RJB Technical Consulting First Look Microsoft Office SharePoint Server 2007 and Windows SharePoint Services

RJB Technical Consultingwww.rjbtech.com

www.SharePointSpecialists.com

First LookMicrosoft Office SharePoint Server 2007and Windows SharePoint Services 3.0

Russ BasiuraRJB Technical Consulting

[email protected]



Agenda

• Customer Challenges

• Microsoft’s Vision

• Microsoft’s Strategy

• Feature Areas Overview



Business Impact• Islands of information and applications

• Slow responsiveness to business and user needs

• Costly custom development and maintenance

• Poor sharing inside and outside the organization

• Difficult to find the right content, data, and people

• Increasing information management risk



SharePoint Vision

HR, Finance, etc.

Team Collaboration

Personal

Enterprise Portal

Internet Presence

Employees

Customers

Partners

Business Applications(SAP, data warehouse, custom . . .)

XML Web Services



Leverage the Market Momentum

• Broad platform adoption

• Portal and collaboration leadership

• Growing developer community

• Growing number of SharePoint applications and Web Parts



SharePoint Feature AreasDocs/tasks/calendars, blogs, Docs/tasks/calendars, blogs,

wikis, e-mail integration, project wikis, e-mail integration, project management “lite”,management “lite”,

Outlook integration, Outlook integration, offline docs/listsoffline docs/lists

My Sites, social networking, My Sites, social networking, privacy control, content privacy control, content

targeting and aggregation, targeting and aggregation,

Enterprise scalability,Enterprise scalability,contextual relevance, contextual relevance,

rich people and rich people and business data searchbusiness data search

Rich and Web forms Rich and Web forms based front-ends, LOB based front-ends, LOB actions, pluggable actions, pluggable Enterprise single sign-onEnterprise single sign-on

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

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

BusinessBusinessProcess &Process &

FormsForms

SearchSearchContentContent

ManagementManagement

PlatformPlatformServicesServices

Workspaces, Mgmt,Security, Storage,

Topology,Site Model

PartnerPartnerSolutionsSolutions

PortalPortal

CollaborationCollaborationBusinessBusinessIntelligenceIntelligence

People & People & PersonalizationPersonalization

Enterprise Portal template, Site Directory, Enterprise Portal template, Site Directory, content aggregation, LDAP integration, composite applicationscontent aggregation, LDAP integration, composite applications



Platform Services

• User Experience– Improvements to usability, navigation, trimming, customization

• Platform Improvements– ASP.NET 2.0 - web parts, master pages, pluggable authentication– Customization enhancements – templates, feature extensibility– Windows Workflow Foundation– List enhancements – scale, content types, versioning

• Manageability– Improved backup / restore including wastebasket and VSS support– Extranet deployment with ADFS and reverse proxy support– Full and side-by-side upgrade

• Seamless integration with Office SharePoint Server 2007– Provisioning, security, navigation, search

PlatformPlatformServicesServices

Pre-release software, subject to change



Content Management

Document ManagementDocument Management

Records ManagementRecords Management

Policy and CompliancePolicy and Compliance

Web Content ManagementWeb Content Management

ContentContentManagemeManageme

ntnt



Documents

• Document Management – Scalable Document Libraries and Repositories– Security and Tracking

• Workflow and Approval– Out of box multi-stage Serial and Parallel document

workflows– Integrated with email and Office 2007 desktop

applications– Customizable through Windows Workflow Foundation


ntnt



Records and Web Content

• Policy and Compliance– Centrally controlled auditing, expiration & retention

policies– Archival, retention and regulatory compliance – E-mail content as records

• Web Content Management

– Designed for Internet and Published Sites

– New Web and Word Authoring capabilities

– New Content Deployment and Publishing tools


ntnt



Scalable Document Repositories

Manage large Manage large document sets document sets with treeviewwith treeview

Search for Search for documents documents

through metadatathrough metadata

Manage document Manage document approval with approval with

integrated workflowintegrated workflow

Establish Establish enterprise-enterprise-

approved content approved content typestypes


ntnt



Capturing Rich Metadata

Define required Define required metadata in metadata in content type content type

definitiondefinition

Customizable Customizable Document Document

Information panel Information panel based on InfoPath based on InfoPath

technologytechnology

Capture meta data Capture meta data as part of as part of

authoring processauthoring process


ntnt



Reusing Content – Slide Library

““Tag” and store Tag” and store slides for re-use by slides for re-use by

others. Alerts in others. Alerts in PowerPoint if PowerPoint if

slides in a slides in a presentation have presentation have

been updatedbeen updated

Access the slide Access the slide library from within library from within the presentationthe presentation


ntnt



New Web Authoring Console


ntnt

Browse available Browse available content assetscontent assets



Portal Investment Areas• Portal Site

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

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

• My Site– Improved Public Page, Personal homepage

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

• Profile store improvements– Scalability, flexible schema, LDAP synchronization

PortalPortal



My Site Public with User Profile

PortalPortal

Organizational Organizational networknetwork

User ProfileUser Profile



My Site Privatewith Social Networking and Roll-Up

PortalPortal

Social or Social or knowledge knowledge

networknetwork

Roll-up from Roll-up from relevant sitesrelevant sites

My Site Privatewith Social Networking and Roll-Up

PortalPortal

Social or Social or knowledge knowledge

networknetwork

Roll-up from Roll-up from relevant sitesrelevant sites



Forms ServicesEnables organizations to…

• reach more customers, partners and suppliers with user friendly forms.

• accelerate form-driven business processes through data integration.

• rapidly develop and deploy sustainable form solutions.

BusinessBusinessFormsForms



Forms Services Investments

• 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

BusinessBusinessFormsForms



Investments

Excel Services Excel Services Share spreadsheets via zero-footprint Share spreadsheets via zero-footprint browser experiencebrowser experienceLive, interactive Excel 2007 spreadsheets Live, interactive Excel 2007 spreadsheets in SharePointin SharePointOnly publish what you want, control Only publish what you want, control versionsversions

BusinessBusinessIntelligenIntelligen

cece


SharePoint is the “BI Portal and Report Center” for end users



Investments

Dashboards & Web componentsDashboards & Web componentsCommon filtering across web partsCommon filtering across web partsKPIs, Excel workbooks, and SQL 2005 Reporting Services reportsKPIs, Excel workbooks, and SQL 2005 Reporting Services reports

Report Center WebsitesReport Center WebsitesOut of the box website optimized for report access and Out of the box website optimized for report access and managementmanagementConsistent management of reports, spreadsheets, and data Consistent management of reports, spreadsheets, and data connectionconnectionIntegrated with SQL Server 2005 Reporting ServicesIntegrated with SQL Server 2005 Reporting Services

Data Connection Libraries & Business Data CatalogData Connection Libraries & Business Data CatalogCentralize storage of important data connectionsCentralize storage of important data connections


cece

SharePoint is the “BI Portal and Report Center” for end users



Excel ServicesBusinessBusinessIntelligenIntelligen

cece

TableTable FormattingFormatting

Pivot TablesPivot Tables

KPIs from SQLKPIs from SQL

Graphs & ChartsGraphs & Charts

Zero-footprint, interactive, browser access to spreadsheets



Knowledge Discovery and Insight

KPI ListsKPI Lists

Live Excel Live Excel spreadsheetsspreadsheets

Common FiltersCommon Filters


cece

Business Intelligence Dashboards

Report Center



Collaboration

• Core improvements– Tracking and project management– Document library improvements

• Anywhere access– Outlook integration– Keeping informed with Alerts and RSS– Mobility

• Community and Communication– Wikis & Blogs– Email and Discussions– People and Groups

CollaboratiCollaborationon



Document Library Improvements

• Check-out documents locally

• Offline document libraries in Outlook

• Major/Minor version tracking

• Version management

• Multiple content type support

• Tree view support




Outlook Integration

• Outlook allows user to work with personal and team data in one place– Read/Write access to SharePoint datatypes

• Calendar, tasks, contacts, discussions, and documents

– Synchronization for offline support – Users can ‘check out and edit’ documents when offline.– Roll-up views of calendars and tasks across sites

• Improved calendar– SharePoint’s calendar module with richer calendar views,

recurrence support, all-day events, and more




Security Trimmed UI

Commands only Commands only available when logged available when logged

in user has in user has permissions to accesspermissions to access



Relevance

• Top results on first page, every time

• Enterprise Search different from Internet Search– Less of rich linking

– Lots of non-web content – Office docs, line-of-business data, etc.

– Security is paramount

• Revamped ranking engine– Extensive collaboration with Microsoft Research and MSN

– New ingredients tuned for the enterprise

SearchSearch



End User Experience

• Search Center– Standard tabbed interface

• Search Basics– Query hit highlighting– Search syntax matching de facto standards– Duplicate collapsing– “Did you mean” query correction– Editorial results (Best Bets) and definitions– Alerts– More…

SearchSearch



Search Center

SearchSearch

Tab through Tab through different vertical different vertical

search typessearch types

Completely Completely customizable page customizable page

– here with Site – here with Site Directory Web PartDirectory Web Part




Better Search Results

SearchSearch

Tabbed interfaceTabbed interface

Query hit Query hit highlighting highlighting

““Did you mean” Did you mean” query correctionquery correction

Alerts on Alerts on search resultssearch results




Across RepositoriesCustomer Search

SearchSearch

Customer data Customer data from SAP systemfrom SAP system



Across RepositoriesPeople Search

SearchSearch

People from People from employee directoryemployee directory

DLs and DLs and SharePoint groupsSharePoint groupsResults organized Results organized

by social distanceby social distance



LicensingCollaboration portal + content managementDocument lifecycle capabilities Enterprise search enhancements

E-Forms servicesSpreadsheet publishing & reportingBusiness data integration

Windows SharePoint Services*

Team CollabProject Mgmt•Text search of team sites

•Issue tracking applications

•Project workspaces

•Workspaces and tools

•Blogs

Workflow Document &Web Content Management

Site Model, Security, and Management

•5 out of box workflows

•reporting for ECM

•Policy•Management•Auditing•Records management

•Personalization•Deployment•Site Manager

•Windows Workflow Foundation

•Admin and deployment

•Status and history

•Framework: repository, versioning, metadata

•Basic document management

•Site and role management infrastructure

Search

•Extensible and customizable search of enterprise content and people

•Business data

Data Integration

E-Forms Data Mgmt & Reporting

•Business data library

•Web part integration

•Mgmt, publishing, process creation and completion

•Spreadsheet publishing & calculation

•Report Center

Enterprise CAL

Standard CAL



Questions??



About RJBTech

RJB Technical Consulting specializes in delivering SharePoint services and solutions that allow companies to conduct business and collaborate quickly and efficiently.



• • RJB Technical Consulting

– Founded in 1995– Microsoft Certified Partner– Information Worker Competency– Specialists in SharePoint– SharePoint 2007 Private Beta Partner– http://www.rjbtech.com– http://www.SharepointSpecialists.com– SharePoint Specialists include Project Managers,

Business Analysts, Architects, Developers and Engineers and Trainers

– Sponsor / Operate PhillySharePoint User Group

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