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Building Enterprise Applications and Products on SharePoint Danny Ryan, [email protected] Tommy Ryan, [email protected]

Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, [email protected] Tommy Ryan, [email protected]

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Page 1: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Building Enterprise Applications

and Products on SharePointDanny Ryan, [email protected]

Tommy Ryan, [email protected]

Page 2: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• 1:00-1:30pm - Registration and Welcome

• 1:30-2:45pm - Sprint 1 – Workflow, Platform Services, MS Office Integration and Business Intelligence

• 2:45-3:00pm - Break and Refreshments

• 3:00-4:00pm – Sprint 2 – SharePoint Security, Communities and Collaboration, Enterprise Content Management and Enterprise Search

• Summary and Call to Action

Page 3: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Page 4: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Seminar Purpose / Goals

• Follow up to the ―Now You Can‖ and ―Next Level‖ Seminars –Show and Share how you can

build enterprise applications and products on SharePoint

• Share more about how companies are taking advantage

of SharePoint as an enterprise application and product platform

Page 5: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Seminar Purpose/Goals

• Business value focus – We have a more technical series of seminars

• Build a good foundation on SharePoint technologies and

Agile fundamentals to understand more about the

ThreeWill approach

Page 6: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

About this material

• Focus is building and integrating

on SharePoint in the following 8

areas -

• Sprint 1 will focus on topics related

to building on top of SharePoint,

Sprint 2 will focus on topics related

to SharePoint integration

Page 7: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

What is your experience with SharePoint?

1. No experience, here want to learn more

2. Some recent experience with SharePoint (ex, currently using for Intranet)

3. Years of experience with SharePoint

4. Using SharePoint extensively (for Enterprise

Applications, as Product for ISVs)

Page 8: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

SharePoint Basics

• WSS v3

– Windows SharePoint Services

– Free with Windows Server 2003

• MOSS 2007

– Microsoft Office SharePoint Server

– Extends WSS v3

– Standard and Enterprise licenses

Page 9: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management

―lite‖, Outlook integration, offline docs/lists

Enterprise Portal template, Site

Directory, My Sites, social networking,

privacy control

Enterprise scalability,

contextual relevance, rich

people and business data

search

Rich and Web forms based front-ends, LOB actions, pluggable SSO

Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards

Integrated document management, records management, and Web content management with policies and workflow

BusinessIntelligence

BusinessForms

SearchContent

Management

Collaboration

Portal

PlatformServices

Workspaces, Mgmt,

Security, Storage,

Topology, Site Model

The ―MOSS Pie‖

Page 10: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

We ―slice‖ it up this way…

1. Business Apps and Workflow

2. Single Platform3. Microsoft Office

Integration4. Business Intelligence

5. SharePoint Security6. Communities and

Collaboration7. Enterprise Content

Management8. Enterprise Search

Page 11: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Operating System Services

Database Services Search Services Workflow Services

ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, etc.

Applications & Services

Collaboration

Doc Collab, Wikis

Discussions, Blogs

Contacts/Cals/Tasks

E-Mail Integration

Outlook Integration

Project Mgmt ―Lite‖Offline Lists/Docs

Content Mgmt

Authoring

Workflow

Web Publishing

Document Mgmt

Records Mgmt

Policies

Multi-Language

Portal

Intranet Template

News, Site Dir

My Sites

People Finding

Social Networking

Privacy

Search

Search Center

Relevance

Biz Data Search

Metadata

Customizable UX

Extensibility

Biz Processes

Rich/Web Forms

Self-Service Forms

Real-time Data Val.

LOB Integration

LOB Actions

Pluggable SSO

BI

Excel Services

Report Center

Dashboards/KPIs

Biz Data WPs

Biz Data in Lists

SQL RS/AS Integ.

SharePoint Functional Architecture

Platform Services

Storage

Repository

Metadata

Versioning

Backup/Recycle Bin

Indexing/Search

Security

vServer Policies

Pluggable AuthN

Folder/Item Level

Rights Trimmed UI

Management

Admin UX

Delegation

Provisioning

Monitoring

Deployment

Migration

Config Mgmt

Farm Services

Feature Policy

Extranet Support

Site Model

Templates

Rendering

Navigation

Consistent UX

Extensibility

Forms/Fields

OM and SOAP

Event Handlers

Migration APIs

Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Single Sign-on Service)

Page 12: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Desktop Productivity

Enterprise

AppsERP

CRMRelational

Database

Office Applications

• Coordination & knowledge sharing is difficult• Business apps are hard to access

• Can’t find information or people• Content is out of date & poorly managed• Too much paper and manual process• Poor data visibility

Structured

Unstructured

Unstructured WorkUnstructured

The Productivity Gap

Page 14: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Momentum – Internet Sites

www.kroger.comwww.energizer.com

www.microsoft.com

And of course…www.threewill.com

Good list at www.wssdemo.com

Page 15: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

What The Industry Is Saying

"If collaboration and file sharing is on your mind, SharePoint Server and its integration with Office 2007 are impressive.

. . . the ability to create dynamic sites – and for users to benefit from these tools and create their own My Site pages – is extraordinary.‖

"In 2007, the marketing associated with the launch

of Microsoft Excel Services as part of Office 2007

will create the biggest news in the BI market.‖

―SharePoint Server 2007 is an (Able) Jack of All Trades. .

Most importantly – and the reason for which

eWEEK Labs has given the platform an Analyst's Choice award—SharePoint Server 2007 is the

best product we've seen for getting a capable and

feature-rich enterprise Web platform up and

running quickly.―

Top 5 Web Application

DevelopmentsOf the Year

"But getting lost a bit in the noise and hype is one

Microsoft product release that, in the long run,

may end up being the most important, especially

on the enterprise side. And that product is Microsoft SharePoint Server 2007.

. . . And based on my tests so far, I am impressed.‖

Page 16: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Page 17: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 Planning

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 18: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Demo Overview

Part 1 - Office 2007 Integration with

line of business data/information

Part 2 - Workflow Foundation for

centralized process management /

SharePoint 2007 for consolidated

views/dashboarding

Part 3 - Windows Presentation

Foundation/ Virtual Earth for

immersive experience and

visualizing large data sets for better

decision making

Page 19: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Scenario

• Real Estate Manager making a decision about whether to renew or terminate a lease

– Electronics Store currently located

on Market Street in downtown San

Francisco

– Have options for other available

locations to re-locate the store to

more desirable site

Page 20: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Part 2 – Business Applications and

Workflow; Single Platform

Part 1 – MS Office Integration (aka OBA’s or

Office Business Applications)

Part 3 – Business Intelligence

Build on SharePoint Demo

Page 21: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 –Build on SharePoint

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 22: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Business Applications and Workflow

• Workflows– People centric workflow out-of-the-

box– Built on a rich platform – Windows

Workflow Foundation– Integrates with structured business

processes

• Business Data Catalog– Out-of-the-box connectors: SAP,

Siebel, Dynamics

• Forms – InfoPath ―client‖

Page 23: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Workflow Options

• Lightweight Events Handlers

• Out of the Box Workflows

• SharePoint Designer

• VS.NET Workflows

Page 24: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Application Templates• Basic configuration for common processes and

workgroup tasks

• Starting point for deeper solutions and business impact:– Human Resources– Operations / IT– Business Management / Finance– Sales / Marketing– Project Tracking / Product Mgmt

– Specialized / Verticals

Page 25: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Business Applications User Interface Options

• Web Part Framework (including Personalization)

• Custom Lists

• ASPX forms

• Office Applications (more in a

bit)

• Other technologies including

AJAX, Silverlight

Page 26: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

What are Web Parts?

• Vital way to customize and extend SharePoint

• Create user interface elements

• Web Parts support

– Customization - changes made to the web part can be seen by all site members

– Personalization – changes will only be seen by the user that made the changes

• Easy and powerful way to extend SharePoint

Page 27: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Web Part Pages

Web Part Page

Web Zone

Web Zone Web Zone

Web Part

Web Part

Web Part

Web Part

Page 28: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 –Build on SharePoint

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 29: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Platform Improvements

• User Experience– Improvements to usability, navigation,

and customization– Outlook offline support

• Platform Improvements– ASP.NET 2 - Web parts, master

pages, and pluggable authentication

– Customization enhancements –Templates and feature extensibility

– Windows Workflow Foundation– List enhancements – Scale, content

types, and versioning

Page 30: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Platform Improvements

• Manageability

– Improved backup\restore including

recycle bin and VSS support

– Extranet deployment

– Full and side-by-side upgrade

• Security

– Folder and item-level security

– Interface trimming based on role

Page 31: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 32: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 –Build on SharePoint

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 33: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 34: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Office 2007 Client Integration vs. Office 2003

Integrated client/server capability 2003 Client 2007 Client

Enterprise Content ManagementContent Management process integrated into client

PowerPoint Slide LibrariesPublish slides for central storage, reuse and change notification

Excel ServicesPublish spreadsheets for server hosting, web viewing and component access control

Electronic FormsPublish e-forms for e-mail and browser based form completion

Access / SharePoint IntegrationHost Access data on SharePoint sites, use either browser or Access client to work with data

Outlook / SharePoint IntegrationBi-directional sync of calendars, tasks, and contacts. Offline access to document libraries.

Groove / SharePoint IntegrationDirect synchronization between Groove workspaces and SharePoint document libraries

Outlook / Exchange 2007 UtilizationUnified communications, Managed folders, Scheduling enhancement and more.

Page 35: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

The Work Of Business

CreateLead Qualified?

RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

CRM ERP

Page 36: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

CreateLead Qualified?

RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

CRM ERP

―Real World‖ Information Work

Get

specs

from

customer

Validate

specs with

Tech

Sales

Estimate

custom

design

Cost out

the

solution

Decide

discount

strategy

Assemble

proposed

response

Approve

proposed

response

Unstructured

Page 37: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

CreateLead Qualified?

RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

Get

specs

from

customer

Validate

specs with

Tech

Sales Cost out

the

solution

Decide

discount

strategy

Assemble

proposed

response

Approve

proposed

response

Structured

Estimate

custom

designUnstructured

―Real World‖ Applications

Office Business Applications

―Classic‖ Enterprise Applications

Office SharePoint Server

Word Excel Outlook InfoPath

Page 38: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 –Build on SharePoint

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 39: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Business Intelligence

• The glue for ―BI for the Masses‖• Delivers in-context BI

• From KPIs to Reports to Dashboards

• Key technologies– Excel Services

– Report Center– KPIs and KPI Lists – Business Data Catalog

– ODC Library

Page 40: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Excel Web Access Reporting

• Excel Data Connections

• Read-Only

• Pivot Tables

• Charting

Page 41: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 –Build on SharePoint

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 42: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Example #1 –Build on SharePoint

Client Profile Scenario Technologies

Used

Key

Benefit(s)

Leading

integrated

supplier of

Lottery

Services

Ability to

leverage

SharePoint

as a

development platform for

several web

based

product lines

• WSS v3.0

• Virtual Earth

• Ajax

• Advanced

Web Part

Development

• Extensible

content

platform from

day one

• Ability to

target UI to

audience

Page 43: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Single Platform for WCM

Page 44: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Rich Business Intelligence / Reporting

Page 45: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Custom Web Parts

Page 46: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Example #2 –Build on SharePoint

Client Profile Scenario Technologies

Used

Key Benefit(s)

Group of

Leading

Entertainment

Network

Companies

Custom Video

Player solution

(packaged

branded site

pages which

presented

searchable

Video List

as thumbnail

images with

custom ―pop up‖ video description)

• WSS v3

• Custom Web

Part with

Custom List

View

• Java Applet

• Windows

Media Services

• All company

videos are

searchable and

viewable through

their intranet

• Large video files

( 800+ MB) are

uploaded and

managed by

SharePoint

• Allows custom

branding to be

applied for each

deployment

Page 47: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 48: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 1 – Review

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Page 49: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Page 50: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Page 51: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 – Planning

• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 52: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Demo Scenario

• Show integration of best of breed enterprise wiki product with SharePoint

• SharePoint Team Blog Post

• Key Technologies involved –– Microsoft Office SharePoint Server

2007

• Key Benefit – Product adoption for enterprise clients

Page 53: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Part 1 -Single Sign On / Administration / Features

Page 54: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Part 2 - Content Embedding

Page 55: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Part 3 - Search Integration

Page 56: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Part 2 – Communities & Collaboration and Enterprise Content

Management

Integrate with SharePoint Demo

Part 1 – SharePoint Security and Single Sign On

Part 3 – Enterprise Search

Page 57: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 –Integrate with SharePoint• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 58: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

SharePoint Security

• Website and Security Framework

• A common site framework for all

types of sites: intranet, extranet and

Internet

• Built-in Security

• Authentication

• Authorization

• Extensibility

Page 59: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

SharePoint Security

• Inheriting security

• List-level security

• Item-level security through code

• Forms-based Authentication

• Single Sign-On

Page 60: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

SharePoint Security

Page 61: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 62: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

SharePoint Security

• Clicking on the link below (in the web part)

takes you to the screen at the bottom of the

page.

Page 63: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 –Integrate with SharePoint• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 64: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Multi-Dimensional Collaboration

Page 65: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Collaboration Enhancements

• Wikis and blogs

• Improved surveys, email and

discussions

• People and Groups: Distribution lists generated at site creation

Page 66: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Collaboration Enhancements

• Core Collaboration and Document Life Cycle– Tracking and project management tasks

in charts

– Detailed major/minor versions

– Required check out for edits

– Document library improvements

• Anywhere access– Outlook integration: Two-way sync for

contacts, tasks, and calendars

– Keeping informed: Search, alerts, RSS, and task notifications

– Mobility: mobile enabled lists

Page 67: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 –Integrate with SharePoint• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 68: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Managing Data/ Documents

• Managing– Lists

– Views

– Content Types

• Import through Access

• Windows Explorer view of documents

• Datasheets

• Centralized Data

Page 69: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Key SharePoint ECM Features

• Reach Office integration

• Document Management

• Record Management, Policy and Compliance

Page 70: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Key SharePoint ECM Features

• Web Content Management– Designed for Internet and Published Sites

– New Web and Word Authoring capabilities

– New Content Deployment and Publishing tools

• Workflow and Approval– Out of box multi-stage Serial and Parallel

document workflows

– Integrated with email and Office 2007 desktop applications

– Customizable through Windows Workflow Foundation

Page 71: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Built-in Publishing

– Default/custom page layouts

– Check-out/check-in

– Versioning

– Approval

– Publish

Page 72: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Standard MOSS Templates

Page 73: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Custom Site Templates

Page 74: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Standard Publishing Page Layouts

Page 75: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Custom Page Templates

Page 76: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Page Templates

Page 77: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Site Actions

• The following ―Site Actions‖ are available on a ―Publishing‖ site

Page 78: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Enterprise Content Management

Page 79: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Content Approval

Page 80: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Content Type Design

• Hierarchical

• Inheritable

• Integrated with

Document

Information Panels

• Custom Document

Templates

• Automatic Updates

• Workflow

Integration

Page 81: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 –Integrate with SharePoint• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 82: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Enterprise Search

• Searching your

– SharePoint sites

– People

– File shares

– Web sites

– BDC

– Improve individual and organizational

productivity by instantly connecting

people with the right information and

people while they work

Page 83: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Enterprise Search

Team

Division

Enterprise

Extranet

Internet Presence

The Individual

Search When And

Where You Need To

Page 84: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Find Content Scattered Throughout the Enterprise

• Find a spreadsheet located on a file share

• Get a set of relevant links when looking for a specific PowerPoint presentation

• Find a customer profile from your SAP system

• Make enterprise search available in Word by adding the web service to your Research Pane

Scenario ExamplesSearch all your files and websites• Out-of-the-box ability to search files on

shares and all websites

• Extensible to include all types of files

• Extensible to custom repositories

Search over all business data • Orders, customers, products, discussions,

employee data, colleagues, etc.

• SAP, Siebel, custom repositories, etc.

Readily available to other applications• Search XML Web Service

Best relevance and user experience• Great relevance based on MSR algorithms

• Duplicate collapsing

• Query-hit highlighting and query correction

Page 85: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

WSS vs. MOSS Search

• WSS– Single site collection

– Limited Scopes

– IFilters

– Duplicate Collapsing

• MOSSContent• Other Site Collections• People• Web Sites• Exchange Public Folders• File Shares• BDC• Custom

Features• Search Site Template• Custom Scopes• Managed Properties• Best Bets• Usage Reporting• Query & Admin API• Extending Search…

– Search-based Alerts

– RSS from Result Set

– Query API

Page 86: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Search Concepts/Terms

• Search Scopes

• People Search

• Advanced

Search

• Best Bests

• Search Web Parts

• Security Trimmed Results

Page 87: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Search Concepts/Terms

• Content Sources

• Crawl Rules

• Crawl Logs

• Managed Properties

Page 88: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 –Integrate with SharePoint• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 89: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Example #1-Integrate with SharePoint

Client

Profile

Scenario Technologies

Used

Key Benefits

Leading

provider of

scalable

audio mining

and speech

analytic

software

The need to

seamlessly

integrate with

SharePoint the

initiation of

searches and

search results

produced by

Third Party

Search Engine

• Document

Library Event

Handlers

• Web Part

Development

• Third Party

search technology

integrated with

SharePoint search

screens

• Integration of

relevant audio

content

• Third Party

Search engine

crawl initiated

when adding audio

documents

Page 90: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Example #2 –Integrate with SharePoint

Client Profile Scenario Technologies

Used

Key Benefits

Leading Agile

Development

Tool ISV

Need to

create a

community

portal that

allows for product

knowledge

sharing

• WSS v3.0 • Understanding

of SharePoint

Technologies

• Ease of use, search and

updating

• Integration with

Google Groups

Page 91: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 92: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com
Page 93: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Example #3 –Integrate with SharePoint

Client

Profile

Scenario Technologies

Used

Key Benefits

Leading

Community

Services

Organization

Need to

create online

communities

for

knowledge sharing and

collaboration

• MOSS 2007

• Forms

Based

Authentication

• Site

Definitions

and Page

Templates

• Ease of

administration

and content

management

• Synchronized

authentication

store

• Templates that allow provisioning

sites in the future

Page 94: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Sprint 2 – Review

• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Page 95: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Page 96: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Seminar Survey

Before we wrap up with a summary and a word from our sponsor please complete and

return seminar survey for a chance to win giveaways

Page 97: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

What are you taking away from today’s presentation?

Retrospective

Page 98: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

ThreeWill Overview• Microsoft Gold Certified Partner based out of

Alpharetta, Georgia.

• Focus area is building custom collaborative solutions on SharePoint 2007

– Certified in Microsoft's Information Worker, Custom

Development Solutions, and Business Process and Integration competencies.

• All our consultants are Microsoft certified

– Average 10 + years of experience

• We are ranked in the top 5% of Microsoft partners based on an independent survey

We believe the key to succeeding on projects relies on the right combination of people, process, and

technology. Our company name, ThreeWill, comes from this philosophy.

Page 99: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

ThreeWill Project ApproachSmall focused project teams of 3 to 4 people to Plan, Design,

Develop, Migrate and Deploy (train as required). Iterative Phased Approach with output at the end of each phase.

Project Planning

• Average duration is 2 weeks

• Initial project scope is set and feature sets are defined with priority

• Checkpoint is agreement of high level estimate and Iteration 1 plan

Iteration

• Average duration is 2 weeks per Iteration

• Average number of Iterations is 4

• Working software at the end of each Iteration

Transition

• Average duration is 2 weeks• Final product is delivered and transitioned

Page 100: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Process Overview

PRODUCT

BACKLOG

SPRINT

BACKLOG 24

HOURS

2 WEEKS

POTENTIALLY

SHIPPABLE

PRODUCT

INCREMENT

SPRINT

Page 101: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Why Agile?

• Allows the team to focus on delivering the highest business value in the shortest time

• Rapid and repeated inspection of actual working product every two weeks

• Business (client) sets the priorities. Teams self-organize to determine the best way to deliver the highest priority features

• Every two weeks anyone can see real working product and decide to release it as is or continue to build it through another sprint

Page 102: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Project Types

• Custom SharePoint Development Projects – 2 to 3 month engagements with 2 to 3

team members, average of 200K investment

• QuickStart Project – 3 week projects with 2 team members,

30K investment

• Mentoring Consulting Project

Page 103: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Call to Action

• Request a Free SharePoint

Assessment –http://www.threewill.com/assessment/

• Find out more about our SharePoint

QuickStart program –http://www.threewill.com/quickstart/

– 3 week engagement

– 2 team members

– 30K investment

Page 104: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Other Next Steps

• Visit our homepage –www.threewill.com

• Visit the ThreeWill blog –www.worktogetherbetter.com

• Visit our technical blog –www.implementingsharepoint.com

• Upcoming Seminars –http://www.threewill.com/events/

• Subscribe to ThreeWill Newsletter –http://www.threewill.com/newsletter/

• Free video on Exploring SharePoint 2007 –http://www.threewill.com/video/

Page 105: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Other Next Steps

• Visit our SharePoint Resource Guide –http://www.wssresourceguide.com

• Visit our SharePoint Showcase Site (featuring the SharePoint

Application Templates)http://www.sharepointshowcase.com

Page 106: Building Enterprise Applications and Products on SharePoint · Building Enterprise Applications and Products on SharePoint Danny Ryan, dryan@threewill.com Tommy Ryan, tryan@threewill.com

Giveaway Drawing

And the winner is…