In this session we explore the different elements that you need to oversee when you are planning a Intranet for your company. We will discuss the different intranet approaches we can follow based on they way you want to engage with your end users. Learn the difference between communication portal and collaboration team site in order to establish an Intranet framework able to scale business needs.
2. 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
4. SharePoint Farm Deployment Implementation
Roadmap
• WITH GREAT
POWER THERE
MUST ALSO
COME--GREAT
RESPONSIBILIT
Y! -Stan Lee
5. 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
Intranet
Planning
Solution
Architecture
Site Branding
Information
Architecture
Site
Components
6. 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
7. Solution Architecture Diagram for On Premise
Internet Explorer
XXXX Intranet Portal
Host Named Site Collection
http://xxx.yyyy.com
View
XXXXX
Employee
SharePoint 2013
On Premise
Top Level
Web Site
Content
Types
Site Columns
Lists /
External List
Document
Libraries
Page LayoutsPages
Content Query
Web Parts & XSLT Search User Profile
Task
Management
Task
Management
Business
Connectivity
Services
Collaboration
Team Site
Teams
Manage
Metadata
Projects Services
Themes
Master Pages
Site
Templates
Services
http://zzzz.
yyyyy.comSolutions
XXXX Term Store
Services Applications
Communication
PublishingSite
Departments
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Project Site
Collaboration
Project Site
Collaboration
Project Site
Collaboration
Project Site
Communication
PublishingSite
Communication
PublishingSite
Collaboration
SearchSite
Collaboration
Document
Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
External
Content Types
8. Solution Architecture or SharePoint Online
Internet Explorer
XXXX Intranet Portal
Site Collection
https://xxx.yyyy.com
View
XXXX
Employee
Office 365
SharePoint Online
Services
https://zzz.yyyy.com/
XXXX
Term Store
Search User Profile
Task
Management
Task
Management
Business
Connectivity
Services
Manage
Metadata
Services Applications
/teams
Collaboration
Team Site
Teams
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Projects
Collaboration
Project Site
Collaboration
Project Site
Collaboration
Project Site
Collaboration
Project Site
/sites
Services
Collaboration
SearchSite
Collaboration
Document
Site
Collaboration
Team Site
Collaboration
Team Site
Solutions
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
Collaboration
Team Site
/(root)
Content
Types
Site Columns
Lists Document
Libraries
Page LayoutsPages
Content Query &
Search Web Parts
Themes
Master Pages
Communication
Portal
Departments
Communication
Portal
Communication
Portal
Communication
Portal
Content Type Hub
Site Collection
Manage Path
Service Applications
9. Departments
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?
• 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.
13. 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
14. Master Page
• Repeatable content
• Header with top
level navigation
• Footer with social
links
• Search box
• SharePoint features
and global links
• Social links
15. Page Layout
• Main Page Layout
• 3 regions of content
for the main landing
page
• Define the layout
and web part zones
of the page
16. Page Layout
• Section Page Layout
• 2 regions of content
for a section or sub
site main page
17. SharePoint Third Party Branding Solution
Providers
• Don’t create the branding solution
• Buy it from a third party
company like
• http://sharepointpackages.co
m
• http://bindtunning.com
• Hire a UX SharePoint consulting
company like
• http://www.brightstarr.com/
• http://www.highmonkey.com/
18.
19.
20.
21. Information Architecture
• 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
The components of Site IA are:
Site Metadata
Site Columns
Site Content Types
Site Templates
Site Structure
22. 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
23. 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
24. 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.
25. 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.
26. 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
content, settings like
Information Management,
Workflows.
• Content Type support
inheritance so you can re-use
and extend settings
In order to provide meaning to the content
stored in the Intranet we need to define a set of
Content Types that make sense to your business
in order to provide a consistent approach for
the type of content that the Intranet will
support today and tomorrow.
27. 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.
Form An electronic document that users can enter data into and print.
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, white-
papers and research documents, strategic plans, or data driven automated reports.
28. XXXX Document
Title
Author
Created By
Created On
Topic (Manage Metadata)
XXXX Policy
Title
Author
Created By
Created On
Topic (Manage Metadata)
Policy Type: Choice
Summary: Plain Text
Review By Date: Short date
Publication Date
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
30. 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
Team Site
Template
Lists
Announcements
Contacts
Calendar Content Types
Common
Calendar Event
Event
Links
Issues
Libraries
Documents
Content Types
PEI Proceudre
PEI Policy
PEI Form
PEI Report
Views
By Content Type
By Author
Pictures
Discussions
32. Intranet (Home)
Teams
•Team 1
•Team 2
•Team 3
•Team 4
Departments
•Department 1
•Department 2
•Department 3
Projects
•Project Site 1
•Project Site 2
Services
•Search
•Training
•Help
•Communities
Solutions
•Solution 1
•Solution 2
•Solution 3
Site Architecture
• Site Hierarchy represents the different groups of sites
that comprise the Intranet Portal.
35. 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
36. Site Components
• Web Parts
• Make sure to use Web
Parts that mean
something to our people