1. MSG316: Building Portals With SharePoint ™ Portal And Microsoft ® Office XP Howard Crow Program Manager SharePoint Portal Server Microsoft Corporation

2. Agenda What’s where: SPS, STS, Office XP What’s where: SPS, STS, Office XP Building Web Parts with Office XP Building Web Parts with Office XP  Save as Web part  Office XP Developer Integrating team sites (STS) and portal sites (SPS) Integrating team sites (STS) and portal sites (SPS) Additional Office XP integration Additional Office XP integration  Smart tags  Searching from Office XP  SPS document management in Office XP

3. Overview The flexible portal solution that lets you find, share and publish information easily within business units and across enterprises The flexible portal solution that lets you find, share and publish information easily within business units and across enterprises  Simplest access to business information  Integrated document management to unleash portal productivity  Easiest and most effective way to build and customize intranet portals

4. Defining Terms ProductRole SharePoint Portal Server (SPS) Corporate and business unit portals SharePoint Team Services (STS) Ad hoc team collaboration sites Office XP Desktop productivity client Office XP Developer Create solutions on top of Office XP and SPS

5. Building Web Parts Excel XP Office XP Developer

6. Save As Web Part Gives Office users power to create parts Gives Office users power to create parts Typically used against personal dashboards in SPS Typically used against personal dashboards in SPS Works from Word, Excel, PowerPoint ® Works from Word, Excel, PowerPoint ® How it works How it works  Office detects save location is a dashboard folder  Form appears for Web part properties  Document is saved with “Web part” content class into dashboard folder

7. Using Office XP Developer Enables creation of Web parts within a full IDE Enables creation of Web parts within a full IDE Use against default workspace dashboard or personal dashboards Use against default workspace dashboard or personal dashboards Gotchas Gotchas  Cannot create new dashboards inside SPS workspace from Office XP Developer  Must create personal dashboard using SPS and then connect using Office XP Developer

8. Features Create a new Digital Dashboard Create a new Digital Dashboard Create Web Parts (HTML, XML, VBS, JS) Create Web Parts (HTML, XML, VBS, JS) Create Sub Dashboards Create Sub Dashboards Setting Dashboard/Web Part properties Setting Dashboard/Web Part properties Opening Existing Dashboards Opening Existing Dashboards  SharePoint Portal Server  Personal Dashboards

9. More Features Export as XML Export as XML  Resources Import as XML Import as XML  Resources Save Copy As… Save Copy As… Preview Dashboard Preview Dashboard

10. SharePoint Team Services Sister Technologies Sister Technologies  Ships in Office XP Premium and FrontPage ® Ad hoc team collaboration Ad hoc team collaboration  Fewer than 75 people  Quick Web site, editable in FrontPage  Discussions, surveys, contacts, lists, etc.

11. Integration With STS Create a Team Create a Team  Self-Service Site Creation  SSC Tool  http://www.microsoft.com/technet/ sharepoint http://www.microsoft.com/technet/ sharepoint http://www.microsoft.com/technet/ sharepoint List Out Teams List Out Teams  Uses STS CAML Object Model  Lists Webs and sub-Webs on team server Index the Team Server Index the Team Server  STS Protocol handler in SPS Resource Kit

12. Teams Demo

13. Additional Office Integration Smart tags Smart tags Document management Document management Search Search

14. Smart Tags And SPS Smart Tags: contextual actions and information in Office documents Smart Tags: contextual actions and information in Office documents  Ex: “find a map” for addresses Smart tags module for SPS highlights category names Smart tags module for SPS highlights category names  User can jump directly to portal category  Works against all connected workspaces Availability: SPS Resource Kit Availability: SPS Resource Kit

15. Office XP Document Mgmt Work with documents on SPS servers directly from Office XP Work with documents on SPS servers directly from Office XP  Check in/out  Apply metadata, publish Scenarios Scenarios  Manage news and announcements  Add documents to portal categories  Work on documents in private and then publish to a broader audience via the portal

16. Searching SPS Search client built directly into Office XP client Search client built directly into Office XP client Search multiple locations: Exchange, file shares, local disk, SPS workspaces Search multiple locations: Exchange, file shares, local disk, SPS workspaces Directly manipulate results within the Office XP apps Directly manipulate results within the Office XP apps

17. Summary Office XP provides great support for building Web parts Office XP provides great support for building Web parts Integrate STS and SPS for a full spectrum of collaborative sites Integrate STS and SPS for a full spectrum of collaborative sites Portal services are exposed natively in the Office XP client Portal services are exposed natively in the Office XP client

18. Resources SharePoint Portal Server Web Site http://www.microsoft.com/Servers/Sharepoint/ SharePoint Portal Server Web Site http://www.microsoft.com/Servers/Sharepoint/ http://www.microsoft.com/Servers/Sharepoint/ SharePoint News Groups http://www.microsoft.com/servers/ sharepoint/newsgroup.htm SharePoint News Groups http://www.microsoft.com/servers/ sharepoint/newsgroup.htm http://www.microsoft.com/servers/ sharepoint/newsgroup.htm http://www.microsoft.com/servers/ sharepoint/newsgroup.htm Digital Dashboard Web Site http://www.microsoft.com/digitaldashboard Digital Dashboard Web Site http://www.microsoft.com/digitaldashboard http://www.microsoft.com/digitaldashboard Microsoft Training and Certification http://www.microsoft.com/trainingandservices/ default.asp Microsoft Training and Certification http://www.microsoft.com/trainingandservices/ default.asp http://www.microsoft.com/trainingandservices/ default.asp http://www.microsoft.com/trainingandservices/ default.asp

19. Resources MSDN SharePoint Portal Server 2001 as a Collaborative Solutions Platform http://msdn.microsoft.com/library/techart/tahoe.htm SharePoint Portal Server 2001 as a Collaborative Solutions Platform http://msdn.microsoft.com/library/techart/tahoe.htm http://msdn.microsoft.com/library/techart/tahoe.htm SharePoint Portal Server – Document Management and Much More http://msdn.microsoft.com/library/periodic/period00/ MSTahoe.htm SharePoint Portal Server – Document Management and Much More http://msdn.microsoft.com/library/periodic/period00/ MSTahoe.htm http://msdn.microsoft.com/library/periodic/period00/ MSTahoe.htm http://msdn.microsoft.com/library/periodic/period00/ MSTahoe.htmPartners Digital Dashboard Solution Providers http://www.microsoft.com/business/digitaldashboard /ddpartners.asp Digital Dashboard Solution Providers http://www.microsoft.com/business/digitaldashboard /ddpartners.asp http://www.microsoft.com/business/digitaldashboard /ddpartners.asp http://www.microsoft.com/business/digitaldashboard /ddpartners.asp Microsoft Direct Access http://www.microsoft.com/directaccess Microsoft Direct Access http://www.microsoft.com/directaccess http://www.microsoft.com/directaccess