SharePoint Saturday Gulf
Saturday, April 12th ,2014
Live Online
#SPSGulf
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
haarongonzalez@mvps.org
youtube.com/haarongonzalez
twitter.com/haarongonzalez
facebook.com/haarongonzalez
SharePoint it’s awesome
SharePoint Farm Deployment Implementation Roadmap
• WITH GREAT
POWER THERE
MUST ALSO
COME--GREAT
RESPONSIBILITY! Stan Lee
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
Solution
Architecture
Site
Components
Intranet
Planning
Information
Architecture
Site Branding
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 online
 Are 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
XXXXX
Employee
View
SharePoint 2013
On Premise
Host Named Site Collection
http://xxx.yyyy.com
Services
Top Level
Web Site
Teams
Projects
Services
Solutions
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Search Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Document
Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Team Site
Collaboration
Team Site
http://zzzz.
yyyyy.com
XXXX Term Store
Master Pages
Pages
Page Layouts
Services Applications
Content Query
Web Parts & XSLT
Content
Types
Collaboration
Team Site
Lists /
External List
External
Content Types
Document
Libraries
Themes
Collaboration
Project Site
Collaboration
Team Site
Collaboration
Team Site
Search
User Profile
Task
Management
Task
Management
Business
Connectivity
Services
Manage
Metadata
Site Columns
Departments
Site
Templates
Communication
Publishing Site
Communication
Publishing Site
Communication
Publishing Site
Solution Architecture or SharePoint Online
Site Collection
Manage Path
Service Applications
Internet Explorer
XXXX Intranet Portal
XXXX
Employee
View
Office 365
SharePoint Online
Site Collection
https://xxx.yyyy.com
Services
/(root)
/teams
/sites
https://zzz.yyyy.com/
Master Pages
Departments
Pages
Content Query &
Search Web Parts
Page Layouts
Content
Types
Communication
Portal
Communication
Portal
Communication
Portal
Lists
Themes
Document
Libraries
Communication
Portal
Services
Solutions
Teams
Projects
Collaboration
Search Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Document
Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
XXXX
Term Store
Content Type Hub
Services Applications
Search
User Profile
Task
Management
Task
Management
Business
Connectivity
Services
Manage
Metadata
Site Columns
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?
Departments
• 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.
Logical Architecture
People Oriented Intranet
My
Teams
My
Forms
My
Profile
My
Projects
My
Metrics
Logical Architecture
Department Oriented Intranet
Department
1
Department
2
Department
3
Department
4
Department
5
Logical Architecture
Service Oriented Intranet
Departments
Teams
Projects
Services
Solutions
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/
Information Architecture
The components of Site IA are:
• 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
Site Metadata
Site Columns
Site Content Types
Site Templates
Site 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
In order to provide meaning to the content
content, settings like Information stored in the Intranet we need to define a set of
Management, Workflows.
Content Types that make sense to your business
• Content Type support
in order to provide a consistent approach for
inheritance so you can re-use
the type of content that the Intranet will
and extend settings
support today and tomorrow.
Site Content Types - Examples
Name
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.
An electronic document that users can enter data into and print.
Form
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, whitepapers and research documents, strategic plans, or data driven automated reports.
Site Content Types - Examples
XXXX Document





XXXX Policy









Title
Author
Created By
Created On
Topic (Manage Metadata)
Policy Type: Choice
Summary: Plain Text
Review By Date: Short date
Publication Date
Title
Author
Created By
Created On
Topic (Manage Metadata)
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 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
Announcements
Contacts
Common
Calendar Event
Lists
Calendar
Content Types
Event
Links
PEI Proceudre
Issues
PEI Policy
Team Site
Template
Content Types
PEI Form
Libraries
Documents
PEI Report
Pictures
By Content Type
Views
Discussions
By Author
Site Templates
Site Architecture
• Site Hierarchy represents the different groups of sites that
comprise the Intranet Portal.
Intranet (Home)
Teams
Departments
Projects
Services
Solutions
• Team 1
• Team 2
• Team 3
• Team 4
• Department 1
• Department 2
• Department 3
• Project Site 1
• Project Site 2
• Search
• Training
• Help
• Communities
• Solution 1
• Solution 2
• Solution 3
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!
haarongonzalez@mvps.org
youtube.com/haarongonzalez
twitter.com/haarongonzalez
facebook.com/haarongonzalez
SharePoint Saturday Gulf
#SPSGulf
Thank You!
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