April 2008

April 2008

Portal Project

Business Intelligence

Enterprise Content Manageme nt

SharePoint Platform Services

Collaborati on

Extranet

Social Networking

Integration

Forms & Business Processes

Enterprise Search

Enterprise Internet Division

Team Individual

SharePoin t Platform Services

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

SharePoin t Platform Services

xx

SharePoin t Platform Services

ASP.NET 2.0

•Web Parts •Master Pages •Membership •Navigation •Caching

Content Management Services Content Management Portal Services Search Services

Windows Workflow Foundation Windows Communication Foundation • Web Services

Internet Edition or Standard CAL

Excel Services Internet Edition or Enterprise CAL

Forms Services Business Data Services

ECM Seach Aggregation Discovery Collab Forms Calculation / Business Rules Integration

Document Management

List

management Workspaces

SharePoin t Platform Services

Extensions for WSS 3.0

Deep dive

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Portal

Delivering information and applications under the context of the user Intranet / Extranet / Internet Authentication - identification Authorisation - access controls / role based Personalisation - user profile system Audiences - content targeting

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Enterprise Content Manageme nt

Information workers need tools to manage the entire lifecycle of content from the time it is created to when it is published and finally disposed or stored for long term archival

Integrated solution to manage the complete content lifecycle Author

Review/ Approve

Manage

Publish

Archive

Dispose

Enable authoring/information capture with review/approval capabilities Centrally managed repositories with retention/auditing policies, metadata and security Integrated intranet, extranet and internet publishing capabilities Content Type = Metadata + Behavior

Global definition of types of content

Enterprise Content Manageme nt

e.g. Financial Report

Metadata Templates created automatically – can be extended using InfoPath

Behaviour (policies) .... extensible including ’out of the box’:

Workflow Rights Management Retention Auditing Bar codes / labelling Document templates

Definitions can be hierarchical

Storage and retrieval of electronic data files

Enterprise Content Manageme nt

Reuse and protect knowledge assets Facilitate structured document authoring and collaboration Integrated content and business processes

•Check in / Checkout •Versioning (major/minor) •Metadata •Content approval •Workflow •Role based security •Auditing

SharePoint Document Libraries providing DM functionality

Tight Desktop Integration

Enterprise Content Manageme nt

Authoring and publishing system to empower content authors to manage a web site

Enterprise Content Manageme non-technicalnt

Give business users the power to author and publish web content in a timely manner Utilize brand assets more effectively Lower the cost of managing multiple site and multilingual delivery

•Separation of content

Web Content Repository

and presentation •Authoring:

Content

(HTML Editor / Office)

•Built in

review/approval workflow •Site variations •Personalised content •Deployment system

HTML Web Pages

Templates

Site Developers Template designers Graphics Designers

Content Authors

Enterprise Content Manageme nt

Master Page

Publishing feature must be ‘Activated’ ASP.NET 2.0 Master Pages are used to control look and feel of the website Page Layout defines the remainder of the page

Field Controls

Provides consistency for similar types of pages

Field Controls render the content items Three lives : View Mode, Edit mode & Design Time

•

Page Layout FileName

PageLayout

Title

Welcome.aspx

PageLayout.aspx

Welcome To News

Body

Image

Lorem ipsum dolor sit ... /Images/Chair.jpg

‘Pages’ Doc Lib 2.0

CMS Page Rendering

Enterprise Content Manageme nt

Enterprise Content Manageme evidencent

Information created, received, and maintained as in pursuance of legal obligations or in the transaction of business Reduce risk of non-compliance and legal liability Retain vital records for business continuity Reduce costs of retrieving information for legal discovery

•Configure repository as per file plan •Capture and categorise business records •Auditing, expiration and retention policies (defined

by regulations or business policies)

•Hold capabilities in case

Records Manager

Records Repository Contracts

Financials

Asia Pacific Region

Mortgage

Moves records to the correct part of the file plan Default ‘Router’ uses Content Types Can be replaced with a custom router

Enterprise Content Manageme nt

Web Services

SharePoint Documents

Exchange Mail

RM

Enterprise Content Manageme nt

Exchange Server ‘Hub Transport’ Role New role for Exchange Server 2007 All traffic – internal, incoming and outgoing – goes through the Hub Transport.

Managed Folders Special folders setup by Exchange Administrators Exposed to Selected Users – available via Outlook E-mail handling policies for Records Management and Classifications

SharePoint

Exchange Mail

RM

MOSS can’t:

But it can:

Enterprise Content Manageme nt

Define for you your fileplan and taxonomy

• Provide the features to realise them

Define for you your business process

• Provide the features to facilitate them

Define for you your retention and disposal policies

• Provide the features to enforce them

Manage the inevitable cultural change

• Encourage user adoption

Revolutionise you from a basic to sophisticated level overnight

• Provide you a platform for strategic evolution

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Enterprise Search

Information workers need tools to quickly locate relevant information from diverse data sources. Organisations need to protect sensitive information. Desktop Search Find

Windows

Use

Desktop Search Free download

Built-in

Share

Enterprise Search



Find information across the desktop, intranet and Internet



Use information via intuitive, familiar interfaces



Share information among teams and connect people in real-time

People

Internet Search

Integral part of Portal and Content Management Big Investments: Relevance ranking End user search experience Across repositories Manageability and deployment flexibility Revamped platform and infrastructure

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Collaboratio n

Information workers need tools to enable them to work collectively irrespective of any geographical barriers.

Unified Communications

Communications that once were separate become unified E-mail, instant messaging, and Web conferencing are available to people in the context of the work they are doing

Empowering Global Teams with Collaborative Workspaces Teams can easily collaborate by using workspaces that match when, how, and where they are working

DocumentsCalendar Members …

Team Discussions Tasks

Connecting People, Process, and Information Knowledge Network for SharePoint Server 2007

People can quickly find, connect, and interact with the right people, business processes, and enterprise information and data that they need to get their job done

Surveys Contacts

Collaboratio n Relay Server

Partner



Scalable solution simplifies sharing information throughout and across organizations

Disconnected Employee

Sync Employee



 

Rich client designed from the ground up for working online, offline, and across network boundaries Teams and data stay in sync automatically and effortlessly SharePoint integration connects informal projects with structured workflows and applications

Collaboratio n

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Social Networking

“People are key” MySites People Search Colleague Tracking Blogs Community Kit

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Forms & Business Processes

Organisations need tools to define a collection of related structural activities that produce something of value and/or ensure compliance Information workers need tools to enable them to easily undertake these activities providing appropriate inputs and handling the outputs.

Forms Orchestration / workflow

Forms & Business aProcesses

Provide human interaction with the inputs / outputs of business process A ‘business users’ interface into creating an XML document that conforms to an schema Electronic Forms Scalable, securityenhanced, standardsbased data-gathering solution

Browser Compatibility     

Internet Explorer Firefox Netscape Safari HTML enabled mobile devices

 OS Compatibility

The flow of the business process

Forms & Business Processes

Workflow – e.g. Approval, Request Feedback, Translation

Window Workflow Foundation

Workflows in flight are persisted in SharePoint Human workflow interaction via Office Client or SharePoint. Windows Workflow is Out of the box standard patterns re shipped with MOSS 2007great for workflow within an application Custom workflows developers using SharePoint Designer 2007 whereas BizTalk is Complex workflow developers using Visual Studio

Business Process Orchestration and Integration

Biztalk Adapter for SharePoint Libraries

Process Orchestration Adapters Message translation Well proven – high scalable Extensive admin and analytics tools

great for workflow across applications and this is precisely why BizTalk shines in Enterprise Application Integration scenarios

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Integration

Integration using web parts and workflow Common patterns: HTML view / web grabber (screen scrape) Access via API / web services Direct access to database Integration brokers e.g. Biztalk Data View web part

Single-Sign On Credential mapping Web Parts

Lists

Business Data Catalog

Search

Business Data Catalog WS Proxy

BizTalk Server, SAP, Siebel, Legacy, …

Web Service

User Profiles

Custom Apps

Metada ta

ADO. NET

Databas e

SQL Server, Oracle, OLEDB, ODBC

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Information workers need tools to make well informed business decisions and enable competitive advantage. Business Insight Dashboards, KPI web parts Browser based access to spreadsheet functionality Connect to OLAP cubes / SQL 2005 Analysis Services

Drive Business Performance Microsoft

Office PerformancePoint Server 2007

Performance management process through personalized Web-based scorecards Advanced analytic and data visualization capabilities Planning, budgeting and forecasting

Business Intelligence

Portal Project

Business Intelligence

Integration

Enterprise Content Manageme nt

SharePoi nt Platform Services Forms & Business Processes

Enterprise Search

Collaboratio n

Social Networking

Organisations need tools to effectively manage and coordinate work, resources and costs … ranging from one-time projects to complex programs and portfolios across the business. Project Lite

Project

Project Tasks List ... Gantt Chart Issue Tracking List 40 Windows SharePoint Services 3.0 Application Templates including: http://microsoft.com/sharepointapps Project Tracking Workspace (Project Issues. Project Risks, Project Deliverables)

Budgeting and Tracking Multiple Projects (Project Lists, Project Tasks, Project Issues, Project Milestones)

Effectively manage and coordinate work from simple projects to complex programs Manage projects and programs Control resources and finances Time and status reporting

Identify, select, manage, and deliver portfolios that align with their business strategy Manage projects, programs and applications Align portfolios with business strategies Advanced portfolio analytics and optimization

Portal Project

Business Intelligence

Enterprise Content Manageme nt

SharePoint Platform Services

Collaborati on

Extranet

Social Networking

Integration

Forms & Business Processes

Enterprise Search

Enterprise Internet Division

Team Individual

http://markharrison.co.uk/blog

© 2008 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

SharePoin t Platform Services

Architecture Development Deployment

SharePoin t Platform Services

A collection of one or more servers, each performing one or more functions: Web Server Web front end No service or data, just serves out HTML Scale out - Network Load Balanced

Application Server Hosts ‘services’ Scale out depends on services Index server is an exception

Database Server Configuration Content

SharePoint Farm

Web Application Database Servers Servers Servers

Web Front End Shared Services Provider Index Server Query/Search Excel Calculation Server Forms Server Database Server Various topologies from entry-level single machine to business critical high availability scale-out architecture Internet / Extranet / Intranet

SharePoint Farm

SharePoin t Platform Services

Web Application Database Servers Servers Servers

Web Application Database Servers Servers Servers

SharePoint Farm Web Application

Shared Service Provider 1 Shared Service Provider 2

Web Application

Web Application

Config Database

Content Databases

SharePoin t Platform Services

Site Templates define Lists, Document Libraries, Web Parts, Content Types, Metadata, Workflow, etc Site is an instance of a Site Template definition Site Collection is a group of Sites with common administration Sites / subsites are arranged in a hierarchy – typically used for navigation & security Compliant with ASP.Net 2.0 Navigation Provider Model

Over 40 application templates and role based portals templates at http://microsoft.com/sharepointapps

SharePoin t Platform Services

Authentication – identification Windows authentication ASP.NET Membership ASP.NET ships with SQL Server provider MOSS ships with LDAP provider Extensible via custom development

Authorisation - access controls / role based

Personalisation - user profile system Audiences - content targeting

SharePoin t Platform Services

Site Customisation Editing assets with the site’s content database

Code Development Repeatable – reuse across multiple sites Features - Develop / Deploy / Activate Package features as .WSP solution packages

SharePoin t Platform Services

Content Traditional content Documents Lists Forms data Web Content Digital assets

Artifacts CSS Stylesheets Master Pages Page Layouts

Code Web parts Workflows Event handlers Feature receivers Document converters

SharePoin t Platform Services

Very similar to traditional development Use Visual Studio 2005 with VSeWSS Process 1. 2. 3. 4.

5.

Develop on an individual environment (normally Virtual PC 2007) Check-in to Team Foundation Server Package into features/solutions Periodic deployment to shared SharePoint Server integration environment Deployment to production

SharePoin t Platform Services

Use SharePoint Designer 2007 Master pages, page layouts Write No-code workflows Modify CSS files Edit .aspx pages Add script to pages Customise look & feel of Web Parts Write XSLT to customise data rendering

Artifacts are not compiled into assemblies Treated as content, not code Built-in source control via SharePoint document libraries Check-in/out; Versioning

Development staging server

Web Servers

SharePoint Farm

Application Database Servers Servers

SharePoin t Platform Services

Packaged sets of customizations Once installed, administrators can activate or deactivated Can be scoped: Farm Web Application Site Collection Web

Supports dependencies

SharePoin t Platform Services

To get your features and associated files deployed … You could: Manually copy files onto the file system Add web.config entries for assemblies Do IIS reset Repeat, on EVERY web front end! 

Alternatively – use SharePoint Solutions

SharePoint Solution Packages simplifies the distribution of solutions Web Parts Site Definitions Features Custom Workflows Application and Site Pages …

Single file .WSP (.CAB file) Solutions can be:

SharePoin t Platform Services

SharePoint Solution Package Cab .WSP

Feature Manifests Template Files Assemblies

added to the Solution Store of the server farm deployed to site collections upgraded with new versions retracted from site collections removed from the Solution Store

Could re deployed using MSI installer Solution Installer on Codeplex

install delete

Web Servers

SharePoint Farm

WSS Config DB

deploy retrac t

Application Database Servers Servers

SharePoin t Platform Services

Page components for extending the UI Can be inter-connected Can be positioned / dragged & dropped into Web Part Zones Serializes/stores/retrieves personalization data History: Windows SharePoint Services 2.0 (SPS 2003) Designed with its own Web Part infrastructure

ASP.NET 2.0 Designed with newer universal Web Part infrastructure ASP.NET 2.0 does not support WSS v2 Web Parts

Windows SharePoint Services 3.0 (MOSS 2007) Supports WSS V2 style Web Parts Supports ASP.NET 2.0 style Web Parts (preferred)

Create a new class library DLL project

SharePoin t Platform Services

Create a class that inherits from ASP.NET Web Part class Override methods as required (e.g. RenderContents)

Deploy Web Part DLL Compile DLL into \bin directory or GAC Configure DLL in web.config file SafeControl list Web Parts loaded from \bin subject to security restrictions controlled by Code Access Security settings

Import Web Part into a WSS site collection Add Web Part class to Web Part Gallery Add Web Part to zone on a Web Part Page

Use the Visual Studio Extensions for SharePoint or STSDEV (on codeplex)

SharePoin t Platform Services

Silverlight Blueprint for SharePoint http://www.ssblueprints.net/sharepoint

Custom Site Pages

SharePoin t Platform Services

For a specific site collection

Custom Application Pages Across all site collections Located in the _layouts directory Best practise to create a subfolder within this directory

Deploy as “SharePoint Solutions”

SharePoin t Platform Services WSS 3.0 Microsoft.SharePoint.dll

MOSS 2007 Microsoft.Office.Server.dll Microsoft.Office.Server.Publishing.dll Microsoft.Office.Server.Policy.dll Microsoft.Office.Server.Search.dll Microsoft.SharePoint.Portal.dll Microsoft.Office.Workflow.Tasks.dll Microsoft.SharePoint.Publishing.dll Microsoft.SharePoint.Workflow.Actions .dll

• .NET Managed APIs • Web Services • CAML = Collaborative Application Markup Language •Definition of the Sites, Lists and Views •Querying of SharePoint content • Get the Software Development Kits •WSSv3 SDK

SharePoin t Platform Services

Master Page

Publishing feature must be ‘Activated’ ASP.NET 2.0 Master Pages are used to control look and feel of the website Page Layout defines the remainder of the page

Field Controls

Provides consistency for similar types of pages

Field Controls render the content items Three lives : View Mode, Edit mode & Design Time

•

Page Layout FileName

PageLayout

Title

Welcome.aspx

PageLayout.aspx

Welcome To News

Body

Image

Lorem ipsum dolor sit ... /Images/Chair.jpg

‘Pages’ Doc Lib 2.0

CMS Page Rendering

SharePoin t Platform Services

Standard ASP.NET .master .aspx

Master Page ‘placeholder’ controls define where the Page Layout content is position Delegate control – invokes a control defined by a feature Can update master page by feature update

SharePoin t Platform Services

Standard ASP.NET Placeholders define where the Page Layout content is position Delegate control – invokes a control defined by a feature Can update master page by feature update

SharePoin t Platform Services

Use SharePoint Designer to define master pages and page layouts Treated as content - not code SharePoint checkout/in ; approval proceses Stored in the ‘masterpage catalog’ document library

Page Layout is bound to a Content Type Designer UI allows Field Controls for the Content Type to be dragged into the page

Field Controls render the content items

SharePoin t Platform Services

Three lives : View Mode, Edit mode & Design Time

Standard Controls include: Rich Text Editor, Image Controls, Dates, etc

Can create you own custom Field Controls Media Control example in the SDK