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

Collaboration and Document Management with the 2007 Microsoft Office System

© 2006 Microsoft Corporation. What do you need to run WSS 3.0? 10/03/20163 SQL Server 2000 / 2005 / MSDE / SQL Server Express.NET 3.0 (.NET WinFX runtime Components) Windows Server 2003 (SP 1)

© 2006 Microsoft Corporation. Architectural Changes ●WSS 3.0 at the level of IIS works very different ●WSS 3.0 is now a good ASP.NET 2.0 citizen 10/03/20164 WSS v2 ISAPI Filter IIS Processing ASP.NET Processing WSS v3 IIS Processing ASP.NET 2.0 Processing SharePoint-specific HttpModules and HttpHandlers ASP.NET 2.0 Processing SharePoint-specific HttpModules and HttpHandlers

© 2006 Microsoft Corporation. ASP.NET 2.0 Integration ●WSS extends ASP.NET using extensibility options of ASP.NET 2.0 (HttpModules and HttpHandlers) ●No problems with pages coming from the database instead of the file system (thx to virtual provider) ●Use of ASP.NET 2.0 Web Part infrastructure ●Every site is associated with a master page defining the look and feel and the hosting of the navigation controls ●Navigation and authentication based on ASP.NET 2.0 provider model with rich support out-of-the-box 10/03/20165

© 2006 Microsoft Corporation. Preparing a Web Server to host WSS sites ●Create an IIS Web Application (a.k.a. Virtual Server) –Either directly via the IIS console, –Or via SharePoint 2.0 Central Administration ●Extend the IIS Web Application –Adds the configuration in the configuration database –Creates folder structure –Creates web configuration files –No more ISAPI filter ! 10/03/20166 IIS Web Server IIS Web App

DEMO Extending an IIS Web Application

© 2006 Microsoft Corporation.10/03/20168 Site Collections and Sites ●Every extended IIS Web Application can host one or more site collection ●Site collections are boundaries for –Sites (one top-level site and many many sub sites) –User administration –Namespace –Administration and configuration –Content storage ●Sites are based on templates –OOB templates (site definitions) –Extensible ●Custom site definitions ●Save as template IIS Web Server IIS Web App

DEMO Creating a Site Collection and WSS Sites

© 2006 Microsoft Corporation.10/03/ Configuring and Managing Sites ●Administration at three levels –Level of the IIS Web Application via SharePoint 3.0 Central Administration –Level of the Site Collection via Site Settings of root site –Level of the Site via Site Settings ●Sites provide storage containers for content –Lists store items (e.g. Tasks, contacts,...) –Libraries store documents (e.g. Word documents, InfoPath forms,...) ●Site hierarchy is visualized in the UI via the navigation controls –Top-level navigation via link bar –Breadcrumbs –Quick launch –Treeview –Navigation controls can be configured via Site Settings

© 2006 Microsoft Corporation. Master Pages ●Every site is working with a master page ●Master pages define the look-and-feel together with the navigation controls ●Master pages are stored in the master page gallery ●Option to customize the master page using the Microsoft SharePoint Designer 10/03/201611

DEMO Child Sites, Navigation Controls and Master Pages

© 2006 Microsoft Corporation.10/03/ User Management ●Authentication –Windows authentication –Forms authentication –Web Single Sign-On ●Authorization –Site Collection –Individual Site –Lists and Libraries –List Item and Document ●Users play a certain role in a SharePoint site –Permissions –Permission Levels or Role Definitions –SharePoint Groups

DEMO User Management in WSS v3

© 2006 Microsoft Corporation. Enhancements to Lists and Libraries ●New or modified column types ●Column indexing ●Extensible column types ●Enhanced versioning ●Site columns ●Content types

© 2006 Microsoft Corporation. Changes to the Column Types ●Lookup field has been enhanced with multi-selection option ●Append only fields ●Enhanced rich text ●Person or group field ●Improved calculation field

DEMO New Column Types

© 2006 Microsoft Corporation. Column Indexing ●WSS v2 –Problems handling large collection of items efficiently ●WSS v3 –No more restrictions –Increase the performance by creating indexes on columns ●Implementation –Name Value Pair (NVP) Index –New SQL Server table created for storing custom index –Used to filter set of data to the items we need to query

© 2006 Microsoft Corporation. Versioning ●List items as well as documents can be versioned ●Document can have minor and major versions –Minor (e.g. 1.1)  draft version –Major (e.g. 2.0)  published version –Version status can be used for hiding/displaying document, in approval, scheduling and other workflow scenarios ●Version pruning now supported ●Version history page shows metadata changes ●Smart clients also display and let you manage the version information

DEMO Versioning

© 2006 Microsoft Corporation. Site Columns ●Central, reusable model for column definitions ●Scoped at the site collection level in the Site Column Gallery ●Once created, use it in any list or library ●Changes to the site column can be pushed to the lists and libraries making use of it

© 2006 Microsoft Corporation. Content Types ●A reusable collection of settings you want to apply to a certain category of content –Metadata –Behaviors ●Created at site collection level ●Inheritance Document Report Sales Report Marketing Report Legal Report

© 2006 Microsoft Corporation. Content Types can Include… ●Columns to represent metadata or properties ●A document template on which to base documents of this type ●Custom forms for New, Edit, and Display use with content type ●Event handlers ●Workflows available for items of this content type ●Retention policies ●An instance of a custom property bag provision for each list for per-list parameters and custom solutions

© 2006 Microsoft Corporation. Using Content Types ●Switch list/library to enable multiple content types ●Add one or more content types ●New button –Shows different content types –Administrator can change order and hide/display content types ●Changes done at the content type level are immediately affecting lists/libraries by default Reports Doc Lib Sales Reports Marketing Reports Legal Reports

DEMO Site Columns and Content Types

© 2006 Microsoft Corporation. Operating System Services ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security,... Database Services Search Services WSS Platform Services Storage Security Management Deployment Site Model Extensibility Applications and Services Shared Services (Site Model+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Excel Services, Single Sign-On Service Collaboration Doc Collab, Wikis, Discussions, Blogs Contacts/Cals, Tasks, Int., Outlook Int., Project Mgmt ‘Lite’ Offline Lists/Docs Portal Intranet template, News, Site Dir, My Sites, People Finding, Social Networking, Privacy Search Search center, Relevance, Biz Data Search, Metadata, Customizable UX, Extensibility ECM Authoring, Workflow, Web Publishing, Doc Mgmt, Records Mgmt, Policies, Multi-language Biz Processes InfoPath Forms Services, Real-Time Data Validation, LOB Integration, LOB actions, Pluggable SSO BI Excel Services, Report Center, Dashboards/KPIs, Biz Data in WPs, Biz Data in Lists, SQL RS/AS integr. SharePoint Technology Stack

© 2006 Microsoft Corporation. Shared Services Indexing and Search People Management Business Data Catalog Excel Services Usage Reporting SPS 2003 uses 1st generation shared services model  One portal is selected as "Master" portal  Other portals use shared services of master portal MOSS 2007 isolates shared services from portal  Services are now really shared  Resource optimization and flexibility  Delegation of administration

© 2006 Microsoft Corporation. Customer Pain Points - Search

© 2006 Microsoft Corporation. Enterprise Search Strategy Improve productivity by instantly connecting people to the right information and experts where you work Team Division Enterprise Extranet Internet Presence The Individual Design Imperatives Pervasive Comprehensive Relevant Secure & Scalable

© 2006 Microsoft Corporation. MOSS 2007 Solutions 10/03/ ●Intranet Portals ●Extranet Portals ●Internet Sites

© 2006 Microsoft Corporation. Portal Data Model ●Portals are a collection of WSS Webs –The Webs are arranged in a hierarchy –Hierarchy controls navigation and security ●SPS2003 Areas are now based on the WSS Webs construct for containership ●Each Web has a document library for pages ●Pages are based on page layouts (a.k.a. Templates)

DEMO Collaboration Portals

© 2006 Microsoft Corporation. User Profiles ●User profiles hold information about site users –Information used to describe users to each other –Information users to target information to interested parties ●Office Server maintains user profiles in SQL Server –Profile data can be imported from Active Directory of LDAP –Profile data can be extended with custom properties –Custom properties can be multi-valued –Custom property can be defined with open or closed choice list –Custom properties can be based on serializable objects ●What features rely on user profiles? –Audience targeting –My Site infrastructure

© 2006 Microsoft Corporation. Audiences ●Audience involves creating rules and then compiling –Rules define what user accounts should be included or excluded –Compilation process adds users to audience table in SQL Server

© 2006 Microsoft Corporation. Personal Sites ●Richer Information –SharePoint sites roll-up –Documents and Tasks –Colleagues –Self-configuring OWA parts ●Your own site – really! –Add your own web parts –Granular privacy control over profile and content –Customize in SharePoint Designer 2007 ●Leverage all Windows SharePoint Services features –Offline docs and calendar in Outlook 2007 –Personal blog –RSS feed

DEMO People Management

© 2006 Microsoft Corporation. Upgrading 10/03/ ●Upgrade to WSS SP2 ●Start installing and testing the prerequisites ●Test your disaster recovery plan ●Run the WSS pre-upgrade scan tool

© 2006 Microsoft Corporation. Upgrade Options 10/03/ Upgrade Approach AdvantagesDisadvantages In-Place Easiest upgrade option Uses existing hardware The farm is offline during the upgrade No option to revert back to v2 Gradual Enables a multiphase upgradee v2 is available to revert Uses existing hardware Redirect of v2 URL during upgrade may fail for clients Memory & storage intensive Content Database Migration v2 is not affected by the migration Creates a new farm on new hardware More complex Involves many manual steps with a higher risk of error

Questions?

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