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SharePoint Technologies Overview December 18 , 2007. 583 affiliate offices worldwide. Meet some very popular websites.
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SharePoint Technologies Overview December 18, 2007 583 affiliate offices worldwide
Meet some very popular websites... Dec. 22, 2006 (Bloomberg) -- Google Inc. displaced Yahoo! Inc. as the world's second-most visited Web site in November and closed in on leader Microsoft Corp., a market researcher said today. Visitors to Google's sites rose 9.1 percent to 475.7 million in November from a year earlier, while those to Yahoo sites rose 5.2 percent to 475.3 million, ComScore Networks Inc. said today. Both sites trail Microsoft, which had 501.7 million visitors, ComScore said. WHY???
Get Reintroduced to Portals… You use it everyday!
Could Your Organization Benefit From Portal Technology? Now where did I put those Sales Targets I made last month? Now if I could just put my hands on that Vacation Request Form… UGH! I wish I could go back to this morning’s saved file! Why didn’t I make a copy???
Microsoft SharePoint IS The Leader! • A leader in Gartner’s Portal Technology Magic Quadrant • Forrester has ranked SharePoint as the #1 portal technology • 75 million licenses sold to 10 thousand customers • More than 1000 partners implement SharePoint • Community continues to grow • More than 380 customer case studies
SharePoint Services Is… Technology that improves team productivity and simplifies business processes by helping people access the information they need across organizational and geographic boundaries. Solutions Engine Storage Application Web Application • Administration • Personalization • Provisioning • Events • ‘Features’ • Workflow • Lists • Views • Libraries • Versioning • Security • Sites • Pages • Forms • Web Parts • Web Services • Security
SharePoint Services is the Foundation for Collaboration Knowledgebase • Free-form Thoughts • Brainstorm Ideas • Wikis • Blogs
SharePoint Services is the Foundation for Teamwork News & Information • Keep Teams In-the-know! • Alerts • Announcements • Surveys • Discussion Boards
SharePoint Services is the Foundation for Teamwork and Collaboration Workplace for Teams • Centralize • Documents • People • Information • Coordinate Schedules • MS Office Integration
Document ManagementVersioning and Workflow • Content Creation Scenario • Content undergoes both large and small changes during creation • Audience for the content changes • Approved version versus next version under development • Need a secure “holding pen” for content processing • Platform supports Major/Minor Versioning • Different security for minor versus major versions • Different content returned based on rights • Checked Out version • Draft/Minor version • Published/Major version • List item versioning • Version history page shows metadata changes • Version limiting • Limit the number of versions to retain
Unified Communications & Collaboration Content management Workflow & Portal Business intelligence Search Word processing Financial modeling Data management Presentations InformationManagement Evolution of Microsoft Office System 2007 1996
Scope of SharePoint Services Organization Team Department
Scope of SharePoint Server Internet Extranet Enterprise Team Channel Department Individual
MySite – Private vs. Public View Private Public
Channel/Department/Team Site • Employee Self-service • Provisioning • Announcements
Channel/Department/Team Site • Business Performance • KPI’s • Reports • Dashboards
Branding Separating content from presentation Page Authoring Web based Smart client (Word) Site navigation Governance Publishing schedules Approval workflow Formatting restrictions Site management tools Performance Internet scale Caching Content deployment Security Forms authentication Anonymous access Multi-lingual sites Search integration Enterprise Content Management
Multi-Lingual Sites w/ECM • Common pattern • Parallel sites in multiple languages • In concept, they are localized mirrors • In reality, there are exceptions and customizations for different regions • Modeled as variations • Admin creates multiple labels • System creates and maintains parallel versions of containers and items • Exceptions are allowed • Not just for language translations
ECM Variations • Source and target are loosely coupled • Pages always share a content type • Can use different layouts • Pages can be at different versions/levels • Separate approval • Can be moved around (within limits) • Target pages start with source page content, but can diverge • i.e. target page can be sent out for translation • Automatic and Manual modes • “Flag control” for choosing variation while browsing
Browser-Based InfoPath Forms • Server – reach more users . . . • Browser-based forms with multiple browser support • Validation, calculation, rules and interactivity via script • Server-based forms management (templates, code) • Smart invocation for browser or InfoPath client • Open forms via link with parameters • Embedding forms in aspx pages (chrome, data . . .) • Client - . . . with better forms • InfoPath forms within Outlook • Offline data caching • Visual Studio Integration • IRM support
InfoPath 2007 Forms Solutions Topology Intranet Extranet / Internet Browser Browser InfoPath Client (Design Mode) Office 2007 servers Forms Services IW : InfoPath Designer Developer : VS Tools InfoPath Client (Edit Mode) InfoPath Client (Edit Mode)
Excel ServicesNew in Office SharePoint Server 2007 • What is it? • Server-side Excel calculation engine • Browser access to live, interactive server spreadsheets • Programmatic Web service access to server-side Excel calculation • What are the benefits? • Server-grade: scalable, performant, robust • Easy to deploy: zero-footprint on client machines • Lockdown access to protect sensitive Excel models • “BI Portals” with Excel dashboards – built by users • Automate creation and update of server spreadsheets • Create solutions using Excel authored business logic
Browser Spreadsheets rendered in HTML Set parameters, sort, filter, and drill to explore and view the right data High fidelity to Excel client Calculated data and charts Excel 2007 Design and author spreadsheets Spreadsheets/snapshots Spreadsheets/Calculated data Excel 2007 Open in Excel for rich exploration and analysis Open snapshots Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Excel Services Spreadsheets Office 2007 SharePoint Servers (OSS) & Excel Services Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching
Business Data Catalog • A new business integration feature that provide an easy way to integrate business data from backend applications • Databases • Web Services • Provides a rich solutions for end users • Web Parts • Search • Profile • Metadata • SSO • Custom Applications
“Ship” To Records Custodian Nondigital records Records Manager 3rd-party imaging Knowledge Worker Desktop Items Send To SharePoint Lawyers & Paralegals Documents Exchange Mail Records Management Repository Organize, Maintain, & Dispose Records Repository SMTP & SOAP OFI Hold Search, Hold, & Triage Windows SharePoint Services Policy Enforcement “Vault” Behaviors
ASP.NET Integration • Master Pages • Support for .ascx controls in pages • Web Parts • Resource support for _layouts pages, etc.
How CanVCC Technology Consulting Help Your Organization With SharePoint?
WSS 3.0 Quick Start Offering Review • A review of your server, network and Active Directory environment is conducted by VCC staff with strong infrastructure skills and business awareness. • The main deliverable for recommendations and feedback will be a high level consulting report describing the relevant IT infrastructure and a finite set of immediate steps necessary to proceed with the installation. The report will also include a set of broader recommendations regarding the IT infrastructure for future consideration. Install • The SharePoint software will be installed by a VCC consultant with a deep understanding of the SharePoint architecture and how it best fits into your IT infrastructure. Search & Security Configuration • Post installation, the SharePoint software will be configured to search your Microsoft Office and Adobe PDF1 documents. Additionally, key organization members will be identified and added to the appropriate security groups. Training & Support • A consultant well versed and well trained in SharePoint technologies will guide key individuals2 in your organization through basic site administration and maintenance including (1) adding/removing users from Security groups (2) creation of sites and subsites and (3) working with site content. 1 The indexing of PDF content is limited to the capability of the Adobe iFilter 2 Training allows for up to three individuals