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KMA SPTechCon Deck on Collaboration
 

KMA SPTechCon Deck on Collaboration

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Chris McNulty's presentation at SP Tech Con on SharePoint 2010 and Collaboration

Chris McNulty's presentation at SP Tech Con on SharePoint 2010 and Collaboration

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    KMA SPTechCon Deck on Collaboration KMA SPTechCon Deck on Collaboration Presentation Transcript

    • 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
    • Sample: Multiuser Collaborative Graphic Design in Windows (6) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon
    • 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
    • Document Centers (9) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon
    • Managed Metadata (10) 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
    • Enterprise Records Management (13) Twitter hashtag: Copyright 2010 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #sptechcon
    • Customized Enterprise Search (14) 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
    • SharePoint Communities (17) 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
    • Demo • Social Networking / Communities • Tag Profile (20) 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
    • SharePoint Workspace 2010 (22) 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