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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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Presentation Transcript
slide1

Welcome to the

Minnesota SharePoint

User Group

February 11th, 2009

Back to Basics: MOSS

Wes Preston

Raymond Mitchell

Meeting # 52

http://www.sharepointmn.com

slide2

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
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
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
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
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

slide7

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

slide8

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
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
The Wheel

Wrapping Up

slide11

MOSS Basics

MOSS Basics

moss microsoft office sharepoint server
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
List Templates

Data Connection Library

Slide Library

Report Library

KPI List

MOSS Basics

out of the box web parts
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
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

slide16

Collaboration

Collaboration

collaboration
Collaboration

Windows SharePoint Services functionality

Document Libraries

Lists

Web Parts

Collaboration

slide18

Demo

Collaboration

slide19

Content Management

Content Management

content management in the office system
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
Slide Management using PowerPoint

SharePoint

Publish slides

Build slide deck automatically

Metadata

Content Management

records management
Records Management

Customized retention policies

Holds

Audits

Content Management

slide23

Demo

Content Management

web content management
Web Content Management

End user driven

Rich text editor

Publication date

Approval workflow

Content Management

web content management25
Web Content Management

End user driven

Rich text editor

Publication date

Approval workflow

Content Management

web content management scenarios
Web Content Management Scenarios

Public facing website

Intranet home page

Corporate communications

Extranet collaboration

Content Management

slide28

Demo

Content Management

slide29

Break

5 – 10 minutes

slide30

Business Intelligence

Business intelligence

what is 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
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
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
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 dashboard
Key Performance Indicator Dashboard

Filters

Excel Services

KPI’s

Business intelligence

performance point
Performance Point

Business intelligence

business intelligence scenarios
Business Intelligence Scenarios

Operational dashboard

Departmental dashboard

Balanced scorecard

Individual performance KPI list

Business intelligence

slide39

Demo

Business intelligence

slide40

Business Processes

Business Processes

what is business process management
What is Business Process Management?

Automation of processes via workflow and digital forms

Business Processes

workflows
Workflows

Core functionality of workflows are the same as WSS

Additional web browser configurable workflows

Forms Server with MOSS Enterprise

Business Processes

workflows43
Workflows

3-state workflow available free with WSS

Approval

Collect Feedback

Collect Signatures

Disposition Approval

Business Processes

forms server
Forms Server

Web based

Mobile

Workflow

Design once

Business Processes

business process management scenarios
Business Process Management Scenarios

Expense report

Vacation request

New employee process

Document approval

Service request

Status report

Travel request

Business Processes

slide46

Demo

Business Processes

slide47

Search

Search

search scenarios
Search Scenarios

Searching for documents in the organization

Searching for customers in a database (using BDC)

Searching the internet  competitors sites  Alerts

Search

search
Search

People Search

Search

search50
Search

Profile Page

Search

search product comparison
Search Product Comparison

WSS v2

WSS v3

Search Server Express

Search

keywords and best bets
Keywords and Best Bets

Configuring Keywords

Adding Best Bets

Search Results

Search

federated search
Federated Search

Search additional sources

Out of the box samples:

Search Suggestions

Live Search

Other Options:

Twitter Search

Google Search

Youtube

Flickr

And many, many more…

Search

slide54

Portal

Portal

portal scenarios
Portal Scenarios

Intranet

Extranet

Customer

Vendor

Partner

Individual

Portal

sharepoint portal
SharePoint Portal

Portal Site Templates

Intranets, Internet sites and more

Site Manager

Drag and drop tool for managing SharePoint navigation, look and feel and security

Social Networking / My Sites

Web Parts that connect individuals via shared SharePoint sites, distribution lists and others

SharePoint Sites and Document Rollup Web Part

Lists all sites you are a member of and documents you have published.

Portal

slide57

Demo

Portal

slide58

References

  • Performance Point Announcementhttp://blogs.msdn.com/sharepoint/archive/2009/01/23/microsoft-business-intelligence-strategy-update-and-sharepoint.aspx
  • The SharePoint Shepherd’s Guide for End Users – Robert Boguehttp://www.sharepointshepherd.com/default.aspx

http://www.sharepointmn.com

slide59

References

  • Our Blogs
    • http://www.idubbs.com/blog
    • http://www.iwkid.com/blog
    • http://blogs.inetium.com/blogs
    • This slideshow!
    • http://www.sharepointmn.com

http://www.sharepointmn.com

slide60

Q & A / Drawings

http://www.sharepointmn.com

slide61

Thanks for coming!

http://www.sharepointmn.com