1. SharePoint Futures Tony Knors Partner Technology & Solutions Advisor Dirk Fierens IW Specialist Enterprise and Partners Group Microsoft BeLux

2. Session Goals /Agenda Introduction Demonstrations and conceptual details Collaboration Web content management Forms capabilities Conclusion and next steps Not a complete coverage of capabilities! Beta1: things can still change…

3. Technology Convergence 2003 2001 2006 SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services “v3” Office 2007 SharePoint Servers Portal, Web Content Management, and More

4. Office SharePoint Server 2007 : Key Investments Better empowerment, TCO and developer productivity Next generation e-mail, project management, workflow, blog and wiki support Collaboration BusinessIntelligence Portal Enhanced SharePoint Portal aggregation and personalization Great relevance with rich people and business data search Server-based forms and workflow with smart client and browser interfaces Server-based spreadsheets plus BI portals built on SQL Server Analysis Services Integrated document, records and Web content management Business Processes Unified ASP.NET 2.0 workspace foundation for scalability and extensibility Search ContentManagement WindowsSharePointServices

5. Collaboration

6. Some concepts explained Basic collaboration and platform improvements Some details on Content types Event enhancements Workflow capabilities

7. Collaboration Core improvements Tracking and project management Document library improvements Anywhere access Outlook integration Keeping informed with Alerts and RSS Mobility Community and Communication Wikis & Blogs Email and Discussions People and Groups

8. Outlook Integration Outlook allows user to work with personal and team data in one place Read/Write access to SharePoint datatypes Calendar, tasks, contacts, discussions, and documents Synchronization for offline support Users can ‘check out and edit’ documents when offline. Roll-up views of calendars and tasks across sites Improved calendar SharePoint’s calendar module with richer calendar views, recurrence support, all-day events, and more

9. Platform Enhancements Recycle Bin Per-item permissions Folders in all list types Custom properties on folders Consume data outside its container Cross web lookup fields Cross web list views Announcements list from the root on every homepage in the site Extensible file-format support Framework to support properties from 3 rd party file formats

10. Document Library Improvements Check-out documents locally Offline document libraries in Outlook Major/Minor version tracking Different security for minor vs. major versions Different content returned based on rights Checked Out version Draft/Minor version Published/Major version List item versioning Version history page shows metadata changes Version limiting Limit the number of versions to retain Multiple content type support Tree view support

11. Version History UI

12. Content Types Overview Reusable definition of an item type What’s in a content type? Schema Definition (Collection of fields) Some fields shared between types, some unique Document template Available workflows Policy settings 3 rd party behaviors Examples Trip Report Expense Report PDC Presentation

13. Content Types End User Experience “New button” is now a dropdown Heterogeneous types in a view Input, display forms, and verbs change per-type

14. Content Types Hierarchy Allows individual customization of an organization's types “My Company” definition of a type vs. “My Team” definition Microsoft Expense Report Microsoft Review Form Microsoft Wide ITPro Presentation Base Document Office Team ITPro Presentation Office Team ITPro Presentation

15. Content Types Managing Content Types Types of changes to a Site Content Type Add/remove fields Update document template Change policy Push down changes Changes are optionally applied to existing lists or other types which inherit from it Granular – Individual changes can be pushed down Why optionally push down changes? Allow consumers of the type to make their own customizations Admin can “Seal” a content type to prevent consumers from making changes

16. Column Templates Reusable column definitions Defined at the Web level Use in multiple lists or by multiple Content Types Update in one place

17. Content Types Extensible Behaviors Package features and behaviors with content types instead of lists How we use it “Web Page” type with scheduling and a complex approval process “XML Document” type with ties to rich XML data extraction “Discussion Thread” with custom forms and user experience Type can be used anywhere in the site No dedicated place where content must live to benefit from a new feature

18. Content Types Extensible Behaviors Full OM Support Define in code or in front end XML files Deployed with “features” framework Customizable new/edit/display forms Auto-generated based on schema Define a different ASCX form template Define completely different ASPX forms Workflows by type Custom Settings UI Generic XML storage Used to store solution data Events anchored by type

19. Event Framework Events are key framework to plugging in new functionality More complete list of asynchronous events Schema changed, Site deleted, etc. Supported on regular lists as well as document libraries Multiple handlers on a list New synchronous “before” events! Before update, delete, etc.

20. Custom Field Types Developer Scenario Create a new type with custom input and rendering ASP.NET controls for edit, display, new form Define complex server side data validation Examples Ratings Address External data lookup

21. Field customization UI { Auto-generated field property input form based on field PropertySchema

22. Workflow Scenario Spectrum Participants: people, roles Flow style: flexible, dynamic Data: unstructured, documents Participants: apps, services Flow style: prescriptive, protocols Data: structured, transactional Information Worker Document Review… Information Worker Document Review… System Workflow Human Workflow Windows Workflow Foundation Business to Business Supply Chain Mgmt… Business to Business Supply Chain Mgmt… Line of Business Apps Quote to Cash, Sales Automation… Line of Business Apps Quote to Cash, Sales Automation… CRM ERP IT Management New H ire Provisioning, Trouble Ticket,… IT Management New H ire Provisioning, Trouble Ticket,….NET Developer Pageflow, Service Coordination….NET Developer Pageflow, Service Coordination…

23. Office Workflow Vision Facilitate human processes by attaching business logic to items and documents in Windows SharePoint Services, while providing context and tracking progress Empower information workers using Office Server with out-of-the-box solutions and self-service tools to support a broad range of routing & tracking scenarios without IT involvement Empower organizations to build a broad range of sophisticated workflow solutions that take advantage of the full functionality of the Windows Workflow Foundation (WWF) platform and integrate into the SharePoint and Office experiences

24. Out-of-the-Box Solutions (with customization) Routing & Approval Review Approval Signature collection East Asian workflow Structured Ad Hoc Office Server Features List Moderation Publishing Process Document Expiration Tracking Applications Issue tracking SharePoint Designer Workflow Custom Form Actions Email Notification Exception Handling Document Processes Spec Review Weekly Status Report Custom Tracking Apps Service Requests Asset Tracking Visual Studio & Workflow SDK LOB Integration Industry specific processes Purchase orders Product lifecycle mgmt Authoring Scenario Pyramid

25. Office Workflow Ecosystem WSS Infrastructure WWFWeb Service Outlook Browser UI Administration Reporting/Status Initiation Parameter setting Ad-hoc Customization (Forward/Delegate) Task Notification and Completion Task Notification Task Completion Initiation and parameter setting Ad-hoc Customization (Forward/Delegate) Task Completion Authoring Apps SharePoint Designer Wizard-based authoring Forms integration Application deployment Source List Task List Access Initiation and parameter setting Task Completion Reporting

26. Workflow Initiation in a document library And in the apps…

28. Workflow tasks in Outlook

29. Notification within Office Applications And in e-mail… 1. Definition of Confidential Informaion and Exclusions (a)“Confidential Information” means nonpublic information that a party to this agreement (“Disclosing Party”) designates as being confidential to the party that receives such information (“Receiving Party”) or which, under the circumstances surrounding disclosure ought to be treated as confidential by the Receiving Party. “Confidential Information” includes, without limitation, information in tangible or intangible form relating to and/or including released or unreleased Disclosing Party software or hardware products, the marketing or promotion of any Disclosing Party product, Disclosing Party’s business policies or practices, and information received from others that Disclosing Party is obligated to treat as confidential. Except as otherwise indicated in this Agreement, the term “Disclosing Party” also includes all Affiliates of the Disclosing Party and, except as otherwise indicated, the term “Receiving Party” also includes all Affiliates of the Receiving Party. An “Affiliate” means any person, partnership, joint venture, corportation or other form of enterprise, domestic or foreign, including but not limited to subsidiaries, that directly or indirectly, control, are controlled by, or are under common control with a party. I understand that Microsoft Corporation (“Microsoft”) will be disclosing confidential and proprietary information (“Confidential Information”) to me during the Web Professional Focus Groups on ____________, 2002. Such Confidential Information may include, but is not limited to information relating to the development, marketing, or distribution of released or unreleased versions of Microsoft products and any other information which is designated as confidential by Microsoft. With respect to the Confidential Information, I agree that: (i)in the event I or my company have executed a Microsoft Corporation Non-Disclosure Agreement, I will treat the Confidential Information as confidential in accordance with the terms and conditions of such agreement; or

30. “This” workflow in WSS “My” workflows in Outlook

32. Workflow gallery Customization for Routing

33. eApproval with a custom form

34. Approval within CMS page view Approval within web editor

35. Project task integration with workflow state

36. Graphical reporting in Visio

37. SharePoint Designer to create Workflow

38. Code Beside C# Files Messaging activities (i.e. WSS event) Building blocks: activities & tasks Schedule specific business logic Property Browser Integration Workflow Designer in VS.NET

39. Web content management integration

40. Some concepts explained Web content Architecture Enterprise content management

41. Portals are a collection of Webs The Webs are arranged in a hierarchy Hierarchy controls navigation and security SPSv2 Area, CMS02 Channel are now all based on the WSS Webs construct for containership Each Web has a document library for pages Portal Data Model = Page library (Doc library)

42. Master Page + Page Layout = Branding Master page defines how navigation is rendered Page layout ASPX defines how page content is rendered Together they render the full page 1-3 Master pages, 10-25 Page Layouts to 10 of thousands of pages

43. Page Layout + Page Content = Page Page execution: Page URL requested Page layout executed in content of page Content server controls bind to page fields Rendered page returned Inherited from WSS: Versioning, Check-in/Check- out Content types Access control Workflow

44. Portal Navigation Dynamic navigation based on site hierarchy Includes webs, pages and authored links Navigation links trimmed based on security, workflow state and publishing schedule

45. Portal Navigation And ASP.NET Based on the ASP.NET 2.0 navigation model Works with standard ASP.NET 2.0 navigation controls Out-of-the-box Portal Hierarchy navigation provider High performance: provider support runtime object caching

46. ECM Conceptual View SQL Storage Browser3 rd Party AppsMS Office User Interface ECM Components Forms Management Web Content Management Records Management Document Management Workflow Search Metadata Security Policies IRM Library Svcs Collab Uniform Services Unified Storage Storage APIs SQL Database

47. Document / Content Lifecycle Ready to publish, sign off & approve Create Edit / Review Archive Publish

48. Information Policy Features Out of the box features and extensibility Expiration: allows custom time periods and actions. An expiration action can kick off a workflow Auditing: Our audit log is designed to be extended. Our reporting features treat “add-on audits” as first class citizens Labels/Barcodes: You can create your own schema, numbers, text, or pictures to be attached to any item in our repository. These are typical SharePoint fields and are indexed for search You can build your own or replace any of these Examples of new policy features you can build De-duplication Digital signature-based document integrity Document “Hygiene” Convert to Fixed Format

49. Centrally Administered Policy Templates Customize policies by content type Selectively track, audit and expire content Automatically initiate policy-driven workflows

50. Records Management Repository Organize, Maintain, & Dispose Records Manager Search, Hold, & Triage Lawyers & Paralegals Exchange Send To SharePoint Documents Mail Knowledge Worker Desktop Items “Ship” To Nondigital records Records Custodian 3 rd -party imaging Records Repository Policy Enforcement “Vault” Behaviors SMTP & SOAP OFI Windows SharePoint Services Hold

51. Audit Reports

53. Forms server capabilities

54. Some concepts explained Forms server Excel Services

55. Reach more users with better forms Automate data-driven business processes Rapidly develop and deploy form solutions Microsoft Office 2007 InfoPath Forms Solutions Smart Client and Browser WSS, SQL, ERP, CRM…

56. InfoPath Forms Development Rapid, declarative form design environment Form migration framework and import from Word/Excel Template Parts for re-use Logic Inspector for debugging Design-once and compatibility checker New Managed Code Object Model Options for authoring code behind the form Visual Studio Tools for Office Visual Studio Tools for Applications Hosting options As activex/WinForm control in a client app As aspx control in an asp.net page

57. Browser-enabled forms Forms designed as browser-compatible Forms deployed to an Office 2007 Server with Form Services Cross-browser and cross-platform support InfoPath client Browsers: IE 6+, Safari, Netscape, Firefox Windows, Mac, Linux, Unix Mobile devices (HTML-compatible browsers)

58. WSS WSS Publishing & Filling Out a Form RenderingValidationCalculationsRulesEditing Download XSN, XML Publish XSN Download script and data array Office 2007 Server XSN ASPX XSN, XML Form code XSN, XML Form code InfoPath Form Services Return updated data array Generate InfoPath Client Send changes back InfoPath Designer Take offline as needed Browser RenderingValidationCalculationsRulesEditing (using script)

59. Excel Services New Office 2007 functionality built on SharePoint Server platform that provides: Server-side Excel spreadsheet calculation Browser based spreadsheet viewing & interactivity Web service access to spreadsheet calculation

60. Excel 2007 Browser 100% thin View and Interact Custom applications Web Services Access Excel 2007 client Open Spreadsheet/Snapshot Author & Publish Spreadsheets Excel Services

61. Web front end Excel web access Excel web services ECS Proxy “Excel Services” Architecture Web front-end SharePoint UI HTML rendering + web services Application server Loads spreadsheets, refreshes data, calculates Maintains state for interactivity File + query caches for performance The Office servers provide: Solution platform Store: spreadsheets, data connection files, admin settings Security: Authentication, Authorization Single box or multi-tier Independent scale-out Excel calculation service ECS interface Application Server External data sources Flexible Topology Independent Scale-Out Application Server Web front end

62. Confidential – Microsoft Corporation 10+ out-of-the- box filter parts Display specific spreadsheet ranges or charts Unified filtering across all parts on the dashboard Server-based Spreadsheets Incorporate spreadsheet components in BI dashboards

63. Confidential – Microsoft Corporation Out-of-the-box template Personalized and targeted content delivery Server-based Spreadsheets Build on SharePoint content management features Search for reports, spreadsheets and dashboards

64. Conclusion and next steps SharePoint ~ platform Beta 2 in May (broad availability) RTM Q4 2006 Collaboration BusinessIntelligence Portal Business Processes Search ContentManagement WindowsSharePointServices