Welcome to the Minnesota SharePoint User Group

Welcome to the Minnesota SharePoint

User Group

Agenda

• Quick Intro

• Announcements and News

• Search

• Knowledge Network

• Business Data Catalog (BDC)

Develop and support a local community focused on Microsoft SharePoint Technologies

• Educate user group members about SharePoint Technologies

• Transfer knowledge within the community

• Communicate best practices

• Introduce new products / solutions

User Group Goal / Objectives

• Inetium (www.inetium.com)

• Twin Cites based Microsoft consulting company

• Microsoft Gold Certified Partner

• Practice Area focused on Information Worker Technologies

• New Horizons – Minnesota (www.newhorizonsmn.com)

• Microsoft Gold Certified Partner

• Training on many technologies

• Microsoft (www.microsoft.com)

• I’m guessing you’ve heard of them

Introductions – MNSPUG Sponsors

• Website for user group

• SharePoint resource documents

• SharePoint resource websites links

• RSS Feeds

• Meeting Schedule

• Past User Group Presentations

www.sharepointmn.com

www.sharepointmn.com

Community Kit for SharePoint

• Site Template project for user groups

• Currently in Alpha Release

• MNSPUG website will be re-launched using the CKS

• Public preview release of 2007 Microsoft Office System

• Server and client applications available for download (requires registration)

• More info at: http://www.microsoft.com/office/preview/default.mspx

• Beta 2 TR Downloads $1.50

News and Announcements

+ =

• Next Meeting

• November 8th 9:00 AM to 11:30 AM

• Microsoft’s Bloomington Office

• Topics:

• Case Study on MOSS 2007

• Licensing MOSS 2007

• Ongoing Schedule

• 2nd Wednesday of every month

• 9:00 to 11:30 am

• Microsoft’s Bloomington Office

Upcoming Schedule

• Business Intelligence

• Collaboration

• Search

• Business Forms / Processes

• Portals

• Content Management

SharePoint 2007 – Key Microsoft Investment Areas

CollaborationCollaboration

PortalPortal

SearchSearch

BusinessBusinessFormsForms / /

ProcesseProcessess

BusinessBusinessIntelligenceIntelligence

PlatformPlatformServicesServices

Workspaces, Mgmt,Workspaces, Mgmt,

Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

SearchSearchContentContentManagementManagement

Search Topics

• End-User Experience / Demo

• Administration Features / Demo

• Search Scenario Implementation / Demo

End-User Experience

Search User Interface

• Search Center Site Template

• Tabbed Interface

• Multiple Entry Points

• Key Words / Best Bets

• Configurable Web Parts

• Basic Search

• Advanced Search

• Search Results

• Very Extensible

Search User Interface

• Hit Highlighting

• “Did You Mean” Feature

• Duplicate Collapsing

Search “Power User” Features

• Property-based Searches

• Customer:Acme (find all items with metadata of Customer = Acme)

• Author:Sally Jones (find all items authored by Sally Jones)

• ContentType:task (find all items of a specific content type)

• Site:http://www.microsoft.com

• Keyword Searches

• +Solution (keyword inclusion)

• -Plumtree (keyword exclusion)

• Quotes for Exact Match (i.e., “User Group”)

WSS Search Features

• Built on the same engine as MOSS (no longer uses SQL full-text indexing)

• In a MOSS environment, WSS sites can “use” the MOSS search

• Similar Result Formatting (hit-highlighting)

• Keyword search syntax / property-based searches

• Sub-sites available in search results

Search Demo

Administration Features

Administration Features (Shared Services)

• Search is a Shared Service

• Single Index / SSP

• Centralized Administration (SSP Administration)

• Crawl configuration

• Indexed Property Management

• Scope Management

• Authoritative Site Management

• Propagation

• Search Usage Reporting

• Queries / Results

Administration Features (Site Collection Administration)

• Designation of default search results page

• Designation of Scopes (i.e. Which Scopes should apply to the Site Collection?)

• Creation of Site Collection-specific Scopes

• Definition of Keywords / Best Bets

• Designation of Search Visibility

• Site Collection-level Search Reports

Administration Demo

Searching Scenario: The Proposal Scenario

The Business Problem

Requirements:

•Users want to be able to search all proposals in the system by keyword, customer, and by the status of the proposal.

•Users want the results of the search to include more detailed information about the proposal.

•Users want to be able to easily find related proposals from search results.

The Search Solution

Overview:

• Proposal Content Type (defines metadata for all proposal documents)

• Document Repository using Proposal Content Type

• Metadata Property Mappings

• Custom Search Tab with Customized Search Web Parts

• Custom Results Tab with Customized Search Web Parts

The Solution

Break

Knowledge Network

Knowledge Network (KN) Overview

• What is the Knowledge Network?

• Architecture

• Managing Information

• Uses of the KN

What is the Knowledge Network?

• KN is about finding people who know the answers

• Things you don’t know

• People you wish you knew

• Data inferred by your actions

• People you email

• Words you use frequently

KN - Architecture

SPS User Profiles

KN ProfileManagementWeb Service

KN Store

Publish KN Data to Server

Client

Server

Client

Server

KN Data

Crawl from SPS

KN Data

KN Client Data

Keywords (public)

Colleagues

AD property changes

SPS property changes

Keywords (non-public)

External Contacts

Keywords

Colleagues

External Contacts

First pass analysis

Install

KN

Choose Data

Sources

AcceptPrivacy

Statement

NotificationNotification

ControlControl

ConsentConsent

First pass analysis

Install

KN

Choose Data

Sources

AcceptPrivacy

Statement

NotificationNotification

ControlControl

ConsentConsent

Incremental analysis – Default is set to every two weeks

Profile Review

&Approval

UploadProfile

RunAnalysis

IncrementalAnalysis

UploadProfile

Profile Review

&Approval

KNDatabase

KNDatabaseUpdate

Seeker Initiates Search

Anonymous Results

Brokered E-mail

Reply to Help or Decline

Request Deleted

Anonymous Brokering

KN - SearchingSharePoint Portal Server v3 KN Adds…

Expertise Search

SPS hosts, searches, and surfaces public keyword matches

KN adds inferred keywords to SPS KN hosts, searches, and surfaces anonymous keyword matches

Relationship Search

Not supportedSPS surfaces colleagues as inferred from limited client mining and AD infoUsed to calculate social distance

KN searches and surfaces all relationship search results for scenarios like “how do I connect to this person” or “who knows people at this company”

Internal versus External Contacts

SPS hosts and surfaces internal contacts

KN hosts and surfaces external contacts (and relationships to companies)

Public versus Anonymous Results

SPS hosts and surfaces public information

KN hosts and surfaces anonymous information and enables brokering to anonymous contacts

Organization Connections Not supported

KN hosts and surfaces connections to external organizations

Knowledge Network Usages

• Build your own Social Network

• Both Client and Server APIs

• Answer Difficult Questions

• Who knows technology ‘XYZ’?

• I’m meeting with a potential customer, does anyone know someone at that organization?

• We’re having a customer support issue and our primary contact is on vacation…now what?

• Scenarios specific to your organization

Business Data Catalog

Business Data Catalog (BDC) Overview

• What is the BDC?

• Architecture

• Administering the BDC

• Viewing Data

What is the BDC?

• Surface Line Of Business (LOB) Data in SharePoint

• Database Access

• Web Service Access

• Allows for Code Free integrations

• Microsoft supplied Web Parts to interact with data

• Provides an API to query from your own Web Parts

• Searchable

• No ‘HTML Landing Page’ Necessary

• Can be part of User Profile

• Part of Enterprise CAL

Architecture

Architecture

BDC Administration

• Administered as a Shared Service

• Permissions are set at the Entity level

Metadata – Truly Data about Data

• Giant XML File

• Key Terms

• System – The data source (Adventure Works, CRM, Siebel)

• Entity – The data (Product, Customer, Widgets)

• Method – Operation (GetProducts, GetCurrentCustomers,…)

• Association – Entity Relationships (Customer Orders)

Metadata – Avert your Eyes!

DemoAdministering the BDC

Viewing Data – Now What?

• Build a Dashboard without code

• Enhance existing pages

• Web Parts

• See a List of Entities

• View the data for the Entity

• Display Actions for an Entity

• List Related Entities

DemoBuilding a Dashboard Page

Viewing Data – Association

• Add BDC as a Column

• Allows BDC Data as a Lookup

• Searchable

• Access Actions from List View

• Single Click to Details

DemoBDC and List Data

BDC Rewind

• Simple Administration

• Data Sources: Database or Web Service

• Complicated XML File

• Searchable

• Code Free Pages using Data

• Lookup Value for Lists

Q & A

Resources

• Knowledge Network Blog: http://blogs.msdn.com/kn/

• BDC Metadata Manager: http://www.sharepointblogs.com/tbaginski/archive/2006/07/27/9541.aspx

• MOSS / WSS SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en

ISV Search Vendors

• Coveo: http://www.coveo.com

• MondoSoft: http://www.mondosoft.com

• Intellext: http://www.intellext.com

Thanks for coming!