1. Meeting #109http://sharepointmn.com Welcome to the Minnesota SharePoint User Group January 8 th, 2014 SharePoint 101 Wes Preston Donald Donais

2. Meeting #109http://sharepointmn.com User Group Goal / Objectives –Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

3. Meeting #109http://sharepointmn.com MNSPUG Sponsors Wrox Press (www.wrox.com)www.wrox.com O’Reilly (www.oreilly.com)www.oreilly.com Dedicated Sponsors Avtex (www.avtex.com)www.avtex.com Microsoft (www.microsoft.com)www.microsoft.com Annual Sponsor Benchmark Learning (www.benchmarklearning.com )www.benchmarklearning.com SharePoint User Group Support softwareOne (www.softwareone.com)www.softwareone.com

4. Meeting #109http://sharepointmn.com Today’s Lunch Sponsor Products Include: Nintex Workflow Office 365 Nintex Forms Office 365 Nintex Workflow SharePoint Nintex Forms SharePoint Nintex Workflow Project Server Nintex Live Nintex Mobile Session begins around 11:50 and runs about one hour.

5. Meeting #109http://sharepointmn.com MN SharePoint Users Group Website SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information http://sharepointmn.com Email: sharepoint@sharepointmn.comsharepoint@sharepointmn.com

6. Meeting #109http://sharepointmn.com Social Networking Linked In group – The most interactive… includes job postings… –Post Job Posting on the Jobs Discussion page –http://www.linkedin.com/groups?gid=1878792http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG and #MNSPUG Yammer – Minnesota SharePoint Users Group –https://www.yammer.com/mnspug/https://www.yammer.com/mnspug/

7. Meeting #109http://sharepointmn.com Upcoming Schedule Next Meeting –February 12 th 9:00 AM to 11:30 AM –You Just Inherited a SharePoint Site! Submit Your Scenario to be Discussed During the Session - https://www.yammer.com/mnspug/https://www.yammer.com/mnspug/ –Microsoft Technology Center –Check www.SharePointMN.com for updates!www.SharePointMN.com Ongoing Schedule – 2 nd Wednesday of every month – 9:00 to 11:30 am – Microsoft Technical Center - Edina

8. Meeting #109http://sharepointmn.com Local and Online Events

9. Meeting #109http://sharepointmn.com Evaluations & Giveaways!

10. Meeting #109http://sharepointmn.com MNSPUG Extras

11. Meeting #109http://sharepointmn.com SharePoint News Updates to SharePoint 2013 Cumulative Updates  Todd Klindt talks about changes for CU’s - http://bit.ly/1kpsxM1http://bit.ly/1kpsxM1 SharePoint 2013 SP1 Release?  Speculation around SPC 2014 (March 3-6) Microsoft Released Power BI pricing model  E3/E4, Standalone, and Standalone with Office Pro Plus 2013  http://bit.ly/1czKiS7 http://bit.ly/1czKiS7

12. Meeting #109http://sharepointmn.com Who Should You Be @Following? Marc D Anderson - MS MVP, ECM Strategist, Consultant and Developer  @sympmarc Benjamin Niaulin - SharePoint MVP at ShareGate  @bniaulin Joel Oleson - SharePoint, Office365, Yammer  @joeloleson Marcy Kellar - SharePoint Solutions Architect, UX and Usability, SharePoint Branding, Social Strategy and Design  @marcykellar

13. Meeting #109http://sharepointmn.com State of MNSPUG

14. Meeting #109http://sharepointmn.com Survey Results 36 Results Survey Looked At:  Organization Sizes  Version & Edition of SharePoint  How is SharePoint Being Used  Other Specifics About MNSPUG Meetings

15. Meeting #109http://sharepointmn.com Demographics – Organization Size

16. Meeting #109http://sharepointmn.com Demographics – SharePoint Version & Edition

17. Meeting #109http://sharepointmn.com Demographics – SharePoint Roles

18. Meeting #109http://sharepointmn.com How Are You Using SharePoint?

19. Meeting #109http://sharepointmn.com Presenter

20. Meeting #109http://sharepointmn.com Wes Preston SharePoint Consultant/Owner - TrecStone SharePoint MVP (since 2009) @idubbs http://www.idubbs.com/blog/

21. Meeting #109http://sharepointmn.com SharePoint 101

22. Meeting #109http://sharepointmn.com What is ‘SharePoint’ ? IT Industry segments: Content Management System (CMS) Document Management (DM) Records Management (RM) Enterprise Content Management (ECM) Gartner: Magic Quadrant for Enterprise Content Management http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb http://www.gartner.com/technology/reprints.do?id=1-1KR23A3&ct=130924&st=sb

23. Meeting #109http://sharepointmn.com What is ‘SharePoint’ ? Actually refers to a number of products or technologies: SharePoint Online SharePoint Foundation SharePoint Server SharePoint Designer SkyDrive Pro (aka: SharePoint Workspace) … Yammer… Versions: Office 365, 2013, 2010, 2007, 2003, 2001

24. Meeting #109http://sharepointmn.com What is ‘SharePoint’ ? A web application A web site A collaboration tool A development platform A search engine And more…

25. Meeting #109http://sharepointmn.com What is SharePoint?

26. Meeting #109http://sharepointmn.com Why Implement SharePoint? It fills one or more functional gaps in your organization It can increase employee and organizational productivity w/o needing custom development* See survey results presented earlier for most common examples:  Document management – team collaboration  Content publishing - intranets  Workflow – business process automation  Project management - project sites

27. Meeting #109http://sharepointmn.com Collaboration Team sites – SharePoint’s origin Hierarchical teams Cross-functional teams Project teams Secured location Documents Calendars/schedules and more…

28. Meeting #109http://sharepointmn.com Key Features – Content and Collaboration Document Libraries and Lists Document Sets SkyDrive Pro Office Integration Metadata Document ID’s Rich media Content Organizer References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx

29. Meeting #109http://sharepointmn.com Intranet / Portal Solutions Corporate intranet and portal sites Divisional portals Topical portals Document and Records Management Repositories Communication Platform for enterprise content and functionality Extranets

30. Meeting #109http://sharepointmn.com Key Features - Intranet Publishing Audience Targeting Design Manager Branding Rich Media Management References: http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx http://technet.microsoft.com/en-us/library/sharepoint-online-content-service-description.aspx

31. Meeting #109http://sharepointmn.com Search Index and search SharePoint content Index and search file share and external system content People, profile, and expertise searching

32. Meeting #109http://sharepointmn.com Key Features – Search Search refiners Display Templates (2013) Content Search Web Part Phonetic name search Quick preview References: http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx http://technet.microsoft.com/en-us/library/sharepoint-online-search-service-description.aspx

33. Meeting #109http://sharepointmn.com Business Process, Workflow, Digital Forms Replace manual business processes or steps with automated steps and flows Replace paper forms with digital forms Intake forms

34. Meeting #109http://sharepointmn.com Key Features – Forms and Workflow Content Types SharePoint Designer Workflows Workflow Manager Visio integration InfoPath (?) 3 rd Party Vendors: Nintex and K2

35. Meeting #109http://sharepointmn.com Business Intelligence, Composite Apps, Dashboards aka: ‘Insights’ – Search, access, and shape internal and external data. BI Dashboards Excel Services Power Pivot Power View (Excel) Ad hoc Reporting KPIs SharePoint Designer (2010)

36. Meeting #109http://sharepointmn.com Key Features – Business Intelligence, Composite Apps Business Connectivity Services (BCS) Performance Point Services Excel 2013 Visio Services SQL Server Analysis Services integration SQL Reporting Services integration

37. Meeting #109http://sharepointmn.com Social My Sites People Search Newsfeeds Blog template Tagging and Rating Yammer

38. Meeting #109http://sharepointmn.com Key Features – Social My Sites Yammer Taxonomy vs. ‘folksonomy’

39. Meeting #109http://sharepointmn.com Internet Solutions Public-facing internet sites for corporate marketing Blog / Wiki / informational site

40. Meeting #109http://sharepointmn.com Key Features - Internet Publishing Branding Anonymous access vs. personalization Check out the gallery at: http://www.topsharepoint.com/ http://www.topsharepoint.com/

41. Meeting #109http://sharepointmn.com Break

42. Meeting #109http://sharepointmn.com What Are The Challenges? SharePoint is complex – NOT a turnkey application Lack of available expertise or trained staff Lack of defined and followed governance  Needs executive sponsorship  Needs a vision / roadmap Poor user adoption  How do you set proper expectations?

43. Meeting #109http://sharepointmn.com Crawl, Walk, Run The quickest way to failure with SharePoint as a platform is to try to do too much, too quickly. Understand the platform and effectively utilize out of the box capabilities Add more solutions, capabilities, users, etc. with a measured approach Use this as a guiding principle for your Governance Committee

44. Meeting #109http://sharepointmn.com Staffing for SharePoint No one has all the experience you need Your options:  Already have the expertise  Hire the expertise  Grow the expertise  Fill the gap with consulting, but aim to build your own staff… AIIM - SharePoint Deployment Success Infographic: http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ash x http://www.aiim.org/~/media/3DB1FE9F20F440CE8B32F1927CE28DAB.ash x

45. Meeting #109http://sharepointmn.com Governance Planning, policies and approaches Not rules and limitations Have executive sponsorship Know how your organization will utilize SharePoint Reference – Best Buy: Set of principals that are constantly measured against Reference – Christian Buckley: http://www.metalogix.com/Blog/Blog-Article/14-01- 07/Starting_Your_SharePoint_Governance_Strategy.aspx http://www.metalogix.com/Blog/Blog-Article/14-01- 07/Starting_Your_SharePoint_Governance_Strategy.aspx

46. Meeting #109http://sharepointmn.com Deployment Options Cloud  Services  Hosted servers On Premises  Internal only  External facing Hybrid  Definition is evolving…

47. Meeting #109http://sharepointmn.com Development Platform Know what the out of box capabilities are before investing in customizations Extensive capabilities and object model accessibility Big shift from 2010 to 2013 -> introducing ‘Apps’  Workflow Manager Push for more client-side customizations and web standards:  JavaScript (JSLink), JQuery, CSS Access Services?

48. Meeting #109http://sharepointmn.com SharePoint ROI Focus on projects and solutions where ROI can be measured and reported on

49. Meeting #109http://sharepointmn.com References Microsoft: What is SharePoint? http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx http://office.microsoft.com/en-us/sharepoint-foundation-help/what-is-sharepoint-HA010378184.aspx

50. Meeting #109http://sharepointmn.com Thanks to: Avi Sujeeth – Microsoft Raymond Mitchell – IW Space Sarah Haase – Best Buy

51. Meeting #109http://sharepointmn.com Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Today’s Presenters: Wes Preston