Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services...

62
Extranets in SharePoint 2010 and 2013 Webinar Presented by Peter Carson President, Envision IT October 23, 2012

Transcript of Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services...

Page 1: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranets in SharePoint 2010 and 2013 Webinar

Presented by Peter Carson President, Envision IT

October 23, 2012

Page 3: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Peter Carson

• President, Envision IT • SharePoint MVP • Virtual Technical Specialist,

Microsoft Canada • [email protected] • http://blog.petercarson.ca • www.envisionit.com • Twitter @carsonpeter • VP Toronto SharePoint User

Group • Iron SharePoint Chairman

Page 4: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Agenda

• Envision IT Overview

• Microsoft SharePoint

• Extranet Scenarios

• Supporting Products

• Case Studies

• Wrap-Up and Q&A

Page 5: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 6: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Focused on complex SharePoint solutions, Envision IT is the “go-to” partner for Microsoft SharePoint, building integrated public web sites, Intranets, Extranets, and web applications that leverage your existing systems anywhere over the Internet.

Envision IT Services Overview

Page 7: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Public Web Sites

We create interactive, content-rich customer-facing web sites that are able to grow and transform with changing needs

Page 8: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Collaboration Portals

Our Collaboration Portals provide a secure space for teams to share knowledge and resources

Page 9: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranets

Envision IT has a wealth of experience building Corporate Extranets that allow you to securely connect with customers and partners

Page 10: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Intranets

Our Intranet Sites connect people to information, expertise and key business applications, and SharePoint provides a broad set of Enterprise Content Management features

Page 11: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Products

Page 12: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Easy delegation of user management to business

• Self-registration, approvals, forgotten password reset

• Single URL and sign-on for AD

Page 13: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Stream video smoothly from a variety of sources

• Simplifies embedding videos in SharePoint web content

Page 14: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Web part to support rotating banners

• Supported on iPad and mobile devices

• Easy for content authors to update

Page 15: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Rich display of photographs on a web page

• Easy for content authors to update

Page 16: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Eliminate ugly page not found errors

• Make sure external links still work on your new site

Page 17: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Microsoft SharePoint

Page 18: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Poll 1

Which Version of SharePoint are you currently using?

• SharePoint Server 2010 68%

• SharePoint Foundation 2010 8%

• Microsoft Office SharePoint Server 2007 22%

• Windows SharePoint Services 3 2%

Page 19: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranet technology solutions with SharePoint for Internet Sites

Core Technologies

Extranet Technologies

Enabling Technologies

Enterprise Content Management

Web Publishing

Out-of-the-box Workflows

Social Networking (for authenticated users)

Search

InfoPath Services

SharePoint Business Intelligence

(Excel Services and PerformancePoint)

Access Services

Visio Services

Rights for FAST Search for SharePoint

(for use outside the firewall)***

Blogs

Business Data Connectivity Service

Claims-Based Authentication

Discussions

Mobile Connectivity

Multilingual User Interface

Permissions Management

Ribbon and Dialog Framework

SharePoint Workspace

Streamlined Central Administration

Wikis

Workflow

Virus protection

Block inappropriate content

Multiple Antivirus engines – keyword filtering

Configurable alerts

Single point security controls for access policies

Access control based on user identity, role and device

Inactivity timeouts and re-authentication

Clean up cache\temp files at session termination

Page 20: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Enterprise Content Management

Web Publishing

Out-of-the-box Workflows

Social Networking (for authenticated

users)

Search

The ideal solution for small to medium-

sized businesses to reach their customers

on the internet with easy-to-use Web

Content Management and compliance for

single domains*.

Product Details

Features

SharePoint Standard CAL Features

Single Domain License for Internet or

Extranet Use

A license is required for every server

(WFE, SSA, Index) providing standard

capabilities

Step-up SKU to Enterprise is available to

customers with active SA**

Licensing

+ Enterprise CAL Features

Enterprise Content Management

Web Publishing

Out-of-the-box Workflows

Social Networking (for authenticated

users)

Search

InfoPath Services

SharePoint Business Intelligence (Excel

Services and PerformancePoint)

Access Services

Visio Services

Rights for FAST Search for SharePoint (for

use outside the firewall)***

The ideal solution for enterprise customers

with multiple domains, across many

geographies who want to provide high

availability to their site visitors combined with a

powerful search experience.

Product Details

Features

SharePoint Standard CAL Features

Multiple Domain License for Internet or

Extranet Use

A license is required for every server (WFE,

SSA, Index) providing enterprise

capabilities

Customers will require a completely new

license of FIS Enterprise if a customer only

purchased the license to FIS Standard

Licensing

Page 21: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranets Defined

Extranets are Websites that connect organizations to employees, partners, vendors, and customers—providing a secure, engaging

and personalized interaction with people, information, applications and business

processes.

Page 22: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranet Business Goals

• Reduce supply chain inefficiencies

• Interact with your loyal customer base

• Extend customer self service strategies

• Share business resources with partners

• Enable mobile capabilities

• Extend remote employee access

Page 23: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Extranet Scenarios

• Collaboration or Publishing Portal

• Internet Web Site Members Only Area

• Board of Directors’ Portal

• Complex

Page 24: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Collaboration or Publishing Portal

• Team sites for collaboration

• Publishing sites for private web content publishing

Page 25: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Internet Web Site Members Only Area

• Public web site with a private members area

• Forms-based authentication typically used to provide a rich login experience

• Self-registration with approvals typically provided

Page 26: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Board of Directors Portal

• Corporate or public sector board of directors portal

• Small set of users that are typically already part of the internal corporate domain

• SSL publishing of portal externally

Page 27: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Complex Collaboration

• SharePoint Enterprise Features

InfoPath Forms Services

SharePoint Business Intelligence (Excel Services and PerformancePoint)

PowerPivot

Access Services

Visio Services

Page 28: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Poll 2

How do you use SharePoint today?

• Internal collaboration 66%

• Internal web publishing 14%

• Extranets 16%

• Public facing website 4%

Page 29: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Identity Management, Authentication, and Authorization

Identity Management

• Process for managing the entire life cycle of digital identities, including the profiles of people, systems, and services

• For our purposes we are focused just on people

• Who creates and manages identities? The Extranet owner or the external users themselves?

• Are identities part of the Extranet or external to it?

Authentication and Authorization

• Authentication is the mechanism whereby systems may securely identify their users

• Authentication systems provide an answers to the questions: Who is the user?

Is the user really who he/she represents himself to be?

• Authorization is the mechanism by which a system determines what level of access a particular authenticated user should have Is user X authorized to access

resource R?

Page 30: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Identity Options

Site Owned

• Active Directory

Corporate

DMZ

• SQL

External

• Public Identities

Windows Live ID

Google

Yahoo

Facebook

LinkedIn

• Active Directory Federation Services

• Azure Directory Services

Page 31: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Internal Users

Managed AD Users

Managed SQL Users

Federated Users

Four Categories of Users

Page 32: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 33: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 34: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 35: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 36: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 37: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 38: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 39: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Active Directory

• Generally recommended that a separate AD forest is setup for the Extranet users

• May already exist in the DMZ to support the SharePoint farm

• Richer account policy control and audit capabilities

SQL

• No additional AD is required

• Standard Microsoft ASPNETDB database stores the credentials

• Encrypted passwords

Page 40: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Windows Authentication

• Supports Classic mode sites

• An advanced web gateway such as Microsoft Forefront TMG or UAG is recommended Friendly web form is still

presented

Can be customized

Single sign on can happen across multiple systems

Forms Based Authentication

• Users can be stored in either SQL or AD

• Friendly, customizable web form for login

• Login with email address, even for AD users

• Requires a Claims mode site

Page 41: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

FBA Claims Limitations

• Search Alerts

• SharePoint Server 2010 Explorer View

• Claims to Windows Token Service (C2WTS)

• InfoPath Forms Services

• Power Pivot

• Search crawling

Page 42: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 43: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 44: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Forefront Threat Management Gateway 2010

• URL filtering

• Network Inspection System

• Web Anti-Malware

• HTTPS Inspection

• No longer for sale after Dec 1, 2012

• No clear replacement strategy

Page 45: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Forefront Unified Access Gateway 2010

• Endpoint management

• Direct Access

• Multi-factor authentication

• Continued product development

Page 46: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Forefront Protection 2010 for SharePoint

• Scans documents being uploaded or downloaded through SharePoint

• Prevents out-of-policy content with keyword filtering

• No longer for sale after Dec 1, 2012

• No clear replacement strategy

Page 47: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

• Easy delegation of user management to business

• Self-registration, approvals, forgotten password reset

• Single URL and sign-on for AD

Page 48: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Main Components • Administration console

• Used by IT to configure EUM

• Used by the business to manage users and groups

• End User • Components that the Extranet users see

• Login, disclaimer, change password, forgotten password

• Registration • Allow users to self-register

• Support approval workflows

Page 49: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 50: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 51: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 52: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio
Page 53: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Case Studies

Page 54: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Collaboration or Publishing Portal

Page 55: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Internet Web Site Members Only Area

Page 56: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Board of Directors Portal

Page 57: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Pricing

• $8,000 per production SharePoint farm

• No limits on the number of web front ends

• 20% annual Software Assurance provides all product updates

• Dev and QA farm licenses provided as part of the production farm license

Page 58: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Poll 3

When would you like us to follow up?

• Immediately

• In a month

• In two months

Page 59: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Upcoming Sessions

What's New in Search in SharePoint 2013

• Oct 30, 2012 2-3

Digital Marketing Suite and SharePoint 2013

• Nov 06, 2012 2-3

SharePoint Conference

• Nov 12-15, 2012

• Booth 569

SharePoint Saturday Ottawa

• Dec 1, 2012

See all our upcoming and past events at www.envisionit.com/Events

Page 60: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Links

• www.envisionit.com

• blog.petercarson.ca

• www.envisionit.com/eum

• www.envisionit.com/extranet

• Boys and Girls Clubs of Canada Microsoft Case Study

• Forefront Unified Access Gateway 2010

• Video and presentation deck will be available by Friday

Page 62: Extranets in SharePoint 2010 - Extranet User Manager · 10/23/2012  · InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio

Questions?