Transcript 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
[email protected]
http://blogs.msdn.com/David_Gristwood/
Server Platform Investments
Office SharePoint Server 2007
Office SharePoint
Server
Windows SharePoint
Services
ASP.NET
SQL
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
Tools for any skill level
Excel Services
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
Excel Services
Excel Services Architecture
Browser
Excel 2007
Design and
author
Publish
Spreadsheets
High quality web rending
Zero-footprint
Interactive: Set parameters,
sort, filter, explore
View and
Interact
Export/Snapshot into Excel
Programmatic Access
SharePoint platform and Excel
services
Spreadsheets stored in doc libraries
Spreadsheet calculation and rendering
External data retrieval and caching
100% calculation fidelity
Excel 2007
Open in Excel for rich
exploration and analysis
Open snapshots
Custom
applications
Set values, perform calculations, get
updated values via web services
Retrieve full workbook file
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
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
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
Excel Services
Excel Web Access Web Part
Web Service Calls
User Defined Functions
Business Data Catalog
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
Architecture of the Business Data Catalog
Web
Parts
Lists
List Store
User
Profiles
Search
Index
Custom
Apps
Profile Store
Metadata
Store
Business Data Catalog
WSS Proxy
Web Service
ADO.NET
SQL Server, Oracle, OLEDB, ODBC
BizTalk, SAP, Siebel, Legacy, …
Development LifeCycle
Analyze the
business
requirements
Build Web
Services layer
for LOB
system
(optional)
Model the
system using
application
definition
Populate BDC
Metadata
Store
Design
solutions
using
business data
features
Core Application Definition Elements
LobSystem
LobSystemInstance
Entity
Method
MethodInstance
Association
• Definition of a data source (SQL Server, SAP, Siebel, CRM,
…)
• Access to the system (connection details)
• A real-world thing in the system (e.g. customer, order,
product, invoice, employee, …)
• An operation on an entity (e.g. GetOrders,
GetInvoicesForCustomer, …)
• A way to use a method (e.g. Finder, SpecificFinder,
IDEnumerator)
• A relationship between two entities
Metadata Model
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
Business Data Web Parts
Web Part
Description
Business Data List
Web Part
Displays a list of entity instances from a business application registered in
the Business Data Catalog. For example, you can use a Business Data List
Web Part to display all the customers or orders from the
AdventureWorksDW database.
Business Data Items
Web Part
Displays the details of an entity instance from a business application. For
example, you can use a Business Data Items Web Part to display the details
of a particular customer or order from the AdventureWorksDW database.
Business Data Related
List Web Part
Displays a list of related entity instances from a business application. For
example, you can use a Business Data Related List Web Part to display all
the orders for a particular customer from the AdventureWorksDW
database.
Business Data Actions
Web Part
Displays a list of actions associated with an entity as defined in the Business
Data Catalog. For example, you can use a Business Data Actions Web Part
to display all the actions that portal users can perform on the Customer
entity. Some examples of these actions are to send e-mail to a customer or
edit the address of a customer.
Surfacing Data via BDC
Custom Applications
Runtime Object Model
Applications for browsing the metadata repository and
executing methods and filters on a line-of-business (LOB)
application
BDC
BDC web parts
Custom BDC web part
Search
Search Challenges
Enterprise
and IT Challenges
Relevance and ranking; security,
privacy and compliance; scalability,
manageability and extensibility
Data and Expertise
Challenges
Files and e-mail on desktops;
structured and unstructured
data silos; untapped expertise
User Experience
Challenges
Multiple search interfaces,
systems, and logons; no
unified search results
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
Index and Search Architecture
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
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
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>
Search
Search BDC
Workflow
What are workflows?
• Encapsulated logic for coordinating business processes
Provides abstractions to model real world processes
Valuable for modeling long running and stateful behavior
sequential workflow
state machine workflow
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
Workflows in SharePoint
Workflows enforce a business process on all
items in the SharePoint library or list
SQL Server
Document
Library
Site 1
Site 2
…
Site N
Windows Server 2003
Workflow Instances
Associations
List
Item A
Workflow
Templates
WF Runtime Engine
Windows SharePoint Services
Item B
Item C
...
Internet Information Services
Microsoft Office
Applications
Web Browser
Starting a Workflow
Starting a Workflow
Interacting with a Workflow
Interaction between a person and a running workflow is
modeled using the notion of tasks.
Office Integration
Office Integration
SharePoint Workflow Designer
Visual Studio 2008
Workflow
SharePoint Activities
InfoPath
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
InfoPath
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
MSDN in the UK
Visit http://msdn.co.uk
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© 2007 Microsoft Ltd. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.