AGENDA

Welcome to the Delaware Valley SharePoint

User Group Russ Basiura

SharePoint ConsultantRJB Technical Consulting

www.rjbtech.comhttp://www.sharepointspecialists.com/

[email protected]

Delaware Valley SharePoint User Group

www.DVSUG.org

AGENDA

• Quick Intro• Announcements• SPImport

– SharePoint Utility for importing exporting content• Microsoft Office System Server (MOSS) 2007

– MOSS 2007 Overview– SharePoint

• Enterprise Content Management• Search• Knowledge Network• Capacity and Performance• Migration

– Forms• SharePoint Designer• Round Table Q & A


www.DVSUG.org

Introductions DVSUG Sponsor

• RJB Technical Consulting (www.rjbtech.com)– Delaware Valley based consulting company– Microsoft Partner– Practice Area focused on SharePoint and Information Worker

Technologies– Office 2007, SharePoint 2007 Groove Private Beta Partner


www.DVSUG.org

User Group Goal / Objectives

• Build 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


www.DVSUG.org

www.dvsug.org

• Website for user group• SharePoint resource documents• SharePoint resource websites links• RSS Feeds • Meeting Schedule• Past User Group Presentations• Blogs• Live Meetings / Webex• Discussions


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Upcoming Schedule

• Next Meeting – June 28th 5:30 PM to 8:30 PM – SharePoint Server 2007

• Web Content Management• David Goodhand – Microsoft Technology Specialist

– StayBridge Suites, Malvern, PA– Ongoing Schedule– Last Wednesday of every month– 5:30 PM to 8:30 PM– StayBridge Suites, Malvern, PA


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Upcoming Schedule

Content Management in Microsoft Office SharePoint Server 2007In the 2007 release, Microsoft will combine features of Microsoft

Content Management Server 2002 and Microsoft Office SharePoint Portal Server 2003 into a single server offering. David Goodhand, a technology specialist with Microsoft’s Mid-Atlantic States District, will present an overview of the content management features coming in the next release of SharePoint. He will also offer best practices on preparing CMS 2002 implementations for migration to MOSS 2007.

“Content Management” is the industry term typically applied to practices and technologies for preparing, editing, routing, and managing the content for external-facing web sites. More and more companies are leveraging these technologies for internal-facing portals, as well as integrating content management with document and records managements systems.


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SharePoint Toolkit

SPImport


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SharePoint Toolkit

Why SPImport?• SharePoint 2003 Content Import Tool• Data Extractors

– SPS 2001– Lotus Quickplace– File Share– eRoom– Public Folders– Windows File System


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SharePoint Toolkit

• Supports converting list types (News to Announcements, etc)

• Available at:

http://workspaces.gotdotnet.com/spimport


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Microsoft Office System Server (MOSS) 2007


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MOSS 2007What’s included in MOSS 2007?

Microsoft Windows SharePoint Services

Microsoft Office SharePoint Server 2007Microsoft Office Forms Server 2007Microsoft Office Groove Server 2007Microsoft Office Project Server 2007

Microsoft Office SharePoint Designer 2007


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MOSS 2007Microsoft Office Open XML FormatsNew XML file formats for Word, Excel and PowerPoint• New formats will be the default file formats• New file type extensions• Patches for Office 2000, XP and 2003 to open, edit and save• Open, transparent XML format

Benefits• Dramatic file size improvements

– 75% reduction in file size on average

• Helps keep private information private– Detect and remove sensitive information

• Better format structure for solutions • Increased document confidence

– Easily scanned for specific content

– No VBA code in documents by default; optional macro-enabled version


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MOSS 2007

Minimum Requirements

Operating system support and Hardware requirementsOperating system support and Hardware requirements

Client products: Windows XP SP1 or Windows VistaClient products: Windows XP SP1 or Windows Vista

Servers: Windows Server 2003, SQL 2000 w/ SP 3 or SQL 2005Servers: Windows Server 2003, SQL 2000 w/ SP 3 or SQL 2005

Web Server = 2.5 ghz, 2gb RAMWeb Server = 2.5 ghz, 2gb RAMApp Server: dual core proc 2.5 ghz, 2gb ramApp Server: dual core proc 2.5 ghz, 2gb ram

64-bit support (timing TBD)64-bit support (timing TBD)


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SharePoint Server 2007


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MOSS 2007

Russ’s Favorites

1. Recycle bin2. Pluggable authentication3. Security UI trimming4. Business Data Catalog5. Workflow6. Excel Services


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MOSS 2007What’s New??• Core improvements

– Tracking and Auditing

– Document library improvements – Policy Engine for Document Types

– Improved Search

– Business Data Catalog

– Excel Services

– Workflow

– Multi-Lingual MySites

• Anywhere access

– Outlook integration

– Keeping informed with Alerts and RSS

– Mobility – Multi-Device Capable

• Community and Communication

– Wikis & Blogs

– People and Groups


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MOSS 2007Key Investment Areas

Next generation e-mail, project management,

workflow, blog and wiki support

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalEnhanced SharePoint Portal aggregation and personalization

Great relevancewith rich people and

business data search

Server-based forms and workflow with

smart client and browser interfaces

Server-based spreadsheets plus BI portals built on SQL Server Analysis Services

Integrated document, records and Web content management

BusinessBusinessProcesseProcesse

ss

Unified ASP.NET 2.0 workspace foundation for

scalability and extensibility

SearchSearchContentContentManagementManagement

WindowsWindowsSharePointSharePoint

ServicesServices


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MOSS 2007

Technology Convergence

20032003

20012001

20062006

SharePoint Portal Server 2001SharePoint Portal Server 2001SharePoint Team Services “v1”SharePoint Team Services “v1”

Content Management Content Management Server 2002Server 2002

SharePoint Portal Server 2003SharePoint Portal Server 2003

Windows SharePoint Services “v2”Windows SharePoint Services “v2”

Windows SharePoint Services “v3”Windows SharePoint Services “v3”

Office 2007 SharePoint ServersOffice 2007 SharePoint ServersPortal, Web Content Management, and MorePortal, Web Content Management, and More


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MOSS 2007

• Portal / web application reference model– WSS 2.0 presentation tier– built with asp.net 1.1

• WSS 3.0 Presentation Tier– built on asp.net 2.0– asp.net 2.0/ wss 2.0 hybrid web parts– asp.net 2.0 master / content pages & master page

gallery– list views and custom field types


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MOSS 2007

• WSS 2 Services Tier– ESS specific Search Experience– AD Authentication and Authorization

• 3rd party non- AD– No support for site staging/migration/replication– Security: Site and Folder Level

• WSS 3 Services Tier– integrated enterprise search– asp.net 2.0 membership and roles provider models– Migration API and Migration File Format– Security: Site, Folder and Item Level; also global site collection

security policies– RSS feeds for lists / libraries


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MOSS 2007

• Classic Distributed App 3 Tiered Topology

• Very Flexible, Highly Scalable

• Scale-up and Scale-out are both possible

Tiered Topology

DatabaseServers and Clusters

Application Servers

WFE Servers1st Tier

3rd Tier

2nd Tier


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MOSS 2007

SharePoint TopologiesSingle Server

StrengthsFast and easy

LimitationsNo redundancy

Small and Medium Farms Strengths

Data and user load capacityAvailability and reliabilityPerformance

LimitationsSetup / ConfigurationsNetwork Considerations


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MOSS 2007

• Can start with 1 or 2 servers

• 2 servers for availability

• Can scale outBase Small Web Farm

Dedicated SQL Server

WFE and App ServerComplete Installation

User Requests

Scaling - Small Farm


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MOSS 2007

• Separate servers

• 1st and 2nd Tiers Scale naturally

• Database is not split

Base Medium Web Farm

Clustered SQL Server

Network Load BalancedWeb Front-End Servers

User Requests

Application Server

Scaling - Medium Farm


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MOSS 2007

Advanced SharePoint Topologies

Large Farm = N front endsStrengths

Data and user load capacityAvailability and reliabilityPerformance

LimitationsSetup / ConfigurationsNetwork Considerations

Multi – farm topologies

Dev / test /prodContent Management

Staging


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MOSS 2007

• 1st and 2nd Tier Topology is same as Medium

• Databases are split across clusters to take advantage of more hardware

Base Large Web Farm

Clustered SQL Server Databases

Network Load BalancedWeb Front-End Servers

User Requests

Application Server


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MOSS 2007

· Office Server components can expand and contract from a single server to a fully scaled topology and back.

• Office Server is designed to scale out, and scale back

• We will see…


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MOSS 2007

SharePoint Personalization

My Site = Personal Portal• List documents that I wrote• List sites that I'm interested in (my favorites)• Customize information shown to other users

Users can control their own navigation

User can create their own audiences or select from a global audience

Navigation can be controlled through an audience

Include webs in navigation- My HR Web- My Sales Web


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Enterprise Content Management


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MOSS 2007

Manage entire content lifecycle with easy to use tools

• Collaborative creation and approval of an equity research report with expiration policy and web publishing

• Developers can create an application to support a claims processing application

• Users create a new Word document from a central repository and access the associated metadata, workflow and policies

Scenario ExamplesScenario ExamplesIntegrated capabilities for entire lifecycle• From content creation to expiration• Manages documents, records, web content etc.• Supported by powerful search and workflow

Designed for Broad Adoption• Unified architecture built on next ver. WSS• Deep integration with Microsoft Office• Common IT tools for deployment/administration

Extensible and Interoperable • Support for XML, SOAP, SMTP and web services• Well defined API/OM for repository integration • Integration with Visual Studio


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MOSS 2007

• Portals are a collection of Webs– The Webs are arranged in a hierarchy– Hierarchy controls navigation and security

• SPSv2 Area, CMS02 Channel are now all based on the WSS Webs construct for containership

• Each Web has a document library for pages

Home (web)Home (web)

Products (web)Products (web)Services (web)Services (web)About Us (web)About Us (web)

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

= Page library= Page library

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

(Doc library)(Doc library)

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

Portal Data Model


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Workflow


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MOSS 2007Workflow Ecosystem

WSS Infrastructure

WWF WebService

Outlook

Browser UI

• Task Notification• Task Completion

• Initiation and parameter setting• Ad-hoc Customization (Forward/Delegate)• Task Completion

Authoring Apps

SharePoint Designer

• Wizard-based authoring• Forms integration• Application deployment

SourceList

TaskList

Access


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MOSS 2007SharePoint Designer to create Workflow


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MOSS 2007

Code Beside C# FilesCode Beside C# Files

Messaging activities (i.e. WSS event)

Messaging activities (i.e. WSS event)

Building blocks: activities & tasksBuilding blocks: activities & tasks

Schedule specific business logic

Schedule specific business logic

Property Browser IntegrationProperty Browser Integration

Workflow Designer in VS.NET


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MOSS 2007

Integrated Security

Robust security model for grouping SharePoint rights into Site Groups and granting Permissions on sites, lists and libraries to users and/or these groups

- Pluggable authentication model- Item Level Security- Security Trimmed User Interface - Login / Logout Link


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Business Data Catalog


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MOSS 2007

Business Data Catalog - connects office servers to business data. The BDC uses a data source description XML file.

Design MotivationsNo codeCentralized deploymentLow latencyCentralized data securityDesigned for portal and collaboration scenarios

Data query, indexing, personalizationThe BDC is NOT transactions, workflow or data transformations/adapters


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MOSS 2007

• Business Data List– Web parts can use custom XSLT– Web part connections

• Business Data Related List• Business data item – shows instance of entity• Search results web part

– Customized via xsl– Filtering via properties

Business Data Web Parts – simple business apps with no code


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Inter-Farm Shared Services


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MOSS 2007

Inter-farm Shared Services

ConfigurationParent

Specify 1 SSP from which remote farms can consume

Grant child farm(s) account(s) rightsChild

Must ID a parent farmMust ID a local SSP for Excel

Security implicationsDoes NOT clean up when IFSS turned off

Not supported across WAN links


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Search


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MOSS 2007

• Scenario find an account manager in Seibel

• Today– Vertical apps lack full-text search– Most users can’t locate or access vertical

apps– Hard to crawl business data

Search Data Not Just Documents


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MOSS 2007

• Search is a shared service– Create new content source

Full Text Search Using the Business Data Catalog


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MOSS 2007

Search

search architecture- 2 WFE Query Servers

- Single Dual-core processor- 4 gb memory- Windows server 2003 (32 bit)- Windows NLBS

1 Index Server- Four dual core processors

SQL cluster (active / Passive)

New features for managing crawlscontinuous propagationcrawl log viewer

item level details – view by host name, content source, dates, and messages.


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MOSS 2007Search

Search tabsenterprise wide searchreleased beta 1 with 3 tabs

intranetpeoplecustomers

intranet searchduplicate detectioneditorial best betsalerts

People searchCustomized with additional data feeds

Internal HR data storesUse of memberships in calculating relevance Ability to refine by job titleView by social distance


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MOSS 2007

Search

Configuration best practicesuse dedicated web front endsuse a singe crawl account per region


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MOSS 2007

Search

Best Betsuse query log information to enrich the setTitles and descriptions appear as enteredSet preferred order of the best bets display

Improving relevancydefine authoritative sites that are considered “central” to the intranet

start with short list

encourage content owners to focus ondescriptive titlesusing keywords within URL strings (file name)adding metadata to office documents


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MOSS 2007


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MOSS 2007

Outlook Integration

• Outlook allows user to work with personal and team data in one place– Read/Write access to SharePoint datatypes

• Calendar, tasks, contacts, discussions, and documents

– Synchronization for offline support – Users can ‘check out and edit’ documents when offline.– Roll-up views of calendars and tasks across sites

• Improved calendar– SharePoint’s calendar module with richer calendar views,

recurrence support, all-day events, and more


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MOSS 2007

• Event Overlays in Outlook Calendar

• My SharePoint Folder inside Outlook

- Lists all sites that user is a member of

- Can also push down specific sites that you want all users to see

- Can also double-click to see sub sites

Outlook Integration


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MOSS 2007

Word Integration

• Blog entries from within Word

• Publishing of blogs from within Word


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MOSS 2007

Powerpoint Integration

• Create slide library from several sources


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MOSS 2007

Excel Services

• New Office 2007 functionality built on SharePoint Server platform that provides:

• Server-side Excel spreadsheet calculation

• Browser based spreadsheet viewing & interactivity

• Web service access to spreadsheet calculation


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MOSS 2007Excel Services

Excel 2007Excel 2007

BrowserBrowser100% thin100% thin

View and Interact

CustomCustomapplicationsapplications

Web Services Access

Excel 2007Excel 2007clientclient

Open Spreadsheet/Snaps

hot

Author & Publish Spreadsheets


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MOSS 2007

Excel ServicesWeb front endWeb front end

Excel web Excel web accessaccess

Excel web Excel web servicesservices

ECS ProxyECS Proxy

• Web front-end– SharePoint UI– HTML rendering + web services

• Application server– Loads spreadsheets, refreshes data,

calculates– Maintains state for interactivity– File + query caches for performance

• The Office servers provide:– Solution platform– Store: spreadsheets, data connection

files, admin settings– Security: Authentication, Authorization

• Single box or multi-tier • Independent scale-out

Excel calculation serviceExcel calculation service

ECS interfaceECS interface

Application ServerApplication Server

External data sourcesExternal data sources

Flexible TopologyFlexible Topology

Independent Scale-OutIndependent Scale-Out

Application ServerApplication Server

Web front endWeb front end


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MOSS 2007

Excel Services: Server-based spreadsheets


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MOSS 2007Knowledge Network

Knowledge Network is a valuable component of Office SharePoint Server 2007, enhancing enterprise search for people by automating the discovery of the business relationships and subject matter expertise of everyone in the network. Knowledge Network provides vital business insights that enable users to make better decisions more quickly.

Discover who knows what and who knows whom within an organization. Quickly and easily locate people by subject expertise or social relationships with key contacts or companies.

Simplify creating automated user profiles for each member of the network. Knowledge Network automates the discovery and sharing of undocumented knowledge and relationships for each member in the network. The user-customizable automated profile is secure and requires member approval before it is shared.

Effectively search and pinpoint individuals. Knowledge Network provides the ability to connect with internal and external contacts, and calculates the shortest social distance between any two people in the network.


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MOSS 2007

Capacity and Performance

Users – throughput – # of requests that environment can handleuser load: Typical vs. Peak

- Typical = Average requests over standard unit of time (work day)- Peak = concurrency (versus user type); plan for peak

Usage profile: users behavior- Usage rule of thumb; assuming 10% concurrency

- 1 RPS = 3600 RPH – 100 Concurrent users = 100 total usersRecommendations- #1 killer of latency = custom web parts

- Watch for sql roundtrips, unnecessary data, excessive client side script- Profile your solutions- Site structure- Reduce the # of app pools - Every app pool consumes 56 meg of memory


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MOSS 2007

Capacity and PerformanceSuggested limits for Beta 2

- site collections – database – 50,000- Web sites – site collection – 250,000- Sub web sites – web site – 2,000- Lists – site – 2,000- Items – list – 10 M- Documents - ?

Hardware how SharePoint scales- designed to grow with org needs

- server resources x32, x64, cpu, ram, hdd- recommended 64 bit for back end services which can leverage additional addressable memory- SQL: HDD configuration critical

Server farm- Topology restrictions removed- WFE query, index, excel calc, project, SQL

Shared Services- On by default

Adopted WSS adage: content only limited by HW capability- Sites: Portals are just another site


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MOSS 2007

Standard Tool Support

MOM packs for MOM 2005

Best Practices Analyzer (BPA)Industry wide best practice rulesProvides warnings and rules; does not make config

changes

Microsoft update support

Operational Tasks – Password Management

Service account credentials changePassword roll

Stsadm –o updateaccountpassword – finds all services using accounts and updates the password across the farm


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MOSS 2007

Disaster Recovery

backup and restore methodsrecycle bin for documents and listsSite level backup / restore via stsadmIntegrated backup / restore UI for web application

Mirror / failover farmReplicate primary farm on secondary


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5 minute break


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Forms Server 2007


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MOSS 2007

Extending the reach of formsWeb-enabled InfoPath forms

Zero client footprint required

Great user experience with browser e-forms

Minimal round-tripsLocal validation and formatting

Supporting intranet, extranet and internet topologies

Built on the WSS platform using ASP.NET “Design once” for rich and reach e-forms

Cross-browser and cross-platform support

IE, Netscape, Firefox, Mozilla, SafariWindows, Mac OSX, Unix, Linux


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MOSS 2007

Migration Strategies• WSS 2003• Sharepoint Portal Server 2003• Content Management Server 2002• Exchange Public Folders• Plumtree Portal• Documentum• Lotus Notes• Windows File System


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MOSS 2007

• Upgrade Options– In Place Upgrade– Gradual Upgrade

• Revert to v2

– Content DB Migration


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MOSS 2007

Migration Tools

• Casahl ecKnowledge

• Metalogix Migration Manager

• ParallelSpace Corporation

• Tzunami Deployer

• Quest

• SPimport tools from GotDotNet


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MOSS 2007

Look for RJB Migration Planning Workshops

• Fall 2007


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MOSS 2007

• SharePoint ~ platform

• Beta 2 on May 23– (broad availability)

• RTM Q4 2006• Expect October

CollaborationCollaborationBusinessBusiness

IntelligenceIntelligence

PortalPortalBusinessBusinessProcesseProcesse

ss

SearchSearchContentContentManagementManagement

WindowsWindowsSharePointSharePoint

ServicesServices

MOSS Timeline


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SharePoint Designer

Create and edit when pages based on web standardsMake site wide layout changes on formatting changesMake changes with a safety net – Re-GhostingBackup and restore

Why SharePoint Designer?Need for end user no code managed customization

What’s new?


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SharePoint Designer

Why deploy designer?

Give users more control of site customizationEnable user to do more of the work traditionally done by I.TManaged and controlled experience between I.T. and user

No code application building and customization = no riskSafety net in place with re-ghosting

Frontpage will not be able to edit SP V3 sites

Visual Studio can NOT open SharePoint Sites but can be used to write code behinds pages, web parts, etc.


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SharePoint Designer

Site Template Pages (Overview)

Site deployed from a template or site definition will use pages on disk Commonly referred to as “ghosting”

Pages saved to the database by SP designer are modified copies of disk pages

Site template report support tracking these customized pages and reverting them to ghosted form

Very useful in V2 to V3 upgrade scenarios to quickly adopt new look and feel


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Questions??


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Round Table Discussion

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