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SharePoint and Office Client Integration

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SharePoint and Office Client Integration – PowerPoint PPT presentation

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Title: SharePoint and Office Client Integration


1
Welcome to the Iowa SharePoint User Group
http//www.sharepointia.com
2
Agenda
  • Quick Intro
  • The Wheel
  • Core Platform
  • Content Management
  • Business Intelligence
  • Business Processes
  • Collaboration
  • Search
  • Portal Q A / Networking

http//www.sharepointia.com
3
User Group Goal / Objectives
  • Develop and support a local community focused on
    Microsoft SharePoint Technologies
  • Educate user group members about SharePoint
    Technologies
  • Transfer knowledge within the community
  • Communicate best practices
  • Introduce new products / solutions

http//www.sharepointia.com
4
Introductions IASPUG Sponsors
  • Inetium (www.inetium.com)
  • Bloomington, MN based Microsoft consulting
    company
  • Microsoft Gold Certified Partner
  • Practice Area focused on Information Worker
    Technologies
  • Des Moines Area Community College
    (www.dmacc.edu)
  • Microsoft (www.microsoft.com)
  • Im guessing youve heard of them

http//www.sharepointia.com
5
www.sharepointia.com
  • Website for user group
  • SharePoint resource documents
  • SharePoint resource websites links
  • RSS Feeds
  • Meeting Schedule
  • Past User Group Presentations

www.sharepointia.com
http//www.sharepointia.com
6
Upcoming Schedule
  • Next Meeting
  • May 8th 900 AM to 1130 AM
  • DMACC, Des Moines Area Community
    College Building/Room Building 7 Conference
    Center - Maple Room
  • Ongoing Schedule
  • Every other month
  • 900 to 1130 am
  • DMACC, Des Moines Area Community
    College Building/Room Building 7 Conference
    Center - Maple Room

http//www.sharepointia.com
7
Conferences
  • SharePoint Connections March 25-28 Orlando,
    FL http//www.devconnections.com/shows/SP2007SP/de
    fault.asp?s91
  •  
  • Advisor Summit May 6-10  Anaheim, CA 
    http//advisorevents.com/cte0705p.nsf/w/cmsMain
  • Microsoft Business Intelligence Conference - May
    9-11 Seattle, WA  http//www.microsoftbiconfere
    nce.com/
  • Tech Ed June 4-8  - Orlando, FL  
    http//www.microsoft.com/events/teched2007/defaul
    t.mspx 
  • PDC October 2-5  - Los Angeles, CA 
    http//msdn.microsoft.com/events/pdc/
  • SharePoint Connections Fall Las Vegas, NV

http//www.sharepointia.com
8
Microsoft Office SharePoint Server
9
Microsoft Office SharePoint Server 2007 (MOSS)
  • Major component of
  • Office System 2007
  • Web platform
  • Clients talk to servers
  • BI
  • PM
  • ECM
  • Search
  • Portal
  • Collaboration

10
SharePoint as a Platform
Single Infrastructure for Intranet, Internet, and
Extranet Portals
  • Single infrastructure
  • Multiple scenarios

11
(No Transcript)
12
Core Platform
13
General Improvements
  • Navigation
  • Breadcrumb
  • Improved views
  • Item level security
  • Security trimmed UI
  • Better menus
  • Recycle Bin

14
Demo
15
Content Management
16
What is Content Management?
  • The ability for end users to manage content in a
    variety of forms online without necessarily
    having to enlist IT to do so.

Content Management
17
Content Management in the Office System
  • Document Management
  • Metadata Profiling documents
  • Integration with Office Document information
    panel, document action bar
  • Records Management
  • Policy and Auditing Retention schedules and
    policies
  • Records Repository site template Records vault
  • Web Content Management
  • Corporate Internet Site Template Public facing
  • Authoring and Approval Publishing schedules,
    routing, approval

Content Management
18
Document Management on the Server
  • SharePoint is the backend
  • Metadata
  • Workflow
  • Security

Content Management
19
Document Management using the Client
  • Office provides document information panel
  • Metadata
  • InfoPath form
  • Improves visibility
  • Can be branded
  • Document publishing

Content Management
20
Slide Management using PowerPoint
  • SharePoint
  • Publish slides
  • Build slide deck automatically
  • Metadata

Content Management
21
Document Management Scenarios
  • HR Documents
  • Policies and Procedures
  • Employee Manual
  • Project documents
  • Requirements
  • Specifications
  • Product documentation
  • Legal Documents
  • Contracts

Content Management
22
Records Management
  • Customized retention policies
  • Holds
  • Audits

Content Management
23
Creating Records Management Policies
  • Audits
  • Workflows
  • Expiration dates

Content Management
24
Records Management Scenarios
  • Contracts
  • Retention Policy based on expiration
  • Standard Operating Procedures (SOPs)
  • IT Policies
  • Security policies
  • Legal Documents
  • Contracts

Content Management
25
Web Content Management
  • End user driven
  • Rich text editor
  • Publication date
  • Approval workflow

Content Management
26
Web Content Management
  • End user driven
  • Rich text editor
  • Publication date
  • Approval workflow

Content Management
27
Web Content Management Scenarios
  • Public facing website
  • Intranet home page
  • Corporate communications
  • Extranet collaboration

Content Management
28
Business Intelligence
29
What is Business Intelligence?
  • Improved visibility of information to make better
    business decisions via analysis and reporting
  • Answering one question often drives more
    questions
  • Often brings data together from multiple systems

Business Intelligence
30
Office 2007 Business Intelligence Investments
  • Excel client
  • Excel Services
  • Dashboards
  • Key Performance Indicators (KPIs)
  • Filter Web Parts
  • Report Center/Report Library
  • Business Data Catalog (BDC)

Business Intelligence
31
Excel Services What is it?
  • New server technology in MOSS 2007
  • Load, calculate and display Excel Workbooks in
    MOSS 2007
  • Thin client view in browser
  • Published workbooks can connect to external data
  • Designed to cut down on proliferation of Excel
    files

Business Intelligence
32
Excel Services How does it work?
MOSS 2007
33
Example Publishing from Excel to Excel Services
  • End user creates spreadsheet in Excel 2007
  • Publishes it to SharePoint Excel Services
  • Configures the view of the spreadsheet in
    SharePoint

Business Intelligence
34
Example Create spreadsheet in Excel 2007
Business Intelligence
35
Example Publish to Excel Services
Business Intelligence
36
Example Connect Excel Web Access Web Part
Only shows published sheet
Business Intelligence
37
Dashboards / KPIs / Filters
Business Intelligence
38
Business Data Catalog
  • Expose Data to SharePoint
  • Custom Line of Business Data
  • Database or Web Services
  • Can be used as metadata
  • Automatically provides lookup functions

Business Intelligence
39
Business Data Catalog
Business Intelligence
40
Key Performance Indicator (KPI) List
  • List template
  • Graphically displays KPIs
  • Use to track metrics
  • Data from multiple sources
  • SharePoint Lists
  • Excel Services
  • SQL Analysis Services 2005
  • Manually entered

Business Intelligence
41
KPI Web Part
  • Displays KPIs in SharePoint

List ?
Detail ?
Business Intelligence
42
Filtering Data in SharePoint
  • Used to filter data
  • Multiple filter types
  • Authored List
  • Business Data Catalog
  • Current User
  • Date
  • Query String (URL)
  • SharePoint List
  • SSAS
  • Text

Business Intelligence
43
Bringing it all together in SharePoint
Filters
Excel Services
KPIs
Business Intelligence
44
Business Intelligence Scenarios
  • Operational dashboard
  • Departmental dashboard
  • Balanced scorecard
  • Individual performance KPI list

Business Intelligence
45
Business Processes
46
What is Business Process Management?
  • Automation of processes via workflow and digital
    forms

Business Processes
47
Business Process Management / Digital Forms
  • Browser Based Forms
  • Web capable InfoPath 2007 forms
  • Form Import
  • Import forms from Word and Excel into InfoPath
  • Compatibility Checker
  • Ensure forms will work with various users and
    tools (web, InfoPath client etc.)
  • Workflow
  • SharePoint Libraries and lists can be workflow
    enabled. Some workflows are provided out of the
    box

Business Processes
48
Office 2007 Digital Forms Landscape
  • Microsoft Office InfoPath 2007
  • Client application for designing forms
  • Smart Client for filling out forms
  • Microsoft Forms Server (Part of Microsoft Office
    SharePoint Server)
  • Allows you to fill out forms via Web and Mobile
  • Improved Workflow Integration
  • Managed forms templates to host trusted forms
  • Manage Data Connection Files

Business Processes
49
InfoPath 2007 Improvements
  • Web capabilities
  • Mobile capabilities
  • Integration with Outlook
  • Word and Excel conversion
  • Template Parts
  • Connection to workflow

Business Processes
50
Forms Server
  • Web based
  • Mobile
  • Workflow
  • Design once
  • Some features
  • Dont work

Business Processes
51
Workflow in the Office System
  • SharePoint libraries / lists have Workflow
  • Office 2007 clients connect to workflow

Business Processes
52
Workflow in the Office System
  • Office 2007 clients connect to workflow
  • Users can take action in client tool

Business Processes
53
Workflow in Outlook
  • Notifications
  • Task tracking in email
  • Task completion in email

Business Processes
54
Using SharePoint Designer to Write Workflows
Business Processes
55
Workflow Options
LOB Integration (BizTalk)
Visual Studio and Workflow SDK
Purchase Order Processing
Custom Tracking Apps Service Requests Asset
Tracking
SharePoint Designer Workflows
Document Processes Spec Review Weekly Status
Report
Structured
Ad Hoc
Custom Form Actions Email Notification Exception
Handling
Server Features List Moderation Publishing
Process Document Expiration Translation Process
Document Review (parallel)
Out-of-the-Box Solutions (with customization)
Ringi (eApproval)
Task Issue Tracking (WSS, Access, Project)
Document Approval (serial)
Custom Routing
Signature Collection
Business Processes
56
Business Process Management Scenarios
  • Expense report
  • Vacation request
  • New employee process
  • Document approval
  • Service request
  • Status report
  • Travel request

Business Processes
57
Collaboration
58
What is Collaboration?
  • Teaming amongst people often across various
    boundaries, geographic, departmental,
    organizational.

Collaboration
59
Collaboration
  • Document Collaboration
  • Wiki and Blogs
  • Team Collaboration
  • Project Management Lite
  • Email enabled sites
  • Real-time Collaboration
  • Peer to Peer Collaboration

Collaboration
60
SharePoint Collaboration using Wikis / Blogs
  • End users provide content

Collaboration
61
SharePoint Discussion Boards
  • Email Enabled
  • RSS View
  • Outlook Integration

Collaboration
62
Project Management Lite
  • Built into SharePoint
  • Gantt charting

Collaboration
63
Peer to Peer Collaboration using Groove
  • Peer to peer
  • Encryption
  • Integration w/
  • SharePoint
  • InfoPath

Collaboration
64
Real-Time Collaboration using Office Communicator
  • Real-Time
  • Instant Messaging
  • Video
  • Application sharing
  • Mobility
  • Presence
  • VoIP
  • Integration
  • Outlook
  • SharePoint

Collaboration
65
Collaboration Scenarios
  • Project collaboration
  • Meeting collaboration
  • Cross Functional Teams (CFT)
  • Document collaboration
  • Budgets
  • Proposals
  • Contracts

Collaboration
66
Search
67
What is Search?
  • A mechanism to search and retrieve information
    from a number of places including documents,
    websites, people and databases.

Search
68
Search
  • Business Data Search
  • Allows indexing of data in a relational database
  • People Searching
  • Dedicated search tab for people, Results are
    based on social distance from you.
  • Improved Relevance
  • Revamped ranking engine developed in
    collaboration with Microsoft Research and MSN
    Internet Search
  • Search within client tools including email search
    in Outlook

Search
69
Search
  • Search
  • Data
  • People
  • Documents
  • Content
  • Tabbed interface
  • Did you mean

Search
70
Search Scenarios
  • Searching for documents in the organization
  • Searching for customers in a database
  • Searching the internet ? competitors sites ?
    Alerts

Search
71
Portal
72
What is a Portal?
  • Gateway into information coming from a number of
    locations.

Portal
73
SharePoint Portal
  • Portal Site Templates
  • Intranets, Internet sites and more
  • Site Manager
  • Drag and drop tool for managing SharePoint
    navigation, look and feel and security
  • Social Networking / My Sites
  • Web parts that connecting individuals via shared
    SharePoint sites, distribution lists and others
  • SharePoint Sites and Document Rollup Web Part
  • Lists all sites you are a member of and documents
    you have published.

Portal
74
SharePoint Templates
  • Wiki
  • Blog
  • Intranet
  • Records Management
  • Report Center
  • Custom
  • More

Portal
75
My Sites
  • Public
  • Private
  • Social Networking
  • Org info
  • Roll ups

Portal
76
Portal Scenarios
  • Intranet
  • Extranet
  • Customer
  • Vendor
  • Partner
  • Individual

Portal
77
Resources
  • Microsoft SharePoint Products and Technologies
  • http//www.microsoft.com/sharepoint/
  • Microsoft SharePoint Products and Technologies
    Team Blog
  • http//blogs.msdn.com/sharepoint/
  • SharePoint Products and Technologies Community
  • http//www.microsoft.com/technet/community/en-us/s
    harepoint/default.mspx

Meeting Resources
78
Q A
79
Give Away
80
Thanks for coming!
http//www.sharepointia.com
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