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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.
  • Transcript

    • 1. Introducing Microsoft OfficeSharePoint Server
      Amy Phillips
      http://amydphillips.com
    • 2. 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
    • 3. Trivia
      How busy are you?
    • 4. Trivia # 1
      How much data does a typical worker produce in a year?
      100 megabytes
      500 megabytes
      1 gigabyte
      3 gigabytes
    • 5. 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
    • 6. Trivia #2
      What percentage of a typical workers day is spent searching for information?
      1 percent
      10 percent
      30 percent
      60 percent
    • 7. Answer
      What percentage of a typical workers day is spent searching for information?
      1 percent
      10 percent
      30 percent
      60 percent
      Source: IDC, 2003
    • 8. Trivia # 3
      How much does lost productivity cost per year for 1,000 employees?
      $100,000
      $1 million
      $5 million
      $10 million
    • 9. 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
    • 10. 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
    • 11. 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
    • 12. Enterprise
      One platform for you, your team, and the company
      Internet
      Extranet
      Division
      Team
      Individual
    • 13. Collaboration &Communications
      Business
      Intelligence
      Extranet
      Enterprise
      Project &Portfolio
      BusinessProcessIntegration
      Portal
      Internet
      Division
      Enterprise
      Content
      Management
      Search
      Team
      Individual
    • 14. 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
    • 15. SharePoint Server 2007
      • Publish documents, task lists, wikis, blogs
      • 16. Outlook sync
      • 17. Gantt charts
    • SharePoint Server 2007
      • Enterprise Portal
      • 18. MySites
    • SharePoint Server 2007
      • Search for content, people, expertise
    • SharePoint Server 2007
      • Create and manage documents, records and Web content
      • 19. Slide libraries
    • SharePoint Server 2007
      • Create workflows
      • 20. Application templates
      • 21. InfoPath forms
    • SharePoint Server 2007
      • Excel services
      • 22. KPIs/dashboards
      • 23. 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
    • 24. 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
    • 25. Microsoft Office SharePoint Server 2007 Enterprise Features
    • 26. 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
    • 27. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 28. Calendar
      Documents
      Members

      Team
      Discussions
      Surveys
      Tasks
      Contacts
      Collaboration
      Scenarios
      • Collaborate on documents
      • 29. Share Information
      • 30. Manage virtual teams
      Key Features
      • Presence integration
      • 31. Versioning, Check-in/Check Out
      • 32. Shared calendars, discussions…
      • 33. Office Integration
      Windows Sharepoint Services
    • 34. Collaboration
      Team Collaboration
      Workspaces
      Worker tools
      Blogs
      Wikis
      Keeping track with notifications
      Sending email to sharepoint
      Working offline with Outlook
    • 35. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 36. Community Interactivity
      Close the loop with your customers
      Build a community
      Support for collaboration features
      RSS on everything
      Blogs
      Wikis
      Discussion Boards
    • 37. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 38. 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
    • 39. 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
      Claims
      Sales
      Employment
      Workflow /Business Processes
      Asia Pacific Region
      • Contracts
      Web
    • 46. 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
      • 47. Capture and categorize business records
      • 48. Auditing, expiration and retention policies (defined by regulations or business policies)
      • 49. Hold capabilities in case of litigation
      Mortgage
      Contracts
      Financials
      Records Manager
      Records Repository
      Asia Pacific Region
      Web
    • 50. 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
      • 51. Authoring: (HTML Editor / Office)
      • 52. Built in review/approval workflow
      • 53. Site variations
      • 54. Personalised content
      • 55. Deployment system
      Web Content Repository
      Content
      HTML Web Pages
      Templates
      Site DevelopersTemplate designersGraphics Designers
      ContentAuthors
    • 56. 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
    • 57. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 58. 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
    • 59. 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
    • 60. Workflow – approvals example
    • 61. Official Records
      Archive
      /
      Review
      Ready to publish,
      sign off & approve
      Publish
      Create
      Full Document Process
    • 62. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 63. 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
    • 64. Key Features
      Collaboration
      Community Interactivity
      Enterprise Content Management
      Forms
      Business Intelligence
      Search
    • 65. 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
    • 66. Search Summary
      Search
      Business Data
      Extensible
      Customizable
      Search enterprise content
      Search people across enterprise
      Text search for team sites
      Best bets, key words, etc
    • 67. WSS vs MOSS
      WSS 3.0
      Standard
      Enterprise
      Internet
      Search
    • 68. 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
    • 69. 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
    • 70. 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
    • 71. 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
    • 72. Feature Areas by Product
      Sharepoint feature areas
      Libraries
      Lists
      Pages
      Portals
      Sites
      Workflow
    • 73. 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
    • 74. Feature Areas by Product
      Lists
      WSS vs. MOSS
      KPI
      Announcements
      Contacts
      Discussion
      Calendar
      Links
      Project Tasks
      Issue Tracking
      Surveys
      Custom
      Import from Spreadsheet
    • 75. Feature Areas by Product
      Pages
      WSS vs. MOSS
      Publishing Page
      Dashboard Page
      Basic Page
      Web part page
    • 76. Feature Areas by Product
      Portals
      WSS vs. MOSS
      Collaboration
      Publishing
      My Sites
      Internet
    • 77. 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
    • 78. Feature Areas by Product
      Workflows
      WSS vs. MOSS
      Approval
      Collect feedback
      Collect signature
      Disposition Approval
      3 state
      3 state
    • 79. Accessing Sharepoint
      Client Integration
      Word 2003/2007
      Excel 2003/2007
      Outlook 2003/2007
      Access 2003/3007
      PowerPoint 2007
      InfoPath 2007
    • 80. Accessing Sharepoint
      URL access http://server
      Browsers (IE, Firefox, Safari)
      Office 2007 Clients
      Office 2003 Clients
      Other windows applications
      My Network Places
    • 81. 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
    • 82. So what’s new in SharePoint 2010?
      61
    • 83. Microsoft’s six major capabilities areas in SharePoint 2010
      62
      Sites
      Communities
      Composites
      Content
      Insights
      Search
    • 84. 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
    • 85. My Sites contain a lot more content
      64
    • 86. Search results can be much more relevant
      Click through improves relevance
      Pre and post query suggestions
      People search has phonetic spell checking
      65
    • 87. 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
    • 88. 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
    • 89. Content Organizer
      Set up rules for content routing based on metadata  send to different destinations
      Libraries
      Other Sites
      Records Center
      68
    • 90. 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
    • 91. 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
    • 92. 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
    • 93. Office 2010 Integration and Business Intelligence
      Word
      Excel
      InfoPath
      Visio
      SharePoint Designer
      Access
      Mobile Support
      Performance Point
      72
    • 94. Office 2010 Integration – Word
      Editing and publishing straight to web
      Ability for multiple users to edit simultaneously
      Editing without client-side application
    • 95. Office 2010 Integration – Excel Services
      Powerful Excel integration
      Live color-coded updates from multiple users simultaneously
      Full pivot capabilities
      Show/hide what you want
    • 96. 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
    • 97. 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
    • 98. SharePoint Designer 2010
      Powerful and Reusable workflows
      Attach workflows to content types
      Connecting to external content types
      Export to Visio
    • 99. 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
    • 100. Office 2010 Integration – Mobile Support
      Full mobile editing with formatting preserved
      Only document changes download; supports users with slow connections
    • 101. Performance Point 2010
    • 102. Central Administration has been revamped
      81
    • 103. Service Applications replace the Shared Service Provider
      82
    • 104. 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
    • 105. 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
    • 106. 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
    • 107. Questions?
    • 108. SharePoint - Extensible Platform
      ASP.NET 2.0
      Internet Edition
      or
      StandardCAL
      Content Management
      Services
      Content Management
      Portal Services
      Windows Workflow Foundation
      Search Services
      Windows
      Communication Foundation
      • Web Services
      Excel Services
      Forms Services
      Business Data Services
      Internet Edition
      or
      EnterpriseCAL
    • Deployment Scenarios
      Scenario 1 – Single Server MOSS Implementation
      • No redundancy.
      • 121. Lowest performance deployment.
      • 122. Suitable for only the smallest of deployments.
    • Deployment Scenarios
      Scenario 2 – Small Server Farm
      • Adds a second tier.
      • 123. Improves performance.
      • 124. No redundancy.
    • Deployment Scenarios
      Scenario 3 – Small Server Farm with Redundancy
      • Adds redundant servers to each tier.
      • 125. Improves performance.
    • Deployment Scenarios
      Scenario 4 – Medium Server Farm
      • Separate Web, Application and Database tier.
      • 126. Redundant components.
      • 127. Improved performance.
      • 128. Redundant components can be removed if required.
    • Deployment Scenarios
      Scenario 5 – BaseLarge Server Farm
      • Separate Web, Application and Database tier.
      • 129. Multiple clustered SQL instances.
      • 130. Redundant components.
      • 131. Improved performance.
    • Deployment Scenarios
      Scenario 6 – Highly Scaled Large Server Farm
      • Separate Web, Application and Database tier.
      • 132. Redundant components.
      • 133. Improved performance.
      • 134. Redundant components can be removed if required.
    • Multi-Farm Topology
      Authoring Farm
      Production Farm
      Internet
      Content Deployment
      Requests