Upload
martina-miles
View
219
Download
1
Tags:
Embed Size (px)
Citation preview
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Welcome to the Minnesota SharePoint
User GroupJanuary 12th, 2011
SharePoint Implementations:When to Crawl, Walk or Run
Wes Preston, Raymond Mitchell
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Agenda
• Introductions• Overview• Part 1• Break• Part 2• Q & A• Free stuff! online too!
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
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 Meeting # 74http://www.sharepointmn.com Meeting # 74
Introductions – MNSPUG Sponsors
Avtex (www.avtex.com) • Technology consulting company• Microsoft Certified Partner• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)• Microsoft Certified Partner• Training on many technologies
Microsoft (www.microsoft.com)
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
www.sharepointmn.com
• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations
New year = new site? We hope so!
www.sharepointmn.com
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Social Networking• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter: @MNSPUG and #MNSPUG
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Upcoming Schedule
• Next Meeting • February 9th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topic: [TBD]
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
http://www.sharepointmn.com Meeting # 74
Local Events
Manage Projects with SharePoint 2010 and Project 2010 – Presentation and Hands-on Workshop – January 19, 2011By Microsoft, BrightWork and Aspecthttps://www.clicktoattend.com/invitation.aspx?code=152081
SharePoint Saturday – April 9, 2011Normandale Community CollegeCall for Speakers coming soon!http://www.sharepointsaturday.org/twincities/default.aspx
http://www.sharepointmn.com Meeting # 74
Conferences
Best Practices Conference – Week of March 7th, 2011http://www.bestpracticesconference.com/La Jolla, CA
SharePoint Connections – March 27-30th, 2011http://www.devconnections.com/conf/default.aspx?s=162Orlando, FL
Next Microsoft SharePoint Conference … October 3-6, 2011http://www.mssharepointconference.comAnaheim, CA
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
SharePoint Planning
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74
Why are we talking about this?
• What is the difference in effort to go from this:• To this:• Because the effort is not the same and generally isn’t trivial…
http://www.sharepointmn.com Meeting # 74
Why is this important? - Management
• What are typical examples of how SharePoint is used• Develop a roadmap or a platform strategy that
matches organization’s strategic direction– What features get implemented when– Where are resources focused (limited capacity) – Set user expectations– Set budget estimates
http://www.sharepointmn.com Meeting # 74
Why is this important? - Project Managers
• Ensure timely delivery of functionality• Create project timelines• Estimate budget needs• Forecast required resources and availability
http://www.sharepointmn.com Meeting # 74
Why is this important? - Users
• Set expectations for what functionality will be available and when
• Reduce requests for functionality • Identify training efforts• Provide feedback to prioritize feature deployment
http://www.sharepointmn.com Meeting # 74
Why is this important? - IT Pro
• Develop hardware, configuration and growth plan• Defining governance plans• Identify training plan• Define integration plan
http://www.sharepointmn.com Meeting # 74
Why is this important? - Developers
• Identify training plan • Identify projects, staffing and timelines• Development focus areas
– Forms / InfoPath– Workflow– Web parts– Integration
http://www.sharepointmn.com Meeting # 74
Assumptions:
• You can’t do everything at once – recipe for failure
• Each project is different• Each organization is different• Available staffing resources have different strengths
• This presentation isn’t about deployment details, each topic has enough content on its own…
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Key Categories
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74
Key SharePoint Topics/Categories
• Intranet/Portal Solutions, Content Management• Department/Team/Project Collaboration• Business Process, Workflow, Digital Forms• Business Intelligence, Composite Applications, Dashboards• Search• Extranet Solutions• Social Networking• Internet Solutions• Branding• Customization• Do you have others?
http://www.sharepointmn.com Meeting # 74
Intranet/Portal Solutions, Content Management
• Corporate intranet/portal• Divisional portals• Topical portals• Document and Records
Management Repositories
• Communication• Platform for enterprise
content and functionality
http://www.sharepointmn.com Meeting # 74
Intranet/Portal Solutions, Content Management
Crawl:• Use out of the box features to make content management
easier and isolated from branding/styles– Foundation – List and view-managed content on pages– Server – Publishing features, page layouts and more web parts…
• Wiki and blog templates (all versions)• Create specific topical portals to bring related sites together. • Allow linking between SharePoint and Document and Records
mgmt tools.
http://www.sharepointmn.com Meeting # 74
Intranet/Portal Solutions, Content Management
Walk: • Increasing the quantity and complexity of content
– Content Query Web Parts and Data View Web Parts surfacing content
• SharePoint Designer customized pages• Add features and functionality to topical portals• Provide integration between SharePoint and Document and
Records management tools
http://www.sharepointmn.com Meeting # 74
Intranet/Portal Solutions, Content Management
Run: • Replace existing intranet portals with SharePoint-based
solutions• Replace existing Document and Records mgmt tools with
SharePoint-based solutions• Customized web parts and controls added to pages and
interface (also see Branding)
http://www.sharepointmn.com Meeting # 74
Intranet/Portal Solutions, Content Management
Other Notes:• Not intended to replace ‘Best-in-breed’ document
management or records management products• Storing Customer/Client data• Aren’t a lot of features added as you get more difficult, just
adding more content and complexity• If you have existing systems, complexity goes up as you decide
to integrate and/or replace them
http://www.sharepointmn.com Meeting # 74
Collaboration
• Hierarchical teams• Cross-functional teams• Projects
http://www.sharepointmn.com Meeting # 74
Collaboration
Crawl:• Only use out-of-the-box site templates and branding• Centralize site administration (SharePoint team still
administers sites) • Manage site growth using smaller quotas• Integration with Microsoft Office Suite, Exchange, Lync (IM
and Presence)
http://www.sharepointmn.com Meeting # 74
Collaboration
Walk: • Add site and list templates, organizational branding• Add 3rd Party web parts• Train site administrators and decentralize site administration• Automate site lifecycle (request, creation, archival, etc…)• More complex list views
– Filtering, sorting, grouping
http://www.sharepointmn.com Meeting # 74
Collaboration
Run: • Add more robust site and list templates• Advanced workflows and policies• Even more complex list views
– Location based views
http://www.sharepointmn.com Meeting # 74
Collaboration
Other Notes:• Not recommended just for replacement of file shares• Do not create a site for every list/library • Not intended for storing customer/client data
http://www.sharepointmn.com Meeting # 74
Business Process, Workflow, Digital Forms
• Replace paper forms with digital forms• Replace manual business processes or steps with automated
steps and flows
http://www.sharepointmn.com Meeting # 74
Business Process, Workflow, Digital Forms
Crawl:• Introduce simple list and InfoPath forms• Customize list forms with SharePoint Designer (2010)• Use out of the box workflows
http://www.sharepointmn.com Meeting # 74
Business Process, Workflow, Digital Forms
Walk: • Introduce SharePoint Designer workflows• Introduce 3rd Party workflow tools• Use more complicated InfoPath forms
http://www.sharepointmn.com Meeting # 74
Business Process, Workflow, Digital Forms
Run: • Develop more robust workflows, .NET workflows, integrated
systems• Advanced forms
– Digital signatures, external systems, offline use
• Use Visio Services to visualize business processes
http://www.sharepointmn.com Meeting # 74
Business Process, Workflow, Digital Forms
Other Notes:• Don’t attempt to fully automate every step of every business
process. Evaluate which steps are appropriate and stop there. • Don’t force InfoPath to do too much. Understand when to
use custom web forms.• Take the time to analyze potential ROI from process
automation
http://www.sharepointmn.com Meeting # 74
• BI Dashboards• Excel Services• Ad hoc Reporting• SharePoint Designer
Business Intelligence, Composite Applications, Dashboards
http://www.sharepointmn.com Meeting # 74
Crawl:• Expose existing reports using web parts, minimal integration
points• Advanced Web Parts – connections, filters• Build dashboards using wizards and out of the box tools
Business Intelligence, Composite Applications, Dashboards
http://www.sharepointmn.com Meeting # 74
Walk:• Introduce connections to data external (BDC/BCS) to
SharePoint• Build customized Data Views
– Leverage conditional formatting
• KPIs based on data surfaced by Excel Services
Business Intelligence, Composite Applications, Dashboards
http://www.sharepointmn.com Meeting # 74
Run:• Leverage Performance Point, data cubes, 3rd party BI Platforms• Introduce customized BI web parts as needed
Business Intelligence, Composite Applications, Dashboards
http://www.sharepointmn.com Meeting # 74
Other Notes:• Don’t introduce new data sources within SharePoint when
existing repositories exist (SharePoint is for surfacing the information, not storing and processing)
• Don’t create extreme reporting solutions – too general to meet all needs or too specific
Business Intelligence, Composite Applications, Dashboards
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Break
http://www.sharepointmn.com
http://www.sharepointmn.com Meeting # 74
• Index and search SharePoint content• Index and search file share and external system content• People and profile searching
Search
http://www.sharepointmn.com Meeting # 74
Crawl:• Index out of the box content sources (SharePoint content, file
shares, other web servers)• Use out of the box search results pages• Provide People Search
Search
http://www.sharepointmn.com Meeting # 74
Walk:• Customize search results pages• Add more scopes, results pages, Best Bets• Add Federated search results
Search
http://www.sharepointmn.com Meeting # 74
Run:• Build solutions based on SharePoint search• Build more complicated search architectures to accommodate
remote data• FAST integration• Extend search beyond SharePoint
– Browser search provider, Windows Search, Custom applications
Search
http://www.sharepointmn.com Meeting # 74
Other Notes:• Do not index EVERYTHING. Be wary of indexing whole file
shares or other large repositories. • Using FAST for all SharePoint environmental search
functionality• Administrators should not be the only ones configuring search
- delegate to content owners (best bets, keywords)
Search
http://www.sharepointmn.com Meeting # 74
• Collaboration point with external audiences– employees, vendors, clients, partners
• Personalized portals for external users
Extranet Solutions
http://www.sharepointmn.com Meeting # 74
Crawl:• Simple collaboration sites (e.g. Financial Advisors and their
customers)• Focus on internal users + 1 audience
Extranet Solutions
http://www.sharepointmn.com Meeting # 74
Walk:• Add features, functionality, and personalization to external
portals and sites• Expand to support multiple audiences
Extranet Solutions
http://www.sharepointmn.com Meeting # 74
Run:• Deeper integration with other systems and processes• Advanced personalization
– Audience + location / role– User specific personalization
Extranet Solutions
http://www.sharepointmn.com Meeting # 74
Other Notes:• Do NOT leap into a full solution without understanding the
security, regulatory and policy implications• Do NOT manage on the same hardware/architecture as
internal-facing solutions
Extranet Solutions
http://www.sharepointmn.com Meeting # 74
Social Networking
• My Sites as personal dashboard
• Profile pages and people search
• Blogs, Wikis, Forums, Notes, Ratings and Tagging
http://www.sharepointmn.com Meeting # 74
Crawl:• Enable profile information from AD to be exposed via people
search and profile pages• Use Wiki site and list templates as part of out of the box
functionality
Social Networking
http://www.sharepointmn.com Meeting # 74
Walk:• Enable full My Site functionality as replacement for personal
file shares• Allow blog template usage as part of My Sites• Add custom user profile properties and modify
privacy/display policies• Expand user profile content sources to include data stores
other than AD– LOB/HR application, other directories
Social Networking
http://www.sharepointmn.com Meeting # 74
Run:• Enable and train users on Notes, Ratings and data Tagging
throughout the environment• Customize My Site and User Profile experience to include
external sources (facebook, twitter, flickr)• Expand functionality with 3rd party applications
– NewsGator, custom
Social Networking
http://www.sharepointmn.com Meeting # 74
Other Notes:• Not for: Do not roll out My Sites without governance,
extensive user training and communication• Do not roll out without dovetailing with existing social
policies, acceptable use, etc…
Social Networking
http://www.sharepointmn.com Meeting # 74
• Public-facing Internet sites for corporate marketing• Blog / Wiki / informational site
Internet Solutions
http://www.sharepointmn.com Meeting # 74
Crawl:• Build Internet presence with minimal branding and out of the
box capabilities• Limited system integration with external data and systems
Internet Solutions
http://www.sharepointmn.com Meeting # 74
Walk:• Additional functionality, integration and deeper branding• Broader and deeper content with multiple content managers• Publishing content approval• SharePoint Usage Analysis / Web Analytics
Internet Solutions
http://www.sharepointmn.com Meeting # 74
Run:• Extensive branding, custom functionality and personalization
features• E-Commerce, Visual Search (FAST), etc• Advanced Web Analytics (WebTrends, etc)• User Personalization
Internet Solutions
http://www.sharepointmn.com Meeting # 74
Other Notes:• Not for replacing existing solutions without extensive
evaluation of required capabilities, expectations of branding and user experience for both content managers and customers
Internet Solutions
http://www.sharepointmn.com Meeting # 74
• Required for client-facing solutions like Internets and Extranets
• Highly recommended for internal solutions such as Intranets• Collaboration – Optional, but usually minimal branding
applied.• Different solutions within an organization (collaboration,
intranet, special, etc…) should be consistency, but still have enough UI design differences for users to know what kind of site they are on
Branding
http://www.sharepointmn.com Meeting # 74
Crawl:• Configure site logos• Out of the box themes (limited)
PowerPoint 2010 themes (New!)• Site Collection theme configuration (in the UI)• Content Editor Web Parts• Adding graphics directly to pages
Branding
http://www.sharepointmn.com Meeting # 74
Walk:• Limited customization of required pages, sites and templates.
Behind the scenes pages and unused templates (at the time of design) may not be branded.
• CSS changes, MasterPages, Layout Pages
Branding
http://www.sharepointmn.com Meeting # 74
Run:• Full customization of each site type and page for a complete
UI experience. • Sites that users may not immediately identify as SharePoint• Advanced customizations
– Masterpage/Layout page customizations– Delegate controls
Branding
http://www.sharepointmn.com Meeting # 74
Other Notes:• Have governance in place to discourage poor photo choices
and random theme selection
Branding
http://www.sharepointmn.com Meeting # 74
• SharePoint is a Platform• Where does SharePoint fit with other development platforms
and approaches within the organization• Governance
– Who can do customizations– What training is required / available– What standards are in place
Customization
http://www.sharepointmn.com Meeting # 74
Crawl:• Use the out of the box building blocks
– Web Part Pages, Web Parts, Lists
• Simple SharePoint Designer– Custom List Forms & List Actions, Simple Data Views, Workflows
• EUSP solutions (Content Editors + CSS, JavaScript, jQuery)– Easy Tabs (http://blog.pathtosharepoint.com/2010/07/26/easy-tabs-version-5-is-out/)
Customization
http://www.sharepointmn.com Meeting # 74
Walk:• Install 3rd party solutions & templates / Web Parts
– Fab 40 in 2007– Bamboo Solutions
• Advanced SharePoint Designer– Advanced Data Views (XSLT), BCS
• Visual Studio Solutions– Visual Web Parts, Event Receivers, Features
Customization
http://www.sharepointmn.com Meeting # 74
Run:• Install 3rd party Applications
– Advanced workflow: Nintex, K2
• Advanced Visual Studio Solutions– Custom SPD Workflow Actions, Application Pages, BCS
• Integrate custom applications into SharePoint
Customization
http://www.sharepointmn.com Meeting # 74
Other Notes:• Many development/customization paths
– Identify customization focus areas and plan training accordingly– Carefully consider architecture paths – lots of ways to solve problems
Customization
http://www.sharepointmn.com Meeting # 74
Now What?
• Align your business priorities to platform capabilities• Develop a roadmap or platform strategy
• Do you have business needs that align well with ‘Crawl’ and ‘Walk’ capabilities?
• Which longer term business goals overlap with short-term capabilities that can be built on?
http://www.sharepointmn.com Meeting # 74http://www.sharepointmn.com Meeting # 74
Q & A
http://www.sharepointmn.com