Indiana University

1. Indiana University SharePoint User’s Group http://iuspug.iu.edu User's Group Committee LeadersCory P. Retherford – Group Founder Larry Campbell Andy Hill Brian Hughes Tanzil Malek August 17th, 2010

2. 2010 IUSPUG: IU SharePoint Users’ Group Todays Agenda • Microsoft SharePoint 2010! • Live Demonstration and Walkthrough • SHAREPOINT IMPROVEMENTS • CONTENT AND DOCUMENT MANAGEMENT • METADATA AND TAXONOMY • NEW FEATURES • IMPROVED SITES • BUSINESS INTELLIGENCE • REPORTING SERVICES • SHAREPOINT FORUMS SOLUTION

3. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Improvements • UPGRADE PROCESS • All content available during upgrade • Minimal outage • BROWSER SUPPORT • Standards for compliance and accessibility now conform to industry web development standards.  SharePoint 2010 now provides and supports level 1 browsers such as versions of Internet Explorer 7 and newer, Firefox 3.x and newer, and improved support Safari browsers.

4. 2010 IUSPUG: IU SharePoint Users’ Group New Features • VISUAL UPGRADE • Home Site • VISUAL CHANGES • New WCM Interface (Ribbon!) • The web content publishing and authoring tools have been streamlined by a new Ribbon interface which reduces the number of page refreshes needed to make changes and create pages. • Improved support for rich media such as videos (Silver light) and images. In addition a new Web Analytics service is available to more accurately monitor site usage and show more granular site activity. • Bread Crumbs • Breadcrumb Links(Drop Downs) / Folder to Navigate Up

5. 2010 IUSPUG: IU SharePoint Users’ Group Content Management • CONTENT MANAGEMENT • The content management solutions have also been improved. Now users can save a document to the environment and let the Advance Routing decide where to place the item based on the metadata and tags that are associated with the item. Records management has been further improved by allowing the locking of official records or documents preventing unauthorized changes regardless of the list access rights. • Drop Off Library • A method to set up one folder for users to upload files to and it will automatically route the files to the appropriate libraries and folders that you have previously setup. • Site Actions > Site Settings > Site Administration > Content Organizer Rules > New • Referencehttp://blogs.technet.com/b/speschka/archive/2009/10/30/sharepoint-2010-content-organizer-part-2-organizer-settings.aspx

6. 2010 IUSPUG: IU SharePoint Users’ Group Document Management • DOCUMENT MANAGEMENT • There has been significant improvement in the document management capabilities in SharePoint 2010. Metadata is everywhere now even though the desired content can be searched. The new metadata capabilities allow users to tag data with words to further facilitate the finding process. SharePoint 2010 allows the ability to assign unique identifiers (UID) to documents which allows you the ability to find a document regardless of where it has been moved. Each document will have UID assigned to each item which can be located by a special URL regardless of where it may have been moved.

7. 2010 IUSPUG: IU SharePoint Users’ Group Metadata and Taxonomy • TAGS AND KEYWORDS • There has been significant improvement in the ability to manage and support metadata keywords in SharePoint 2010. • Keywords Example • Autocomplete words previously used elsewhere! • My Sites > Edit Profile > Office Location (adm) • What someone's specialized skillset includes

8. 2010 IUSPUG: IU SharePoint Users’ Group Document Management • UPLOAD AND DRAG FILES AND FOLDERS • There has been significant improvement in the upload and drag and drop capabilities in SharePoint. • Presentations and Agenda’s Library • EDIT FILES AND FOLDERS • Support for Firefox (Edit)

9. 2010 IUSPUG: IU SharePoint Users’ Group New Features • OFFICE WORKSPACE (Replaces Groove) • Microsoft also introduced the new Workspace 2010 which replaces Groove. The new Office Workspace 2010 has several improvements to the off-line mode. • Ribbon > List > • OFFICE WEB APPS • The Office Word, Excel, PowerPoint, and OneNote are also available as a Office web client in SharePoint without the need to have the Office products installed on the client machine including PDA’s. • Word • Excel • PowerPoint • OneNote • Visio Web Access

10. 2010 IUSPUG: IU SharePoint Users’ Group Improved Sites • MY SITE (In with the new, out with the old!) • The SharePoint My Site has also had several improvements. The site provides a complete makeover that now provides status updates and activity feeds which help colleagues and other members keep track of your work and progress updates and social taggingwhich allows assigning of tags (descriptor word) and assign that to content to make it easier to find information. You can also contribute to an online list of Social Bookmarks and make them available to the community of users which helps increase knowledge. This new feature replaces the My Links in current versions. You can also comment and provide and rate others contributed materials. • Organization Browser • Displays each person in the reporting chain in an interactive view

11. 2010 IUSPUG: IU SharePoint Users’ Group Improved Sites • MY SITE (In with the new, out with the old!) • Organization Browser • Displays each person in the reporting chain in an interactive view

12. 2010 IUSPUG: IU SharePoint Users’ Group Improved Sites • MY SITE (In with the new, out with the old!) • Organization Browser • Displays each person in the reporting chain in an interactive view

13. 2010 IUSPUG: IU SharePoint Users’ Group Improved Sites • WIKI’S AND BLOGS • Wiki's have been improved as well and enhanced further from its original knowledge repository to more of a collaborative team tools set.  The new Blogs and Team Blogs sites have also been improved with new and refreshing templates more attuned to the more popular Blog sites.  The new blogs and wikis have new media support for video and audio embedded links, tag cloud functionality, and improved publishing and workflow options. • Personal Blog • Demo Blog (Sign in as Cory)

14. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence • THE BUSINESS INTELLIGENCE STACK • The various Microsoft tools that allow us the ability to present important information that can improve decisions • The Microsoft Business Intelligence toolset includes many components such as data source integration using SQL Server Analysis Services and SharePoint lists, Integration tools such as Business Connectivity Services (BCS) and SQL Server Integration Services, and End-Users UI tools such as Excel, Visio, and Access and their associated SharePoint services. • BREAKING THE DOWN TECHNOLOGIES • Excel • PowerPivot • PerformancePoint Services

15. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (Excel) • EXCEL • Microsoft Office Excel has been the tool of choice and the most recognizable instrument used when exporting and compiling ad-hoc data into spreadsheet form to create tables, graphs, and charts. • Let's examine Excel and how we use it today without any advance add-ins or services. • Generally we (End-User) export a set of data from external sources and import this data manually to manipulate the data to represent the set of important data we are interested in. We then graphically build charts, graphs (trend lines), and tables to display this data. • However how do you share this sheet with others?

16. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (Excel) • EXCEL – Where the data reporting journey begins • However how do you share your Excel worksheet with others? • In most circumstances you either send your colleague a file server UNC (Drive mapping) or send it to them in e-mail. However what happens when the data that created this spreadsheet is updated and quickly becomes outdated? • Take this scenario…your Director, AVP, or Dean decides to review an Excel document you spent all week preparing. • Implications…This spreadsheet could decide next year's tuition costs or allocate funds (maybe licensing for your department) or a disbursement breakdown for a research grant. • The Decision…However not knowing that the dataset was updated last night. Now decisions are based on old data that you shared during last weeks meeting. • So how do you get around this road block!?

17. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (Excel Services) • SHAREPOINT EXCEL SERVICES 2007 or 2010 • With the combination of SharePoint and Excel you gain considerable control of data publishing. Using SharePoint Excel services you are now empowered to present these spreadsheets through SharePoint web parts. Instead of sending these spreadsheets using UNC or e-mail, you now simply send them a website URL. • An Answer…Now everyone has access to the same data. • Accurate Decisions…If data is updated you simply update the spreadsheet and publish the new data to the SharePoint Excel Services web part and now those decisions being made are being made with the best and most accurate data available. • Examples • Excel Services 2007 • Excel Services 2010

18. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PowerPivot) • POWERPIVOT FOR EXCEL 2010 • The Office PowerPivot Client Add-in feature for Excel has significantly improved and enhanced the robustness and capability to crunch large datasets. Use slicers to choose portions of data. • Add-In • Microsoft Office Excel 2010 • Download PowerPivot for Excel 2010

19. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PowerPivot) • POWERPIVOT FOR SHAREPOINT • (ANALYSIS SERVICES WITH SHAREPOINT)Once the SharePoint 2010 farm Pivot technologies are enabled you are able to load the PowerPivot enabled Excel workbooks to SharePoint. The SharePoint PowerPivot System Services queries and manages PowerPivot data in Excel workbooks. The server will load PowerPivot data in the background and return the results as you select slicers. • Self-Service BI Solution • Securely display PowerPivot on the web, not need to have the client have this plug-in • Its available to anyone that has access to the web and appropriate access • Demo! • PowerPivot Gallery • PowerPivot Examples

20. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PPS) • DASHBOARD DESIGNER • Dashboard Designer is lightweight authoring tool/client used to build and design KPI, indicators, scorecards, report filters, data sources, and dashboards and deploy these to PerformancePoint for SharePoint consumption. If the PC has .NET Framework 3.5 SP1 then the application can be run by clicking the button on the BI pages. Most up to date Windows PC’s will have .NET 3.5 because it is the most up to date patch and security level. • The other nice feature is that when Dashboard Designer is updated, the server simply updates the version on the PC before launching. Here is a good site about Dashboard Designer - http://office.microsoft.com/en-us/dashboard-designer-help/CL010338110.aspx

21. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PPS) • PERFORMANCEPOINT SERVICES • The technology that allows us to view and create Dashboards and connect disparate information. • Dashboards contain the scorecards which contains the KPI’s and indicators Analytic Charts, Grids, Strategy Maps, and web parts containing content. • You can then filter the data source connections, drill into information, view trends.

22. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PPS) • PERFORMANCEPOINT SERVICES • Building Reports And Dashboards • IUSPUG BI • Start Dashboard • Create New Data Source • Create Chart Report • Create Dashboard • Add Report To Dashboard • Deploy Dashboard To SharePoint • Where Did Everything Go!?

23. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PPS) • PERFORMANCEPOINT SERVICES • It Went To A SharePoint Library • Dashboards, Data Connections, PerformancePoint Content Libraries • Dashboard Page • Edit The Site Page And Add The Web Part From The Categories Options (PerformancePoint) And The Associated Scorecard, Report, Etc….

24. 2010 IUSPUG: IU SharePoint Users’ Group Business Intelligence (PPS) • PERFORMANCEPOINT SERVICES • Report Features • Various Ad-Hoc actions • Filters, Sort, Report Types, Report Formatting, Drill Down/Up, Pivot, etc… • Decomposition Tree • Bar Chart and Grid • My Sites Report • Who is the best person for a job by skillset

25. 2010 IUSPUG: IU SharePoint Users’ Group Reporting Services • SQL SERVER REPORTING SERVICES • With the Reporting Services Integration feature capabilities of SharePoint 2010 you can integrate existing Report Server services into SharePoint 2010.

26. 2010 IUSPUG: IU SharePoint Users’ Group More in Septmeber! • QUESTIONS!?

27. 2010 IUSPUG: IU SharePoint Users’ Group SharePoint Solution - Forums • SOCIAL SQUARED FORUMS • The new Indiana University SharePoint User Group Forum site will greatly increase usability. This is a common and familiar format that all LSP use on the LSP Forums site. This forum however further extends access to all members. • Forums Site

28. 2010 IUSPUG: IU SharePoint Users’ Group Future Topics of Discussion • SharePoint 2010 Ribbon Tour • Workflow • Visio Services • Excel PowerPivot Lesson • SharePoint 2010 Business Intelligence • Microsoft PerformancePoint and PowerPivot Services • Authoring Tools • Microsoft SharePoint Designer 2010 • Microsoft SharePoint Designer Dashboard

29. 2010 IUSPUG: IU SharePoint Users’ Group Future Topics of Discussion • Personal Dashboards • Search (SharePoint) • Windows OS • Academic Solutions Built on SharePoint • Ticket System • Asset Inventory • InfoPath • Web Parts creation • AD groups/users lookup • Training and Resources • Tutorials and Classroom Lesson Plans • How do we build what you have!?

30. 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