Welcome to the Minnesota SharePoint

User Group

Agenda

• Quick Introduction

• Announcements and News

• 2007 Microsoft Office System Licensing and Pricing

• Real-World Solution Example Built on MOSS 2007

Develop and support a local community focused on Microsoft Office SharePoint Server 2007 Technologies

• Educate

• Transfer knowledge

• Communicate best practices

• Introduce new products / solutions

User Group Goal / Objectives

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

• User group web site

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

www.sharepointmn.com

www.sharepointmn.com

Community Kit for SharePoint

Goal: Make SharePoint synonymous with community websites

• Collaborative development approach

• Quickly create website using WSS V3

• Currently an Alpha release

• MNSPUG re-launch with CKS soon

Learn More:http://www.codeplex.com/Wiki/View.aspx?ProjectName=SCK

• Microsoft Office RTM Update (REDMOND, Wash. — Nov. 6, 2006)

• Code Completion

• 3.5 million Beta 2 Downloads (largest Microsoft Office beta program)

• Business availability 11/30/2006

• General availability early 2007

• Learn and Try! http://office.microsoft.com/en-us/default.aspx

• 50,000 help articles

• 35 how-to refresher demos

• 24 training courses

• Tons of new templates

News and Announcements

• Next Meeting

• December 13th 9:00 AM to 11:30 AM

• Microsoft’s Bloomington Office

• Topics:

• Product Showcase

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:30 am

• Microsoft’s Bloomington Office

Upcoming User Group Schedule

When: Wednesday, December 6th, 2006

Where: Microsoft (Bloomington)

Topic: This event is designed to convey the significant business benefits you can achieve when combining the strengths of Microsoft Dynamics CRM and Microsoft Office.

Registration:http://www.clicktoattend.com/invitation.aspx?code=111663

“As Easy As Office”

Coming to Minneapolis, MN

• When: Thursday, Feb 1st, 2007

• Where: Minneapolis Convention Center

• Things to do:

• Launches: Office 2007, Exchange 2007 and Windows Vista

• Expo and Exhibitor Hall

• General Session / Keynote

• Technical Keynotes

• Breakout Sessions

• Please Join Us!

Local Microsoft Office 2007 Launch Event

2007 Microsoft Office System Licensing and Pricing

Real-World Solution Example Built on MOSS 2007

What We’ll Cover

• Introduction to Jeffrey Slocum and Associates

• Case Study Overview

• Taxonomy

• Portal Architecture

• Portal Data

• User Roles

• Scenarios / Demonstration

• General Overview

• Client Services Role

• Research Services Role

• Feature Highlights / Demonstration

• Custom Web Parts

• Document Management

• E-Mail-enabled Document Libraries

• Business Data Catalog

• Search

Jeffrey Slocum & Associates

• Jeffrey Slocum & Associates, Inc. (Minneapolis, MN)

• Started business in 1986

• 120 clients

• More than $74 billion in assets under advisement

• 66 employees

• 12 Chartered Financial Analysts

• 2 Certified Public Accountants

• Dedicated Specialist Teams

• SEC-Registered Investment Adviser

• 100% Employee Owned

Who We Are:

Create customized portfolios & investment solutions

• Development of Investment Objectives and Policies

• Asset Allocation Modeling (including Asset-Liability Modeling)

• Investment Manager Selection and Transition Planning

• Asset Class Research and Analysis

• Investment Performance Analysis and Attribution

• Compliance Monitoring

• Education

• Development of Practical Risk Management Processes (Value at Risk and Risk Budgeting)

What We Do:

Who We Serve:

Client Services

• Work with Clients

• Author and Manage Documents

• Need Research data / information on Managers and Products

Research Services

• Research Products and Managers

• Author and Manage Documents

• Provide Research Information for Client Services

Key User Roles:

Access to Information

• Consistent Document Organization and Management

• Inability to easily Search

• Redundant Documents

• Easier Access to Business Data

Business Process

• Manual Processes

• Customized Reporting

• Time-sensitive Notification

• Task Management

Collaboration

• Collaboration between Client Services and Research Services

•

Challenges:

Solution

Context-Aware solutionAbility to deliver different user experiences based on each user's role and need

• Key features leveraged in this solution include:

• Content Types

• Policies

• Search

• Business Data Catalog (BDC)

• Workflow

• InfoPath Forms

• Custom Web Parts

• Custom Fields

Solution: JSA Portal

• Access to Role-specific Sites:

• Client Services

• My Clients

• My Documents

• My “Notes”

• My Tasks (Roll-up)

• Research Services

• My Asset Classes

• My Managers

• My Documents

• My “Notes”

• My Tasks (Roll-up)

• Access to Collaboration Sites:

• Clients (top-level for all client sites)

• Managers (top-level for all manager sites)

JSA Portal: TaxonomySlocum Portal Home

Client Services

Research Services

Clients

Managers

Industries

Search Center

Client 1

… Client N

Manager 1

… Manager N

Healthcare

Insurance, etc.

Alternatives

Domestic Equity, etc.

JSA Portal: Collaboration Sites

Client Site

Client Content

Client Documents

Client Tasks

Client Calendar

Email-enabled Library: Client Correspondence

Client Project Sites

Search Document Site

Report Document Site

Other Project Site

Custom Web Parts

Client Details

Client Contacts

Document Aggregation

• Initially 3 Content Database

• Client Content

• Manager Content

• Portal Content

• 3 Core Site Collections

• Clients

• Managers

• Portal Site

JSA Portal: ArchitectureSlocum Web / Database Infrastructure

SharePoint Web application hosting multiple site collections

Clients Site Collection

Clients Top-level Site

Client Subsite

Client Subsite

Managers Site Collection

Managers Top-level Site

Manager Subsite

Manager Subsite

Portal Site Collection

Slocum Portal Home

Client Services

Research Services

Search Center

Industry Verticals

Clients Site Collection Content Database

Managers Site Collection Content Database

Portal Site Collection Content Database

JSA Portal: Data

JSA Portal: Roles & Relationships

JSA Portal: Roles & Relationships

Demonstrations

Q & A

Thanks for coming!