Planeación de Intranet con SharePoint

SharePoint Saturday Bogotá

Sábado , Mayo 24,2014Live Online

#SPSaturdayCol

Our Sponsors:

Haaron Gonzalez

• Consultant• Lead Solution Architect at Hershey Technologies• Independent Consultant & Trainer in Mexico

• Microsoft MVP• ASP/ASP.NET (2004 – 2008)• SharePoint Server (2009 until now)

• Speaker/Community• Mexico SharePoint User Group• San Diego SharePoint User Group• Staff at Microsoft TechEd• Blogger since 2005

[email protected]/haarongonzaleztwitter.com/haarongonzalezfacebook.com/haarongonzalez

SharePoint it’s awesome

SharePoint Farm Deployment Implementation Roadmap

Intranet Planning

• Solution Architecture• Solution Architecture• Logical Architecture

• Site Branding• Page Layout• Site Theme

• Site Architecture• Term Store & Metadata• Content Types• Site Columns• Site Templates• Site Hierarchy

• Site Components• Web Parts• Workflows• etc

Intranet Planning

Solution Architecture

Site Branding

Information Architecture

Site Components

Solution Architecture

Solution Architecture it’s a diagram shows the different SharePoint components and artifacts that will be part of the Intranet.

Is the farm on premise or onlineAre we going to use Site Collection or Web Site approach

What overall components and artifacts we will use to build the entire Intranet portal

This diagram shows all the Intranet framework components of our Intranet

Solution Architecture Diagram for On Premise

Internet Explorer

XXXX Intranet Portal

Host Named Site Collectionhttp://xxx.yyyy.com

View

XXXXXEmployee

SharePoint 2013 On Premise

Top Level Web Site

Content Types

Site ColumnsLists /

External ListDocument Libraries

Page LayoutsPages

Content Query Web Parts & XSLT Search User Profile

Task Management

Task Management

Business Connectivity

Services

Collaboration Team Site

Teams

Manage Metadata

Projects Services

Themes

Master Pages

Site Templates

Services

http://zzzz.yyyyy.comSolutions

XXXX Term Store

Services Applications

Communication Publishing Site

Departments




Collaboration Project Site






Collaboration Search Site

Collaboration Document

Site







External Content Types

Solution Architecture or SharePoint OnlineInternet Explorer

XXXX Intranet Portal

Site Collectionhttps://xxx.yyyy.com

View

XXXXEmployee

Office 365 SharePoint Online

Services

https://zzz.yyyy.com/

XXXXTerm Store

Search User Profile

Task Management

Task Management

Business Connectivity

Services

Manage Metadata

Services Applications

/teams


Teams




Projects





/sites

Services

Collaboration Search Site

Collaboration Document

Site



Solutions





/(root)

Content Types

Site Columns

Lists Document Libraries

Page LayoutsPages

Content Query & Search Web Parts

Themes

Master Pages

Communication Portal

Departments




Content Type Hub

Site CollectionManage PathService Applications

Departments

Logical Architecture

• Represent the intranet approach that we will use to define how the hierarchy and artifacts will be structured• Is the intranet people oriented?• Is the intranet department oriented?• Is the intranet service oriented?

Communication Portal (Green)o Is a public site inside the corporate Intranet, we use

this site to allow departments and corporate share general purpose information without exposing any private or specific content. The access to those sites are read only access and only few people can create and publish pages.

Collaboration Team Site (Orange)o Is a private team site that allows team members of a

specific department or project collaborate and work together with content in a secure and private way, team members can upload content and work with collaboration tools.


People Oriented Intranet

My Teams

My Forms

My Profile

My Projects

My Metrics


Department Oriented Intranet

Department 1

Department 2

Department 3

Department 4

Department 5


Service Oriented Intranet

Departments Teams Projects Services Solution

s

Branding Solution

• People is attracted to user experience• Your company has a brand • Lets create a corporate communication and collaboration experience for our employees•Master Pages• Page Layouts

Master Page

• Repeatable content•Header with top level navigation• Footer with social links• Search box• SharePoint features and global links• Social links

Page Layout

•Main Page Layout• 3 regions of content for the main landing page•Define the layout and web part zones of the page

Page Layout

• Section Page Layout• 2 regions of content for a section or sub site main page

SharePoint Third Party Branding Solution Providers

•Don’t create the branding solution• Buy it from a third party company like• http://sharepointpackages.com • http://bindtunning.com

•Hire a UX SharePoint consulting company like• http://www.brightstarr.com/• http://www.highmonkey.com/

http://sharepointpackages.com/

http://sharepointpackages.com/

http://bindtunning.com/

http://www.brightstarr.com/

http://www.brightstarr.com/

http://www.highmonkey.com/

http://www.highmonkey.com/

Information Architecture

• An effective IA entails the deliberate organization of information in an enterprise to maximize the information’s usability and manageability.• Provide people with the right information in a simple manner•Define clear an intuitive structure• Provide consistency

The components of Site IA are:

Site MetadataSite Columns

Site Content TypesSite TemplatesSite Structure

Site Metadata

• Manage Metadata• It’s a service for storing Terms and use those

terms to Tag content• The goal is to use Terms to describe content

and provide better meaning to non relational or unstructured data like files, presentations, excel spreadsheets or word documents• We can create Terms in a hierarchy up to 7

nested levels• Companies use this to describe strategic terms or business topics that content can be related to• SharePoint offers a lot of features for Tagging

and provide some knowledge management features

Site Metadata

•Manage Metadata features• Tag button• Tag Profile Page• Tag Search Refiners•Manage Metadata Navigation and Filtering• Content Query Web Part Manage Metadata Filtering

Site Columns

• Site columns are data type definitions at site collection level, they are centrally managed and can be used to reference a data value on any a list or library in the site collection.

Site Column - Examples

Name Type Group Description

Topic Manage Metadata

Intranet Columns Column that reference the Topic Term Store

Department Choice Intranet Columns List of departments

Policy Type Choice Intranet Columns Regulatory, Internal, Miscellaneous

Procedure Type Choice Intranet Columns Operational, Instruction, Manual, Recovery

Form Type Choice Intranet Columns Request, to be determine.

Report Type Choice Intranet Columns Production, Imaging, Financial, Compliancy

Summary Text Intranet Columns General information column.

Review Date Date Intranet Columns Review date.

Publication Date Date Intranet Columns Publication date.

Site Content Types

• Content Types are data structures that represent a business entity, they group Site Columns. • Content Types represent the different types of information and content existing on a site. • Content Type is a composite of configuration settings for your content, settings like Information Management, Workflows.• Content Type support inheritance so you can re-use and extend settings

In order to provide meaning to the content stored in the Intranet we need to define a set of Content Types that make sense to your business

in order to provide a consistent approach for the type of content that the Intranet will

support today and tomorrow.

Site Content Types - ExamplesName Description

Policy A policy is a guiding principle used to set direction in an organization. It should be used as a guide to decision making under a given set of circumstances within the framework of objectives, goals and management philosophies as determined by senior management.

Procedure A procedure is a particular way of accomplishing something. It should be designed as a series of steps to be followed as a consistent and repetitive approach or cycle to accomplish an end result. Once complete, you will have a set of established methods for conducting the business of your organization, which will come in handy for training, process auditing, process improvement, or compliance initiatives.

Form An electronic document that users can enter data into and print.

Report A report is a specific form of writing that is organized around concisely identifying and examining issues, events, or findings that have happened in a physical sense, such as events that have occurred within an organization, or findings from a research investigation. Reports within PEIWC can be findings documents from analysis, white-papers and research documents, strategic plans, or data driven automated reports.

XXXX Document

Title Author Created By Created On Topic (Manage Metadata)

XXXX Policy

Title Author Created By Created On Topic (Manage Metadata) Policy Type: Choice Summary: Plain Text Review By Date: Short date Publication Date

XXXX Procedure

Title Author Created By Created On Topic (Manage Metadata) Procedure Type: Choice Summary: Plain Text Review By Date: Short date

XXXX Form

Title Author Created By Created On Topic (Manage Metadata) Form Type: Choice Summary: Plain Text

XXXX Report

Title Author Created By Created On Topic (Manage Metadata) Report Type: Choice Summary: Plain Text Publication Date

Site Content Types - Examples

Site Content Types - Examples

Site Templates

• Team Site Template offers a set of tools for allowing team members to collaborate and communicate internally. • The template create a boiler plate set of tools that we can reuse in order to promote consistency between sites and functionality

Team Site Template

Lists

Announcements

Contacts

Calendar

Content Types

Common Calendar Event

Event

Links

Issues

Libraries

Documents

Content Types

PEI Proceudre

PEI Policy

PEI Form

PEI Report

Views

By Content Type

By Author

Pictures

Discussions

Site Templates

Intranet (Home)

Teams • Team 1• Team 2• Team 3• Team 4

Departments • Department 1• Department 2• Department 3

Projects • Project Site 1• Project Site 2

Services • Search• Training• Help• Communities

Solutions • Solution 1• Solution 2• Solution 3

Site Architecture

• Site Hierarchy represents the different groups of sites that comprise the Intranet Portal.

Site Components

Site Components

•Web Parts• Try to use OOB Web Parts• Content Query Web Part for rollup data in one Site Collection • Content Search Web Part for Rollup data between Site Collections

Site Components

•Web Parts•Make sure to use Web Parts that mean something to our people

Haaron Gonzalez

•Questions!

[email protected]/haarongonzaleztwitter.com/haarongonzalezfacebook.com/haarongonzalez

SharePoint Saturday Bogotá

Sábado , Mayo 24,2014Live Online

#SPSaturdayCol

Our Sponsors:

Date post:	01-Nov-2014
Category:	Technology
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Planeación de Intranet con SharePoint

Technology