sharepoint futures tony knors partner technology & solutions advisor dirk fierens iw specialist...
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SharePoint FuturesSharePoint Futures
Tony KnorsTony KnorsPartner Technology & Solutions AdvisorPartner Technology & Solutions Advisor
Dirk FierensDirk FierensIW Specialist Enterprise and Partners GroupIW Specialist Enterprise and Partners Group
Microsoft BeLuxMicrosoft BeLux
Session Goals /AgendaSession Goals /Agenda
IntroductionDemonstrations and conceptual details
CollaborationWeb content managementForms capabilities
Conclusion and next steps
Not a complete coverage of capabilities!Beta1: things can still change…
Technology ConvergenceTechnology Convergence
20032003
20012001
20062006
SharePoint Portal Server 2001SharePoint Portal Server 2001SharePoint Team Services “v1”SharePoint Team Services “v1”
Content Management Content Management Server 2002Server 2002
SharePoint Portal Server 2003SharePoint Portal Server 2003
Windows SharePoint Services “v2”Windows SharePoint Services “v2”
Windows SharePoint Services “v3”Windows SharePoint Services “v3”
Office 2007 SharePoint ServersOffice 2007 SharePoint ServersPortal, Web Content Management, and MorePortal, Web Content Management, and More
Office SharePoint Server 2007 : Office SharePoint Server 2007 : Key InvestmentsKey Investments
Better empowerment, TCO and developer productivityBetter empowerment, TCO and developer productivity
Next generation e-mail, project management,
workflow, blog and wiki support
CollaborationCollaborationBusinessBusiness
IntelligenceIntelligence
PortalPortalEnhanced SharePoint Portal aggregation and personalization
Great relevancewith rich people and
business data search
Server-based forms and workflow with
smart client and browser interfaces
Server-based spreadsheets plus BI portals built on SQL Server Analysis Services
Integrated document, records and Web content management
BusinessBusinessProcesseProcesse
ss
Unified ASP.NET 2.0 workspace foundation for
scalability and extensibility
SearchSearchContentContentManagementManagement
WindowsWindowsSharePointSharePoint
ServicesServices
Collaboration Collaboration
Some concepts explainedSome concepts explained
Basic collaboration and platform improvementsSome details on
Content typesEvent enhancementsWorkflow capabilities
Outlook Integration Outlook Integration
Outlook allows user to work with personal and team data in one place
Read/Write access to SharePoint datatypes Calendar, tasks, contacts, discussions, and documents
Synchronization for offline support Users can ‘check out and edit’ documents when offline.Roll-up views of calendars and tasks across sites
Improved calendarSharePoint’s calendar module with richer calendar views, recurrence support, all-day events, and more
Platform EnhancementsPlatform EnhancementsRecycle BinPer-item permissionsFolders in all list types
Custom properties on folders
Consume data outside its containerCross web lookup fieldsCross web list views
Announcements list from the root on every homepage in the site
Extensible file-format supportFramework to support properties from 3rd party file formats
Version History UIVersion History UI
Content TypesContent TypesOverviewOverview
Reusable definition of an item typeWhat’s in a content type?
Schema Definition (Collection of fields)Some fields shared between types, some unique
Document templateAvailable workflowsPolicy settings3rd party behaviors
ExamplesTrip ReportExpense ReportPDC Presentation
Content TypesContent TypesEnd User ExperienceEnd User Experience
“New button” is now a dropdownHeterogeneous types in a viewInput, display forms, and verbs change per-type
Content TypesContent TypesHierarchyHierarchy
Allows individual customization of an organization's types“My Company” definition of a type vs. “My Team” definition
Microsoft Expense Report
Microsoft Expense Report
Microsoft Review Form
Microsoft Review Form
Microsoft Wide ITPro
Presentation
Microsoft Wide ITPro
Presentation
Base Document
Base Document
Office TeamITPro
Presentation
Office TeamITPro
Presentation
Column TemplatesColumn Templates
Reusable column definitionsDefined at the Web levelUse in multiple lists or by multiple Content TypesUpdate in one place
Content TypesContent TypesExtensible BehaviorsExtensible Behaviors
Package features and behaviors with content types instead of listsHow we use it
“Web Page” type with scheduling and a complex approval process“XML Document” type with ties to rich XML data extraction“Discussion Thread” with custom forms and user experience
Type can be used anywhere in the siteNo dedicated place where content must live to benefit from a new feature
Event FrameworkEvent Framework
Events are key framework to plugging in new functionalityMore complete list of asynchronous events
Schema changed, Site deleted, etc.
Supported on regular lists as well as document librariesMultiple handlers on a listNew synchronous “before” events!
Before update, delete, etc.
Field customization UIField customization UI
{Auto-generated field property input form based on field PropertySchema
Workflow Scenario SpectrumWorkflow Scenario Spectrum
Participants: people, rolesFlow style: flexible, dynamicData: unstructured, documents
Participants: apps, servicesFlow style: prescriptive, protocolsData: structured, transactional
Information Worker• Document Review…Information Worker• Document Review…
System WorkflowSystem WorkflowHuman WorkflowHuman
Workflow
Windows Workflow Foundation
Business to Business• Supply Chain Mgmt…Business to Business• Supply Chain Mgmt…
Line of Business Apps• Quote to Cash, Sales Automation…
Line of Business Apps• Quote to Cash, Sales Automation…CRM ERP
IT Management• New Hire Provisioning, Trouble Ticket,…
IT Management• New Hire Provisioning, Trouble Ticket,…
.NET Developer• Pageflow, Service Coordination…
.NET Developer• Pageflow, Service Coordination…
Out-of-the-BoxSolutions
(with customization)
Routing & ApprovalReview
ApprovalSignature collectionEast Asian workflow
Stru
ctured
Ad
Ho
cOffice Server FeaturesList Moderation
Publishing ProcessDocument Expiration
Tracking ApplicationsIssue tracking
SharePoint Designer Workflow
Custom Form ActionsEmail Notification
Exception Handling
Document ProcessesSpec Review
Weekly Status Report
Custom Tracking AppsService Requests
Asset Tracking
Visual Studio & Workflow SDKLOB Integration
Industry specific processesPurchase orders
Product lifecycle mgmt
Authoring Scenario PyramidAuthoring Scenario Pyramid
Office Workflow EcosystemOffice Workflow Ecosystem
WSS Infrastructure
WWF WebService
Outlook
Browser UI
• Administration• Reporting/Status• Initiation• Parameter setting• Ad-hoc Customization (Forward/Delegate)• Task Notification and Completion
• Task Notification• Task Completion
• Initiation and parameter setting• Ad-hoc Customization (Forward/Delegate)• Task Completion
Authoring Apps
SharePoint Designer
• Wizard-based authoring• Forms integration• Application deployment
SourceList
TaskList
Access
• Initiation and parameter setting• Task Completion• Reporting
Workflow Initiation in a document library
And in the apps…
Workflow tasks in Outlook
Notification within Office Applications
And in e-mail…
1. Definition of Confidential Informaion and Exclusions
(a) “Confidential Information” means nonpublic information that a party to this agreement (“Disclosing Party”) designates as being confidential to the party that receives such information (“Receiving Party”) or which, under the circumstances surrounding disclosure ought to be treated as confidential by the Receiving Party. “Confidential Information” includes, without limitation, information in tangible or intangible form relating to and/or including released or unreleased Disclosing Party software or hardware products, the marketing or promotion of any Disclosing Party product, Disclosing Party’s business policies or practices, and information received from others that Disclosing Party is obligated to treat as confidential. Except as otherwise indicated in this Agreement, the term “Disclosing Party” also includes all Affiliates of the Disclosing Party and, except as otherwise indicated, the term “Receiving Party” also includes all Affiliates of the Receiving Party. An “Affiliate” means any person, partnership, joint venture, corportation or other form of enterprise, domestic or foreign, including but not limited to subsidiaries, that directly or indirectly, control, are controlled by, or are under common control with a party.
I understand that Microsoft Corporation (“Microsoft”) will be disclosing confidential and proprietary information (“Confidential Information”) to me during the Web Professional Focus Groups on ____________, 2002. Such Confidential Information may include, but is not limited to information relating to the development, marketing, or distribution of released or unreleased versions of Microsoft products and any other information which is designated as confidential by Microsoft.
With respect to the Confidential Information, I agree that:
(i) in the event I or my company have executed a Microsoft Corporation Non-Disclosure Agreement, I will treat the Confidential Information as confidential in accordance with the terms and conditions of such agreement; or
“This” workflow in WSS
“My” workflows in Outlook
Workflow gallery
Customization for Routing
Microsoft Office InfoPath
File Edit View Favorites Tools Help
Approval Line Submit Attach Comments
My Approval – Gildong Hong
MSWeb > Office
Home
Microsoft Internet ExplorerMicrosoft Internet Explorer
File Edit View Favorites Tools Help
http://home
DocID ABC-MKT-200310-1236
Date 2003/10/13
Proposer Gildong Hong
Department Marketing
Permission Public
Keyword Exhibition
Retention Period 1 year
Cooperat
ion
Annual software exhibition participationSubject
Attachment: Exhibition schedule
We are going to participate the annual software exhibition in December. Please approve the necessary budget.
1. The budget needed: $10,0002. Schedule: December 10 – December 12
Attached is the detailed exhibition schedule.
ABC Corporation Approval Line Setting
OK Cancel
RolesPerson
Approval Type
Normal approve
Co-approve
Cooperate
Arbitrary
Remove Approver
Add Approver
1 Ongoing Proposer MKT Gildong Hong
Organization Chart by person No. Status Type Dept Name
Move Down
Move Up
Enter Text
Name: Gildong Hong
Group: MKT
Title: Associate
Role: General User
Report to: KiSoo Han
Address:
Phone:
E- Mail:
Signature Setting:
Delegation Status
Min Ju Park (Director)
Chi Soo ChaeHan Soo Ahn (Group
Tae Sub Song
Han Na Lee
Dae Man Jung
Baek Ho K
Tae Woon
Myung Ho Yoo
Dar Hyun YunDuk Kyu Byun
So Yun Ch
eApproval with a custom form
Areas and PagesOffice
Home News Sites In-Market Products Office 11 Office 12 Start Here!
My Site Site Settings Help
All Sources
TitleType Modified by Approval Status
New Products
Our Products
John Smith
John Smith
Jane Doe
Completed - Approved
Started
none
noneDaniel Kogan
Last year
New | Delete | Move | Copy | Find |All ALternates
日本語
English
News
Partners
Products
Campaigns
Documents
Images
Start Here!
CEO’s desk
Pages
Listings
français
Español
Products
Status
Published
Published
Draft
Draft
Approval within CMS page view
Approval within web editor
Properties Tabs
CopyEdit
Workflow – Status MappingProtocol design and approval
Sync With ServerCancel
Copy Edit
Draft
Doc Initiation
State
100
66
33
Status
Workflow
Project task integration with workflow state
Type
Title
Assigned To
Category
Due Date
Issues
Comments
Status
Priority
Average Issues
First Deadline
Last Deadline
Week Due (Avg.)
Type
Title
Assigned To
Category
Due Date
Issues
Comments
Status
Priority
Average Issues
First Deadline
Last Deadline
Week Due (Avg.)
Graphical reporting in Visio
SharePoint Designer to create Workflow
Code Beside C# FilesCode Beside C# Files
Messaging activities (i.e. WSS event)
Messaging activities (i.e. WSS event)
Building blocks: activities & tasksBuilding blocks: activities & tasks
Schedule specific business logic
Schedule specific business logic
Property Browser IntegrationProperty Browser Integration
Workflow Designer in VS.NET
Web content management Web content management integration integration
Some concepts explainedSome concepts explained
Web content ArchitectureEnterprise content management
Portals are a collection of Webs
The Webs are arranged in a hierarchyHierarchy controls navigation and security
SPSv2 Area, CMS02 Channel are now all based on the WSS Webs construct for containershipEach Web has a document library for pages
Portal Data ModelPortal Data Model
Home (web)Home (web)
Products (web)Products (web)Services (web)Services (web)About Us (web)About Us (web)
Product A (web)Product A (web)Product B (web)Product B (web) News (web)News (web)
= Page library= Page library
(Doc library)(Doc library) (Doc library)(Doc library)(Doc library)(Doc library)
(Doc library)(Doc library)
(Doc library)(Doc library) (Doc library)(Doc library) (Doc library)(Doc library)
Master Page + Page Layout = Master Page + Page Layout = BrandingBranding
Master page defines how navigation is renderedPage layout ASPX defines how page content is renderedTogether they render the full page1-3 Master pages, 10-25 Page Layouts to 10 of thousands of pages
Page Layout + Page Content = Page Layout + Page Content = PagePage
Page execution:Page URL requestedPage layout executed in content of pageContent server controls bind to page fieldsRendered page returned
Inherited from WSS:Versioning, Check-in/Check-outContent typesAccess controlWorkflow
Portal NavigationPortal Navigation
Dynamic navigation based on site hierarchyIncludes webs, pages and authored linksNavigation links trimmed based on security, workflow state and publishing schedule
ECM Conceptual ViewECM Conceptual View
SQL Storage
Browser 3rd Party AppsMS Office
User Interface
ECM Components
FormsManagement
Web ContentManagement
RecordsManagement
DocumentManagement
Workflow
Search
Metadata
Security
Policies
IRM
Library Svcs
Collab
Uniform Services
Unified Storage
Storage APIs
SQL Database
Document / Content LifecycleDocument / Content Lifecycle
Ready to publish,sign off & approve
CreateEdit /
ReviewArchivePublish
Information Policy FeaturesInformation Policy FeaturesOut of the box features and extensibility
Expiration: allows custom time periods and actions. An expiration action can kick off a workflowAuditing: Our audit log is designed to be extended. Our reporting features treat “add-on audits” as first class citizensLabels/Barcodes: You can create your own schema, numbers, text, or pictures to be attached to any item in our repository. These are typical SharePoint fields and are indexed for search
You can build your own or replace any of theseExamples of new policy features you can build
De-duplicationDigital signature-based document integrityDocument “Hygiene”Convert to Fixed Format
Centrally Administered Policy TemplatesCentrally Administered Policy Templates
Customize policies Customize policies by content typeby content type
Selectively track, Selectively track, audit and expire audit and expire
contentcontent
Automatically Automatically initiate policy-driven initiate policy-driven
workflowsworkflows
Records Management RepositoryRecords Management Repository
Organize,Maintain, &
Dispose
Records Manager
Search,Hold, &Triage
Lawyers &Paralegals
Exchange
Send To
SharePoint
Documents
KnowledgeWorker
DesktopItems
“Ship” To
Nondigitalrecords
RecordsCustodian
3rd-partyimaging
RecordsRepository
Policy Enforcement
“Vault” Behaviors
SM
TP
& S
OA
P O
FI
Windows SharePointServices
Hold
Audit ReportsAudit Reports
Forms server capabilities Forms server capabilities
Some concepts explainedSome concepts explained
Forms serverExcel Services
InfoPath Forms DevelopmentInfoPath Forms DevelopmentRapid, declarative form design environment
Form migration framework and import from Word/ExcelTemplate Parts for re-useLogic Inspector for debuggingDesign-once and compatibility checker
New Managed Code Object ModelOptions for authoring code behind the form
Visual Studio Tools for OfficeVisual Studio Tools for Applications
Hosting optionsAs activex/WinForm control in a client appAs aspx control in an asp.net page
Browser-enabled formsBrowser-enabled forms
Forms designed as browser-compatibleForms deployed to an Office 2007 Server with Form ServicesCross-browser and cross-platform support
InfoPath clientBrowsers: IE 6+, Safari, Netscape, FirefoxWindows, Mac, Linux, UnixMobile devices (HTML-compatible browsers)
WSSWSS
Publishing & Filling Out a FormPublishing & Filling Out a Form
Rendering Rendering ValidationValidationCalculationCalculation
ssRulesRules
EditingEditing
DownloadDownloadXSN, XMLXSN, XML
Publish XSNPublish XSN
Download Download script andscript anddata arraydata array
Office 2007 Office 2007 ServerServer
XSNXSN
ASPXASPX
XSN, XMLXSN, XMLForm codeForm code
XSN, XMLXSN, XMLForm codeForm code
Info
Path
Form
In
foP
ath
Form
S
erv
ices
Serv
ices
Return Return updated data updated data
arrayarray
GenerateGenerate
InfoPath ClientInfoPath Client
Send changes Send changes backback
InfoPath Designer
Take offline Take offline as neededas needed
Browser Rendering Rendering ValidationValidation
CalculationsCalculationsRulesRules
EditingEditing(using (using script)script)
Excel ServicesExcel Services
New Office 2007 functionality built on SharePoint Server platform that provides:
Server-side Excel spreadsheet calculationBrowser based spreadsheet viewing & interactivityWeb service access to spreadsheet calculation
Excel 2007Excel 2007
BrowserBrowser100% thin100% thin
View and Interact
CustomCustomapplicationsapplications
Web Services Access
Excel 2007Excel 2007clientclient
Open Spreadsheet/Snaps
hot
Author & Publish Spreadsheets
Excel ServicesExcel Services
Web front endWeb front end
Excel web Excel web accessaccess
Excel web Excel web servicesservices
ECS ProxyECS Proxy
““Excel Services”Excel Services”ArchitectureArchitecture
Web front-endSharePoint UIHTML rendering + web services
Application serverLoads spreadsheets, refreshes data, calculatesMaintains state for interactivityFile + query caches for performance
The Office servers provide:Solution platformStore: spreadsheets, data connection files, admin settingsSecurity: Authentication, Authorization
Single box or multi-tier Independent scale-out
Excel calculation serviceExcel calculation service
ECS interfaceECS interface
Application ServerApplication Server
External data sourcesExternal data sources
Flexible TopologyFlexible TopologyIndependent Scale-OutIndependent Scale-Out
Application ServerApplication Server
Web front endWeb front end
Confidential – Microsoft CorporationConfidential – Microsoft Corporation
10+ out-of-the-10+ out-of-the-box filter partsbox filter parts
Display specific Display specific spreadsheet spreadsheet
ranges or chartsranges or charts
Unified filtering Unified filtering across all parts on across all parts on
the dashboardthe dashboard
Server-based SpreadsheetsServer-based SpreadsheetsIncorporate spreadsheet components in BI dashboardsIncorporate spreadsheet components in BI dashboards
Server-based SpreadsheetsServer-based SpreadsheetsIncorporate spreadsheet components in BI dashboardsIncorporate spreadsheet components in BI dashboards
Confidential – Microsoft CorporationConfidential – Microsoft Corporation
Out-of-the-box Out-of-the-box templatetemplate
Personalized and Personalized and targeted content targeted content
deliverydelivery
Server-based SpreadsheetsServer-based SpreadsheetsBuild on SharePoint content management featuresBuild on SharePoint content management features
Server-based SpreadsheetsServer-based SpreadsheetsBuild on SharePoint content management featuresBuild on SharePoint content management features
Search for Search for reports, reports,
spreadsheets spreadsheets and dashboardsand dashboards
Conclusion and next stepsConclusion and next steps
SharePoint ~ platform
Beta 2 in May (broad availability)
RTM Q4 2006
CollaborationCollaborationBusinessBusiness
IntelligenceIntelligence
PortalPortalBusinessBusinessProcesseProcesse
ss
SearchSearchContentContentManagementManagement
WindowsWindowsSharePointSharePoint
ServicesServices