KMA SharePoint 2010 Preview Seminar Deck
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Transcript of KMA SharePoint 2010 Preview Seminar Deck
(2)Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved.
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Welcome
• Keynote – Fiona Akhtar, Microsoft
• Act 1: Collaboration themes – Michael Gilronan, KMA
• Break• Act 2: Insight and Productivity themes
– David Goldstein, KMA
• Breakout #1: Platform/IT Pro Track (MPR A) – Chris McNulty, KMA
• Breakout #2: Developer Track (Boston Room) – Liz Hatch, KMA
• Breakout #3: Licensing Track (EBC) – Adrian duCille, KMA
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Prologue: Key Questions We Will Address
• How can I use SharePoint 2010 to make my employees more collaborative?
– Enhanced tools for content-based collaboration
– SharePoint communities
– More ways to access and share content
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Microsoft SharePoint 2010Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements
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SharePoint Content
Management Efficiency
Flexibility and Compliance
User-centric
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Document Library and Ribbon UI
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Live Demo #1
• Enterprise Content Management capabilities
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SharePoint Communities
Participation Anywhere
Social Connections
Informal Knowledge
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People Data - Out of the Box
• User Profiles
• Rich Object Model
• User Profile Web Service
• Social Data
– Tags, Comments, & Rating
– Activity Feed
– Social Data Service
• Organization Browser
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Live Demo #2
Communities – MySites, profiles, tags, ratings
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IT Productivity
Deployment Flexibility
Scale with Governance
IT Pro Investments
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Live Demo #3
Offline experience with SharePoint Workspace
BREAK!
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Prologue: Key Questions We Will Address
• How can I use SharePoint 2010 to make my employees more insightful?
– By exposing key data to them from data bases and line of business systems
– By easily connecting this data to dashboards, maps, pictures, lists, …
• How can I use SharePoint 2010 to make productive?
– By developing forms and workflows that automate key business processes
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Act Two
Scene Business Problem SharePoint 2010 Feature
1 Unlocking line of business data
Business Connectivity Services
2 Automating business processes
InfoPath and workflows
3 Deriving insight from data
Connecting web parts to create mashups and dashboards
Productivity and Insight Act, in three scenes:
Act 2, Scene 1: Business Connectivity Services
• Multiple user interfaces
• External systems can be difficult to use
• Can't work with the data when and where I want to
• Can’t easily search for business data
• Need to involve IT to service my requests for data access
• Islands of business data
• Overhead for IT to service all user requests
• Manage security, auditing, connectivity
• One off projects for connecting to external systems
Challenges With Back End Data
Solution: Business Connectivity Services
Provide External Data in a Centrally Managed Way
Bring external data into SharePoint and Office
Outlook Forms SharePoint External Lists SharePoint Workspace
Exposing External Data Through BCS
External Content Type
CustomerCustomerIDFirstNameLastNameEmailAddress
External data
• Expose external data as a native SharePoint list – Full CRUD capability
– Familiar UI and navigation
– Sort, Filter, Group
– Programmatic access via SPList OM
– Profile page available for each item in the list
– Form• Auto-generated OOB
• Upsize to InfoPath
– Offline-able
External Lists in SharePoint
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Business Connectivity Services Demo
Act 2, Scene 2: Improving Productivity Through Process Automation
Form Designer & Filler
• Browser and Client forms
Introduction to InfoPath 2010
Visual Layout
Form Logic
Data Connection
InfoPath and SharePoint 2010
Form Designer & Filler
• Browser and Client forms with form logic & data connectivity
Forms for SharePoint
• Lists, External Lists, Form Libraries & Workflow forms
Forms integrated into Office
• SharePoint Workspace, Outlook, Word, PowerPoint, Excel
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Applying Workflows to InfoPath
• Managing how people work
– Document approval & feedback
– Collaborative reviews & discussions
– Gathering signatures
• Business logic in action
– Rules for SharePoint content
– Applied automatically or on demand
Out-of-Box Workflows
•Ready to use
•Common approval scenarios
Out-of-Box Customization
•Association and initiation settings
•Modify logic in SharePoint Designer
•Design forms in InfoPath
Custom Declarative
•Start from scratch or from existing
•New actions
•Task process framework
•More types of workflows
Custom Activities
•Encapsulate custom code in new action
•Deploy in full or partial trust (as user code)
Custom Non-Declarative
• Import solution into Visual Studio
•Advanced modeling
•Hook up workflow to events
Workflow Solution Spectrum
Act 2, Scene 3: Turning Data into Insights
Mashup: an application that results when a business user combines multiple sources
of enterprise and public data with some visualization and interaction capabilities.
Insurance Claims
ListLoanForm
Claims Management Mashup
LoanForm
Map Web Part
ListWeb Part
ImageWeb Part
Get Form From
Send Row Of Data(List ID)
Send Row of Data(Image URL)Launch
FormIn
Dialog
Connecting web parts to provide insight and improve productivity
Connecting Web Parts To Build Dashboards
Content
Data
What Goes Into a Dashboard?
Business Intelligence Demo
BCS, InfoPath, Mashups and Dashboards in Perspective
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
Resources
• From Microsoft:– Microsoft New England LIVE SharePoint Conference event: 1 Feb 2010– SharePoint 2010 site (including beta download):
http://sharepoint2010.microsoft.com– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx
• From KMA:– January follow-up SP 2010 webcast (and others TBD)– Web: www.kma-llc.net (now powered by SharePoint!) with white
papers, blogs, archived presentations, news, and events– Twitter: @KMALLC, @kmadavid, @mikegil, @cmcnulty2000,
@aducille– SharePoint Deployment Planning Services (SDPS), now available for
2010 planning– Follow-up e-mail with slide decks, prize winners
Calls to Action
• Start planning NOW:
– 2010 planning under SDPS (subsidized by Microsoft)
– KMA will supplement offering for attendees of this event
– KMA “SharePoint Health Check” offer
• Training and Learning:
– CompuWorks’ offer for SharePoint End User training
– KMA and Microsoft events and webinars
• Volunteers? SharePoint Beta!!
1: Platform IT Track - MPR A RoomChris McNulty
2: Developer Track - EBC RoomLiz Hatch
3: Licensing Track - Boston Room Adrian duCille
Breakout Session Rooms
Thank you!
SharePoint 2010 –IT Platform Overview
Chris McNulty
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Agenda
• Branding
• Infrastructure
• Early Guidance on Migration
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Branding
• 2007: Extensive Customization Possible, requires CSS and SharePoint Designer
• 2010: Branding and Themes Directly From Browser
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Demo
• Branding in Browser
• SharePoint Designer
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Platform Basics
• SharePoint 2010 will be a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers will require some advance prep work.
• Windows Server 2008 or Windows Server 2008 R2 X64
• SQL Server 2005 x64 SP3 CU3
• Or
• SQL Server 2008 x64 SP1 CU2
• For the beta – probably also need KB971831 - support the token authentication without transport security or message encryption in WCF
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Client/Browser Technology
• On the client side, Internet Explorer 7/8, Firefox and Safari will all be supported. However, IE6 will not be supported, so IT shops that had been deferring that upgrade should plan accordingly.
• Most other browsers are still supported for Internet configurations
• Office 2010 includes optimizations for the new platforms• Offline Access
– 2007: used Outlook 2007 and Groove– SharePoint Workspace 2010 integrates offline documents and
lists
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Office Web Applications
• SharePoint 2010 will provide a server based version of most Office applications – Office Web Access, or “OWA”. [It's going to be hard to stop thinking only of web access to Exchange as “OWA”!]
• In part, this enables simultaneous multiuser editing of Office documents:
– Excel in OWA, not client
– Word/PowerPoint on client only if file opened from a shared document library
– OneNote client or OWA
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Shared Service Applications
• The 2007 Shared Services Provider has been broken up.
• Each of its elements is now a Shared Service Application
• Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.]
• Crawl/index no longer a single server role
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Managed Metadata Service
• Centralized shared hierarchies of tags and terms [taxonomy]
• Centralized governance of user-created keywords [folksonomy]
• Centralized sharing and publication of content types throughout the enterprise
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Demo
• Central Administration
– New Site Collection
– Shared Service Application
– Managed Metadata Service
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Logging, Monitoring, and Alerts
• Unified Logging
• Out-of-the-box reports
• Richer Web Analytics
• Open Schema
• SCOM Integration
ULS Logs
Windows Events
Page requests
Feature Logging
Health data
Logging DB
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Proactive Resolution
• Developer Dashboard
– Empower developers and users
• Integrated Health Analyzer
– Runs when necessary
– Alerts anomalies
– Fixes when it can
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Health and Monitoring Demo
• IT Management
– Health Analyzer
– Web Analytics
– Developer Dashboard
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Predictable Upgrade
• Pre-upgrade checker
• Visual Upgrade
• Resumable upgrade
• Progress reports
• Parallel DB upgrades
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Simplified Deployment and Predictable Upgrade
• demo
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Thank you…
• Contact Details
– Email cmcnulty at kma-llc dot net
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: http://twitter.com/cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty
Thank you!
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SharePoint 2010Developer Track
Liz Hatch
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Agenda
Breakout #2: Developer Track
Visual Studio 2010
Developer Dashboard
Sandbox / Staging
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What We Need to Know
• Details!– Development needs
– Development approaches
– Development process
• Major changes in what we need to code– For instance, field validation using custom field controls, custom
forms, event receivers built-in using InfoPath
• Microsoft’s Vision and SharePoint Architecture– Explicit / Implicit
– Moving toward more open architecture
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SP 2010 Application Lifecycle
• Microsoft Listened!– Community had already adopted Best-Practice approach independent
of Microsoft
• SP 2007 Development– SharePoint Extensions were inflexible / not very useful
– Windows class projects with 12 hive structure are commonly used
– WSP Builder and setup.exe
• SP 2010 Development– Lots of project types including empty project
– SharePoint Extensions are USEFUL
– Built-in Solution Packaging
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Web Parts
• SharePoint 2007– Stand-Alone Web Parts
• No WYSIWYG design available
• Can develop component hosted in web application, if design is complex
• In some cases, can implement as user control hosted in web part with serious limitations
• SharePoint 2010– Visual Web Parts
– Stand-Alone Web Parts
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Developer Dashboard
• Command Prompt / turn on by running batch file
– STSADM or Windows PowerShell
– Need to run with admin privileges
• In SharePoint, go to site settings to test dashboard
– Look for tiny icon in right margin
– Reload page
– Click on icon
– VOILA!
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Sandboxed Solutions
1. Enable the service “Microsoft SharePoint Foundation User Code Service”
2. Central Admin: Turn on in “Services on Server”3. Deploy to Solution Gallery4. Constraints of Sandboxed Solutions
– Developer must be site collection admin– Web Part must be derived from System.Web.UI.WebControls.WebPart
namespace, NOT SharePoint-based Web Part– No calls to web service, file I/O, limited access to SharePoint object
model– Assemblies run under different process (SPUserCodeV4)– Cannot create Visual Web Part
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Workflows Using Visio 2010
• SharePoint Designer Visio 2010 Visual Studio
• Select Flowchart, SharePoint Workflow Option
– Create workflow
– Check for errors
– Export to VWI file
• SharePoint 2010 not yet importing…
• SPD Overview – Import, Customize, Export
December Seminar
• The SharePoint 2010 Preview
December 17, 2009
• Only available through Microsoft Volume Licensing
• CALs commonly sold via Microsoft CAL Suites
– Core CAL Suite
– Enterprise CAL Suite
• CAL Suites simplify the acquisition of server infrastructure
• Offering industry-leading capabilities at cost-effective price points
• Eliminating the need to obtain licenses one product at a time
• Providing the flexibility to adapt to the technology demands of your
people without the additional worries of licensing compliance
• SharePoint Enterprise CAL has Office client related services
• Licensing requirement depends on what is used
• SharePoint Deployment Planning Services (SDPS)– Plan your new SharePoint deployment
• Physical Architecture
• Logical Architecture
• Business Value Planning Services (BVPS)– Streamline key business processes via the Microsoft Office System
• Automated Forms
• Content Search and Reuse
• Sensitive Records Management
• Performance Measurement & Reporting
• And the list goes on………..