leveraging sharepoint for extranets
TRANSCRIPT
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Leveraging SharePoint as an Extranet Solution
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Agenda
• Introductions• About Avtex• Extranet – What, Why, Who?• What does it Take to Deploy an Extranet?• Why SharePoint for Extranets?• SharePoint Extranet Architecture• Customer Example: Community Reinvestment Fund• Call to Action• Giveaway
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Goals for Today
• Learn about common challenges addressed by Extranets today
• Understand how SharePoint addresses those challenges
• Demonstration of a Customer Extranet• Learn how to get started
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Seminar Sponsors
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Our
Mis
sion Our mission is to use our technology know-how
to enable our clients to deliver an exceptional
experience to their customers
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What we do
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SharePoint Extranet ADS
The two day Avtex Architectural Design Session (ADS) is a great way to start planning an Extranet solution on SharePoint.
An ADS helps to outline a proposed technical approach
• Infrastructure• Security model• Application integration• More
Architectural Design Session (ADS)
ADSContact us at [email protected]
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Extranet - What, Why, Who?
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What is an Extranet?
Extranets are Websites that connect organizations to employees, partners, vendors, and customers—providing a secure, engaging and personalized interaction with people, information, applications and business processes.
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Extranets in BusinessConnecting your business communities for success
Business Growth
Competitive Advantage
Cost Reduction
Partners
Extranet
Customers Partners
Customers Employees
Internet Intranet
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Why use an Extranet?
• Reduce supply chain inefficiencies • Interact with your loyal customer base• Extend customer self service strategies• Share business resources with partners• Enable mobile capabilities• Extend remote employee access
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Who is the Audience for an Extranet?
Organization ATHE BEST PEOPLE, IDEAS SYSTEMS &
INFORMATION
CommunityINDIVIDUAL EXPERTS
Organization BPARTNERS AND VENDORS
Organization AREMOTE EMPLOYEES,
AFFILIATES, BUSINESS UNITS
PublicCUSTOMERS
1
2
3
4
Your Extranet
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Extranets deliver real benefitsBenefits of a well planned and executed Extranet
Build loyalty
Knowledge
capture
Business growth
Reduce cost
Increase productivit
y
BRAND
X $
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RemaxAffiliate extranet costs lowered by 75 percent
Benefits
Solution
Higher productivity
Ease of implementation, maintenance
Total cost of ownership 75 % lower
Document library for storing and managing agent referral forms
Discussion forums for encouraging interaction and networking,.
A system for delivering alerts to agents
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Jones Lang LaSalleClient facing extranet
Benefits
SolutionCustomers receive comprehensive information on business status
Delivery of up-to-date information on Web pages
At-a-glance dashboards, and data access from other business systems
Enterprise content management boosts productivity, saves U.S.$500,000 yearly
International Web traffic up 100 percent
New capabilities delivered with minimal customization
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GafconProject Collaboration Extranet
SolutionSimplified project management proposal tracking system
Mining business intelligence to trackrevenue, division productivity and profitability
Providing customers with secure on-line inspection quotes
BenefitsBetter information faster delivery
time
Higher productivity – higher revenue
Expanded business opportunities
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What Does it Take to Deploy an Extranet?
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Extranet Requirements
SecurityPerformance
CollaborationAuthentication
Business Intelligence
New Service Applications
Email Integration
Branding
Employees
LOB ConnectivityMobile Access
Content ManagementSelf Service Portals
CommunitiesSearch
Customer Experience
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Extranet ChallengesThe reality of deploying and running an Extranet
Authenticatingexternal users
Understanding audiences, Adoption
Securing and retaining
intellectual property
Cost of maintaining a new system
Complexity capturing exchanges
Information locked in legacy
applications
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Why SharePoint for Extranets?
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The SharePoint Platform
Increase brand loyalty, lower customer care costs and increase competitive advantage via the SharePoint platform
OPTIMIZEOptimize your cost of doing business with a unified platform
ENGAGEAccelerate interaction and innovation with engaging experiences
CONNECTSecurely connect customers, partners and suppliers with relevant information and tools
Ideal for Extranet Solutions
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SharePoint Delivers Real Benefits
Securely connect customers, partners and suppliers with relevant information and tools
• Secure access to systems, people and content
• Quickly and easily authenticate
• Ease of Use
• Make content easily discoverable
• Enable collaboration and knowledge sharing
• Target experiences to build expertise
• Create decision making dashboards
• Unlock legacy content and information
• Start small. Grow fast.
Connect
Engage
Optimize
Accelerate interaction and innovation with engaging experiences
Optimize your cost of doing business with a unified platform
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SharePoint Delivers Real BenefitsSecurely Connect
Securely connect customers, partners and suppliers with relevant information and tools
• Secure access to systems, people and content
• Easily authenticate• Ease of Use
• Make content easily discoverable
• Enable collaboration and knowledge sharing
• Target experiences to build expertise
• Create decision making dashboards
• Unlock legacy content and information
• Start small. Grow fast.
Connect
Engage
Optimize
Accelerate interaction and innovation with engaging experiences
Optimize your cost of doing business with a unified platform
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Confidently Secure Content
BUSINESS READYSECURITYIntegrate and extend security across the enterprise
Help protect everywhere access anywhere
Simplify the security experience and manage compliance
As organizations look to drive growth, they need to increase collaboration and access to information, but must do so while protecting their assets. Microsoft Forefront delivers comprehensive, end-to-end solutions to help protect virtually everywhere and enable secure access virtually anywhere. The integrated portfolio of products help secure your environment and manage access across data, users, and systems.
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Easily Authenticate Users
Vendors, Customers
Partners Employees
Extranet/Internet ZoneClaims Based Authentication
FBAclaims
Windows claims
Claims based-mixed/multi mode authentication
https://corporate.contoso.com
The new claims based authentication model that is available in SharePoint 2010 that will help SharePoint administrators combine authentication types to improve end user experience. You may wish to create and maintain different channels for access by your extranet user groups. The combination of Multimode and Mixed Mode deployments help you to design the right access for your users.
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Ease of Use
Fluent UI (”Ribbon”)
In context editing Video streaming, rich media management
Familiar Office experience
It's all about the customer experience and the extranet is a logical extension of the brand. With a wide array of easy to use tools and out-of-the-box Web Parts users can easily add content to sites using point-and-click functionality. Additional Web Parts are available for a wide range of applications from key performance indicators to delivering rich interactive experiences with Silverlight.
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Deliver Real ResultsEngaging Experiences
Securely connect customers, partners and suppliers with relevant information and tools
• Secure access to systems, people and content
• Easily authenticate• Ease of use
• Make content easily discoverable
• Enable collaboration and knowledge sharing
• Target experiences to build expertise
• Create decision making dashboards
• Unlock legacy content and information
• Start small. Grow fast.
Connect
Engage
Optimize
Accelerate interaction and innovation with engaging experiences
Optimize your cost of doing business with a unified platform
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Make Content Discoverable
Content navigators with exact counts Connecting partners
and customers to resources and expertise
Document thumbnails
Document previews
SharePoint search enables users to find the information they need across unstructured assets (blogs, wikis, presentations, documents) and structured assets (reports, spreadsheets, analytical systems). Empower users to discover the right people and expertise to make better informed and more agile business decisions with business partners and other internal departments right out of the box.
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Collaboration and Knowledge Sharing
SharePoint 2010 provides a full set of tools that will allow your employees to quickly create any kind of extranet site from predefined templates inside a single infrastructure. This simplifies site management and publishing of information using one familiar system.
Shared document libraries with granular security
Declare blog posts and wiki pages as records
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Targeted Experiences
User A, an internal marketing resource, signs in
Based on permissions, certain information is available to User A
Access to ALL content
User B, an external sales resource, signs in
Based on permissions, user B is presented with a different set of targeted content
User C, an external vendor resource, signs in
Based on permissions, user C is presented with yet another set of content
In this age of user generated content and increased participation, employees, partners, vendors, and customers are all active stakeholders of your product or service. Companies are looking for interactive channels that allow them to collaborate with each of these audiences. The more your organization can adapt, the more likely you are to profit from these changes. SharePoint can help.
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Deliver Real Benefits
Securely connect customers, partners and suppliers with relevant information and tools
• Secure access to systems, people and content
• Easily authenticate• Ease of use
• Make content easily discoverable
• Enable collaboration and knowledge sharing
• Target experiences to build expertise
• Create decision making dashboards
• Unlock legacy content and information
• Start small. Grow fast.
Connect
Engage
Optimize
Accelerate interaction and innovation with engaging experiences
Optimize your cost of doing business with a unified platform
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Legacy Information Unlocked
The Internet
SharePointExtranet
Customers
CRM ERP LoB Siebel SAP Oracle Web 2.0
Partners Remote Employees
Surfaced in a secure, compelling user experience
External SharePoint users (different languages, locations, needs)
Firewall powered by Unified Access Gateway (UAG), which includes the Threat Management Gateway (TMG)
Microsoft Forefront Security for SharePoint
Easily access legacy systems and content (e.g. connect to CRM to distribute sales leads centrally manage sales opportunities)
Connecting users with the enterprise data they need to do their job – without having to leave the applications that they use today is what SharePoint and BCS is all about. With BCS, you have the capability to connect SharePoint and Office applications to any external system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics, Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.
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Improved Decision Making
Detailed shared revenue partner KPIs
Flexible graphic analysis
SharePoint empowers you to collaborate better and make more agile business decisions by providing access to the information your users need, when they need it. SharePoint insights capabilities provide a complete, integrated business collaboration platform that can empower employees to discover, analyze, and share the right information across unstructured and structured assets.
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Scalable and Supported
A sampling of the customers realizing the value SharePoint technologies bring to their extranet web based solutions. Let Microsoft help you get started with the next steps to make SharePoint ready for your enterprise.
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SharePoint Extranet Architecture
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Extranet – Crawl, Walk, Run
CrawlClaims/FBA
HTTPSCodePlex FBA Tool
OOB Branding
WalkClaims/FBA
HTTPSDev. Mem. Provider
Branded SolutionUAG/TMG
RunClaims/FBA
HTTPSDev. Mem Provider
LOB Application Integration
Highly BrandednAppliance w/
UAG/TMGDMZ
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Crawl – Claims/FBA
Vendors, Customers
Partners Employees
Extranet/Internet ZoneClaims Based Authentication
FBAclaims
Windows claims
Claims based-mixed/multi mode authentication
https://corporate.contoso.com
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Crawl Sample Extranet Architecture
Internet
Extranet Boundary
Firewall Powered by ISA
External SharePoint Users
InternalSharePoint Users
Web Front End
SQL Back End
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Walk – Claims/FBA Custom Membership Provider
Extranet/Internet ZoneClaims Based Authentication
FBAclaims
Windows claims
Claims based-mixed/multi mode authentication
https://corporate.contoso.com
Membership Provider
LOB Application Data
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Walk Sample Extranet Architecture
Internet
Extranet Boundary
Indexing Server
SQL Back End
MalwareInappropriate Content
Application Servers
Firewall Powered by UAG and TMG
External SharePoint Users
InternalSharePoint Users
Web Front End
Unified Access Gateway (UAG)
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Run – Highly BrandedRemax Extranet
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Run Sample Extranet Architecture
InternetIndexing Server
SQL Back End
Firewall Powered by UAG and TMG on nAppliance
External SharePoint Users
InternalSharePoint UsersWeb Front End
Application Servers
Unified Access Gateway (UAG)
Threat Management Gateway
DMZ
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Field SalesRep
FinancialPartner
Project ManagerEmployee
CorporateLaptop
Home PC Kiosk
AD
Related Apps
Remote Technician
Unmanaged Partner PC
Instead of the application handling the “checklist” individually, UAG features are overlaid for each resource
MOSS
File Access
Authentication
Encryption Endpoint Scan
Access Control
SSL VPN Cache Cleaning URL Translation
nAppliance with UAG
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Usage ScenariosHow are my users going to use the Extranet?
Scenario Benefit Implementation
Basic Document Collaboration
Simple and everyone needs it
OOB
Business Intelligence Provide insight to partners/customers
Configuration/Customization
Customer/Partner Self-service
PO’s, Inventory, Pricing Customization
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User BasesWhat types of users will use the Extranet?
User Base Location of Users Implementation
Employees Active Directory OOB
Contractors Active Directory OOB
Partners Partner Active Directory OOB – New Internal ADConfiguration - ADFS
Partners Not Active Directory Customization – ADFS/LDAP
Customer Customer Active Directory OOB – New Internal ADConfiguration - ADFS
Customer Not Active Directory Customization – ADFS/LDAP
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AuthenticationHow will my users authenticate?
Authentication Benefit Implementation
Active Directory Existing ExpertiseSimple
OOB
Active Directory Federation Services
Still ADDistribute User Mgt
Customization
LDAP/Custom/SQL Flexible Configuration
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User ProvisioningHow will external users get created?
Type Benefit Implementation
IT provision Simple and comfortable OOB
Self Provision through Active Directory Front End
Easy for Employees Configuration
Self Provision through Sharepoint
Easy for everyoneVisibility
Customization
Need to also think about – Who owns the userPassword resettingUser validationUser expirationUser auditing
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Site ProvisioningHow will sites get created?
Type Benefit ImplementationIT provisioning Single and comfortable OOBProvision through workflow Controllable Configuration
Self Provision through Sharepoint
Easy for everyoneVisibility
Customization
Need to also think about – Who owns the siteWho grants accessSite expirationSite auditingNDA informationRecords Management and/or compliance
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Content - ProtectingHow will content get protected?
Type Benefit ImplementationSite or item protection Easy to implement OOBContent Types More granular control ConfigurationRights Management Highest Level Protection Customization
Need to also think about – What kind of content is not allowedData Loss Prevention – Forefront and partners
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Content - AuditingHow to log what users do?
Type Benefit Implementation
Web/Sharepoint Auditing Built in logging and reports OOB
IMP Auditing/Custom Reports
Built in and more granular Configuration
Rights Management More restrictive and granular
Customization
Need to also think about – Recovery of lost informationInvolve Records Mgt and/or compliance team
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Content - ExpiringHow to get rid of content?
Type Benefit Implementation
Site expiration Simple and built in OB
Content Type/IMP More granular control Configuration
Rights Management Expire even when not in Sharepoint
Customization
Need to also think about – Records ManagementComplianceDeleting or Archiving
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Other Extranet Considerations
• User Self Service• Security Concerns – SharePoint People Picker• Mobility – Responsive Design
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Community Reinvestment Fund (CRF)
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• Description of who we are• Our Technology Strategy• Our Extranet Strategy
– Collaboration with outside parties– Secure document sharing– Information distribution
• Demo!• Wrap up and questions
Community Reinvestment Fund
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Community Reinvestment Fund, USA is committed to designing and executing new
ways to help small businesses succeed.
It is our purpose.
And, we’ve done it for 24 years.
CRF – A Small Business, Dedicated to Small Business
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AVAIL
• Loan Servicing Platform
• Document storage• Intranet• Extranet• Website• Special projects
• Contact management
• Sales process• Fundraising
• Borrower financials• Financial analysis
CRF Technology StrategyBuy when you can, Develop when you have to
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Extranet Strategy
• Key features on display in todays demo:
Using extranets to streamline information gathering from outside parties for import into line-of-business systems
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Wrap Up
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Minnesota User Groups
• Second Wednesday every month• Microsoft Office• 9:00 am – 11:30 am• www.sharepointmn.com
Avtex hosts SharePoint and UC User Groups
• Third Thursday every month• Microsoft Office• 9:00 am – 11:30 am• www.msucug.com
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SharePoint Extranet ADS
The two day Avtex Architectural Design Session (ADS) is a great way to start planning an Extranet solution on SharePoint.
An ADS helps to outline a proposed technical approach
• Infrastructure• Security model• Application integration• More
Architectural Design Session (ADS)
ADSContact us at [email protected]
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T H A N K Y O U !