Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com russ@rjbtech.com - PowerPoint PPT Presentation

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Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com russ@rjbtech.com

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... SharePoint Custom Site Definitions Custom Templates SharePoint Conference Microsoft SharePoint Technical Conference 2006 ... EAI BizTalk Adaptor Enterprise ... – PowerPoint PPT presentation

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Title: Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com russ@rjbtech.com


1
Welcome to the Delaware Valley SharePoint User
Group Russ BasiuraSharePoint ConsultantRJB
Technical Consultingwww.rjbtech.comruss_at_rjbtech.
com
2
AGENDA
  • 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

3
Introductions DVSUG Sponsor
  • RJB Technical Consulting (www.rjbtech.com)
  • Delaware Valley based consulting company
  • Microsoft Partner
  • Practice Area focused on Information Worker
    Technologies
  • Office 2007, SharePoint 2007, Groove Private
    Beta Partner

4
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

5
www.dvsug.org
  • Website for user group
  • Meeting Schedule
  • Members Only Area
  • http//www.dvsug.org/membersonly
  • SharePoint resource documents
  • SharePoint resource websites links
  • Past User Group Presentations
  • Discussions
  • Future
  • Blogs
  • Live Meetings / Webex
  • RSS feeds

6
Upcoming Schedule
  • Next Meeting
  • April 26th 530 PM to 830 PM
  • SharePoint and K2.Net Workflow
  • StayBridge Suites, Malvern, PA
  • Ongoing Schedule
  • Last Wednesday of every month
  • (except May 24)
  • 530 PM to 830 PM
  • StayBridge Suites, Malvern, PA

7
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 www.SharePointSpecialists.com

8
NYCSUG
  • New York City SharePoint User Group
  • www.SharepointUserGroups.com/nyc
  • Next meeting April 13th
  • Russ presenting
  • Topic Branding SharePoint
  • Custom Site Definitions
  • Custom Templates

9
SharePoint Conference
  • Microsoft SharePoint Technical Conference 2006
  • Tips
  • Tricks
  • Code
  • How Tos
  • Invitation Only
  • May 15 May 18
  • Bellevue, WA

10
SharePoint Code Camp
  • When Saturday, June 24th
  • Where Microsoft, Malvern, PA
  • Who Joint Effort
  • Philly.Net User Group
  • DVSUG
  • Registration begins mid-May

11
Volunteers
  • Present at a Solution Showcase
  • Something you built for your company
  • Something you bought for your company
  • Other ideas?
  • It is your turn

12
  • SharePoint Toolkit
  • SPReports

13
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

14
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 gotdotnet.com

15
  • Demo
  • SPReports

16
  • SharePoint Toolkit
  • SPArchive

17
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

18
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.

19
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

20
  • SharePoint 101

21
What is SharePoint?
  • Collaboration software that connects

22
What SharePoint is NOT?
  • Not Records Management
  • Not Workflow

23
Windows SharePoint Services
Providing collaboration Infrastructure for team
workspaces
  • Scenarios
  • Collaborate on documents
  • Share Information
  • Manage virtual teams

Calendar
Documents
Members
  • Benefits
  • Reuse of information
  • Team community
  • Enables collaborative workstyle

Team
Discussions
Surveys
  • Key Features
  • Presence integration
  • Versioning, Check-in/Check-Out
  • Shared calendars and discussions
  • Office client Integration
  • Website framework

Tasks
Contacts
24
SharePoint Portal Server
Enterprise portal application
  • Scenarios
  • Organize sites across enterprise
  • Aggregate corporate knowledge
  • Personalize content access
  • Integrate enterprise applications and information
  • Benefits
  • 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

25
Differences between SPS vs. WSS
SharePoint Portal Server site Windows SharePoint Services site
Small number of portal sites with a large number of users for each Large number of sites with a small number of users for each
Organization-wide audience Team-based audience
Primarily for organizing, publishing, and summarizing Primarily for collaborating with other users on documents and creating lists
Created and owned by named portal administrators User-created and owned
Planned and designed based on specific business requirements Unstructured, created as a requirement is identified
Centralized administration, with area delegation Decentralized administration
26
SPS vs. WSS
  • WSS is a subset of SPS
  • SPS aims more at broad communication
  • WSS aims more at team collaboration

27
Understanding the Architecture
Corporate Portal
Centralized Services
SharePoint Portal Server
Communitiesof Practice
Open Membership
Windows SharePoint Services Others
Closed Membership
Teams
28
Managing Content
  • Similar in SPS and WSS
  • Create
  • Document Libraries
  • Picture Libraries
  • Lists
  • Discussion Boards
  • Surveys
  • Web pages
  • Easy to manage

29
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 isnt out of the box

30
Document Libraries
  • Store documents online
  • Versioning
  • Check in / out
  • Alerts
  • Metadata (additional columns)

31
Lists
  • Many basic lists out of the box
  • Links
  • Events
  • Tasks
  • Can create custom lists
  • Spreadsheet view
  • Alerts
  • Multiple views
  • Grouping
  • Filtering
  • Sorting

32
  • Questions??

33
  • 15 minute break

34
  • Business Intelligence
  • Building Financial Reporting and Operational
    Dashboards

35
Business Intelligence
  • Why is this important?

36
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

37
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)

38
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

39
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

40
BI Portal Sample
  • Microsoft released sample BI Portal for SPS
  • Web Parts
  • Web Services
  • SQL Server Reporting Services
  • Multilingual
  • Structured / unstructured data

41
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

42
Business Intelligence
Four Web Services
  • BIPDatasources.asmx
  • BIPFavorites.asmx
  • BIPLanguageRender.asmx
  • BIPTree.asmx
  • SPSStatistics.asmx

43
Business Intelligence
44
Business Intelligence
45
Business Intelligence
  • Technology Requirements
  • Server
  • 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)
  • Client
  • Microsoft Internet Explorer 6 SP1 or later
  • Microsoft Office XP Web Components (OWC)

46
Business Intelligence
47
Business Intelligence
  • Business Scorecard Manager 2005

48
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.

49
Business Intelligence
50
Business Intelligence
51
Business Intelligence
  • BI Portal Demo

52
  • Questions??

53
  • Round Table Discussion
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