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An Introduction to Microsoft Office SharePoint Server 2007

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 2007 Excel Services

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An Introduction to Microsoft Office SharePoint Server 2007

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  1. 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/

  2. Server Platform Investments • Office SharePoint Server 2007 • Excel Services • InfoPath Forms Services • Business Data catalog • Enterprise Search • Windows SharePoint Services • ASP.NET 2.0 integration • Workflow • Content types and meta data • Auditing • Feature & solution deployment Office SharePoint Server Windows SharePoint Services ASP.NET SQL

  3. Tools for any skill level

  4. Excel Services

  5. Excel Services • Excel 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

  6. Excel Services

  7. High quality web rending Zero-footprint Interactive: Set parameters, sort, filter, explore Browser Excel 2007 View and Interact Publish Spreadsheets Design and author Export/Snapshot into Excel Excel 2007 Programmatic Access Open in Excel for rich exploration and analysis Open snapshots SharePoint platform and Excel services Spreadsheets stored in doc libraries Spreadsheet calculation and rendering External data retrieval and caching 100% calculation fidelity Customapplications Set values, perform calculations, get updated values via web services Retrieve full workbook file Excel Services Architecture

  8. 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

  9. 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

  10. 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

  11. Excel Services • Excel Web Access Web Part • Web Service Calls • User Defined Functions

  12. Business Data Catalog

  13. 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

  14. Architecture of the Business Data Catalog Web Parts Lists Search User Profiles Custom Apps List Store Index Profile Store MetadataStore Business Data Catalog WSS Proxy ADO.NET Web Service SQL Server, Oracle, OLEDB, ODBC BizTalk, SAP, Siebel, Legacy, …

  15. Development LifeCycle

  16. Core Application DefinitionElements

  17. Metadata Model

  18. 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

  19. Business Data Web Parts

  20. Surfacing Data via BDC Business Data List with Query Custom List with Business Data Business Data List with Custom Action

  21. Custom Applications • Runtime Object Model • Applications for browsing the metadata repository and executing methods and filters on a line-of-business (LOB) application

  22. BDC • BDC web parts • Custom BDC web part

  23. Search

  24. Search Challenges Relevance and ranking; security, privacy and compliance; scalability, manageability and extensibility Enterpriseand IT Challenges Data and ExpertiseChallenges Files and e-mail on desktops; structured and unstructured data silos; untapped expertise Multiple search interfaces, systems, and logons; no unified search results User ExperienceChallenges

  25. Search Server 2008 • Updated and rebranded version of SharePoint Server 2007 for Search • Key investment areas and new features • Simplified Installation Experience • Enhanced Administration Interface • New Federation Capabilities • Performance and Stability Enhancements • Available in two versions • Search Server 2008 can be installed in a distributed topology to provide greater scale and redundancy • Search Server 2008 Express can only be installed in single server mode and is FREE

  26. Index and Search Architecture

  27. 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

  28. 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

  29. 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>

  30. Search • Search BDC

  31. Workflow

  32. Encapsulated logic for coordinating business processes Provides abstractions to model real world processes Valuable for modeling long running and stateful behavior What are workflows? state machine workflow sequential workflow

  33. Windows WorkFlow Foundation • Single 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

  34. Workflows in SharePoint • Workflows enforce a business process on all items in the SharePoint library or list

  35. Starting a Workflow

  36. Starting a Workflow

  37. Interacting with a Workflow • Interaction between a person and a running workflow is modeled using the notion of tasks.

  38. Office Integration

  39. Office Integration

  40. SharePoint Workflow Designer

  41. Visual Studio 2008

  42. Workflow • SharePoint Activities

  43. InfoPath

  44. 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 mantra • Shared controls, business logic, object model, • Design Checker designs for the targeted environment and run compatibility checks

  45. InfoPath

  46. More Information • http://www.microsoft.com/sharepoint • http://blogs.msdn.com/sharepoint/ • http://msdn2.microsoft.com/en-gb/office/ • http://msdn2.microsoft.com/en-us/office/aa905382.aspx

  47. MSDN in the UK • Visit http://msdn.co.uk • Newsletter • Events • Screencasts • Blogs

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