AGENDA

1. Welcome to the Delaware Valley SharePoint User GroupRuss BasiuraSharePoint ConsultantRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/russ@rjbtech.com

2. AGENDA • Quick Intro • Announcements • SPImport • SharePoint Utility for importing exporting content • Microsoft Office System Server (MOSS) 2007 • MOSS 2007 Overview • SharePoint • Enterprise Content Management • Search • Knowledge Network • Capacity and Performance • Migration • Forms • SharePoint Designer • Round Table Q & A

3. Introductions DVSUG Sponsor • RJB Technical Consulting (www.rjbtech.com) • Delaware Valley based consulting company • Microsoft Partner • Practice Area focused on SharePoint and Information Worker Technologies • Office 2007, SharePoint 2007 Groove Private Beta Partner

4. User Group Goal / Objectives • Build a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions

5. www.dvsug.org • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Blogs • Live Meetings / Webex • Discussions

6. Upcoming Schedule • Next Meeting • June 28th 5:30 PM to 8:30 PM • SharePoint Server 2007 • Web Content Management • David Goodhand – Microsoft Technology Specialist • StayBridge Suites, Malvern, PA • Ongoing Schedule • Last Wednesday of every month • 5:30 PM to 8:30 PM • StayBridge Suites, Malvern, PA

7. Upcoming Schedule Content Management in Microsoft Office SharePoint Server 2007 In the 2007 release, Microsoft will combine features of Microsoft Content Management Server 2002 and Microsoft Office SharePoint Portal Server 2003 into a single server offering. David Goodhand, a technology specialist with Microsoft’s Mid-Atlantic States District, will present an overview of the content management features coming in the next release of SharePoint. He will also offer best practices on preparing CMS 2002 implementations for migration to MOSS 2007. “Content Management” is the industry term typically applied to practices and technologies for preparing, editing, routing, and managing the content for external-facing web sites. More and more companies are leveraging these technologies for internal-facing portals, as well as integrating content management with document and records managements systems.

8. SharePoint Toolkit SPImport

9. SharePoint Toolkit Why SPImport? • SharePoint 2003 Content Import Tool • Data Extractors • SPS 2001 • Lotus Quickplace • File Share • eRoom • Public Folders • Windows File System

10. SharePoint Toolkit • Supports converting list types (News to Announcements, etc) • Available at: http://workspaces.gotdotnet.com/spimport

11. Microsoft Office System Server (MOSS) 2007

12. MOSS 2007 What’s included in MOSS 2007? Microsoft Windows SharePoint Services Microsoft Office SharePoint Server 2007 Microsoft Office Forms Server 2007 Microsoft Office Groove Server 2007 Microsoft Office Project Server 2007 Microsoft Office SharePoint Designer 2007

13. MOSS 2007 Microsoft Office Open XML Formats New XML file formats for Word, Excel and PowerPoint • New formats will be thedefaultfile formats • New file type extensions • Patches for Office 2000, XP and 2003 to open, edit and save • Open, transparent XML format Benefits • Dramatic file size improvements • 75% reduction in file size on average • Helps keep private information private • Detect and remove sensitive information • Better format structure for solutions • Increased document confidence • Easily scanned for specific content • No VBA code in documents by default; optional macro-enabled version

14. MOSS 2007 Minimum Requirements Operating system support and Hardware requirements Client products: Windows XP SP1 or Windows Vista Servers: Windows Server 2003, SQL 2000 w/ SP 3 or SQL 2005 Web Server = 2.5 ghz, 2gb RAM App Server: dual core proc 2.5 ghz, 2gb ram 64-bit support (timing TBD)

15. SharePoint Server 2007

16. MOSS 2007 Russ’s Favorites • Recycle bin • Pluggable authentication • Security UI trimming • Business Data Catalog • Workflow • Excel Services

17. MOSS 2007 What’s New?? • Core improvements • Tracking and Auditing • Document library improvements – Policy Engine for Document Types • Improved Search • Business Data Catalog • Excel Services • Workflow • Multi-Lingual MySites • Anywhere access • Outlook integration • Keeping informed with Alerts and RSS • Mobility – Multi-Device Capable • Community and Communication • Wikis & Blogs • People and Groups

18. Business Intelligence Collaboration BusinessProcesses Portal Content Management Search MOSS 2007 Key Investment Areas Server-based spreadsheets plus BI portals built on SQL Server Analysis Services Next generation e-mail, project management, workflow, blog and wiki support Windows SharePoint Services Server-based forms and workflow with smart client and browser interfaces Enhanced SharePoint Portal aggregation and personalization Integrated document, records and Web content management Great relevance with rich people and business data search Unified ASP.NET 2.0 workspace foundation for scalability and extensibility

19. SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services “v3” Office 2007 SharePoint Servers Portal, Web Content Management, and More MOSS 2007 Technology Convergence 2006 2003 2001

20. MOSS 2007 • Portal / web application reference model • WSS 2.0 presentation tier • built with asp.net 1.1 • WSS 3.0 Presentation Tier • built on asp.net 2.0 • asp.net 2.0/ wss 2.0 hybrid web parts • asp.net 2.0 master / content pages & master page gallery • list views and custom field types

21. MOSS 2007 • WSS 2 Services Tier • ESS specific Search Experience • AD Authentication and Authorization • 3rd party non- AD • No support for site staging/migration/replication • Security: Site and Folder Level • WSS 3 Services Tier • integrated enterprise search • asp.net 2.0 membership and roles provider models • Migration API and Migration File Format • Security: Site, Folder and Item Level; also global site collection security policies • RSS feeds for lists / libraries

22. Classic Distributed App 3 Tiered Topology Very Flexible, Highly Scalable Scale-up and Scale-out are both possible MOSS 2007

23. MOSS 2007 SharePoint Topologies • Single Server • Strengths • Fast and easy • Limitations • No redundancy • Small and Medium Farms • Strengths • Data and user load capacity • Availability and reliability • Performance • Limitations • Setup / Configurations • Network Considerations

24. Can start with 1 or 2 servers 2 servers for availability Can scale out MOSS 2007 Scaling - Small Farm

25. Separate servers 1st and 2nd Tiers Scale naturally Database is not split MOSS 2007 Scaling - Medium Farm

26. MOSS 2007 Advanced SharePoint Topologies • Large Farm = N front ends • Strengths • Data and user load capacity • Availability and reliability • Performance • Limitations • Setup / Configurations • Network Considerations • Multi – farm topologies • Dev / test /prod • Content Management • Staging

27. 1st and 2nd Tier Topology is same as Medium Databases are split across clusters to take advantage of more hardware MOSS 2007

28. Office Server is designed to scale out, and scale back We will see… MOSS 2007

29. MOSS 2007 SharePoint Personalization • My Site = Personal Portal • List documents that I wrote • List sites that I'm interested in (my favorites) • Customize information shown to other users • Users can control their own navigation • User can create their own audiences or select from a global audience • Navigation can be controlled through an audience • Include webs in navigation • - My HR Web • - My Sales Web

30. Enterprise Content Management

31. MOSS 2007 Manage entire content lifecycle with easy to use tools Integrated capabilities for entire lifecycle • From content creation to expiration • Manages documents, records, web content etc. • Supported by powerful search and workflow Scenario Examples • Collaborative creation and approval of an equity research report with expiration policy and web publishing Designed for Broad Adoption • Unified architecture built on next ver. WSS • Deep integration with Microsoft Office • Common IT tools for deployment/administration • Users create a new Word document from a central repository and access the associated metadata, workflow and policies ExtensibleandInteroperable • Support for XML, SOAP, SMTP and web services • Well defined API/OM for repository integration • Integration with Visual Studio • Developers can create an application to support a claims processing application

32. MOSS 2007 Portal Data Model • Portals are a collection of Webs • The Webs are arranged in a hierarchy • Hierarchy controls navigation and security • SPSv2 Area, CMS02 Channelare now all based on the WSS Webs construct for containership • Each Web has a document library for pages (Doc library) (Doc library) (Doc library)

33. Workflow

34. MOSS 2007 Workflow Ecosystem Browser UI Outlook WSS Infrastructure Source List Task List • Task Notification • Task Completion WWF Web Service Authoring Apps Access SharePoint Designer • Initiation and parameter setting • Ad-hoc Customization (Forward/Delegate) • Task Completion • Wizard-based authoring • Forms integration • Application deployment

35. MOSS 2007 SharePoint Designer to create Workflow

36. MOSS 2007 Workflow Designer in VS.NET Building blocks: activities & tasks Messaging activities (i.e. WSS event) Code Beside C# Files Schedule specific business logic Property Browser Integration

37. MOSS 2007 Integrated Security • Robust security model for grouping SharePoint rights into Site Groups and granting Permissions on sites, lists and libraries to users and/or these groups • Pluggable authentication model • Item Level Security • Security Trimmed User Interface • Login / Logout Link

38. Business Data Catalog

39. MOSS 2007 • Business Data Catalog - connects office servers to business data. The BDC uses a data source description XML file. • Design Motivations • No code • Centralized deployment • Low latency • Centralized data security • Designed for portal and collaboration scenarios • Data query, indexing, personalization • The BDC is NOT transactions, workflow or data transformations/adapters

40. MOSS 2007 Business Data Web Parts – simple business apps with no code • Business Data List • Web parts can use custom XSLT • Web part connections • Business Data Related List • Business data item – shows instance of entity • Search results web part • Customized via xsl • Filtering via properties

41. Inter-Farm Shared Services

42. MOSS 2007 Inter-farm Shared Services • Configuration • Parent • Specify 1 SSP from which  remote farms can consume • Grant child farm(s) account(s) rights • Child • Must ID a parent farm • Must ID a local SSP for Excel • Security implications • Does NOT clean up when IFSS turned off • Not supported across WAN links

43. Search

44. MOSS 2007 Search Data Not Just Documents • Scenario find an account manager in Seibel • Today • Vertical apps lack full-text search • Most users can’t locate or access vertical apps • Hard to crawl business data

45. MOSS 2007 Full Text Search Using the Business Data Catalog • Search is a shared service • Create new content source

46. MOSS 2007 Search • search architecture • - 2 WFE Query Servers • - Single Dual-core processor • - 4 gb memory • - Windows server 2003 (32 bit) • - Windows NLBS • 1 Index Server • - Four dual core processors • SQL cluster (active / Passive) • New features for managing crawls • continuous propagation • crawl log viewer • item level details – view by host name, content source, dates, and messages.

47. MOSS 2007 Search • Search tabs • enterprise wide search • released beta 1 with 3 tabs • intranet • people • customers • intranet search • duplicate detection • editorial best bets • alerts • People search • Customized with additional data feeds • Internal HR data stores • Use of memberships in calculating relevance • Ability to refine by job title • View by social distance

48. MOSS 2007 Search Configuration best practices use dedicated web front ends use a singe crawl account per region

49. MOSS 2007 Search • Best Bets • use query log information to enrich the set • Titles and descriptions appear as entered • Set preferred order of the best bets display • Improving relevancy • define authoritative sites that are considered “central” to the intranet • start with short list • encourage content owners to focus on • descriptive titles • using keywords within URL strings (file name) • adding metadata to office documents

50. MOSS 2007