Business Intelligence and Business Forms with MOSS 2007 Meinrad Weiss Principal Consultant, Solution Manager MSDN TechTalk 2006

© 2006 MOSS, BDC, Forms Server and BI2 Agenda  Content Types  InfoPath Forms Services  Business Data Catalog  Excel Services  Business Intelligence Portal  Templates  Features and Controls Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006 Business Intelligence Collaboration Search Portal Business Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Rich and Web forms based front- ends, LOB actions, enterprise SSO Docs/tasks/calendars, blogs, wikis, integration, project management “lite”, Outlook integration, offline docs/lists Enterprise scalability, contextual relevance, rich people and business data search Enterprise Portal template, Site Directory, My Sites, social networking, privacy control SharePoint Products and Technologies:

© 2006  Foundation for content management  Can contain  Item Schema – Collection of Site Columns  Document Template (if applicable)  Scope (Useful for search)  Workflow Settings  Policy Settings  …  Can be assigned to Document Libraries  One Library can be assosiated with more than one content type Content Types MOSS, BDC, Forms Server and BI4

© 2006 Company Wide Trip Report Base Document Branch Version Trip Report Branch Version Trip Report Company Wide Expense Report Company Wide Review Form  Allows individual customization of an organization's document types  “My Company” definition of a type -> “My Team” definition Content Types are Hierarchical MOSS, BDC, Forms Server and BI5

© 2006 Site Column  Reusable column definitions  Defined at the Site level  Use in multiple Content Types in multiple lists  Update in one place MOSS, BDC, Forms Server and BI6

© 2006 All together MOSS, BDC, Forms Server and BI7 Lists Document Library List Column: Name Column: Price Column: Product Column: Price Site Columns Column: Country Column: Size Workflow Template Scope Content Type

© 2006 MOSS, BDC, Forms Server and BI8 Agenda  Content Types  InfoPath Forms Services  Business Data Catalog  Excel Services  Business Intelligence Portal  Templates  Features and Controls Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006 InfoPath Form Services  InfoPath traditional focus on client side  InfoPath Forms Service offers server side generation and handling of forms  Users do not require InfoPath client  Supported Browsers  IE 6+, Safari, Netscape, Firefox  Design Once mantra  Shared controls, business logic, object model,  Design Checker designs for the targeted environment and run compatibility checks .NET support MOSS, BDC, Forms Server and BI9

© 2006

Publishing, Opening, and Filling InfoPath Designer SharePoint 2007 Servers.XSN Windows SharePoint Services.ASPX Office SharePoint Server XSN, XML loaded Business logic execution InfoPath Client Take offline as needed Forms (Document) Library Forms Server Web Browser Publish MOSS, BDC, Forms Server and BI11

© 2006 Limitation of Form Services  Not all Controls are supported  Checker included  ComboBox  Multiple-Selection List Box  Master/Detail  Bulleted, Numbered and Plain List  Picture  Ink Picture  Vertical Label  Scrolling and Horizontal Region  Horizontal Repeating Table  Choice Group  Repeating Choice Group  Choice Section  Repeating Recursive Section  ActiveX Controls MOSS, BDC, Forms Server and BI12

© 2006 MOSS, BDC, Forms Server and BI13 Agenda  Content Types  InfoPath Forms Services  Business Data Catalog  Excel Services  Business Intelligence Portal  Templates  Features and Controls Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006 Business Data Catalog („Front End Middleware“)  Integration of Line of Business (LOB) Data  Reduce the need to write custom front-end code  Reuse SOA investments already in place  Create optimized, manageable method for reusing data  Centralized deployment  Centralized data security  Low latency  Designed for portal & collaboration scenarios  Data query, indexing, personalization  The BDC is not about: transactions, workflow, data transformation, adapters, precomposition MOSS, BDC, Forms Server and BI14

© 2006 Data Source Database ADO.Net Web Service Proxy Web Service (e.g. SAP, …) Business Data Catalog Metadata Database Business Data WebParts SharePoint Lists Search User Profile Custom Solution Application Definition (XML) Import Adapter Definition Application Business Data Catalog Architecture MOSS, BDC, Forms Server and BI15

© 2006 Application Definition File  System: Data source  Entity: Real-world thing in a System  Method: Operation on an Entity  Association:Relationship between Entities MOSS, BDC, Forms Server and BI16

© 2006 Utilites to generate the ADF   MOSS, BDC, Forms Server and BI

© 2006 Entity Details Fields Actions Filters Business Data Catalog Application Definition

© 2006 MOSS, BDC, Forms Server and BI19 Agenda  Content Types  InfoPath Forms Services  Business Data Catalog  Excel Services  Business Intelligence Portal  Templates  Features and Controls Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006 What is Excel Services? REUSE SHARE EXCEL Spreadsheets MOSS, BDC, Forms Server and BI20

© 2006 What is Excel Services?  Excel Services is:  Office 2007 server-side functionality built on SharePoint Server  Server-side Excel spreadsheet calculation engine  Browser-based spreadsheet viewer  Calculation engine consumable via web services  Excel Services does not:  Support authoring in the browser  Solve the problem of multi-user spreadsheet authoring  Support all features of Excel spreadsheets MOSS, BDC, Forms Server and BI21

© 2006 Excel 2007 Browser 100% thin View and Interact Custom applications Web Services Access Excel 2007 client Open Spreadsheet/Snapsh ot Author & Publish Spreadsheets Overview of Excel Services MOSS, BDC, Forms Server and BI22

© 2006 Data Source Database Application Layer Document Library Excel Calculation Services Excel Calculation Services User-Defined Functions Web Front End Layer Excel Web Services Excel Web Services Excel Web Access Cube Any Data Source (e.g. Web Service) Access Layer HTML in Browser Web Service HTML in a WebPart Excel Services Components

© 2006 Excel Services  Excel has great calculation and charting engine  Server-side Excel calculation engine for browser based spreadsheet viewing & interactivity  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  Reuse logic & business models built in Excel MOSS, BDC, Forms Server and BI24

© 2006 Extending Excel unsing User-Defined Functions MOSS, BDC, Forms Server and BI25

© 2006 Deployment of UDF‘s  UDF must be distributed if document is used locally  COM meets.NET  Client Side is still built on COM Architecture  Server Side Excel Services are new and use the.Net Framwork  „Different“ Assemblies are required MOSS, BDC, Forms Server and BI26

© 2006 COM (XLL) XLL XLL Wrapper Managed Code Managed Code (UDF) Server Client Excel Server Managed Code Managed Wrapper XLL Wrapper-Classes for UDF‘s MOSS, BDC, Forms Server and BI27

© 2006 Connection Libraries  Excel may need to get data from a backend system  E.g. Analysis Services  Connection information can be centrally stored and managed in „Connection Libraries“ MOSS, BDC, Forms Server and BI28

© 2006 MOSS, BDC, Forms Server and BI29 Agenda  Content Types  InfoPath Forms Services  Business Data Catalog  Excel Services  Business Intelligence Portal  Templates  Features and Controls Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006 BI Template  A Bunsiness Intelligence Site can be created using the „Report Center“ Template  Contains all the necessary Controls MOSS, BDC, Forms Server and BI30

© 2006 Sample Dashboard List of standard Reports Output of a Report KPI‘s Document Library HTML Excel-View Filtering

© 2006 KPI Lists TC SQL Server 2005 Client Tools and Outlook (R2.0)32  A list of KPI‘s can be maintained  Just a list of KPI‘s, not a tool to manage a Balanced Score Card  If possible Analysis Services should be used  Central place to manage  MDX support  Easy to integrate in Microsoft ScoreCard Manager

© 2006 Business Scorecards Architecture Scorecard Applikation Business Analysts Business Definition Authoring Solution Builder Desktop Application Office Scorecard Webpart Office Report Viewer Webpart Scorecard Reporting, Analysis und Collaboration Business Decision Maker Web Components Reporting Services 2005/2000 Daten Plattform Meta Daten MOSS, BDC, Forms Server and BI33

© 2006 Business Scorecards Architecture Scorecard Applikation Business Analysts Business Definition Authoring Solution Builder Desktop Application Office Scorecard Webpart Office Report Viewer Webpart Scorecard Reporting, Analysis und Collaboration Business Decision Maker Web Components Reporting Services 2005/2000 Daten Plattform Meta Daten MOSS, BDC, Forms Server and BI34

© 2006 Data Warehouse (SQL Server 2005 RDBMS) Integration (SQL 2005 IS) Analysis (SQL 2005 AS) Reporting (SQL 2005 RS) End-user Analysis (Excel 2007) Portal and Collaboration (SharePoint 2007) Scorecarding, Budgeting, Planning (PerformancePoint 2007) On the top MOSS, BDC, Forms Server and BI35

© 2006 Roadmap to Performance Point Server MOSS, BDC, Forms Server and BI36

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)37

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)38

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)39

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)40

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)41

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)42

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)43

© 2006 TC SQL Server 2005 Client Tools and Outlook (R2.0)44

© 2006 Conclusion  Flexible and comprehensive „Front End Middleware“  Focus on Web technology  But not only  Smart Clients have still their place (Offline, optimal uses of local resources)  Fast results without huge programming effort  Extensible platform MOSS, BDC, Forms Server and BI45

© 2006 Next Steps MOSS, BDC, Forms Server and BI46

© 2006 Further Trainings MOSS, BDC, Forms Server and BI47 Wettbewerb