Microsoft Office SharePoint 2007 Technical Enablement Tour Patrick Tisseghem (Managing Partner – U2U)

Business Intelligence

© 2006 Microsoft Corporation. Microsoft Office SharePoint Server 2007 Next generation , project management, workflow, blog and wiki support Collaboration BusinessIntelligence Portal Enhanced SharePoint Portal aggregation and personalization Great relevance with rich people and business data search Server-based forms and workflow with smart client and browser interfaces Server-based spreadsheets plus BI portals built on SQL Server Analysis Services Integrated document, records and Web content management Business Processes Unified ASP.NET 2.0 workspace foundation for scalability and extensibility Search ContentManagement Windows SharePoint Services

© 2006 Microsoft Corporation. Agenda ●Excel 2007 Services ●The Report Center ●Dashboards 25/10/20154

© 2006 Microsoft Corporation. BusinessIntelligence BI in the 2007 Office System Users want to use Excel for BI analysis Users want to share and collaborate on spreadsheets and reports IT want managed and secure sharing of spreadsheets and reports Users want to share and collaborate on spreadsheets and reports IT want managed and secure sharing of spreadsheets and reports Excel 2007 MOSS 2007 Excel becomes the end-user BI analysis tool of choice Easy to find and connect to external data Breakthrough PivotTables and PivotCharts Enhanced filtering and sorting New data visualizations Formula based query to BI data Great support for SQL Server 2005 Analysis Services Excel becomes the end-user BI analysis tool of choice Easy to find and connect to external data Breakthrough PivotTables and PivotCharts Enhanced filtering and sorting New data visualizations Formula based query to BI data Great support for SQL Server 2005 Analysis Services SharePoint Servers become the hub for BI on the server Excel Services and Reporting Services in the portal Report Center: out-of-the-box BI portal experience Dashboards, KPIs, and Report Libraries Integrated with Portal, Collaboration, Enterprise Content Management and Workflow functionality SharePoint Servers become the hub for BI on the server Excel Services and Reporting Services in the portal Report Center: out-of-the-box BI portal experience Dashboards, KPIs, and Report Libraries Integrated with Portal, Collaboration, Enterprise Content Management and Workflow functionality

© 2006 Microsoft Corporation. Excel 2007 Services Customer Needs and Challenges ●Distributing spreadsheets to users leads to many versions of the truth ●Excel often doesn’t ‘play’ in the BI dashboard and reporting world because there no live thin solution for sharing spreadsheets ●It is difficult to truly protect the proprietary information in spreadsheets ●Incorporating Excel logic into applications often requires re- coding ●Excel was designed as a client program and is not as robust and scalable on servers (need to offload long-running calc)

© 2006 Microsoft Corporation. Excel 2007 Services An Overview Calculated data and charts Browser Spreadsheets rendered in web parts Set parameters, sort, filter, drill to explore and view the right data High fidelity to Excel client Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Spreadsheets/ Calculated data Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching Office SharePoint Servers & Excel Services Spreadsheets Excel 2007 Design and author Open in Excel for rich exploration and analysis Open snapshots Spreadsheets/snapshots Excel 2007

© 2006 Microsoft Corporation. Excel 2007 Services Scenarios ●Leverage server-side Excel spreadsheets and build custom applications around it –Thin, rich and smart clients –BI portals ●Scenarios –Using server-side Excel logic in applications –Author part of the business logic in Excel –Protect and maintain Excel IP on the server –Automating spreadsheet updates on servers –Refresh external data and parameterize –Process generated spreadsheets –Create, store and deliver snapshots –Custom UI to server-side Excel calculation

© 2006 Microsoft Corporation. Excel 2007 Services What is it? ●A new server code base built on SharePoint platform ●Server-side Excel calculation engine ●Browser access to live, interactive server spreadsheets ●Web service access to server-side Excel calculation

© 2006 Microsoft Corporation. Excel 2007 Web Access Features ●Pure HTML rendering with great fidelity ●Charting – support for all chart types but limited visual effects fidelity ●Interactivity –Sort, filter, outlining, drill up, drill down ●Parameters for what-if analysis, calculation models, and dashboard filtering –Named single cells with values in them

© 2006 Microsoft Corporation. Excel 2007 Services Steps to enable a spreadsheet for web access 1.Add the URL of the doc lib as a trusted location 1.SharePoint Central Administration 2.In Application Management, configure the Farm’s core services 3.In Excel Services Management, add the URL of the doc lib as a trusted file location 2.In Excel 2007, publish to Office Server 1.Decide what worksheets to publish 2.Named ranges can be dynamically populated with values in the browser 3.Give the URL of a document library 3.Users now have Web access to the spreadsheet

DEMO Publishing an Excel Spreadsheet

© 2006 Microsoft Corporation. Excel 2007 Web Services Scenarios ●Using server-side Excel logic in applications –Author part of the business logic in Excel –Protect and maintain proprietary information ●Automating spreadsheet updates on servers –Refresh external data and parameterize –Process generated spreadsheets –Create, store and deliver snapshots ●Custom UI to server-side Excel calculation

© 2006 Microsoft Corporation. Excel 2007 Web Services Remote Excel Calculations ●Follow the previous steps to publish a spreadsheet to Office Server ●Add Web Reference to your.NET application

© 2006 Microsoft Corporation. Excel 2007 Web Services Remote Excel Calculations

DEMO Talking to Excel Web Services

© 2006 Microsoft Corporation. Excel 2007 Services Creating Snapshots ●Leverage Excel 2007 on the server by setting values, recalculate, and then bring part of the data back to the client –Complete worksheet, named ranges, charts –As XML data store in document

DEMO Working with snapshots

© 2006 Microsoft Corporation. Excel 2007 Services Limitations ●Limited extensibility: –No Excel object model –No code behind - VBA, macro –No full add-ins - only managed UDFs ●No embedded objects, including images and Office Art ●No refresh for query tables, SharePoint lists, and XML maps ●Limited list of additional unsupported features

© 2006 Microsoft Corporation. Excel 2007 Services Support for UDF UDF definition Methods in.NET classes, callable from Excel formulas E.g.: =MyUDF(A1, 17, B3:B13) Scenarios Extending Excel's calculation on the server Connecting to custom data sources

© 2006 Microsoft Corporation. Office 2007 Report Center Goals ●With Office 2007, SharePoint Servers become the hub for BI on the server –Excel Services and Reporting Services in the portal –Out-of-the-box BI portal experience –Dashboards, KPIs, and Report Libraries –Integrated with Portal, Collaboration, Enterprise Content Management and Workflow functionality

© 2006 Microsoft Corporation. SQL Server Reporting Services Integration in Office 2007 Servers ●Integrated with Windows SharePoint Services “v3” to enable publishing, viewing, and management of reports ●Office SharePoint Server light up –Report library integration –Dashboards and filter Web Parts ●Integration is interesting because… –New capabilities for Reporting Services users –Great example of deep integration for ISVs

© 2006 Microsoft Corporation. Storing Reports ●Reports have more specific needs than documents –History is very important –Many instances of the same report can exist ●Therefore, Office Server adds a Report Library template –Displays current spreadsheet / report by default –History available via search and list views –Custom profile page –Can be part of Report Center –A list template that can be used anywhere

© 2006 Microsoft Corporation. Viewing Reports Report Viewer Web Part ●Works in both non-integrated mode (via IFRAME) as well as integrated mode ●Remote render in response though callbacks via the click handler –.RDL files are registered in SharePoint Services ●On rendering, callback to SharePoint Services object model to synchronize contents ●Consumes filter part to part connection for specifying report parameter values

DEMO SQL Server Reporting Services Integration

© 2006 Microsoft Corporation. Key Performance Indicators ●Goals –KPIs can be an important instrument in the organization, so let’s make it easier to create them –And let’s use the environment we already know – the portal and team sites –Support KPI types from simple to enterprise class ●Types –Manually entered –SharePoint list –Excel workbook –SQL Server Analysis Services ●Technologies –KPI web part & list –Customizable KPI profile page –Dashboard template focused on KPIs

DEMO Key Performance Indicators

© 2006 Microsoft Corporation. Dashboards ●Dashboards are SharePoint pages ●Dashboard pages are in same document library as spreadsheets and reports ●Types –Generic dashboard –KPI focused

© 2006 Microsoft Corporation. Filtering Scenarios ●Filtering is the natural next step after building a dashboard ●Filter for eastern region, last quarter ●Automatically show just your customers when you load page ●Accept values from query string –

© 2006 Microsoft Corporation. Filtering The Web Parts Display options ●Type in value ●Pick from list ●Tree view ●Hidden Filter value sources User entered value Manual list SharePoint list Analysis Services Bus. Data Catalog SharePoint profile Query string Extensibility Custom providers & consumers Standard interfaces that ship in WSS

© 2006 Microsoft Corporation. Filtering Web Part Consumers ●Excel Web Renderer web part ●KPI List web part ●Business Data catalog web parts ●SQL Reporting Services web part ●List view part ●FrontPage Data Form web part

DEMO Creating Dashboards

© 2006 Microsoft Corporation. What are Policies? ●Automatic behavior that can be enforced on content stored in SharePoint –Most knowledge workers don’t want to think about compliance! ●Supported with new MOSS Policy Framework ●Play a major role in: –Large organizations where control over content needs to be centrally administrated and enforced –Compliance management ●Sarbanes-Oxley ●HIPPA (healthcare) ●DoD (Government)

© 2006 Microsoft Corporation. OOB Information Management Policies

DEMO Labeling a document

© 2006 Microsoft Corporation. Send To ●Problem Description –Document should be accessible from multiple places but there should be one source of the document ●Solution –Document in library can be send to destinations ●One of your choice ●Pre-defined destinations –SharePoint can keep copies in sync with source document

DEMO Send To

© 2006 Microsoft Corporation. What is Records Management? ●Critical and foremost –Prevent “Insufficient Retention” ●Additionally –Reduce “unnecessary retention” 25/10/ Some information must be retained, but we can’t keep everything

© 2006 Microsoft Corporation. Managing Collaborative Spaces Office SharePoint Server Sales Asia Pacific Region Employment Claims Contracts Content Types to classify content Policies to audit and expire information Server side IRM Declared records sent to Records Repository

© 2006 Microsoft Corporation. Records Repository Records Manager Records Repository Contracts Contracts Asia Pacific Region Financials Mortgage Doc Mgmt Systems Records Repository template Transfers document context Configure policies as per retention schedule Configure repository as per file plan Physical Assets /services Interface

© 2006 Microsoft Corporation. Records Repository Sales Controls Asia Pacific Region Employment Claims Override Expiration Policy 11/8/08 HOLDLitware Inc. Sr. Attorney Attorney Search for records to Hold Hold Orders Hold capabilities to override retention polices in the case of litigation

DEMO The Records Repository

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