1. Building Second Generation Digital Dashboards David “Dashboard Dave” Holladay Product Manager, Digital Dashboard Brian “Web Parts” Welcker Program Manager, SQL Server Microsoft Corporation 4-304

3. TechEd Digital Dashboard Sessions 4-304W – Building Second Generation Digital Dashboards 4-304W – Building Second Generation Digital Dashboards 4-313 - Building Web Parts for Second Generation Digital Dashboards 4-313 - Building Web Parts for Second Generation Digital Dashboards 4-303 – Deploying Second Generation Digital Dashboards 4-303 – Deploying Second Generation Digital Dashboards

4. Agenda What is a digital dashboard? What is a digital dashboard? Digital Dashboard Resource Kit 2.0 Digital Dashboard Resource Kit 2.0  Web Parts  Web Part Builder  Digital Dashboard Services Component Building/Deploying digital dashboards Building/Deploying digital dashboards  Clients  Windows 2000 File System dashboard  SQL Server dashboard  Personalization / Deployment Platform Directions Platform Directions

5. Delivering the right information at the right time Digital Dashboard What Is A Digital Dashboard? A customized solution that consolidates personal, team, corporate and external information with anytime, anywhere access. Goal = better, faster decision making

6. Big Success Digital Dashboard concept launched by BillG 4/99 Digital Dashboard concept launched by BillG 4/99  Achieved significant mind share with customers  700,000+ DDSK’s distributed  Big partner momentum Sample customer deployments Sample customer deployments  Troop Law  Motorola  JD Edwards  Pacific Life  …

7. Key Lessons Knowledge Workers Knowledge Workers  Need a rich catalogue of content  Need offline support  Want end user customization Developers Developers  Need a standard framework  Need better dashboard development tools  Want to create reusable “nuggets” IT Department IT Department  Need flexible, scalable deployment approach  Need manageable end-user experience

8. Digital Dashboard Resource Kit 2.0 Internet standards-based framework and tools for building Web Parts and customizable digital dashboards Audience: Developer and IT

9. DDRK 2.0 Contents Dashboards (server-based) Dashboards (server-based)  Supported stores: SQL, Windows 2000 file system  Supported clients: Outlook and IE Web Part Gallery (3rd party and Microsoft) Web Part Gallery (3rd party and Microsoft) White Papers White Papers  What’s New in the DDRK 2.0  Building Web Parts  Building and Deploying Digital Dashboards  Business Process Assessment Guide Web Part Builder Web Part Builder  Visual InterDev add-in

10. Terminology Web Part A digital dashboard component that can contain any type of Web-based content Digital dashboard The rendering of a set of Web Parts in an HTML page Dashboard factory A set of ASP, XML and XSL files that assemble Web Parts into a view layout for rendering into a dashboard Web Part Catalog a library of Web Parts located on the Internet or Intranet Digital dashboard application a digital dashboard plus all support pieces, customization pages, and Web Parts.

11. What Is A Web Part? Standard schema for delivering web-based services to the desktop Metadata TitleTitle DescriptionDescription DateDate … Web Part Content HTMLHTML XMLXML ScriptScript...... The component formerly know as “nugget” Appearance HeightHeight WidthWidth ZoneZone … Execution RefreshRefresh IsolatedIsolated …

12. End User Experience Web Part DashboardNavigation Bar (nested dashboards) Web Part Catalog add remove End user actions: -Minimize/restore - -Re-arrange - -Add/remove - -Customize attributes

13. DDRK 2.0 Demo

14. Dashboard Architecture Digital Dashboard Context, notification, and messages Dashboard Services Component Web Part Dashboard APIs for accessing stores Assembly of parts, dashboard and styles Dashboard Factory HTTP Internet Information Server ExchangeDashboardServices SQL Server DashboardServices File Sys DashboardServices Office / Outlook, Internet Explorer Storage of dashboard and part metadata ExchangePlatinumSQLServer W2K File System WebDAV WebDAV

15. Accessing Parts Web Part Factory Web Part Factory  Given dashboard ID, retrieves parts from store  Replaceable storage modules Distributed Authoring and Versioning Distributed Authoring and Versioning  Through HTTP & Port 80  Methods for creating, deleting, and modifying Web Parts & dashboards How Parts are Stored How Parts are Stored  Windows 2000 – 2 Streams: Content, Properties  Exchange 2000 – Folder Items & Props  SQL – Records in database

16. Working With Web Parts Import Parts Import Parts  Web Part catalog(s)  Uses Web Part XML format (DWP) Create New Parts Create New Parts  Dashboard Contents Page  Administration Dashboard Web Part Builder Web Part Builder  Visual InterDev Add-In  Modify Web Part Properties  Export XML  Import XML

17. Basic Web Part Properties Title – Short name for the part Title – Short name for the part Description – Longer description of the part Description – Longer description of the part Namespace – Unique identifier for part Namespace – Unique identifier for part IsIncluded – Is the part included on the Dashboard page? IsIncluded – Is the part included on the Dashboard page? ContentType – XML, HTML, VBScript or Jscript ContentType – XML, HTML, VBScript or Jscript PartStorage - Part Customization information PartStorage - Part Customization information

18. Web Part Content Options Linked Content Linked Content  Web Parts with dynamic content  Presentation of XML-based services Embedded Content Embedded Content  Web Parts with less-dynamic content  Can use master part to update Web Part copies Script Content (ala ASP) Script Content (ala ASP)  Script executed during page construction  Can target low bandwidth or down-level browser environments

19. Web Part Content Properties ContentLink – URL from which to get content (HTML, XML or script) ContentLink – URL from which to get content (HTML, XML or script) Content – Embedded content or fallback content when ContentLink fails Content – Embedded content or fallback content when ContentLink fails RequiresIsolation – Should the part be isolated from other parts (via IFrame)? RequiresIsolation – Should the part be isolated from other parts (via IFrame)? XSL / XSLLink – Embedded XSL and URL to get XSL used to transform content XSL / XSLLink – Embedded XSL and URL to get XSL used to transform content MasterPartLink – URL to master version of part MasterPartLink – URL to master version of part LastModified – Used to determine whether part needs to be updated LastModified – Used to determine whether part needs to be updated

20. Appearance Properties IsVisible – Is the part visible on screen? IsVisible – Is the part visible on screen? HasFrame – Does the part have a frame and title bar? HasFrame – Does the part have a frame and title bar? FrameState – Is the frame minimized or restored? FrameState – Is the frame minimized or restored? Zone – In what zone should the part be? Zone – In what zone should the part be? PartOrder – Where should the part be relative to other parts in the same zone? PartOrder – Where should the part be relative to other parts in the same zone? Height / Width – Does the part have a fixed height or width? Height / Width – Does the part have a fixed height or width?

21. Behavior Properties CustomizationLink – URL for customizing part content. Used when user clicks customize link in title bar CustomizationLink – URL for customizing part content. Used when user clicks customize link in title bar DetailLink – URL to a full-page, detailed UI. Used when user clicks part title DetailLink – URL to a full-page, detailed UI. Used when user clicks part title AllowRemove – Can the user remove the part from the Dashboard? AllowRemove – Can the user remove the part from the Dashboard? AllowMinimize – Can the user minimize the part? AllowMinimize – Can the user minimize the part?

22. Web Part Examples

23. Digital Dashboard Services Component (DDSC) Easy-to-use services for Web Parts Easy-to-use services for Web Parts  Discovery  Notification Web Parts can be combined into an integrated application Web Parts can be combined into an integrated application Allows cooperative Web Parts to be developed and deployed independently Allows cooperative Web Parts to be developed and deployed independently Method definitions are inserted into page by dashboard factory Method definitions are inserted into page by dashboard factory  Session State  Part State

24. Discovery And Notification Discovery Discovery  Provides access to parts registered on current dashboard  Dashboard factory automatically registers parts on a dashboard page Notification Notification  Provides standard multi-cast event mechanism for Web Parts  Hides the complexity of the underlying event mechanisms of browser or OS

25. Session And Part State Session State Session State  Allows data to be passed between parts, even between page refreshes Part State Part State  Enables Web Part (and Dashboard) properties to be retrieved, set, added, or deleted  State is location transparent, i.e., a part does not have to know where its state physically resides

26. Building Good Web Parts Focused Focused  Rethink information delivery Personalized Personalized  Let users customize display and content Consistent look and feel Consistent look and feel  Use standard dashboard styles Support off-line scenarios Support off-line scenarios  Provide default content Portable Portable  Design parts to be “self-contained”

27. Deploying Digital Dashboards

28. Client Environment Minimum Internet Explorer Minimum Internet Explorer Outlook 2000 enhanced digital dashboard Outlook 2000 enhanced digital dashboard  Interactive – Outlook View Control  Offline – Outlook/Exchange/IE  Folder Home Pages/Outlook Today Office 2000 enhanced digital dashboard Office 2000 enhanced digital dashboard  Office Web Components – pivot table, chart, data access  Highest level of functionality

29. Choosing A Web Part Store Active Directory Integration Office Integration Offline support Native WebDAV/XML Exchange Web Store (coming) Can be done through custom module Get Best of Both Worlds Difficult to Manage Mixed Relational user and part management Scalable Application Server XML and WebDAV Support (DDRK) SQL Server Ubiquitous Simple WebDAV Support File System AdvantageStore

30. File System Dashboard Windows 2000 Server Windows 2000 Server NTFS file system NTFS file system Virtual root directories Virtual root directories  Factory – factory script  Dashboards – user/admin dashboard, Web Parts catalog Development workstation Development workstation Welcome and Administration sample dashboards Welcome and Administration sample dashboards

31. SQL Server Dashboard SQL Server 7.0 or later SQL Server 7.0 or later WebDAV Support WebDAV Support Supports Personalization of shared parts and dashboards Supports Personalization of shared parts and dashboards Virtual root directories Virtual root directories  Dashboard – factory script  sqlwbcat – user/admin dashboards, Web Part catalog Welcome and Administration Sample dashboard Welcome and Administration Sample dashboard

32. Security And Personalization Security Security  Dashboard Honors NT ACLs  Use Item Level Security  Read  Write  Folders & Web Parts  Active Directory Users & Groups Personalization Personalization  Per user Web Part settings  User/group specific Content

33. Deployment Static - Community Static - Community  Highly Administered Portal  No user customization  Managed Information Flow Customizable Portal Customizable Portal  Partially Administered  Dashboard Navigation Locked  Some Parts Locked  Per-user Web Part settings 4-303 - Deploying Second Generation Digital Dashboards 4-303 - Deploying Second Generation Digital Dashboards

34. Platform Directions Microsoft cross product integration of Web Parts Microsoft cross product integration of Web Parts  Clients work with Web Parts  Servers deliver services via Web Parts Public catalog of Web Parts/Community Public catalog of Web Parts/Community  Free parts/subscription parts  Huge library of re-usable components Portal partners with complete framework toolsets Portal partners with complete framework toolsets  InfoImage  Plumtree Other clients/devices Other clients/devices

35. Why Build With DDRK 2.0? Customers Customers  Scalable, Manageable for the enterprise  Rich library of Web Parts will save development time Content providers/Application providers Content providers/Application providers  Deliver your content/services to Office desktops  Focus on your content/service, not interface System Integrators System Integrators  Customized dashboard solutions for customers  Need to Web Part-ize customer systems Portal Vendors Portal Vendors  Out of the box enterprise dashboard/portal toolset  Rich library of Web Parts to tap into Focus on Web Parts!

36. Q&A Web Parts, Web Parts, Web Parts http://www.microsoft.com/digitaldashboard