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Errin OConnor, Founder & CEO at EPC Group.net July 10, 2011 - 11:36 PM Article Link: http://www.aiim.org/community/blogs/expert/SharePoint-2010-Mobility-Browser- Compatibility-Compliance-and-its-Continued-Dominance-in-the-Marketplace Like a stock trader who has purchased a “put” on a stock in hopes the stock value will decrease, I continue to see articles and blogs every now and then asking questions and making statements on doubts about how long SharePoint can remain dominant or how it will adopt to the ever changing mobile world. Also these folks question how SharePoint 2010 can meet compliance and eDiscovery challenges or replace Documentum, LiveLink, FileNet, or other ECM\ERM systems. My theory on these writers or speakers who have these opinions (or hopeful “stock puts”) is that they do only that… write and speak but really don’t ever set foot into a client’s conference room or have more of a vested interest in LiveLink, OpenText, etc. succeeding, and don’t spend 5 days a week over months working with a client on their initial business requirements, political challenges, functional and compliance requirements, development best practices, roadmap, and governance challenges that the organization faces or will face. It’s one thing to speak in theory or abstract but a whole different world when you have a timeline, budget, and a client who is investing a great deal on a high profile project that will affect most everyone in the organization.

SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

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Page 1: SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

Errin OConnor, Founder & CEO at EPC Group.net July 10, 2011 - 11:36 PM

Article Link: http://www.aiim.org/community/blogs/expert/SharePoint-2010-Mobility-Browser-

Compatibility-Compliance-and-its-Continued-Dominance-in-the-Marketplace

Like a stock trader who has purchased a “put” on a stock in hopes the stock value will decrease, I

continue to see articles and blogs every now and then asking questions and making statements on

doubts about how long SharePoint can remain dominant or how it will adopt to the ever changing

mobile world. Also these folks question how SharePoint 2010 can meet compliance and eDiscovery

challenges or replace Documentum, LiveLink, FileNet, or other ECM\ERM systems.

My theory on these writers or speakers who have these opinions (or hopeful “stock puts”) is that they

do only that… write and speak but really don’t ever set foot into a client’s conference room or have

more of a vested interest in LiveLink, OpenText, etc. succeeding, and don’t spend 5 days a week over

months working with a client on their initial business requirements, political challenges, functional and

compliance requirements, development best practices, roadmap, and governance challenges that

the organization faces or will face. It’s one thing to speak in theory or abstract but a whole different

world when you have a timeline, budget, and a client who is investing a great deal on a high profile

project that will affect most everyone in the organization.

Page 2: SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

Mobility and SharePoint 2010

When implementing your SharePoint 2010 environment, which should be a Hybrid Platform to meet

many of your organizations challenges over the years to come, mobility is something that must be in

your organizations roadmap.

It is critical to gather your organization’s mobile requirements, such as:

Is the organizations staff accessing Intranet\ECM content and will they need a specific tailored

experience?

What type of content do they want delivered to their mobile device?

What devices (and version of the devices) is the organization going to allow (govern) users to have to

access SharePoint? (I.e. Just BlackBerrys and iPhones or other devices as well?)

Note: This includes the browser compatibility governance the organization will allow.

Are there specific business units or departments that would benefit from having business intelligence,

analytics, and reports available at their fingertips wherever they are in the world and would that

provide true ROI to the business?

How will the organizations requirements around mobile affect our existing SharePoint roadmap or the

existing configuration \ deployment we have in place and how can we adapt to stay ahead of the

mobile curve

SharePoint 2010’s Mobile Browser Compatibility

SharePoint also supports a wide variety of mobile browsers, which includes:

IE Mobile on Windows Mobile 5/6 and newer versions

Safari4 and newer versions on the iPhone (3/4) and iPad (1/2)

BlackBerry 4.x and newer versions

Nokia S60

Openwave 6.2, 7.0 and newer versions

NetFront 3.4, 3.5 and newer versions

Opera Mobile 8.65 and newer versions

Page 3: SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

Governing Mobile Devices \ Browser Support

Another little known fact is that you can govern the specific devices that can access your SharePoint

experience and actually redirect the user to a specific template based upon SharePoint recognizing the

mobile device’s browser and sending them to the specific template for optimal user experience.

I am guessing the detractors of SharePoint 2010’s mobile capabilities have not actually sat down with

multiple clients and gathered the requirements, developed, implemented, and successfully rolled out

either custom or tailored mobile applications to Fortune 1000 or large government organizations.

Technical Note: “In SharePoint 2010, the USERAGENT recognize for accessing mobile browser to

redirect to a mobile view is managed by the file “compat.browser” within the server’s IIS directory

that manages device profiles (If the web application port is, for example, 80, the file path will be

"\inetpub\wwwroot\wss\VirtualDirectories\80\App_Browsers\compat.browser"). With a text editor, the

file can be modified to change redirect behavior. The IsMobileDevice attribute of that mobile browser

when set to FALSE will cause SharePoint to bypass the mobile view for that browser.”

This means you can govern the exact mobile devices as well as the pages these users will see to

ensure an optimal mobile experience.

The PC is Not Dead, but We Are Headed Back to the “Dummy Terminal” Days (Somewhat)

We are years away from seeing major organizations completely get away from a desktop or laptop

machine being used as a primary means of accessing the web browser to do their day to day tasks

and activities. With that said, limiting the space on the users machine and forcing them to save their

documents\content into SharePoint with the proper metadata (content types) tagging is upon us. Also,

in the email world as PSTs are becoming a thing of the past, and we will also see the increase of users

having increased (shorter) retention scheduled on their email to force them to either delete the email

as it is not relevant or to move\archive it to SharePoint for storage as a record.

Note: There will always be exceptions when a user has a project or activity that may take years to

complete and the email must be maintained for years to come but viewing email as well as social \

professional networking content as a record is definitely here today.

There have been 40+ enterprise projects that myself and my firm at EPC Group have implemented

using SharePoint 2010 were the clients requirements were that SharePoint content must be

compatible not only using Internet Explorer (IE) but also Safari (for MAC users) as well as Mozilla

Page 4: SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

Firefox and Google Chrome. This was accomplished and you can, after a little configuration and

testing, get almost the exact same experience on these browsers. There are some things natively that

the users will not have the exact same experience with on these different browsers but that is where

ensuring your mobile business and functional requirements are aligned properly to ensure project

success and client satisfaction.

Compliance in SharePoint 2010

Your organization’s SharePoint 2010’s Enterprise Content Management Strategy should include

information regarding:

Personally Identifiable Information (PII)- PII is broadly defined as information that can be traced

back to a specific individual. Employees must distinguish between Protected PII and Publicly

Releasable PII. All information identifiable to a specific individual is protected PII unless listed as

publicly releasable PII.

If government, Controlled Unclassified Information– "Controlled Unclassified Information" is a

categorical designation, formerly referred to as Sensitive but Unclassified, that refers to unclassified

information that is (i) pertinent to the national interests of the United States or to the important

interests of entities outside the Federal Government, and (ii) under law or policy requires protection

from unauthorized disclosure, special handling safeguards, or prescribed limits on exchange or

dissemination. [1]

[1]White House Memorandum for the Heads of Executive Departments and Agencies, Designation and

Sharing of Controlled Unclassified Information (CUI), May 7, 2008

508 Compliance - Section 508 requires that federal agencies’ electronic and information technology

is accessible to people with disabilities. GSA has been charged with the task of educating federal

employees and building the infrastructure necessary to support Section 508 implementation. Using

this web site, federal employees and the public can access resources for understanding and

implementing the requirements of Section 508 as they apply to the development, procurement,

maintenance, or use of electronic and information technology products and services, including

software applications and operating systems, web-based internet and intranet information systems,

telecommunications products, video and multimedia products, self-contained closed products and

desktop and portable computers.

Note: For additional information: http://www.section508.gov/

Page 5: SharePoint 2010 - Mobility, Browser Compatibility, Compliance, and its Continued Dominance - EPC Group

SharePoint’s Continued Dominance

As I mentioned in a previous post, what other system can allow you to implement a Hybrid Platform

with one licensing model, one common skillset for your support staff, and browser, mobile, and

Microsoft Office compatibility with Social \ Professional Networking capability all built in? There is not

one out there and that is why Documentum, LiveLink, FileNet, and many others are more and more

wanting to “play nice” with SharePoint and offer more integration capabilities so that they have some

option of even getting in the door or not being replaced.

Microsoft Office 15, rumored to be planned and in initial development in Redmond, will include

SharePoint 15 (with a rumored release of sometime in mid to late 2014) which will continue to build

on SharePoint’s already industry \ quadrant leading Enterprise Content Management, Social \

Professional Networking, mobility, collaboration, etc. to continue to be the market leader and “The

Platform \ Ecosystem” for which organizations will turn to for at least the next decade.