Click here to load reader
Upload
rpeterson1
View
15.212
Download
0
Embed Size (px)
Citation preview
1
Introduction to Microsoft Office SharePoint Server 2007 (MOSS) And Windows SharePoint Services 3.0 (WSS)
Bill CookPragmatic [email protected]
2
Session Objective(s)◦ A review of what SharePoint offers a 10,000 foot level◦ Where to begin..
Prerequisites◦ Desire to learn new technology and solutions
Some Ground Rules◦ Due to the length of the webinar, we will have limited time
for questions, but any additional questions can be submitted via email at [email protected].
Session Objectives And Takeaways
3
From Enterprise To The Individual
Enterprise Content and Applications
User
Bas
e
Collaboration Team Sites(Unstructured content)
Web Portals(Corporate Intranet and Web site)
Departmental Solutions(Structured & Unstructured) Personal
Sites (MySites)
Enterprise Data Repositories(Highly Structured)
4
Collaboration Requirements
Spreadsheets Intranet
Group and Personal
Databases
Enterprise Portals
Data Warehouses Content and
Knowledge Manageme
nt
SharePoint
5
Balanced ApproachEmpowerment Governance
EmployeeSelf-Service
Site & InformationArchitecture
Role Delegation Policy & Rights
ManagementIntuitive Web + Office UI
Records Management
PervasiveCollaboration Auditing
6
Operating System Services
Database Services Search Services Workflow Services
ASP.NET (Web Parts, Personalization, Master Pages, Provider Framework (Navigation, Security, etc.)
ApplicationsCollaborationDiscussionsCalendarsE-Mail IntegrationAlertsProject Mgmt “Lite”Offline Lists/Docs
Content MgmtAuthoringApprovalWeb PublishingPolicy & AuditingRights MgmtRetentionMulti-LingualStaging
PortalMySitesTargetingPeople FindingSocial NetworkingPrivacyProfilesSite Directory
SearchIndexingRelevanceMetadataCustomizable UX
Biz ProcessesRich/Web FormsLOB ActionsSingle Sign-OnBizTalk Integration
BIExcel ServicesDashboardsKPIsReport Center SQL RS/AS Integ.Biz Data in ListsBiz Data Catalog
Platform ServicesStorageRepositoryMetadataVersioningBackup
SecurityRights/RolesPluggable AuthNPer ItemRights Trimming
ManagementAdmin UXDelegationProvisioningMonitoring
TopologyConfig MgmtFarm ServicesFeature PolicyExtranet
Site ModelRenderingTemplatesNavigationVisual Blueprint
APIsFields/Forms OM and SOAPEventsDeployment
SharePoint Architecture
7
SharePoint Products And TechnologiesWhat’s the difference between WSS and MOSS???
8
SharePoint Tiering
Licensing And Feature Differentiation
9
SharePoint Products and TechnologiesWindows SharePoint Services only
Collaboration
PlatformServices Workspaces, Mgmt,Security, Storage,Topology, Site Model
Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
10
BusinessIntelligence
SharePoint Products And TechnologiesMicrosoft Office SharePoint Server 2007
Collaboration
Search
PortalBusinessForms
PlatformServices Workspaces, Mgmt,Security, Storage,Topology, Site Model
ContentManagement
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
Rich and Web forms based front-ends, LOB actions, enterprise SSO
Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
Enterprise scalability,contextual relevance, rich people and business data search
Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
Collaboration
12
Core improvements◦ Tracking and project management◦ Document library improvements◦ Navigation improvements
Anywhere access◦ Outlook and Groove integration, Access List Integration◦ Keeping informed with alerts and RSS◦ Mobility
Community and communication◦ Wikis & blogs◦ Email and discussions, Public Folder Replacement◦ People and groups, directory integration◦ Integration with Office Communication Server
Fantastic “40” Application Templates!
Collaboration
13
Simplified open/check-out experience Check-out documents locally Outlook can act as a smart client to site content
◦ Read/Write access to SharePoint datatypes Calendar, tasks, contacts, discussions, and documents
◦ Synchronization for offline support ◦ Users can edit documents when offline.◦ Aggregate views of calendars and tasks across sites
Improved calendar◦ SharePoint’s calendar module with richer calendar
views, recurrence support, all-day events, and more
Outlook Integration
14
Personalized, People-Centric Portal Services
15
Portal Site ◦ Integration with Windows SharePoint Services◦ Intranet Portal Template – Topics, Site Directory
People and Expertise Search◦ People specific search “tab”◦ Social network support
Targeting and personalization◦ Easier targeting – Distribution lists and Security Groups
Profile store improvements◦ Scalability, flexible schema, LDAP synchronization
People And Personalization Investment Areas
16
People And Personalization My Site
◦ Improved Public Page, Personal homepage◦ Privacy control◦ RESOURCE: Role-based My Sites – 7 free
samples! Administrative Assistant Controller-Financial Analyst Customer Service Mgr HR Manager IT Manager Marketing Manager Sales Account Manager
17
User ProfilesPeople Search My Site Other
SitesCustom Solutions
Active Directory
LDAP Server
Business Data Catalog
User Profile Object Model
Windows SharePoint Services Sites
User Profiles Store
Import
Sync Membership info
Site Templates
19
Team Site◦ Most commonly used template◦ Facilitates collaboration within teams
Blank Site◦ Exactly that. It is a blank slate to build on
Document Workspace◦ Allows teams to collaborate on a single document◦ Contains a document library, task list, and links
Wiki Site◦ Collaboration site to discuss concepts and ideas
Blog◦ Post ideas and receive feedback regarding the topic
Collaboration Template Group
20
Basic Meeting Workspace◦ Contains the most commonly used tools for meeting organization◦ Contains attendees list, objectives, a document library, and agenda
Blank Meeting Site◦ Components same as other sites, but made for customization
Decision Meeting Place◦ Used when meetings are held to come to a conclusion◦ Record and manage those decisions◦ Includes decision task list, Tasks task list, and an Objectives List
Social Meeting Workspace◦ Used to manage meetings concerning social events
Multipage Meeting Workspace◦ Contains pages to manage information and decisions◦ This site has two additional pages versus the other sites
Meetings Template Group
21
Document Center◦ Designed to manage large volume of documents◦ Includes required checkout and versioning enabled
Records Center◦ Manages the retention of documents◦ Can be controlled based on a status value◦ Can be routed and rerouted by using workflows
Personalization◦ Create targeted experience for users◦ Contains specialized web parts for filtering lists and libraries to
display relevant information to them.◦ Integrated into My Site
Site Directory◦ Index for sites contained within your site collection
Enterprise Template Group
22
Report Center◦ Leverages key performance indicators and dashboards◦ Allows for creation of reports and other analytics. (Excel
Services)◦ Only available in the Enterprise License
Search Center◦ Includes search page and results page
Search Center with tabs◦ Similar to Search Center◦ Also Display scopes in tab format
Enterprise Template Group
23
Publishing◦ Used for informational purposes when needing to control
content◦ Contains a page library with content types that allows the
users to make changes to the site◦ Changes need to be published
Publishing with workflow◦ Required approval via workflow before they are published
and visible News
◦ Used for sharing articles◦ Central location for news to be shared and stored
Publishing Template Group
24
Communications◦ Announcements◦ Contacts◦ Discussion Boards
Tracking◦ Links◦ Calendar◦ Tasks◦ Project Tasks◦ Issue Tracking◦ Agenda◦ Survey
Lists Templates
25
Custom Lists◦ Decision◦ Objectives◦ Text Box◦ Things to Bring◦ Custom List (Blank)◦ Customer List in Datasheet View◦ Import Spreadsheet◦ Language and Translators (MOSS Standard)◦ Key Performance Indicators (KPIs) - (MOSS Enterprise)
Lists Templates
26
Document Library Templates◦ Document Library◦ Form Library◦ Picture Library◦ Wiki Page Library◦ Translation Management Library◦ Report Library◦ Data Connection Library◦ Slide Library
Document Templates
27
Collaboration Demo
28
Content Management
29
Document Management Workflow Policies & Compliance Records Management Web Content Management
Enterprise Content Management
30
Document management ◦ Scalable document libraries and repositories◦ Security and tracking
Workflow and approval◦ Out of box multi-stage serial and parallel document
workflows, document digital signature◦ Integrated with email and 2007 Office system
desktop applications◦ SharePoint Designer authoring and VS 2008
Development◦ InfoPath forms for workflow association,
initialization, tasks
Enterprise Content ManagementInvestments
31
Records Management◦ Policy and Auditing
Content Types Information Management Policies Rights Management Services integration
◦ Records Repository Records Vault behavior Record routing Litigation holds interface Record collection interface Extensibility Information Management Policy mapping
◦ Search & Process
Enterprise Content ManagementInvestments
32
Web content management◦ Designed for Internet and published sites incl. Extranet◦ New Web and Word authoring capabilities◦ New content deployment and publishing tools◦ Workflows built-in for approval and routing◦ Support for multilingual content
Enterprise Content ManagementInvestments
33
Business Process Integration
34
Reach more users with better forms◦ Browser enabled InfoPath forms◦ Offline data connections, New controls, Better printing◦ Intranet, Extranet, Internet
Automate form-driven business processes◦ Forms in Outlook, including Property Promotion◦ Workflow, Archiving, Information Rights Management◦ Integration with Workflow Tasks
Rapidly develop and deploy form solutions in the enterprise◦ Common development platform (OM, data connectivity)◦ ActiveX, Windows Form and ASPX control◦ Importer/Exporter Framework
InfoPath Form Services Investments
35
Content Management and Business Forms Services
Demo
36
Business Intelligence
37
Business Data CatalogBusiness Data WebParts
SharePoint Lists
Search
User Profile Importer
Custom Solutions
Business Data CatalogMetadataDatabase
ADO.Net
Database Web Service
Web Service Proxy
Data Source
Features and applications
38
END USER TOOLS & PERFORMANCE MANAGEMENT APPSExcel PerformancePoint
ServerBI PLATFORM
SQL Server Reporting Services
SQL Server Analysis Services
SQL Server DBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews Scorecards Plans
Our Integrated BI Offering
40
Excel Services ◦ Share spreadsheets via zero-footprint browser experience◦ Live, interactive Excel 2007 spreadsheets
in SharePoint sites◦ Only publish what you want, control versions◦ Use Excel models in custom applications programmatically◦ Data Connection Libraries to simplify deployment for both Excel Services and InfoPath Form
Services Dashboards & Web components
◦ Common filtering (“slicing”) across web parts◦ KPIs, Excel workbooks, and SQL 2005 Reporting Services reports
Report Center Websites◦ Out of the box website optimized for report access
and management◦ Consistent management of reports, spreadsheets,
and data connection◦ Integrated with SQL Server 2005 Reporting Services
Data Connection Libraries & Business Data Catalog◦ Centralize storage of important data connections
Business IntelligenceInvestments
41
Dundas ControlsFor SharePoint
42
SharePoint Customers: Intranet
43
SharePoint Customers: Extranet
45
Review Business Needs Carve out about 4 to 5 requirements to begin
◦ What does your current Portal look like?◦ Where is the best ROI?◦ What departments can benefit?◦ What current processes can be easily migrated
Build on those
Where to begin…..