Designing a District-Wide Portal & Intranet Using Microsoft Office SharePoint Server 2007 David Tappan MCSE; MCP: WSS & MOSS.

Designing a District-Wide Portal & Intranet Using Microsoft Office SharePoint Server

2007

David Tappan

MCSE; MCP: WSS & MOSS

Agenda

• Introduction• Four foundations that

make a successful MOSS intranet

• Microsoft’s school collaboration offering: SharePoint Learning Gateway

The Four Foundations

Governance

Vision

Information Architecture

User Interface

The Four Types of Intranets

Publishing Collaboration

Business Process

Business Intelligence

Collaboration Intranet

Publishing Intranet

Each Portal Type Usually A Separate Project

A point solution without an enterprise strategyAn overambitious implementation that tries to serve all users at once

Many organizations either underestimate the depth and breadth of MOSS—or overestimate what they can accomplish in one project.

First Foundation

Governance

Governance

• What is governance?• Why do you need it?

Two Worlds

MOSS Governance

Balancing Act• Empowerment versus

Control• Standards versus

Customizations• Managed versus

Adhoc

Two Tier Approach

Strategic Team

Tactical Team

Second Foundation

Vision and Requirements

Vision / Requirements Approach

Start with Stakeholders

Mission & VisionHigh Level Requirements

User Community

Use Cases

Detailed Requirements

Features / Functions

Vision

What do we hope to achieve? Evidence that goals have been met.

Mission Statement

Opportunity

Statement

Intranet becomes primary means of collaboration among

teachers, students and parents.Intranet provides timely, accurate and targeted

communication of measures of student achievement and curriculum effectiveness

Consolidated

calendars

Integrated

real-time communic

ation

Classroom and

collaboration sites

Requirements GatheringUser Community

Use Cases

Useful Requirements

User Communities

Publishing Intranet

•Consumers•Publishers•Approvers/Centralized

Collaboration Intranet

•Teams•Roles within team•Roles within a Business Process

Content Inventory

• A portal is always replacing something—find out what that is! – Cannot avoid this step—as difficult as it may

seem• Strategies to get it done

– Exclude obsolete content– Divide and conquer

Content Inventory Types

Portals

File shares

Email mailing lists

Discussion boards

Group calendars

Et cetera…

Iterate the Inventory

Deep-dive inventory• Know what you need to know• Some, but not all, of the inventory taxonomy

comes from the portal taxonomy• Customize the inventory to the type of content

High-level Inventory

•Cast a wide net for content and content contributors•Be guided by the portal type

Portal Content Inventory

File System Inventory

Third Foundation

Information Architecture

Definition of Terms

Solution Roadmap

Information Architecture

Taxonomy

Content type

Metadata

Site Map

User Interface

Navigation

Branding/Chrome

Web Parts & Controls

The Information Architecture Should Be Based on the Vision

• Different portal types leverage the taxonomy in different ways

Publishing Intranets Collaboration Intranets

Site Columns tends to be most important

Content types tend to be primary

Navigation tends to hide the site map

Navigation tends to mirror the site map

UI is highly customized UI often “out of the box”—or close to it

Metadata—Based on the Business

Content Types

An inheritable collection of settings that defines several elements of a piece of content, including:

Document Template

Metadata

Workflows

Information Management Policies

Document Information Panel

Content Type Settings

Content Types for Learning Content

Site Maps

Fourth Foundation

User Interface Design

MOSS Look & Feel—Based on ASP.NET

Page Layouts

Master Pages

Cascading Style Sheets

Relationship Between Master Pages and Page Layouts

Control Publishing Look and Feel Through Page Layouts

Aggregate and Surface Based on Content Types

Working with CSS in WSS

Conclusion

• Key Deliverables of a Vision/RA/Design/Plan Engagement– Governance Model– Vision & Requirements Documents– Taxonomy & Site Map– Graphical Prototypes– Implementation Plan

Microsoft Learning Gateway

Walk-through

Goals of the Microsoft Learning Gateway

• Helping teams work together efficiently.• Simplifying routine tasks.• Helping people connect to each other from anywhere.• Offering simple-to-use productivity tools for students and

teachers.• Integrating student information, grades and other content

securely and simply.• Enabling the delivery of students’ assessments.• Giving parents continuous feedback on student performance.• Supporting standards (including SCORM and IMS).• Providing a framework for integrating other Microsoft

components and third-party applications.

Components of the Learning Gateway

• Microsoft Office SharePoint Server 2007• Microsoft Windows SharePoint Services 3.0• Microsoft SharePoint Learning Kit• Microsoft® Office Communications Server 2007• Microsoft® Exchange Server 2007• Active Directory• Microsoft® SQL Server™ 2005• Microsoft Internet Security and Acceleration (ISA)

Server 2006

SharePoint Custom Components

• Portal site template• Site definitions• List definitions• Web parts• Web application (for calendar integration)

Learning Gateway SharePoint Architecture

Portal Site Template

Learning Objects Repository

School Site

My Planner Web Part

My Assignments Web Part

Learning Resources Web Parts

My Classes Web Part

My Children Web Part

Class Site

Collaboration Sites

My Site—for Personalized Content

Questions??

Please Complete an Evaluation

Thank You

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