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SHAREPOINT 2013 FOUNDATION Delivering the Plexus Customer Portal Globally Tim Reuning – IT Customer Facing Solution Manager.

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Presentation on theme: "SHAREPOINT 2013 FOUNDATION Delivering the Plexus Customer Portal Globally Tim Reuning – IT Customer Facing Solution Manager."— Presentation transcript:

1 SHAREPOINT 2013 FOUNDATION Delivering the Plexus Customer Portal Globally Tim Reuning – IT Customer Facing Solution Manager

2 AGENDA  Who is Plexus?  What problem were we trying to solve?  What were the solution requirements?  High level approach  Lessons Learned  OK, Now show me what it looks like! 2

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4 PLEXUS GLOBAL LOCATIONS

5 THE PROBLEM(S)  Multiple access methods for customers to retrieve reports and collaborate with us (Not the image we want to present to our customers)  Technology platforms to support those access methods were legacy environments and a security risk to Plexus  No governance to clean up old user accounts or content  Provisioning time to deliver one or more legacy access methods was not lean – taking anywhere from 1-3 weeks 5

6 REQUIREMENTS  One place for our customers to run reports, access their document repository and collaborate  Must use SharePoint 2013 Foundation  Kerberos authentication end to end – so we know what customer is running what report  This required us to use Citrix XenApp as our “gateway” into our SharePoint portal  Because Citrix provided external users access to our network, we needed to secure only those resources they needed, and not allow access to things they shouldn’t  Must integrate SSRS with SP2013 and secure reports not only to the customer company, but also down to the specific user in the company 6

7 HIGH LEVEL APPROACH  Created a single site to store the reports, but had 4 libraries  Standard report library (everyone has access to content here)  Enhanced report library (only some customers need these)  Custom report library (custom built reports are stored here)  Admin content library  Each customer has its own individual site  Created custom code to present the list of appropriate reports based on AD credentials and library 7

8 LESSONS LEARNED  End product very intuitive and easy to use  Security evaluation and deployment due to Citrix caused delays  Multiple library model for displaying content exactly what we needed. Works very well  Legacy reports couldn’t be deleted due to data retention requirements  Access to legacy open issues list (OIL) in SP 2007 through a 2013 web part is functional but detracts from the cleaner SP2013 “look and feel” 8

9 SHOW US WHAT IT LOOKS LIKE, ALREADY! 9

10 EXAMPLES

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