SharePoint Server 2007 Overview - TechMentor 2007 with Joel Oleson


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This deck discusses the features in SharePoint Server in an overview style presentation. This was presented while I was a Product Manager for Microsoft SharePoint at TechMentor in Orlando by Joel Oleson

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  • SharePoint Server 2007 Overview - TechMentor 2007 with Joel Oleson

    1. 1. Overview Office SharePoint Server 2007 Joel Oleson Technical Product Manager Microsoft Corporation
    2. 2. Agenda <ul><li>IT Challenges </li></ul><ul><li>SharePoint Vision </li></ul><ul><li>SharePoint Investment & Feature Areas </li></ul><ul><ul><li>Collaboration </li></ul></ul><ul><ul><li>Enterprise Search </li></ul></ul><ul><ul><li>Enterprise Content Management </li></ul></ul><ul><ul><li>Portal </li></ul></ul><ul><ul><li>Business Processes </li></ul></ul><ul><ul><li>Business Intelligence </li></ul></ul><ul><li>Momentum and Partner Opportunity </li></ul>
    3. 3. Today’s IT Challenges Employee Self Service Portal Project “X” Site Business Intelligence Dashboard Extranet Collaboration Site Custom SAP Front-End Geneva Office Site Knowledge Management Portal B2B Supply Chain News/Alerts R&D Community Customer Service Site Regulatory Compliance Repository Corporate Web Presence Team “ABC” Site Sales Division Portal Weekly Issue Tracking Meeting
    4. 4. Business Impact <ul><li>Islands of information and applications </li></ul><ul><li>Slow responsiveness to business and user needs </li></ul><ul><li>Costly custom development and maintenance </li></ul><ul><li>Poor sharing inside and outside the organization </li></ul><ul><li>Difficult to find the right content, data, and people </li></ul><ul><li>Increasing information management risk </li></ul>
    5. 5. Customer pains on information management are twofold BillG on Search and Information Management at 2006 CEO Summit “ The problem, really, is twofold. The first is information overload . Faced with the endless deluge of data... how can we hope to keep up? … how can we stay focused on the tasks that are most important..? The other problem is… information underload . We’re flooded with information, but that doesn’t mean we have tools that let us use the information effectively.”
    6. 6. Customers Feel the Pain
    7. 7. The Productivity Gap INFORMATION PROCESS <ul><li>Coordination & knowledge sharing is difficult </li></ul><ul><li>Business apps are hard to access </li></ul><ul><li>Can’t find information or people </li></ul><ul><li>Content is out of date & poorly managed </li></ul><ul><li>Too much paper and manual process </li></ul><ul><li>Poor data visibility </li></ul>Structured Unstructured Unstructured Work Unstructured ERP CRM Relational Database Office Applications
    8. 8. Technology Convergence SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services “v3” Office SharePoint Server 2007 Portal, Web Content Management, and More
    9. 9. 2007 Office System Business intelligence Collaboration Content management Streamlined processes Portals Search Word processing Business modeling Presentations Business data management Information management
    10. 10. Single Infrastructure for Intranet, Internet, and Extranet Portals
    11. 11. Optimized for People Familiar Environment Integration Integrated and manageable for IT Processes Structured Data Hard Drives and File Shares ERP CRM Enterprise Apps Relational Database
    12. 12. Adaptive Platform Messaging Server Directory and Security Services Relational Database Real Time And Presence Business Apps Document Repository <ul><li>Self Provisioning and Configuration </li></ul><ul><li>Site and workflow customization </li></ul><ul><li>Rapid application development </li></ul><ul><li>LOB Integration </li></ul>Rapid to Deploy and Extend
    13. 13. SharePoint Investment Areas Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model 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 OOB workflows, WF Integration, Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Enterprise scalability, contextual relevance, rich people and business data search Integrated document management, records management, and Web content management with policies and workflow Portal Search Enterprise Content Management Business Process and Forms Business Intelligence Collaboration
    14. 14. People as Middleware Document Creation Collaboration Search Processes ERP CRM Ad Hoc Workflows And Tasks Structured Data Hard Drives and File Shares Enterprise Apps Relational Database Traditional IT Investments Unstructured Work Coordinate teams & share knowledge Simplify access to business applications Find and use information Manage content with security & compliance Automate business process Use data to drive business decisions
    15. 15. Platform Services Platform Services
    16. 16. Platform Services <ul><li>User Experience </li></ul><ul><ul><li>Improvements to usability, navigation, trimming, customization </li></ul></ul><ul><li>Platform Improvements </li></ul><ul><ul><li>ASP.NET 2.0 - web parts, master pages, pluggable authentication </li></ul></ul><ul><ul><li>Customization enhancements – templates, feature extensibility </li></ul></ul><ul><ul><li>Windows Workflow Foundation </li></ul></ul><ul><ul><li>List enhancements – scale, content types, versioning </li></ul></ul><ul><li>Manageability </li></ul><ul><ul><li>Improved backup restore including wastebasket and VSS support </li></ul></ul><ul><ul><li>Extranet deployment with ADFS and reverse proxy support </li></ul></ul><ul><ul><li>Full and side-by-side upgrade </li></ul></ul>Platform Services
    17. 17. Security Trimmed UI Platform Services Commands only available when logged in user has permissions to access
    18. 18. Collaboration Collaboration
    19. 19. Collaboration <ul><li>Taking Internet concepts into the Enterprise </li></ul><ul><li>Tight integration with messaging infrastructure </li></ul><ul><li>From ad-hoc to structured, connected, and offline </li></ul><ul><li>Task oriented, in-context collaboration </li></ul><ul><li>Key Technologies </li></ul><ul><ul><li>Out of the box, customizable sites </li></ul></ul><ul><ul><li>Blogs, wikis, issue tracking, project mgmt </li></ul></ul><ul><ul><li>Alerts, RSS </li></ul></ul><ul><ul><li>E-mail enabled lists </li></ul></ul><ul><ul><li>Rich offline experience </li></ul></ul>
    20. 20. Collaboration Collaboration
    21. 21. Search Search
    22. 22. SharePoint Search Architecture Query Engine Index Engine Protocol Handlers iFilters Content Index OOB Search UI/Custom Search Apps Query Object Model and Web Service Information … Exchange Public Folders Network Shares External Web Sites SharePoint ® Sites Business Data Stemmers Wordbreakers Results Query Content Sources Crawl Log Scopes Schema Best Bets Keywords Ranking Search Configuration Data
    23. 23. Relevance <ul><li>Top results on first page, every time </li></ul><ul><li>Enterprise Search different from Internet Search </li></ul><ul><ul><li>Less of rich linking </li></ul></ul><ul><ul><li>Lots of non-web content – Office docs, line-of-business data, etc. </li></ul></ul><ul><ul><li>Security is paramount </li></ul></ul><ul><li>Revamped ranking engine </li></ul><ul><ul><li>Extensive collaboration with Microsoft Research and MSN </li></ul></ul><ul><ul><li>New ingredients tuned for the enterprise </li></ul></ul>Search
    24. 24. End User Experience <ul><li>Search Center </li></ul><ul><ul><li>Standard tabbed interface </li></ul></ul><ul><li>Search Basics </li></ul><ul><ul><li>Query hit highlighting </li></ul></ul><ul><ul><li>Search syntax matching de facto standards </li></ul></ul><ul><ul><li>Duplicate collapsing </li></ul></ul><ul><ul><li>“ Did you mean” query correction </li></ul></ul><ul><ul><li>Editorial results (Best Bets) and definitions </li></ul></ul><ul><ul><li>Alerts </li></ul></ul><ul><ul><li>More… </li></ul></ul>Search
    25. 25. Improved Manageability <ul><li>Consistent search system across WSS v3 and Office SharePoint Server 2007 </li></ul><ul><li>Revamped indexing management </li></ul><ul><ul><li>Simpler UI </li></ul></ul><ul><ul><li>Better indexing log </li></ul></ul><ul><li>Flexible scoping </li></ul><ul><ul><li>Scopes decoupled from index definitions </li></ul></ul><ul><ul><li>Simple and compound scopes </li></ul></ul><ul><li>Schema </li></ul><ul><ul><li>Map foreign schema into search system </li></ul></ul><ul><ul><li>Cleaner UI </li></ul></ul><ul><li>Simple query reports </li></ul><ul><ul><li>Get visibility into user search behavior </li></ul></ul><ul><ul><li>Logging for more detailed custom reports </li></ul></ul><ul><li>Best Bets </li></ul><ul><ul><li>Editorial results for specific queries </li></ul></ul><ul><ul><li>Streamlined UI </li></ul></ul><ul><li>Continuous propagation </li></ul><ul><ul><li>Indexed content is immediately searchable </li></ul></ul><ul><li>Updated object model across all management areas </li></ul><ul><ul><li>Useful for custom tools </li></ul></ul>Search
    26. 26. Better Search Results Tabbed interface Query hit highlighting “ Did you mean” query correction Alerts on search results Search
    27. 27. Across Repositories Customer Search Customer data from SAP system Search
    28. 28. Across Repositories People Search People from employee directory DLs and SharePoint groups Results organized by social distance Search
    29. 29. Content Management Content Management
    30. 30. Content Management Document Management Workflow Policy and Compliance Web Content Management Content Management
    31. 31. Investments <ul><li>Document Management </li></ul><ul><ul><li>Scalable Document Libraries and Repositories </li></ul></ul><ul><ul><li>Security and Tracking </li></ul></ul><ul><li>Workflow and Approval </li></ul><ul><ul><li>Out of box multi-stage Serial and Parallel document workflows </li></ul></ul><ul><ul><li>Integrated with email and Office 2007 desktop applications </li></ul></ul><ul><ul><li>Customizable through Windows Workflow Foundation </li></ul></ul>Content Management
    32. 32. Investments <ul><li>Policy and Compliance </li></ul><ul><ul><li>Centrally controlled auditing, expiration & retention policies </li></ul></ul><ul><ul><li>Archival, retention and regulatory compliance </li></ul></ul><ul><ul><li>E-mail content as records </li></ul></ul><ul><li>Web Content Management </li></ul><ul><ul><li>Designed for Internet and Published Sites </li></ul></ul><ul><ul><li>New Web and Word Authoring capabilities </li></ul></ul><ul><ul><li>New Content Deployment and Publishing tools </li></ul></ul>Content Management
    33. 33. Multi-language Support French … /fr/etudesdecas/ German … /de/fallstudien/ English … /en/casestudies/ 1. Create 2. Workflow 3. Go live! “ I need this available in German and French” Workflow Workflow After Approval Content Management
    34. 34. Content Management Content Management
    35. 35. Scalable Document Repositories Search for documents through metadata Manage large document sets with treeview Manage document approval with integrated workflow Establish enterprise-approved content types Content Management
    36. 36. Capturing Rich Metadata Confidential – Microsoft Corporation Define required metadata in content type definition Customizable Document Information panel based on InfoPath technology Capture meta data as part of authoring process Content Management
    37. 37. Reusing Content – Slide Library “ Tag” and store slides for re-use by others. Alerts in PowerPoint if slides in a presentation have been updated Access the slide library from within the presentation Content Management
    38. 38. New Web Authoring Console Content Management Browse available content assets
    39. 39. Portal Portal
    40. 40. Portal Investment Areas <ul><li>Portal Site </li></ul><ul><ul><li>Integration with Windows SharePoint Services </li></ul></ul><ul><ul><li>Intranet Portal Template – Topics, Site Directory </li></ul></ul><ul><li>People and Expertise Search </li></ul><ul><ul><li>People specific search “tab” </li></ul></ul><ul><ul><li>Social network support </li></ul></ul><ul><li>My Site </li></ul><ul><ul><li>Improved Public Page, Personal homepage </li></ul></ul><ul><li>Targeting and personalization </li></ul><ul><ul><li>Easier targeting – Distribution lists and Security Groups </li></ul></ul><ul><li>Profile store improvements </li></ul><ul><ul><li>Scalability, flexible schema, LDAP synchronization </li></ul></ul>Portal
    41. 41. My Site Public with User Profile Organizational network User Profile Portal
    42. 42. My Site Private with Social Networking and Roll-Up Social or knowledge network Roll-up from relevant sites Portal
    43. 43. Business Processes Business Processes
    44. 44. Forms Services Investments <ul><li>Reach more users with better forms </li></ul><ul><ul><li>Browser enabled InfoPath forms </li></ul></ul><ul><ul><li>Offline data connections, New controls, Better printing </li></ul></ul><ul><ul><li>Intranet, Extranet, Internet </li></ul></ul><ul><li>Automate form-driven business processes </li></ul><ul><ul><li>Forms in Outlook, including Property Promotion </li></ul></ul><ul><ul><li>Workflow, Archiving, Information Rights Management </li></ul></ul><ul><ul><li>Integration with Workflow Tasks </li></ul></ul><ul><li>Rapidly develop and deploy form solutions in the enterprise </li></ul><ul><ul><li>Common development platform (OM, data connectivity) </li></ul></ul><ul><ul><li>ActiveX, Windows Form and ASPX control </li></ul></ul><ul><ul><li>Importer/Exporter Framework </li></ul></ul>Business Processes
    45. 45. Reach more users with better forms …via Browser enabled InfoPath Forms <ul><li>Designed once! </li></ul><ul><li>Same experience in </li></ul><ul><li>Internet Explorer, </li></ul><ul><li>Firefox, </li></ul><ul><li>Safari, </li></ul><ul><li>Netscape </li></ul><ul><li>and the </li></ul><ul><li>InfoPath rich client </li></ul>Internet Explorer Business Processes Firefox
    46. 46. Integrating LOB Data Through SharePoint Business Data Catalog SQL Server, Oracle, OLEDB, ODBC Metadata Business Data Catalog Web Parts Lists Search User Profiles Custom Apps Database WS Proxy ADO.NET Web Service BizTalk, SAP, Siebel, Legacy, … Profile Store Search Index List store
    47. 47. Business Intelligence Business Intelligence
    48. 48. Investments SharePoint is the “BI Portal and Report Center” for end users <ul><li>Excel Services </li></ul><ul><ul><li>Share spreadsheets via zero-footprint browser experience </li></ul></ul><ul><ul><li>Live, interactive Excel 2007 spreadsheets in SharePoint </li></ul></ul><ul><ul><li>Only publish what you want, control versions </li></ul></ul><ul><ul><li>Use Excel models in custom applications programmatically </li></ul></ul>Business Intelligence
    49. 49. Investments SharePoint is the “BI Portal and Report Center” for end users <ul><li>Dashboards & Web components </li></ul><ul><ul><li>Common filtering (“slicing”) across web parts </li></ul></ul><ul><ul><li>KPIs, Excel workbooks, and SQL 2005 Reporting Services reports </li></ul></ul><ul><li>Report Center Websites </li></ul><ul><ul><li>Out of the box website optimized for report access and management </li></ul></ul><ul><ul><li>Consistent management of reports, spreadsheets, and data connection </li></ul></ul><ul><ul><li>Integrated with SQL Server 2005 Reporting Services </li></ul></ul><ul><li>Data Connection Libraries & Business Data Catalog </li></ul><ul><ul><li>Centralize storage of important data connections </li></ul></ul>Business Intelligence
    50. 50. Knowledge Discovery and Insight Business Intelligence Dashboards Common Filters KPI Lists Live Excel spreadsheets Business Intelligence
    51. 51. What The Industry Is Saying &quot;If collaboration and file sharing is on your mind, SharePoint Server and its integration with Office 2007 are impressive. . . . the ability to create dynamic sites – and for users to benefit from these tools and create their own My Site pages – is extraordinary.” &quot;In 2007, the marketing associated with the launch of Microsoft Excel Services as part of Office 2007 will create the biggest news in the BI market.” “ SharePoint Server 2007 is an (Able) Jack of All Trades. . Most importantly – and the reason for which eWEEK Labs has given the platform an Analyst's Choice award—SharePoint Server 2007 is the best product we've seen for getting a capable and feature-rich enterprise Web platform up and running quickly.“ Top 5 Web Application Developments Of the Year &quot;But getting lost a bit in the noise and hype is one Microsoft product release that, in the long run, may end up being the most important, especially on the enterprise side. And that product is Microsoft SharePoint Server 2007 . . . . And based on my tests so far, I am impressed. ”
    52. 52. Customer Momentum – Intranet Sites
    53. 53. Customer Momentum – Internet Sites
    54. 54. Partner Momentum
    55. 55. The worldwide market for information management is growing strongly Source: IDC WW software market growing at 6% 0.9 0.9 3.8 1.8 0.6 0.6 0.3 2005 1.1 1.0 4.2 2.0 0.6 0.6 0.3 2006 1.4 1.1 4.6 2.1 0.6 0.6 0.4 2007 1.6 1.3 5.0 2.3 0.7 0.7 0.4 2008 1.7 1.4 5.4 2.4 0.7 0.7 0.4 2009 Data Warehouse Technical Data Analysis Data Mining Spatial Information Management End-User Query/Reporting/Anal. Enterprise Portals Enterprise Search 8.9 9.8 10.8 11.8 12.8 Information management market trends US$ billions Compounded Annual growth rates 9% 16% 11% 9% 7%
    56. 56. SharePoint Server 2007 <ul><ul><li>Familiar, consistent user environment </li></ul></ul><ul><ul><li>Integrated business productivity capabilities </li></ul></ul><ul><ul><li>Adaptive development platform </li></ul></ul><ul><ul><li>Built for the enterprise </li></ul></ul><ul><ul><li> </li></ul></ul>A business productivity platform optimized for the way people work in the unstructured world
    57. 57. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.