SharePoint A practical approach for CPAs

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1 SharePoint 2010 A practical approach for CPAs Bright ideas. Smart solutions. technology-solutions.gma-cpa.com Agenda SharePoint overview and editions Sites and document management ERP integration and workflow SharePoint security Deployment scenarios and system requirements Additional resources Q&A 1

com Agenda SharePoint overview and editions Sites and document management

2 SharePoint Overview Sites Communities Search Composites Content Insights SharePoint Editions Foundation Included with Windows Server 2008 license Includes the Sites, Communities, Search and Composites functionality Standard Adds Content features, Insights and additional search functionality Customized user experience and compliance features Enterprise Adds additional business intelligence features Advanced indexing and search functionality 2

and additional search functionality Customized user experience and compliance features Enterprise Adds additional business

3 Sites and Document Management Share and publish information with out-of-thebox web parts Central repository to share and secure documents SharePoint Ribbon provides easy access to features and familiar feel of Office applications Hosted and on-premise options Demo: Using Sites and Document Libraries with SharePoint

provides easy access to features and familiar feel of Office applications Hosted

4 Business Application Integration Surface information from back office applications to a single location Search structured and non-structured data Allow the extension of data entry using Business Connectivity Service (BCS) and web services Extend the reach of business applications to all users within an organization Demo: Dynamics GP Business Portal with SharePoint

using Business Connectivity Service (BCS) and web services Extend the reach of business

5 Workflow Overview Automation tool to speed and formalize approval processes within your organization Extends the reach of your ERP application to users outside of the system Provides audit trail of approvals Demo: General Ledger Batch Approval with Microsoft Dynamics GP and SharePoint

application to users outside of the system Provides audit trail of

6 SharePoint Security Full integration with Active Directory Compliance Everywhere allows you to track versions, apply retention schedules and secure content with holds across content types documents, web content and social content Deployment Scenarios Single-Tier Database and Web application on a single server Two-Tier Also called a small farm First tier (web tier) IIS/Web and Application server contains the SharePoint Server components Second tier (database tier) Database Server contains the SQL Server installation Three-Tier Medium or large farm First tier (web tier) IIS/Web front end contains the SharePoint WFE components Second tier (application tier) Application Server contains the SharePoint Server components and Central Administration pages Third tier (database tier) Database Server contains the SQL Server installation 6

contains the SharePoint Server components Second tier (database tier) Database Server contains the SQL Server installation Three-Tier Medium or large farm First tier (web tier) IIS/Web front end

7 System Requirements Application/Web Front End Server Windows Server 2008 SP2 or Windows Server 2008 R2 64-bit processor (4 cores) 8GB RAM Database Server SQL Server 2008 SP1 and CU2 or SQL Server 2008 R2 (Standard, Enterprise, Data Center, Web Server) 64-bit processor (4 cores small deployment, 8 cores medium deployment) 8GB RAM small deployment, 16GB RAM medium deployment Client Requirements Internet Explorer v7, 8, 9 Mozilla Firefox 3.6 (on Windows and non- Windows systems) Safari 4.04 (on non-windows systems) Note: There are some limitations on non- Windows and 64-bit operating systems. See the link for more information. 7

deployment, 16GB RAM medium deployment Client Requirements Internet Explorer v7, 8, 9 Mozilla Firefox 3.6 (on Windows and non- Windows systems) Safari 4.

8 Additional Resources Main Microsoft SharePoint Site SharePoint Edition Comparison Baltimore SharePoint User Group Questions? Michael Marinaro, MCTS, CPA cpa.com William Walter, MCSE cpa.com solutions.gma cpa.com

aspx Baltimore SharePoint User Group http://www.baltimoresug.org Questions? Michael Marinaro, MCTS, CPA mmarinaro@gma cpa.

INSTALLATION MINIMUM REQUIREMENTS. Visit us on the Web www.docstar.com

INSTALLATION MINIMUM REQUIREMENTS Visit us on the Web www.docstar.com Clients This section details minimum requirements for client workstations that use. Workstation (Scan) Windows 7 (32/64 bit); Windows