Indiana University

1. Indiana University SharePoint User’s Group http://iuspug.iu.edu User's Group Committee LeadersLarry Campbell Andy Hill Brian Hughes Tanzil MalekCory P. Retherford May 18th, 2010

2. 2010 IUSPUG: IU SharePoint Users’ Group Users Group Committee Introductions • Cory P. Retherford (User's Group Founder and Community Leader) • Student Enrollment Services - Manager of Technology Services • cprether@indiana.edu • iuspug@iu.edu • Brian Hughes (Group Leader) • UITS Messaging - Lead Software Engineer • hughesb@indiana.edu • spadmin@iu.edu • Tanzil Malek (Group Leader) • School of Education - Network Applications Specialist • tmalek@indiana.edu • Andy Hill (Webmaster) • Student Enrollment Services - Senior Analyst/Programmer • athill@indiana.edu • Larry Campbell (Business Process Specialist) • School of Education – Associate Director of Information Systems • lacampbe@indiana.edu

3. 2010 IUSPUG: IU SharePoint Users’ Group IUSPUG is 2 Years Old • Users Group’s inception May 19, 2008 Thanks for your participation!

4. 2010 IUSPUG: IU SharePoint Users’ Group May Agenda • Office 2010 Release to Manufacturing (RTM)! • SharePoint 2010 (RTM)! • SharePoint Evolution • Challenges • Pitch In! • OnBase Demo – Lisa Leedy • SharePoint 2010 and Future Presentations

5. 2010 IUSPUG: IU SharePoint Users’ Group Microsoft Office 2010 • If you haven't gotten it, go get it! • Noticeable integration improvements with SharePoint 2007/2010

6. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Evolution

7. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Evolution

8. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Application Services

9. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Application Services Web Compliance PowerPoint PerformancePoint Business Connectivity Services Access Services Workspace SharePoint Designer Designer Dashboard Sandbox Solutions Office Web Apps

10. 2010 IUSPUG: IU SharePoint Users’ Group Future Topics of Discussion • Workflow, Insights, and Composites • Business Connectivity Services (BCS); Visio Services, Excel Services • SharePoint 2010 • Microsoft PerformancePoint Services • SharePoint 2009 Conference Videos • Creating Dashboards as easy as One, Two, Three - An Introduction to PerformancePoint Services • Building SharePoint Mashups With SharePoint Designer, Bing Maps and REST Services • Microsoft SharePoint Designer 2010 • Microsoft SharePoint Designer Dashboard

11. 2010 IUSPUG: IU SharePoint Users’ Group Discussion and Thanks • Thanks For Your Food Contributions! • Larry Campbell • Carol Meadows • Anesu Chaora • Cory Retherford • SharePoint Wiki(s) • SharePoint 2010 • When can we expect it • When will we see it deployed?

12. Indiana University SharePoint User’s Group http://iuspug.iu.edu PresentationHyland (OnBase) June Presentation SharePoint Web Parts June 15th, 2010

13. Indiana University SharePoint User’s Group http://iuspug.iu.edu PresentationIndiana University OnBase Document ImagingLisa Leedy May 18th, 2010

14. OnBase Document Imaging

15. OnBase at IU • 1999 • Physical Plant began using OnBase as document management system • Storage and retrieval of documents • 2002 • IUPUI Undergraduate Admissions and International Affairs wanted to go paperless • Decided to use OnBase as their document management system • Matrix Imaging (now part of Hyland Software the developers of OnBase) consulted with both Admissions departments and helped implement a Workflow process for their documents • 2002-2003 • Accounts Payable decided to use OnBase to store AP documents • Using Docpop functionality to pop up documents stored in OnBase through EPIC and FIS • Present • 40 departments currently use OnBase • Used by departments at all regional campuses • 5 departments use the Workflow module for document processing • 3 departments use the docpop functionality

16. OnBase at IU Departments

17. What is OnBase • Document management system • Store documents securely and electronically in a central location • User friendly interface that allows easy retrieval of documents • Documents can be viewed, printed, emailed, and have notes added to them • Workflow module for departments that want to use OnBase to process documents

18. Document input • Scan documents • Scan paper documents into a batch for indexing • Stored as .TIF images • Sweep documents • Sweep electronic documents from a folder into a batch for indexing • Stored in file format swept in as: Word, Excel, Power Point, PDF, etc. • Import Documents • Can only import one document at a time • Stored in file format imported as: Word, Excel, Power Point, PDF, etc. • Virtual Print Driver • Can only virtual print one document at a time • Converts file into .TIF image when virtual printed into OnBase • Document Import Processor • Batch process that can be automated for adding documents to system • An index file must also be imported and tied to the imported files

19. Secure Document Storage • Users belong to User Groups • User Groups are assigned Document Type Groups • Document Types are created for Document Type Groups • Only users that belong to a specified User Group can access the Document Type Group that holds the Document Type • Can assign more than one Document Type Group to the User Group • Can remove individual document types from User Group access User Group Document Type Group Document Type Group Document Type Document Type Document Type Document Type

20. Easy Document Retrieval • Document Types have keyword fields assigned to them • When documents are indexed they are assigned a Document Type and specific values are added to the keyword fields • Documents are easy to retrieve based on values that are added to the keyword fields • Many ways to search for documents, by single or multiple Document Types and single or multiple keyword field values • Adding multiple keyword field search criteria narrows the search results • Easy document viewing with just a double click of the mouse

21. Interface Web client retrieval window Choose one or more document types Enter one or more keyword values Hit list with all documents that meet the search criteria. Double click on a document from the hit list to view

22. User Friendly Icon toolbar Document viewer window Thumbnail view of pages in document

23. Workflow Documents enter a life cycle Routed to specific queue based on criteria specified in the queue configuration List of documents that exist in the queue Tasks bar with ad hoc buttons for processing documents Document viewer window

24. Additional Resources • Visit our web site • http://www.indiana.edu/~onbase/index.html • Interactive Demo of the Web client and Thick client • End User Training (Web Client) http://www.indiana.edu/~onbase/training-help.html • End User Training (Thick Client) http://www.indiana.edu/~onbase/training-help.html • Contact • Lisa Leedy • laleedy@indiana.edu • Phone: (812) 856-5392

25. 2010 IUSPUG: IU SharePoint Users’ Group Future Topics of Discussion • Governance • IU SharePoint Governance Plan Progress • Academic Solutions Built on SharePoint • Ticket System • Asset Inventory • InfoPath • Web Parts creation • Training and Resources • Tutorials and Classroom Lesson Plans • How do we build what you have!? • Examples already out there?

26. 2010 IUSPUG: IU SharePoint Users’ Group Thank you for your attendance. The Indiana University SharePoint Users Group goals are to provide you with the tools and resources to engage, connect, and collaborate with the Indiana University SharePoint community. We hope to facilitate communication and discussion about SharePoint and Microsoft products. Monthly Meetings – In person, Video conferencing, Breeze, and phone http://iuspug.iu.edu