Composite Applications Speaking Tour - Lap Around Office Business Architectures

Mike Walker Architecture Strategy Team A Lap Around OBA Architectures

Agenda
Presentation Layer
Types of Clients
Application Services Layer
Overview of MOSS Services
Business Data Catalog
Excel Services
Form Services
Workflow Services
Information Rights Management

Anotomy of OBA Clients Office SharePoint Server 2007 WSS 3.0 Forms Services Outlook Word Excel PowerPoint InfoPath Communicator Shared Open XML IRM Excel Services Data Services ECM Services Security Services Storage Services Portfolio Mgmt Project Management Enterprise Search ASP.Net Master Pages | Web Parts .Net VB | C# Portal Framework Workflow Foundation Rights Management Services Document Libraries

Hybrid Clients
Smart Client, Ent. Mash-up
Fits in Heterogeneous environments
Office Clients
Couples rich UI with backend systems
Utilize MOSS Services
Portal Clients
MOSS Portal is the Primary UI
Exposes LOB information through Web Parts
OBA Architecture Patterns WP LOB Systems WP WP Task Pane Ribbon LOB Systems MOSS Services LOB Systems MOSS Services WP WP

Example: Architecture Presentation Layer Web Based Portal Extensible UI Application Services Layer Office Clients Business Rules Engine Centralized Business Rules Orchestration Layer SQL Server 2005 3rd Party External Mortgage Providers Lending Message Bus Business Process Management Data Services Layer State full Web Services Stateless Web Services

Presentation Layer

Presentation Layer Clients
Outlook
Excel
Word
InfoPath
Portal
MOSS
Hybrid
Smart Clients
Integration with MOSS and Office Clients

Client Applications
Word, Excel and PowerPoint
Overhauled UI to create new user experience (UX)
Enhanced integration with WSS and other data sources
New XML-based file format to enhance integration and interoperability
Outlook
New object model for developers
Enhanced search and RSS feeds
WSS integration with tasks, scheduling and list synchronization
WSS "V3" Exchange Server Other Databases & Web Services Word 12 Excel 12 PowerPoint 12 Outlook 12

Office Clients
New UI customization model
Application level task panes
Consistent model between applications
Create and deploy application specific functionality
Add your own tabs, built-in tabs and contextual tabs
Task Pane Ribbon Core Features Add-in Storage Services
WSS / MOSS
Web services
VSTO

InfoPath
Application Centric
Tech and Industry Standards Based
Word, Excel, PP
Word Processing Standard
Extends BI
XML Support Under the Covers
Visio
Design Time Views
Modeling
Visio XML Open XML Custom XML

Open XML Format Architecture User view single Office “file” Developer view modular file Package Questionnaire. docx Questionnaire. docx Relationships _rels Document, Application, Custom Document Properties docProps Document Parts word / xl / ppt [Content Types].xml Custom Defined XML, Macros, … custom fld

Open XML File Formats docx dotx docm dotm pptx potx pptm potm xlsx xltx xlsm xltm Macro-Free Macro-Enabled Document Template Document Template Open Packaging Convention

Where Open XML Documents can be used
XML allows Office information to flow freely through the enterprise
New opportunities to share information with customers
Information can be surfaced through Office applications much easier
Generating Documents in Word

Scenario: Document Generation
Your site can generate documents on demand
Generate document s from live backend data
Eliminate cut-and-paste from Web pages
Provide rich offline experience
Your Bank's Web site Excel Spreadsheet with your account data

Build Document Life-Cycles Ready to publish, sign off & approve Create Edit / Review Archive or Delete Publish Document Inspector Mark as Final Signatures Rights Management

Protect Information with Document Inspector
Inspect Word, Excel or PowerPoint documents
Remove Personally Identifiable Information (PII)
Name, initials, company information, computer name, document revisions, template information, tracked document changes, …
Individual modules for different types of sensitive content
Experience gives users control before altering the document:
Batch inspection
Individual module reporting
Individual module fix/correction

Document Extensibility Scenarios
Pluggable architecture
You can design your own inspector
Add yours in via exposed COM interface
Some possibilities:
‘ Sensitive’ words, phrases, or topics
Content marked confidential
Verifiable
New file format allows for external verification

Role of InfoPath
Debut in Office System 2003
Rich-client desktop app
Platform for next generation of electronic forms
Capture business data
Dynamic, XML-based forms
Rich data entry and validation
Automate business processes
Integration with multiple back-end systems and services
Rapid solution development
Conditional and rule-based logic for IW forms
Script and .NET support

Why InfoPath
Rich XML transformation, conditional formatting calculations, data access and validation
Developer Productivity Gains
Extensibility
SharePoint Web Part
InfoPath Client Option
Smart Client
Online / Offline Capabilities
Native XML Support

InfoPath Architecture Replay event log Generate Return updated data array Download script and data array Postback event log via XMLHTTP Validation Execute calculations Execute rules Editing actions (All using script) Generate and render HTML (using script) WSS MOSS Servers XSN ASPX XSN, XML loaded Business logic execution Browser

ECM Integration Enterprise Search Business Data Catalog Role Based Web Service Integration ECM Integration

Web Part Architecture
Web Part Page in WSS is designed with
One instance of SPWebPartManager class
One or more SPWebPartZones
Editor Zones and Catalog Zones supplied by WSS pages
SPWebPartManager SPWebPartZone (Left) SPWebPartZone (Right) Editor Zone Catalog Zone Web Part 1 Web Part 2 Web Part 3 Web Part 4 Web Part 5 Editor Parts Catalog Parts

Office PerformancePoint Server 2007
Aligns and supports PM process
Spans the enterprise
Provides visibility and transparency
Business users own and maintain
Flexible and model driven
Auditable & secure
Plan, budget, forecast, scorecard, dashboard, management report and consolidate
Workflow driven templates/forms
Pre-built rules & calculations
Single data model & definitions
Bring all users into PM process
Personalized scorecards, plans
Active alerting and notifications
Powerful visualization and annotations
Support collaborative PM
Familiarity of Office and Excel
Self service for business users
Centralized application management
Improved control of spreadsheets
Integration with data sources
Priced for broad deployment
Extends existing investments in Office & SQL & Dynamics
Business Management Driven Functional Capabilities People Empowerment Superior Value

Monitoring
Spans across personal to Organizational dashboards
Real-Time Contextual KPIs
Scorecard s
Certified by industry standards

Analytics
Extensive BI Supported including:
Decomposition Trees
Drill Across
Root Cause Analysis
Online and Offline Capabilities
Business Users can self-serve without a developer

Reporting and Consolidation
Brings information together into single views
Users can combine both financial data and organizational data
Can utilize many different sources for information such as Excel Services
Rich Integration with many different backend data providers

What did we see?
Integrated Experience for Users
Business Enabler
Both Structured and Ad-Hoc Workflows
Enterprise Content Management

Treasury and Cash Mgmt. Solution Architecture Windows Vista Windows Server 2003 Office SharePoint Server 2007 Active Directory SQL Server 2005 Client Server Enterprise Search Excel Services Windows SharePoint Services Roles Workflow Version Control Security Collaboration Web Parts Object Models, Web Services, Event Handlers Document Libraries BizTalk Server 2004 LOB Applications Accounts Payable and Receivable Systems, ERP etc. Office Enterprise Edition 2007 Internet Explorer Dashboard (KPIs, Cash Balance, Targets) Word 2007 (PivotTable Reports) Outlook 2007 InfoPath 2007 Society for Worldwide Interbank Financial Telecommunication (SWIFT)

What did we see?
Integrated Experience for Users
Business Enabler
Both Structured and Ad-Hoc Workflows
Enterprise Content Management

MOSS Application Services

MOSS Application Services MOSS Application Services Operating System Platform Services Database Search Workflow ASP.NET ( Web Parts, Personalization, Master Pages, Provider Model for navigation, security, etc. ) WSS Core Services Storage Repository Metadata Versioning Backup Security Rights/Roles Pluggable Auth Per Item Rights Trimming Mgmt Admin UX Delegation Provisioning Monitoring Topology Config Mgmt Farm Services Feature Policy Extranet Site Model Rendering Templates Navigation Visual Blueprint APIs Fields/Forms OM and SOAP Events Deployment Collaboration ECM Portal Search BPM BI Project

Extending Office SharePoint Server 2007 WSS Adapters and Object Model Web Services Client or Web Parts Remote Client SharePoint Server

BDC Architecture Overview Business Data Catalog Web Parts Lists Search User Profiles Custom Apps Database WS Proxy ADO.NET Web Service List store Search Index Profile Store Metadata

Business Data Catalog Connects Users To LOB Data

Scenario: Pipeline Management Business Data Catalog WS Proxy ADO.NET Pipeline Web Part Web Service Metadata Metadata

InfoPath Forms Services InfoPath Client (Design Mode) Intranet Extranet / Internet Browser InfoPath Client (Edit Mode) Office “12” servers Forms Services IW : InfoPath Designer Developer : VS Tools Browser InfoPath Client (Edit Mode)

Excel Services Calculated data and charts Browser Spreadsheets rendered in web parts Set parameters, sort, filter, drill to explore and view the right data High fidelity to Excel client Custom Applications Set values, perform calculations, get updated values via Web Services Retrieve full workbook file Spreadsheets/ Calculated data Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching Office SharePoint Servers & Excel Services Spreadsheets Excel 2007 Design and author Open in Excel for rich exploration and analysis Open snapshots Spreadsheets/snapshots Excel 2007

Excel Services Provides
A new server codebase built on SharePoint platform
Server-side Excel calculation engine
Browser access to live, interactive server spreadsheets
Web service access to server-side Excel calculation

Excel Services Architecture Windows SharePoint Services Office ’12’ Server Excel Web Access Excel Web Services Web Browser BI Portal ISV Application Excel Calculation Services Proxy Excel Calculation Services (ECS) Backend Server Front-end Web Client

SharePoint Workflow Architecture Workflow Template Collection Workflow Assembly Workflow Assembly Workflow Assembly Content Type List Document Library Farm-level Workflow Association Table Workflow A Workflow B Workflow C Form 1 Form 2 Form 3 Form 1 Form 2

Workflow-Aware Applications
Browser
Farm and site collection administration
Workflow initiation, configuration and completion
Ad-hoc Customization (Forward/Delegate)
Office 12 Client Applications (e.g. Word, Excel, PowerPoint)
Ad-hoc Customization (Forward/Delegate)
Outlook 12
Task notification and task completion
SharePoint Designer
Wizard-based authoring and forms integration
Application deployment
Access
Reporting

Human vs. System Workflow
Information Worker Driven
User Interface Centric
Un-Structured Data
Process controls Navigation and UI Elements
Application or Business Rules Driven
Application Interface Centric (Services)
Structured Data
Workflow controls application & enterprise level business logic
Systems Business Users System Orchestration Human Workflow

Workflows and Orchestrations Team Up

Workflow Design Tool in SharePoint Designer

Add Metrics, Reports And Dashboards Portal (Office Server) Data Warehouse (SQL RDBMS) Integrate (SSIS) Analyze (SSAS) Report (SSRS) Business Scorecarding (BSM) End-user Analysis (Excel) 3rd Party Apps

Reports and Dashboards Spreadsheet via Excel services SQL Analysis Services Manually entered Sharepoint lists Portal Components (Web Parts)

Assembling Dashboards are Self-Serve
Pick a web part gallery
Select a web part zone
Select a web part
Template suggests web parts per zone

Information Rights Management
Support for IRM permission policy templates
InfoPath now supports IRM for forms
Rights managed e-mail threads enabling “protected conversations” in Outlook

Recommended Resources MSDN OBA Architecture Center http://msdn2.microsoft.com/en-us/architecture/aa699381.aspx Office Developer Center http://msdn2.microsoft.com/en-us/office/default.aspx Financial Services Architecture Center http://msdn.microsoft.com/FinServArch Mike Walker’s Blog http://blogs.msdn.com/MikeWalker

Call to Action Develop your solution Attend training Join Solution Showcase Programs and CodePlex
Partner Engagement Program
MSDN ® Online
Download the RAPs
MSDN Office Developer
Office System Developer Conference
SharePoint Conference
Work with Microsoft to get your first sales wins
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Composite Applications Speaking Tour - Lap Around Office Business Architectures

by Mike Walker on Jan 19, 2009

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Composite Applications Speaking Tour - Lap Around Office Business Architectures — Presentation Transcript