An Introduction to Microsoft Office SharePoint Server 2007 David Gristwood Application Architect Developer & Platform Group Microsoft Ltd [email protected].

An Introduction to Microsoft Office SharePoint Server 2007

David GristwoodApplication Architect Developer & Platform GroupMicrosoft [email protected]://blogs.msdn.com/David_Gristwood/

Server Platform InvestmentsOffice SharePoint Server 2007

Excel ServicesInfoPath Forms ServicesBusiness Data catalogEnterprise Search

Windows SharePoint ServicesASP.NET 2.0 integrationWorkflowContent types and meta dataAuditingFeature & solution deployment

Office SharePoint Server

Windows SharePoint ServicesWindows SharePoint Services

ASP.NETSQLASP.NETSQL

Tools for any skill level

Excel Services

Excel ServicesExcel has great calculation and charting engineCan reuse logic & business models built in ExcelBrowser based spreadsheet viewing & interactivityExcel Web Part to build dashboardsWeb Service programmatic access to Excel ServicesEliminate “multiple versions of the truth” caused by distributing copies of spreadsheetsControl access to spreadsheets for regulatory concerns or to protect proprietary informationOffload long-running calculations from desktop

Excel Services

Excel 2007Excel 2007

Design and Design and authorauthor

BrowserBrowser

High quality web rendingHigh quality web rendingZero-footprintZero-footprintInteractive: Set Interactive: Set parameters, parameters, sort, filter, exploresort, filter, explore

View and View and Interact Interact

CustomCustomapplicationsapplications

Set values, perform Set values, perform calculations, get updated values calculations, get updated values via web servicesvia web servicesRetrieve full workbook fileRetrieve full workbook file

Programmatic AccessProgrammatic Access

Open in Excel for rich Open in Excel for rich exploration and analysisexploration and analysisOpen snapshotsOpen snapshots

Excel 2007Excel 2007

Export/Snapshot into ExcelExport/Snapshot into Excel

Spreadsheets stored in doc Spreadsheets stored in doc librarieslibraries

Spreadsheet calculation and Spreadsheet calculation and rendering rendering

External data retrieval and cachingExternal data retrieval and caching

100% calculation fidelity100% calculation fidelity

SharePoint platform and Excel SharePoint platform and Excel servicesservices

Publish Publish SpreadsheetsSpreadsheets

Excel Services ArchitectureExcel Services Architecture

Limitations of Excel Services

Excel Services is NOT Excel on the ServerNo authoring

– No data entry outside of parameters, no layout changes

No VBA, no non-database data sources– many other features not supported

Does not Solve the problem of multi-user spreadsheet authoring

Excel Web ServicesOpen a spreadsheet file to start a session with Excel ServicesSet values to cells and rangesProcess the session spreadsheet

Refresh data from external sourcesCalculate spreadsheet or specific ranges

Get resultsValues from cells and rangesEntire calculated spreadsheet – live or snapshot

User Defined Functions

Extend calculation and data-import capabilitiesFunctions that are not built into Excel.Custom implementations to built-in functions.Custom data feeds for legacy or unsupported data sourcesCall Web Services

Compiled Code based on .NETFx 2.0Needs Reference to Excel Services UDF Framework

Excel Services

Excel Web Access Web PartWeb Service CallsUser Defined Functions

Business Data Catalog

Business Data Catalog•Not all data resides in SharePoint •Middleware layer that bridges gap between the

portal and business applications•Surface business data from backend applications

without coding•Supported by web parts and API

BDCBDC

MetadataStore

MetadataStore

Architecture of the Business Data Catalog

SQL Server, Oracle, OLEDB, ODBC

Web PartsWeb Parts ListsLists SearchSearch User

ProfilesUser

ProfilesCustom

AppsCustom

Apps

BizTalk, SAP, Siebel, Legacy, …

List StoreList Store IndexIndex Profile StoreProfile Store

Business Data CatalogBusiness Data Catalog

WSS ProxyWSS Proxy ADO.NETADO.NET

Web ServiceWeb Service

Development LifeCycle

Core Application Definition Elements

Metadata Model

Application Definition FilesDeclarative way of modelling a systemInitially no Microsoft designers to generate them

BDC Metadata Manager - www.bdcmetaman.com bdcmetadata.xsd Visual Studio IntelliSense

Microsoft BDC Definition EditorMOSS SDK August 2007

Application Definition Files are imported using the Shared Services Provider administration site

Business Data Web PartsWeb Part Description

Business Data ListWeb Part

Displays a list of entity instances from a business application registered in the Business Data Catalog. For example, you can use a Business Data List Web Part to display all the customers or orders from the AdventureWorksDW database.

Business Data ItemsWeb Part

Displays the details of an entity instance from a business application. For example, you can use a Business Data Items Web Part to display the details of a particular customer or order from the AdventureWorksDW database.

Business Data Related List Web Part

Displays a list of related entity instances from a business application. For example, you can use a Business Data Related List Web Part to display all the orders for a particular customer from the AdventureWorksDW database.

Business Data ActionsWeb Part

Displays a list of actions associated with an entity as defined in the Business Data Catalog. For example, you can use a Business Data Actions Web Part to display all the actions that portal users can perform on the Customer entity. Some examples of these actions are to send e-mail to a customer or edit the address of a customer.

Surfacing Data via BDC

Custom Applications Runtime Object Model

Applications for browsing the metadata repository and executing methods and filters on a line-of-business (LOB) application

BDC

BDC web partsCustom BDC web part

Search

Search Challenges

User ExperienceChallenges

Multiple search interfaces, systems, and logons; no unified search results

Data and ExpertiseChallenges

Files and e-mail on desktops; structured and unstructured data silos; untapped expertise

Enterpriseand IT Challenges

Relevance and ranking; security, privacy and compliance; scalability, manageability and extensibility

Search Server 2008Updated and rebranded version of SharePoint Server 2007 for SearchKey investment areas and new features

Simplified Installation ExperienceEnhanced Administration InterfaceNew Federation CapabilitiesPerformance and Stability Enhancements

Available in two versionsSearch Server 2008 can be installed in a distributed topology to provide greater scale and redundancySearch Server 2008 Express can only be installed in single server mode and is FREE

Index and Search Architecture

Customize UI With XSLT

Appropriate for scenarios requiring

Change results layout, look and feelPivoting using the keyword syntax

Web Part PropertyPower of XSLT

FormattingLogic Math

Content Sources

OOB content source typesSharePoint ServersWeb SitesFile SharesExchange Public FoldersBusiness Data

Additional ones can be added if appropriate protocol handler is installed

IdEnumerator MethodInstance<Method Name="EmployeeIDEnumerator"> <Properties> <Property Name="RdbCommandType" Type="System.String">Text</Property> <Property Name="RdbCommandText" Type="System.String"> Select EmployeeID from HumanResources.vEmployee</Property> </Properties> <Parameters> <Parameter Direction="Return" Name="EmployeeIDs"> <TypeDescriptor TypeName="System.Data.IDataReader, System.Data, Version=2.0.3600.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" Name="Employees" IsCollection="true"> <TypeDescriptors> <TypeDescriptor TypeName="System.Data.IDataRecord, System.Data, Version=2.0.3600.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" Name="Employee"> <TypeDescriptors> <TypeDescriptor TypeName="System.Int32" IdentifierName="EmployeeID" Name="EmployeeID" /> </TypeDescriptors>

</TypeDescriptor> </TypeDescriptors> </TypeDescriptor> </Parameter> </Parameters> <MethodInstances> <MethodInstance Name="EmployeeIDEnumeratorInstance" Type="IdEnumerator" ReturnParameterName="EmployeeIDs" /> </MethodInstances></Method>

Search

Search BDC

Workflow

• Encapsulated logic for coordinating business processes Provides abstractions to model real world processesValuable for modeling long running and stateful behavior

What are workflows?

sequential workflow state machine workflow

Windows WorkFlow FoundationSingle workflow technology for Windows

Extensible framework & toolsetBase for Microsoft products and customer solutionsTransform workflow from niche to mainstream paradigmExposed to developers via .NET 3.0

Workflows in SharePointWorkflows enforce a business process on all items in the SharePoint library or list

Windows Server 2003

Windows SharePoint Services

Site 1 Site 2 …

Web Browser

Site N

Microsoft Office Applications

SQL Server

WF Runtime Engine

Internet Information Services

Workflow Instances

List

Item A

Item B

Item C. . .

Associations

Workflow Templates

Document Library

Starting a Workflow

Starting a Workflow

Interacting with a WorkflowInteraction between a person and a running workflow is modeled using the notion of tasks.

Office Integration

Office Integration

SharePoint Workflow Designer

Visual Studio 2008

Workflow

SharePoint Activities

InfoPath

InfoPath Form Services

Electronic forms are ubiquitous, so worth solving properly

And making easy to use, track, workflow, etcInfoPath is rich client application InfoPath Forms Service offers server side generation and handling of forms

Users do not require InfoPath clientDesign Once mantra

Shared controls, business logic, object model, Design Checker designs for the targeted environment and run compatibility checks

InfoPath

More Informationhttp://www.microsoft.com/sharepointhttp://blogs.msdn.com/sharepoint/http://msdn2.microsoft.com/en-gb/office/http://msdn2.microsoft.com/en-us/office/aa905382.aspx

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