windays 2009 - sharepoint for end users - shortcuts to success
DESCRIPTION
* Best practices for content owners * Planning and organizing SharePoint lab in a virtual environment * Organizing a “SharePoint team” * Planning your sites with Mind Manager * Simple, easy, effective use cases and scenarios you could deploy to your intranet site * Creating KPIs on top of Windows SharePoint Services * Using simple web parts and scripts to change SharePoint UI: collapse quick launch, adjust a web part size automatically, add menu items, create preview panes and much moreTRANSCRIPT
![Page 1: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/1.jpg)
SharePoint for End UsersShortcuts to success
Toni FrankolaPerpetuum Mobile d.o.o.http://www.sharepointusecases.comhttp://twitter.com/tonifrankola
![Page 2: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/2.jpg)
![Page 3: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/3.jpg)
Quick poll
• My company is:A. Microsoft Partner companyB. Small-Medium business (up to 500 employees)C. Large business (more than 500 employees)
![Page 4: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/4.jpg)
Quick poll (2)
• SharePoint – implementation status:A. Not installedB. Implemented, but work still in progressC. Completed
![Page 5: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/5.jpg)
Contents
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 6: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/6.jpg)
Licensing
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 7: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/7.jpg)
Licensing
Windows SharePoint Services 3.0
SharePoint Server 2007 Standard
SharePoint Server 2007 Enterprise
![Page 8: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/8.jpg)
Licensing - prices
• Windows SharePoint Services 3.0• Free
• SharePoint Server 2007 – Standard• Server: $4424• Per user (CAL): $94
• SharePoint Server 2007 – Enterprise• Price same as for Standard• + for each user (CAL): $75• Enterprise licensing models!
![Page 9: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/9.jpg)
Windows SharePoint Services 3.0
• Features:• Team collaboration sites• Document Management• Contacts, Tasks, Calendars• Blogs, Wikis• Basic Project Management• Basic Search
![Page 10: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/10.jpg)
SharePoint 2007 - Standard
• All WSS features and the following:• Enterprise Search• Web Content Management• Records Management• Portal Management• Personalization (My Site)
![Page 11: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/11.jpg)
SharePoint 2007 - Enterprise
• Features of Standard but also the following:• Business Data Catalog• BI and Excel Services• InfoPath Web Forms• Performance Point
![Page 12: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/12.jpg)
Licensing – best practices
• Match edition to your needs• Consult your licensing partner for best price
and licensing model
• Choose the right edition – best options:1. The higher edition2. 3rd party products3. Custom development
![Page 13: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/13.jpg)
Quick poll (3)
• We are using:A. SharePoint Services 3.0B. SharePoint StandardC. SharePoint Enterprise
![Page 14: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/14.jpg)
Office 2003
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 15: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/15.jpg)
15
SharePoint 2007 with Office 2003
Application / Feature Office 2003 Office 2007WordAutomatically updating properties NO YESWrite a blog post NO YESOutlookSynchronize items NO*
(one way only) YES
Synchronize document libraries NO YESExcelPublishing Excel files as web pages NO YES
PowerPointWorking with Slide Library NO YES
![Page 16: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/16.jpg)
16
Best practices for Office 2003
• Do you need new features?• Install Office prior to SharePointa
• Budget: Training end users for new Office
• Beware: You will need Office 2007 eventually
![Page 17: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/17.jpg)
SharePoint Designer 2007
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 18: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/18.jpg)
SharePoint Designer 2007
• Required for every implementation• FREE as of April 1st 2009.• Administration, design, workflows…
![Page 19: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/19.jpg)
SharePoint team
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 20: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/20.jpg)
SharePoint team – best practices
1. System administrator2. Developer or “developer”3. Consultant or “consultant”4. Power users5. End user/business user
![Page 21: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/21.jpg)
What to do with your SharePoint?
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 22: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/22.jpg)
Installation completed
![Page 23: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/23.jpg)
Implementation – best practices
• Admin: “It’s installed go play with it!”• Beep! Wrong! Horror!• Questions:
• Who is going to use it?• For what it is going to be used?• How it will be used?
• You must have a buy-in from end users• You are looking for usage scenarios!
![Page 24: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/24.jpg)
Buy-in, what’s that?
• Recognize organizations’ problems• Solve these step-by-step
• Cooperate with end users
• Start small (pilot for small group of users)
• Please note: SharePoint implementation is not a single project
![Page 25: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/25.jpg)
For end users
• Educate them• Make their job easier• SharePoint that is not used by end users is not
in production!
![Page 26: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/26.jpg)
Implementation – best practices
• Form an evangelist team• Support team• Apply an evolution model for your SharePoint
• Caution: SharePoint could grow out of control!• Solution: Governance plan!
![Page 27: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/27.jpg)
Implementation – best practices (2)
• Give control only to educated power users
• They are content owner• It is their responsibility• They should define structure• You define rules• Automate
![Page 28: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/28.jpg)
Typical usage scenarios
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 29: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/29.jpg)
Scenarios
• Typical ones:• Managing (search) project documentation• HR processes• Help Desk management• Contracts in legal department• Replace paper based approvals and routing• Central phonebook
![Page 30: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/30.jpg)
Information architecture
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 31: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/31.jpg)
A typical way to start SharePoint implementation?
![Page 32: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/32.jpg)
SharePoint is (not)designed for following
• Supported files:• “Collaboration” documents
• NOT supported files:• Databases• Backups• Files larger then 100MB• Reports (dumps) and stuff• Archives• Executables
![Page 33: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/33.jpg)
Planning content types
Corporate document Project
Type
Account
![Page 34: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/34.jpg)
Content types structure
Corporate document Project
Type
Account
Memo Spec. Report
![Page 35: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/35.jpg)
Content type structure - example
![Page 36: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/36.jpg)
Alternative view…
![Page 37: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/37.jpg)
Integration with LOB system (no BDC)
Report CRM system
![Page 38: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/38.jpg)
Integration with LOB system (no BDC)(2)
• Soon to be released to codeplex
![Page 39: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/39.jpg)
Content type search example
![Page 40: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/40.jpg)
Testing environment
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 41: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/41.jpg)
Testing environment
• You must have a testing env.• Make a copy of real env.• Virtual
• Example:
![Page 42: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/42.jpg)
Testing environment – best practices
• Same edition, SPs and features (test and production)
• Run IT on a Virtual Hard Disk (demos and stuff)• Test everything on test first!
![Page 43: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/43.jpg)
Tricks and advices for best UX
1. Licensing
2.Office 2003
3.SharePoint Designer
4. Team
5.What to do with SP?
6.Scenarios
7.Information architecture
8.Testing
environment
9.UX
![Page 44: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/44.jpg)
End User SharePoint.com
• http://endusersharepoint.com• http://endusersharepoint.com/STP - Q&A
![Page 45: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/45.jpg)
UX – Navigation
![Page 46: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/46.jpg)
UX – Navigation (2)
![Page 47: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/47.jpg)
Interface improvements (3)
![Page 48: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/48.jpg)
KPIs for WSS
![Page 49: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/49.jpg)
KPIs for WSS(2)
![Page 50: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/50.jpg)
Calculated columns
![Page 51: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/51.jpg)
Calculated columns (2)
=TEXT(Created,"dd mmm yy")
![Page 52: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/52.jpg)
![Page 53: WinDays 2009 - SharePoint For End Users - Shortcuts To Success](https://reader033.vdocuments.mx/reader033/viewer/2022061205/5480965ab4af9fad2a8b4704/html5/thumbnails/53.jpg)
Toni Frankolahttp://www.sharepointusecases.comhttp://twitter.com/tonifrankola
Thank you!