Web Content Management with MOSS 2007 Patrick Tisseghem

Agenda Introducing Web Content Management Internet-Presence Sites Creation Steps Anonymous Access & Forms Authentication Walk-Through WCM Features Site Hierarchy and Navigation Controls Master Pages, Page Layouts, Field Controls Authoring Pages Site Variations Workflow WCM Web Parts CMS 2002  MOSS 2007

Microsoft Content Management Server 2002 Low TCO/Enterprise CM - Separate content from design Dynamically repurpose and target content for audiences and devices Deliver fast and low-cost site updates and redesigns Provide content versioning, scheduling and reuse Enhance Biz User Productivity – Empowered to Publish Web browser-based rich authoring or direct from Microsoft Word Out-of-the-box and extensible workflow for compliance and quality control Powerful Abilities for IT – Extensible and Interoperable Developers rapidly create content-rich, dynamic Web applications VS.NET integrated providing out-of-the-box server and user controls Templates easily created by dragging and dropping placeholders Managed API leveraging.NET framework and ASP.NET Web Services extensibility Integration with SharePoint Portal Server and Commerce Server ASP.NET

Design Goals Integrate CMS and SharePoint Remove forced choice “CMS vs. SharePoint” Move towards integrated ECM solution Add Internet readiness to Sharepoint Make creation of dynamic, produced websites dramatically faster and easier Lower amount of costly custom code Provide great OOB experience Improve user experience across all features Move CMS customers forward Comprehensive data migration Enable flexible migration plans

WCM in the 2007 Office System Delivered as a set of features with Microsoft Office SharePoint Server 2007 Can be activated for Intranet, Extranet and Internet sites

Creating an Internet Presence Web Site Steps Prepare an IIS Web Application Use SharePoint 3.0 Central Administration to Extend the IIS Web Application Create a Site Collection Create a Site based on Internet Presence Web Site definition

An Internet Presence Web Site

Creating an Internet Presence Site DEMO

Forms Authentication WSS V3 supports ASP.NET forms authentication Allows you authenticate without requiring Active Directory Based on ASP.NET 2.0 pluggable authentication providers ASP.NET 2.0 role providers can optionally be used as well Out-of-the-box Authentication providers ASP.NET 2.0 SQL Server authentication provider LDAP Authentication provider Identity Mgmt App Operating System Identity Store xoxoxWally oxoxMary xoxoxoBob PWDLogin Desktop Windows XP Application Browser Office App Custom App Web Server Windows Server 2003 WSS Intern et Authentication Provider

Configuring Web App for Forms Authentication SharePoint 3.0 Central Administration Change the Authentication Provider for the Web App

ASP.NET 2.0 Membership Provider web.config file configures basic ASP.NET settings Authentication configured for Forms Membership provider is configured Impersonation is set to true (e.g. impersonated IUSR_XXX)

Setting Policy for Web App

Defining Administrator User

Sign In Using Custom Account

Enable Anonymous at Site Level

Add Users

Configuring an Internet Presence Web Site for Anonymous Access and Forms Authentication DEMO

Walk-Through of WCM Features Based on WSS 2007 Features in addition to a number of features that will be activated when going for MOSS 2007 Define hierarchy using sites Navigation controls Master pages Page layouts and field controls Pages Smart client authoring Site Variations Workflow WCM Web Parts

Site Hierarchy In the past a lot of confusion Windows SharePoint Services 2003  sites SharePoint Portal Server 2003  areas Content Management Server 2002  channels In SharePoint 2007 everything is a site

Navigation Dynamic navigation based on site hierarchy Includes webs, pages and authored links Navigation links trimmed based on security, workflow state and publishing schedule

Navigation and ASP.NET Based on the ASP.NET 2.0 navigation model Works with standard ASP.NET 2.0 navigation controls Out-of-the-box Hierarchy navigation provider High performance: provider support runtime object caching

Site Content and Structure

Site Hierarchy and Configuring the Navigation Controls DEMO

Page = Master Page + Page Layout Master page defines how navigation is rendered Page layout ASPX defines how page content is rendered Together they render the full page 1-3 Master pages, Page Layouts to 10 of thousands of pages

Page Layouts Page execution: Page URL requested Page layout executed in content of page Content server controls bind to page fields Rendered page returned Inherited from WSS: Versioning, Check-in/Check-out Content types Access control Workflow

Steps to Create a New Page Layout Create shared columns Create content type Add created columns as columns of the content type In the Master Page Gallery Create new Page Layout file Check-out file and edit in SharePoint Designer Populate the file with content fields Check-in and approve Use the new page layout file

Creating a Page using the Browser In-context web based page authoring Menu-based Web author console Out-of-the-box set of content controls HTML control DHTML-based editor with support for styles Table editing with configurable styles Image control with asset picker Attachment/Link control with asset picker Full page spell checking Content reuse with asset picker

Creating a New Page Layout DEMO

Site Variations Allow for publishing of related sites and pages Multilingual scenario Device targetting Source Site Variation A Variation B Variation C

Site Variations DEMO

Publishing Cycle Workflow based on Windows Workflow Foundation Light-weight approval workflow is active OOB Based on moderation Minor versions need to be approved to become major versions Visitors only see the major (published) versions Workflow can be replaced by custom workflow OOB delivered with MOSS 2007 Designed using SharePoint Designer 2007 Created using Visual Studio.NET 2005

Publishing Cycle DEMO

WCM Web Parts Summary Links Web Part Custom annotated, stylized links Table of Contents Web Part Displays navigation information of your site Content Query Web Part Displays a dynamic view of the content in your site

WCM Web Parts DEMO

CMS 2002 to MOSS 2007 Two phases of migration Content migration (automatic) Application migration (manual) Content migration support two modes Full migration Incremental migration Start with a full migration and then do periodic incremental migrations until you are ready to cut over Incremental allows you to continue using your existing CMS02 installation during migration CMS 2002 and MOSS 2007 can coexist on the same physical farm This allows you complete the migration without having to purchase hardware for a new farm

CMS 2002 Content Migration Content migration tool runs against CMS02 Generates PRIME import packages What counts as content? Channels, postings and all placeholder content Resource galleries and resources Template galleries and template gallery items (not the ASPX files) Rights groups and users Custom properties What will I have after I run the automatic content migration tool? A functioning site with all existing content A set of unbranded page layouts that can be re-branded

CMS 2002 Application Migration Update “white” master page and page layouts generated by the content migration tool Reapply all custom formatting logic e.g. adding custom CSS classes Should only need to touch one master page and a handful of page layouts

CMS 2002 Application Migration Custom code

Agenda Introducing Web Content Management Internet-Presence Sites Creation Steps Anonymous Access & Forms Authentication Walk-Through WCM Features Site Hierarchy and Navigation Controls Master Pages, Page Layouts, Field Controls Authoring Pages Site Variations Workflow WCM Web Parts CMS 2002  MOSS 2007

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