KMA SharePoint 2010 Preview Seminar Deck

Welcome • Keynote – Fiona Akhtar, Microsoft • Act 1: Collaboration themes – Michael Gilronan, KMA • Break • Act 2: Insight and Productivity themes – David Goldstein, KMA • Breakout #1: Platform/IT Pro Track (MPR A) – Chris McNulty, KMA • Breakout #2: Developer Track (Boston Room) – Liz Hatch, KMA • Breakout #3: Licensing Track (EBC) – Adrian duCille, KMA (2) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Prologue: Key Questions We Will Address • How can I use SharePoint 2010 to make my employees more collaborative? – Enhanced tools for content-based collaboration – SharePoint communities – More ways to access and share content (3) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements (4) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

SharePoint Content User-centric Flexibility and Compliance Management Efficiency (5) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

SharePoint Communities Informal Knowledge Social Connections Participation Anywhere (8) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

People Data - Out of the Box • User Profiles • Rich Object Model • User Profile Web Service • Social Data – Tags, Comments, & Rating – Activity Feed – Social Data Service • Organization Browser (9) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

IT Pro Investments Scale with Governance Deployment Flexibility IT Productivity (11) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

BREAK!

Prologue: Key Questions We Will Address • How can I use SharePoint 2010 to make my employees more insightful? – By exposing key data to them from data bases and line of business systems – By easily connecting this data to dashboards, maps, pictures, lists, … • How can I use SharePoint 2010 to make productive? – By developing forms and workflows that automate key business processes (14) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Act Two Productivity and Insight Act, in three scenes: Scene Business Problem SharePoint 2010 Feature 1 Unlocking line of Business Connectivity business data Services 2 Automating business InfoPath and workflows processes 3 Deriving insight from Connecting web parts to data create mashups and dashboards (15) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Act 2, Scene 1: Business Connectivity Services Challenges With Back End Data • Multiple user interfaces • Islands of business data • External systems can be difficult • Overhead for IT to service to use all user requests • Can't work with the data when • Manage security, and where I want to auditing, connectivity • Can’t easily search for • One off projects for connecting business data to external systems • Need to involve IT to service my requests for data access

Solution: Business Connectivity Services Bring external data into Provide External Data in a SharePoint and Office Centrally Managed Way

Exposing External Data Through BCS SharePoint External Lists SharePoint Workspace Outlook Forms External Content Type Customer CustomerID FirstName LastName EmailAddress External data

External Lists in SharePoint • Expose external data as a native SharePoint list – Full CRUD capability – Familiar UI and navigation – Sort, Filter, Group – Programmatic access via SPList OM – Profile page available for each item in the list – Form • Auto-generated OOB • Upsize to InfoPath – Offline-able

Act 2, Scene 2: Improving Productivity Through Process Automation

Introduction to InfoPath 2010 Form Designer & Filler • Browser and Client forms Visual Layout Form Logic Data Connection

InfoPath and SharePoint 2010 Form Designer & Filler • Browser and Client forms with form logic & data connectivity Forms for SharePoint • Lists, External Lists, Form Libraries & Workflow forms Forms integrated into Office • SharePoint Workspace, Outlook, Word, PowerPoint, Excel

Applying Workflows to InfoPath • Managing how people work – Document approval & feedback – Collaborative reviews & discussions – Gathering signatures • Business logic in action – Rules for SharePoint content – Applied automatically or on demand (24) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Workflow Solution Spectrum Custom Non- Declarative • Import Custom solution into Activities Visual Studio • Advanced • Encapsulate modeling Custom custom code in new action • Hook up Declarative Out-of-Box workflow to • Deploy in full events Customization • Start from or partial trust scratch or (as user code) • Association from existing Out-of-Box and initiation Workflows settings • New actions • Modify logic • Task process • Ready to use framework in SharePoint • Common • More types of Designer approval workflows scenarios • Design forms in InfoPath

Act 2, Scene 3: Turning Data into Insights Mashup: an application that results when a business user combines multiple sources of enterprise and public data with some visualization and interaction capabilities.

Claims Management Mashup Image Web Part Map Send Row Of Data Web Part (List ID) Send Row of Data Launch (Image URL) Form In Insurance Dialog Claims List List Web Part LoanLoan FormForm Get Form From Connecting web parts to provide insight and improve productivity

Connecting Web Parts To Build Dashboards

What Goes Into a Dashboard? Content Data

Business Intelligence Demo

BCS, InfoPath, Mashups and Dashboards in Perspective Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot

Resources • From Microsoft: – Microsoft New England LIVE SharePoint Conference event: 1 Feb 2010 – SharePoint 2010 site (including beta download): http://sharepoint2010.microsoft.com – SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx • From KMA: – January follow-up SP 2010 webcast (and others TBD) – Web: www.kma-llc.net (now powered by SharePoint!) with white papers, blogs, archived presentations, news, and events – Twitter: @KMALLC, @kmadavid, @mikegil, @cmcnulty2000, @aducille – SharePoint Deployment Planning Services (SDPS), now available for 2010 planning – Follow-up e-mail with slide decks, prize winners

Calls to Action • Start planning NOW: – 2010 planning under SDPS (subsidized by Microsoft) – KMA will supplement offering for attendees of this event – KMA “SharePoint Health Check” offer • Training and Learning: – CompuWorks’ offer for SharePoint End User training – KMA and Microsoft events and webinars • Volunteers? SharePoint Beta!!

Breakout Session Rooms 1: Platform IT Track - MPR A Room Chris McNulty 2: Developer Track - EBC Room Liz Hatch 3: Licensing Track - Boston Room Adrian duCille

Thank you!

SharePoint 2010 – IT Platform Overview Chris McNulty

Branding • 2007: Extensive Customization Possible, requires CSS and SharePoint Designer • 2010: Branding and Themes Directly From Browser (39) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Platform Basics • SharePoint 2010 will be a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers will require some advance prep work. • Windows Server 2008 or Windows Server 2008 R2 X64 • SQL Server 2005 x64 SP3 CU3 • Or • SQL Server 2008 x64 SP1 CU2 • For the beta – probably also need KB971831 - support the token authentication without transport security or message encryption in WCF (41) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Client/Browser Technology • On the client side, Internet Explorer 7/8, Firefox and Safari will all be supported. However, IE6 will not be supported, so IT shops that had been deferring that upgrade should plan accordingly. • Most other browsers are still supported for Internet configurations • Office 2010 includes optimizations for the new platforms • Offline Access – 2007: used Outlook 2007 and Groove – SharePoint Workspace 2010 integrates offline documents and lists (42) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Office Web Applications • SharePoint 2010 will provide a server based version of most Office applications – Office Web Access, or “OWA”. [It's going to be hard to stop thinking only of web access to Exchange as “OWA”!] • In part, this enables simultaneous multiuser editing of Office documents: – Excel in OWA, not client – Word/PowerPoint on client only if file opened from a shared document library – OneNote client or OWA (43) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Shared Service Applications • The 2007 Shared Services Provider has been broken up. • Each of its elements is now a Shared Service Application • Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.] • Crawl/index no longer a single server role (44) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Managed Metadata Service • Centralized shared hierarchies of tags and terms [taxonomy] • Centralized governance of user-created keywords [folksonomy] • Centralized sharing and publication of content types throughout the enterprise (45) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Demo • Central Administration – New Site Collection – Shared Service Application – Managed Metadata Service (46) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Logging, Monitoring, and Alerts • Unified Logging ULS Logs • Out-of-the-box reports • Richer Web Analytics Windows Events • Open Schema Logging • SCOM Integration Page requests DB Feature Logging Health data (47) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Proactive Resolution • Developer Dashboard – Empower developers and users • Integrated Health Analyzer – Runs when necessary – Alerts anomalies – Fixes when it can (48) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Health and Monitoring Demo • IT Management – Health Analyzer – Web Analytics – Developer Dashboard (49) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Predictable Upgrade • Pre-upgrade checker • Visual Upgrade • Resumable upgrade • Progress reports • Parallel DB upgrades (50) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Thank you… • Contact Details – Email cmcnulty at kma-llc dot net – Blog http://blogs.kma-llc.net/microknowledge – Twitter: http://twitter.com/cmcnulty2000 – LinkedIn:http://www.linkedin.com/in/cmcnulty (52) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Thank you!

Agenda Breakout #2: Developer Track Visual Studio 2010 Developer Dashboard Sandbox / Staging (56) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

What We Need to Know • Details! – Development needs – Development approaches – Development process • Major changes in what we need to code – For instance, field validation using custom field controls, custom forms, event receivers  built-in using InfoPath • Microsoft’s Vision and SharePoint Architecture – Explicit / Implicit – Moving toward more open architecture (57) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

SP 2010 Application Lifecycle • Microsoft Listened! – Community had already adopted Best-Practice approach independent of Microsoft • SP 2007 Development – SharePoint Extensions were inflexible / not very useful – Windows class projects with 12 hive structure are commonly used – WSP Builder and setup.exe • SP 2010 Development – Lots of project types including empty project – SharePoint Extensions are USEFUL – Built-in Solution Packaging (58) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Web Parts • SharePoint 2007 – Stand-Alone Web Parts • No WYSIWYG design available • Can develop component hosted in web application, if design is complex • In some cases, can implement as user control hosted in web part with serious limitations • SharePoint 2010 – Visual Web Parts – Stand-Alone Web Parts (59) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Developer Dashboard • Command Prompt / turn on by running batch file – STSADM or Windows PowerShell – Need to run with admin privileges • In SharePoint, go to site settings to test dashboard – Look for tiny icon in right margin – Reload page – Click on icon – VOILA! (60) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Sandboxed Solutions 1. Enable the service “Microsoft SharePoint Foundation User Code Service” 2. Central Admin: Turn on in “Services on Server” 3. Deploy to Solution Gallery 4. Constraints of Sandboxed Solutions – Developer must be site collection admin – Web Part must be derived from System.Web.UI.WebControls.WebPart namespace, NOT SharePoint-based Web Part – No calls to web service, file I/O, limited access to SharePoint object model – Assemblies run under different process (SPUserCodeV4) – Cannot create Visual Web Part (61) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

Workflows Using Visio 2010 • SharePoint Designer  Visio 2010  Visual Studio • Select Flowchart, SharePoint Workflow Option – Create workflow – Check for errors – Export to VWI file • SharePoint 2010 not yet importing… • SPD Overview – Import, Customize, Export (62) Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved. Twitterhashtag: #kmasp2010

December Seminar • The SharePoint 2010 Preview December 17, 2009

• Only available through Microsoft Volume Licensing • CALs commonly sold via Microsoft CAL Suites – Core CAL Suite – Enterprise CAL Suite • CAL Suites simplify the acquisition of server infrastructure • Offering industry-leading capabilities at cost-effective price points • Eliminating the need to obtain licenses one product at a time • Providing the flexibility to adapt to the technology demands of your people without the additional worries of licensing compliance

• SharePoint Enterprise CAL has Office client related services • Licensing requirement depends on what is used

• SharePoint Deployment Planning Services (SDPS) – Plan your new SharePoint deployment • Physical Architecture • Logical Architecture • Business Value Planning Services (BVPS) – Streamline key business processes via the Microsoft Office System • Automated Forms • Content Search and Reuse • Sensitive Records Management • Performance Measurement & Reporting • And the list goes on………..

KMA SharePoint 2010 Preview Seminar Deck

by Knowledge Management Associates, LLC on Dec 21, 2009

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KMA SharePoint 2010 Preview Seminar Deck — Presentation Transcript