SharePoint 2007
Overview and Solution Examples
Inetium
Agenda• Introductions• What is SharePoint?
– Portals – Business Intelligence– Content Management– Search– Collaboration– Business Process Automation
• Solutions on SharePoint• Q&A
• Microsoft Gold Certified Partner• Systems Integrator (SI)• Locations
– Headquarters in Minneapolis, MN– New location in Omaha, NE
• Started in 1998• ~100 Employees• Run several SharePoint User
Groups– Minnesota SharePoint User Group– Iowa SharePoint User Group– Nebraska SharePoint User Group
• Practice Areas– Information Worker– Networking / Infrastructure– Application Development– CRM– IT Strategy– Real Estate Vertical
Inetium
www.inetium.com
What is SharePoint?• Major component of Office
2007• Web platform• Clients talk to Servers
– Portals– Business Intelligence– Content Management– Search– Collaboration– Business Process Automation
Platform for Solutions
Intranet PortalsExtranet PortalsPublic Internet SitesBusiness Process Business Intelligence Composite Applications
Platform for Solutions
How is SharePoint Used?
SharePoint Eye Chart
• Core Services
• Collaboration
• DiscussionsCalendarsE-MailPresenceProject MgtOffline
• Operating System Services
• Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)
• Database services • Workflow services• Search services
• Content Mgt
• AuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging
• Portal• MySites
TargetingPeople Finding
• Social NetworkingPrivacyProfiles
• Site Directory
• Search• Indexing
RelevanceMetadataAlertsCustomizable UX
• BPM• Rich\Web
FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ.
• BI• Excel
ServicesReport Center
• KPIsDashboardsSQL RS\AS Integ.
• Data Con. Library• Site
Model
• RenderingTemplatesNavigationVisual Blueprint
• Storage
• RepositoryMetadataVersioningBackup
• Security
• Rights\RolesPluggable Auth.Per ItemRights Trimming
• Management
• DelegationProvisioningMonitoringStaging
• Topology
• Config. Mgmt.Farm ServicesFeature PolicyExtranet
• APIs
• Fields\Forms OM and SOAPEventsDeployment
Survey: MNSPUG• Minnesota SharePoint Users Group (MNSPUG)
Intranet
Team
Collaborati
on
Projec
t Colla
boration
Extra
net
Dashboard
/ Rep
orting
Internet
0%10%20%30%40%50%60%70%80%90%
100%
Project Types
Planned Not Planned 12
34
5
0%10%20%30%40%50%60%70%
10%14%
22%25%
22%
1%3%
8%
31%
53%
0%1%
12%
31%
56%
0%3%
10%
26%
61%
3%11% 8%
29%
49%
1%4%
8%
31%
54%
SharePoint 2007
Business Intelligence Business Process ManagementCollaboration Content ManagementPortal Search
Level of Interest (1=low - 5=high)
Perc
ent o
f Res
pond
ents
What types of projects are you planning for SharePoint?
What features of SharePoint are of most interest to your organization?
Building Blocks of SharePoint• Sites
– Web site framework– Multiple templates
• Pages– Individual web pages– Added to sites– Multiple templates
Building Blocks of SharePoint (cont.)• Libraries
– Content repository for documents
– Library templates– Metadata– Item level security
• Lists– Content repository for list
items– Item level security
Building Blocks of SharePoint (cont.)• Web Parts
– Modular components that expose functionality / data
– Configurable– Many out of the box web
parts• Content editor• Page viewer• more
– Core component of extensible framework• Custom web parts
Core Platform Features• Navigation• Modular web parts• Item level security• Security trimmed UI• Recycle Bin• Offline• RSS• Much more
Content Management
Document Management• SharePoint is the backend
– Metadata– Security– Workflows
• Office 2007 Integration– Metadata visibility– Workflow visibility– Document publishing
Records Management• Managing records in SharePoint
– Customized retention policies– Holds– Audits– Workflows– Expiration dates
Web Content Management• Managing web site content in SharePoint
– End user driven– Rich text editor– Publication date– Approval workflow– Page layout templates– Control branding
Business Intelligence
SharePoint Business Intelligence• Excel Services
– Integration with data– Web based– Pivot tables / charts online
• Report Center– SQL Reporting Services Integration– Filtering– Dashboards– Key Performance Indicators (KPI’s)
• Business Data Catalog (BDC)– Integration to back end databases or web services
Business Processes
SharePoint Digital Forms• InfoPath 2007
– Client application for designing and filling out forms
– Data access– Workflow integration– XML based
• Forms Server– Web based forms in SharePoint– Mobile
SharePoint Workflow• Workflow templates
– Approval – Collect feedback– More
• SharePoint content– Doc. Libraries– Lists– Web content
• Different Design options– SharePoint Designer– Visual Studio .NET
Portal
SharePoint Portal• Portal site templates
– Multiple templates– Content / structure
• Site Manager– Manage taxonomy
• My Sites– Personalized portal– Organizational info– Private / public view
• Social networking– Find peers / experts
Collaboration
SharePoint Collaboration• Collaboration templates
– Documents – Teams– Meetings– Wiki’s– Blogs– Integration with Office
• Collaboration tools– Project Tasks (Gantt view)– Discussion boards– RSS feeds– Email enabled collaboration sites
Search
SharePoint Search• Content Search
– Documents– Lists– Web– Metadata
• People Searching– Search people– Find experts
• Business Data Search– Search data
• Search within Office
SharePoint Platform Deployments• Platform strategy
– Aligned to multiple IT strategies• Implement platform / Iterate
through projects– Intranet– Extranet– Collaboration– Internet– Business Intelligence– Etc.
Q&A