Sharepoint 2007 Detailed Technical Overview
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Sharepoint 2007 Detailed Technical Overview

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This is a high level overview of Microsoft Office SharePoint Server 2007 (MOSS) for technical decision makers and IT managers. It covers all sections of the technology from a product marketing......

This is a high level overview of Microsoft Office SharePoint Server 2007 (MOSS) for technical decision makers and IT managers. It covers all sections of the technology from a product marketing point of view and gives a broad understanding of its usage scenarios and applications.

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  • 06/07/09 14:26 © 2007 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.

Transcript

  • 1. April 2008
  • 2.  
  • 3. Team Division Enterprise Extranet Internet Individual SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 4. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project SharePoint Platform Services
  • 5.
    • xx
    SharePoint Platform Services
  • 6.
    • Document Management
    • List management
    • Workspaces
    Windows Workflow Foundation
    • Windows
    • Communication Foundation
    • Web Services
    • ASP.NET 2.0
      • Web Parts
      • Master Pages
      • Membership
      • Navigation
      • Caching
    Internet Edition or Enterprise CAL Business Data Services Forms Services Excel Services
    • Forms
    • Calculation / Business Rules
    • Integration
    Internet Edition or Standard CAL Search Services Content Management Portal Services Content Management Services
    • ECM
    • Seach
    • Aggregation
    • Discovery
    • Collab
    SharePoint Platform Services
  • 7. Deep dive Extensions for WSS 3.0 SharePoint Platform Services
  • 8. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 9.
    • Delivering information and applications under the context of the user
    • Intranet / Extranet / Internet
      • Authentication - identification
      • Authorisation - access controls / role based
      • Personalisation - user profile system
      • Audiences - content targeting
    Portal
  • 10. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 11.
    • Information workers need tools to manage the entire lifecycle of content from the time it is created to when it is published and finally disposed or stored for long term archival
    Dispose Archive Publish Manage Review/ Approve Author Integrated solution to manage the complete content lifecycle Enable a uthoring/information capture with review/approval capabilities Centrally managed repositories with retention/auditing policies, metadata and security Integrated intranet, extranet and internet publishing capabilities Content Type = Metadata + Behavior Enterprise Content Management
  • 12.
    • Global definition of types of content e.g. Financial Report
      • Metadata
        • Templates created automatically – can be extended using InfoPath
      • Behaviour (policies) .... extensible including ’out of the box’:
        • Workflow
        • Rights Management
        • Retention
        • Auditing
        • Bar codes / labelling
        • Document templates
    • Definitions can be hierarchical
    Enterprise Content Management
  • 13.
    • Storage and retrieval of electronic data files
      • Reuse and protect knowledge assets
      • Facilitate structured document authoring and collaboration
      • Integrated content and business processes
    • Check in / Checkout
    • Versioning (major/minor)
    • Metadata
    • Content approval
    • Workflow
    • Role based security
    • Auditing
    Document Repository Sales Asia Pacific Region Employment Claims
    • Contracts
    Forms Scanner or Multi-function device Office Team Sites Web Workflow / Business Processes Enterprise Content Management
  • 14. Tight Desktop Integration SharePoint Document Libraries providing DM functionality Enterprise Content Management
  • 15.
    • Authoring and publishing system to empower non-technical content authors to manage a web site
      • Give business users the power to author and publish web content in a timely manner
      • Utilize brand assets more effectively
      • Lower the cost of managing multiple site and multilingual delivery
    • Separation of content and presentation
    • Authoring: (HTML Editor / Office )
    • Built in review/approval workflow
    • Site variations
    • Personalised content
    • Deployment system
    Web Content Repository HTML Web Pages Content Authors Site Developers Template designers Graphics Designers Templates Content Enterprise Content Management
  • 16.
    • Publishing feature must be ‘Activated’
    • ASP.NET 2.0 Master Pages are used to control look and feel of the website
    • Page Layout defines the remainder of the page
      • Provides consistency for similar types of pages
    • Field Controls render the content items
      • Three lives : View Mode, Edit mode & Design Time
    ‘ Pages’ Doc Lib CMS Page Rendering Master Page Page Layout Field Controls 2.0 Enterprise Content Management
  • 17. Enterprise Content Management
  • 18.
    • Information created, received, and maintained as evidence in pursuance of legal obligations or in the transaction of business
      • Reduce risk of non-compliance and legal liability
      • Retain vital records for business continuity
      • Reduce costs of retrieving information for legal discovery
    • Configure repository as per file plan
    • Capture a nd c ategori s e business  r ecord s
    • Auditing, expiration and retention policies ( defined by regulations or business policies )
    • Hold capabilities in case of litigation
    Records Repository Records Manager Forms Scanner or Multi-function device Office Team Sites Web Contracts Asia Pacific Region Financials Mortgage Enterprise Content Management
  • 19.
    • Moves records to the correct part of the file plan
    • Default ‘Router’ uses Content Types
    • Can be replaced with a custom router
    Exchange SharePoint Documents Mail Web Services RM Enterprise Content Management
  • 20.
    • Exchange Server ‘Hub Transport’ Role
      • New role for Exchange Server 2007
      • All traffic – internal, incoming and outgoing – goes through the Hub Transport.
    • Managed Folders
      • Special folders setup by Exchange Administrators
      • Exposed to Selected Users – available via Outlook
      • E-mail handling policies for Records Management and Classifications
    Exchange Mail SharePoint RM Enterprise Content Management
  • 21.
    • MOSS can’t:
    • Define for you your fileplan and taxonomy
    • Define for you your business process
    • Define for you your retention and disposal policies
    • Manage the inevitable cultural change
    • Revolutionise you from a basic to sophisticated level overnight
    • But it can:
    • Provide the features to realise them
    • Provide the features to facilitate them
    • Provide the features to enforce them
    • Encourage user adoption
    • Provide you a platform for strategic evolution
    Enterprise Content Management
  • 22. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 23.
    • Information workers need tools to quickly locate relevant information from diverse data sources.
    • Organisations need to protect sensitive information.
    Enterprise Search Desktop Search Internet Search
    • Find information across the desktop, intranet and Internet
    • Use information via intuitive, familiar interfaces
    • Share information among teams and connect people in real-time
    Free download Built-in Windows Desktop Search People Use Share Find Enterprise Search
  • 24.
    • Integral part of Portal and Content Management
    • Big Investments:
      • Relevance ranking
      • End user search experience
      • Across repositories
      • Manageability and deployment flexibility
      • Revamped platform and infrastructure
  • 25. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 26.
    • Information workers need tools to enable them to work collectively irrespective of any geographical barriers.
    Empowering Global Teams with Collaborative Workspaces Unified Communications Connecting People, Process, and Information
    • Communications that once were separate become unified
    • E-mail, instant messaging, and Web conferencing are available to people in the context of the work they are doing
    • Teams can easily collaborate by using workspaces that match when, how, and where they are working
    • People can quickly find, connect, and interact with the right people, business processes, and enterprise information and data that they need to get their job done
    Knowledge Network for SharePoint Server 2007 Surveys … Documents Discussions Tasks Contacts Members Calendar Team Collaboration
  • 27.
    • Rich client designed from the ground up for working online, offline, and across network boundaries
    • Teams and data stay in sync automatically and effortlessly
    • SharePoint integration connects informal projects with structured workflows and applications
    • Scalable solution simplifies sharing information throughout and across organizations
    Sync Collaboration Relay Server Disconnected Employee Employee Partner
  • 28. Collaboration
  • 29. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 30.
    • “ People are key”
    • MySites
    • People Search
    • Colleague Tracking
    • Blogs
    • Community Kit
    Social Networking
  • 31. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 32.
    • Organisations need tools to define a collection of related structural activities that produce something of value and/or ensure compliance
    • Information workers need tools to enable them to easily undertake these activities providing appropriate inputs and handling the outputs.
    • Forms
    • Orchestration / workflow
    Forms & Business Processes
  • 33.
    • Provide human interaction with the inputs / outputs of a business process
    • A ‘business users’ interface into creating an XML document that conforms to an schema
    • Browser Compatibility
      • Internet Explorer
      • Firefox
      • Netscape
      • Safari
      • HTML enabled mobile devices
    • OS Compatibility
    Electronic Forms
    • Scalable, security-enhanced, standards-based data-gathering solution
    Forms & Business Processes
  • 34.
    • The flow of the business process
    • Workflows in flight are persisted in SharePoint
    • Human workflow interaction via Office Client or SharePoint.
    • Out of the box standard patterns re shipped with MOSS 2007
    • Custom workflows developers using SharePoint Designer 2007
    • Complex workflow developers using Visual Studio
    Windows Workflow is great for workflow within an application whereas BizTalk is great for workflow across applications and this is precisely why BizTalk shines in Enterprise Application Integration scenarios Workflow – e.g. Approval, Request Feedback, Translation Window Workflow Foundation Business Process Orchestration and Integration
    • Process Orchestration
    • Adapters
    • Message translation
    • Well proven – high scalable
    • Extensive admin and analytics tools
    Biztalk Adapter for SharePoint Libraries Forms & Business Processes
  • 35. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 36.
    • Integration using web parts and workflow
      • Common patterns:
        • HTML view / web grabber (screen scrape)
        • Access via API / web services
        • Direct access to database
        • Integration brokers e.g. Biztalk
        • Data View web part
      • Single-Sign On
        • Credential mapping
    • Business Data Catalog
    Metadata Business Data Catalog Web Parts Lists Search User Profiles Custom Apps Database WS Proxy ADO. NET Web Service SQL Server, Oracle, OLEDB, ODBC BizTalk Server, SAP, Siebel, Legacy, … Integration
  • 37. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 38.
    • Information workers need tools to make well informed business decisions and enable competitive advantage.
    Business Insight
    • Dashboards, KPI web parts
    • Browser based access to spreadsheet functionality
    • Connect to OLAP cubes / SQL 2005 Analysis Services
    Drive Business Performance Microsoft Office PerformancePoint Server 2007
    • Performance management process through personalized Web-based scorecards
    • Advanced analytic and data visualization capabilities
    • Planning, budgeting and forecasting
    Business Intelligence
  • 39. SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 40.
    • Organisations need tools to effectively manage and coordinate work, resources and costs … ranging from one-time projects to complex programs and portfolios across the business.
    Project Effectively manage and coordinate work from simple projects to complex programs
    • Manage projects and programs
    • Control resources and finances
    • Time and status reporting
    • Manage projects, programs and applications
    • Align portfolios with business strategies
    • Advanced portfolio analytics and optimization
    Identify, select, manage, and deliver portfolios that align with their business strategy Project Lite
    • Project Tasks List ... Gantt Chart
    • Issue Tracking List
    • 40 Windows SharePoint Services 3.0 Application Templates including:
      • Project Tracking Workspace
        • (Project Issues. Project Risks, Project Deliverables)
      • Budgeting and Tracking Multiple Projects
        • (Project Lists, Project Tasks, Project Issues, Project Milestones)
    http://microsoft.com/sharepointapps
  • 41. Team Division Enterprise Extranet Internet Individual SharePoint Platform Services Portal Enterprise Content Management Collaboration Social Networking Enterprise Search Forms & Business Processes Integration Business Intelligence Project
  • 42. © 2008 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. http://markharrison.co.uk/blog
  • 43.  
  • 44.
    • Architecture
    • Development
    • Deployment
    SharePoint Platform Services
  • 45.
    • A collection of one or more servers, each performing one or more functions:
      • Web Server
        • Web front end
        • No service or data, just serves out HTML
        • Scale out - Network Load Balanced
      • Application Server
        • Hosts ‘services’
        • Scale out depends on services
          • Index server is an exception
      • Database Server
        • Configuration
        • Content
    SharePoint Farm Web Servers Application Servers Database Servers SharePoint Platform Services
  • 46.
    • Web Front End
    • Shared Services Provider
    • Index Server
    • Query/Search
    • Excel Calculation Server
    • Forms Server
    • Database Server
    • Various topologies from entry-level single machine to business critical high availability scale-out architecture
    • Internet / Extranet / Intranet
    SharePoint Farm Web Servers Application Servers Database Servers SharePoint Platform Services
  • 47. Web Application Config Database Content Databases Shared Service Provider 1 Shared Service Provider 2 Web Application Web Application SharePoint Farm Web Servers Application Servers Database Servers
  • 48.
    • Site Templates define Lists, Document Libraries, Web Parts, Content Types, Metadata, Workflow, etc
    • Site is an instance of a Site Template definition
    • Site Collection is a group of Sites with common administration
    • Sites / subsites are arranged in a hierarchy – typically used for navigation & security
      • Compliant with
      • ASP.Net 2.0 Navigation Provider Model
    • Over 40 application templates and role based portals templates at http://microsoft.com/sharepointapps
    SharePoint Platform Services
  • 49.
    • Authentication – identification
      • Windows authentication
      • ASP.NET Membership
        • ASP.NET ships with SQL Server provider
        • MOSS ships with LDAP provider
        • Extensible via custom development
    • Authorisation - access controls / role based
    • Personalisation - user profile system
    • Audiences - content targeting
    SharePoint Platform Services
  • 50.
    • Site Customisation
      • Editing assets with the site’s content database
    • Code Development
      • Repeatable – reuse across multiple sites
      • Features - Develop / Deploy / Activate
      • Package features as .WSP solution packages
    SharePoint Platform Services
  • 51.
    • Content
    • Traditional content
      • Documents
      • Lists
      • Forms data
      • Web Content
      • Digital assets
    • Artifacts
      • CSS Stylesheets
      • Master Pages
      • Page Layouts
    • Code
    • Web parts
    • Workflows
    • Event handlers
    • Feature receivers
      • Document converters
    SharePoint Platform Services
  • 52.
    • Very similar to traditional development
    • Use Visual Studio 2005 with VSeWSS
    • Process
      • Develop on an individual environment (normally Virtual PC 2007)
      • Check-in to Team Foundation Server
      • Package into features/solutions
      • Periodic deployment to shared SharePoint Server integration environment
      • Deployment to production
    SharePoint Platform Services
  • 53.
    • Use SharePoint Designer 2007
      • Master pages, page layouts
      • Write No-code workflows
      • Modify CSS files
      • Edit .aspx pages
      • Add script to pages
      • Customise look & feel of Web Parts
      • Write XSLT to customise data rendering
    • Artifacts are not compiled into assemblies
    • Treated as content, not code
    • Built-in source control via SharePoint document libraries
      • Check-in/out; Versioning
    SharePoint Platform Services
  • 54. Development staging server SharePoint Farm Web Servers Application Servers Database Servers
  • 55.
    • Packaged sets of customizations
    • Once installed, administrators can activate or deactivated
    • Can be scoped:
      • Farm
      • Web Application
      • Site Collection
      • Web
    • Supports dependencies
    SharePoint Platform Services
  • 56.
    • To get your features and associated files deployed …
    • You could:
      • Manually copy files onto the file system
      • Add web.config entries for assemblies
      • Do IIS reset
      • Repeat, on EVERY web front end! 
    • Alternatively – use SharePoint Solutions
    SharePoint Platform Services
  • 57.
    • SharePoint Solution Packages simplifies the distribution of solutions
      • Web Parts
      • Site Definitions
      • Features
      • Custom Workflows
      • Application and Site Pages
    • Single file .WSP (.CAB file)
    • Solutions can be:
      • added to the Solution Store of the server farm
      • deployed to site collections
      • upgraded with new versions
      • retracted from site collections
      • removed from the Solution Store
    • Could re deployed using MSI installer
    • Solution Installer on Codeplex
    WSS Config DB deploy retract SharePoint Farm Web Servers Application Servers Database Servers install delete SharePoint Solution Package Cab .WSP Feature Manifests Template Files Assemblies SharePoint Platform Services
  • 58.
    • Page components for extending the UI
    • Can be inter-connected
    • Can be positioned / dragged & dropped into Web Part Zones
    • Serializes/stores/retrieves personalization data
    • History:
      • Windows SharePoint Services 2.0 (SPS 2003)
        • Designed with its own Web Part infrastructure
      • ASP.NET 2.0
        • Designed with newer universal Web Part infrastructure
        • ASP.NET 2.0 does not support WSS v2 Web Parts
      • Windows SharePoint Services 3.0 (MOSS 2007)
        • Supports WSS V2 style Web Parts
        • Supports ASP.NET 2.0 style Web Parts (preferred)
    SharePoint Platform Services
  • 59.
    • Create a new class library DLL project
      • Create a class that inherits from ASP.NET Web Part class
      • Override methods as required (e.g. RenderContents)
    • Deploy Web Part DLL
      • Compile DLL into in directory or GAC
      • Configure DLL in web.config file SafeControl list
      • Web Parts loaded from in subject to security restrictions
          • controlled by Code Access Security settings
    • Import Web Part into a WSS site collection
      • Add Web Part class to Web Part Gallery
      • Add Web Part to zone on a Web Part Page
    • Use the Visual Studio Extensions for SharePoint or STSDEV (on codeplex)
      • Automates the whole process to make it simple / quick to test
    SharePoint Platform Services
  • 60.
    • Silverlight Blueprint for SharePoint http://www.ssblueprints.net/sharepoint
    SharePoint Platform Services
  • 61.
    • Custom Site Pages
      • For a specific site collection
    • Custom Application Pages
      • Across all site collections
      • Located in the _layouts directory
      • Best practise to create a subfolder within this directory
    • Deploy as “SharePoint Solutions”
    SharePoint Platform Services
  • 62.
    • .NET Managed APIs
    • Web Services
    • CAML = Collaborative Application Markup Language
      • Definition of the Sites, Lists and Views
      • Querying of SharePoint content
    • Get the Software Development Kits
      • WSSv3 SDK
      • MOSS 2007 SDK
    WSS 3.0 MOSS 2007 Microsoft.SharePoint.dll Microsoft.Office.Server.dll Microsoft.Office.Server.Publishing.dll Microsoft.Office.Server.Policy.dll Microsoft.Office.Server.Search.dll Microsoft.SharePoint.Portal.dll Microsoft.Office.Workflow.Tasks.dll Microsoft.SharePoint.Publishing.dll Microsoft.SharePoint.Workflow.Actions.dll SharePoint Platform Services
  • 63.
    • Publishing feature must be ‘Activated’
    • ASP.NET 2.0 Master Pages are used to control look and feel of the website
    • Page Layout defines the remainder of the page
      • Provides consistency for similar types of pages
    • Field Controls render the content items
      • Three lives : View Mode, Edit mode & Design Time
    ‘ Pages’ Doc Lib CMS Page Rendering Master Page Page Layout Field Controls 2.0 SharePoint Platform Services
  • 64.
    • Standard ASP.NET
      • .master
      • .aspx
    • Master Page ‘placeholder’ controls define where the Page Layout content is position
    • Delegate control – invokes a control defined by a feature
      • Can update master page by feature update
    SharePoint Platform Services
  • 65.
    • Standard ASP.NET
    • Placeholders define where the Page Layout content is position
    • Delegate control – invokes a control defined by a feature
      • Can update master page by feature update
    SharePoint Platform Services
  • 66.
    • Use SharePoint Designer to define master pages and page layouts
    • Treated as content - not code
      • SharePoint checkout/in ; approval proceses
      • Stored in the ‘masterpage catalog’ document library
    • Page Layout is bound to a Content Type
      • Designer UI allows Field Controls for the Content Type to be dragged into the page
    SharePoint Platform Services
  • 67.
    • Field Controls render the content items
      • Three lives : View Mode, Edit mode & Design Time
    • Standard Controls include:
      • Rich Text Editor, Image Controls, Dates, etc
    • Can create you own custom Field Controls
      • Media Control example in the SDK
    SharePoint Platform Services