Building Enterprise Applications
and Products on SharePointDanny Ryan, [email protected]
Tommy Ryan, [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
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.‖
Agenda
• Introduction to Seminar
• Sprint 1
• Break
• Sprint 2
• Summary and Call To Action
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
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• 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
Sprint 1 –Build on SharePoint
• Demo
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• 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
Sprint 1 –Build on SharePoint
• Demo
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• 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
CreateLead Qualified?
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
CreateLead Qualified?
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
Sprint 1 –Build on SharePoint
• Demo
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• 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
Sprint 1 –Build on SharePoint
• Demo
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• 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
Client Profile Scenario Technologies
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
• Business Applications and
Workflow
• Platform Services
• MS Office Integration
• Business Intelligence
• Client Examples
Agenda
• Introduction to Seminar
• Sprint 1
• Break
• Sprint 2
• Summary and Call To Action
Agenda
• Introduction to Seminar
• Sprint 1
• Break
• Sprint 2
• Summary and Call To Action
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
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
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• 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.
Sprint 2 –Integrate with SharePoint• Demo
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• 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
Sprint 2 –Integrate with SharePoint• Demo
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• 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
Sprint 2 –Integrate with SharePoint• Demo
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• 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
Sprint 2 –Integrate with SharePoint• Demo
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• 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
Client Profile Scenario Technologies
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
• SharePoint Security
• Communities and Collaboration
• Enterprise Content Management
• Enterprise Search
• Client Examples
Agenda
• Introduction to Seminar
• Sprint 1
• Break
• Sprint 2
• Summary and Call To Action
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
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/
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
Giveaway Drawing
And the winner is…