E C M theperfect future.com a web 2.0 company Sharepoint Portal 2007 Managing your portal with Site Content Types and Workflows Saurabh Verma Workflow Architect The Perfect Future.com

Agenda – Customer Challenges – SharePoint Vision – Site Content Types – Workflows – Questions

Customer Challenges

Today’s IT Challenges Employee Self Service Portal Project “X” Site Business Intelligence Dashboard Extranet Collaboration Site Custom SAP Front-End Geneva Office Site Knowledge Management Portal B2B Supply Chain News/Alerts R&D Community Customer Service Site Regulatory Compliance Repository Corporate Web Presence Team “ABC” Site Sales Division Portal Weekly Issue Tracking Meeting

SharePoint Vision HR, Finance, etc. Team Collaboration Personal Enterprise Portal Internet Presence EmployeesCustomersPartners Business Applications (SAP, data warehouse, custom...) XML Web Services A unified, enterprise-ready solution that boosts organizational effectiveness by: making information and knowledge sharing intuitive and easy controlling and reusing content while reducing information management risk enabling faster and more insightful decision making

Technology Convergence SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services “v3” Office “12” SharePoint Servers Portal, Web Content Management, and More

SharePoint Feature Areas Docs/tasks/calendars, blogs, wikis, integration, project management “lite”, Outlook integration, offline docs/lists Collaboration BusinessIntelligence Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability, contextual relevance, rich people and business data search Rich and Web forms based front-ends, LOB actions, pluggable SSO 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 Business Forms Search ContentManagement PlatformServices Workspaces, Mgmt, Security, Storage, Topology, Site Model

SharePoint v2/2003 Pain Points Multi-LingualAuthenticationExtranet Fine-Grained Access Control Workflow Backup / Restore AggregationNavigation Tasks & Calendar Sync Site Customization Offline CMS confusion Search Metadata Management Usage Reporting AD/AM Support Listings Usability Superset Doc Library Features vs. SPS 2001

Pain Points Addressed Multi-Lingual – Language Packs, per-Web languages Authentication – ASP.Net Pluggable auth, Forms auth Extranet – ADFS, Reverse-Proxy, Alternate Access URLs Fine-Grained Access Control – Item-level Security Workflow – Windows Workflow Foundation Backup / Restore – Recycle bin, VSS support Aggregation – Cross-web list part Nav – Improved Look & Feel, Security-trimmed UI Site Customization – ASP.Net Master Pages PlatformServices

Collaboration Collaboration

Collaboration Core improvements Tracking and project management Document library improvements Anywhere access Outlook integration Keeping informed with Alerts and RSS Mobility Community and Communication Wikis & Blogs and Discussions People and Groups Collaboration

Document Library Improvements Check-out documents locally Offline document libraries in Outlook Major/Minor version tracking Version management Multiple content type support Tree view support Collaboration

Collaboration Pain Points Addressed Tasks & Calendar Synchronization – Two-way Outlook Synchronization Offline documents with Outlook Aggregation Collaboration

Content Management ContentManagement

Document Management Workflow Policy and Compliance Web Content Management ContentManagement

Content Types ContentManagement A content type is an object that is stored within MOSS that defines several elements of a piece of content, including: Document Template that the content will be based on Columns that the content will have associated with it (metadata) Workflows that the content will use Information Management policies that apply to the content Conversion types for the content

E C M theperfect future.com a web 2.0 company Conten t Manag ement Content ManagementContent ManagementContent ManagementContent Management

Workflow ContentManagement Workflow is a concept for describing a set of steps and conditions that a certain process can have for ensure the accomplishment of several rules that are enforce in any aspect of a business. Workflow can be applied in SPS 2007 to site content types

Workflow ContentManagement By Default SPS provides us 4 types of Workflow: Approval Collect Feedback Collect Signatures Disposition Approval

E C M theperfect future.com a web 2.0 company Conten t Manag ement Content ManagementContent ManagementContent ManagementContent Management

E C M theperfect future.com a web 2.0 company Questions

For more information: Saurabh Verma ContentManagement

1. In which year Sharepoint was introduced; A) 2000 B) 2001 C) 2002 D) 2003

2. Which version of Sharepoint supports; custom Site Content Types? A) 2004 B) 2005 C) 2006 D) 2007

3. Which version of Sharepoint supports Workflow A) 2004 B) 2005 C) 2006 D) 2007

4. By default, Sharepoint provides how many workflow types A) 3 B) 4 C) 5 D) 6

How to Participate Please send your responses to Subject = “Microsoft Webcast Contest – Sharepoint Portal 2007 "

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