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Continental Airlines 2009 Microsoft SharePoint Conference Presentation

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Continental Airlines teams presented the internal and external-facing content management SharePoint efforts at the 2009 Microsoft Conference in Las Vegas.

Continental Airlines teams presented the internal and external-facing content management SharePoint efforts at the 2009 Microsoft Conference in Las Vegas.

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  • 1. Architecting Enterprise Content Management: Internal and Customer-facing Solutions
    Benjamin Lee, Jason Deere, Denise Wilson
    Senior Managers, Technology
    Continental Airlines
  • 2. Introduction
    Presenting two separate implementations
    Continental.com customer-facing CM
    How we structured metadata and workflow to reduce a 2-month content approval process to 2 days
    How SharePoint lives in the same web app space and feeds modular content to Continental.com
    Continental enterprise document CM
    How we developed a process to build our structure so that users can tag files with metadata so we can find them with filtered search
  • 3. The Challenge: Static Content Each of 17,000 pages is updated separately
  • 4. The ChallengeProblems with the Old Workflow
    Serial and manual process
    Can’t preview till near the end
    No tracking, auditing, visibility
    Waste of developer talent, 17,000 web files
    Content “pieces” are not repurposed within site, nor to other applications
    Bottom Line: Takes a long, long, long time (up to two months)
  • 5. The ChallengeThe Old Workflow
  • 6. The ChallengeWhat Led Us To SharePoint
    Needed a structured Content Management System (CMS)
    Tried a leading, large-scale alternative ECM solution, but failed
    Overly document-centric
    Too expensive to customize
    Wealth of MS and .Net developers
    MS Partnership
    Out of the Box: Workflows, Version History
  • 7. The SharePoint SolutionThe Enterprise Vision
    Content pieces not pages
    Stored as simple html in ListItems
    Each publication channel determines how to render
  • 8. The SharePoint SolutionProblems Resolved
    Teams can work in parallel
    Content approvers can preview how page will look as soon as content is entered
    Built-in tracking, auditing, visibility
    Modular content can be repurposed and restyled to any channel
    Bottom Line: Process now takes just a day or two to make it to production, self-serve
  • 9. The SharePoint SolutionThe New Workflow
    new workflow
    old workflow
  • 10. SharePoint/ASP.NET Merged Publication
    Jason Deere & Benjamin Lee
    Continental.com Team
    demo
  • 11. The Content Management SiteUser Interface
  • 12. The Content Management Site”Pieces” are Stored in List Items
  • 13. The Content Management SiteInstant Preview
    Site Actions
    /web Asset
    SharePoint CQWP
  • 14. The ImplementationThe Challenges
    Out of Box functionality did not meet our need for content management to co-exist with Continental.com
    There was no precedent for using SharePoint in the way we envisioned it with modular content
    Wanted to leverage thousands of existing ASP.NET assets
    How do we merge SharePoint content publication with an existing ASP.NET application?
  • 15. Merging MOSS and ASP.NETKey Points That Make This Possible
    Virtual Directories
    What MOSS doesn’t know, won’t hurt it
    Smart routing of traffic
    Sharing Application Code and Assemblies
    App_Code
    /bin
    User controls, style sheets, etc.
    External Master Page
  • 16. Merging MOSS and ASP.NETWhat MOSS doesn’t know…
    Virtual Directories
    Create under your MOSS Web Application
  • 17. Merging MOSS and ASP.NETConfiguring Your SharePoint Site Structure
    Key is to make your top MOSS sub-site and your virtual directory app at the samelevel
    Under site collection, create root sub-site in MOSS to house all “CMS” pages & content
    e.g. “domain.com/cms”
    What does that do for us?
    Can run both MOSS and the ASP.NET app on the same server, at the same time
    Mirror SharePoint and ASP.NET folder structure
  • 18. Merging MOSS and ASP.NETRouting Network Traffic
    Router makes decision based on sub-site URL
    http://domain/cms/mycms.aspx
    http://domain/web/mypage.aspx
  • 19. Merging MOSS and ASP.NETSharing Application Code and Assemblies
    Allowing SharePoint to access existing business logic from web app
    ASP.NET Files
    /App_Code
    /bin
    web.config
    Copy from ASP.NET application folders to corresponding SharePoint folders
  • 20. Merging MOSS and ASP.NETWhat You Need to Make Your External ASP.NET Master Page Work with SharePoint
    “Minimal” master page:
    <%@ Import Namespace="Microsoft.SharePoint" %>
    <%@ Register Tagprefix="WebPartPages" ...%>
    <%@ Register Tagprefix="SharePoint" ...%>
    <%@ Register TagPrefix="PublishingSiteAction" ...%>
    <%@ Register Tagprefix="PublishingWebControls" ...%>
    <%@ Register Tagprefix="PublishingNavigation" ...%>
    <%@ Register TagPrefix="PublishingVariations" ...%>
    <%@ Register Tagprefix="PublishingConsole" ... %>
    <%@ Register TagPrefix="wssuc" src="~/_controltemplates/Welcome.ascx" %>
    <%@ Register TagPrefix="wssuc“ src="~/_controltemplates/DesignModeConsole.ascx" %>
    <WebPartPages:SPWebPartManager ID="SPWebPartManager1" runat="server"/>
    <SharePoint:RobotsMetaTag ID="RobotsMetaTag1" runat="server"/>
    <Sharepoint:CssLink ID="CssLink1" runat="server"/>
    <span class="siteActions“><PublishingSiteAction:SiteActionMenurunat="server"/></span>
    <span class="siteActions“><div>
    <PublishingWebControls:AuthoringContainer id="authoringcontrols“ runat="server">
    <PublishingConsole:Consolerunat="server“ />
    </PublishingWebControls:AuthoringContainer>
    </div></span>
    Site Actions Menu
  • 21. Merging MOSS and ASP.NET Override Master Page On Load
    public class PublishingLayoutBase : PublishingLayoutPage
    {
    protected override void OnPreInit(EventArgs e)
    {
    this.MasterPageFile = "~sitecollection/_layouts/CoCom/DefaultMasterPage.master";
    }
    }
  • 22. Merging MOSS and ASP.NETUsing Your Master Page and User Controls in MOSS Page Layouts
    <%@ Page language="C#" Inherits="CoAir.CMS.Web.PublishingLayoutBase,CoAir.CMS.Web.PublishingLayoutBase,Version=1.0.0.0,Culture=neutral,PublicKeyToken=7adcdaff331ecf96" %>
    <%@ Register Tagprefix="WebPartPages" Namespace="Microsoft.SharePoint.WebPartPages" Assembly="Microsoft.SharePoint, Version=12.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %>
    <%@ Register Src="/web/en-US/usercontrols/MileageCalculator.ascx" TagName=“Calculator" TagPrefix=“CoAirUC" %>
    <asp:ContentContentPlaceholderID="ContentInfo" runat="server">
    <WebPartPages:WebPartZonerunat="server"
    Title="<%$Resources:cms,WebPartZoneTitle_Top%>"
    ID="TopColumn"><ZoneTemplate></ZoneTemplate>
    </WebPartPages:WebPartZone>
    <CoAirUC:Calculator ID=“Calculator" runat="server"/>
    </asp:Content>
  • 23. Merging MOSS and ASP.NETVoila!
    Site Actions
    /web Asset
    SharePoint CQWP
  • 24. Internal Content Management: The Process of Building the ECM Structure
    Denise Wilson
    Senior Manager, Technology
    Continental Airlines
  • 25. Internal Content ManagementThe Problem Set
    User e-mailed attachments as ‘workflow’
    No single version of the ‘truth’
    Uncontrolled growth of e-mail and file shares
    Users can’t find anything or collaborate
    No way to enforce record retention policy
    Not searchable for compliance or security
  • 26. Internal Content ManagementThe Evolution of the Solution
    Started by evaluating one group in-depth
    Enterprise Engineering
    Standardized AD site names
    Standardized machine names
    Named all new sites/devices by new convention
    Corrected others as projects touch the site
  • 27. Internal Content ManagementThe Tools
    How did SharePoint help us do this?
    Automated review processes with workflow
    Standardized Content Types and templates
    Exposed data in Data Form web parts
    Normalized data can be viewed and filtered
    Started identifying anomalies and correcting them
    Out of the box functionality
  • 28. Automated Review Process
    SharePoint Designer Workflows
  • 29. Naming Standards
    Result in Normalized Docs and Devices
  • 30. Standardize Content Types
    Groups of metadata (site columns)
  • 31. Document Information Panel
    Dropdowns promote standardization
  • 32. Display Data By Location (Filter)
    Before data view, had to fly engineer to the site
  • 33. Slice and Dice Normalized Data
    Virtual Earth
    Ref: Blogs by Jon Campbell and Greg Chan of SharePoint Designer Team
  • 34. Slice and Dice Normalized Data
    Drill Down
  • 35. Understanding Collective NeedsWhat We Learned From Each Group
    Continental Board Meeting Minutes
    Management is distributed to content owners
    Senior level employees can manage own sites
    Basic site structure, training and governance
    Marketing Group Airport Signage
    Templates / Look and feel
    Corporate Sales Team
    Kiosk Deployment
    Technology, Marketing, Airport Services
    System Operations Coordination (SOCC)
  • 36. Evolution of the Process System Operations Coordination
    Phase I: E-mail to document libraries
    ‘E-mail enabled’ AD security groups
    Use now as DLs, later for SP security
    Log e-mails sent to DLs
    Phase II: Push Alerts from SharePoint Lists
    Install PCs beside existing Unix workstations
    Extend sites and training to remote airports
    Disaster Recovery Failover to alt data center
    Phase III: Integrate Mainframe Ops Data
  • 37. System Operations Coordination
    Phase I: E-mail enabled document libraries
    Phase II: Push alerts from SharePoint Lists
  • 38. Evolution of the ProcessEngineering is two of six project phases
    Integration of the other four:
    Content types, templates, metadata, workflow
  • 39. Integration of the EnterpriseBuilding Content Management Structure
  • 40. Integration of the EnterpriseStructured Sites, Content Types and Metadata
    Standardization
    Get consensus / decisions on naming standards
    Select site columns (file properties – author, date created, airport code, etc. per your needs)
    Develop hierarchy of content types
    Continental (“Project Document”)
    Technology (“Technical Design”)
    Engineering (“Design Proposal Summary”)
    Continental (“Contract”)
    Technology (“Technology Contract”)
    IT Services (“ISP Agreement”)
    Retention Basis (e.g. “Active” plus two years)
    Disposal Workflow
  • 41. Integration of the EnterpriseStructured Sites, Content Types and Metadata
    Department by Department
    Site Collections
    Content Types (keep it simple)
    Metadata (keep it simple)
    Establish a platform
    Put your new documents here (with metadata)
    Then migrate from file shares (with metadata)
    Distributed Model
    Site owners and training
    Governance
  • 42. Integration of the EnterpriseRefined Search Scopes
    Free-text search yields 8448 results
  • 43. Integration of the EnterpriseRefined Search Scopes
    Search by Content Type (Systems EWO) Yields 22 results
  • 44. Continental Airlines Enterprise Content Management
    Questions?
  • 45. Remember to fill out your evaluations onMySPCfor your chance to win two HD web cams and a designer mouse (3 prizes awarded daily)
  • 46. Learn More about SharePoint 2010
    Information forIT Prosat TechNet
    http://MSSharePointITPro.com
    Information forDevelopersat MSDN
    http://MSSharePointDeveloper.com
    Information forEveryone
    http://SharePoint.Microsoft.com
  • 47. © 2009 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.

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