SharePoint Saturday New Orleans 2011 Notes

I attended the SharePoint Saturday New Orleans event this past Saturday. We had a decent turnout, some really good speakers. I hope next year they decide to 1: not have the event during Mardi Gras 2: next to a parade route 3: during three parades! I got turned around and wound up on the GNO to the west bank-once you are over there you are stuck so i had to take 90 all the way to the Huey P to get home-I freakin hate mardi gras. Anywho, here are my notes 😉

Session: How to Plan SharePoint Projects

Speaker: Dux Raymond Sy


  • How do you define success criteria for your project?
  • Most SP environments in the US are glorified network shares
  • Governed Empowerment: goal of a SP site; through the use of a comprehensive governance plan, allows end-users enough room to be contributors.
  • Make all decisions in regards to your SP environment intentional-there needs to be reasons why you want to create or have xyz.
  • Key Steps:
    • Establish success criteria: what needs to happen for the project to be considered successful?
    • Establish key stakeholders
    • Establish priorities: if stakeholders want goals x, y and z, which ones have the highest priority; time and resources may mean scaling down and implementing only the features with the highest priority
    • Establish rules of engagement:
      • Initiation
      • Planning
      • Execution
      • Control
      • Closing
    • Establish roles and responsibilities: who is in charge of what?
    • Establish project communication
    • Project tracking: create a means to track progress of the project
    • Collaboratively Engineer a Solution: this involves educating the stakeholders
    • Educate and engage the business: explain how SP is a platform; SP isn’t the solution, the solution is the solution (intranet, CMS system, etc.-focus on the solution rather than the technology that enables the solution)
    • Keep priorities in order: project scope must be limited
    • Define project goal: project goal statement
      • We’ll do this
      • Because of this
      • In this timeframe
      • For these people
      • With these constraints
    • Identify Relevant Deliverables
      • Governance plan
      • Training
      • Content migration
    • Define the work needed to be done
    • Properly establish how long things take to be done: percentages are meaningless; think in terms of number of resources and resource hours. It might take a resource 40 hours to complete a task, but those 40 hours might be in increments of two hours per day which would create a timeline of 20 work days.
    • Dux uses MS Project to track progress, he highly recommends its use, has a tracking file that he will send
    • Some links Dux provided:

Session: Extending the Data View Web Part

Speaker: Jim Bob Howard


  • Session was only 20 minutes as it was a fill-in for a missing speaker
  • You can connect a DVWP to a web service
  • Talked about using jquery to extend the ui of a dvwp
  • Speaker wrote an extensive ebook now available called Extending the DVWP, has detailed instructions on how to connect to various data sources, how to extend the ui, etc.

Session: Content Deployment

Speaker: Javier Barrera


  • Session was about how to move sites and content from one environment to another using the OTB functionality in central admin.
  • Make all edits on dev, push to qc to test, deploy from dev
  • Don’t change anything live or the deployment will fail
  • Best used for pushing whole sites and new features from one tier to the next.

Session: Implementing SharePoint Training

Speaker: Scott Lavoie


  • Make sure you train Help Desk first; HD historically gets the weakest training and then they have to support a platform they know nothing about
  • Beyond classroom training provide quick reference guides, job aides, and e-learning
  • E-learning by itself will go mostly unused, works best as a reference
  • Tie learning to performance, pay, incentives
  • Have a sustainment plan: you have a had classroom training, now what? Users start forgetting what they learned almost immediately, you need to have  ongoing resources, refresher courses, etc. to help people remember what they have learned.
  • Slides for session

Session: Content Aggregation

Speaker: Christina Wheeler


  • Content roll-ups
  • Infopath can’t see managed metadata
  • Managed metadata can be used as sources for lookups
  • CQWP:
    • aggregates content from within a single site collection
    • filter by content types
    • dynamic filtering easier to do in 2010
    • common view fields now exposed in 2010 cqwp
  • Relevant documents webparts
  • RSS viewer: none to be buggy
  • Calendar overlays: new in 2010; you can overlay up to 10 calendars on top of another

Session: Form Approval

Speaker: Laura Rogers


  • Speaker wrote part of book: SharePoint 2010 Building Business Solutions
  • You can set a workflow to write to a custom list like a custom change log
  • You can create an approvals view in InfoPath
  • You can turn on content approval for any list or library
  • 2010 has new task processes
  • Laura’s Blog

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