Monday 9:00 AM - 5:00 PM · Room A404

Power BI Bootcamp for SharePoint Professionals

NOTE: YOU WILL NEED A COMPUTER WITH THE LATEST VERSION OF POWER BI DESKTOP INSTALLED PRIOR TO WORKSHOP TIME. THIS IS A HANDS ON BOOTCAMP.

Need to create stunning dashboards from your SharePoint data?

Yes you do!

In this bootcamp, we’ll show you: • How should I approach my BI need? • What things should be considered when creating dashboards? • What are the best practices? • How much is this going to cost me to license? • What security aspects should concern me?

Who should take this course: If your company uses Office 365 or SharePoint 2013/2016 and you are a: • Manager • Business Analyst • Power User • SharePoint Administrator • Consultant

If you work in these areas, you will see value: • Marketing • Information Technology • Finance • Sales • Social Media

The class assumes no prior knowledge of Power BI and Data Concepts.

What is required for this class: Install Microsoft Power BI Desktop on your laptop (recommended but not required) We'll provide an Office 365 site for you to use for exercises

In this workshop you will: • Learn how to create Production Dashboards using Power BI, from SharePoint list and document library data • How to use Power BI in a multitude of situations, including ad hoc analysis and the creation of formal dashboard. • Learn the Power BI components: Power BI Desktop, PowerBI.com, Power BI mobile applications and how they can be used with Office 365 and SharePoint • Receive an introduction into the core functions of Power BI; Data extraction, loading and transformation using Power Query Formula Language (“M”) and DAX. • Receive some guidelines on how to extract Project data in fast manner. • Discover some data modeling practices that will ensure you have maximum flexibility in analysis. You'll also learn some visualization best practices to ensure you can tell your digital story effectively • Learn best practices for maintaining content with your organization

This workshop provides an end to end view of Power BI for SharePoint reporting, so that you are able to use Power BI immediately for your needs.

Tuesday 9:00 AM - 5:00 PM · Room A402

Establishing SharePoint Online Admin Rockstar Status

SharePoint Online (SPO) integrates with many services that you need to be familiar with to successfully manage your collaboration content. In this full day workshop, we are going to learn about these different services and how to manage the integration with them by exploring and discussing SharePoint Online best practices for configuring, securing, optimizing, and implementing redundancy.

We will begin by discussing and creating a new Microsoft 365 tenant, followed by exploring how to customize both the M365 and SharePoint administrator dashboards so they only display information related to the Microsoft 365 services and SPO-related components like SharePoint Online and OneDrive.

We will also explore how to create and assign users to access SharePoint Online as both an end user and as administrators.

Being most scenarios require the migration of content, we will discuss several options for migrating content from many different sources to SharePoint Online and OneDrive.

Most migrations require at least an interim hybrid configuration, so we will introduce and explore the components that can be configured for a hybrid environment as an interim solution, or as a long-term solution.

We will then roll up our sleeves and explore the configuration of several components of SharePoint Online using both the GUI and PowerShell. These SPO components and configurations include;

Creating, configuring, and managing site collections

Configuring the user profile service (UPS) to ensure your Active Directory data is included in your search index

Exploring several search service configuration options, to ensure your users are able to quickly find the information they need, along with how to access some search-related reports, as well as some suggestions on how to help your users submit better search queries for more accurate search results

Discussing both SharePoint Online and OneDrive configuration options for managing and securing your collaboration content

Create and implementing a structured taxonomy to provide consistent and reliable data in SPO by using published tenant-level content types and managed metadata fields via the term store, as well as other custom column types, that can all be managed by information architects.

As we discuss these topics throughout the day, I’ll be sharing best practices, as well as tips and tricks that every SPO admin should know about while working with SPO.

When you leave the workshop, you’ll have all the skills and best practices to migrate to, configure, manage, and secure SharePoint Online and OneDrive components using the SharePoint Online Admin center, OneDrive admin Center, and PowerShell.

Tuesday 1:30 PM - 5:00 PM · Room A315

Mastering Metadata in SharePoint Online: Unlocking the Power of SharePoint Premium

Metadata in SharePoint Online is essential for efficient content management and retrieval. Entering metadata manually is a simple and powerful way to start organizing your content. However, as the complexity and volume of content grow, this approach becomes difficult to manage. This session will guide you through transitioning from basic metadata management in SharePoint Online to leveraging the advanced features of SharePoint Premium.

We will explore scenarios for choosing SharePoint Premium, focusing on the use case of managing legal documents. Learn how this advanced capability can streamline content management by automatically populating metadata fields, reducing manual entry, and minimizing errors. Discover how SharePoint Premium can enhance document accuracy and compliance, ultimately improving the efficiency of your legal operations. We will also discuss the one-to-many relationship of Matters to Cases and how to manage various content types including Contracts, Pleadings, Affidavits, Legal Briefs, Discovery Documents, Court Orders, Case Files, and Correspondence.

Wednesday 10:20 AM - 11:30 AM · Room A313

SharePoint Premium: AI-Driven Metadata Extraction

In this session, you will learn how to use SharePoint Premium, a service that applies advanced AI and machine learning to your content, to automate tasks such as document understanding, metadata extraction, content classification, and compliance. We’ll show you how to train AI models to identify documents and extract metadata.

You will see how SharePoint Premium can help you transform your unstructured data into structured knowledge that can be easily accessed and shared across Microsoft 365. You will also explore how SharePoint Premium can integrate with other Microsoft 365 applications to create a rich and intelligent content experience. We'll talk about the capabilities and limitations of SharePoint Premium as well as licensing.

At the end of the session you will:

• Understand what SharePoint Premium does
• Learn how to train an AI model
• Understand pay-as-you-go licensing

Wednesday 2:00 PM - 3:10 PM · Room A313

SharePoint Premium: Your Key to Transform Content Management Using AI

We are in a knowledge economy where SharePoint serves as the cornerstone for data storage. How much of your data stored in SharePoint is unstructured and overlooked? SharePoint Premium is your solution for comprehensive content management. Join us for an enlightening session on the advanced features of SharePoint Premium, including content translation, OCR, eSignature, analytics, and more. Discover how this powerful platform can transform your content management with AI-driven capabilities, enhanced security, and streamlined workflows.

In this session, we will explore SharePoint Premium's extensive offerings, highlighting the latest features that optimize critical business document processes such as contracts, invoices, and statements of work. Learn how to leverage SharePoint Premium to revolutionize your content management and drive business success.

• Discover the cutting-edge features of SharePoint Premium for your content management solutions.
• Learn how to optimize high-value business document processes with SharePoint Premium's embedded AI.
• Harness the power of SharePoint Premium to revolutionize your content management and drive business success.

Thursday 10:50 AM - 12:00 PM · Room A313

SharePoint Premium - The future of AI powered content management

SharePoint Premium brings AI, automation, and added security to your content experiences, processing, and governance. SharePoint Premium delivers new ways to engage with your most critical content, managing and protecting it through its lifecycle. It also helps you maximize content value with security and structure – and prepare it for Copilot for Microsoft 365, the next-generation AI assistant that is transforming productivity.

We'll learn about some of the core features of SharePoint Premium such as Content experiences, Content processing and Content governance.

Thursday 1:00 PM - 2:10 PM · Room A405

Data recovery options for SharePoint/OneDrive

SharePoint and OneDrive include several content recovery options for SharePoint and OneDrive for Business administrators, site collection administrators, and end users. Educating your end users on SharePoint recovery options like the site recycle bin, versioning, and site collection recycle bin can lighten the burden on your admins.

Using either a GUI or PowerShell you can backup and restore your entire SharePoint Server farm or components of it. In SharePoint Server you can also perform more granular content backups by exporting site collections, site, libraries, and lists, and there are options for recovering these site collections, sites, lists and libraries from content databases that are no longer part of your SharePoint Server farm.

With a vast majority of your SharePoint Server content stored in SQL Server it is imperative that you have an efficient way to recover items or entire databases as quickly as possible.

This discussion will introduce the Best Practices framework that will allow your SharePoint Server administrators to configure SharePoint as well as SQL Server for quick content recovery, minimizing the downtime and providing shorter and achievable Service Level Agreements (SLA’s).

Thursday 2:20 PM - 3:30 PM · Room A313

SharePoint Premium: The journey to automating content processing

Do you want to stop wasting time on manually processing content in SharePoint? Meet SharePoint Premium, the AI-powered service that automates content processing for you. In this session, we'll show you the different model types that SharePoint Premium uses, including Custom Models and Prebuilt Models. With these models, SharePoint Premium can automate a variety of content processing tasks, from extracting information from structured forms to identifying metadata in unstructured text and extracting specific entities from content. Join me for this informative session and learn how SharePoint Premium can enhance your efficiency and accuracy for content processing.

Friday 9:00 AM - 10:10 AM · Room A404

Keep your content fresh and discoverable for Microsoft Copilot with SharePoint Advanced Management

Join us as we explore the power of SharePoint Advanced Management (SAM) found within SharePoint Premium. SAM can help you keep your content fresh and discoverable for Microsoft Copilot. We will delve into strategies for managing your content lifecycle, including how to enable discovery and collaboration on hundreds of file types, as well as how SAM empowers other facets of SharePoint Premium.

You will learn how to leverage the capabilities of SharePoint Advanced Management to streamline your business processes and enhance user experiences. You will walk away with practical knowledge and actionable strategies to:

• Safely keep your SharePoint content fresh and up-to-date
• Enable discovery and collaboration on a wide range of file types
• Manage your content lifecycle with SharePoint Advanced Management

Friday 10:20 AM - 11:30 AM · Room A315

Exploring Microsoft 365 migration considerations and tools

Congratulations, on your decision to move to Microsoft 365. If your mind is running rampant on how to complete the migration, this session is for you.

We will begin by exploring the steps necessary during the following migration phases • Before the migration • Completing the migration • Managing the cloud-based content after migration

As you can guess, you’re going to need to know what the best approach is to complete the migration, so we will also discuss what your migration options are, and what tools are available, including out of the box tools like the SharePoint Migration Assessment Tool (SMAT), the SharePoint Migration Tool (SPMT), Migration Manager, as well as several other tools to help streamline and successfully complete your migration to Microsoft 365.

Friday 12:30 PM - 1:40 PM · Room A311

Next-Gen SharePoint: Elevating Collaboration with Copilot & Premium Integration

In the rapidly evolving digital landscape, SharePoint continues to stand at the forefront of collaborative innovation. The introduction of Copilot in SharePoint marks a new chapter in its journey, offering unparalleled advancements in AI-driven collaboration and productivity. SharePoint Premium on the other hand helps you automate extracting data from your content to enhance your organization’s road to better compliance. In this session, we will dive on how you can use AI in SharePoint to create Copilot custom models to generate files, and leverage SharePoint Premium to automate the content processing and extraction of your data. You will learn how you can create an end-to-end solution for your users to enhance their collaboration using custom Copilot models in SharePoint, and to eliminate the manual document processing.