SharePoint for Extranets. Extranet Solutions with SharePoint 2010 for Internet Sites Extending...

SharePoint for Extranets

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Extranet Solutions with SharePoint 2010 for Internet Sites

Extending Business Boundaries

Hilde Rietveld & Davide ColomboDigital Marketing TeamMicrosoft Corporation

Overview

Defining Extranets

Setting the Context

Evidence

SharePoint Capabilities

Architecture

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ExtranetsPartner Portal

Private WebB2B

B2C

Secure NetworkDealer Network

Financial Management Sites for Banking Customers

Product Support Sites

Franchise Management Sites

Features and functions that are Intranet-like

Isolation from anonymous internet users

Services and information for targeted audiences

Customers

Partners

Vendors

Employees

Vertical Portals

Horizontal PortalsAuthenticated Users

CommunityExperts

Search

Information

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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.

Extranets Defined

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Business ExtranetsConnecting your business communities for success

Business Growth

Competitive Advantage

Cost Reduction

Partners

Extranet

Customers Employees

Internet Intranet

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Business Challenges – Extranet BenefitsExtranets – Achieving your business goals

Limited insights into partner initiatives

Team Collaboration across locations and time zones

Limited accessibility to partner resources

Limited customer insights to future marketing initiatives

Time to marketing latency

24/7 customer access to personalized offerings

Real-time sharing of business intelligence

Anytime partner site collaboration strategies

Segregate and protect sensitive shared business resources

Inefficient partner\vendor workflow processes

Support costs for customer service teams

Attracting diverse remote mobile employee talent pool

Enabled workflow processing for streamlined interactions

Customer self-service opportunities

Comprehensive access to shared resources and LOB applications

Competitive Advantage

Challenge

Benefits

Cost Reduction

Challenge

Business Growth

Challenge

Benefits Benefits Trusted customer

feedback on goods and services offerings

Centralized content publishing access

Mobile customer access to targeted services

Extranet Stakeholder GoalsWhat are the benefits for extranet stakeholders?

ExtranetStakeholde

r Goals

Technical Managers

Information Workers

Executive Leadership

Business growth New strategic opportunities Legal requirement compliance Operational cost reductions

Content management Search capabilities Infrastructure Security

Knowledgebase availability Flexible customer support Familiar interface tools Dynamic application access

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Evidence

SharePoint Leads for Portals

Magic Quadrant Disclaimer The Magic Quadrant is copyrighted September 10, 2010 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner Magic Quadrant for Horizontal Portals, 2010

RE/MAX wanted to minimize operating costs and improve franchisee resources by updating its custom-built, externally hosted affiliate extranet. Using SharePoint to redesign and administer the extranet, RE/MAX expects to save 75 percent annually in maintenance and administration costs, and improve communications and strengthen connection with brokers and agents.

http://www.microsoft.com/casestudies/casestudy.aspx?casestudyid=4000004961

Cadence is using SharePoint to significantly improved its ability to expand target marketing, enabling users to access and participate in blogs and forums, or access community content within the products and solutions pages.

SchoolNet wanted to provide a social networking environment where educators could share, review, and discuss the wealth of high-quality information, resources, and practices available. SchoolNet used SharePoint to build, manage, and publish a Web portal that focuses on empowering student achievement. SchoolNet leveraged key social networking features like blogs and wikis, but also leveraged SharePoint to manage dynamic user-generated content through workflows.

Forest City Enterprises, a major real estate developer, needed a way to collaborate with advertising, public relations agencies, new and other media vendors around the country. With SharePoint, they created an extranet for their digital media library contributing to more successful marketing support by giving broader—and speedier—access to visual resources from which to make selections.

Gafcon wanted to improve accessibility to information to streamline business processes and serve its clients more efficiently. Using SharePoint, Gafcon implemented intranet, extranet, and industry-specific business solutions that provide employees and clients with real-time access to information from any location.

Akin Gump wanted to improve organizational control of its IT assets, along with the business processes and the technology solutions that supported them. Akin Gump embraced an integrated environment made up of Microsoft products and a Microsoft Enterprise CAL Suite agreement, saving US$60,000 in licensing costs alone. The firm’s new SharePoint solution will help attorneys and staff better serve and support the firm’s clients.

Microsoft has over 30,000 sales professionals around the globe that need to be connected to each other, and trained on the latest technical product information and sales data and methodology. Academy Mobile empowers sales representatives to share and consume their sales and technology expertise using short multimedia podcasts

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Extranet Requirements

SecurityCollaboration

Business Intelligence

Content Management

Performance

Self Service Portals

Search

Authentication

LOB Connectivity

Mobile AccessCommunities

Email Integration

Customer Experience

Branding

New Service Applications

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Why SharePoint 2010?What are the value adds in extranet deployments?

Collaboration Content Management Search Business

Intelligence

LOB Application

ConnectivitySecurity

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Partner and Customer CollaborationSharing information across business boundaries

Partner team announcements

Partner / Vendor discussion boards

Shared business document storage

Internal / External links to shared

resources

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SharePoint’s contextual ribbon

Cross-browser support, WCAG conformance

Familiar Office experience

Editor User Experience

Distinguish your brand online with a wide array of easy to use tools and out-of-the-box Web Parts to easily add content to Internet, intranet or extranet sites using point-and-click functionality. A comprehensive set of additional Web Parts are available for a range of applications from key performance indicators to delivering rich interactive experiences with Silverlight.

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Web editor user experience(11 hours in 5 minutes video)

• http://kyleschaeffer.com/sharepoint/sharepoint-design-in-five-minutes/#more-938

http://kyleschaeffer.com/sharepoint/sharepoint-design-in-five-minutes/



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Digital Asset Library

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Enhanced Search ExperienceFinding the right resources and people - FAST

Document thumbnails

Document previews

Content navigators with exact counts

Connecting partners and customers to

resources and expertise

Deliver results that are contextually relevant

”What should I know about selling ERP?”

- Alan Brewer, Sales Lead

”What should I know about implementing ERP?”

- Renee Lo, Consultant

Role-specific relevance

Business drivenrefinement

Targeted Best Bets / Visual

Best Bets

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Enhanced Search ExperienceAdding locations with Bing Maps

Results shown on Bing Maps

http://www.youtube.com/watch?v=c0WlgrxgX-E



(Prototype only)

Targeted Promotions

Federated Off-site Content

Social Content Rankings

Dynamic Navigation

Interactive Customer Support

One-stop Account Servicing

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Extranet MobilityAnywhere mobile read-write access

042 440 5280

Navigate doc libraries and LOB data

Interact with Office content

Search people and expertise

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Connect partners and customers to information from multiple applications across your enterprise

LOB Application ConnectivitySharing information across business applications

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Need picture of Customer Self Service

Outlook Forms andTask panesSharePoint lists

SharePoint Workspace with InfoPath Forms

Artist Tracker > Artists

Artists

Contracts Artist Name Address City State

Artist

Mandible

Artist Name: Mandible

Agent:Andrew Datars Quartet

Stuck in the Mud

Tastes like chicken

Deathrattle

Jay Hamlin Trio

Down on the Bayou

Concourse

Down on the Bayou

Concourse

Concourse

Jay Hamlin Trio

My Artists

Search results Office Apps

Customer/Partner Self Service

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Benefits Beyond the ExtranetEngage partners customers and employees across one platform

Customers Partners Employees

Internet Extranet Intranet

EXTRANET TOPICS

Extranet Audiences

Organization ATHE BEST PEOPLE, IDEAS SYSTEMS &

INFORMATION

CommunityINDIVIDUAL EXPERTS

Organization BPARTNERS AND VENDORS

Organization AREMOTE EMPLOYEES,

AFFILIATES, BUSINESS UNITS

PublicCUSTOMERS

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2

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Your Extranet

Unified platform for all Scenarios:INTRANET, EXTRANET and INTERNET

Employee

Anonymous

Customer/Partners

INTRANET

EXTRANET

INTERNET

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Extranet Best Practices1. Get started with the extranet topologies for

SharePoint 2010 models2. Leverage multiple authentication mechanisms3. Define your extranet information architecture

and logical architecture4. Take advantage of a reverse proxy server5. Use the Business Connectivity Services (BCS)

and Form Services for access back-end data sources

1. Get started with the extranet topologies for SharePoint 2010 models

Internet

Internet Corporate Network

Anonymous

SP2010WFE

Employee with contentediting/management role

SQL Cluster

Perimeter

AD

Intranet


Employee

Perimeter

Employee connected outside corporate network

SQL Cluster

AD

SP2010 WFE

intranetSP2010 applic.server

EXTRANET (scenario A)


Authenticated External users

Customer/partners

Employee

Perimeter

SQL Cluster

AD

SP2010 WFE intranet

SP2010 applic.server

EXTRANET (scenario B)


Authenticated External users

Customer/partners

SP2010WFE

Employee

SQL Cluster

Perimeter

AD

SQL Cluster

AD

SP2010 WFE intranet

SP2010 applic.server

Content Publish

http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=24079

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Easily Authenticate Users

Vendors, Customers

Partners Employees

Extranet/Internet ZoneClaims Based Authentication

FBAclaims

Windows claims

Claims based-mixed/multi mode authentication

https://corporate.contoso.com

The new claims based authentication model that is available in SharePoint 2010 that will help SharePoint administrators combine authentication types to improve end user experience. You may wish to create and maintain different channels for access by your extranet user groups. The combination of Multimode and Mixed Mode deployments help you to design the right access for your users.

Multiple Authentication Mechanisms• A diverse user base

• Companies (B2B)– Partners– Vendors– Customers– Compliance and governing bodies

• Individual partners– Agents– Community members

• Internal employees• Remote employees

Claims-based authentication typesMultiple Authentication Mechanisms

User type Provider and authentication type

Internal employees• AD• LDAP store with FBA• SAML token

remote employees

Partner companies (B2B)

• Trusted partner identity provider with SAML token (e.g. ADFS 2.0)

• Dedicated AD or OU

Individual partners(Agents or community

members)

• Windows Live ID with SAML token• SQL database with FBA• Dedicated AD or OU

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Authentication Sample

Sharepoint Groups

RoleUsers Pwd

Administrator

User B

User C

Administrators

External Sales

External Vendor

External Vendor SP

External Salse SP

Web Application Administrators

SQL Authentication DB

Userdemo

External Vendor

Esternal Vendor SP

UserdemoAS

P.N

ET S

QLM

embe

rShi

pPro

vide

r

USER Request Login

Username & Password

OK Authenticated : UserID & Roles

Authorization

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Targeted Experiences

User A, an internal marketing resource, signs in

Based on permissions, certain information is available to User A

Access to ALL content

User B, an external sales resource, signs in

Based on permissions, user B is presented with a different set of targeted content

User C, an external vendor resource, signs in

Based on permissions, user C is presented with yet another set of content

In this age of user generated content and increased participation, employees, partners, vendors, and customers are all active stakeholders of your product or service. Companies are looking for interactive channels that allow them to collaborate with each of these audiences. The more your organization can adapt, the more likely you are to profit from these changes. SharePoint can help.

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Extranet built by BrightConsult, part of Incadea Group.

The solution covers the needs of managing relationships of a car producer (importer) with dealers, suppliers, etc.

This is implemented at BMW Group Russland, Porsche Group Russland, and going live with KIA Motors Russia soon.

Automotive Extranet

Automotive Extranet

Shared Service Provider

SharePoint

Search

Excel Calc Service

Business Data Catalog

User Profile Service

ContentConfig Workflow

SharePoint Server

Search

Excel Calc Service


User Profiles


2010 2007

Windows SharePoint Services

Service Apps in SharePoint

SharePoint Service Applications

SharePoint 2010

Search

Excel Calc Service


User Profiles

SharePoint Foundation


SharePoint ServerShared Service Provider

Windows SharePoint Services


SharePoint Service Applications

SharePoint 2010

Search

Excel Calc Service

Business Connectivity Service

User Profiles

SharePoint Foundation


SharePoint Server

Sandboxed Code Service Usage & Health Logging

Word Service

PowerPoint Broadcast Service

PerformancePoint

Visio Service

Access Service

Web Analytics Managed Metadata

3rd party services…


Extranet Logical and Services ArchitectureThe big picture…

• Extranet users increasingly use search directly from homepage

• SharePoint is a great platform with integrated extranet and search

Tunable relevancy

Extreme scale Visual best

bets Similar results Refiner exact

counts

Extranet Search

FAST Search for SharePoint medium search topology

Search Architecture

Add FAST servers to perform:• Process content and build index

partitions.• Process search queries.

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DirectAccess

HTTPS (443)

Layer3 VPN

Data Center / Corporate Network

Business Partners AD, ADFS, RADIUS, LDAP….

Home / Kiosk

EmployeesManaged Machines

Mobile

Exchange

CRM

SharePoint

IIS based

IBM, SAP, Oracle

TS/ RDSCitrix

Non web

HTTPS /

HTTP

NPS, ILM

Internet

How It Works

http://en.wikipedia.org/wiki/File:Internet_Explorer_7_Logo.png

Rights Management Services

Persistent

+Encryption PolicyAccess PermissionsUse Right Permissions

How RMS Works in it’s Simplest Form

How Does Office SharePoint Server 2010 IRM Work?

Document Publisher

AD RMS Server

Document Consumer

MOSS Server

MOSS Database

1) A document is uploaded by an author to a protected library.2) If the document was protected by MOSS before, the document

protection is automatically remover. The unprotected document is stored in the MOSS database

3) A second user attempts to open the document from the SharePoint site.

4) MOSS checks permissions of the user in the library, and if appropriate it gathers the document from the database.

5) MOSS acquires a publishing license from the AD RMS server and protects the document to the user, granting him or her rights that match the documents the user has on the library documents.

6) The protected document is delivered to the user.7) When the user tries to open the document, the application

requests rights from the AD RMS server and is able to open the document with the appropriate rights enforced. If the user sends the document to a third user, that user will not be able to open the document.

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The Internet

SharePointExtranet

Customers

CRM ERP LoB Siebel SAP Oracle Web 2.0

Partners Remote Employees

Legacy Information Unlocked

Surfaced in a secure, compelling user experience

External SharePoint users (different languages, locations, needs)

Firewall powered by Unified Access Gateway (UAG), which includes the Threat Management Gateway (TMG)

Microsoft Forefront Security for SharePoint

Easily access legacy systems and content (e.g. connect to CRM to distribute sales leads centrally manage sales opportunities)

Connecting users with the enterprise data they need to do their job – without having to leave the applications that they use today is what SharePoint and BCS is all about. With BCS, you have the capability to connect SharePoint and Office applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.

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Business Connectivity Services SharePoint 2010

Office Clients (Rich)

External Content Type (ECT)

External System(Web Service, DB, .Net

object, LOB system, Web 2.0 service, etc.)

BCS runtime

BCS runtime

BCS Allo to define an External Content Type (ECT), for integrate “external data” coming from Database or LOB application in SharePoint and Office client

…<LobSystems> <LobSystem Name=“HelloWorld" Type="DotNetAssembly"><LobSystemInstances> <LobSystemInstance Name="HelloWorldInstance1"/></LobSystemInstances>…

Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint

*formerly known as BDC Entity

DBOther

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Infopath connected with external data External Content Type

(ECT)

External System(Table on DB or Web

Services)

BCS runtime

External LIST

BROWSER INFOPATH FORM

SharePoint Server 2010 for Internet Sites

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

FeaturesSharePoint 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

FeaturesSharePoint 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

FAST ESP 5.3 FAST Search Designer Interaction Management Services

(IMS) Content Transformation Services

(CTS) Languages (all) Connectors (all)

FAST provides the platform for driving high-volume commerce and content experiences uniquely personalized to the individual. For highly tailored search solutions or highly personalized experiences for ‘top tier’ websites, FAST Search for Internet Sites provides the industry leading solution.

Product Details

Features

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• Licensing simplification • Cost savings• Email invite to external users– Business ID• Existing customers can use existing Business ID• Only meant for simple Extranet scenarios

Office 365 – A New Option!How to host an Extranet Site?

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SharePoint for your Extranet?Organizations extending web strategy investments

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• http://technet.microsoft.com/en-us/office/sharepointserver/bb736207.aspx - Extranet Resource Center for Sharepoint

• http://technet.microsoft.com/en-us/library/cc262400(office.12).aspx – downloadable planning book

• http://technet.microsoft.com/en-us/library/cc263513(office.12).aspx – farm topology

• http://msdn.microsoft.com/en-us/library/ff648351.aspx - authentication info• http://www.microsoft.com/forefront/unified-access-gateway/en/us/default.aspx

- UAG info• http://technet.microsoft.com/en-us/magazine/2009.04.insidesharepoint.aspx-

Good article on Sharepoint and RMS• http://technet.microsoft.com/en-us/library/ee259515(WS.10).aspx – Technet

article on RMS and Sharepoint• http://technet.microsoft.com/en-us/library/cc263199.aspx - Topology diagrams

Resources

http://technet.microsoft.com/en-us/office/sharepointserver/bb736207.aspx

http://technet.microsoft.com/en-us/library/cc262400(office.12).aspx

http://technet.microsoft.com/en-us/library/cc263513(office.12).aspx

http://msdn.microsoft.com/en-us/library/ff648351.aspx

http://www.microsoft.com/forefront/unified-access-gateway/en/us/default.aspx

http://technet.microsoft.com/en-us/magazine/2009.04.insidesharepoint.aspx-

http://technet.microsoft.com/en-us/library/ee259515(WS.10).aspx

http://technet.microsoft.com/en-us/library/cc263199.aspx

http://technet.microsoft.com/en-us/library/cc263199.aspx

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Questions

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©2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SharePoint for Extranets. Extranet Solutions with SharePoint 2010 for Internet Sites Extending...

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