Welcome to the Minnesota SharePoint User Group February 11 th, 2009 Back to Basics: MOSS Wes Preston Raymond Mitchell Meeting # 52

Agenda Introductions MOSS Basics Collaboration Content Management Break Business Intelligence Business Processes Search Portal Q&A Drawings !!

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

Introductions – MNSPUG Sponsors Inetium ( Technology consulting company NSI Partner Status (National Systems Integrator) Practice area focused on SharePoint New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft (

Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations

Upcoming Schedule Next Meeting March 11 th 9:00 AM to 11:30 AM Topic: Open Panel Discussion Check for updates! Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

Conferences TechFuse – March 17, The Northland Inn, Brooklyn Park, MN SharePoint Conference 2009 – October 19-22, Las Vegas, NV First SharePoint “14” Conference!!!!!!!!!!

Other Events Minneapolis Office Developer Interest Group (MODIG) Now meeting quarterly – next meeting: 04/28/09 Custom Workflow Actions in SharePoint Designer

Mindsharp Training in Minneapolis Office SharePoint 2007 Power End User – December 8-11, 2008 Office SharePoint 2007 Power End User – January 12-15, 2009O Customize SharePoint Sites without Writing Code Using SharePoint Designer 2007 – January 12-16, 2009 Core Technologies in Office SharePoint Server 2007 – January 19-23, 2009 Developer’s Guide to Windows SharePoint Services 3.0 – January 19-23, for more information.

Posts & News Enterprise Search Road Map FAST and SharePoint Strategy search-road-map.aspx search-road-map.aspx Business Intelligence Strategy Update MOSS Enterprise and Performance Point merge strategy-update-and-sharepoint.aspx strategy-update-and-sharepoint.aspx

The Wheel Wrapping Up

MOSS Basics

MOSS – Microsoft Office SharePoint Server MOSS Standard – Content Management – More templates – More workflows – Policies MOSS Enterprise – Forms Server – BDC – Excel Services – KPIs and Performance Point Other…. MOSS Basics

List Templates Data Connection Library Slide Library Report Library KPI List MOSS Basics

Out of the box Web Parts What Web Parts are available? – Excel Web Access – Site Aggregator – Summary Links Web Part – Content Query Web Part – Multiple Search Web Parts – Business Data Web Parts – KPI Web Parts – Filter Web Parts MOSS Basics

Site Templates Document Center Records Center Personalization Site Site Directory Report Center Search Center & Search Center with Tabs Publishing Site Publishing Site with Workflow News Site My Site Host Collaboration Portal Publishing Portal MOSS Basics

Collaboration

Windows SharePoint Services functionality – Document Libraries – Lists – Web Parts Collaboration

Demo Collaboration

Content Management

Content Management in the Office System Document Management – Metadata – Profiling documents – Integration with Office – Document information panel, document action bar Records Management – Policy and Auditing – Retention schedules and policies – Records Repository site template – Records vault Web Content Management – Corporate Internet Site Template – Public facing – Authoring and Approval – Publishing schedules, routing, approval Content Management

Slide Management using PowerPoint SharePoint – Publish slides – Build slide deck automatically – Metadata Content Management

Records Management Customized retention policies Holds Audits Content Management

Demo Content Management

Web Content Management End user driven Rich text editor Publication date Approval workflow Content Management

Web Content Management End user driven Rich text editor Publication date Approval workflow Content Management

Web Content Management Scenarios Public facing website Intranet home page – Corporate communications Extranet collaboration Content Management

Demo Content Management

Break 5 – 10 minutes

Business Intelligence Business intelligence

What is Business Intelligence? Improved visibility of information to make better business decisions via analysis and reporting Answering one question often drives more questions Often brings data together from multiple systems Business intelligence

Office 2007 Business Intelligence Investments Excel client Excel Services Dashboards Key Performance Indicators (KPI’s) Filter Web Parts Report Center/Report Library Business Data Catalog (BDC) Business intelligence

Excel Services – What is it? New server technology in MOSS 2007 Load, calculate and display Excel Workbooks in MOSS 2007 Thin client view in browser Published workbooks can connect to external data Designed to cut down on proliferation of Excel files Business intelligence

Business Data Catalog Expose Data to SharePoint Custom Line of Business Data Database or Web Services Can be used as metadata Automatically provides lookup functions Business intelligence

Key Performance Indicator (KPI) List Business intelligence

Key Performance Indicator Dashboard Business intelligence Filters KPI’s Excel Services

Performance Point Business intelligence

Business Intelligence Scenarios Operational dashboard Departmental dashboard Balanced scorecard Individual performance KPI list Business intelligence

Demo Business intelligence

Business Processes

What is Business Process Management? Automation of processes via workflow and digital forms Business Processes Step 1Step 2Step 3Step 4Step 5Step 6

Workflows Core functionality of workflows are the same as WSS Additional web browser configurable workflows Forms Server with MOSS Enterprise Business Processes

Workflows 3-state workflow available free with WSS Approval Collect Feedback Collect Signatures Disposition Approval Business Processes

Forms Server Web based Mobile Workflow Design once Business Processes

Business Process Management Scenarios Expense report Vacation request New employee process Document approval Service request Status report Travel request Business Processes

Demo Business Processes

Search

Search Scenarios Searching for documents in the organization Searching for customers in a database (using BDC) Searching the internet  competitors sites  Alerts Search

People Search Search

Profile Page Search

Search Product Comparison WSS v2 WSS v3 Search Server Express Search

Keywords and Best Bets Configuring Keywords Adding Best Bets Search Results Search

Federated Search Search additional sources Out of the box samples: – Search Suggestions – Live Search Other Options: – Twitter Search – Google Search – Youtube – Flickr – And many, many more… Search

Portal

Portal Scenarios Intranet Extranet – Customer – Vendor – Partner Individual Portal

SharePoint Portal Portal Site Templates – Intranets, Internet sites and more Site Manager – Drag and drop tool for managing SharePoint navigation, look and feel and security Social Networking / My Sites – Web Parts that connect individuals via shared SharePoint sites, distribution lists and others SharePoint Sites and Document Rollup Web Part – Lists all sites you are a member of and documents you have published. Portal

Demo Portal

References Performance Point Announcement update-and-sharepoint.aspx update-and-sharepoint.aspx The SharePoint Shepherd’s Guide for End Users – Robert Bogue

References Our Blogs This slideshow!

Q & A / Drawings

Thanks for coming!