The least known component of SBS 2008 is SharePoint and yet it offers the greatest opportunity. This session will explain to you in simple terms exactly what SharePoint technology is and how it can be utilized to improve your business and that of your customers. You'll also learn how to take SharePoint beyond the default install to configure an installation that truly provides business benefits to you customers. You'll learn how software like Microsoft Office, SharePoint Designer, Search Server Express and third party add-ons work with SharePoint and more importantly how you can extend your skills quickly and easily to sell these solutions.  Session GS202 from SMB Nation 2009

2. 2
Twitter the love to #smbnation and #gs202
My twitter handle = directorcia
Survey forms.
Questions at the end.
Mentioned reference links[#] at the end.

3. 3
What is SharePoint?
Why SharePoint?
The Killer App.
Enabling existing items.
Additional applications.
Third Party additions.
Look and feel.
Questions.

4. Survey
Who uses SharePoint in their
business?
If not why?
Whose customers use SharePoint?
If not why?
4

5. “I don't typically promote SharePoint
unless my customer specifically asks for
it”.
“We don't use SharePoint. We hate it”.
Harry’s recent Survey
5

6. Microsoft declines to break out the exact sales figures for the software but
said that SharePoint broke the $1 billion revenue mark last year and
continued to rise past that total this year, making it the hottest selling
server-side product ever for the company. - (NYTimes August 2009)
Microsoft has managed to undercut even the panoply of open-source
companies playing in the business software market by giving away a free
basic license to SharePoint if they already have Windows Server. “It’s a
brilliant strategy that mimics open source in its viral, free distribution, but
transcends open source in its ability to lock customers into a complete,
not-free-at-all Microsoft stack - one for which they’ll pay more and more
the deeper they get into SharePoint,” Mr. Asay said. - (NYTimes August 2009)
6
According to Bill Gates, SharePoint is the fastest growing server product
Microsoft has ever had and the company is going to dedicate more
resources to the product. The company expects to have sold 100 million
licenses by this year, he said. – Infoworld March 2008
6

7.  Simply a tool like other Office applications.
 Customers want ‘tools’ to solve their business
problems, they don’t want more technology.
 2 versions:
 Windows SharePoint Services (WSS).
 Microsoft Office SharePoint Server (MOSS).
7

8.  WSS provides core features for document management and
collaboration, including Web site templates, a Web Part framework,
data lists, document libraries, and a Windows Workflow Foundation
(WF) runtime.
 MOSS builds on this foundation to provide key enterprise-level features
such as user site provisioning and social networking, business
intelligence tools, business process integration and forms support,
enterprise content management, and full enterprise search
 Product comparisons information [4].
 Focus here is on WSS.
8

9.  Like Word or Excel. When you start, SharePoint is empty.
 Value comes from information entered into SharePoint.
 It can be used with only a browser but achieve much greater
functionality when teamed with Microsoft Office.
 It doesn’t do everything but in many cases you can build
something that is “near enough” but significantly lower than the
cost of buying a dedicated application.
9

10.  To capture business information.
 Look at all the information that is on or around your desk.
Why isn’t that digital?
 To index business information.
 Most people have more than enough access to
information, the problem is generally finding it.
 To streamline business processes.
 Success is a function of how much you can automate.
10
10

11.  Provides a simple tool to allow business units to manage
their own presence without the burden of constant
maintenance and intervention from IT.
 Users are far more likely to ‘adopt’ a technology if they feel
they have ownership and are able to use it effectively.
 Easier process of ‘on-boarding’ employees when they have
access to SharePoint.
11
11

12. 12
www.ferrari.com
12

13. www.hawaiianair.com
13

14. 14
http://www.carlsberggroup.com
14

15. Adding value to a business.
Creating point of differentiation.
Ability to create templates.
Reduces paper.
Don’t forget SharePoint in the ‘cloud’.
Upgrade skills from WSS to MOSS.
WSS 2010 coming.
15

16. Business benefits
 Windows SharePoint Services is free.
 Increases productivity.
 Easily customizable.
 Allow staff and customers to enter own data.
 In the end, it saves money - “Five ways SharePoint can
save you money” [3]
 Top 10 Benefits of Windows SharePoint Services 3.0 [5]
16

17. Versions
 WSS v2
 Available by default with SBS 2003.
 WSS v3
 Available by default with SBS 2008.
 Can be installed on SBS 2003.
 WSS 2010
 Coming soon.
17

18. WSS v3 differences
Built on SQL server not MSDE.
Item level security.
Wikis.
Blogs.
Better external access.
Built in mobile version.
Workflows.
18

19. SharePoint 2010
Beta in October 2009.
RTM early 2010.
64 bit ONLY.
Ribbon Interface.
SharePoint 2010 Sneak Peak[6]
19

20. 20

21. 21

22. 22
22

23. 23

24. 24

25. SharePoint is the paint
VS
25

26. Stop and plan
 According to Microsoft, “Governance is the set of policies,
roles, responsibilities, and processes that you establish in
your enterprise to guide, direct, and control how it uses
technologies to accomplish business goals.” In short,
governance is an organization’s operations manual for its
SharePoint environment.
 In simple terms, establish a roadmap for SharePoint
implementations because they are going to grow.
26

27. Implement immediately
Announcements
Current Vendor promotions.
Upcoming installations/migrations.
Document libraries.
Policies
Templates
Shared calendar.
Tasks.
Links.
27

28. 28

29. Most used features
29

30. “the typical information worker now spends up to one-quarter of his or
her day searching for the right information to complete a given task” –
Network World
15% of a typical information workers day is spent searching through
content, like Web, digital communication and paper work (NYTimes 14 Jun 2008)
Butler Group reports up to 10% of staff costs are lost, because employees
can't find the right information to do their jobs.
Middle managers spend more than a quarter of their time searching for
information necessary to their jobs, and when they do find it, it is often
wrong, according to results of an Accenture survey - 2007
An independent survey by IDC found that the average information worker
in the United States spends approximately nine-and-a-half hours per
week searching for information (IDC: The Hidden Costs of Information Work, April 2006, Doc
#201334).
30

31.  Everyone knows where to go to find information on
the Internet.
 Where do they go to find data inside a business?
 Which information is more value to a business?
 Wouldn’t a product that indexes internal data be
valuable to a business?
Search
31

32. Default WSS Search
 By default will WSS v3 index:
 Word 2007 documents?
 Acrobat documents?
 OneNote Notebooks?
 Outlook MSG files & attachments?
 Existing documents in file shares?
 Exchange public folders?
 Web sites?
No! But it can (and TIFF on Server 2008 R2!)
32

33. First addition
 Install appropriate Ifilters to allow content indexing.
 KB946338
 Make registry changes.
 Restart IIS.
 Perform full content crawl.
33

34. Next, Search Server
 After WSS install Search Server Express (SSX) but not on SBS.
 http://www.microsoft.com/searchserver
 SSX will do WSS site by default but add ability to index:
 Network file shares.
 Public folders.
 Web sites both internal and external.
 Other SharePoint sites.
 Configure full and incremental crawls.
34

35. Print to OneNote
 When OneNote is installed it also installs a
OneNote printer.
 This OneNote printer effectively does automatic
OCR.
 Means you can index just about any digital
document.
 More about OneNote later.
35

36. Next - Customizing
Rule of thumb:
75% browser
15% SharePoint designer
10% Visual studio
36

37. Enabling existing items
 Wikis
 Themes & Navigation
 Usage analysis
 Web parts
 Subsites
 Additional site collections
 Drive mappings
 Inbound emails
 Workflows
 Templates
37

38. Wikis
Great for knowledge bases.
Don’t require local application to enter
information.
Can create multiple wikis for multiple
information sources.
38

39. 39

40. 40

41. 41

42. Themes & Navigation
Included themes merely change colour
scheme.
Can be handy to help in navigation.
Can create[7]/add[8] additional
themes.
42

43. 43

44. Usage Analysis
Not enabled by default.
Better understanding of what users
are doing on site.
Will be improved in 2010version.
44

45. 45

46. 46

47. Web Parts
 Implement existing web parts:
 Content editor web part for embedding:
 Google maps.
 YouTube videos.
 Web page viewer web parts:
 Display areas from other web pages.
 Create additional web part pages as dashboards.
47

48. 48

49. 49

50. 50

51. Subsites
Tree structure.
Create using templates.
Security boundary.
Logical boundary.
51

52. 52

53. Drive mapping
Treat SharePoint just like any file
network file share.
Simply map a network drive there.
Users see no difference.
53

54. 54

55. 55

56. 56

57. Inbound emails
 Document libraries and lists can receive emails directly.
 Use to receive marketing newsletters.
 Use to receive SBS reports.
 Once in SharePoint they indexed.
 Down side is there is no item preview as there is in
Outlook.
57

58. 58

59. Workflows
 Create a consistent process.
 Automate common processes to save time and
money.
 Very E-Myth (Michael Gerber).
 Receive only one workflow (three state) in WSS but
can create more.
59

60. 60

61. Backups
 Out of the box no backup is configured.
 Backups can be configured via:
 Central Admin site (nice UI, but no inbuilt scheduling
capabilities)
 or through STSADM commands (command line, ability to
schedule via batch files).
 Stsadm –o export/import
 SharePoint Backup and Restore Overview [9]
61

62. Security
 Anonymous access
 Simple view rights.
 SSL
 Securing information as it travels outside the business.
 Item level security
 Certain items need greater security and can be hidden.
62

63. 63

64. 64

65. Metadata
 Create additional fields in libraries to capture more
information.
 Additional field make sorting and filtering easier.
 This information can be pushed through to Office
apps.
 Can’t do this with ordinary file shares.
65

66. Word SharePoint
66

67. 67

68. 68

69. 69

70. Templates
Can save lists and sites as templates
 Create as solutions and then re-used elsewhere.
 End up in Site Settings | Galleries.
Templates can include data
 Create a standard set of documents for client
information.
 End up in Site Settings | Galleries.
70

71. 71

72. Additional applications
Microsoft site templates
Word
Excel
Access
InfoPath
OneNote
SharePoint designer
Groove
72

73. Microsoft Templates
Application Templates for Windows
SharePoint Services 3.0 [10]
40 templates including:
Classroom management
Help Desk
Inventory tracking
73

74. 74

75. Word
Can require completion of
additional meta fields.
Document check in/check out.
Document approval.
75

76. 76

77. Excel
 Can require completion of additional meta fields.
 Document check in/check out.
 Document approval.
 Create embed graphs that update when spreadsheet
updates.
 Unfortunately, Excel only supports one way synchronization.
77

78. 78

79. Access
Two way data synchronization.
Use SharePoint as a “front end”.
Use Access to do “reporting” and
more complex analysis.
79

80. 80

81. Outlook
Linking document libraries.
Linking with calendars.
Using RSS reader.
81

82. 82

83. 83

84. Infopath
 InfoPath form templates enable you to build data
validation, conditional formatting, calculation and
many other features into your electronic forms to
ensure that you collect high quality data at the first
time of asking. You can also integrate data from
virtually any external data source into your forms,
either to provide the user with essential
information or to structure their responses.
84

85. 85

86. OneNote
 Good ‘front end’ to SharePoint. No need to know
about the SharePoint back end.
 Allows ‘off-line’ use.
 Automatic synchronization.
 Simple way to share all sorts of information.
 Pfizer Case Study [11]
86

87. 87

88. SharePoint designer
 Free download.
 Master pages.
 Additional workflows.
 There is no other tool available that can interact with a SharePoint site
as quickly and efficiently as SharePoint Designer.
 Introducing Microsoft Office SharePoint Designer 2007 [12]
 Get SharePoint Designer training on your desktop [13]
88

89. 89

90. SharePoint Workspace
Was Groove.
Will allow offline
SharePoint.
90

91. 91

92. Free add-ons
Pentalogic
Chatterbox
Lytebox
92

93. Pentalogic
 http://www.pentalogic.net
 SharePoint doesn’t include timer based alerts.
 Pentalogic SharePoint Reminder adds the ability to send out
emails on date based events - for example it can constantly
monitor a Task List and when an item is due send a 'This Task is
Due Soon' email to the person who has been assigned to
complete the task. It can also send out another email if a task
becomes overdue.
93

94. Chatterbox
 http://www.codeplex.com/CKS/Release/ProjectRel
eases.aspx?ReleaseId=4234
 An easy way to enter information onto a
SharePoint page.
 Really handy for quick communications and
messages.
94

95. Lytebox
http://www.dolem.
com/lytebox/
Provides the ability
to do animations.
95

96. Commercial add-ons
 Dark Blue Duck [14]
 Scan documents to SharePoint directly from the SharePoint User Interface.
96

97. Commercial add-ons
Pixelmill [15]
SharePoint
skins to quickly
change the
look and feel of
a site.
97

98. Visual Basic Development
 Tom Rizzo Microsoft Director of SharePoint "We all
love code, but .. Make sure it's a last resort“
 Introduction to building SharePoint applications
[16]
 Windows SharePoint Services Developer Center
[17]
98

99. Review
 If you don’t use SharePoint you won’t understand how to sell it.
 Enable all search features and look at installing Search Server
Express to extend search beyond WSS.
 Look to incorporate built in features.
 Look to use features of common applications like Office.
 Look to use free add ons and web parts.
 Look to use commercial add ons and web parts.
99

100. References
 [1] Microsoft’s SharePoint Thrives in the Recession -
http://bits.blogs.nytimes.com/2009/08/07/microsofts-sharepoint-thrives-in-the-
recession/?partner=rss&emc=rss
 [2] Ferrari Case Study -
http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?CaseStudyID=400000
4987
 [3] Five ways SharePoint can save you money -
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=6c9db9
23-139c-4d0c-8111-a6b8c9478c1b
 [4] SharePoint product comparisons - http://office.microsoft.com/en-
us/sharepointtechnology/FX101758691033.aspx
 [5] Top 10 Benefits of Windows SharePoint Services 3.0-
http://technet.microsoft.com/en-us/windowsserver/sharepoint/bb684456.aspx
 [6] SharePoint 2010 sneak peak -
http://sharepoint.microsoft.com/2010/Sneak_Peek/Pages/default.aspx
 [7] Create a custom theme and make it available to others -
http://sharepoint.microsoft.com/blogs/GetThePoint/Lists/Posts/Post.aspx?ID=122
100

101. References
 [8] SharePoint skinner -
http://www.elumenotion.com/Blog/Lists/Posts/Post.aspx?ID=94
 [9] SharePoint Backup and Restore Overview - http://msdn.microsoft.com/en-
gb/library/bb447526.aspx
 [10] Application Templates for Windows SharePoint Services 3.0 -
http://technet.microsoft.com/en-au/windowsserver/sharepoint/bb407286.aspx
 [11] Pfizer Boosts Efficiency by 15 Percent with Easy to Use, Shared Note-Taking
Program -
http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000
004505
 [12] Introducing Microsoft Office SharePoint Designer 2007 -
http://office.microsoft.com/en-us/sharepointdesigner/HA100740831033.aspx
 [13] Get SharePoint Designer training on your desktop -
http://office.microsoft.com/en-us/sharepointdesigner/HA102632321033.aspx
101

102. References
 [14] Dark Blue Duck - http://www.darkblueduck.com/products/ScanningEnablerWSS.aspx
 [15] Pixelmill -
http://www.pixelmill.com/products/searchresults.aspx?action=reset&ProductTypeID=35&Ke
yword=skin
 [16] Introduction to building SharePoint applications - http://office.microsoft.com/en-
us/sharepointdesigner/HA102390461033.aspx
 [17] Windows SharePoint Services Developer Center - http://msdn.microsoft.com/en-
gb/sharepoint/default.aspx
 [18] Which SharePoint Technology is right for you? - http://office.microsoft.com/en-
us/sharepointtechnology/FX101758691033.aspx?ofcresset=1
 [19] Microsoft SharePoint - http://www.microsoft.com/sharepoint/default.mspx
102

103. References
 SharePoint Guide - http://www.wssops.com
 Public SharePoint site - http://supportweb.ciaops.net.au
 Presentations and Documents -
http://www.slideshare.net/directorcia
 Videos
 http://www.youtube.com/user/saturnalliance
 http://www.youtube.com/user/directorciaops
103

104. Questions?