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Integrating Microsoft Content Management Server with Microsoft SharePoint TechnologiesArpan Shah & Mike FitzmauriceTechnical Product Managers

Microsoft Corporation

Agenda

Microsoft’s portal strategy

Integration goals

Technical preview

Long term strategy

What Is A Portal?

Unified place that connects people to contextually relevant information, services and applications

Delivered by a framework, not a single product

Collection of services and applicationsDistinct needs

Shared services

Portal Scenarios

E-Commerce SitesE-Commerce Sites

Publishing SitesPublishing Sites

Extranet \ Partner SitesExtranet \ Partner Sites

Information Worker Information Worker Aggregation SitesAggregation Sites

Farms of Division, Farms of Division, Team & Personal SitesTeam & Personal Sites

Standalone SitesStandalone Sites

InternetInternet

IntranetIntranet

Mostly Custom Mostly Custom DevelopedDeveloped

Mostly Out-of-BoxMostly Out-of-BoxSh

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Portal Scenarios

Internet CommerceTransactional site for direct selling to customers or partners

Internet PresenceCorporate site delivering information to customers

Information AggregationEmployee or partner facing site aggregating information and applications

Collaboration Employee or partner facing site facilitating collaboration around information

Personal and TeamEmployee facing site for sharing information with coworkers

Microsoft .NET Framework

Connecting people, applications and information in seamless and secure ways

.NET framework and server control model

Aggregates services and applications

Broad platform value

Portal capabilities converge in the .NET framework

Microsoft Portal Elements

Portal Products and Technologies BizTalk Server

Commerce Server

Content Management Server

Office SharePoint Portal Server

Windows SharePoint Services

Built using the .NET Framework on the Windows Platform

Ongoing integration delivers “better together” value

Content ManagementContent Publishing and Management

Publishing from Web browser and Microsoft Office Content versioning, scheduling, and reuseMulti-audience and device content

Tools to empower developers to rapidly create content-rich, highly-dynamic Web applications

Managed Publishing API for ContentWeb Services extensibilityVisual Studio.NET IDESource Code ControlPrescriptive guidance and solution sites

Site Development Process

Site Managers

Web Developers

Site StructureTemplatesSite DesignIntegrationWorkflow Rules Security

Internet Sites

Intranet Sites

Extranet Sites

Business Managers

Business Users / Content Creators

Content CreationPublishingSchedulingArchivingVersioning Workflow

CMS 2002 .NET Architecture

Content Repository•User Roles•Meta-Data•Media files

•Template Objects•Placeholder Objects•Content Objects

Managed Publishing API

•User Management•Template Management•Channel Management

•Page Management•Page Assembly•Site Deployment

•Workflow•Meta-Tagging•Scheduling

PlaceholderServer Control

ASPX Template

SQL Server 2000

CMS ISAPI Filter & Security Service

XML PackagesXML PackagesTo other CMSTo other CMS

ServersServers

Commerce ServerCommerce ServerVS.NETVS.NET

File System

•Versioning•Cache Manager

VS.NET VS.NET ClientClient

Content Content ConnectorConnector

VS.NET VS.NET ClientClient

Authoring Authoring ConnectorConnector

Custom Custom Web ServiceWeb Service

Site Site DeploymentDeployment

Microsoft Microsoft WordWord

WebWebBrowserBrowser

Site Site ManagerManager

HTTPHTTP

SharePoint Products and TechnologiesSmart Connected Workspaces

Consistent rich experience – users, developers, and IT

Smart connections – people, teams, topics, divisions, etc.

Flexible deployment – bottoms-up, centralized, hybrid on large scale farms

IndividualIndividual

EnterpriseEnterprise

DivisionDivision

TeamTeam

SharePoint Products and Technologies

Enterprise Portal Enterprise Portal SolutionSolution built on top built on top of Windows of Windows SharePoint ServicesSharePoint Services

Hub and AggregatorHub and Aggregator for SharePoint for SharePoint personal, team and personal, team and portal sitesportal sites

SharePoint Portal ServerSharePoint Portal Server News and LinksNews and Links Site Directory and Site Directory and

ConnectionsConnections Personal SitesPersonal Sites Audience TargetingAudience Targeting Index, Search and AlertsIndex, Search and Alerts Single Sign-OnSingle Sign-On BizTalk IntegrationBizTalk Integration

Team Collaboration Team Collaboration SolutionSolution well beyond well beyond file serversfile servers

Scalable Scalable Workspace Workspace PlatformPlatform

SharePoint ServicesSharePoint Services Document Storage Document Storage

and Collaborationand Collaboration Flexible ListsFlexible Lists Web Part PagesWeb Part Pages Page PersonalizationPage Personalization Site Life Cycle Site Life Cycle

ManagementManagement Scale-Up/Out Scale-Up/Out

FoundationFoundation

MCMS/SharePoint Integration Roadmap

CIP 1.0

CIP 2.0

Next Integration:Content management, publishing, and collaboration

Integration Scenarios

Publishing Content Management Server content within SharePoint Portal Server portals

Publishing SharePoint document library content to Content Management Server Internet portals

Using SharePoint Portal Server Search with Content Management Server

Publishing CMS Content To SPS: Overview

Rich Web content in SharePoint Portal Server

Editing Web content with Content

Management Server Web Author

Arpan ShahTechnical Product ManagerE-Business Servers

Publishing CMS Publishing CMS Content To SharePoint Content To SharePoint Portal ServerPortal Server

demodemo

SharePoint Portal Server SharePoint Portal Server Content Management ServerContent Management Server

Viewing requests Authoring requests

Architecture: Non-Load Balanced

Architecture: Load Balanced

SharePoint Portal SharePoint Portal Server ClusterServer Cluster

SharePoint Portal Server SharePoint Portal Server Content Management Content Management

Server ClusterServer Cluster

SharePoint Portal Server SharePoint Portal Server Search and Indexing Search and Indexing

Cluster Cluster

NLBNLB

NLBNLB

NLBNLB

Viewing requests Authoring requestsSearch requests

Publishing CMS Content To SPS: Implementation

1. Install SharePoint Portal Server 2. Install Content Management Server3. Install integration code.4. Add CMS Web part to Web part page5. Configure Web part

1. Specify CMS server 2. Specify CMS channel3. Specify any view options4. Save configuration

6. Ensure any users with access to Web part have access rights to CMS channel

Content authoring and viewing serversContent authoring and viewing servers

Authentication And Authorization

Windows integrated authentication which enables automatic logon to portal and content

Users must be set up in both systems

WSS/CMS Scenario Overview

A CMS site author wants to include document content from a SharePoint site document library

Tier 1: Tier 1: Workgroup CollaborationWorkgroup Collaboration

Tier 2: Tier 2: Approval and PublishingApproval and Publishing

Windows SharePoint ServicesWindows SharePoint Services

IntranetIntranet

Content Content Management Management ServerServer

WebWeb

Before

Document stored in Document stored in SharePoint site’s SharePoint site’s document library, document library, complete with complete with metadatametadata

After

Document Document rendered as rendered as attachmentattachment

Properties Properties rendered rendered according to according to templatetemplate

Text rendered from other placeholders on the page

Arpan Shah

Technical Product Planner E-Business Servers

Publishing SharePoint Publishing SharePoint Document Library Document Library Content To Content Content To Content Management ServerManagement Server

demodemo

WSS/CMS ComponentsWSS Placeholder Server Control

Retrieves SharePoint library content and metadata and stores it (copy or link) in CMS SharePoint-specific XML-based placeholder

Documents (e.g., Word, PDF)

Images (e.g., .jpg, .gif)

XML files (e.g., InfoPath forms)

Provides UI for locating and accessing SharePoint content

Renders document and properties at runtime based on style sheet

Attachments

Inline display (for images)

HTML (for WML and InfoPath-produced XML files)

Layout rendering scripts

WSS/CMS Components

WSS Placeholder ObjectAllows developer direct access to data stored in CMS placeholder

Enables template customization without needing to touch the placeholder server control

Synchronization Reports

Batch Updates

Architecture: WSS And CMS

Firewall

SharePoint Portal Server and Windows SharePoint Services

MCMS Content Authoring

and Staging Environment

(includes placeholder server control& placeholder object)

MCMS Production Environment

WSS/CMS Use Case

Preconditions: Document Library in a SharePoint site.

Author has rights to read documents

CMS template that includes a SharePoint document library placeholder server control and placeholder object

Layout scripts that render SharePoint site-stored document and properties

WSS/CMS Use Case1. Logon to CMS and invoke web author in edit mode

2. Select template, fill in Web page content

3. Use SharePoint site placeholder control to navigate to site

4. Choose item from SharePoint document or image library

5. Observe document properties and confirm selection

6. Select rendering layout for WSS content & save CMS page

7. CMS web page uses layout script to render the SharePoint site document

8. CMS remembers the mapping between this CMS page and the corresponding document in the SharePoint site

9. Author submits the page to be approved and logs off

Search Overview

Including CMS content in enterprise wide searches

Indexing CMS content from SPS

Accessing SPS search Web service from CMS applications

Mike Fitzmaurice Technical Product Manager

Information Worker Servers

Configuring And Configuring And Executing SearchExecuting Search

demodemo

SearchSPS crawls Web content, indexes metatags, and creates full text index

Uses standard http: protocol handler

Special handling for ASP.NET pages

Set CMS site as a HTTP content sourceSite path rules for property mapping

URL translation for form-secured content

SPS as search engine on CMS siteCMS server control calls SPS Web service

CMS Authentication is used to display results

Configuring Search

CMS: Create the custom properties for meta taggingCMS: Include meta tags for generation script templatesCMS: Assign custom property values to Content Management Server postingsCMS: Configure user access to enable SPS search service to crawl siteSPS: Create content source and site path ruleSPS: Configure document profile properties to enable search service to recognize the custom properties SPS: Index the CMS site

What’s Next?

CIP 2.0 available today

Beta program, Fall 2003

Shipping end of 2003

Long-term vision of shared services

Community ResourcesCommunity Resources

Newsgroupshttp://www.microsoft.com/CMServer/community

http://www.microsoft.com/SharePoint/community/

SamplesGot Dot Net :http://www.gotdotnet.com

MSDN sites

Community Resources

Community Resourceshttp://www.microsoft.com/communities/default.mspx

Most Valuable Professional (MVP)http://www.mvp.support.microsoft.com/

NewsgroupsConverse online with Microsoft Newsgroups, including Worldwidehttp://www.microsoft.com/communities/newsgroups/default.mspx

User GroupsMeet and learn with your peershttp://www.microsoft.com/communities/usergroups/default.mspx

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© 2003 Microsoft Corporation. All rights reserved.© 2003 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.