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)

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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

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Microsoft SharePoint Server 2010 … the bright frontier

Eastern Long Island, July 4, 2010

Sample: Multiuser Collaborative
Graphic Design in Windows

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Enterprise Knowledge Management
• Document Centers and large document pool
management
• Rules based Routing
• Records Management
• Customized Enterprise Search

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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

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Document Centers

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Managed Metadata

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Taxonomy
• Creating and managing
terms and term sets
• Attaching to a library
• Taxonomy navigation

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Rules-based Routing
• Drop-off Library and
Content Organizer
• Move content based on
content type
• Move content based on
metadata and
properties

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Enterprise Records Management

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Customized Enterprise Search

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Demo
• Document Centers
• Routing
• Search

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Loose Collaboration –
The New Network
• Communities
• Social tagging and rating
• Traditional, undefined and implicit teams

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SharePoint Communities

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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

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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

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Demo
• Social Networking / Communities
• Tag Profile

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Beyond the Desktop
• SharePoint Workspace
• Office Web Applications/Firefox
• Mobility Clients
• All Together Now

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SharePoint Workspace 2010

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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

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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

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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

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Multiuser editing

• Excel in OWA, not client
• Word/PowerPoint on client only if file opened from a
shared document library
• OneNote client or OWA

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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

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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

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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)

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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

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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

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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

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KMA SPTechCon Deck on Collaboration

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