an introduction to microsoft office sharepoint server...

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An Introduction to Microsoft Office SharePoint Server 2007

David Gristwood

Application Architect

Developer & Platform Group

Microsoft Ltd

david.gristwood@microsoft.com

http://blogs.msdn.com/David_Gristwood/

Server Platform Investments

Office SharePoint Server 2007Excel Services

InfoPath Forms Services

Business Data catalog

Enterprise Search

Windows SharePoint ServicesASP.NET 2.0 integration

Workflow

Content types and meta data

Auditing

Feature & solution deployment

Office SharePoint

Server

Windows SharePoint Services

ASP.NETSQL

Tools for any skill level

Excel Services

Excel ServicesExcel has great calculation and charting engine

Can reuse logic & business models built in Excel

Browser based spreadsheet viewing & interactivity

Excel Web Part to build dashboards

Web Service programmatic access to Excel Services

Eliminate “multiple versions of the truth” caused by distributing copies of spreadsheets

Control access to spreadsheets for regulatory concerns or to protect proprietary information

Offload long-running calculations from desktop

Excel Services

Excel 2007

Design and author

Browser

High quality web rending

Zero-footprint

Interactive: Set parameters, sort, filter, explore

View and Interact

Customapplications

Set values, perform calculations, get updated values via web services

Retrieve full workbook file

Programmatic Access

Open in Excel for rich exploration and analysis

Open snapshots

Excel 2007

Export/Snapshot into Excel

Spreadsheets stored in doc libraries

Spreadsheet calculation and rendering

External data retrieval and caching

100% calculation fidelity

SharePoint platform and Excel services

Publish Spreadsheets

Excel Services Architecture

Limitations of Excel Services

Excel Services is NOT Excel on the Server

No 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 Services

Open a spreadsheet file to start a session with Excel Services

Set values to cells and ranges

Process the session spreadsheet

Refresh data from external sources

Calculate spreadsheet or specific ranges

Get results

Values from cells and ranges

Entire calculated spreadsheet – live or snapshot

User Defined Functions

Extend calculation and data-import capabilities

Functions that are not built into Excel.

Custom implementations to built-in functions.

Custom data feeds for legacy or unsupported data sources

Call Web Services

Compiled Code based on .NETFx 2.0

Needs Reference to Excel Services UDF Framework

Excel Services

Excel Web Access Web Part

Web Service Calls

User 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

BDC

MetadataStore

Architecture of the Business Data Catalog

SQL Server, Oracle, OLEDB, ODBC

Web Parts

Lists SearchUser

ProfilesCustom

Apps

BizTalk, SAP, Siebel, Legacy, …

List Store Index Profile Store

Business Data Catalog

WSS Proxy ADO.NET

Web Service

Development LifeCycle

Analyze the business

requirements

Build Web Services layer

for LOB system

(optional)

Model the system using application definition

Populate BDCMetadata

Store

Design solutions

using business data

features

Core Application Definition Elements

• Definition of a data source (SQL Server, SAP, Siebel, CRM, …)LobSystem

• Access to the system (connection details)LobSystemInstance

• A real-world thing in the system (e.g. customer, order, product, invoice, employee, …)Entity

• An operation on an entity (e.g. GetOrders, GetInvoicesForCustomer, …)Method

• A way to use a method (e.g. Finder, SpecificFinder, IDEnumerator)MethodInstance

• A relationship between two entitiesAssociation

Metadata Model

Application Definition Files

Declarative way of modelling a system

Initially no Microsoft designers to generate them

BDC Metadata Manager - www.bdcmetaman.com

bdcmetadata.xsd Visual Studio IntelliSense

Microsoft BDC Definition Editor

MOSS SDK August 2007

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

Business Data Web PartsWeb Part Description

Business Data List

Web 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 Items

Web 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 Actions

Web 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 parts

Custom 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 feel

Pivoting using the keyword syntax

Web Part Property

Power of XSLT Formatting

Logic

Math

Content Sources

OOB content source types

SharePoint Servers

Web Sites

File Shares

Exchange Public Folders

Business 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 processes

Valuable for modeling long running and stateful behavior

What are workflows?

sequential workflow state machine workflow

Windows WorkFlow FoundationSingle workflow technology for Windows

Extensible framework & toolset

Base for Microsoft products and customer solutions

Transform workflow from niche to mainstream paradigm

Exposed to developers via .NET 3.0

Workflows in SharePoint

Workflows 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 Workflow

Interaction 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, etc

InfoPath is rich client application InfoPath Forms Service offers server side generation and handling of forms

Users do not require InfoPath client

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

InfoPath

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Events

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Blogs

© 2007 Microsoft Ltd. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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