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AGENDA

Welcome to the Philadelphia Area SharePoint User Group http://www.PhillySharePoint.org Russ Basiura RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.com/ russ@rjbtech.com. AGENDA. Quick Intro Announcements Creating a Custom Wiki template

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AGENDA

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  1. Welcome to the Philadelphia Area SharePoint User Grouphttp://www.PhillySharePoint.orgRuss BasiuraRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/russ@rjbtech.com

  2. AGENDA • Quick Intro • Announcements • Creating a Custom Wiki template • Role-based MySites – Russ Basiura • Search Engine Optimization for SharePoint • Round Table Q & A

  3. User Group Goals/ Objectives • Build 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

  4. www.PhillySharePoint.org Website for User Group • SharePoint Resource Documents • SharePoint Resource Websites Links • RSS Feeds • Meeting Event Schedule • Past User Group Presentations • Live Meetings • Public Discussions • Member Forums • Member Blogs

  5. Upcoming Schedule • Next Meeting • July 29th 5:30 PM to 8:30 PM • Microsoft Greater PA Office, Malvern, PA • Ongoing Schedule • Last Wednesday of every month • 5:30 PM to 8:30 PM • Microsoft Greater PA Office, Malvern, PA

  6. Introductions PhillySharePoint Sponsors • Microsoft • Leader in software solutions • RJB Technical Consulting (www.rjbtech.com) • Philadelphia-based consulting company • Microsoft Partner • Practice Area focused on SharePoint and Information Worker Technologies • Office 2007, SharePoint 2007 Private Beta Partner

  7. Role-based MySitesRuss BasiuraRJB Technical Consulting

  8. MySites • Role-based MySites • Controller / Financial Analyst • Customer Service Manager • Human Resources Manager • IT Manager • Marketing Manager • Sales Account Manager

  9. AvailableNow! Role-BasedTemplates for SharePoint My SitesDelivering prioritized information in context of how people perform their job roles Research Input Selection Criteria Splendid 7 Michael Account Manager Ken Controller Claire HR Director/Manager Sondra Administrative Assistant SME validation (in MS) Marie Customer Service Manager Tim IT Manager Benjamin Marketing Manager

  10. My Site personal site(public view)About Me and By Me Organizational hierarchy auto-created from directory synchronization Information Roll-Up across sites The public view of a My Site acts as your face to the organization

  11. My Site personal site (personal view)For Me The personal view of a My Site helps users organize their work. Roll-up personal information across sites Application-Aware Web Parts (like Microsoft Outlook Web Access) aggregate views of important information from key applications.

  12. Role-Based My SiteFor Me in context of my role ‘Around Me’ and ‘Career’: Information from Internet, Corporate and HR Portals Financial performance and KPIs from ERP systems and/or Fin Portal Opportunities information from CRM and/or Sales Portal Documents: ‘unstructured’ collaboration in context of structured processes

  13. Personal Portal

  14. Installation Process • Create an HR Audience using CA • Install (restore) the Databases

  15. Installation Tips

  16. Controller / Financial Analyst • Automates financial analysis • Better decision making

  17. IT Manager • Tracks Services Rendered by Support Teams • Response • Resolution • Threshold • Incident Calls • Escalations

  18. Marketing Manager

  19. Sales Manager

  20. Customer Service Manager

  21. Administrative Assistant

  22. HR Manager

  23. Role-Based Templates for SharePoint My Sites demo

  24. MySite Benefits • Effective Training Tool • Users can Learn in a Low Risk/Visibility Area • Advantages Outweigh the Risks • Can be Used for Testing Purposes

  25. MySite Best Practices • Understand your objectives • Find sources of automated content • Let people choose their picture • Carefully choose what attributes to expose in the profile • Provide guidelines for all profile attributes • Encourage blogging • Look for reasons to deploy MySites

  26. Resources • Application Templates www.microsoft.com/sharepointapps • Role Based Templates http://office.microsoft.com/en-us/sharepointserver/HA102147321033.aspx • Master Pages http://www.microsoft.com/downloads/details.aspx?familyid=7c05ca44-869a-463b-84d7-57b053711a96&displaylang=en&tm

  27. Round Table Discussion

  28. Giveaways and Close

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