Introduction WSS 3 and MOSS 2007

Introduction to Windows SharePoint Services 3 and Office SharePoint Server 2007 for Developers Olaf Feldkamp Developer Platform Advisor Microsoft Schweiz GmbH

Agenda

Introduction to 2007 Office system

Windows SharePoint Services 3

Collaboration Solution

Document Storage

Web Development Platform

Office SharePoint Server 2007

Portal

Search

ECM

Office system Feature Areas To meet the organizational needs for the New World of Work Knowledge Discovery and Insight Enterprise Content Management Collaboration Fundamentals Information Worker Solutions Personal Productivity

Innovation in 2007 Office Clients  New Microsoft Office user interface  Powerful new application capabilities  Office open XML file formats  Integration w/ Office SharePoint Server 2007  Advances in deployment and management

New Microsoft Office User Interface VSTO 2005 SE: just released

Application-level add-in support for Office 2003/2007 Standard and Professional apps

Outlook, Excel, Word, PowerPoint, InfoPath 2007 and Visio

Design-time and runtime support for key 2007 Office System features:

Ribbon

Custom Task Pane

Outlook forms regions

Free add-on on MSDN to Visual Studio 2005

SharePoint Technology Vision Employees Customers Partners Information sharing Controlling content Decision making Unified, enterprise-ready solution boosting organizational effectiveness Web Services HR, Finance, etc. Team Collaboration Personal Enterprise Portal Business Applications (SAP, data warehouse, custom) Internet Presence

Agenda

Document Storage

Portal

Search

ECM

SharePoint Products and Technologies Windows SharePoint Services only Collaboration Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

SharePoint Products and Technologies Microsoft Office SharePoint Server 2007 Business Intelligence Collaboration Search Portal Business Forms Content Management 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 Rich and Web forms based front-ends, LOB actions, enterprise SSO Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Enterprise scalability, contextual relevance, rich people and business data search Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

The three faces of WSS 3

Agenda

Document Storage

Portal

Search

ECM

Next-Generation Collaboration Solution

Enhanced UI, improved navigation

Mobility

Outlook integration (offline documents)

Improved meetings/calendars

Project collaboration

Directory integration

Tracking Solutions

Wikis

Blogs

RSS

Blogs

Blogs, Wikis Project Management Mobility

Configuring mobile views No code required

Mobile Pages

Available site definitions after installation of WSS

Standard SharePoint sites

Meeting Web sites

Central admin Web site

Wiki sites

Blog sites

Download WSS 3 SDK

Outlook 2007 Integration

Agenda

Document Storage

Portal

Search

ECM

Document and Data Storage Goals

Nail core document management functionality

Usable & Robust Document Management for the masses

APIs to work hand-in-hand with Servers, Clients

Features

List items and Documents List items

Per-item Security

Versioning

Content Types, Site columns

Recycle Bin (2-stage)

Forced Check-in/out

Large list and cross-list indexing

List capacity improvements (width and length)

Embedded Windows Workflow Foundation

WSS Logical Architecture

Farm (SPFarm)

An installation of one of more Web and back-end servers

Each WSS farm has one and only one configuration DB

Web Application: An IIS Web site extended with WSS

Site Collection: Stored in one specific content DB

Site: same content DB as parent site

SharePoint API SharePoint Web Services

Agenda

Document Storage

Portal

Search

ECM

Web Application Platform

Platform for portal/workspace applications

Example: MOSS 2007

 Partners and customers should do the same

Consistent

User experience across server family

Environment for development and managemen

Facilities for intranet, extranet, Internet deployments

Clean upgrade process due to features

SharePoint Designer or Visual Studio? Custom Coding (if necessary) Web Controls and Parts ASP.NET page coding Event handlers Workflow actions Visual Studio 2005 Web site construction Create lists and doclibs Design Web pages No-code data view/forms No-code workflows Office SharePoint Designer + Browser

Sample SharePoint Applications

Current set of 30 Windows SharePoint Services (v2) app templates already has over 900,000 downloads (Summer 06)

Working on 40+ new templates for V3

Horizontal focus on common roles & tasks

Range from simple single-list apps to full workflow integration and cross-site rollups

Absence Request and Vacation Schedule

Classroom Management

Lending Library

Timesheet and Billing

Event Planning

Web Part Development History

WSS V2

Designed with its own Web Part infrastructure

ASP.NET 2.0

Designed with newer universal Web Part infrastructure

WSS 3

Compatibility for WSS V2 Web Parts

 Supports ASP.NET 2.0 style Web Parts (preferred)

Pros to SharePoint Web Parts

Client side scripting & connections, Web Part data caching

No built-in support for treating user controls (.ascx) as Web Parts

Web Part Security Deploying to GAC or in?

GAC

Assemblies run in any web application, must be signed

Default: Assemblies run with Full Trust

in (subject to partial trust)

Recommended: Create a new trust policy file, point your web.config file at the new file

During development: Raise the trust level of the in directory

<!– web.config in root directory of hosting virtual server --> < configuration > </ system.web > <! -- <trust level="WSS_Minimal" originUrl="" /> -- > < trust level ="Full" originUrl ="" /> </ system.web > </ configuration >

- Add dll to SafeControls in web.config

Deploy dll to /bin Folder

Add Web Part to Web Part Gallery

WSS 3 Enhancements Major Architectural improvements

Better ASP.NET integration

Support for forms-based authentication

Much easier approaches to branding and customizing sites

Events architecture significantly improved

Supported on regular lists as well as document libraries

Multiple handlers on a list

S ynchronous and asynchronous

More events…

More Events…

Item Events

SPItemEventReceiver

ItemAdded/ing

ItemAttachmentAdd/ing

ItemAttachmentDeleted/ing

ItemChecked/ingIn

ItemChecked/ingOut

ItemDeleted/ing

ItemFileConverted

ItemFileMoved/ing

ItemUnchecked/ingOut

ItemUncheckingOut

ItemUpdated/ing

List/Web Events

SPListEventReceiver

FieldAdded/ing

FieldDeleted/ing

FieldUpdated/ing

SPWebEventReceiver

SiteDeleted/ing

WebDeleted/ing

WebMoved/ing

Modular Provisioning: Features!

Extend existing sites, instead of changing Site templates

Combination of list/view/Web Part/ EventHandler/Workflow component/…

Use .CAB for Deployment

Feature Name ID Description Scope Receiver assembly Activation Dependencies Element Manifests Feature.xml Elements.xml Custom Actions Custom Views Content Type Definitions Layouts Pages Modules (files) List Instances List Templates Event Receivers Delegate Controls Web Parts Workflow Bindings

Events Features

Portal

MOSS 2007 specific

Enterprise Portal template

People (Social networking)

My Site

Additional Web Parts

Shared Services, …

Development Opportunity

Components (Web Parts, event receivers, etc.) that support

Privacy policies

Audience targeting

Personalization

Multi languages

Agenda

Document Storage

Portal

Search

ECM

Search What’s new

Top results on first page

Extensive collaboration with Microsoft Research and Windows Live

Enterprise Search different from Internet Search

Less cross-linking being done

Lots of non-Web content – Office docs, line-of-business data, etc.

Features

Query hit highlighting

“ Did you mean” query correction, Alerts, …

Consistent search system across WSS and MOSS

Search

MOSS specific

Enterprise search

MOSS 2007 for Search (standalone version)

Development Opportunity

Customize/extend Search Center

Add tabs, Custom search Web Parts, ..

Customize alerts

Custom search Web service clients

Index custom data

Protocol handlers and IFilters

Business Data Catalog

Business Data Catalog Business Data Web Parts Share-Point Lists Search User Profile Importer Custom Solutions Business Data Catalog ADO.Net Database Web Service Web Service Proxy Data Source Features and applications Features and components Shared service Metadata Database

Business Data Search Search data, not just documents

Scenario: Find an account manager in Siebel

Today

Vertical applications lack full-text search

Many users can’t access vertical apps

MOSS 2007: Search any database or Web service

BDC integrated with Search Center

No need to write custom IFilters or protocol handlers

No need to create HTML representations of data

Indexing a custom storage

Querying an external Database using SharePoint Search

Agenda

Document Storage

Portal

Search

ECM

Enterprise Content Management

MOSS 2007 specific

Policies & Compliance

Records Management

Web Content Management

Parts of

Workflow

Content types

Development opportunity

Workflows

Web Parts for WCM

Event Handlers

Content types

Workflow

Focus on Information Workers

Windows Workflow Foundation (.NET 3.0)

Hosted in WSS, associated with List, Doc Lib or Content Type

Integrated client/server experience

InfoPath forms in Office and on Server

Tasks in WSS, mail and Outlook

Out-of-box workflows

WSS: Moderation, approval

Review, collect signatures, issue tracking, translation, expiration, …

Workflow Scenarios Structured Ad Hoc Microsoft Visual Studio and workflow SDK Office SharePoint Designer workflows Out-of-the-Box Solutions (with customization) Issue Tracking Routing & Approval Review Signature collection List Moderation Publishing Process Document Expiration Document Processes Weekly Status Report Custom Tracking Apps Service Requests Email Notification Exception Handling LOB Integration Purchase Order Processing

Associating a Workflow Out-of-the-box scenario

Workflow Authoring in SharePoint SharePoint Designer or Visual Studio? SharePoint Designer Visual Studio 2005

Activities

Re-use out-of-the box/deployed activities

Workflow Forms

Autogenerated ASPX Forms, can be customized

Deployment

Workflow markup stored in list of target site

Development Model

Wizard-based workflow designer

Sequential workflows only

Activities

Re-use OOB/deployed activities

Create new activities

Workflow Forms

InfoPath, InfoPath Forms Services

ASPX

Deployment

Manual via a SharePoint feature

Assoc. with Content type possible

Development Model

Workflow designer, debugging

Sequential and state machine wfs

Development Model SharePoint Designer

Development Model Programming in Visual Studio 2005

Workflow Forms

Forms are used for

Association (workflows to list)

Initiating workflows (for manual start)

Modification of running workflows

Completing tasks (user edits data)

ASPX Forms (WSS 3 and MOSS 2007)

Server only

InfoPath Forms (MOSS 2007)

Server & Client

InfoPath Workflow Forms On Server and Client

Building Workflows with Visual Studio 2005

Prerequisites:

MOSS 2007, Visual Studio 2005

Visual Studio 2005 Extensions for Windows Workflow Foundation Beta 2.2. Link

2007 Office System Starter Kit: Enterprise Content Management Starter Kit

 Create project of type

“ SharePoint Sequential Workflow Library” or

“ SharePoint State Machine Workflow Library”

Creating a workflow with Visual Studio 2005

Development Steps

Model workflow in Visual Studio 2005

Create and bind Office InfoPath forms

Deploy to MOSS 2007

Generate Metadata files

Feature.XML

Workflow.XML

Install/activate the “Feature”

IISReset

Associate workflow to the list/library

Debug the running workflow

Summary

WSS 3 provides a very powerful

Collaboration solution

Storage platform

Web development platform

MOSS 2007: Solution and platform for

Portals

Search

Document Workflow

Get more information http://www.microsoft.com/office/preview/technologies/ http://msdn.microsoft.com/sharepoint/

Goal

Ensure success when developing with Microsoft Beta Software

Advantages

Free Online Support until February 2007

Hands-on labs at Swiss Software Solution Center

Involvement in Microsoft Marketing activities

Next step

Email to [email_address] (until end of November)

ISV Touchdown Program 2007 Office system or Windows Vista (.NET 3.0)

© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.