The Magic of Microsoft Office SharePoint Services & Office 2007

Transcription

1 The Magic of Microsoft Office SharePoint Services & Office 2007 Hans Demeyer CT Interactive Session Objectives: What is SharePoint Technology Provide overview of the capabilities in Microsoft Office SharePoint Services and Office 2007 client technology Illustrate out-of-the-box functionality Illustrate scenario s 1

2 The SharePoint Universe Quick Product Brief Van papier naar digitaal in alle eenvoud! pdf tiff jpeg 2

3 Technology Convergence Office SharePoint Server 2007 Portal, Web Content Management, and More Windows SharePoint Services v3 SharePoint Portal Server 2003 Windows SharePoint Services v2 Content Management Server 2002 SharePoint Team Services v1 SharePoint Portal Server 2001 Microsoft SharePoint Feature Areas Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Rich and Web forms based frontends, LOB actions, pluggable SSO Business Forms Business Intelligence Platform Services Collaboration Workspaces, Mgmt, Security, Storage, Topology, Site Model Docs/tasks/calendars, blogs, wikis, integration, project management lite, Outlook integration, offline docs/lists Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Content Management Integrated document management, records management, and Web content management with policies and workflow Search Enterprise scalability, contextual relevance, rich people and business data search 3

4 Functional Architecture Visual Studio 2005 SharePoint Designer Office client Browser Custom Apps XML Web Services Office SharePoint Server Workflow templates Office Policies Records Management Windows SharePoint Services v3 Content Types Document libraries & Lists Rights Trimmed UI Single Item Permissions SQL Server Storage Web Content Management Workflow integration with Office client Audit Policies and Reporting Check-in/Check-out Major/Minor versioning Revision History Event handlers Hardware requirements Component Minimum Recommended Processor 2.5 gigahertz (GHz) Dual processors that are each 3 GHz or faster RAM 1 gigabyte (GB) 2 GB Disk NTFS file system formatted partition with a minimum of 3 GB of free space NTFS file system formatted partition with 3 GB of free space plus adequate free space for your Web sites Drive DVD drive DVD drive or the source copied to a local or network-accessible drive Display or higher resolution monitor Network 56 kilobits per second (Kbps) connection between client computers and server 56 Kbps or faster connection between client computers and server The following table lists the minimum and recommended hardware requirements for deploying Office SharePoint Server 2007, including the deployment of SQL Server 2005 Express Edition, for a stand-alone installation: 4

5 Software requirements Office SharePoint Server 2007 is built on the technologies and services provided by Microsoft Windows Server 2003 Service Pack 1 (SP1) and SQL Server 2005 (in addition to SQL Server 2000). The core and development-platform operating system services include: Microsoft.NET 2.0 Framework, including: ASP.NET 2.0 master pages, content pages, and Web Parts Pluggable service-provider models for personalization, membership, navigation, and enhanced security Database access services Internet Information Services Windows Workflow Foundation Windows desktop indexing and search services In plain english Office SharePoint Server 2007, an integrated suite of easy-to-use server applications that help people and teams improve their efficiency and effectiveness. Office SharePoint Server 2007 connects sites, people, and business processes facilitating knowledge sharing by offering ready-to-go, enterprise-wide functionality for records management, search, workflows, portals, personalized sites, and more. Office SharePoint Server 2007 extends the capabilities of Windows SharePoint Services by providing highly flexible organization and management tools for SharePoint sites, and by making it possible for teams to publish information to the entire organization. Office SharePoint Designer 2007, which provides tools for customizing Windows SharePoint Services and Office SharePoint Server 2007 sites, and for creating reporting tools and application templates without writing new code or deploying new code on your servers. 5

6 Working with Documents Multiple access to Microsoft Office SharePoint Server Authoring Apps Outlook Browser UI Microsoft Visual Studio Microsoft Office SharePoint Server SharePoint Designer 6

7 Available Features For Document Approvals & Content Management (ECM) Windows SharePoint Services V3 Office SharePoint Server 2007 Content types Document Labels & Barcodes Information Rights Management Information Management Policies for retention, expiration, legal holds Windows Workflow Foundation Out-of-the box workflow templates Team Sites for storing documents Managed, large-scale Document Repositories Audit policies, audit history and reporting Use Document Information Panel to collect advanced Metadata from Office Professional Plus or Enterprise 2007 Workflow Customizations Configure Out-of-box Workflows Develop Custom Workflows SharePoint Designer Workflows apply to a list Rules Driven Visual Studio Developer task ECM starter Kit ECM feature extension code samples supplemental developer white papers Visual Studio project templates for workflow in Office SharePoint Server 7

8 How to tell THE SCENE 8

9 You make a word document and send it to 5 co-workers for review. They review the document and send it back for final editing. How many instances of the document you count at the end? 19 The flow : Hun inbox Hun HD Hun sent items mijn inbox Mijn HD Hun inbox Hun HD Onze HD Sent items mijn HD Myn Sent items 20 9

10 Information travels??? Solution : 22 10

11 users 8/04/2009 It s more than just documents Bulk Structure Standards forms automation Critical Less structure difficult to trace Very specific Intensity If the analog way was messy, so will the digital be 11

12 But this can hurt Cc: bombs Average time spent per mail : 2 minutes Average mails for knowledge workers : minutes per day = 3hrs = 100 Storage entropy Search Time (Dig In Data Tree) Non-access to information Multiple versions No control over content, The comfort Zone : Microsoft Office 2007 Simplified open/check-out experience with Office client applications Check-out documents locally Outlook can act as a smart client to site content Read/Write access to SharePoint data types: calendar, tasks, contacts, discussions, and documents Synchronization for offline support Users can check out and edit documents when offline. Aggregate views of calendars and tasks PowerPoint Slide Libraries (MOSS only) Repository for PowerPoint slides for easy use and reuse Notification and update of shared slides 12

13 IT-Pros Comfort Zone Provides back-up and restore functionality Undelete files functions (basket) Advanced Security & Administrative controls Reduce complexity and cost of operations Support Windows Mobile Enables Web access to business applications (.NET) Support AJAX Document Lifecycle management & Process Management Create Edit / Review Ready to publish, sign off and approve Publish / Maintenance / Evolution (versioning) End of Live Obsolescence Archive Restore 13

14 One Version of the Truth. Your End User SharePoint Leitmotiv Collaboration - Working Together Core improvements Document library and calendar features and functionality Ease of navigation Tracking and project management Anywhere access Outlook integration Alerts and RSS Mobility INTERACTIVITY (Community and communication) Wikis & blogs and discussions People and groups 14

15 Collaboration Document Management + Enhanced collaboration with Microsoft Office and SharePoint Service More Magic Integration with Outlook 2007 Drag & drop attachment directly in SharePoint Off line functions & synchronization 100 % Multilingual SharePoint on Windows Mobile /M RSS Post a Blog from Word Document Access Security: Folder level, Item Level 2 Stages Recycle Bin Check Out Required prior Editing 15

16 More Magic Display Filters Customize Quick Launch & Top Links Bar with your own links Tree View Navigation (Breadcrumbs) Exploit with Access Gantt Chart View on projects The magnificient 40 s Out of the Box templates Multilingual Templates Free Customizable 16

17 Intranet -> Extranet -> Internet help people stay connected across organizational and geographic boundaries, extranet controlled workgroups No replication of data Non AD authentication (ADAM, SQL, ) Third Parties authentication support (SSO = MOSS) A foundation platform for building Web-based business applications Familiar, Web-based interface and close integration with everyday tools including the Microsoft Office system WORKFLOWS 17

18 Create Library Open The Library in Designer 18

19 File-New-Workflow = Wizzard Next Start the State Machine 19

20 Create the Condition in Step 1 Fx = databinding 20

21 Press FX -> Wizzard If created = modified 21

22 If Then, Action Action = Send 22

23 Fx -> Wizzard = add lookup body OK 23

24 Action: add to do item Select Users 24

25 To do -> lock state until completed Else if: modified = modified -> Finish 25

26 Test Workflow -> Add doc in Malib Get 2 s In progress -> Completed MASTERPAGES 26

27 Site Settings Galeries Master Page 27

28 Edit Page in SharePoint Designer Add a picture 28

29 Attach Master Page Set as Default Master Page 29

30 Immediate Result in sites using this master page Conclusion One Version of the Truth Work Together Easily and Effectively Get Started Quickly Deploy a Manageable Infrastructure Provide a Foundation for Web-Based Applications 30