SharePoint in the Workplace

Duration: 8:30am-10:00am (1.5 hours)

Presenter: Howard Forder

. MCT, MCSE, MCDST, MODL, MCITP

hforder@howardforder.com

IT Implementation of SharePoint 2013 in the Workplace

Meet Howard Forder

“25 years of

consulting and

training”

www.howardforder.com

MCT, MCSE, MCDST,MODL,A+

This informative session will dive into many areas of SharePoint from

an IT perspective. It will also emphasize the importance of delegation

in SharePoint for the various duties performed.

Many companies have SharePoint but are not utilizing it because

they haven't seen it in action the way it was designed. Roles will be

defined, and the expectations of those roles, and the courses

pertaining to each role.

Walk away with a better understanding of what it is, how it is used

more effectively and how IT can drive that functionality forward.

IT Implementation of

SharePoint 2013 in the Workplace

Agenda

Section 1: Introduction to SharePoint 2013

What is SharePoint

SharePoint Roles

Section 2: Delegation of Site Ownership

IT can’t do it all.

What does the Site Owner do?

Section 3: IT’s job in setting the stage

Related Microsoft Official Curriculum & Target Audiences

Introduction to SharePoint 2013

What is SharePoint

SharePoint Roles

What is SharePoint? A web based collaboration platform

A project management tool, specifically, to manage

the timelines and flow of documents in a project.

A document storage system or Enterprise Content

Management System (ECM).

A multi-tiered line-of-business application.

A powerful search platform to find people, documents

and specific content in those documents.

A Web-based Collaboration Platform

Using any web browser, project members upload

documents, adjust to-do lists, modify calendar items and

contribute to blogs, wikis and discussion boards.

Any device, anywhere, anytime.

Each SharePoint team site is a collaboration project.

Each project has a selected group of employees to contribute

and get the project done.

A Project Management Tool

To manage the timelines and flow of documents in a project.

Using a Tasks List

Using a Project Calendar

Using select, invited members

A Project Management Tool

Using a Tasks List

A Project Management Tool

Using a Project Calendar

A Document Storage System

Temporary Project Documents

Enterprise Content Management

Currently an ECM encompasses three main components:

Document management: for check-in/check-out, version control,

security and library services for business documents.

Records management: for long-term archiving, automation of

retention and compliance policies, and ensuring legal, regulatory

and industry compliance.

Web Content Management (WCM): WCM for controlling the

content of a website through the use of specific management tools

based on a core repository. It includes content creation functions,

such as templates, workflow, change management, and content

deployment functions that deliver prepackaged or on-demand

content to Web servers.

ECM defined as a

strategy can help

enterprises take control

of their content and, in

so doing, boost

productivity, encourage

collaboration and make

information easier to

share.

ECM defined as

software consists of

applications that

interoperate, but that can

be sold and used

separately.

A Document Storage System

A Multi-Tiered Line-of-Business Application

Tier

SharePoint Server Front End

Can be NLB farm

Tier

Application Server(s)

Optional

Search

Query

BI or others

Tier

SQL Server(s)

Single or cluster

A Powerful Search Platform

People Search

As you can see,

familiar search

layout to find

exactly what

you are looking

for.

Based on any

attributes of

that person

A Powerful Search Platform

Content

Search

As you can see,

familiar search

layout to find

exactly what

you are looking

for.

Based on any

attributes of a

document

SharePoint Roles

There are specific roles in SharePoint requiring different

levels of training and skills:

• SharePoint Architect (planner)

• SharePoint Developer (programmer)

• SharePoint IT Administrator (server farm)

• Site Owner (individual site collections)

• End User (content contributor and consumer)

IT Administrator

The skills for an IT Admin can be learned in a 5 day

course at the minimum. Skills needed are:

• Understand the network infrastructure

• Install SharePoint and Office Web Apps (server)

• Use Central Administration

• Administer managed metadata (SharePoint Taxonomy)

• Use PowerShell to administer SharePoint

• Activate SharePoint Features

IT Administrator

Network Infrastructure

IT Administrator

Install SharePoint

GUI

vs

PowerShell

SharePoint can be installed on a

Windows 8 Pro workstation with

Hyper-V (for practice or dev)

Guidelines for OWA Installation To minimize the complexity of the deployment install all office web apps roles on

each server instead of distributing the roles on servers.

Office web Apps 2013 does not require SQL database.

PowerShell is used to define Office Web Apps topology, by using New-

OfficeWebAppsFarm command with the master server (the first server in the farm)

and by using New-OfficeWebAppsMachine command to join more machines to the

farm.

PowerShell commands connect the SharePoint farm to Office Web Apps farm.

When installing updates and patches , the Office Web Apps server should be

disconnected from the Office Web Apps farm then joined again after finish the

patching.

SharePoint system account cant render office web apps (by design for security)

NLB Tips

Consider using NLB for high availability

Make sure to enable NLB server affinity

IT Administrator

IT Administrator

Use Central Administration

IT Administrator

Administer Managed Metadata

IT Administrator

Managed Metadata in Columms

IT Administrator

Managed Metadata in Columms

IT Administrator

Administer Managed Metadata

Or to publish content

types to many site

collections using a

Content Type Hub

Site Collection.

IT Administrator

Use PowerShell

From the

SharePoint

console or in the

PowerShell ISE

IT Administrator

Activate Features & Solutions

It’s our job to take features and

solutions built by developers and

install, then activate them.

Delegation of Site Ownership

IT can’t do it all!

What does the Site Owner do?

Site Owner

IT Can’t Do It All!

• We design the farm

• We install the farm servers

• We configure Web Applications

• We configure Site Collections

• We design the Taxonomy

• We install features and solutions

• We fix

Site Owner

Site Owners

• Managers take control of their Site Collections

• Department Managers and Project Managers

are given the permission of “Site Owner”

• As a Site Owner, they can make more sites and

• Modify the current site web part placement

• Modify the look and feel of the site (theme)

• Change menu items

• Add or insert web parts, apps and

audio/video

• Add or remove libraries and lists

Site Owner

Site Owners

Site Owner

Site Owners

Site Owner

Site Owners

With little training, Site

Owners can easily manage

the permissions of the

members of their site.

Site Owner

Site Owners Summary

Are not IT personnel

Are given a 2 day course

Are given owner permission to site(s)

IT can “take ownership” to help

Are responsible for the lifecycle of each site.

Can make more subsites as needed.

(each IIS server can house 250,000 sites.)

Edit with a browser, not SP Designer!

IT’s Job in Setting the Stage

Set expectations from the start.

• You might be the architect and the IT implementer but get

the roles defined early in the deployment.

• Developers might be needed for custom solutions.

• Help your company understand how big this endeavor is.

• Delegation is key. IT can’t do it all. We cannot be modifying

100,000 sites for everyone.

• Have specific training for IT, Site Owner AND End Users.

• Once Site Owners and End Users learn how

and why, they drive acceptance!

SharePoint Courses

There are many courses available through CTE Solutions

• SharePoint Architect (planner)

• SharePoint Developer (programmer)

• SharePoint IT Administrator (server farm)

• Site Owner (individual site collections)

• End User (content contributor and consumer)

SharePoint Courses

SharePoint IT Courses

SharePoint Site Owner Courses

SharePoint End User Courses

SharePoint in the WorkPlace

Duration: 8:30am-10:00am (1.5 hours)

Presenter: Howard Forder

MCT, MCSE, MCDST, MODL, MCITP

hforder@howardforder.com

.

IT Implementation of SharePoint 2013 in the WorkPlace