Extranets webinar 2011_12_14

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December 201

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  • Does your SharePoint Extranet need to look like this?
  • Or like this?Your extranet is an extension of your companies identity. Branding helps to reinforce the message that your company is communicating out to the world. Your extranet is your vehicle to communicate with your partners, customers, or clients. It is your vehicle to build and sustain a lasting relationship.
  • Developed three templates (home page + lower-level/secondary templates), Custom web parts for surfacing SFC dataTwo pieces: (1) partner extranets (mktg data to partner audiences), and (2) customer extranets (entry point to support/training/services portals)Biz value: supports hundreds of millions of dollars/yr in recurring revenue through partner channelWorked with external design firmPublish marketing documents from internal marketing department to partner channelIntegrated gateway to SalesForce.comNeeded to fit within the brand family of the companyClaims based authentication to integrate with custom LDAP directory and SSO with SalesForce
  • Windows AuthenticationAll users are in Active DirectoryGood use case for small number of usersClaims Based AuthenticationUsers are in a system other than Active DirectoryLDAPSQL databaseCustom Authentication/Role ProviderNeed hierarchical relationships
  • Windows AuthenticationAll users are in Active DirectoryGood use case for small number of usersClaims Based AuthenticationUsers are in a system other than Active DirectoryLDAPSQL databaseCustom Authentication/Role ProviderNeed hierarchical relationships
  • ITAR = International Traffic in Arms RegulationsExisting SFC portal – wanted users to log in only to SFC to auth, then pass token
  • Not sure architecture is the right words for this.What kind of extranet do you want to build?Publishing Model: You are pushing information out to your users.24/7 self serviceYou control the content and the messageYou post files to your users to consumePredominantly one-way communication with usersCan ask for feedbackCollaboration Model: You are engaging in a conversation with your usersProvide users with informationTwo-way communication with your usersAllow users to post filesInteract directly with users
  • Collaboration ModelIronwoodJoint R&D portal(s)2 way collaboration document creation and editing in a joint R&D environmentProvisioned in a secure spaceSuffolkScale - thousands of users doing 2 way authoring (collaborative) on large scale construction projectstwo way communication vs publishing moduleintegration with primiveraPublishing ModelProgressPublish marketing documents from internal marketing department to partner channelIntegrated gateway to SalesForce.comNeeded to fit within the brand family of the companyClaims based authentication to integrate with custom LDAP directory and SSO with SalesForce
  • custom authentication providerhierarchical information Boss with all employees informationPublishing documentsOracle integration 2 way on on LOBPublishing workflow to populate content in multiple locations.Mercurysecurity integration with SalesForceEngineering collaboration with external parties in secure environment.Custom claims based authentication
  • On-PremisesOffice 365
  • Extranets webinar 2011_12_14

    1. 1. The SharePoint Extranet Story Key Considerations and Case Studies December 14, 2011 Audio Information: Call-in Number: 1 (877) 273-4202 Intl Toll Access#: 1 (213) 289-0155 Conference Room Number: 7207908
    2. 2. Insights House Keeping Items • Experiencing Issues? – Change color of your seat to RED • Questions for Speakers? – Submit questions during webinar • Twitter Discussion – #kmasp • Feedback – Webinar Feedback – Next Steps/Moving Forward TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    3. 3. Insights About KMA • Founded in 1995, focused on New England • 22 employees, technical DNA • Industries: Professional Services, Life Sciences & Financial Services • Technologies: • SharePoint, SQL Server, Office, and Visual Studio.NET • Specialties: • Collaboration: Portals, Websites, Communities and Content Management • Insight: Enterprise Search and Business Intelligence • Productivity: Forms, Workflow, Office Client Customization TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    4. 4. Insights About the Speakers – Mike Gilronan • Partner at KMA • Over 5 years at KMA, over 12 years in Microsoft partner community • Over 20 years of experience in IT and Professional Services – Public accounting & Controllership – Professional Services Leadership – Client Relationship Management – Business Development • Focused on Business Decision Maker point of view • “Recovering” CPA, PMP, all-around process geek TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    5. 5. Insights About the Speakers – Derek Cash-Peterson • KMA SharePoint Practice Lead • Working with Microsoft Web Content Management technologies since 2000 • 12 years consulting • Experience working in Primary Education, Higher Education, Professional Services, and Technology • Focused on User Centric Design, Information Architecture, and Branding TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    6. 6. KMA SharePoint Extranets TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    7. 7. Insights Extranet Audiences • Partners • Legal • Customers • Marketing • Vendors • R&D • Regulators • (Project) Operations TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    8. 8. Insights KMA’s Extranet Offering • Consulting services focused around: – Information Architecture – Branding and Design – Technology • Infrastructure Engineering • Custom Development TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    9. 9. 4 Key Considerations TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    10. 10. Insights 4 Key Considerations • Branding • Authentication • Architecture • Deployment Options TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    11. 11. Insights 4 Key Considerations • Branding TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    12. 12. Insights Branding: This? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
    13. 13. Insights Or This?
    14. 14. Insights Case Study – Branding • Challenge: Replace home- grown tools for customer and partner portals • Solution: SharePoint extranets that: – Surface content through Salesforce.com – Are highly branded • Business benefits: – Reduced cost to maintain single unified platform – Customer loyalty TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    15. 15. Insights 4 Key Considerations • Branding • Authentication TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    16. 16. Insights Authentication • Windows Authentication TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    17. 17. Insights Authentication • Windows Authentication • Claims Based Authentication TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    18. 18. Insights Case Study – Authentication • Challenge: Allow secure engineering team collaboration with external partners • Solution: SharePoint extranets featuring: – Authentication through Salesforce.com – Custom event handlers to ensure ITAR tagging for security • Business benefits: – Shortened product development lifecycles – Greater control over content TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    19. 19. Insights 4 Key Considerations • Branding • Authentication • Architecture TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    20. 20. Insights Architecture • Publishing vs Collaboration • Hybrid • What about social? TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    21. 21. Insights Case Study – Extranets for Collaboration User Requests Internet Usage• Challenge: Securely share information with stakeholders on large-scale construction Web Front End Servers (WFE) Serve as Web Front Ends management projects Network Load Balancer may also provide Query functionality depending on # of users, corpus of data (on Day 1)• Solution: SharePoint extranets with: – New logical architecture (content databases broken out) WFE 2x dual core WFE Scaleable External WFE for security isolation of external users /fault tolerance – Line-of-business data (e.g. submittals) 64-bit 8 GB RAM Local Storage (ca 160GB) Win 2008R2 selectively and securely provided to IIS (v.7) .NET (v.3.5) PMs, subcontractors, owners, and Index/Query Servers (I/Q) Serve purpose of offloading indexing architects And query activities from WFE Need for one or more driven by detailed search requirements,• external data sources to be indexed Business Benefits: External data stores to be searched Index 2X dual core Query Servers (2...n) for scalability, performance, failover – Single system of record (e.g., file shares, 64-bit Web sites, 8 GB RAM LOB applications, etc.) Local Storage (ca. 80-160GB) TBD Win 2008 R2 – Templated “walled gardens” for each IIS (v.7 .NET (v.3.5) project Microsoft SQL Server Database Servers (MSSQL DB) Run the databases that store SharePoint data. – Tracking who touched what, when Single vs clustered MSSQL DB is dependent on: corpus of data, tolerance for downtime, and desired performance. – Ease of archiving MSSQL DB 2x quad core MSSQL DB (2...n) for scalability, performance, failover 64-bit 8 GB RAM SAN – RAID 5/10 Storage 3TB/TBD Win 2008 R2 IIS (v.7) .NET (v.3.5) TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    22. 22. Insights Case Study – Extranets for Publishing • Challenge: Publish information selectively to partners in different channels. • Solution: SharePoint extranets with: – Custom authentication provider – Hierarchical relationships among external users • Business Benefits: – Increased customer service levels from consistent messaging and easily found content based on role – Increased efficiency with “create once, publish many” workflows TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    23. 23. Insights 4 Key Considerations • Branding • Authentication • Architecture • Deployment Options TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    24. 24. Insights Deployment • On-Premises • Office 365 TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    25. 25. Insights Extranets On-Premises vs In the Cloud – Some Considerations On-Premises Hosted Custom authentication Opex vs Capex Custom publishing Ease/speed of provisioning workflows Highly managed Development via mid-tier customization tools TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    26. 26. Insights Case Study – Extranets “in the Cloud” • Challenge: Eliminate e-mail correspondence, better manage content shared with vendor community • Solution: SharePoint On-line extranets with: – Home page with centralized content everyone sees – Individual “walled gardens” for vendor-specific content • Business Benefits: – “Create once, publish many” capability – Quickest time to value, least CapEx TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    27. 27. Insights 4 Key Considerations • Branding • Authentication • Architecture • Deployment Options TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    28. 28. Questions & Answers TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    29. 29. Insights In Closing… • Resources – Extranet Topologies Guidance from Microsoft: http://bit.ly/kma12-14-11a – Microsoft Best Practices Guide for Extranets: http://bit.ly/kma12-14-11b – SharePoint On-Line (Office 365) Service Description: http://bit.ly/kma12-14-11c • KMA’s Offering • Next Steps – Continuing the Conversation TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    30. 30. Insights How to Sustain the ConversationName E-mail Twitter BlogMike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-blog.kma-llc.net/Derek Cash-Peterson dcash-peterson@kma- @dcpkma http://blogs.kma-llc.net/goodpoint/ llc.netKMA @KMALLC http://www.kma-llc.net TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .
    31. 31. Thank You TWITTER #KMASP Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

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