Northridge Webinar Share Point 2010 Public Web
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Transcript of Northridge Webinar Share Point 2010 Public Web
Sh P i t 2010 f P bli W b it & A li tiSharePoint 2010 for Public Websites & Applications:Core Aspects of the Platform that Support Enterprise Business & Marketing Requirements for External Web Solutions g q
Wednesday, June 30, 2010
[email protected]@northridge.com877.693.5167www.northridge.com
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Today’s Webinar: What Will We Cover?
Introductions, About Today’s Presenters
What is SharePoint 2010What is SharePoint 2010
Common SharePoint Platform Benefits for Intranet, Extranet, Internet
What Specific Aspects of SharePoint 2010 Support External Websites and Applications
User Experience Overview
Web Content Management Overview
S h O iSearch Overview
Custom Development Overview
How does Licensing for External Websites Workg
Northridge SharePoint Portfolio Examples
Q&A, Next Steps
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Who is Northridge
We combine business consulting, online marketing, creative services, and deep technical expertise to help our clients drive business value from Microsoft technologytechnical expertise to help our clients drive business value from Microsoft technology in the following three core areas:
Insight & Collaboration & Acquisition & gAnalysisProductivity
qRetention
We have a Strong FoundationWe have a Strong Foundation. 10 years in business, 80+ full‐time consultants serving clients across North America
We experience Continued Growth.Top 50 Fastest Growing Companies (Atlanta Business Chronicle)Top 50 Fastest Growing Companies (Atlanta Business Chronicle)
We are a Microsoft Gold Certified & Managed Partner.7 Certified Competencies, 75+ Customer ReferencesLess than 1% of all Microsoft Gold Certified Partners are Managed Partners
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Less than 1% of all Microsoft Gold Certified Partners are Managed Partners
What is SharePoint & How Can It Be Used
Intranet, Extranet, & Internet SitesCollaboration & Productivity SolutionsOn‐premise, Cloud‐based, & Hybrid Models
Websites & Portals
Cross Browser, Offline, Mobile, MS Office Integration
SitesProgram & Project ManagementCustom Business Application Development
Communities, My Sites, Blogs & WikisTagging Tag Clouds Ratings Activity
Social NetworkingBusiness Applications
CommunitiesComposites
DevelopmentRead / Write Integration w/ Line of Business (LOB) dataVisual Studio SupportData Exposed Through Web Services & APIs
Tagging, Tag Clouds, Ratings, Activity Feeds, Social BookmarkingProfiles & ExpertiseOrganizational Browsers
W b & E i C
ContentInsights
Services & APIs Web & Enterprise Content
Web Content ManagementEnterprise Document, Records, Audio/Video ManagementWorkflows & Routing MetadataBusiness Insight & Analysis
Search
Enterprise Search
Workflows & Routing, Metadata Taxonomies and Folksonomies Document Imaging & Capture
g yDashboards & ScorecardsBI ReportsIncorporation of LOB Data from Data WarehouseWeb Analytics S h St t d & U t t d C t t
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Web AnalyticsPowerPivot, Excel Services, Visio Services
Search Structured & Unstructured ContentSearch Content w/in SharePoint, File Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search)Social Relevance & Phonetic Search 4
Common SharePoint Platform Benefits
Rich and integrated platform to replace heterogeneous environments and niche
Web Apps
Client Extranets
systems.
Build applications in a timely and cost effective manner.
Single platform for developers and
Public Websites Intranets
Single platform for developers and administrators.
Single platform for content managers and end users.
SharePoint One‐time training and cost‐effective maintenance.
Leverages your existing investment in Microsoft technology.Microsoft technology.
Leverages existing knowledge of Microsoft infrastructure required to support, maintain, monitor, and deliver high availability
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high availability.
SharePoint for External Websites & Applications
Intranet, Extranet, & Internet SitesCollaboration & Productivity SolutionsOn‐premise, Cloud‐based, & Hybrid Models
Websites & Portals
Cross Browser, Offline, Mobile, MS Office Integration
SitesProgram & Project ManagementCustom Business Application Development
Communities, My Sites, Blogs & WikisTagging Tag Clouds Ratings Activity
Social NetworkingBusiness Applications
CommunitiesComposites
DevelopmentRead / Write Integration w/ Line of Business (LOB) dataVisual Studio SupportData Exposed Through Web Services & APIs
Tagging, Tag Clouds, Ratings, Activity Feeds, Social BookmarkingProfiles & ExpertiseOrganizational Browsers
W b & E i C
ContentInsights
Services & APIs Web & Enterprise Content
Web Content ManagementEnterprise Document, Records, Audio/Video ManagementWorkflows & Routing MetadataBusiness Insight & Analysis
Search
Enterprise Search
Workflows & Routing, Metadata Taxonomies and Folksonomies Document Imaging & Capture
g yDashboards & ScorecardsBI ReportsIncorporation of LOB Data from Data WarehouseWeb Analytics S h St t d & U t t d C t t
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Web AnalyticsPowerPivot, Excel Services, Visio Services
Search Structured & Unstructured ContentSearch Content w/in SharePoint, File Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search)Social Relevance & Phonetic Search 6
Poll
H tl l i Sh P i t Pl tf ?How are you currently leveraging your SharePoint Platform?Intranet 35.4%
Extranet 1%Extranet 1%
Public Website 4%
Web Applications 2%
Combination of Above 44.4%
Not Currently Leveraging 13.1%
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User Experience: Overview
Sh P i t 2010 U E iSharePoint 2010: User ExperienceUser Experience Defined
Elements of DesignElements of Design
SharePoint Design Hierarchy
SharePoint Doesn’t Need to be Plain Vanilla
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User Experience: Defined
Optimal User Experience creates a marriage of Business Drivers and User Goals
Organization Website AudienceOrganization Website Audience
Positive UserExperience
Business Drivers User Goals
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User Experience: Elements of Design
Three Core Attributes of Interface Design (all possible with SharePoint)
• Overall look and feel; what emotions you want to evoke• Branding and tone through use of fonts colors and imagery
Visual Design
Branding and tone through use of fonts, colors, and imagery
• Prioritization of information and functionality at screen level
Information Design
• Prioritization of information and functionality at screen level• Aligned with both user and organizational goals
Interaction Design
• How users control their flow through key functionality and processes• Interface Controls, Navigation, Commerce, Search, Forms, Document Downloads, Email sign‐up processes
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User Experience: Design Hierarchy
Elements of SharePoint Visual Design
Master Page
Page LayoutPage Layout
Web parts
Web parts
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User Experience: Creative Options
Master Page support allows for h f
Header and Navigationthe creation of custom HTML and CSS.
Master Pages help
Header Graphic
Breadcrumb g penforce structure throughout the site.
Left N i i
Web Part Each Page has a Navigation Publishing HTML Field Zone Content Type which
defines the Metadata and a Page Layout which
Site Footer
defines the structure.
Content Types are associated with one
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or more Page Layouts.
User Experience: Creative Options
Design and Branding, What Limits?
The creative designer is not limited by theThe creative designer is not limited by the SharePoint Platform.
SharePoint does not have to be Vanilla.
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Web Content Management: Overview
Sh P i t 2010 W b C t t M tSharePoint 2010: Web Content ManagementMaster Pages & Page Layouts
Publishing Roles & WorkflowPublishing Roles & Workflow
Publishing UI Improvements
Shared Service Applications
Managed Metadata Service
Content Organizer
h lSearch Engine Optimization & Site Analytics
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Web Content Management: Master Page & Page Layouts
Master Pages – Define the overall page structure for common elements such as Header, Footer, and Navigation.
Header
Top Navigation
Page Layout
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Footer
Web Content Management: Master Page & Page Layouts
Content Type – A reusable collection of settings you want to apply to a certain category of content. Content Types enable you to manage the metadata and behaviors of a d i i li d bldocument or item type in a centralized, reusable way.
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Web Content Management: Master Page & Page Layouts
Content Query Web Part – A built‐in web part that allows the content to be aggregated based on specific queries. The display is controlled by an XSL template.
Press ReleasesContent Typeyp
EventsContent Type
CapabilitiesContent Type
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Web Content Management: Master Page & Page Layouts
Page Layout – A template that is used in conjunction with a Master Page to control the look, feel, and content of a page. The Page Layout provides controls based on the Contentlook, feel, and content of a page. The Page Layout provides controls based on the Content Type columns which allow the user to edit the page content.
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Web Content Management: Publishing Roles & Workflow
SharePoint Security – Group based security integrated with Active Directory
Flexible model allows Administrators to define security at the Site, List, or even Item L lLevel.Each sub‐site can have a different group of Content Authors and Approvers.Security model should be implemented according to organizational structure and/or business requirements.q
AdministratorAdministrator• Add/Update Content• Approve Content•Manage Structure and
h
Approvers
Hierarchy
• Add/Update Content• Approve Content
Author • Add/Update Content
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Web Content Management: Publishing Roles & Workflow
Approval Workflow – SharePoint includes a powerful and flexible approval workflow out of the boxout of the box.Assign to SharePoint Group, AD Group, or IndividualWorkflow Task Management
Parallel (All participants simultaneously)( p p y)Series (One participant at a time)Email notification of pending tasks and status updates
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Web Content Management: Publishing UI Improvements
Contextual Ribbon UI provides consistent experience across Office applicationsConsistent Rich Text Editor ControlsMulti‐Browser SupportMulti Browser SupportModal Dialog Box Interface for List FormsFile Drag and Drop
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Web Content Management: Shared Service Applications
Provides effective targeting of services to the Web Applications you have created Web Apps consume services on an individual basisEach Web App can use any combination of the available Service AppsEach Web App can use any combination of the available Service AppsYou can deploy multiple instances of the same Service AppThis model also allows Cross‐Farm Service Apps
You can also write your own services that take advantage of the SharePoint infrastructure
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Web Content Management: Shared Service Applications
Access Services ‐ Allows viewing, editing, and interacting with Access databases in a browser.Managed Metadata Service ‐ Provides access to managed taxonomy hierarchies, keywords, social tags, and Content Type publishing across site collections.Secure Store Service ‐ Provides capability to store data (e.g. credential set) securely and associate it to a specific identity or group of identities.State Service ‐ Provides temporary storage of user session data for Office SharePoint Server components.U d H l h C ll iUsage and Health Data Collection ‐ This service collects farm wide usage and health data and provides the ability to view various usage and health reports.Visio Graphics Service ‐ Enables viewing and refreshing of published Visio diagrams in a web browserin a web browser.Web Analytics Service Application ‐ Enable rich insights into web usage patterns by processing and analyzing web analytics data.Word Conversion Service Application ‐ Provides a framework for performingWord Conversion Service Application ‐ Provides a framework for performing automated document conversions.
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Web Content Management: Managed Metadata Service
Managed Metadata Service ‐ Provides access to managed taxonomy hierarchies, keywords, social tags, and Content Type publishing across site collections.
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Web Content Management: Content Organizer
Content Organizer – Provides a mechanism for organizing content based on metadata and user defined rulesmetadata and user defined rules.
Redirect Users to Drop Off Library – All uploads are automatically placed in the drop off library.Sending to Another Site – Create rules to send uploads to another site.Folder Partitioning – Automatically create folders to avoid folders with too many items.Duplicate Submissions – Control what happens when duplicate documents are submitted (new version new copy)submitted (new version, new copy).Preserve Context – Keep audit log and properties intact after item is routed.
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Web Content Management: Search Engine Optimization
Relevant content and judicious linking of site content
Site Map
SEO Specific Fields: Meta Description, Meta Keywords, Title Cross Linking of
Relevant Content
content.
Control fields that Human and robot Control fields that facilitate organic search optimization, i.e. Page Title, Natural Language
readable Site Map.
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URL.
Web Content Management: Site Analytics & Reporting
Traffic reports: provide metrics such as:How much traffic your site gets (Number of Page Views);Who visits your sites (Top Visitors);How visitors arrive at your site (Top Referrers);How visitors arrive at your site (Top Referrers);Daily Unique Visitors, Top Destinations, Top Browsers, etc;
Search reports: insight into what users are searching for:How many times users searched (Number of Queries);What were the most used search terms (Top Queries);What queries have high failure rates (Failed Queries);What queries have high failure rates (Failed Queries);Best Bet Usage, Search keywords, etc;
Inventory reports: key metrics regarding the inventory of your sites:What is the total disk drive space user (Storage Usage);How many sites exist (Number of Sites);Top Site Product Versions, Top Site Languages, etc;p , p g g , ;
Reports aggregated at the following levels:Per web application in the farmPer site collectionPer sitePer search service application
NEW FEATURESWeb Analytics Workflows – send reports either on a schedule or when specific conditions are met. Example: page views drop by 50% week over week.
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Best Bets Suggestions – automated suggestions for new Best Bets based on search metrics.
SharePoint 2010 and Search: Value Proposition
Opportunity Cost Value Opportunity
When you have gone to such trouble to get a prospective customer to your site, beware of
Use features like Best Bets and Promote / Demote to pushresults based on query keywords
driving them away with inferior site search.
Inferior site search:drives users back to the
and site scope
Dynamically drive marketing campaigns and inventory clearance through searchdrives users back to the
external search engine, and possibly to your competitorsleaves product sitting on the shelfi ll d ll
clearance through search
Annotate web content with tags and metadata to target as many search scenarios as possible
misses up‐sell and cross‐sell opportunitiesundermines an otherwise good siteharms your brand
Use search analytics to continually improve search experience
y
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SharePoint 2010 and Search: Core Value Areas
SharePoint 2010 Raises the Bar for Public Internet Site Search Faceted search presents metadata‐based Refinement Panel adjacent to results.Results ranking improves automatically over time based on click tracking.
Increased performance and scaling options allow efficient crawling andIncreased performance and scaling options allow efficient crawling and indexing, faster query performance, and fresher search results.
Health and performance monitoring allows passive monitoring of site search.
Web search analytics d i t d d hb d f d i i t tWeb search analytics drives reports and dashboards for administrators, managers, and marketing specialists.
Microsoft® FAST™ Search Server 2010 for Internet Sites increases search capabilites even more particularly in areas of faceted search and ”pushing” ofcapabilites even more, particularly in areas of faceted search and pushing of search results.
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Custom Development: Overview
Sh P i t 2010 C t D l tSharePoint 2010: Custom DevelopmentDevelopment Tool Support
Business Connectivity Services (BCS)Business Connectivity Services (BCS)
Workflow
Rich Internet Applications (RIAs)
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Custom Development: Development Tool Support
A major complaint with SharePoint 2007 was the lack of development tools.Open Source projects such WSPBuilder STSDEV and others helped to fill the gapOpen Source projects such WSPBuilder, STSDEV, and others helped to fill the gap.
Microsoft has heard the development community load and clear!Visual Studio 2010 includes BUILT‐IN SharePoint Development Tools.Visual Studio 2010 provides a plug‐in architecture for community tools.Visual Studio 2010 provides a plug in architecture for community tools.
Some of the New FeaturesNew TemplatesSharePoint Server ExplorerFeature DesignerPackage ExplorerF5 – compile, build, debug and deployIntegration with Team SystemVisual Web PartLINQ support
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Custom Development: Business Connectivity Services (BCS)
Comes with WSS4.0 & SP2010 (wasn't available in WSS3.0) Office Applications( )
Read & Write capabilities
Integrated Editor Environment in SharePoint Designer 2010 & Vi l St di 2010
Office Applications
Visual Studio 2010
Integrated into Office 2010 Suite
Sh P i tDesign Tools SharePointDesign Tools
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Custom Development: BCS External Content Types
SharePoint External Lists SharePoint Workspace with InfoPath Forms
Outlook Forms and Task Panes
External Content Type
CustomerCustomerCustomerIDFirstNameLastNamePhoneNumberEmailAddress
External data
Search Results Office Applications33
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Custom Development: Business Connectivity Services (BCS)
Solution Types
Create reusable (UI ECT
Out‐of‐boxSurface data in External ListsConnect those lists to
AdvancedAdvanced
components (UI parts, ECTs, actions)Outlook, SPW
External Data Columns
SimpleSimple IntermediateIntermediate
NO CODE* CODE
DeveloperDeveloperPower UserPower User Advanced DeveloperAdvanced Developer34www.northridge.com | Proprietary & Confidential
Custom Development: Key Workflow Enhancements
Design Tool ImprovementsDesign Tool ImprovementsVisio 2010SharePoint DesignerVisual Studio 2010
Site Workflow – releases developers from requiring a list item or document item to run workflow against.g
Reusable Declarative Workflows – does not rely on a specific list but can be associated with any list.High Privilege Workflow – specify an account rather than run as logged on user.
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Custom Development: Workflow Development Cycle
Define Process FlowVisio 2010 – SharePoint Workflow Designerf g
Add Business LogicSharePoint Designer – Workflow Designer
Define Customizations & IntegrationsVisual Studio 2010 – Workflow Designer
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Custom Development: Rich Internet Applications (RIA)
SharePoint 2010 provides enhanced capabilities for building rich internet applications.
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Custom Development: RIA Enabling Technologies
Microsoft Silverlight ‐ is a web application framework that provides functionalities similar to those in Adobe Flash, integrating multimedia, graphics, animations and i t ti it i t i l ti i tinteractivity into a single runtime environment.Adobe Flash ‐ is a multimedia platform that is popular for adding animation and interactivity to web pages.HTML5 ‐ is currently under development as the next major revision ofHTML5 ‐ is currently under development as the next major revision of the HTML standard. Like its immediate predecessors, HTML 4.01 and XHTML 1.1, HTML5 is a standard for structuring and presenting content on the World Wide Web. The new standard incorporates features like video playback and drag‐and‐drop that have been previously dependent on third party browser plug ins such as Adobehave been previously dependent on third‐party browser plug‐ins such as Adobe Flash, Microsoft Silverlight, and Google Gears.Ajax ‐ (shorthand for asynchronous JavaScript and XML) is a group of interrelated web development techniques used on the client‐side to create interactive web applications.jQuery ‐ is a fast and concise JavaScript library which simplifies the creation of animations, communications to server requests, document traversing and event handling.
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Licensing for Internet Sites, Internet Apps and Extranets
i lOptional Components
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Northridge Portfolio Examples
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Next Steps
Next Steps Request Slides & RecordingNext Steps Request Slides & Recording • To request access to today’s webinar recording, or a copy of today’s slide presentation, please email: [email protected]
How SharePoint Can Support Your Business GoalsHow SharePoint Can Support Your Business Goals• Be one of the first 20 to engage with Northridge in a meaningful conversation about how the SharePoint platform
t b i l d i Sh P i t 2010can support your business goals and receive a SharePoint 2010 T‐Shirt, Pen, and Notebook courtesy of Northridge & Microsoft. To set up a conversation, please email: [email protected]
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