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June 12 th , 2013

Donald Donais. June 12 th , 2013. All the Things That You Can Do ... With SharePoint!. Donna Stundahl (Merchant Gould), Michelle Gilbert (Grey, Plant, Mooty ), Mary Houle (Briggs and Morgan), Brian Danberry (Dakota County) and Sarah Oakland ( Capella University).

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June 12 th , 2013

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  1. Donald Donais June 12th, 2013 All the Things That You Can Do ... With SharePoint! Donna Stundahl (Merchant Gould), Michelle Gilbert (Grey, Plant, Mooty), Mary Houle (Briggs and Morgan), Brian Danberry (Dakota County) and Sarah Oakland (Capella University)

  2. Case Management Tool and DMS (Donna Stundahl) Calendaring More Efficiently (Michelle Gilbert) Adding Events to an Enterprise Calendar (Mary Houle) Break Dakota County Internet Site (Brian Danberry) Connecting the Dots: Business Intelligence Delivery in SharePoint (Sarah Oakland) Agenda

  3. Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions User Group Goal / Objectives

  4. WroxPress (www.wrox.com) O’Reilly (www.oreilly.com) MNSPUG Sponsors Dedicated Sponsors Annual Sponsor Benchmark Learning (www.benchmarklearning.com) Avtex (www.avtex.com) Microsoft (www.microsoft.com) SharePoint User Group Support

  5. Today’s Lunch Sponsor Matt Kaylor from Knowledge Lake Topic: Taxonomy/Metadata, ECM Demo and ROI Study – Your Path to Success with BPM and ECM in SharePoint Session begins around 11:45 and runs about one hour. There will be a giveaway at the end of the presentation.

  6. Two Opportunities to Sponsor Annual Sponsorship ($2500 annually) Money Will Help Fund MNSPUG Events Annual Sponsorship will be Reviewed Yearly Cannot be in Direct Competition with Another Annual Sponsor Looking for: Microsoft SharePoint ISV Microsoft Learning Provider Microsoft Licensing Account Reseller Lunch Sponsorship MNSPUG Sponsorship

  7. Lunch Sponsorship ($500 for a lunch) Sponsor a Lunch Event Following MNSPUG Event This can be geared toward your specific SharePoint product or capabilities MNSPUG Sponsorship Continued

  8. SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information http://sharepointmn.com Email: sharepoint@sharepointmn.com MN SharePoint Users Group Website

  9. Linked In group – The most interactive… includes job postings… Post Job Posting on the Jobs Discussion page http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG and #MNSPUG Social Networking

  10. Next Meeting July 10th 9:00 AM to 11:30 AM Become One with the SharePoint Site, One Must! (SharePoint SCA and Site Owner) Microsoft Technology Center Check www.SharePointMN.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center - Edina Upcoming Schedule

  11. Microsoft Webcast Calendar of Events http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM http://sharepointshoptalk.blogspot.com/ SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m. http://sharepointmnlegal.com SharePoSH – Online Virtual Event http://www.shareposh.com/Pages/default.aspx SharePoint Tech Conference – August 11th – 14th , 2013 Sheraton Boston, Boston, MA http://sptechcon.com Anything Else? Local and Online Events

  12. MNSPUG Discounts • SharePoint Tech Conference August 2013 • Save Extra $200 by using Code Word SPUG • O’Reilly Publishing • User Group Members receive a %35 discount on Wiley ebooks • Code DSUG35

  13. Evaluations & Giveaways!

  14. Presenters

  15. Introductions Donna Stundahl, MCSE, MCDBA • DBA & SharePoint Farm Administrator at Merchant & Gould P.C. • donna@stundahl.com

  16. Introductions Michelle Gilbert • SharePoint crazy! • www.linkedin.com/in/michelleanngilbert/ • michellegilbert@msn.com • Web Solutions Professional

  17. Mary Houle • Software Support Manager: Briggs and Morgan • Founding Member & Co-Chair: Legal SPUG • Photographer & Jewelry Designer • Twitter: @MHoule2K11 • Email: mhoule@briggs.com

  18. Introductions Brian Danberry • Dakota County • Enjoy soccer and EDM • brian.danberry@co.dakota.mn.us • www.linkedin.com/in/briandanberry

  19. Introductions Sarah Oakland • SharePoint/Report Developer & General SharePoint Nerd • Lead Capella Monthly SharePoint User Group • Rugby flanker, CrossFit convert, and Web Developer wannabe • Twitter: @S_Oakland • Email: Sarah.Oakland@capella.edu

  20. Case Management Tool and DMS Donna Stundahl

  21. History: • Original need was to manage litigation documents • Sites created with IIS, html pages and documents stored in a shared folder on a web server

  22. Intranet was implemented using WSS 1.0 • Migrated to WSS 2.0 • Migrated Intranet to WSS 3.0  to migrated the Intranet to SharePoint 2007 • Migrated the Intranet from SharePoint 2007  SharePoint 2010 • Secretarial staff edited the sites with SharePoint Designer 2003/2007 • Publishing site to Extranet

  23. Why make any changes?

  24. Considerations in Designing SharePoint 2010 Case Management Sites: • SharePoint 2013 has been approved • Keep it simple and out of the box • Sites could become large • Spread the data out among several collections and content databases • Unique permissions for ethical walls and external access would be needed • Separate client sites

  25. Considerations in Designing SharePoint 2010 Case Management Sites: • Required some flexibility for customization in individual sites • Look-up lists • Required the ability to bring documents into courtrooms that don’t have internet connection • SharePoint Workspace Manager – Folders in the Document Libraries

  26. Demo Slide

  27. Calendaring More Efficiently Michelle Gilbert

  28. Business Need and Goal Business Need • More efficient use of staff and attorney time so that they can focus on what is relevant to them. Goal • Create the ability to have multiple calendars of events from various practice groups, committees, professional development and technology training classes rolled up into one.

  29. Current Process • General Events Calendar on intranet home page. • Trained all content users to connect the SharePoint calendar to Outlook. The reason for this is because you CANNOT use an Exchange calendar as an Overlay (unless it is your own calendar). This created a manual process for the content managers. 1) Sending out the email invite. 2) Copying and pasting into SharePoint calendar in Outlook. Certainly not best practice, but got the job done.

  30. Researched More Efficient Options

  31. Selected option based on timing and cost Implemented solution following SharePoint George Configure incoming email in SharePoint 2010 with Exchange – Step by Step Guide http://sharepointgeorge.com/2010/configuring-incoming-email-sharepoint-2010/ Worked with Avtex consultant and internal Exchange Admin for system configuration – couple hours.

  32. After you turn on incoming email, the settings are displayed under Communications in the List Settings.

  33. Process Improvement Meetings • Deciding naming conventions for email addresses • Creating a location to find these email addresses with recognizable display names • Training the right administrators to set up calendars and access • Training on new email event invite process for calendar content owners • Working with SharePoint’s 10 calendar limit overlay • Deciding color options for each calendar overlay

  34. Set up Incoming email for each calendar

  35. Work with Exchange administrator to set up Address List, known caveats and needed configuration with each new SharePoint email address. • Configure e-mail drop folder permissions for the logon account for the SharePoint Timer Service • http://technet.microsoft.com/en-us/library/cc262947(v=office.14).aspx • SharePoint 2010 creates a legacy contact (Exchange 2003) when creating a mail enabled document library. The contact has to be saved in the Exchange EMC to get the mail format based the policy. • http://social.technet.microsoft.com/Forums/en-US/sharepointadminprevious/thread/cf7903a7-c95a-401a-a6a0-b946ca667b54/

  36. Add Calendar Overlays…

  37. Ugh! SharePoint color limitation. Customize with CSS and add to hidden content editor web part http://davidlozzi.com/2012/06/20/customize-the-sharepoint-calendar-colors/

  38. Ahh! Final Branded Calendar!

  39. Resources • http://sharepointgeorge.com/2010/configuring-incoming-email-sharepoint-2010 • http://technet.microsoft.com/en-us/library/cc262947(v=office.14).aspx • http://social.technet.microsoft.com/Forums/en-US/sharepointadminprevious/thread/cf7903a7-c95a-401a-a6a0-b946ca667b54/ • http://davidlozzi.com/2012/06/20/customize-the-sharepoint-calendar-colors/

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