Mike Walker

Architecture Strategy Team

A Lap Around OBAArchitectures

Agenda

Presentation LayerTypes of Clients

Application Services LayerOverview of MOSS ServicesBusiness Data Catalog Excel ServicesForm ServicesWorkflow ServicesInformation Rights Management

Anotomy of OBAClientsClients

OfficeOffice SharePointSharePoint ServerServer 2007

WSS 3.0WSS 3.0

Forms ServicesForms Services

OutlookOutlook

WordWordExcelExcel PowerPointPowerPoint

InfoPathInfoPath CommunicatorCommunicator

SharedShared

Open XMLOpen XML

IRMIRM

Excel ServicesExcel Services Data ServicesData Services

ECM ServicesECM Services Security ServicesSecurity Services Storage ServicesStorage Services

Portfolio MgmtPortfolio Mgmt Project Project ManagementManagement Enterprise SearchEnterprise Search ASP.NetASP.Net

Master Pages | Web Master Pages | Web PartsParts

.Net.NetVB | C#VB | C#

Portal FrameworkPortal Framework

Workflow FoundationWorkflow Foundation

Rights Rights Management Management

ServicesServices

Document Document LibrariesLibraries

Hybrid Clients Smart Client, Ent.

Mash-up Fits in

Heterogeneous environments

Office Clients Couples rich UI

with backend systems

Utilize MOSS Services

Portal Clients MOSS Portal is

the Primary UI Exposes LOB

information through Web Parts

OBA Architecture Patterns

WP

LOB Systems

WP

WP

TaskPane

Ribbon

LOB Systems

MOSS Services

LOB Systems

MOSS Services

WP

WP

Example: ArchitecturePresentation Layer

Web Based Portal Extensible UI

Application Services Layer

Office Clients

Business Rules Engine

Centralized Business Rules

Orchestration Layer

SQL Server 2005 3rd Party External Mortgage Providers

Lending Message Bus

State full Web Services Stateless Web Services

Business Process Management

Data Services Layer

Presentation Layer

Presentation Layer

Clients

OutlookOutlook

ExcelExcel

WordWord

InfoPathInfoPath

Portal

MOSSMOSS

Hybrid

Smart ClientsSmart Clients

Integration with MOSS Integration with MOSS and Office Clientsand Office Clients

Client Applications Word, Excel and PowerPoint

Overhauled UI to create new user experience (UX) Enhanced integration with WSS and other data sources New XML-based file format to enhance integration and interoperability

Outlook New object model for developers Enhanced search and RSS feeds WSS integration with tasks, scheduling and list synchronization

WSS "V3"

Exchange Server

Other Databases & Web Services

Word 12

Excel 12

PowerPoint 12

Outlook 12

Office Clients

• New UI customization model• Application level task panes• Consistent model between

applications• Create and deploy application

specific functionality

• Add your own tabs, built-in tabs and contextual tabs

TaskPane

Ribbon

CoreFeatures

Add-in

Storage

Services•WSS / MOSS•Web services

VSTO

InfoPath Application

Centric Tech and

Industry Standards Based

Word, Excel, PP

Word Processing Standard

Extends BI

XML Support Under the Covers

Visio XML Open XML Custom XML

Visio Design Time

Views Modeling

Open XML Format Architecture

Questionnaire.docx

User viewsingle Office “file”

Developer viewmodular file

Questionnaire.docx

Package

Relationships_rels

Document, Application, Custom Document PropertiesdocProps

Document Partsword / xl /ppt

[Content Types].xml

Custom Defined XML, Macros, …custom fld

Open XML File Formats

Macro-FreeMacro-Free Macro-EnabledMacro-Enabled

DocumentDocument TemplateTemplate DocumentDocument TemplateTemplate

docx dotx docm dotm

pptx potx pptm potm

xlsx xltx xlsm xltm

Open Packaging ConventionOpen Packaging Convention

Where Open XML Documents can be used XML allows Office information to flow

freely through the enterprise New opportunities to share information

with customers Information can be surfaced through

Office applications much easier Generating Documents in Word

Scenario: Document Generation Your site can generate documents

on demandGenerate documents from live

backend dataEliminate cut-and-paste from Web pagesProvide rich offline experience

Your Bank'sYour Bank'sWeb siteWeb siteExcelExcel

Spreadsheetwith your account data

Build Document Life-Cycles

Ready to publish,sign off & approve

CreateEdit /

ReviewArchive

or DeletePublish

Document InspectorMark as Final

SignaturesRights Management

Protect Information with Document Inspector Inspect Word, Excel or PowerPoint documents

Remove Personally Identifiable Information (PII)○ Name, initials, company information, computer name,

document revisions, template information, tracked document changes, …

Individual modules for different types of sensitive content

Experience gives users control before altering the document:Batch inspectionIndividual module reporting Individual module fix/correction

Document Extensibility Scenarios Pluggable architecture

You can design your own inspectorAdd yours in via exposed COM interface

Some possibilities:‘Sensitive’ words, phrases, or topicsContent marked confidential

VerifiableNew file format allows for external

verification

Role of InfoPath Debut in Office System 2003 Rich-client desktop app Platform for next generation of electronic forms

Capture business dataDynamic, XML-based formsRich data entry and validation

Automate business processesIntegration with multiple back-end systems and services

Rapid solution developmentConditional and rule-based logic for IW formsScript and .NET support

Why InfoPath Rich XML transformation, conditional formatting

calculations, data access and validation Developer Productivity Gains Extensibility

SharePoint Web Part InfoPath Client Option Smart Client

Online / Offline Capabilities Native XML Support

InfoPath Architecture

WSS

MOSS Servers

XSN

ASPX

Replay event log

XSN, XML loadedBusiness logic

execution

GenerateGenerate

Browser

Return updated data array

Download script and data array

Postback event log via XMLHTTP

ValidationExecute calculationsExecute rulesEditing actions(All using script)

Generate and render HTML (using script)

ECM ECM IntegrationIntegration

Enterprise Enterprise SearchSearch

Business Data Business Data CatalogCatalog

Role BasedRole Based

Web Service Web Service IntegrationIntegration

ECM ECM IntegratioIntegratio

nn

Web Part Architecture Web Part Page in WSS is designed with

One instance of SPWebPartManager class One or more SPWebPartZones Editor Zones and Catalog Zones supplied by WSS pages

SPWebPartManager

SPWebPartZone (Left) SPWebPartZone (Right) Editor Zone

Catalog Zone

Web Part 1

Web Part 2

Web Part 3

Web Part 4

Web Part 5

Editor Parts

Catalog Parts

Demo

Office PerformancePoint Server 2007

• Aligns and supports PM process

• Spans the enterprise

• Provides visibility and transparency

• Business users own and maintain

• Flexible and model driven

• Auditable & secure

• Plan, budget, forecast, scorecard, dashboard, management report and consolidate

• Workflow driven templates/forms

• Pre-built rules & calculations

• Single data model & definitions

• Bring all users into PM process

• Personalized scorecards, plans

• Active alerting and notifications

• Powerful visualization and annotations

• Support collaborative PM

• Familiarity of Office and Excel

• Self service for business users

• Centralized application management

• Improved control of spreadsheets

• Integration with data sources

• Priced for broad deployment

• Extends existing investments in Office & SQL & Dynamics

BusinessManagement

Driven

Functional Capabilities

People Empowerment

SuperiorValue

Monitoring

Spans across personal to Organizational dashboards

Real-Time Contextual KPIs

Scorecard s Certified by industry

standards

Analytics Extensive BI Supported

including: Decomposition Trees Drill Across Root Cause Analysis

Online and Offline Capabilities

Business Users can self-serve without a developer

Reporting and Consolidation

Brings information together into single views Users can combine

both financial data and organizational data

Can utilize many different sources for information such as Excel Services

Rich Integration with many different backend data providers

Demo

What did we see?

Integrated Experience for Users Business Enabler Both Structured and Ad-Hoc Workflows Enterprise Content Management

Treasury and Cash Mgmt. Solution Architecture

Windows Vista

Windows Server 2003

Office SharePoint Server 2007

Active Directory

SQL Server 2005

Client

Server

Enterprise Search Excel Services

Windows SharePoint Services

RolesWorkflow Version Control

Security CollaborationWeb Parts

Object Models, Web Services, Event Handlers

Document Libraries

BizTalk Server 2004

LOB Applications

Accounts Payable and Receivable

Systems, ERP etc.

Office Enterprise Edition 2007 Internet Explorer

Dashboard (KPIs, Cash

Balance, Targets)

Word 2007 (PivotTable

Reports)

Outlook 2007

InfoPath 2007

Society for Worldwide

Interbank Financial Telecommunication

(SWIFT)

Demo

What did we see?

Integrated Experience for Users Business Enabler Both Structured and Ad-Hoc Workflows Enterprise Content Management

MOSS Application Services

MOSS Application Services

MOSS Application Services

Operating System Platform Services

Database Search Workflow

ASP.NET (Web Parts, Personalization, Master Pages, Provider Model for navigation, security, etc.)

WSS Core Services

StorageRepositoryMetadataVersioningBackup

SecurityRights/RolesPluggable AuthPer ItemRights Trimming

MgmtAdmin UXDelegationProvisioningMonitoring

TopologyConfig MgmtFarm ServicesFeature PolicyExtranet

Site ModelRenderingTemplatesNavigationVisual Blueprint

APIsFields/Forms OM and SOAPEventsDeployment

Collaboration

ECM Portal Search BPM BI Project

Extending Office SharePoint Server 2007

WSS Adapters and Object Model

Web Services

Client or Web Parts

Remote Client

SharePoint Server

BDC Architecture Overview

Business Data Catalog

Web Parts

Lists SearchUser Profiles

Custom Apps

Database

WS Proxy

ADO.NET

Web Service

List store

SearchIndex

Profile Store

Metadata

Business Data Catalog Connects Users To LOB Data

Scenario: Pipeline Management

Business Data Catalog

Pipeline Web Part

WS Proxy

ADO.NET

Web Service

Metadata

Metadata

InfoPath Forms Services

InfoPath Client (Design Mode)

Intranet Extranet / Internet

Browser

InfoPath Client (Edit Mode)

Office “12” serversForms Services

IW : InfoPath DesignerDeveloper : VS Tools

Browser

InfoPath Client (Edit Mode)

Excel Services

Calculated data and charts

BrowserSpreadsheets rendered in web partsSet parameters, sort, filter, drill to explore

and view the right dataHigh fidelity to Excel client

Custom ApplicationsSet values, perform calculations, get

updated values via Web ServicesRetrieve full workbook file

Spreadsheets/Calculated data

Spreadsheets stored in document libraries

Spreadsheet calculation and rendering

External data retrieval and caching

Office SharePoint Servers & Excel Services

SpreadsheetsExcel 2007

Design and author

Open in Excel for rich exploration and analysis

Open snapshots

Spreadsheets/snapshots

Excel 2007

Excel Services Provides A new server codebase built on SharePoint

platform Server-side Excel calculation engine Browser access to live, interactive server

spreadsheets Web service access to server-side Excel

calculation

Excel Services Architecture

Windows SharePoint Services

Office ’12’ Server

Excel Web Access Excel Web Services

Web BrowserBI Portal ISV Application

Excel Calculation Services Proxy

Excel Calculation Services (ECS)

Backend S

erverF

ront-end Web

Client

SharePoint Workflow Architecture

Workflow Template Collection

Workflow Assembly

Form 1 Form 2 Form 3

Workflow Assembly

Form 1 Form 2

Workflow Assembly

Content Type

List

Document Library

Farm-level WorkflowAssociation Table

Workflow A

Workflow B

Workflow C

Workflow-Aware Applications Browser

Farm and site collection administration Workflow initiation, configuration and completion Ad-hoc Customization (Forward/Delegate)

Office 12 Client Applications (e.g. Word, Excel, PowerPoint) Workflow initiation, configuration and completion Ad-hoc Customization (Forward/Delegate)

Outlook 12 Task notification and task completion

SharePoint Designer Wizard-based authoring and forms integration Application deployment

Access Workflow initiation, configuration and completion Reporting

System OrchestrationHuman Workflow

Human vs. System Workflow

Information Worker Driven

User Interface Centric Un-Structured Data Process controls

Navigation and UI Elements

Application or Business Rules Driven

Application Interface Centric (Services)

Structured Data Workflow controls

application & enterprise level business logic

SystemsBusiness Users

Workflows and Orchestrations Team Up

Workflow Design Tool in SharePoint Designer

Add Metrics, Reports And Dashboards

PortalPortal(Office Server)(Office Server)

Data WarehouseData Warehouse(SQL RDBMS)(SQL RDBMS)

IntegrateIntegrate(SSIS)(SSIS)

AnalyzeAnalyze(SSAS)(SSAS)

ReportReport(SSRS)(SSRS)

Business ScorecardingBusiness Scorecarding(BSM)(BSM)

End-user AnalysisEnd-user Analysis(Excel)(Excel)

3rd Party 3rd Party AppsApps

Reports and Dashboards

Spreadsheet Spreadsheet via Excel via Excel servicesservices

SQL Analysis SQL Analysis ServicesServices

Manually Manually enteredentered

Sharepoint Sharepoint listslists

Portal Portal Components Components (Web Parts)(Web Parts)

Assembling Dashboards are Self-Serve

Pick a web part gallery Select a web

part zone Select a web part

Template suggests web parts per zone

Information Rights Management Support for IRM permission policy templates InfoPath now supports IRM for forms Rights managed e-mail threads enabling

“protected conversations” in Outlook

Recommended Resources

MSDN OBA Architecture CenterMSDN OBA Architecture Centerhttp://msdn2.microsoft.com/en-us/architecture/aa699381.aspx

Office Developer CenterOffice Developer Centerhttp://msdn2.microsoft.com/en-us/office/default.aspx

Financial Services Architecture CenterFinancial Services Architecture Centerhttp://msdn.microsoft.com/FinServArch

Mike Walker’s BlogMike Walker’s Bloghttp://blogs.msdn.com/MikeWalker

53

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© 2005 Microsoft Corporation. All rights reserved.© 2005 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.