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SharePoint for Extranets

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Presentation on theme: "SharePoint for Extranets"— Presentation transcript:

1 SharePoint for Extranets

2 Extranet Solutions with SharePoint 2010 for Internet Sites
4/21/2017 2:20 PM Extranet Solutions with SharePoint 2010 for Internet Sites Extending Business Boundaries Hilde Rietveld & Davide Colombo Digital Marketing Team Microsoft Corporation © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3 Overview Defining Extranets Setting the Context Evidence
SharePoint Capabilities Architecture

4 Extranets B2B Private Web Secure Network Authenticated Users Search
Community Experts Customers Franchise Management Sites Partner Portal Secure Network Employees Financial Management Sites for Banking Customers Extranets Vertical Portals Dealer Network Information B2C Features and functions that are Intranet-like Private Web Isolation from anonymous internet users Product Support Sites Search B2B Services and information for targeted audiences Partners Horizontal Portals Authenticated Users Vendors

5 Extranets Defined Extranets are Websites that connect organizations to employees, partners, vendors, and customers—providing a secure, engaging and personalized interaction with people, information, applications and business processes.

6 Business Extranets Extranet
Connecting your business communities for success Cost Reduction Extranet Competitive Advantage Business Growth Customers Partners Employees Internet Intranet

7 Business Challenges – Extranet Benefits
Extranets – Achieving your business goals Competitive Advantage Cost Reduction Business Growth Challenge Challenge Challenge Limited insights into partner initiatives Team Collaboration across locations and time zones Limited accessibility to partner resources Inefficient partner\vendor workflow processes Support costs for customer service teams Attracting diverse remote mobile employee talent pool Limited customer insights to future marketing initiatives Time to marketing latency 24/7 customer access to personalized offerings Benefits Benefits Benefits Real-time sharing of business intelligence Anytime partner site collaboration strategies Segregate and protect sensitive shared business resources Enabled workflow processing for streamlined interactions Customer self-service opportunities Comprehensive access to shared resources and LOB applications Trusted customer feedback on goods and services offerings Centralized content publishing access Mobile customer access to targeted services

8 Extranet Stakeholder Goals
What are the benefits for extranet stakeholders? Technical Managers Content management Search capabilities Infrastructure Security Executive Leadership Information Workers Business growth New strategic opportunities Legal requirement compliance Operational cost reductions Knowledgebase availability Flexible customer support Familiar interface tools Dynamic application access Extranet Stakeholder Goals

9 Evidence

10 SharePoint Leads for Portals
Gartner Magic Quadrant for Horizontal Portals, 2010 Magic Quadrant Disclaimer The Magic Quadrant is copyrighted September 10, 2010 by Gartner, Inc. and is reused with permission. The Magic Quadrant is a graphical representation of a marketplace at and for a specific time period. It depicts Gartner's analysis of how certain vendors measure against criteria for that marketplace, as defined by Gartner. Gartner does not endorse any vendor, product or service depicted in the Magic Quadrant, and does not advise technology users to select only those vendors placed in the "Leaders" quadrant. The Magic Quadrant is intended solely as a research tool, and is not meant to be a specific guide to action. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

11 RE/MAX wanted to minimize operating costs and improve franchisee resources by updating its custom-built, externally hosted affiliate extranet. Using SharePoint to redesign and administer the extranet, RE/MAX expects to save 75 percent annually in maintenance and administration costs, and improve communications and strengthen connection with brokers and agents.

12 Cadence is using SharePoint to significantly improved its ability to expand target marketing, enabling users to access and participate in blogs and forums, or access community content within the products and solutions pages.

13 SchoolNet wanted to provide a social networking environment where educators could share, review, and discuss the wealth of high-quality information, resources, and practices available. SchoolNet used SharePoint to build, manage, and publish a Web portal that focuses on empowering student achievement. SchoolNet leveraged key social networking features like blogs and wikis, but also leveraged SharePoint to manage dynamic user-generated content through workflows.

14 Forest City Enterprises, a major real estate developer, needed a way to collaborate with advertising, public relations agencies, new and other media vendors around the country. With SharePoint, they created an extranet for their digital media library contributing to more successful marketing support by giving broader—and speedier—access to visual resources from which to make selections.

15 Gafcon wanted to improve accessibility to information to streamline business processes and serve its clients more efficiently. Using SharePoint, Gafcon implemented intranet, extranet, and industry-specific business solutions that provide employees and clients with real-time access to information from any location.

16 Akin Gump wanted to improve organizational control of its IT assets, along with the business processes and the technology solutions that supported them. Akin Gump embraced an integrated environment made up of Microsoft products and a Microsoft Enterprise CAL Suite agreement, saving US$60,000 in licensing costs alone. The firm’s new SharePoint solution will help attorneys and staff better serve and support the firm’s clients.

17 Microsoft has over 30,000 sales professionals around the globe that need to be connected to each other, and trained on the latest technical product information and sales data and methodology. Academy Mobile empowers sales representatives to share and consume their sales and technology expertise using short multimedia podcasts

18 Extranet Requirements
Integration Communities Mobile Access Performance Branding Authentication Content Management Security Collaboration Search LOB Connectivity Business Intelligence New Service Applications Customer Experience Self Service Portals

19 Why SharePoint 2010? What are the value adds in extranet deployments?
Collaboration Content Management Search Business Intelligence LOB Application Connectivity Security

20 Partner and Customer Collaboration
Sharing information across business boundaries Partner team announcements Partner / Vendor discussion boards Shared business document storage Internal / External links to shared resources

21 Editor User Experience
SharePoint’s contextual ribbon Familiar Office experience Cross-browser support, WCAG conformance Distinguish your brand online with a wide array of easy to use tools and out-of-the-box Web Parts to easily add content to Internet, intranet or extranet sites using point-and-click functionality. A comprehensive set of additional Web Parts are available for a range of applications from key performance indicators to delivering rich interactive experiences with Silverlight.

22 Web editor user experience (11 hours in 5 minutes video)

23 Digital Asset Library

24 Enhanced Search Experience
Finding the right resources and people - FAST Connecting partners and customers to resources and expertise Content navigators with exact counts Document thumbnails Document previews

25 Deliver results that are contextually relevant
Role-specific relevance Targeted Best Bets / Visual Best Bets Business driven refinement ”What should I know about selling ERP?” - Alan Brewer, Sales Lead ”What should I know about implementing ERP?” - Renee Lo, Consultant

26 Enhanced Search Experience
Adding locations with Bing Maps Results shown on Bing Maps

27 One-stop Account Servicing
(Prototype only) One-stop Account Servicing Targeted Promotions Interactive Customer Support Federated Off-site Content Dynamic Navigation Social Content Rankings

28 Extranet Mobility Anywhere mobile read-write access
Navigate doc libraries and LOB data Interact with Office content Search people and expertise

29 LOB Application Connectivity
Sharing information across business applications Connect partners and customers to information from multiple applications across your enterprise

30 Need picture of Customer Self Service
Customer/Partner Self Service SharePoint Workspace with InfoPath Forms Artist Tracker > Artists Artists Contracts Artist Name Address City State Artist Mandible Artist Name: Agent: Andrew Datars Quartet Stuck in the Mud Tastes like chicken Deathrattle Jay Hamlin Trio Down on the Bayou Concourse My Artists Outlook Forms and Task panes SharePoint lists Search results Office Apps

31 Benefits Beyond the Extranet
Engage partners customers and employees across one platform Customers Partners Employees Internet Extranet Intranet

32 Extranet Topics

33 Extranet Audiences Organization B Organization A Community
2 Organization B Partners and vendors Organization A Remote employees, affiliates, business units 3 1 Community Individual Experts Your Extranet Organization A The Best People, ideas systems & information Public Customers 4

34 Unified platform for all Scenarios: INTRANET, EXTRANET and INTERNET
Employee Anonymous Customer/Partners INTERNET INTRANET

35 Extranet Best Practices
Get started with the extranet topologies for SharePoint 2010 models Get started with the extranet topologies for SharePoint 2010 models Leverage multiple authentication mechanisms Define your extranet information architecture and logical architecture Take advantage of a reverse proxy server Use the Business Connectivity Services (BCS) and Form Services for access back-end data sources

36 Internet Internet Perimeter Corporate Network Anonymous SP2010
Employee with content editing/management role SP2010 WFE SQL Cluster AD

37 Intranet Internet Perimeter Corporate Network SP2010 WFE intranet
Employee Employee connected outside corporate network SP2010 WFE intranet SQL Cluster SP2010 applic. server AD

38 External users Customer/partners
EXTRANET (scenario A) Internet Perimeter Corporate Network Authenticated External users Customer/partners Employee SP2010 WFE intranet SQL Cluster SP2010 applic. server AD

39 External users Customer/partners
EXTRANET (scenario B) Internet Perimeter Corporate Network Employee Authenticated External users Customer/partners SP2010 WFE SQL Cluster SP2010 WFE intranet SQL Cluster SP2010 applic. server Content Publish AD AD

40 http://www. microsoft. com/download/en/details. aspx

41 Extranet Best Practices
Get started with the extranet topologies for SharePoint 2010 models Leverage multiple authentication mechanisms Define your extranet information architecture and logical architecture Take advantage of a reverse proxy server Use the Business Connectivity Services (BCS) and Form Services for access back-end data sources

42 Easily Authenticate Users
Vendors, Customers Partners Employees Extranet/Internet Zone Claims Based Authentication FBA claims Windows claims Claims based-mixed/multi mode authentication The new claims based authentication model that is available in SharePoint 2010 that will help SharePoint administrators combine authentication types to improve end user experience. You may wish to create and maintain different channels for access by your extranet user groups. The combination of Multimode and Mixed Mode deployments help you to design the right access for your users.

43 Multiple Authentication Mechanisms
A diverse user base Companies (B2B) Partners Vendors Customers Compliance and governing bodies Individual partners Agents Community members Internal employees Remote employees

44 Multiple Authentication Mechanisms
Claims-based authentication types User type Provider and authentication type Internal employees AD LDAP store with FBA SAML token remote employees Partner companies (B2B) Trusted partner identity provider with SAML token (e.g. ADFS 2.0) Dedicated AD or OU Individual partners (Agents or community members) Windows Live ID with SAML token SQL database with FBA

45 Authentication Sample
USER Request Login Username & Password ASP.NET SQLMemberShipProvider SQL Authentication DB Users Pwd Role OK Authenticated : UserID & Roles Authorization Administrator Administrators User B External Sales User C External Vendor External Vendor Sharepoint Groups Userdemo Userdemo Web Application Administrators External Salse SP External Vendor SP Esternal Vendor SP

46 Targeted Experiences User B, an external sales resource, signs in User A, an internal marketing resource, signs in User C, an external vendor resource, signs in Based on permissions, certain information is available to User A Based on permissions, user B is presented with a different set of targeted content Based on permissions, user C is presented with yet another set of content Access to ALL content In this age of user generated content and increased participation, employees, partners, vendors, and customers are all active stakeholders of your product or service. Companies are looking for interactive channels that allow them to collaborate with each of these audiences. The more your organization can adapt, the more likely you are to profit from these changes. SharePoint can help.

47 Extranet User Provisioning
Lots of options… May require IT involvement Surprisingly the most widely used Manual offline registration Managed by business users SharePoint InfoPath forms and approval workflows Either FIM, custom developed or an ISV solution Self online registration Integration to HR or other ERP applications via FIM Auto generated via a backend application or federation

48 Extranet Best Practices
Get started with the extranet topologies for SharePoint 2010 models Leverage multiple authentication mechanisms Define your extranet information architecture and logical architecture Take advantage of a reverse proxy server Use the Business Connectivity Services (BCS) and Form Services for access back-end data sources

49 Automotive Extranet Extranet built by BrightConsult, part of Incadea Group. The solution covers the needs of managing relationships of a car producer (importer) with dealers, suppliers, etc. This is implemented at BMW Group Russland, Porsche Group Russland, and going live with KIA Motors Russia soon.

50 Automotive Extranet

51 2010 2007 SharePoint Service Apps in SharePoint SharePoint Server
Shared Service Provider Search Excel Calc Service Business Data Catalog User Profile Service Search Excel Calc Service Business Data Catalog User Profiles Windows SharePoint Services Content Config Workflow Content Config Workflow

52 SharePoint 2010 Service Apps in SharePoint SharePoint Server
SharePoint Service Applications Shared Service Provider Search Excel Calc Service User Profiles Business Data Catalog SharePoint Foundation Windows SharePoint Services Config Content Workflow

53 Microsoft SharePoint Conference 2009
4/21/2017 SharePoint 2010 Service Apps in SharePoint SharePoint Server SharePoint Service Applications Search Word Service PowerPoint Broadcast Service PerformancePoint Visio Service Access Service Web Analytics Managed Metadata 3rd party services… Excel Calc Service User Profiles Business Connectivity Service SharePoint Foundation Sandboxed Code Service Usage & Health Logging Config Content Workflow © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

54 Extranet Logical and Services Architecture
The big picture…

55 4/21/2017 2:20 PM Extranet Search Extranet users increasingly use search directly from homepage SharePoint is a great platform with integrated extranet and search Tunable relevancy Extreme scale Visual best bets Similar results Refiner exact counts © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

56 Search Architecture FAST Search for SharePoint medium search topology
Add FAST servers to perform: Process content and build index partitions. Process search queries.

57 Extranet Best Practices
Get started with the extranet topologies for SharePoint 2010 models Leverage multiple authentication mechanisms Define your extranet information architecture and logical architecture Take advantage of a reverse proxy server Use the Business Connectivity Services (BCS) and Form Services for access back-end data sources

58 Data Center / Corporate Network Employees Managed Machines
How It Works Data Center / Corporate Network Exchange CRM SharePoint IIS based IBM, SAP, Oracle Mobile Home / Kiosk HTTPS / HTTP Layer3 VPN TS/ RDS Citrix Internet HTTPS (443) DirectAccess Non web Business Partners AD, ADFS, RADIUS, LDAP…. NPS, ILM Employees Managed Machines

59 Rights Management Services
How RMS Works in it’s Simplest Form Persistent + Encryption Policy Access Permissions Use Right Permissions

60 How Does Office SharePoint Server 2010 IRM Work?
A document is uploaded by an author to a protected library. If the document was protected by MOSS before, the document protection is automatically remover. The unprotected document is stored in the MOSS database A second user attempts to open the document from the SharePoint site. MOSS checks permissions of the user in the library, and if appropriate it gathers the document from the database. MOSS acquires a publishing license from the AD RMS server and protects the document to the user, granting him or her rights that match the documents the user has on the library documents. The protected document is delivered to the user. When the user tries to open the document, the application requests rights from the AD RMS server and is able to open the document with the appropriate rights enforced. If the user sends the document to a third user, that user will not be able to open the document.

61 Extranet Best Practices
Get started with the extranet topologies for SharePoint 2010 models Leverage multiple authentication mechanisms Define your extranet information architecture and logical architecture Take advantage of a reverse proxy server Use the Business Connectivity Services (BCS) and Form Services for access back-end data sources

62 Legacy Information Unlocked
Customers Partners Remote Employees External SharePoint users (different languages, locations, needs) The Internet Firewall powered by Unified Access Gateway (UAG), which includes the Threat Management Gateway (TMG) Surfaced in a secure, compelling user experience SharePoint Extranet Microsoft Forefront Security for SharePoint Easily access legacy systems and content (e.g. connect to CRM to distribute sales leads centrally manage sales opportunities) CRM ERP LoB Siebel SAP Oracle Web 2.0 Connecting users with the enterprise data they need to do their job – without having to leave the applications that they use today is what SharePoint and BCS is all about. With BCS, you have the capability to connect SharePoint and Office applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.

63 Business Connectivity Services SharePoint 2010
BCS Allo to define an External Content Type (ECT), for integrate “external data” coming from Database or LOB application in SharePoint and Office client <LobSystems> <LobSystem Name=“HelloWorld" Type="DotNetAssembly"> <LobSystemInstances> <LobSystemInstance Name="HelloWorldInstance1"/> </LobSystemInstances> Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint *formerly known as BDC Entity Office Clients (Rich) BCS runtime External System (Web Service, DB, .Net object, LOB system, Web 2.0 service, etc.) External Content Type (ECT) BCS runtime Other DB

64 Infopath connected with external data
External System (Table on DB or Web Services) External Content Type (ECT) BCS runtime External LIST INFOPATH FORM BROWSER

65 SharePoint Server 2010 for Internet Sites
Product Details Product Details Product Details The ideal solution for small to medium-sized businesses to reach their customers on the internet with easy-to-use Web Content Management and compliance for single domains*. The ideal solution for enterprise customers with multiple domains, across many geographies who want to provide high availability to their site visitors combined with a powerful search experience. FAST provides the platform for driving high-volume commerce and content experiences uniquely personalized to the individual. For highly tailored search solutions or highly personalized experiences for ‘top tier’ websites, FAST Search for Internet Sites provides the industry leading solution. Features Features SharePoint Standard CAL Features SharePoint Standard CAL Features + Enterprise CAL Features Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for authenticated users) Search InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio Services Rights for FAST Search for SharePoint (for use outside the firewall)*** Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for authenticated users) Search Features FAST ESP 5.3 FAST Search Designer Interaction Management Services (IMS) Content Transformation Services (CTS) Languages (all) Connectors (all) Licensing Single Domain License for Internet or Extranet Use A license is required for every server (WFE, SSA, Index) providing standard capabilities Step-up SKU to Enterprise is available to customers with active SA** Licensing Multiple Domain License for Internet or Extranet Use A license is required for every server (WFE, SSA, Index) providing enterprise capabilities Customers will require a completely new license of FIS Enterprise if a customer only purchased the license to FIS Standard

66 Office 365 – A New Option! Licensing simplification Cost savings
How to host an Extranet Site? Licensing simplification Cost savings invite to external users– Business ID Existing customers can use existing Business ID Only meant for simple Extranet scenarios

67 SharePoint for your Extranet?
Organizations extending web strategy investments

68 Resources - Extranet Resource Center for Sharepoint – downloadable planning book – farm topology - authentication info - UAG info Good article on Sharepoint and RMS – Technet article on RMS and Sharepoint - Topology diagrams

69 Questions

70 4/21/2017 ©2009 Microsoft, Microsoft Dynamics, the Office logo, and Your potential. Our passion. are trademarks of the Microsoft group of companies. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.


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