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

SharePoint FuturesSharePoint Futures

Tony KnorsTony KnorsPartner Technology & Solutions AdvisorPartner Technology & Solutions Advisor

Dirk FierensDirk FierensIW Specialist Enterprise and Partners GroupIW Specialist Enterprise and Partners Group

Microsoft BeLuxMicrosoft BeLux

Session Goals /AgendaSession Goals /Agenda

IntroductionDemonstrations and conceptual details

CollaborationWeb content managementForms capabilities

Conclusion and next steps

Not a complete coverage of capabilities!Beta1: things can still change…

Technology ConvergenceTechnology Convergence

20032003

20012001

20062006

SharePoint Portal Server 2001SharePoint Portal Server 2001SharePoint Team Services “v1”SharePoint Team Services “v1”

Content Management Content Management Server 2002Server 2002

SharePoint Portal Server 2003SharePoint Portal Server 2003

Windows SharePoint Services “v2”Windows SharePoint Services “v2”

Windows SharePoint Services “v3”Windows SharePoint Services “v3”

Office 2007 SharePoint ServersOffice 2007 SharePoint ServersPortal, Web Content Management, and MorePortal, Web Content Management, and More

Office SharePoint Server 2007 : Office SharePoint Server 2007 : Key InvestmentsKey Investments

Better empowerment, TCO and developer productivityBetter empowerment, TCO and developer productivity

Next generation e-mail, project management,

workflow, blog and wiki support

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalEnhanced SharePoint Portal aggregation and personalization

Great relevancewith 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

BusinessBusinessProcesseProcesse

ss

Unified ASP.NET 2.0 workspace foundation for

scalability and extensibility

SearchSearchContentContentManagementManagement

WindowsWindowsSharePointSharePoint

ServicesServices

Collaboration Collaboration

Some concepts explainedSome concepts explained

Basic collaboration and platform improvementsSome details on

Content typesEvent enhancementsWorkflow capabilities

Outlook Integration 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 calendarSharePoint’s calendar module with richer calendar views, recurrence support, all-day events, and more

Platform EnhancementsPlatform EnhancementsRecycle BinPer-item permissionsFolders in all list types

Custom properties on folders

Consume data outside its containerCross web lookup fieldsCross web list views

Announcements list from the root on every homepage in the site

Extensible file-format supportFramework to support properties from 3rd party file formats

Version History UIVersion History UI

Content TypesContent TypesOverviewOverview

Reusable definition of an item typeWhat’s in a content type?

Schema Definition (Collection of fields)Some fields shared between types, some unique

Document templateAvailable workflowsPolicy settings3rd party behaviors

ExamplesTrip ReportExpense ReportPDC Presentation

Content TypesContent TypesEnd User ExperienceEnd User Experience

“New button” is now a dropdownHeterogeneous types in a viewInput, display forms, and verbs change per-type

Content TypesContent TypesHierarchyHierarchy

Allows individual customization of an organization's types“My Company” definition of a type vs. “My Team” definition

Microsoft Expense Report

Microsoft Expense Report

Microsoft Review Form

Microsoft Review Form

Microsoft Wide ITPro

Presentation

Microsoft Wide ITPro

Presentation

Base Document

Base Document

Office TeamITPro

Presentation

Office TeamITPro

Presentation

Column TemplatesColumn Templates

Reusable column definitionsDefined at the Web levelUse in multiple lists or by multiple Content TypesUpdate in one place

Content TypesContent TypesExtensible BehaviorsExtensible Behaviors

Package features and behaviors with content types instead of listsHow 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 siteNo dedicated place where content must live to benefit from a new feature

Event FrameworkEvent Framework

Events are key framework to plugging in new functionalityMore complete list of asynchronous events

Schema changed, Site deleted, etc.

Supported on regular lists as well as document librariesMultiple handlers on a listNew synchronous “before” events!

Before update, delete, etc.

Field customization UIField customization UI

{Auto-generated field property input form based on field PropertySchema

Workflow Scenario SpectrumWorkflow Scenario Spectrum

Participants: people, rolesFlow style: flexible, dynamicData: unstructured, documents

Participants: apps, servicesFlow style: prescriptive, protocolsData: structured, transactional

Information Worker• Document Review…Information Worker• Document Review…

System WorkflowSystem WorkflowHuman WorkflowHuman

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 Hire Provisioning, Trouble Ticket,…

IT Management• New Hire Provisioning, Trouble Ticket,…

.NET Developer• Pageflow, Service Coordination…

.NET Developer• Pageflow, Service Coordination…

Out-of-the-BoxSolutions

(with customization)

Routing & ApprovalReview

ApprovalSignature collectionEast Asian workflow

Stru

ctured

Ad

Ho

cOffice Server FeaturesList Moderation

Publishing ProcessDocument Expiration

Tracking ApplicationsIssue tracking

SharePoint Designer Workflow

Custom Form ActionsEmail Notification

Exception Handling

Document ProcessesSpec Review

Weekly Status Report

Custom Tracking AppsService Requests

Asset Tracking

Visual Studio & Workflow SDKLOB Integration

Industry specific processesPurchase orders

Product lifecycle mgmt

Authoring Scenario PyramidAuthoring Scenario Pyramid

Office Workflow EcosystemOffice Workflow Ecosystem

WSS Infrastructure

WWF WebService

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

SourceList

TaskList

Access

• Initiation and parameter setting• Task Completion• Reporting

Workflow Initiation in a document library

And in the apps…

Workflow tasks in Outlook

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

“This” workflow in WSS

“My” workflows in Outlook

Workflow gallery

Customization for Routing

Microsoft Office InfoPath

File Edit View Favorites Tools Help

Approval Line Submit Attach Comments

My Approval – Gildong Hong

MSWeb > Office

Home

Microsoft Internet ExplorerMicrosoft Internet Explorer

File Edit View Favorites Tools Help

http://home

DocID ABC-MKT-200310-1236

Date 2003/10/13

Proposer Gildong Hong

Department Marketing

Permission Public

Keyword Exhibition

Retention Period 1 year

Cooperat

ion

Annual software exhibition participationSubject

Attachment: Exhibition schedule

We are going to participate the annual software exhibition in December. Please approve the necessary budget.

1. The budget needed: $10,0002. Schedule: December 10 – December 12

Attached is the detailed exhibition schedule.

ABC Corporation Approval Line Setting

OK Cancel

RolesPerson

Approval Type

Normal approve

Co-approve

Cooperate

Arbitrary

Remove Approver

Add Approver

1 Ongoing Proposer MKT Gildong Hong

Organization Chart by person No. Status Type Dept Name

Move Down

Move Up

Enter Text

Name: Gildong Hong

Group: MKT

Title: Associate

Role: General User

Report to: KiSoo Han

Address:

Phone:

E- Mail:

Signature Setting:

Delegation Status

Min Ju Park (Director)

Chi Soo ChaeHan Soo Ahn (Group

Tae Sub Song

Han Na Lee

Dae Man Jung

Baek Ho K

Tae Woon

Myung Ho Yoo

Dar Hyun YunDuk Kyu Byun

So Yun Ch

eApproval with a custom form

Areas and PagesOffice

Home News Sites In-Market Products Office 11 Office 12 Start Here!

My Site Site Settings Help

All Sources

TitleType Modified by Approval Status

New Products

Our Products

John Smith

John Smith

Jane Doe

Completed - Approved

Started

none

noneDaniel Kogan

Last year

New | Delete | Move | Copy | Find |All ALternates

日本語

English

News

Partners

Products

Campaigns

Documents

Images

Start Here!

CEO’s desk

Pages

Listings

français

Español

Products

Status

Published

Published

Draft

Draft

Approval within CMS page view

Approval within web editor

Properties Tabs

CopyEdit

Workflow – Status MappingProtocol design and approval

Sync With ServerCancel

Copy Edit

Draft

Doc Initiation

State

100

66

33

Status

Workflow

Project task integration with workflow state

Type

Title

Assigned To

Category

Due Date

Issues

Comments

Status

Priority

Average Issues

First Deadline

Last Deadline

Week Due (Avg.)

Type

Title

Assigned To

Category

Due Date

Issues

Comments

Status

Priority

Average Issues

First Deadline

Last Deadline

Week Due (Avg.)

Graphical reporting in Visio

SharePoint Designer to create Workflow

Code Beside C# FilesCode Beside C# Files

Messaging activities (i.e. WSS event)

Messaging activities (i.e. WSS event)

Building blocks: activities & tasksBuilding blocks: activities & tasks

Schedule specific business logic

Schedule specific business logic

Property Browser IntegrationProperty Browser Integration

Workflow Designer in VS.NET

Web content management Web content management integration integration

Some concepts explainedSome concepts explained

Web content ArchitectureEnterprise content management

Portals are a collection of Webs

The Webs are arranged in a hierarchyHierarchy controls navigation and security

SPSv2 Area, CMS02 Channel are now all based on the WSS Webs construct for containershipEach Web has a document library for pages

Portal Data ModelPortal Data Model

Home (web)Home (web)

Products (web)Products (web)Services (web)Services (web)About Us (web)About Us (web)

Product A (web)Product A (web)Product B (web)Product B (web) News (web)News (web)

= Page library= Page library

(Doc library)(Doc library) (Doc library)(Doc library)(Doc library)(Doc library)

(Doc library)(Doc library)

(Doc library)(Doc library) (Doc library)(Doc library) (Doc library)(Doc library)

Master Page + Page Layout = Master Page + Page Layout = BrandingBranding

Master page defines how navigation is renderedPage layout ASPX defines how page content is renderedTogether they render the full page1-3 Master pages, 10-25 Page Layouts to 10 of thousands of pages

Page Layout + Page Content = Page Layout + Page Content = PagePage

Page execution:Page URL requestedPage layout executed in content of pageContent server controls bind to page fieldsRendered page returned

Inherited from WSS:Versioning, Check-in/Check-outContent typesAccess controlWorkflow

Portal NavigationPortal Navigation

Dynamic navigation based on site hierarchyIncludes webs, pages and authored linksNavigation links trimmed based on security, workflow state and publishing schedule

ECM Conceptual ViewECM Conceptual View

SQL Storage

Browser 3rd Party AppsMS Office

User Interface

ECM Components

FormsManagement

Web ContentManagement

RecordsManagement

DocumentManagement

Workflow

Search

Metadata

Security

Policies

IRM

Library Svcs

Collab

Uniform Services

Unified Storage

Storage APIs

SQL Database

Document / Content LifecycleDocument / Content Lifecycle

Ready to publish,sign off & approve

CreateEdit /

ReviewArchivePublish

Information Policy FeaturesInformation Policy FeaturesOut of the box features and extensibility

Expiration: allows custom time periods and actions. An expiration action can kick off a workflowAuditing: Our audit log is designed to be extended. Our reporting features treat “add-on audits” as first class citizensLabels/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 theseExamples of new policy features you can build

De-duplicationDigital signature-based document integrityDocument “Hygiene”Convert to Fixed Format

Centrally Administered Policy TemplatesCentrally Administered Policy Templates

Customize policies Customize policies by content typeby content type

Selectively track, Selectively track, audit and expire audit and expire

contentcontent

Automatically Automatically initiate policy-driven initiate policy-driven

workflowsworkflows

Records Management RepositoryRecords Management Repository

Organize,Maintain, &

Dispose

Records Manager

Search,Hold, &Triage

Lawyers &Paralegals

Exchange

Send To

SharePoint

Documents

Mail

KnowledgeWorker

DesktopItems

“Ship” To

Nondigitalrecords

RecordsCustodian

3rd-partyimaging

RecordsRepository

Policy Enforcement

“Vault” Behaviors

SM

TP

& S

OA

P O

FI

Windows SharePointServices

Hold

Audit ReportsAudit Reports

Forms server capabilities Forms server capabilities

Some concepts explainedSome concepts explained

Forms serverExcel Services

InfoPath Forms DevelopmentInfoPath Forms DevelopmentRapid, declarative form design environment

Form migration framework and import from Word/ExcelTemplate Parts for re-useLogic Inspector for debuggingDesign-once and compatibility checker

New Managed Code Object ModelOptions for authoring code behind the form

Visual Studio Tools for OfficeVisual Studio Tools for Applications

Hosting optionsAs activex/WinForm control in a client appAs aspx control in an asp.net page

Browser-enabled formsBrowser-enabled forms

Forms designed as browser-compatibleForms deployed to an Office 2007 Server with Form ServicesCross-browser and cross-platform support

InfoPath clientBrowsers: IE 6+, Safari, Netscape, FirefoxWindows, Mac, Linux, UnixMobile devices (HTML-compatible browsers)

WSSWSS

Publishing & Filling Out a FormPublishing & Filling Out a Form

Rendering Rendering ValidationValidationCalculationCalculation

ssRulesRules

EditingEditing

DownloadDownloadXSN, XMLXSN, XML

Publish XSNPublish XSN

Download Download script andscript anddata arraydata array

Office 2007 Office 2007 ServerServer

XSNXSN

ASPXASPX

XSN, XMLXSN, XMLForm codeForm code

XSN, XMLXSN, XMLForm codeForm code

Info

Path

Form

In

foP

ath

Form

S

erv

ices

Serv

ices

Return Return updated data updated data

arrayarray

GenerateGenerate

InfoPath ClientInfoPath Client

Send changes Send changes backback

InfoPath Designer

Take offline Take offline as neededas needed

Browser Rendering Rendering ValidationValidation

CalculationsCalculationsRulesRules

EditingEditing(using (using script)script)

Excel ServicesExcel Services

New Office 2007 functionality built on SharePoint Server platform that provides:

Server-side Excel spreadsheet calculationBrowser based spreadsheet viewing & interactivityWeb service access to spreadsheet calculation

Excel 2007Excel 2007

BrowserBrowser100% thin100% thin

View and Interact

CustomCustomapplicationsapplications

Web Services Access

Excel 2007Excel 2007clientclient

Open Spreadsheet/Snaps

hot

Author & Publish Spreadsheets

Excel ServicesExcel Services

Web front endWeb front end

Excel web Excel web accessaccess

Excel web Excel web servicesservices

ECS ProxyECS Proxy

““Excel Services”Excel Services”ArchitectureArchitecture

Web front-endSharePoint UIHTML rendering + web services

Application serverLoads spreadsheets, refreshes data, calculatesMaintains state for interactivityFile + query caches for performance

The Office servers provide:Solution platformStore: spreadsheets, data connection files, admin settingsSecurity: Authentication, Authorization

Single box or multi-tier Independent scale-out

Excel calculation serviceExcel calculation service

ECS interfaceECS interface

Application ServerApplication Server

External data sourcesExternal data sources

Flexible TopologyFlexible TopologyIndependent Scale-OutIndependent Scale-Out

Application ServerApplication Server

Web front endWeb front end

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

10+ out-of-the-10+ out-of-the-box filter partsbox filter parts

Display specific Display specific spreadsheet spreadsheet

ranges or chartsranges or charts

Unified filtering Unified filtering across all parts on across all parts on

the dashboardthe dashboard

Server-based SpreadsheetsServer-based SpreadsheetsIncorporate spreadsheet components in BI dashboardsIncorporate spreadsheet components in BI dashboards

Server-based SpreadsheetsServer-based SpreadsheetsIncorporate spreadsheet components in BI dashboardsIncorporate spreadsheet components in BI dashboards

Confidential – Microsoft CorporationConfidential – Microsoft Corporation

Out-of-the-box Out-of-the-box templatetemplate

Personalized and Personalized and targeted content targeted content

deliverydelivery

Server-based SpreadsheetsServer-based SpreadsheetsBuild on SharePoint content management featuresBuild on SharePoint content management features

Server-based SpreadsheetsServer-based SpreadsheetsBuild on SharePoint content management featuresBuild on SharePoint content management features

Search for Search for reports, reports,

spreadsheets spreadsheets and dashboardsand dashboards

Conclusion and next stepsConclusion and next steps

SharePoint ~ platform

Beta 2 in May (broad availability)

RTM Q4 2006

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalBusinessBusinessProcesseProcesse

ss

SearchSearchContentContentManagementManagement

WindowsWindowsSharePointSharePoint

ServicesServices