SharePoint 2007 By Sam Nasr August 29, 2006 www.ClevelandDotNet.info

Agenda Introduction Overview New Features Demo Q&A Survey & Raffle

Overview Used for creating web site portals Collaboration tool Managing documents Based on .Net framework and ASP.Net Part of the MS Office suite but is purchased separately. SharePoint 2007 is 3rd major release Introduction: Angie Lingk Product specialist for Hosted Microsoft Solutions Here today to talk about Berbee’s Hosted offering for Microsoft Solutions, focusing on Exchange 2003 and Windows SharePoint Services.

System Requirements

CMS/SPS/WSS Roadmap Microsoft Office SharePoint Server 2007 Content Management Server 2002 Microsoft Office SharePoint Server 2007 SharePoint Portal Server 2003 Windows SharePoint Services v2 Windows SharePoint Services “v3’

SharePoint Feature Areas Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Portal Platform Services Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Business Processes Workspaces, Mgmt, Security, Storage, Topology, Site Model For the Office 2007 SharePoint Servers, Microsoft focused investments in the “pie” shown here. Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search 6 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

New Features Security Trimmed UI Only show UI to users to which they have access Breadcrumb Site bread crumb provides user navigational context Quick Launch and top navigation Present on view pages Customizable in the browser UI View Improvements Paging Backwards Better Filter/Sort UI Descriptive Menus Simplified Web Part UI

New Features Recycle bin Document Level Permissions End users can easily restore items accidentally deleted Provides lifecycle control of items Document Level Permissions Survey improvements Branching Page breaks for longer surveys Accessibility Section 508 compliance W3C compliance

New Features Mobility Wikis and Blogs Browse to sites on mobile phones Scaled down sites suitable for small screens Add, edit, and view items from the phone Wikis and Blogs New ways to collaborate Great for pushing information out informally

Alerts

E-mail Integration SharePoint sites become the place where team email is archived, shared, organized Send Email to SharePoint lists Emailed discussions, meetings and documents are archived in a SharePoint discussion board Send Email from SharePoint sites Post a new announcement, optionally send it in email to your fellow team members View archived email in Outlook Your discussion board shows up as an email folder in Outlook SharePoint Lists can now receive e-mail Discussion Boards, Calendars, Document Libraries, Announcements Extensible support for custom ‘e-mail handlers’ Better Discussion Boards New more scalable topic-based architecture Super rich-text field type Unify web & e-mail discussions in one place Create E-Mail Distribution Lists from SharePoint One-Step DL creation/archival during site creation Unify SharePoint Group management and DL management 11 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Search Breaking through silos of information Find people and expertise Easily connect to backend business systems Key Technologies Search improvements – relevancy, hit highlighting, query correction Business Data Catalog Customizable Search center Rich people search

Enterprise Content Management Document Management Forms Automation Microsoft took a holistic view of content management and incorporated the capabilities of document management, workflow, policy and compliance, and web content management. Records Management Web Content Management 13 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Enterprise Content Management Document Management -> Records Management, Web Content Management, e-forms/workflow Compliance and multi-lingual scenarios Rich and seamless Office integration Key Technologies Content Types Integrated Workflow Internet scale WCM Records Management with policies and auditing Integrated rights management

Document Management Scalable Document Libraries and Repositories Extensible content types with rich metadata Check-in/check-out with comprehensive versioning Large document repositories and specialized library templates Workflow and Approval Out of the box, serial and parallel workflows (e.g.“Document review/approval” and “Signature collection”) Participate & initiate workflows from within preferred application Customizable workflows built with SharePoint Designer or Visual Studio 2005 on the Windows Workflow Foundation Security and Tracking Per item security and access control Out-of-the-box support for labeling, barcodes, electronic signatures Deep integration with Information Rights Management (IRM)

Web Content Management Designed for Internet and Published Sites OOB site templates with flexible site navigation controls Web based site manager for managing site structure & content Customizable workflow and support for multilingual sites New Web and Word Authoring capabilities New web author HTML editor enables in context editing Image asset browser for rich web page development Server–side Word to HTML conversion New Content Deployment and Publishing tools Automated content deployment console with “quick deploy” override Page scheduling and page expiry notifications Extensible, pluggable framework for document conversions OOB Internet Presence site template Contains several commonly used webs Contains a set of page templates Build out with Publishing Web template ‘building block’ Can be branded easily via (separate) .CSS Flexible navigation ASP.Net 2.0 navigation provider exposes site hierarchy ASP.Net 2.0 navigation controls: flyout menu/breadcrumb/tabs Users can insert arbitrary links Separate site-wide and contextual navigation 3. Web Based Site manager Explorer-like view of site structure and content Administer settings Perform move/copy 4. Search integration 16 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Business Intelligence The glue for “BI for the Masses” Solves information underload by connecting clients and servers Delivers in-context BI KPIs, Reports, Dashboards Key technologies Excel Services Report Center KPIs and KPI Lists Business Data Catalog ODC Library

Server Investments SharePoint is the “BI Portal and Report Center” for end users Excel Services Share spreadsheets via zero-footprint browser experience Live, interactive Excel 12 spreadsheets in SharePoint Only publish what you want, control versions Use Excel models in custom applications via programmatic access Dashboards & Web components Common filtering (“slicing”) across web parts KPIs, Excel workbooks, and SQL Reporting Services reports Easy to create and personalize dashboards Report Center Websites Out of the box website optimized for report access and management Consistent management of reports, spreadsheets, and data connection Supports integration with SQL Server 2005 Reporting Services Data Connection Libraries & Business Data Catalog Centralize storage of important data connections Easily discover new sources of data Update many spreadsheets, solutions with 1 central update Maintain 1 version of the truth 18 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Excel Services Overview High quality web rending Zero-footprint Interactive Browser Publish Spreadsheets View and Interact Excel 2007 Export/Snapshot into Excel Design and author BI Abilities Visualization Programmatic Access Excel 2007 Office 2007 SharePoint Servers Open snapshots Open full spreadsheet Custom applications Protect, Share & Reuse Spreadsheets Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Choose the parts you want to publish Set & get spreadsheet values Perform calculations Retrieve full workbook file 19 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Excel Services Table Formatting Pivot Tables KPIs from SQL Graphs & Charts 20 © 2002 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Availability Office 2007 Beta 2 – Available today! RTM for Volume Licensing accounts in November GA in January with the Vista product These are the latest dates as of Beta 2 availability. Obviously, these are not set in stone!

Resources SharePoint Team Blog Windows WorkFlow Foundation http://blogs.msdn.com/sharepoint/default.aspx Windows WorkFlow Foundation http://msdn.microsoft.com/winfx/technologies/workflow/default.aspx Clinic 3370: Getting Started with Microsoft® Office SharePoint® Server 2007 (Beta) https://www.microsoftelearning.com/eLearning/offerDetail.aspx?offerPriceId=99057 Clinic 5045: Inside Look at Developing with Microsoft® Windows® SharePoint® Services 3.0 https://www.microsoftelearning.com/eLearning/courseDetail.aspx?courseId=61917 Clinic 5046: Inside Look at Building and Developing Solutions with Microsoft® Office SharePoint® Server 2007 https://www.microsoftelearning.com/elearning/offerdetail.aspx?offerpriceid=100740

Web Casts TechNet Webcast: Disaster Recovery Planning for Office SharePoint Server 2007 (Level 200) TechNet Webcast: An In-Depth Look at SharePoint Server 2007 Search Technology (Level 200) TechNet Webcast: Compliance and Records Management with Office SharePoint Server 2007 (Level 200) MSDN Webcast: Extending the Web Content Management Features of Office SharePoint Server 2007 (Level 200) TechNet Webcast: Planning for and Deploying Office SharePoint Server 2007 (Part 1 of 2) (Level 200) TechNet Webcast: Planning for and Deploying Office SharePoint Server 2007 (Part 2 of 2) (Level 200) TechNet Webcast: Upgrading and Migrating to Office SharePoint Server 2007 (Level 200)