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Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting AGENDA. Quick Intro Announcements SPReports - Admin utility for reporting on SharePoint statistics Background, Design, Walkthrough

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Welcome to the Delaware Valley SharePoint User GroupRuss BasiuraSharePoint ConsultantRJB Technical

  • Quick Intro
  • Announcements
  • SPReports - Admin utility for reporting on SharePoint statistics
    • Background, Design, Walkthrough
  • SPArchive – Admin utility to limit the number of file versions created
    • Background, Design, Walkthrough
  • SharePoint 101
    • High Level Overview
    • Differences between SPS and WSS
    • Potential Solutions using SPS / WSS
    • Q & A
  • [15 minute break]
  • SharePoint Business Intelligence : Building Financial Reporting and Operational Dashboards using SharePoint
  • Round Table Q & A
introductions dvsug sponsor
Introductions DVSUG Sponsor
  • RJB Technical Consulting (
    • Delaware Valley based consulting company
    • Microsoft Partner
    • Practice Area focused on Information Worker Technologies
    • Office 2007, SharePoint 2007, Groove Private Beta Partner
user group goal objectives
User Group Goal / 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
www dvsug org
  • Website for user group
    • Meeting Schedule
  • Members Only Area
    • SharePoint resource documents
    • SharePoint resource websites links
    • Past User Group Presentations
    • Discussions
  • Future
    • Blogs
    • Live Meetings / Webex
    • RSS feeds
upcoming schedule
Upcoming Schedule
  • Next Meeting
    • April 26th 5:30 PM to 8:30 PM
    • SharePoint and K2.Net Workflow
    • StayBridge Suites, Malvern, PA
  • Ongoing Schedule
    • Last Wednesday of every month

(except May 24)

    • 5:30 PM to 8:30 PM
    • StayBridge Suites, Malvern, PA
sharepoint seminars
SharePoint Seminars
  • Building Collaborative Environments
    • April 5th, 8 AM, King of Prussia, PA
  • Automating Business Processes with SharePoint and K2.Net Workflow
    • April 19th, 8 AM, Plymouth Meeting, PA
  • Register:
  • New York City SharePoint User Group
  • Next meeting April 13th
    • Russ presenting
    • Topic: Branding SharePoint
      • Custom Site Definitions
      • Custom Templates
sharepoint conference
SharePoint Conference
  • Microsoft SharePoint Technical Conference 2006
    • Tips
    • Tricks
    • Code
    • How To’s
  • Invitation Only
  • May 15 – May 18
  • Bellevue, WA
sharepoint code camp
SharePoint Code Camp
  • When : Saturday, June 24th
  • Where : Microsoft, Malvern, PA
  • Who : Joint Effort :
    • Philly.Net User Group
    • DVSUG
  • Registration begins mid-May
  • Present at a Solution Showcase
    • Something you built for your company
    • Something you bought for your company
    • Other ideas?
    • It is your turn…
sharepoint toolkit
SharePoint Toolkit

Why SPReports?

  • IT groups want a way to get statistics and usage information across all their sites
  • Out of the box usage reporting only available on a per site basis
  • Provides information that justifies the IT $ expenditure and provides detailed feedback for planning and support
sharepoint toolkit14
SharePoint Toolkit
  • Provides information on how sharepoint is being used
  • Provides data on the following:
    • Large Lists (lists with more than 100 items)
    • Large Sites (sites larger than 100 mb)
    • Stale Lists (lists unmodified in 30 days)
    • Unused Lists (lists unmodified since creation)
  • Available on


sharepoint toolkit17
SharePoint Toolkit

Why SPArchive?

  • IT groups want a way to limit the number of versions of files that are generated
  • Versions are generated for each editing session in the office client
  • IT concern over file storage space
sharepoint toolkit18
SharePoint Toolkit
  • Design
    • A maintenance app that can be run on a regular basis that will clear old versions of files off the Sharepoint server while maintaining an archive of them
    • Alternative approach is to build an event handler for document libraries that clears out old versions in real time. This is more difficult to deploy and can cause performance issues.
sharepoint toolkit19
SharePoint Toolkit
  • Uses the SharePoint Object Model
  • Can be set to retain the “X” most recent versions of a file
  • Can remove any versions older than a specified number of days
what is sharepoint
What is SharePoint?
  • Collaboration software that connects
what sharepoint is not
What SharePoint is NOT?
  • Not Records Management
  • Not Workflow

Windows SharePoint Services

Providing collaboration Infrastructure for team workspaces


  • Collaborate on documents
  • Share Information
  • Manage virtual teams





  • Reuse of information
  • Team community
  • Enables collaborative workstyle




Key Features

  • Presence integration
  • Versioning, Check-in/Check-Out
  • Shared calendars and discussions
  • Office client Integration
  • Website framework



sharepoint portal server
SharePoint Portal Server

Enterprise portal application


  • Organize sites across enterprise
  • Aggregate corporate knowledge
  • Personalize content access
  • Integrate enterprise applications and information


  • Ease of use, deployment and customization
  • Connect collaborative people and workspaces
  • Find and utilize information
  • Integrate people with business processes

Key Features

  • Profile and provision all sites
  • LOB Single Sign-on
  • MySite-Public and Private
  • EAI BizTalk Adaptor
  • Enterprise wide search
  • Browse by topic
sps vs wss
  • WSS is a subset of SPS
  • SPS aims more at broad communication
  • WSS aims more at team collaboration
understanding the architecture
Understanding the Architecture

Corporate Portal

Centralized Services

SharePoint Portal Server

Communitiesof Practice

‘Open’ Membership


SharePoint Services


’Closed’ Membership


managing content
Managing Content
  • Similar in SPS and WSS
  • Create
    • Document Libraries
    • Picture Libraries
    • Lists
    • Discussion Boards
    • Surveys
    • Web pages
  • Easy to manage
designing a site
Designing a Site
  • Similar in SPS and WSS
  • Utilizes Web Parts
  • Web parts are web modules that content data / functionality
  • Drag and drop
  • Can be custom developed to perform functionality that isn’t out of the box
document libraries
Document Libraries
  • Store documents online
  • Versioning
  • Check in / out
  • Alerts
  • Metadata (additional columns)
  • Many basic lists out of the box
    • Links
    • Events
    • Tasks
  • Can create custom lists
  • Spreadsheet view
  • Alerts
  • Multiple views
    • Grouping
    • Filtering
    • Sorting
Business Intelligence

Building Financial Reporting and Operational Dashboards

business intelligence
Business Intelligence

Why is this important?

business intelligence36
Business Intelligence

CIO Survey From CIO Insight Magazine: “Top Trends 2006” issue

  • 98% Agree - Gathering, analyzing and distributing business intelligence through information technology is critical to their business strategy
  • 81% Agree - Their company plans to increase its efforts to apply IT to business intelligence
  • 83% - Maintain an organized effort to gather, analyze and report on internal performance indicators
  • 82% - Maintain an organized effort to gather, analyze and report on customer information
  • 70% - Say the most commonly used BI tool in their companies remains the spreadsheet
business intelligence37
Business Intelligence

Top 5 business objectives addressed with BI Systems

(and their corresponding rated effectiveness)

  • Gain better insight into internal operations, processes and costs (75%)
  • Monitor, manage and improve key financial indicators (75%)
  • Improve customer service and order fulfillment (76%)
  • Identify desirable or undesirable customers (61%)
  • Identify new business and market opportunities (47%)
business intelligence38
Business Intelligence

Characteristics of a Well-Designed Dashboard

  • Exceptionally well organized
  • Condensed, primarily in the form of summaries and exceptions
  • Specific to and customized for the dashboard's audience and objectives
  • Displayed using concise and often small media that communicate the data and its message in the clearest and most direct way possible
business intelligence39
Business Intelligence

Thirteen Common Mistakes in Dashboard Design

  • Exceeding the boundaries of a single screen
  • Supplying inadequate context for the data
  • Displaying excessive detail or precision
  • Choosing a deficient measure
  • Choosing inappropriate display media
  • Introducing meaningless variety
  • Using poorly designed display media
  • Encoding quantitative data inaccurately
  • Arranging the data poorly
  • Highlighting important data ineffectively or not at all
  • Cluttering the display with useless decoration
  • Misusing or overusing color
  • Designing an unattractive visual display
bi portal sample
BI Portal Sample
  • Microsoft released sample BI Portal for SPS
    • Web Parts
    • Web Services
    • SQL Server Reporting Services
    • Multilingual
    • Structured / unstructured data
business intelligence41
Business Intelligence

Four Web Parts

  • BIP Tree – Displays a hierarchical tree of views
  • BIP Viewer - Hosts up to four workpads
  • BIP addin - client-side tools that are used to analyze data
  • BIP Favorites - Displays links to views that users save
business intelligence42
Business Intelligence

Four Web Services

  • BIPDatasources.asmx
  • BIPFavorites.asmx
  • BIPLanguageRender.asmx
  • BIPTree.asmx
  • SPSStatistics.asmx
business intelligence45
Business Intelligence

Technology Requirements


  • Microsoft Windows Server™ 2003
  • Windows SharePoint Services or

SharePoint Portal Server

  • Microsoft Office 2003 Web Components
  • Microsoft SQL Server 2000 SP3a or 2005 (optional)
  • Microsoft SQL Server Analysis Services (OLAP)
  • Microsoft SQL Reporting Services (optional)


  • Microsoft Internet Explorer 6 SP1 or later
  • Microsoft Office XP Web Components (OWC)
business intelligence47
Business Intelligence
  • Business Scorecard Manager 2005
business intelligence48
Business Intelligence
  • Security Model
    • Relies on SharePoint Services security
      • Reader. Users can see only views and trees that have reader permissions.
      • Author. Users can see views, create views, and create data sources.
      • Web Designer. Users can create and delete trees.
      • Administrator. Users can manage permissions to trees and enable others to manage data sources.
business intelligence51
Business Intelligence

BI Portal Demo