Business Intelligence and Business Forms with MOSS 2007 Meinrad Weiss Principal Consultant, Solution...

Business Intelligence and Business Forms with MOSS 2007

Meinrad WeissPrincipal Consultant,Solution [email protected]

MSDN TechTalk 2006

© 2006MOSS, BDC, Forms Server and BI 2

Agenda

Content Types

InfoPath Forms Services

Business Data Catalog

Excel Services

Business Intelligence Portal

Templates

Features and Controls

Das Mass unserer Dinge ist die Höhe Ihrer Ansprüche.

© 2006

BusinessIntelligence

Collaboration

Search

PortalBusinessForms

PlatformServices Workspaces, Mgmt,Security, Storage,Topology, Site Model

ContentManagement

Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards

Integrated document management, records management, and Web content management with policies and workflow

Rich and Web forms based front-ends, LOB actions, enterprise SSO

Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists

Enterprise scalability,contextual relevance, rich people and business data search

Enterprise Portal template, Site Directory, My Sites, social networking, privacy control

SharePoint Products and Technologies:

© 2006

Foundation for content management

Can contain Item Schema – Collection of Site Columns Document Template (if applicable) Scope (Useful for search) Workflow Settings Policy Settings …

Can be assigned to Document Libraries One Library can be assosiated with more than one content type

Content Types

MOSS, BDC, Forms Server and BI 4

© 2006

Company Wide Trip Report

Company Wide Trip Report

Base Document

Base Document

Branch VersionTrip Report

Branch VersionTrip Report

Company Wide Expense ReportCompany Wide Expense Report

Company Wide Review Form

Company Wide Review Form

Allows individual customization of an organization's document types

“My Company” definition of a type -> “My Team” definition

Content Types are Hierarchical


© 2006

Site Column

Reusable column definitions Defined at the Site level Use in multiple Content Types in multiple lists Update in one place


© 2006

All together


ListsListsDocument LibraryDocument Library ListList

Column: Name Column: Name

Column: PriceColumn: PriceColumn: ProductColumn: Product

Column: PriceColumn: Price

Site ColumnsSite Columns

Column: CountryColumn: Country

Column: SizeColumn: Size

WorkflowWorkflow

TemplateTemplate

ScopeScope

Content TypeContent TypeContent TypeContent Type


Agenda

Content Types



Excel Services


Templates



© 2006

InfoPath Form Services

InfoPath traditional focus on client side

InfoPath Forms Service offers server side generation and handling of forms Users do not require InfoPath client Supported Browsers

IE 6+, Safari, Netscape, Firefox

Design Once mantra Shared controls, business logic, object model, Design Checker designs for the targeted environment and run

compatibility checks

.NET support


© 2006

© 2006

Publishing, Opening, and Filling

InfoPath Designer SharePoint 2007 Servers

.XSN

Windows SharePoint Services

.ASPX

Office SharePoint Server

XSN, XML loaded

Business logicexecution

InfoPath ClientTake offline as needed

Forms (Document) Library

Forms Server

Web Browser

Publish


© 2006

Limitation of Form Services

Not all Controls are supported Checker included

ComboBox Multiple-Selection List Box Master/Detail Bulleted, Numbered and Plain List Picture Ink Picture Vertical Label Scrolling and Horizontal Region Horizontal Repeating Table Choice Group Repeating Choice Group Choice Section Repeating Recursive Section ActiveX Controls



Agenda

Content Types



Excel Services


Templates



© 2006

Business Data Catalog („Front End Middleware“)

Integration of Line of Business (LOB) Data

Reduce the need to write custom front-end code Reuse SOA investments already in place

Create optimized, manageable method for reusing data Centralized deployment Centralized data security Low latency

Designed for portal & collaboration scenarios Data query, indexing, personalization

The BDC is not about: transactions, workflow, data transformation, adapters, precomposition


© 2006

Data SourceDatabaseDatabase

ADO.NetADO.Net Web ServiceProxy

Web ServiceProxy

Web Service(e.g. SAP, …)

Business Data Catalog Business Data Catalog MetadataDatabase

BusinessData

WebParts

BusinessData

WebParts

SharePointLists

SharePointLists SearchSearch User

ProfileUser

ProfileCustomSolutionCustomSolution

ApplicationDefinition

(XML)

ApplicationDefinition

(XML)

Import

Adapter

Definition

Application

Business Data Catalog Architecture


© 2006

Application Definition File

System: Data source

Entity: Real-world thing in a System

Method: Operation on an Entity

Association: Relationship between Entities


© 2006

Utilites to generate the ADF

http://www.mossbdcmetadatamanager.com/

http://www.sharepointblogs.com/files/97/tbaginski/entry9258.aspx

MOSS, BDC, Forms Server and BI

© 2006

Entity DetailsEntity Details

FieldsFields

ActionsActions

FiltersFilters

Business Data Catalog Application Definition


Agenda

Content Types



Excel Services


Templates



© 2006

What is Excel Services?

EXCEL SpreadsheetsMOSS, BDC, Forms Server and BI 20

© 2006

What is Excel Services?

Excel Services is: Office 2007 server-side functionality built on SharePoint Server Server-side Excel spreadsheet calculation engine Browser-based spreadsheet viewer Calculation engine consumable via web services

Excel Services does not: Support authoring in the browser Solve the problem of multi-user spreadsheet authoring Support all features of Excel spreadsheets


© 2006

Excel 2007

Browser100% thin

View and Interact

Customapplications

Web Services Access

Excel 2007client

Open Spreadsheet/Sna

pshot

Author & Publish Spreadsheets

Overview of Excel Services


© 2006

Data Source DatabaseDatabase

ApplicationLayer

Document LibraryDocument LibraryExcel Calculation

Services

Excel Calculation

Services

User-DefinedFunctions

User-DefinedFunctions

Web Front EndLayer Excel Web

ServicesExcel WebServices

Excel WebAccess

Excel WebAccess

CubeCube

Any Data Source(e.g. Web Service)

AccessLayer

HTML in Browser Web ServiceHTML in a WebPart

Excel Services Components

© 2006

Excel Services

Excel has great calculation and charting engine

Server-side Excel calculation engine for browser based spreadsheet viewing & interactivity

Eliminate “multiple versions of the truth” caused by distributing copies of spreadsheets

Control access to spreadsheets for regulatory concerns or to protect proprietary information

Offload long-running calculations from desktop

Reuse logic & business models built in Excel


© 2006

Extending Excel unsingUser-Defined Functions


© 2006

Deployment of UDF‘s

UDF must be distributed if document is used locally

COM meets .NET Client Side is still built on COM Architecture Server Side Excel Services are new and use the .Net Framwork

„Different“ Assemblies are required


© 2006

COM(XLL)

XLL

XLL Wrapper

ManagedCode

Managed Code(UDF)

ServerClient

Excel Server

ManagedCode

Managed Wrapper

XLL

Wrapper-Classes for UDF‘s

http://www.exceldna.typepad.com/


© 2006

Connection Libraries

Excel may need to get data from a backend system E.g. Analysis Services

Connection information can be centrally stored and managed in „Connection Libraries“



Agenda

Content Types



Excel Services


Templates



© 2006

BI Template

A Bunsiness Intelligence Site can be created using the „Report Center“ Template Contains all the necessary Controls


© 2006

Sample Dashboard

List of standard Reports

Output of a Report

KPI‘s

Document LibraryHTML Excel-View

Filtering

© 2006

KPI Lists

TC SQL Server 2005 Client Tools and Outlook (R2.0) 32

A list of KPI‘s can be maintained Just a list of KPI‘s, not a tool to manage a Balanced Score Card

If possible Analysis Services should be used Central place to manage MDX support Easy to integrate in Microsoft ScoreCard Manager

© 2006

Business Scorecards Architecture

Scorecard Applikation

Business Business AnalystsAnalysts

Business Definition Authoring

Solution Builder Desktop Application

Office Scorecard Webpart Office Scorecard Webpart Office Report Viewer WebpartOffice Report Viewer Webpart

Scorecard Reporting, Analysis und Scorecard Reporting, Analysis und CollaborationCollaboration

Business Decision Business Decision MakerMaker

Web Components

Reporting Services2005/2000

Daten Plattform

Meta Daten


© 2006

Business Scorecards Architecture

Scorecard Applikation

Business Business AnalystsAnalysts

Business Definition Authoring

Solution Builder Desktop Application

Office Scorecard Webpart Office Scorecard Webpart Office Report Viewer WebpartOffice Report Viewer Webpart

Scorecard Reporting, Analysis und Scorecard Reporting, Analysis und CollaborationCollaboration

Business Decision Business Decision MakerMaker

Web Components

Reporting Services2005/2000

Daten Plattform

Meta Daten


© 2006

Data Warehouse(SQL Server 2005 RDBMS)

Integration(SQL 2005 IS)

Analysis(SQL 2005 AS)

Reporting(SQL 2005 RS)

End-user Analysis(Excel 2007)

Portal and Collaboration(SharePoint 2007)

Scorecarding, Budgeting, Planning(PerformancePoint 2007)

On the top


© 2006

Roadmap to Performance Point Server


© 2006TC SQL Server 2005 Client Tools and Outlook (R2.0) 37








© 2006

Conclusion

Flexible and comprehensive „Front End Middleware“

Focus on Web technology But not only

Smart Clients have still their place (Offline, optimal uses of local resources)

Fast results without huge programming effort

Extensible platform


© 2006

Next Steps


© 2006

Further Trainings


WettbewerbWettbewerb

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Business Intelligence and Business Forms with MOSS 2007 Meinrad Weiss Principal Consultant, Solution...

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