Building Enterprise Applications and Products on SharePoint Danny Ryan, [email protected] Tommy Ryan, [email protected] Agenda

• 1:00-1:30pm - Registration and Welcome • 1:30-2:45pm - Sprint 1 – Workflow, Platform Services, MS Office Integration and Business Intelligence • 2:45-3:00pm - Break and Refreshments • 3:00-4:00pm – Sprint 2 – SharePoint Security, Communities and Collaboration, Enterprise Content Management and Enterprise Search • Summary and Call to Action Agenda

• Introduction to Seminar • Sprint 1 • Break • Sprint 2 • Summary and Call To Action Seminar Purpose / Goals

• Follow up to the ―Now You Can‖ and ―Next Level‖ Seminars – Show and Share how you can build enterprise applications and products on SharePoint • Share more about how companies are taking advantage of SharePoint as an enterprise application and product platform Seminar Purpose/Goals

• Business value focus – We have a more technical series of seminars • Build a good foundation on SharePoint technologies and Agile fundamentals to understand more about the ThreeWill approach About this material

• Focus is building and integrating on SharePoint in the following 8 areas -

• Sprint 1 will focus on topics related to building on top of SharePoint, Sprint 2 will focus on topics related to SharePoint integration What is your experience with SharePoint?

1. No experience, here want to learn more 2. Some recent experience with SharePoint (ex, currently using for Intranet) 3. Years of experience with SharePoint 4. Using SharePoint extensively (for Enterprise Applications, as Product for ISVs) SharePoint Basics

• WSS v3 – Windows SharePoint Services – Free with Windows Server 2003 • MOSS 2007 – Office SharePoint Server – Extends WSS v3 – Standard and Enterprise licenses The ―MOSS Pie‖

Server-based Excel Docs/tasks/calendars, blogs, wikis, e- spreadsheets and data mail integration, project management visualization, Report Center, BI ―lite‖, Outlook integration, Web Parts, KPIs/Dashboards offline docs/lists Business Intelligence Collaboration

Platform Rich and Web forms Services Enterprise Portal based front-ends, LOB Business template, Site actions, pluggable Forms Workspaces, Mgmt, Portal Directory, My Sites, SSO Security, Storage, social networking, Topology, Site Model privacy control

Content Management Search

Integrated document management, Enterprise scalability, records management, and Web contextual relevance, rich content management with policies people and business data and workflow search We ―slice‖ it up this way…

1. Business Apps and 5. SharePoint Security Workflow 6. Communities and 2. Single Platform Collaboration 3. 7. Enterprise Content Integration Management 4. Business Intelligence 8. Enterprise Search SharePoint Functional Architecture

Applications & Services Collaboration Portal Search Content Mgmt Biz Processes BI Doc Collab, Wikis Intranet Template Search Center Authoring Rich/Web Forms Excel Services Discussions, Blogs News, Site Dir Relevance Workflow Self-Service Forms Report Center Contacts/Cals/Tasks My Sites Biz Data Search Web Publishing Real-time Data Val. Dashboards/KPIs E-Mail Integration People Finding Metadata Document Mgmt LOB Integration Biz Data WPs Outlook Integration Social Networking Customizable UX Records Mgmt LOB Actions Biz Data in Lists Project Mgmt ―Lite‖ Privacy Extensibility Policies Pluggable SSO SQL RS/AS Integ. Offline Lists/Docs Multi-Language Shared Services (Site Model+, Indexing+/Search+, Business Data Catalog, Profile Service, Audiences, Targeting, Usage Analytics, Single Sign-on Service)

Platform Services Storage Security Management Deployment Site Model Extensibility

Repository vServer Policies Admin UX Migration Templates Forms/Fields Metadata Pluggable AuthN Delegation Config Mgmt Rendering OM and SOAP Versioning Farm Services Backup/Recycle Bin Folder/Item Level Provisioning Feature Policy Navigation Event Handlers Indexing/Search Rights Trimmed UI Monitoring Extranet Support Consistent UX Migration APIs

Operating System Services ASP.NET: Web Parts, Personalization, Master Pages, Provider Framework, Security, etc.

Database Services Search Services Workflow Services The Productivity Gap

Desktop Productivity

Office Applications • Coordination & knowledge sharing is difficult Unstructured • Business apps are hard to access Unstructured • Can’tUnstructured find information or Work people • Content is out of date & poorly managed • Too much paper and manual process • Poor data visibility

ERP Enterprise CRM Relational Apps Database

Structured Momentum – Intranet Sites Momentum – Internet Sites www.kroger.com www.energizer.com www.microsoft.com

And of course… www.threewill.com

Good list at www.wssdemo.com What The Industry Is Saying

"If collaboration and file sharing is on your mind, SharePoint Server and its integration with Office 2007 are impressive. "In 2007, the marketing associated with the launch of Services as part of Office 2007 . . . the ability to create dynamic sites – and for will create the biggest news in the BI market.‖ users to benefit from these tools and create their own My Site pages – is extraordinary.‖

―SharePoint Server 2007 is an (Able) Jack of All Trades. . Most importantly – and the reason for which "But getting lost a bit in the noise and hype is one eWEEK Labs has given the platform an Analyst's Microsoft product release that, in the long run, Choice award—SharePoint Server 2007 is the may end up being the most important, especially best product we've seen for getting a capable and on the enterprise side. And that product is feature-rich enterprise Web platform up and Microsoft SharePoint Server 2007. running quickly.― . . . And based on my tests so far, I am Top 5 Web Application impressed.‖ Developments Of the Year Agenda

• Introduction to Seminar • Sprint 1 • Break • Sprint 2 • Summary and Call To Action Sprint 1 Planning

• Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Demo Overview

Part 1 - Office 2007 Integration with line of business data/information Part 2 - Workflow Foundation for centralized process management / SharePoint 2007 for consolidated views/dashboarding Part 3 - Windows Presentation Foundation/ Virtual Earth for immersive experience and visualizing large data sets for better decision making Scenario

• Real Estate Manager making a decision about whether to renew or terminate a lease – Electronics Store currently located on Market Street in downtown San Francisco – Have options for other available locations to re-locate the store to more desirable site Build on SharePoint Demo

Part 2 – BusinessPart 1 – MS Office Applications IntegrationandPart 3 – (akaBusiness OBA’s or Workflow; Single PlatformOfficeIntelligence Business Applications) Sprint 1 – Build on SharePoint • Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Business Applications and Workflow • Workflows – People centric workflow out-of-the- box – Built on a rich platform – Windows Workflow Foundation – Integrates with structured business processes • Business Data Catalog – Out-of-the-box connectors: SAP, Siebel, Dynamics • Forms – InfoPath ―client‖ Workflow Options

• Lightweight Events Handlers • Out of the Box Workflows • SharePoint Designer • VS.NET Workflows Application Templates

• Basic configuration for common processes and workgroup tasks • Starting point for deeper solutions and business impact: – Human Resources – Operations / IT – Business Management / Finance – Sales / Marketing – Project Tracking / Product Mgmt – Specialized / Verticals Business Applications User Interface Options • Web Part Framework (including Personalization) • Custom Lists • ASPX forms • Office Applications (more in a bit) • Other technologies including AJAX, Silverlight What are Web Parts?

• Vital way to customize and extend SharePoint • Create user interface elements • Web Parts support – Customization - changes made to the web part can be seen by all site members – Personalization – changes will only be seen by the user that made the changes • Easy and powerful way to extend SharePoint Web Part Pages

Web Part Page

Web Zone Web Part

Web Zone Web Zone Web Part Web Part

Web Part Sprint 1 – Build on SharePoint • Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Platform Improvements

• User Experience – Improvements to usability, navigation, and customization – Outlook offline support • Platform Improvements – ASP.NET 2 - Web parts, master pages, and pluggable authentication – Customization enhancements – Templates and feature extensibility – Windows Workflow Foundation – List enhancements – Scale, content types, and versioning Platform Improvements

• Manageability – Improved backup\restore including recycle bin and VSS support – Extranet deployment – Full and side-by-side upgrade • Security – Folder and item-level security – Interface trimming based on role

Sprint 1 – Build on SharePoint • Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples

Office 2007 Client Integration vs. Office 2003

Integrated client/server capability 2003 Client 2007 Client

Enterprise Content Management Content Management process integrated into client

PowerPoint Slide Libraries Publish slides for central storage, reuse and change notification

Excel Services Publish spreadsheets for server hosting, web viewing and component access control

Electronic Forms Publish e-forms for e-mail and browser based form completion

Access / SharePoint Integration Host Access data on SharePoint sites, use either browser or Access client to work with data

Outlook / SharePoint Integration Bi-directional sync of calendars, tasks, and contacts. Offline access to document libraries.

Groove / SharePoint Integration Direct synchronization between Groove workspaces and SharePoint document libraries

Outlook / Exchange 2007 Utilization Unified communications, Managed folders, Scheduling enhancement and more. The Work Of Business

Create Create Create Complete Create Qualified? Closed? Lead Oppt’y Quote Sale Invoice

Retire Lead CRM ERP ―Real World‖ Information Work

Estimate custom design Unstructured

Get Validate specs specs with from Tech customer Sales Cost out Decide Assemble Approve the discount proposed proposed solution strategy response response

Create Create Create Complete Create Qualified? Closed? Lead Oppt’y Quote Sale Invoice

Retire Lead CRM ERP ―Real World‖ Applications

WordEstimate Excel Outlook InfoPath custom Unstructured Office Businessdesign Applications Get Validate specs specs with from Tech Office SharePoint Server customer Sales Cost out Decide Assemble Approve the discount proposed proposed solution strategy response response

Create Create Create Complete Create Qualified? Closed? Lead Oppt’y Quote Sale Invoice

―Classic‖Retire Enterprise Applications Lead Structured Sprint 1 – Build on SharePoint • Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Business Intelligence

• The glue for ―BI for the Masses‖ • Delivers in-context BI • From KPIs to Reports to Dashboards • Key technologies – Excel Services – Report Center – KPIs and KPI Lists – Business Data Catalog – ODC Library Excel Web Access Reporting

• Excel Data Connections • Read-Only • Pivot Tables • Charting Sprint 1 – Build on SharePoint • Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Example #1 – Build on SharePoint

Client Profile Scenario Technologies Key Used Benefit(s) Leading Ability to • WSS v3.0 • Extensible integrated leverage content supplier of SharePoint • Virtual Earth platform from Lottery as a day one Services development • Ajax platform for • Ability to several web • Advanced target UI to based Web Part audience product lines Development Single Platform for WCM Rich Business Intelligence / Reporting Custom Web Parts Example #2 – Build on SharePoint Client Profile Scenario Technologies Key Benefit(s) Used Group of Custom Video • WSS v3 • All company Leading Player solution videos are Entertainment • Custom Web searchable and Network (packaged Part with viewable through Companies branded site Custom List their intranet pages which View presented • Large video files searchable • Java Applet ( 800+ MB) are Video List uploaded and as thumbnail • Windows managed by images with Media Services SharePoint custom ―pop up‖ video • Allows custom description) branding to be applied for each deployment

Sprint 1 – Review

• Demo • Business Applications and Workflow • Platform Services • MS Office Integration • Business Intelligence • Client Examples Agenda

• Introduction to Seminar • Sprint 1 • Break • Sprint 2 • Summary and Call To Action Agenda

• Introduction to Seminar • Sprint 1 • Break • Sprint 2 • Summary and Call To Action Sprint 2 – Planning

• Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Demo Scenario

• Show integration of best of breed enterprise wiki product with SharePoint • SharePoint Team Blog Post • Key Technologies involved – – Microsoft Office SharePoint Server 2007 • Key Benefit – Product adoption for enterprise clients Part 1 -Single Sign On / Administration / Features Part 2 - Content Embedding Part 3 - Search Integration Integrate with SharePoint Demo

Part 2 – Communities & Part 1 – SharePointCollaboration PartSecurity 3 – Enterprise and and Single SignEnterprise On Search Content Management Sprint 2 – Integrate with SharePoint • Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples SharePoint Security

• Website and Security Framework • A common site framework for all types of sites: intranet, extranet and Internet • Built-in Security • Authentication • Authorization • Extensibility SharePoint Security

• Inheriting security • List-level security • Item-level security through code • Forms-based Authentication • Single Sign-On SharePoint Security

SharePoint Security

• Clicking on the link below (in the web part) takes you to the screen at the bottom of the page. Sprint 2 – Integrate with SharePoint • Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Multi-Dimensional Collaboration Collaboration Enhancements • Wikis and blogs • Improved surveys, email and discussions • People and Groups: Distribution lists generated at site creation Collaboration Enhancements • Core Collaboration and Document Life Cycle – Tracking and project management tasks in charts – Detailed major/minor versions – Required check out for edits – Document library improvements • Anywhere access – Outlook integration: Two-way sync for contacts, tasks, and calendars – Keeping informed: Search, alerts, RSS, and task notifications – Mobility: mobile enabled lists Sprint 2 – Integrate with SharePoint • Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Managing Data/ Documents

• Managing – Lists – Views – Content Types • Import through Access • Windows Explorer view of documents • Datasheets • Centralized Data Key SharePoint ECM Features • Reach Office integration • Document Management • Record Management, Policy and Compliance Key SharePoint ECM Features • Web Content Management – Designed for Internet and Published Sites – New Web and Word Authoring capabilities – New Content Deployment and Publishing tools • Workflow and Approval – Out of box multi-stage Serial and Parallel document workflows – Integrated with email and Office 2007 desktop applications – Customizable through Windows Workflow Foundation Built-in Publishing

– Default/custom page layouts – Check-out/check-in – Versioning – Approval – Publish Standard MOSS Templates Custom Site Templates Standard Publishing Page Layouts Custom Page Templates Page Templates Site Actions

• The following ―Site Actions‖ are available on a ―Publishing‖ site Enterprise Content Management Content Approval Content Type Design

• Hierarchical • Inheritable • Integrated with Document Information Panels • Custom Document Templates • Automatic Updates • Workflow Integration Sprint 2 – Integrate with SharePoint • Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Enterprise Search

• Searching your – SharePoint sites – People – File shares – Web sites – BDC – Improve individual and organizational productivity by instantly connecting people with the right information and people while they work Enterprise Search

Search

When And Extranet Where You

Need To Enterprise Internet Presence

Division

Team

The Individual Find Content Scattered Throughout the Enterprise

Search all your files and websites Scenario Examples • Out-of-the-box ability to search files on • Find a spreadsheet located on a shares and all websites file share • Extensible to include all types of files • Extensible to custom repositories

Search over all business data • Find a customer profile from • Orders, customers, products, discussions, your SAP system employee data, colleagues, etc. • SAP, Siebel, custom repositories, etc. Best relevance and user experience • Get a set of relevant links when • Great relevance based on MSR algorithms looking for a specific • Duplicate collapsing PowerPoint presentation • Query-hit highlighting and query correction

Readily available to other applications • Make enterprise search • Search XML Web Service available in Word by adding the web service to your Research Pane WSS vs. MOSS Search

• WSS – Single site collection – Search-based Alerts – Limited Scopes – RSS from Result Set – IFilters – Query API – Duplicate Collapsing • MOSS Content Features • Other Site Collections • Search Site Template • People • Custom Scopes • Web Sites • Managed Properties • Exchange Public Folders • Best Bets • File Shares • Usage Reporting • BDC • Query & Admin API • Custom • Extending Search… Search Concepts/Terms

• Search Scopes • People Search • Advanced Search • Best Bests • Search Web Parts • Security Trimmed Results Search Concepts/Terms

• Content Sources • Crawl Rules • Crawl Logs • Managed Properties Sprint 2 – Integrate with SharePoint • Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Example #1- Integrate with SharePoint

Client Scenario Technologies Key Benefits Profile Used Leading The need to • Document • Third Party provider of seamlessly Library Event search technology scalable integrate with Handlers integrated with audio mining SharePoint the SharePoint search and speech initiation of • Web Part screens analytic searches and Development search results • Integration of produced by relevant audio Third Party content Search Engine • Third Party Search engine crawl initiated when adding audio documents Example #2 – Integrate with SharePoint

Client Profile Scenario Technologies Key Benefits Used Leading Agile Need to • WSS v3.0 • Understanding Development create a of SharePoint Tool ISV community Technologies portal that allows for • Ease of use, product search and knowledge updating sharing • Integration with Google Groups

Example #3 – Integrate with SharePoint

Client Scenario Technologies Key Benefits Profile Used Leading Need to • MOSS 2007 • Ease of Community create online administration Services communities • Forms and content Organization for Based management knowledge Authentication sharing and • Synchronized collaboration • Site authentication Definitions store and Page Templates • Templates that allow provisioning sites in the future Sprint 2 – Review

• Demo • SharePoint Security • Communities and Collaboration • Enterprise Content Management • Enterprise Search • Client Examples Agenda

• Introduction to Seminar • Sprint 1 • Break • Sprint 2 • Summary and Call To Action Seminar Survey

Before we wrap up with a summary and a word from our sponsor please complete and return seminar survey for a chance to win giveaways Retrospective

What are you taking away from today’s presentation? ThreeWill Overview

• Microsoft Gold Certified Partner based out of Alpharetta, Georgia. • Focus area is building custom collaborative solutions on SharePoint 2007 – Certified in Microsoft's Information Worker, Custom Development Solutions, and Business Process and Integration competencies. • All our consultants are Microsoft certified – Average 10 + years of experience • We are ranked in the top 5% of Microsoft partners based on an independent survey

We believe the key to succeeding on projects relies on the right combination of people, process, and technology. Our company name, ThreeWill, comes from this philosophy. ThreeWill Project Approach

Small focused project teams of 3 to 4 people to Plan, Design, Develop, Migrate and Deploy (train as required). Iterative Phased Approach with output at the end of each phase.

• Average duration is 2 weeks • Initial project scope is set and feature sets are defined with priority Project • Checkpoint is agreement of high level estimate and Planning Iteration 1 plan

• Average duration is 2 weeks per Iteration • Average number of Iterations is 4 Iteration • Working software at the end of each Iteration

• Average duration is 2 weeks • Final product is delivered and transitioned Transition Process Overview

SPRINT SPRINT BACKLOG 24 HOURS

POTENTIALLY PRODUCT SHIPPABLE BACKLOG PRODUCT 2 WEEKS INCREMENT Why Agile?

• Allows the team to focus on delivering the highest business value in the shortest time • Rapid and repeated inspection of actual working product every two weeks • Business (client) sets the priorities. Teams self-organize to determine the best way to deliver the highest priority features • Every two weeks anyone can see real working product and decide to release it as is or continue to build it through another sprint Project Types

• Custom SharePoint Development Projects – 2 to 3 month engagements with 2 to 3 team members, average of 200K investment • QuickStart Project – 3 week projects with 2 team members, 30K investment • Mentoring Consulting Project Call to Action

• Request a Free SharePoint Assessment – http://www.threewill.com/assessment/ • Find out more about our SharePoint QuickStart program – http://www.threewill.com/quickstart/ – 3 week engagement – 2 team members – 30K investment Other Next Steps

• Visit our homepage – www.threewill.com • Visit the ThreeWill blog – www.worktogetherbetter.com • Visit our technical blog – www.implementingsharepoint.com • Upcoming Seminars – http://www.threewill.com/events/ • Subscribe to ThreeWill Newsletter – http://www.threewill.com/newsletter/ • Free video on Exploring SharePoint 2007 – http://www.threewill.com/video/ Other Next Steps

• Visit our SharePoint Resource Guide – http://www.wssresourceguide.com • Visit our SharePoint Showcase Site (featuring the SharePoint Application Templates) http://www.sharepointshowcase.com Giveaway Drawing

And the winner is…