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Philadelphia Area SharePoint User Group
www.PhillySharePoint.org
Welcome to the Philadelphia Area SharePoint
User Group
http://www.PhillySharePoint.org
Russ BasiuraRJB Technical Consulting
www.rjbtech.comhttp://www.sharepointspecialists.com/
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group AGENDA
• Quick Intro
• Announcements
• Creating a Custom Wiki template
• Role-based MySites – Russ Basiura
• Search Engine Optimization for SharePoint
• Round Table Q & A
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group User Group Goals/
Objectives
• Build a local community focused on Microsoft SharePoint Technologies
– Educate user group members about SharePoint Technologies
– Transfer knowledge within the community
– Communicate best practices
– Introduce new products / solutions
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group www.PhillySharePoint.org
Website for User Group• SharePoint Resource Documents• SharePoint Resource Websites Links• RSS Feeds • Meeting Event Schedule• Past User Group Presentations• Live Meetings• Public Discussions• Member Forums• Member Blogs
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Upcoming Schedule
• Next Meeting – July 29th 5:30 PM to 8:30 PM – Microsoft Greater PA Office, Malvern, PA
• Ongoing Schedule– Last Wednesday of every month– 5:30 PM to 8:30 PM– Microsoft Greater PA Office, Malvern, PA
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Introductions
PhillySharePoint Sponsors
• Microsoft– Leader in software solutions
• RJB Technical Consulting (www.rjbtech.com)– Philadelphia-based consulting company– Microsoft Partner– Practice Area focused on SharePoint and
Information Worker Technologies– Office 2007, SharePoint 2007 Private Beta Partner
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Role-based MySitesRuss Basiura
RJB Technical Consulting
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group MySites
• Role-based MySites– Controller / Financial Analyst– Customer Service Manager– Human Resources Manager– IT Manager– Marketing Manager– Sales Account Manager
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Research Input Selection Criteria Splendid 7
Department variety
Adoptio
n influenc
e
Role ‘population’
Researc
h coverag
e
SME validation (in MS)
Role-Based Templates for SharePoint My SitesDelivering prioritized information in context of how people perform their job roles
MichaelAccount Manager
KenController
ClaireHR Director/Manager
SondraAdministrative Assistant
MarieCustomer Service Manager
TimIT Manager
BenjaminMarketing Manager
AvailableNow!
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
My Site personal site (public view)
About Me and By Me
Information Roll-Up across sites
Organizational hierarchy auto-created from directory synchronization
The public view of a My Site acts as your face to the organization
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
My Site personal site (personal view)For Me The personal view of
a My Site helps users organize their work.
Roll-up personal information across sites
Application-Aware Web Parts (like Microsoft Outlook Web Access) aggregate views of important information from key applications.
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Role-Based My SiteFor Me in context of my role
‘Around Me’ and ‘Career’:Information from Internet, Corporate and HR Portals
Financial performance and KPIs from ERP systems and/or Fin Portal
Opportunities information from CRM and/or Sales Portal
Documents: ‘unstructured’ collaboration in context of structured processes
Philadelphia Area SharePoint User Group
www.PhillySharePoint.org
Personal Portal
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Installation Process
• Create an HR Audience using CA• Install (restore) the Databases
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Installation Tips
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Controller / Financial Analyst
• Automates financial analysis
• Better decision making
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group IT Manager
• Tracks Services Rendered by Support Teams
• Response• Resolution• Threshold• Incident Calls• Escalations
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Marketing Manager
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Sales Manager
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Customer Service Manager
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group Administrative Assistant
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group HR Manager
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Role-Based Templates for SharePoint My Sites
demo
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
MySite Benefits
– Effective Training Tool– Users can Learn in a Low Risk/Visibility
Area– Advantages Outweigh the Risks– Can be Used for Testing Purposes
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group MySite Best Practices
1. Understand your objectives
2. Find sources of automated content
3. Let people choose their picture
4. Carefully choose what attributes to expose in the profile
5. Provide guidelines for all profile attributes
6. Encourage blogging
7. Look for reasons to deploy MySites
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Resources
Application Templates www.microsoft.com/sharepointapps
Role Based Templates http://office.microsoft.com/en-us/sharepointserver/HA102147321033.aspx
Master Pages http://www.microsoft.com/downloads/details.aspx?familyid=7c05ca44-869a-463b-84d7-57b053711a96&displaylang=en&tm
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Round Table Discussion
www.PhillySharePoint.org
Philadelphia Area SharePoint User Group
Giveaways and Close