SharePoint 2010 - Composite Application for Knowledge Management

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6 Νοε 2013 (πριν από 3 χρόνια και 7 μήνες)

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http://www.sharepointmn.com


Meeting # 68

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Meeting # 68

Welcome to the

Minnesota SharePoint

User Group

August 11
th
, 2010


Composite Application for Knowledge Management

SharePoint 2010

Erik Mau

Meeting 68

http://www.sharepointmn.com


Meeting # 68

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Meeting # 68

Agenda


Introductions


Business Problem


Demo


Approach / Architecture


Q & A

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http://www.sharepointmn.com


Meeting # 68

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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

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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


http://www.sharepointmn.com


Meeting # 68

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Meeting # 68

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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


http://www.sharepointmn.com


Meeting # 68

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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


http://www.sharepointmn.com


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Upcoming Schedule



Next Meeting


September 8
th

9:00 AM to 11:30 AM


Microsoft’s Bloomington Office


Topic: [TBD


BI ?]

Check
www.sharepointmn.com

for updates!


Ongoing Schedule


2
nd

Wednesday of every month


9:00 to 11:30 am


Microsoft’s Bloomington Office

http://www.sharepointmn.com


http://www.sharepointmn.com


Meeting # 68

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Meeting # 68

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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

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Meeting # 68

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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

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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


http://www.sharepointmn.com


Meeting # 68

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Knowledge Management Application

“Elle”

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The Challenge …

Over 10
years of project history spanning
over 500
customers

Have we done a project like XYZ before?

Who has the following skills?

Do we have any examples of a project
like XYZ?

Solutions span
multiple technologies, scenarios,
industries and
skill
sets

Multiple systems in use

… Connecting the Dots

Lost Opportunity


Time Wasted


Duplicate
E
fforts

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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

Consultant

ABC

Technology

123

Sales Executive:

“Have we done
any projects like
Project XYZ?”

Resource Manager:
“Who has a similar
tech profile to
consultant ABC?”

Consultant:


“Who has
background in
technology 123?”

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Data, Data, Data

Person

Project

Customer

Project Type

Industry

Skills / Tech

Asset

Asset Type

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Skills / Technologies

Projects

Employee Profiles

Industries

Customers

Billing

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Meeting # 68

Skills / Technologies

Projects

Employee Profiles

Industries

Customers

Billing

Images

Videos

Audio

Metadata

Documents

Workflow

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Meeting # 68

Skills / Technologies

Projects

Employee Profiles

Industries

Customers

Billing

Images

Videos

Audio

Search any word

Metadata

Documents

View assets

Find Experts

Multiple points of entry

Workflow

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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


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“Elle”


Interactive Knowledge Explorer

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Demo

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Approach / Architecture

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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

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INTEGRATING CRM USING BCS

Approach / Architecture

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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


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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

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WALKTHROUGH


EXTERNAL
CONTENT TYPE IN SPD

Approach / Architecture

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External Content Types in SharePoint Designer


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Define the External Content Type


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Setup the Connection


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Create Operations


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Creating a Read Operation


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Define the Filter Parameters


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Define the Return Parameters (The Result)


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Publish to SharePoint (SPD or Feature)


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ASSET COLLECTION USING
INFOPATH

Approach / Architecture

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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

DEMO


INFOPATH

FORM DESIGN

Approach / Architecture

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ASSET MANAGEMENT IN
SHAREPOINT

Approach / Architecture

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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


S
ets project metadata


*Generates activity for
newsfeed

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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


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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


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DEMO


DOCUMENT SETS

Approach / Architecture

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CUSTOM “NEW ASSET” ACTIVITY
FOR NEWSFEED

Approach / Architecture

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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

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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


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MANAGING SKILLS WITH
MANAGED METADATA AND USER
PROFILES

Approach / Architecture

http://www.sharepointmn.com


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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

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Term Store Management


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Skills User Profile Property


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Skill Synchronization Timer Job


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DEMO


MANAGED METADATA
AND USER PROFILE

Approach / Architecture

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SURFACING INFORMATION WITH
SEARCH

Approach / Architecture

http://www.sharepointmn.com


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Surfacing Information with Search


Custom search tab for
Assets


Image
Lightbox


Rating Display


Rating Refinement

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DEMO


CUSTOM SEARCH TAB

Approach / Architecture

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INTEGRATING SILVERLIGHT WITH
SHAREPOINT

Approach / Architecture

http://www.sharepointmn.com


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Integrating Silverlight with SharePoint


Projects


CRM data indexed by SharePoint
using BCS content source


Accessed through SharePoint
search web service

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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


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Integrating Silverlight with SharePoint


People


SharePoint User Profiles


Indexed by SharePoint


Accessed through SharePoint
search web service

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Integrating Silverlight with SharePoint


Assets


SharePoint Asset Library


Project Metadata on Assets


Accessed through SharePoint
list web service

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InfoPath
web form

InfoPath web part

Setting metadata
programmatically

Integrated workflow

Business
Connectivity
Services (BCS
)

InfoPath web form

Digital Asset Management (DAM)

Workflow

User profiles

Term store

Business Connectivity
Services (BCS)

Search (BCS,
content, web
services)

SP Timer job

Doc sets

GP Business Portal

SQL Queries

User Experience

Custom Entities

Web Services

Web Services

Integration

RIA

Custom activity feed

Search

Ribbon

VSTO

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Q&A

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Meeting # 68

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Meeting # 68

Thanks for coming!

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