An Introduction to Microsoft Office SharePoint Server 2007 David Gristwood Application Architect Developer & Platform Group Microsoft Ltd

Server Platform Investments Office SharePoint Server 2007 Excel Services InfoPath Forms Services Business Data catalog Enterprise Search Windows SharePoint Services ASP.NET 2.0 integration Workflow Content types and meta data Auditing Feature & solution deployment Office SharePoint Server Windows SharePoint Services ASP.NET SQL ASP.NET SQL

Tools for any skill level

Excel Services

Excel has great calculation and charting engine Can reuse logic & business models built in Excel Browser based spreadsheet viewing & interactivity Excel Web Part to build dashboards Web Service programmatic access to Excel Services Eliminate “multiple versions of the truth” caused by distributing copies of spreadsheets Control access to spreadsheets for regulatory concerns or to protect proprietary information Offload long-running calculations from desktop

Excel Services

Excel 2007 Design and author Browser High quality web rending Zero-footprint Interactive: Set parameters, sort, filter, explore View and Interact Custom applications Set values, perform calculations, get updated values via web services Retrieve full workbook file Programmatic Access Open in Excel for rich exploration and analysis Open snapshots Excel 2007 Export/Snapshot into Excel Spreadsheets stored in doc libraries Spreadsheet calculation and rendering External data retrieval and caching 100% calculation fidelity SharePoint platform and Excel services Publish Spreadsheets Excel Services Architecture

Limitations of Excel Services Excel Services is NOT Excel on the Server No authoring –No data entry outside of parameters, no layout changes No VBA, no non-database data sources –many other features not supported Does not Solve the problem of multi-user spreadsheet authoring

Excel Web Services Open a spreadsheet file to start a session with Excel Services Set values to cells and ranges Process the session spreadsheet Refresh data from external sources Calculate spreadsheet or specific ranges Get results Values from cells and ranges Entire calculated spreadsheet – live or snapshot

User Defined Functions Extend calculation and data-import capabilities Functions that are not built into Excel. Custom implementations to built-in functions. Custom data feeds for legacy or unsupported data sources Call Web Services Compiled Code based on.NETFx 2.0 Needs Reference to Excel Services UDF Framework

Excel Services Excel Web Access Web Part Web Service Calls User Defined Functions

Business Data Catalog

Not all data resides in SharePoint Middleware layer that bridges gap between the portal and business applications Surface business data from backend applications without coding Supported by web parts and API BDC

Metadata Store Architecture of the Business Data Catalog SQL Server, Oracle, OLEDB, ODBC Web Parts Lists Search User Profiles Custom Apps BizTalk, SAP, Siebel, Legacy, … List Store Index Profile Store Business Data Catalog WSS Proxy ADO.NET Web Service

Development LifeCycle Analyze the business requirements Build Web Services layer for LOB system (optional) Model the system using application definition Populate BDC Metadata Store Design solutions using business data features

Core Application Definition Elements Definition of a data source (SQL Server, SAP, Siebel, CRM, …) LobSystem Access to the system (connection details) LobSystemInstance A real-world thing in the system (e.g. customer, order, product, invoice, employee, …) Entity An operation on an entity (e.g. GetOrders, GetInvoicesForCustomer, …) Method A way to use a method (e.g. Finder, SpecificFinder, IDEnumerator) MethodInstance A relationship between two entities Association

Metadata Model

Application Definition Files Declarative way of modelling a system Initially no Microsoft designers to generate them BDC Metadata Manager - bdcmetadata.xsd Visual Studio IntelliSense Microsoft BDC Definition Editor MOSS SDK August 2007 Application Definition Files are imported using the Shared Services Provider administration site

Business Data Web Parts Web PartDescription Business Data List Web Part Displays a list of entity instances from a business application registered in the Business Data Catalog. For example, you can use a Business Data List Web Part to display all the customers or orders from the AdventureWorksDW database. Business Data Items Web Part Displays the details of an entity instance from a business application. For example, you can use a Business Data Items Web Part to display the details of a particular customer or order from the AdventureWorksDW database. Business Data Related List Web Part Displays a list of related entity instances from a business application. For example, you can use a Business Data Related List Web Part to display all the orders for a particular customer from the AdventureWorksDW database. Business Data Actions Web Part Displays a list of actions associated with an entity as defined in the Business Data Catalog. For example, you can use a Business Data Actions Web Part to display all the actions that portal users can perform on the Customer entity. Some examples of these actions are to send to a customer or edit the address of a customer.

Surfacing Data via BDC

Custom Applications Runtime Object Model Applications for browsing the metadata repository and executing methods and filters on a line-of-business (LOB) application

BDC BDC web parts Custom BDC web part

Search

Search Challenges User Experience Challenges Multiple search interfaces, systems, and logons; no unified search results Data and Expertise Challenges Files and on desktops; structured and unstructured data silos; untapped expertise Enterprise and IT Challenges Relevance and ranking; security, privacy and compliance; scalability, manageability and extensibility

Search Server 2008 Updated and rebranded version of SharePoint Server 2007 for Search Key investment areas and new features Simplified Installation Experience Enhanced Administration Interface New Federation Capabilities Performance and Stability Enhancements Available in two versions Search Server 2008 can be installed in a distributed topology to provide greater scale and redundancy Search Server 2008 Express can only be installed in single server mode and is FREE

Index and Search Architecture

Customize UI With XSLT Appropriate for scenarios requiring Change results layout, look and feel Pivoting using the keyword syntax Web Part Property Power of XSLT Formatting Logic Math

Content Sources OOB content source types SharePoint Servers Web Sites File Shares Exchange Public Folders Business Data Additional ones can be added if appropriate protocol handler is installed

IdEnumerator MethodInstance Text Select EmployeeID from HumanResources.vEmployee

Search Search BDC

Workflow

Encapsulated logic for coordinating business processes Provides abstractions to model real world processes Valuable for modeling long running and stateful behavior What are workflows? sequential workflow state machine workflow

Windows WorkFlow Foundation Single workflow technology for Windows Extensible framework & toolset Base for Microsoft products and customer solutions Transform workflow from niche to mainstream paradigm Exposed to developers via.NET 3.0

Workflows in SharePoint Workflows enforce a business process on all items in the SharePoint library or list

Starting a Workflow

Interacting with a Workflow Interaction between a person and a running workflow is modeled using the notion of tasks.

Office Integration

SharePoint Workflow Designer

Visual Studio 2008

Workflow SharePoint Activities

InfoPath

InfoPath Form Services Electronic forms are ubiquitous, so worth solving properly And making easy to use, track, workflow, etc InfoPath is rich client application InfoPath Forms Service offers server side generation and handling of forms Users do not require InfoPath client Design Once mantra Shared controls, business logic, object model, Design Checker designs for the targeted environment and run compatibility checks

WSS WSS Publishing, Opening, and Filling RenderingValidation Execute calculations Execute rules Editing actions Validation Execute calculations Execute rules Editing actions (All using script) Download XSN, XML Publish XSN Download script and data array Office 2007 servers XSN ASPX Replay event log XSN, XML loaded Business logic execution XSN, XML loaded Business logic execution Forms Capabilities Generate and render HTML (using script) Return updated data array Generate InfoPath Client Browser Postback event log via XMLHTTP InfoPath Designer Take offline as needed

InfoPath

More Information

MSDN in the UK Visit Newsletter Events Screencasts Blogs

© 2007 Microsoft Ltd. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. 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.