user adoption issues server admin fundamentals solutions to user adoption issues

Spark the future.

May 4 – 8, 2015Chicago, IL

Driving User Adoption from a Technical Standpoint for SharePoint, Exchange and Office 365 Laura RogersLori Gowin

BRK2129

About Lori Microsoft Premier Field

Engineer - SharePoint Birmingham SharePoint Users

Group Women in SharePoint B:

http://pointgowin.com/seethepoint

E: gowinl@bellsouth.net L:

http://linkedin.com/in/lorigowin T: @LoriGowin

About Laura Laura Rogers, Microsoft MVP I live in Birmingham,

Alabama Company: Rackspace Author of six SharePoint

books Blog:

http://www.wonderlaura.com Follow me on twitter:

@WonderLaura

Agenda

User Adoption Issues

Server Admin Fundamentals

Solutions to User Adoption Issues

User Adoption Issues

Working on files straight from SharePoint

Authentication Annoyances We want the app store Organizing the Clutter Finding Files Mobility It Changes ALL the Time

Common Frustrations and Questions

User Adoption Issues

“It’s hard to use files that are in SharePoint” Save straight to SharePoint Open straight from SharePoint

User Answer: Manually add locations

Admin Answer: Promote locations that are pertinent to users

Admin: Audiences, AD, Group Policy

Office Integration – Lack of Awareness

User Adoption Issues

“I keep getting prompted to authenticate” “Why doesn’t it know my domain?” User Answer: Know what IE settings to

configure Admin Answer: Push IE Settings via Group

Policy, Integrated Windows Authentication, Default Domain

Authentication Annoyances

User Adoption Issues

Why can’t we have the App Store?

What App do I need?

The App Store

User Adoption Issues

“How can we easily archive or move files somewhere else?” OR

“We need to just drop files in SharePoint and not have to think about where exactly”OR

“How can we manage the lifecycle of data?”OR

“There is too much stuff to sort through.”

Organizing the Clutter

User Adoption Issues

Finding Files

User Adoption Issues

“I can’t find that attachment.”

“Where is that document?”

Mobility

User Adoption Issues

Why is it so hard to configure my phone to work with this?

I want to work with this when I am offline.

New Services Added Delve Video Portals

Look and Feel New Tool Bars App Launcher Changing master pages by version

It Changes ALL the Time

User Adoption Issues

Admin Fundamentals

Basics of Server and Domain Administration Active Directory Group Policy SharePoint Central

Administration Exchange Admin

Center Office 365 Admin

Center

Admin Fundamentals

Synchronize with SharePoint Single version of the truth Keeping it updated helps tremendously

Create Audiences Global, can be used anywhere in your farm Defined dynamic groups of people based on attributes Target content and web parts to audiences

Use for Directory Search for People Display in web parts

Active Directory

Admin Fundamentals

User or computer policies Push registry changes

IE Settings MS Office settings Hundreds of office program settings even common SharePoint locations

Ensure features and applications available for users

Group Policy

Admin Fundamentals

Create Promoted Sites / Links Customize the search experience Manage your app store Manage your service applications Manage DLP

SharePoint Central Administration and Office 365 Admin Center

Admin Fundamentals

Configure OWA Authentication Configure Autodiscover Manage iFilters Exchange Settings

Exchange Admin Center

Admin Fundamentals

Solutions

Promoted Sites / Links Push Browser Settings Configure Authentication Manage App Store…

What Can You, the Admin Do?

Solutions

Search Customization Create “Send To” Locations Extras to Install/Configure

What Can You, the Admin Do?

Solutions

Add Published Links to Office Application Ease of saving, opening files Target to an audience

Add Personal Site URL in Active Directory Attribute is called WWWhomepage by default…

Push Links to Commonly Used Libraries and Sites

Solutions

Create Promoted Sites Different types of sites and links to choose from Associate an image Target to an audience

Group Policy Settings Download Administrative Templates for Office 2013 Hundreds of settings are available, not just file locations

Push Links to Commonly Used Libraries and Sites

Solutions

Create Custom Template Locations Use them from Office programs

Templates targeted to me Use Document Library with Template Synchronization Each set of templates can have a target audience

Push Links to Commonly Used Libraries and Sites - Templates

Solutions

Office Applications - Share Create a library with its own workflows All Office users can run these common

workflows Their file gets moved to that library They are notified and can start the workflow

Group Policy – Home Workflow Library

Solutions

Name your SharePoint Save straight to your published links Each user gets “Documents” which is their

OneDrive

Group Policy – SharePoint Product Name

Solutions

DEMO

Manage Promoted Sites

Create archive locations or file drop locations Use across site collections Defile action:

Copy Move Move and leave link

Allow or disallow manual submission by users

Create Content Organizer Rules Defined at each drop site

Send To Locations

Solutions

Create Compliance Policies Retention Policies Deletion Policies

Clutter Turn on or off using OWA Train Clutter Relies on the Office Graph

Data Archiving and Clean Up

Solutions

Add Sites to IE Local Intranet Policy or Trusted Sites Single Sign On

Custom Level Automatic Logon with current user name and password…

Push Internet Explorer Settings

Solutions

Group Policy Settings Set per IE version Add trusted sites, home page default, security settings Windows Components\Internet Explorer\Internet Control Panel\

Security Page\Site to Zone Assignment List Also: Preferences\Internet Settings

Push Internet Explorer Settings

Solutions

Integrated Windows Authentication for internal/domain users

Configure a default domain for FBA Users

Configure OWA Authentication

Solutions

Apps provide solutions beyond the out-of-the-box

Deploy strategically Too many, confuses users Deploy by path, URL, Template Monitor and control them

Manage the App Store

Solutions

DEMO

Manage the App Store

Configure Search Query Rules Search Analytics

Number of Queries Top Queries * Abandoned Queries * No result Queries Query Rule Usage

People Directory Popular request Keep AD accurate Set up sync from other HR systems

Exchange iFilters for Office and PDF

Solutions

New and Changing Services Services

Delve Office Graph Settings

SharePoint Admin Center>Settings>Office Graph

User Option Video Portal

Educate, prepare

Look and Feel Watch for Announced

Changes Limit customizations that

could break

Resources Office 365 Roadmap

http://roadmap.office.com/en-us Office Blogs

http://blogs.office.com/ Yammer Office 365 Network

https://www.yammer.com/itpronetwork#/Threads/index?type=algo

Solutions

Extras to Install/Configure Office Web Apps

Provides better experience for users Quickly know it is the correct

information in Search Edit in the preview window if

needed Bring Your Own Device

Workflow Manager Incoming Email OneDrive Settings on

server Keep up to date with

Service Packs

Offline OWA Access Allow users to work with devices

while offline without a client

Autodiscover Mobile device users can configure

by entering their email address

Solutions

ResourcesOffice 2013 Resource Kit: https://technet.microsoft.com/en-us/library/cc303401(v=office.15).aspx Downloads: https://technet.microsoft.com/en-us/library/cc178979(v=office.15).aspx Group Policy for Office 2013: https://technet.microsoft.com/en-us/library/cc178969(v=office.15).aspx Download Admin Template files: https://technet.microsoft.com/en-us/library/cc178992(v=office.15).aspx Creating Query Rules https://technet.microsoft.com/en-us/library/jj871014(v=office.15).aspx Understanding Query Rules http://office.microsoft.com/en-us/sharepoint-server-help/understanding-query-rules-HA102848833.aspx?CTT=1 Send Document to another location: https://www.youtube.com/watch?v=t3LLKnvcYdo Power Hour, user adoption discussion: https://www.youtube.com/watch?v=Jif80XF4qIs Manage and Deploy Apps: http://blogs.msdn.com/b/richard_dizeregas_blog/archive/2013/03/04/sharepoint-2013-app-deployment-through-quot-app-stapling-quot.aspx

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