kma sharepoint 2010 preview seminar deck

Twitterhashtag: #kmasp2010 Twitter hashtag:

Welcome

• Keynote – Fiona Akhtar, Microsoft

• Act 1: Collaboration themes – Michael Gilronan, KMA

• Break• Act 2: Insight and Productivity themes

– David Goldstein, KMA

• Breakout #1: Platform/IT Pro Track (MPR A) – Chris McNulty, KMA

• Breakout #2: Developer Track (Boston Room) – Liz Hatch, KMA

• Breakout #3: Licensing Track (EBC) – Adrian duCille, KMA

Prologue: Key Questions We Will Address

• How can I use SharePoint 2010 to make my employees more collaborative?

– Enhanced tools for content-based collaboration

– SharePoint communities

– More ways to access and share content

Microsoft SharePoint 2010Ribbon UI

SharePoint Workspace

SharePoint Mobile

Office Client and Office Web App Integration

Standards Support

Tagging, Tag Cloud, Ratings

Social Bookmarking

Blogs and Wikis

My Sites

Activity Feeds

Profiles and Expertise

Org Browser

Enterprise Content Types

Metadata and Navigation

Document Sets

Multi-stage Disposition

Audio and Video Content Types

Remote Blob Storage

List Enhancements

SharePoint Content

Management Efficiency

Flexibility and Compliance

User-centric

Document Library and Ribbon UI

Live Demo #1

• Enterprise Content Management capabilities

SharePoint Communities

Participation Anywhere

Social Connections

Informal Knowledge

People Data - Out of the Box

• User Profiles

• Rich Object Model

• User Profile Web Service

• Social Data

– Tags, Comments, & Rating

– Activity Feed

– Social Data Service

• Organization Browser

Live Demo #2

Communities – MySites, profiles, tags, ratings

IT Productivity

Deployment Flexibility

Scale with Governance

IT Pro Investments

Live Demo #3

Offline experience with SharePoint Workspace

BREAK!

Prologue: Key Questions We Will Address

• How can I use SharePoint 2010 to make my employees more insightful?

– By exposing key data to them from data bases and line of business systems

– By easily connecting this data to dashboards, maps, pictures, lists, …

• How can I use SharePoint 2010 to make productive?

– By developing forms and workflows that automate key business processes

Act Two

Scene Business Problem SharePoint 2010 Feature

1 Unlocking line of business data

Business Connectivity Services

2 Automating business processes

InfoPath and workflows

3 Deriving insight from data

Connecting web parts to create mashups and dashboards

Productivity and Insight Act, in three scenes:

Act 2, Scene 1: Business Connectivity Services

• Multiple user interfaces

• External systems can be difficult to use

• Can't work with the data when and where I want to

• Can’t easily search for business data

• Need to involve IT to service my requests for data access

• Islands of business data

• Overhead for IT to service all user requests

• Manage security, auditing, connectivity

• One off projects for connecting to external systems

Challenges With Back End Data

Solution: Business Connectivity Services

Provide External Data in a Centrally Managed Way

Bring external data into SharePoint and Office

Outlook Forms SharePoint External Lists SharePoint Workspace

Exposing External Data Through BCS

External Content Type

CustomerCustomerIDFirstNameLastNameEmailAddress

External data

• Expose external data as a native SharePoint list – Full CRUD capability

– Familiar UI and navigation

– Sort, Filter, Group

– Programmatic access via SPList OM

– Profile page available for each item in the list

– Form• Auto-generated OOB

• Upsize to InfoPath

– Offline-able

External Lists in SharePoint

Business Connectivity Services Demo

Act 2, Scene 2: Improving Productivity Through Process Automation

Form Designer & Filler

• Browser and Client forms

Introduction to InfoPath 2010

Visual Layout

Form Logic

Data Connection

InfoPath and SharePoint 2010

Form Designer & Filler

• Browser and Client forms with form logic & data connectivity

Forms for SharePoint

• Lists, External Lists, Form Libraries & Workflow forms

Forms integrated into Office

• SharePoint Workspace, Outlook, Word, PowerPoint, Excel

Applying Workflows to InfoPath

• Managing how people work

– Document approval & feedback

– Collaborative reviews & discussions

– Gathering signatures

• Business logic in action

– Rules for SharePoint content

– Applied automatically or on demand

Out-of-Box Workflows

•Ready to use

•Common approval scenarios

Out-of-Box Customization

•Association and initiation settings

•Modify logic in SharePoint Designer

•Design forms in InfoPath

Custom Declarative

•Start from scratch or from existing

•New actions

•Task process framework

•More types of workflows

Custom Activities

•Encapsulate custom code in new action

•Deploy in full or partial trust (as user code)

Custom Non-Declarative

• Import solution into Visual Studio

•Advanced modeling

•Hook up workflow to events

Workflow Solution Spectrum

Act 2, Scene 3: Turning Data into Insights

Mashup: an application that results when a business user combines multiple sources

of enterprise and public data with some visualization and interaction capabilities.

Insurance Claims

ListLoanForm

Claims Management Mashup

LoanForm

Map Web Part

ListWeb Part

ImageWeb Part

Get Form From

Send Row Of Data(List ID)

Send Row of Data(Image URL)Launch

FormIn

Dialog

Connecting web parts to provide insight and improve productivity

Connecting Web Parts To Build Dashboards

Content

What Goes Into a Dashboard?

Business Intelligence Demo

BCS, InfoPath, Mashups and Dashboards in Perspective

PerformancePoint Services

Excel Services

Chart Web Part

Visio Services

Web Analytics

SQL Server Integration

PowerPivot

Business Connectivity Services

InfoPath Form Services

External Lists

Workflow

SharePoint Designer

Visual Studio

API Enhancements

REST/ATOM/RSS

Resources

• From Microsoft:– Microsoft New England LIVE SharePoint Conference event: 1 Feb 2010– SharePoint 2010 site (including beta download):

http://sharepoint2010.microsoft.com– SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

• From KMA:– January follow-up SP 2010 webcast (and others TBD)– Web: www.kma-llc.net (now powered by SharePoint!) with white

papers, blogs, archived presentations, news, and events– Twitter: @KMALLC, @kmadavid, @mikegil, @cmcnulty2000,

@aducille– SharePoint Deployment Planning Services (SDPS), now available for

2010 planning– Follow-up e-mail with slide decks, prize winners

Calls to Action

• Start planning NOW:

– 2010 planning under SDPS (subsidized by Microsoft)

– KMA will supplement offering for attendees of this event

– KMA “SharePoint Health Check” offer

• Training and Learning:

– CompuWorks’ offer for SharePoint End User training

– KMA and Microsoft events and webinars

• Volunteers? SharePoint Beta!!

1: Platform IT Track - MPR A RoomChris McNulty

2: Developer Track - EBC RoomLiz Hatch

3: Licensing Track - Boston Room Adrian duCille

Breakout Session Rooms

Thank you!

SharePoint 2010 –IT Platform Overview

Chris McNulty

Agenda

• Branding

• Infrastructure

• Early Guidance on Migration

Branding

• 2007: Extensive Customization Possible, requires CSS and SharePoint Designer

• 2010: Branding and Themes Directly From Browser

• Branding in Browser

• SharePoint Designer

Platform Basics

• SharePoint 2010 will be a 64 bit only platform. Direct upgrades from 32 bit servers to 64 bit servers will require some advance prep work.

• Windows Server 2008 or Windows Server 2008 R2 X64

• SQL Server 2005 x64 SP3 CU3

• Or

• SQL Server 2008 x64 SP1 CU2

• For the beta – probably also need KB971831 - support the token authentication without transport security or message encryption in WCF

Client/Browser Technology

• On the client side, Internet Explorer 7/8, Firefox and Safari will all be supported. However, IE6 will not be supported, so IT shops that had been deferring that upgrade should plan accordingly.

• Most other browsers are still supported for Internet configurations

• Office 2010 includes optimizations for the new platforms• Offline Access

– 2007: used Outlook 2007 and Groove– SharePoint Workspace 2010 integrates offline documents and

Office Web Applications

• SharePoint 2010 will provide a server based version of most Office applications – Office Web Access, or “OWA”. [It's going to be hard to stop thinking only of web access to Exchange as “OWA”!]

• In part, this enables simultaneous multiuser editing of Office documents:

– Excel in OWA, not client

– Word/PowerPoint on client only if file opened from a shared document library

– OneNote client or OWA

Shared Service Applications

• The 2007 Shared Services Provider has been broken up.

• Each of its elements is now a Shared Service Application

• Mix and match them singly or in groups, to match farm’s needs. [No need to deploy Visio Services if you don’t use it.]

• Crawl/index no longer a single server role

Managed Metadata Service

• Centralized shared hierarchies of tags and terms [taxonomy]

• Centralized governance of user-created keywords [folksonomy]

• Centralized sharing and publication of content types throughout the enterprise

• Central Administration

– New Site Collection

– Shared Service Application

– Managed Metadata Service

Logging, Monitoring, and Alerts

• Unified Logging

• Out-of-the-box reports

• Richer Web Analytics

• Open Schema

• SCOM Integration

ULS Logs

Windows Events

Page requests

Feature Logging

Health data

Logging DB

Proactive Resolution

• Developer Dashboard

– Empower developers and users

• Integrated Health Analyzer

– Runs when necessary

– Alerts anomalies

– Fixes when it can

Health and Monitoring Demo

• IT Management

– Health Analyzer

– Web Analytics

– Developer Dashboard

Predictable Upgrade

• Pre-upgrade checker

• Visual Upgrade

• Resumable upgrade

• Progress reports

• Parallel DB upgrades

Simplified Deployment and Predictable Upgrade

• demo

Thank you…

• Contact Details

– Email cmcnulty at kma-llc dot net

– Blog http://blogs.kma-llc.net/microknowledge

– Twitter: http://twitter.com/cmcnulty2000

– LinkedIn:http://www.linkedin.com/in/cmcnulty

Thank you!

SharePoint 2010Developer Track

Liz Hatch

Agenda

Breakout #2: Developer Track

Visual Studio 2010

Developer Dashboard

Sandbox / Staging

What We Need to Know

• Details!– Development needs

– Development approaches

– Development process

• Major changes in what we need to code– For instance, field validation using custom field controls, custom

forms, event receivers built-in using InfoPath

• Microsoft’s Vision and SharePoint Architecture– Explicit / Implicit

– Moving toward more open architecture

SP 2010 Application Lifecycle

• Microsoft Listened!– Community had already adopted Best-Practice approach independent

of Microsoft

• SP 2007 Development– SharePoint Extensions were inflexible / not very useful

– Windows class projects with 12 hive structure are commonly used

– WSP Builder and setup.exe

• SP 2010 Development– Lots of project types including empty project

– SharePoint Extensions are USEFUL

– Built-in Solution Packaging

Web Parts

• SharePoint 2007– Stand-Alone Web Parts

• No WYSIWYG design available

• Can develop component hosted in web application, if design is complex

• In some cases, can implement as user control hosted in web part with serious limitations

• SharePoint 2010– Visual Web Parts

– Stand-Alone Web Parts

Developer Dashboard

• Command Prompt / turn on by running batch file

– STSADM or Windows PowerShell

– Need to run with admin privileges

• In SharePoint, go to site settings to test dashboard

– Look for tiny icon in right margin

– Reload page

– Click on icon

– VOILA!

Sandboxed Solutions

1. Enable the service “Microsoft SharePoint Foundation User Code Service”

2. Central Admin: Turn on in “Services on Server”3. Deploy to Solution Gallery4. Constraints of Sandboxed Solutions

– Developer must be site collection admin– Web Part must be derived from System.Web.UI.WebControls.WebPart

namespace, NOT SharePoint-based Web Part– No calls to web service, file I/O, limited access to SharePoint object

model– Assemblies run under different process (SPUserCodeV4)– Cannot create Visual Web Part

Workflows Using Visio 2010

• SharePoint Designer Visio 2010 Visual Studio

• Select Flowchart, SharePoint Workflow Option

– Create workflow

– Check for errors

– Export to VWI file

• SharePoint 2010 not yet importing…

• SPD Overview – Import, Customize, Export

December Seminar

• The SharePoint 2010 Preview

December 17, 2009

• Only available through Microsoft Volume Licensing

• CALs commonly sold via Microsoft CAL Suites

– Core CAL Suite

– Enterprise CAL Suite

• CAL Suites simplify the acquisition of server infrastructure

• Offering industry-leading capabilities at cost-effective price points

• Eliminating the need to obtain licenses one product at a time

• Providing the flexibility to adapt to the technology demands of your

people without the additional worries of licensing compliance

• SharePoint Enterprise CAL has Office client related services

• Licensing requirement depends on what is used

• SharePoint Deployment Planning Services (SDPS)– Plan your new SharePoint deployment

• Physical Architecture

• Logical Architecture

• Business Value Planning Services (BVPS)– Streamline key business processes via the Microsoft Office System

• Automated Forms

• Content Search and Reuse

• Sensitive Records Management

• Performance Measurement & Reporting

• And the list goes on………..

kma sharepoint 2010 preview seminar deck

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