Microsoft Office SharePoint Server

Microsoft Office System 2007

Microsoft Office SharePoint Server

Microsoft Office System 2007Microsoft Office System 2007

Agenda

• Microsoft Office SharePoint Server 2007– Core features– Content Management– Business Intelligence– Business Process Management– Portal– Collaboration– Search

• Q & A


Introduction

About Inetium (www.inetium.com)• Bloomington, MN based Microsoft consulting company

– New office in Omaha, NE• Microsoft Gold Certified Partner• Practice area focused on Information Worker Technologies• Minnesota SharePoint User Group Sponsor www.sharepointmn.com

http://www.inetium.com/

http://mspsp01:3141/


Microsoft Office SharePoint Server 2007 (MOSS)

• Major component of Office System 2007• Web platform• Clients talk to servers

– Business Intelligence– Business Process – Content Management– Search– Portal– Collaboration


SharePoint as a Platform

• Single infrastructure• Multiple scenarios


Intranet PortalsExtranet PortalsPublic Internet SitesBusiness Process Business Intelligence Composite Applications


Core Platform


Core Platform

• Web site platform• Libraries and Lists• Web parts• Security• Configurable• Customizable


General Improvements

• Navigation• Breadcrumb• Improved views• Item level security• Security trimmed UI• Better menu’s• Recycle Bin• Offline• RSS• Much more!


Core Services

CollaborationDiscussionsCalendarsE-MailPresenceProject MgtOffline

Operating System Services

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

Database services Workflow servicesSearch services

Content MgtAuthoringApprovalWeb PublishingPolicy & AuditingRights MgtRetentionMulti-LingualStaging

PortalMySitesTargetingPeople FindingSocial NetworkingPrivacyProfilesSite Directory

SearchIndexingRelevanceMetadataAlertsCustomizable UX

BPMRich\Web FormsBiz Data CatalogData in ListsLOB ActionsSingle Sign-OnBizTalk Integ.

BIExcel ServicesReport Center KPIsDashboardsSQL RS\AS Integ.Data Con. Library

Site ModelRenderingTemplatesNavigationVisual Blueprint

StorageRepositoryMetadataVersioningBackup

SecurityRights\RolesPluggable Auth.Per ItemRights Trimming

ManagementDelegationProvisioningMonitoringStaging

TopologyConfig. Mgmt.Farm ServicesFeature PolicyExtranet

APIsFields\Forms OM and SOAPEventsDeployment


Demo


Content Management


What is Content Management?

• The ability for end users to manage content in a variety of forms online without necessarily having to enlist IT to do so.

Content Management


Content Management in the Office System

• Document Management– Metadata – Profiling documents– Integration with Office – Document information panel, document

action bar• Records Management

– Policy and Auditing – Retention schedules and policies– Records Repository site template – Records vault

• Web Content Management– Corporate Internet Site Template – Public facing – Authoring and Approval – Publishing schedules, routing, approval

Content Management


Document Management on the Server

• SharePoint is the backend– Metadata– Workflow– Security

Content Management


Document Management using the Client

• Office provides document information panel– Metadata– InfoPath form– Improves visibility– Can be branded

• Document publishing

Content Management


Slide Management using PowerPoint

• SharePoint– Publish slides– Build slide deck automatically– Metadata

Content Management


Records Management

• Customized retention policies• Holds• Audits

Content Management


Creating Records Management Policies

• Audits• Workflows• Expiration dates

Content Management


Web Content Management

• End user driven• Rich text editor• Publication date• Approval workflow

Content Management


Web Content Management Scenarios

• Public facing website• Intranet home page

– Corporate communications• Extranet collaboration

Content Management


Business Intelligence


What is Business Intelligence?

• Improved visibility of information to make better business decisions via analysis and reporting

• Answering one question often drives more questions• Often brings data together from multiple systems



Office 2007 Business Intelligence Investments

• Excel client• Excel Services• Dashboards• Key Performance Indicators (KPI’s)• Filter Web Parts• Report Center/Report Library• Business Data Catalog (BDC)



Excel Services – What is it?

• New server technology in MOSS 2007• Load, calculate and display Excel Workbooks in MOSS 2007• Thin client view in browser• Published workbooks can connect to external data• Designed to cut down on proliferation of Excel files



Excel 2007

Thin renderingin browser

View and Interact

Customapplications

Web ServicesAccess

Excel 2007client

Open Spreadsheet/Snapshot

Author and Publish Spreadsheets

Authoring Exploration and Consumption

Excel Services – How does it work?


Demo


Example – Publishing from Excel to Excel Services

• End user creates spreadsheet in Excel 2007 • Publishes it to SharePoint Excel Services• Configures the view of the spreadsheet in SharePoint



Example – Create spreadsheet in Excel 2007



Example – Publish to Excel Services



Example – Connect Excel Web Access Web Part

Only shows published sheet



Business Data Catalog

• Expose Data to SharePoint• Custom Line of Business Data• Database or Web Services• Can be used as metadata• Automatically provides lookup functions



Business Data Catalog



The Report Center


• Report site template• Houses reports• Includes

– Excel Services– KPI lists– Report calendar– Data connection library


Key Performance Indicator (KPI) List


• List template• Graphically displays KPI’s• Use to track metrics• Data from multiple sources

– SharePoint Lists– Excel Services– SQL Analysis Services 2005– Manually entered


KPI Web Part


• Displays KPI’s in SharePoint

List

Detail


Filtering Data in SharePoint


• Used to filter data– Multiple filter types– Authored List– Business Data Catalog– Current User– Date– Query String (URL)– SharePoint List– SSAS– Text


Bringing it all together in SharePoint


Filters

KPI’s

Excel Services


Business Intelligence Scenarios

• Operational dashboard• Departmental dashboard• Balanced scorecard• Individual performance KPI list



Business Processes


What is Business Process Management?

• Automation of processes via workflow and digital forms

Business Processes

Step 1 Step 2

Step 3Step 4

Step 5 Step 6


Office 2007 Digital Forms Landscape

• Microsoft Office InfoPath 2007– Client application for designing forms– Smart Client for filling out forms

• Microsoft Forms Server (Part of Microsoft Office SharePoint Server)– Allows you to fill out forms via Web and Mobile– Improved Workflow Integration

• Managed forms templates to host trusted forms– Manage Data Connection Files

Business Processes


InfoPath 2007 Improvements

• Web capabilities• Mobile capabilities• Integration with Outlook• Word and Excel conversion• Template Parts • Connection to workflow

Business Processes


Forms Server

• Web based• Mobile• Workflow• Design once• Some features Don’t work

Business Processes


Workflow in the Office System

• SharePoint libraries / lists have Workflow• Office 2007 clients connect to workflow

Business Processes


Workflow in the Office System

• Office 2007 clients connect to workflow• Users can take action in client tool

Business Processes


Workflow Options

Business Processes

Structured Ad H

oc

Visual Studio and Workflow SDK

Out-of-the-BoxSolutions

(with customization)

SharePoint Designer

Workflows

Document Review(parallel)

Document Approval(serial)

Custom RoutingSignature Collection

Server FeaturesList Moderation

Publishing ProcessDocument ExpirationTranslation Process

Ringi (eApproval)

Task & Issue Tracking(WSS, Access, & Project)

LOB Integration

(BizTalk)

Custom Form ActionsEmail Notification

Exception Handling

Document ProcessesSpec Review

Weekly Status Report

Custom Tracking AppsService Requests

Asset Tracking

Purchase Order Processing


Using SharePoint Designer to Write Workflows

Business Processes


Business Process Management Scenarios

• Expense report • Vacation request• New employee process• Document approval• Service request• Status report• Travel request

Business Processes


Search


Search

• Business Data Search– Allows indexing of data in a relational database

• People Searching– Dedicated search tab for people, Results are based on social

distance from you.• Improved Relevance

– Revamped ranking engine developed in collaboration with Microsoft Research and MSN Internet Search

• Search within client tools including email search in Outlook

Search


Search

• Search – Data– People– Documents– Content– Tabbed interface– “Did you mean”

Search


Search Scenarios

• Searching for documents in the organization• Searching for customers in a database• Searching the internet competitors sites Alerts

Search


Collaboration


What is Collaboration?

• Teaming amongst people often across various boundaries, geographic, departmental, organizational.

Collaboration


Collaboration

• Document Collaboration• Meeting collaboration• Wiki and Blogs• Team Collaboration• Project Management Lite• Email enabled sites

Collaboration


SharePoint Collaboration using Wiki’s / Blogs

• End users provide content

Collaboration


SharePoint Discussion Boards

• Email Enabled• RSS View• Outlook Integration

Collaboration


Project Management Lite

• Built into SharePoint• Gantt charting

Collaboration


Collaboration Scenarios

• Project collaboration• Meeting collaboration• Cross Functional Teams (CFT)• Document collaboration

– Budgets– Proposals– Contracts

Collaboration


Portal


SharePoint Portal

• Portal Site Templates– Intranets, Internet sites and more

• Site Manager– Drag and drop tool for managing SharePoint navigation, look and

feel and security• Social Networking / My Sites

– Web parts that connecting individuals via shared SharePoint sites, distribution lists and others

• SharePoint Sites and Document Rollup Web Part– Lists all sites you are a member of and documents you have

published.

Portal


SharePoint Templates

• Wiki• Blog• Intranet• Records Management• Report Center• Custom• More

Portal


“Fantastic 40” SharePoint Templates

• 40 WSS 3.0 Templates in the following categories– Business Management/Finance– Project Tracking/Product Management– Human Resources– Operations/IT– Sales/Marketing– Specialized/Verticals

Portal

http://www.microsoft.com/technet/windowsserver/sharepoint/wssapps/templates/default.mspx


My Sites

• Public• Private• Social Networking• Org info• Roll ups

Portal


Portal Scenarios

• Intranet• Extranet

– Customer– Vendor– Partner

• Individual

Portal


Q & A


Thank you

For more information about Inetium:– Call: (952) 646-0800– E-mail: [email protected] – Visit: www.inetium.com

mailto:[email protected]

http://www.inetium.com/

Microsoft Office SharePoint Server

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