Microsoft SharePoint 2010 Highlights

Overview

• Microsoft SharePoint 2010 offers many improvements over Microsoft Office Server 2007. These new and enhanced features can be implemented to improve user adoption, collaboration, and increase administrative efficiency.

• The following highlights the enhancements and additions made to Microsoft SharePoint 2010 since Microsoft Office SharePoint Server 2007. This is not a complete listing, but it instead provides information on those new features and enhancements which will be beneficial to Manheim.

Document Management• Document Sets – Provides users the ability of managing a group of documents

as a single item within a library. • Enterprise Content Types – Content types which are published from a central

Site Content Type gallery (the Content Type Hub) to other content type galleries; allowing content types to remain consistent across the enterprise

• Document IDs – A unique, Site Collection level ID which follows the document (or Document Set) and provides a single URL for referencing the document; regardless of location.

• Content Organizer –Replacing the Records Center routing rules and now available to all document libraries, the Content Organizer enables basic management as well as the automatic routing of documents to different libraries and folders within those libraries.

• Maximum Item Count – Folders within a Document Library can now hold up to 5000 items. The maximum number of items in any list (including a Document Library) is 50,000,000.

Document Management Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsDocument Sets n/a Multiple documents can be

grouped together and manipulated (workflows, versioning, reference URL) as single entity.

Document IDs Document IDs are sequential integers within a list or library.

IDs follow the document anywhere within the site collection.

Document Routing Available only in Records Center. Available as a feature in any Site Collection.

Content Types Available at Site Collection level only. Could not easily share content types across farms or Site Collections.

Enterprise Content Types can be shared across Site Collections and farms from a central Site Collection.

Digital Media Management

• SharePoint 2010 now provides a specialized document library called an Asset Library for management and storage of Digital Media (podcasts, vide, etc.).

• SharePoint can now access internal and external media in the following ways:– Media Field Control – Field can be added to a page layout via

SharePoint Designer.– Media Web Part – Also known as the Media Web Part,

• Content By Query Web Part – Now provides support for rich media

Digital Media Management Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsAsset Library Closest function is the Image

library which includes thumbnail image support. Other media can be stored in the library, but the libraries weren’t built for streaming or rich media support.

Specialized document library designed for rich media. It provides thumbnail centric views and metadata extraction for images. RSS/podcasting support.. Supporting web parts and field controls. Drag and drop adding to the library.

Media Field Control n/a Allows page layout designers to insert a field for rich media.

Media Web Part Javascript could be used within a content editor web part to display rich media from other locations.

Native web part available out of the box. No Javascript knowledge needed.

Calendar

• Calendars from Exchange and SharePoint 2010 can be blended.

• Events from multiple calendars can be opened into a single calendar view (works across site collections).

Calendar Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsOverlay calendars n/a Calendars from SharePoint

and Exchange can be blended and laid on top of one another.

Event adding Users had to create a new list item to create a new event.

A contextual “Add” button appears when the cursor hovers over a date.

Visio Services

• View Visio files within the browser via the Visio Web Access Web Part.

• Get live updates for data-connected Visio diagrams.

• Interactivity between the Visio Web Access Web Part and another web part on the page without code.

• Visio Services API enables the creation of mash-ups of diagrams and additional data.

Excel Services• Unattended Service Account – A low privilege unattended service account

for customers to use as a single “get data” type of account. • Trusted Locations – Trusted locations are now provided by default.• Multi-user Collaboration – Multi-user collaborative environment provides

multiple users with the ability to edit any workbook simultaneously. • Delegate Services Permissions – SharePoint Server contains a new shared

service infrastructure that allows the central administrator to delegate permissions to manage other services to users.

• Slicer feature – Filter which allows for the use of OLAP functions and Pivot Tables, and the creation of interactive reports within a SharePoint environment.

• New Excel Services custom applications – Custom applications are created with user-defined functions (UDFs) and these functions remain available for Excel Services.

InfoPath Forms Services

• All item-related forms (New, Edit, Display) are InfoPath forms and are fully editable.

• InfoPath forms can be inserted directly into a SharePoint page using the InfoPath Form Web Part which can send and receive data to/from other web parts on the same page.

• Saving a site as a template includes all associated InfoPath forms.

• InfoPath forms with code-behind can be deployed using sandbox solutions without requiring an administrator.

InfoPath Forms Services Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsEditing SharePoint list forms n/a Can edit any out of the box

SharePoint form (edit, new, display)

Insert a form into a web part page

n/a InfoPath Form Web Part allows web part pages to load and run InfoPath forms .

Connect InfoPath forms to other web parts

n/a InfoPath forms can connect to other web parts on a page to retrieve data. They can also retrieve data from a query string.

Business Data Catalog• The BDC is renamed to Business Connectivity Services (BCS) and now includes the

following features:• SharePoint Designer – Create external connections from within SharePoint Designer

2010.• Write-Back to external Systems – BCS provides full CRUD (Create, Read, Update, Delete)

and Query support to external systems. • Familiar UI – External content types provide SharePoint and MS Office type behaviors

and capabilities to external data and services. Sort, Group, and Filter functions are available from within SharePoint.

• Offline Access – Business Connectivity Services provides rich cache and offline work features, and supports cache-based operations.

• Connectivity Options and Extensible Provider Model – Provides connectivity support to:– Databases– Web/WFC Services– Microsoft .NET Framework connectivity assemblies– Custom Data sources– Pluggable Framework– Developers can plug in connectors for new external system types

allowing access to the new data source types.

Business Data Catalog, cont.• Batch and Multiple Item Support – Read multiple items in a single pass;

reducing round trips to the backend system(s).• Symmetrical Server and Client Runtime – In addition to server

connectivity, BCS now allows Microsoft Office client applications to connect directly to external data sources.

• Read Blobs – BCS now supports reading binary large object (BLOB) data. This is useful for streaming BLOBs of data from the external system.

• Read and Write-Back of Complex Types – BCS supports dot notation in field names enabling reading and writing complex types.

• Lifecycle Management – BCS provides a set of tools to facilitate creation of models and Office 2010 application artifacts, declaratively and by writing code.

• Extensibility – Developers can use the BDC Runtime object model to write generic applications by using the stereotyped APIs as building blocks

Business Data Catalog Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsCreate connection from SharePoint Designer

n/a Tightly integrated with SharePoint Designer.

Write back to an external data source

n/a Allowed

Workflow• New types of declarative workflows available in SharePoint Designer

2010:– Reusable Workflow – can be associated to any list and can be saved as a

template.– Site Workflows – useable anywhere within a site and not associated with a

specific List or Content Type• Workflows can be built in Visio (using SharePoint Workflow Template)

and imported into SharePoint Designer. • SharePoint Designer workflows can be exported to a Visio diagram.• Out-of-the-box workflows can be edited.• Many new workflow conditions and actions.• Workflows can run under the permissions of a specific account

instead of the logged on user.

Workflow Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsReusable Workflows Some VisualStudio workflows

could be used on multiple lists. Some SharePoint Designer workflows could be copied onto other lists by altering the SharePoint Designer page code for the workflow.

Out of the box reusable workflow.

Site Workflows n/a Out of the box workflow which can be run against a site and is not associated with a specific list.

Edit out of the box SharePoint workflows

n/a Allowed.

Run a workflow as another user n/a AllowedVisio Diagramming Steps must be added to Visio by

the userSharePoint can now import and export Visio diagrams for SharePoint Designer workflows.

Archival Storage

• Sites can be backed up from Central administration.– Sub sites and individual list items can be backed up.– List/Item security can be exported.– Item versions can be exported.

• Unattached Database Restore - Load a content database into SQL and SharePoint will be able to restore a site, sub site, or list; and restore individual content into another site collection.

SharePoint Designer

• Support for portable workflows• A new editor has been provided for creating

workflows.• Workflows can be exported to Visio diagrams.• Visio Diagrams can be imported as workflows (if

built using SharePoint Workflow Template).• Fully integrated with the BCS.• New user interface makes it easier to manage

and browse sites, sub sites, lists, and libraries.

Multiple Browser Support

Details: http://technet.microsoft.com/en-us/library/cc263526.aspx

• Tier 1 browsers (fully supported):– Internet Explorer 7 (32-bit)– Internet Explorer 8 (32-bit)

• Tier 2 browsers (full page editing capabilities; otherwise limited support):– FireFox 3.x (ActiveX control adapters not available)– Safari 4.x (no ActiveX support)– Chrome 7.x (no ActiveX support)

Web Analytics/Usage Reporting• Data collected by the Web Analytics services can include but is not limited to:

– rating usage– Site where the user came from.– Keywords used to find the SharePoint site.– Pages viewed on the site.– Searches run on the site.– Browser type.– Site size

• Historical reports can be viewed as far back as 365 days.• Reports can be customized/filtered via Excel Services and exported to Excel.• Report generation scheduling and alerts.• New web parts leverage the generated reports to display popular content and search

queries/results.• Reporting available from Web Application level down to Site level.• Statistics are stored in a separate Usage DB which will allow customized queries against it.• 3rd party applications can write their data to the Usage DB.• Feature usage and licensing information can be tracked to help ensure compliance.

Social Networking• Managed Taxonomies – Defined in the Term Store Management Tool, administrators can

now create a centralized list of terms used for tagging throughout the farm. Groupings and Sets are supported so permissions restrictions can be applied as needed.

• Folksonomies – Enabled as a list option, this allows user-submitted tags to be used for tagging in addition to any terms in a managed taxonomy.

• User Profile Service – Stores information about users in a central location which can be consumed across multiple sites and farms.

• Expertise Finding – Used with People Search and expertise tagging to locate people within an organization who have identified themselves has being a subject matter expert. It allows users to find other users based on expertise and organizational role.

• My Site – The My Site functionality has been streamlined to allow for quick access to a users content, profile and social networking while maintaining user customizability. Will also be able to use photos from a central repository, and includes a Facebook-like “status”.

• My Network – A new page within a user’s My Site which allows suers to track people and terms they’re interested in.

Social Networking, cont.• Ratings – Users can rate any items within a document library where the Ratings feature

has been activated.• Social Tagging – Leveraging MySites, this allows nearly any element to be tagged; including

sites, pages, documents, digital media, and blog posts. Navigating tag clouds and lists of tags in supported out-of-the-box via the Tag Cloud Web Part.

• Bookmarks – Users can bookmark external pages using the “Tags and Noteboard” function which tags those links within SharePoint and makes them available for future use.

• Note Board – Users can leave short notes on any SharePoint Server page.• Wikis – Built on top of the Publishing infrastructure of SharePoint which allows any

publishing features to be included in a wiki site. Wiki is itself a feature, and activating the feature turns a site into a Wiki. It also integrates with SharePoint Designer, and now supports page layouts and document uploading.

• Blogs – Users can upload images from a local computer or network without leaving the page. Entries can be browsed by month as well as categories. The new rich text editor makes authoring a blog post more like working within Word.

• Document Co-authoring – Users can edit the same Word or PowerPoint presentation at the same time

Social Networking Summary

Feature MOSS 2007 Functionality SP 2010 ImprovementsSocial Tagging n/a Users have the ability to tag

nearly any element within SharePoint with a keyword for easy reference or tracking. External sites can be tagged as well.

Ratings Available only through custom development or pre-built, third party solutions.

Built into libraries as an option which can be enabled or disable on individual libraries.

Managed Taxonomies n/a Administrators can create a centralized list of available to users for tagging.

Folksonomies n/a Users can enter their own