KMA SharePoint 2010 Preview Seminar Deck

Welcome
• Keynote
– Fiona Akhtar, Microsoft
• Act 1: Collaboration themes
– Michael Gilronan, KMA
• Break
• Act 2: Insight and Productivity themes
– David Goldstein, KMA
• Breakout #1: Platform/IT Pro Track (MPR A)
– Chris McNulty, KMA
• Breakout #2: Developer Track (Boston Room)
– Liz Hatch, KMA
• Breakout #3: Licensing Track (EBC)
– Adrian duCille, KMA
(2)
Twitter hashtag: Copyright 2009 © Knowledge Management Associates, LLC. All rights reserved.
Twitterhashtag: #kmasp2010

Prologue: Key Questions We Will Address

• How can I use SharePoint 2010 to make my
employees more collaborative?
– Enhanced tools for content-based collaboration
– SharePoint communities
– More ways to access and share content

(3)

Microsoft SharePoint 2010
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client and Office Web App Integration
Standards Support

Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser

Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements

(4)

SharePoint Content

User-centric

Flexibility and
Compliance

Management
Efficiency

(5)

Document Library and Ribbon UI

(6)

Live Demo #1

• Enterprise Content Management capabilities

(7)

SharePoint Communities

Informal
Knowledge

Social
Connections

Participation
Anywhere

(8)

People Data - Out of the Box

• User Profiles
• Rich Object Model
• User Profile Web Service
• Social Data
– Tags, Comments, & Rating
– Activity Feed
– Social Data Service
• Organization Browser

(9)

Live Demo #2
Communities – MySites,
profiles, tags, ratings

(10)

IT Pro Investments
Scale with
Governance

Deployment
Flexibility

IT Productivity

(11)

Live Demo #3

Offline experience with
SharePoint Workspace

(12)

Prologue: Key Questions We Will Address

• How can I use SharePoint 2010 to make my
employees more insightful?
– By exposing key data to them from data bases and line of
business systems
– By easily connecting this data to dashboards, maps,
pictures, lists, …
• How can I use SharePoint 2010 to make productive?
– By developing forms and workflows that automate key
business processes

(14)

Act Two
Productivity and Insight Act, in three scenes:
Scene Business Problem SharePoint 2010 Feature
1 Unlocking line of Business Connectivity
business data Services
2 Automating business InfoPath and workflows
processes
3 Deriving insight from Connecting web parts to
data create mashups and
dashboards

(15)

Act 2, Scene 1: Business Connectivity Services

Challenges With Back End Data

• Multiple user interfaces
• Islands of business data
• External systems can be difficult
• Overhead for IT to service to use
all user requests
• Can't work with the data when
• Manage security, and where I want to
auditing, connectivity
• Can’t easily search for
• One off projects for connecting business data
to external systems
• Need to involve IT to service
my requests for data access

Solution: Business Connectivity Services

Bring external data into Provide External Data in a
SharePoint and Office Centrally Managed Way

Exposing External Data Through BCS

SharePoint External Lists SharePoint Workspace Outlook Forms

External Content
Type
Customer
CustomerID
FirstName
LastName
EmailAddress

External data

External Lists in SharePoint

• Expose external data as a
native SharePoint list
– Full CRUD capability
– Familiar UI and navigation
– Sort, Filter, Group
– Programmatic access via SPList
OM
– Profile page available for each
item in the list
– Form
• Auto-generated OOB
• Upsize to InfoPath
– Offline-able

Business Connectivity Services Demo

(20)

Act 2, Scene 2: Improving Productivity
Through Process Automation

Introduction to InfoPath 2010
Form Designer & Filler
• Browser and Client forms

Visual Layout

Form Logic

Data Connection

InfoPath and SharePoint 2010
Form Designer & Filler
• Browser and Client forms with form logic
& data connectivity

Forms for SharePoint
• Lists, External Lists, Form Libraries &
Workflow forms

Forms integrated into Office
• SharePoint Workspace, Outlook, Word,
PowerPoint, Excel

Applying Workflows to InfoPath

• Managing how people work
– Document approval & feedback
– Collaborative reviews & discussions
– Gathering signatures
• Business logic in action
– Rules for SharePoint content
– Applied automatically or on demand

(24)

Workflow Solution Spectrum
Custom Non-
Declarative

• Import
Custom solution into
Activities Visual Studio
• Advanced
• Encapsulate modeling
Custom custom code
in new action • Hook up
Declarative
Out-of-Box workflow to
• Deploy in full events
Customization • Start from or partial trust
scratch or (as user code)
• Association from existing
Out-of-Box and initiation
Workflows settings • New actions
• Modify logic • Task process
• Ready to use framework
in SharePoint
• Common • More types of
Designer
approval workflows
scenarios • Design forms
in InfoPath

Act 2, Scene 3: Turning Data into Insights

Mashup: an application that results when a business user combines multiple sources
of enterprise and public data with some visualization and interaction capabilities.

Claims Management Mashup
Image
Web Part

Map Send Row Of Data
Web Part (List ID)
Send Row of Data
Launch (Image URL)
Form
In
Insurance
Dialog
Claims List
List Web Part
LoanLoan
FormForm

Get Form From

Connecting web parts to provide insight and
improve productivity

Connecting Web Parts To Build Dashboards

What Goes Into a Dashboard?
Content

Data

BCS, InfoPath, Mashups and Dashboards in
Perspective

Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS

PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot

Resources
• From Microsoft:
– Microsoft New England LIVE SharePoint Conference event: 1 Feb 2010
– SharePoint 2010 site (including beta download):
http://sharepoint2010.microsoft.com
– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

• From KMA:
– January follow-up SP 2010 webcast (and others TBD)
– Web: www.kma-llc.net (now powered by SharePoint!) with white
papers, blogs, archived presentations, news, and events
– Twitter: @KMALLC, @kmadavid, @mikegil, @cmcnulty2000,
@aducille
– SharePoint Deployment Planning Services (SDPS), now available for
2010 planning
– Follow-up e-mail with slide decks, prize winners

Calls to Action

• Start planning NOW:
– 2010 planning under SDPS (subsidized by Microsoft)
– KMA will supplement offering for attendees of this event
– KMA “SharePoint Health Check” offer
• Training and Learning:
– CompuWorks’ offer for SharePoint End User training
– KMA and Microsoft events and webinars
• Volunteers? SharePoint Beta!!

Breakout Session Rooms
1: Platform IT Track - MPR A Room
Chris McNulty

2: Developer Track - EBC Room
Liz Hatch

3: Licensing Track - Boston Room
Adrian duCille

SharePoint 2010 –
IT Platform Overview
Chris McNulty

Agenda
• Branding
• Infrastructure
• Early Guidance on Migration

(38)

Branding
• 2007: Extensive Customization Possible, requires CSS
and SharePoint Designer
• 2010: Branding and Themes Directly From Browser

(39)

Demo
• Branding in Browser
• SharePoint Designer

(40)

Platform Basics
• SharePoint 2010 will be a 64 bit only platform. Direct
upgrades from 32 bit servers to 64 bit servers will require
some advance prep work.
• Windows Server 2008 or Windows Server 2008 R2 X64
• SQL Server 2005 x64 SP3 CU3
• Or
• SQL Server 2008 x64 SP1 CU2
• For the beta – probably also need KB971831 - support
the token authentication without transport security or
message encryption in WCF

(41)

Client/Browser Technology

• On the client side, Internet Explorer 7/8, Firefox and
Safari will all be supported. However, IE6 will not be
supported, so IT shops that had been deferring that
upgrade should plan accordingly.
• Most other browsers are still supported for Internet
configurations
• Office 2010 includes optimizations for the new platforms
• Offline Access
– 2007: used Outlook 2007 and Groove
– SharePoint Workspace 2010 integrates offline documents and
lists

(42)

Office Web Applications
• SharePoint 2010 will provide a server based version
of most Office applications – Office Web Access, or
“OWA”. [It's going to be hard to stop thinking only of
web access to Exchange as “OWA”!]
• In part, this enables simultaneous multiuser editing
of Office documents:
– Excel in OWA, not client
– Word/PowerPoint on client only if file opened from a
shared document library
– OneNote client or OWA
(43)

Shared Service Applications
• The 2007 Shared Services
Provider has been broken up.
• Each of its elements is now a
Shared Service Application
• Mix and match them singly or
in groups, to match farm’s
needs. [No need to deploy
Visio Services if you don’t use
it.]
• Crawl/index no longer a single
server role

(44)

Managed Metadata Service
• Centralized shared hierarchies of tags and terms
[taxonomy]
• Centralized governance of user-created keywords
[folksonomy]
• Centralized sharing and publication of content types
throughout the enterprise

(45)

Demo
• Central Administration
– New Site Collection
– Shared Service Application
– Managed Metadata Service

(46)

Logging, Monitoring, and Alerts

• Unified Logging
ULS Logs

• Out-of-the-box reports
• Richer Web Analytics Windows
Events

• Open Schema
Logging
• SCOM Integration Page
requests
DB

Feature
Logging

Health
data

(47)

Proactive Resolution

• Developer Dashboard
– Empower developers and users
• Integrated Health Analyzer
– Runs when necessary
– Alerts anomalies
– Fixes when it can

(48)

Health and Monitoring Demo
• IT Management
– Health Analyzer
– Web Analytics
– Developer Dashboard

(49)

Predictable Upgrade

• Pre-upgrade checker
• Visual Upgrade
• Resumable upgrade
• Progress reports
• Parallel DB upgrades

(50)

Simplified Deployment and Predictable
Upgrade
• demo

(51)

Thank you…
• Contact Details
– Email cmcnulty at kma-llc dot net
– Blog http://blogs.kma-llc.net/microknowledge
– Twitter: http://twitter.com/cmcnulty2000
– LinkedIn:http://www.linkedin.com/in/cmcnulty

(52)

SharePoint 2010
Developer Track

Liz Hatch

(55)

Agenda
Breakout #2: Developer Track

Visual Studio 2010

Developer Dashboard

Sandbox / Staging

(56)

What We Need to Know
• Details!
– Development needs
– Development approaches
– Development process
• Major changes in what we need to code
– For instance, field validation using custom field controls, custom
forms, event receivers  built-in using InfoPath
• Microsoft’s Vision and SharePoint Architecture
– Explicit / Implicit
– Moving toward more open architecture

(57)

SP 2010 Application Lifecycle
• Microsoft Listened!
– Community had already adopted Best-Practice approach independent
of Microsoft
• SP 2007 Development
– SharePoint Extensions were inflexible / not very useful
– Windows class projects with 12 hive structure are commonly used
– WSP Builder and setup.exe
• SP 2010 Development
– Lots of project types including empty project
– SharePoint Extensions are USEFUL
– Built-in Solution Packaging

(58)

Web Parts
• SharePoint 2007
– Stand-Alone Web Parts
• No WYSIWYG design available
• Can develop component hosted in web application, if design is
complex
• In some cases, can implement as user control hosted in web part
with serious limitations
• SharePoint 2010
– Visual Web Parts
– Stand-Alone Web Parts

(59)

Developer Dashboard
• Command Prompt / turn on by running batch file
– STSADM or Windows PowerShell
– Need to run with admin privileges
• In SharePoint, go to site settings to test dashboard
– Look for tiny icon in right margin
– Reload page
– Click on icon
– VOILA!

(60)

Sandboxed Solutions
1. Enable the service “Microsoft SharePoint Foundation User
Code Service”
2. Central Admin: Turn on in “Services on Server”
3. Deploy to Solution Gallery
4. Constraints of Sandboxed Solutions
– Developer must be site collection admin
– Web Part must be derived from System.Web.UI.WebControls.WebPart
namespace, NOT SharePoint-based Web Part
– No calls to web service, file I/O, limited access to SharePoint object
model
– Assemblies run under different process (SPUserCodeV4)
– Cannot create Visual Web Part

(61)

Workflows Using Visio 2010
• SharePoint Designer  Visio 2010  Visual Studio
• Select Flowchart, SharePoint Workflow Option
– Create workflow
– Check for errors
– Export to VWI file
• SharePoint 2010 not yet importing…
• SPD Overview – Import, Customize, Export

(62)

December Seminar

• The SharePoint 2010 Preview
December 17, 2009

• Only available through Microsoft Volume Licensing
• CALs commonly sold via Microsoft CAL Suites
– Core CAL Suite
– Enterprise CAL Suite
• CAL Suites simplify the acquisition of server infrastructure
• Offering industry-leading capabilities at cost-effective price points
• Eliminating the need to obtain licenses one product at a time
• Providing the flexibility to adapt to the technology demands of your
people without the additional worries of licensing compliance

• SharePoint Enterprise CAL has Office client related services
• Licensing requirement depends on what is used

• SharePoint Deployment Planning Services (SDPS)
– Plan your new SharePoint deployment
• Physical Architecture
• Logical Architecture
• Business Value Planning Services (BVPS)
– Streamline key business processes via the Microsoft Office System
• Automated Forms
• Content Search and Reuse
• Sensitive Records Management
• Performance Measurement & Reporting
• And the list goes on………..

KMA SharePoint 2010 Preview Seminar Deck

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