Organizing sites and topics with share point portal server


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Organizing sites and topics with share point portal server

  1. 1. Howard Crow Program Manager SharePoint Portal Server OFC331 Organizing Sites And Topics With SharePoint Portal Server 20mg
  2. 2. SharePoint Investments Smart Connected Workspaces <ul><li>Consistent rich experience – users, developers, and IT </li></ul><ul><li>Smart connections – people, teams, topics, divisions, etc. </li></ul><ul><li>Flexible deployment – bottoms-up, centralized, hybrid on large scale farms </li></ul>Individual Enterprise Division Team
  3. 3. SharePoint Investments Team Collaboration Solution well beyond file server Scalable Workspace Platform <ul><li>SharePoint Services </li></ul><ul><li>Collaboration </li></ul><ul><li>Document Collaboration </li></ul><ul><li>Flexible Lists </li></ul><ul><li>Web Part Pages </li></ul><ul><li>Personalization </li></ul><ul><li>Life Cycle Management </li></ul><ul><li>Scale-Up/Out Foundation </li></ul>Enterprise Portal Solution built on top of Windows SharePoint Services Hub and Aggregator for SharePoint personal, team and portal sites <ul><li>SharePoint Portal Server </li></ul><ul><li>News and Links </li></ul><ul><li>Site Directory and Connections </li></ul><ul><li>Audience Targeting </li></ul><ul><li>Personal Sites </li></ul><ul><li>Index, Search and Alerts </li></ul><ul><li>Single Sign-On </li></ul><ul><li>BizTalk Integration </li></ul>ASP.NET
  4. 4. Organizing Information Evolution <ul><li>SharePoint Portal Server 2001 </li></ul><ul><ul><li>Dashboard & Web Part Based Sites </li></ul></ul><ul><ul><li>Category Hierarchy </li></ul></ul><ul><ul><li>Publishing Model </li></ul></ul><ul><ul><li>News & Links “Applications” </li></ul></ul><ul><li>Customer Feedback </li></ul><ul><ul><li>Publishing & Organization Applications </li></ul></ul><ul><ul><li>Scaleable .NET Based Site Framework </li></ul></ul><ul><ul><li>Deep Customization & Personalization </li></ul></ul>
  5. 5. Rich Publishing And Organization Applications Topics, News, And Sites
  6. 6. Topics <ul><li>Managed Space for subject matter expert </li></ul><ul><li>Community based submission model </li></ul><ul><li>Discussions, Documents, tasks and other lists </li></ul><ul><li>Inline Editing </li></ul><ul><li>Grouped and Ordered links </li></ul><ul><li>Add people as expert contacts </li></ul><ul><li>Security managed at Topic level </li></ul><ul><li>Save from Microsoft Office 2003 or post from SharePoint Site </li></ul>
  7. 7. News <ul><li>Publishing Embargo & Expiration </li></ul><ul><li>Rich Text editing </li></ul><ul><li>One-step Approval Cycle </li></ul><ul><li>Audience targeting </li></ul><ul><li>Inline Editing </li></ul><ul><li>Extended with Lists and Microsoft Office InfoPath 2003 Forms Libraries </li></ul>
  8. 8. Site Registry <ul><li>Web Site White Pages </li></ul><ul><ul><li>Pivotable list of sites </li></ul></ul><ul><ul><li>Extensible Meta Data & Topics </li></ul></ul><ul><ul><li>Search scoped to registered site content </li></ul></ul><ul><li>Self Service SharePoint Site Creation </li></ul><ul><ul><li>Users create their own sites </li></ul></ul><ul><ul><li>Full site content searching (approved) </li></ul></ul><ul><ul><li>Parent Portal Connections </li></ul></ul><ul><li>Existing Site Registration </li></ul><ul><ul><li>Full site content searching (approved) </li></ul></ul><ul><ul><li>File shares, HTTPS, Extranet/Intranet sites </li></ul></ul>
  9. 9. Portal Connections <ul><li>SharePoint Sites Connected to Portal </li></ul><ul><ul><li>“ Parent Portal” registered upon provisioning </li></ul></ul><ul><ul><li>Name and URL saved in team site </li></ul></ul><ul><li>From a Team Site: </li></ul><ul><ul><li>Navigate back to “Parent Portal” </li></ul></ul><ul><ul><li>Submit List or Document to Portal </li></ul></ul><ul><ul><ul><li>Area or Topic </li></ul></ul></ul><ul><ul><ul><li>my Page QuickLink </li></ul></ul></ul><ul><ul><li>Search on the portal </li></ul></ul><ul><ul><li>View Rich people profiles on the Portal </li></ul></ul>
  10. 10. Topic, News, And Sites demo
  11. 11. Scaleable Portal Site Architecture .NET Portal
  12. 12. Shared Site Framework <ul><li>Collection of Windows SharePoint Sites </li></ul><ul><ul><li>Sub-second ASPX page rendering </li></ul></ul><ul><ul><li>Web Part Pages and .NET Web Parts </li></ul></ul><ul><ul><li>SharePoint Lists & Collaboration </li></ul></ul><ul><ul><li>Integrated security & Admin OM </li></ul></ul><ul><ul><li>Microsoft Office, FrontPage & Visual Studio Editing </li></ul></ul><ul><li>Additional Portal Services </li></ul><ul><ul><li>Areas & Listings </li></ul></ul><ul><ul><li>Profiles and Audiences </li></ul></ul><ul><ul><li>Enterprise Search </li></ul></ul>
  13. 13. Scaleable Portal Areas <ul><li>Massive scale </li></ul><ul><ul><li>V1.0 – 700 Categories </li></ul></ul><ul><ul><li>V2.0 – 250,000 Areas </li></ul></ul><ul><li>Areas are the Site Backbone </li></ul><ul><ul><li>Drives all site Navigation </li></ul></ul><ul><ul><li>Backed by special SharePoint sites </li></ul></ul><ul><ul><li>Built on .NET managed code & SQL </li></ul></ul><ul><li>Areas are a Logical Layer </li></ul><ul><ul><li>Organize Area Site Hierarchy </li></ul></ul><ul><ul><li>Arrangement of Aggregating Listings </li></ul></ul><ul><ul><li>Taxonomy storage </li></ul></ul>
  14. 14. Portal Listings <ul><li>Aggregate and Organize Content </li></ul><ul><li>Audience Targeting </li></ul><ul><li>Approval Model </li></ul><ul><li>Can Contain Content </li></ul><ul><li>Deep crawled by search </li></ul><ul><li>Managed for individual area or entire site </li></ul><ul><li>Programmable </li></ul><ul><ul><li>SOAP </li></ul></ul><ul><ul><li>Managed Code </li></ul></ul>
  15. 15. Search Integration <ul><li>Unified Browsing and Searching </li></ul><ul><ul><li>Navigation scoped searching </li></ul></ul><ul><ul><li>“ Search in this Topic” </li></ul></ul><ul><ul><li>All area web contents are crawled </li></ul></ul><ul><li>Topics as Search Results </li></ul><ul><ul><li>Can be excluded </li></ul></ul><ul><ul><li>Security is honored </li></ul></ul><ul><li>Items as Search Results </li></ul><ul><ul><li>Tagged with Topic </li></ul></ul><ul><ul><li>Full-text crawl </li></ul></ul><ul><ul><li>Joined with Item title and description </li></ul></ul><ul><li>Topic Assistant suggestions </li></ul>
  16. 16. Scaleable .NET Portal Architecture demo
  17. 17. Customizing And Personalizing The Portal Top 6 Tasks
  18. 18. Styling the Site <ul><li>Editing Pages </li></ul><ul><ul><li>Use Microsoft FrontPage 2003 or Microsoft Visual Studio.NET </li></ul></ul><ul><ul><li>Page types – templates, front end, DB </li></ul></ul><ul><li>Changing Styles </li></ul><ul><ul><li>SPS.CSS for portal </li></ul></ul><ul><ul><li>OWS.CSS for team sites </li></ul></ul><ul><li>Updating the Logo </li></ul><ul><ul><li>Overwrite file in “images” folder </li></ul></ul><ul><ul><li>Change Portal Setting in UI </li></ul></ul>
  19. 19. Managing Security <ul><li>Area is the atomic security Unit </li></ul><ul><ul><li>Per area rights management </li></ul></ul><ul><ul><li>Honored by all Site Navigation </li></ul></ul><ul><ul><li>Inherited </li></ul></ul><ul><li>Performance Tweaks </li></ul><ul><ul><li>“ Make Public” </li></ul></ul><ul><ul><li>Security Caching </li></ul></ul><ul><li>Adding Users </li></ul><ul><ul><li>Use NT groups for aggregating users </li></ul></ul><ul><ul><li>Add NT groups as users to portal </li></ul></ul>
  20. 20. Targeting Content <ul><li>Publish content for specific audiences </li></ul><ul><ul><li>Portal News </li></ul></ul><ul><ul><li>Navigation/Links </li></ul></ul><ul><ul><li>Applications (ex. Headtrax for managers) </li></ul></ul><ul><ul><li>Targeting API for developing apps </li></ul></ul><ul><li>Define very specific audiences based on </li></ul><ul><ul><li>Profile properties </li></ul></ul><ul><ul><li>Organizational Hierarchy </li></ul></ul><ul><ul><li>Distribution Lists </li></ul></ul><ul><ul><li>NT Security Groups </li></ul></ul>
  21. 21. Editing Navigation <ul><li>WYSIWIG Creation and Arranging </li></ul><ul><ul><li>Areas and Listings </li></ul></ul><ul><li>4 Core UI controls </li></ul><ul><ul><li>Vertical & Horizontal Navigation </li></ul></ul><ul><ul><li>Areas </li></ul></ul><ul><ul><li>Listing Summary </li></ul></ul><ul><li>All parts can be hard anchored (GUID) </li></ul><ul><li>Multiple levels can be shown </li></ul>
  22. 22. Web Part Pages <ul><li>Flexible Web Part Publishing </li></ul><ul><ul><li>Customized </li></ul></ul><ul><ul><li>Personalized </li></ul></ul><ul><ul><li>Audience Targeted </li></ul></ul><ul><li>Web Part Features </li></ul><ul><ul><li>Web Part Connections </li></ul></ul><ul><ul><li>Data Bound Web Parts Using SSO </li></ul></ul><ul><li>Manageable Personalization </li></ul><ul><ul><li>Set per portal, area, page or zone </li></ul></ul><ul><ul><li>Zones Locked down individually </li></ul></ul>
  23. 23. Custom Portal Apps <ul><li>Area Templates </li></ul><ul><ul><li>Special Web Templates – Integrated security </li></ul></ul><ul><ul><li>Stored on front end servers </li></ul></ul><ul><ul><li>Unique Lists & Doc Libs per area </li></ul></ul><ul><ul><li>Common security across area web </li></ul></ul><ul><ul><li>Area can be pointed at arbitrary web page </li></ul></ul><ul><li>Make your own templates </li></ul><ul><ul><li>Copy existing template on front end </li></ul></ul><ul><ul><li>Make changes (ONET.XML) </li></ul></ul><ul><ul><li>Add your new template file into webtempsps.xml </li></ul></ul><ul><ul><li>IIS reset </li></ul></ul>
  24. 24. Customizing And Personalizing The Portal demo
  25. 25. SharePoint Products and Technologies At TechEd <ul><li>Ask the Experts </li></ul><ul><li>Partner Booths and Theater </li></ul><ul><li>SharePoint Development and Deployment sessions – check the CommNet </li></ul><ul><li>6 Hands on Labs </li></ul><ul><ul><li>Introduction to SharePoint Portal Server 2003 </li></ul></ul><ul><ul><li>Managing SharePoint Portal Server 2003 Content and Navigation </li></ul></ul><ul><ul><li>SharePoint Portal Server 2003 People and Personalization </li></ul></ul><ul><ul><li>Using Windows SharePoint Services with Office 2003   </li></ul></ul><ul><ul><li>Using FrontPage 2003 to Customize SharePoint </li></ul></ul><ul><ul><li>Creating Web Parts for SharePoint </li></ul></ul>
  26. 26. SharePoint Resources <ul><li>Evaluate Windows SharePoint Services and SharePoint Portal Server 2003 Betas </li></ul><ul><li>Download technical documentation and Software Development Kits from our Developer Center </li></ul><ul><li>Find and contribute Web Parts and templates to the Web Component Directory   </li></ul><ul><li> </li></ul><ul><li>Visit our community websites </li></ul>
  27. 27. Questions?
  28. 28. © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.