welcome to the minnesota sharepoint user group. agenda quick intro announcements and news search...
TRANSCRIPT
Welcome to the Minnesota SharePoint
User Group
Agenda
• Quick Intro
• Announcements and News
• Search
• Knowledge Network
• Business Data Catalog (BDC)
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
User Group Goal / Objectives
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
Introductions – MNSPUG Sponsors
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
www.sharepointmn.com
www.sharepointmn.com
Community Kit for SharePoint
• Site Template project for user groups
• Currently in Alpha Release
• MNSPUG website will be re-launched using the CKS
• Public preview release of 2007 Microsoft Office System
• Server and client applications available for download (requires registration)
• More info at: http://www.microsoft.com/office/preview/default.mspx
• Beta 2 TR Downloads $1.50
News and Announcements
+ =
• Next Meeting
• November 8th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topics:
• Case Study on MOSS 2007
• Licensing MOSS 2007
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office
Upcoming Schedule
• Business Intelligence
• Collaboration
• Search
• Business Forms / Processes
• Portals
• Content Management
SharePoint 2007 – Key Microsoft Investment Areas
CollaborationCollaboration
PortalPortal
SearchSearch
BusinessBusinessFormsForms / /
ProcesseProcessess
BusinessBusinessIntelligenceIntelligence
PlatformPlatformServicesServices
Workspaces, Mgmt,Workspaces, Mgmt,
Security, Storage,Security, Storage,
Topology, Site ModelTopology, Site Model
SearchSearchContentContentManagementManagement
Search Topics
• End-User Experience / Demo
• Administration Features / Demo
• Search Scenario Implementation / Demo
End-User Experience
Search User Interface
• Search Center Site Template
• Tabbed Interface
• Multiple Entry Points
• Key Words / Best Bets
• Configurable Web Parts
• Basic Search
• Advanced Search
• Search Results
• Very Extensible
Search User Interface
• Hit Highlighting
• “Did You Mean” Feature
• Duplicate Collapsing
Search “Power User” Features
• Property-based Searches
• Customer:Acme (find all items with metadata of Customer = Acme)
• Author:Sally Jones (find all items authored by Sally Jones)
• ContentType:task (find all items of a specific content type)
• Site:http://www.microsoft.com
• Keyword Searches
• +Solution (keyword inclusion)
• -Plumtree (keyword exclusion)
• Quotes for Exact Match (i.e., “User Group”)
WSS Search Features
• Built on the same engine as MOSS (no longer uses SQL full-text indexing)
• In a MOSS environment, WSS sites can “use” the MOSS search
• Similar Result Formatting (hit-highlighting)
• Keyword search syntax / property-based searches
• Sub-sites available in search results
Search Demo
Administration Features
Administration Features (Shared Services)
• Search is a Shared Service
• Single Index / SSP
• Centralized Administration (SSP Administration)
• Crawl configuration
• Indexed Property Management
• Scope Management
• Authoritative Site Management
• Propagation
• Search Usage Reporting
• Queries / Results
Administration Features (Site Collection Administration)
• Designation of default search results page
• Designation of Scopes (i.e. Which Scopes should apply to the Site Collection?)
• Creation of Site Collection-specific Scopes
• Definition of Keywords / Best Bets
• Designation of Search Visibility
• Site Collection-level Search Reports
Administration Demo
Searching Scenario: The Proposal Scenario
The Business Problem
Requirements:
•Users want to be able to search all proposals in the system by keyword, customer, and by the status of the proposal.
•Users want the results of the search to include more detailed information about the proposal.
•Users want to be able to easily find related proposals from search results.
The Search Solution
Overview:
• Proposal Content Type (defines metadata for all proposal documents)
• Document Repository using Proposal Content Type
• Metadata Property Mappings
• Custom Search Tab with Customized Search Web Parts
• Custom Results Tab with Customized Search Web Parts
The Solution
Break
Knowledge Network
Knowledge Network (KN) Overview
• What is the Knowledge Network?
• Architecture
• Managing Information
• Uses of the KN
What is the Knowledge Network?
• KN is about finding people who know the answers
• Things you don’t know
• People you wish you knew
• Data inferred by your actions
• People you email
• Words you use frequently
KN - Architecture
SPS User Profiles
KN ProfileManagementWeb Service
KN Store
Publish KN Data to Server
Client
Server
Client
Server
KN Data
Crawl from SPS
KN Data
KN Client Data
Keywords (public)
Colleagues
AD property changes
SPS property changes
Keywords (non-public)
External Contacts
Keywords
Colleagues
External Contacts
First pass analysis
Install
KN
Choose Data
Sources
AcceptPrivacy
Statement
NotificationNotification
ControlControl
ConsentConsent
First pass analysis
Install
KN
Choose Data
Sources
AcceptPrivacy
Statement
NotificationNotification
ControlControl
ConsentConsent
Incremental analysis – Default is set to every two weeks
Profile Review
&Approval
UploadProfile
RunAnalysis
IncrementalAnalysis
UploadProfile
Profile Review
&Approval
KNDatabase
KNDatabaseUpdate
Seeker Initiates Search
Anonymous Results
Brokered E-mail
Reply to Help or Decline
Request Deleted
Anonymous Brokering
KN - SearchingSharePoint Portal Server v3 KN Adds…
Expertise Search
SPS hosts, searches, and surfaces public keyword matches
KN adds inferred keywords to SPS KN hosts, searches, and surfaces anonymous keyword matches
Relationship Search
Not supportedSPS surfaces colleagues as inferred from limited client mining and AD infoUsed to calculate social distance
KN searches and surfaces all relationship search results for scenarios like “how do I connect to this person” or “who knows people at this company”
Internal versus External Contacts
SPS hosts and surfaces internal contacts
KN hosts and surfaces external contacts (and relationships to companies)
Public versus Anonymous Results
SPS hosts and surfaces public information
KN hosts and surfaces anonymous information and enables brokering to anonymous contacts
Organization Connections Not supported
KN hosts and surfaces connections to external organizations
Knowledge Network Usages
• Build your own Social Network
• Both Client and Server APIs
• Answer Difficult Questions
• Who knows technology ‘XYZ’?
• I’m meeting with a potential customer, does anyone know someone at that organization?
• We’re having a customer support issue and our primary contact is on vacation…now what?
• Scenarios specific to your organization
Business Data Catalog
Business Data Catalog (BDC) Overview
• What is the BDC?
• Architecture
• Administering the BDC
• Viewing Data
What is the BDC?
• Surface Line Of Business (LOB) Data in SharePoint
• Database Access
• Web Service Access
• Allows for Code Free integrations
• Microsoft supplied Web Parts to interact with data
• Provides an API to query from your own Web Parts
• Searchable
• No ‘HTML Landing Page’ Necessary
• Can be part of User Profile
• Part of Enterprise CAL
Architecture
Architecture
BDC Administration
• Administered as a Shared Service
• Permissions are set at the Entity level
Metadata – Truly Data about Data
• Giant XML File
• Key Terms
• System – The data source (Adventure Works, CRM, Siebel)
• Entity – The data (Product, Customer, Widgets)
• Method – Operation (GetProducts, GetCurrentCustomers,…)
• Association – Entity Relationships (Customer Orders)
Metadata – Avert your Eyes!
DemoAdministering the BDC
Viewing Data – Now What?
• Build a Dashboard without code
• Enhance existing pages
• Web Parts
• See a List of Entities
• View the data for the Entity
• Display Actions for an Entity
• List Related Entities
DemoBuilding a Dashboard Page
Viewing Data – Association
• Add BDC as a Column
• Allows BDC Data as a Lookup
• Searchable
• Access Actions from List View
• Single Click to Details
DemoBDC and List Data
BDC Rewind
• Simple Administration
• Data Sources: Database or Web Service
• Complicated XML File
• Searchable
• Code Free Pages using Data
• Lookup Value for Lists
Q & A
Resources
• Knowledge Network Blog: http://blogs.msdn.com/kn/
• BDC Metadata Manager: http://www.sharepointblogs.com/tbaginski/archive/2006/07/27/9541.aspx
• MOSS / WSS SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en
ISV Search Vendors
• Coveo: http://www.coveo.com
• MondoSoft: http://www.mondosoft.com
• Intellext: http://www.intellext.com
Thanks for coming!