Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement PDF
Preview Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement
Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement Taking the basics to the business with no-coding solutions for SharePoint 2010 A from-the-trenches tutorial filled with hints, tips, and real world best practices for applying SharePoint 2010 to your business Michael McCabe Peter Ward professional expertise distilled P U B L I S H I N G BIRMINGHAM - MUMBAI Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement Taking the basics to the business with no-coding solutions for SharePoint 2010 Copyright © 2011 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. First published: February 2011 Production Reference: 1090211 Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK. ISBN 978-1-849680-66-0 www.packtpub.com Cover Image by Mark Holland ([email protected]) Credits Authors Editorial Team Leader Michael McCabe Vinodhan Nair Peter Ward Project Team Leader Ashwin Shetty Reviewers Robert Crane Richard Paterson Project Coordinator Joel Goveya Manish Patil Michal Pisarek Proofreader Jonathan Todd Acquisition Editor James Lumsden Graphics Geetanjali Sawant Development Editor Stephanie Moss Production Coordinator Shantanu Zagade Technical Editor Erika Fernandes Cover Work Shantanu Zagade Copy Editor Janki Mathuria Indexer Rekha Nair Foreword I have travelled the world as a SharePoint evangelist talking to all levels of End Users, and Information Workers, Site Managers, SharePoint Power Users, and Site Collection Administrators who come to me with the same question, no matter where I'm speaking, "Are there any resources for our End Users?" Getting users up to speed on the day-to-day use of SharePoint is a universal problem in all companies from the largest Enterprise, to the smallest business utilizing SharePoint. The problem has compounded since the release of SharePoint 2010 and the UI Ribbon. Talk about a tough situation. Not only do we have to get buy-in from the people moving into a new system, but End Users are pretty much on their own when it comes to using it in the context of their jobs. The book you are holding in your hands is part of the solution to that problem. When I was first sent the drafts, I thought to myself, "This is good… really good." I was drawn in by the simplicity of the language used and the concentration on real world uses for solving problems, combined with the lack of technical jargon. What kept me interested, was the authors' insistence on thinking of SharePoint as a problem solving solution, not a technological solution. The question is not just "How should I use SharePoint?", but "Why should I use SharePoint?" Describe to me why something is done as you show me how something is done, and I will understand it at a much deeper level. Dux Raymond Sy, Richard Harbridge, Sue Hanley, Andrew Woodward, and Paul Culmsee are at the forefront of a revolution in SharePoint. They are the ones who are evangelizing the message that the statement of the problem and a description of the desired outcome, without consideration of the technology, is what is essential to get through the next maturity phase in SharePoint. This book is a good starting point not only for understanding why something should be done in SharePoint 2010, but also how to do it. It's not an easy thing to do. This is information you will want within arm's reach as you continue to mature and evolve your understanding of SharePoint. I wish that every one of these chapters was an article on EndUserSharePoint.com. If you know me and my work, you'll understand that's the highest recommendation, I can give. Mark Miller Founder and Editor, EndUserSharePoint.com Chief Community Officer and SharePoint Evangelist, Global 360 Founding Member, NothingButSharePoint.com About the Authors Michael McCabe currently works for Microsoft and focuses on the SharePoint product. He has 18 years' of experience in technology and has taught the first classes of Chase employees to use personal computers. Pre-Windows technology; those were the days. He has worked on collaboration technologies for Lotus, IBM and currently is a Technology Advisor with Microsoft. He has broad experience in financial services having worked at JP Morgan, Financial Guarantee Insurance Company, and as a consultant for the State of Connecticut. Michael has worked abroad and is fluent in German. He has studied at the Universities of Bonn (Germany) and Innsbruck (Austria). He earned a Masters from Cornell University and an undergraduate degree from the University of Notre Dame. I would like to thank my husband Eric for all his support and encouragement during this project and always. Peter Ward is a Business Collaboration Manager for a New York-based Microsoft partner. In this position, Ward is responsible for the continued success of implementing Microsoft's Information Worker product suite, which includes SharePoint, InfoPath, SharePoint Designer, and Office. His experience enables him to find creative, yet pragmatic solutions to collaboration challenges in a broad cross section of industries, including consumer goods, online gambling, government, financial services, and transportation. Although originally from Britain (and proud of this), he currently lives in Long Island City, the fashionable part of Queens, and views Manhattan as a small island, 3000 miles off the coast of Europe. Other factoids about him: • Always a software guy. Not much of a gadget guy. In fact, more of a late adopter. • Teaches yoga in NYC. • Tries to cook up the perfect vegetarian dish. I would like to thank my wife Peggy for being the executive first draft editor of each chapter, and the following people who provided input, direction, and technical clarification: Paul Andrushkiw, Hannah Beren, Scot Bobo, Kathy Mathews, and Narsan Lingala. This made a tremendous difference to the format and contents of the book. I would like to thank everyone at Packt Publishing who made this book idea a reality. About the Reviewers Robert Crane has a degree in Electrical Engineering as well as a Masters of Business Administration. He is also a Small Business Specialist and Microsoft Certified SharePoint Professional. Robert has over 15 years of IT experience in a variety of fields and positions, including working on Wall St in New York. He continues his involvement with information technology as the Principal of the Computer Information Agency. Apart from resolving client technical issues, Robert continues to present at seminars locally and internationally, as well as write on a number of topics for the Computer Information Agency, including being involved in the SMBit Pro community in Sydney. He also develops and presents technology courses on a regular basis through local community colleges. Robert is committed to a process of ongoing business and technical education to continue developing the skills required to assist clients with their business challenges. He can be contacted directly via [email protected]. Richard Paterson is a co-founder and director of the international SharePoint consultancy BrightStarr. He provides technical and architectural leadership to a team of consultants, architects, and software developers. Richard has been involved in web development since its inception, and is passionate about its application in the business environment. He has worked as a developer and architect in a broad range of industries, including weapons modeling and psychometric profiling. In 2009, he was selected as one of the United Kingdom's top 30 young entrepreneurs in recognition of the rapid growth of BrightStarr. Richard has an honors degree in Physics and is a Microsoft Accredited Software Developer. Outside of work, Richard is a committed family man and an enthusiastic runner and cyclist. Manish Patil is a graduate in Electronics Engineering and has been working as a software professional in the IT industry since the last five years. He serves various business verticals with several brands of IT industry through his technical expertise on Microsoft Technologies ranging from SharePoint, MS.NET, SQL Server to Office Development, along with some exposure to Siebel On Demand. While working, if you don't find him doing coding then he will be seated on a team member's machine or else doing paperwork. In his free time, he blogs, plays with his niece, or else thinks about something unusual. Also, a few times he has provided coaching to aspiring freshers and college students. I would like to give my sincere thanks to Joel and Ashwin for their sound coordination, Stephanie for her direct/indirect guidance, and Dhwani for introducing me to Packt Publishing and giving me an opportunity. Also, I would like to thank my parents and friends for not caring about my absence at social events and providing much-needed support. And special thanks to my wife for keeping cool. Michal Pisarek is a SharePoint specialist who assists clients in defining, planning, and executing projects for maximum business value and end user engagement. He brings a unique blend of technical acumen and business skills to help clients through the murky waters of SharePoint. A Microsoft Certified Trainer and Microsoft Virtual Technical Specialist, Michal holds several SharePoint certifications in addition to sharing his thoughts on his blog: SharePoint Analyst HQ. He was recently an organizer of the prestigious SharePoint Saturday event in Vancouver and is an active member of the Vancouver SharePoint Users Group. Michal's other interests include cooking (he used to be a chef) and travelling, and he is highly addicted to CrossFit. I wish to thank my employer Habanero Consulting Group and my amazing partner Robyn for giving me the opportunity to review this book instead of working.
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