The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts...

transcript

Agenda

• Introduction to Seminar

• Session 1

• Break

• Session 2

• Summary and Call To Action

Areas of Focus

1. Single Platform2. Business Apps and

Workflow3. Microsoft Office

Integration4. Business Intelligence

6. Communities and

Collaboration7. Enterprise Content

Management8. Enterprise Search

SharePoint Security

• Today’s Focus – Inheriting security

– List-level security

– Item-level security through code

– Configuring Forms-based Auth.

– Configuring/Using SSO

• Broad Topics• Built-in Security• Authentication• Authorization

• Extensibility• Single Sign On (SSO)

SharePoint Security

• Today’s Focus

• Extensibility • Single Sign On (SSO)

SharePoint Security

• The default permissions for a list/library is to inherit from the parent.

SharePoint Security

• A list can be secured to only allow

the person who originally created an

item to be able to read and/or edit an

• The following comes from the

Advanced Settings on a list.

SharePoint Security

• The following screen shows a custom

permission level. This can be applied to an

existing or new SharePoint group.

SharePoint Security

• Here is a summary of steps required to

configure Forms-based Authentication

(FBA)– Create a Forms Auth database using

aspnet_regsql.exe

– Set up an initial user for administration

– “Extend” the web application that you want to make available for FBA

– Update the Central Administration web.config

– Update the web.config for the extended web

application

– Update Central Administration for FBA and the new

FBA-based site administrator

SharePoint Security

– Activating the Single Sign On (SSO)

service in MOSS can be a little tricky• There are specific configuration details regarding

AD accounts, groups, and database access

required

• The slide notes contain a link that distills the steps

required to get the SSO service up and running

– The SSO service can help to work

around the “double hop” problem

– We are not talking about the Web Single

Sign On authentication option in WSS

SharePoint Security

• Clicking on the link below (in the web part)

takes you to the screen at the bottom of the

Areas of Focus

5. SharePoint Security

7. Enterprise Content

Communities and Collaboration

• Broad Topic• Blog Sites• Wikis

• Discussion Lists• My Sites

• Today’s Focus• Community Site Example

• SharePoint Blog - Digg / Del.icio.us Links

• Content Query Web Part

• Custom Web Parts

Community Site Example

• VersionOne

– Provides software for Agile project

management

– Community provides integration

with Google Groups

– http://community.versionone.com

SharePoint BlogDigg / Del.icio.us

• Adding Digg / Del.icio.us Links to a SharePoint Blog Site

• Chris Edwards blogged on this

– http://blogs.threewill.com/impleme

ntingsharepoint/Lists/Posts/Post.as

px?ID=15

Digg – Computed Fields

12\TEMPLATE\SiteTemplates\Blog\Lists\Post\schema.xml

Digg – Blog Views

• Adding the new computed fields to all of the blog views

• Adding the FieldRefs to all of the

blog views

Content Query Web Part

• Can aggregate information across sites for a dashboard

• Must have Publishing Feature enabled (e.g., Publishing Site)

• Can use XSLT for formatting and

CSS for additional styling

Content Query Web Part

Here is a set of snips from the “exported” CQWP

• BEFORE: The snip below shows there are no

custom fields selected for display

• AFTER: The following snip shows some

additional fields to provide the content for the

display shown on the previous slide

– Notice the name of the field, followed by the type

Virtual Earth Web Part

Editors Parts

Areas of Focus

5. SharePoint Security6. Communities and

Collaboration

8. Enterprise Search

Enterprise Content

Management

• Today’s Focus – Simple Approval

– Approve and Publish

– Page Layouts

– Portal Types/Site Definitions

• Broad Topics• Built-in Workflows• Content Authoring and Publishing• Page Layouts

• Portal Types • Policy, Auditing, and Compliance

Enterprise Content

Management

• Today’s Focus

– Page Layouts

Enterprise Content Management

– The simple content approval

(approve | reject) is very powerful

and should not be overlooked.

Enterprise Content

Management

– Page Layouts

– Built-in publishing

• Default/custom page layouts (shown

later)

• Check-out/check-in

• Versioning

• Approval

• Publish

Enterprise Content

Management

• The following “Site Actions” are available on a “Publishing” site

• Here is an example Out-of-the-Box Page Layout…

• Here is the page template ready to fill out…

• Here is the built-in toolbar to Check In content and/or Submit for Approval

• Here is the same toolbar where the content is ready to be

“published”

Enterprise Content

Management

– Page Layouts

Areas of Focus

Management

Enterprise Search

• Today’s Focus – Search Overview

– Customizing Search & Search

Architecture

– Custom Security Trimmer

• Broad Topic• Scopes• Best Bets• 3rd Party Tools

• Search Site• Content Sources• Crawl Rules

Enterprise Search

Architecture

What is Enterprise Search?

• Searching your enterprise! (duh!)

– SharePoint sites

– People

– File shares

– Web sites

– BDC

WSS Search vs. MOSS Search

• WSS

– Single site collection

– Limited Scopes

– IFilters

• MOSS

Content

• Other Site Collections• People• Web Sites• Exchange Public Folders• File Shares• BDC

Features

• Search Site Template• Custom Scopes• Managed Properties• Best Bets• Usage Reporting• Extending Search…

Search Concepts/Terms

Search Scopes

People Search

Advanced Search

Best Bests

Search Web Parts

Security Trimmed Results

Search Concepts/Terms

Content Sources

Crawl Rules

Crawl Logs

Managed Properties

Enterprise Search

Architecture

Enhancing Search -Configuration

• Content Sources

• Crawl Rules

• Search By

– Scope of Search

– Content Type / Managed Property

• Look and Feel

– Additional Fields

– Styling

• Desktop Search Integration

Enterprise Search Architecture

Index E

e Protocal

Handlers

IFilters

Custom Search

Applications

Query Engine

Search

Center

External Web Sites

SharePoint Sites

onfigura

Exchange Folders

Business Data

Network

Shares

Enterprise Search

Architecture

Custom Security Trimmer

Protocol Handlers

w/o ACL

SharePoint Search Web Site Search

File Share Search BDC Search

Exchange Public

Folder Search

• Useful if the protocol handler does not store ACL information when crawling/indexing

Enterprise Search

Custom Security Trimmer

• Runs at query time

– Performance consideration

• Tied to a crawl rule

• Install before you crawl

• .NET Interface

• Main ISecurityTrimmer method:BitArray CheckAccess(

IList<string> documentCrawlUrls,

IDictionary<string, object> sessionProperties)

What to take away…• SharePoint Security

– SharePoint has various security capabilities

• Communities and Collaboration– SharePoint can be configured and

extended for communities

• Enterprise Content Management– SharePoint has feature-rich ECM

capabilities

• Enterprise Search– SharePoint has a solid and extensible

enterprise search architecture

Agenda

• Introduction to Seminar

• Session 1

• Break

• Session 2

• Summary and Call To Action

Seminar Survey

Before we wrap up with a summary please complete and

return seminar survey for a

chance to win a Xbox 360 Halo 3 Special Edition Console along

with a number of other giveaways

Summary

Call to Action

• Download this Presentation from our Blog Site and share with others (available later today) -www.worktogetherbetter.com

• We will include an Appendix of key SharePoint products

• Visit our technical blog –www.implementingsharepoint.com

• Subscribe to ThreeWill Newsletter –http://www.threewill.com/newsletter/

• Free video on Exploring SharePoint 2007 – http://www.threewill.com/video/

Call to Action

• Request a Free SharePoint Assessment –http://www.threewill.com/assessment/

• Find out more about our SharePoint Quick-Start program –http://www.threewill.com/quickstart/– 1 to 3 week program

– First week is planning sprint

– Second and third weeks are proof of concept sprint

– Fixed cost and shared investment

2008 Seminar Schedule

• Look for one seminar per quarter

– One with Business Focus

– One with Technical Focus

• Keep up to date on the seminars by visiting

www.worktogetherbetter.com

Giveaways

Thanks to…

• Our presenters

• Our sponsors, especially Trey

Kimball of Microsoft

• Our seminar coordinator, Andi Peters

• You – thank you for taking the time to be here today

The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts...

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