Northridge Webinar Share Point 2010 Public Web

SharePoint 2010 for Public Websites & Applications:
Sh P i t 2010 f P bli W b it & A li ti
Core Aspects of the Platform that Support Enterprise Business &
g q
Marketing Requirements for External Web Solutions
Wednesday, June 30, 2010
info@northridge.com
877.693.5167
www.northridge.com
www.northridge.com | Proprietary & Confidential 1

Today’s Webinar: What Will We Cover?

Introductions, About Today’s Presenters
What is SharePoint 2010
What is SharePoint 2010
Common SharePoint Platform Benefits for Intranet, Extranet, Internet
What Specific Aspects of SharePoint 2010 Support External Websites and Applications
User Experience Overview
Web Content Management Overview
Search Overview
S hO i
Custom Development Overview
How does Licensing for External Websites Work
g
Northridge SharePoint Portfolio Examples
Q&A, Next Steps


Who is Northridge

We combine business consulting, online marketing, creative services, and deep
technical expertise to help our clients drive business value from Microsoft technology
technical expertise to help our clients drive business value from Microsoft technology
in the following three core areas:

Acquisition &
q Collaboration & Insight &
g
Retention Productivity Analysis

We have a Strong Foundation.
We have a Strong Foundation
10 years in business, 80+ full‐time consultants serving clients across North America
We experience Continued Growth.
Top 50 Fastest Growing Companies (Atlanta Business Chronicle)
Top 50 Fastest Growing Companies (Atlanta Business Chronicle)
We are a Microsoft Gold Certified & Managed Partner.
7 Certified Competencies, 75+ Customer References
Less than 1% of all Microsoft Gold Certified Partners are Managed Partners
Less than 1% of all Microsoft Gold Certified Partners are Managed Partners


What is SharePoint & How Can It Be Used

Websites & Portals
Intranet, Extranet, & Internet Sites
Collaboration & Productivity Solutions
On‐premise, Cloud‐based, & Hybrid Models
Cross Browser, Offline, Mobile, MS Office Integration
Business Applications
Sites Social Networking
Program & Project Management
Custom Business Application Communities, My Sites, Blogs & Wikis
Development Tagging, Tag Clouds, Ratings, Activity
Tagging Tag Clouds Ratings Activity
Read / Write Integration w/ Line Feeds, Social Bookmarking
of Business (LOB) data Composites Communities
Profiles & Expertise
Visual Studio Support Organizational Browsers
Data Exposed Through Web
Services & APIs
Services & APIs
Web & Enterprise Content
W b&E i C
Web Content Management
Insights Content Enterprise Document, Records,
Audio/Video Management
Business Insight & Analysis
g y Workflows & Routing, Metadata
Workflows & Routing Metadata
Dashboards & Scorecards Taxonomies and Folksonomies
Search
BI Reports Document Imaging & Capture
Incorporation of LOB Data from
Data Warehouse Enterprise Search
Web Analytics
Web Analytics Search Structured & Unstructured Content
S h St t d & U t t d C t t
PowerPivot, Excel Services, Visio
Search Content w/in SharePoint, File Shares, Websites,
Services
Email Folders, Databases, LOB Systems (FAST Search)
Social Relevance & Phonetic Search 4
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Common SharePoint Platform Benefits

Rich and integrated platform to replace
heterogeneous environments and niche
systems.
Build applications in a timely and cost
Web Client effective manner.
Apps Extranets
Single platform for developers and
Single platform for developers and
administrators.
Single platform for content managers
Public
Intranets and end users.
Websites
One‐time training and cost‐effective
SharePoint
maintenance.
Leverages your existing investment in
Microsoft technology.
Microsoft technology.
Leverages existing knowledge of
Microsoft infrastructure required to
support, maintain, monitor, and deliver
high availability.
high availability


SharePoint for External Websites & Applications

Websites & Portals
Intranet, Extranet, & Internet Sites
Collaboration & Productivity Solutions
On‐premise, Cloud‐based, & Hybrid Models
Cross Browser, Offline, Mobile, MS Office Integration
Business Applications
Sites Social Networking
Program & Project Management
Custom Business Application Communities, My Sites, Blogs & Wikis
Development Tagging, Tag Clouds, Ratings, Activity
Tagging Tag Clouds Ratings Activity
Read / Write Integration w/ Line Feeds, Social Bookmarking
of Business (LOB) data Composites Communities
Profiles & Expertise
Visual Studio Support Organizational Browsers
Data Exposed Through Web
Services & APIs
Services & APIs
Web & Enterprise Content
W b&E i C
Web Content Management
Insights Content Enterprise Document, Records,
Audio/Video Management
Business Insight & Analysis
g y Workflows & Routing, Metadata
Workflows & Routing Metadata
Dashboards & Scorecards Taxonomies and Folksonomies
Search
BI Reports Document Imaging & Capture
Incorporation of LOB Data from
Data Warehouse Enterprise Search
Web Analytics
Web Analytics Search Structured & Unstructured Content
S h St t d & U t t d C t t
PowerPivot, Excel Services, Visio
Search Content w/in SharePoint, File Shares, Websites,
Services
Email Folders, Databases, LOB Systems (FAST Search)
Social Relevance & Phonetic Search 6

Poll

How are you currently leveraging your SharePoint Platform?
H tl l i Sh P i t Pl tf ?
Intranet 35.4%
Extranet 1%
Public Website 4%
Web Applications 2%
Combination of Above 44.4%
Not Currently Leveraging 13.1%


User Experience: Overview

SharePoint 2010: User Experience
Sh P i t 2010 U E i
User Experience Defined
Elements of Design
Elements of Design
SharePoint Design Hierarchy
SharePoint Doesn’t Need to be Plain Vanilla


User Experience: Defined

Optimal User Experience creates a marriage of Business Drivers and User Goals

Organization Website Audience

Business Drivers Positive User User Goals
Experience


User Experience: Elements of Design

Three Core Attributes of Interface Design (all possible with SharePoint)

Visual Design
• Overall look and feel; what emotions you want to evoke
• Branding and tone through use of fonts colors and imagery
Branding and tone through use of fonts, colors, and imagery

Information Design
• Prioritization of information and functionality at screen level
Prioritization of information and functionality at screen level
• Aligned with both user and organizational goals

Interaction Design
• How users control their flow through key functionality and processes
• Interface Controls, Navigation, Commerce, Search, Forms, Document
Downloads, Email sign‐up processes


User Experience: Design Hierarchy

Elements of SharePoint Visual Design
Master Page

Page Layout
Page Layout

Web parts

Web parts


User Experience: Creative Options

Master Page
Header and Navigation support allows for
the creation of
h f
Header Graphic custom HTML and
CSS.
Breadcrumb Master Pages help
g p
enforce structure
throughout the site.
Left Web Part Each Page has a
Navigation
N i i Publishing HTML Field Zone Content Type which
defines the
Metadata and a
Page Layout which
defines the
structure.
Content Types are
Site Footer
associated with one
or more Page
Layouts.

User Experience: Creative Options

Design and Branding, What Limits?
The creative designer is not limited by the
The creative designer is not limited by the
SharePoint Platform.

SharePoint does not have to be Vanilla.


Web Content Management: Overview

SharePoint 2010: Web Content Management
Sh P i t 2010 W b C t t M t
Master Pages & Page Layouts
Publishing Roles & Workflow
Publishing Roles & Workflow
Publishing UI Improvements
Shared Service Applications
Managed Metadata Service
Content Organizer
Search Engine Optimization & Site Analytics
h l


Web Content Management: Master Page & Page Layouts

Master Pages – Define the overall page structure for common elements such as Header,
Footer, and Navigation.

Header
Top Navigation

Page Layout

Footer



Content Type – A reusable collection of settings you want to apply to a certain category
of content. Content Types enable you to manage the metadata and behaviors of a
document or item type in a centralized, reusable way.
d i i li d bl



Content Query Web Part – A built‐in web part that allows the content to be aggregated
based on specific queries. The display is controlled by an XSL template.

Press Releases
Content Type
yp

Events
Content Type

Capabilities
Content Type



Page Layout – A template that is used in conjunction with a Master Page to control the
look, feel, and content of a page. The Page Layout provides controls based on the Content
look, feel, and content of a page. The Page Layout provides controls based on the Content
Type columns which allow the user to edit the page content.


Web Content Management: Publishing Roles & Workflow

SharePoint Security – Group based security integrated with Active Directory
Flexible model allows Administrators to define security at the Site, List, or even Item
Level.
L l
Each sub‐site can have a different group of Content Authors and Approvers.
Security model should be implemented according to organizational structure and/or
q
business requirements.

• Add/Update Content
• Approve Content
Administrator • Manage Structure and
Hierarchy
h

• Add/Update Content
Approvers • Approve Content

Author • Add/Update Content


Web Content Management: Publishing Roles & Workflow

Approval Workflow – SharePoint includes a powerful and flexible approval workflow
out of the box.
out of the box
Assign to SharePoint Group, AD Group, or Individual
Workflow Task Management
Parallel (All participants simultaneously)
( p p y)
Series (One participant at a time)
Email notification of pending tasks and status updates


Web Content Management: Publishing UI Improvements

Contextual Ribbon UI provides
consistent experience across
Office applications
Consistent Rich Text Editor
Controls
Multi Browser Support
Multi‐Browser Support
Modal Dialog Box Interface for
List Forms
File Drag and Drop


Web Content Management: Shared Service Applications

Provides effective targeting of services to the Web Applications you have created
Web Apps consume services on an individual basis
Each Web App can use any combination of the available Service Apps
Each Web App can use any combination of the available Service Apps
You can deploy multiple instances of the same Service App
This model also allows Cross‐Farm Service Apps
You can also write your own services that take advantage of the SharePoint
infrastructure


Web Content Management: Shared Service Applications

Access Services ‐ Allows viewing, editing, and interacting with Access databases in a
browser.
Managed Metadata Service ‐ Provides access to managed taxonomy hierarchies,
keywords, social tags, and Content Type publishing across site collections.
Secure Store Service ‐ Provides capability to store data (e.g. credential set) securely
and associate it to a specific identity or group of identities.
State Service ‐ Provides temporary storage of user session data for Office SharePoint
Server components.
Usage and Health Data Collection ‐ This service collects farm wide usage and
U dH l h C ll i
health data and provides the ability to view various usage and health reports.
Visio Graphics Service ‐ Enables viewing and refreshing of published Visio diagrams
in a web browser.
in a web browser
Web Analytics Service Application ‐ Enable rich insights into web usage patterns
by processing and analyzing web analytics data.
Word Conversion Service Application Provides a framework for performing
Word Conversion Service Application ‐ Provides a framework for performing
automated document conversions.

Web Content Management: Managed Metadata Service

Managed Metadata Service ‐ Provides access to managed taxonomy hierarchies,
keywords, social tags, and Content Type publishing across site collections.


Web Content Management: Content Organizer

Content Organizer – Provides a mechanism for organizing content based on
metadata and user defined rules.
metadata and user defined rules
Redirect Users to Drop Off Library – All uploads are automatically placed in
the drop off library.
Sending to Another Site – Create rules to send uploads to another site.
Folder Partitioning – Automatically create folders to avoid folders with too
many items.
Duplicate Submissions – Control what happens when duplicate documents are
submitted (new version new copy)
submitted (new version, new copy).
Preserve Context – Keep audit log and properties intact after item is routed.


Web Content Management: Search Engine Optimization

Site Map

Relevant content and
judicious linking of site
content.
content
SEO Specific Fields:
Meta Description, Meta
Keywords, Title Cross Linking of
Relevant Content

Human and robot
Control fields that
Control fields that
readable Site Map.
facilitate organic search
optimization, i.e. Page
Title, Natural Language
URL.


Web Content Management: Site Analytics & Reporting

Traffic reports: provide metrics such as:
How much traffic your site gets (Number of Page Views);
Who visits your sites (Top Visitors);
How visitors arrive at your site (Top Referrers);
How visitors arrive at your site (Top Referrers);
Daily Unique Visitors, Top Destinations, Top Browsers, etc;
Search reports: insight into what users are searching for:
How many times users searched (Number of Queries);
What were the most used search terms (Top Queries);
What queries have high failure rates (Failed Queries);
What queries have high failure rates (Failed Queries);
Best Bet Usage, Search keywords, etc;
Inventory reports: key metrics regarding the inventory of your sites:
What is the total disk drive space user (Storage Usage);
How many sites exist (Number of Sites);
Top Site Product Versions, Top Site Languages, etc;
p , p g g , ;
Reports aggregated at the following levels:
Per web application in the farm
Per site collection
Per site
Per search service application

NEW FEATURES
Web Analytics Workflows – send reports either on a schedule or
when specific conditions are met. Example: page views drop by 50% week
over week.
Best Bets Suggestions – automated suggestions for new Best Bets
based on search metrics.


SharePoint 2010 and Search: Value Proposition

Opportunity Cost Value Opportunity
When you have gone to such Use features like Best Bets and
trouble to get a prospective Promote / Demote to push
customer to your site, beware of results based on query keywords
driving them away with inferior and site scope
site search. Dynamically drive marketing
Inferior site search: campaigns and inventory
drives users back to the
drives users back to the clearance through search
clearance through search
external search engine, and
possibly to your competitors
Annotate web content with tags
leaves product sitting on the and metadata to target as many
shelf search scenarios as possible
misses up‐sell and cross‐sell
i ll d ll
Use search analytics to
opportunities
undermines an otherwise continually improve search
good site experience
harms your brand
y


SharePoint 2010 and Search: Core Value Areas

SharePoint 2010 Raises the Bar for Public Internet Site Search
Faceted search presents metadata‐based Refinement Panel adjacent to results.
Results ranking improves automatically over time based on click tracking.
Increased performance and scaling options allow efficient crawling and
and options allow efficient crawling and
indexing, faster query performance, and fresher search results.
Health and performance monitoring allows passive monitoring of site search.
Web search analytics drives reports and dashboards for administrators,
Web search analytics d i t d d hb d f d i it t
managers, and marketing specialists.
Microsoft® FAST™ Search Server 2010 for Internet Sites increases search
capabilites even more, particularly in areas of faceted search and pushing of
capabilites even more particularly in areas of faceted search and ”pushing” of
search results.


Custom Development: Overview

SharePoint 2010: Custom Development
Sh P i t 2010 C t D l t
Development Tool Support
Business Connectivity Services (BCS)
Business Connectivity Services (BCS)
Workflow
Rich Internet Applications (RIAs)


Custom Development: Development Tool Support

A major complaint with SharePoint 2007 was the lack of development tools.
Open Source projects such WSPBuilder, STSDEV, and others helped to fill the gap.
Open Source projects such WSPBuilder STSDEV and others helped to fill the gap
Microsoft has heard the development community load and clear!
Visual Studio 2010 includes BUILT‐IN SharePoint Development Tools.
Visual Studio 2010 provides a plug in architecture for community tools.
Visual Studio 2010 provides a plug‐in architecture for community tools.
Some of the New Features
New Templates
SharePoint Server Explorer
Feature Designer
Package Explorer
F5 – compile, build, debug and deploy
Integration with Team System
Visual Web Part
LINQ support


Custom Development: Business Connectivity Services (BCS)

Comes with WSS4.0 & SP2010
(
(wasn't available in WSS3.0)
) Office Applications
Office Applications
Read & Write capabilities
Integrated Editor Environment
in SharePoint Designer 2010 &
Visual Studio 2010
Vi l St di 2010
Integrated into Office 2010
Suite

Design Tools
Design Tools SharePoint
Sh P i t

32

Custom Development: BCS External Content Types

SharePoint Workspace with Outlook Forms
SharePoint External Lists
InfoPath Forms and Task Panes

External Content Type

Customer
CustomerID
FirstName
LastName
PhoneNumber
EmailAddress

External data

Search Results Office Applications
33

Custom Development: Business Connectivity Services (BCS)

Solution Types

Out‐of‐box
Surface data in External
Lists
Connect those lists to Create reusable
Outlook, SPW (UI ECT
components (UI parts, ECTs,
actions)
External Data Columns

Simple Intermediate Advanced

NO CODE* CODE

Power User Developer Advanced Developer

Custom Development: Key Workflow Enhancements

Design Tool Improvements
Design Tool Improvements
Visio 2010
SharePoint Designer
Visual Studio 2010
Site Workflow – releases developers from
requiring a list item or document item to run
g
workflow against.
Reusable Declarative Workflows – does not
rely on a specific list but can be associated with
any list.
High Privilege Workflow – specify an account
rather than run as logged on user.


Custom Development: Workflow Development Cycle

Define Process Flow
Visio 2010 – SharePoint Workflow Designer
f g

Add Business Logic
SharePoint Designer – Workflow Designer

Define Customizations & Integrations
Visual Studio 2010 – Workflow Designer
36

Custom Development: Rich Internet Applications (RIA)

SharePoint 2010 provides enhanced capabilities for building rich internet applications.


Custom Development: RIA Enabling Technologies

Microsoft Silverlight ‐ is a web application framework that provides functionalities
similar to those in Adobe Flash, integrating multimedia, graphics, animations and
interactivity into a single runtime environment.
i t ti it i t i l ti i t
Adobe Flash ‐ is a multimedia platform that is popular for adding animation and
interactivity to web pages.
HTML5 ‐ is currently under development as the next major revision of
is currently under development as the next major revision of
the HTML standard. Like its immediate predecessors, HTML 4.01 and XHTML 1.1,
HTML5 is a standard for structuring and presenting content on the World Wide Web.
The new standard incorporates features like video playback and drag‐and‐drop that
have been previously dependent on third‐party browser plug‐ins such as Adobe
have been previously dependent on third party browser plug ins such as Adobe
Flash, Microsoft Silverlight, and Google Gears.
Ajax ‐ (shorthand for asynchronous JavaScript and XML) is a group of interrelated web
development techniques used on the client‐side to create interactive web applications.
jQuery ‐ is a fast and concise JavaScript library which simplifies the creation of
animations, communications to server requests, document traversing and event
handling.


Licensing for Internet Sites, Internet Apps and Extranets

Optional Components
i l


Northridge Portfolio Examples


Next Steps

Next Steps
Next Steps Request Slides & Recording
Request Slides & Recording
• To request access to today’s webinar recording, or a copy of
today’s slide presentation, please email:
marketing@northridge.com

How SharePoint Can Support Your Business Goals
How SharePoint Can Support Your Business Goals
• Be one of the first 20 to engage with Northridge in a
meaningful conversation about how the SharePoint platform
can support your business goals and receive a SharePoint 2010
t b i l d i Sh P i t 2010
T‐Shirt, Pen, and Notebook courtesy of Northridge & Microsoft.
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