Presentation given at the HEAT center on 1/19/2011; an Overview of SharePoint. For questions contact Amy at amydpp@gmail.com.

1. Introducing Microsoft OfficeSharePoint Server Amy Phillips http://amydphillips.com

2. Objectives What is Sharepoint? Key capabilities Why use Sharepoint? Differences between Sharepoint and WSS Sharepoint versions (WSS, Standard, Enterprise) Administration Deployment models How to buy Sharepoint

3. Trivia How busy are you?

4. Trivia # 1 How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes

5. Answer How much data does a typical worker produce in a year? 100 megabytes 500 megabytes 1 gigabyte 3 gigabytes Source: “The Enterprise Workplace,” IDC, 2005

6. Trivia #2 What percentage of a typical workers day is spent searching for information? 1 percent 10 percent 30 percent 60 percent

7. Answer What percentage of a typical workers day is spent searching for information? 1 percent 10 percent 30 percent 60 percent Source: IDC, 2003

8. Trivia # 3 How much does lost productivity cost per year for 1,000 employees? $100,000 $1 million $5 million $10 million

9. Answer How much does that lost productivity cost a 1,000 employee company in a year? $100,000 $1 million $5 million $10 million Source: “Hidden Costs of Information Work,” IDC, 2006

10. What is Sharepoint? Server side application structure that binds client side output into manageable, searchable, and accessible information. Microsoft branded software that enables a web site to provide document and information sharing Provides templates so that workgroups can share documents, calendars, announcements and postings Allows the building of internet, intranet and extranet portal environments Runs on Windows server operating systems

11. What is Sharepoint? Microsoft’s definition integrated suite of server capabilities that can help improve organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight Office SharePoint Server 2007 supports all intranet, extranet, and Web applications across an enterprise within one integrated platform, instead of relying on separate fragmented systems. Additionally, this collaboration and content management server provides IT professionals and developers with the platform and tools they need for server administration, application extensibility, and interoperability

12. Enterprise One platform for you, your team, and the company Internet Extranet Division Team Individual

13. Collaboration &Communications Business Intelligence Extranet Enterprise Project &Portfolio BusinessProcessIntegration Portal Internet Division Enterprise Content Management Search Team Individual

14. People as Middleware Collaboration Ad Hoc Workflows And Tasks Unstructured Work Document Creation Coordinate teams & share knowledge Use data to drive business decisions Search Simplify access to business applications Automate business process Traditional IT Investments ERP CRM Relational Database Manage content with security & compliance Search Find and use information Processes Enterprise Apps Hard Drives and File Shares Structured Data

16. Outlook sync

20. Application templates

22. KPIs/dashboards

24. How it helps Make collaboration easy and intuitive Provide in-context and role-based information PortalSolutions CollaborativeSolutions Make informed decisions through better insights into business data Content Management Solutions Business Intelligence Solutions Manage the full content life cycle Search Forms Solutions Connect people with the information and people Capture business dataand automate processes Provide an extensible foundation for customers and partnersProvide a single intranet, extranet and Internet architecture

25. Microsoft Office SharePoint Server 2007 Enterprise Features

26. Why Office SharePoint Server? Great web content management Complete design control All of the ASP.NET functionality Rich stack of platform investments Built in Collaboration features Internet performance and scale

27. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

29. Share Information

31. Versioning, Check-in/Check Out

32. Shared calendars, discussions…

33. Office IntegrationWindows Sharepoint Services

34. Collaboration Team Collaboration Workspaces Worker tools Blogs Wikis Keeping track with notifications Sending email to sharepoint Working offline with Outlook

35. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

36. Community Interactivity Close the loop with your customers Build a community Support for collaboration features RSS on everything Blogs Wikis Discussion Boards

37. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

38. ECM Information workers need tools to manage the entire lifecycle of content from the time it is created to when it is published and finally disposed or stored for long term archival Integrated solution to manage the complete content lifecycle Review/ Approve Dispose Publish Manage Archive Author Enable authoring /information capture with review/approval capabilities Centrally managed repositories with retention/auditing policies, metadata and security Integrated intranet, extranet and internet publishing capabilities Content Type = Metadata + Behavior

40. Versioning (major/minor)

41. Metadata

42. Content approval

43. Workflow

44. Role based security

47. Capture and categorize business records

48. Auditing, expiration and retention policies (defined by regulations or business policies)

49. Hold capabilities in case of litigationMortgage Contracts Financials Records Manager Records Repository Asia Pacific Region Web

51. Authoring: (HTML Editor / Office)

52. Built in review/approval workflow

53. Site variations

54. Personalised content

55. Deployment systemWeb Content Repository Content HTML Web Pages Templates Site DevelopersTemplate designersGraphics Designers ContentAuthors

56. Web Content Management Features Branding Separating content from presentation Page Authoring Web based Client: Word Site Navigation Governance Publishing schedules Approval workflow Formatting restrictions Site management tools Performance Internet scale Caching Content Deployment Security Forms authentication Anonymous access Multi-lingual sites Search integration

57. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

58. Business Process Integration Organizations need tools to define a collection of related structural activities that produce something of value and/or ensure compliance Information workers need tools to enable them to easily undertake these activities providing appropriate inputs and handling the outputs. Orchestration Integration Forms

59. Workflow Workflow 5 Out of the box workflows Reporting for Enterprise Content Management Windows Workflow Foundation Create and maintain workflow with Sharepoint designer Visual Studio

60. Workflow – approvals example

61. Official Records Archive / Review Ready to publish, sign off & approve Publish Create Full Document Process

62. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

63. Business Intelligence Information workers need tools to make well informed business decisions and enable competitive advantage. Business Insight Dashboards, KPI web parts Browser based access to spreadsheet functionality Connect to OLAP cubes / SQL 2005 Analysis Services Drive Business Performance Performance management process through personalized Web-based scorecards Advanced analytic and data visualization capabilities Planning, budgeting and forecasting Microsoft Office PerformancePoint Server 2007

64. Key Features Collaboration Community Interactivity Enterprise Content Management Forms Business Intelligence Search

65. Find Use Share Search Information workers need tools to quickly locate relevant information from diverse data sources. Organizations need to protect sensitive information. DesktopSearch WindowsDesktop Search Free download Built-in EnterpriseSearch Find information across the desktop, intranet and Internet Use information via intuitive, familiar interfaces Share information among teams and connect people in real-time People InternetSearch

66. Search Summary Search Business Data Extensible Customizable Search enterprise content Search people across enterprise Text search for team sites Best bets, key words, etc

67. WSS vs MOSS WSS 3.0 Standard Enterprise Internet Search

68. Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Windows SharePoint Services version 3 Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, enterprise SSO BusinessForms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search

69. Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Sharepoint Server 2007 - Standard Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, enterprise SSO BusinessForms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich peopleand business data search

70. Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Sharepoint Server 2007 – Enterprise Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, enterprise SSO BusinessForms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search

71. Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Sharepoint Server 2007 – For Internet Sites Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, enterprise SSO BusinessForms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search

72. Feature Areas by Product Sharepoint feature areas Libraries Lists Pages Portals Sites Workflow

73. Feature Areas by Product Libraries WSS vs. MOSS Report Lib Translation Management Lib Data Connection Lib Slide Lib Document Lib Form Lib Wiki Page Lib Picture Lib

74. Feature Areas by Product Lists WSS vs. MOSS KPI Announcements Contacts Discussion Calendar Links Project Tasks Issue Tracking Surveys Custom Import from Spreadsheet

75. Feature Areas by Product Pages WSS vs. MOSS Publishing Page Dashboard Page Basic Page Web part page

76. Feature Areas by Product Portals WSS vs. MOSS Collaboration Publishing My Sites Internet

77. Feature Areas by Product Sites WSS vs. MOSS Document Center Report center Records center Search Center Publishing Site Site Directory Personalization site Team Site Document workspace Meeting workspace Wiki Blog

78. Feature Areas by Product Workflows WSS vs. MOSS Approval Collect feedback Collect signature Disposition Approval 3 state 3 state

79. Accessing Sharepoint Client Integration Word 2003/2007 Excel 2003/2007 Outlook 2003/2007 Access 2003/3007 PowerPoint 2007 InfoPath 2007

80. Accessing Sharepoint URL access http://server Browsers (IE, Firefox, Safari) Office 2007 Clients Office 2003 Clients Other windows applications My Network Places

81. SharePoint 2010 is an evolution of SharePoint 2007 Interface improvements More AJAX for quicker page rendering The Ribbon from Office makes an appearance Online editing via Office Web Apps Improved search and integration with FAST 64-bit only! But will run on Windows Server 2008 AND Windows 7 (maybe Vista) 60

82. So what’s new in SharePoint 2010? 61

83. Microsoft’s six major capabilities areas in SharePoint 2010 62 Sites Communities Composites Content Insights Search

84. Microsoft's has bet big with Social Computing My Sites are greatly improved – much more like Facebook Social Search Search suggestions (Google/Bing-like drop down) Social tagging and the Managed Metadata Service (taxonomy vs. folksonomy) 63

85. My Sites contain a lot more content 64

86. Search results can be much more relevant Click through improves relevance Pre and post query suggestions People search has phonetic spell checking 65

87. Tagging and Ratings can help users find information Anyone can tag Enterprise terms (taxonomy) User defined terms (folksonomy) Ratings can help search results by improving relevance 66

88. Owners and Consumers Define the Taxonomy & Folksonomy Social Tags Tags input by any user Multiple terms can be stored Entered into tag cloud available to other users Managed Keywords Tags input by Contributors Single term stored in a single list Managed Terms Created by those with appropriate permissions Used for metadata navigation 67

89. Content Organizer Set up rules for content routing based on metadata  send to different destinations Libraries Other Sites Records Center 68

90. The MOSS Document Center is Expanded from 2007 Manage larger quantities of documents (~500k) Content Queries to show: Newest Documents Highest Rated ‘Modified by Me’ Quick upload and routing of documents through the repository Unique, SEARCHABLE Document IDs Provisioned at Site Collection Level Customizable with a prefix Follow a document even if it has moved Ratings and Tags Filter / sort libraries by rating Quick tag a document “I Like It” 69

91. New Document Sets Quickly Provision Groups of Documents Set of documents that should be treated as a single entity Doc Set gets unique ID Each doc get a unique ID Each document can still be managed individually Launched with .aspx landing page to allow for management of content Increased functionality for documents Automated creation of repetitive content Workflows Shared metadata 70

92. Records Management that Actually Works! Can define multiple Records Centers In Place Declaration! Mark items as records in their current location Copy to archive / repository and leave a link in current location Retention Scheduling Set up different policies on a folder-by-folder basis Review, delete, hold in place, archive 71

93. Office 2010 Integration and Business Intelligence Word Excel InfoPath Visio SharePoint Designer Access Mobile Support Performance Point 72

94. Office 2010 Integration – Word Editing and publishing straight to web Ability for multiple users to edit simultaneously Editing without client-side application

95. Office 2010 Integration – Excel Services Powerful Excel integration Live color-coded updates from multiple users simultaneously Full pivot capabilities Show/hide what you want

96. Office 2010 Integration – InfoPath 2010 Create forms in InfoPath. View in email or browser or desktop InfoPath is the new preferred list input UI Attach Visio diagram, attach designer workflow, deploy

97. Office 2010 Integration – Visio Services Publish Visio documents directly to SharePoint Rich graphical workflows highlight BPR processes Create workflows and export to SharePoint Designer New SharePoint templates

98. SharePoint Designer 2010 Powerful and Reusable workflows Attach workflows to content types Connecting to external content types Export to Visio

99. Office 2010 Integration – Access Services Publishing of legacy Access applications directly to SharePoint Full SQL relationship support New server side web forms Local and server copies

100. Office 2010 Integration – Mobile Support Full mobile editing with formatting preserved Only document changes download; supports users with slow connections

101. Performance Point 2010

102. Central Administration has been revamped 81

103. Service Applications replace the Shared Service Provider 82

104. So what didn’t we talk about? Development improvements SharePoint Designer Visual Studio 2010 Composites AKA mash ups Web Content Management (WCM) Claims Based Authentication More… 83

105. References SharePoint Conference 2009 site:http://www.mssharepointconference.com/ SharePoint 2010 Product site:http://sharepoint2010.microsoft.com/ Featured Resources:http://sharepoint2010.microsoft.com/product/Benefits/Overview/ 84

106. How to Purchase Sharepoint Sharepoint is only offered through Microsoft Volume licensing Requires the purchase of a server license and Client Access Licenses (CALs) Server license is for running in client / server mode Client CALs can be acquired through Select Licensing, Open Licensing, and Enterprise Agreements

107. Questions?

109. MemMaster Pages

110. bership

111. Navigation

113. Search

114. Aggregation

115. Discovery

117. Calculation / Business Rules

119. List management

121. Lowest performance deployment.

123. Improves performance.

126. Redundant components.

127. Improved performance.

129. Multiple clustered SQL instances.

130. Redundant components.

132. Redundant components.

133. Improved performance.