Share Point Presentation Introduction To Sharepoint

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Transcript of Share Point Presentation Introduction To Sharepoint

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Introduction to Microsoft Office SharePoint Server 2007 (MOSS) And Windows SharePoint Services 3.0 (WSS)

Bill CookPragmatic [email protected]

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Session Objective(s)◦ A review of what SharePoint offers a 10,000 foot level◦ Where to begin..

Prerequisites◦ Desire to learn new technology and solutions

Some Ground Rules◦ Due to the length of the webinar, we will have limited time

for questions, but any additional questions can be submitted via email at [email protected].

Session Objectives And Takeaways

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From Enterprise To The Individual

Enterprise Content and Applications

User

Bas

e

Collaboration Team Sites(Unstructured content)

Web Portals(Corporate Intranet and Web site)

Departmental Solutions(Structured & Unstructured) Personal

Sites (MySites)

Enterprise Data Repositories(Highly Structured)

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Collaboration Requirements

Spreadsheets Intranet

Group and Personal

Databases

Enterprise Portals

Data Warehouses Content and

Knowledge Manageme

nt

SharePoint

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Balanced ApproachEmpowerment Governance

EmployeeSelf-Service

Site & InformationArchitecture

Role Delegation Policy & Rights

ManagementIntuitive Web + Office UI

Records Management

PervasiveCollaboration Auditing

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Operating System Services

Database Services Search Services Workflow Services

ASP.NET (Web Parts, Personalization, Master Pages, Provider Framework (Navigation, Security, etc.)

ApplicationsCollaborationDiscussionsCalendarsE-Mail IntegrationAlertsProject Mgmt “Lite”Offline Lists/Docs

Content MgmtAuthoringApprovalWeb PublishingPolicy & AuditingRights MgmtRetentionMulti-LingualStaging

PortalMySitesTargetingPeople FindingSocial NetworkingPrivacyProfilesSite Directory

SearchIndexingRelevanceMetadataCustomizable UX

Biz ProcessesRich/Web FormsLOB ActionsSingle Sign-OnBizTalk Integration

BIExcel ServicesDashboardsKPIsReport Center SQL RS/AS Integ.Biz Data in ListsBiz Data Catalog

Platform ServicesStorageRepositoryMetadataVersioningBackup

SecurityRights/RolesPluggable AuthNPer ItemRights Trimming

ManagementAdmin UXDelegationProvisioningMonitoring

TopologyConfig MgmtFarm ServicesFeature PolicyExtranet

Site ModelRenderingTemplatesNavigationVisual Blueprint

APIsFields/Forms OM and SOAPEventsDeployment

SharePoint Architecture

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SharePoint Products And TechnologiesWhat’s the difference between WSS and MOSS???

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SharePoint Tiering

Licensing And Feature Differentiation

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SharePoint Products and TechnologiesWindows SharePoint Services only

Collaboration

PlatformServices Workspaces, Mgmt,Security, Storage,Topology, Site Model

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists

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BusinessIntelligence

SharePoint Products And TechnologiesMicrosoft Office SharePoint Server 2007

Collaboration

Search

PortalBusinessForms

PlatformServices Workspaces, Mgmt,Security, Storage,Topology, Site Model

ContentManagement

Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards

Integrated document management, records management, and Web content management with policies and workflow

Rich and Web forms based front-ends, LOB actions, enterprise SSO

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists

Enterprise scalability,contextual relevance, rich people and business data search

Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

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Collaboration

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Core improvements◦ Tracking and project management◦ Document library improvements◦ Navigation improvements

Anywhere access◦ Outlook and Groove integration, Access List Integration◦ Keeping informed with alerts and RSS◦ Mobility

Community and communication◦ Wikis & blogs◦ Email and discussions, Public Folder Replacement◦ People and groups, directory integration◦ Integration with Office Communication Server

Fantastic “40” Application Templates!

Collaboration

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Simplified open/check-out experience Check-out documents locally Outlook can act as a smart client to site content

◦ Read/Write access to SharePoint datatypes Calendar, tasks, contacts, discussions, and documents

◦ Synchronization for offline support ◦ Users can edit documents when offline.◦ Aggregate views of calendars and tasks across sites

Improved calendar◦ SharePoint’s calendar module with richer calendar

views, recurrence support, all-day events, and more

Outlook Integration

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Personalized, People-Centric Portal Services

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Portal Site ◦ Integration with Windows SharePoint Services◦ Intranet Portal Template – Topics, Site Directory

People and Expertise Search◦ People specific search “tab”◦ Social network support

Targeting and personalization◦ Easier targeting – Distribution lists and Security Groups

Profile store improvements◦ Scalability, flexible schema, LDAP synchronization

People And Personalization Investment Areas

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People And Personalization My Site

◦ Improved Public Page, Personal homepage◦ Privacy control◦ RESOURCE: Role-based My Sites – 7 free

samples! Administrative Assistant Controller-Financial Analyst Customer Service Mgr HR Manager IT Manager Marketing Manager Sales Account Manager

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User ProfilesPeople Search My Site Other

SitesCustom Solutions

Active Directory

LDAP Server

Business Data Catalog

User Profile Object Model

Windows SharePoint Services Sites

User Profiles Store

Import

Sync Membership info

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Site Templates

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Team Site◦ Most commonly used template◦ Facilitates collaboration within teams

Blank Site◦ Exactly that. It is a blank slate to build on

Document Workspace◦ Allows teams to collaborate on a single document◦ Contains a document library, task list, and links

Wiki Site◦ Collaboration site to discuss concepts and ideas

Blog◦ Post ideas and receive feedback regarding the topic

Collaboration Template Group

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Basic Meeting Workspace◦ Contains the most commonly used tools for meeting organization◦ Contains attendees list, objectives, a document library, and agenda

Blank Meeting Site◦ Components same as other sites, but made for customization

Decision Meeting Place◦ Used when meetings are held to come to a conclusion◦ Record and manage those decisions◦ Includes decision task list, Tasks task list, and an Objectives List

Social Meeting Workspace◦ Used to manage meetings concerning social events

Multipage Meeting Workspace◦ Contains pages to manage information and decisions◦ This site has two additional pages versus the other sites

Meetings Template Group

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Document Center◦ Designed to manage large volume of documents◦ Includes required checkout and versioning enabled

Records Center◦ Manages the retention of documents◦ Can be controlled based on a status value◦ Can be routed and rerouted by using workflows

Personalization◦ Create targeted experience for users◦ Contains specialized web parts for filtering lists and libraries to

display relevant information to them.◦ Integrated into My Site

Site Directory◦ Index for sites contained within your site collection

Enterprise Template Group

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Report Center◦ Leverages key performance indicators and dashboards◦ Allows for creation of reports and other analytics. (Excel

Services)◦ Only available in the Enterprise License

Search Center◦ Includes search page and results page

Search Center with tabs◦ Similar to Search Center◦ Also Display scopes in tab format

Enterprise Template Group

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Publishing◦ Used for informational purposes when needing to control

content◦ Contains a page library with content types that allows the

users to make changes to the site◦ Changes need to be published

Publishing with workflow◦ Required approval via workflow before they are published

and visible News

◦ Used for sharing articles◦ Central location for news to be shared and stored

Publishing Template Group

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Communications◦ Announcements◦ Contacts◦ Discussion Boards

Tracking◦ Links◦ Calendar◦ Tasks◦ Project Tasks◦ Issue Tracking◦ Agenda◦ Survey

Lists Templates

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Custom Lists◦ Decision◦ Objectives◦ Text Box◦ Things to Bring◦ Custom List (Blank)◦ Customer List in Datasheet View◦ Import Spreadsheet◦ Language and Translators (MOSS Standard)◦ Key Performance Indicators (KPIs) - (MOSS Enterprise)

Lists Templates

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Document Library Templates◦ Document Library◦ Form Library◦ Picture Library◦ Wiki Page Library◦ Translation Management Library◦ Report Library◦ Data Connection Library◦ Slide Library

Document Templates

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Collaboration Demo

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Content Management

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Document Management Workflow Policies & Compliance Records Management Web Content Management

Enterprise Content Management

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Document management ◦ Scalable document libraries and repositories◦ Security and tracking

Workflow and approval◦ Out of box multi-stage serial and parallel document

workflows, document digital signature◦ Integrated with email and 2007 Office system

desktop applications◦ SharePoint Designer authoring and VS 2008

Development◦ InfoPath forms for workflow association,

initialization, tasks

Enterprise Content ManagementInvestments

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Records Management◦ Policy and Auditing

Content Types Information Management Policies Rights Management Services integration

◦ Records Repository Records Vault behavior Record routing Litigation holds interface Record collection interface Extensibility Information Management Policy mapping

◦ Search & Process

Enterprise Content ManagementInvestments

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Web content management◦ Designed for Internet and published sites incl. Extranet◦ New Web and Word authoring capabilities◦ New content deployment and publishing tools◦ Workflows built-in for approval and routing◦ Support for multilingual content

Enterprise Content ManagementInvestments

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Business Process Integration

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Reach more users with better forms◦ Browser enabled InfoPath forms◦ Offline data connections, New controls, Better printing◦ Intranet, Extranet, Internet

Automate form-driven business processes◦ Forms in Outlook, including Property Promotion◦ Workflow, Archiving, Information Rights Management◦ Integration with Workflow Tasks

Rapidly develop and deploy form solutions in the enterprise◦ Common development platform (OM, data connectivity)◦ ActiveX, Windows Form and ASPX control◦ Importer/Exporter Framework

InfoPath Form Services Investments

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Content Management and Business Forms Services

Demo

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Business Intelligence

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Business Data CatalogBusiness Data WebParts

SharePoint Lists

Search

User Profile Importer

Custom Solutions

Business Data CatalogMetadataDatabase

ADO.Net

Database Web Service

Web Service Proxy

Data Source

Features and applications

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END USER TOOLS & PERFORMANCE MANAGEMENT APPSExcel PerformancePoint

ServerBI PLATFORM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server DBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews Scorecards Plans

Our Integrated BI Offering

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Excel Services ◦ Share spreadsheets via zero-footprint browser experience◦ Live, interactive Excel 2007 spreadsheets

in SharePoint sites◦ Only publish what you want, control versions◦ Use Excel models in custom applications programmatically◦ Data Connection Libraries to simplify deployment for both Excel Services and InfoPath Form

Services Dashboards & Web components

◦ Common filtering (“slicing”) across web parts◦ KPIs, Excel workbooks, and SQL 2005 Reporting Services reports

Report Center Websites◦ Out of the box website optimized for report access

and management◦ Consistent management of reports, spreadsheets,

and data connection◦ Integrated with SQL Server 2005 Reporting Services

Data Connection Libraries & Business Data Catalog◦ Centralize storage of important data connections

Business IntelligenceInvestments

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Dundas ControlsFor SharePoint

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SharePoint Customers: Intranet

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SharePoint Customers: Extranet

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SharePoint Customers: Internet

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Review Business Needs Carve out about 4 to 5 requirements to begin

◦ What does your current Portal look like?◦ Where is the best ROI?◦ What departments can benefit?◦ What current processes can be easily migrated

Build on those

Where to begin…..