the web portal platform - enabling the smart campus of the future
DESCRIPTION
A presentation given to the Eduserv/Northumbria Use of SharePoint in UK Higher Education Institutions event in London on 25 November 2009.TRANSCRIPT
The Web Portal Platform - Enabling the Smart Campus of
the Future
Peter YeadonBusiness IT Strategies
Email: [email protected]
History and vision
• 2005 – review of processes and objectives
• Face to face being replaced by e-connections• Personalise content and services
• Student centred• “Smart” campus and processes• Enterprising place to learn and work• Less bureaucracy• Connect all Schools, Staff and Students
Need an Integrated Web Platform
Business Problems
• Information Overload• Misuse of emails• Business Information trapped in silos• Unknown version of a record or document• Inconsistent look and feel• Slow response to business and user needs• Costly custom development and maintenance• Poor content sharing inside and outside the organisation• Difficult to find the correct content, data and people• Increasing information management risk
Vision: A unified Web Platform
All users & every user need consolidated in one environment
Infrastructure and environment
Year 1 Year 2 Year 3
People and identity
Search and applications
Projects
Build and Maintain Infrastructure for current and next version
SharePoint ROADMAP - simplified
Improve DR and Backup
Personalisation and identity management
Document & Record Management
Support Business Process Improvement
Management Information
Student & Staff Portals & Marketing website
Collaboration & portal-to-go
Smart Campus
Digital forms
Video streaming
Room allocation
Classroom technology
Smart cards
Single sign-on
Lecture broadcasts
Social networks
Search Onboarding
Business planning data COTS System
integration
Learning services
News service
PersonalisationVideo
streamingPersonal
timetablesStudent
transactions Self-service
ScanningProcess
improvement
Business intelligence Automation Dashboards
SharePoint – GrowthTotal After 1 year 2 years 2.5 to 3 years
Sites 150 300 500-750
Portal sites 120 240 300-400
Collaborative sites
30 60 150-250
Local administrators
30 Over 50 Over 75
Local contributors
50 Over 150 Over 250
Avg. daily hits on Students Portal: term time
13K ~24K Maintain it
Avg. daily hits on Students Portal: non-term time
7K ~11K Improve it
Avg. daily hits on Marketing Website
7K Improve it
Indexed items for search
80K 150K 250K – 500K
Content size 10GB in 3 years 50GB in 6 months
250GB in 1 year
After 12-18 months we could already …• Create staff intranets
– EC– CSAD
• Set up and monitor KPIs and simple BI, eg…– for the Academic Exec site– Issue tracking
• Set up Business Process Management workfow/forms and applications, eg– Expense Claims (pilot with Finance)– Process to assist performance assessment reviews– Marketing “Shop” for Branded Promotional Items– Event Management– Student Union e-Voting– Students Reps Nomination Process
• Search almost anything in digital form held in..– StaffNet, Marketing website and university portals– Staff intranets and the internet– Active Directory (ie people search)
• Provide students with shared sign-in between the Portal and the VLE
• Create dual sites (collaboration/publication) wherever they add value, eg– ICE – iCoCo
• Distinguish between staff , students and external identities
Business Process & BDC
Integrate user profiles (Library, SRS, LOB apps)ILM
Decommission
DR farm
Technical Governance
MOPPS ?
Lean Process Workflows
Search fileshare, LOB systems
Plan for v4
Staff Portal on MOSS 2007 – content & collaborationAlpha
Student Portal on MOSS2007 - content
Marketing Website - development and content
MOSS Build 2
Marketing Website (courses)
DPM for BU and DR
Quest Recovery Mgr
MOSS scaling-out; Performance, Security, Capacity
MOSS Build 1
Single content repository Project Management (Project Server)
My Sites for Staff
SSO (Library, CMIS, HR)
Personalisation - Profile Store
Business Intelligence (reporting cubes)
Search portals and Staffnet
Workflow Pilot
BI Ac Ex
Student Portal on SPS2003 CU Portal migration
Marketing Website on MOSS
ICE
iCoCo Phase 1
Infrastructure and environment
Year 2 Year 3 Year 4
People and identity
Search and applications
Projects
Phase 2 ?
SP2 SP3
Data Protection Mgr
Staff Portal prep
BDSO
Document and Records Management
Test /Dev Environment
Install
SPS 2003 Farm Administration
SharePoint ROADMAP - detailed
Accessibility AKS
SSO phase 1
My Site pilot
Personalisation phase 1
BI pilot
Federated Search (Yahoo..)
SharePoint infrastructure – Phase 1
Infrastructure
After 6 mths (8 h/w components)
FE FE
AS
DB DB
DB
FE FE
AS AS
DB DB
DB
DB
Production Physical server farm SharePoint Server SPS2003 Windows SharePoint Services WSS v2
Development
Test/Integration
VM
Backup
Disaster Recovery
Operations
Applications and Functions
After 24 mths (17 components)
VM
SCOM
MOSS Farm – virtual front end and application servers
SCOM, Quest Recovery Mgr, Data Protection Mgr
Student Portal Student Portal Content RepositoryMarketing website SearchStaff Portal Workflow/formsCollaborative sites
SharePoint Infrastructure – the Path Forward
Infrastructure
24 months
FE FE
AS
DB DB
FE FE
AS AS
DB DB
DB
DB
FE FE
DB DB
DB
Production Physical SPS 2003 server farm PLUS Virtual MOSS2007 farm
Development/Test/Integration
Backup
Disaster Recovery
Operations
Applications and Functions
Years 4-5(64-bit architecture)
SCOM, Quest Recovery Mgr,Data Protection Mgr
Student Portal Content RepositoryMarketing website SearchStaff Portal Workflow/formsCollaborative sites
De-commissionSPS 2003 server farm
30 months
Virtual environment on physical blades
AvePoint Replication
DR Farm
MOSS v4
Business Intelligence, Business Process Management, Project Server, Identity Lifecycle Manager, Identity
Management, Performance Point Server
CorasWorks
Information Architecture (1)Marketing WebsiteStaff PortalStudent PortalLocal IntranetsFileshare
Replication of Content• Documents• Images• Event list• Reusable page content• etc
Sources(Intranets)
RegistryFaculties
Services
Staging Area – Master Content Repository
Destinations
Business Process & BDC
Integrate user profiles (Library, SRS, LOB apps)ILM
Decommission
DR farm
Technical Governance
MOPPS ?
Lean Process Workflows
Search fileshare, LOB systems
Plan for v4
Staff Portal on MOSS 2007 – content & collaborationAlpha
Student Portal on MOSS2007 - content
Marketing Website - development and content
MOSS Build 2
Marketing Website (courses)
DPM for BU and DR
Quest Recovery Mgr
MOSS scaling-out; Performance, Security, Capacity
MOSS Build 1
Single content repository Project Management (Project Server)
My Sites for Staff
SSO (Library, CMIS, HR)
Personalisation - Profile Store
Business Intelligence (reporting cubes)
Search portals and Staffnet
Workflow Pilot
BI Ac Ex
Student Portal on SPS2003 CU Portal migration
Marketing Website on MOSS
ICE
iCoCo Phase 1
Infrastructure and environment
Year 2 Year 3 Years 4
People and identity
Search and applications
Projects
Phase 2 ?
SP2 SP3
Data Protection Mgr
Staff Portal prep
BDSO
Document and Records Management
Test /Dev Environment
Install
SPS 2003 Farm Administration
SharePoint ROADMAP - detailed
Accessibility AKS
SSO phase 1
My Site pilot
Personalisation phase 1
BI pilot
Federated Search (Yahoo..)
MySites
User Profile & User Profile Stores
Active Directory LDAP Stores
Custom Stores
Identity Management
Business Process & BDC
Integrate user profiles (Library, SRS, LOB apps)ILM
Decommission
DR farm
Technical Governance
MOPPS ?
Lean Process Workflows
Search fileshare, LOB systems
Plan for v4
Staff Portal on MOSS 2007 – content & collaborationAlpha
Student Portal on MOSS2007 - content
Marketing Website - development and content
MOSS Build 2
Marketing Website (courses)
DPM for BU and DR
Quest Recovery Mgr
MOSS scaling-out; Performance, Security, Capacity
MOSS Build 1
Single content repository Project Management (Project Server)
My Sites for Staff
SSO (Library, CMIS, HR)
Personalisation - Profile Store
Business Intelligence (reporting cubes)
Search portals and Staffnet
BI Ac Ex
Student Portal on SPS2003 CU Portal migration
Marketing Website on MOSS
ICE
iCoCo Phase 1
Infrastructure and environment
Year 2 Year 3 Year 4
People and identity
Search and applications
Projects
Phase 2 ?
SP2 SP3
Data Protection Mgr
Staff Portal prep
BDSO
Document and Records Management
Test /Dev Environment
Install
SPS 2003 Farm Administration
PORTAL ROADMAP - detailed
Accessibility AKS
SSO phase 1
My Site pilot
Personalisation phase 1
BI pilot
Federated Search (Yahoo..)
Workflow Pilot
Integrated Search Service ‘a vision’
Information Architecture(2)
Faceted Search (one of numerous aspects)
People Search (1)
View by relevance or social distance
Refine results using various properties
Search people outside the organization
Personalized Search
Advanced Customizable People
Search Options
Information Privacy Controlled
People Search (2)Not only find the person or people s/he knows but also find what that person has been working on, sites they are a member of plus a lot more.
We are talking about a search which doesn't only find explicit knowledge but also tacit knowledge
Business Process & BDC
Integrate user profiles (Library, SRS, LOB apps)ILM
Decommission
DR farm
Technical Governance
MOPPS ?
Lean Process Workflows
Search fileshare, LOB systems
Plan for v4
Staff Portal on MOSS 2007 – content & collaborationAlpha
Student Portal on MOSS2007 - content
Marketing Website - development and content
MOSS Build 2
Marketing Website (courses)
DPM for BU and DR
Quest Recovery Mgr
MOSS scaling-out; Performance, Security, Capacity
MOSS Build 1
Single content repository Project Management (Project Server)
My Sites for Staff
SSO (Library, CMIS, HR)
Personalisation - Profile Store
Business Intelligence (reporting cubes)
Search portals and Staffnet
Workflow Pilot
BI Ac Ex
Student Portal on SPS2003 Migration
Marketing Website on MOSS
ICE
iCoCo Phase 1
Infrastructure and environment
Year 2 Year 3 Year 4
People and identity
Search and applications
Projects
Phase 2
SP2 SP3
Data Protection Mgr
Staff Portal prep
BDSO
Document and Records Management
Test /Dev Environment
Install
SPS 2003 Farm Administration
SharePoint ROADMAP - detailed
Accessibility AKS
SSO phase 1
My Site pilot
Personalisation phase 1
BI pilot
Federated Search (Yahoo..)
• Recognise users as individuals with consistent privileges and security applied across all systems (provided you start by logging into the portal)• Invoke single sign-on with all LOB applications, eg HR, Time-tabling, etc• Search Library systems from the portal(s)• Provide students with a personalised dashboard of all their transactions• Build workflows, eg for post-bid mobilisation, for course approval and for general purchasing, plus support of Lean Process working group recommendations (as appropriate) etc• Offer and build portals in support of bids• Enable My Sites for staff for enhanced community and efficiency• Introduce self-service applications via the portal(s)• Enhance management reporting cubes and dashboards• Personalise the portal information flow (avoid information overload)• Increase collaboration exponentially• Meet future demand and growth
NB: THESE ARE ALL CONSISTENT WITH SMART CAMPUS OBJECTIVES
SharePoint ROADMAP – Year 3 onwards
STAFF PORTAL - Collaboration
SharePoint Roadmap & Smart Campus Peter Yeadon, CPDU; Monday 19th Jan 2009
STAFF PORTAL – WorkflowFinance Pilot – Expense Claims
Finance Pilot – Expense Claims
STAFF PORTAL – KPI Tracking
Web Usage Trends
Governance
Evolution of a SharePoint Developer
• EC – Faculty of Engineering & Computing• CSAD – Coventry School of Art & Design• KPI – Key Performance Indicators• BI – Business Intelligence• Staffnet – old staff intranet on old CMS• CMS – Content Management System• Active Directory – Microsoft’s primary store of user information• CU Portal – the Student Portal• CUOnline – Coventry University’s LMS• ICE – Institute of Creative Enterprise• iCoCo – Institute for Community Cohesion• MOSS – Microsoft Office SharePoint Server 2007 (version 3)• Data Protection Manager – a tool for backup and recovery• BU – business units• DR – disaster recovery• DR farm – a set of servers (virtual or otherwise) to enable the required DR functionality• Quest Recovery Manager – a tool to speed up recovery times• SPn – service pack n (software upgrade)• v4 – next version of SharePoint, now known to be called MOSS 2010
• SPS 2003 – version 2 of SharePoint. SharePoint Portal Server combines with WSS (Windows SharePoint Server) at version 2.• SSO – Single Sign On• CMIS – a timetabling system• HR – Human Resources, or a system needed by HR• ILM – Identity Lifecycle Manager• SRS – Student Record System• LOB – line of business• AKS – Accessibility Kit for SharePoint• BDC – Business Data Catalogue for importing data into MOSS• Ac Ex – Academic Executive• MOPPS – MS Office Performance Point Server (enterprise BI tool)• BDSO – Business Development Support Office• Alpha – alpha release of a (portal) solution• h/w – hardware• Avepoint replicator – 3rd party tool for content replication• LDAP – Lightweight Directory Access Protocol (look it up!)• Live@edu – online email and storage for students (from Microsoft)• Pebblepad – an e-Portfolio system• BMS – Building Management System• RFP – Request for Proposal• RSS – Really Simply Syndication• Infopath – a Microsoft application for online forms and embedded intelligence.
Glossary
Portal Strategy
An extended version of this presentation (with a rather poor quality audio track) can be found on the post conference website of the 2009 HE Portal Conference hosted at Gettysburg College, US. (Wed, 3rd June 2:15)
http://cnav.gettysburg.edu/portal/portal09/PostConference/wednesday.htm
Enabling the Smart Campus of the Future
QUESTIONS?
Peter YeadonBusiness IT Strategies
Email: [email protected]