Introduction to SharePoint

1. Bill Cook
Pragmatic Works
bcook@pragmaticworks.com
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2. Session Objective(s)

◦ A review of what SharePoint offers a 10,000 foot level
◦ Where to begin..
Prerequisites

◦ Desire to learn new technology and solutions
Some Ground Rules

◦ Due to the length of the webinar, we will have limited time
for questions, but any additional questions can be submitted
via email at bcook@pragmaticworks.com.
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3. 3

4. SharePoint
Data
Warehouses Content and
Knowledge
Managemen
t
Enterprise
Group and
Portals
Personal
Databases
Spreadsheets
Intranet
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5. Empowerment Governance
Employee Site & Information
Self-Service Architecture
Policy & Rights
Role Delegation
Management
Intuitive Web Records
+ Office UI Management
Pervasive
Auditing
Collaboration
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6. Applications
Collaboration Portal Search Content Mgmt Biz Processes BI
Discussions MySites Indexing Authoring Rich/Web Forms Excel Services
Calendars Targeting Relevance Approval LOB Actions Dashboards
E-Mail Integration People Finding Metadata Web Publishing Single Sign-On KPIs
Alerts Social Networking Customizable UX Policy & Auditing BizTalk Integration Report Center
Project Mgmt “Lite” Privacy Rights Mgmt SQL RS/AS Integ.
Offline Lists/Docs Profiles Retention Biz Data in Lists
Site Directory Multi-Lingual Biz Data Catalog
Staging
Platform Services
Storage Security Management Topology Site Model APIs
Repository Rights/Roles Admin UX Config Mgmt Rendering Fields/Forms
Metadata Pluggable Delegation Farm Services Templates OM and SOAP
Versioning AuthN Provisioning Feature Policy Navigation Events
Backup Per Item Monitoring Extranet Visual Deployment
Rights Blueprint
Trimming
Operating System Services
ASP.NET (Web Parts, Personalization, Master Pages, Provider Framework (Navigation, Security,
etc.)
Database Services Workflow Services
Search Services
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7. 7

8. SharePoint Tiering

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9. Collaboration
Platform
Docs/tasks/calendars, blog
Services
s, wikis, e-mail
Workspaces, Mgmt,
Security, Storage,
integration, project
Topology, Site Model
management “lite”, Outlook
integration,
offline docs/lists
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10. Docs/tasks/calendars, blog
Server-based Excel
s, wikis, e-mail
spreadsheets and data
integration, project
visualization, Report
management “lite”, Outlook
Center, BI Web
integration,
Parts, KPIs/Dashboards
offline docs/lists
Business
Collaboration
Intelligence
Enterprise Portal
template, Site
Rich and Web
Platform
Directory, My
forms based
Services
Business Sites, social
front-ends, LOB
Workspaces, Mgmt, Portal
Forms networking, priv
actions, enterpri Security, Storage,
acy control
se SSO Topology, Site Model
Content Search
Management
Integrated document
Enterprise scalability,
management, records
contextual
management, and Web
relevance, rich
content management
people and business
with policies and
data search
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workflow

12. Core improvements

◦ Tracking and project management
◦ Document library improvements
◦ Navigation improvements
Anywhere access

◦ Outlook and Groove integration, Access List Integration
◦ Keeping informed with alerts and RSS
◦ Mobility
Community and communication

Wikis & blogs
◦
Email and discussions, Public Folder Replacement
◦
People and groups, directory integration
◦
Integration with Office Communication Server
◦
Fantastic “40” Application Templates!

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13. Simplified open/check-out experience

Check-out documents locally

Outlook can act as a smart client to site content

◦ Read/Write access to SharePoint datatypes
 Calendar, tasks, contacts, discussions, and documents
◦ Synchronization for offline support
◦ Users can edit documents when offline.
◦ Aggregate views of calendars and tasks across sites
Improved calendar

◦ SharePoint’s calendar module with richer calendar
views, recurrence support, all-day events, and more
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14. 14

15. Portal Site

◦ Integration with Windows SharePoint Services
◦ Intranet Portal Template – Topics, Site Directory
People and Expertise Search

◦ People specific search “tab”
◦ Social network support
Targeting and personalization

◦ Easier targeting – Distribution lists and Security Groups
Profile store improvements

◦ Scalability, flexible schema, LDAP synchronization
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16. My Site

◦ Improved Public Page, Personal homepage
◦ Privacy control
◦ RESOURCE: Role-based My Sites – 7 free samples!
Administrative Assistant

Controller-Financial Analyst

Customer Service Mgr

HR Manager

IT Manager

Marketing Manager

Sales Account Manager

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17. People Other Custom
My Site
Search Sites Solutions
User Profile Object Model
Windows Sync
SharePoint User Profiles Store
Membership
info
Services Sites
Import
Active LDAP Business Data
Directory Server Catalog
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19. Team Site

◦ Most commonly used template
◦ Facilitates collaboration within teams
Blank Site

◦ Exactly that. It is a blank slate to build on
Document Workspace

◦ Allows teams to collaborate on a single document
◦ Contains a document library, task list, and links
Wiki Site

◦ Collaboration site to discuss concepts and ideas
Blog

◦ Post ideas and receive feedback regarding the topic
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20. Basic Meeting Workspace

◦ Contains the most commonly used tools for meeting organization
◦ Contains attendees list, objectives, a document library, and
agenda
Blank Meeting Site

◦ Components same as other sites, but made for customization
Decision Meeting Place

◦ Used when meetings are held to come to a conclusion
◦ Record and manage those decisions
◦ Includes decision task list, Tasks task list, and an Objectives List
Social Meeting Workspace

◦ Used to manage meetings concerning social events
Multipage Meeting Workspace

◦ Contains pages to manage information and decisions
◦ This site has two additional pages versus the other sites
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21. Document Center

◦ Designed to manage large volume of documents
◦ Includes required checkout and versioning enabled
Records Center

◦ Manages the retention of documents
◦ Can be controlled based on a status value
◦ Can be routed and rerouted by using workflows
Personalization

◦ Create targeted experience for users
◦ Contains specialized web parts for filtering lists and libraries to
display relevant information to them.
◦ Integrated into My Site
Site Directory

◦ Index for sites contained within your site collection
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22. Report Center

◦ Leverages key performance indicators and dashboards
◦ Allows for creation of reports and other analytics. (Excel
Services)
◦ Only available in the Enterprise License
Search Center

◦ Includes search page and results page
Search Center with tabs

◦ Similar to Search Center
◦ Also Display scopes in tab format
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23. Publishing

◦ Used for informational purposes when needing to control
content
◦ Contains a page library with content types that allows the
users to make changes to the site
◦ Changes need to be published
Publishing with workflow

◦ Required approval via workflow before they are published and
visible
News

◦ Used for sharing articles
◦ Central location for news to be shared and stored
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24. Communications

◦ Announcements
◦ Contacts
◦ Discussion Boards
Tracking

Links
◦
Calendar
◦
Tasks
◦
Project Tasks
◦
Issue Tracking
◦
Agenda
◦
Survey
◦
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25. Custom Lists

Decision
◦
Objectives
◦
Text Box
◦
Things to Bring
◦
Custom List (Blank)
◦
Customer List in Datasheet View
◦
Import Spreadsheet
◦
Language and Translators (MOSS Standard)
◦
Key Performance Indicators (KPIs) - (MOSS Enterprise)
◦
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26. Document Library Templates

Document Library
◦
Form Library
◦
Picture Library
◦
Wiki Page Library
◦
Translation Management Library
◦
Report Library
◦
Data Connection Library
◦
Slide Library
◦
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27. Demo

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28. 28

29. Document Management

Workflow

Policies & Compliance

Records Management

Web Content Management

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30. Document management

◦ Scalable document libraries and repositories
◦ Security and tracking
Workflow and approval

◦ Out of box multi-stage serial and parallel document
workflows, document digital signature
◦ Integrated with email and 2007 Office system
desktop applications
◦ SharePoint Designer authoring and VS 2008
Development
◦ InfoPath forms for workflow association,
initialization, tasks
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31. Records Management

◦ Policy and Auditing
 Content Types
 Information Management Policies
 Rights Management Services integration
◦ Records Repository
Records Vault behavior

Record routing

Litigation holds interface

Record collection interface

Extensibility

Information Management Policy mapping

◦ Search & Process
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32. Web content management

Designed for Internet and published sites incl. Extranet
◦
New Web and Word authoring capabilities
◦
New content deployment and publishing tools
◦
Workflows built-in for approval and routing
◦
Support for multilingual content
◦
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33. 33

34. Reach more users with better forms

◦ Browser enabled InfoPath forms
◦ Offline data connections, New controls, Better printing
◦ Intranet, Extranet, Internet
Automate form-driven business processes

◦ Forms in Outlook, including Property Promotion
◦ Workflow, Archiving, Information Rights Management
◦ Integration with Workflow Tasks
Rapidly develop and deploy form solutions

in the enterprise
◦ Common development platform (OM, data connectivity)
◦ ActiveX, Windows Form and ASPX control
◦ Importer/Exporter Framework
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35. Demo

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36. 36

37. Features and applications
Business User
Custom
SharePoint
Search
Data Profile
Solutions
Lists
WebParts Importer
Business Data Catalog
Metadata
Database
Web Service
ADO.Net Proxy
Web
Data Database
Service
Source
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38. DELIVERY
SharePoint Server
Reports Dashboards Excel Analytic
Workbooks Views Scorecards Plans
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
Excel PerformancePoint Server
BI PLATFORM
SQL Server SQL Server
Reporting Services Analysis Services
SQL Server DBMS
SQL Server Integration Services
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39. Excel Services

◦ Share spreadsheets via zero-footprint browser experience
◦ Live, interactive Excel 2007 spreadsheets
in SharePoint sites
◦ Only publish what you want, control versions
◦ Use Excel models in custom applications programmatically
◦ Data Connection Libraries to simplify deployment for both Excel Services and InfoPath
Form Services
Dashboards & Web components

◦ Common filtering (“slicing”) across web parts
◦ KPIs, Excel workbooks, and SQL 2005 Reporting Services reports
Report Center Websites

◦ Out of the box website optimized for report access
and management
◦ Consistent management of reports, spreadsheets,
and data connection
◦ Integrated with SQL Server 2005 Reporting Services
Data Connection Libraries & Business Data Catalog

◦ Centralize storage of important data connections
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40. Dundas Controls
For SharePoint
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44. Review Business Needs

Carve out about 4 to 5 requirements to begin

What does your current Portal look like?
◦
Where is the best ROI?
◦
What departments can benefit?
◦
What current processes can be easily migrated
◦
Build on those

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