This document provides an introduction to Windows SharePoint Services 3 and Office SharePoint Server 2007 for developers. It discusses the key features and capabilities of both platforms, including enhanced collaboration tools, a document management system, a web development platform, search functionality, enterprise content management, and workflow capabilities using Windows Workflow Foundation. The presentation also outlines opportunities for customizing and extending the platforms through web parts, event receivers, workflows and other development methods.

1. Introduction to Windows SharePoint Services 3 and Office SharePoint Server 2007 for Developers Olaf Feldkamp Developer Platform Advisor Microsoft Schweiz GmbH

2. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

3. Office system Feature Areas To meet the organizational needs for the New World of Work Knowledge Discovery and Insight Enterprise Content Management Collaboration Fundamentals Information Worker Solutions Personal Productivity

4. Innovation in 2007 Office Clients  New Microsoft Office user interface  Powerful new application capabilities  Office open XML file formats  Integration w/ Office SharePoint Server 2007  Advances in deployment and management

5. New Microsoft Office User Interface VSTO 2005 SE: just released Application-level add-in support for Office 2003/2007 Standard and Professional apps Outlook, Excel, Word, PowerPoint, InfoPath 2007 and Visio Design-time and runtime support for key 2007 Office System features: Ribbon Custom Task Pane Outlook forms regions Free add-on on MSDN to Visual Studio 2005

6. SharePoint Technology Vision Employees Customers Partners Information sharing Controlling content Decision making Unified, enterprise-ready solution boosting organizational effectiveness Web Services HR, Finance, etc. Team Collaboration Personal Enterprise Portal Business Applications (SAP, data warehouse, custom) Internet Presence

7. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

8. SharePoint Products and Technologies Windows SharePoint Services only Collaboration Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

9. SharePoint Products and Technologies Microsoft Office SharePoint Server 2007 Business Intelligence Collaboration Search Portal Business Forms Content Management Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Integrated document management, records management, and Web content management with policies and workflow Rich and Web forms based front-ends, LOB actions, enterprise SSO Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Enterprise scalability, contextual relevance, rich people and business data search Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model

10. The three faces of WSS 3

11. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

12. Next-Generation Collaboration Solution Enhanced UI, improved navigation Mobility Outlook integration (offline documents) Improved meetings/calendars Project collaboration Directory integration Tracking Solutions Wikis Blogs RSS

13. Blogs

14. Blogs, Wikis Project Management Mobility

15. Configuring mobile views No code required

16. Mobile Pages Available site definitions after installation of WSS Standard SharePoint sites Meeting Web sites Central admin Web site Wiki sites Blog sites Download WSS 3 SDK

17. Outlook 2007 Integration

18. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

19. Document and Data Storage Goals Nail core document management functionality Usable & Robust Document Management for the masses APIs to work hand-in-hand with Servers, Clients Features List items and Documents List items Per-item Security Versioning Content Types, Site columns Recycle Bin (2-stage) Forced Check-in/out Large list and cross-list indexing List capacity improvements (width and length) Embedded Windows Workflow Foundation

20. WSS Logical Architecture Farm (SPFarm) An installation of one of more Web and back-end servers Each WSS farm has one and only one configuration DB Web Application: An IIS Web site extended with WSS Site Collection: Stored in one specific content DB Site: same content DB as parent site

21. SharePoint API SharePoint Web Services

22. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

23. Web Application Platform Platform for portal/workspace applications Example: MOSS 2007  Partners and customers should do the same Consistent User experience across server family Environment for development and managemen Facilities for intranet, extranet, Internet deployments Clean upgrade process due to features

24. SharePoint Designer or Visual Studio? Custom Coding (if necessary) Web Controls and Parts ASP.NET page coding Event handlers Workflow actions Visual Studio 2005 Web site construction Create lists and doclibs Design Web pages No-code data view/forms No-code workflows Office SharePoint Designer + Browser

25. Sample SharePoint Applications Current set of 30 Windows SharePoint Services (v2) app templates already has over 900,000 downloads (Summer 06) Working on 40+ new templates for V3 Horizontal focus on common roles & tasks Range from simple single-list apps to full workflow integration and cross-site rollups Absence Request and Vacation Schedule Classroom Management Lending Library Timesheet and Billing Event Planning

26. Web Part Development History WSS V2 Designed with its own Web Part infrastructure ASP.NET 2.0 Designed with newer universal Web Part infrastructure WSS 3 Compatibility for WSS V2 Web Parts  Supports ASP.NET 2.0 style Web Parts (preferred) Pros to SharePoint Web Parts Client side scripting & connections, Web Part data caching No built-in support for treating user controls (.ascx) as Web Parts

27. Web Part Security Deploying to GAC or \bin? GAC Assemblies run in any web application, must be signed Default: Assemblies run with Full Trust \bin (subject to partial trust) Recommended: Create a new trust policy file, point your web.config file at the new file During development: Raise the trust level of the \bin directory <!– web.config in root directory of hosting virtual server --> < configuration > </ system.web > <! -- <trust level=&quot;WSS_Minimal&quot; originUrl=&quot;&quot; /> -- > < trust level =&quot;Full&quot; originUrl =&quot;&quot; /> </ system.web > </ configuration >

29. - Add dll to SafeControls in web.config Deploy dll to /bin Folder Add Web Part to Web Part Gallery

30. WSS 3 Enhancements Major Architectural improvements Better ASP.NET integration Support for forms-based authentication Much easier approaches to branding and customizing sites Events architecture significantly improved Supported on regular lists as well as document libraries Multiple handlers on a list S ynchronous and asynchronous More events…

31. More Events… Item Events SPItemEventReceiver ItemAdded/ing ItemAttachmentAdd/ing ItemAttachmentDeleted/ing ItemChecked/ingIn ItemChecked/ingOut ItemDeleted/ing ItemFileConverted ItemFileMoved/ing ItemUnchecked/ingOut ItemUncheckingOut ItemUpdated/ing List/Web Events SPListEventReceiver FieldAdded/ing FieldDeleted/ing FieldUpdated/ing SPWebEventReceiver SiteDeleted/ing WebDeleted/ing WebMoved/ing

32. Modular Provisioning: Features! Extend existing sites, instead of changing Site templates Combination of list/view/Web Part/ EventHandler/Workflow component/… Use .CAB for Deployment Feature Name ID Description Scope Receiver assembly Activation Dependencies Element Manifests Feature.xml Elements.xml Custom Actions Custom Views Content Type Definitions Layouts Pages Modules (files) List Instances List Templates Event Receivers Delegate Controls Web Parts Workflow Bindings

33. Events Features

34. Portal MOSS 2007 specific Enterprise Portal template People (Social networking) My Site Additional Web Parts Shared Services, … Development Opportunity Components (Web Parts, event receivers, etc.) that support Privacy policies Audience targeting Personalization Multi languages

35. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

36. Search What’s new Top results on first page Extensive collaboration with Microsoft Research and Windows Live Enterprise Search different from Internet Search Less cross-linking being done Lots of non-Web content – Office docs, line-of-business data, etc. Features Query hit highlighting “ Did you mean” query correction, Alerts, … Consistent search system across WSS and MOSS

37. Search MOSS specific Enterprise search MOSS 2007 for Search (standalone version) Development Opportunity Customize/extend Search Center Add tabs, Custom search Web Parts, .. Customize alerts Custom search Web service clients Index custom data Protocol handlers and IFilters Business Data Catalog

38. Business Data Catalog Business Data Web Parts Share-Point Lists Search User Profile Importer Custom Solutions Business Data Catalog ADO.Net Database Web Service Web Service Proxy Data Source Features and applications Features and components Shared service Metadata Database

39. Business Data Search Search data, not just documents Scenario: Find an account manager in Siebel Today Vertical applications lack full-text search Many users can’t access vertical apps MOSS 2007: Search any database or Web service BDC integrated with Search Center No need to write custom IFilters or protocol handlers No need to create HTML representations of data

40. Indexing a custom storage

41. Querying an external Database using SharePoint Search

42. Agenda Introduction to 2007 Office system Windows SharePoint Services 3 Collaboration Solution Document Storage Web Development Platform Office SharePoint Server 2007 Portal Search ECM

43. Enterprise Content Management MOSS 2007 specific Policies & Compliance Records Management Web Content Management Parts of Workflow Content types Development opportunity Workflows Web Parts for WCM Event Handlers Content types

44. Workflow Focus on Information Workers Windows Workflow Foundation (.NET 3.0) Hosted in WSS, associated with List, Doc Lib or Content Type Integrated client/server experience InfoPath forms in Office and on Server Tasks in WSS, mail and Outlook Out-of-box workflows WSS: Moderation, approval Review, collect signatures, issue tracking, translation, expiration, …

45. Workflow Scenarios Structured Ad Hoc Microsoft Visual Studio and workflow SDK Office SharePoint Designer workflows Out-of-the-Box Solutions (with customization) Issue Tracking Routing & Approval Review Signature collection List Moderation Publishing Process Document Expiration Document Processes Weekly Status Report Custom Tracking Apps Service Requests Email Notification Exception Handling LOB Integration Purchase Order Processing

46. Associating a Workflow Out-of-the-box scenario

47. Workflow Authoring in SharePoint SharePoint Designer or Visual Studio? SharePoint Designer Visual Studio 2005 Activities Re-use out-of-the box/deployed activities Workflow Forms Autogenerated ASPX Forms, can be customized Deployment Workflow markup stored in list of target site Development Model Wizard-based workflow designer Sequential workflows only Activities Re-use OOB/deployed activities Create new activities Workflow Forms InfoPath, InfoPath Forms Services ASPX Deployment Manual via a SharePoint feature Assoc. with Content type possible Development Model Workflow designer, debugging Sequential and state machine wfs

48. Development Model SharePoint Designer

49. Development Model Programming in Visual Studio 2005

50. Workflow Forms Forms are used for Association (workflows to list) Initiating workflows (for manual start) Modification of running workflows Completing tasks (user edits data) ASPX Forms (WSS 3 and MOSS 2007) Server only InfoPath Forms (MOSS 2007) Server & Client

51. InfoPath Workflow Forms On Server and Client

52. Building Workflows with Visual Studio 2005 Prerequisites: MOSS 2007, Visual Studio 2005 Visual Studio 2005 Extensions for Windows Workflow Foundation Beta 2.2. Link 2007 Office System Starter Kit: Enterprise Content Management Starter Kit  Create project of type “ SharePoint Sequential Workflow Library” or “ SharePoint State Machine Workflow Library”

53. Creating a workflow with Visual Studio 2005

54. Development Steps Model workflow in Visual Studio 2005 Create and bind Office InfoPath forms Deploy to MOSS 2007 Generate Metadata files Feature.XML Workflow.XML Install/activate the “Feature” IISReset Associate workflow to the list/library Debug the running workflow

55. Summary WSS 3 provides a very powerful Collaboration solution Storage platform Web development platform MOSS 2007: Solution and platform for Portals Search Document Workflow Get more information http://www.microsoft.com/office/preview/technologies/ http://msdn.microsoft.com/sharepoint/

56. Goal Ensure success when developing with Microsoft Beta Software Advantages Free Online Support until February 2007 Hands-on labs at Swiss Software Solution Center Involvement in Microsoft Marketing activities Next step Email to [email_address] (until end of November) ISV Touchdown Program 2007 Office system or Windows Vista (.NET 3.0)

57. © 2006 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.