MSG315: Building An SPS MSG315: Building An SPS Provisioning SolutionProvisioning Solution RapPort: Rapid Portal “In-A-Box”RapPort: Rapid Portal “In-A-Box”

Jim BoyleJim BoyleGroup Program ManagerGroup Program ManagerKnowledge Management ITKnowledge Management ITMicrosoft CorporationMicrosoft Corporation

AgendaAgenda

MissionMission Business problem and Business problem and

proposed solutionproposed solution DemoDemo RapPort functionality and value-addRapPort functionality and value-add Technical detailsTechnical details Lessons learnedLessons learned

Knowledge Management IT Knowledge Management IT (KMIT) Mission(KMIT) Mission Drive creation of KM and collaboration Drive creation of KM and collaboration

solutions on emerging Microsoft solutions on emerging Microsoft technologiestechnologies

Solve real business and user problemsSolve real business and user problems And serve as a compelling showcase for And serve as a compelling showcase for

the enabling technologiesthe enabling technologies SharePointSharePoint™™ Portal Server Portal Server Exchange 2000Exchange 2000 MicrosoftMicrosoft®® Office XP Office XP

Issues With Today’s SitesIssues With Today’s Sites

Time Consuming to CreateTime Consuming to Create Example Microsoft Intranet site: Example Microsoft Intranet site:

15 calendar wks, 5 MS effort wks, $38K contractor15 calendar wks, 5 MS effort wks, $38K contractor

Doesn’t map to day-to-day workDoesn’t map to day-to-day work Web site is used to publish end result Web site is used to publish end result

(oft forgotten)(oft forgotten)

Hard to MaintainHard to Maintain Mostly manual processes; No / limited tools Mostly manual processes; No / limited tools

Re-OrganizationRe-Organization Time consuming, manual processes when sites are Time consuming, manual processes when sites are

re-organized to match business; often abandonedre-organized to match business; often abandoned

RapPort Target ScenariosRapPort Target Scenarios

Business OwnerBusiness Owner Rapidly Creating New Collaborative SitesRapidly Creating New Collaborative Sites Restructuring SitesRestructuring Sites

End UsersEnd Users Access to all work-related info in one placeAccess to all work-related info in one place Keeping Site CurrentKeeping Site Current

RapPort Setup And RapPort Setup And Resulting SitesResulting Sites

Request SubmissionRequest Submission AutoSetup LogAutoSetup Log Resulting SiteResulting Site Configuring the SiteConfiguring the Site Actual Sites Actual Sites

Why SharePoint Why SharePoint Portal Server?Portal Server? Easy-to-use document managementEasy-to-use document management

Document profiles, check Document profiles, check in/out, versioningin/out, versioning

Out of Box collaboration featuresOut of Box collaboration features Subscription, notifications, discussionsSubscription, notifications, discussions

Rich extensible portalRich extensible portal Category browsingCategory browsing

Search Search Full Text and Property SearchFull Text and Property Search

RapPort FunctionalityRapPort Functionality

Self-Service Setup, centrally hostedSelf-Service Setup, centrally hosted TemplatesTemplates

Creation of two templates (PG, Sales)Creation of two templates (PG, Sales) Instantiation process as part of setupInstantiation process as part of setup Ability to support new templatesAbility to support new templates

Tied into Intranet searchTied into Intranet search Action Item Manager IntegrationAction Item Manager Integration Restructuring / Bulk Tagging ToolRestructuring / Bulk Tagging Tool

RapPort’s Value-AddRapPort’s Value-Add

Quick setup Quick setup TemplatesTemplates

Business specific content (docs, apps,…)Business specific content (docs, apps,…)

Content management toolsContent management tools Web Parts focused on day-to-day mgmtWeb Parts focused on day-to-day mgmt

Expedite adoption and deploymentExpedite adoption and deployment Extensible and customizable solutionExtensible and customizable solution

RapPort Case Study RapPort Case Study (MS Internal Data)(MS Internal Data)

Business Tools DivisionBusiness Tools Division Re-org requires new siteRe-org requires new site Effort to create and implementEffort to create and implement

Custom: 15 cal wks; 5 MS effort wks; $38.5 K Custom: 15 cal wks; 5 MS effort wks; $38.5 K RapPort: 1 cal wk; 2 MS effort wks; $ 0.5 KRapPort: 1 cal wk; 2 MS effort wks; $ 0.5 K

Product Group PortalProduct Group Portal Average Monthly Effort to MaintainAverage Monthly Effort to Maintain

Custom ASP / SQL: PM: 76 hrs Dev: 26 hrsCustom ASP / SQL: PM: 76 hrs Dev: 26 hrs

RapPort & SPS: PM: 22 hrs Dev: RapPort & SPS: PM: 22 hrs Dev: 00 hrs hrs

RapPort TemplatesRapPort Templates

Pre-defined set targeted at Pre-defined set targeted at business functions business functions Categories Categories Profiles and Attributes Profiles and Attributes Document Folder Structure Document Folder Structure Content (Documents, Links, Part contents)Content (Documents, Links, Part contents) Dashboards and Web Parts Dashboards and Web Parts ApplicationsApplications

RapPort V1 templatesRapPort V1 templates Product Group; Sales and MarketingProduct Group; Sales and Marketing Created as SPS workspaceCreated as SPS workspace Requires review; copy of template to serverRequires review; copy of template to server Owners can update their templates anytimeOwners can update their templates anytime

System ArchitectureSystem Architecture

Auto SetupAuto SetupAuto SetupAuto Setup

SalesSalesSalesSales ProductProductGroupGroup

ProductProductGroupGroup OtherOtherOtherOther

http://RapPorthttp://RapPorthttp://RapPorthttp://RapPort

Intranet SearchIntranet Search

Crawler 1Crawler 1Crawler 1Crawler 1

SearchSearchSearchSearch

Data CenterData Center

DepartmentDepartment

http://http://SiteSite-1-1http://http://SiteSite-1-1

http://Site-2http://Site-2http://Site-2http://Site-2

http://Site-3http://Site-3

http://Site-4http://Site-4

http://Site-5http://Site-5

http://Site-nhttp://Site-nCrawler 1Crawler 1Crawler 1Crawler 1

Create SiteCreate Site

Create Site

Create Site

Create Site

Create Site

Template Template ServerServer

XML

TemplatesTemplates

A .. X

WINS / DNSWINS / DNSWINS / DNSWINS / DNS Active DirActive DirActive DirActive Dir

Target ServerTarget ServerTarget ServerTarget ServerTarget ServerTarget ServerTarget Server Target Server nnTarget Server Target Server nn

New Workspace

AssignRoles

AssignRoles

CreateVirtualServer

CreateVirtualServer

B’

Server FarmServer Farm

11

99

88

44

3322

1010

1111

DC OpsDC Ops

Template CopyTemplate Copy

DomainDomainNameName

Users &Users &GroupsGroups

RequestRequest

Site Site ReadyReady

Categories, Profiles, Doc foldersCategories, Profiles, Doc foldersDocuments, Dashboards, Web PartsDocuments, Dashboards, Web Parts

WINSWINSEntryEntry

B

Create WorkspaceCreate Workspace

RapPort ProvisioningRapPort Provisioning

77

RequestRequestRecievedRecieved

Auto SetupAuto Setup

5566

66

RapPort Server Setup RapPort Server Setup And Install ProcessAnd Install Process RapPort Server ConfigurationRapPort Server Configuration

WindowsWindows®® 2000 SP-1; 2000 SP-1; Standard SPS InstallStandard SPS Install

RapPort Server InstallRapPort Server Install Create Virtual Directory for Request ASPs Create Virtual Directory for Request ASPs Copy all application components Copy all application components Registers DLLs Registers DLLs Creates components for role assignmentsCreates components for role assignments Configure SMTP serverConfigure SMTP server

Destination Server Setup Destination Server Setup And Install ProcessAnd Install Process Destination Server ConfigurationDestination Server Configuration

Windows 2000 SP-1Windows 2000 SP-1 Standard SPS installStandard SPS install

Destination Server InstallDestination Server Install Register DLL to create workspace remotely Register DLL to create workspace remotely Copies scripts for roles and virtual server Copies scripts for roles and virtual server Accepts IP, proxy, domain names then Accepts IP, proxy, domain names then

runs proxycfg tool and restarts serverruns proxycfg tool and restarts server Add “common” admin acctAdd “common” admin acct

Configure RapPort Configure RapPort EnvironmentEnvironment Create Template WorkspacesCreate Template Workspaces

Create, Build, Test, and QCCreate, Build, Test, and QC Modify Configuration Files Modify Configuration Files

Template and Server ConfigurationTemplate and Server Configuration Edit Mail MessagesEdit Mail Messages

Confirmation, WINS / DNS RequestConfirmation, WINS / DNS Request Site Ready, Failure NoticesSite Ready, Failure Notices

Tailor Event Viewer MessagesTailor Event Viewer Messages

Server Configuration File Server Configuration File (XML)(XML)

RapPort RapPort ServerServer

XML

WINS / DNSWINS / DNSWINS / DNSWINS / DNSActive DirActive DirActive DirActive Dir

1111

4444

33332222PING for NamePING for Name

Users & GroupsUsers & Groups(security principles only)(security principles only)

RequestRequest

Request ProcessRequest Process

RequestRequestReceivedReceived

Auto SetupAuto SetupAuto SetupAuto Setup

5555

Trap in text file, parse Trap in text file, parse for “unknown host”for “unknown host”

Persist all data in Persist all data in USERDATA_<servername>.XMLUSERDATA_<servername>.XML

Mail Message(XML)

Template Config(XML)

Request ProcessRequest Process

Check virtual server availability (#2)Check virtual server availability (#2) Template SelectionTemplate Selection Role Assignment (# 3)Role Assignment (# 3)

Active DirectoryActive Directory™™ lookup via LDAP lookup via LDAP

Stores Request (#4)Stores Request (#4) All data and status stored in userdata.xmlAll data and status stored in userdata.xml

Send Acknowledgement Mail (#5) Send Acknowledgement Mail (#5)

RapPort RapPort ServerServer

XML(userdata)

Target Server Target Server nnTarget Server Target Server nn

New Workspace

Server FarmServer Farm

Create WorkspaceCreate Workspace

Create WorkspaceCreate Workspace

77

Auto SetupAuto Setup

66

Determine Determine destination serverdestination server

remotews.dllremotews.dll

ServerXMLHTTPServerXMLHTTP

Create WorkspaceCreate Workspace

Nightly job processes requests Nightly job processes requests (autosetup.exe)(autosetup.exe)

ServerXMLHTTP for all server comms ServerXMLHTTP for all server comms Opens XML file, determines destination Opens XML file, determines destination

server (#6)server (#6) Creation via CreateWorkspace Method Creation via CreateWorkspace Method

(SDK) (#7)(SDK) (#7) Add “common” account as coordinator Add “common” account as coordinator Empty contents from new workspaceEmpty contents from new workspace

RapPort RapPort ServerServer

XML(userdata)

TemplatesTemplates

A .. X

Target Server Target Server nnTarget Server Target Server nn

New Workspace

B’

Template CopyTemplate Copy

Categories, Profiles, Portal ContentCategories, Profiles, Portal ContentDocument folders& Documents, Application Document folders& Documents, Application folder, Resource sub-folder,folder, Resource sub-folder,Dashboards, Web PartsDashboards, Web Parts

B

Template InstantiationTemplate Instantiation

8b8b

8a8a

VB Scripts

DLLs

RosebudRosebud& WebDAV& WebDAV

Use SDK, DDRK, DAV to Use SDK, DDRK, DAV to read & create VB Scriptsread & create VB Scripts

Template InstantiationTemplate Instantiation

Create Visual BasicCreate Visual Basic®® Scripts to load Scripts to load content (#8a)content (#8a) Read content from Template – SDK, Read content from Template – SDK,

DDRK, DAVDDRK, DAV Transform the XML files into Transform the XML files into

Visual Basic scripts Visual Basic scripts

Load Content into the Workspace (#8b)Load Content into the Workspace (#8b) Execute scripts on RapPort server Execute scripts on RapPort server Pushes content to Destination WorkspacePushes content to Destination Workspace

Template Template ServerServer

Target Server Target Server nnTarget Server Target Server nn

New Workspace

AssignRoles

AssignRoles

CreateVirtualServer

CreateVirtualServer

B’

99

1010

1111

DC OpsDC Ops

AutoSetupAutoSetup

RequestRequest

Site Site ReadyReady

WINSWINSEntryEntry

Roles, Virtual Server Roles, Virtual Server And NotificationAnd Notification

XML(userdata)

DLL VB Script

ASP DLL

Roles, Virtual Server Roles, Virtual Server And NotificationAnd Notification Roles are set on workspace (#9)Roles are set on workspace (#9) Create Virtual Server – http://<myURL> Create Virtual Server – http://<myURL>

(#10)(#10) Scripted using IIS objects (ADSI)Scripted using IIS objects (ADSI)

Messaging (#11)Messaging (#11) WINS entry, Support Alias, RequestorWINS entry, Support Alias, Requestor

Lessons LearnedLessons Learned

Templates are the keyTemplates are the key This is what speeds the implementation This is what speeds the implementation Require champion from Business to buildRequire champion from Business to build

Roll-out and ImplementationRoll-out and Implementation Need to train end-users on DM conceptsNeed to train end-users on DM concepts

IT HostingIT Hosting Enables IT to manage yet reduces effort Enables IT to manage yet reduces effort

Development Development Requires broad skills -SPS and Requires broad skills -SPS and

IIS SDKs, DDRK, ADSI, MSXMLIIS SDKs, DDRK, ADSI, MSXML

ResourcesResources

SharePoint Portal Server Web SiteSharePoint Portal Server Web Sitehttp://www.microsoft.com/Servers/http://www.microsoft.com/Servers/SharepointSharepoint//

SharePoint News GroupsSharePoint News Groupshttp://www.microsoft.com/servers/sharepoint/http://www.microsoft.com/servers/sharepoint/newsgroup.htmnewsgroup.htm

Digital Dashboard Web SiteDigital Dashboard Web Sitehttp://www.microsoft.com/digitaldashboardhttp://www.microsoft.com/digitaldashboard

Microsoft Training and CertificationMicrosoft Training and Certificationhttp://www.microsoft.com/trainingandservices/http://www.microsoft.com/trainingandservices/default.aspdefault.asp

ResourcesResources

MSDNMSDN SharePoint Portal Server 2001 as a SharePoint Portal Server 2001 as a

Collaborative Solutions PlatformCollaborative Solutions Platformhttp://msdn.microsoft.com/library/techart/tahoe.htmhttp://msdn.microsoft.com/library/techart/tahoe.htm

SharePoint Portal Server – Document SharePoint Portal Server – Document Management and Much MoreManagement and Much Morehttp://msdn.microsoft.com/library/periodic/period00/http://msdn.microsoft.com/library/periodic/period00/MSTahoe.htmMSTahoe.htm

PartnersPartners Digital Dashboard Solution ProvidersDigital Dashboard Solution Providers

http://www.microsoft.com/business/digitaldashboardhttp://www.microsoft.com/business/digitaldashboard/ddpartners.asp/ddpartners.asp

Microsoft Direct AccessMicrosoft Direct Accesshttp://www.microsoft.com/directaccesshttp://www.microsoft.com/directaccess

Other Added Value Other Added Value

Web PartsWeb Parts TeamPort Application SuiteTeamPort Application Suite

Extending With Web PartsExtending With Web Parts

Extending SPS Web PartsExtending SPS Web Parts Announcements, News, FYI, Quick LinksAnnouncements, News, FYI, Quick Links

Implementation of Existing Solutions as PartsImplementation of Existing Solutions as Parts News, Organization ChartNews, Organization Chart

Create Office XP Web PartsCreate Office XP Web Parts What’s Shipping, Mark Your Calendar, What’s Shipping, Mark Your Calendar,

Tabular DataTabular Data New Custom PartsNew Custom Parts

RAID – summary and “my bugs”RAID – summary and “my bugs” Search as a Service – tied into Enterprise SearchSearch as a Service – tied into Enterprise Search

Integration with other apps (dashboards)Integration with other apps (dashboards) RAID (bugs), Siebel, SAPRAID (bugs), Siebel, SAP Collab: Action Item Mgr, Universal CalendarCollab: Action Item Mgr, Universal Calendar

Web Part DevelopmentWeb Part Development

Extended SPS Web Parts using XML, VB Extended SPS Web Parts using XML, VB Script, and custom doc profilesScript, and custom doc profiles Executive Comms, FYI, What’s Hot,Executive Comms, FYI, What’s Hot,

Custom PartsCustom Parts Modified ASP pages and moved inside portal Modified ASP pages and moved inside portal

resources folderresources folder Web parts point to pages via content linkWeb parts point to pages via content link

WEB RAID, ORG ChartWEB RAID, ORG Chart

Web parts now beyond simple DWPWeb parts now beyond simple DWP Dependent upon SPS directories, profilesDependent upon SPS directories, profiles ASP Pages in Portal/Resource/RapPort ASP Pages in Portal/Resource/RapPort

Web Part DevelopmentWeb Part DevelopmentCustom attributesCustom attributes

hq.StartSearchQuery "SELECT " & vbCRLF & _" ""DAV:href"", " & vbCRLF & _ … " ""urn:schemas-microsoft-com:office:office#Description"", " & vbCRLF & _ … " ""urn:schemas-microsoft-com:office:office#DisplayStatus"" " & vbCRLF & _ "FROM " & vbCRLF & _ " SCOPE('SHALLOW TRAVERSAL OF ""/" & GetWorkspaceName() & strFolderPath & """')" & vbCRLF & _ "WHERE ""DAV:iscollection"" != TRUE " & vbCRLF & _ "AND (""urn:schemas-microsoft-com:office:office#PostingDate"" <= '" & sDate & "' " & vbCRLF & _ "AND ""urn:schemas-microsoft-com:office:office#ExpirationDate"" >= '" & sDate & "') " & vbCRLF & _ strOrderByFragment, 0, cRecordsToDisplay - 1, -1, True …

TeamPortTeamPortUmbrella Suite Integrating “Killer ApplicationsUmbrella Suite Integrating “Killer Applications

DefinitionDefinition Scalable, extensible and rapidly deployable team Scalable, extensible and rapidly deployable team

application suite consisting of easy to use compelling application suite consisting of easy to use compelling collaboration components that are well integrated, but collaboration components that are well integrated, but are equally compelling on their ownare equally compelling on their own

TeamPort ComponentsTeamPort Components Action Item Manager – issue management applicationAction Item Manager – issue management application UniCal – event communication & collaborationUniCal – event communication & collaboration RapPort – Rapid out-of-box portal, with Web partsRapPort – Rapid out-of-box portal, with Web parts

End userCorporate

TeamDepartment

Division