This was a presentation for MN Project Users Group in May 2013. My portion of the presentation focused on out of the box that can be used with SharePoint for project management with a focus on new features for SharePoint 2013.
SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much relevant today, especially for project teams. SharePoint 2013 provides a gamut of features for managing projects. With a bit of configuration, all aspects including project planning, resourcing, costs , reporting and more can be managed. All this apart from managing project related documents and work items. Come and learn how you can get started with SharePoint 2013 for project management. And even if you are on SharePoint 2010, don’t worry. We have got something for you too!
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
My session at SharePoint Saturday Toronto on Saturday November 23, 2019 at Microsoft Canada, Mississauga. It was about modernization of classic SharePoint Online sites.
SharePoint has been on the market from 2001, and since then, matured into a very stable and popular business collaboration platform. The beauty of SharePoint is that it is relatively easy to customize and it provides an experience already familiar to users via Office suite. Most frequent use of the platform by corporations has been in the areas of web content management, information sharing and document management.
However, adoption of SharePoint as a true Project Management Information System (PMIS) has been slow. Out-of-the-box SharePoint is unappealing, customization takes time and acceptance at PMO level is often very bureaucratic.
In this presentation I will demonstrate how you can customize SharePoint to help you with your next project. You will walk away learning tips and tricks that you can implement literally in hours. Among other things, you will learn how SharePoint can help you facilitate project team collaboration, integrate existing methodologies and empower your project team.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
How to implement SharePoint in your organizationSPC Adriatics
Speaker: Joško Ivankov;
SharePoint has a large number of options, which is great because it covers a lot functionality, but it also presents a problem in choosing the right functionality for a particular purpose, and also the order of implementation. In this session, based on our practical experience in many implementations of intranet (T-HT, Podravka, HEP, Zagreb airport…) and business applications on SharePoint, we will propose the best way for the introduction of SharePoint in your organization. You will find out quick wins in implementing SharePoint that users will love, and how to set up the basic structure and integration for future (sure) growth of SharePoint implementation.
SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much relevant today, especially for project teams. SharePoint 2013 provides a gamut of features for managing projects. With a bit of configuration, all aspects including project planning, resourcing, costs , reporting and more can be managed. All this apart from managing project related documents and work items. Come and learn how you can get started with SharePoint 2013 for project management. And even if you are on SharePoint 2010, don’t worry. We have got something for you too!
Getting started with share point online modernization - SharePoint Saturday T...Salman Ahmad
My session at SharePoint Saturday Toronto on Saturday November 23, 2019 at Microsoft Canada, Mississauga. It was about modernization of classic SharePoint Online sites.
SharePoint has been on the market from 2001, and since then, matured into a very stable and popular business collaboration platform. The beauty of SharePoint is that it is relatively easy to customize and it provides an experience already familiar to users via Office suite. Most frequent use of the platform by corporations has been in the areas of web content management, information sharing and document management.
However, adoption of SharePoint as a true Project Management Information System (PMIS) has been slow. Out-of-the-box SharePoint is unappealing, customization takes time and acceptance at PMO level is often very bureaucratic.
In this presentation I will demonstrate how you can customize SharePoint to help you with your next project. You will walk away learning tips and tricks that you can implement literally in hours. Among other things, you will learn how SharePoint can help you facilitate project team collaboration, integrate existing methodologies and empower your project team.
Modernize Solutions with SharePoint & the Power PlatformJonathan Schultz
Modernize common HR, IT and other functional processes with SharePoint and the Power Platform (PowerApps, Flow and Power BI).
- Re-think SharePoint portals
- Migrate forms (static & InfoPath) to mobile apps
- Leverage interactive dashboards to make data-based decisions
How to implement SharePoint in your organizationSPC Adriatics
Speaker: Joško Ivankov;
SharePoint has a large number of options, which is great because it covers a lot functionality, but it also presents a problem in choosing the right functionality for a particular purpose, and also the order of implementation. In this session, based on our practical experience in many implementations of intranet (T-HT, Podravka, HEP, Zagreb airport…) and business applications on SharePoint, we will propose the best way for the introduction of SharePoint in your organization. You will find out quick wins in implementing SharePoint that users will love, and how to set up the basic structure and integration for future (sure) growth of SharePoint implementation.
10 SharePoint 2013 OOTB Solutions Every Power User Should KnowAdam Levithan
With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike.First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions.Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.
Building a Project Management Information System with SharePointASPE, Inc.
More and more successful project managers are utilizing SharePoint 2007 to drive their projects and operational initiatives. Out of the box, SharePoint Server offers many features that lends itself to effectively managing projects. Lists and libraries allow you to consolidate and manage project information in a central place, while business intelligence features allow you to report on that information in real-time. By utilizing SharePoint along with other business tools such as the Microsoft Office suite of applications, oraganization can create a customized Project Management Information System (PMIS) to assist with the daily management of enterprise projects.
With this webinar we would like to discuss the many benefits of using SharePoint Server as a Project Management Information system, including:
· Using SharePoint to manage project data
· Consolidating project data using SharePoint libraries
· Reporting on project data using SharePoint’s business intelligence
· Automating project tasks with SharePoint workflows
· Options to extending SharePoint’s project managemenet capabilities
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
This slidedeck was used during my session at the SharePoint Connections 2012 conference at 20 November in Amsterdam. The presentation is about how to build great applications using the new technologies introduced in SharePoint 2013.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
How to build SharePoint applications that everybody lovesMaarten Visser
How to build SharePoint applications that everybody loves. My presentation for the Dutch Information Worker User Group (DIWUG) 23 february 2012.
It also has a slide on our new to announce apps for SharePoint, Windows phone 7 and Windows 8.
SharePoint 2010 is a multifunctional product that can respond to a wide arrey of business needs. This presentation shows the highlights of this new product.
What's new in Sharepoint2010 ?
Checkout all new features of Sharepoint 2010, all set to be released on May 12, 2010.
Sharepoint 2010, MOSS, Sharepoint, What's new, New Features, BCS, Insights, Composites, Groove, Workspace, Ribbon Interface, Silverlight, Accessibility, FAST Search
10 SharePoint 2013 OOTB Solutions Every Power User Should KnowAdam Levithan
With Microsoft's push to the cloud using Office 365 out of the box solutions have become more important for the Power Users and developers alike.First we'll take a look at the top five features that have been used throughout SharePoint 2007 and 2010. Then we'll take a look at five of the newest features that SharePoint 2013 provides to create solutions.Whether you're a business user just being introduced to the full features of SharePoint or a developer building a sophisticated application, these are features that no deployment should be without.
Building a Project Management Information System with SharePointASPE, Inc.
More and more successful project managers are utilizing SharePoint 2007 to drive their projects and operational initiatives. Out of the box, SharePoint Server offers many features that lends itself to effectively managing projects. Lists and libraries allow you to consolidate and manage project information in a central place, while business intelligence features allow you to report on that information in real-time. By utilizing SharePoint along with other business tools such as the Microsoft Office suite of applications, oraganization can create a customized Project Management Information System (PMIS) to assist with the daily management of enterprise projects.
With this webinar we would like to discuss the many benefits of using SharePoint Server as a Project Management Information system, including:
· Using SharePoint to manage project data
· Consolidating project data using SharePoint libraries
· Reporting on project data using SharePoint’s business intelligence
· Automating project tasks with SharePoint workflows
· Options to extending SharePoint’s project managemenet capabilities
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
This slidedeck was used during my session at the SharePoint Connections 2012 conference at 20 November in Amsterdam. The presentation is about how to build great applications using the new technologies introduced in SharePoint 2013.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
Workflow allow you to automate your business processes
SharePoint Workflow
A Real Example of Workflow
SP Designer VS Visual Studio
SharePoint Designer 2013
Develop Workflow using SharePoint Designer
Demo: Developing SharePoint Designer 2013 Workflow
Create Workflow using Visual Studio 2012
How to build SharePoint applications that everybody lovesMaarten Visser
How to build SharePoint applications that everybody loves. My presentation for the Dutch Information Worker User Group (DIWUG) 23 february 2012.
It also has a slide on our new to announce apps for SharePoint, Windows phone 7 and Windows 8.
SharePoint 2010 is a multifunctional product that can respond to a wide arrey of business needs. This presentation shows the highlights of this new product.
What's new in Sharepoint2010 ?
Checkout all new features of Sharepoint 2010, all set to be released on May 12, 2010.
Sharepoint 2010, MOSS, Sharepoint, What's new, New Features, BCS, Insights, Composites, Groove, Workspace, Ribbon Interface, Silverlight, Accessibility, FAST Search
Get a detailed comparison and analysis of available solutions
Social Messaging is the exchange of information in real time by staff and executives. It makes status updates by staff available to the whole network (except if it has been limited to partial networks), which helps colleagues learn from each other, share what they are working on, important events, or relevant information.
Download this summary as a prelude to purchasing the full report at www.aiim.org/reports
How to Manage Projects in SharePoint Using Out of the Box FeaturesGregory Zelfond
Learn how you can utilize SharePoint out of the box functionality to manage projects. 3 options are discussed: Office 365 Groups, Document sets and project sites. Also, what's available in terms of PMO-style dashboards and reporting capability.
SharePoint 2013 as a BPM & Workflow Management SystemAndreas Aschauer
SharePoint 2013 as a WFMS
Process Management Services are a crucial piece in any system supporting ECM capabilities. SharePoint 2013 introduced a new technical foundation for workflow management and the modeling of business processes as automated workflows.
In this session the audience will learn the benefits of the new Workflow Management System architecture as well as how to leverage it in real world scenarios. Attendees will see what can be achieved in SharePoint 2013 and Workflow Manager in an easy and controllable fashion. Most important the session will dive into what is not easily feasible Out-of-the-Box and will present a birds-eye view on the BPM ecosystem that has evolved around SharePoint 2010 and 2013.
The key take-away for attendees will be an understanding of how to map real-world process management scenarios onto SharePoint 2013 Workflow workloads and when it is reasonable in terms of project risk and cost of ownership for the SharePoint investment, to move to a third party SharePoint BPM product.
The session is intended for Architects and Decision Makers who already have concrete use cases/scenarios at hand and need to map them to SharePoint technology.
10 Reasons to Avoid Folders in SharePoint 2013/2010Bobby Chang
Maximize your SharePoint investment and find out why you need to avoid folders and start leveraging the Enterprise Content Management features in SharePoint 2013 and 2010. (For new perspectives in SharePoint modern document library, check out http://www.slideshare.net/bobbyschang/to-folder-or-not-sharepoint).
This presentation outlines the shortcomings of folders and explore such alternatives as Custom Columns, Views, Key Filters, Managed Metadata, Content Type, and Document Set.
View a recording of the session here: https://www.youtube.com/watch?v=0tDmGhIljmQ
Document Management in SharePoint without folders - Introduction to MetadataGregory Zelfond
Step-by-Step Guide to Document Management
in SharePoint. Part I – Introduction to Metadata
What’s wrong with Folders?
Intro to Metadata
Step-by-Step on how to setup SharePoint Metadata
SharePoint has been the platform of choice for many organizations that need an integrated solution for enterprise content management, document management, business-enabling tools such as search, workflows, social networking, and much more. There are numerous out-of-the-box SharePoint tools that can be used to greatly enhance the communication, reporting, and governance required in project management.
This presentation provides a live presentation of some advanced tools such as dashboards, alerts, Document Sets, charting, process map visualization, and more on the new SharePoint 2013 platform.
In this demo rich session, Penny will demonstrate will introduce some of the new workflow features of SPD 2013: concentrating on loops, the new dictionary variable and calling web services, as well as the new SharePoint 2013 Promoted Links list app.
Building an App Forms Business Solution - Penelope CoventrySPC Adriatics
In this session, after a brief introduction on how to use Microsoft Access® 2013 to build Microsoft® SharePoint® apps with a full SQL Server® database, Penny will demonstrate how such technology was used in an actual business scenario. Most of the session will be ‘no-code’, and Penny will discuss hints and tips that she found useful. This session is applicable to information users, using either Office 365™ or an on-premises installation of Microsoft SharePoint® 2013. This session also briefly summarise other existing and planned SharePoint-related Microsoft Forms solutions, such as Excel Surveys (aka “FoSS”), and Forms on SharePoint Lists (aka “FoSL”).
SharePoint Designer Workflows - Nuts, Bolts and ExamplesDrew Madelung
This session will touch on all different aspects of SharePoint Designer workflows. Whether you are just getting started with your first workflow or want to see some cool complex examples, this session is for you!
The key areas this session will cover are:
• Differences between SharePoint 2010 and 2013 workflows
• Getting started with SharePoint Designer workflows
• Great workflow features you might not be using
• My handy tips and tricks
• Real world examples of when you can use workflows
Where did design view go in SharePoint DesignerPatrick O'Toole
This presentation goes into the role of the SharePoint 2013 Power User and how things have changed for them since SharePoint 2010. This was presented at the Chicago Developers SharePoint User Group in July 2013
The Future of SharePoint - SharePoint 2016Don Donais
Presentation based on information from Microsoft Ignite about SharePoint 2016, OneDrive for Business, Delve, Office Graph, Office 365 Groups and NextGen Portals.
SharePoint Saturday Paris 2015 Validating SharePoint 2013 Farm Before Go-LiveChirag Patel
You are at a mercy of your IT service provider who has delivered SharePoint to your organisation and you are ready to go live... but your newly appointed SharePoint expert has found plethora of issues!
This session focuses on real world scenario on what went wrong and the steps SharePoint expert recommended and actioned to bring the project back on track to drive the replacement of fileshare with SharePoint 2013 and paving the way for better end user adoption.
Leveraging microsoft’s e discovery platform in your organizationDon Donais
Statistics around eDiscovery implementations are staggering: 90% of US companies are engaged in some sort of litigation with an average eDiscovery case costing around $1 million. Organizations can leverage their Microsoft investment without having to purchase expensive add-ons. This session will look at how to configure and use the Microsoft eDiscovery platform.
GridMate - End to end testing is a critical piece to ensure quality and avoid...ThomasParaiso2
End to end testing is a critical piece to ensure quality and avoid regressions. In this session, we share our journey building an E2E testing pipeline for GridMate components (LWC and Aura) using Cypress, JSForce, FakerJS…
Maruthi Prithivirajan, Head of ASEAN & IN Solution Architecture, Neo4j
Get an inside look at the latest Neo4j innovations that enable relationship-driven intelligence at scale. Learn more about the newest cloud integrations and product enhancements that make Neo4j an essential choice for developers building apps with interconnected data and generative AI.
In his public lecture, Christian Timmerer provides insights into the fascinating history of video streaming, starting from its humble beginnings before YouTube to the groundbreaking technologies that now dominate platforms like Netflix and ORF ON. Timmerer also presents provocative contributions of his own that have significantly influenced the industry. He concludes by looking at future challenges and invites the audience to join in a discussion.
GraphSummit Singapore | The Art of the Possible with Graph - Q2 2024Neo4j
Neha Bajwa, Vice President of Product Marketing, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Alt. GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using ...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Communications Mining Series - Zero to Hero - Session 1DianaGray10
This session provides introduction to UiPath Communication Mining, importance and platform overview. You will acquire a good understand of the phases in Communication Mining as we go over the platform with you. Topics covered:
• Communication Mining Overview
• Why is it important?
• How can it help today’s business and the benefits
• Phases in Communication Mining
• Demo on Platform overview
• Q/A
Essentials of Automations: The Art of Triggers and Actions in FMESafe Software
In this second installment of our Essentials of Automations webinar series, we’ll explore the landscape of triggers and actions, guiding you through the nuances of authoring and adapting workspaces for seamless automations. Gain an understanding of the full spectrum of triggers and actions available in FME, empowering you to enhance your workspaces for efficient automation.
We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Threats to mobile devices are more prevalent and increasing in scope and complexity. Users of mobile devices desire to take full advantage of the features
available on those devices, but many of the features provide convenience and capability but sacrifice security. This best practices guide outlines steps the users can take to better protect personal devices and information.
Observability Concepts EVERY Developer Should Know -- DeveloperWeek Europe.pdfPaige Cruz
Monitoring and observability aren’t traditionally found in software curriculums and many of us cobble this knowledge together from whatever vendor or ecosystem we were first introduced to and whatever is a part of your current company’s observability stack.
While the dev and ops silo continues to crumble….many organizations still relegate monitoring & observability as the purview of ops, infra and SRE teams. This is a mistake - achieving a highly observable system requires collaboration up and down the stack.
I, a former op, would like to extend an invitation to all application developers to join the observability party will share these foundational concepts to build on:
UiPath Test Automation using UiPath Test Suite series, part 6DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 6. In this session, we will cover Test Automation with generative AI and Open AI.
UiPath Test Automation with generative AI and Open AI webinar offers an in-depth exploration of leveraging cutting-edge technologies for test automation within the UiPath platform. Attendees will delve into the integration of generative AI, a test automation solution, with Open AI advanced natural language processing capabilities.
Throughout the session, participants will discover how this synergy empowers testers to automate repetitive tasks, enhance testing accuracy, and expedite the software testing life cycle. Topics covered include the seamless integration process, practical use cases, and the benefits of harnessing AI-driven automation for UiPath testing initiatives. By attending this webinar, testers, and automation professionals can gain valuable insights into harnessing the power of AI to optimize their test automation workflows within the UiPath ecosystem, ultimately driving efficiency and quality in software development processes.
What will you get from this session?
1. Insights into integrating generative AI.
2. Understanding how this integration enhances test automation within the UiPath platform
3. Practical demonstrations
4. Exploration of real-world use cases illustrating the benefits of AI-driven test automation for UiPath
Topics covered:
What is generative AI
Test Automation with generative AI and Open AI.
UiPath integration with generative AI
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Goodbye Windows 11: Make Way for Nitrux Linux 3.5.0!SOFTTECHHUB
As the digital landscape continually evolves, operating systems play a critical role in shaping user experiences and productivity. The launch of Nitrux Linux 3.5.0 marks a significant milestone, offering a robust alternative to traditional systems such as Windows 11. This article delves into the essence of Nitrux Linux 3.5.0, exploring its unique features, advantages, and how it stands as a compelling choice for both casual users and tech enthusiasts.
Pushing the limits of ePRTC: 100ns holdover for 100 daysAdtran
At WSTS 2024, Alon Stern explored the topic of parametric holdover and explained how recent research findings can be implemented in real-world PNT networks to achieve 100 nanoseconds of accuracy for up to 100 days.
3. MN SharePoint Users Group
• 2nd Wednesday of Every Month
• 9 a.m. to 11:30 a.m.
• Audience: SharePoint Users,
Administrators, and Developers
• Held at the Microsoft Technology
Center (MTC)
http://sharepointmn.com
4. Topics
• General Principals
• Tracking Projects
• Connecting to Documents
• Communications & Alerts
• Reporting & Dashboards
• Other Considerations
7. Where Can SharePoint Help?
Project Tracking
Project
Documents
Communication
Metrics
8. Crawl, Walk, Run
• Crawl
Out of the Box Features
• Walk
Integration with MS Project
Third Party Tools
• Run
MS Project Server
Custom Development with Other Applications
9. Getting Started
• Same As Any Other Product
• Discovery
What is the PMO Process?
What types of projects is this helping to manage?
Information Architecture/Taxonomy
Document/Content Management
Roles
• Implementation
Documentation of Solution
Training
10. Information Architecture/Taxonomy
• How is a user going to navigate?
• User Interface
Single SharePoint Site Collection with all Projects
Rolling Up Specific Content to Top Level
Consistent Site Layout/Structure
• How is Content Divided Up?
List/Library vs. Site/Sub-site
Global and Local Navigation
11. Document/Content Management
• Content Types
Document Templates
• Workflows
Out of the Box
SharePoint Designer Custom
Third Party Vendor
• Site Columns
• Content Approval
• Check-Out
• Versioning
12. Project/SharePoint Roles
• Project Specific Roles
Project Manager
Project Team Members
Team Leads?
Executive Sponsor
Project Sponsor/Director
• SharePoint Specific Roles
SharePoint Owner
SharePoint Member
SharePoint Approver
SharePoint Visitor
Project Role SharePoint Role Permissions
Project Manager Owner Full Control
Project Team
Members
Member Contribute
Team Leads Member & Approver Contribute; Approval
Executive Sponsor Visitor Read
Project
Sponsor/Director
Visitor Read
13. SharePoint Training
• Train Based on Roles
Owners – Needs the Most
• Permissions
• Creating Sites
• Document Management Features
• Lists and Libraries
• Web Parts
• Much More
Members
• Adding Content Lists/Libraries
• Adding Metadata
• Creating Personal Views
• Connecting to Office
Visitors
• Navigating Around SharePoint
• Opening and Reading Documents
15. Project Sites
• FAB 40 Template - SharePoint 2007 & 2010
Project Tracking Workspace
Budgeting and Tracking Multiple Projects
Change Request Management
IT Team Workspace
• Team Sites (All Versions)
• Project Site (SharePoint 2013)
Basic Team Site
Automatically Includes Task list and Timeline
Notebook – a.k.a. OneNote
16. Built In Lists
• Tasks List (All Versions)
Tracking Tasks
Predecessors Added in 2010
• Project Task List (All Versions)
Gantt View
Predecessors Added in 2010
• Calendars (All Versions)
Calendar Overlay Added in 2010
• Issues List (All Versions)
Bug Tracking
• Contact List (All Versions)
Contact Information
Custom List (All Versions)
Milestones, Overall Project Master List
17. Access Services
• SharePoint Enterprise Version 2010 or 2013
Tables, Queries, Forms, Reports
Issues Web Database
Projects Web Database
• SharePoint 2010
Web Databases SharePoint Sites
• SharePoint 2013
SharePoint Apps
Need Access 2013
Creates SQL Database per Access App
18. Microsoft Project 2010/2013
• Purpose for MS Project and SharePoint?
Synchronize Tasks
• MS Project 2010/SharePoint 2010
Create or Overwrite Task or Project Task List
Tasks and Subtasks Difficult
Create Custom Fields in MS Project
• Map Fields to SharePoint
• MS Project 2013/SharePoint 2013
Create or Overwrite Task or Project Task List
Tasks and Subtasks are Separate and Easy to Use
Create Custom Fields in MS Project
• Map Fields to SharePoint
21. Document Management Features
• Ensure One Version of the Truth
• Content Types/Site Columns (SharePoint 2007-2013)
Document Templates
Metadata
Persistent Workflows
Document Sets (SharePoint 2010 & 2013)
• Content Approval (SharePoint 2007-2013)
Not Available Until Approved
• Check-Out vs. Collaboration (SharePoint 2007-2013)
Check-Out on Documents Only
Office Web App/Office Co-Authoring Capabilities
• Versioning
Major and Minor
Number of Versions Retained
22. Connecting to Tasks
• Used to Relate Content (Lists and Libraries)
• Lookup Column (SharePoint 2007-2013)
Connects Lists Relationally
Enforce Relationship Behavior (2010 & 2013)
Limited to the SharePoint Site
• Displaying Tasks/Associated Documents
Web Part Connections – Web Part Pages
Default Display Form
25. Alerts
• Very Powerful and Most Overlooked Tool
• Automatically Communicating Activity
• SharePoint Alerts
List/Library Level
Item/Document Level
Search Level
• Options Include
Users
Send Alerts for These Changes
When to Send Alerts
MOST IMPORTANTLY – YOU CAN SIGN SOMEBODY ELSE
UP!
26. Workflows – Out of the Box
• Add Automated to and Existing Business Process
• Used to Communicate or Effect Document Lifecycle
• Workflows Include:
Approval
Collect Feedback
Collect Signatures
Three-state
Disposition Approval
• Information Management Policy
27. Custom Workflows
• SharePoint Designer 2007 – 2013
Advanced Workflows to Alert to Interact with Content
Conditions & Actions
Stages &
• SharePoint Designer 2010/2013 and Visio
Workflow Visualization
• Third Party Vendors
Nintex
K2
28. Other Communication
• Real Simple Syndication (RSS Feeds)
Subscribe to RSS Feed
RSS Feed Readers
• Connecting to Outlook
Tasks
Calendars
Contacts
• SharePoint Workspace 2010
• SkyDrive (SharePoint 2013)
• Tags and Notes (SharePoint 2010 – 2013)
Tag Content, Lists/Libraries or Pages
• Following (SharePoint 2013)
Followed Content is Available in My Site
31. Web Parts & Views
• Quick Look at Important Info
• Can Display
Project Need SharePoint Solution
My Tasks on Project Site List Web Part with View Filtering by User or My Tasks (SP
2013)
Tasks Displayed on Calendar Calendar View of the Task List
Relevant Documents to User Web Part Relevant Documents
Key Metrics Excel Services (Enterprise 2007 – 2013)
Project Status KPI or Status List (Enterprise 2007 – 2010)
Aggregated Tasks or Documents Content Query Web Part, Content Search Web Part, or
Search Scopes
32. Task Aggregation
• SharePoint 2013 Features
• My Tasks
Aggregate Across All SharePoint
Include Tasks From Exchange 2013
Include Tasks from Project 2013
• Different Views
Important and Upcoming
Active
Completed
By Task List
33. Resources
• SharePoint 2007 FAB 40
http://technet.microsoft.com/en-us/sharepoint/bb407286.aspx
• SharePoint 2010 FAB 40
http://www.techsolutions.net/SharePointSolutions.aspx
• Microsoft Office – SharePoint and Project
http://office.microsoft.com/en-us/support/results.aspx?qu=project&ex=2&filter=1&av=osu