the next level seminar - threewill · –simple approval –approve and publish –page layouts...
TRANSCRIPT
![Page 1: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/1.jpg)
Agenda
• Introduction to Seminar
• Session 1
• Break
• Session 2
• Summary and Call To Action
![Page 2: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/2.jpg)
Areas of Focus
1. Single Platform2. Business Apps and
Workflow3. Microsoft Office
Integration4. Business Intelligence
6. Communities and
Collaboration7. Enterprise Content
Management8. Enterprise Search
![Page 3: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/3.jpg)
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)
![Page 4: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/4.jpg)
SharePoint Security
• Today’s Focus
– 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)
![Page 5: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/5.jpg)
SharePoint Security
• The default permissions for a list/library is to inherit from the parent.
![Page 6: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/6.jpg)
SharePoint Security
• Today’s Focus – Inheriting 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)
![Page 7: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/7.jpg)
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
item.
• The following comes from the
Advanced Settings on a list.
![Page 8: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/8.jpg)
SharePoint Security
• The following screen shows a custom
permission level. This can be applied to an
existing or new SharePoint group.
![Page 9: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/9.jpg)
SharePoint Security
• Today’s Focus – Inheriting security
– List-level security
– Configuring Forms-based Auth.
– Configuring/Using SSO
• Broad Topics• Built-in Security• Authentication• Authorization
• Extensibility• Single Sign On (SSO)
![Page 10: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/10.jpg)
![Page 11: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/11.jpg)
SharePoint Security
• Today’s Focus – Inheriting security
– List-level security
– Item-level security through code
– Configuring/Using SSO
• Broad Topics• Built-in Security• Authentication• Authorization
• Extensibility• Single Sign On (SSO)
![Page 12: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/12.jpg)
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
![Page 13: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/13.jpg)
SharePoint Security
![Page 14: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/14.jpg)
SharePoint Security
![Page 15: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/15.jpg)
![Page 16: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/16.jpg)
SharePoint Security
• Today’s Focus – Inheriting security
– List-level security
– Item-level security through code
– Configuring Forms-based Auth.
• Broad Topics• Built-in Security• Authentication• Authorization
• Extensibility• Single Sign On (SSO)
![Page 17: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/17.jpg)
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
![Page 18: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/18.jpg)
SharePoint Security
![Page 19: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/19.jpg)
![Page 20: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/20.jpg)
SharePoint Security
• Clicking on the link below (in the web part)
takes you to the screen at the bottom of the
page.
![Page 21: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/21.jpg)
Areas of Focus
1. Single Platform2. Business Apps and
Workflow3. Microsoft Office
Integration4. Business Intelligence
5. SharePoint Security
7. Enterprise Content
Management8. Enterprise Search
![Page 22: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/22.jpg)
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
![Page 23: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/23.jpg)
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
![Page 24: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/24.jpg)
Community Site Example
• VersionOne
– Provides software for Agile project
management
– Community provides integration
with Google Groups
– http://community.versionone.com
![Page 25: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/25.jpg)
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
![Page 26: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/26.jpg)
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
![Page 27: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/27.jpg)
Digg – Computed Fields
12\TEMPLATE\SiteTemplates\Blog\Lists\Post\schema.xml
![Page 28: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/28.jpg)
Digg – Blog Views
• Adding the new computed fields to all of the blog views
• Adding the FieldRefs to all of the
blog views
![Page 29: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/29.jpg)
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
![Page 30: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/30.jpg)
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
![Page 31: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/31.jpg)
![Page 32: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/32.jpg)
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
![Page 33: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/33.jpg)
![Page 34: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/34.jpg)
![Page 35: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/35.jpg)
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
![Page 36: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/36.jpg)
Demo
Virtual Earth Web Part
![Page 37: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/37.jpg)
Editors Parts
![Page 38: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/38.jpg)
Editors Parts
![Page 39: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/39.jpg)
Editors Parts
![Page 40: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/40.jpg)
Areas of Focus
1. Single Platform2. Business Apps and
Workflow3. Microsoft Office
Integration4. Business Intelligence
5. SharePoint Security6. Communities and
Collaboration
8. Enterprise Search
![Page 41: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/41.jpg)
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
![Page 42: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/42.jpg)
Enterprise Content
Management
• Today’s Focus
– 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
![Page 43: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/43.jpg)
Enterprise Content Management
– The simple content approval
(approve | reject) is very powerful
and should not be overlooked.
![Page 44: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/44.jpg)
Enterprise Content
Management
• Today’s Focus – Simple Approval
– Page Layouts
– Portal Types/Site Definitions
• Broad Topics• Built-in Workflows• Content Authoring and Publishing• Page Layouts
• Portal Types • Policy, Auditing, and Compliance
![Page 45: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/45.jpg)
Enterprise Content Management
– Built-in publishing
• Default/custom page layouts (shown
later)
• Check-out/check-in
• Versioning
• Approval
• Publish
![Page 46: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/46.jpg)
Enterprise Content Management
![Page 47: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/47.jpg)
Enterprise Content
Management
• Today’s Focus – Simple Approval
– Approve and Publish
– Portal Types/Site Definitions
• Broad Topics• Built-in Workflows• Content Authoring and Publishing• Page Layouts
• Portal Types • Policy, Auditing, and Compliance
![Page 48: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/48.jpg)
Enterprise Content Management
• The following “Site Actions” are available on a “Publishing” site
![Page 49: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/49.jpg)
Enterprise Content Management
• Here is an example Out-of-the-Box Page Layout…
![Page 50: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/50.jpg)
Enterprise Content Management
• Here is the page template ready to fill out…
![Page 51: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/51.jpg)
Enterprise Content Management
• 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”
![Page 52: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/52.jpg)
Enterprise Content
Management
• Today’s Focus – Simple Approval
– Approve and Publish
– Page Layouts
• Broad Topics• Built-in Workflows• Content Authoring and Publishing• Page Layouts
• Portal Types • Policy, Auditing, and Compliance
![Page 53: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/53.jpg)
Enterprise Content Management
![Page 54: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/54.jpg)
Areas of Focus
1. Single Platform2. Business Apps and
Workflow3. Microsoft Office
Integration4. Business Intelligence
5. SharePoint Security6. Communities and
Collaboration7. Enterprise Content
Management
![Page 55: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/55.jpg)
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
![Page 56: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/56.jpg)
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
![Page 57: The Next Level Seminar - ThreeWill · –Simple Approval –Approve and Publish –Page Layouts –Portal Types/Site Definitions • Broad Topics •Built-in Workflows •Content](https://reader035.vdocument.in/reader035/viewer/2022071008/5fc6543546db12241115f6f1/html5/thumbnails/57.jpg)
What is Enterprise Search?
• Searching your enterprise! (duh!)
– SharePoint sites
– People
– File shares
– Web sites
– BDC
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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…
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Search Concepts/Terms
Search Scopes
People Search
Advanced Search
Best Bests
Search Web Parts
Security Trimmed Results
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Search Concepts/Terms
Content Sources
Crawl Rules
Crawl Logs
Managed Properties
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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
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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
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Enterprise Search Architecture
Index E
ngin
e Protocal
Handlers
IFilters
Custom Search
Applications
Query Engine
Search
Center
External Web Sites
SharePoint Sites
Qu
ery
Searc
h C
onfigura
tio
n D
ata
Exchange Folders
Business Data
Network
Shares
Pro
pert
y
Sto
re
Conte
nt
Ind
ex
Resu
lts
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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
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Custom Security Trimmer
Protocol Handlers
w/ACL
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
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Demo
Enterprise Search
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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)
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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
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Agenda
• Introduction to Seminar
• Session 1
• Break
• Session 2
• Summary and Call To Action
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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
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Summary
1. Single Platform2. Business Apps and
Workflow3. Microsoft Office
Integration4. Business Intelligence
5. SharePoint Security6. Communities and
Collaboration7. Enterprise Content
Management8. Enterprise Search
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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/
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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
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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
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Giveaways
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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