Microsoft Office SharePoint Server

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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

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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

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SharePoint as a Platform
Single Infrastructure for Intranet, Internet, and
Extranet Portals

• Single infrastructure
• Multiple scenarios

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Intranet Portals
Extranet Portals
Public Internet Sites
Business Process
Business Intelligence
Composite Applications
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Core Platform
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Core Platform

• Web site platform
• Libraries and Lists
• Web parts
• Security
• Configurable
• Customizable

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General Improvements

• Navigation
• Breadcrumb
• Improved views
• Item level security
• Security trimmed UI
• Better menus
• Recycle Bin
• Offline
• RSS
• Much more!

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Demo
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Content Management
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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
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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
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Document Management on the Server

• SharePoint is the backend
• Metadata
• Workflow
• Security

Content Management
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Document Management using the Client

• Office provides document information panel
• Metadata
• InfoPath form
• Improves visibility
• Can be branded
• Document publishing

Content Management
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Slide Management using PowerPoint

• SharePoint
• Publish slides
• Build slide deck automatically
• Metadata

Content Management
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Records Management

• Customized retention policies
• Holds
• Audits

Content Management
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Creating Records Management Policies

• Audits
• Workflows
• Expiration dates

Content Management
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Web Content Management

• End user driven
• Rich text editor
• Publication date
• Approval workflow

Content Management
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Web Content Management

• End user driven
• Rich text editor
• Publication date
• Approval workflow

Content Management
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Web Content Management Scenarios

• Public facing website
• Intranet home page
• Corporate communications
• Extranet collaboration

Content Management
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Business Intelligence
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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
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Office 2007 Business Intelligence Investments

• Excel client
• Excel Services
• Dashboards
• Key Performance Indicators (KPIs)
• Filter Web Parts
• Report Center/Report Library
• Business Data Catalog (BDC)

Business Intelligence
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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
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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
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Demo
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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
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Example Create spreadsheet in Excel 2007
Business Intelligence
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Example Publish to Excel Services
Business Intelligence
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Example Connect Excel Web Access Web Part
Only shows published sheet
Business Intelligence
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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
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Business Data Catalog
Business Intelligence
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The Report Center

• Report site template
• Houses reports
• Includes
• Excel Services
• KPI lists
• Report calendar
• Data connection library

Business Intelligence
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Key Performance Indicator (KPI) List

• List template
• Graphically displays KPIs
• Use to track metrics
• Data from multiple sources
• SharePoint Lists
• Excel Services
• SQL Analysis Services 2005
• Manually entered

Business Intelligence
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KPI Web Part

• Displays KPIs in SharePoint

List ?
Detail ?
Business Intelligence
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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
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Bringing it all together in SharePoint
Filters
Excel Services
KPIs
Business Intelligence
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Business Intelligence Scenarios

• Operational dashboard
• Departmental dashboard
• Balanced scorecard
• Individual performance KPI list

Business Intelligence
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Business Processes
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What is Business Process Management?

• Automation of processes via workflow and digital
  forms

Business Processes
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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
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InfoPath 2007 Improvements

• Web capabilities
• Mobile capabilities
• Integration with Outlook
• Word and Excel conversion
• Template Parts
• Connection to workflow

Business Processes
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Forms Server

• Web based
• Mobile
• Workflow
• Design once
• Some features
• Dont work

Business Processes
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Workflow in the Office System

• SharePoint libraries / lists have Workflow
• Office 2007 clients connect to workflow

Business Processes
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Workflow in the Office System

• Office 2007 clients connect to workflow
• Users can take action in client tool

Business Processes
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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
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Using SharePoint Designer to Write Workflows
Business Processes
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Business Process Management Scenarios

• Expense report
• Vacation request
• New employee process
• Document approval
• Service request
• Status report
• Travel request

Business Processes
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Search
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Search

• Business Data Search
• Allows indexing of data in a relational database
• People Searching
• Dedicated search tab for people, Results are
  based on social distance from you.
• Improved Relevance
• Revamped ranking engine developed in
  collaboration with Microsoft Research and MSN
  Internet Search
• Search within client tools including email search
  in Outlook

Search
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Search

• Search
• Data
• People
• Documents
• Content
• Tabbed interface
• Did you mean

Search
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Search Scenarios

• Searching for documents in the organization
• Searching for customers in a database
• Searching the internet ? competitors sites ?
  Alerts

Search
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Collaboration
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What is Collaboration?

• Teaming amongst people often across various
  boundaries, geographic, departmental,
  organizational.

Collaboration
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Collaboration

• Document Collaboration
• Meeting collaboration
• Wiki and Blogs
• Team Collaboration
• Project Management Lite
• Email enabled sites

Collaboration
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SharePoint Collaboration using Wikis / Blogs

• End users provide content

Collaboration
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SharePoint Discussion Boards

• Email Enabled
• RSS View
• Outlook Integration

Collaboration
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Project Management Lite

• Built into SharePoint
• Gantt charting

Collaboration
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Collaboration Scenarios

• Project collaboration
• Meeting collaboration
• Cross Functional Teams (CFT)
• Document collaboration
• Budgets
• Proposals
• Contracts

Collaboration
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Portal
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SharePoint Portal

• Portal Site Templates
• Intranets, Internet sites and more
• Site Manager
• Drag and drop tool for managing SharePoint
  navigation, look and feel and security
• Social Networking / My Sites
• Web parts that connecting individuals via shared
  SharePoint sites, distribution lists and others
• SharePoint Sites and Document Rollup Web Part
• Lists all sites you are a member of and documents
  you have published.

Portal
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SharePoint Templates

• Wiki
• Blog
• Intranet
• Records Management
• Report Center
• Custom
• More

Portal
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Fantastic 40 SharePoint Templates

• 40 WSS 3.0 Templates in the following categories
• Business Management/Finance
• Project Tracking/Product Management
• Human Resources
• Operations/IT
• Sales/Marketing
• Specialized/Verticals

Portal
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My Sites

• Public
• Private
• Social Networking
• Org info
• Roll ups

Portal
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Portal Scenarios

• Intranet
• Extranet
• Customer
• Vendor
• Partner
• Individual

Portal
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Case Study Jeffrey Slocum and Associates

• Investment Advisor Firm
• More than 74 Billion in investments under
  advisement
• Dedicated specialist teams

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Project Request Process / Form

• Developed using .NET using workflow SDK
• Workflow dynamically creates site
• InfoPath form connects to data
• Site is created based on document template
  selection
• Tasks are assigned based on the Sub Type
  selection

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Manager Notes

• Track notes based on managers
• Offline capabilities
• Uses Outlook
• Info is persisted to database
• Notification

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Jeffrey Slocum and Associates
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Q A
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Thank you

• For more information about Inetium
• Call [phone]
• E-mail marketing_at_inetium.com
• Visit www.inetium.com