Building Enterprise Applications and Products on SharePoint. Danny Ryan, Tommy Ryan,

Transcription

1 Building Enterprise Applications and Products on SharePoint Danny Ryan, Tommy Ryan,

2 Agenda 1:00-1:30pm - Registration and Welcome 1:30-2:45pm - Sprint 1 Workflow, Platform Services, MS Office Integration and Business Intelligence 2:45-3:00pm - Break and Refreshments 3:00-4:00pm Sprint 2 SharePoint Security, Communities and Collaboration, Enterprise Content Management and Enterprise Search Summary and Call to Action

3 Agenda Introduction to Seminar Sprint 1 Break Sprint 2 Summary and Call To Action

4 Seminar Purpose / Goals Follow up to the Now You Can and Next Level Seminars Show and Share how you can build enterprise applications and products on SharePoint Share more about how companies are taking advantage of SharePoint as an enterprise application and product platform

5 Seminar Purpose/Goals Business value focus We have a more technical series of seminars Build a good foundation on SharePoint technologies and Agile fundamentals to understand more about the ThreeWill approach

6 About this material Focus is building and integrating on SharePoint in the following 8 areas - Sprint 1 will focus on topics related to building on top of SharePoint, Sprint 2 will focus on topics related to SharePoint integration

7 What is your experience with SharePoint? 1. No experience, here want to learn more 2. Some recent experience with SharePoint (ex, currently using for Intranet) 3. Years of experience with SharePoint 4. Using SharePoint extensively (for Enterprise Applications, as Product for ISVs)

8 SharePoint Basics WSS v3 Windows SharePoint Services Free with Windows Server 2003 MOSS 2007 Microsoft Office SharePoint Server Extends WSS v3 Standard and Enterprise licenses

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

10 We slice it up this way 1. Business Apps and Workflow 2. Single Platform 3. Microsoft Office Integration 4. Business Intelligence 5. SharePoint Security 6. Communities and Collaboration 7. Enterprise Content Management 8. Enterprise Search

11 SharePoint Functional Architecture Applications & Services Collaboration Portal Search Content Mgmt Biz Processes BI Doc Collab, Wikis Discussions, Blogs Contacts/Cals/Tasks Integration Outlook Integration Project Mgmt Lite Offline Lists/Docs Intranet Template News, Site Dir My Sites People Finding Social Networking Privacy Search Center Relevance Biz Data Search Metadata Customizable UX Extensibility Authoring Workflow Web Publishing Document Mgmt Records Mgmt Policies Multi-Language Rich/Web Forms Self-Service Forms Real-time Data Val. LOB Integration LOB Actions Pluggable SSO Excel Services Report Center Dashboards/KPIs Biz Data WPs Biz Data in Lists SQL 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 Security Management Deployment Site Model Extensibility Repository Metadata Versioning Backup/Recycle Bin Indexing/Search vserver Policies Pluggable AuthN Folder/Item Level Rights Trimmed UI Admin UX Delegation Provisioning Monitoring Migration Config Mgmt Farm Services Feature Policy Extranet Support Templates Rendering Navigation Consistent UX 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 Search Services Workflow Services

12 The Productivity Gap Desktop Productivity Unstructured Office Applications Coordination & knowledge sharing is difficult Business apps are hard to access Can t Unstructured find information or Work people Content is out of date & poorly managed Too much paper and manual process Poor data visibility Unstructured Relational Database ERP CRM Enterprise Apps Structured

13 Momentum Intranet Sites

14 Momentum Internet Sites And of course Good list at

15 What The Industry Is Saying "If collaboration and file sharing is on your mind, SharePoint Server and its integration with Office 2007 are impressive.... the ability to create dynamic sites and for users to benefit from these tools and create their own My Site pages is extraordinary. "In 2007, the marketing associated with the launch of Microsoft Excel Services as part of Office 2007 will create the biggest news in the BI market. SharePoint Server 2007 is an (Able) Jack of All Trades.. Most importantly and the reason for which eweek Labs has given the platform an Analyst's Choice award SharePoint Server 2007 is the best product we've seen for getting a capable and feature-rich enterprise Web platform up and running quickly. Top 5 Web Application Developments Of the Year "But getting lost a bit in the noise and hype is one Microsoft product release that, in the long run, may end up being the most important, especially on the enterprise side. And that product is Microsoft SharePoint Server And based on my tests so far, I am impressed.

16 Agenda Introduction to Seminar Sprint 1 Break Sprint 2 Summary and Call To Action

17 Sprint 1 Planning Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

18 Demo Overview Part 1 - Office 2007 Integration with line of business data/information Part 2 - Workflow Foundation for centralized process management / SharePoint 2007 for consolidated views/dashboarding Part 3 - Windows Presentation Foundation/ Virtual Earth for immersive experience and visualizing large data sets for better decision making

19 Scenario Real Estate Manager making a decision about whether to renew or terminate a lease Electronics Store currently located on Market Street in downtown San Francisco Have options for other available locations to re-locate the store to more desirable site

20 Build on SharePoint Demo Part 2 Business Part 1 MS Office Applications Integration and Part 3 (aka Business OBA s or Workflow; Single Platform Office Intelligence Business Applications)

21 Sprint 1 Build on SharePoint Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

22 Business Applications and Workflow Workflows People centric workflow out-of-thebox Built on a rich platform Windows Workflow Foundation Integrates with structured business processes Business Data Catalog Out-of-the-box connectors: SAP, Siebel, Dynamics Forms InfoPath client

23 Workflow Options Lightweight Events Handlers Out of the Box Workflows SharePoint Designer VS.NET Workflows

24 Application Templates Basic configuration for common processes and workgroup tasks Starting point for deeper solutions and business impact: Human Resources Operations / IT Business Management / Finance Sales / Marketing Project Tracking / Product Mgmt Specialized / Verticals

25 Business Applications User Interface Options Web Part Framework (including Personalization) Custom Lists ASPX forms Office Applications (more in a bit) Other technologies including AJAX, Silverlight

26 What are Web Parts? Vital way to customize and extend SharePoint Create user interface elements Web Parts support Customization - changes made to the web part can be seen by all site members Personalization changes will only be seen by the user that made the changes Easy and powerful way to extend SharePoint

27 Web Part Pages Web Part Page Web Zone Web Part Web Zone Web Part Web Zone Web Part Web Part

28 Sprint 1 Build on SharePoint Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

29 Platform Improvements User Experience Improvements to usability, navigation, and customization Outlook offline support Platform Improvements ASP.NET 2 - Web parts, master pages, and pluggable authentication Customization enhancements Templates and feature extensibility Windows Workflow Foundation List enhancements Scale, content types, and versioning

30 Platform Improvements Manageability Improved backup\restore including recycle bin and VSS support Extranet deployment Full and side-by-side upgrade Security Folder and item-level security Interface trimming based on role

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32 Sprint 1 Build on SharePoint Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

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34 Office 2007 Client Integration vs. Office 2003 Integrated client/server capability 2003 Client 2007 Client Enterprise Content Management Content Management process integrated into client PowerPoint Slide Libraries Publish slides for central storage, reuse and change notification Excel Services Publish spreadsheets for server hosting, web viewing and component access control Electronic Forms Publish e-forms for and browser based form completion Access / SharePoint Integration Host Access data on SharePoint sites, use either browser or Access client to work with data Outlook / SharePoint Integration Bi-directional sync of calendars, tasks, and contacts. Offline access to document libraries. Groove / SharePoint Integration Direct synchronization between Groove workspaces and SharePoint document libraries Outlook / Exchange 2007 Utilization Unified communications, Managed folders, Scheduling enhancement and more.

35 The Work Of Business Create Lead Qualified? Create Oppt y Create Quote Closed? Complete Sale Create Invoice Retire Lead CRM ERP

36 Real World Information Work Estimate custom design Unstructured Get specs from customer Validate specs with Tech Sales Cost out the solution Decide discount strategy Assemble proposed response Approve proposed response Create Lead Qualified? Create Oppt y Create Quote Closed? Complete Sale Create Invoice Retire Lead CRM ERP

37 Real World Applications Word Estimate Excel Outlook InfoPath custom design Office Business Applications Get Validate specs specs with Office SharePoint Server from Tech customer Sales Cost out the solution Decide discount strategy Unstructured Assemble proposed response Approve proposed response Create Lead Qualified? Create Oppt y Create Quote Closed? Complete Sale Create Invoice Classic Enterprise Applications Retire Lead Structured

38 Sprint 1 Build on SharePoint Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

39 Business Intelligence The glue for BI for the Masses Delivers in-context BI From KPIs to Reports to Dashboards Key technologies Excel Services Report Center KPIs and KPI Lists Business Data Catalog ODC Library

40 Excel Web Access Reporting Excel Data Connections Read-Only Pivot Tables Charting

41 Sprint 1 Build on SharePoint Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

42 Example #1 Build on SharePoint Client Profile Scenario Technologies Used Leading integrated supplier of Lottery Services Ability to leverage SharePoint as a development platform for several web based product lines WSS v3.0 Virtual Earth Ajax Advanced Web Part Development Key Benefit(s) Extensible content platform from day one Ability to target UI to audience

43 Single Platform for WCM

44 Rich Business Intelligence / Reporting

45 Custom Web Parts

46 Example #2 Build on SharePoint Client Profile Scenario Technologies Used Group of Leading Entertainment Network Companies Custom Video Player solution (packaged branded site pages which presented searchable Video List as thumbnail images with custom pop up video description) WSS v3 Custom Web Part with Custom List View Java Applet Windows Media Services Key Benefit(s) All company videos are searchable and viewable through their intranet Large video files ( 800+ MB) are uploaded and managed by SharePoint Allows custom branding to be applied for each deployment

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48 Sprint 1 Review Demo Business Applications and Workflow Platform Services MS Office Integration Business Intelligence Client Examples

49 Agenda Introduction to Seminar Sprint 1 Break Sprint 2 Summary and Call To Action

50 Agenda Introduction to Seminar Sprint 1 Break Sprint 2 Summary and Call To Action

51 Sprint 2 Planning Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

52 Demo Scenario Show integration of best of breed enterprise wiki product with SharePoint SharePoint Team Blog Post Key Technologies involved Microsoft Office SharePoint Server 2007 Key Benefit Product adoption for enterprise clients

53 Part 1 -Single Sign On / Administration / Features

54 Part 2 - Content Embedding

55 Part 3 - Search Integration

56 Integrate with SharePoint Demo Part 2 Communities & Part 1 SharePoint Collaboration Part Security 3 Enterprise and and Single Sign Enterprise On Search Content Management

57 Sprint 2 Integrate with SharePoint Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

58 SharePoint Security Website and Security Framework A common site framework for all types of sites: intranet, extranet and Internet Built-in Security Authentication Authorization Extensibility

59 SharePoint Security Inheriting security List-level security Item-level security through code Forms-based Authentication Single Sign-On

60 SharePoint Security

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62 SharePoint Security Clicking on the link below (in the web part) takes you to the screen at the bottom of the page.

63 Sprint 2 Integrate with SharePoint Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

64 Multi-Dimensional Collaboration

65 Collaboration Enhancements Wikis and blogs Improved surveys, and discussions People and Groups: Distribution lists generated at site creation

66 Collaboration Enhancements Core Collaboration and Document Life Cycle Tracking and project management tasks in charts Detailed major/minor versions Required check out for edits Document library improvements Anywhere access Outlook integration: Two-way sync for contacts, tasks, and calendars Keeping informed: Search, alerts, RSS, and task notifications Mobility: mobile enabled lists

67 Sprint 2 Integrate with SharePoint Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

68 Managing Data/ Documents Managing Lists Views Content Types Import through Access Windows Explorer view of documents Datasheets Centralized Data

69 Key SharePoint ECM Features Reach Office integration Document Management Record Management, Policy and Compliance

70 Key SharePoint ECM Features Web Content Management Designed for Internet and Published Sites New Web and Word Authoring capabilities New Content Deployment and Publishing tools Workflow and Approval Out of box multi-stage Serial and Parallel document workflows Integrated with and Office 2007 desktop applications Customizable through Windows Workflow Foundation

71 Built-in Publishing Default/custom page layouts Check-out/check-in Versioning Approval Publish

72 Standard MOSS Templates

73 Custom Site Templates

74 Standard Publishing Page Layouts

75 Custom Page Templates

76 Page Templates

77 Site Actions The following Site Actions are available on a Publishing site

78 Enterprise Content Management

79 Content Approval

80 Content Type Design Hierarchical Inheritable Integrated with Document Information Panels Custom Document Templates Automatic Updates Workflow Integration

81 Sprint 2 Integrate with SharePoint Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

82 Enterprise Search Searching your SharePoint sites People File shares Web sites BDC Improve individual and organizational productivity by instantly connecting people with the right information and people while they work

83 Enterprise Search Search When And Where You Need To Enterprise Extranet Internet Presence Division Team The Individual

84 Find Content Scattered Throughout the Enterprise Search all your files and websites Out-of-the-box ability to search files on shares and all websites Extensible to include all types of files Extensible to custom repositories Scenario Examples Find a spreadsheet located on a file share Search over all business data Orders, customers, products, discussions, employee data, colleagues, etc. SAP, Siebel, custom repositories, etc. Best relevance and user experience Great relevance based on MSR algorithms Duplicate collapsing Query-hit highlighting and query correction Readily available to other applications Search XML Web Service Find a customer profile from your SAP system Get a set of relevant links when looking for a specific PowerPoint presentation Make enterprise search available in Word by adding the web service to your Research Pane

85 WSS vs. MOSS Search WSS Single site collection Limited Scopes IFilters Duplicate Collapsing MOSS Content Other Site Collections People Web Sites Exchange Public Folders File Shares BDC Custom Search-based Alerts RSS from Result Set Query API Features Search Site Template Custom Scopes Managed Properties Best Bets Usage Reporting Query & Admin API Extending Search

86 Search Concepts/Terms Search Scopes People Search Advanced Search Best Bests Search Web Parts Security Trimmed Results

87 Search Concepts/Terms Content Sources Crawl Rules Crawl Logs Managed Properties

88 Sprint 2 Integrate with SharePoint Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

89 Example #1- Integrate with SharePoint Client Profile Scenario Technologies Used Key Benefits Leading provider of scalable audio mining and speech analytic software The need to seamlessly integrate with SharePoint the initiation of searches and search results produced by Third Party Search Engine Document Library Event Handlers Web Part Development Third Party search technology integrated with SharePoint search screens Integration of relevant audio content Third Party Search engine crawl initiated when adding audio documents

90 Example #2 Integrate with SharePoint Client Profile Scenario Technologies Used Leading Agile Development Tool ISV Need to create a community portal that allows for product knowledge sharing WSS v3.0 Key Benefits Understanding of SharePoint Technologies Ease of use, search and updating Integration with Google Groups

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93 Example #3 Integrate with SharePoint Client Profile Scenario Technologies Used Key Benefits Leading Community Services Organization Need to create online communities for knowledge sharing and collaboration MOSS 2007 Forms Based Authentication Site Definitions and Page Templates Ease of administration and content management Synchronized authentication store Templates that allow provisioning sites in the future

94 Sprint 2 Review Demo SharePoint Security Communities and Collaboration Enterprise Content Management Enterprise Search Client Examples

95 Agenda Introduction to Seminar Sprint 1 Break Sprint 2 Summary and Call To Action

96 Seminar Survey Before we wrap up with a summary and a word from our sponsor please complete and return seminar survey for a chance to win giveaways

97 Retrospective What are you taking away from today s presentation?

98 ThreeWill Overview Microsoft Gold Certified Partner based out of Alpharetta, Georgia. Focus area is building custom collaborative solutions on SharePoint 2007 Certified in Microsoft's Information Worker, Custom Development Solutions, and Business Process and Integration competencies. All our consultants are Microsoft certified Average 10 + years of experience We are ranked in the top 5% of Microsoft partners based on an independent survey We believe the key to succeeding on projects relies on the right combination of people, process, and technology. Our company name, ThreeWill, comes from this philosophy.

99 ThreeWill Project Approach Small focused project teams of 3 to 4 people to Plan, Design, Develop, Migrate and Deploy (train as required). Iterative Phased Approach with output at the end of each phase. Project Planning Average duration is 2 weeks Initial project scope is set and feature sets are defined with priority Checkpoint is agreement of high level estimate and Iteration 1 plan Iteration Average duration is 2 weeks per Iteration Average number of Iterations is 4 Working software at the end of each Iteration Transition Average duration is 2 weeks Final product is delivered and transitioned

100 Process Overview SPRINT SPRINT PRODUCT BACKLOG BACKLOG 24 HOURS 2 WEEKS POTENTIALLY SHIPPABLE PRODUCT INCREMENT

101 Why Agile? Allows the team to focus on delivering the highest business value in the shortest time Rapid and repeated inspection of actual working product every two weeks Business (client) sets the priorities. Teams self-organize to determine the best way to deliver the highest priority features Every two weeks anyone can see real working product and decide to release it as is or continue to build it through another sprint

102 Project Types Custom SharePoint Development Projects 2 to 3 month engagements with 2 to 3 team members, average of 200K investment QuickStart Project 3 week projects with 2 team members, 30K investment Mentoring Consulting Project

103 Call to Action Request a Free SharePoint Assessment Find out more about our SharePoint QuickStart program 3 week engagement 2 team members 30K investment

104 Other Next Steps Visit our homepage Visit the ThreeWill blog Visit our technical blog Upcoming Seminars Subscribe to ThreeWill Newsletter Free video on Exploring SharePoint

105 Other Next Steps Visit our SharePoint Resource Guide Visit our SharePoint Showcase Site (featuring the SharePoint Application Templates)

106 Giveaway Drawing And the winner is