EBZ361 Integrating Microsoft Content Management Server with Microsoft SharePoint Technologies Arpan Shah & Mike Fitzmaurice Technical Product Managers Microsoft Corporation

Agenda Microsoft’s portal strategy Integration goals Technical preview Long term strategy

What Is A Portal? Unified place that connects people to contextually relevant information, services and applications Delivered by a framework, not a single product Collection of services and applications Distinct needs Shared services

Portal Scenarios E-Commerce Sites Publishing Sites Extranet \ Partner Sites Information Worker Aggregation Sites Farms of Division, Team & Personal Sites Standalone Sites InternetIntranet Mostly Custom Developed Mostly Out-of-Box Shared Site Framework and Tools

Portal Scenarios Internet Commerce Transactional site for direct selling to customers or partners Internet Presence Corporate site delivering information to customers Information Aggregation Employee or partner facing site aggregating information and applications Collaboration Employee or partner facing site facilitating collaboration around information Personal and Team Employee facing site for sharing information with coworkers

Microsoft.NET Framework Connecting people, applications and information in seamless and secure ways.NET framework and server control model Aggregates services and applications Broad platform value Portal capabilities converge in the.NET framework

Microsoft Portal Elements Portal Products and Technologies BizTalk Server Commerce Server Content Management Server Office SharePoint Portal Server Windows SharePoint Services Built using the.NET Framework on the Windows Platform Ongoing integration delivers “better together” value

Content Management Content Publishing and Management Publishing from Web browser and Microsoft Office Content versioning, scheduling, and reuse Multi-audience and device content Tools to empower developers to rapidly create content-rich, highly-dynamic Web applications Managed Publishing API for Content Web Services extensibility Visual Studio.NET IDE Source Code Control Prescriptive guidance and solution sites

Site Development Process Site Managers Web Developers Site Structure Templates Site Design Integration Workflow Rules Security Internet Sites Intranet Sites Extranet Sites Business Managers Business Users / Content Creators Content Creation Publishing Scheduling Archiving Versioning Workflow

CMS 2002.NET Architecture Content Repository User Roles Meta-Data Media files Template Objects Placeholder Objects Content Objects Managed Publishing API User Management Template Management Channel Management Page Management Page Assembly Site Deployment Workflow Meta-Tagging Scheduling Placeholder Server Control ASPX Template SQL Server 2000 CMS ISAPI Filter & Security Service XML Packages To other CMS Servers Commerce Server VS.NET File System Versioning Cache Manager VS.NET Client Content Connector VS.NET Client Authoring Connector Custom Web Service Site Deployment Microsoft Word Web Browser Site Manager HTTP

SharePoint Products and Technologies Smart Connected Workspaces Consistent rich experience – users, developers, and IT Smart connections – people, teams, topics, divisions, etc. Flexible deployment – bottoms-up, centralized, hybrid on large scale farms Individual Enterprise Division Team

SharePoint Products and Technologies Enterprise Portal Solution built on top of Windows SharePoint Services Hub and Aggregator for SharePoint personal, team and portal sites SharePoint Portal Server News and Links News and Links Site Directory and Connections Site Directory and Connections Personal Sites Personal Sites Audience Targeting Audience Targeting Index, Search and Alerts Index, Search and Alerts Single Sign-On Single Sign-On BizTalk Integration BizTalk Integration Team Collaboration Solution well beyond file servers Scalable Workspace Platform SharePoint Services Document Storage and Collaboration Document Storage and Collaboration Flexible Lists Flexible Lists Web Part Pages Web Part Pages Page Personalization Page Personalization Site Life Cycle Management Site Life Cycle Management Scale-Up/Out Foundation Scale-Up/Out Foundation

MCMS/SharePoint Integration Roadmap CIP 1.0 CIP 2.0 Next Integration: Content management, publishing, and collaboration

Integration Scenarios Publishing Content Management Server content within SharePoint Portal Server portals Publishing SharePoint document library content to Content Management Server Internet portals Using SharePoint Portal Server Search with Content Management Server

Publishing CMS Content To SPS: Overview  Rich Web content in SharePoint Portal Server  Editing Web content with Content Management Server Web Author

Arpan Shah Technical Product Manager E-Business Servers Publishing CMS Content To SharePoint Portal Server demo demo

SharePoint Portal Server Content Management Server Viewing requestsAuthoring requests Architecture: Non-Load Balanced

Architecture: Load Balanced SharePoint Portal Server Cluster SharePoint Portal Server Content Management Server Cluster SharePoint Portal Server Search and Indexing Cluster NLB NLB NLB Viewing requestsAuthoring requestsSearch requests

Publishing CMS Content To SPS: Implementation 1. Install SharePoint Portal Server 2. Install Content Management Server 3. Install integration code. 4. Add CMS Web part to Web part page 5. Configure Web part 1. Specify CMS server 2. Specify CMS channel 3. Specify any view options 4. Save configuration 6. Ensure any users with access to Web part have access rights to CMS channel Content authoring and viewing servers

Authentication And Authorization Windows integrated authentication which enables automatic logon to portal and content Users must be set up in both systems

WSS/CMS Scenario Overview A CMS site author wants to include document content from a SharePoint site document library

Tier 1: Workgroup Collaboration Tier 2: Approval and Publishing Windows SharePoint Services Intranet Content Management Server Web

Before Document stored in SharePoint site’s document library, complete with metadata

After Document rendered as attachment Properties rendered according to template Text rendered from other placeholders on the page

Arpan Shah Technical Product Planner E-Business Servers Publishing SharePoint Document Library Content To Content Management Server demo demo

WSS/CMS Components WSS Placeholder Server Control Retrieves SharePoint library content and metadata and stores it (copy or link) in CMS SharePoint-specific XML- based placeholder Documents (e.g., Word, PDF) Images (e.g.,.jpg,.gif) XML files (e.g., InfoPath forms) Provides UI for locating and accessing SharePoint content Renders document and properties at runtime based on style sheet Attachments Inline display (for images) HTML (for WML and InfoPath-produced XML files) Layout rendering scripts

WSS/CMS Components WSS Placeholder Object Allows developer direct access to data stored in CMS placeholder Enables template customization without needing to touch the placeholder server control Synchronization Reports Batch Updates

Architecture: WSS And CMS Firewall SharePoint Portal Server and Windows SharePoint Services MCMS Content Authoring and Staging Environment (includes placeholder server control & placeholder object) MCMS Production Environment

WSS/CMS Use Case Preconditions: Document Library in a SharePoint site. Author has rights to read documents CMS template that includes a SharePoint document library placeholder server control and placeholder object Layout scripts that render SharePoint site- stored document and properties

WSS/CMS Use Case 1. Logon to CMS and invoke web author in edit mode 2. Select template, fill in Web page content 3. Use SharePoint site placeholder control to navigate to site 4. Choose item from SharePoint document or image library 5. Observe document properties and confirm selection 6. Select rendering layout for WSS content & save CMS page 7. CMS web page uses layout script to render the SharePoint site document 8. CMS remembers the mapping between this CMS page and the corresponding document in the SharePoint site 9. Author submits the page to be approved and logs off

Search Overview Including CMS content in enterprise wide searches Indexing CMS content from SPS Accessing SPS search Web service from CMS applications

Mike Fitzmaurice Technical Product Manager Information Worker Servers Configuring And Executing Search demo demo

Search SPS crawls Web content, indexes metatags, and creates full text index Uses standard http: protocol handler Special handling for ASP.NET pages Set CMS site as a HTTP content source Site path rules for property mapping URL translation for form-secured content SPS as search engine on CMS site CMS server control calls SPS Web service CMS Authentication is used to display results

Configuring Search CMS: Create the custom properties for meta tagging CMS: Include meta tags for generation script templates CMS: Assign custom property values to Content Management Server postings CMS: Configure user access to enable SPS search service to crawl site SPS: Create content source and site path rule SPS: Configure document profile properties to enable search service to recognize the custom properties SPS: Index the CMS site

What’s Next? CIP 2.0 available today Beta program, Fall 2003 Shipping end of 2003 Long-term vision of shared services

Community Resources Newsgroups nity unity/ Samples Got Dot Net : MSDN sites

Community Resources Most Valuable Professional (MVP) Newsgroups Converse online with Microsoft Newsgroups, including Worldwide User Groups Meet and learn with your peers

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© 2003 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.