building enterprise applications and products on...

Building Enterprise Applications

and Products on SharePointDanny Ryan, [email protected]

Tommy Ryan, [email protected]

mailto:[email protected]

mailto:[email protected]

Agenda

• 1:00-1:30pm - Registration and Welcome

• 1:30-2:45pm - Sprint 1 – Workflow, Platform Services, MS Office Integration and Business Intelligence

• 2:45-3:00pm - Break and Refreshments

• 3:00-4:00pm – Sprint 2 – SharePoint Security, Communities and Collaboration, Enterprise Content Management and Enterprise Search

• Summary and Call to Action

Agenda

• Introduction to Seminar

• Sprint 1

• Break

• Sprint 2

• Summary and Call To Action

Seminar Purpose / Goals

• Follow up to the ―Now You Can‖ and ―Next Level‖ Seminars –Show and Share how you can

build enterprise applications and products on SharePoint

• Share more about how companies are taking advantage

of SharePoint as an enterprise application and product platform

Seminar Purpose/Goals

• Business value focus – We have a more technical series of seminars

• Build a good foundation on SharePoint technologies and

Agile fundamentals to understand more about the

ThreeWill approach

About this material

• Focus is building and integrating

on SharePoint in the following 8

areas -

• Sprint 1 will focus on topics related

to building on top of SharePoint,

Sprint 2 will focus on topics related

to SharePoint integration

What is your experience with SharePoint?

1. No experience, here want to learn more

2. Some recent experience with SharePoint (ex, currently using for Intranet)

3. Years of experience with SharePoint

4. Using SharePoint extensively (for Enterprise

Applications, as Product for ISVs)

SharePoint Basics

• WSS v3

– Windows SharePoint Services

– Free with Windows Server 2003

• MOSS 2007

– Microsoft Office SharePoint Server

– Extends WSS v3

– Standard and Enterprise licenses

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management

―lite‖, Outlook integration, offline docs/lists

Enterprise Portal template, Site

Directory, My Sites, social networking,

privacy control

Enterprise scalability,

contextual relevance, rich

people and business data

search

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

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

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

BusinessIntelligence

BusinessForms

SearchContent

Management

Collaboration

Portal

PlatformServices

Workspaces, Mgmt,

Security, Storage,

Topology, Site Model

The ―MOSS Pie‖

We ―slice‖ it up this way…

1. Business Apps and Workflow

2. Single Platform3. Microsoft Office

Integration4. Business Intelligence

5. SharePoint Security6. Communities and

Collaboration7. Enterprise Content

Management8. Enterprise Search

Operating System Services

Database Services Search Services Workflow Services

ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, etc.

Applications & Services

Collaboration

Doc Collab, Wikis

Discussions, Blogs

Contacts/Cals/Tasks

E-Mail Integration

Outlook Integration

Project Mgmt ―Lite‖Offline Lists/Docs

Content Mgmt

Authoring

Workflow

Web Publishing

Document Mgmt

Records Mgmt

Policies

Multi-Language

Portal

Intranet Template

News, Site Dir

My Sites

People Finding

Social Networking

Privacy

Search

Search Center

Relevance

Biz Data Search

Metadata

Customizable UX

Extensibility

Biz Processes

Rich/Web Forms

Self-Service Forms

Real-time Data Val.

LOB Integration

LOB Actions

Pluggable SSO

BI

Excel Services

Report Center

Dashboards/KPIs

Biz Data WPs

Biz Data in Lists

SQL RS/AS Integ.

SharePoint Functional Architecture

Platform Services

Storage

Repository

Metadata

Versioning

Backup/Recycle Bin

Indexing/Search

Security

vServer Policies

Pluggable AuthN

Folder/Item Level

Rights Trimmed UI

Management

Admin UX

Delegation

Provisioning

Monitoring

Deployment

Migration

Config Mgmt

Farm Services

Feature Policy

Extranet Support

Site Model

Templates

Rendering

Navigation

Consistent UX

Extensibility

Forms/Fields

OM and SOAP

Event Handlers

Migration APIs

Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Single Sign-on Service)

Desktop Productivity

Enterprise

AppsERP

CRMRelational

Database

Office Applications

• Coordination & knowledge sharing is difficult• Business apps are hard to access

• Can’t find information or people• Content is out of date & poorly managed• Too much paper and manual process• Poor data visibility

Structured

Unstructured

Unstructured WorkUnstructured

The Productivity Gap

Momentum –Intranet Sites

http://www2.acnielsen.com/site/index.shtml

http://www.careered.com/

http://www.generalmills.com/corporate/index.aspx

http://www.firstamne.com/index.htm

Momentum – Internet Sites

www.kroger.comwww.energizer.com

www.microsoft.com

And of course…www.threewill.com

Good list at www.wssdemo.com

What The Industry Is Saying

"If collaboration and file sharing is on your mind, SharePoint Server and its integration with Office 2007 are impressive.

. . . the ability to create dynamic sites – and for users to benefit from these tools and create their own My Site pages – is extraordinary.‖

"In 2007, the marketing associated with the launch

of Microsoft Excel Services as part of Office 2007

will create the biggest news in the BI market.‖

―SharePoint Server 2007 is an (Able) Jack of All Trades. .

Most importantly – and the reason for which

eWEEK Labs has given the platform an Analyst's Choice award—SharePoint Server 2007 is the

best product we've seen for getting a capable and

feature-rich enterprise Web platform up and

running quickly.―

Top 5 Web Application

DevelopmentsOf the Year

"But getting lost a bit in the noise and hype is one

Microsoft product release that, in the long run,

may end up being the most important, especially

on the enterprise side. And that product is Microsoft SharePoint Server 2007.

. . . And based on my tests so far, I am impressed.‖

http://www.gartner.com/silentlocalechooser.jsp?locale=wcw

http://www.computerworld.com/index.jsp

Agenda


• Sprint 1

• Break

• Sprint 2


Sprint 1 Planning

• Demo

• Business Applications and

Workflow

• Platform Services

• MS Office Integration

• Business Intelligence

• Client Examples

Demo Overview

Part 1 - Office 2007 Integration with

line of business data/information

Part 2 - Workflow Foundation for

centralized process management /

SharePoint 2007 for consolidated

views/dashboarding

Part 3 - Windows Presentation

Foundation/ Virtual Earth for

immersive experience and

visualizing large data sets for better

decision making

Scenario

• Real Estate Manager making a decision about whether to renew or terminate a lease

– Electronics Store currently located

on Market Street in downtown San

Francisco

– Have options for other available

locations to re-locate the store to

more desirable site

Part 2 – Business Applications and

Workflow; Single Platform

Part 1 – MS Office Integration (aka OBA’s or

Office Business Applications)

Part 3 – Business Intelligence

Build on SharePoint Demo

Sprint 1 –Build on SharePoint

• Demo


Workflow




• Client Examples

Business Applications and Workflow

• Workflows– People centric workflow out-of-the-

box– Built on a rich platform – Windows

Workflow Foundation– Integrates with structured business

processes

• Business Data Catalog– Out-of-the-box connectors: SAP,

Siebel, Dynamics

• Forms – InfoPath ―client‖

Workflow Options

• Lightweight Events Handlers

• Out of the Box Workflows

• SharePoint Designer

• VS.NET Workflows

Application Templates• Basic configuration for common processes and

workgroup tasks

• Starting point for deeper solutions and business impact:– Human Resources– Operations / IT– Business Management / Finance– Sales / Marketing– Project Tracking / Product Mgmt

– Specialized / Verticals

Business Applications User Interface Options

• Web Part Framework (including Personalization)

• Custom Lists

• ASPX forms

• Office Applications (more in a

bit)

• Other technologies including

AJAX, Silverlight

What are Web Parts?

• Vital way to customize and extend SharePoint

• Create user interface elements

• Web Parts support

– Customization - changes made to the web part can be seen by all site members

– Personalization – changes will only be seen by the user that made the changes

• Easy and powerful way to extend SharePoint

Web Part Pages

Web Part Page

Web Zone

Web Zone Web Zone

Web Part

Web Part

Web Part

Web Part


• Demo


Workflow




• Client Examples

Platform Improvements

• User Experience– Improvements to usability, navigation,

and customization– Outlook offline support

• Platform Improvements– ASP.NET 2 - Web parts, master

pages, and pluggable authentication

– Customization enhancements –Templates and feature extensibility

– Windows Workflow Foundation– List enhancements – Scale, content

types, and versioning

Platform Improvements

• Manageability

– Improved backup\restore including

recycle bin and VSS support

– Extranet deployment

– Full and side-by-side upgrade

• Security

– Folder and item-level security

– Interface trimming based on role


• Demo


Workflow




• Client Examples

Office 2007 Client Integration vs. Office 2003

Integrated client/server capability 2003 Client 2007 Client

Enterprise Content ManagementContent Management process integrated into client

PowerPoint Slide LibrariesPublish slides for central storage, reuse and change notification

Excel ServicesPublish spreadsheets for server hosting, web viewing and component access control

Electronic FormsPublish e-forms for e-mail and browser based form completion

Access / SharePoint IntegrationHost Access data on SharePoint sites, use either browser or Access client to work with data

Outlook / SharePoint IntegrationBi-directional sync of calendars, tasks, and contacts. Offline access to document libraries.

Groove / SharePoint IntegrationDirect synchronization between Groove workspaces and SharePoint document libraries

Outlook / Exchange 2007 UtilizationUnified communications, Managed folders, Scheduling enhancement and more.

The Work Of Business

CreateLead Qualified?

RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

CRM ERP


RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

CRM ERP

―Real World‖ Information Work

Get

specs

from

customer

Validate

specs with

Tech

Sales

Estimate

custom

design

Cost out

the

solution

Decide

discount

strategy

Assemble

proposed

response

Approve

proposed

response

Unstructured


RetireLead

CreateOppt’y

CreateQuote Closed?

CompleteSale

Create Invoice

Get

specs

from

customer

Validate

specs with

Tech

Sales Cost out

the

solution

Decide

discount

strategy

Assemble

proposed

response

Approve

proposed

response

Structured

Estimate

custom

designUnstructured

―Real World‖ Applications

Office Business Applications

―Classic‖ Enterprise Applications

Office SharePoint Server

Word Excel Outlook InfoPath


• Demo


Workflow




• Client Examples

Business Intelligence

• The glue for ―BI for the Masses‖• Delivers in-context BI

• From KPIs to Reports to Dashboards

• Key technologies– Excel Services

– Report Center– KPIs and KPI Lists – Business Data Catalog

– ODC Library

Excel Web Access Reporting

• Excel Data Connections

• Read-Only

• Pivot Tables

• Charting


• Demo


Workflow




• Client Examples

Example #1 –Build on SharePoint

Client Profile Scenario Technologies

Used

Key

Benefit(s)

Leading

integrated

supplier of

Lottery

Services

Ability to

leverage

SharePoint

as a

development platform for

several web

based

product lines

• WSS v3.0

• Virtual Earth

• Ajax

• Advanced

Web Part

Development

• Extensible

content

platform from

day one

• Ability to

target UI to

audience

Single Platform for WCM

Rich Business Intelligence / Reporting

Custom Web Parts

Example #2 –Build on SharePoint


Used

Key Benefit(s)

Group of

Leading

Entertainment

Network

Companies

Custom Video

Player solution

(packaged

branded site

pages which

presented

searchable

Video List

as thumbnail

images with

custom ―pop up‖ video description)

• WSS v3

• Custom Web

Part with

Custom List

View

• Java Applet

• Windows

Media Services

• All company

videos are

searchable and

viewable through

their intranet

• Large video files

( 800+ MB) are

uploaded and

managed by

SharePoint

• Allows custom

branding to be

applied for each

deployment

Sprint 1 – Review

• Demo


Workflow




• Client Examples

Agenda


• Sprint 1

• Break

• Sprint 2


Sprint 2 – Planning

• Demo

• SharePoint Security

• Communities and Collaboration

• Enterprise Content Management

• Enterprise Search

• Client Examples

Demo Scenario

• Show integration of best of breed enterprise wiki product with SharePoint

• SharePoint Team Blog Post

• Key Technologies involved –– Microsoft Office SharePoint Server

2007

• Key Benefit – Product adoption for enterprise clients

http://blogs.msdn.com/sharepoint/archive/2008/01/10/sharepoint-connector-for-confluence-how-we-did-it.aspx

Part 1 -Single Sign On / Administration / Features

Part 2 - Content Embedding

Part 3 - Search Integration

Part 2 – Communities & Collaboration and Enterprise Content

Management

Integrate with SharePoint Demo

Part 1 – SharePoint Security and Single Sign On

Part 3 – Enterprise Search

Sprint 2 –Integrate with SharePoint• Demo





• Client Examples

SharePoint Security

• Website and Security Framework

• A common site framework for all

types of sites: intranet, extranet and

Internet

• Built-in Security

• Authentication

• Authorization

• Extensibility

SharePoint Security

• Inheriting security

• List-level security

• Item-level security through code

• Forms-based Authentication

• Single Sign-On

SharePoint Security

SharePoint Security

• Clicking on the link below (in the web part)

takes you to the screen at the bottom of the

page.






• Client Examples

Multi-Dimensional Collaboration

Collaboration Enhancements

• Wikis and blogs

• Improved surveys, email and

discussions

• People and Groups: Distribution lists generated at site creation

Collaboration Enhancements

• Core Collaboration and Document Life Cycle– Tracking and project management tasks

in charts

– Detailed major/minor versions

– Required check out for edits

– Document library improvements

• Anywhere access– Outlook integration: Two-way sync for

contacts, tasks, and calendars

– Keeping informed: Search, alerts, RSS, and task notifications

– Mobility: mobile enabled lists






• Client Examples

Managing Data/ Documents

• Managing– Lists

– Views

– Content Types

• Import through Access

• Windows Explorer view of documents

• Datasheets

• Centralized Data

Key SharePoint ECM Features

• Reach Office integration

• Document Management

• Record Management, Policy and Compliance

Key SharePoint ECM Features

• Web Content Management– Designed for Internet and Published Sites

– New Web and Word Authoring capabilities

– New Content Deployment and Publishing tools

• Workflow and Approval– Out of box multi-stage Serial and Parallel

document workflows

– Integrated with email and Office 2007 desktop applications

– Customizable through Windows Workflow Foundation

Built-in Publishing

– Default/custom page layouts

– Check-out/check-in

– Versioning

– Approval

– Publish

Standard MOSS Templates

Custom Site Templates

Standard Publishing Page Layouts

Custom Page Templates

Page Templates

Site Actions

• The following ―Site Actions‖ are available on a ―Publishing‖ site

Enterprise Content Management

Content Approval

Content Type Design

• Hierarchical

• Inheritable

• Integrated with

Document

Information Panels

• Custom Document

Templates

• Automatic Updates

• Workflow

Integration






• Client Examples

Enterprise Search

• Searching your

– SharePoint sites

– People

– File shares

– Web sites

– BDC

– Improve individual and organizational

productivity by instantly connecting

people with the right information and

people while they work

Enterprise Search

Team

Division

Enterprise

Extranet

Internet Presence

The Individual

Search When And

Where You Need To

Find Content Scattered Throughout the Enterprise

• Find a spreadsheet located on a file share

• Get a set of relevant links when looking for a specific PowerPoint presentation

• Find a customer profile from your SAP system

• Make enterprise search available in Word by adding the web service to your Research Pane

Scenario ExamplesSearch all your files and websites• Out-of-the-box ability to search files on

shares and all websites

• Extensible to include all types of files

• Extensible to custom repositories

Search over all business data • Orders, customers, products, discussions,

employee data, colleagues, etc.

• SAP, Siebel, custom repositories, etc.

Readily available to other applications• Search XML Web Service

Best relevance and user experience• Great relevance based on MSR algorithms

• Duplicate collapsing

• Query-hit highlighting and query correction

WSS vs. MOSS Search

• WSS– Single site collection

– Limited Scopes

– IFilters

– Duplicate Collapsing

• MOSSContent• Other Site Collections• People• Web Sites• Exchange Public Folders• File Shares• BDC• Custom

Features• Search Site Template• Custom Scopes• Managed Properties• Best Bets• Usage Reporting• Query & Admin API• Extending Search…

– Search-based Alerts

– RSS from Result Set

– Query API

Search Concepts/Terms

• Search Scopes

• People Search

• Advanced

Search

• Best Bests

• Search Web Parts

• Security Trimmed Results

Search Concepts/Terms

• Content Sources

• Crawl Rules

• Crawl Logs

• Managed Properties






• Client Examples

Example #1-Integrate with SharePoint

Client

Profile

Scenario Technologies

Used

Key Benefits

Leading

provider of

scalable

audio mining

and speech

analytic

software

The need to

seamlessly

integrate with

SharePoint the

initiation of

searches and

search results

produced by

Third Party

Search Engine

• Document

Library Event

Handlers

• Web Part

Development

• Third Party

search technology

integrated with

SharePoint search

screens

• Integration of

relevant audio

content

• Third Party

Search engine

crawl initiated

when adding audio

documents

Example #2 –Integrate with SharePoint


Used

Key Benefits

Leading Agile

Development

Tool ISV

Need to

create a

community

portal that

allows for product

knowledge

sharing

• WSS v3.0 • Understanding

of SharePoint

Technologies

• Ease of use, search and

updating

• Integration with

Google Groups

Example #3 –Integrate with SharePoint

Client

Profile

Scenario Technologies

Used

Key Benefits

Leading

Community

Services

Organization

Need to

create online

communities

for

knowledge sharing and

collaboration

• MOSS 2007

• Forms

Based

Authentication

• Site

Definitions

and Page

Templates

• Ease of

administration

and content

management

• Synchronized

authentication

store

• Templates that allow provisioning

sites in the future

Sprint 2 – Review

• Demo





• Client Examples

Agenda


• Sprint 1

• Break

• Sprint 2


Seminar Survey

Before we wrap up with a summary and a word from our sponsor please complete and

return seminar survey for a chance to win giveaways

What are you taking away from today’s presentation?

Retrospective

ThreeWill Overview• Microsoft Gold Certified Partner based out of

Alpharetta, Georgia.

• Focus area is building custom collaborative solutions on SharePoint 2007

– Certified in Microsoft's Information Worker, Custom

Development Solutions, and Business Process and Integration competencies.

• All our consultants are Microsoft certified

– Average 10 + years of experience

• We are ranked in the top 5% of Microsoft partners based on an independent survey

We believe the key to succeeding on projects relies on the right combination of people, process, and

technology. Our company name, ThreeWill, comes from this philosophy.

ThreeWill Project ApproachSmall focused project teams of 3 to 4 people to Plan, Design,

Develop, Migrate and Deploy (train as required). Iterative Phased Approach with output at the end of each phase.

Project Planning

• Average duration is 2 weeks

• Initial project scope is set and feature sets are defined with priority

• Checkpoint is agreement of high level estimate and Iteration 1 plan

Iteration

• Average duration is 2 weeks per Iteration

• Average number of Iterations is 4

• Working software at the end of each Iteration

Transition

• Average duration is 2 weeks• Final product is delivered and transitioned

Process Overview

PRODUCT

BACKLOG

SPRINT

BACKLOG 24

HOURS

2 WEEKS

POTENTIALLY

SHIPPABLE

PRODUCT

INCREMENT

SPRINT

Why Agile?

• Allows the team to focus on delivering the highest business value in the shortest time

• Rapid and repeated inspection of actual working product every two weeks

• Business (client) sets the priorities. Teams self-organize to determine the best way to deliver the highest priority features

• Every two weeks anyone can see real working product and decide to release it as is or continue to build it through another sprint

Project Types

• Custom SharePoint Development Projects – 2 to 3 month engagements with 2 to 3

team members, average of 200K investment

• QuickStart Project – 3 week projects with 2 team members,

30K investment

• Mentoring Consulting Project

Call to Action

• Request a Free SharePoint

Assessment –http://www.threewill.com/assessment/

• Find out more about our SharePoint

QuickStart program –http://www.threewill.com/quickstart/

– 3 week engagement

– 2 team members

– 30K investment

http://www.threewill.com/assessment/

http://www.threewill.com/quickstart/

Other Next Steps

• Visit our homepage –www.threewill.com

• Visit the ThreeWill blog –www.worktogetherbetter.com

• Visit our technical blog –www.implementingsharepoint.com

• Upcoming Seminars –http://www.threewill.com/events/

• Subscribe to ThreeWill Newsletter –http://www.threewill.com/newsletter/

• Free video on Exploring SharePoint 2007 –http://www.threewill.com/video/

http://www.threewill.com/

http://www.worktogetherbetter.com/

http://www.implementingsharepoint.com/

http://www.threewill.com/events/

http://www.threewill.com/newsletter/

http://www.threewill.com/video/

http://www.threewill.com/video/

Other Next Steps

• Visit our SharePoint Resource Guide –http://www.wssresourceguide.com

• Visit our SharePoint Showcase Site (featuring the SharePoint

Application Templates)http://www.sharepointshowcase.com

http://www.wssresourceguide.com/



Giveaway Drawing

And the winner is…