Designing a District-Wide Portal & Intranet Using Microsoft Office SharePoint Server 2007 David Tappan MCSE; MCP: WSS & MOSS

Agenda Introduction Four foundations that make a successful MOSS intranet Microsoft’s school collaboration offering: SharePoint Learning Gateway

The Four Foundations Governance Vision Information Architecture User Interface

The Four Types of Intranets PublishingCollaboration Business Process Business Intelligence

Collaboration Intranet

Publishing Intranet

Each Portal Type Usually A Separate Project A point solution without an enterprise strategy An overambitious implementation that tries to serve all users at once Many organizations either underestimate the depth and breadth of MOSS—or overestimate what they can accomplish in one project.

First Foundation Governance

What is governance? Why do you need it?

Two Worlds

MOSS Governance Balancing Act Empowerment versus Control Standards versus Customizations Managed versus Adhoc

Two Tier Approach Strategic TeamTactical Team

Second Foundation Vision and Requirements

Vision / Requirements Approach Start with Stakeholders Mission & Vision High Level Requirements User CommunityUse CasesDetailed RequirementsFeatures / Functions

Vision Mission Statement Success & Failure Why we believe the Intranet project should be undertaken? What problems do we have that we need to fix? What do we hope to achieve? Evidence that goals have been met.

Mission Statement Opportunity Statement Intranet becomes primary means of collaboration among teachers, students and parents. Intranet provides timely, accurate and targeted communication of measures of student achievement and curriculum effectiveness Consolidated calendars Integrated real-time communication Classroom and collaboration sites

Requirements Gathering User CommunityUse CasesUseful Requirements

User Communities Publishing Intranet Consumers Publishers Approvers/Centralized Collaboration Intranet Teams Roles within team Roles within a Business Process

Content Inventory A portal is always replacing something— find out what that is! –Cannot avoid this step—as difficult as it may seem Strategies to get it done –Exclude obsolete content –Divide and conquer

Content Inventory Types PortalsFile shares mailing listsDiscussion boardsGroup calendarsEt cetera…

Iterate the Inventory Deep-dive inventory Know what you need to know Some, but not all, of the inventory taxonomy comes from the portal taxonomy Customize the inventory to the type of content High-level Inventory Cast a wide net for content and content contributors Be guided by the portal type

Portal Content Inventory

File System Inventory

Third Foundation Information Architecture

Definition of Terms Solution Roadmap Information Architecture Taxonomy Content type Metadata Site Map User Interface Navigation Branding/Chrome Web Parts & Controls

The Information Architecture Should Be Based on the Vision Different portal types leverage the taxonomy in different ways Publishing IntranetsCollaboration Intranets Site Columns tends to be most important Content types tend to be primary Navigation tends to hide the site map Navigation tends to mirror the site map UI is highly customizedUI often “out of the box”—or close to it

Metadata—Based on the Business

Content Types An inheritable collection of settings that defines several elements of a piece of content, including: Document TemplateMetadataWorkflows Information Management Policies Document Information Panel

Content Type Settings

Content Types for Learning Content

Site Maps

Fourth Foundation User Interface Design

MOSS Look & Feel—Based on ASP.NET Page LayoutsMaster PagesCascading Style Sheets

Relationship Between Master Pages and Page Layouts

Control Publishing Look and Feel Through Page Layouts

Aggregate and Surface Based on Content Types

Working with CSS in WSS

Conclusion Key Deliverables of a Vision/RA/Design/Plan Engagement –Governance Model –Vision & Requirements Documents –Taxonomy & Site Map –Graphical Prototypes –Implementation Plan

Microsoft Learning Gateway Walk-through

Goals of the Microsoft Learning Gateway Helping teams work together efficiently. Simplifying routine tasks. Helping people connect to each other from anywhere. Offering simple-to-use productivity tools for students and teachers. Integrating student information, grades and other content securely and simply. Enabling the delivery of students’ assessments. Giving parents continuous feedback on student performance. Supporting standards (including SCORM and IMS). Providing a framework for integrating other Microsoft components and third-party applications.

Components of the Learning Gateway Microsoft Office SharePoint Server 2007 Microsoft Windows SharePoint Services 3.0 Microsoft SharePoint Learning Kit Microsoft® Office Communications Server 2007 Microsoft® Exchange Server 2007 Active Directory Microsoft® SQL Server™ 2005 Microsoft Internet Security and Acceleration (ISA) Server 2006

SharePoint Custom Components Portal site template Site definitions List definitions Web parts Web application (for calendar integration)

Learning Gateway SharePoint Architecture

Portal Site Template

Learning Objects Repository

School Site

My Planner Web Part

My Assignments Web Part

Learning Resources Web Parts

My Classes Web Part

My Children Web Part

Class Site

Collaboration Sites

My Site—for Personalized Content

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