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