Meeting # 68 Meeting # 68 Welcome to the Minnesota SharePoint User Group August 11 th, 2010 Composite Application for Knowledge Management SharePoint 2010 Erik Mau Meeting 68

Meeting # 68 Meeting # 68 Agenda Introductions Business Problem Demo Approach / Architecture Q & A

Meeting # 68 Meeting # 68 User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

Meeting # 68 Meeting # 68 Introductions – MNSPUG Sponsors Inetium ( Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Benchmark Learning ( Microsoft Gold Certified Partner Training on many technologies Microsoft (

Meeting # 68 Meeting # 68 Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations

Meeting # 68 Meeting # 68 Social Networking Linked In group – The most interactive… includes job postings… – Facebook group – and #MNSPUG

Meeting # 68 Meeting # 68 Upcoming Schedule Next Meeting September 8 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: [TBD – BI ?] Check for updates! Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

Meeting # 68 Meeting # 68 Local Events SharePoint Saturday – October 2, 2010 *FREE* University of Minnesota – East Bank, Twin Cities Campus

Meeting # 68 Meeting # 68 Conferences Best Practices Conference – August 24-27, Washington, D.C. SPTechCon – SharePoint Technology Conference – October 20-22, Boston, MA No SharePoint Conference this year… October 3-6,

Meeting # 68 Meeting # 68 Announcements SharePoint 2010 Administration Toolkit V1 – User Profile Replication Engine 2010 – The Security Configuration Manifest – The Content Management Interoperability Services Connector – The Load Testing Kit – =718447d a-81c3-c9c3d84c456e&displaylang=en =718447d a-81c3-c9c3d84c456e&displaylang=en Developing Applications for SharePoint 2010 – From the Microsoft Patterns & Practices group – Guidance for developing applications with 2010 – =64b b7c-f185b2cf967d =64b b7c-f185b2cf967d

Meeting # 68 Meeting # 68 Knowledge Management Application “Elle”

Meeting # 68 The Challenge … Over 10 years of project history spanning over 500 customers Have we done a project like XYZ before? Who has the following skills? Do we have any examples of a project like XYZ? Solutions span multiple technologies, scenarios, industries and skill sets Multiple systems in use … Connecting the Dots Lost Opportunity Time Wasted Duplicate Efforts

Meeting # 68 The Vision Our goal was to make it easy for our users to intuitively interact with our large history of solutions to search, browse, and discover assets, information, relationships and experts to better tell our stories. Project XYZ Project XYZ Consultant ABC Consultant ABC Technology 123 Technology 123 Sales Executive: “Have we done any projects like Project XYZ?” Resource Manager: “Who has a similar tech profile to consultant ABC?” Consultant: “Who has background in technology 123?”

Meeting # 68 Data, Data, Data Person Project Customer Project Type Industry Skills / Tech Asset Asset Type

Meeting # 68 Skills / Technologies Projects Employee Profiles Industries Customers Billing

Meeting # 68 Skills / Technologies Projects Employee Profiles Industries Customers Billing Images Videos Audio Metadata Documents Workflow

Meeting # 68 Skills / Technologies Projects Employee Profiles Industries Customers Billing Images Videos Audio Search any word Metadata Documents View assets Find Experts Multiple points of entry Workflow

Meeting # 68 TechnologyUsage InfoPath Data capture form for submission of content into system SharePoint Search / aggregation engine and repository for assets Dynamics CRMSource for account and program information Dynamics GP Source for employee-to-project phase information.NET Development platform for custom development Silverlight User experience for interacting with the content Word Document Assembly Add-in for inserting content into Word documents

Meeting # 68 “Elle” – Interactive Knowledge Explorer

Meeting # 68 Meeting # 68 Demo

Meeting # 68 Meeting # 68 Approach / Architecture

Meeting # 68 Agenda Integrating CRM using Business Connectivity Services (BCS) Asset Collection using InfoPath 2010 Connecting documents and digital assets using Workflow and Content Types in an Asset Library Extending the Newsfeed to notify Colleagues Managing Skills using Managed Metadata Surfacing Information with Search Bringing it all together with Silverlight

Meeting # 68 INTEGRATING CRM USING BCS Approach / Architecture

Meeting # 68 Integrating CRM Data using BCS What is BCS? – BCS = Business Connectivity Services – Enables integration of business data in SharePoint – Read and Write – See the July MNSPUG Presentation that Raymond gave…

Meeting # 68 Integrating CRM Data using BCS How is it used? – Metadata for Assets – Indexed by Search – Integration with InfoPath

Meeting # 68 Integrating CRM Data using BCS How was it setup? – SharePoint Designer – Visual Studio – BCS Model Deployed as Feature to SharePoint New Feature Receiver in 2010 to support Visual Studio Integration! Microsoft.Office.SharePoint.ClientExtensions.Deployment.ImportModelReceiver

Meeting # 68 WALKTHROUGH – EXTERNAL CONTENT TYPE IN SPD Approach / Architecture

Meeting # 68 External Content Types in SharePoint Designer

Meeting # 68 Define the External Content Type

Meeting # 68 Setup the Connection

Meeting # 68 Create Operations

Meeting # 68 Creating a Read Operation

Meeting # 68 Define the Filter Parameters

Meeting # 68 Define the Return Parameters (The Result)

Meeting # 68 Publish to SharePoint (SPD or Feature)

Meeting # 68 ASSET COLLECTION USING INFOPATH Approach / Architecture

Meeting # 68 Asset Collection using InfoPath What is InfoPath? – Electronic form design tool – Thick client forms / web-based forms – Allows submission to databases, web services, lists, or xml

Meeting # 68 Asset Collection using InfoPath How is it used? – Capture project assets – Associate CRM project metadata (External Item Picker) – Submission to SharePoint Library

Meeting # 68 DEMO – INFOPATH FORM DESIGN Approach / Architecture

Meeting # 68 ASSET MANAGEMENT IN SHAREPOINT Approach / Architecture

Meeting # 68 Asset Collection Workflow How do Assets get to the Asset library? – Visual Studio Workflow – Attached to InfoPath form library – Steps: Retrieves Assets from form Creates document set (if needed) Imports assets Sets project metadata *Generates activity for newsfeed

Meeting # 68 Asset Libraries What is an Asset Library? – New library type in 2010 – Supports Audio, Video, and Image content types – Preview capabilities / Silverlight Media Player How is it used? – Storage for all assets – Custom content types for asset metadata (project, description, sensitivity)

Meeting # 68 Document Sets What is a Document Set? – Specialized folder – Bulk operations – Home page How is it used? – Project summary page – Container for assets in Asset Library

Meeting # 68 DEMO – DOCUMENT SETS Approach / Architecture

Meeting # 68 CUSTOM “NEW ASSET” ACTIVITY FOR NEWSFEED Approach / Architecture

Meeting # 68 Custom “New Asset” Activity for Newsfeed What is the Newsfeed? – Aggregation of Colleague-generated activities on My Site – Like Farmville… but not as annoying

Meeting # 68 Custom “New Asset” Activity for Newsfeed How is it used? – Notifications generated when users submit assets – User profile setting (turn on / off) How was it setup? – Notifications generated during workflow – Custom SP timer job collects notifications and broadcasts – Uses Inetium Activity Generation Framework

Meeting # 68 MANAGING SKILLS WITH MANAGED METADATA AND USER PROFILES Approach / Architecture

Meeting # 68 Managing Skills with Managed Metadata What is Managed Metadata? – Service application in 2010 – Storage of Tags: Term sets / Terms Enterprise Keywords – Supports both Taxonomy and Folksonomy How is it used? – Skills Term set – Skills in CRM synchronized with term set – Skills User profile property uses Skills term set

Meeting # 68 Term Store Management

Meeting # 68 Skills User Profile Property

Meeting # 68 Skill Synchronization Timer Job

Meeting # 68 DEMO – MANAGED METADATA AND USER PROFILE Approach / Architecture

Meeting # 68 SURFACING INFORMATION WITH SEARCH Approach / Architecture

Meeting # 68 Surfacing Information with Search Custom search tab for Assets – Image Lightbox – Rating Display – Rating Refinement

Meeting # 68 DEMO – CUSTOM SEARCH TAB Approach / Architecture

Meeting # 68 INTEGRATING SILVERLIGHT WITH SHAREPOINT Approach / Architecture

Meeting # 68 Integrating Silverlight with SharePoint Projects – CRM data indexed by SharePoint using BCS content source – Accessed through SharePoint search web service

Meeting # 68 Integrating Silverlight with SharePoint Skills – Skills associated to SharePoint User Profiles – Employee skills accessed through SharePoint search web service – Project skills accessed through CRM relationships

Meeting # 68 Integrating Silverlight with SharePoint People – SharePoint User Profiles – Indexed by SharePoint – Accessed through SharePoint search web service

Meeting # 68 Integrating Silverlight with SharePoint Assets – SharePoint Asset Library – Project Metadata on Assets – Accessed through SharePoint list web service

Meeting # 68 InfoPath web form InfoPath web part Setting metadata programmatically Integrated workflow Business Connectivity Services (BCS) InfoPath web form Digital Asset Management (DAM) Workflow User profiles Term store Business Connectivity Services (BCS) Search (BCS, content, web services) SP Timer job Doc sets GP Business Portal SQL Queries User Experience Custom Entities Web Services Integration RIA Custom activity feed Search Ribbon VSTO

Meeting # 68 Meeting # 68 Q&A

Meeting # 68 Meeting # 68 Thanks for coming!