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Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 1
Managing the SharePoint Disruption
Dan Holme, MVP, SharePointAuthor, Windows Administration Resource Kit (Microsoft Press)Trainer & Consultant, Microsoft Technologies Consultant, NBC OlympicsContributing Editor, Windows IT Pro magazine (www.windowsitpro.com)
Chief SharePoint Evangelist, AvePointFounding Partner, Aptillon (www.aptillon.com)
@danholmedan.holme@avepoint.comSlides: http://bit.ly/gPH8hn (Case Sensitive)
Dan Holme
MVP: SharePoint Server
Chief SharePoint Evangelist, AvePoint
Consultant, Trainer, AuthorFortune‐caliber business, academic & government
Microsoft Technologies Consultant, NBC Olympics
Director of Training & Consulting, Intelliem
Founding partner, Aptillon
Microsoft PressSharePoint 2010 Training Kit, Technical Specialist Exam 70‐667
SharePoint 2010 Microsoft Official Curriculum course
Windows IT Pro and SharePoint Pro magazineswww.SharePointProMag.com: subscribe to our weekly newsletter!
@danholme
dan.holme@avepoint.com
Download slides from: http://bit.ly/gPH8hn (case sensitive)
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 2
My Realities
Information Technology is burdened withBusiness requirements
Information
Regulations
A technologically‐savvy workforceArmed with powerful devices
Do more with less
Users want to get their job done and will find a way to do it
There’s this thing called SharePoint…
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
SharePoint changes IT (forever)
SharePoint rapidly becomes a mission‐critical content repository
SharePoint becomes the single point of access to content in SharePoint and on external systems
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 3
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
SharePoint changes IT (forever)
SharePoint rapidly becomes a mission‐critical content repository
SharePoint becomes the single point of access to content in SharePoint and on external systems
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
ChallengesDefining SharePoint
Controlling the SharePoint explosion
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 4
DEFINING SHAREPOINT
SharePoint is the business collaboration
platform for the enterprise and the web
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 5
The SharePoint 2007 “Wheel”
CollaborationBusiness
Intelligence
PortalBusinessForms
SearchContentManagement
PlatformServices
Workspaces, Mgmt,Security, Storage,
Topology, Site Model
SharePoint 2010 “Capabilities”
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 6
Workflow
Composite Applications
eForms
Office Tools
Intranet/Extranetor Team Sites
Social Tools
Search
CollaborationTools
Communication Tools
CONTENT REPOSITORY AND ACCESSSOCIAL CONTENT MANAGEMENT
BUSINESS APPLICATIONCAPABILITIES
SharePoint Content Repository
Security
e‐discovery
Records Management
Rights Management
Governance and Compliance
Taxonomy
HORIZONTAL SOLUTIONS
ITProduct Development
Sales& Marketing
HR CustomerService
INDUSTRY SOLUTIONS
HealthcareFinancial Service
Retail ManufacturingGovernment
LOB INTEGRATION
External Content
LOB Systems
SharePoint in the Enterprise Technology Portfolio
Functionality (capabilities – out‐of‐box)Content, document & records management
Business intelligence
Public‐facing web sites
Business process automation (forms, workflows)
Social networking
Applications: Excel/Access/Visio/InfoPath Services, Office Web Apps
Portal (personalization – navigation & presentation)Individual
Team, Department, Business
Enterprise
Platform (extensibility – custom solutions)Security: users & groups, authentication & authorization, auditing
Management: Backup & Restore, Logging, Analytics
Services: search, information architecture, user profiles, analytics, usage
Interoperability: Web services, RSS
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 7
Define SharePoint
Understand that SharePoint is something differentTo every organization
To different parts and audiences within an organization
Guide the conversationUnderstand SharePoint as a business layer tool
SharePoint’s role in the enterprise technology portfolio
Clarify and unify terminology
CONTROLLING THE SHAREPOINTEXPLOSION
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 8
Control the SharePoint explosion
Design and implement SharePoint as a platform first
Deploy a limited number of point solutions
Present a clear roadmap for evolution of SharePointService delivery
Solution deployment
TRANSFORMING IT
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 9
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
SharePoint changes IT (forever)
SharePoint rapidly becomes a mission‐critical content repository
SharePoint becomes the single point of access to content in SharePoint and on external systems
SharePoint Trends
SharePoint changes IT (forever)
ChallengesInformation Technology is dead
SharePoint is something wholly different
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 10
SharePoint
SharePoint Foundation
SharePoint Server (Standard features)ECM, WCM, search, social, wiki, portal
SharePoint Server (Enterprise Features)Business process automation, business intelligence, Access Services
Platform Microsoft and ISV Custom Solutions
Identity Services
Windows Server
.NET Framework
IIS
SharePoint Foundation
SQL Server
SharePoint ServerEnterprise CALStandard CAL
SharePoint Is…
1980s – 2000sInformation Management
Electronic information
Personal computers
Operating systems
Applications
Managing devices & information
2010sGetting work done
Ubiquitous access to information from multiple (and personal) devices
User 2.0
Solutions: Apps
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 11
IT in the 2010s
Information Technology is dead
Welcome to the age of
IT must become a business solutions functionUnderstand the business
Understand the technologies
Align the two
Innovation Technology
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
SharePoint changes IT (forever)
SharePoint rapidly becomes a mission‐critical content repository
SharePoint becomes the single point of access to content in SharePoint and on external systems
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 12
MIGRATE CONTENT
Migrate content to SharePoint
Trend:
SharePoint rapidly becomes a mission‐critical content repository
Challenge:
Migrate content from legacy platforms
Maintain access controls and metadata
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 13
Migrate content to SharePoint
Approaches:
ManualResource intensive
Align legacy content & solutions to SharePoint and current business
Third party migration toolMap users, groups, permissions, and metadata
Expose content on external system in SharePointEliminate migration entirely
Transition to migration
Leverage capabilities of external system
SharePoint Trends
SharePoint becomes the preferred platform forCollaboration
Delivering enterprise solutions
Developing or exposing line‐of‐business applications
SharePoint changes IT (forever)
SharePoint rapidly becomes a mission‐critical content repository
SharePoint becomes the single point of access to content in SharePoint and on external systems
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 14
ARCHITECT A SERVICE PLATFORM
Architect a Service Platform
Trend:
SharePoint becomes the single point of access to content in SharePoint and on external systems
Considerations:
Systems on which content and solutions live
Content characteristics
Information management requirements
Users who require access to content
Locations from which users access content
Devices with which users access content
Connectivity over which users access content
Usage requirements and patterns
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 15
Architect a Service Platform
Technical considerationsSQL: SharePoint – SQL requires very low latency
Geo‐distribution of SharePoint servicesWorkarounds
Multiple farms
SharePoint Foundation
Cloud
Manage a distributed SharePoint service
Service managementWindows PowerShell
Administration solutions (third party)
Branding, solution & content managementContent replication solutions (third‐party)
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 16
Workflow
Composite Applications
eForms
Office Tools
Intranet/Extranetor Team Sites
Social Tools
Search
CollaborationTools
Communication Tools
CONTENT REPOSITORY AND ACCESSSOCIAL CONTENT MANAGEMENT
BUSINESS APPLICATIONCAPABILITIES
SharePoint Content Repository
Security
e‐discovery
Records Management
Rights Management
Governance and Compliance
Taxonomy
HORIZONTAL SOLUTIONS
ITProduct Development
Sales& Marketing
HR CustomerService
INDUSTRY SOLUTIONS
HealthcareFinancial Service
Retail ManufacturingGovernment
LOB INTEGRATION
External Content
LOB Systems
DESIGNING GOVERNANCE
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 17
Information Architecture Information Management≠
Information Architecture vs. ManagementInformation Architecture
Organize and describe contentMetadata
Structure
Relationships
InputsKnowledge Management team
Librarians
Content owners
Subject matter experts (SMEs)
OutcomesSite structure (navigation)
Taxonomy
Search
Targeting (audiences)
Information Management
Manage the content itselfAccess levels (permissions)
Lifecycle
Storage
InputsInformation management policies
IT usage policies
Regulatory environment
SLAs
OutcomesAccess levels
Records management
Compliance
Performance
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 18
Information Architecture
SharePoint
http://intranet
HR Finance
pExpense Reportsy g
Vacation & Sick Day Tracking
Financial Performance
Benefits
Information Management
FARM
http://teams
Site Collection
HR
Site Collection
Engineering
Site Collection
Finance
http://intranet
Site Collection
/
HRHR EngineeringEngineering FinanceFinance
Site Collection
Expense Reports
http://apps
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 19
FARM
http://teams
Site Collection
HR
Site Collection
Engineering
Site Collection
Finance
http://intranet
Site Collection
/
HRHR EngineeringEngineering FinanceFinance
Site Collection
Expense Reports
http://apps
SharePoint
http://intranet
HR Finance
pExpense Reportsy g
Vacation & Sick Day Tracking
Financial Performance
Benefits
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 20
Information ManagementWhat business solutions are provided by your service?
What categories (classes, types) of information are involved?
What are the characteristics each class of information?
How is each class of information managed?
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 21
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 22
Web Application
Site Collection
Top‐Level Site
Subsite Subsite
CONTENT DATABASE
Management Controls and Scopes
Zone
FARM
Service Application
List or Library
[Folder]
Item or Document
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 23
Intranet
FARM
http://intranet
HR FinanceProject
Management
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 24
Intranet
FARM
http://intranet
HR FinanceProject
Management
http://projectmgt
Intranet
FARM
http://intranet
HR Finance
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 25
Team Collaboration
FARM
http://teams
HR FinanceBenefits
http://intranet
HR Finance
Management controls scoped to web appsThe server(s) that serve a web application
DNS and load balancers point to specific server(s) for specific web apps
SharePoint Designer controlse.g. allow using SPD to change master pages and page layouts
Application pool
Self‐service site creation, automatic deletion of unused sites
Classic Mode or Claims Based Authentication
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 26
FARM
Intranet and Team Collaboration
http://intranet
HR Finance Project Management
http://projectmgthttp://teams
HR FinanceBenefits
Example: Client Collaboration
FARM
http://clients
Client A
https://clientextranet(zone)
Client B
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 27
Management controls scoped to zonesSSL
Authentication providers
Anonymous access
Anonymous policy
User policy
Web Applications
FARM
http://teams
HR FinanceBenefits
http://intranet
HR FinanceEngineering …
http://projectmgthttp://clients
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 28
The Great Divide
Granular control of governance more “containers”Web applications
Site collections
Content databases
Out‐of‐box features scoped to a single site collectionNavigation
Add a subsite, navigation links created automatically
Content managementSite columns and content types apply to a subsite
AdministrationAudit reports pull audit information from an entire site collection
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 29
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 30
“Behind the scenes”
FARM
http://teams
Site Collection
HR
Site Collection
Engineering
Site Collection
Finance
http://intranet
Site Collection
/
HRHR EngineeringEngineering FinanceFinance
Site Collection
Expense Reports
http://apps
Presentation to the user
SharePoint
http://intranet
HR Finance
pExpense Reportsy g
Vacation & Sick Day Tracking
Financial Performance
Benefits
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 31
Overlay Information ArchitectureNavigation
Manually‐configured Quick Launch and top link bar (global navigation)
Custom link lists (advantage: security trimmed)
Custom or third‐party navigation controls
SPXmlContentMapProvider
Navigation
FARM
http://teams
Site Collection
HR
Site Collection
Engineering
Site Collection
Finance
http://intranet
Site Collection
/
HRHR EngineeringEngineering FinanceFinance
Site Collection
Expense Reports
http://apps
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 32
Presentation to the user
SharePoint
http://intranet
HR Finance
pExpense Reportsy g
Vacation & Sick Day Tracking
Financial Performance
Benefits
Overlay Information ArchitectureNavigation
Manually‐configured Quick Launch and top link bar (global navigation)
Custom link lists (advantage: security trimmed)
Custom or third‐party navigation controls
SPXmlContentMapProvider
Content roll‐up
Search
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 33
Administration
FARM
http://teams
Site Collection
HR
Site Collection
Engineering
Site Collection
Finance
http://intranet
Site Collection
/
HRHR EngineeringEngineering FinanceFinance
Site Collection
Expense Reports
http://apps
Overlay AdministrationAdministration “single pane of glass” across
Site collections
Web applications
Farms
For…Manage access, audit, manage groups
Deploy content
PowerShell
Third‐party administration toolsAvePoint
Axceler
Quest
Others…
Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 34
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Dan Holmedan.holme@intelliem.com
Best Practices ConferenceFebruary 2011
© 2011 Intelliem, Inc. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks of Microsoft Corporation in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Intelliem, Inc. as of the date of this presentation. Because Intelliem must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Intelliem, and Intelliem cannot guarantee the accuracy of any information provided after the date of this presentation. INTELLIEM MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. 35
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