KMA SPTechCon Deck on Collaboration

This information is confidential and was prepared by Knowledge Management Associates solely for the use of our client; it is not to be relied on by any 3rd party without KMA’s prior written consent.

Core Collaboration in SharePoint 2010

SPTechConCambridge, MassachusettsOctober 2010Chris McNulty

Chris McNulty

SharePoint Practice Lead, KMA

• Working with SharePoint technologies since 2000/2001

• 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

• Write and speak often on Microsoft information worker technologies (book out this month!)

• Microsoft MCSE/MCTS/MSA/MVTS• BC MBA in Investment Management• Hiking, cooking, playing guitar, colonial history,

photography• My family: Hayley, three kids (15, 6, 4) and my

dog Stan

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About KMA

o Full-service IT consulting firm established in 1995

o 28 employees: Partner, PM, Analyst, Developer, QA

o Industry expertise and focus: Professional Services, Life Sciences & Financial Services

o Microsoft technology focus:

• Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004

• Working with SharePoint technologies since 2001

• Specialties in Collaboration: Portals, Communities and Content Management

Insight: Enterprise Search and Business Intelligence

Productivity: Forms and Office Client Customization, Mekko Graphics (ISV)



Agenda

• Enterprise Knowledge Management• Document Centers and large document pool management• Managed Metadata and Taxonomy• Rules based Routing• Records Management• Customized Enterprise Search•

• Loose Collaboration – The New Network• Communities• Social tagging and rating• Undefined and implicit teams•

• Beyond the Desktop• SharePoint Workspace• InfoPath Forms Customization• Office Web Applications/Firefox• Mobility Clients• Multiuser Editing• Best Practices• All Together Now

Microsoft SharePoint Server 2010 … the bright frontier

Eastern Long Island, July 4, 2010



Sample: Multiuser CollaborativeGraphic Design in Windows



Enterprise Knowledge Management

• Document Centers and large document pool management

• Managed Metadata and Taxonomy

• Rules based Routing

• Records Management

• Customized Enterprise Search



Document Centers

• Optimized for about 500,000 documents

• Multiteam, document in process alongside finished documents

• Metadata-based navigation

• Permanent document IDs stay with a document for its entire lifecycle regardless of location



Document Centers



Managed Metadata



Taxonomy

• Creating and managing terms and term sets

• Attaching to a library

• Taxonomy navigation



Rules-based Routing

• Drop-off Library and Content Organizer

• Move content based on content type

• Move content based on metadata and properties



Enterprise Records Management



Customized Enterprise Search



• Document Centers

• Multiuser Editing

• Managed Metadata and Taxonomy

• Routing

• Search

Demo



Loose Collaboration –The New Network

• Communities

• Social tagging and rating

• Traditional, undefined and implicit teams



SharePoint Communities



Tagging and Rating

• Direct access to rate a document 1-5 stars

• User driven keywords/tags and ‘I Like It’

• Can also use formal, predefined taxonomies



Undefined and implicit teams

• Discover teams through active selection of colleagues

• Discover teams through newsfeeds and activity streams

• Coalesce around tag profiles as storefronts to topic areas

• Discover new colleagues through tag and people search



Demo

• Social Networking / Communities

• Tag Profile



Beyond the Desktop

• SharePoint Workspace

• Office Web Applications/Firefox

• Mobility Clients

• Multiuser Editing

• All Together Now



SharePoint Workspace 2010



Client/Browser Technology

• Internet Explorer 7/8, Firefox and Safari are all supported.

• IE6 is not supported, so don’t defer that upgrade!

• Most other browsers are still supported for Internet configurations

• Office 2010 includes optimizations for the new platforms

• Offline Access– 2007: used Outlook 2007 and Groove

– SharePoint Workspace 2010 integrates offline documents and lists

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Office Web Applications

• SharePoint 2010 provides a server version of Office applications – Office Web Access, or “OWA”.

• Core viewing and reasonable edit functions

• Ribbon “Fluent” UI

• IE 7/8, Firefox, Safari

• Word

• Excel

• PowerPoint

• OneNote



Mobility Clients

• Phone micro browsers

• Windows Mobile Workspace

• iPod / Mobile Safari for bigger screens

– What’s missing from the AppStore?

– SharePoint OWA is the only way to get Word, Excel, and PowerPoint on the iPod



Multiuser editing

• Excel in OWA, not client

• Word/PowerPoint on client only if file opened from a shared document library

• OneNote client or OWA



Collaboration Best Practices -Locations

• Where should we collaborate? • My Site is not “Our” Site• Shared Team sites offer a single place to collaborate with

multimodal access– Remote clients– Multibrowser– Social discovery

• Its SharePoint, (singular!) not ShareFuzzySetOfOverlappingLibrariesAndSites!

• Go beyond the firewall! Extranet with claims authentication to combine FBA and Windows Logins



Collaboration Best Practices - Usage

• Asynchronous - Use the Feedback Workflow (2007 Aggregated Workflow SC Features)

• Synchronous – Use Multiedit/Multiedit View for Decentralized Workers

• Use Tags for Categories • Use Versioning for

Versions



Collaboration Best Practices -Messaging

• Every time someone emails a document from a SharePoint library, God kills a tree!

• Email a link instead!

• (Apologies to Todd Klindt and Shane Young)



All together now

Initial Collaboration

• Multiuser editing

• Work in SharePoint Workspace

• Work in OWA

Drop-off Library

• Send from Document Center and leave behind a link

• Look for PowerPoint Files

• Require a Department

Routing

• If Marketing Send to Home Page Library

• If Not Send to Presentation Archive

Retention

• Marketing Forever

• Others Three Months

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Resources - General

• From Microsoft:

– SharePoint 2010 site: http://sharepoint.microsoft.com

– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

• From KMA:

– Webinars, white papers, blogs: http://www.kma-llc.net

http://blogs.msdn.com/sharepoint/default.aspx

http://www.kma-llc.net/




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• Questions?• Contact Me• Ask the Experts• Prizes!• Evaluations



Thank you…

• Contact Details

– Email [email protected]

– Blog http://blogs.kma-llc.net/microknowledge

– Twitter: http://twitter.com/cmcnulty2000

– LinkedIn:http://www.linkedin.com/in/cmcnulty

– Live: KMWorld November 2010

mailto:[email protected]



http://blogs.kma-llc.net/microknowledge



http://twitter.com/cmcnulty2000

http://www.linkedin.com/in/cmcnulty

http://www.linkedin.com/in/cmcnulty