SharePoint Server 2007 Overview - TechMentor 2007 with Joel Oleson

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This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson

Transcript of SharePoint Server 2007 Overview - TechMentor 2007 with Joel Oleson

Overview Office Overview Office SharePoint Server 2007SharePoint Server 2007

Joel OlesonJoel Oleson

Technical Product ManagerTechnical Product Manager

Microsoft CorporationMicrosoft Corporation

AgendaAgenda

IT ChallengesIT ChallengesSharePoint VisionSharePoint VisionSharePoint Investment & Feature AreasSharePoint Investment & Feature Areas

CollaborationCollaborationEnterprise SearchEnterprise SearchEnterprise Content ManagementEnterprise Content ManagementPortalPortalBusiness ProcessesBusiness ProcessesBusiness IntelligenceBusiness Intelligence

Momentum and Partner OpportunityMomentum and Partner Opportunity

Today’s IT ChallengesToday’s IT Challenges

EmployeeSelf Service

Portal

Project “X”Site

BusinessIntelligenceDashboard

ExtranetCollaboration

Site

CustomSAP

Front-End

GenevaOfficeSite

KnowledgeManagement

Portal

B2BSupply ChainNews/Alerts

R&DCommunity

CustomerService

Site

RegulatoryComplianceRepository

CorporateWeb

Presence

Team “ABC”Site

SalesDivisionPortal

WeeklyIssue Tracking

Meeting

Business ImpactBusiness Impact

Islands of information and applicationsIslands of information and applications

Slow responsiveness to business and user Slow responsiveness to business and user needsneeds

Costly custom development and Costly custom development and maintenancemaintenance

Poor sharing inside and outside the Poor sharing inside and outside the organizationorganization

Difficult to find the right content, data, and Difficult to find the right content, data, and peoplepeople

Increasing information management riskIncreasing information management risk

Customer pains on information Customer pains on information management are twofoldmanagement are twofold

BillG on BillG on SearchSearch andand Information Management at Information Management at

2006 CEO Summit2006 CEO Summit

““The problem, really, is twofold. The problem, really, is twofold. The first is The first is information overloadinformation overload.. Faced with the Faced with the endless deluge of data... how can we hope to keep endless deluge of data... how can we hope to keep

up? … how can we stay focused on the tasks that are up? … how can we stay focused on the tasks that are most important..?most important..?

The other problem is… The other problem is… information underloadinformation underload.. We’re flooded with information, but that doesn’t We’re flooded with information, but that doesn’t

mean we have tools that let us use the information mean we have tools that let us use the information effectively.”effectively.”

The Productivity GapThe Productivity Gap

INFO

RMATI

ON

INFO

RMATI

ONPROCESS

PROCESS

ERPERPCRMCRM

RelationalRelationalDatabaseDatabase

Office Office ApplicationsApplications

• Coordination & knowledge sharing is Coordination & knowledge sharing is difficultdifficult

• Business apps are hard to accessBusiness apps are hard to access• Can’t find information or peopleCan’t find information or people• Content is out of date & poorly Content is out of date & poorly

managedmanaged• Too much paper and manual processToo much paper and manual process

• Poor data visibilityPoor data visibility

StructuredStructured

UnstructuredUnstructured

Unstructured Unstructured WorkWork

UnstructuredUnstructured

Technology Technology ConvergenceConvergence

SharePoint Portal Server 2001SharePoint Portal Server 2001SharePoint Team Services “v1”SharePoint Team Services “v1”

Content Management Content Management Server 2002Server 2002

SharePoint Portal Server 2003SharePoint Portal Server 2003

Windows SharePoint Services “v2”Windows SharePoint Services “v2”

Windows SharePoint Services “v3”Windows SharePoint Services “v3”

Office SharePoint Server 2007Office SharePoint Server 2007Portal, Web Content Management, and MorePortal, Web Content Management, and More

Business intelligence

Collaboration Content management

Streamlined processes

PortalsSearch

Word processing

Business modeling

Presentations

Business data

management

Informationmanagement

Adaptive PlatformAdaptive Platform

MessagingMessagingServerServer

Directory andDirectory andSecurity Security ServicesServices

RelationalRelationalDatabaseDatabase Real TimeReal Time

And PresenceAnd PresenceBusinessBusiness

AppsApps

DocumentDocumentRepositoryRepository

• Self Provisioning Self Provisioning and Configurationand Configuration

• Site and workflow Site and workflow customizationcustomization

• Rapid application Rapid application developmentdevelopment

• LOB IntegrationLOB Integration

Rapid to Deploy and ExtendRapid to Deploy and Extend

PortalPortal

SearchSearchEnterpriseEnterpriseContentContent

ManagemeManagementnt

BusinessBusinessProcessProcess

andandFormsForms

BusinessBusinessIntelligenceIntelligence CollaboratioCollaboratio

nn

SharePoint Investment SharePoint Investment AreasAreas

PlatforPlatformm

ServiceServicess

Workspaces, Mgmt,Workspaces, Mgmt,Security, Storage,Security, Storage,

Topology, Site ModelTopology, Site Model

Server-based Excel Server-based Excel spreadsheets and data spreadsheets and data visualization, Report visualization, Report Center, BI Web Parts, Center, BI Web Parts, KPIs/DashboardsKPIs/Dashboards

Docs/tasks/calendars, blogs, Docs/tasks/calendars, blogs, wikis, e-mail integration, wikis, e-mail integration,

project management “lite”, project management “lite”, Outlook integration, Outlook integration,

offline docs/listsoffline docs/lists

OOB workflows, OOB workflows, WF Integration, WF Integration, Rich and Web Rich and Web forms based front-forms based front-ends, LOB actions, ends, LOB actions, pluggable SSOpluggable SSO

Enterprise Portal Enterprise Portal template, Site template, Site Directory, My Directory, My

Sites, social Sites, social networking, networking,

privacy controlprivacy control

Enterprise scalability,Enterprise scalability,contextual relevance, contextual relevance,

rich people and rich people and business data searchbusiness data search

Integrated document Integrated document management, records management, records management, and Web management, and Web content management content management with policies and with policies and workflowworkflow

Platform ServicesPlatform Services PlatformPlatformServicesServices

Platform ServicesPlatform Services

User ExperienceUser ExperienceImprovements to usability, navigation, trimming, Improvements to usability, navigation, trimming, customizationcustomization

Platform ImprovementsPlatform ImprovementsASP.NET 2.0 - web parts, master pages, pluggable ASP.NET 2.0 - web parts, master pages, pluggable authenticationauthenticationCustomization enhancements – templates, feature Customization enhancements – templates, feature extensibilityextensibilityWindows Workflow FoundationWindows Workflow FoundationList enhancements – scale, content types, versioningList enhancements – scale, content types, versioning

ManageabilityManageabilityImproved backup \ restore including wastebasket and Improved backup \ restore including wastebasket and VSS supportVSS supportExtranet deployment with ADFS and reverse proxy Extranet deployment with ADFS and reverse proxy supportsupportFull and side-by-side upgradeFull and side-by-side upgrade

PlatformPlatformServicesServices

Security Trimmed UISecurity Trimmed UI PlatformPlatformServicesServices

Commands only Commands only available when logged available when logged

in user has in user has permissions to accesspermissions to access

CollaborationCollaboration CollaboratiCollaborationon

CollaborationCollaboration

Taking Internet concepts into the Taking Internet concepts into the EnterpriseEnterprise

Tight integration with messaging Tight integration with messaging infrastructureinfrastructure

From ad-hoc to structured, connected, and From ad-hoc to structured, connected, and offlineoffline

Task oriented, in-context collaborationTask oriented, in-context collaboration

Key TechnologiesKey TechnologiesOut of the box, customizable sitesOut of the box, customizable sites

Blogs, wikis, issue tracking, project mgmtBlogs, wikis, issue tracking, project mgmt

Alerts, RSSAlerts, RSS

E-mail enabled listsE-mail enabled lists

Rich offline experienceRich offline experience

CollaborationCollaboration CollaboratiCollaborationon

SearchSearch SearchSearch

Query EngineQuery Engine

Index EngineIndex Engine

ProtocolProtocol

HandlersHandlersiFiltersiFilters

ContentContentIndexIndex

OOB Search UI/Custom Search AppsOOB Search UI/Custom Search Apps

Query Object Model and Web ServiceQuery Object Model and Web Service

InformationInformation

……ExchangeExchange

Public FoldersPublic Folders

NetworkNetworkSharesShares

ExternalExternalWeb SitesWeb Sites

SharePointSharePoint®®SitesSites BusinessBusiness

DataData

StemmersStemmers

WordbreakersWordbreakers

Resu

lts

Resu

lts

Query

Query

Content SourcesContent Sources

Crawl LogCrawl Log

ScopesScopes

SchemaSchema

Best BetsBest Bets

KeywordsKeywords

RankingRanking

Searc

h C

onfigura

tion D

ata

Searc

h C

onfigura

tion D

ata

SharePoint Search ArchitectureSharePoint Search Architecture

RelevanceRelevance

Top results on first page, every timeTop results on first page, every timeEnterprise Search different from Internet Enterprise Search different from Internet SearchSearch

Less of rich linkingLess of rich linkingLots of non-web content – Office docs, line-of-Lots of non-web content – Office docs, line-of-business data, etc.business data, etc.Security is paramountSecurity is paramount

Revamped ranking engineRevamped ranking engineExtensive collaboration with Microsoft Research Extensive collaboration with Microsoft Research and MSNand MSNNew ingredients tuned for the enterpriseNew ingredients tuned for the enterprise

SearchSearch

End User ExperienceEnd User Experience

Search CenterSearch CenterStandard tabbed interfaceStandard tabbed interface

Search BasicsSearch BasicsQuery hit highlightingQuery hit highlighting

Search syntax matching de facto standardsSearch syntax matching de facto standards

Duplicate collapsingDuplicate collapsing

““Did you mean” query correctionDid you mean” query correction

Editorial results (Best Bets) and definitionsEditorial results (Best Bets) and definitions

AlertsAlerts

More…More…

SearchSearch

Improved ManageabilityImproved Manageability

Consistent search Consistent search system across WSS v3 system across WSS v3 and Office SharePoint and Office SharePoint Server 2007Server 2007Revamped indexing Revamped indexing managementmanagement

Simpler UISimpler UIBetter indexing logBetter indexing log

Flexible scopingFlexible scopingScopes decoupled from Scopes decoupled from index definitionsindex definitionsSimple and Simple and compound scopescompound scopes

SchemaSchemaMap foreign schema into Map foreign schema into search systemsearch systemCleaner UICleaner UI

Simple query reportsSimple query reportsGet visibility into user Get visibility into user search behaviorsearch behaviorLogging for more Logging for more detailed custom reportsdetailed custom reports

Best BetsBest BetsEditorial results for Editorial results for specific queriesspecific queriesStreamlined UIStreamlined UI

Continuous Continuous propagationpropagation

Indexed content is Indexed content is immediately searchableimmediately searchable

Updated object model Updated object model across all across all management areasmanagement areas

Useful for custom toolsUseful for custom tools

SearchSearch

Better Search ResultsBetter Search Results SearchSearch

Tabbed interfaceTabbed interface

Query hit Query hit highlighting highlighting

““Did you mean” Did you mean” query correctionquery correction

Alerts on Alerts on search resultssearch results

Across RepositoriesAcross RepositoriesCustomer SearchCustomer Search

SearchSearch

Customer data Customer data from SAP systemfrom SAP system

Across RepositoriesAcross RepositoriesPeople SearchPeople Search

SearchSearch

People from People from employee directoryemployee directory

DLs and DLs and SharePoint groupsSharePoint groupsResults organized Results organized

by social distanceby social distance

Content ManagementContent Management ContentContentManagemeManageme

ntnt

Content ManagementContent Management

Document ManagementDocument Management

WorkflowWorkflow

Policy and CompliancePolicy and Compliance

Web Content ManagementWeb Content Management

ContentContentManagemeManageme

ntnt

Investments Investments

Document Management Document Management Scalable Document Libraries and RepositoriesScalable Document Libraries and Repositories

Security and TrackingSecurity and Tracking

Workflow and ApprovalWorkflow and ApprovalOut of box multi-stage Serial and Parallel Out of box multi-stage Serial and Parallel document workflowsdocument workflows

Integrated with email and Office 2007 desktop Integrated with email and Office 2007 desktop applicationsapplications

Customizable through Windows Workflow Customizable through Windows Workflow FoundationFoundation

ContentContentManagemeManageme

ntnt

InvestmentsInvestments

Policy and CompliancePolicy and ComplianceCentrally controlled auditing, expiration & Centrally controlled auditing, expiration & retention policiesretention policies

Archival, retention and regulatory compliance Archival, retention and regulatory compliance

E-mail content as recordsE-mail content as records

Web Content ManagementWeb Content Management

Designed for Internet and Published SitesDesigned for Internet and Published Sites

New Web and Word Authoring capabilitiesNew Web and Word Authoring capabilities

New Content Deployment and Publishing toolsNew Content Deployment and Publishing tools

ContentContentManagemeManageme

ntnt

Multi-language SupportMulti-language Support

FrenchFrench……/fr/etudesdecas//fr/etudesdecas/

GermanGerman……/de/fallstudien//de/fallstudien/

EnglishEnglish……/en/casestudies//en/casestudies/

1. Create1. Create2. Workflow2. Workflow3. Go live!3. Go live!

““I need this I need this available in German available in German

and French”and French”

Workflow

Workflow

After ApprovalAfter Approval

ContentContentManagemeManageme

ntnt

Content ManagementContent Management ContentContentManagemeManageme

ntnt

Scalable Document Scalable Document RepositoriesRepositories

Manage large Manage large document sets document sets with treeviewwith treeview

Search for Search for documents documents

through metadatathrough metadata

Manage document Manage document approval with approval with

integrated workflowintegrated workflow

Establish Establish enterprise-enterprise-

approved content approved content typestypes

ContentContentManagemeManageme

ntnt

Capturing Rich MetadataCapturing Rich Metadata

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Define required Define required metadata in metadata in content type content type

definitiondefinition

Customizable Customizable Document Document

Information panel Information panel based on InfoPath based on InfoPath

technologytechnology

Capture meta data Capture meta data as part of as part of

authoring processauthoring process

ContentContentManagemeManageme

ntnt

Reusing Content – Slide LibraryReusing Content – Slide Library

““Tag” and store Tag” and store slides for re-use by slides for re-use by

others. Alerts in others. Alerts in PowerPoint if PowerPoint if

slides in a slides in a presentation have presentation have

been updatedbeen updated

Access the slide Access the slide library from within library from within the presentationthe presentation

ContentContentManagemeManageme

ntnt

New Web Authoring ConsoleNew Web Authoring ConsoleContentContentManagemeManageme

ntnt

Browse available Browse available content assetscontent assets

PortalPortal PortalPortal

Portal Investment AreasPortal Investment AreasPortal Site Portal Site

Integration with Windows SharePoint ServicesIntegration with Windows SharePoint ServicesIntranet Portal Template – Topics, Site DirectoryIntranet Portal Template – Topics, Site Directory

People and Expertise SearchPeople and Expertise SearchPeople specific search “tab”People specific search “tab”Social network supportSocial network support

My SiteMy SiteImproved Public Page, Personal homepageImproved Public Page, Personal homepage

Targeting and personalizationTargeting and personalizationEasier targeting – Distribution lists and Security Easier targeting – Distribution lists and Security GroupsGroups

Profile store improvementsProfile store improvementsScalability, flexible schema, LDAP Scalability, flexible schema, LDAP synchronizationsynchronization

PortalPortal

My Site Public with User ProfileMy Site Public with User Profile PortalPortal

Organizational Organizational networknetwork

User ProfileUser Profile

My Site PrivateMy Site Privatewith Social Networking and Roll-Upwith Social Networking and Roll-Up

PortalPortal

Social or Social or knowledge knowledge

networknetwork

Roll-up from Roll-up from relevant sitesrelevant sites

Business ProcessesBusiness Processes BusinessBusinessProcessesProcesses

Forms Services InvestmentsForms Services Investments

Reach more users with better formsReach more users with better formsBrowser enabled InfoPath formsBrowser enabled InfoPath formsOffline data connections, New controls, Better printingOffline data connections, New controls, Better printingIntranet, Extranet, InternetIntranet, Extranet, Internet

Automate form-driven business Automate form-driven business processesprocesses

Forms in Outlook, including Property PromotionForms in Outlook, including Property PromotionWorkflow, Archiving, Information Rights ManagementWorkflow, Archiving, Information Rights ManagementIntegration with Workflow TasksIntegration with Workflow Tasks

Rapidly develop and deploy form Rapidly develop and deploy form solutions in the enterprisesolutions in the enterprise

Common development platform (OM, data connectivity)Common development platform (OM, data connectivity)ActiveX, Windows Form and ASPX controlActiveX, Windows Form and ASPX controlImporter/Exporter FrameworkImporter/Exporter Framework

BusinessBusinessProcessesProcesses

Internet ExplorerInternet Explorer

Reach more users with better Reach more users with better formsforms…via Browser enabled InfoPath Forms…via Browser enabled InfoPath Forms

Designed once!Designed once!

Same experience Same experience inin

Internet Explorer,Internet Explorer,Firefox,Firefox,Safari,Safari,NetscapeNetscape

and theand theInfoPath rich clientInfoPath rich client

BusinessBusinessProcessesProcesses

FirefoxFirefox

Integrating LOB Data Through SharePoint Integrating LOB Data Through SharePoint Business Data CatalogBusiness Data Catalog

SQL Server, Oracle, OLEDB, ODBCSQL Server, Oracle, OLEDB, ODBC

MetadataMetadata

Business Data CatalogBusiness Data Catalog

Web Web PartsParts ListsLists SearchSearch User User

ProfilesProfilesCustom Custom

AppsApps

DatabaseDatabase

WS ProxyWS Proxy ADO.NETADO.NET

Web ServiceWeb Service

BizTalk, SAP, Siebel, Legacy, …BizTalk, SAP, Siebel, Legacy, …

Profile StoreProfile StoreSearch IndexSearch IndexList List storestore

Business IntelligenceBusiness Intelligence BusinessBusinessIntelligenIntelligen

cece

InvestmentsInvestmentsSharePoint is the “BI Portal and Report Center” for end SharePoint is the “BI Portal and Report Center” for end usersusers

Excel Services Excel Services Share spreadsheets via zero-footprint Share spreadsheets via zero-footprint browser experiencebrowser experienceLive, interactive Excel 2007 spreadsheets Live, interactive Excel 2007 spreadsheets in SharePointin SharePointOnly publish what you want, control Only publish what you want, control versionsversionsUse Excel models in custom applications Use Excel models in custom applications programmaticallyprogrammatically

BusinessBusinessIntelligenIntelligen

cece

InvestmentsInvestmentsSharePoint is the “BI Portal and Report Center” for end SharePoint is the “BI Portal and Report Center” for end usersusers

Dashboards & Web componentsDashboards & Web componentsCommon filtering (“slicing”) across web partsCommon filtering (“slicing”) across web partsKPIs, Excel workbooks, and SQL 2005 Reporting Services reportsKPIs, Excel workbooks, and SQL 2005 Reporting Services reports

Report Center WebsitesReport Center WebsitesOut of the box website optimized for report access and Out of the box website optimized for report access and managementmanagementConsistent management of reports, spreadsheets, and data Consistent management of reports, spreadsheets, and data connectionconnectionIntegrated with SQL Server 2005 Reporting ServicesIntegrated with SQL Server 2005 Reporting Services

Data Connection Libraries & Business Data CatalogData Connection Libraries & Business Data CatalogCentralize storage of important data connectionsCentralize storage of important data connections

BusinessBusinessIntelligenIntelligen

cece

Knowledge Discovery and Insight Knowledge Discovery and Insight

Business Intelligence DashboardsBusiness Intelligence Dashboards

KPI ListsKPI Lists

Live Excel Live Excel spreadsheetsspreadsheets

Common FiltersCommon Filters

BusinessBusinessIntelligenIntelligen

cece

What The Industry Is SayingWhat The Industry Is Saying

"If collaboration and file sharing is on your "If collaboration and file sharing is on your mind, SharePoint Server and its integration mind, SharePoint Server and its integration

with Office 2007 are impressive.with Office 2007 are impressive.

. . . the ability to create dynamic sites – and . . . the ability to create dynamic sites – and for users to benefit from these tools and for users to benefit from these tools and

create their own My Site pages – is create their own My Site pages – is extraordinary.” extraordinary.”

"In 2007, the marketing associated with the "In 2007, the marketing associated with the launch of Microsoft Excel Services as part of launch of Microsoft Excel Services as part of Office 2007 will create the biggest news in Office 2007 will create the biggest news in

the BI market.”the BI market.”

““SharePoint Server 2007 is an (Able) Jack of SharePoint Server 2007 is an (Able) Jack of All Trades. . All Trades. .

Most importantly – and the reason for which Most importantly – and the reason for which eWEEK Labs has given the platform an eWEEK Labs has given the platform an

Analyst's Choice award—SharePoint Server Analyst's Choice award—SharePoint Server 2007 is the best product we've seen for 2007 is the best product we've seen for

getting a capable and feature-rich getting a capable and feature-rich enterprise Web platform up and running enterprise Web platform up and running

quickly.“quickly.“

Top 5 Web Application Top 5 Web Application DevelopmentsDevelopmentsOf the YearOf the Year

"But getting lost a bit in the noise and hype "But getting lost a bit in the noise and hype is one Microsoft product release that, in the is one Microsoft product release that, in the

long run, may end up being the most long run, may end up being the most important, especially on the enterprise side. important, especially on the enterprise side.

And that product is Microsoft And that product is Microsoft SharePoint Server 2007SharePoint Server 2007..

. . . And based on my tests so far, . . . And based on my tests so far, I am I am impressed.impressed.””

Customer Momentum – Intranet Customer Momentum – Intranet SitesSites

Customer Momentum – Internet Customer Momentum – Internet SitesSites

Partner MomentumPartner Momentum

The worldwide market for The worldwide market for information management is information management is growing stronglygrowing strongly

Source: IDCSource: IDC

0.90.90.90.9

3.83.8

1.81.8

0.60.60.60.60.30.3

20052005

1.11.11.01.0

4.24.2

2.02.0

0.60.60.60.60.30.3

20062006

1.41.4

1.11.1

4.64.6

2.12.1

0.60.60.60.60.40.4

20072007

1.61.6

1.31.3

5.05.0

2.32.3

0.70.70.70.70.40.4

20082008

1.71.7

1.41.4

5.45.4

2.42.4

0.70.70.70.70.40.4

20092009

Data WarehouseData WarehouseTechnical Data AnalysisTechnical Data AnalysisData MiningData Mining

Spatial Spatial Information Information

ManagementManagement

End-User End-User Query/ReportiQuery/Reporti

ng/Anal.ng/Anal.

Enterprise PortalsEnterprise Portals

Enterprise SearchEnterprise Search

8.98.99.89.8

10.810.811.811.8

12.812.8

Information management market trendsInformation management market trendsUS$ billionsUS$ billions

CompoundeCompounded Annual d Annual

growth ratesgrowth rates9%9%

16%16%

11%11%

9%9%

7%7%

WW software market growing at 6%WW software market growing at 6%

SharePoint Server 2007

Familiar, consistent user environment Familiar, consistent user environment Integrated business productivity Integrated business productivity

capabilitiescapabilities Adaptive development platformAdaptive development platform

Built for the enterpriseBuilt for the enterprise http://www.microsoft.com/sharepointhttp://www.microsoft.com/sharepoint

A business productivity A business productivity platform optimized for the way platform optimized for the way

people work in the people work in the unstructured worldunstructured world

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.