April 2008

Portal
Enterprise
Content
Project
Manageme
nt

Business
Intelligence SharePoint Collaborati
on
Platform
Services
Integration
Social
Networking Extranet
Forms &
Business
Processes
Enterprise
Search Enterprise
Internet
Division

Team
Individual
 SharePoin
t Platform
Services

Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 SharePoin
t Platform
Services

xx
 SharePoin
t Platform
Services

Internet
Edition
Content Management or
ASP.NET 2.0 Services Standard
CAL
ECM
•Web Parts Content Management Seach
•Master Pages
•Membership
Portal Services Aggregation
•Navigation Discovery
•Caching
Search Services Collab
Windows
Workflow Foundation Excel Services
Forms
Windows Forms Services Calculation /
Internet
Communication Foundation Edition Business
• Web Services or Rules
Enterprise Business Data Services Integration
CAL

Document
Management
List
management
Workspaces
 SharePoin
t Platform
Services

Extensions for WSS 3.0 Deep dive

 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Portal
Delivering information and applications under the context
of the user
Intranet / Extranet / Internet

Authentication - identification
Authorisation - access controls / role based
Personalisation - user profile system
Audiences - content targeting
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Enterprise
Content
Manageme
Information workers need tools nt
to manage the entire lifecycle of
content from the time it is
created to when it is published
and finally disposed or stored
for long term archival

Integrated solution to manage the complete content lifecycle

Review/ Manage Publish Dispose

Author Archive
Approve

Enable authoring/information capture with review/approval capabilities

Centrally managed repositories with retention/auditing policies, metadata and
security
Integrated intranet, extranet and internet publishing capabilities

Content Type = Metadata + Behavior

 Enterprise
Content
Manageme
Global definition of types of content nt
e.g. Financial Report
Metadata
Templates created automatically – can be extended
using InfoPath
Behaviour (policies) .... extensible
including ’out of the box’:
Workflow
Rights Management
Retention
Auditing
Bar codes / labelling
Document templates
Definitions can be hierarchical
 Enterprise
Content
Manageme
Storage and retrieval of electronic data files nt
Reuse and protect knowledge assets
Facilitate structured document authoring and collaboration
Integrated content and business processes

•Check in / Checkout
•Versioning (major/minor)
•Metadata
•Content approval
•Workflow
•Role based security
•Auditing
 Enterprise
Content
Manageme
SharePoint Document nt

Libraries
providing DM functionality

Tight Desktop Integration

 Enterprise
Content
Manageme
Authoring and publishing system to empower non-technicalnt
content authors to manage a web site
Give business users the power to author and publish web content

in a timely manner
Utilize brand assets more effectively
Lower the cost of managing multiple site and
multilingual delivery

Web Content Repository

•Separation of content
and presentation
•Authoring: Content
(HTML Editor / Office)
•Built in Templates HTML
review/approval Web Pages
workflow
•Site variations
•Personalised content Site Developers
Template designers Content
•Deployment system Graphics Designers Authors
 Enterprise
Content
Manageme
Master Page nt

Publishing feature must be

‘Activated’
ASP.NET 2.0 Master Pages
Field Controls
are used to control look
and feel of the website
Page Layout defines the
remainder of the page
Provides consistency for
similar types of pages
Field Controls render the
content items
• Three lives : View Mode, Edit
Page Layout mode & Design Time

FileName PageLayout Title Body Image

Welcome.aspx PageLayout.aspx Welcome To News Lorem ipsum dolor sit ... /Images/Chair.jpg

‘Pages’ Doc Lib

2.0

CMS Page Rendering

Enterprise
Content
Manageme
nt
 Enterprise
Content
Manageme
Information created, received, and maintained as evidencent
in pursuance of legal obligations or in the transaction of
business
Reduce risk of non-compliance and legal liability
Retain vital records for business continuity
Reduce costs of retrieving information for legal discovery

•Configure repository
as Records
per file plan Records Repository Manager

•Capture and
categorise Contracts Financials Mortgage

business records
•Auditing, expiration Asia Pacific
and Region

retention policies
(defined by regulations or
business policies)
•Hold capabilities in
case
 Enterprise
Content
Manageme
Moves records to the correct nt

part of the file plan

Default ‘Router’ uses Content Types
Can be replaced with a custom router

Web Services

SharePoint
Documents RM

Exchange

Mail
 Enterprise
Content
Manageme
nt

Exchange Server ‘Hub Transport’

Role
New role for Exchange Server 2007
All traffic – internal, incoming and outgoing
–
goes through the Hub Transport.

Managed Folders
Special folders setup by Exchange
Administrators
Exposed to Selected Users – available via
Outlook
E-mail handling policies for Records SharePoint
Management and Classifications

Exchange
RM
Mail
 Enterprise
Content
Manageme
nt
MOSS can’t: But it can:
Define for you your • Provide the features to
fileplan and taxonomy realise them
Define for you your • Provide the features to
business process facilitate them
Define for you your
retention and disposal • Provide the features to
policies enforce them
Manage the inevitable
cultural change • Encourage user adoption
Revolutionise you from a
basic to sophisticated • Provide you a platform
level overnight for strategic evolution
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Enterprise
Search
Information workers need tools to quickly locate relevant
information from diverse data sources.
Organisations need to protect sensitive information.

Desktop Search
Find
Windows
Desktop Search Use
Free download Built-in

Share
Enterprise Search

 Find information across the

People desktop, intranet and
Internet

 Use information
Internet Search via intuitive,
familiar interfaces

 Share information among

teams and connect people
in real-time
Integral part of Portal and Content
Management
Big Investments:
Relevance ranking
End user search experience
Across repositories
Manageability and deployment flexibility
Revamped platform and infrastructure
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Collaboratio
n
Information workers need tools to enable them to work
collectively irrespective of any geographical barriers.

Unified Communications
Communications that once were
separate become unified
E-mail, instant messaging, and Web
conferencing are available to people in
the context of the work they are doing

Empowering Global Teams with Collaborative Workspaces

DocumentsCalendar Members
Teams can easily collaborate by using …

workspaces that match when, how, and Team

where they are working Discussions Surveys

Tasks Contacts

Connecting People, Process, and Information

Knowledge Network
for SharePoint Server 2007
People can quickly find, connect, and
interact with the right people, business
processes, and enterprise information
and data that they need to get their job
done
 Collaboratio
n

Relay Server

Partner

 Scalable solution simplifies sharing

information throughout and across
organizations
Disconnected
Employee

Sync
Employee

 Rich client designed from the ground up

for working online, offline, and across
network boundaries
 Teams and data stay in sync
automatically and effortlessly
 SharePoint integration connects informal
projects with structured workflows and
applications
Collaboratio
n
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Social
Networking

“People are key”

MySites
People Search
Colleague Tracking
Blogs
Community Kit
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Forms &
Business
Processes

Organisations need tools to define a collection

of related structural activities that produce
something of value and/or ensure compliance
Information workers need tools to enable them to
easily undertake these activities providing
appropriate inputs and handling the outputs.

Forms

Orchestration / workflow
 Forms &
Business
Provide human interaction with the inputs / outputs of aProcesses
business process
A ‘business users’ interface into creating an XML document
that conforms to an schema

Electronic Forms
Scalable, security-
enhanced, standards-
based data-gathering
solution

Browser Compatibility
 Internet Explorer
 Firefox
 Netscape
 Safari
 HTML enabled mobile
devices

 OS Compatibility
 Forms &
Business
The flow of the Processes

business
process

Workflow – e.g. Approval, Request Feedback, Translation

Workflows in flight are persisted in SharePoint
Human workflow interaction via Office Client or SharePoint. Windows Workflow is
Window Workflow Out of the box standard patterns re shipped with MOSS 2007great for workflow
Foundation Custom workflows developers using SharePoint Designer 2007 within an application
Complex workflow developers using Visual Studio whereas BizTalk is
great for workflow
across applications
and this is precisely
Business Process Orchestration and Integration why BizTalk shines in
Process Orchestration
Enterprise Application
Adapters
Integration scenarios
Message translation
Well proven – high scalable
Biztalk Adapter for SharePoint Libraries
Extensive admin and analytics tools
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Integration
Integration using web parts and
workflow
Common patterns:
HTML view / web grabber (screen scrape)
Access via API / web services
Direct access to database
Integration brokers e.g. Biztalk
Data View web part
Single-Sign On
Credential mapping
Web User Custom
Lists Search
Parts Profiles Apps

Business Data
Catalog Business Data Catalog Metada
ta

WS ADO.
Proxy NET

Web Databas
Service e
BizTalk Server, SAP, SQL Server, Oracle,
Siebel, Legacy, … OLEDB, ODBC
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Business
Intelligence
Information workers need tools to make well informed
business decisions and enable competitive advantage.

Business Insight
Dashboards, KPI web parts
Browser based access to spreadsheet
functionality
Connect to OLAP cubes / SQL 2005 Analysis
Services

Drive Business Performance

Performance management process
Microsoft through personalized Web-based
Office PerformancePoint scorecards
Advanced analytic and data visualization
Server 2007 capabilities
Planning, budgeting and forecasting
 Portal
Enterprise
Content
Project
Manageme
nt

Business
SharePoi Collaboratio
Intelligence
nt n

Platform
Services Social
Integration
Networking

Forms &
Enterprise
Business
Search
Processes
 Project
Organisations need tools to effectively manage and
coordinate work, resources and costs … ranging
from one-time projects to complex programs and
portfolios across the business.

Project Lite Project Tasks List ... Gantt Chart

Issue Tracking List
40 Windows SharePoint Services 3.0 Application Templates including:
Project Tracking Workspace http://microsoft.com/sharepointapps
(Project Issues. Project Risks, Project Deliverables)
Budgeting and Tracking Multiple Projects
(Project Lists, Project Tasks, Project Issues, Project Milestones)

Effectively manage and coordinate work from simple projects to complex programs
Manage projects and programs
Control resources and finances
Time and status reporting

Identify, select, manage, and deliver portfolios that align with their business strategy
Manage projects, programs and
applications
Align portfolios with business strategies
Advanced portfolio analytics and
optimization
 Portal
Enterprise
Content
Project
Manageme
nt

Business
Intelligence SharePoint Collaborati
on
Platform
Services
Integration
Social
Networking Extranet
Forms &
Business
Processes
Enterprise
Search Enterprise
Internet
Division

Team
Individual
 http://markharrison.co.uk/blog

© 2008 Microsoft Corporation. All rights reserved.

This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
 SharePoin
t Platform
Services

Architecture
Development
Deployment
 SharePoin
t Platform
Services
A collection of one or more servers,
each performing one or more functions:
Web Server
Web front end
No service or data, just serves out HTML
Scale out - Network Load Balanced
Application Server
Hosts ‘services’
Scale out depends on services
Index server is an exception
Database Server Web Application Database
Configuration Servers Servers Servers
Content

SharePoint Farm
 SharePoin
t Platform
Services
Web Front End
Shared Services Provider
Index Server
Query/Search
Excel Calculation Server
Forms Server
Database Server

Various topologies from entry-level

single machine to business critical Web Application Database
high availability scale-out architecture Servers Servers Servers
Internet / Extranet / Intranet

SharePoint Farm
 Web Application Database
Servers Servers Servers

SharePoint Farm

Web Web Web

Application Application Application

Config
Shared Database
Service Provider
1
Content
Shared Databases
Service Provider
2
 SharePoin
t Platform
Services

Site Templates define Lists, Document Libraries, Web

Parts, Content Types, Metadata, Workflow, etc
Site is an instance of a Site Template definition
Site Collection is a group of Sites with common
administration
Sites / subsites are arranged in a hierarchy –
typically used for navigation & security
Compliant with
ASP.Net 2.0 Navigation
Provider Model

Over 40 application templates and

role based portals templates at
http://microsoft.com/sharepointapps
 SharePoin
t Platform
Services

Authentication – identification
Windows authentication
ASP.NET Membership
ASP.NET ships with SQL Server provider
MOSS ships with LDAP provider
Extensible via custom development
Authorisation - access controls / role based

Personalisation - user profile system

Audiences - content targeting
 SharePoin
t Platform
Services

Site Customisation
Editing assets with the site’s content database

Code Development
Repeatable – reuse across multiple sites
Features - Develop / Deploy / Activate
Package features as .WSP solution packages
 SharePoin
t Platform
Services

Content Code

Traditional content Web parts

Documents Workflows
Lists Event handlers
Forms data
Feature receivers
Web Content
Digital assets
Document converters

Artifacts
CSS Stylesheets
Master Pages
Page Layouts
 SharePoin
t Platform
Services

Very similar to traditional

development
Use Visual Studio 2005 with VSeWSS
Process
1. Develop on an individual environment
(normally Virtual PC 2007)
2. Check-in to Team Foundation Server
3. Package into features/solutions
4. Periodic deployment to shared
SharePoint Server integration
environment
5. Deployment to production
 SharePoin
t Platform
Services

Use SharePoint Designer 2007

Master pages, page layouts
Write No-code workflows
Modify CSS files
Edit .aspx pages
Add script to pages
Customise look & feel of Web Parts
Write XSLT to customise data rendering

Artifacts are not compiled into assemblies

Treated as content, not code
Built-in source control via SharePoint
document libraries
Check-in/out; Versioning
 Development
staging
server

Web Application Database

Servers Servers Servers

SharePoint Farm
 SharePoin
t Platform
Services
Packaged sets of customizations
Once installed, administrators can activate
or deactivated
Can be scoped:
Farm
Web Application
Site Collection
Web

Supports dependencies
 SharePoin
t Platform
Services

To get your features and associated files

deployed …
You could:
Manually copy files onto the file system
Add web.config entries for assemblies
Do IIS reset
Repeat, on EVERY web front end! 

Alternatively – use SharePoint Solutions

 SharePoin
t Platform
Services
SharePoint Solution Packages simplifies the
distribution of solutions
Web Parts
Site Definitions
Features SharePoint Solution
Custom Workflows Package Cab
.WSP
Application and Site
Pages Feature Manifests
… Template Files

Single file .WSP (.CAB file) Assemblies

Solutions can be:

added to the Solution Store of the
server farm install WSS
deployed to site collections delete Config
DB
upgraded with new versions
retracted from site collections
deploy
removed from the Solution Store retrac
Web
t
Application Database
Servers Servers Servers

Could re deployed using MSI installer

Solution Installer on Codeplex SharePoint Farm
 SharePoin
t Platform
Services
Page components for extending the UI
Can be inter-connected
Can be positioned / dragged & dropped into
Web Part Zones
Serializes/stores/retrieves personalization
data
History:
Windows SharePoint Services 2.0 (SPS 2003)
Designed with its own Web Part infrastructure
ASP.NET 2.0
Designed with newer universal Web Part infrastructure
ASP.NET 2.0 does not support WSS v2 Web Parts
Windows SharePoint Services 3.0 (MOSS 2007)
Supports WSS V2 style Web Parts
Supports ASP.NET 2.0 style Web Parts (preferred)
 SharePoin
t Platform
Services
Create a new class library DLL project
Create a class that inherits from ASP.NET Web Part class
Override methods as required (e.g. RenderContents)
Deploy Web Part DLL
Compile DLL into \bin directory or GAC
Configure DLL in web.config file SafeControl list
Web Parts loaded from \bin subject to security restrictions
controlled by Code Access Security settings

Import Web Part into a WSS site collection

Add Web Part class to Web Part Gallery
Add Web Part to zone on a Web Part Page

Use the Visual Studio Extensions for

SharePoint
or STSDEV (on codeplex)
 SharePoin
t Platform
Services

Silverlight Blueprint for SharePoint

http://www.ssblueprints.net/sharepoint
 SharePoin
t Platform
Services
Custom Site Pages
For a specific site collection
Custom Application Pages
Across all site collections
Located in the _layouts directory
Best practise to create a subfolder within this
directory

Deploy as “SharePoint Solutions”

 SharePoin
t Platform
Services
WSS 3.0 MOSS 2007
Microsoft.SharePoint.dll Microsoft.Office.Server.dll
Microsoft.Office.Server.Publishing.dll
Microsoft.Office.Server.Policy.dll
Microsoft.Office.Server.Search.dll
Microsoft.SharePoint.Portal.dll
Microsoft.Office.Workflow.Tasks.dll
Microsoft.SharePoint.Publishing.dll
Microsoft.SharePoint.Workflow.Actions
.dll
• .NET Managed APIs
• Web Services

• CAML = Collaborative Application Markup

Language
•Definition of the Sites, Lists and Views
•Querying of SharePoint content

• Get the Software Development Kits

•WSSv3 SDK
 SharePoin
t Platform
Master Page Services

Publishing feature must be

‘Activated’
ASP.NET 2.0 Master Pages
Field Controls
are used to control look
and feel of the website
Page Layout defines the
remainder of the page
Provides consistency for
similar types of pages
Field Controls render the
content items
• Three lives : View Mode, Edit
Page Layout mode & Design Time

FileName PageLayout Title Body Image

Welcome.aspx PageLayout.aspx Welcome To News Lorem ipsum dolor sit ... /Images/Chair.jpg

‘Pages’ Doc Lib

2.0

CMS Page Rendering

 SharePoin
t Platform
Services

Standard ASP.NET
.master
.aspx
Master Page ‘placeholder’ controls define
where the Page Layout content is position
Delegate control – invokes a control defined
by a feature
Can update master page by feature update
 SharePoin
t Platform
Services

Standard ASP.NET
Placeholders define where the Page Layout
content is position
Delegate control – invokes a control defined
by a feature
Can update master page by feature update
 SharePoin
t Platform
Services
Use SharePoint Designer to define master pages
and page layouts
Treated as content - not code
SharePoint checkout/in ; approval proceses
Stored in the ‘masterpage catalog’ document library
Page Layout is bound to a Content Type
Designer UI allows Field Controls for the Content Type to
be dragged into the page
 SharePoin
t Platform
Services
Field Controls render the content items
Three lives : View Mode, Edit mode & Design
Time
Standard Controls include:
Rich Text Editor, Image Controls, Dates, etc
Can create you own custom Field Controls
Media Control example in the SDK