Deploying Digital Deploying Digital DashboardsDashboards

Howard CrowHoward CrowLead Product ManagerLead Product ManagerMicrosoftMicrosoft

4-3034-303

AgendaAgenda DDRKDDRK ArchitectureArchitecture Working with Parts Working with Parts Dashboard SchemaDashboard Schema DeploymentDeployment Part DistributionPart Distribution Freedom2Freedom2 QuestionsQuestions

What’s NewWhat’s New Standardized nuggets – Web PartsStandardized nuggets – Web Parts

Share Web PartsShare Web Parts XML and WebDAV architectureXML and WebDAV architecture

Open, extensible, internet readyOpen, extensible, internet ready Designed as a ServiceDesigned as a Service

Hosted on the ServerHosted on the Server Runs in IE Stand-aloneRuns in IE Stand-alone

XSL skins can support many platformsXSL skins can support many platforms

Resource KitResource Kit Designed to help you understand the Designed to help you understand the

new Digital Dashboard Frameworknew Digital Dashboard Framework SQL Server Sample Digital DashboardSQL Server Sample Digital Dashboard File System Sample Digital DashboardFile System Sample Digital Dashboard Digital Dashboard Service ComponentDigital Dashboard Service Component Web Part SDK DocumentsWeb Part SDK Documents Web Part BuilderWeb Part Builder Web Part GalleryWeb Part Gallery The Web Store is Coming!The Web Store is Coming!

Choosing A SampleChoosing A Sample

Active Directory IntegrationActive Directory Integration Office IntegrationOffice Integration Offline supportOffline support Streaming MediaStreaming Media Native WebDAV/XMLNative WebDAV/XML

ExchangeExchangeWeb StoreWeb Store

Relational user and part managementRelational user and part management Better Personalization securityBetter Personalization security Scalable Application ServerScalable Application Server

SQL ServerSQL Server

SimpleSimpleWeb Part BuildingWeb Part BuildingSmall DeploymentsSmall Deployments

FileFileSystemSystem

AdvantageAdvantageStoreStore

Installing The SamplesInstalling The Samples RequirementsRequirements

Windows 2000 + IIS + (SQL 7)Windows 2000 + IIS + (SQL 7) Must have IP resolutionMust have IP resolution

What is installedWhat is installed Dashboard FactoryDashboard Factory Admin Dashboard & Sample Web PartsAdmin Dashboard & Sample Web Parts SQL WebDAV IIS ExtensionSQL WebDAV IIS Extension

UpdatesUpdates www.Microsoft.com/digitaldashboardwww.Microsoft.com/digitaldashboard

AdministrationAdministration Admin dashboard Admin dashboard

One stop admin of all dashboardsOne stop admin of all dashboards Also manage partsAlso manage parts The only way to create a root dashboardThe only way to create a root dashboard

Great use of Digital Dashboard Service Great use of Digital Dashboard Service ComponentComponent

Permissions (SQL)Permissions (SQL) File system managed in file systemFile system managed in file system

Build A DashboardBuild A DashboardDemoDemo

How The Samples WorkHow The Samples Work

ArchitectureArchitecture

Storage of dashboard Storage of dashboard and part metadataand part metadata

Dashboard APIs for Dashboard APIs for read and writesread and writes

Context, notification,Context, notification,and messagesand messages

Assembly of parts,Assembly of parts,dashboard and dashboard and styles styles

Digital DashboardDigital Dashboard

Dashboard FactoryDashboard Factory

Digital Dashboard Services ComponentDigital Dashboard Services ComponentWebPartWebPartWebPartWebPart WebPartWebPart

IISIIS

ExchangeExchange20002000

WebPartWebPart

SQLSQLServerServer

FileFileSystemSystem

Office, Outlook, Office, Outlook, and IEand IE

WebDAVWebDAV WebDAVWebDAV

Store.vbsStore.vbsDashboard.aspDashboard.asp XSLXSL ..Edit.asp..Edit.asp XSLXSL

What Is A Web PartWhat Is A Web Part Reusable component for rendering web Reusable component for rendering web

content and services inside a digital content and services inside a digital dashboarddashboard It is a document – HTML, XML, JS, VBSIt is a document – HTML, XML, JS, VBS Wrapped in rendering propertiesWrapped in rendering properties Defined XML Interchange formatDefined XML Interchange format

Stored in two partsStored in two parts Document – HTTP Put, GetDocument – HTTP Put, Get Properties – WebDAV PropPatchProperties – WebDAV PropPatch

A Dashboard is a Folder of PartsA Dashboard is a Folder of Parts

The Dynamic DashboardThe Dynamic Dashboard User Requests a Dashboard with a URLUser Requests a Dashboard with a URL

Combination Factory + DashboardCombination Factory + Dashboard Dashboard makes webDAV call to folderDashboard makes webDAV call to folder

Security token is passedSecurity token is passed XML stream is returnedXML stream is returned

Filtered for permissionsFiltered for permissions Dashboard XSL Transforms into Dashboard XSL Transforms into

dashboarddashboard HTML is returned to clientHTML is returned to client

Build A Web PartBuild A Web PartDemoDemo

DeploymentDeployment

Deploy With File SystemDeploy With File SystemOnly for small deploymentsOnly for small deployments Everyone sees same dashboardEveryone sees same dashboard Save Dashboard in a folder called Save Dashboard in a folder called

TemplateTemplate Use wwwroot_default.aspUse wwwroot_default.asp

Save as default.htm in rootSave as default.htm in root Creates an instance of template for Creates an instance of template for

each usereach user Redirects user from http://serverRedirects user from http://server

Parts updated through MasterPartLink Parts updated through MasterPartLink

Deploy On SQLDeploy On SQL Every dashboard has 2 statesEvery dashboard has 2 states

Global – “template”Global – “template” User – everyone sees a different viewUser – everyone sees a different view Stored in a join tableStored in a join table

Create a dashboard for each groupCreate a dashboard for each group Deploy URL by departmentDeploy URL by department

Make default.asp a redirectMake default.asp a redirect Assign url to AD OU - home dashboardAssign url to AD OU - home dashboard Script default.asp to AD Script default.asp to AD

Outlook And OfflineOutlook And Offline Further Reading: July MSDN Mag Further Reading: July MSDN Mag In Internet ExplorerIn Internet Explorer

Set as Offline FavoriteSet as Offline Favorite 2 Levels offline2 Levels offline

Deploying in OutlookDeploying in Outlook Hosted as Folder Home Page – 2 levelsHosted as Folder Home Page – 2 levels To Host in Outlook Today, use special To Host in Outlook Today, use special

registry switchregistry switch

[HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\9.0[HKEY_CURRENT_USER\Software\Policies\Microsoft\Office\9.0\Outlook\Webview\mailbox]\Outlook\Webview\mailbox]"url"="url"=http://digidash/home.htm "navigation"="yes""navigation"="yes"

Types Of Digital DashboardsTypes Of Digital Dashboards Personal Digital DashboardPersonal Digital Dashboard

Personal SettingsPersonal Settings Visible only to meVisible only to me

Team/Dept. Digital DashboardTeam/Dept. Digital Dashboard Everyone sees the same dashboardEveryone sees the same dashboard Admin manages the look and feelAdmin manages the look and feel

Corporate PortalCorporate Portal HybridHybrid Parts and DashboardsParts and Dashboards

CustomizationCustomization Tied directly to NT SecurityTied directly to NT Security Applies to Dashboards and PartsApplies to Dashboards and Parts Levels of AccessLevels of Access

No Access – Can’t See No Access – Can’t See No NT accessNo NT access

Read Only – Can see, but not Read Only – Can see, but not Read access in NTRead access in NT

Personalize – Change General PropsPersonalize – Change General Props Available only in SQLAvailable only in SQL

ModifyModify Read & WriteRead & Write

Customization DemoCustomization Demo

Dashboard CatalogDashboard Catalog Corporate Catalog of Web PartsCorporate Catalog of Web Parts

Users can add parts to dashboardUsers can add parts to dashboard Accepts .DWPs and WebDAV partsAccepts .DWPs and WebDAV parts

UpdatesUpdates IN SQL, everyone shares the same partIN SQL, everyone shares the same part In File System us MasterPartLinkIn File System us MasterPartLink

Extended Schema for CategorizationExtended Schema for Categorization Searching PartsSearching Parts PersonalizationPersonalization

Enterprise Decision PortalEnterprise Decision PortalDeployment And Deployment And InteroperabilityInteroperability

Jason WelchJason Welchfreedom Architecture Groupfreedom Architecture GroupInfoImage, Inc.InfoImage, Inc.

4-3034-303

AgendaAgenda Real-world issues in deploying Real-world issues in deploying

enterprise portalsenterprise portals freedom 2 Architecture Overviewfreedom 2 Architecture Overview freedom 2 + Web Parts = Interoperabilityfreedom 2 + Web Parts = Interoperability DemoDemo freedom 2 vs. DDRK 2.0freedom 2 vs. DDRK 2.0

About InfoImage, Inc.About InfoImage, Inc. A Leading Enterprise Portal Software A Leading Enterprise Portal Software

CompanyCompany A Microsoft Global Alliance PartnerA Microsoft Global Alliance Partner Founded in 1992Founded in 1992 Offices nationwideOffices nationwide 300 employees300 employees

About The About The freedom 2 Decision Portalfreedom 2 Decision Portal A platform for developing, deploying, A platform for developing, deploying,

and maintaining enterprise portals that and maintaining enterprise portals that offer high degrees of scalability and offer high degrees of scalability and interoperabilityinteroperability

Real-World Issues In Real-World Issues In Deploying Enterprise PortalsDeploying Enterprise Portals Directory managementDirectory management Object managementObject management Integration with back-end systemsIntegration with back-end systems

OLTPOLTP OLAPOLAP ReportingReporting

Integration with collaborative systemsIntegration with collaborative systems ScalabilityScalability

Real-World Issues In Real-World Issues In Deploying Enterprise PortalsDeploying Enterprise Portals FlexibilityFlexibility ReuseReuse Multiple Browser SupportMultiple Browser Support Both Extranet and IntranetBoth Extranet and Intranet Quick DeploymentsQuick Deployments Disconnected UsersDisconnected Users WirelessWireless

freedom 2 Architecture freedom 2 Architecture OverviewOverview

Architecture OverviewArchitecture Overview Federated Portal ArchitectureFederated Portal Architecture

DistributedDistributed Metadata-drivenMetadata-driven Based on Windows DNABased on Windows DNA Not based on the DDRKNot based on the DDRK

Our GoalsOur Goals ScalabilityScalability InteroperabilityInteroperability Centralized managementCentralized management Flexible framework with a rich Flexible framework with a rich

programmability modelprogrammability model Ease of integrationEase of integration

Architecture ModelArchitecture Model USER

Freedom Center Presentation Services

Digital Business Identity/Personalization

Freedom Federated Services

Metadata Repository

Taxo

nom

ies

Obj

ect R

els

Secu

rity

Que

ries &

Rep

orts

Porta

l Lay

out

Inte

grat

ion

Rul

es

Porta

l Con

tent

Dis

cove

ry

Dat

a In

tegr

atio

n

Inst

alla

tion

Dep

loym

ent

Ver

sion

ing

Man

agem

ent

Con

figua

tion

Reg

istra

tion

Inte

rcha

nge

ToolsAdministrator Developer

Physical ArchitecturePhysical Architecture Client supportClient support

MS IE 4 and 5MS IE 4 and 5 MS Outlook 2000MS Outlook 2000 Other HTML 3.2 compliant browsersOther HTML 3.2 compliant browsers

Directory services based on Active Directory services based on Active DirectoryDirectory

Federated services engine based on Federated services engine based on COM+ and XMLCOM+ and XML

Physical ArchitecturePhysical Architecture Metadata repositoryMetadata repository

Microsoft Repository Microsoft Repository SQL Server 7.0SQL Server 7.0

ToolsTools Microsoft Visual StudioMicrosoft Visual Studio MMC MMC freedom Federation Toolsfreedom Federation Tools

freedom 2 + Web Parts = freedom 2 + Web Parts = InteroperabilityInteroperability

Why Are Web Parts Why Are Web Parts Important ?Important ?

Standard specificationStandard specification InteroperabilityInteroperability

We encourage our competitors to also We encourage our competitors to also adopt Web Partsadopt Web Parts

ExtensibilityExtensibility

freedom 2 And Web Partsfreedom 2 And Web Parts freedom support for Web Partsfreedom support for Web Parts

Store produces extended Web Part XMLStore produces extended Web Part XML Viewer consumes extended Web Part XMLViewer consumes extended Web Part XML Tools to import Web Part definitions Tools to import Web Part definitions

(.DWP) (.DWP) Tools to create/register new Web Parts Tools to create/register new Web Parts

within freedomwithin freedom Tools to export Web Part definitionsTools to export Web Part definitions Support for DDSC functionalitySupport for DDSC functionality

freedom 2 And Web Partsfreedom 2 And Web Parts Proprietary extensions to Web Part Proprietary extensions to Web Part

definitionsdefinitions Added on importAdded on import Stripped-out during exportStripped-out during export

Once imported, freedom specific Once imported, freedom specific lifecycle, propagation, and lifecycle, propagation, and personalization rules applypersonalization rules apply

Web Parts/freedom ArchitectureWeb Parts/freedom ArchitecturefreedomCenter(viewer)

Client

freedomStore

HTMLHTML

Portal Definition +Decision Object XML

FCD(Store Module)

ADOADO

Remove freedom Extension Export Facility

.DWPfile

Import Facility

Apply freedom Extensionsto form Decisions Objects

Demo…Demo…

freedom 2 Versus DDRK 2.0freedom 2 Versus DDRK 2.0 InfoImage Federated Portal Architecture InfoImage Federated Portal Architecture

gives Enterprise Abilitiesgives Enterprise Abilities Scalability Scalability ManageabilityManageability And now… InteroperabilityAnd now… Interoperability

Advanced Personalization ServicesAdvanced Personalization Services Advanced, Heterogeneous Data Advanced, Heterogeneous Data

IntegrationIntegration