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Microsoft Office SharePoint Server 2007 (MOSS) And Windows SharePoint Services 3.0 (WSS). Mark Thompson Senior Technical Instructor/Consultant. Session Objectives And Takeaways. Session Objective(s) Whet your appetite to learn more about SharePoint

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microsoft office sharepoint server 2007 moss and windows sharepoint services 3 0 wss

Microsoft Office SharePoint Server 2007 (MOSS) And Windows SharePoint Services 3.0 (WSS)

Mark Thompson

Senior Technical Instructor/Consultant

session objectives and takeaways
Session Objectives And Takeaways
  • Session Objective(s)
    • Whet your appetite to learn more about SharePoint
    • Learn about what SharePoint offers across the different capabilities
    • Demo SharePoint Document Management capabilities
  • Prerequisites
    • Basic level of understanding of MS Office
    • Inquisitive nature and feel free to ask questions
from enterprise to the individual
From Enterprise To The Individual

Web Portals

(Corporate Intranet and Web site)

Enterprise Data Repositories

(Highly Structured)

User Base

Departmental Solutions

(Structured & Unstructured)

Collaboration Team Sites

(Unstructured content)

Personal Sites (MySites)

Enterprise Content and Applications

balanced approach
Balanced Approach

Empowerment

Governance

Employee

Self-Service

Site & Information

Architecture

Policy & Rights

Management

Role Delegation

Intuitive Web + Office UI

Records Management

Pervasive

Collaboration

Auditing

sharepoint architecture
SharePoint Architecture

Applications

Collaboration

DiscussionsCalendarsE-Mail IntegrationAlertsProject Mgmt “Lite”Offline Lists/Docs

Portal

MySitesTargetingPeople Finding

Social NetworkingPrivacyProfiles

Site Directory

Search

IndexingRelevanceMetadataCustomizable UX

Content Mgmt

AuthoringApprovalWeb PublishingPolicy & AuditingRights MgmtRetentionMulti-LingualStaging

Biz Processes

Rich/Web FormsLOB ActionsSingle Sign-OnBizTalk Integration

BI

Excel ServicesDashboards

KPIsReport Center

SQL RS/AS Integ.

Biz Data in Lists

Biz Data Catalog

Platform Services

Storage

Repository

Metadata

Versioning

Backup

Security

Rights/Roles

Pluggable AuthN

Per Item

Rights Trimming

Management

Admin UX

Delegation

Provisioning

Monitoring

Topology

Config Mgmt

Farm Services

Feature Policy

Extranet

Site Model

Rendering

Templates

Navigation

Visual Blueprint

APIs

Fields/Forms

OM and SOAP

Events

Deployment

Operating System Services

ASP.NET (Web Parts, Personalization, Master Pages, Provider Framework (Navigation, Security, etc.)

Database Services

Workflow Services

Search Services

pain points around pre 2007 sharepoint products and technologies
Pain Points Around Pre-2007 SharePoint Products and Technologies

Multi-Lingual

Multi Datacenter Replication

Authentication

Site Design and Customization

Extranet

Offline

Fine-Grained Access Control

CMS confusion

WSRP / JSR 168

Search

Workflow

Metadata Management

Backup / Restore

Usage Reporting

Aggregation

AD/AM Support

Navigation

Listings Usability

Superset Doc Library Features vs. SharePoint Portal Server 2001

Tasks, Calendar Synchronization

sharepoint products and technologies windows sharepoint services only

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

SharePoint Products and TechnologiesWindows SharePoint Services only

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists

Collaboration

sharepoint products and technologies microsoft office sharepoint server 2007

Platform

ServicesWorkspaces, Mgmt,

Security, Storage,

Topology, Site Model

SharePoint Products And TechnologiesMicrosoft Office SharePoint Server 2007

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

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists

Business

Intelligence

Collaboration

Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

Rich and Web forms based front-ends, LOB actions, enterprise SSO

BusinessForms

Portal

Content

Management

Search

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

Enterprise scalability,

contextual relevance, rich

people and business data search

collaboration
Collaboration
  • Core improvements
    • Tracking and project management
    • Document library improvements
    • Navigation improvements
  • Anywhere access
    • Outlook and Groove integration, Access List Integration
    • Keeping informed with alerts and RSS
    • Mobility
  • Community and communication
    • Wikis & blogs
    • Email and discussions, Public Folder Replacement
    • People and groups, directory integration
    • Integration with Office Communication Server
  • Fantastic “40” Application Templates!
  • RESOURCE: Community kit for SharePoint
    • Enhanced Wiki, Blog
    • Content Rating and Tag Cloud
homepage http www codeplex com pks
Homepage http://www.codeplex.com/pks

SEARCH

  • NAVIGATION
  • Channels
  • Filters
  • EDITORIAL
  • News
  • Top podcasts
  • Technical updates
  • Community highlights

TAG CLOUD

Strategy Consulting

explained…

  • PODCAST SELECTION
  • IM Integration, Presence
  • Filters
  • Search results
  • Subscribe (Podcast RSS)
podcast page
Podcast Page
  • PODCAST DETAILS
  • Silverlight playback
  • Description
  • Rating
  • Social actions
  • Tags
  • Statistics
  • PODCASTERDETAILS
  • Bio
  • Picture
  • Contact
  • IM integration
  • Presence
  • Average rating
  • COLLATERALS
  • Transcriptions
  • Slides

COMMENTS

outlook integration
Outlook Integration
  • Simplified open/check-out experience
  • Check-out documents locally
  • Outlook can act as a smart client to site content
    • Read/Write access to SharePoint datatypes
      • Calendar, tasks, contacts, discussions, and documents
    • Synchronization for offline support
    • Users can edit documents when offline.
    • Aggregate views of calendars and tasks across sites
  • Improved calendar
    • SharePoint’s calendar module with richer calendar views, recurrence support, all-day events, and more
people and personalization investment areas
People And Personalization 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
    • Privacy control
    • RESOURCE: Role-based My Sites – 7 free samples!
  • Targeting and personalization
    • Easier targeting – Distribution lists and Security Groups
  • Profile store improvements
    • Scalability, flexible schema, LDAP synchronization
user profiles
User Profiles

People Search

My Site

Other Sites

Custom Solutions

User Profile Object Model

Sync Membership info

Windows SharePoint Services Sites

User Profiles Store

Import

Active Directory

LDAP Server

Business Data Catalog

enterprise search
Enterprise Search

Entry Level

Infrastructure

Specialized

relevance relevance relevance
Relevance, Relevance, Relevance
  • Top results on first page, every time
  • Enterprise Search different from Internet Search
    • Less cross-linking being done
    • 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
    • File type biasing, URL Depth, Anchor links, Metadata extraction, etc.
  • Federated Search
    • Search Server Express and Search Server
    • MOSS Add-on pack coming soon
  • Connectors
    • Connectors for Documentum and Filenet coming this quarter
end user experience
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 and RSS
    • “What people are saying about . . . “
    • More…
federation and connectors
Federation And Connectors
  • NEW! Federation Update for MOSS
    • Hotfix 952294 if you can’t wait
    • Otherwise, wait for Infrastructure Update at end of the month
    • Federated Search based on OpenSearch standard
    • Live and SharePoint ship in box, SQL sample on web
  • NEW! FREE! Documentum and FileNet Connectors
    • Protocol Handlers for crawling and search both repositories
  • Search Toolkit – http://www.codeplex.com/sct
improved manageability
Consistent search system across WSS and MOSS

Revamped indexing management

Simpler UI

Better indexing log

Flexible scoping

Scopes decoupled from index definitions

Simple and compound scopes

Schema

Map foreign schema into search system

Cleaner UI

Simple query reports

Get visibility into user search behavior

Logging for more detailed custom reports

Best Bets

Editorial results for specific queries

Streamlined UI

Continuous propagation

Indexed content is immediately searchable

Updated object model across all management areas

Useful for custom tools

Improved Manageability
enterprise content management
Enterprise Content Management
  • Document Management
  • Workflow
  • Policies & Compliance
  • Records Management
  • Web Content Management
enterprise content management investments
Enterprise Content ManagementInvestments
  • Document management
    • Scalable document libraries and repositories
    • Security and tracking
  • Workflow and approval
    • Out of box multi-stage serial and parallel document workflows, document digital signature
    • Integrated with email and 2007 Office systemdesktop applications
    • SharePoint Designer authoring and VS 2008 Development
    • InfoPath forms for workflow association, initialization, tasks
enterprise content management investments23
Enterprise Content ManagementInvestments
  • Records Management
    • Policy and Auditing
      • Content Types
      • Information Management Policies
      • Rights Management Services integration
    • Records Repository
      • Records Vault behavior
      • Record routing
      • Litigation holds interface
      • Record collection interface
      • Extensibility
      • Information Management Policy mapping
    • Search & Process
  • NEW! DOD 5015.2 Resource Kit
    • Enhanced Records features such as Folder Holds, Vital Record Review, Access Control Columns, etc.
    • Free download off Microsoft.com
infopath form services investments
InfoPath Form 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
business data catalog

MetadataDatabase

Business Data Catalog

Features and applications

Business Data WebParts

SharePoint Lists

Search

User Profile Importer

Custom Solutions

Business Data Catalog

ADO.Net

Web Service Proxy

Database

Web Service

Data Source

integrated bi offering
Integrated BI Offering

DELIVERY

COLLABORATION

CONTENT MANAGEMENT

SharePoint Server

SEARCH

Reports

Dashboards

Excel

Workbooks

Analytic

Views

Scorecards

Plans

END USER TOOLS & PERFORMANCE MANAGEMENT APPS

Excel

PerformancePoint Server

BI PLATFORM

SQL Server

Reporting Services

SQL Server

Analysis Services

SQL Server DBMS

SQL Server Integration Services

business intelligence investments
Business IntelligenceInvestments
  • Excel Services
    • Share spreadsheets via zero-footprint browser experience
    • Live, interactive Excel 2007 spreadsheets in SharePoint sites
    • Only publish what you want, control versions
    • Use Excel models in custom applications programmatically
    • Data Connection Libraries to simplify deployment for both Excel Services and InfoPath Form Services
  • Dashboards & Web components
    • Common filtering (“slicing”) across web parts
    • KPIs, Excel workbooks, and SQL 2005 Reporting Services reports
  • Report Center Websites
    • Out of the box website optimized for report access and management
    • Consistent management of reports, spreadsheets, and data connection
    • Integrated with SQL Server 2005 Reporting Services
  • Data Connection Libraries & Business Data Catalog
    • Centralize storage of important data connections
  • Download SQL Server 2005 SP2!
excel services architecture
Excel Services Architecture
  • Excel Web Access
    • Web Part
  • Excel Web Services
    • ASMX
  • Excel Calculation Services
    • Loads workbooks
    • Calculates them
    • Refreshes external data
    • Maintains session state
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