SharePoint in the Workplace
Duration: 8:30am-10:00am (1.5 hours)
Presenter: Howard Forder
. MCT, MCSE, MCDST, MODL, MCITP
...
Meet Howard Forder
“25 years of
consulting and
training”
www.howardforder.com
MCT, MCSE, MCDST,MODL,A+
 This informative session will dive into many areas of SharePoint from
an IT perspective. It will also emphasize the impo...
Agenda
Section 1: Introduction to SharePoint 2013
What is SharePoint
SharePoint Roles
Section 2: Delegation of Site Owners...
Introduction to
SharePoint 2013
What is SharePoint
SharePoint Roles
What is SharePoint?
 A web based collaboration platform
 A project management tool, specifically, to manage
the timeline...
A Web-based
Collaboration Platform
 Using any web browser, project members upload
documents, adjust to-do lists, modify c...
A Project Management Tool
 To manage the timelines and flow of documents in a project.
 Using a Tasks List
 Using a Pro...
A Project Management Tool
 Using a Tasks List
A Project Management Tool
 Using a Project Calendar
A Document Storage System
 Temporary Project Documents
Enterprise Content Management
 Currently an ECM encompasses three main components:
 Document management: for check-in/ch...
ECM defined as a
strategy can help
enterprises take control
of their content and, in
so doing, boost
productivity, encoura...
A Document Storage System
A Multi-Tiered
Line-of-Business Application
Tier
SharePoint Server Front End
Can be NLB farm
Tier
Application Server(s)
Op...
A Powerful Search Platform
People Search
As you can see,
familiar search
layout to find
exactly what
you are looking
for.
...
A Powerful Search Platform
Content
Search
As you can see,
familiar search
layout to find
exactly what
you are looking
for....
SharePoint Roles
There are specific roles in SharePoint requiring different
levels of training and skills:
• SharePoint Ar...
IT Administrator
The skills for an IT Admin can be learned in a 5 day
course at the minimum. Skills needed are:
• Understa...
IT Administrator
Network Infrastructure
IT Administrator
Install SharePoint
GUI
vs
PowerShell
SharePoint can be installed on a
Windows 8 Pro workstation with
Hype...
Guidelines for OWA Installation
 To minimize the complexity of the deployment install all office web apps roles on
each s...
IT Administrator
Use Central Administration
IT Administrator
Administer Managed Metadata
IT Administrator
Managed Metadata in Columms
IT Administrator
Managed Metadata in Columms
IT Administrator
Administer Managed Metadata
Or to publish content
types to many site
collections using a
Content Type Hub...
IT Administrator
Use PowerShell
From the
SharePoint
console or in the
PowerShell ISE
IT Administrator
Activate Features & Solutions
It’s our job to take features and
solutions built by developers and
install...
Delegation of Site Ownership
IT can’t do it all!
What does the Site Owner do?
Site Owner
IT Can’t Do It All!
• We design the farm
• We install the farm servers
• We configure Web Applications
• We con...
Site Owner
Site Owners
• Managers take control of their Site Collections
• Department Managers and Project Managers
are gi...
Site Owner
Site Owners
Site Owner
Site Owners
Site Owner
Site Owners
With little training, Site
Owners can easily manage
the permissions of the
members of their site.
Site Owner
Site Owners Summary
 Are not IT personnel
 Are given a 2 day course
 Are given owner permission to site(s)
...
IT’s Job in Setting the Stage
Set expectations from the start.
• You might be the architect and the IT implementer but get...
SharePoint Courses
There are many courses available through CTE Solutions
• SharePoint Architect (planner)
• SharePoint De...
SharePoint Courses
SharePoint IT Courses
SharePoint Site Owner Courses
SharePoint End User Courses
SharePoint in the WorkPlace
Duration: 8:30am-10:00am (1.5 hours)
Presenter: Howard Forder
MCT, MCSE, MCDST, MODL, MCITP
hf...
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Microsoft SharePoint in the Workplace

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Microsoft SharePoint in the Workplace

  1. 1. SharePoint in the Workplace Duration: 8:30am-10:00am (1.5 hours) Presenter: Howard Forder . MCT, MCSE, MCDST, MODL, MCITP hforder@howardforder.com IT Implementation of SharePoint 2013 in the Workplace
  2. 2. Meet Howard Forder “25 years of consulting and training” www.howardforder.com MCT, MCSE, MCDST,MODL,A+
  3. 3.  This informative session will dive into many areas of SharePoint from an IT perspective. It will also emphasize the importance of delegation in SharePoint for the various duties performed.  Many companies have SharePoint but are not utilizing it because they haven't seen it in action the way it was designed. Roles will be defined, and the expectations of those roles, and the courses pertaining to each role.  Walk away with a better understanding of what it is, how it is used more effectively and how IT can drive that functionality forward. IT Implementation of SharePoint 2013 in the Workplace
  4. 4. Agenda Section 1: Introduction to SharePoint 2013 What is SharePoint SharePoint Roles Section 2: Delegation of Site Ownership IT can’t do it all. What does the Site Owner do? Section 3: IT’s job in setting the stage Related Microsoft Official Curriculum & Target Audiences
  5. 5. Introduction to SharePoint 2013 What is SharePoint SharePoint Roles
  6. 6. What is SharePoint?  A web based collaboration platform  A project management tool, specifically, to manage the timelines and flow of documents in a project.  A document storage system or Enterprise Content Management System (ECM).  A multi-tiered line-of-business application.  A powerful search platform to find people, documents and specific content in those documents.
  7. 7. A Web-based Collaboration Platform  Using any web browser, project members upload documents, adjust to-do lists, modify calendar items and contribute to blogs, wikis and discussion boards.  Any device, anywhere, anytime.  Each SharePoint team site is a collaboration project.  Each project has a selected group of employees to contribute and get the project done.
  8. 8. A Project Management Tool  To manage the timelines and flow of documents in a project.  Using a Tasks List  Using a Project Calendar  Using select, invited members
  9. 9. A Project Management Tool  Using a Tasks List
  10. 10. A Project Management Tool  Using a Project Calendar
  11. 11. A Document Storage System  Temporary Project Documents
  12. 12. Enterprise Content Management  Currently an ECM encompasses three main components:  Document management: for check-in/check-out, version control, security and library services for business documents.  Records management: for long-term archiving, automation of retention and compliance policies, and ensuring legal, regulatory and industry compliance.  Web Content Management (WCM): WCM for controlling the content of a website through the use of specific management tools based on a core repository. It includes content creation functions, such as templates, workflow, change management, and content deployment functions that deliver prepackaged or on-demand content to Web servers.
  13. 13. ECM defined as a strategy can help enterprises take control of their content and, in so doing, boost productivity, encourage collaboration and make information easier to share. ECM defined as software consists of applications that interoperate, but that can be sold and used separately.
  14. 14. A Document Storage System
  15. 15. A Multi-Tiered Line-of-Business Application Tier SharePoint Server Front End Can be NLB farm Tier Application Server(s) Optional Search Query BI or others Tier SQL Server(s) Single or cluster
  16. 16. A Powerful Search Platform People Search As you can see, familiar search layout to find exactly what you are looking for. Based on any attributes of that person
  17. 17. A Powerful Search Platform Content Search As you can see, familiar search layout to find exactly what you are looking for. Based on any attributes of a document
  18. 18. SharePoint Roles There are specific roles in SharePoint requiring different levels of training and skills: • SharePoint Architect (planner) • SharePoint Developer (programmer) • SharePoint IT Administrator (server farm) • Site Owner (individual site collections) • End User (content contributor and consumer)
  19. 19. IT Administrator The skills for an IT Admin can be learned in a 5 day course at the minimum. Skills needed are: • Understand the network infrastructure • Install SharePoint and Office Web Apps (server) • Use Central Administration • Administer managed metadata (SharePoint Taxonomy) • Use PowerShell to administer SharePoint • Activate SharePoint Features
  20. 20. IT Administrator Network Infrastructure
  21. 21. IT Administrator Install SharePoint GUI vs PowerShell SharePoint can be installed on a Windows 8 Pro workstation with Hyper-V (for practice or dev)
  22. 22. Guidelines for OWA Installation  To minimize the complexity of the deployment install all office web apps roles on each server instead of distributing the roles on servers.  Office web Apps 2013 does not require SQL database.  PowerShell is used to define Office Web Apps topology, by using New- OfficeWebAppsFarm command with the master server (the first server in the farm) and by using New-OfficeWebAppsMachine command to join more machines to the farm.  PowerShell commands connect the SharePoint farm to Office Web Apps farm.  When installing updates and patches , the Office Web Apps server should be disconnected from the Office Web Apps farm then joined again after finish the patching.  SharePoint system account cant render office web apps (by design for security)  NLB Tips  Consider using NLB for high availability  Make sure to enable NLB server affinity IT Administrator
  23. 23. IT Administrator Use Central Administration
  24. 24. IT Administrator Administer Managed Metadata
  25. 25. IT Administrator Managed Metadata in Columms
  26. 26. IT Administrator Managed Metadata in Columms
  27. 27. IT Administrator Administer Managed Metadata Or to publish content types to many site collections using a Content Type Hub Site Collection.
  28. 28. IT Administrator Use PowerShell From the SharePoint console or in the PowerShell ISE
  29. 29. IT Administrator Activate Features & Solutions It’s our job to take features and solutions built by developers and install, then activate them.
  30. 30. Delegation of Site Ownership IT can’t do it all! What does the Site Owner do?
  31. 31. Site Owner IT Can’t Do It All! • We design the farm • We install the farm servers • We configure Web Applications • We configure Site Collections • We design the Taxonomy • We install features and solutions • We fix
  32. 32. Site Owner Site Owners • Managers take control of their Site Collections • Department Managers and Project Managers are given the permission of “Site Owner” • As a Site Owner, they can make more sites and • Modify the current site web part placement • Modify the look and feel of the site (theme) • Change menu items • Add or insert web parts, apps and audio/video • Add or remove libraries and lists
  33. 33. Site Owner Site Owners
  34. 34. Site Owner Site Owners
  35. 35. Site Owner Site Owners With little training, Site Owners can easily manage the permissions of the members of their site.
  36. 36. Site Owner Site Owners Summary  Are not IT personnel  Are given a 2 day course  Are given owner permission to site(s)  IT can “take ownership” to help  Are responsible for the lifecycle of each site.  Can make more subsites as needed. (each IIS server can house 250,000 sites.)  Edit with a browser, not SP Designer!
  37. 37. IT’s Job in Setting the Stage Set expectations from the start. • You might be the architect and the IT implementer but get the roles defined early in the deployment. • Developers might be needed for custom solutions. • Help your company understand how big this endeavor is. • Delegation is key. IT can’t do it all. We cannot be modifying 100,000 sites for everyone. • Have specific training for IT, Site Owner AND End Users. • Once Site Owners and End Users learn how and why, they drive acceptance!
  38. 38. SharePoint Courses There are many courses available through CTE Solutions • SharePoint Architect (planner) • SharePoint Developer (programmer) • SharePoint IT Administrator (server farm) • Site Owner (individual site collections) • End User (content contributor and consumer)
  39. 39. SharePoint Courses
  40. 40. SharePoint IT Courses
  41. 41. SharePoint Site Owner Courses
  42. 42. SharePoint End User Courses
  43. 43. SharePoint in the WorkPlace Duration: 8:30am-10:00am (1.5 hours) Presenter: Howard Forder MCT, MCSE, MCDST, MODL, MCITP hforder@howardforder.com . IT Implementation of SharePoint 2013 in the WorkPlace
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