SharePoint 2007

Overview and Solution Examples

Inetium

Agenda• Introductions• What is SharePoint?

– Portals – Business Intelligence– Content Management– Search– Collaboration– Business Process Automation

• Solutions on SharePoint• Q&A

• Microsoft Gold Certified Partner• Systems Integrator (SI)• Locations

– Headquarters in Minneapolis, MN– New location in Omaha, NE

• Started in 1998• ~100 Employees• Run several SharePoint User

Groups– Minnesota SharePoint User Group– Iowa SharePoint User Group– Nebraska SharePoint User Group

• Practice Areas– Information Worker– Networking / Infrastructure– Application Development– CRM– IT Strategy– Real Estate Vertical

Inetium

www.inetium.com

What is SharePoint?• Major component of Office

2007• Web platform• Clients talk to Servers

– Portals– Business Intelligence– Content Management– Search– Collaboration– Business Process Automation

Platform for Solutions

Intranet PortalsExtranet PortalsPublic Internet SitesBusiness Process Business Intelligence Composite Applications

Platform for Solutions

How is SharePoint Used?

SharePoint Eye Chart

• Core Services

• Collaboration

• DiscussionsCalendarsE-MailPresenceProject MgtOffline

• Operating System Services

• Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…)

• Database services • Workflow services• Search services

• Content Mgt

• AuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging

• Portal• MySites

TargetingPeople Finding

• Social NetworkingPrivacyProfiles

• Site Directory

• Search• Indexing

RelevanceMetadataAlertsCustomizable UX

• BPM• Rich\Web

FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ.

• BI• Excel

ServicesReport Center

• KPIsDashboardsSQL RS\AS Integ.

• Data Con. Library• Site

Model

• RenderingTemplatesNavigationVisual Blueprint

• Storage

• RepositoryMetadataVersioningBackup

• Security

• Rights\RolesPluggable Auth.Per ItemRights Trimming

• Management

• DelegationProvisioningMonitoringStaging

• Topology

• Config. Mgmt.Farm ServicesFeature PolicyExtranet

• APIs

• Fields\Forms OM and SOAPEventsDeployment

Survey: MNSPUG• Minnesota SharePoint Users Group (MNSPUG)

Intranet

Team

Collaborati

on

Projec

t Colla

boration

Extra

net

Dashboard

/ Rep

orting

Internet

0%10%20%30%40%50%60%70%80%90%

100%

Project Types

Planned Not Planned 12

34

5

0%10%20%30%40%50%60%70%

10%14%

22%25%

22%

1%3%

8%

31%

53%

0%1%

12%

31%

56%

0%3%

10%

26%

61%

3%11% 8%

29%

49%

1%4%

8%

31%

54%

SharePoint 2007

Business Intelligence Business Process ManagementCollaboration Content ManagementPortal Search

Level of Interest (1=low - 5=high)

Perc

ent o

f Res

pond

ents

What types of projects are you planning for SharePoint?

What features of SharePoint are of most interest to your organization?

Building Blocks of SharePoint• Sites

– Web site framework– Multiple templates

• Pages– Individual web pages– Added to sites– Multiple templates

Building Blocks of SharePoint (cont.)• Libraries

– Content repository for documents

– Library templates– Metadata– Item level security

• Lists– Content repository for list

items– Item level security

Building Blocks of SharePoint (cont.)• Web Parts

– Modular components that expose functionality / data

– Configurable– Many out of the box web

parts• Content editor• Page viewer• more

– Core component of extensible framework• Custom web parts

Core Platform Features• Navigation• Modular web parts• Item level security• Security trimmed UI• Recycle Bin• Offline• RSS• Much more

Content Management

Document Management• SharePoint is the backend

– Metadata– Security– Workflows

• Office 2007 Integration– Metadata visibility– Workflow visibility– Document publishing

Records Management• Managing records in SharePoint

– Customized retention policies– Holds– Audits– Workflows– Expiration dates

Web Content Management• Managing web site content in SharePoint

– End user driven– Rich text editor– Publication date– Approval workflow– Page layout templates– Control branding

Business Intelligence

SharePoint Business Intelligence• Excel Services

– Integration with data– Web based– Pivot tables / charts online

• Report Center– SQL Reporting Services Integration– Filtering– Dashboards– Key Performance Indicators (KPI’s)

• Business Data Catalog (BDC)– Integration to back end databases or web services

Business Processes

SharePoint Digital Forms• InfoPath 2007

– Client application for designing and filling out forms

– Data access– Workflow integration– XML based

• Forms Server– Web based forms in SharePoint– Mobile

SharePoint Workflow• Workflow templates

– Approval – Collect feedback– More

• SharePoint content– Doc. Libraries– Lists– Web content

• Different Design options– SharePoint Designer– Visual Studio .NET

Portal

SharePoint Portal• Portal site templates

– Multiple templates– Content / structure

• Site Manager– Manage taxonomy

• My Sites– Personalized portal– Organizational info– Private / public view

• Social networking– Find peers / experts

Collaboration

SharePoint Collaboration• Collaboration templates

– Documents – Teams– Meetings– Wiki’s– Blogs– Integration with Office

• Collaboration tools– Project Tasks (Gantt view)– Discussion boards– RSS feeds– Email enabled collaboration sites

Search

SharePoint Search• Content Search

– Documents– Lists– Web– Metadata

• People Searching– Search people– Find experts

• Business Data Search– Search data

• Search within Office

SharePoint Platform Deployments• Platform strategy

– Aligned to multiple IT strategies• Implement platform / Iterate

through projects– Intranet– Extranet– Collaboration– Internet– Business Intelligence– Etc.

Q&A