Leveraging SharePoint for Extranets

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  • A new quick way to set up a simplified SharePoint Extranet is BusinessGuest : http://www.business-guest.com
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Leveraging SharePoint for Extranets

  1. 1. Leveraging SharePoint as an Extranet Solution
  2. 2. Agenda• Introductions• About Avtex• Extranet – What, Why, Who?• What does it Take to Deploy an Extranet?• Why SharePoint for Extranets?• SharePoint Extranet Architecture• Customer Example: Community Reinvestment Fund• Call to Action• Giveaway
  3. 3. Goals for Today• Learn about common challenges addressed by Extranets today• Understand how SharePoint addresses those challenges• Demonstration of a Customer Extranet• Learn how to get started
  4. 4. Seminar Sponsors
  5. 5. Our Mission Our mission is to use our technology know-how to enable our clients to deliver an exceptional experience to their customers
  6. 6. What we do
  7. 7. SharePoint Extranet ADSArchitectural Design Session (ADS)The two day AvtexArchitectural Design Session(ADS) is a great way to startplanning an Extranet solutionon SharePoint.An ADS helps to outline aproposed technical approach• Infrastructure• Security model Contact us at sales@avtex.com• Application integration• More
  8. 8. Extranet - What, Why, Who?
  9. 9. What is an Extranet?Extranets are Websites that connectorganizations to employees, partners,vendors, and customers—providing a secure,engaging and personalized interaction withpeople, information, applications andbusiness processes.
  10. 10. Extranets in BusinessConnecting your business communities for success Cost Reduction Competitive Extranet Business Advantage Growth Customers Partners Internet Intranet Customers Employees
  11. 11. Why use an Extranet?• Reduce supply chain inefficiencies• Interact with your loyal customer base• Extend customer self service strategies• Share business resources with partners• Enable mobile capabilities• Extend remote employee access
  12. 12. Who is the Audience for an Extranet? Organization B PARTNERS AND VENDORS Organization A REMOTE EMPLOYEES, AFFILIATES, BUSINESS UNITS Community INDIVIDUAL EXPERTS Your Extranet Organization A THE BEST PEOPLE, IDEAS SYSTEMS & INFORMATION Public CUSTOMERS
  13. 13. Extranets deliver real benefitsBenefits of a well planned and executed Extranet $ BRAND X Build Increase Reduce Business Knowledge loyalty productivity cost growth capture
  14. 14. RemaxAffiliate extranet costs lowered by 75 percent Solution Document library for storing and managing agent referral forms Discussion forums for encouraging interaction and networking,. A system for delivering alerts to agents Benefits Higher productivity Ease of implementation, maintenance Total cost of ownership 75 % lower
  15. 15. Jones Lang LaSalleClient facing extranet Solution Customers receive comprehensive information on business status Delivery of up-to-date information on Web pages At-a-glance dashboards, and data access from other business systems Benefits Enterprise content management boosts productivity, saves U.S.$500,000 yearly International Web traffic up 100 percent New capabilities delivered with minimal customization
  16. 16. GafconProject Collaboration Extranet Solution Simplified project management proposal tracking system Mining business intelligence to track revenue, division productivity and profitability Providing customers with secure on-line inspection quotes Benefits Better information faster delivery time Higher productivity – higher revenue Expanded business opportunities
  17. 17. What Does it Take to Deploy an Extranet?
  18. 18. Extranet Requirements Search Communities Email Integration Performance Business Intelligence EmployeesCustomer Experience Security Authentication LOB Connectivity Collaboration Self Service Portals Mobile Access Branding Content Management New Service Applications
  19. 19. Extranet ChallengesThe reality of deploying and running an Extranet Authenticating Understanding Securing and retaining external users audiences, Adoption intellectual property Cost of maintaining a Information locked in Complexity capturing new system legacy applications exchanges
  20. 20. Why SharePoint for Extranets?
  21. 21. The SharePoint PlatformIdeal for Extranet Solutions Increase brand loyalty, lower customer care costs and increase competitive advantage via the SharePoint platform CONNECT ENGAGE OPTIMIZE Securely connect customers, Accelerate interaction and Optimize your cost of doing partners and suppliers with innovation with engaging business with a unified platform relevant information and tools experiences
  22. 22. SharePoint Delivers Real Benefits • Secure access to systems, Securely connect customers, people and content Connect partners and suppliers with relevant information and tools • • Quickly and easily authenticate Ease of Use • Make content easily Accelerate interaction and discoverable Engage • Enable collaboration and innovation with engaging knowledge sharing experiences • Target experiences to build expertise • Create decision making dashboards Optimize Optimize your cost of doing • Unlock legacy content and business with a unified platform information • Start small. Grow fast.
  23. 23. SharePoint Delivers Real BenefitsSecurely Connect • Secure access to systems, Securely connect customers, Connect people and content partners and suppliers with • Easily authenticate relevant information and tools • Ease of Use • Make content easily Accelerate interaction and discoverable Engage • Enable collaboration and innovation with engaging knowledge sharing experiences • Target experiences to build expertise • Create decision making dashboards Optimize Optimize your cost of doing • Unlock legacy content and business with a unified platform information • Start small. Grow fast.
  24. 24. Confidently Secure Content BUSINESS READY SECURITY Integrate and extend security across the enterprise Help protect everywhere access anywhere Simplify the security experience and manage complianceAs organizations look to drive growth, they need to increase collaboration and access toinformation, but must do so while protecting their assets. Microsoft Forefront deliverscomprehensive, end-to-end solutions to help protect virtually everywhere and enablesecure access virtually anywhere. The integrated portfolio of products help secure yourenvironment and manage access across data, users, and systems.
  25. 25. Easily Authenticate Users https://corporate.contoso.com Extranet/Internet Zone Claims Based Authentication FBA Windows claims claims Vendors,The new claims based authentication model that isPartners SharePoint 2010 that available in Employees Customerswill help SharePoint administrators combine authentication types to improve end userexperience. You may wish to create and maintain different channels for access byyour extranet user groups. The combination of Multimode and Mixed Modedeployments help you to design the right access for your users.
  26. 26. Ease of Use Familiar Office experienceIts all about the customer experience and the extranet is a logical extension of thebrand. With a wide array of easy to use tools and out-of-the-box Web Parts users caneasily add content to sites using point-and-click functionality. Additional Web Partsare available for a wide range of applications from key performance indicators todelivering rich interactive experiences with Silverlight.
  27. 27. Deliver Real ResultsEngaging Experiences • Secure access to systems, Securely connect customers, Connect people and content partners and suppliers with • Easily authenticate relevant information and tools • Ease of use • Make content easily Accelerate interaction and discoverable Engage • Enable collaboration and innovation with engaging knowledge sharing experiences • Target experiences to build expertise • Create decision making dashboards Optimize Optimize your cost of doing • Unlock legacy content and business with a unified platform information • Start small. Grow fast.
  28. 28. Make Content DiscoverableSharePoint search enables users to find the information they need acrossunstructured assets (blogs, wikis, presentations, documents) and structured assets(reports, spreadsheets, analytical systems). Empower users to discover the rightpeople and expertise to make better informed and more agile business decisions withbusiness partners and other internal departments right out of the box.
  29. 29. Collaboration and Knowledge SharingSharePoint 2010 provides a full set of tools that will allow your employees to quicklycreate any kind of extranet site from predefined templates inside a singleinfrastructure. This simplifies site management and publishing of information usingone familiar system.
  30. 30. Targeted ExperiencesIn this age of user generated content and increased participation, employees,partners, vendors, and customers are all active stakeholders of your product orservice. Companies are looking for interactive channels that allow them to collaboratewith each of these audiences. The more your organization can adapt, the more likelyyou are to profit from these changes. SharePoint can help.
  31. 31. Deliver Real Benefits Securely connect • Secure access to systems, Connect customers, partners and people and content • Easily authenticate suppliers with relevant • Ease of use information and tools • Make content easily Accelerate interaction and discoverable Engage • Enable collaboration and innovation with engaging knowledge sharing experiences • Target experiences to build expertise • Create decision making dashboards Optimize Optimize your cost of doing • Unlock legacy content and business with a unified platform information • Start small. Grow fast.
  32. 32. Legacy Information Unlocked Customers Partners Remote Employees The Internet SharePoint Extranet CRM ERP LoB Siebel SAPConnecting users with the enterprise data they need to do their job – without having to Oracle Web 2.0leave the applications that they use today is what SharePoint and BCS is all about. WithBCS, you have the capability to connect SharePoint and Office applications to any externalsystem, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics,Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.
  33. 33. Improved Decision MakingSharePoint empowers you to collaborate better and make more agile businessdecisions by providing access to the information your users need, when they need it.SharePoint insights capabilities provide a complete, integrated business collaborationplatform that can empower employees to discover, analyze, and share the rightinformation across unstructured and structured assets.
  34. 34. Scalable and Supported A sampling of the customers realizing the value SharePoint technologies bring to their extranet web based solutions. Let Microsoft help you get started with the next steps to make SharePoint ready for your enterprise.
  35. 35. SharePoint Extranet Architecture
  36. 36. Extranet – Crawl, Walk, Run Run Claims/FBA Walk HTTPS Dev. Mem Provider Claims/FBA LOB Application HTTPS Crawl Integration Dev. Mem. Provider Claims/FBA Highly Branded HTTPS Branded Solution nAppliance w/ CodePlex FBA Tool UAG/TMG UAG/TMG OOB Branding DMZ
  37. 37. Crawl – Claims/FBA https://corporate.contoso.com Extranet/Internet Zone Claims Based Authentication FBA Windows claims claims Vendors, Partners Employees Customers
  38. 38. Crawl Sample Extranet ArchitectureExternal SharePoint Users SQL Back End Internet Internal SharePoint Users Firewall Powered by ISA Web Front EndExtranetBoundary
  39. 39. Walk – Claims/FBA CustomMembership Provider https://corporate.contoso.com Extranet/Internet Zone Claims Based Authentication FBA Windows Membership claims claims Provider LOB Application Data
  40. 40. Walk Sample Extranet ArchitectureExternal SharePoint SQL Back End Users Internet Indexing Server Firewall Internal Powered SharePoint Users by UAG and TMG Web Front EndMalwareInappropriate Content Unified AccessExtranet Gateway (UAG)Boundary Application Servers
  41. 41. Run – Highly BrandedRemax Extranet
  42. 42. Run Sample Extranet Architecture SQL Back End External SharePoint Users Indexing Server Internet Firewall Internal Powered by Web Front End SharePoint Users UAG and TMG on nAppliance Application ServersUnified Access DMZ Threat ManagementGateway (UAG) Gateway
  43. 43. nAppliance with UAGInstead of the application handling the “checklist” individually, UAG features are overlaid for each resource Financial Field Sales Project Manager Remote Partner Rep Employee Technician Home PC Kiosk Corporate Unmanaged Laptop Partner PC Encryption Endpoint Scan Authentication Access Control SSL VPN Cache Cleaning URL Translation MOSS AD File Access Related Apps
  44. 44. Usage ScenariosHow are my users going to use the Extranet?Scenario Benefit ImplementationBasic Document Simple and everyone needs OOBCollaboration itBusiness Intelligence Provide insight to Configuration/ partners/customers CustomizationCustomer/ PO’s, Inventory, Pricing CustomizationPartner Self-service
  45. 45. User BasesWhat types of users will use the Extranet?User Base Location of Users ImplementationEmployees Active Directory OOBContractors Active Directory OOBPartners Partner Active Directory OOB – New Internal AD Configuration - ADFSPartners Not Active Directory Customization – ADFS/LDAPCustomer Customer Active Directory OOB – New Internal AD Configuration - ADFSCustomer Not Active Directory Customization – ADFS/LDAP
  46. 46. AuthenticationHow will my users authenticate?Authentication Benefit ImplementationActive Directory Existing Expertise OOB SimpleActive Directory Federation Still AD CustomizationServices Distribute User MgtLDAP/Custom/SQL Flexible Configuration
  47. 47. User ProvisioningHow will external users get created?Type Benefit ImplementationIT provision Simple and comfortable OOBSelf Provision through Active Easy for Employees ConfigurationDirectory Front EndSelf Provision through Easy for everyone CustomizationSharepoint VisibilityNeed to also think about – Who owns the user Password resetting User validation User expiration User auditing
  48. 48. Site ProvisioningHow will sites get created?Type Benefit ImplementationIT provisioning Single and comfortable OOBProvision through workflow Controllable ConfigurationSelf Provision through Easy for everyone CustomizationSharepoint VisibilityNeed to also think about – Who owns the site Who grants access Site expiration Site auditing NDA information Records Management and/or compliance
  49. 49. Content - ProtectingHow will content get protected?Type Benefit ImplementationSite or item protection Easy to implement OOBContent Types More granular control ConfigurationRights Management Highest Level Protection CustomizationNeed to also think about – What kind of content is not allowed Data Loss Prevention – Forefront and partners
  50. 50. Content - AuditingHow to log what users do?Type Benefit ImplementationWeb/Sharepoint Auditing Built in logging and reports OOBIMP Auditing/Custom Built in and more granular ConfigurationReportsRights Management More restrictive and Customization granularNeed to also think about – Recovery of lost information Involve Records Mgt and/or compliance team
  51. 51. Content - ExpiringHow to get rid of content?Type Benefit ImplementationSite expiration Simple and built in OBContent Type/IMP More granular control ConfigurationRights Management Expire even when not in Customization SharepointNeed to also think about – Records Management Compliance Deleting or Archiving
  52. 52. Other Extranet Considerations• User Self Service• Security Concerns – SharePoint People Picker• Mobility – Responsive Design
  53. 53. Community Reinvestment Fund (CRF)
  54. 54. Community Reinvestment Fund• Description of who we are• Our Technology Strategy• Our Extranet Strategy – Collaboration with outside parties – Secure document sharing – Information distribution• Demo!• Wrap up and questions
  55. 55. Community Reinvestment Fund, USA iscommitted to designing and executing new ways to help small businesses succeed. It is our purpose. And, we’ve done it for 24 years. CRF – A Small Business, Dedicated to Small Business
  56. 56. CRF Technology StrategyBuy when you can, Develop when you have to • Borrower financials • Financial analysis AVAIL • Document storage • Contact • Intranet management • Extranet • Sales process • Website • Fundraising • Special projects • Loan Servicing Platform
  57. 57. Extranetstreamline information gathering from outside parties forUsing extranets to Strategyimport into line-of-business systems• Key features on display in todays demo:
  58. 58. Wrap Up
  59. 59. Minnesota User GroupsAvtex hosts SharePoint and UC User Groups • Second Wednesday every month • Third Thursday every month • Microsoft Office • Microsoft Office • 9:00 am – 11:30 am • 9:00 am – 11:30 am • www.sharepointmn.com • www.msucug.com
  60. 60. SharePoint Extranet ADSArchitectural Design Session (ADS)The two day AvtexArchitectural Design Session(ADS) is a great way to startplanning an Extranet solutionon SharePoint.An ADS helps to outline aproposed technical approach• Infrastructure• Security model Contact us at sales@avtex.com• Application integration• More
  61. 61. THANK YOU!

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