Work Management Videos from SharePoint Saturday and the Aussie SharePoint Conferences

As promised a while back here are the three demonstrations from my Work Management in SharePoint 2013, What it is and why you’ll love it sessions at SPS and the Aussie SharePoint Conference. As I hate my voice on video, I have captioned them so you’ll miss out on some of the pearls of wisdom, but hopefully you will get the jist. Smile

And don’t worry, I am still alive, just a little busy in my day job, but normal service will resume shortly.

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Work Management in SharePoint 2013–Slides and Links

Thanks to all those people that attended my session on Work Management in SharePoint 2013 at the two Australian SharePoint Conferences. As I mentioned in the sessions, I have uploaded the slides to SlideShare where you can download them. I will also publish the three demonstration videos in the coming weeks to take you through each of the demo’s in the session.

Also as mentioned in the session, here is the link to the excellent White Paper outlining the Work Management capabilities and Synchronisation with Exchange.

http://www.microsoft.com/en-us/download/details.aspx?id=38799

Speaking at the Aussie SharePoint Conference Part 2 in Melbourne

SPC MEL 2013 Im speakingI am excited to announce that I will once again be speaking at the Australian SharePoint Conference this time in Melbourne on the new Work Management capabilities of SharePoint & Project Server 2013. Hopefully this time the demo gods will be on my side and Project’ Sync to SharePoint will work.

The abstract for the session is:

If you have ever tried to track work in SharePoint, lists or even on pieces of paper, you are going to love the new Work Management capabilities of SharePoint 2013. With SharePoint 2013, your organisation has access to a task management solution that can start simply and scale up to the enterprise level at the click of a button. Come along to this session to get an understanding of these exciting new capabilities and how you can leverage them today.

Once again, the quality of this conference and knowledge of the speakers is second to none. This time the conference has an overall theme of collaboration and how to make your organisation work better, a tailor made theme for Project, Project Server and Work Management.

The conference is on the 11th – 12th June at the Pullman in Melbourne. You can find out more and register at http://www.sharethepoint.com/engage/AU2013/Melbourne/Pages/Home.aspx

Speaking at the Australian SharePoint Conference Sydney

SPC SYD 2013 I'm speakingI am excited to announce that I will be speaking at the upcoming Australian SharePoint Conference in Sydney on the new Work Management capabilities of SharePoint & Project Server 2013.

The abstract for the session is:

If you have ever tried to track work in SharePoint, lists or even on pieces of paper, you are going to love the new Work Management capabilities of SharePoint 2013. With SharePoint 2013, your organisation has access to a task management solution that can start simply and scale up to the enterprise level at the click of a button. Come along to this session to get an understanding of these exciting new capabilities and how you can leverage them today.

This is the 4th time the conference has been run. I was lucky enough to speak at it back in 2010 and the quality of speakers, sessions and organisation is unparalleled.

The conference is on the 10th – 11th April at the Hilton in Sydney. You can find out more and register at http://www.sharethepoint.com/engage/AU2013/Sydney/Pages/Home.aspx.

Another great feature of SharePoint 2010 – Visio Services

Recently, at the Australian SharePoint Conference, I demonstrated how SharePoint 2010’s Visio Services could be used to create a fully interactive project management process map for your organisation. The concept behind the demonstration was to show how quickly and easily you could develop a process map that allows users to visualise a process, but also how you could link that process map to a template library and wiki library to automatically filter and display the relevant templates and wiki content.

Process Map narrated

At the core of the solution was Visio Services, a new feature in SharePoint 2010 that allows Visio diagrams to be rendered within a special webpart in SharePoint, nothing really earth shattering, until you look at two other features Visio Services provides:

  • Data Binding – diagrams can be bound to data allowing the diagrams to visualise real live data diagrammatically.
  • Interactivity – the ability to make the diagrams interactive, a bit like the old HTML image maps, but slightly more powerful.
  • For the demonstration, I leveraged the interactivity elements of Visio Services, specifically publishing a process map flowchart that users could click on to cause documents within a template document library and wiki content within a page to filter.

Setting up a similar solution couldn’t be easier, and the steps below will take you through how you can create your own.

1. Tag up the process in Visio

To start with we need to take the Process map that we want to make interactive and edit in the Visio desktop client to add a ProcessArea attribute to each shape we want to make interactive. In the example below both items have a ProcessArea defined (IP1 & CD2).

process bit

To make the shape interactive, right click on it and choose Data > Define Shape Data. A dialog will be displayed where you can define the shape data, we specifically want to define a new attribute called ProcessArea and set the value to match the ProcessArea name from the diagram, in this case IP1.

Define Shape Data 2

Once we have tagged up all your shapes, save the diagram with a type of ‘Web Drawing’ and upload it into a document library in the SharePoint site we are going to use as a host.

2. Set up SharePoint to show the diagram

To display the Visio diagram, we need to add the new Visio Web Access web part to the site and configure it. To add the web part, choose to insert a web part and then look in the Office Client Application category and choose Visio Web Access.

Add Web Part

Once the web part has been added, configure it to show the Visio web diagram we added in step 1. This is achieved by simply entering the location of the web drawing in the Web Drawing Url field.

Visio Services Properties

The web part also has a number of other options that can be configured allowing the diagram to be panned, zoomed and opened in Visio. I decided to turn most of these off, but you may choose to keep them enabled.

3. Configure the template document library

Each of the relevant document templates that will be displayed when we select a shape will reside in a document library. In order to identify the relevant document, add a new metadata column called Process Area which contains the corresponding ProcessArea that we tagged up in the Visio diagram. This metadata column will be used to filter the contents of the library.

Document Library

4. Configure the wiki page library and view

Similar to the template document library, the Wiki Page library also needs to be set up to include a Process Area metadata column which will be used to filter the content. However, unlike the document library, in order to render the content of the wiki page, it is necessary to customise the default view to show the ‘Wiki Content’ only.

Wiki Content

Typically when you click on a wiki page, SharePoint will render the whole page including the ‘chrome’ Choosing the ‘Wiki Content’ column ensures only the information entered into the wiki is displayed.

5. Set up the web part connection

Finally, we need to link the various web parts together using a web part connection between the Visio Services web part and the document library / wiki library. Select the Visio Services web part and choose Connections > Send Shape Data To and choose the name of the document library or wiki you want to connect to.

Send Shape to

Then follow the wizard to set up the web part connections, choosing ‘Get Filter Values From’, the then clicking ‘Configure’.

Configure Connection 1

In the Connection settings tab, choose the Provider Field name of ‘ProcessArea’ and the matching Consumer Field Name which will be the same as the metadata column added, in our case ‘Process Area’.

Configure Connection 2

Repeat the above to configure the wiki library and your solution is complete.

SharePoint 2010 and Managing Projects – A match made in heaven

This morning, I presented with William Cornwill a session at the Australian SharePoint Conference entitled ‘SharePoint 2010 and Managing Projects – A Match made in heaven’. The idea behind the session was to give people an idea of how SharePoint 2010 can be leveraged to assist in managing your next project using some of the out of box features.

The slide deck is available here for your viewing pleasure :)

As a companion to the presentation, I will be publishing a series of posts in the coming weeks outlining some of the great new features of SharePoint 2010 that could be leveraged in your next project including:

  • Document Sets;
  • Workflow;
  • Managed Metadata;
  • Wiki Improvements;
  • Visio Services and;
  • Graph web part

and possibly a few other features if time allows :) Stay tuned.

Speaking at the Australian SharePoint Conference

I am pleased to announce I will be speaking at the upcoming Australian SharePoint Conference in June on ‘Managing Projects in SharePoint 2010’. This is a 200 level presentation in the business track and kicks off straight after the keynote!

Australian SharePoint Conference

The abstract is…

Managing Projects in SharePoint 2010, a match made in heaven – 200 Level
Today it is more important than ever to ensure every project your organisations undertakes is delivered effectively. To accomplish this, it is essential that there is clear communication across the project team and effective tools to facilitate your project management process.
Come and see how SharePoint 2010 can improve the management of your next project, including the new Project 2010 client integration, Access Services, Reporting with Visio & Excel Services and team site improvements.

I will no doubt manage to get a bit of Project Server in there as well :)

You can read more about the Australian SharePoint Conference at www.sharepointconference.com.au , and can register here. I look forward to seeing you there.