Welcome to the Minnesota SharePoint User Group

1. Welcome to the Minnesota SharePoint User Group

2. Agenda • Quick Intro • Announcements and News • Search • Knowledge Network • Business Data Catalog (BDC)

3. User Group Goal / Objectives • Develop and support 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

4. Introductions – MNSPUG Sponsors • Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Microsoft Gold Certified Partner • Practice Area focused on Information Worker Technologies • New Horizons – Minnesota (www.newhorizonsmn.com) • Microsoft Gold Certified Partner • Training on many technologies • Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them

5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations www.sharepointmn.com

6. Community Kit for SharePoint • Site Template project for user groups • Currently in Alpha Release • MNSPUG website will be re-launched using the CKS

7. News and Announcements • Public preview release of 2007 Microsoft Office System • Server and client applications available for download (requires registration) • More info at: http://www.microsoft.com/office/preview/default.mspx • Beta 2 TR Downloads  $1.50 + =

8. Upcoming Schedule • Next Meeting • November 8th 9:00 AM to 11:30 AM • Microsoft’s Bloomington Office • Topics: • Case Study on MOSS 2007 • Licensing MOSS 2007 • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:30 am • Microsoft’s Bloomington Office

9. Collaboration Portal Business Intelligence SharePoint 2007 – Key Microsoft Investment Areas • Business Intelligence • Collaboration • Search • Business Forms / Processes • Portals • Content Management Platform Services BusinessForms / Processes Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Search Search

10. Search Topics • End-User Experience / Demo • Administration Features / Demo • Search Scenario Implementation / Demo

11. End-User Experience

12. Search User Interface • Search Center Site Template • Tabbed Interface • Multiple Entry Points • Key Words / Best Bets • Configurable Web Parts • Basic Search • Advanced Search • Search Results • Very Extensible

13. Search User Interface • Hit Highlighting • “Did You Mean” Feature • Duplicate Collapsing

14. Search “Power User” Features • Property-based Searches • Customer:Acme (find all items with metadata of Customer = Acme) • Author:Sally Jones (find all items authored by Sally Jones) • ContentType:task (find all items of a specific content type) • Site:http://www.microsoft.com • Keyword Searches • +Solution (keyword inclusion) • -Plumtree (keyword exclusion) • Quotes for Exact Match (i.e., “User Group”)

15. WSS Search Features • Built on the same engine as MOSS (no longer uses SQL full-text indexing) • In a MOSS environment, WSS sites can “use” the MOSS search • Similar Result Formatting (hit-highlighting) • Keyword search syntax / property-based searches • Sub-sites available in search results

16. Search Demo

17. Administration Features

18. Administration Features (Shared Services) • Search is a Shared Service • Single Index / SSP • Centralized Administration (SSP Administration) • Crawl configuration • Indexed Property Management • Scope Management • Authoritative Site Management • Propagation • Search Usage Reporting • Queries / Results

19. Administration Features (Site Collection Administration) • Designation of default search results page • Designation of Scopes (i.e. Which Scopes should apply to the Site Collection?) • Creation of Site Collection-specific Scopes • Definition of Keywords / Best Bets • Designation of Search Visibility • Site Collection-level Search Reports

20. Administration Demo

21. Searching Scenario: The Proposal Scenario

22. The Business Problem • Requirements: • Users want to be able to search all proposals in the system by keyword, customer, and by the status of the proposal. • Users want the results of the search to include more detailed information about the proposal. • Users want to be able to easily find related proposals from search results.

23. The Search Solution • Overview: • Proposal Content Type (defines metadata for all proposal documents) • Document Repository using Proposal Content Type • Metadata Property Mappings • Custom Search Tab with Customized Search Web Parts • Custom Results Tab with Customized Search Web Parts

24. The Solution

25. Break

26. Knowledge Network

27. Knowledge Network (KN) Overview • What is the Knowledge Network? • Architecture • Managing Information • Uses of the KN

28. What is the Knowledge Network? • KN is about finding people who know the answers • Things you don’t know • People you wish you knew • Data inferred by your actions • People you email • Words you use frequently

29. KN - Architecture KN Client Data Keywords Colleagues External Contacts Client Client Server Server Publish KN Data to Server KN ProfileManagementWeb Service KN Data KN Data Keywords (public) Colleagues Keywords (non-public) External Contacts SPS User Profiles KN Store Crawl from SPS AD property changes SPS property changes

30. First pass analysis Notification Control Install KN Accept Privacy Statement Choose Data Sources Consent

31. KN Database Update KN Database First pass analysis Notification Control Install KN Accept Privacy Statement Choose Data Sources Consent Profile Review & Approval Run Analysis Upload Profile Incremental analysis – Default is set to every two weeks Profile Review & Approval Incremental Analysis Upload Profile

34. Reply to Help or Decline • Request Deleted • Brokered E-mail Anonymous Brokering • Seeker Initiates Search • Anonymous Results

35. KN - Searching

36. Knowledge Network Usages • Build your own Social Network • Both Client and Server APIs • Answer Difficult Questions • Who knows technology ‘XYZ’? • I’m meeting with a potential customer, does anyone know someone at that organization? • We’re having a customer support issue and our primary contact is on vacation…now what? • Scenarios specific to your organization

37. Business Data Catalog

38. Business Data Catalog (BDC) Overview • What is the BDC? • Architecture • Administering the BDC • Viewing Data

39. What is the BDC? • Surface Line Of Business (LOB) Data in SharePoint • Database Access • Web Service Access • Allows for Code Free integrations • Microsoft supplied Web Parts to interact with data • Provides an API to query from your own Web Parts • Searchable • No ‘HTML Landing Page’ Necessary • Can be part of User Profile • Part of Enterprise CAL

40. Architecture

41. Architecture

42. BDC Administration • Administered as a Shared Service • Permissions are set at the Entity level

43. Metadata – Truly Data about Data • Giant XML File • Key Terms • System – The data source (Adventure Works, CRM, Siebel) • Entity – The data (Product, Customer, Widgets) • Method – Operation (GetProducts, GetCurrentCustomers,…) • Association – Entity Relationships (Customer Orders)

44. Metadata – Avert your Eyes!

45. DemoAdministering the BDC

46. Viewing Data – Now What? • Build a Dashboard without code • Enhance existing pages • Web Parts • See a List of Entities • View the data for the Entity • Display Actions for an Entity • List Related Entities

47. DemoBuilding a Dashboard Page

48. Viewing Data – Association • Add BDC as a Column • Allows BDC Data as a Lookup • Searchable • Access Actions from List View • Single Click to Details

49. DemoBDC and List Data

50. BDC Rewind • Simple Administration • Data Sources: Database or Web Service • Complicated XML File • Searchable • Code Free Pages using Data • Lookup Value for Lists