Transcript Shared Services

Server Development
Overview
Paul Appleby & David Gristwood
Application Architects
Developer & Platform Group
Microsoft Limited
Session Goals
This session is all about “what”, not “how”
Cover the pieces of Windows SharePoint
Services version 3 and Microsoft Office
SharePoint Server 2007 fit together
Enumerate the places within SharePoint
Products and Technologies where you can add
your own code
Guide you to the right sessions to cover the
specific development projects you have in mind
Provide a big picture – but a technical big picture
Agenda
SharePoint architecture
Development areas
Microsoft Office SharePoint Service
Shared services model
Session Roadmap
SharePoint’s Dual Nature
Two different but valid views of
1. A storage application
Lists, Views, Libraries, Versioning, Security, etc
2. A Web application interface
Pages, Web Parts, Security, etc
Fundamental Principle #1
Site definition basic unit of work
Defines every single site
…are made up of features
New to version 3
Are “capabilities” e.g. tracking, basic
collaboration, etc
…which reference components
e.g. web parts, event handlers, etc
…that may talk to shared services
e.g. Search
Fundamental Principle #2
SharePoint sites:
Consist of data
And only data, no “code behind”
Unlike ASPX programs in Visual Studio
Can reference code
events, Web Parts, pages, workflow assemblies
SharePoint is a runtime engine that brings
together all the elements on demand to
create a page
Based on who you, what you asked for, etc
Fundamental Principle #3
Shared Services is the new model for
manageable, enterprise scalable sites
Microsoft Office SharePoint Server provide
and use these
Windows SharePoint Services doesn’t ship
with any shared services OOB
Shared Services must:
Expect to be used by multiple Web applications from
multiple farms
Make themselves able to be surfaced in and managed
via SharePoint Central Administration**
Allow themselves to be managed by delegated
administrators
SharePoint Technology Stack
Applications/Portals
Collaboration
Enterprise
Content Mgmt.
Personalization
Search
Business
Process
Integration
Business
Intelligence
Project
Discussions
Calendars
E-Mail
Presence
Project Mgt.
“Lite”
Offline
Authoring
Approval
Web Publishing
Policy/Auditing
Rights Mgt
Retention
Multi-Lingual
Staging
My Sites
Targeting
People
Finding
Social
Networking
Privacy
Profiles
Indexing
Relevance
Metadata
Alerts
Customizable
User Exper.
Rich Forms
Web Forms
Biz Data
Catalog
Data in Lists
LOB Actions
Single Sign-On
BizTalk Integr.
Server Calc.
Web
Rendering
KPIs
Dashboards
Report Ctr.
SQL RS Int.
SQL AS Int.
Tasks
Schedules
Resources
Budgets
Deliverables
Reports
Core Workspace Services
Storage
Security
Management
Topology
Site Model
APIs
Repository
Metadata
Versioning
Backup
Rights/Roles
Pluggable Auth
Per Item
Rights Trimming
Admin UX
Delegation
Provisioning
Monitoring
Config. Mgmt.
Farm Services
Feature Policy
Extranet
Rendering
Templates
Navigation
Visual Blueprint
Fields/Forms
OM and SOAP
Events
Deployment
Operating System Services
ASP.NET (Web Parts, Personalization, Master Pages, Provider Model for navigation, security, etc. )
Database
Search
Workflow
Development Areas
•
Main areas you can hook in to:
1.
2.
3.
4.
5.
Data
Metadata
Behavior
ASP.NET extensions
Packaging
1 - Data
SP has lots of data
Documents
Calendars / Contacts / Announcements / Links
/ Surveys / Discussions …
Lists, libraries, views
Programmatic access to data and
documents
Update list, change status
Access via SP object model
2 - Metadata
Extensive used
Field definitions, list definitions, site definitions
New focus on Content Types
Reusable definition of a list schema
Specific fields
Hierarchical
Associate Behaviors
Events, Document Templates, Workflows
E.g. different types of business documents
Marketing, reports, expenses, change request
3 – Behavior (Events)
Events allow developers to modify the way
SharePoint behaves when working with data
call a web service, update a back end system, etc
Events supported on lists and libraries
Before and after events
Pre-synchronous with cancellation and filtering
Enforce business logic
Can register multiple event receivers
Attach Events at Web or Item Level
Session Roadmap
Behavior (Workflow)
SharePoint hosts Windows Workflow Foundation
Attach workflow to data in SP
Can start manually or automatically
Workflows
OOB Workflow
Workflow related activities
Workflow user interactions
Tools
Visual Studio
SharePoint Designer
Session Roadmap
4 - ASP.NET Extensions
It’s no longer “should I use ASP.NET or
SharePoint sites?”
It’s “should I use ASP.NET to write from
scratch or to extend SharePoint sites?”
SharePoint has great strengths around
provisioning and re-use
Web Parts
Custom controls
Custom pages
User/role providers
Session Roadmap
5 - Packaging
Developers supporting admins
Ease deployment and roleout
Features
Address storage and manipulation
Encompasses list / view/Web Part / Event Handler /
workflow component / etc.
Part of a Site Definition
Sharable across site definitions
Agenda
SharePoint architecture
Development areas
Microsoft Office SharePoint Service
Shared services model
Microsoft Office SharePoint Server
Many major pieces of server functionality in
Office 2007 involve adding a feature and a
shared services to WSS
Microsoft Office SharePoint Server is the ultimate
SharePoint development example
Most of Microsoft Office SharePoint Server 2007
consists of:
Features (with lots of components)
Site Definitions
Blogs, wikis, meeting workspaces, document workspaces,
Shared Services
e.g., Indexing, Search, Excel, InfoPath Forms
WSS vs. MOSS Development
Applications/Portals
Collaboration
Enterprise
Content Mgmt.
Search
Personalization
Business
Process
Integration
Business
Intelligence
Single Sign-On
BizTalk Integr.
SQL RS Int.
SQL AS Int.
Project
More declarative development
Authoring
My Sites
Server Calc.
Discussions
Indexing
Rich Forms
Tasks
Approval
Targeting
Web
Web Forms
Calendars More solution development,
Relevance
Schedules
integration
work
Web Publishing
People
Rendering
Biz
Data
E-Mail
Metadata
Resources
Policy/Auditing
Finding
KPIs
Catalog
Presence
Alerts
Budgets
Rights Mgt
Social
Dashboards
Data in Lists
Project Mgt.Room
Customizable
client
Retentionto extend
Networking with components,
Report Ctr.UI Deliverables
LOB Actions
“Lite”
User Exper.
Reports
Multi-Lingual
Offline
Staging
Privacy
Profiles
Core Workspace Services
Storage
Security
Management
Topology
APIs
Site Model
MoreRights/Roles
code-intensive
development
Admin UX
Config. Mgmt.
Rendering
Auth
Delegation
Farm Services
Templates
MorePluggable
component,
feature
development
Per Item
Provisioning
Feature Policy
Navigation
Repository
Metadata
Versioning
Backup
Rights Trimming
Monitoring
Extranet
Visual Blueprint
Fields/Forms
OM and SOAP
Events
Deployment
Operating System Services
ASP.NET (Web Parts, Personalization, Master Pages, Provider Model for navigation, security, etc. )
Database
Search
Workflow
Excel Services Architecture
Excel engine available
on the server
Central storage - “one
version of the truth”
Protect business logic
Web Part allows users to
view / interact with live
workbook using browser
Web Services allows
programmatic access
Use as calculation engine
•
No VBA or macros
supported
Use User-Defined
Functions (UDFs)
Session Roadmap
InfoPath Form Services
WSS Provides back end processing for
InfoPath
“InfoPath for the web”
Server side generation / handling of forms
Users do not require InfoPath client
Forms developed with InfoPath editor
Template parts (“formlets”)
Visual Studio Tools for Applications (VSTA)
(VSTO is Office specific VSTA)
Forms become content type on publish
Content type is responsible for extra UI
Enables re-use
Session Roadmap
Business Data Catalog
Integration of back end system data into
SharePoint
No custom code needed
Define metadata that describes business entities
Used for Display,
indexing, etc
BDC aware Web Parts
Add columns to lists, etc
Custom actions
Look up, write-back, etc
Metadata management
tools
Business Data List Web Part
Business Data column in a list
Action inside a Business Data List Web Part
Session Roadmap
SharePoint Collaboration
Technology
Higher-value application level resources
Tracking items, project tasks, issue tracking
e.g. Issue tracking supports sending email when
ownership assigned
Wiki, Blog, discussions, etc
Email integration
Lists can now receive emails
Can write custom email handlers
Directory services integration
Create/manage distribution lists
Session Roadmap
Search Services
Customize/extend Search Center
Set of Custom Search Web Parts
Add tabs with custom actions
Modifying the Search Core Results Web Part
XSLT
Customize alerts
Search engine exposed through API
Index custom data
Protocol handlers and IFilters
Business Data Catalog
Search Services
SharePoint search
limited to within
current site
collection
Office Search can
search file shares,
Exchange, external
web sites, etc
Session Roadmap
Fundamental Principles
SharePoint site definitions are made up of
features which reference components that
may talk to shared services
SharePoint sites consist of data described
by definitions that can reference code and
contain instancing information for
components
Shared Services are high-value, resourceintensive processes that can be managed
within SharePoint Central Administration
by delegated administrators
© 2006 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.