Laura Rogers Lori Gowin BRK2129 About Lori Microsoft Premier Field Engineer SharePoint Birmingham SharePoint Users Group Women in SharePoint B httppointgowincomseethepoint E gowinlbellsouthnet ID: 209886
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Driving User Adoption from a Technical Standpoint for SharePoint, Exchange and Office 365
Laura RogersLori Gowin
BRK2129Slide3
About Lori
Microsoft Premier Field Engineer - SharePointBirmingham SharePoint Users GroupWomen in SharePoint
B:
http://pointgowin.com/seethepoint
E: gowinl@bellsouth.netL: http://linkedin.com/in/lorigowin T: @LoriGowinSlide4
About Laura
Laura Rogers, Microsoft MVPI live in Birmingham, AlabamaCompany: Rackspace
Author of six SharePoint books
Blog:
http://www.wonderlaura.com Follow me on twitter: @WonderLauraSlide5
Agenda
User Adoption Issues
Server Admin Fundamentals
Solutions to User Adoption IssuesSlide6
User Adoption IssuesSlide7
Working on files straight from SharePoint
Authentication Annoyances
We want the app store
Organizing
the
Clutter
Finding Files
Mobility
It
Changes ALL the Time
Common Frustrations and Questions
User Adoption IssuesSlide8
“It’s hard to use files that are in SharePoint”
Save straight to SharePointOpen straight from SharePointUser Answer: Manually add locationsAdmin Answer: Promote locations that are pertinent to users
Admin:
Audiences, AD, Group Policy
Office Integration – Lack of Awareness
User Adoption IssuesSlide9
“I keep getting prompted to authenticate”
“Why doesn’t it know my domain?”User Answer: Know what IE settings to configureAdmin Answer: Push IE Settings via Group Policy, Integrated Windows Authentication, Default Domain
Authentication Annoyances
User Adoption IssuesSlide10
Why can’t we have the App Store?
What App do I need?
The App Store
User Adoption IssuesSlide11
“How can we easily archive or move files somewhere else?”
OR“We need to just drop files in SharePoint and not have to think about where exactly”OR
“How can we manage the lifecycle of data?”
OR
“There is too much stuff to sort through.”Organizing the Clutter
User Adoption IssuesSlide12
Finding Files
User Adoption Issues
“I can’t find that attachment.”
“Where is that document?”Slide13
Mobility
User Adoption Issues
Why is it so hard to configure my phone to work with this?
I want to work with this when I am offline.Slide14
New Services Added
DelveVideo PortalsLook and FeelNew Tool BarsApp Launcher Changing master pages by version
It Changes ALL the Time
User Adoption IssuesSlide15
Admin FundamentalsSlide16
Basics of Server and Domain Administration
Active DirectoryGroup PolicySharePoint Central AdministrationExchange Admin Center
Office 365 Admin Center
Admin FundamentalsSlide17
Synchronize with SharePoint
Single version of the truthKeeping it updated helps tremendouslyCreate AudiencesGlobal, can be used anywhere in your farm
Defined dynamic groups of people based on attributes
Target content and web parts to audiences
Use for DirectorySearch for PeopleDisplay in web parts
Active Directory
Admin FundamentalsSlide18
User or computer policiesPush registry changes
IE SettingsMS Office settingsHundreds of office program settingseven common SharePoint locationsEnsure features and applications available for users
Group Policy
Admin FundamentalsSlide19
Create Promoted Sites / Links
Customize the search experienceManage your app storeManage your service applicationsManage DLP
SharePoint Central Administration and Office 365 Admin Center
Admin FundamentalsSlide20
Configure OWA Authentication
Configure AutodiscoverManage iFiltersExchange Settings
Exchange Admin Center
Admin FundamentalsSlide21
SolutionsSlide22
Promoted Sites / Links
Push Browser SettingsConfigure AuthenticationManage App Store…What Can You, the Admin Do?
SolutionsSlide23
Search Customization
Create “Send To” LocationsExtras to Install/ConfigureWhat Can You, the Admin Do?
SolutionsSlide24
Add Published Links to Office Application
Ease of saving, opening filesTarget to an audienceAdd Personal Site URL in Active Directory
Attribute is called
WWWhomepage
by default…Push Links to Commonly Used Libraries and Sites
SolutionsSlide25
Create Promoted Sites
Different types of sites and links to choose fromAssociate an imageTarget to an audienceGroup Policy Settings
Download Administrative Templates for Office 2013
Hundreds of settings are available, not just file locations
Push Links to Commonly Used Libraries and Sites
SolutionsSlide26
Create Custom Template LocationsUse them from Office programs
Templates targeted to meUse Document Library with Template SynchronizationEach set of templates can have a target audience
Push Links to Commonly Used Libraries and Sites - Templates
SolutionsSlide27
Office Applications - ShareCreate a library with its own workflows
All Office users can run these common workflowsTheir file gets moved to that libraryThey are notified and can start the workflow
Group Policy – Home Workflow Library
SolutionsSlide28
Name your SharePointSave straight to your published links
Each user gets “Documents” which is their OneDriveGroup Policy – SharePoint Product Name
SolutionsSlide29
DEMO
Manage Promoted SitesSlide30
Create archive locations or file drop locationsUse across site collections
Defile action:CopyMoveMove and leave linkAllow or disallow manual submission by users
Create Content Organizer Rules
Defined at each drop site
Send To LocationsSolutionsSlide31
Create Compliance Policies
Retention PoliciesDeletion PoliciesClutterTurn on or off using OWA Train Clutter
Relies on the Office Graph
Data Archiving and Clean Up
SolutionsSlide32
Add Sites to IE Local Intranet Policy or Trusted Sites
Single Sign OnCustom LevelAutomatic Logon with current user name and password…
Push Internet Explorer Settings
SolutionsSlide33
Group Policy Settings
Set per IE versionAdd trusted sites, home page default, security settingsWindows Components\Internet Explorer\Internet Control Panel\Security Page\Site to Zone Assignment ListAlso: Preferences\Internet Settings
Push Internet Explorer Settings
SolutionsSlide34
Integrated Windows Authentication for internal/domain users
Configure a default domain for FBA UsersConfigure OWA Authentication
SolutionsSlide35
Apps provide solutions beyond the out-of-the-boxDeploy strategically
Too many, confuses usersDeploy by path, URL, TemplateMonitor and control them
Manage the App Store
SolutionsSlide36
DEMO
Manage the App StoreSlide37
Configure Search
Query RulesSearch AnalyticsNumber of Queries
Top Queries
* Abandoned Queries
* No result QueriesQuery Rule UsagePeople Directory
Popular request
Keep AD
accurate
Set up sync from other HR systems
Exchange
iFilters
for Office and PDF
SolutionsSlide38
New and Changing Services
ServicesDelveOffice Graph Settings
SharePoint Admin
Center>Settings>Office Graph
User OptionVideo PortalEducate, prepareLook and FeelWatch for Announced ChangesLimit customizations that could break
Resources
Office 365 Roadmap
http://
roadmap.office.com/en-us
Office Blogs
http://blogs.office.com
/
Yammer Office 365 Network
https://www.yammer.com/itpronetwork#/
Threads/index?type=algo
SolutionsSlide39
Extras to Install/Configure
Office Web AppsProvides better experience for usersQuickly know it is the correct information in Search
Edit in the preview window if needed
Bring Your Own Device
Workflow ManagerIncoming EmailOneDrive Settings on serverKeep up to date with Service Packs
Offline OWA Access
Allow users to work with devices while offline without a client
Autodiscover
Mobile device users can configure by entering their email address
SolutionsSlide40
Resources
Office 2013 Resource Kit: https://technet.microsoft.com/en-us/library/cc303401(v=office.15).aspx
Downloads:
https://technet.microsoft.com/en-us/library/cc178979(v=office.15).aspx
Group Policy for Office 2013: https://technet.microsoft.com/en-us/library/cc178969(v=office.15).aspx Download Admin Template files:
https://technet.microsoft.com/en-us/library/cc178992(v=office.15).aspx
Creating Query Rules
https://technet.microsoft.com/en-us/library/jj871014(v=office.15).aspx
Understanding Query Rules
http://office.microsoft.com/en-us/sharepoint-server-help/understanding-query-rules-HA102848833.aspx?CTT=1
Send Document to another location:
https://www.youtube.com/watch?v=t3LLKnvcYdo
Power Hour, user adoption discussion: https://www.youtube.com/watch?v=Jif80XF4qIs Manage and Deploy Apps: http://blogs.msdn.com/b/richard_dizeregas_blog/archive/2013/03/04/sharepoint-2013-app-deployment-through-quot-app-stapling-quot.aspx Slide41
Join the conversation!
Share
tips and best practices
with other
Office 365
experts
http://aka.ms/office365networkSlide42
Thank You!Slide43