Microsoft Office

Rendszer 2007 tréning

Bátorfi Zsolt
platform szakértő
Microsoft Magyarország
Napirend
I. Funkcionális áttekintés
Fejlesztési irányvonalak
Tartalomkezelés
Csoportmunka
Workflow
Üzletintelligencia
Kliens oldali újdonságok
Napirend, folyt.
II. Architektúrális áttekintés
Fundamentumok, fejlesztői szemmel
Rendszerfelépítés
Tárolási modell
Biztonság
Keresés
Eseménykezelés
Workflow
Megoldások csomagolása, telepítése
Fejlesztőeszköz támogatás
Napirend, folyt.
III. Megosztott szolgáltatások
Excel Services
Report Center
Form Services
Document Repository
Web Content Management
Business Data Catalog
Fejlesztési irányvonalak

Collaboration Content
management

Portals
Search

Streamlined Business
processes intelligence

Word Business
processing modeling

Business
data
Presentations managemen
t
Information
Management
 Extranet

Enterprise Internet

Division

Team
Individual
producing, managing, and securing any kind of
content

Opportunities Key Capabilities

Internet-facing public Content Types
presence sites Integrated workflow
Multilingual/multi- Policies, events
device sites and
content Property panels
Compliance solutions Content deployment
Editing/publishing Page authoring,
applications production
“SharePoint-aware” Unified store
document editors SharePoint Designer
objectives

Opportunities Key Capabilities

Team content SharePoint sites
development Templating
Tracking solutions and infrastructure
project management Rich doc/data storage
Community sources of OOB list tools, including
email, FAQs, contacts, blogs, wikis, issues,
etc. projects
Real-time presence Extensible RTC (server
factored into formal bots, client extensions)
processes
Groove Enterprise Data
Bridge, forms, tools
Offline experience
Connecting, enhancing, and reusing
organizational assets

Opportunities Key Capabilities

Employee self-service XML File Format
Command-and-control Windows Workflow
People-centric UI for Foundation
structured business InfoPath technology
processes Business Data Catalog
Composite Enterprise Single Sign-
applications On
VSTO-created add-ins
BizTalk Server interop.
WSRP consumer
DataViews
Opportunities Key Capabilities
Financial results Excel technology
management Report Center
Performance Key Performance
monitoring and Indicators
reporting Business Data Catalog
Production status SQL Server Reporting
monitoring Services integration
What-If Analysis and
planning Filtering API
DataViews
Visio BI
Access
Project technology
possible

Opportunities Key Capabilities

Assessing subject Search Center
matter expertise Business Data Catalog
Navigating query integration
results using Search Web service
metadata
People search
Multi-source queries
and results synthesis Protocol Handlers
Using search within IFilters
custom clients, Subscriptions (Alerts,
servers RSS)
Napirend, folyt.
II. Architektúrális áttekintés
Fundamentumok, fejlesztői szemmel
Rendszerfelépítés
Tárolási modell
Biztonság
Keresés
Eseménykezelés
Workflow
Megoldások csomagolása, telepítése
Fejlesztőeszköz támogatás
Windows SharePoint
Services’ Dual Nature
A storage With a Web
application… application
Lists interface
Views Pages
Libraries Web Parts
Versioning Security
Security Web services
… …
Fundamental Principle #1
SharePoint site definitions
…are made up of features
…which reference components
…that may talk to shared services
Fundamental Principle #2
SharePoint sites:
consist of data – and only data
are described by definitions
site, feature, list
can reference code
events, Web Parts, pages, workflow
assemblies
contain instancing information for
components
Fundamental Principle #3
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
Windows SharePoint Services doesn’t
ship with shared services, but
Microsoft Office SharePoint Server
provides many
SharePoint Technology
Stack
Collaboration Enterprise
Applications/Portals
Personalization Search Business
Process
Business Project
Content Mgmt. Intelligence
Integration
Discussions My Sites Tasks
Authoring Indexing Rich Forms Server Calc.
Calendars Targeting Schedules
Approval Relevance Web Forms Web
E-Mail People Resources
Web Publishing Biz Data Rendering
Finding Metadata
Presence Policy/Auditing Catalog KPIs Budgets
Social Alerts
Project Mgt. Rights Mgt Data in Lists Dashboards Deliverables
Networking Customizable
“Lite” Retention LOB Actions Report Ctr. Reports
Privacy User Exper.
Offline Multi-Lingual Single Sign-On SQL RS Int.
Profiles
Staging BizTalk Integr. SQL AS Int.

Core Workspace Services

Storage Security Management Topology Site Model APIs

Repository Rights/Roles Admin UX Config. Mgmt. Rendering Fields/Forms

Metadata Pluggable Auth Delegation Farm Services Templates OM and SOAP
Versioning Per Item Provisioning Feature Policy Navigation Events
Backup Rights Trimming Monitoring Extranet Visual Blueprint Deployment

Operating System Services

ASP.NET (Web Parts, Personalization, Master Pages, Provider Model for navigation, security, etc.)

Database Search Workflow

ASP.NET Extensions
It’s never “should I use ASP.NET or
SharePoint sites?” – it’s “should I use
ASP.NET to write from scratch or to
extend SharePoint sites?”
Web Parts
Custom controls
Custom pages
User/role providers
Site Model
Containers for your application
SPFarm
SPWebApplication
Administration
SPSite Farm
SPWeb (Root) (SPFolder) Web Application
Content
Site Collections
(SPSite)
Sites (SPWeb)
SPWeb (SPFolder)
Template Driven
What’s New?
Move webs
Less barriers across
webs
 A Sample Hierarchy
http://contoso SPSite

http://contoso – Intranet SPWeb

Portal
http://contoso/DocumentCenter – Document SPWeb
Repository
http://contoso/Reports – Report Center SPWeb

http://contoso/blog – Blog SPWeb

http://contoso/HR – Team Site SPWeb
http://contoso/HR/Benefits – Team Site SPWeb
http://contoso/HR/Benefits/Comp – Team Site SPWeb

http://contoso/HR/Benefits/Comp/status/ – Meetings SPWeb

Workspace

http://contoso/mysite SPSite
Lists And Libraries
Fields and Field Types
Customizable Lists and
SPSite
Libraries
SPWeb (Root)
Field Types:
SPList (Catalog)
SPListItem
Rich Text
Choice
SPFolder
SPFile Currency
(plus other lists and libraries)
Lookups to Lists, Users
SPWeb Calculated Columns

SPList What’s New?

SPListItem
Append-Only Fields
SPFolder
SPFile
Multi-Valued Lookups
(plus other lists and libraries) Custom Field Types
Lists And Libraries
Custom field types

Extend out-of-the-box field types

Field type XML definition
(fldtypes*.xml) and Base Class
Defines field properties
Example: “AllowCustomNames” for a
Customer Picker field
Can create field UI to collect these properties
Provide a value object
Provide validation
Provide user interface
Security
Cascading Security
Web Level Security
List Level Security
Cross-Site Groups
What’s new in V3?
Item Level Security
Folder Security (within List/Library)
Web Application Policy
Permission Levels (site groups
deprecated)
ASP.NET Authentication
Security
Groups and users
defined at the site
SPSite
collection level
SPWeb (Root)
SPList (Catalog) Roles defined at
SPListItem
the site level
SPFolder
SPFile
(plus other lists and libraries) Permissions cascade
SPWeb down site to web, web
to list, list to item
SPList
SPListItem

SPFolder
SPFile
(plus other lists and libraries)
Libraries
Check-in/Checkout

Check-in/Check-out of files
What’s New?
Required Checkout
Stricter version enforcement
Better control in multi-user situations
Required Properties Enforcement
Documents with missing properties are
checked out by default
Can’t check in with missing properties
 MajorCampaign.doc
Lists 3.0 – Public Version
Versioning
3.1 – Only
authors can
Basic Versioning see
What’s New? Check-
out
Major/Minor Versioning
Major Versions are 3.2 – Only
“Published” – all readers user with
document
can see checked out
Minor Versions are can see
“Drafts”
Check-in
3.2

Versions for List Items 4.0 Publish

Version Differences
Schema Management
Column Templates
Centralized field management
E.g., all “Priority” fields should have 3
choices: 1, 2, 3
Content Types
Reusable definition of a list schema
Multiple Content Types per list
Stored on root web, cascades to lists
Associate Behaviors
Events
Document Templates
Workflows
Content Types
Hierarchy
Allows individual customization of an
organization's types
“My Company” definition of a type versus “My Team”
definition
Base
Document

Microsoft Wide Microsoft Microsoft

Customer Expense Review
Research Report Form

Office Team
Customer
Research
Auditing
Track Changes on Data

Turn on auditing for lists and libraries

SPAudit: Auditing Settings, Log
Management
SPAuditEntry: Information about an
Event
Opt-in Security Changes
Track: CheckIn/CheckOut
Views Schema Change
Updates Workflow Change
Deletes
Moves
Store Object Model
Work with your Data in SharePoint

SPSite Server-side Object Model

SPWeb (Root)
SPList (Catalog) What’s New?
SPListItem
Property Bags
SPFolder
Impersonation &
Elevation
SPFile
(plus other lists and libraries)

SPWeb
SystemUpdates
SPContext
SPList
SPListItem
Use this in web pages!
SPFolder SPUtility
SPFile
Extensible Admin
(plus other lists and libraries)
Objects
Search Development
Customize/extend Search Center
Add tabs
Modify XSLT, CSS on results
Modifying query parameters
Custom search Web Parts
Customize alerts
Custom search Web service clients
Index custom data
Protocol handlers and IFilters
Business Data Catalog
Search Center
Anatomy Of Results Page
SEARCH BOX HIDDEN SHARED OBJECT

ACTION LINKS
STATISTICS PAGINATION

HIGH CONFIDENCE MATCH

CORE SEARCH RESULTS

MATCHING
KEYWORDS
AND BEST BETS
Events
Control Built-In SharePoint Behaviors and Integrate with
WSS

Post-async Events for libraries

What’s New?
Events on lists and libraries
Pre-synchronous with cancellation and filtering
Multiple event receivers
Event Receivers per-list Item
Bind Events at Web or Item Level
List schema events
Web deletion events
Office Workflow
Ecosystem Access
SharePoint
Authoring
BrowserDesigner
OutlookApps
UI
SharePoint Services
Source Task
List List

History Reporting
List & Admin
Initiation and
parameter
WF Web
setting
Wizard-basedService
authoring
Task Completion
Task
Initiation and
Administration
Notification
Forms
parameter
Reporting
Reporting/Status
integration
setting
Task
Initiation
Completion
Application
Ad-hoc
deployment
Customization
Parameter setting
(Forward/Delegat
Ad-hoc
e)
Customization
Task Completion
(Forward/Delegate)
Task Notification
and Completion
 Workflow Authoring
Scenarios

Hoc
Structured
LOB
Integration

Visual Studio and Industry

specific processes
Workflow SDK Purchase orders
Product lifecycle mgmt

Custom Tracking
Apps
Service Requests
SharePoint Asset Tracking
Designer Workflow Custom Form Actions Document Processes
Email Notification Spec Review
Exception Handling Weekly Status Report

Tracking Applications
Out-of-the-Box Issue tracking

Solutions
(with customization) Routing and Approval Office Server Features
Review – Approval List Moderation

Ad
Signature collection Publishing Process
East Asian workflow Document Expiration
Workflow Authoring Tools
SharePoint Designer (Web Designer) Visual Studio (Pro-Dev)

Development Model Development Model

Wizard-based workflow designer Visual workflow designer

Activities Activities
Re-use OOB/deployed activities Re-use OOB/deployed activities
Can author new activities

Forms Forms
Auto-generated Forms Designed Forms
-ASPX -InfoPath
-ASPX

Deployment Deployment
Workflow authored live against server Solutions package generated
Runtime compilation Box administrator installable
Windows Workflow
Foundation
Extensible framework and tools for building
workflow into Windows applications
Common workflow technology for Microsoft
products, ISVs and customer solutions
A framework to build on – not a server or
application
Key features
Unified model for human and system workflow
Extensible activity framework
Allows workflows to run in any application or server
Visual designer for graphical and code-based authoring
Availability
Included in WinFX – powers Office “12” workflow
Windows Workflow
Foundation Visual Designer
Key Concepts
Workflows are a set of activities
Activities are the building blocks A Workflow
Workflows run within a Host Process:
Any application or server
An
Developers can build their own Activity
Custom Activity Libraries
Components Custom Activity Library
Base Activity Library: Out-of-box Windows
activities and base for custom Workflow Foundation
activities
Runtime Engine: Workflow execution Base Activity Library
and state management
Runtime Services: Hosting flexibility Runtime Engine
and communication Runtime Services
Visual Designer: Graphical
and code-based construction Host Process
Visual Studio Workflow
Designer
The Visual Studio Workflow Designer
Provides a project system for developing
workflow solutions
It lets you quickly define a workflow
graphically
Drag activities from Toolbox onto design
surface
Configure activity properties in Properties window
Code-beside for business logic (your code)
Provides a mechanism for compiling workflows
Integrated workflow and code debugging
What Are Activities?
Workflow consists of Activities…
The workflow itself is an Activity
Activity is the basic building block
Unit of Reuse
Unit of Execution
Has associated properties, conditions and events
Configured in Markup and/or Code
Supports pre/post interception hooks into execution in
user code
Activities fall under two broad categories
Basic
Composite
Office Activity Examples
Workflow Document
Workflow History Entry Send To Official File
Audit Entry Get Range (XLServer)
Task Management Translate Document
Create Task Web
Complete Task Send email
On Task Change Create alert
Delete Task Validate User Rights
Canned Tasks Request Permissions
Review Task FP Only
Approval Task Calculator Action
Client side scrub task Create Random Number
Item Render ASPX Page to HTML
Update Item Assign Survey Task
Copy/Delete Item
On Item Change
Office Workflow Host
WSS host provides:
Persistence
Event Delivery
Timer
History and Reporting
WSS Application Integration
Workflow Foundation is hosted in
WSS process on all front-end
machines
Workflow instances are aggressively
Development Steps

• Model workflow in Visual Studio

• Create and bind InfoPath forms
• Deploy to SharePoint server
• Debug the running workflow
Web Parts
End-user customizable controls
Personalization store
Web part framework now in ASP.NET
Support for assembly-based ASP.NET 2.0
parts
“WSS” Web Parts fully supported
Improved in V3: User interface for
Web Parts
Types Of Web Parts
WSS Web Parts
Microsoft.SharePoint.WebPartPages.WebPart
Client Connections, Caching, Work Items
Uses XML Serialization
Hybrid Web Parts
Microsoft.SharePoint.WebPartPages.WebPart
Use for Migration
Uses ASP.NET Serialization
Direct ASP.NET Web Parts
Microsoft.Web.UI.WebControls.WebParts.WebPa
rt
Extending The User
Interface
Extensible Toolbars, Menus,
Settings Pages
Link to pages
Can use ASP.NET controls on toolbars
Associate by
List type
Content type
File Type
 Central Admin

Site Settings

Content Type Settings

Display Form ToolBar Site Actions

View Welcome
ToolBar Menu
“ECB”
What Is Provisioning?
Core component of the SharePoint
platform
Users choose site definition
Site definition defines your web application

Web Site
Site Definition Provisioning
Instances

Eg. Team Site, Eg.

Meetings Workspace, http://server/DevCon/
Help Desk Instance of a Team
Collab site with
features, lists, web
parts, views
provisioned
 What is a Site Definition?
Defines a unique type of SharePoint
site ONET.XML SCHEMA.XML
(per list)
navigation bars
WEBTEMP.XML
fields
fields
modules fields
configurations fields
views
views fields
views
list instances views
forms
forms views
Example Configurations: forms
Basic Meeting Workspace forms
feature references editform.aspx
forms
editform.aspx
Blank Meeting Workspace editform.aspx
Decision Meeting Workspace editform.aspx
allitems.aspx
Social Meeting Workspace standard views allitems.aspx
editform.aspx
allitems.aspx
allitems.aspx
Located: allitems.aspx
default.aspx
12\Template\1033\XML
Located:
Located: 12\Template\Features\
12\Template\SiteTempla AnnouncementsList\Announce
tes\
HelpDesk\XML 12\Template\Features\
HelpDeskList\HelpDesk
Modular Provisioning:
Features!
Reusable pieces of customization
Extend existing sites
Easy to activate/deactivate
Elements.x
ml
Feature.xm Custom Actions
Custom Views
l Content Type Definitions
Feature Name Layouts Pages
ID Modules (files)
Description List Instances
Scope List Templates
Receiver assembly Event Receivers
Activation Dependencies Delegate Controls
Element Manifests Workflow Bindings
Napirend, folyt.
III. Megosztott szolgáltatások
Excel Services
Form Services
Business Data Catalog
Web Content Management
Report Center
Office System 2007 BI
Excel client/Excel Services
Dashboards
Key Performance Indicators
Filter Web Parts
Report Center/Report Library
Big bets…
SQL Server 2005 (the DB, SSAS, SSIS &
SSRS)
Information Workers
KPIs in Office and SQL Server
SharePoint Dashboard Framework
• Shared Page Filtering
• Personal Views

Office SharePointExcel Client and SQL Reporting Business

Servers Excel Services Services Scorecard
• KPI in Lists • KPIs in Workbooks • KPIs in Banded Manager
• Ad-Hoc KPIs • Flexible formatting Reports • KPIs in Scorecards
• Team Management • KPI Pivoting • Scheduling • SQL AS KPI
• Extensible Report Authoring
Development • Flexible Output

SQL Analysis Services

KPI Storage and Execution
 What Is SQL Server 2005
Analysis Services?
Spreadsheets
SQL Analysis
Server Datamart Services
BI Front Ends

XML/A or ODBO
Teradata
DW UDM
Ad-Hoc Reports

Rich Reports
Oracle Cache
DB2 LOB
Dashboards
Excel Services
What is it?

A new server code-base built on

SharePoint platform
Server-side Excel calculation engine
Browser access to live, interactive
server spreadsheets
Web service access to server-side
Excel calculation
Excel Services
Overview
High quality web rending
Zero-footprint
Interactive: Set
parameters,
Browser sort, filter, explore
Excel 2007 Save View and
Spreadsheets Interact

Design and
author Export/Snapshot into Excel
Save to
SharePoint Programmatic Access Excel 2007

Open in Excel for rich

Office SharePoint Server 2007 exploration and analys
Spreadsheets stored in Open snapshots
document libraries Custom
applications
Spreadsheet calculation and
rendering Set values, perform
External data retrieval and caching calculations, get updated values
100% calculation fidelity via web services
Retrieve full workbook file
Excel Services
Architecture
Web front-end Web Front End Web Front End
SharePoint UI Excel Web
Access
Excel Web
Services
Excel Web
Access
Excel Web
Services

HTML rendering + web services Web Front End Web Front End

Application server
Excel Web
Access Web Front End
Excel Web
Services
Excel Web
Access
Excel Web
Services

Loads spreadsheets, refreshes data, Web Front

Excel WebEnd Web FrontWeb
Excel End
Access
Excel Web Excel Web Excel Web Services
Excel Web

calculates Access Services Access Services

Maintains state for interactivity

File + query caches for performance Application Server
Application Server
Application Server
User-Defined Excel Calculation User-Defined Excel Calculation

Office SharePoint Server 2007 provides Excel Calculation

Functions Functions
User-Defined Services Services

Functions
Application Server Services
Application Server
Solution platform User-Defined
Functions
Excel Calculation
Services
User-Defined
Functions
Excel Calculation
Services

Store: Spreadsheets, connection files Application Server Application Server

Management: Settings, UI, scripting User-Defined
Functions
Excel Calculation
Services
User-Defined
Functions
Excel Calculation
Services

Security: Authentication, Authorization

SharePoint Content
Single box or multi-tier Database
External Data Sources Excel Workbooks
Independent scale-out
Excel Web Services
Scenarios

Using server-side Excel logic in

applications
Author part of the business logic in Excel
Protect and maintain proprietary information
Automating spreadsheet updates on
servers
Refresh external data and parameterize
Process generated spreadsheets
Create, store and deliver snapshots
Custom UI to server-side Excel calculation
Excel Web Services
Functionality

Open a spreadsheet file

(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
Filter Web parts
OOB Filter value OOB Display Options
sources Type in value
User entered value Pick from list
Authored list Tree view
SharePoint list Hidden
SQL Server 2005
Analysis Services
Extensibility
Bus. Data Catalog
SharePoint profile Custom providers
& consumers
Query string
Standard interfaces
that ship in WSS
See appendix
OOB Web Parts that Filter
SharePoint Server 2007
Excel Services
KPI List
Business Data Catalog Item & List
WSS List view
FrontPage Data View
SQL Server 2005 Reporting Services
The ecosystem
Cross Microsoft effort with more to come
…and more from partners!
Report Center
BI hub for SharePoint portal sites
Make new BI features easy to discover &
use
Provide a template for successful BI
portals
A document library tuned for
“reports”
Excel workbooks, SSRS reports, etc.
Bring BI, collaboration & ECM
together
Note: All BI features are available
 Microsoft Office “12”
InfoPath Forms Solutions
Reach more users with better forms
Automate data-driven business
processes
Rapidly develop and deploy form
solutions

Smart Client and Browser WSS, SQL, ERP,

CRM…
Publishing, Opening, And
Filling In Forms Office “12” XSN, XML loaded
servers

Capabilities
Business logic
Publish XSN execution

Forms
Replay event
log
InfoPath
Generate
ASPX
Designer

XSN WSS

Download Download
Return
script and
XSN, XML
updated data
data array Postback event
array log via XMLHTTP
Take offline as needed

XSN, XML loaded Generate and

InfoPath Client Browser render HTML
Business logic (using script)
execution Validation
Execute
Rendering calculations
Validation Execute rules
Execute Editing actions
calculations
(All using script)
Execute rules
Editing actions
Submitting Forms
Web Service Office “12”
XSN, XML loaded
Server servers

Capabilities
Business logic
execution

Forms
ASPX

XSN WSS

Postback event
log via XMLHTTP
Submit Submit

XSN, XML loaded InfoPath Client Browser

Business logic
execution
Design Once Overview
One form for smart client and browser
Shared
Controls
Business Logic
Data Connections
Digital Signatures
Managed Code Object Model

Design Checker: Smart Client-only features

Some controls
Filters, Roles, ADO Adapter
Script, Custom Task Panes

Smart Invocation
Open in smart client, if available.
- Links in document libraries, Web pages, email, etc.
Special URL parameters to force opening in browser
Design Once With Code
Design code once
Use new managed OM (CLR 2.0)
System.Xml. (No more MSXML)

Smart client
Code runs in client
Data connections called from client

Browser
Code runs on server
Data connections called from server
Conditional formatting, validation, rules, calculations:
– all run in browser (Ajax)

Out-of-band postback
Used for code, or for action that must run on server
Can control when postback happens:
Two Types Of Form
Deployment
Simple publishing by end users
Publish directly from InfoPath to
SharePoint
as document library
or create Site Content Type
(for use in multiple doc libs)
Form templates must be:
Without code
Domain trust
Data connections using Data Connection
Library
Two Types Of Form
Deployment
1. Upload to server by administrator
Publish from InfoPath ready for upload
to Office Server
Administrator then uploads via central
administration site, or command line
Form can then be activated to any
Site Collection
Supports forms with
Code
Data Connections managed by administrator
Full trust
Mobile
Server Administration
Server administrator is the gatekeeper of
forms with code:
Controls the form lifecycle
Upgrade forms with no down-time
Gracefully retire forms with quiescing
Makes forms available to site collections
Any form template can be used in multiple places
across
the server
Site content type for each form template
Improved library integration and sharing
Uses standard WSS administration tools:
Central admin site, command line, and object model
InfoPath-SharePoint
Integration
Key Investments
Browser Forms
Form Collaboration and Template
Reuse
Workflow
Form Conversion for Archiving
Smart Client:
Hosting In Windows Form
Managed and unmanaged InfoPath form
control

Examples:
Document Information Property Editor
Workflow Dialogs

Automate
OM and events for Host/Control interaction
IOLECommandTarget for full control

Caveats
ActiveX will not load in browsers (security)
Web Site Integration:
1. Launching Forms From
Links
Document Libraries
Smart invocation
Browser setting
Links in Web pages or documents
Additional query parameters can control
behavior
XsnLocation - What form to open and from where
XmlLocation - What initial data to use
OpenIn - Open in browser / client / either
SaveLocation - Save Location for data
Source - Navigate URL when form is closed
http://mySite/_layouts/formserver.aspx
?xsnlocation=/formservertemplates/loanapplication.xsn
&openin=browser
Web Site Integration:
2. Hosting Forms Aspx Pages
Create custom pages containing InfoPath
forms
Place other chrome and controls around the
form
Dynamically load forms
Change the data in the form
Get the data from the form
After the form has been submitted…
Caveats
ASPX page needs to run on Office “12” server
where forms services are available
The Goals Of
Records Management
Reduce risk of non-compliance and
legal liability

Retain vital records for

business continuity

Reduce costs of retrieving

information for legal discovery
The Process of Records
Management

Records Manager

Organize,
Maintain, &
Dispose

Search,
Collect
Hold, &
Triage
Lawyers &
Knowledge Worker / Paralegals
Records Custodian

Records Warehouse
Our Records Repository

Records Manager

Organize,
Maintain, &
SMTP & SOAP OFI Dispose

Collect Records
Search,
Repository

Hold
Hold, &
Triage
Knowledge Worker / Policy “Vault”
EnforcementBehaviors
Records Custodian Lawyers &
Paralegals
Windows SharePoint
Services
Our Records Repository
“Ship” To

Records Nondigital
Custodian records
Records Manager

Organize,
3rd-party
imaging Maintain, &
SMTP & SOAP OFI Dispose
Knowledge Desktop
Worker Items Official File
Records Search,
Send To Hold, &
Repository

Hold
SharePoint Triage
Lawyers &
Documents Policy “Vault”
EnforcementBehaviors
Paralegals

Exchange Windows SharePoint

Services
Mail
Tartalomkezelő
alapszolgáltatások
Branding Skálázhatóság
A tartalom és a Internet méretekre
megjelenés
szétválasztása Caching
Oldal szerkesztés Többrétegű topológia
Böngészőből
Elkülönült belső és külső
Kliens alkalmazásokból infrastrutkúra
Webhely navigáció
Rugalmasan alakítható
Biztonság
Közzétételi szabályzók Űrlap alapú hitelesítés
Ütemezés Névnélküli hozzáférés
Folyamatvezérelés Alternatív megjelenés
Formázási megkötések Többnyelvű tartalom
Webhely felügyelet Mobil eszközök
Delegálás
Látogatottság Integrált kereső
Taxonómia és
oldalsablonok
A megjelenítés elkülönül a belső tartalomtól
Központi séma
Oldal metainformációk, folyamatok, szabályzók
Öröklődés
Mesterlapok
Kötött oldal elrendezések
Minden oldalra érvényre jut
Tetszőleges tartalom, funkcionalitás (ASP.NETv2)
Standardizált vizuális megjelenés (CSS)
Központi sablontár
Összerendelés a tartalom típusokkal
Oldalszerkesztő kontrolok (date, rich text, image)
A sharepoint lista funkcionalitásra épül
SharePoint Designer támogatás
 A megjelenítés életciklusa
http://www.cegnev.hu/pages/welcome.aspx A folyamat:
 Hivatkozás az
MasterPage.master welcome.aspx-re
 A kapcsolódó oldalsablon
PageLayout.aspx kiolvasása
Title Date
Field
Field Control
Field Control
 A sablonhoz tartozó
Control
ByLine mesterlap beolvasása
Image
Body
Field
Control
 A sablon tartalomkezelő
Field Control kontroljai kezelik az oldal
leírók tartalmát
Field Control

Standard funkcionalitás:
Versioning Workflow
Check-in 2 Stage
and out Undelete
FileName PageLayout Title Body Image
Welcome.aspx PageLayout.aspx Welcome To News Lorem ipsum dolor sit ... /Images/Chair.jpg Content types Link Fix-
Access control up
etc.
Egy mesterlap anatómiája
<link rel=“stylesheet”<SharePoint:SiteActions
…> …>

Navigation <asp:LoginStatus …>

<IMG …>
Logos <SharePoint:HighlightMenu …> <SPSWC:
<PublishingNavigation: RightBodySectionSearchBox …>
Search box PortalSiteMapDataSource …>

Login control
Editing control
CSS hivatkozás
…Tetszőleges tartalom
vagy ASP.NET egyedi kontrol/WebPart
Tárolási modell
Webhelyek gyűjteménye
Hierarchikus tárolás
Többszintű hozzáférés szabályzás
Beépített navigációs forrás
Az oldalak dokumentumtárakban helyezkednek el
A sablonok kötött listákban tárolódnak (Master Page Gallery)
A vizuális elemek (CSS, XSLT) elkülönülnek (Style Library)

Home (web)
= Pages library
(Doc library)

Products Services About Us

(web) (web) (web)
(Doc library) (Doc library) (Doc library)

Product (A) Product (B) News (web)

(Doc library) (Doc library) (Doc library)
 Navigáció

Beépített navigációs forrás (provider)

• Webhelyek, oldalak, linkek kezelése
• A linkek dinamikusan jelennek meg (security, workflow state,
publishing schedule)
• Gyorsítótár támogatás
• Lecserélhető (ASP.NET control)
Microsoft Confidential
Kliens oldali közzététel
Beállításások
(tartalom alapján)
alapján)

Konverterek
docx
WordML
XML
XSN

A dokumentumtárak tartalma automatikusan

konvertálódik
.docx -> Page
WordML -> Page
XML/XSLT -> Page
InfoPath form -> Page
Microsoft Confidential
Skálázhatóság és
teljesítmény
Többszintű gyorsítótár
Full page output caching
BLOB caching
Object cache
Navigation node caching
Cross site query caching
Web Farm topológia
 Multi-Farm Topology
Authors Web
Designer
`

` Master Page Web Front End

`
Page Layout

Word Web-based
Authoring Authoring
Content
Deployment Requests Internet
Approval Web Front End
NLB

Approvers Workflow

` DBServer

Production
Authoring Farm Farm Internet
Az internetes webhelyek
típusrendszere
hotmail.com Alkalmazás orientált

local.live.com

msn.com

xbox.com

msdn.com

microsoft.com Tartalom orientált

Most készül SharePoint
2007 alapokon...
Customer Needs
Based on SPS 2003 feedback

Less integration code

Deep integration of data into the
places users work
New application types that blend data
and collaboration
Lack of structured data search
Bridge portal and business
application UI
Centrally manage security, auditing,
Development Lifecycle
Key shift: From code to metadata

• Analyst defines business

requirements
• IT Pro / developer writes and tests
application definition (metadata)
• IT Pro uploads application definition
• Analyst builds solution using business
data features
Business Data Catalog
(BDC)
Connects
Web
Office servers User
to business
Custom
data
Parts
Lists Search
Profiles
List
store
Apps
Searc
h Profile
Store
Index

Business Data Metadat

Catalog a

WS ADO.NE
Proxy T

Web
Database
Service

BizTalk, SAP, Siebel, Legacy, …SQL Server, Oracle, OLEDB, ODBC

Metadata Model
Two purposes
Describe a system’s API
Give meaning to the API; make it easily
usable
Key objects
System – A data source (Siebel)
Entity – A real-world thing (Customer)
Method – An operation on an Entity
(GetCustomerList)
Association – A relationship between
Entities (Customers have Orders)
Business Data Search
Search data, not just documents

Scenario: Find an account manager in

Siebel
Today
Vertical applications lack full-text search
Most users can’t locate or access vertical apps
Hard to crawl business data with SharePoint
Office 12: Search any database or web
service
No need to write custom IFilters or protocol
handlers
No need to create HTML representations of data
Business Data in Lists
Collaborate around business data
Scenarios
Tag a proposal with a customer
Track and annotate key support cases
Pick from the canonical list of cost centers
Today
Text or lookup fields
Irregular data, duplicated lists of values
Office 12: Business data column
One column type that stores any entity
One-click refresh
Integrates with list features: workflow,
versioning, etc.
Business Data in User
Profiles
Business-specific targeting &
Scenarios
personalization
Show news about your customers
Automatically filter dashboard by region
Today
Code required to augment user profile
with non-Active Directory data
Personalized web parts require custom
code
Office 12: Join user profile store and
BDC
Map user profile property to field of
Business Data Catalog API
Two halves: runtime and
administration
Runtime API
Browse metadata, execute methods,
retrieve instances, traverse relationships
For custom application builders
Administration API
Create, read, update, and delete
metadata and manage permissions
For administrators
For ISVs building metadata management
tools
OOB features use these public APIs
Getting Set Up
Visual Studio 2005
Office SharePoint Designer 2007
Code Name “Visual Studio Extensions
for SharePoint Services”
WSS XSDs – tools for schema creation
Office SharePoint Server 2007 SDK
Includes Excel Services and Forms
Services
Windows SharePoint Services V3 SDK
Use Visual Studio to…
Write event handlers
Write custom workflows
Create custom Web Services
Write custom Web Parts
Write BDC Metadata <XML>
More…
Use SharePoint Designer
to…
Write No-code workflows
Modify CSS files
Edit .aspx pages
Add script to pages
Customize look & feel of Web Parts
Write XSLT to customize data
rendering
More…
“Visual Studio Extensions”
Overview
Aims to address pain points around
SharePoint Development
Adds a SharePoint Project Type to VS
Set of VS Project and Item Templates
Build, Deploy, Debug support
WSS XSDs for XML intellisense
Evaluating delivering a utility to
export an existing (contentDB) site to
a site definition
Integrated Experience…
MSDN ODC Preview
http://msdn.microsoft.com/office
http://msdn.microsoft.com/sharepoint
Create a “hub” for developers
Build Stronger community
Preview: MSDN Labs