KMA SPTechCon Deck on Collaboration

Core Collaboration in SharePoint 2010 SPTechCon Cambridge, Massachusetts October 2010 Chris McNulty This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

Chris McNulty • Working with SharePoint technologies since 2000/2001 • 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street) • Write and speak often on Microsoft information worker technologies (book out this month!) • Microsoft MCSE/MCTS/MSA/MVTS • BC MBA in Investment Management • Hiking, cooking, playing guitar, colonial history, photography • My family: Hayley, three kids (15, 6, 4) and my dog Stan SharePoint Practice Lead, KMA

About KMA o Full-service IT consulting firm established in 1995 o 28 employees: Partner, PM, Analyst, Developer, QA o Industry expertise and focus: Professional Services, Life Sciences & Financial Services o Microsoft technology focus: • Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004 • Working with SharePoint technologies since 2001 • Specialties in  Collaboration: Portals, Communities and Content Management  Insight: Enterprise Search and Business Intelligence  Productivity: Forms and Office Client Customization, Mekko Graphics (ISV) (3) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Agenda • Enterprise Knowledge Management • Document Centers and large document pool management • Managed Metadata and Taxonomy • Rules based Routing • Records Management • Customized Enterprise Search • • Loose Collaboration – The New Network • Communities • Social tagging and rating • Undefined and implicit teams • • Beyond the Desktop • SharePoint Workspace • InfoPath Forms Customization • Office Web Applications/Firefox • Mobility Clients • Multiuser Editing • Best Practices • All Together Now (4) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

Enterprise Knowledge Management • Document Centers and large document pool management • Managed Metadata and Taxonomy • Rules based Routing • Records Management • Customized Enterprise Search (7) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Document Centers • Optimized for about 500,000 documents • Multiteam, document in process alongside finished documents • Metadata-based navigation • Permanent document IDs stay with a document for its entire lifecycle regardless of location (8) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Taxonomy • Creating and managing terms and term sets • Attaching to a library • Taxonomy navigation (11) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Rules-based Routing • Drop-off Library and Content Organizer • Move content based on content type • Move content based on metadata and properties (12) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Demo • Document Centers • Multiuser Editing • Managed Metadata and Taxonomy • Routing • Search (15) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Loose Collaboration – The New Network • Communities • Social tagging and rating • Traditional, undefined and implicit teams (16) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Tagging and Rating • Direct access to rate a document 1-5 stars • User driven keywords/tags and ‘I Like It’ • Can also use formal, predefined taxonomies (18) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Undefined and implicit teams • Discover teams through active selection of colleagues • Discover teams through newsfeeds and activity streams • Coalesce around tag profiles as storefronts to topic areas • Discover new colleagues through tag and people search (19) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Beyond the Desktop • SharePoint Workspace • Office Web Applications/Firefox • Mobility Clients • Multiuser Editing • All Together Now (21) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Client/Browser Technology • Internet Explorer 7/8, Firefox and Safari are all supported. • IE6 is not supported, so don’t defer that upgrade! • Most other browsers are still supported for Internet configurations • Office 2010 includes optimizations for the new platforms • Offline Access – 2007: used Outlook 2007 and Groove – SharePoint Workspace 2010 integrates offline documents and lists (23) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Office Web Applications • SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”. • Core viewing and reasonable edit functions • Ribbon “Fluent” UI • IE 7/8, Firefox, Safari • Word • Excel • PowerPoint • OneNote (24) Twitter hashtag: #kmasp2010 Copyright 2010 © Knowledge Management Associates, LLC.

Mobility Clients • Phone micro browsers • Windows Mobile Workspace • iPod / Mobile Safari for bigger screens – What’s missing from the AppStore? – SharePoint OWA is the only way to get Word, Excel, and PowerPoint on the iPod (25) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Multiuser editing • Excel in OWA, not client • Word/PowerPoint on client only if file opened from a shared document library • OneNote client or OWA (26) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Collaboration Best Practices - Locations • Where should we collaborate? • My Site is not “Our” Site • Shared Team sites offer a single place to collaborate with multimodal access – Remote clients – Multibrowser – Social discovery • Its SharePoint, (singular!) not ShareFuzzySetOfOverlappingLibrariesAndSites! • Go beyond the firewall! Extranet with claims authentication to combine FBA and Windows Logins (27) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Collaboration Best Practices - Usage • Asynchronous - Use the Feedback Workflow (2007 Aggregated Workflow SC Features) • Synchronous – Use Multiedit/Multiedit View for Decentralized Workers • Use Tags for Categories • Use Versioning for Versions (28) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Collaboration Best Practices - Messaging • Every time someone emails a document from a SharePoint library, God kills a tree! • Email a link instead! • (Apologies to Todd Klindt and Shane Young) (29) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

All together now • Multiuser editing • Work in SharePoint Workspace Initial Collaboration • Work in OWA • Send from Document Center and leave behind a link • Look for PowerPoint Files Drop-off Library • Require a Department • If Marketing Send to Home Page Library • If Not Send to Presentation Archive Routing • Marketing Forever • Others Three Months Retention (30) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

Resources - General • From Microsoft: – SharePoint 2010 site: http://sharepoint.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx • From KMA: – Webinars, white papers, blogs: http://www.kma-llc.net (31) Twitter hashtag:

• Questions? • Contact Me • Ask the Experts • Prizes! • Evaluations (32) Twitter hashtag:

Thank you… • Contact Details – Email cmcnulty@kma-llc.net – Blog http://blogs.kma-llc.net/microknowledge – Twitter: http://twitter.com/cmcnulty2000 – LinkedIn:http://www.linkedin.com/in/cmcnulty – Live: KMWorld November 2010 (33) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon

KMA SPTechCon Deck on Collaboration

by Knowledge Management Associates, LLC on Oct 25, 2010

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