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1. SharePoint in the Workplace
Duration: 8:30am-10:00am (1.5 hours)
Presenter: Howard Forder
. MCT, MCSE, MCDST, MODL, MCITP
hforder@howardforder.com
IT Implementation of SharePoint 2013 in the Workplace

2. Meet Howard Forder
“25 years of
consulting and
training”
www.howardforder.com
MCT, MCSE, MCDST,MODL,A+

3.  This informative session will dive into many areas of SharePoint from
an IT perspective. It will also emphasize the importance of delegation
in SharePoint for the various duties performed.
 Many companies have SharePoint but are not utilizing it because
they haven't seen it in action the way it was designed. Roles will be
defined, and the expectations of those roles, and the courses
pertaining to each role.
 Walk away with a better understanding of what it is, how it is used
more effectively and how IT can drive that functionality forward.
IT Implementation of
SharePoint 2013 in the Workplace

4. Agenda
Section 1: Introduction to SharePoint 2013
What is SharePoint
SharePoint Roles
Section 2: Delegation of Site Ownership
IT can’t do it all.
What does the Site Owner do?
Section 3: IT’s job in setting the stage
Related Microsoft Official Curriculum & Target Audiences

5. Introduction to
SharePoint 2013
What is SharePoint
SharePoint Roles

6. What is SharePoint?
 A web based collaboration platform
 A project management tool, specifically, to manage
the timelines and flow of documents in a project.
 A document storage system or Enterprise Content
Management System (ECM).
 A multi-tiered line-of-business application.
 A powerful search platform to find people, documents
and specific content in those documents.

7. A Web-based
Collaboration Platform
 Using any web browser, project members upload
documents, adjust to-do lists, modify calendar items and
contribute to blogs, wikis and discussion boards.
 Any device, anywhere, anytime.
 Each SharePoint team site is a collaboration project.
 Each project has a selected group of employees to contribute
and get the project done.

8. A Project Management Tool
 To manage the timelines and flow of documents in a project.
 Using a Tasks List
 Using a Project Calendar
 Using select, invited members

9. A Project Management Tool
 Using a Tasks List

10. A Project Management Tool
 Using a Project Calendar

11. A Document Storage System
 Temporary Project Documents

12. Enterprise Content Management
 Currently an ECM encompasses three main components:
 Document management: for check-in/check-out, version control,
security and library services for business documents.
 Records management: for long-term archiving, automation of
retention and compliance policies, and ensuring legal, regulatory
and industry compliance.
 Web Content Management (WCM): WCM for controlling the
content of a website through the use of specific management tools
based on a core repository. It includes content creation functions,
such as templates, workflow, change management, and content
deployment functions that deliver prepackaged or on-demand
content to Web servers.

13. ECM defined as a
strategy can help
enterprises take control
of their content and, in
so doing, boost
productivity, encourage
collaboration and make
information easier to
share.
ECM defined as
software consists of
applications that
interoperate, but that can
be sold and used
separately.

14. A Document Storage System

15. A Multi-Tiered
Line-of-Business Application
Tier
SharePoint Server Front End
Can be NLB farm
Tier
Application Server(s)
Optional
Search
Query
BI or others
Tier
SQL Server(s)
Single or cluster

16. A Powerful Search Platform
People Search
As you can see,
familiar search
layout to find
exactly what
you are looking
for.
Based on any
attributes of
that person

17. A Powerful Search Platform
Content
Search
As you can see,
familiar search
layout to find
exactly what
you are looking
for.
Based on any
attributes of a
document

18. SharePoint Roles
There are specific roles in SharePoint requiring different
levels of training and skills:
• SharePoint Architect (planner)
• SharePoint Developer (programmer)
• SharePoint IT Administrator (server farm)
• Site Owner (individual site collections)
• End User (content contributor and consumer)

19. IT Administrator
The skills for an IT Admin can be learned in a 5 day
course at the minimum. Skills needed are:
• Understand the network infrastructure
• Install SharePoint and Office Web Apps (server)
• Use Central Administration
• Administer managed metadata (SharePoint Taxonomy)
• Use PowerShell to administer SharePoint
• Activate SharePoint Features

20. IT Administrator
Network Infrastructure

21. IT Administrator
Install SharePoint
GUI
vs
PowerShell
SharePoint can be installed on a
Windows 8 Pro workstation with
Hyper-V (for practice or dev)

22. Guidelines for OWA Installation
 To minimize the complexity of the deployment install all office web apps roles on
each server instead of distributing the roles on servers.
 Office web Apps 2013 does not require SQL database.
 PowerShell is used to define Office Web Apps topology, by using New-
OfficeWebAppsFarm command with the master server (the first server in the farm)
and by using New-OfficeWebAppsMachine command to join more machines to the
farm.
 PowerShell commands connect the SharePoint farm to Office Web Apps farm.
 When installing updates and patches , the Office Web Apps server should be
disconnected from the Office Web Apps farm then joined again after finish the
patching.
 SharePoint system account cant render office web apps (by design for security)
 NLB Tips
 Consider using NLB for high availability
 Make sure to enable NLB server affinity
IT Administrator

23. IT Administrator
Use Central Administration

24. IT Administrator
Administer Managed Metadata

25. IT Administrator
Managed Metadata in Columms

26. IT Administrator
Managed Metadata in Columms

27. IT Administrator
Administer Managed Metadata
Or to publish content
types to many site
collections using a
Content Type Hub
Site Collection.

28. IT Administrator
Use PowerShell
From the
SharePoint
console or in the
PowerShell ISE

29. IT Administrator
Activate Features & Solutions
It’s our job to take features and
solutions built by developers and
install, then activate them.

30. Delegation of Site Ownership
IT can’t do it all!
What does the Site Owner do?

31. Site Owner
IT Can’t Do It All!
• We design the farm
• We install the farm servers
• We configure Web Applications
• We configure Site Collections
• We design the Taxonomy
• We install features and solutions
• We fix

32. Site Owner
Site Owners
• Managers take control of their Site Collections
• Department Managers and Project Managers
are given the permission of “Site Owner”
• As a Site Owner, they can make more sites and
• Modify the current site web part placement
• Modify the look and feel of the site (theme)
• Change menu items
• Add or insert web parts, apps and
audio/video
• Add or remove libraries and lists

33. Site Owner
Site Owners

34. Site Owner
Site Owners

35. Site Owner
Site Owners
With little training, Site
Owners can easily manage
the permissions of the
members of their site.

36. Site Owner
Site Owners Summary
 Are not IT personnel
 Are given a 2 day course
 Are given owner permission to site(s)
 IT can “take ownership” to help
 Are responsible for the lifecycle of each site.
 Can make more subsites as needed.
(each IIS server can house 250,000 sites.)
 Edit with a browser, not SP Designer!

37. IT’s Job in Setting the Stage
Set expectations from the start.
• You might be the architect and the IT implementer but get
the roles defined early in the deployment.
• Developers might be needed for custom solutions.
• Help your company understand how big this endeavor is.
• Delegation is key. IT can’t do it all. We cannot be modifying
100,000 sites for everyone.
• Have specific training for IT, Site Owner AND End Users.
• Once Site Owners and End Users learn how
and why, they drive acceptance!

38. SharePoint Courses
There are many courses available through CTE Solutions
• SharePoint Architect (planner)
• SharePoint Developer (programmer)
• SharePoint IT Administrator (server farm)
• Site Owner (individual site collections)
• End User (content contributor and consumer)

39. SharePoint Courses

40. SharePoint IT Courses

41. SharePoint Site Owner Courses

42. SharePoint End User Courses

43. SharePoint in the WorkPlace
Duration: 8:30am-10:00am (1.5 hours)
Presenter: Howard Forder
MCT, MCSE, MCDST, MODL, MCITP
hforder@howardforder.com
.
IT Implementation of SharePoint 2013 in the WorkPlace