SharePoint Business Intelligence & Enterprise Content

ManagementMartin ParryDeveloper & Platform Group, Microsoft Ltdmartin.parry@microsoft.comhttp://martinparry.com

Agenda

• Schema• Customization of Appearance• Business Intelligence• Document Management

A SharePoint Site Collection

RootRoot

A SharePoint Site Collection

Litware Inc.Litware Inc.

A SharePoint Site

LibraryLibraryLibraryLibraryLibraryLibrary

DocumentsDocumentsFormsFormsPagesPages......

ItemsItems

Schema

• In previous versions, each list determined In previous versions, each list determined the set of “columns” associated with their the set of “columns” associated with their itemsitems

• Now we introduce Content TypeNow we introduce Content Type• Defines a set of columnsDefines a set of columns• Can be reused across many different lists and Can be reused across many different lists and

librarieslibraries• A single list can contain items of multiple A single list can contain items of multiple

Content TypesContent Types• Can inherit columns from a parent Content Can inherit columns from a parent Content

TypeType

Content Types

Customizing Appearance

• Why?– Branding– App Building (using some SP features)

• Options– Browser

• No dev skills required, work remotely

– SharePoint Designer• Some web design skills useful, work remotely

– Site definition• Custom code, work on SharePoint server

SharePoint Designer

• New product, targets site creators and customizers on the SharePoint platform

• Part of Microsoft Web Tools line-up: -– Microsoft SharePoint Designer– Microsoft Expression Web– Microsoft Visual Studio 2005

• Tools understand CSS and ASP.NET

SharePoint Master Pages

• …are ASP.NET 2.0 Master Pages• SharePoint sites have two main masters

– The system master is used by all SharePoint app pages (like list forms and views)

– The site master is used for custom app pages, such as on Office SharePoint Server

• Live in Master Page Gallery:_catalogs/masterpage

• Reflected in Object Model– SPWeb.MasterUrl, SPWeb.CustomMasterUrl

Default.masterPlaceholde

rs

Default.master contains Default.master contains ~30 placeholders, ~22 of ~30 placeholders, ~22 of them in the page bodythem in the page body

AllAll of them must be of them must be defined in a replacement defined in a replacement mastermaster

Page Layouts

• Any user can author new web pagesAny user can author new web pages• Subject to permissionsSubject to permissions

• Page Layouts determine the structure of pagesPage Layouts determine the structure of pages• Authors fill in the blanksAuthors fill in the blanks• A Page Layout specifies a master pageA Page Layout specifies a master page• Can contain web part zones and field controlsCan contain web part zones and field controls• Admin defines Page LayoutsAdmin defines Page Layouts

• Has control over stylingHas control over styling• Can restrict the way certain field controls are usedCan restrict the way certain field controls are used

A typical page renderA typical page render1.1. Welcome.aspx pageWelcome.aspx page

is requestedis requested2.2. Page layout associated Page layout associated

with page is retrievedwith page is retrieved3.3. Master page associated Master page associated

with site is retrieved with site is retrieved 4.4. Controls in page layout Controls in page layout

render content from page’s render content from page’s fields into the pagefields into the page

FileName

Welcome.aspx

PageLayout

PageLayout.aspx

Title

Welcome To News

Body

Lorem ipsum dolor sit ...

Image

/Images/Chair.jpg

MasterPage.master

PageLayout.aspxTitle

BodyImage

Date

ByLine

Field ControlField Control

FieldFieldControlControl

Field Field ControlControl

Field ControlField ControlField ControlField Control

Field ControlField Control

http://foo.com/bar/pages/welcome.aspxhttp://foo.com/bar/pages/welcome.aspx

Page Rendering

Master Pages & Page Layouts

in SharePoint Designer

SharePoint BI

• Site Template– Report Center template included with

MOSS• Report Library

– By default these are published .xlsx– Which can in turn link to external data

• Dashboards Library– Dashboards are a special kind of page– Don’t use page layouts; edit directly in

SPD

Dashboard Content

• Excel Web Access web-part– For in-place views of published .xlsx reports

• Key Performance Indicators web-part• SQLRS viewer web-part (in CTP now)• Filter web-parts

– Affect data “seen” by other web-parts

• Any other web-parts• Any other ASP.NET 2.0 content

Key Performance Indicators

• At-a-glance view of progress against goals• From a variety of data sources...

– Manually entered– Published .xlsx– SharePoint list– SQL Server Analysis Services

• Define goal and warning values– In KPI definition or from data source

• Choice of symbols

SharePoint BIDashboards and KPIs

Document Management

• Site Template– Document Center template included in

MOSS• Document Library

– Publish / Unpublish– Check-out / Check-in– Version History– Workflow

• Also applies to pages

Document Versioning

• Only published documents are visible to others

• On check-in, you can choose– Minor change, as in v1.1– Major change, as in v2.0

• Only major changes are published• Can see version history, with comments• MOSS 2007 ships with workflows for

approval, signing, etc.

Records Management

• Site Template– Records Center template included with MOSS

• When does a document become a record?– Decision based on legal or compliance needs

• How does a document become a record?– Manually, with “Send To” context menu item– Email document to the Records server– Programmatically, via web service call

• http://server/_vti_bin/OfficialFile.asmx

Record Routing & Holds

• Routing Items– Match incoming documents, based on

Content Type– Each specifies a destination library– There is a default “catch-all” routing item

• Holds– Any record can be associated with a

hold, and therefore kept indefinitely

Information Management Policy

• Policy can be defined, then associated with document libraries

• Out of the box Information Policy features– Expiration

• Extensibility: Custom periods and actions/workflows

– Auditing• Extensibility: Custom solutions can add audit entries

– Labels/Barcodes • Extensibility: Custom barcode providers

• You can build your own or replace any of these

How to Add Policy Features

• Class implementing IPolicyFeature interface– Assembly goes into GAC

• GlobalConfigPage/ConfigPage controls– ascx goes to

• GlobalConfig: …\web server extensions\12\template\admin• Config: …\web server extensions\12\template\layouts

– Code behind goes to • Global Config: …\web server extensions\12\template\admin\

bin• Config: …\web server extensions\12\template\layouts\bin

• Create a “manifest” and use our OM to deploy it

Document & Records Management

Partner: Meridio

Fergus WilsonChief Architect

Meridio Background

• Established in 2001• Privately Held• Headquartered Belfast, Northern Ireland

– Operations in North America, Europe and Asia Pacific

– R&D and support in Redmond WA and Belfast NI

• 160 employees • Principal business area:

– Advanced Records Management software for Government and highly regulated industries on the Microsoft Platform

MOSS 2007 and Meridio

• Seamless user experience within SharePoint– Meridio functionality must not impact user

processes• Providing high-end records management for

enterprise customers

• Extensibility of SharePoint is key• SharePoint in 2007 is much more of a

development platform – “Features”, Policies, ASP.NET 2.0, Content

Types, Workflows, Expiration, Document Information Panel….

“Features”

• Building block for custom solutions• Extend or replace SharePoint UI

elements

• Allow solutions to be applied retrospectively to existing lists and libraries– List templates, List instances, Menu

Items, Workflows, Web Parts, …Number one improvement for Number one improvement for

ISVs…..ISVs…..

Custom Policies

• Automation of policy has become a key requirement for all content

• Policies provide base capability for controlling content within SharePoint

• Out of the box– Labels, barcodes, auditing, expiration …

• Custom policies extend this flexibility– Meridio Records Management

Meridio – Summary

• SharePoint 2007 provides a rich platform for providing custom solutions

• “Features” and Policies are two major additions of great benefit to Meridio

• Development experience is enhanced through better linkage with ASP.NET and improved support for custom solutions

• Other platform capabilities– ASP.NET 2.0, Content Types, Workflow,

Expiration, Document Information Panel, Synchronous/Asynchronous Event handlers, records repository interface….

Summary

• Schema– Content Types, Columns

• Customizing Appearance– Master Pages, Page Layouts

• SharePoint BI– Reports Center, Dashboards, KPIs

• SharePoint eDRM– Document publishing, versioning– Records routing, holds, extensible policies

• Meridio

Useful Resources

•http://www.microsoft.com/uk/launch2007/dev/useful.mspx

© 2006 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.