1 SharePoint Portal Server 2001 Overview Darryl Schaffer Principal Technology Specialist Microsoft Federal

2Agenda Customer Problems Customer Problems SharePoint Portal Server Solutions SharePoint Portal Server Solutions Demo Demo Design and Features Design and Features Extensibility Extensibility Deployment Deployment

3 Workgroup Scenario Requirements Requirements  Create and share documents  Access information from multiple sources  Publish content to the outside  Find external information  Manage easily Document Library FileShares TrackingDatabaseTeam Web Site Partner Competitor Workgroup

4 Corporate Portal Scenario Requirements Requirements  Aggregate multiple teams  Access LOB applications  Search/Browse  Publish news/announcements  Enable professional “librarians” Legal Department Document Library Engineering Team CAD Server Internet News And Reports Discussions Public Folders Corporate Web Site

5 The Problem Difficult to locate information Difficult to locate information Hard to organize information Hard to organize information Complex to set up and manage Complex to set up and manage

6 SharePoint Portal Server Provides Simplest access to company information Simplest access to company information Mainstream document management Mainstream document management Out-of-the-box, flexible solutions Out-of-the-box, flexible solutions

7 What Is SharePoint Portal Server? The flexible portal solution that lets you find, share and publish information easily The flexible portal solution that lets you find, share and publish information easily  Delivers new value to Windows and Office users Brings together and makes mainstream Brings together and makes mainstream  Search and organization  Document management  Collaboration application platform

8 SharePoint Portal Server Framework How SPS Delivers Document Library Competitor Web Sites Legacy Notes Apps Legacy File shares Intranet Web sites Public Folders Existing Content Office Browser Windows Explorer

9 SPS Content Sources

10 SPS Content Sources

11 SPS Clients

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13 Design Principles Make Document Management mainstream Make Document Management mainstream Easy to use Easy to use  Integrate seamlessly with  Office 2000 or greater  Windows Explorer  Expose broad-use functionality Easy to deploy Easy to deploy  Lightweight infrastructure requirements  Enable “content coordinators”  Simple Administration

14 Design Principles (cont.) Better search and organization Better search and organization Leverage existing content Leverage existing content Integrate with key technologies Integrate with key technologies  Web Storage System  Digital Dashboard

15 Customizable Home Page Portal Digital Dashboard Framework RichSearch CategoryBrowsing Subscriptions Web-basedDM

16 What Is A Digital Dashboard? Web-based framework for aggregating and presenting business information Web-based framework for aggregating and presenting business information  Component-based page layout  Accessible from multiple client types  Supports multiple underlying stores (SQL, file system, Web Storage System)  Described in DDRK 2.0 Deployable at multiple levels in the organization Deployable at multiple levels in the organization  Personal: calendar, inbox, tasks, etc.  Group: announcements, documents  Enterprise: news, search, categories, Internet info In Web Storage System, a folder of a specific content class that contains Web Parts In Web Storage System, a folder of a specific content class that contains Web Parts

17 Dashboard Examples

18 What Is A Web Part? Reusable component for constructing digital dashboards Reusable component for constructing digital dashboards Formal definition of a “nugget” Formal definition of a “nugget” Web-based content (HTML, XML, Script) Web-based content (HTML, XML, Script) Distribution format is XML Distribution format is XML .dwp = Dashboard Web Part  Dashboard knows how to import.dwp files  Support for multi-file Web Parts In Web Storage System, a row of a specific content class In Web Storage System, a row of a specific content class

19 Document Management Versioning Versioning Check In/Check Out Check In/Check Out Document profiling Document profiling Role-based Security Role-based Security Publishing and Approval Publishing and Approval

20 Publishing Model ReadersAuthors Current Author (working copy) Check Out 1.0 Check In Publish Search, Subscriptions, Categories Approve

21 Roles In SharePoint Portal Server A list of users associated with a set of permissions on a particular folder A list of users associated with a set of permissions on a particular folder Reader:Author:Coordinator: view published documents + create and edit docs + set folder policy

22 Roles Details Role members can be any NT account (usual domain trust rules apply) Role members can be any NT account (usual domain trust rules apply) Works with NT 4 and Win2000 domains Works with NT 4 and Win2000 domains Optional inheritance from parent folder Optional inheritance from parent folder  “All or nothing” inheritance model  Option to reset all children to inherit Per-document overrides Per-document overrides  Deny specific users access to a document

23 Document Management (cont.) Document profiling Document profiling

24 Document Management (Cont.) Role-based Security Role-based Security

25 Document Management (Cont.) Publishing and Approval Publishing and Approval

26Search Accurate search results Accurate search results Meaningful results via metadata Meaningful results via metadata Automatic categorization Automatic categorization Subscription makes results find you Subscription makes results find you Up-to-date, secure data Up-to-date, secure data Easy to use and manage Easy to use and manage Scalable Scalable

27 Accurate Searches New probabilistic ranking algorithm New probabilistic ranking algorithm Attribute weighting Attribute weighting Customizable thesaurus Customizable thesaurus Accent folding Accent folding New (fast) wordbreaker support for English, French, Spanish New (fast) wordbreaker support for English, French, Spanish Automatic language detection Automatic language detection

28 Flexible Indexing Options Index update can be Index update can be  Full build  Incremental build  “Smart” adaptive algorithm  Continuous index update based on document change notifications  NT file servers  Local SharePoint Portal Server servers

29Extensibility Search any store, any format Search any store, any format  Protocol Handler, IFilter Build any search front-end Build any search front-end  Fulltext query extensions Customized SharePoint Portal Server Portal Customized SharePoint Portal Server Portal  Digital Dashboard and Web Parts Automate Document Management Automate Document Management  Schema Interoperability  Content Migration

30 Web Storage System SharePoint Portal ServerExchange Tools Visual Studio FrontPageAPIsWebDAVADO Client Applications

31 Deployment Scenarios Group Portals Group Portals Document Management Document Management Workspaces Workspaces Enterprise Portals Enterprise Portals Workgroup aggregation Workgroup aggregation Corporate Web Site SPS Server Engineering Team CAD Server Internet News And Reports Discussions Public Folders Document Library FileShares TrackingDatabaseTeam Web Site Partner Competitor Workgroup

32 Dedicated Content Indexing

33 Enterprise Content Flow Sales Documents On Dept. SPS Server Marketing Plans On Dept. SPS Server 2 2 Aggregate 3 3 Integrate and Present 1 1Organize Enterprise Portal (SPS Server) Schema 1 1 Specifications on Intranet Web Server Presentations on File Server Incident Reports in Notes Dedicated Content Indexer (DCI) (SPS Server) Dedicated Content Indexer (DCI) (SPS Server) Propagate Index Additional Info & Services Externa l Info Web Parts 3 3

34 Server Requirements Does not require Active Directory Does not require Active Directory Does not require Exchange Server Does not require Exchange Server Requires Windows 2000 Server SP1 Requires Windows 2000 Server SP1  Q & Q Localization Localization  English, Japanese, German, Italian, Spanish, French Hardware: Hardware:  P3 600MHz+, 256MB+ RAM, 550MB min. disk space

35 Server Coexistence The following software does not coexist with SharePoint Portal Server on the same box The following software does not coexist with SharePoint Portal Server on the same box  Exchange 2000 Server  Exchange Server version 5.5 and earlier  Microsoft Site Server (any version)  Microsoft Office Server Extensions SPS and SQL Server 7.0/2000 SPS and SQL Server 7.0/2000  Upgrades MSSearch and changes index format  Watch out for Clustered environments  MSSearch not uninstalled if SPS is (shared) SPS and SharePoint Team Services SPS and SharePoint Team Services  STS Reg. key must be removed

36 Client Requirements SPS Client Extensions (to Windows Explorer and Office 2000) SPS Client Extensions (to Windows Explorer and Office 2000)  Operating Systems:  Windows 98, Windows Millennium Edition, Windows NT 4.0 with SP6A, or Windows 2000 Professional, Server, or Advanced Server.  Coordinator functions require Windows 2000 Professional, Server, or Advanced Server – use Terminal Server if this is an issue  Web Folders  Windows 2000, Windows 98/ME, NT4  Office Integration  Office 2000  Office XP built in  Hardware:  P2 300MHz, 64MB RAM  30MB hard drive space on Win2000, 50MB on others

37 Dashboard Site Requirements (Web Client)  Internet Explorer 4.01 or later  Netscape Navigator 4.51 or later (for Italian and Spanish versions of SharePoint Portal Server)  Netscape Navigator 4.75 or later (for English, French, German, and Japanese versions of SharePoint Portal Server)  Must enable Microsoft JScript® or Netscape JavaScript support in your browser for the dashboard site to function.  For Netscape users – enable Basic authentication for the workspace node on the Default Web Site.

38 Network Configuration Must be running TCP/IP Must be running TCP/IP NT4 or Win2000 Domains NT4 or Win2000 Domains Proxy Server Proxy Server  Index Propagation uses File Sharing Protocols  WebDAV – one custom verb (Invoke)  Proxycfg to configure Proxy settings if DigiDash site is behind proxy server (ServerXMLHTTP’s settings) Fully Qualified Domain Name (FQDN) Fully Qualified Domain Name (FQDN)

39Summary The flexible portal solution that lets you find, share and publish information easily The flexible portal solution that lets you find, share and publish information easily  Delivers new value to Windows and Office users Brings together and makes mainstream Brings together and makes mainstream  Search and organization  Document management  Collaboration application platform

40Resources SharePoint Portal Server Eval Version SharePoint Portal Server Eval Version  Downloadable from: General Information and lots of new White Papers available on our web site: General Information and lots of new White Papers available on our web site:  TechNet has tons of content TechNet has tons of content  t SharePoint Portal Server Public Newsgroups SharePoint Portal Server Public Newsgroups

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