Ashish Jaiman ISV Architect Evangelist ashishja@microsoft.com http://blogs.msdn.com/usisvde

1. Ashish Jaiman ISV Architect Evangelistashishja@microsoft.comhttp://blogs.msdn.com/usisvde

2. Business Intelligence Collaboration &Communications • One world of business • Always on / connected • People are key New World of Work • Bill Gates Whitepaper:http://www.microsoft.com/mscorp/execmail/2005/05-19newworldofwork.asp • Key trends in the changing work place • Important technologies to address changing conditions • Driving the next wave ofproductivity • Transparent organizations Project &Portfolio BusinessProcesses Enterprise Content Management Search

3. Business Intelligence Collaboration Portal SharePoint Feature Areas Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Platform Services Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal template, Site Directory, My Sites, social networking, privacy control BusinessProcesses Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Search Enterprise scalability, contextual relevance, rich people and business data search Integrated document management, records management, and Web content management with policies and workflow

4. SharePoint Functional Architecture Applications & Services Collaboration Doc Collab, WikisDiscussions, BlogsContacts/Cals/TasksE-Mail IntegrationOutlook IntegrationProject Mgmt “Lite”Offline Lists/Docs Portal Intranet TemplateNews, Site DirMy SitesPeople Finding Social NetworkingPrivacy Search Search CenterRelevanceBiz Data SearchMetadataCustomizable UXExtensibility Content Mgmt AuthoringWorkflowWeb PublishingDocument MgmtRecords MgmtPoliciesMulti-Language Biz Processes Rich/Web FormsSelf-Service FormsReal-time Data Val.LOB IntegrationLOB ActionsPluggable SSO BI Excel ServicesReport CenterDashboards/KPIs Biz Data WPsBiz Data in ListsSQL RS/AS Integ. Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Single Sign-on Service) Platform Services Storage Repository MetadataVersioning Backup/Recycle Bin Indexing/Search Security vServer Policies Pluggable AuthN Folder/Item Level Rights Trimmed UI Management Admin UX Delegation Provisioning Monitoring Deployment MigrationConfig Mgmt Farm Services Feature Policy Extranet Support Site Model Templates Rendering Navigation Consistent UX Extensibility Forms/Fields OM and SOAP Event Handlers Migration APIs Operating System Services ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, etc. Database Services Workflow Services Search Services

5. ASP.NET Integration Windows SharePoint Services “Version 2” Windows SharePoint Services “Version 3”

6. Authentication • Authentication • Identifies the end user • Identifies the user’s group membership • Windows • Basic, Digest, NTLM, Kerberos • ASP.NET (requires web.config edits) • Forms (locally hosted login form) • Web SSO (remotely hosted login form) • ADFS • Third-parties

7. UI and Navigation • Security Trimmed UI • Only show UI to users to which they have access • Breadcrumb • Site bread crumb provides user navigational context • Quick Launch and top navigation • Present on view pages • Customizable in the browser UI • View Improvements • Paging Backwards • Better Filter/Sort UI • Descriptive menus • Simplified Web Part UI Microsoft Confidential – Presentation under NDA

8. List Improvements • List Item Versioning • Large list and cross-list indexing • List capacity improvements (width and length) • Content Types • Recycle Bin • New field types (append-only, multi-value lookups)

9. Document Library Improvements • Check-out documents locally • Offline document libraries in Outlook • Major/Minor version tracking • Version management • Multiple content type support • Policy, auditing, workflow, and more. • Tree view support

10. Outlook Integration • Outlook allows user to work with personal and team data in one place • Read/Write access to SharePoint datatypes • Calendar, tasks, contacts, discussions, and documents • Synchronization for offline support • Users can ‘check out and edit’ documents when offline. • Roll-up views of calendars and tasks across sites • Improved calendar • SharePoint’s calendar module with richer calendar views, recurrence support, all-day events, and more

11. Scanner or Multi-function device Office Team Sites Forms Document Management • Storage and retrieval of electronic data files • Reuse and protect knowledge assets • Facilitate structured document authoring and collaboration • Integrated content and business processes DocumentRepository Claims Sales Employment • Check in / Checkout • Versioning (major/minor) • Metadata • Content approval • Workflow • Role based security • Auditing Workflow /Business Processes • Contracts Asia Pacific Region Web

12. Document ManagementCapturing rich metadata on the Office client Customizable document information panel based on Forms Services technology Capture meta data as part of authoring process Define required metadata in content type definition Pre-release software, subject to change

13. Document Management • Scalable Document Libraries and Repositories • Extensible content types with rich metadata • Check-in/check-out with comprehensive versioning • Large document repositories and specialized library templates • Workflow and Approval • Customizable workflows built on the Windows Workflow Foundation • Out of the box, serial and parallel workflows (e.g.“Document review/approval” and “Signature collection”) • Participate & initiate workflows from within preferred application • Security and Tracking • Per item security and access control • Out-of-the-box support for labeling, barcodes, electronic signatures • Deep integration with Information Rights Management (IRM)

14. Records Management • Centrally controlled auditing, expiration & retention policies • Auditing of user actions and document history • Excel based policy usage reports • Archival, retention and regulatory compliance • “Approve this item for destruction” action to manage expiration • Ability to manage “physical” records stored outside the repository • Pursuing DoD 5015.2 certification • E-mail content as records • Office 2007 Outlook provides access to parts of the Record Repository alongside mail folders • Enables drag and drop of e-mails from Outlook into the Repository

15. Information Rights Management Policy

16. Information Management Policies Track audit and expire content Configurable expiration action

17. Web Content Management • Authoring and publishing system to empower non-technical content authors to manage a web site • Give business users the power to author and publish web content in a timely manner • Utilize brand assets more effectively • Lower the cost of managing multiple site and multilingual delivery Web Content Repository • Separation of content and presentation • Authoring: (HTML Editor / Office) • Built in review/approval workflow • Site variations • Personalised content • Deployment system Content HTML Web Pages Templates Site DevelopersTemplate designersGraphics Designers ContentAuthors

18. In Place Authoring And Approval • No ActiveX / WYSIWYG Web Author

19. Wikis and Blogs • Wikis • New Wiki template in SharePoint • Easy to create, edit, link, and restore pages. • Key Features • Fast and easy page creation • Easy and automatic linking • Version differencing • WYSIWYG editing • Built on core SharePoint platform • E.g. search, navigation, alerts, custom fields, etc. all work with the Wiki • Blogs • Blog template provides a ‘publishing’ oriented experience • Support core blog features: • Posts • Comments (including count) • RSS feed • Archive views

20. Enterprise Search • Significant investments in Search including: • Improved relevancy algorithms • Easier configurability • Better performance • Richer Experience • Best bets • Did you mean • Search tabs Windows Desktop Search

21. Better Search Results Tabbed interface “Did you mean” query correction Alerts on search results Query hit highlighting Microsoft Confidential – Presentation under NDA

22. People • Enhanced My Sites • Document roll-up across SharePoint sites • Granular privacy control over profile and content • Integration with new WSS features – Outlook sync, Blogs, RSS . . • Personal networking • Colleagues based on memberships, buddies and e-mail profiling • “In common with” views of My Site public page • People search with personal network sorting and metadata filtering • Targeting and personalization • Audience targeting to DLs and SharePoint Groups • Simplified adding of web parts • Profile store improvements • Scalability, schema, LDAP synchronization

23. Powerful Forms Automation For End Users … For Forms Authors… An easy to use electronic form. A robust form creation tool with unlimited potential.

24. New: InfoPath Forms Server • InfoPath Forms can be rendered as web pages • InfoPath handles all translation and rendering of the form to the web environment • Form UI will be displayed within master page “chrome” • You must explicitly allow the form to be rendered on the web • Reach forms design that InfoPath 2007 will validate (Design Checker) • InfoPath will avoid postbacks if at all possible

25. Internet Explorer Firefox Reach more users with better forms…via Browser enabled InfoPath Forms Designed once! Same experience in Internet Explorer, Firefox, Safari, Netscape and the InfoPath rich client Microsoft Confidential – Presentation under NDA

26. Business Process AutomationInfoPath ‘Thin Client’ Forms Web-enabled InfoPath forms • Zero client footprint required Great user experience with browser e-forms • Minimal round-trips • Local validation and formatting • Built on the WSS platform using ASP.NET • “Design once” for rich and reach e-forms • Workflow enabled Cross-browser and cross-platform support • IE, Netscape, Firefox, Mozilla, Safari • Windows, Mac OSX, Unix, Linux

27. Workflow • Based on Windows Workflow Foundation • Custom workflows can be built to support most any business process • Workflow Forms (UI) can be implemented using either ASP.NET Pages or InfoPath • InfoPath enables both web-based UI and Office 2007-integrated UI experience (same forms within Word or Outlook) • SharePoint Designer support for simple workflows • Workflows can be attached to any list item including documents • Out of the box workflows: • Approval, Collect Feedback, Collect Signatures, Disposition Approval

28. Workflow Designer

29. Workflow Authoring Scenarios LOBIntegration Visual Studio andWorkflow SDK Industryspecific processes Purchase orders Product lifecycle mgmt Custom Tracking Apps Service Requests Asset Tracking SharePoint Designer Workflow Structured Ad Hoc Custom Form Actions Email Notification Exception Handling Document Processes Spec Review Weekly Status Report Tracking Applications Issue tracking Out-of-the-Box Solutions (with customization) Routing and Approval Review – Approval Signature collection East Asian workflow Office Server Features List Moderation Publishing Process Document Expiration

30. Who Uses Workflow? • Adhoc participation by Knowledge workers • Participates in WSS, Office, and Outlook • Starts workflows, completes tasks • Focus – flexible and familiar • Familiar to WSS Administrators • Set workflow settings (available workflows, default settings) • Manage Site/Box (deployment, activation) • Focus – consistent and integrated • Powerful tools for Developers • Suited development tools • VS for professional developers • SharePoint Designer for site authors • SDK with activities and samples

31. Microsoft BI: An Integrated Offering DELIVERY COLLABORATION CONTENT MANAGEMENT SharePoint Server SEARCH Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans END USER TOOLS & PERFORMANCE MANAGEMENT APPS PerformancePoint Server Excel BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server RDBMS SQL Server Integration Services

32. Business InsightExcel services High quality web rending Zero-footprint Interactive Browser Excel 2007 View and Interact Publish Spreadsheets Export/Snapshot into Excel Excel 2007 Office SharePoint Servers Programmatic Access Open snapshots Open full spreadsheet Protect, share and reuse spreadsheets Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Choose the parts you want to publish Customapplications Set and get spreadsheet values Perform calculations Retrieve full workbook file

33. Business Insight Business intelligence dashboards Common filters Live Excel spreadsheets KPI lists

34. Create new reports to share Search for reportsand dashboards Report CenterCentralize storage of business reports Personalized report delivery Microsoft Confidential – Presentation under NDA

35. Business IntelligenceEasily find trends in data Choose data bars, color gradients or icons to ‘see’ your data • Length of bar depends on values in each cell Color basedon whether the quantity exceeds, or falls below defined target Length of bar depends on values in each cell Pre-release software, subject to change

36. Business Data Catalog • Set up data sources in SharePoint Farm • Data source pulls from external system • Data from external data sources can be used in the following ways: • Columns in lists or content types • Web Parts • Actions (link to back-end data source) • Search • User Profiles • Object Model • Major Design Goal: Surface business data from various LOB applications with minimal coding • Out of the box providers for web services and database calls • Ability to create new providers

37. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.