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SharePoint Technologies OverviewDecember 18, 2007

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!

Find Information

Organize Information

Could Your Organization Benefit From Portal Technology?

Now where did I put those Sales Targets I made last month?

UGH! I wish I could go back to this morning’s saved file! Why didn’t I make a copy???

Now if I could just put my hands on that Vacation Request Form…

Who are the Portal Technology Leaders?

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

Microsoft SharePointServices

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.

Storage Application

Lists Views Libraries Versioning Security

Web Application

Sites Pages Forms Web Parts Web Services Security

Solutions Engine

Administration

Personalization Provisioning Events ‘Features’ Workflow

SharePoint Services is the Foundation for Collaboration

Knowledgebase

Free-form ThoughtsBrainstorm Ideas

Wikis Blogs

SharePoint Services is the Foundation for Teamwork

News & Information

Keep Teams In-the-know! AlertsAnnouncementsSurveysDiscussion Boards

SharePoint Services is the Foundation for Teamwork and Collaboration

Workplace for Teams

CentralizeDocumentsPeopleInformation

Coordinate SchedulesMS Office Integration

Document ManagementVersioning and Workflow

Content Creation ScenarioContent undergoes both large and small changes during creationAudience for the content changes

Approved version versus next version under developmentNeed a secure “holding pen” for content processing

Platform supports Major/Minor VersioningDifferent security for minor versus major versionsDifferent content returned based on rights

Checked Out versionDraft/Minor versionPublished/Major version

List item versioningVersion history page shows metadata changes

Version limitingLimit the number of versions to retain

Version History

SharePoint Services Demonstration

Microsoft OfficeSharePoint Server

(MOSS)

Evolution of Microsoft Office System

Content management

Workflow & Portal

Business intelligence

SearchSearch

Unified Communications & Collaboration

Word processing

Financial modeling

PresentationsData

managementInformation

Management

2007

1996

Scope of SharePoint Services

Team Department Organization

Scope of SharePoint Server

Individual

Team

Department

Channel

Enterprise

ExtranetInternet

MySite – “Your” Homepage

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

Enterprise Content Management

BrandingSeparating content from presentation

Page AuthoringWeb basedSmart client (Word)

Site navigationGovernance

Publishing schedulesApproval workflowFormatting restrictions

Site management tools

PerformanceInternet scaleCaching

Content deploymentSecurity

Forms authenticationAnonymous access

Multi-lingual sitesSearch integration

Multi-Lingual Sites w/ECM

Common patternParallel sites in multiple languagesIn concept, they are localized mirrorsIn reality, there are exceptions and customizations for different regions

Modeled as variationsAdmin creates multiple labelsSystem creates and maintains parallel versions of containers and items Exceptions are allowed

Not just for language translations

ECM VariationsSource and target are loosely coupled

Pages always share a content typeCan use different layouts

Pages can be at different versions/levelsSeparate 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 supportValidation, calculation, rules and interactivity via scriptServer-based forms management (templates, code)Smart invocation for browser or InfoPath clientOpen forms via link with parametersEmbedding forms in aspx pages (chrome, data . . .)

Client - . . . with better formsInfoPath forms within OutlookOffline data cachingVisual Studio IntegrationIRM support

InfoPath 2007 Forms Solutions Topology

InfoPath Client (Design Mode)

Intranet Extranet / Internet

Browser

InfoPath Client (Edit Mode)

Office 2007 serversForms Services

IW : InfoPath DesignerDeveloper : VS Tools

Browser

InfoPath Client (Edit Mode)

Excel ServicesNew in Office SharePoint Server 2007

What is it?Server-side Excel calculation engineBrowser access to live, interactive server spreadsheetsProgrammatic Web service access to server-side Excel calculation

What are the benefits?Server-grade: scalable, performant, robustEasy to deploy: zero-footprint on client machinesLockdown access to protect sensitive Excel models“BI Portals” with Excel dashboards – built by usersAutomate creation and update of server spreadsheetsCreate solutions using Excel authored business logic

Excel Services

Calculated data and charts

BrowserSpreadsheets rendered in HTMLSet parameters, sort, filter, and drill to explore and view the right dataHigh fidelity to Excel client

Custom ApplicationsSet values, perform calculations, get updated values via Web ServicesRetrieve full workbook file

Spreadsheets/Calculated data

Spreadsheets stored in document librariesSpreadsheet calculation and rendering External data retrieval and caching

Office 2007 SharePoint Servers (OSS) & Excel Services

Spreadsheets

Excel 2007Design and author spreadsheets

Open in Excel for rich exploration and analysis

Open snapshots

Spreadsheets/snapshots

Excel 2007

Business Data Catalog

A new business integration feature that provide an easy way to integrate business data from backend applications

DatabasesWeb Services

Provides a rich solutions for end users Web PartsSearchProfileMetadataSSOCustom Applications

Records Management Repository

Organize,Maintain, &

Dispose

Records Manager

Search,Hold, &Triage

Lawyers &Paralegals

Exchange

Send To

SharePoint

Documents

Mail

KnowledgeWorker

DesktopItems

“Ship” To

Nondigitalrecords

RecordsCustodian

3rd-partyimaging

RecordsRepository

Policy Enforcement

“Vault” Behaviors

SM

TP

& S

OA

P O

FI

Windows SharePointServices

Hold

File Plan Configuration

ASP.NET Integration

Master PagesSupport for .ascx controls in pagesWeb PartsResource support for _layouts pages, etc.

MOSS Demonstration

How CanVCC Technology Consulting Help Your Organization With

SharePoint?

WSS 3.0 Quick Start OfferingReview

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.

InstallThe 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 ConfigurationPost 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 & SupportA 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 iFilter2 Training allows for up to three individuals

Questions?

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www.vitale.com 617.912.9000

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