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Welcome to the Minnesota SharePoint User Group. February 11 th , 2009 Back to Basics: MOSS Wes Preston Raymond Mitchell. Meeting # 52. http://www.sharepointmn.com. Agenda. Introductions MOSS Basics Collaboration Content Management Break Business Intelligence Business Processes
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Welcome to the Minnesota SharePoint User Group February 11th, 2009 Back to Basics: MOSS Wes Preston Raymond Mitchell Meeting # 52 http://www.sharepointmn.com
Agenda • Introductions • MOSS Basics • Collaboration • Content Management • Break • Business Intelligence • Business Processes • Search • Portal • Q&A • Drawings !! http://www.sharepointmn.com
User Group Goal / Objectives 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 http://www.sharepointmn.com
Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Technology consulting company NSI Partner Status (National Systems Integrator) Practice area focused on SharePoint New Horizons – Minnesota (www.nhmn.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) http://www.sharepointmn.com
www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com
Upcoming Schedule Next Meeting March 11th 9:00 AM to 11:30 AM Topic: Open Panel Discussion Check www.sharepointmn.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com
Conferences • TechFuse – March 17, 2009http://nhmn.com/TechFuse/Default.aspxThe Northland Inn, Brooklyn Park, MN • SharePoint Conference 2009 – October 19-22, 2009http://www.mssharepointconference.comLas Vegas, NV • First SharePoint “14” Conference!!!!!!!!!! http://www.sharepointmn.com
Other Events • Minneapolis Office Developer Interest Group (MODIG) • Now meeting quarterly – next meeting: 04/28/09Custom Workflow Actions in SharePoint Designerhttp://www.sharepointmn.com/modig http://www.sharepointmn.com
Posts & News Enterprise Search Road MapFAST and SharePoint Strategyhttp://blogs.msdn.com/sharepoint/archive/2009/02/10/microsoft-unveils-new-enterprise-search-road-map.aspx Business Intelligence Strategy UpdateMOSS Enterprise and Performance Point mergehttp://blogs.msdn.com/sharepoint/archive/2009/01/23/microsoft-business-intelligence-strategy-update-and-sharepoint.aspx http://www.sharepointmn.com
The Wheel Wrapping Up
MOSS Basics MOSS Basics
MOSS – Microsoft Office SharePoint Server MOSS Standard Content Management More templates More workflows Policies MOSS Enterprise Forms Server BDC Excel Services KPIs and Performance Point Other…. MOSS Basics
List Templates Data Connection Library Slide Library Report Library KPI List MOSS Basics
Out of the box Web Parts What Web Parts are available? Excel Web Access Site Aggregator Summary Links Web Part Content Query Web Part Multiple Search Web Parts Business Data Web Parts KPI Web Parts Filter Web Parts MOSS Basics
Site Templates Document Center Records Center Personalization Site Site Directory Report Center Search Center & Search Center with Tabs Publishing Site Publishing Site with Workflow News Site My Site Host Collaboration Portal Publishing Portal MOSS Basics
Collaboration Collaboration
Collaboration Windows SharePoint Services functionality Document Libraries Lists Web Parts Collaboration
Demo Collaboration
Content Management Content Management
Content Management in the Office System Document Management Metadata – Profiling documents Integration with Office – Document information panel, document action bar Records Management Policy and Auditing – Retention schedules and policies Records Repository site template – Records vault Web Content Management Corporate Internet Site Template – Public facing Authoring and Approval – Publishing schedules, routing, approval Content Management
Slide Management using PowerPoint SharePoint Publish slides Build slide deck automatically Metadata Content Management
Records Management Customized retention policies Holds Audits Content Management
Demo Content Management
Web Content Management End user driven Rich text editor Publication date Approval workflow Content Management
Web Content Management End user driven Rich text editor Publication date Approval workflow Content Management
Web Content Management Scenarios Public facing website Intranet home page Corporate communications Extranet collaboration Content Management
Demo Content Management
Break 5 – 10 minutes
Business Intelligence Business intelligence
What is Business Intelligence? Improved visibility of information to make better business decisions via analysis and reporting Answering one question often drives more questions Often brings data together from multiple systems Business intelligence
Office 2007 Business Intelligence Investments Excel client Excel Services Dashboards Key Performance Indicators (KPI’s) Filter Web Parts Report Center/Report Library Business Data Catalog (BDC) Business intelligence
Excel Services – What is it? New server technology in MOSS 2007 Load, calculate and display Excel Workbooks in MOSS 2007 Thin client view in browser Published workbooks can connect to external data Designed to cut down on proliferation of Excel files Business intelligence
Business Data Catalog Expose Data to SharePoint Custom Line of Business Data Database or Web Services Can be used as metadata Automatically provides lookup functions Business intelligence
Key Performance Indicator (KPI) List Business intelligence
Key Performance Indicator Dashboard Filters Excel Services KPI’s Business intelligence
Performance Point Business intelligence
Business Intelligence Scenarios Operational dashboard Departmental dashboard Balanced scorecard Individual performance KPI list Business intelligence
Demo Business intelligence
Business Processes Business Processes
What is Business Process Management? Automation of processes via workflow and digital forms Business Processes
Workflows Core functionality of workflows are the same as WSS Additional web browser configurable workflows Forms Server with MOSS Enterprise Business Processes
Workflows 3-state workflow available free with WSS Approval Collect Feedback Collect Signatures Disposition Approval Business Processes
Forms Server Web based Mobile Workflow Design once Business Processes
Business Process Management Scenarios Expense report Vacation request New employee process Document approval Service request Status report Travel request Business Processes
Demo Business Processes
Search Search
Search Scenarios Searching for documents in the organization Searching for customers in a database (using BDC) Searching the internet competitors sites Alerts Search
Search People Search Search
Search Profile Page Search