Sharepoint conference 3 - continental
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Architecting Enterprise Content Management: Internal and Customer-facing SolutionsBenjamin Lee, Jason Deere, Denise WilsonSenior Managers, TechnologyContinental Airlines
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Introduction
Presenting two separate implementationsContinental.com customer-facing CM
How we structured metadata and workflow to reduce a 2-month content approval process to 2 daysHow SharePoint lives in the same web app space and feeds modular content to Continental.com
Continental enterprise document CMHow we developed a process to build our structure so that users can tag files with metadata so we can find them with filtered search
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The Challenge: Static Content Each of 17,000 pages is updated separately
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The ChallengeProblems with the Old Workflow
Serial and manual processCan’t preview till near the end No tracking, auditing, visibilityWaste of developer talent, 17,000 web filesContent “pieces” are not repurposed within site, nor to other applicationsBottom Line: Takes a long, long, long time (up to two months)
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The ChallengeThe Old Workflow
Content Owner Submits New
Request or Re-opens Closed
Request
Communications Team Reviews / Creates Copy &
Selects Placements
Content Owner Review / Approves
Translation and Review
Production Team Starts
Roll to Production
Server
Request is Loaded and
Sent to Content Owner to be
Closed
Dev Team Implements New Containers and
Parameters
Third Party Review
Incomplete Unsuccessful
Changes
Production Team
Implements Request
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The ChallengeWhat Led Us To SharePoint
Needed a structured Content Management System (CMS)Tried a leading, large-scale alternative ECM solution, but failed
Overly document-centricToo expensive to customize
Wealth of MS and .Net developersMS PartnershipOut of the Box: Workflows, Version History
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The SharePoint SolutionThe Enterprise Vision
CMS
kiosk
co.com
Content pieces not pagesStored as simple html in ListItems
Each publication channel determines how to render
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The SharePoint SolutionProblems Resolved
Teams can work in parallelContent approvers can preview how page will look as soon as content is enteredBuilt-in tracking, auditing, visibilityModular content can be repurposed and restyled to any channelBottom Line: Process now takes just a day or two to make it to production, self-serve
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The SharePoint SolutionThe New Workflow
old workflow
new workflow
Content Owner Submits New
Request or Re-opens Closed
Request
Communications Team Reviews / Creates Copy &
Selects Placements
Content Owner Review / Approves
Translation and Review
Production Team Starts
Roll to Production
Server
Request is Loaded and
Sent to Content Owner to be
Closed
Dev Team Implements New Containers and
Parameters
Third Party Review
Incomplete Unsuccessful
Changes
Production Team
Implements Request
Content Owner
External Partner
Legal Marketing
MOSS Approval Workflow
SharePoint Page
Production Servers
Create / Edit / Review Content Directly from
MOSS
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SharePoint/ASP.NET Merged Publication
Jason Deere & Benjamin LeeContinental.com Team
demo
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The Content Management SiteUser Interface
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The Content Management Site”Pieces” are Stored in List Items
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/web Asset
SharePoint CQWP
Site Actions
The Content Management SiteInstant Preview
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The ImplementationThe Challenges
Out of Box functionality did not meet our need for content management to co-exist with Continental.com
There was no precedent for using SharePoint in the way we envisioned it with modular contentWanted to leverage thousands of existing ASP.NET assetsHow do we merge SharePoint content publication with an existing ASP.NET application?
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Merging MOSS and ASP.NETKey Points That Make This Possible
Virtual DirectoriesWhat MOSS doesn’t know, won’t hurt it
Smart routing of trafficSharing Application Code and Assemblies
App_Code/binUser controls, style sheets, etc.
External Master Page
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Merging MOSS and ASP.NETWhat MOSS doesn’t know…
Virtual DirectoriesCreate under your MOSS Web Application
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Merging MOSS and ASP.NETConfiguring Your SharePoint Site Structure
Key is to make your top MOSS sub-site and your virtual directory app at the same levelUnder site collection, create root sub-site in MOSS to house all “CMS” pages & content
e.g. “domain.com/cms”
What does that do for us?Can run both MOSS and the ASP.NET app on the same server, at the same time
Mirror SharePoint and ASP.NET folder structure
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Merging MOSS and ASP.NETRouting Network Traffic
Router makes decision based on sub-site URL
http://domain/cms/mycms.aspx
http://domain/web/mypage.aspx
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Merging MOSS and ASP.NETSharing Application Code and Assemblies
Allowing SharePoint to access existing business logic from web app
ASP.NET Files/App_Code/binweb.config
Copy from ASP.NET application folders to corresponding SharePoint folders
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Merging MOSS and ASP.NETWhat You Need to Make Your External ASP.NET Master Page Work with SharePoint“Minimal” master page:<%@ Import Namespace="Microsoft.SharePoint" %>
<%@ Register Tagprefix="WebPartPages" ...%><%@ Register Tagprefix="SharePoint" ...%><%@ Register TagPrefix="PublishingSiteAction" ...%><%@ Register Tagprefix="PublishingWebControls" ...%><%@ Register Tagprefix="PublishingNavigation" ...%><%@ Register TagPrefix="PublishingVariations" ...%><%@ Register Tagprefix="PublishingConsole" ... %><%@ Register TagPrefix="wssuc" src="~/_controltemplates/Welcome.ascx" %><%@ Register TagPrefix="wssuc“ src="~/_controltemplates/DesignModeConsole.ascx" %><WebPartPages:SPWebPartManager ID="SPWebPartManager1" runat="server"/><SharePoint:RobotsMetaTag ID="RobotsMetaTag1" runat="server"/><Sharepoint:CssLink ID="CssLink1" runat="server"/><span class="siteActions“><PublishingSiteAction:SiteActionMenu runat="server"/></span><span class="siteActions“><div> <PublishingWebControls:AuthoringContainer id="authoringcontrols“ runat="server"> <PublishingConsole:Console runat="server“ /> </PublishingWebControls:AuthoringContainer></div></span>
Site Actions Menu
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Merging MOSS and ASP.NET Override Master Page On Load
public class PublishingLayoutBase : PublishingLayoutPage{
protected override void OnPreInit(EventArgs e){
this.MasterPageFile = "~sitecollection/_layouts/CoCom/DefaultMasterPage.master";
}}
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<%@ Page language="C#" Inherits="CoAir.CMS.Web.PublishingLayoutBase,CoAir.CMS.Web.PublishingLayoutBase,Version=1.0.0.0,Culture=neutral,PublicKeyToken=7adcdaff331ecf96" %>
<%@ Register Tagprefix="WebPartPages" Namespace="Microsoft.SharePoint.WebPartPages" Assembly="Microsoft.SharePoint, Version=12.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Src="/web/en-US/usercontrols/MileageCalculator.ascx" TagName=“Calculator" TagPrefix=“CoAirUC" %>
<asp:Content ContentPlaceholderID="ContentInfo" runat="server"> <WebPartPages:WebPartZone runat="server"
Title="<%$Resources:cms,WebPartZoneTitle_Top%>" ID="TopColumn"><ZoneTemplate></ZoneTemplate>
</WebPartPages:WebPartZone>
<CoAirUC:Calculator ID=“Calculator" runat="server"/> </asp:Content>
Merging MOSS and ASP.NETUsing Your Master Page and User Controls in MOSS Page Layouts
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Merging MOSS and ASP.NETVoila!
/web Asset
SharePoint CQWP
Site Actions
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Internal Content Management: The Process
of Building the ECM StructureDenise WilsonSenior Manager, TechnologyContinental Airlines
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Internal Content ManagementThe Problem Set
User e-mailed attachments as ‘workflow’
No single version of the ‘truth’Uncontrolled growth of e-mail and file sharesUsers can’t find anything or collaborate
No way to enforce record retention policy
Not searchable for compliance or security
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Internal Content ManagementThe Evolution of the Solution
Started by evaluating one group in-depth
Enterprise EngineeringStandardized AD site namesStandardized machine names
Named all new sites/devices by new conventionCorrected others as projects touch the site
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Internal Content ManagementThe Tools
How did SharePoint help us do this?Automated review processes with workflowStandardized Content Types and templatesExposed data in Data Form web partsNormalized data can be viewed and filteredStarted identifying anomalies and correcting them
Out of the box functionality
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Automated Review ProcessSharePoint Designer Workflows
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Naming StandardsResult in Normalized Docs and Devices
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Standardize Content TypesGroups of metadata (site columns)
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Document Information PanelDropdowns promote standardization
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Display Data By Location (Filter)Before data view, had to fly engineer to
the site
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Slice and Dice Normalized DataVirtual Earth
Ref: Blogs by Jon Campbell and Greg Chan of SharePoint Designer Team
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Slice and Dice Normalized DataDrill Down
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Understanding Collective NeedsWhat We Learned From Each Group
Continental Board Meeting MinutesManagement is distributed to content ownersSenior level employees can manage own sitesBasic site structure, training and governance
Marketing Group Airport SignageTemplates / Look and feel
Corporate Sales TeamKiosk Deployment
Technology, Marketing, Airport Services
System Operations Coordination (SOCC)
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Evolution of the Process System Operations Coordination
Phase I: E-mail to document libraries‘E-mail enabled’ AD security groups Use now as DLs, later for SP securityLog e-mails sent to DLs
Phase II: Push Alerts from SharePoint Lists
Install PCs beside existing Unix workstationsExtend sites and training to remote airportsDisaster Recovery Failover to alt data center
Phase III: Integrate Mainframe Ops Data
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System Operations CoordinationPhase I: E-mail enabled document
librariesPhase II: Push alerts from SharePoint Lists
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Evolution of the ProcessEngineering is two of six project phases
Integration of the other four: Content types, templates, metadata, workflow
Design Proposal Summary
Engineering Work Order
Support Plan
Knowledge Base
Technology Work Request
Technology Cost Estimate
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Integration of the EnterpriseBuilding Content Management Structure
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Integration of the EnterpriseStructured Sites, Content Types and Metadata
Standardization Get consensus / decisions on naming standardsSelect site columns (file properties – author, date created, airport code, etc. per your needs)Develop hierarchy of content types
Continental (“Project Document”)Technology (“Technical Design”)
Engineering (“Design Proposal Summary”)Continental (“Contract”)
Technology (“Technology Contract”) IT Services (“ISP Agreement”)
Retention Basis (e.g. “Active” plus two years)Disposal Workflow
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Integration of the EnterpriseStructured Sites, Content Types and Metadata
Department by Department Site CollectionsContent Types (keep it simple)Metadata (keep it simple)
Establish a platformPut your new documents here (with metadata)Then migrate from file shares (with metadata)
Distributed ModelSite owners and training
Governance
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Integration of the EnterpriseRefined Search Scopes
Free-text search yields 8448 results
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Integration of the EnterpriseRefined Search Scopes
Search by Content Type (Systems EWO) Yields 22 results
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Continental Airlines Enterprise Content Management
Questions?
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Remember to fill out your evaluations on MySPC for your
chance to win two HD web cams and a designer mouse
(3 prizes awarded daily)
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Learn More about SharePoint 2010
Information forIT Prosat TechNet
http://MSSharePointITPro.com
Information forDevelopers
at MSDNhttp://MSSharePointDeveloper.com
Information forEveryone
http://SharePoint.Microsoft.com
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© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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