Download - Charlotte SharePoint Saturday 2013
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Charlotte SharePoint Saturday 2013
March 16, 2013
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Skanska’s Partner Portal and External Document Management System
Steve LineberrySenior IT Architect – SharePointSkanska USA Inc.
Slides Available: http://steve.thelineberrys.com
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Platinum Sponsors
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Gold Sponsors
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Agenda
− Introduction
− About Skanska
− Our Business Challenges
− The Solution
− Demo
− Q&A
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Steve Lineberry – Skanska USA Inc.
Eight years SharePoint experience
Responsible for SharePoint at Skanska USA
Frequently attend Charlotte SharePoint Users Group and contribute on SharePoint Overflow
Interviewed on the SharePoint Pod Show
Blog: http://steve.thelineberrys.com
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Who is Skanska?
− One of the world’s leading companies in construction and project development
− Four business streams Construction (building and heavy
civil projects) Residential Development Commercial Development Infrastructure Development
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Local Presence with Global Strength
SwedenNorwayDenmarkFinlandUnited KingdomEstoniaPolandCzech RepublicSlovakiaHungaryUnited States
Latin America
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Skanska USA Locations
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Skanska USA IT− Services offered
• Service desk• Field support• Core infrastructure/data center
support• Business systems analysis• Application development and
integration services• Project management• Procurement services• Communications and training
support for IT products and services
− InformationWeek 500
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University Medical CenterNew Orleans, LA
Oregon Sustainability CenterPortland, OR
World Trade Center Transportation Hub Oculus Construction New York, NY
MetLife Stadium East Rutherford, NJ
eBaySouth Jordan, UT
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Typical Team Structure
− Project teams vary insize, from 10s to 100s to 1000s of people.
− Teams can span across time zones, regions and countries.
Skanska
• Subcontractors
Owner
• Architect• Engineers• Consultants
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Collaboration
Scalability
Simplicity
Flexibility
Security and Audit Trail
Accessibility
Standardization
Business Challenges
in 2006
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− External facing SharePoint environment started with SharePoint 2003, has been upgraded twice and is now running SharePoint 2010.
For more information, read our Microsoft case study
Solution
in 2006
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Common template used as a starting point
Project teams customize the site based on the project and client needs.
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Business Challenges
Today
Thousands of projects; Different team sites, Same template
Where to store documents? SharePoint, File Server, Cloud?
Multiple non-SharePoint systems used for varied aspects of the project
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Project Requirements
Common Systems to manage and share info:• Owners, Architects and Engineers • Internal Skanska Operations • Subcontractors
• Enhanced information retrieval• Centralized/Standardized Access Point
• Support Personnel Mobility• Ease Transition to new projects
• Simplified project start-up • Decreased project setup time
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The Solution
SharePoint Site
Template
Managed Metadata
Content Types
Content Organizer
SkyDrive Pro
Email enabled lists and libraries
Custom Solutions
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Demos
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Q & A
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SharePoint Site Template
− Custom designed Master Page (www.synteractive.com)
− Touch Friendly UI
− Open in new window or in modal so you never leave the landing page
− Hide ribbon by default (http://steve.thelineberrys.com/option-to-show-the-sharepoint-2010-ribbon-when-hidden-by-default-2/)
− 3 different landing pages based on permissions
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Hide Ribbon by Default
Code sample on my blog:http://steve.thelineberrys.com/option-to-show-the-sharepoint-2010-ribbon-when-hidden-by-default-2/
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Metadata or Folders?
− How many of you have tried to convince your company on using metadata for files instead of folders?
− http://www.youtube.com/watch?v=B_5p6VYYlcs&feature=youtu.be
− This video was part of an attempt at my best Billy Mays impression back in 2009 when I had more hair
− No bites back then but when SP 2010 came out with the managed metadata service, I got some traction.
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Managed Metadata
− Metadata Navigation can replace folder navigation (Masterpage modification required to display within a modal)
− Type ahead or select from list
− Allows multiple terms to be assigned a single document/item
− Centrally Managed and Site Collection Managed
− Multiple labels/names for a single term
− 38 Page document outlining the taxonomy
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Metadata Navigation can replace folder navigation
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Allows multiple terms to be assigned a single document/item
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Centrally Managed and Site Collection Managed
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Multiple labels/names for a single term
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Content Types
− A reusable collection of settings that you can apply to a certain category of content
− Enable you to manage the metadata and behavior of a document, item, or folder in a centralized, reusable way
− Built upon Site Columns
− Needed for Content Organizer
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Content Type Syndication Hub
− Managed through UI
− Managed by Non-Developers
− Managed in Visual Studio
− Large number of databases
− Need access to content types during feature activation of site template
Yes No
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Content Organizer
− A way to submit documents to a single “drop off library” and based on metadata rules, documents can be routed to a final destination
− In our solution all users will upload documents to the drop off library, then Skanska employees will receive an alert notifying them of submitted documents. Those Skanska employees will approve the document by changing the content type, fill in the metadata and then the document will route to the correct destination.
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Batch Edit
− Custom Solution
− Started with code from CodePlex:• http://sp2010batchedit.codeplex.com/
− Fixed a few bugs
− Modified to allow bulk content type changes
− Modified to approve documents
− Modified to route document if in a drop off library• http://steve.thelineberrys.com/process-drop-off-library-items-p
rogrammatically/
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Metadata Based Security
− Custom Solution
− Consists of an event receiver that does the work and an application page for configuration
− Changes item permissions based on data in a column of the item
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− Notice metadata matched permissions
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Working with Multiple Files
− Already shown Batch Edit
− Upload Multiple files using Office Active-X control
− Open with Windows Explorer / Explorer View
− SkyDrive Pro / SharePoint Workspace
− E-mail enabled lists and libraries
− Download as a Zip
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SkyDrive Pro− Allows you to select the folder where the files will sync
to and provides better application support
− Shows up in list of Favorites in Windows Explorer
− Syncs in the background using delta sync just like SP Workspace
− Full application compatibility because file has a REAL physical path unlike SP workspace (Important for CAD based software which most times require external references)
− Currently only available with Office 2013 but standalone FREE version and iphone/ipad version available summer of 2013
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E-mail Enabled Lists and Libraries
− Creates an email address for a list or library
− Can create folders based on sender or subject
− List support• Document, picture, or form library• Announcements list• Calendar list• Discussion board• Blog
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Download as a Zip
− Custom Solution
− Allows a user to select multiple documents and the system will package them in a zip file for the user to download• Streams file to user as it is building the zip to
reduce CPU load on servers and give instant gratification to end user
• Throttles files based on current server’s health score using SPPerformanceInspector
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Recap
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Q & A