SharePoint Online Fabrikam v2 DEMO script - Microsoft

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26 Οκτ 2013 (πριν από 3 χρόνια και 10 μήνες)

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1



SharePoint Online
Overview

Demo

Summary of Demo

This demo
shows the all
-
up capabilities of SharePoint Online, across all value pillars and workloads
.

It is
designed
to be the core overview demo
for SharePoint Online for enterprises.

Scenario

Fabrikam Furnishings uses a SharePoint Online solution to help its employees to share documents and information, simplify rou
tine business
processes and access critical business
information when and where they need it.

Required
Environment

You must have access to a SharePoint Online site collection configured with the demo content. You can create your own
Fabrikam environment
under your own
SharePoint Online Administration Center

following the steps in the
companion
setup guide

(“
SharePointOnline_Fabrikam
-
Demo_Setup
-
Guide_v
2
-
FINAL.docx
”)
, or have a site collection created for y
ou by your
SharePoint Online A
dministrator; they would then need to
run through the setup guide on your b
ehalf.

Note: Target resolution is 1280x1024. If the browser size is reduced the right hand “Spotlight” section will disappear.

Key

Messages to Deliver

Throughout the demo I’m going to show you how SharePoint Online can help:

1.

Teams work more effectively tog
ether

2.

Individuals share and access documents from virtually anywhere

3.

Companies provide all their employees with a central place to stay up to date on company information and news and share ideas

2


Everything I’m going to show you features and capabilities th
at are available out
-
of
-
the
-
box using SharePoint Online and SharePoint

Designer.

Demo Preset Steps

1.

Using credentials provided by your
global

administrator

(this may be you)
, log in to
your

SharePoint Online
Fabrikam
DEMO home
page

(example
URL
if you
followed the setup guide

exactly
):

https://<yourTenant>.sharepoint.com/sites/fabrikam/Pages/default.aspx



2.

Navigate to
Team Sites

>
Design
.

3.

In the left hand navigation click
Shared Documents
.

4.

Select

the
DesignServicesTermSet

file

to bring up

the Ribbon
.

5.

In the Ribbon, click
Download a copy

(download to your local hard drive).

3




You will upload this file as one of the steps within the demo script below.

o

Note: These terms are added at the Tenant level, therefore if you have run this demo previous
ly you will need to navigate to the
Term Store and remove the Design Services Term Set.

Section 1:

Connect
with News,
Information
, and People



In this section, you will
demonstrate

the following features and capabilities:



Sites


with the customized
master page
, layout, and web parts, Fabrikam employees can
stay up to date on company news and
information



Web Content Management


with check out, publishing approval processes, and web part
s
, managing content in SharePoint is easy

This section has the fo
llowing subsections:



1.1


introduce the home page and point out the use of a custom master page, web parts, and JavaScript alerts.



1.2


show basic content management capabilities of SharePoint Online.



1.3


additional out
-
of
-
the
-
box building blocks inclu
ding tag cloud, integration with Microsoft Lync,
RSS,
and integration with Office
Online.

Talk Track

Clicks

4


Intro

Simply put, SharePoint Online is SharePoint 2010,
delivered online. SharePoint Online brings together
the familiar SharePoint collaboration platform now
delivered as an online service making the power of the
cloud work for your business. SharePoint Online
provides a single, integrated location where
employees can efficiently collaborate with team
members, share knowledge and find organizational
resources and information.

Microsoft manages the hosting, and you get to create
great collaboration solutions usi
ng all the site
templates you’d expect in SharePoint, all the web
par瑳H anT even Vo浥 aTvanceT en瑥rpriVe fea瑵reV
like Nxcel ServiceV anT InfoPa瑨 for浳 ServiceVH anT
浯re.

In this demo, I’m going to show you an enterprise
in瑲ane琠
Vi瑥

Volu瑩on for 瑨e
Fabrika洠䍯浰any.


iV
every瑨ing y
ou’d expect, and it’s running on

SUarePoin琠Online.




1.1 Portal Home (custom
master page
, web parts)

Here is the
I
ntranet portal for Fabrikam
.

As you can see, the s
ite looks great.
With SharePoint
Online, you can use the great out
-
of
-
the
-
box templates
or go in a completely different direction


it’s up to
you. HereH we are giving 瑨e In瑲ane琠a unique
Fabrika洠look anT feel uVing
浡V瑥r pageV

caVcaTing
V瑹le VUee瑳 (䍓S)

anT a瑴rac
瑩ve
web parts…all
wiWU
no
coTeH
juV琠
V瑡nTarT

Ve瑴ingV uVing
SUarePoin琠MeVigne
r.




You should be logged in to the page already, per the demo preset
instructions

2.

Point out
customized
look and feel

of the home page
.

3.

Point out

the rolling

A
lerts

at top of the page
.

4.

Point out
Spotlight

fly out

to the right of the Popular Links zone
.

5.

Point out
Featured Stories
web part

and slide through it

using the arrow
controls

or small circles in the upper
-
right
.

6.

Optionally refresh
your browser

and note that the
Spotlight

content changes
upon refresh

by design.

5


There is
a small amount of

java scri
pt, for example in
the continuously updating
Alerts

at the top of the
page
; but it is
all easy to
set up.

You can add images

for
exampleH

瑨e
chair

at the
lower left

anT
you can
Tefy 瑨e uVual
griT

barrierV for
Vo浥 aTTi瑩onal flair


aV wi瑨 瑨e

Spotlight

and the
overlapping zones

there
.

The
Featured Stories

web part in the center of the
page
provides a great user experience for vi
ewing
SharePoint
Online
content that is managed in a
standard SharePoint

Online

list
.

The
Brush with Talent

web part highlights specific
employees in the company who have made notable
contributions to the business. Links inside the web part
point to their My

Site pages (which contain rich
content in their own right), or to archives and
discussion pages relevant

to that person’s role.

[
Note to presenter
: there i s a known i ssue wi th the
Fabri kam v2 home templ ate that di sabl es Lync presence. It
wi l l work fi ne on a
sub si te

that does not use the same
templ ate for when you want to demo presence/IM].

The
Announcements



Events


Links

web part shows
tabs that enable navigation through a lot of content
using minimal space in the home page.

7.

Point out
B
rush with
T
alent

web part
and
show

links, etc.


8.

Point out

the
Announcements


Events


Links

web part

(bottom of page).







1.2 Core SharePoint
Online



content management

T
his isn’t

juV琠a web page. TUiV iV real SUarePoinW
. FirV琬
浡naging 瑨iV con瑥n琠anT 瑨eVe web par瑳 iV really
eaVy becauVe all iV liV琠Triven.

TUe alerW
V
H Spo瑬igU琠anT

BruVU wi瑨 Talen琠are
all
baVeT on
SUarePoinW

Online
liV琠Ta瑡
TiVplayeT

in a


In the upper
left of the page
, click
Site Actions >
View
A
ll
S
ite
C
ontent
.

2.

In the Lists section, click on

the
FeaturedStories
list name
.

3.

Click
Add new item
.

6


different view
. Let’s make a quick change to the
Fea瑵reT S瑯WieV

Vec瑩on
.


No瑩ce
I didn’t have to edit the actual page
.

SUarePoinW

Vepara瑥
V

瑨e layou琠fro洠瑨e con瑥nW
.

In 瑨iV caVeH I
juV琠crea瑥 a liV琠i瑥洬 wi瑨 a 瑩瑬eH 瑨e excerp琬 W
Ue link
瑯W瑨e i浡geH anT Vo onH anT 瑨e Uo浥 page now
VUowV 瑨e new con瑥n琮

NTi瑩ng 瑨e page iV alVo qui瑥 eaVy


we can
uVe 瑨e
ribbon everywUere
.

TUiV iV a publiVUing Vi瑥H Vo we Uave publiVUingH
workflowVH e瑣.

AgainH
瑨eVe are

all SUarePoin琠capabili
瑩eVH bu琠
TelivereT in 瑨e clouT.




4.

In the
Title

field, type

Orion Preview
!




In the
ArticleText

field, type

Our new Orion line preview will be on display
in the Design Center next week!



6.

In the
Image
field, type
https://
<YourTenant>
.sharepoint.com/sites/
fabrikam
/SiteCollectionImage
s/Kitchen_002.jpg


7.

Click
Save
.

8.

In the
top nav
, click
Home
.

9.

Point out
the new
featured story
you just added
, the furthest right circle
.

10.

If the ribbon is not visible, click
Site Actions > Show Ribbon
.

11.

Show nav

options that appear:

o

Edit

icon

o

Browse

tab

o

Page

tab

o

Publish

tab

12.

Click the
Page

tab
.

13.

Point out
Edit
,
Check Ou
t
, and other features in the ribbon.

14.

Click the
Publish

tab.

15.

Point out
Start a Workflow
.

16.

In the upper nav, click
Home
.

17.

Click
Site Actions > Hide Ribbon
.


1.
3

More c
ore SharePoint
features

1.

Point out top nav and left nav

7


Here are s
ome more examples of
what

SharePoint
Online gives you s
o you can rapidly build
solutions

and
address business needs.

First, the top nav and left nav are all dynamic and can
be configured centrally. These links and drop downs
are automatically pulling from the site structure.

SharePoint search is very powerful, and
is core to

the
overall
experience. We’ll see this in a few minutes.



Point out
Search

button


Section 2:
Manage Your Business


In this section, you will show the following features
and capabilities:



Composites


InfoPath forms, workflows, Visio visualization



Insights


Dashboard with Excel Services, chart web parts, KPIs

This section has the following subsections:



2
.1


Showing key enterprise capabilities built into SharePoint.



2.2


Visio integration



2.3


A

business dashboard

Talk Track

Clicks

2.1 Enterprise capabilities


You’ve seen the core capabilities of SharePoint in
SUarePoin琠Online


liV瑳H librarieVH con瑥n琠
浡nage浥n琬 lo瑳 of web par瑳H 瑨e ribbonH anT
浯re.

Now let’s look at some of the advanced enterprise
capabili瑩eV 瑨a琠really Ve琠SUarePoin琠Online apar琮
TUingV like Nxcel ServiceVH InfoPa瑨 ServiceVH AcceVV


In the
main Home page top

nav, click

Employee

> ITWeb
.

2.

Click

the

Start a hardware request

link under “Key Tasks
.


8


Services, Visio Services, Workflow,
and managed
metadata.

We’ll
firV琠
crea瑥 a UarTware requeV琠W
Ua琠
leverageV

InfoPa瑨
for浳

anT au瑯浡瑩cally V瑡r瑳 a workflow
瑨a琠can be viVualiYeT in 瑨e browVer uVing ViVio
ServiceV.

TUe for洠waV TeVigneT in InfoPa瑨 anT publiVUeT wi瑨
InfoPa瑨 For浳 ServiceVH Vo I can fill i琠ou琠in 瑨e
browVer. No瑥 瑨e nice p
ic瑵re con瑲olVH anT 瑨e
conTi瑩onal logic cUangeV 瑨e o瑨er fielTV baVeT on
wUa琠I cUooVe. PUen I cUooVe Lap瑯WH I Vee 瑨e
浡nageT
lap瑯W
cUoiceV appear

Uere. AnT 瑨iV iV of
courVe liV琠Triven aV wellH Vo if I wan琠瑯WupTa瑥 瑨e liV琬
瑨a琠will be reflecW
eT Uere.

No瑩ce 瑨a琠aV I cUooVe
瑨e 䍏C1238 lap瑯WH

i琠iV over
$500H Vo I ge琠
a

no瑩fica瑩on 瑨a琠
瑨iV requireV execuWive
approval
.

Here iV 瑨e library wi瑨 all of 瑨e UarTware requeV瑳.




In the form, fill in the
Requester

field
-

e
nter a valid name from within your
own
tenant
, and click the check name button

to resolve the name.

4.

Fill in the
Approver

field
-

enter a valid name from within

your tenant
, and
click the check name button

to resolve the name. It is OK to put the same
name as requestor if you have only one user in your tenancy.

5.

In the
Hardware
Information

section,

hover over the pictures to see the
picture controls, then click
the
keyboard

icon

6.

C
lick the
Model

drop down to see the
options
to show the filtered list of just
approved keyboards

7.

Now click on another icon, the

laptop

icon


8.

C
lick the
Model

drop down
again
to see the
options have updated

now only
with approved laptops
, and select
CO 1238

9.

Point out
additional prepopulated information and
the
yellow
color
-
coded
workflow
alert that gets triggered

because the item is more than
$500

10.

Enter a request reason and c
lick
Submit
.

11.

Optionally, to show that the form is list
-
driven as

well, click
Hardware Items
in the left nav, click
Add new item
, and add an item that has
Laptop

as the
9


Hardware Type
, save it,
and then

open a new form, select Laptop, and click
the
Model
drop down. Cancel.

12.

Point out the workflow

in the
library

(refresh page if necessary)
.

2.
2

Visio Visualization

Here we can see the workflow progress in a Visio
visualization
.


This was designed by a business person in Visio,
and
then

handed off to the technical person who knows
how to actually hook up those diagrams to logic using
SharePoint Designer, and this all renders now
dynamically in the browser based on the state of the
workflow.

1.

Click
In Progress

for the request you just subm
itted
. Note you may need to
refresh the page if the
HW Request WF

column

on the far right

is blank
.

2.

View the

Visio
workflow
diagram

and note the
check marks
indicating where
you are in the currently running workflow.


2.3 Dashboard (Excel Services, chart
web parts, KPIs)

Here is an example of a divisional dashboard that uses
Excel Services

and

business scorecards with KPIs, to
visualize key business data. In this case, we have a
dashboard for Fabrikam’s IT organization.

In 瑨e
Key Performance Indicators

we
b part, we can
see the status of important business metrics at a
glance. This scorecard shows current vs. goal values as
well as visual status indicators to quickly give us a
picture of the IT department’s performance.

Pe can Vee Veveral 瑹peV of Nxcel cUa
r瑳 Uere. SlicerV
aVVocia瑥T wi瑨 瑨e
IT FY2010 Costs

chart enable us to
filter the data easily with just a few clicks.

In the
Hardware Purchases

chart, notice the use of
conditional formatting, data bars, and Sparklines
(trend indicators within a single E
xcel cell).

We can open any of the charts in Excel client as well.

1.

In the left nav

Quick Links
of the ITWeb site
, c
lick
Dashboard
.


2.

Point out the main features:
Excel
web parts, KPIs.

3.

Use slicers

to interact with data in the
IT FY2010 Costs

Excel chart web part.

4.

Clear the slicers by clicking on the
Remove Filter

icons.

5.

Click

the

Service Requests

link

at the lower right.

6.

Point out

Open in Excel
.


10



So there’s a great
H flexible

example of SUarePoin琠
Online enabling a
V瑡nTarT
浡nageT buVineVV proceVV
uVing
a co浢ina瑩on of
InfoPa瑨 For浳 ServiceVH Nxcel
ServiceV anT Porkflow.


Section 3:
Collaborate

and Communities

In this section, you will show the following features and capabilities:



Team Sites
-

Keep teams in sync and mana
ge important projects



Enterprise Content Management



Search



Composites


Access Services solution
for an idea collection scenario


This section has the following subsections:



3.1


Shows key features of a team site.



3.2


Ba
sic content management features
, including integration with managed metadata, integration with Office programs, and
workflow



3.3


Taking SharePoint Online content offline with SharePoint Workspace 2010



3.
4



Composite solutions with Access Services and sandboxed solutions



3.
5



Search
capabilities.



3.
6



Blogs



3.
7



MySite personal pages for Fabrikam employees.

Talk Track

Clicks

3.1 Team Site

A
key differentiator for
SharePoint
is its
1.

In the top nav, c
lick
Team Sites

> Marketing
.

11


powerful collaboration environment. Here,
we combine
core
SharePoint features with

enterprise
content

management
to
provide easy to use collaboration tools for
the enterprise.

Collaboration is usually carried out in the
context of a team site.

Here

is a team site
for the marketing team.

The Marketing team keeps all their key
documents here, as

well as o
ther
important team information including:



KPIs as part of their everyday
experience



Lists

and libraries of course



Social capabilities like this
noteboard



Visio services here renderi
ng their
product release plan



Key links for the team



2.

Show
the various helpful
web parts
:

o

Marketing Initiatives scorecard

with KPIs

o

Links

o

Team Discussion
items

o

Product Marketing Documents library

o

Noteboard

o

Visio Web Access (need to scroll down)

3.

Post a note on the noteboard

by typing in the large rectangular text box and click
Post
.

3.2
Documents

SharePoint Online has tremendous
document
collab
oration
capabilities.

We can see the familiar c
heck in/out,
versions, workflows, publishing, gr
anular
permissions, coauthoring, and compliance
1.

Click
Product Marketing Documents
.

2.

Click the
Documents

tab (under Librar
y Tools) in the top nav to expose the ribbon.

3.

Point out document icons, and click the
Web App
drop down
of

the Word icon to point
out the templates,
and then

click
Datasheet
.

o

Note: this particular Office Document ribbon
are

is a custom Sandboxed Solution
that enables you to showcase what a Kiosk Worker 2 (K2) end user’s experience
woulT be like 瑯Wcrea瑥 a new Tocu浥n琠Volely wi瑨in 瑨e Office Peb AppV in 瑨e
12


options.

We can open the document in the browser
or in the Office client.

SharePoint is fully
integrated with
the
Office
suite
, so that,
for example, it is easy to edit in Word and
save the document back to t
he SharePoint

Online

library.

In the backstage, you can see the rich
integration


you can Vee 瑨e policyH 瑨e
SUarePoin琠
Online
proper瑩eVH verVionVH
e瑣.


For exa浰leH I can even work wi瑨
aTvanceT proper瑩eV like 浡nageT
浥瑡Ta瑡


I can uVe 瑨e picker
con瑲ol 瑯W
Vpecify 瑨e 瑥r洠Uere.

Back in 瑨e
library. TUiV

library UaV lo瑳 of
Tifferen琠kinTV of Tocu浥n瑳. A琠FabrikamH
we uVe SUarePoinW

Online
’s great
ex瑥nVibiliWy 瑯W浡ke iV really eaVy for our
people 瑯Wwork wi瑨 all 瑨e Tifferen琠
瑥浰la瑥V 瑨ey ne
eT 瑯WuVe. I
n

瑨e ribbon
UereH I can click on 瑨e PorT icon anT
cUooVe fro洠瑨e Tifferen琠瑥浰la瑥V
Fabrika洠configureT Uere


瑨iV iV a grea琠
exa浰le of a
cuV瑯洠
VanTboxeT Volu瑩on
瑨a琠
waV

Tevelop


anT Teploy





SUarePoin琠Online Vi瑥.


AnT laV瑬yH
SUarePoinW Online Vuppor瑳 瑨e
abili瑹 for Fabrika洠瑯Wge琠crown
-
Vourcing
V瑹le feeTback wi瑨 瑨e abili瑹 for enT
uVerV 瑯WproviTe ra瑩ngV per eacU
browVer㬠even if you Uave Office inV瑡lleT on your 浡cUine.



Name t
he document and click

Save
.

5.

Fill in a few of the table row items,

and click
File >

Save
.

6.

Now c
lick
File
,
Open in Word
, to open the document in the rich client.

7.

You may need to c
lick the
Enable Content

button on the yellow alert bar

8.

Click
File

to go to the
backstage. Note the
Versions and Check Out

information.

9.

On the right hand side, click
Show All Properties
.

10.

Next to Product Category, click the browse button

and show the managed metadata
picker.

11.

Click thru the hierarchy of terms and select
Beds > Full >
Extended
.

o

Additionally

you can
show the
source term store management page by

switch
ing

to
the main Fabrikam home page
and click
ing

Site Actions
,
Site Settings
, then
Term store management
. Then, under
Taxonomy > Fabrikam
, expand the site
collection node and show the
Fabrikam Furniture

term set

12.

Still in Back Stage o
n the right hand side, click the
Properties

drop down and click
Show
Document Panel

(this will return you to the document).


13.

Type in a p
roduct name

in the
Prod
uct: field



something like “Flan
n
el Bedding” and tab
ou琠of 瑨e fielT
.

No瑥 瑨e au瑯浡瑩c upTa瑥 in 瑨e Tocu浥n琠below.

ㄴ1

Click the browse button next to the Product Category text box, select a term
; if you had
not in the step above
. Click
OK
.

Again, note t
he automatic change in the document
below.

15.

Close the document.

16.

Now let’s go back to the
Product Marketing
Documents
library
.

17.

Click on the
Library

tab under “Library Tools” at the top of the page.

ㄸ1

Click
Library Settings

within the “Settings” section of the ribbon.

ㄹ1

Under “General Settings” click
Ratings Settings

20.

Select
Yes

to Allow items in this list to be rated, and click
OK
.

13


document or list item. Once turned on at
the document library level, this new
feature encourages feedback th
at
improves both search relevance from a
social aspect and it gives content owners
and content managers direct feedback on
the effectiveness of content and can then
take action on it.

21.

Once Processing… is through, navigate back to the
Product Marketing
Documents
library
; you can g
et there by using the left
-
hand nav under “Libraries.”

㈲2

You will now see a new column title Rating (0
-
5), and when you hover over one row
item’s rating stars, you will see them light up gold … click one of the five stars to rate it.

3.3 Taking SharePoint
Online content
offline

Microsoft SharePoint Workspace now
enables people to work with a SharePoint
Online site on their desktop while
connected to or disconnected from your
corporate network. Fabrikam end users
can quickly view, add, edit and delete
ShareP
oint Online library documents or list
items while they are
offline. Two
-
way
synchronization between a users’
co浰u瑥r anT 瑨e ne瑷ork

瑨a琠iVH
upTa瑥V 瑯WTa瑡 on 瑨e co浰u瑥r or on 瑨e
ne瑷ork

are au瑯浡瑩c wUile 瑨ey are
connec瑥T 瑯W瑨e ne瑷ork. AnT 瑨e
beV琠
瑨ing iV 瑨a琠only 瑨e cUangeV 浡Te wUile
offline are VynceT wUen people co浥 back
online.

1.

Now let’s

n
aviga瑥
瑯W瑨e
Shared Documents

library

within the Marketing site
.

o

Note: this section requires SharePoint Workspace 2010
and PowerPoint 2010
are

on y
our machine.

2.

At the top left of the page, click
the
Library

tab under “Library Tools” at the top of the
page.



Click the Sync to SharePoint WorkSpace to begin offline sync of this whole document
library.


4.

Click the
Allow

button if prompted by your browser security

5.

This will launch SharePoint Workspace 2010, and begin syncing the
library content
.

6.

Once synced, find

the “
SPMev䍯nn
-
SF_Oeyno瑥_SP
-
NverywUere_浫aVU浡n_051011
.pptx”
file
;

Touble
-
click iW

fro洠wi瑨in SUarePoin琠
PorkVpace
. You may need to select “Save and edit a copy of this file” and click
OK
.

o

And if you’re brave, turn off your wireless, or unplug the Ethernet cable to the
computer. You’re truly offline now.



The PowerPoint presentation wil
l launch. You can do any number of edits from as simple
as adjusting text, to applying a new design template, or adding a new slide; mainly want
to make a change and then click the
Save

button at the top left of PowerPoint.

o

Note,

the only information that
will be synced back to SharePoint Online are the
delta changes. This drastically minimized the upload and download times when
syncing content between SharePoint Online and SharePoint Workspace 2010.

8.

Plug back in and/or turn on wireless


if you TareT!

14


9.

If y
ou did not dare turn off wireless/unplug LAN, the sync happens automatically so it
good to click Save and then go immediately back to SharePoint Workspace where you’ll
Vee 瑨e VyncUroniYing ac瑩vi瑹 occurring in 瑨e bo瑴o洠rigU琮

o

If this does not happen au
tomatically,
Click
Sync

within SharePoint Workspace
interface,
and again
note progress on the bottom
-
right

10.

Navigate back to
Shared Documents

library
, and
point out the new Modified date/time
that just happened
.

11.

Lastly, open the same “
SPMev䍯nn
-
SF_Oeyno瑥_SP
-
NverywUere_浫aVU浡n_051011
.pptx” by selecting View in Browser to launch the file
wi瑨in 瑨e PowerPoin琠Peb App.

3.
4

Composite Solutions

Another great example of how SharePoint
Online lets you build solutions is the deep
integration

with Access.

In this example, we have built an idea
management tool using Access

2010

and
published the whole solution to
SharePoint Online.

With Access Services, the input form, all
the list information, the rating up and
down, etc.


iV all 瑲anVfor浥T

in瑯Wa 瑲ue
SUarePoin琠applica瑩on.

SoH if I look beUinT
瑨e VceneVH 瑨e ITeaV liV琠iV juV琠a
SUarePoin琠liV琮

1.

Click
Marketing Campaign
Contest

in the left nav


2.

Describe that all the application user interface was designed as forms in Access

3.

Type
in
an idea and click
Submit

4.

Vote another idea up


5.

In your browser
address box, delete
everything from/including
“default.aspx …”
all 瑨e
way
瑯W瑨e enT of 瑨e URL.
anT 瑹pe

_layouts/viewlsts.aspx

after the

Marke瑩ng%20䍡浰aign%20䍯n瑥V琯
” and press ENTER



Cl
ick
Ideas

under
Lists

7.

Scroll
the Access table
to the bottom to see the idea you just submitted

3.
5

Search

1.

Navigate back to the

main Fabrikam intrane
t

Home

page.

15


SharePoint provides powerful search
capability
from anywhere within the site

and across all site collections
. Search
results can be refined by content type,
author, modified date, or other filters.
You
can view Office documents in the browser
directly from a search results page
leveraging the integrated Office Web
Apps.

2.

In the search box
,

type
Apollo

and press Enter

(if you click the icon, you’ll go to search
cen瑥r Tirec瑬y)
.



Switch the “This Site: Home” drop
-
Town cUoice 瑯W
All Sites
.

Click to the right of the word
“Apollo” and hit return again.




Show the r
efiners

in the left
-
hand nav
.

5.

Click the
FabPedia

link in the search results.

6.

View the Wiki.


3.
6

Blogs

As we’re talking about collaboration and
community capabilities, let’s take a quick
look a琠a blog Vi瑥.

It has what you’d expect. And because it’s
SUarePoinW

baVeT
, it’s
Triven by Vi浰leH
powerful liV瑳. In 瑥r浳 of

浡naging 瑨iV

瑹pe of

con瑥n琬 I can even Teclare a
blog
poVW

a recorT anT lock


Town.

1.

Hover over

the

Resources

drop
-
down
in the top nav and click
Executive Blog

2.

Click
Manage Posts

un
der the

Blog Tools
at the right

3.

Check the top item and click
Declare Record

in the ribbon


4.

Check the item again and point out that it is not deletable or editable

when you try
clicking delete. A pop
-
up box will show telling you why you cannot delete it.

3.
7

My Site

SharePoint
Online also
provides My

Sites,
personal
sites

for employees
to manage
their own content, advertise things about
themselves, and connect with other
people

-

socially
.

The My Profile page is a central location
1.

Navigate back to the Home
page, click the down arrow next to “
Your Na浥

(or
wUa瑥ver perVona you are uVing in your Te浯)
anT V
elec琠
My Site

to open
your

MySite.
By default, the page opens to My Newsfeed.

2.

In the upper nav, click
My Profile
.

16


from which Karen (and ot
hers who have
appropriate permissions) can access
calendars, organization charts, colleagues,
a noteboard, and more.

Karen

can edit her profile


aTT Marke瑩ng
aV Vo浥瑨ing VUe wan瑳 folkV 瑯Wknow VUe
UaV exper瑩Ve in.

PUen anyone VearcUeV for Marke瑩ngH
they’ll see Karen in the results. At the My
Si瑥H I can click on 瑨e 瑥rm

link

anT poV琠a
no瑥 rela瑥T 瑯Wi琠瑯W瑨e No瑥 BoarT.




In the
Overview

tab, notice the Recent Activities, Ask Me About, My Calendar, and My
Organization web parts.

4.

Click the
Organization

tab. An interactive view of
your

organization opens in Silverlight.

5.

Click on
Chris Barry
. A view of
his

place in the organization as well as
his
peers and
manager
appears.

6.

Click the
Tags and Notes

tab. A list of recent tags appears. Notice the tag cloud a
t left.

7.

Click
Edit
My
Profile

(just below
your

photo at upper left). Notice the rich customization
you

can make to
your

profile and to
your

preferences for sharing information.

Add
“Marketing” to the
Ask Me About

section.

8.

Click the
Save

link near the top of the page.

9.

At the home of
your

My Site, click the new
Ask Me About

term, and post a note.

This
concludes

the end
-
user portion of the demo. We will now move on to showcase some of the main administration capabilities of SharePoint
Online.

Section
4
:
Enterprise Content Management

In this section, you will show the following
features and capabilities
:



4
.1


Man
ually add terms to a Term Set



4
.2


Import a Term Set



4
.3


Create a Site Column

bound to a Term Set



4
.4


Create a Content Type that uses the Site Column

17




4
.5


Create a Document Set


show workflows, shared columns, managed metadata, check in/out,
and ver
sioning
.



4
.
6



Document Center


show metadata navigation, Document Id search, Information Management Policies



4
.
7



Rich Web Management


show updating web pages, rich media capabilities, metadata navigation, web parts.



4
.
8



Excel
C
hart
I
ntegration


show updating Excel workbook to drive chart in web page



4
.
9



Extensibility

(Silverlight)



show Silverlight Web Part



4
.1
0



Optional: Mobile

View



show select pages in Windows Phone 7.



4
.11


Optional: Video Library


Show the video library (podcasting).

Talk Track

Clicks

4
.1
Manually enter Terms

Enter a new set of terms into an existing Term Set.



1.

Navigate to the demo home page.

2.

Click
Site Actions >
Site Settings.

3.

Under the heading
Site Administration
, click
Term store management
.

4.

Click the arrow to
the left of

Fabrikam
to expand the Taxonomy Term Store
navigation tree
.

5.

Expand the tree further by clicking on the
arrow to the left of
Fabrikam
Furniture

Term Set.

6.

Select the
Fabrikam
Furniture

term set and when you hover over it you will
see a small arro
w to the right. Click the arrow and then click
Create Term
.

7.

Type the word
Accessories

in the space provided then press the tab key.

8.

Click the small arrow to the right of the word
Accessories

and click
Create
Term
.

9.

Type the word
Pillows

in the space provid
ed then press the tab key.

10.

Click the small arrow to the right of the word
Accessories

and click
Create
Term
.

11.

Type the words
Lamps

in the space provided then press the tab key.

4
.2

Import a Term Set

Import a Term Set from a csv file.

1.

Click the arrow to the

left of

Fabrikam
to expand the Taxonomy Term Store
navigation tree
, if necessary
.

2.

Click on the
Fabrikam

branch in the Taxonomy Term Store navigation tree.

3.

Click the small arrow on the right and then click
Import Term Set
.

4.

Click the
Browse

button.

5.

Browse t
o the
DesignServicesTermSet.csv

file that was downloaded in the
18


demo setup steps (above).

6.

Click
Open
, and then click
OK
.

7.

Expand the
Fabrikam Design Services

term set to see the available terms.

o

This may put a duplicate set of terms so note numerical count
appended to term set name.

4
.3 Create Site Column

Create

a new managed metadata site column to be
included in a new site content type.

1.

Click
Site Actions >
Site Settings.

2.

Click
Site Columns

under Galleries.

3.

Click
Create
.

4.

In the
Column Name

text box, Type
Design Service Category
.

5.

For the Type, select the
Managed Metadata

radio button.

6.

In the Group section select
Fabrikam Columns

from the drop down.

7.

In the Description text box, Type
Design Service Category
.

8.

Scroll down and find
Term Set Settings
.

9.

Expand th
e tree by clicking the arrow to the left of
Taxonomy
.

10.

Expand the tree by clicking the arrow to the left of
Fabrikam
.

11.

Click on

original

Fabrikam Design Services
.

12.

Click the
OK

button at the bottom.

4
.
4

Create Content Type

Create

a new site content type.

1.

Click
Site Actions >
Site Settings.

2.

Click
Site Content Types

under Galleries.

3.

Click
Create
.

4.

In the
Name

text box, Type
Design Information.

5.

In the Description text box, Type
Design Information
.

6.

For the
Select parent content type

from:
, select
Document
Content Types

from the drop down list.

7.

For the
Parent Content Type

select
Document

from the drop down list.

8.

For
Put this site content type into:,

select
Fabrikam Content Types
.

9.

Click the
OK

button at the
bottom;

this will open the Site Content Type
Informa
tion page.

10.

Under Columns click
Add from existing site columns
.

11.

In the
Select columns from:

drop down, click
Fabrikam Columns
.

12.

Click
Design Service Category

in the left hand box and click
Add >
.

13.

Click
OK

to the warning prompt.

19


14.

Click
OK
.

15.

Note under the Colu
mns section that the Design Service Category Site
Column is now available in the Design Information Content Type.

This
content type can now be used in any site in the site collection. This allows
content to be defined and used in a consistent way.

4
.
5

Create Document Set

Create

a New Product Document Set. Show workflows
associated to documents,
word integration,
shared
columns,
and managed

metadata.

1.

Navigate to
Resources

>
Product Planning

>
New Product Documents
.

2.

Click the
Documents

tab in the Ribbon.

3.

Click the
New Document

drop down and select
New Product
.

4.

Type in “
Orion Leather Couch
” in the Name
ANM
ProTuc琠fielTV. Op瑩onally
aTT a TeVcrip瑩on.



Click the tags icon to the right of the Product Category text box

to set the
managed metadata
.

6.

Click
Couches

in the term set
, and then click the
Select

button.

7.

Click
OK
.

8.

In the New Product Status drop down select “Draft”, and then click
OK
.

a.

Note the Document Set provisioning, and the workflow that
is

started for
a document

in the New Product document set
(th
is

workflow simulate
s

a business process where other teams would
update
this

file

in 瑨iV Te浯 瑨
i
V workflow will au瑯
-
co浰le瑥).



Click the
Edit properties

link in the header section.

10.

In the New Product Status drop down select “
Final
”, and then click
S
ave
.

11.

Click the drop down arrow next to the
Orion Leather Couch


Product
Overview

document

note the Check Out option

and

then

select
Edit in
Microsoft Word
.

12.

In Word, n
ote the Product Content Control is automatically populated with
the Product name that was

added to the Document set using the shared
column Product. Also, note the Product Category content control in the first
sentence of the summary.

13.

In the document information panel

at the top
, click the icon next to the
Confidentiality

field.

14.

Click
All Audi
ences

in the term set, and then click
Select
. Click
OK
.

15.

Click
Save
, and then close the document.

16.

Back in
IE;

note that the
Publish Product Overview

workflow has run on the
Product Overview document. This workflow copies the Product Overview to
20


the Document

Center.

(Hit F5 to refresh the page if necessary.)

4
.
6

Document Center

Explore the Document Center, showing metadata
navigation, Document Id search,
Information
Management Policies, check
-
in/out and versioning.

1.

Click
Documents

in the left navigation to go to the Document Center
documents library.

2.

Note the various documents and the Document Id column.

3.

On the left hand side, click the arrow next to
Product Category

to expand the
metadata navigation tree.

4.

Click on
Couches

term.

5.

Co
py or write down the
Document Id

for the
Orion Leather Couch


Product
Overview

document (for use in the Document Id search later).

6.

Click the drop down arrow for the
Orion Leather Couch


Product Overview

document. Note the Check Out option.

7.

Click on Vers
ion History, note the Versions. Hover over the Modified date
and click the drop down arrow to see the available options. Close the dialog.

8.

Click the checkbox next to the
Orion Leather Couch


Product Overview

document to bring up the Ribbon.

9.

Click
Declare
Record

in the Manage group in the Ribbon. Click
OK
.

10.

Note the updated icon with the lock. Click the drop down arrow and note
that the options have been limited.
(Hit F5 to refresh if necessary.)

11.

Click
Compliance Details
. Note the Retention Policy that has b
een applied
was acquired from the content type. Click
Close
.

12.

In the left hand navigation click
Document Center Home
.

13.

In the search box in the upper right hand side, type in or paste in the
Document Id for the Orion Leather Couch


ProTuc琠Overview Tocu浥nW

fro洠V瑥p

5 above. Hi琠
Enter
.

14.

Note that the Orion Leather Couch document is opened in the Word Web
App.

4
.
7

Rich Web Management

Update a Web Page, showing rich media capabilities

viTeoVIpic瑵reVH 浥瑡Ta瑡 naviga瑩onH web par瑳.

1.

Navigate to
Team Sites

>

Design
.

2.

In the left hand navigation, click
Orion Modern Leather Couch
.

3.

Note the web parts on the page. Click
Site Actions

>
Edit Page
.

4.

Scroll down and click on the picture on the left hand side that has the words
“Your Product Photo”.



In the Ribbon, click

the Context menu for
Picture Tools


Design
.

6.

In the far left hand side of the Ribbon click the
Change Picture

drop down
arrow and select
From SharePoint
.

21


7.

In the dialog box, in the left hand side click the arrow next to
Digital Assets
.
Note the Product Category Term Set, metadata navigation is enabled in the
dialog. Expand the
Product Category
.

8.

Click
Couches
.

9.

Click the
Orion modern leather couch

image. Click
OK
.

10.

Click on the
Fabrikam Sales Call Q4
-
2012
.wmv

Media Web Part on the right
h
and side of the page. Note the context sensitive Ribbon is displayed.

11.

In the far left hand side of the Ribbon click the
Change Media

drop down
arrow and select
From SharePoint
.

12.

Click
Digital Assets

in the dialog box.

13.

Click the
Fabrikam Sales Call Q4
-
2012

video. Click
OK
.

14.

In the far left hand side of the Ribbon click the
Change Image

drop down
arrow and select
From SharePoint
.

15.

Click
Digital Assets

in the dialog box.

16.

Click the
Fabrikam Sales Call Q4
-
2012
.png

image (not the video). Click
OK
.

17.

In the Ribbon, c
lick on
Page

tab and c
lick
Save and Close
.

Note the page is
currently checked out and editable.

18.

In the left hand navigation click
Pages
.

19.

Click the drop down arrow next to
Orion Modern Leather Couch
, and then
click
Check In
.

20.

In the Version section, select t
he option to publish a major version.

21.

Click
OK
.

22.

Click on the
Orion Modern Leather Couch

to open the page.

23.

Click play on the
Fabrikam Sales Call Q4
-
2012

video.


Optional: Rough Cut Editor Web Part

1.

Click the thumbnail in the top section of the Video Editor
Web part (below
the Media Web part seen above).

2.

Note the control bar features: duration, current time, volume control, fill
screen, etc.

3.

In the upper left hand side click the second icon to switch to list view.

4.

Click the 3 icon with the globe and hand. Cl
ick
OK
.

5.

Click the
Edit

icon in the upper right hand corner.

6.

Click the
double arrows

next to the text Modernization of Process.

22


7.

Note the controls above
, by hovering over them,

that allow a user to create a
new production, save/delete the production,
add

files to the library and stop
editing.

8.

Click the
Media Bin
.

9.

Note the

video clip on the right hand
side;

also note the

controls on the right
hand that allow a user to update the production by adding/removing/re
-
ordering video clips.

10.

Click the
Stop Editing

button.

4
.
8

Excel Chart Integration

Update Excel charts in web page.

1.

Navigate to
Team Sites

>
Sales
.

2.

In the left hand navigation, click
Sales Forecasts
.

3.

Click the drop down arrow next to
2011 Sales Performance

and click
Edit in
Browser
.

4.

In
the
Excel

Web App
, c
lick the
cell for King Bed under Q3 11 (cell F4).

5.

Update the value to 250000. Note the change in the Total column and the
charts.

6.

Click on another cell to
auto save
, and then close the spreadsheet.

7.

In IE, click
Team Sites

>
Sales
, to navigate
back to the Sales Team Site home
page.

You may need to hit refresh to see changes appear.

8.

Note that the table and the chart have been updated.

4
.
9

Extensibility (Silverlight)

Show Bing Maps Silverlight Web Part.

1.

Click
Facilities

in the top navigation.

2.

Cli
ck
Maps and Office Locations
.

3.

Note the Silverlight Bing Maps web part.

4.

Hover over a pin icon to bring up information about that location. Note that
these locations are entirely list driven.

5.

In the left hand navigation click
Offices
.

6.

Click
Fabrikam Warehous
e

to view the properties.

7.

Click
Edit Item

in the dialog.

8.

Change the Employees to
30
. Click
Save
.

9.

Click
Facilities

in the top navigation, and then click
Maps and Office
Locations
.

10.

Hover over the
Fabrikam Warehouse

to see the updated Employee field.

11.

Optional: Add a new location




Click
Offices

in the left hand navigation.

b.

Click the
Add new item

link.

23


c.

In the
Title

field type in:
Fabrikam
Design Center

d.

In the
Address

field type in:
Redmond, WA

e.

In the
Phone

field type in: 333
-
333
-
3333

f.

In the
Latitude

field type in:
47.653051

g.

In the
Longitude

field type in:
-
122.142242

h.

In the
Hours

field type in:
10am


4pm



In the
Employees

field type in: 15

j.

Click
Save
.

k.

Click
Facilities

in the top navigation, and then click
Maps and Office
Locations
.

l.

Note the new
Desig
n Center

location has been added.

4
.
1
0

Optional: Mobile View

Show Demo Home page and Marketing Team Site
Home page in Windows Phone 7
.5 “Mango
.


[Note: ensure your phone’s browser i s set to “Desktop
Versi on” so that i t does not try to defaul t a mobi l e
vi ew].


1.

Windows Phone 7
.5 codenamed “Mango”
:



To demonstrate the rich mobile experience
,

navigate to the various
pages on your Windows 7 Phone.

b.

Demo Home Page:
https://<domain>.sharepoint.com/sites/<site
-
collection
>

c.

Marketing Team Site Home Pa
ge:
https://<domain>.sharepoint.com/sites/<site
-
collection>/TeamSites/Marketing



Note, you can also
access the above URLs from
your Windows Phone
7.5
Office Hub, specifically from the “Locations” portion of the hub.
You can 瑨en naviga瑥 Tirec
瑬y 瑯W
a Tocu浥n琠library
or liV琠fro洠瑨e
Te浯
anT VUow Uow you can work wi瑨


瑨e Office Hub TirecW
ly
againVW

SUarePoin琠Online
.

4
.
1
1

Optional: Video Library

Show the video library (podcasting).

1.

Navigate to
Resources > Research
.

2.

Note the rated videos.

3.

Click a video to see the video play in the OOTB Silverlight video player.

4.

Note the “Upload new video button”. Optionally, you can click this button to
uploaT a new viTeo anT Ve琠proper瑩eV on 瑨e viTeo incluTing aVVigning
ra瑩ngVH Tura瑩on anT viTeo 瑨u浢
nail pic瑵re.


24



Section
5
:
SharePoint Online Administration

In this section, you will show the following
administration tasks
:



5.1
--

Create new Intranet (private) site collections



5.2
--

Allocate and adjust storage amounts and alert levels



5.3


Assign a

new Site Collection
Administrator

Talk Track

Clicks

5.1 Create a new private site collection

1.

In your Internet browser, type the SharePoint Online Administration Center
a
ddress
:

type
https://<yourTenant>
-
admin
.sharepoint.com

where
<yourTenant>

is the name of your company’s SharePoint Online domain and
preVV NNTNR.

a.

Example:
https://spopg
-
admin.sharepoint.com


2.

On
your

SharePoint Online Administration Center
home page, click
Manage site
c
ollection
s
.

3.

In the
Contribute

ribbon group

under the Site Collections header
, click
New



Private Site Collection
.

4.

In the
New Site Collection

dialog box, enter the appropriate information for
Title
,
Web Site Address
,
Template
,
Administrator

and
Quota

(both storage and
resource usage)

5.

In the
Title

box, type “Test” as the

瑩瑬e for 瑨e
new
Vi瑥 collec瑩on.

6.

For
Webs
ite Address
,
leave the default main URL and managed path of “/sites/”
and then type in “test” in the text box to the right
.

7.

In the
Template

l
ist, select “Team Site” under the “Collaboration” tab of

瑥浰la瑥


8.

In the
Administrator

box,
type
Admin@<yourTenant>.onmicrosoft
.com


in the
first box and then click the Check Names button
(
)
to verify that the user
name is valid.

25


9.

In the
Storage limit:

box, type
“200”

瑯Walloca瑥
a 200MB of V瑯Wage
瑯W瑨iV Vi瑥
collec瑩on.

10.

In the
Resource Usage limit:

box, type “20” to allocate an initial amount of
Verver reVourceV Vo 瑨a琠瑨iV Vi瑥 collec瑩on can Vuppor琠cuV瑯洠Volu瑩onV.



If you allocate “0” (zero) th
en 瑨iV Vi瑥 collec瑩on will no琠Vuppor琠
ac瑩va瑩on of SanTboxeT Solu瑩onV. You can alwayV aTjuV琠瑨iV af瑥r 瑨e
Vi瑥 collec瑩on UaV been crea瑥T.

11.

Click
OK

(note: you may have to scroll down on the popup dialog box to see the
OK button)
.

a.

It will take a few

minutes for this new site collection to fully provision,
and you cannot perform step 4.2 until fully provisioned.

5
.2 Adjust the storage quota and alert level

1.

Ensure you are on the
Site Collections

in the left
-
hand navigation section of your
SharePoint Online
Administration

Center.

a.

Note: if you still see the spinning green wheel;
-
of
-
dots to the right of the
new site collection, you cannot perform step two until you see the word
“New” to the right
of 瑨e URL.

2.

Select the check box
top the left of

the
new “Test”
Vi瑥 collec瑩on
you juV琠
crea瑥T
anT 瑨en click

瑨e

Storage Quota

button up
in the
Manage

ribbon group

under the Site Collections header
.

3.

In the
Set Storage Quota

dialog box, change the alloca
ted quota for the selected
site collection

from “200” to “500
.


4.

Select the check box next to the
“send e
-
mail” text and type in the desired
percen瑡ge for warningVIaler瑳 瑯Wbe VenW
.

5.

Click
Save
.

6.

Note: you can adjust the quota alert levels for more than one

site collection at a
time by multi
-
selecting several site collections in the site collections list.

5
.3 Assign a user(s) to be a Site Collection
Administrator
(s)

1.

Ensure you are on the
Site Collections

in the left
-
hand navigation section of
your
SharePoin
t

Online
Administration

Center.

2.

Select the check box
top the left of

the
new “Test”
Vi瑥 collec瑩on
you juV琠
crea瑥T
anT 瑨en click

瑨e

Owners


Manage Administrators

drop
-
down up
in
the
Manage

ribbon group

under the Site Collections header
.

a.

This will
bring up the Manage Administrators dialog box.

b.

Note: you may already be associated as the Primary and Secondary Site
Collection Administrator, and this will only work if you have more than
26


one user (yourself) within your Office 365
Administration

portal (u
nder
Users).

3.

In the
Site Collection

Administrator
s

box,
type
newUser@<yourTenant>.onmicrosoft
.com


in the
bottom

box and then click the
Check Names button

(
)

to verify that the user name is valid.

a.

Note: you can add multiple Site Collection
Administrators

separating
them by a semicolon “;”

4.

Click
OK
.