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SharePoint for Extranets. Extranet Solutions with SharePoint 2010 for Internet Sites Extending...
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Transcript of SharePoint for Extranets. Extranet Solutions with SharePoint 2010 for Internet Sites Extending...
SharePoint for Extranets
2
Extranet Solutions with SharePoint 2010 for Internet Sites
Extending Business Boundaries
Hilde Rietveld & Davide ColomboDigital Marketing TeamMicrosoft Corporation
Overview
Defining Extranets
Setting the Context
Evidence
SharePoint Capabilities
Architecture
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ExtranetsPartner Portal
Private WebB2B
B2C
Secure NetworkDealer Network
Financial Management Sites for Banking Customers
Product Support Sites
Franchise Management Sites
Features and functions that are Intranet-like
Isolation from anonymous internet users
Services and information for targeted audiences
Customers
Partners
Vendors
Employees
Vertical Portals
Horizontal PortalsAuthenticated Users
CommunityExperts
Search
Information
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Extranets are Websites that connect organizations to employees, partners, vendors, and customers—providing a secure, engaging and personalized interaction with people, information, applications and business processes.
Extranets Defined
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Business ExtranetsConnecting your business communities for success
Business Growth
Competitive Advantage
Cost Reduction
Partners
Extranet
Customers Employees
Internet Intranet
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Business Challenges – Extranet BenefitsExtranets – Achieving your business goals
Limited insights into partner initiatives
Team Collaboration across locations and time zones
Limited accessibility to partner resources
Limited customer insights to future marketing initiatives
Time to marketing latency
24/7 customer access to personalized offerings
Real-time sharing of business intelligence
Anytime partner site collaboration strategies
Segregate and protect sensitive shared business resources
Inefficient partner\vendor workflow processes
Support costs for customer service teams
Attracting diverse remote mobile employee talent pool
Enabled workflow processing for streamlined interactions
Customer self-service opportunities
Comprehensive access to shared resources and LOB applications
Competitive Advantage
Challenge
Benefits
Cost Reduction
Challenge
Business Growth
Challenge
Benefits Benefits Trusted customer
feedback on goods and services offerings
Centralized content publishing access
Mobile customer access to targeted services
Extranet Stakeholder GoalsWhat are the benefits for extranet stakeholders?
ExtranetStakeholde
r Goals
Technical Managers
Information Workers
Executive Leadership
Business growth New strategic opportunities Legal requirement compliance Operational cost reductions
Content management Search capabilities Infrastructure Security
Knowledgebase availability Flexible customer support Familiar interface tools Dynamic application access
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Evidence
SharePoint Leads for Portals
Magic Quadrant Disclaimer The Magic Quadrant is copyrighted September 10, 2010 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
Gartner Magic Quadrant for Horizontal Portals, 2010
RE/MAX wanted to minimize operating costs and improve franchisee resources by updating its custom-built, externally hosted affiliate extranet. Using SharePoint to redesign and administer the extranet, RE/MAX expects to save 75 percent annually in maintenance and administration costs, and improve communications and strengthen connection with brokers and agents.
Cadence is using SharePoint to significantly improved its ability to expand target marketing, enabling users to access and participate in blogs and forums, or access community content within the products and solutions pages.
SchoolNet wanted to provide a social networking environment where educators could share, review, and discuss the wealth of high-quality information, resources, and practices available. SchoolNet used SharePoint to build, manage, and publish a Web portal that focuses on empowering student achievement. SchoolNet leveraged key social networking features like blogs and wikis, but also leveraged SharePoint to manage dynamic user-generated content through workflows.
Forest City Enterprises, a major real estate developer, needed a way to collaborate with advertising, public relations agencies, new and other media vendors around the country. With SharePoint, they created an extranet for their digital media library contributing to more successful marketing support by giving broader—and speedier—access to visual resources from which to make selections.
Gafcon wanted to improve accessibility to information to streamline business processes and serve its clients more efficiently. Using SharePoint, Gafcon implemented intranet, extranet, and industry-specific business solutions that provide employees and clients with real-time access to information from any location.
Akin Gump wanted to improve organizational control of its IT assets, along with the business processes and the technology solutions that supported them. Akin Gump embraced an integrated environment made up of Microsoft products and a Microsoft Enterprise CAL Suite agreement, saving US$60,000 in licensing costs alone. The firm’s new SharePoint solution will help attorneys and staff better serve and support the firm’s clients.
Microsoft has over 30,000 sales professionals around the globe that need to be connected to each other, and trained on the latest technical product information and sales data and methodology. Academy Mobile empowers sales representatives to share and consume their sales and technology expertise using short multimedia podcasts
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Extranet Requirements
SecurityCollaboration
Business Intelligence
Content Management
Performance
Self Service Portals
Search
Authentication
LOB Connectivity
Mobile AccessCommunities
Email Integration
Customer Experience
Branding
New Service Applications
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Why SharePoint 2010?What are the value adds in extranet deployments?
Collaboration Content Management Search Business
Intelligence
LOB Application
ConnectivitySecurity
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Partner and Customer CollaborationSharing information across business boundaries
Partner team announcements
Partner / Vendor discussion boards
Shared business document storage
Internal / External links to shared
resources
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SharePoint’s contextual ribbon
Cross-browser support, WCAG conformance
Familiar Office experience
Editor User Experience
Distinguish your brand online with a wide array of easy to use tools and out-of-the-box Web Parts to easily add content to Internet, intranet or extranet sites using point-and-click functionality. A comprehensive set of additional Web Parts are available for a range of applications from key performance indicators to delivering rich interactive experiences with Silverlight.
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Web editor user experience(11 hours in 5 minutes video)
• http://kyleschaeffer.com/sharepoint/sharepoint-design-in-five-minutes/#more-938
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Digital Asset Library
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Enhanced Search ExperienceFinding the right resources and people - FAST
Document thumbnails
Document previews
Content navigators with exact counts
Connecting partners and customers to
resources and expertise
Deliver results that are contextually relevant
”What should I know about selling ERP?”
- Alan Brewer, Sales Lead
”What should I know about implementing ERP?”
- Renee Lo, Consultant
Role-specific relevance
Business drivenrefinement
Targeted Best Bets / Visual
Best Bets
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Enhanced Search ExperienceAdding locations with Bing Maps
Results shown on Bing Maps
http://www.youtube.com/watch?v=c0WlgrxgX-E
(Prototype only)
Targeted Promotions
Federated Off-site Content
Social Content Rankings
Dynamic Navigation
Interactive Customer Support
One-stop Account Servicing
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Extranet MobilityAnywhere mobile read-write access
042 440 5280
Navigate doc libraries and LOB data
Interact with Office content
Search people and expertise
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Connect partners and customers to information from multiple applications across your enterprise
LOB Application ConnectivitySharing information across business applications
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Need picture of Customer Self Service
Outlook Forms andTask panesSharePoint lists
SharePoint Workspace with InfoPath Forms
Artist Tracker > Artists
Artists
Contracts Artist Name Address City State
Artist
Mandible
Artist Name: Mandible
Agent:Andrew Datars Quartet
Stuck in the Mud
Tastes like chicken
Deathrattle
Jay Hamlin Trio
Down on the Bayou
Concourse
Down on the Bayou
Concourse
Concourse
Jay Hamlin Trio
My Artists
Search results Office Apps
Customer/Partner Self Service
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Benefits Beyond the ExtranetEngage partners customers and employees across one platform
Customers Partners Employees
Internet Extranet Intranet
EXTRANET TOPICS
Extranet Audiences
Organization ATHE BEST PEOPLE, IDEAS SYSTEMS &
INFORMATION
CommunityINDIVIDUAL EXPERTS
Organization BPARTNERS AND VENDORS
Organization AREMOTE EMPLOYEES,
AFFILIATES, BUSINESS UNITS
PublicCUSTOMERS
1
2
3
4
Your Extranet
Unified platform for all Scenarios:INTRANET, EXTRANET and INTERNET
Employee
Anonymous
Customer/Partners
INTRANET
EXTRANET
INTERNET
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Extranet Best Practices1. Get started with the extranet topologies for
SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture
and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)
and Form Services for access back-end data sources
1. Get started with the extranet topologies for SharePoint 2010 models
Internet
Internet Corporate Network
Anonymous
SP2010WFE
Employee with contentediting/management role
SQL Cluster
Perimeter
AD
Intranet
Internet Corporate Network
Employee
Perimeter
Employee connected outside corporate network
SQL Cluster
AD
SP2010 WFE
intranetSP2010 applic.server
EXTRANET (scenario A)
Internet Corporate Network
Authenticated External users
Customer/partners
Employee
Perimeter
SQL Cluster
AD
SP2010 WFE intranet
SP2010 applic.server
EXTRANET (scenario B)
Internet Corporate Network
Authenticated External users
Customer/partners
SP2010WFE
Employee
SQL Cluster
Perimeter
AD
SQL Cluster
AD
SP2010 WFE intranet
SP2010 applic.server
Content Publish
http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=24079
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Extranet Best Practices1. Get started with the extranet topologies for
SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture
and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)
and Form Services for access back-end data sources
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Easily Authenticate Users
Vendors, Customers
Partners Employees
Extranet/Internet ZoneClaims Based Authentication
FBAclaims
Windows claims
Claims based-mixed/multi mode authentication
https://corporate.contoso.com
The new claims based authentication model that is available in SharePoint 2010 that will help SharePoint administrators combine authentication types to improve end user experience. You may wish to create and maintain different channels for access by your extranet user groups. The combination of Multimode and Mixed Mode deployments help you to design the right access for your users.
Multiple Authentication Mechanisms• A diverse user base
• Companies (B2B)– Partners– Vendors– Customers– Compliance and governing bodies
• Individual partners– Agents– Community members
• Internal employees• Remote employees
Claims-based authentication typesMultiple Authentication Mechanisms
User type Provider and authentication type
Internal employees• AD• LDAP store with FBA• SAML token
remote employees
Partner companies (B2B)
• Trusted partner identity provider with SAML token (e.g. ADFS 2.0)
• Dedicated AD or OU
Individual partners(Agents or community
members)
• Windows Live ID with SAML token• SQL database with FBA• Dedicated AD or OU
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Authentication Sample
Sharepoint Groups
RoleUsers Pwd
Administrator
User B
User C
Administrators
External Sales
External Vendor
External Vendor SP
External Salse SP
Web Application Administrators
SQL Authentication DB
Userdemo
External Vendor
Esternal Vendor SP
UserdemoAS
P.N
ET S
QLM
embe
rShi
pPro
vide
r
USER Request Login
Username & Password
OK Authenticated : UserID & Roles
Authorization
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Targeted Experiences
User A, an internal marketing resource, signs in
Based on permissions, certain information is available to User A
Access to ALL content
User B, an external sales resource, signs in
Based on permissions, user B is presented with a different set of targeted content
User C, an external vendor resource, signs in
Based on permissions, user C is presented with yet another set of content
In this age of user generated content and increased participation, employees, partners, vendors, and customers are all active stakeholders of your product or service. Companies are looking for interactive channels that allow them to collaborate with each of these audiences. The more your organization can adapt, the more likely you are to profit from these changes. SharePoint can help.
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Extranet Best Practices1. Get started with the extranet topologies for
SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture
and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)
and Form Services for access back-end data sources
Extranet built by BrightConsult, part of Incadea Group.
The solution covers the needs of managing relationships of a car producer (importer) with dealers, suppliers, etc.
This is implemented at BMW Group Russland, Porsche Group Russland, and going live with KIA Motors Russia soon.
Automotive Extranet
Automotive Extranet
Shared Service Provider
SharePoint
Search
Excel Calc Service
Business Data Catalog
User Profile Service
ContentConfig Workflow
SharePoint Server
Search
Excel Calc Service
Business Data Catalog
User Profiles
ContentConfig Workflow
2010 2007
Windows SharePoint Services
Service Apps in SharePoint
SharePoint Service Applications
SharePoint 2010
Search
Excel Calc Service
Business Data Catalog
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint ServerShared Service Provider
Windows SharePoint Services
Service Apps in SharePoint
SharePoint Service Applications
SharePoint 2010
Search
Excel Calc Service
Business Connectivity Service
User Profiles
SharePoint Foundation
ContentConfig Workflow
SharePoint Server
Sandboxed Code Service Usage & Health Logging
Word Service
PowerPoint Broadcast Service
PerformancePoint
Visio Service
Access Service
Web Analytics Managed Metadata
3rd party services…
Service Apps in SharePoint
Extranet Logical and Services ArchitectureThe big picture…
• Extranet users increasingly use search directly from homepage
• SharePoint is a great platform with integrated extranet and search
Tunable relevancy
Extreme scale Visual best
bets Similar results Refiner exact
counts
Extranet Search
FAST Search for SharePoint medium search topology
Search Architecture
Add FAST servers to perform:• Process content and build index
partitions.• Process search queries.
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Extranet Best Practices1. Get started with the extranet topologies for
SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture
and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)
and Form Services for access back-end data sources
DirectAccess
HTTPS (443)
Layer3 VPN
Data Center / Corporate Network
Business Partners AD, ADFS, RADIUS, LDAP….
Home / Kiosk
EmployeesManaged Machines
Mobile
Exchange
CRM
SharePoint
IIS based
IBM, SAP, Oracle
TS/ RDSCitrix
Non web
HTTPS /
HTTP
NPS, ILM
Internet
How It Works
Rights Management Services
Persistent
+Encryption PolicyAccess PermissionsUse Right Permissions
How RMS Works in it’s Simplest Form
How Does Office SharePoint Server 2010 IRM Work?
Document Publisher
AD RMS Server
Document Consumer
MOSS Server
MOSS Database
1) A document is uploaded by an author to a protected library.2) If the document was protected by MOSS before, the document
protection is automatically remover. The unprotected document is stored in the MOSS database
3) A second user attempts to open the document from the SharePoint site.
4) MOSS checks permissions of the user in the library, and if appropriate it gathers the document from the database.
5) MOSS acquires a publishing license from the AD RMS server and protects the document to the user, granting him or her rights that match the documents the user has on the library documents.
6) The protected document is delivered to the user.7) When the user tries to open the document, the application
requests rights from the AD RMS server and is able to open the document with the appropriate rights enforced. If the user sends the document to a third user, that user will not be able to open the document.
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Extranet Best Practices1. Get started with the extranet topologies for
SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture
and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)
and Form Services for access back-end data sources
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The Internet
SharePointExtranet
Customers
CRM ERP LoB Siebel SAP Oracle Web 2.0
Partners Remote Employees
Legacy Information Unlocked
Surfaced in a secure, compelling user experience
External SharePoint users (different languages, locations, needs)
Firewall powered by Unified Access Gateway (UAG), which includes the Threat Management Gateway (TMG)
Microsoft Forefront Security for SharePoint
Easily access legacy systems and content (e.g. connect to CRM to distribute sales leads centrally manage sales opportunities)
Connecting users with the enterprise data they need to do their job – without having to leave the applications that they use today is what SharePoint and BCS is all about. With BCS, you have the capability to connect SharePoint and Office applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.
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Business Connectivity Services SharePoint 2010
Office Clients (Rich)
External Content Type (ECT)
External System(Web Service, DB, .Net
object, LOB system, Web 2.0 service, etc.)
BCS runtime
BCS runtime
BCS Allo to define an External Content Type (ECT), for integrate “external data” coming from Database or LOB application in SharePoint and Office client
…<LobSystems> <LobSystem Name=“HelloWorld" Type="DotNetAssembly"><LobSystemInstances> <LobSystemInstance Name="HelloWorldInstance1"/></LobSystemInstances>…
Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint
*formerly known as BDC Entity
DBOther
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Infopath connected with external data External Content Type
(ECT)
External System(Table on DB or Web
Services)
BCS runtime
External LIST
BROWSER INFOPATH FORM
SharePoint Server 2010 for Internet Sites
Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for
authenticated users) Search
The ideal solution for small to medium-sized businesses to reach their customers on the internet with easy-to-use Web Content Management and compliance for single domains*.
Product Details
FeaturesSharePoint Standard CAL Features
Single Domain License for Internet or Extranet Use
A license is required for every server (WFE, SSA, Index) providing standard capabilities
Step-up SKU to Enterprise is available to customers with active SA**
Licensing
+ Enterprise CAL Features Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for authenticated
users) Search InfoPath Services SharePoint Business Intelligence
(Excel Services and PerformancePoint)
Access Services Visio Services Rights for FAST Search for SharePoint
(for use outside the firewall)***
The ideal solution for enterprise customers with multiple domains, across many geographies who want to provide high availability to their site visitors combined with a powerful search experience.
Product Details
FeaturesSharePoint Standard CAL Features
Multiple Domain License for Internet or Extranet Use
A license is required for every server (WFE, SSA, Index) providing enterprise capabilities
Customers will require a completely new license of FIS Enterprise if a customer only purchased the license to FIS Standard
Licensing
FAST ESP 5.3 FAST Search Designer Interaction Management Services
(IMS) Content Transformation Services
(CTS) Languages (all) Connectors (all)
FAST provides the platform for driving high-volume commerce and content experiences uniquely personalized to the individual. For highly tailored search solutions or highly personalized experiences for ‘top tier’ websites, FAST Search for Internet Sites provides the industry leading solution.
Product Details
Features
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• Licensing simplification • Cost savings• Email invite to external users– Business ID• Existing customers can use existing Business ID• Only meant for simple Extranet scenarios
Office 365 – A New Option!How to host an Extranet Site?
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SharePoint for your Extranet?Organizations extending web strategy investments
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• http://technet.microsoft.com/en-us/office/sharepointserver/bb736207.aspx - Extranet Resource Center for Sharepoint
• http://technet.microsoft.com/en-us/library/cc262400(office.12).aspx – downloadable planning book
• http://technet.microsoft.com/en-us/library/cc263513(office.12).aspx – farm topology
• http://msdn.microsoft.com/en-us/library/ff648351.aspx - authentication info• http://www.microsoft.com/forefront/unified-access-gateway/en/us/default.aspx
- UAG info• http://technet.microsoft.com/en-us/magazine/2009.04.insidesharepoint.aspx-
Good article on Sharepoint and RMS• http://technet.microsoft.com/en-us/library/ee259515(WS.10).aspx – Technet
article on RMS and Sharepoint• http://technet.microsoft.com/en-us/library/cc263199.aspx - Topology diagrams
Resources
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Questions
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©2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. 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.