Composite Applications Speaking Tour - Lap Around Office Business Architectures


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The European Composite Application Road Show is a series of pilot Microsoft conferences that bring together System Integrators, ISV’s and customers of all industries. With the help of the Microsoft field Architects the destinations included: Finland, Ireland, and Spain.

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  • Composite Applications Speaking Tour - Lap Around Office Business Architectures

    1. 1. Mike Walker Architecture Strategy Team A Lap Around OBA Architectures
    2. 2. Agenda <ul><li>Presentation Layer </li></ul><ul><ul><li>Types of Clients </li></ul></ul><ul><li>Application Services Layer </li></ul><ul><ul><li>Overview of MOSS Services </li></ul></ul><ul><ul><li>Business Data Catalog </li></ul></ul><ul><ul><li>Excel Services </li></ul></ul><ul><ul><li>Form Services </li></ul></ul><ul><ul><li>Workflow Services </li></ul></ul><ul><ul><li>Information Rights Management </li></ul></ul>
    3. 3. 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
    4. 4. <ul><li>Hybrid Clients </li></ul><ul><li>Smart Client, Ent. Mash-up </li></ul><ul><li>Fits in Heterogeneous environments </li></ul><ul><li>Office Clients </li></ul><ul><li>Couples rich UI with backend systems </li></ul><ul><li>Utilize MOSS Services </li></ul><ul><li>Portal Clients </li></ul><ul><li>MOSS Portal is the Primary UI </li></ul><ul><li>Exposes LOB information through Web Parts </li></ul>OBA Architecture Patterns WP LOB Systems WP WP Task Pane Ribbon LOB Systems MOSS Services LOB Systems MOSS Services WP WP
    5. 5. 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
    6. 6. Presentation Layer
    7. 7. Presentation Layer Clients <ul><li>Outlook </li></ul><ul><li>Excel </li></ul><ul><li>Word </li></ul><ul><li>InfoPath </li></ul>Portal <ul><li>MOSS </li></ul>Hybrid <ul><li>Smart Clients </li></ul><ul><li>Integration with MOSS and Office Clients </li></ul>
    8. 8. Client Applications <ul><li>Word, Excel and PowerPoint </li></ul><ul><ul><li>Overhauled UI to create new user experience (UX) </li></ul></ul><ul><ul><li>Enhanced integration with WSS and other data sources </li></ul></ul><ul><ul><li>New XML-based file format to enhance integration and interoperability </li></ul></ul><ul><li>Outlook </li></ul><ul><ul><li>New object model for developers </li></ul></ul><ul><ul><li>Enhanced search and RSS feeds </li></ul></ul><ul><ul><li>WSS integration with tasks, scheduling and list synchronization </li></ul></ul>WSS &quot;V3&quot; Exchange Server Other Databases & Web Services Word 12 Excel 12 PowerPoint 12 Outlook 12
    9. 9. Office Clients <ul><li>New UI customization model </li></ul><ul><li>Application level task panes </li></ul><ul><li>Consistent model between applications </li></ul><ul><li>Create and deploy application specific functionality </li></ul><ul><li>Add your own tabs, built-in tabs and contextual tabs </li></ul>Task Pane Ribbon Core Features Add-in Storage Services <ul><li>WSS / MOSS </li></ul><ul><li>Web services </li></ul>VSTO
    10. 10. <ul><li>InfoPath </li></ul><ul><li>Application Centric </li></ul><ul><li>Tech and Industry Standards Based </li></ul><ul><li>Word, Excel, PP </li></ul><ul><li>Word Processing Standard </li></ul><ul><li>Extends BI </li></ul>XML Support Under the Covers <ul><li>Visio </li></ul><ul><li>Design Time Views </li></ul><ul><li>Modeling </li></ul>Visio XML Open XML Custom XML
    11. 11. 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
    12. 12. 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
    13. 13. Where Open XML Documents can be used <ul><li>XML allows Office information to flow freely through the enterprise </li></ul><ul><li>New opportunities to share information with customers </li></ul><ul><li>Information can be surfaced through Office applications much easier </li></ul><ul><li>Generating Documents in Word </li></ul>
    14. 14. Scenario: Document Generation <ul><li>Your site can generate documents on demand </li></ul><ul><ul><li>Generate document s from live backend data </li></ul></ul><ul><ul><li>Eliminate cut-and-paste from Web pages </li></ul></ul><ul><ul><li>Provide rich offline experience </li></ul></ul>Your Bank's Web site Excel Spreadsheet with your account data
    15. 15. 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
    16. 16. Protect Information with Document Inspector <ul><li>Inspect Word, Excel or PowerPoint documents </li></ul><ul><ul><li>Remove Personally Identifiable Information (PII) </li></ul></ul><ul><ul><ul><li>Name, initials, company information, computer name, document revisions, template information, tracked document changes, … </li></ul></ul></ul><ul><li>Individual modules for different types of sensitive content </li></ul><ul><li>Experience gives users control before altering the document: </li></ul><ul><ul><li>Batch inspection </li></ul></ul><ul><ul><li>Individual module reporting </li></ul></ul><ul><ul><li>Individual module fix/correction </li></ul></ul>
    17. 17. Document Extensibility Scenarios <ul><li>Pluggable architecture </li></ul><ul><ul><li>You can design your own inspector </li></ul></ul><ul><ul><li>Add yours in via exposed COM interface </li></ul></ul><ul><li>Some possibilities: </li></ul><ul><ul><li>‘ Sensitive’ words, phrases, or topics </li></ul></ul><ul><ul><li>Content marked confidential </li></ul></ul><ul><li>Verifiable </li></ul><ul><ul><li>New file format allows for external verification </li></ul></ul>
    18. 18. Role of InfoPath <ul><li>Debut in Office System 2003 </li></ul><ul><li>Rich-client desktop app </li></ul><ul><li>Platform for next generation of electronic forms </li></ul><ul><li>Capture business data </li></ul><ul><ul><li>Dynamic, XML-based forms </li></ul></ul><ul><ul><li>Rich data entry and validation </li></ul></ul><ul><li>Automate business processes </li></ul><ul><ul><li>Integration with multiple back-end systems and services </li></ul></ul><ul><li>Rapid solution development </li></ul><ul><ul><li>Conditional and rule-based logic for IW forms </li></ul></ul><ul><ul><li>Script and .NET support </li></ul></ul>
    19. 19. Why InfoPath <ul><li>Rich XML transformation, conditional formatting calculations, data access and validation </li></ul><ul><li>Developer Productivity Gains </li></ul><ul><li>Extensibility </li></ul><ul><ul><li>SharePoint Web Part </li></ul></ul><ul><ul><li>InfoPath Client Option </li></ul></ul><ul><ul><li>Smart Client </li></ul></ul><ul><li>Online / Offline Capabilities </li></ul><ul><li>Native XML Support </li></ul>
    20. 20. 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
    21. 21. ECM Integration Enterprise Search Business Data Catalog Role Based Web Service Integration ECM Integration
    22. 22. Web Part Architecture <ul><li>Web Part Page in WSS is designed with </li></ul><ul><ul><li>One instance of SPWebPartManager class </li></ul></ul><ul><ul><li>One or more SPWebPartZones </li></ul></ul><ul><ul><li>Editor Zones and Catalog Zones supplied by WSS pages </li></ul></ul>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
    23. 23. Demo
    24. 24. Office PerformancePoint Server 2007 <ul><li>Aligns and supports PM process </li></ul><ul><li>Spans the enterprise </li></ul><ul><li>Provides visibility and transparency </li></ul><ul><li>Business users own and maintain </li></ul><ul><li>Flexible and model driven </li></ul><ul><li>Auditable & secure </li></ul><ul><li>Plan, budget, forecast, scorecard, dashboard, management report and consolidate </li></ul><ul><li>Workflow driven templates/forms </li></ul><ul><li>Pre-built rules & calculations </li></ul><ul><li>Single data model & definitions </li></ul><ul><li>Bring all users into PM process </li></ul><ul><li>Personalized scorecards, plans </li></ul><ul><li>Active alerting and notifications </li></ul><ul><li>Powerful visualization and annotations </li></ul><ul><li>Support collaborative PM </li></ul><ul><li>Familiarity of Office and Excel </li></ul><ul><li>Self service for business users </li></ul><ul><li>Centralized application management </li></ul><ul><li>Improved control of spreadsheets </li></ul><ul><li>Integration with data sources </li></ul><ul><li>Priced for broad deployment </li></ul><ul><li>Extends existing investments in Office & SQL & Dynamics </li></ul>Business Management Driven Functional Capabilities People Empowerment Superior Value
    25. 25. Monitoring <ul><li>Spans across personal to Organizational dashboards </li></ul><ul><li>Real-Time Contextual KPIs </li></ul><ul><li>Scorecard s </li></ul><ul><li>Certified by industry standards </li></ul>
    26. 26. Analytics <ul><li>Extensive BI Supported including: </li></ul><ul><ul><li>Decomposition Trees </li></ul></ul><ul><ul><li>Drill Across </li></ul></ul><ul><ul><li>Root Cause Analysis </li></ul></ul><ul><li>Online and Offline Capabilities </li></ul><ul><li>Business Users can self-serve without a developer </li></ul>
    27. 27. Reporting and Consolidation <ul><li>Brings information together into single views </li></ul><ul><ul><li>Users can combine both financial data and organizational data </li></ul></ul><ul><li>Can utilize many different sources for information such as Excel Services </li></ul><ul><li>Rich Integration with many different backend data providers </li></ul>
    28. 28. Demo
    29. 29. What did we see? <ul><li>Integrated Experience for Users </li></ul><ul><li>Business Enabler </li></ul><ul><li>Both Structured and Ad-Hoc Workflows </li></ul><ul><li>Enterprise Content Management </li></ul>
    30. 30. 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)
    31. 31. Demo
    32. 32. What did we see? <ul><li>Integrated Experience for Users </li></ul><ul><li>Business Enabler </li></ul><ul><li>Both Structured and Ad-Hoc Workflows </li></ul><ul><li>Enterprise Content Management </li></ul>
    33. 33. MOSS Application Services
    34. 34. 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
    35. 35. Extending Office SharePoint Server 2007 WSS Adapters and Object Model Web Services Client or Web Parts Remote Client SharePoint Server
    36. 36. 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
    37. 37. Business Data Catalog Connects Users To LOB Data
    38. 38. Scenario: Pipeline Management Business Data Catalog WS Proxy ADO.NET Pipeline Web Part Web Service Metadata Metadata
    39. 39. 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)
    40. 40. 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
    41. 41. Excel Services Provides <ul><li>A new server codebase built on SharePoint platform </li></ul><ul><li>Server-side Excel calculation engine </li></ul><ul><li>Browser access to live, interactive server spreadsheets </li></ul><ul><li>Web service access to server-side Excel calculation </li></ul>
    42. 42. 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
    43. 43. 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
    44. 44. Workflow-Aware Applications <ul><li>Browser </li></ul><ul><ul><li>Farm and site collection administration </li></ul></ul><ul><ul><li>Workflow initiation, configuration and completion </li></ul></ul><ul><ul><li>Ad-hoc Customization (Forward/Delegate) </li></ul></ul><ul><li>Office 12 Client Applications (e.g. Word, Excel, PowerPoint) </li></ul><ul><ul><li>Workflow initiation, configuration and completion </li></ul></ul><ul><ul><li>Ad-hoc Customization (Forward/Delegate) </li></ul></ul><ul><li>Outlook 12 </li></ul><ul><ul><li>Task notification and task completion </li></ul></ul><ul><li>SharePoint Designer </li></ul><ul><ul><li>Wizard-based authoring and forms integration </li></ul></ul><ul><ul><li>Application deployment </li></ul></ul><ul><li>Access </li></ul><ul><ul><li>Workflow initiation, configuration and completion </li></ul></ul><ul><ul><li>Reporting </li></ul></ul>
    45. 45. Human vs. System Workflow <ul><li>Information Worker Driven </li></ul><ul><li>User Interface Centric </li></ul><ul><li>Un-Structured Data </li></ul><ul><li>Process controls Navigation and UI Elements </li></ul><ul><li>Application or Business Rules Driven </li></ul><ul><li>Application Interface Centric (Services) </li></ul><ul><li>Structured Data </li></ul><ul><li>Workflow controls application & enterprise level business logic </li></ul>Systems Business Users System Orchestration Human Workflow
    46. 46. Workflows and Orchestrations Team Up
    47. 47. Workflow Design Tool in SharePoint Designer
    48. 48. 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
    49. 49. Reports and Dashboards Spreadsheet via Excel services SQL Analysis Services Manually entered Sharepoint lists Portal Components (Web Parts)
    50. 50. Assembling Dashboards are Self-Serve <ul><li>Pick a web part gallery </li></ul><ul><li>Select a web part zone </li></ul><ul><li>Select a web part </li></ul><ul><ul><li>Template suggests web parts per zone </li></ul></ul>
    51. 51. Information Rights Management <ul><li>Support for IRM permission policy templates </li></ul><ul><li>InfoPath now supports IRM for forms </li></ul><ul><li>Rights managed e-mail threads enabling “protected conversations” in Outlook </li></ul>
    52. 52. Recommended Resources MSDN OBA Architecture Center Office Developer Center Financial Services Architecture Center Mike Walker’s Blog
    53. 53. Call to Action Develop your solution Attend training Join Solution Showcase Programs and CodePlex <ul><li>Partner Engagement Program </li></ul><ul><li>MSDN ® Online </li></ul><ul><li>Download the RAPs </li></ul><ul><li>MSDN Office Developer </li></ul><ul><li>Office System Developer Conference </li></ul><ul><li>SharePoint Conference </li></ul><ul><li>Work with Microsoft to get your first sales wins </li></ul>3 2 1
    54. 54. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.