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

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

Meeting #109http://sharepointmn.com MNSPUG Sponsors Wrox Press ( O’Reilly ( Dedicated Sponsors Avtex ( Microsoft ( Annual Sponsor Benchmark Learning ( ) SharePoint User Group Support softwareOne (

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.

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

Meeting #109http://sharepointmn.com Social Networking Linked In group – The most interactive… includes job postings… –Post Job Posting on the Jobs Discussion page – Twitter tags and #MNSPUG Yammer – Minnesota SharePoint Users Group –

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 - –Microsoft Technology Center –Check for updates! Ongoing Schedule – 2 nd Wednesday of every month – 9:00 to 11:30 am – Microsoft Technical Center - Edina

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

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

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

Meeting #109http://sharepointmn.com SharePoint News Updates to SharePoint 2013 Cumulative Updates  Todd Klindt talks about changes for CU’s - 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 

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

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

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

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

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

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

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

Meeting #109http://sharepointmn.com Presenter

Meeting #109http://sharepointmn.com Wes Preston SharePoint Consultant/Owner - TrecStone SharePoint MVP (since

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

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

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

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

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

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

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

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:

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

Meeting #109http://sharepointmn.com Key Features - Intranet Publishing Audience Targeting Design Manager Branding Rich Media Management References:

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

Meeting #109http://sharepointmn.com Key Features – Search Search refiners Display Templates (2013) Content Search Web Part Phonetic name search Quick preview References:

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

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

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)

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

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

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

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

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

Meeting #109http://sharepointmn.com Break

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?

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

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: x x

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: 07/Starting_Your_SharePoint_Governance_Strategy.aspx 07/Starting_Your_SharePoint_Governance_Strategy.aspx

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

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 > introducing ‘Apps’  Workflow Manager Push for more client-side customizations and web standards:  JavaScript (JSLink), JQuery, CSS Access Services?

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

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

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

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