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Microsoft Office SharePoint Server

Microsoft Office SharePoint Server. Agenda. Microsoft Office SharePoint Server 2007 Core features Content Management Business Intelligence Business Process Management Portal Collaboration Search Q & A. Introduction. About Inetium ( www.inetium.com )

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Microsoft Office SharePoint Server

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  1. Microsoft Office SharePoint Server

  2. Agenda • Microsoft Office SharePoint Server 2007 • Core features • Content Management • Business Intelligence • Business Process Management • Portal • Collaboration • Search • Q & A

  3. Introduction About Inetium (www.inetium.com) Bloomington, MN based Microsoft consulting company New office in Omaha, NE Microsoft Gold Certified Partner Practice area focused on Information Worker Technologies Minnesota SharePoint User Group Sponsor www.sharepointmn.com

  4. Microsoft Office SharePoint Server 2007 (MOSS) • Major component of Office System 2007 • Web platform • Clients talk to servers • Business Intelligence • Business Process • Content Management • Search • Portal • Collaboration

  5. Single Infrastructure for Intranet, Internet, and Extranet Portals SharePoint as a Platform • Single infrastructure • Multiple scenarios

  6. Intranet Portals Extranet Portals Business Process Business Intelligence Public Internet Sites Composite Applications

  7. Core Platform

  8. Core Platform • Web site platform • Libraries and Lists • Web parts • Security • Configurable • Customizable

  9. General Improvements • Navigation • Breadcrumb • Improved views • Item level security • Security trimmed UI • Better menu’s • Recycle Bin • Offline • RSS • Much more!

  10. Collaboration DiscussionsCalendarsE-MailPresenceProject MgtOffline Content Mgt AuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging Portal MySitesTargetingPeople Finding Social NetworkingPrivacyProfiles Site Directory Search IndexingRelevanceMetadataAlertsCustomizable UX BPM Rich\Web FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ. BI Excel ServicesReport Center KPIsDashboardsSQL RS\AS Integ. Data Con. Library Core Services Management DelegationProvisioningMonitoringStaging Security Rights\RolesPluggable Auth.Per ItemRights Trimming Storage RepositoryMetadataVersioningBackup Topology Config. Mgmt.Farm ServicesFeature PolicyExtranet Site Model RenderingTemplatesNavigationVisual Blueprint APIs Fields\Forms OM and SOAPEventsDeployment Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…) Database services Search services Workflow services Operating System Services

  11. Demo

  12. Content Management

  13. What is Content Management? • The ability for end users to manage content in a variety of forms online without necessarily having to enlist IT to do so. Content Management

  14. Content Management in the Office System • Document Management • Metadata – Profiling documents • Integration with Office – Document information panel, document action bar • Records Management • Policy and Auditing – Retention schedules and policies • Records Repository site template – Records vault • Web Content Management • Corporate Internet Site Template – Public facing • Authoring and Approval – Publishing schedules, routing, approval Content Management

  15. Document Management on the Server • SharePoint is the backend • Metadata • Workflow • Security Content Management

  16. Document Management using the Client • Office provides document information panel • Metadata • InfoPath form • Improves visibility • Can be branded • Document publishing Content Management

  17. Slide Management using PowerPoint • SharePoint • Publish slides • Build slide deck automatically • Metadata Content Management

  18. Records Management • Customized retention policies • Holds • Audits Content Management

  19. Creating Records Management Policies • Audits • Workflows • Expiration dates Content Management

  20. Web Content Management • End user driven • Rich text editor • Publication date • Approval workflow Content Management

  21. Web Content Management • End user driven • Rich text editor • Publication date • Approval workflow Content Management

  22. Web Content Management Scenarios • Public facing website • Intranet home page • Corporate communications • Extranet collaboration Content Management

  23. Business Intelligence

  24. What is Business Intelligence? • Improved visibility of information to make better business decisions via analysis and reporting • Answering one question often drives more questions • Often brings data together from multiple systems Business Intelligence

  25. Office 2007 Business Intelligence Investments • Excel client • Excel Services • Dashboards • Key Performance Indicators (KPI’s) • Filter Web Parts • Report Center/Report Library • Business Data Catalog (BDC) Business Intelligence

  26. Excel Services – What is it? • New server technology in MOSS 2007 • Load, calculate and display Excel Workbooks in MOSS 2007 • Thin client view in browser • Published workbooks can connect to external data • Designed to cut down on proliferation of Excel files Business Intelligence

  27. Excel 2007 Excel 2007client Customapplications Excel Services – How does it work? Thin renderingin browser View and Interact Author and Publish Spreadsheets Open Spreadsheet/Snapshot Web ServicesAccess Authoring Exploration and Consumption

  28. Demo

  29. Example – Publishing from Excel to Excel Services • End user creates spreadsheet in Excel 2007 • Publishes it to SharePoint Excel Services • Configures the view of the spreadsheet in SharePoint Business Intelligence

  30. Example – Create spreadsheet in Excel 2007 Business Intelligence

  31. Example – Publish to Excel Services Business Intelligence

  32. Example – Connect Excel Web Access Web Part Only shows published sheet Business Intelligence

  33. Business Data Catalog • Expose Data to SharePoint • Custom Line of Business Data • Database or Web Services • Can be used as metadata • Automatically provides lookup functions Business Intelligence

  34. Business Data Catalog Business Intelligence

  35. The Report Center • Report site template • Houses reports • Includes • Excel Services • KPI lists • Report calendar • Data connection library Business Intelligence

  36. Key Performance Indicator (KPI) List • List template • Graphically displays KPI’s • Use to track metrics • Data from multiple sources • SharePoint Lists • Excel Services • SQL Analysis Services 2005 • Manually entered Business Intelligence

  37. KPI Web Part • Displays KPI’s in SharePoint List  Detail  Business Intelligence

  38. Filtering Data in SharePoint • Used to filter data • Multiple filter types • Authored List • Business Data Catalog • Current User • Date • Query String (URL) • SharePoint List • SSAS • Text Business Intelligence

  39. Bringing it all together in SharePoint Filters Excel Services KPI’s Business Intelligence

  40. Business Intelligence Scenarios • Operational dashboard • Departmental dashboard • Balanced scorecard • Individual performance KPI list Business Intelligence

  41. Business Processes

  42. What is Business Process Management? • Automation of processes via workflow and digital forms Business Processes

  43. Office 2007 Digital Forms Landscape • Microsoft Office InfoPath 2007 • Client application for designing forms • Smart Client for filling out forms • Microsoft Forms Server (Part of Microsoft Office SharePoint Server) • Allows you to fill out forms via Web and Mobile • Improved Workflow Integration • Managed forms templates to host trusted forms • Manage Data Connection Files Business Processes

  44. InfoPath 2007 Improvements • Web capabilities • Mobile capabilities • Integration with Outlook • Word and Excel conversion • Template Parts • Connection to workflow Business Processes

  45. Forms Server • Web based • Mobile • Workflow • Design once • Some features Don’t work Business Processes

  46. Workflow in the Office System • SharePoint libraries / lists have Workflow • Office 2007 clients connect to workflow Business Processes

  47. Workflow in the Office System • Office 2007 clients connect to workflow • Users can take action in client tool Business Processes

  48. Workflow Options LOB Integration (BizTalk) Visual Studio and Workflow SDK Purchase Order Processing Custom Tracking Apps Service Requests Asset Tracking SharePoint Designer Workflows Document Processes Spec Review Weekly Status Report Structured Ad Hoc Custom Form Actions Email Notification Exception Handling Server Features List Moderation Publishing Process Document Expiration Translation Process Document Review (parallel) Out-of-the-Box Solutions (with customization) Ringi (eApproval) Task & Issue Tracking (WSS, Access, & Project) Document Approval (serial) Custom Routing Signature Collection Business Processes

  49. Using SharePoint Designer to Write Workflows Business Processes

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