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Platform Extension Model for SharePoint Products and Technologies SPDEV263 Michael Herman Solution Architect, Envision IT

Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

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Page 1: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Platform Extension Model for

SharePoint Products and

Technologies

SPDEV263

Michael HermanSolution Architect, Envision IT

Page 2: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

About ME…Michael Herman Envision IT / Parallelspace Corp

http://www.envisionit.com

[email protected]

SharePoint Solution Architect– SP Product Group Alumni

• SPS 2001, SPS 2003, MOSS 2007

– Mindsharp Developer Instructor

Cattle Rancher

Page 3: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Typical Scenario

I can’t seem to do what I want to do the way I want to do it.

The SharePoint World appears flat (with edges). I worry about falling off the edge.

Too often developers create custom web pages or entire applications rather than building composable applications on top of SharePoint with platform extensions if needed

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Page 4: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Abstract

The goal of the Platform Extension Model for SharePoint Products and Technologies is to:

Help application architects and project planners understand how best to:

Map their solution requirements with the in-the-box features of the SharePoint platform to

Minimize the amount of custom coding and maximize the amount of solution development through configuration (solution composability).

Page 5: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Background

Real Customer Experience Customers tended to have the same problems and ask the

same questions– Lots of “how to” but weren’t being provided with a clear architectural

view of the product that would enable them to “think for themselves

SharePoint Connections Spring 2008 Talk– Positive reception for the “Platform Extension” concept

Microsoft is becoming more prescriptive about SharePoint Application Lifecycle Management Patterns and Practices Guidance http://www.microsoft.com/spg http://www.codeplex.com/spg

Page 6: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Goal

To give you a set of best practices for conceptualizing, architecting, developing and deploying a custom business solution using Microsoft SharePoint

Who is “you”?

Focus: Solution Architects and Project Planners

Also: Business Analysts, Developers, Graphics Designers and Project Sponsors

Page 7: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Definitions

Customization

User modifications made using

– SharePoint web user interface (without writing code)

– SharePoint Designer

Customizations live in a content database

Development

Creating platform extensions in the “12” folder

Developers use

– XML Configuration

– Visual Studio code7

Page 8: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Definitions

Platform Extension

Related components created in the “12” folder

Created using Development (vs. Customization)

Extend the Domain of Composable Solutions that can be created using Customization

Platform Extension Model

Model for applying Platform Extensions across the entire scope of a SharePoint solution

– End-to-end SharePoint Solution Lifecycle8

Page 9: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Problem Statement

How to extend a particular SharePoint deployment (platform) in a way that:

Increases 1) range of customizations and 2) domain of composable applications

Minimizes 1) gap between solution requirements and solution implementation and 2) required custom development

Bottom Line: How to use platform extensions to create your organization’s “own version” of Office SharePoint Server? 9

Page 10: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

More Definitions

Application Lifecycle Management● Develop● Deploy● Customize● Upgrade (Support)● Strong interdependencies will affect the specific

approaches you should choose

Template (Definition)● Named set of reusable customizations (cookie cutter)● Lists/Document Libraries, Web Sites, Content Types,

Workflows

Page 11: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

SharePoint ITB Platform Components

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Page 12: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

SharePoint ITB Component Categories

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Page 13: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Add Solution Requirements

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Page 14: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Map a Requirement to ITB Comps

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Page 15: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Map Requirement to ITB Components

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Page 16: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Map Requirement to ITB Components

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Page 17: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Map Requirement to ITB Components

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Page 18: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Map Remaining Requirements

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Page 19: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Unique Solution Requirements?

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Page 20: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Well Chosen Platform Extensions

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Page 21: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

More Composable Applications

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Page 22: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Simple Extensions Not Enough?

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Page 23: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

SharePoint Designer Customizations

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Page 24: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Visual Studio Custom Development

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Page 25: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Platform Extensions

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Page 26: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Parallelspace Platform

Extensions Project

Templates for Visual Studio

Page 27: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Case Study 1

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Page 28: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Case Study 2

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Page 29: Best Practices Conference Presentation - Platform ... · SharePoint Connections Spring 2008 Talk ... –SharePoint web user interface (without writing code) –SharePoint Designer

Thank you for attending!

Please fill out your evaluation and turn it in on the back table!