Welcome to the
Minnesota SharePoint
User Group
August 11th, 2010
Composite Application for Knowledge Management
SharePoint 2010
Erik Mau
http://www.sharepointmn.com
Meeting
Meeting# 68
Agenda
•
•
•
•
•
Introductions
Business Problem
Demo
Approach / Architecture
Q&A
http://www.sharepointmn.com
Meeting # 68
User Group Goal / Objectives
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
http://www.sharepointmn.com
Meeting # 68
Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)
• Microsoft Gold Certified Partner
• Training on many technologies
Microsoft (www.microsoft.com)
http://www.sharepointmn.com
Meeting # 68
www.sharepointmn.com
•
•
•
•
•
•
Website for user group
SharePoint resource documents
SharePoint resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
• info@sharepointmn.com
www.sharepointmn.com
http://www.sharepointmn.com
Meeting # 68
Social Networking
• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group
– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter: @MNSPUG and #MNSPUG
http://www.sharepointmn.com
Meeting # 68
Upcoming Schedule
•
Next Meeting
• September 8th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topic: [TBD – BI ?]
Check www.sharepointmn.com for updates!
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office
http://www.sharepointmn.com
Meeting # 68
Local Events
SharePoint Saturday – October 2, 2010 *FREE*
http://www.sharepointsaturdaymn.com
http://www.sharepointsaturday.org/twincities/default.aspx
University of Minnesota – East Bank, Twin Cities Campus
http://www.sharepointmn.com
Meeting # 68
Conferences
Best Practices Conference – August 24-27, 2010
http://www.bestpracticesconference.com
Washington, D.C.
SPTechCon – SharePoint Technology Conference – October 20-22, 2010
http://www.sptechcon.com/
Boston, MA
No SharePoint Conference this year… October 3-6, 2011
http://www.mssharepointconference.com
http://www.sharepointmn.com
Meeting # 68
Announcements
• SharePoint 2010 Administration Toolkit V1
– User Profile Replication Engine 2010
– The Security Configuration Manifest
– The Content Management Interoperability Services
Connector
– The Load Testing Kit
– http://www.microsoft.com/downloads/details.aspx?FamilyId
=718447d8-0814-427a-81c3-c9c3d84c456e&displaylang=en
• Developing Applications for SharePoint 2010
– From the Microsoft Patterns & Practices group
– Guidance for developing applications with 2010
– http://www.microsoft.com/downloads/details.aspx?FamilyID
=64b55569-2168-4545-8b7c-f185b2cf967d
http://www.sharepointmn.com
Meeting # 68
Knowledge Management Application
“Elle”
http://www.sharepointmn.com
Meeting # 68
The Challenge …
Multiple systems in use
Over 10 years of project history spanning over 500 customers
Solutions span multiple technologies, scenarios,
industries and skill sets
Lost Opportunity
… Connecting
• Time Wasted
the Dots
• Duplicate Efforts
Have we done a project like XYZ before?
Do we have any examples of a project
like XYZ?
http://www.sharepointmn.com
Who has the following skills?
Meeting # 68
The Vision
Our goal was to make it easy for our users to intuitively interact
with our large history of solutions to search, browse, and
discover assets, information, relationships and experts to better
tell our stories.
Project
XYZ
Sales Executive:
“Have we done
any projects like
Project XYZ?”
http://www.sharepointmn.com
Consultant
ABC
Resource Manager:
“Who has a similar
tech profile to
consultant ABC?”
Technology
123
Consultant:
“Who has
background in
technology 123?”
Meeting # 68
Data, Data, Data
Person
Skills / Tech
Customer
Asset
Project
Industry
Asset Type
Project Type
http://www.sharepointmn.com
Meeting # 68
Skills / Technologies
Employee Profiles
Projects
Billing
Industries
Customers
http://www.sharepointmn.com
Meeting # 68
Skills / Technologies
Employee Profiles
Projects
Billing
Industries
Customers
http://www.sharepointmn.com
Images
Audio
Videos
Documents
Workflow
Metadata
Meeting # 68
Skills / Technologies
Employee Profiles
Projects
Billing
Industries
Customers
http://www.sharepointmn.com
Images
Audio
Videos
Documents
Search any word
Find Experts
Multiple points of entry
Workflow
Metadata
View assets
Meeting # 68
Technology
Usage
InfoPath
Data capture form for submission of content
into system
SharePoint
Search / aggregation engine and repository
for assets
Dynamics CRM
Source for account and program information
Dynamics GP
Source for employee-to-project phase
information
.NET
Development platform for custom
development
Silverlight
User experience for interacting with the
content
Word
Document Assembly Add-in for inserting
content into Word documents
http://www.sharepointmn.com
Meeting # 68
“Elle” – Interactive Knowledge Explorer
http://www.sharepointmn.com
Meeting # 68
Demo
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
http://www.sharepointmn.com
Meeting # 68
Agenda
• Integrating CRM using Business Connectivity Services (BCS)
• Asset Collection using InfoPath 2010
• Connecting documents and digital assets using Workflow and
Content Types in an Asset Library
• Extending the Newsfeed to notify Colleagues
• Managing Skills using Managed Metadata
• Surfacing Information with Search
• Bringing it all together with Silverlight
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
INTEGRATING CRM USING BCS
http://www.sharepointmn.com
Meeting # 68
Integrating CRM Data using BCS
• What is BCS?
–
–
–
–
BCS = Business Connectivity Services
Enables integration of business data in SharePoint
Read and Write
See the July MNSPUG Presentation that Raymond gave…
http://www.sharepointmn.com
Meeting # 68
Integrating CRM Data using BCS
• How is it used?
– Metadata for Assets
– Indexed by Search
– Integration with
InfoPath
http://www.sharepointmn.com
Meeting # 68
Integrating CRM Data using BCS
• How was it setup?
– SharePoint Designer
– Visual Studio
– BCS Model Deployed as Feature to SharePoint
New Feature Receiver in 2010 to support Visual Studio Integration!
Microsoft.Office.SharePoint.ClientExtensions.Deployment.ImportModelReceiver
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
WALKTHROUGH – EXTERNAL
CONTENT TYPE IN SPD
http://www.sharepointmn.com
Meeting # 68
External Content Types in SharePoint Designer
http://www.sharepointmn.com
Meeting # 68
Define the External Content Type
http://www.sharepointmn.com
Meeting # 68
Setup the Connection
http://www.sharepointmn.com
Meeting # 68
Create Operations
http://www.sharepointmn.com
Meeting # 68
Creating a Read Operation
http://www.sharepointmn.com
Meeting # 68
Define the Filter Parameters
http://www.sharepointmn.com
Meeting # 68
Define the Return Parameters (The Result)
http://www.sharepointmn.com
Meeting # 68
Publish to SharePoint (SPD or Feature)
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
ASSET COLLECTION USING
INFOPATH
http://www.sharepointmn.com
Meeting # 68
Asset Collection using InfoPath
• What is InfoPath?
– Electronic form design tool
– Thick client forms / web-based forms
– Allows submission to databases, web services, lists, or xml
http://www.sharepointmn.com
Meeting # 68
Asset Collection using InfoPath
• How is it used?
– Capture project
assets
– Associate CRM
project metadata
(External Item
Picker)
– Submission to
SharePoint Library
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
DEMO – INFOPATH FORM DESIGN
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
ASSET MANAGEMENT IN
SHAREPOINT
http://www.sharepointmn.com
Meeting # 68
Asset Collection Workflow
• How do Assets get to the Asset library?
– Visual Studio Workflow
– Attached to InfoPath form library
– Steps:
•
•
•
•
•
Retrieves Assets from form
Creates document set (if needed)
Imports assets
Sets project metadata
*Generates activity for newsfeed
http://www.sharepointmn.com
Meeting # 68
Asset Libraries
• What is an Asset Library?
– New library type in 2010
– Supports Audio, Video, and Image
content types
– Preview capabilities / Silverlight Media
Player
• How is it used?
– Storage for all assets
– Custom content types for asset metadata
(project, description, sensitivity)
http://www.sharepointmn.com
Meeting # 68
Document Sets
• What is a
Document Set?
– Specialized folder
– Bulk operations
– Home page
• How is it used?
– Project summary
page
– Container for assets
in Asset Library
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
DEMO – DOCUMENT SETS
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
CUSTOM “NEW ASSET” ACTIVITY
FOR NEWSFEED
http://www.sharepointmn.com
Meeting # 68
Custom “New Asset” Activity for Newsfeed
• What is the Newsfeed?
– Aggregation of Colleague-generated activities on My Site
– Like Farmville… but not as annoying
http://www.sharepointmn.com
Meeting # 68
Custom “New Asset” Activity for Newsfeed
• How is it used?
– Notifications generated when users
submit assets
– User profile setting (turn on / off)
• How was it setup?
– Notifications generated during
workflow
– Custom SP timer job collects
notifications and broadcasts
– Uses Inetium Activity Generation
Framework
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
MANAGING SKILLS WITH
MANAGED METADATA AND USER
PROFILES
http://www.sharepointmn.com
Meeting # 68
Managing Skills with Managed Metadata
• What is Managed Metadata?
– Service application in 2010
– Storage of Tags:
• Term sets / Terms
• Enterprise Keywords
– Supports both Taxonomy and Folksonomy
• How is it used?
– Skills Term set
– Skills in CRM synchronized with term set
– Skills User profile property uses Skills term set
http://www.sharepointmn.com
Meeting # 68
Term Store Management
http://www.sharepointmn.com
Meeting # 68
Skills User Profile Property
http://www.sharepointmn.com
Meeting # 68
Skill Synchronization Timer Job
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
DEMO – MANAGED METADATA
AND USER PROFILE
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
SURFACING INFORMATION WITH
SEARCH
http://www.sharepointmn.com
Meeting # 68
Surfacing Information with Search
• Custom search tab for
Assets
– Image Lightbox
– Rating Display
– Rating Refinement
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
DEMO – CUSTOM SEARCH TAB
http://www.sharepointmn.com
Meeting # 68
Approach / Architecture
INTEGRATING SILVERLIGHT WITH
SHAREPOINT
http://www.sharepointmn.com
Meeting # 68
Integrating Silverlight with SharePoint
• Projects
– CRM data indexed by SharePoint
using BCS content source
– Accessed through SharePoint
search web service
http://www.sharepointmn.com
Meeting # 68
Integrating Silverlight with SharePoint
• Skills
– Skills associated to SharePoint
User Profiles
– Employee skills accessed
through SharePoint search web
service
– Project skills accessed through
CRM relationships
http://www.sharepointmn.com
Meeting # 68
Integrating Silverlight with SharePoint
• People
– SharePoint User Profiles
– Indexed by SharePoint
– Accessed through SharePoint
search web service
http://www.sharepointmn.com
Meeting # 68
Integrating Silverlight with SharePoint
• Assets
– SharePoint Asset Library
– Project Metadata on Assets
– Accessed through SharePoint
list web service
http://www.sharepointmn.com
Meeting # 68
Business Connectivity
Services (BCS)
Doc sets
Custom activity feed
SQL Queries
Term store
SP Timer job
GP Business Portal
InfoPath web form
Digital Asset Management (DAM)
Workflow
User profiles
Search (BCS,
content, web
services)
InfoPath web form
Business
Connectivity
Services (BCS)
Web Services
InfoPath web part
Integration
Setting metadata Integrated workflow
programmatically
Custom Entities
User Experience
Web Services
VSTO
Search
RIA
Ribbon
http://www.sharepointmn.com
Meeting # 68
Q&A
http://www.sharepointmn.com
Meeting # 68
Thanks for coming!
http://www.sharepointmn.com
Meeting # 68