SharePoint Overview
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Presentation given at the HEAT center on 1/19/2011; an Overview of SharePoint. For questions contact Amy at amydpp@gmail.com.

Presentation given at the HEAT center on 1/19/2011; an Overview of SharePoint. For questions contact Amy at amydpp@gmail.com.

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  • 64-bit only allows for greater amounts of RAM, which is definitely needed for SharePoint 2010
  • A little demo showing off the look and feel
  • Just some of the search improvements
  • Should be easier to navigate and find things in Central AdministrationRibbon is here too!
  • Can run certain service apps on each web application/web front end.Also can build your own service applications.

SharePoint Overview SharePoint Overview Presentation Transcript

  • Introducing Microsoft OfficeSharePoint Server
    Amy Phillips
    http://amydphillips.com
  • Objectives
    What is Sharepoint?
    Key capabilities
    Why use Sharepoint?
    Differences between Sharepoint and WSS
    Sharepoint versions (WSS, Standard, Enterprise)
    Administration
    Deployment models
    How to buy Sharepoint
  • Trivia
    How busy are you?
    View slide
  • Trivia # 1
    How much data does a typical worker produce in a year?
    100 megabytes
    500 megabytes
    1 gigabyte
    3 gigabytes
    View slide
  • Answer
    How much data does a typical worker produce in a year?
    100 megabytes
    500 megabytes
    1 gigabyte
    3 gigabytes
    Source: “The Enterprise Workplace,” IDC, 2005
  • Trivia #2
    What percentage of a typical workers day is spent searching for information?
    1 percent
    10 percent
    30 percent
    60 percent
  • Answer
    What percentage of a typical workers day is spent searching for information?
    1 percent
    10 percent
    30 percent
    60 percent
    Source: IDC, 2003
  • Trivia # 3
    How much does lost productivity cost per year for 1,000 employees?
    $100,000
    $1 million
    $5 million
    $10 million
  • Answer
    How much does that lost productivity cost a 1,000 employee company in a year?
    $100,000
    $1 million
    $5 million
    $10 million
    Source: “Hidden Costs of Information Work,” IDC, 2006
  • What is Sharepoint?
    Server side application structure that binds client side output into manageable, searchable, and accessible information.
    Microsoft branded software that enables a web site to provide document and information sharing
    Provides templates so that workgroups can share documents, calendars, announcements and postings
    Allows the building of internet, intranet and extranet portal environments
    Runs on Windows server operating systems
  • What is Sharepoint?
    Microsoft’s definition
    integrated suite of server capabilities that can help improve organizational effectiveness by providing comprehensive content management and enterprise search, accelerating shared business processes, and facilitating information-sharing across boundaries for better business insight
    Office SharePoint Server 2007 supports all intranet, extranet, and Web applications across an enterprise within one integrated platform, instead of relying on separate fragmented systems.
    Additionally, this collaboration and content management server provides IT professionals and developers with the platform and tools they need for server administration, application extensibility, and interoperability
  • Enterprise
    One platform for you, your team, and the company
    Internet
    Extranet
    Division
    Team
    Individual
  • Collaboration &Communications
    Business
    Intelligence
    Extranet
    Enterprise
    Project &Portfolio
    BusinessProcessIntegration
    Portal
    Internet
    Division
    Enterprise
    Content
    Management
    Search
    Team
    Individual
  • People as Middleware
    Collaboration
    Ad Hoc Workflows
    And Tasks
    Unstructured
    Work
    Document
    Creation
    Coordinate teams & share knowledge
    Use data to drive business decisions
    Search
    Simplify access to business applications
    Automate business process
    Traditional IT
    Investments
    ERP
    CRM
    Relational
    Database
    Manage content with security & compliance
    Search
    Find and use information
    Processes
    Enterprise
    Apps
    Hard Drives
    and File Shares
    Structured
    Data
  • SharePoint Server 2007
    • Publish documents, task lists, wikis, blogs
    • Outlook sync
    • Gantt charts
  • SharePoint Server 2007
    • Enterprise Portal
    • MySites
  • SharePoint Server 2007
    • Search for content, people, expertise
  • SharePoint Server 2007
    • Create and manage documents, records and Web content
    • Slide libraries
  • SharePoint Server 2007
    • Create workflows
    • Application templates
    • InfoPath forms
  • SharePoint Server 2007
    • Excel services
    • KPIs/dashboards
    • Role-based MySites
  • How it all works together
    Enterprise Content Management
    Make it simple to author and managecontent and documents
    Knowledge Discovery and Insight
    Make the right information
    available to more people
    Collaboration
    Keep co-workers, partners
    and customers in sync
    PersonalProductivityIncrease employee self-sufficiency andeffectiveness
    InformationWorker Solutions
    Build client and web-basedapplications with workflow and line-of-business interoperability
    Fundamentals
    Make it more secure, manageable and reliable
  • How it helps
    Make collaboration easy and intuitive
    Provide in-context and role-based information
    PortalSolutions
    CollaborativeSolutions
    Make informed decisions through better insights into business data
    Content Management Solutions
    Business Intelligence Solutions
    Manage the full content life cycle
    Search
    Forms Solutions
    Connect people with the information and people
    Capture business dataand automate processes
    Provide an extensible foundation for customers and partnersProvide a single intranet, extranet and Internet architecture
  • Microsoft Office SharePoint Server 2007 Enterprise Features
  • Why Office SharePoint Server?
    Great web content management
    Complete design control
    All of the ASP.NET functionality
    Rich stack of platform investments
    Built in Collaboration features
    Internet performance and scale
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • Calendar
    Documents
    Members

    Team
    Discussions
    Surveys
    Tasks
    Contacts
    Collaboration
    Scenarios
    • Collaborate on documents
    • Share Information
    • Manage virtual teams
    Key Features
    • Presence integration
    • Versioning, Check-in/Check Out
    • Shared calendars, discussions…
    • Office Integration
    Windows Sharepoint Services
  • Collaboration
    Team Collaboration
    Workspaces
    Worker tools
    Blogs
    Wikis
    Keeping track with notifications
    Sending email to sharepoint
    Working offline with Outlook
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • Community Interactivity
    Close the loop with your customers
    Build a community
    Support for collaboration features
    RSS on everything
    Blogs
    Wikis
    Discussion Boards
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • ECM
    Information workers need tools to manage the entire lifecycle of content from the time it is created to when it is published and finally disposed or stored for long term archival
    Integrated solution to manage the complete content lifecycle
    Review/ Approve
    Dispose
    Publish
    Manage
    Archive
    Author
    Enable authoring /information capture with review/approval capabilities
    Centrally managed repositories with retention/auditing policies, metadata and security
    Integrated intranet, extranet and internet publishing capabilities
    Content Type = Metadata + Behavior
  • Scanner or Multi-function device
    Office
    Team Sites
    Forms
    ECM - Document Management
    Storage and retrieval of electronic data files
    Reuse and protect knowledge assets
    Facilitate structured document authoring and collaboration
    Integrated content and business processes
    DocumentRepository
    • Check in / Checkout
    • Versioning (major/minor)
    • Metadata
    • Content approval
    • Workflow
    • Role based security
    • Auditing
    Claims
    Sales
    Employment
    Workflow /Business Processes
    Asia Pacific Region
    • Contracts
    Web
  • Scanner or Multi-function device
    Office
    Team Sites
    Forms
    ECM - Records Management
    Information created, received, and maintained as evidence in pursuance of legal obligations or in the transaction of business
    Reduce risk of non-compliance and legal liability
    Retain vital records for business continuity
    Reduce costs of retrieving information for legal discovery
    • Configure repository as per file plan
    • Capture and categorize business records
    • Auditing, expiration and retention policies (defined by regulations or business policies)
    • Hold capabilities in case of litigation
    Mortgage
    Contracts
    Financials
    Records Manager
    Records Repository
    Asia Pacific Region
    Web
  • ECM - Web Content Management
    Authoring and publishing system to empower non-technical content authors to manage a web site
    Give business users the power to author and publish web content in a timely manner
    Utilize brand assets more effectively
    Lower the cost of managing multiple site and multilingual delivery
    • Separation of content and presentation
    • Authoring: (HTML Editor / Office)
    • Built in review/approval workflow
    • Site variations
    • Personalised content
    • Deployment system
    Web Content Repository
    Content
    HTML Web Pages
    Templates
    Site DevelopersTemplate designersGraphics Designers
    ContentAuthors
  • Web Content Management Features
    Branding
    Separating content from presentation
    Page Authoring
    Web based
    Client: Word
    Site Navigation
    Governance
    Publishing schedules
    Approval workflow
    Formatting restrictions
    Site management tools
    Performance
    Internet scale
    Caching
    Content Deployment
    Security
    Forms authentication
    Anonymous access
    Multi-lingual sites
    Search integration
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • Business Process Integration
    Organizations need tools to define a collection of related structural activities that produce something of value and/or ensure compliance
    Information workers need tools to enable them to easily undertake these activities providing appropriate inputs and handling the outputs.
    Orchestration
    Integration
    Forms
  • Workflow
    Workflow
    5 Out of the box workflows
    Reporting for Enterprise Content Management
    Windows Workflow Foundation
    Create and maintain workflow with
    Sharepoint designer
    Visual Studio
  • Workflow – approvals example
  • Official Records
    Archive
    /
    Review
    Ready to publish,
    sign off & approve
    Publish
    Create
    Full Document Process
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • Business Intelligence
    Information workers need tools to make well informed business decisions and enable competitive advantage.
    Business Insight
    Dashboards, KPI web parts
    Browser based access to spreadsheet functionality
    Connect to OLAP cubes / SQL 2005 Analysis Services
    Drive Business Performance
    Performance management process through personalized Web-based scorecards
    Advanced analytic and data visualization capabilities
    Planning, budgeting and forecasting
    Microsoft
    Office PerformancePoint
    Server 2007
  • Key Features
    Collaboration
    Community Interactivity
    Enterprise Content Management
    Forms
    Business Intelligence
    Search
  • Find
    Use
    Share
    Search
    Information workers need tools to quickly locate relevant information from diverse data sources.
    Organizations need to protect sensitive information.
    DesktopSearch
    WindowsDesktop Search
    Free download
    Built-in
    EnterpriseSearch
    Find information across the desktop, intranet and Internet
    Use information via intuitive, familiar interfaces
    Share information among teams and connect people in real-time
    People
    InternetSearch
  • Search Summary
    Search
    Business Data
    Extensible
    Customizable
    Search enterprise content
    Search people across enterprise
    Text search for team sites
    Best bets, key words, etc
  • WSS vs MOSS
    WSS 3.0
    Standard
    Enterprise
    Internet
    Search
  • Platform
    ServicesWorkspaces, Mgmt,
    Security, Storage,
    Topology, Site Model
    Windows SharePoint Services version 3
    Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
    Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
    Business
    Intelligence
    Collaboration
    Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
    Rich and Web forms based front-ends, LOB actions, enterprise SSO
    BusinessForms
    Portal
    Content
    Management
    Search
    Integrated document management, records management, and Web content management with policies and workflow
    Enterprise scalability,
    contextual relevance, rich
    people and business data search
  • Platform
    ServicesWorkspaces, Mgmt,
    Security, Storage,
    Topology, Site Model
    Sharepoint Server 2007 - Standard
    Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
    Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
    Business
    Intelligence
    Collaboration
    Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
    Rich and Web forms based front-ends, LOB actions, enterprise SSO
    BusinessForms
    Portal
    Content
    Management
    Search
    Integrated document management, records management, and Web content management with policies and workflow
    Enterprise scalability,
    contextual relevance, rich
    peopleand business data search
  • Platform
    ServicesWorkspaces, Mgmt,
    Security, Storage,
    Topology, Site Model
    Sharepoint Server 2007 – Enterprise
    Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
    Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
    Business
    Intelligence
    Collaboration
    Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
    Rich and Web forms based front-ends, LOB actions, enterprise SSO
    BusinessForms
    Portal
    Content
    Management
    Search
    Integrated document management, records management, and Web content management with policies and workflow
    Enterprise scalability,
    contextual relevance, rich
    people and business data search
  • Platform
    ServicesWorkspaces, Mgmt,
    Security, Storage,
    Topology, Site Model
    Sharepoint Server 2007 – For Internet Sites
    Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
    Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists
    Business
    Intelligence
    Collaboration
    Enterprise Portal template, Site Directory, My Sites, social networking, privacy control
    Rich and Web forms based front-ends, LOB actions, enterprise SSO
    BusinessForms
    Portal
    Content
    Management
    Search
    Integrated document management, records management, and Web content management with policies and workflow
    Enterprise scalability,
    contextual relevance, rich
    people and business data search
  • Feature Areas by Product
    Sharepoint feature areas
    Libraries
    Lists
    Pages
    Portals
    Sites
    Workflow
  • Feature Areas by Product
    Libraries
    WSS vs. MOSS
    Report Lib
    Translation Management Lib
    Data Connection Lib
    Slide Lib
    Document Lib
    Form Lib
    Wiki Page Lib
    Picture Lib
  • Feature Areas by Product
    Lists
    WSS vs. MOSS
    KPI
    Announcements
    Contacts
    Discussion
    Calendar
    Links
    Project Tasks
    Issue Tracking
    Surveys
    Custom
    Import from Spreadsheet
  • Feature Areas by Product
    Pages
    WSS vs. MOSS
    Publishing Page
    Dashboard Page
    Basic Page
    Web part page
  • Feature Areas by Product
    Portals
    WSS vs. MOSS
    Collaboration
    Publishing
    My Sites
    Internet
  • Feature Areas by Product
    Sites
    WSS vs. MOSS
    Document Center
    Report center
    Records center
    Search Center
    Publishing Site
    Site Directory
    Personalization site
    Team Site
    Document workspace
    Meeting workspace
    Wiki
    Blog
  • Feature Areas by Product
    Workflows
    WSS vs. MOSS
    Approval
    Collect feedback
    Collect signature
    Disposition Approval
    3 state
    3 state
  • Accessing Sharepoint
    Client Integration
    Word 2003/2007
    Excel 2003/2007
    Outlook 2003/2007
    Access 2003/3007
    PowerPoint 2007
    InfoPath 2007
  • Accessing Sharepoint
    URL access http://server
    Browsers (IE, Firefox, Safari)
    Office 2007 Clients
    Office 2003 Clients
    Other windows applications
    My Network Places
  • SharePoint 2010 is an evolution of SharePoint 2007
    Interface improvements
    More AJAX for quicker page rendering
    The Ribbon from Office makes an appearance
    Online editing via Office Web Apps
    Improved search and integration with FAST
    64-bit only! But will run on Windows Server 2008 AND Windows 7 (maybe Vista)
    60
  • So what’s new in SharePoint 2010?
    61
  • Microsoft’s six major capabilities areas in SharePoint 2010
    62
    Sites
    Communities
    Composites
    Content
    Insights
    Search
  • Microsoft's has bet big with Social Computing
    My Sites are greatly improved – much more like Facebook
    Social Search
    Search suggestions (Google/Bing-like drop down)
    Social tagging and the Managed Metadata Service (taxonomy vs. folksonomy)
    63
  • My Sites contain a lot more content
    64
  • Search results can be much more relevant
    Click through improves relevance
    Pre and post query suggestions
    People search has phonetic spell checking
    65
  • Tagging and Ratings can help users find information
    Anyone can tag
    Enterprise terms (taxonomy)
    User defined terms (folksonomy)
    Ratings can help search results by improving relevance
    66
  • Owners and Consumers Define the Taxonomy & Folksonomy
    Social Tags
    Tags input by any user
    Multiple terms can be stored
    Entered into tag cloud available to other users
    Managed Keywords
    Tags input by Contributors
    Single term stored in a single list
    Managed Terms
    Created by those with appropriate permissions
    Used for metadata navigation
    67
  • Content Organizer
    Set up rules for content routing based on metadata  send to different destinations
    Libraries
    Other Sites
    Records Center
    68
  • The MOSS Document Center is Expanded from 2007
    Manage larger quantities of documents (~500k)
    Content Queries to show:
    Newest Documents
    Highest Rated
    ‘Modified by Me’
    Quick upload and routing of documents through the repository
    Unique, SEARCHABLE Document IDs
    Provisioned at Site Collection Level
    Customizable with a prefix
    Follow a document even if it has moved
    Ratings and Tags
    Filter / sort libraries by rating
    Quick tag a document “I Like It”
    69
  • New Document Sets Quickly Provision Groups of Documents
    Set of documents that should be treated as a single entity
    Doc Set gets unique ID
    Each doc get a unique ID
    Each document can still be managed individually
    Launched with .aspx landing page to allow for management of content
    Increased functionality for documents
    Automated creation of repetitive content
    Workflows
    Shared metadata
    70
  • Records Management that Actually Works!
    Can define multiple Records Centers
    In Place Declaration!
    Mark items as records in their current location
    Copy to archive / repository and leave a link in current location
    Retention Scheduling
    Set up different policies on a folder-by-folder basis
    Review, delete, hold in place, archive
    71
  • Office 2010 Integration and Business Intelligence
    Word
    Excel
    InfoPath
    Visio
    SharePoint Designer
    Access
    Mobile Support
    Performance Point
    72
  • Office 2010 Integration – Word
    Editing and publishing straight to web
    Ability for multiple users to edit simultaneously
    Editing without client-side application
  • Office 2010 Integration – Excel Services
    Powerful Excel integration
    Live color-coded updates from multiple users simultaneously
    Full pivot capabilities
    Show/hide what you want
  • Office 2010 Integration – InfoPath 2010
    Create forms in InfoPath. View in email or browser or desktop
    InfoPath is the new preferred list input UI
    Attach Visio diagram, attach designer workflow, deploy
  • Office 2010 Integration – Visio Services
    Publish Visio documents directly to SharePoint
    Rich graphical workflows highlight BPR processes
    Create workflows and export to SharePoint Designer
    New SharePoint templates
  • SharePoint Designer 2010
    Powerful and Reusable workflows
    Attach workflows to content types
    Connecting to external content types
    Export to Visio
  • Office 2010 Integration – Access Services
    Publishing of legacy Access applications directly to SharePoint
    Full SQL relationship support
    New server side web forms
    Local and server copies
  • Office 2010 Integration – Mobile Support
    Full mobile editing with formatting preserved
    Only document changes download; supports users with slow connections
  • Performance Point 2010
  • Central Administration has been revamped
    81
  • Service Applications replace the Shared Service Provider
    82
  • So what didn’t we talk about?
    Development improvements
    SharePoint Designer
    Visual Studio 2010
    Composites
    AKA mash ups
    Web Content Management (WCM)
    Claims Based Authentication
    More…
    83
  • References
    SharePoint Conference 2009 site:http://www.mssharepointconference.com/
    SharePoint 2010 Product site:http://sharepoint2010.microsoft.com/
    Featured Resources:http://sharepoint2010.microsoft.com/product/Benefits/Overview/
    84
  • How to Purchase Sharepoint
    Sharepoint is only offered through Microsoft Volume licensing
    Requires the purchase of a server license and Client Access Licenses (CALs)
    Server license is for running in client / server mode
    Client CALs can be acquired through Select Licensing, Open Licensing, and Enterprise Agreements
  • Questions?
  • SharePoint - Extensible Platform
    ASP.NET 2.0
    • Web Parts
    • MemMaster Pages
    • bership
    • Navigation
    • Caching
    Internet Edition
    or
    StandardCAL
    Content Management
    Services
    • ECM
    • Search
    • Aggregation
    • Discovery
    • Collaboration
    Content Management
    Portal Services
    Windows Workflow Foundation
    Search Services
    Windows
    Communication Foundation
    • Web Services
    Excel Services
    • Forms
    • Calculation / Business Rules
    • Integration
    Forms Services
    Business Data Services
    Internet Edition
    or
    EnterpriseCAL
    • Document Management
    • List management
    • Workspaces
  • Deployment Scenarios
    Scenario 1 – Single Server MOSS Implementation
    • No redundancy.
    • Lowest performance deployment.
    • Suitable for only the smallest of deployments.
  • Deployment Scenarios
    Scenario 2 – Small Server Farm
    • Adds a second tier.
    • Improves performance.
    • No redundancy.
  • Deployment Scenarios
    Scenario 3 – Small Server Farm with Redundancy
    • Adds redundant servers to each tier.
    • Improves performance.
  • Deployment Scenarios
    Scenario 4 – Medium Server Farm
    • Separate Web, Application and Database tier.
    • Redundant components.
    • Improved performance.
    • Redundant components can be removed if required.
  • Deployment Scenarios
    Scenario 5 – BaseLarge Server Farm
    • Separate Web, Application and Database tier.
    • Multiple clustered SQL instances.
    • Redundant components.
    • Improved performance.
  • Deployment Scenarios
    Scenario 6 – Highly Scaled Large Server Farm
    • Separate Web, Application and Database tier.
    • Redundant components.
    • Improved performance.
    • Redundant components can be removed if required.
  • Multi-Farm Topology
    Authoring Farm
    Production Farm
    Internet
    Content Deployment
    Requests