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FEATURES AND CUSTOMIZATIONS THAT IMPROVE SHAREPOINT’S
USER ADOPTION Patrick Curran, MCTSPSDC12/07/2013
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Planet Technologies
Founded in 1998 Microsoft Partner with Five Gold Competencies, 11 Silver Competencies One of only 35 Microsoft Nationally Managed Partners Six Time Microsoft Federal Partner of the Year and Three Time Microsoft SLG Partner of the Year Highly Skilled Staff
– Microsoft Certified Masters– Microsoft MVP’s (SharePoint, Exchange)– Microsoft Certified Trainers– Microsoft Certified Partner for Learning Solutions (CPLS)– 130+ Microsoft Consultants
Office Locations – DC, Denver, Harrisburg, Redmond, Europe, Middle East and Africa (EMEA) Vertical Markets include Federal, State and Local Government, Education, Healthcare and Private
Sector Work Experience in 42 States and 33 Countries
Patrick Curran
Email: [email protected]: @PCfromDCBlog: http://PCfromDC.com
New Book!
Director, Federal Group for Planet TechnologiesSenior SharePoint ArchitectWorked with SharePoint since 2003
MCT, MCTS, MCITP, MCP, MCSA
“If you build it, he will come.” Shoeless Joe Jackson (Field of Dreams)
What is User Acceptance?
How do you know if you have deployed SharePoint successfully?
What constitutes user acceptance or failure? Have realistic expectations…
You might get 100% (forced) utilization, but not 100% acceptance of employees (worker bees).
Do not force people to change how they work, but show them options to work within SharePoint the way they are comfortable working!
In this session you will learn:
How to introduce the Document Library to your organization
How metadata can improve the user experience The ECM features that are built for metadata To collect metadata without the End-User
Introducing the Document Library
What to Know Before …What kind of document should live here?Who is responsible for it?How long should it be here?How many versions do we need?Is this the only copy of this document?Who has access to the library, folders, or documents?What business processes are tied to documents in this
library?… the list goes on…
A Common Issue
Metadata and the User Experience
Data about Data Defaults != Good Garbage In == Garbage Out
Enterprise Content Management (ECM) Features
Out of The Box featuresColumnsViewsColumn Default Value SettingsContent TypesSend To ConnectionsContent Organizer
Standard Columns
Default Views
Scalable Sorts and Filters Personal or Public
Column Default Value Settings
Populates pre-defined columns with a default value based off of library hierarchy.
Content Types
A grouping of columns (metadata) Can be associated with Workflows Can be associated with a particular template
Send To Connections
Can also be created at the document library level for COPYING documents.
- also -
Feature inside Central Administration that allows you to define “Send To” locations.
Allows users to send content to a pre-defined drop location. Content Organizer feature must be enabled.
Content Organizer
Rules engine used for document routing
Open With Explorer
Acts as a network folder Adds ability to create shortcuts to your desktop Great for libraries not that you don’t want to sync
with SkyDrive Pro (2013)
Newsfeed
Keeps records of discussions out of email Searchable Got an App for that?
Collecting Metadata
Without Burdening the End-User Using … Columns, Views, Column Default Value Settings, Content Types, Send To Connections, Content Organizer, Open with Explorer
DEMO
You Now Know
How to introduce the Document Library to your organization
How metadata can improve the user experience The ECM features that are built for metadata To collect metadata without the End-User Hold conversations about your documents
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