Tim Bauer’s Running Thoughts

…………○ Next version of Windows Sharepoint Svcs (WSS)
…………
…………○ WSS sit in middle of all O12 systems
……………………§ BI
……………………§ Collab - Email, EPM, Workflow, Blog, Wiki
……………………§ Portal - Sharepoint
……………………§ Search
……………………§ Content Mgmt
……………………§ Business Process - Infopath
…………○ 1:20 — This talk focused on collab
…………○ 1:50 — Tracking Investment by MSFT in Sharepoint (why)
……………………§ Version history
……………………§ RSS
……………………§ Email intg
……………………§ Outlook intg
……………………§ Dist support
……………………§ Alert
…………○ 3:07 - List History / Versioning
……………………§ All items (not just docs) now
……………………§ Shows, by field, change
……………………§ Append only fields (notes)
……………………§ Issue Tracking template
……………………§ Big investment in workflow (Windows Workflow Foundation)
…………○ 5:30 - Project Tasks Lists
……………………§ Lightweight PM functionality
……………………§ Simple Gantt
…………○ 6:50 - Demo of Above Items
……………………§ Example of add on (comments)
……………………§ Create a Project Task List Page. Some nice drag and drop features on the Gannt chart
……………………§ Code discussions and how to extend
……………………§ 13:50 examples of Versions Object Model
…………○ 14:00 Email Integration
……………………§ Sharepoint lists can RECEIVE email
……………………§ Email list for disc board, doc lib, etc
……………………§ Calendars can take in iCal emails and post to emails (so include as invite and it gest updated)
……………………§ Developers have support to map portions of email to various lists
……………………§ 16:30 example email handler code
……………………§ Sharepoint site groups can have an associated distribution list. All mail sent to that distribution list gets archived on the SPS site associated to it
………………………………□ 20:16 list of directory services webservices
………………………………□ 20:40 directory services example snippet
…………○ 21:30 - Demo of Email Intg
……………………§ 23:00 Show how email and forums (disc boards) can both post to same thread
……………………§ 25:00 Create a site and show integration of distribution list w/ email lists
……………………§ 28:40 Example of how calendar items can hit site lists for email
……………………§ 30:30 Email Handler workflow. Off task list.
…………○ 32:15 Outlook Intg and Synch APIs
……………………§ Outlook and Groove use the Synch APIs
…………○ 34:30 Demo of Intg/Synch
……………………§ Connect w/ outlook command in SP (new)
……………………§ Then you can add in either and it refreshes / synchs calendards …
……………………§ Same for tasks, discussions, etc
……………………§ Personal calendar / team calendar … side by side or overlay
…………○ 37:00 Some Investment In RSS / Alerts
……………………§ All SP lists provide RSS feeds
……………………§ Alerts Filter for specific content (not just alert at library level)
……………………§ Alerts include what changed on list
……………………§ 38:45 Alert Template Snippet … allows you to tailor what users can check off for filters on their alerts
…………○ 41:45 UI and Navigation
……………………§ Breadcrumbs
……………………§ Security Trimmed (view tailor by user)
…………○ 42:20 Demo of UI / Nav
……………………§ Ajax embedded in lists
…………○ 44:45 Summary
……………………§ Release @ end of 2006
……………………§ More in 012 server
……………………§ Recommended links
………………………………□ Msdn.microsoft.com/sharepoint
………………………………□ Gotdotnet.com/team/sharepoint
…………○ 46:00 - Q&A
……………………§ Exchange required? No. If you want the shared site list / email list you do need AD.
……………………§ Groove Integrated? Does have some. Not shown. Rich two way synch of doc to doc lib in SP. Could use that to have 1 person in SP … rest in groove
……………………§ WIKI/Blog? Wasn’t demo’d
……………………§ Mail enabled public folders go away? Yes. Move to SP.
……………………§ Any server (64bit or 32bit).
……………………§ Master pages supported? Yes. SP page is based on master page. Great way to customize a site.
……………………§ Beta 2 Available? Shortly. Part of longhorn server. Also separate. Beta 1 now for key partners only. G&R has this by the way (see Rebecca Marino).
……………………§ Virtual Labs/SOA? Webservices is core to product. Mike Morton - Lead Program Manager

…………○ Next version of Windows Sharepoint Svcs (WSS)
…………
…………○ WSS sit in middle of all O12 systems
……………………§ BI
……………………§ Collab - Email, EPM, Workflow, Blog, Wiki
……………………§ Portal - Sharepoint
……………………§ Search
……………………§ Content Mgmt
……………………§ Business Process - Infopath
…………○ 1:20 — This talk focused on collab
…………○ 1:50 — Tracking Investment by MSFT in Sharepoint (why)
……………………§ Version history
……………………§ RSS
……………………§ Email intg
……………………§ Outlook intg
……………………§ Dist support
……………………§ Alert
…………○ 3:07 - List History / Versioning
……………………§ All items (not just docs) now
……………………§ Shows, by field, change
……………………§ Append only fields (notes)
……………………§ Issue Tracking template
……………………§ Big investment in workflow (Windows Workflow Foundation)
…………○ 5:30 - Project Tasks Lists
……………………§ Lightweight PM functionality
……………………§ Simple Gantt
…………○ 6:50 - Demo of Above Items
……………………§ Example of add on (comments)
……………………§ Create a Project Task List Page. Some nice drag and drop features on the Gannt chart
……………………§ Code discussions and how to extend
……………………§ 13:50 examples of Versions Object Model
…………○ 14:00 Email Integration
……………………§ Sharepoint lists can RECEIVE email
……………………§ Email list for disc board, doc lib, etc
……………………§ Calendars can take in iCal emails and post to emails (so include as invite and it gest updated)
……………………§ Developers have support to map portions of email to various lists
……………………§ 16:30 example email handler code
……………………§ Sharepoint site groups can have an associated distribution list. All mail sent to that distribution list gets archived on the SPS site associated to it
………………………………□ 20:16 list of directory services webservices
………………………………□ 20:40 directory services example snippet
…………○ 21:30 - Demo of Email Intg
……………………§ 23:00 Show how email and forums (disc boards) can both post to same thread
……………………§ 25:00 Create a site and show integration of distribution list w/ email lists
……………………§ 28:40 Example of how calendar items can hit site lists for email
……………………§ 30:30 Email Handler workflow. Off task list.
…………○ 32:15 Outlook Intg and Synch APIs
……………………§ Outlook and Groove use the Synch APIs
…………○ 34:30 Demo of Intg/Synch
……………………§ Connect w/ outlook command in SP (new)
……………………§ Then you can add in either and it refreshes / synchs calendards …
……………………§ Same for tasks, discussions, etc
……………………§ Personal calendar / team calendar … side by side or overlay
…………○ 37:00 Some Investment In RSS / Alerts
……………………§ All SP lists provide RSS feeds
……………………§ Alerts Filter for specific content (not just alert at library level)
……………………§ Alerts include what changed on list
……………………§ 38:45 Alert Template Snippet … allows you to tailor what users can check off for filters on their alerts
…………○ 41:45 UI and Navigation
……………………§ Breadcrumbs
……………………§ Security Trimmed (view tailor by user)
…………○ 42:20 Demo of UI / Nav
……………………§ Ajax embedded in lists
…………○ 44:45 Summary
……………………§ Release @ end of 2006
……………………§ More in 012 server
……………………§ Recommended links
………………………………□ Msdn.microsoft.com/sharepoint
………………………………□ Gotdotnet.com/team/sharepoint
…………○ 46:00 - Q&A
……………………§ Exchange required? No. If you want the shared site list / email list you do need AD.
……………………§ Groove Integrated? Does have some. Not shown. Rich two way synch of doc to doc lib in SP. Could use that to have 1 person in SP … rest in groove
……………………§ WIKI/Blog? Wasn’t demo’d
……………………§ Mail enabled public folders go away? Yes. Move to SP.
……………………§ Any server (64bit or 32bit).
……………………§ Master pages supported? Yes. SP page is based on master page. Great way to customize a site.
……………………§ Beta 2 Available? Shortly. Part of longhorn server. Also separate. Beta 1 now for key partners only. G&R has this by the way (see Rebecca Marino).
……………………§ Virtual Labs/SOA? Webservices is core to product.

…………○ 2:00 — Review of 2005 acquistion of JDE and PSOFT in 2005
……………………§ 8000 psoft customers
……………………§ 3000 jde customers
…………○ 3:30 — If your customers are thinking Fusion is their path then they need to upgrade to 8.8 for PSOFT to leverage fusion migration tools
…………○ 4:00 — Project Fusion — Two Pieces
……………………§ Middleware (enhancement of current version)
……………………§ Application
……………………§ Full Suite release in 2008
……………………§ 8000 engineers on this, 90% of PSOFTs team
…………○ 6:00 — Grid, Middleware, Applications
…………○ 7:00 — How to get to Fusion
……………………§ Liscenses can be traded
……………………§ Migration tools will be provided
…………○ 8:00 — Consider
……………………§ Investment in PSOFT tools
……………………§ Investment in Resources that know PSOFT
……………………§ Note PSOFT current apps will continue to 2013
……………………§ Could swap for ORCL modules now or ORCL Fusion products later
…………○ 10:00 — Types of Business
……………………§ Stable - Current ERP works. 2006 to 2007 get to an upgrade capable version . Affter 2008 Move to ORCL Fusion or SAP or Web Services Model.
……………………§ In Flux. ERP solution is evolving and being heavily invested in. Replace w/ ORCL eBusiness Suite in 2006 and 2007. In 2008, outsource application magmt and/or move to ORCL Fusion.
…………○ 13:00 What is your companies software philosphy
……………………§ Early Adopter (go in w/ ORCL now - to fusion in 200
……………………§ Stablized (start inl 2009)
……………………§ Laggard (stay on PSOFT till 2013)
…………○ 15:00 How protect and plan to protect your investment
……………………§ Stay current on releases
……………………§ Use 3rd parties to maintain applications
……………………§ Investigate BPO
…………○ 17:30 Factors for evaluating Impact
……………………§ Business Case
………………………………□ Existing Investment in Applications & Tech
………………………………□ Functional needs matched in 3-5-10 years
……………………§ Key Drivers of Business Case
………………………………□ Reduce IT cost
………………………………□ Upgrade
………………………………□ Lack of functional fit
………………………………□ PSOFT Skill Pool Declines
………………………………□ Migration will come sooner or later
………………………………□ 3rd party support (could reduce risk / cost)
……………………§ Investment in ERP is higher than you think
………………………………□ Research shows true ongoing cost is 75 * liscensing ocst
………………………………□ Integration to legacy system costs
………………………………□ Customizations (UI, Process, DW, Reporting etc)
………………………………□ Support team and End user skills on product
…………○ 21:00 — PSOFT Still Rocks In
……………………§ CRM B2C for Fin Svcs & Comm
……………………§ Campus / Student Reg Systems
…………○ 22:00 — IT Budget and PSOFT (for PSOFT Customer)
……………………§ 15% is POSFT Support
……………………§ 25% is PSOFT New
……………………§ Net: Big $ are here … need to watch and plan
…………○ 23:00 — 1st Step — ERP Software Assessment
……………………§ Define Strategic Goals of Company
………………………………□ Risk reduction, growth, scale, cost reduce, productivity gains, it alighnment w/ strategy for IT Overall
……………………§ Define Current Status of ERP and Supporting Systems
………………………………□ Funcitonality implemented, customization level, current arch, fucnt and tech challenges, current support
……………………§ Outline Migration Plan Decision Criteria (which may lead to none)
………………………………□ Skills Retention, low liscense cost, increase functionalty, reduce downtime, reduce support
……………………§ Evaluate short and long term options
……………………§ Deliver Recommendations
…………○ 26:30 — Guided Discovery
……………………§ Free. Client commitment 1/2 Day, Total Duration about two weeks.
……………………§ Step 1 - Current State Assessment
……………………§ Step 2 - Value Creation (cost reduce, svc levels up, ops capabiliiteis up)
……………………§ Step 3 - Assess Goals for Future State
……………………§ Step 4 - Recommendations
…………○ 29:30 - Reasons Why You Should Do a Guided Discovery
……………………§ Current State Snapshot
……………………§ Performance Improvements (costs, SLA)
……………………§ Etc
…………○ 30:00 - 34:00 IBM LOVE IN (why IBM)
…………○ 34:00 - Q&A
……………………§ Gartner PSOFT to Fusion = PSOFT to SAP .. Should SAP be considered
………………………………□ No. ReImplementation <> Migration … but close yes.
……………………§ Stay on DB2 ok?
………………………………□ Stance is ORCL DB. No promise for DB2.
……………………§Future of SQL, PeopleCode, etc
………………………………□ J2ee open. That is going away.

…………○ 1:50 - Goals
……………………§ Review SDM SDK (part of vs 2005 sdk)
……………………§ Steps to extend VSTESA
…………○ 2:30 - System Definition Model
……………………§ Formal model of a system
□ Application
□ Hosts
□ Network
□ Hardward
…………○ 4:00 Key Persona’s In System Definition Model
……………………§ Application Designer - config settings
……………………§ System Designer - config for deploy
……………………§ Deployment Designer - binds to data center comm err
……………………§ Logical Data Center Desiger -
…………○ 7:15 Using SDM SDK to extend VSTESA
……………………§ Add custom settings to delivered models (ie security, app health, etc)
……………………§ Add new application & logical server models
……………………§ Write new validators (security, threat models, sla models, app health, etc)
…………○ 11:30 - Talk about steps to extend
……………………§ Edit in notepad (XML)
…………○ 13:00 - What you get w/ the product (pieces)
……………………§ “System” Abstract Definitions
……………………§ “System” Prototypes
……………………§ Constraint Managers
…………○ 15:30 - How to create new models - Files
……………………§ Source SDM file (.sdm)
……………………§ Compiled SDM file (.sdmDocument)
……………………§ Manager Assembly (.dll)
……………………§ Prototype (.adPrototype or .lddPrototype)
……………………§ Bitmaps (optional)
……………………§ Setup (optional)
…………○ 16:30 - cmd lines tools
…………○ 17:30 - demo
……………………§ VS Design Surface
……………………§ 20:30 - Example of SDM XML file
……………………§ 29:00 - end demo
…………○ 29:30 - Creating Custom Validators
……………………§ Five steps (define, gen c# class, implement, compile, install)
……………………§ 32:00 - Complex traversal path to do this
…………○ 34:00 - Demo
……………………§ Discuss error msging back out of validators
…………○ 42:00 - End of Demo
…………○ 43:00 to 52:00 - Q&A

• Workflow authoring scenarios
• Sample business processes
• Demo
• Describe Dev Steps
• How to build out in Visual Studio

• 2:30 — Workflow authoring solutions
…………○ Out of box -
……………………§ Routing & Approval: Review/Approve, Sig Collection
……………………§ Office Server Features: List Moderation, Publish Process, Doc Expire
……………………§ Tracking Apps: Issue Tracking
…………○ MSFT Office Sharepoint Designer 2007 Workflow (not in this presentation)
……………………§ Info Workers … simple flows …
……………………§ Custom tracking apps: Service Requests, Asset Track
……………………§ Custom forms actions: Email Notification, Exception Handling
……………………§ Doc Processes: Spec Review, Wkly Status
…………○ MSFT VS & Workflow Software Dev Kit (SDK) (Focus of this presentation)
……………………§ LOB Integration
……………………§ Industry Specific Processes-PO, Prod Life Cycle Mgmt
• 4:30 - Sample Approval Process
• 6:00 - Demo Workflow (User Experience)
…………○ In Sharepoint Site
…………○ Start a workflow, based on an infopath form data
…………○ Shows how you open doc and have a workflow ‘tab/task’ in doc. Also can do in server (not in doc).
• 9:30 Steps to Build
…………○ Model in VS
…………○ Create & Bind InfoPath Forms
……………………§ Association Form
……………………§ Initiation Form
……………………§ Task Completion Form
……………………§ Modification Form
…………○ Deploy to Sharepoint
…………○ Debug running workflow
• 15:00 - Entry points to trigger 4 steps above (infopath forms) reviewed (o12 and sharepoint)
• 18:30 - Deployment Process
…………○ Webpart process used (WSP files)
…………○ Full deployment (not shown here) is to use the solution/feature mechanism vs batch file.
…………○ Activate in sharepoint or in cmd line
…………○ Restart IIS, use
• 21:30 - Debug Overview
• 22:00 - Demo of Building
…………○ Model in VS
……………………§ Windows Workflow Foundation
……………………§ GUI or Code based steps
……………………§ Schedule it in Designer
…………○ Create & Bind InfoPath Forms
……………………§ Template designer in Infopath
……………………§ Drag and drop functionality
……………………§ Ability to interact w/ server, XML files, DB much like standard ASP forms
……………………§ Create a class on form to enable access to data of form
……………………§ Workflow post puts data into workflow properties bag … create a handler for that activity
……………………§ 44:10 - Deploy
……………………§ 46:30 - Debug
• 48:30 - Additional Resources
…………○ WS310 - Next Step Class
…………○ From Lendl
……………………§ Beta1 Refresh
……………………§ Office BetaPlace Access
Eilene Hao - Program Mgr Office
George Hatoun - Program Mgr Office

• Workflow authoring scenarios
• Sample business processes
• Demo
• Describe Dev Steps
• How to build out in Visual Studio

• 2:30 — Workflow authoring solutions
…………○ Out of box -
……………………§ Routing & Approval: Review/Approve, Sig Collection
……………………§ Office Server Features: List Moderation, Publish Process, Doc Expire
……………………§ Tracking Apps: Issue Tracking
…………○ MSFT Office Sharepoint Designer 2007 Workflow (not in this presentation)
……………………§ Info Workers … simple flows …
……………………§ Custom tracking apps: Service Requests, Asset Track
……………………§ Custom forms actions: Email Notification, Exception Handling
……………………§ Doc Processes: Spec Review, Wkly Status
…………○ MSFT VS & Workflow Software Dev Kit (SDK) (Focus of this presentation)
……………………§ LOB Integration
……………………§ Industry Specific Processes-PO, Prod Life Cycle Mgmt
• 4:30 - Sample Approval Process
• 6:00 - Demo Workflow (User Experience)
…………○ In Sharepoint Site
…………○ Start a workflow, based on an infopath form data
…………○ Shows how you open doc and have a workflow ‘tab/task’ in doc. Also can do in server (not in doc).
• 9:30 Steps to Build
…………○ Model in VS
…………○ Create & Bind InfoPath Forms
……………………§ Association Form
……………………§ Initiation Form
……………………§ Task Completion Form
……………………§ Modification Form
…………○ Deploy to Sharepoint
…………○ Debug running workflow
• 15:00 - Entry points to trigger 4 steps above (infopath forms) reviewed (o12 and sharepoint)
• 18:30 - Deployment Process
…………○ Webpart process used (WSP files)
…………○ Full deployment (not shown here) is to use the solution/feature mechanism vs batch file.
…………○ Activate in sharepoint or in cmd line
…………○ Restart IIS, use
• 21:30 - Debug Overview
• 22:00 - Demo of Building
…………○ Model in VS
……………………§ Windows Workflow Foundation
……………………§ GUI or Code based steps
……………………§ Schedule it in Designer
…………○ Create & Bind InfoPath Forms
……………………§ Template designer in Infopath
……………………§ Drag and drop functionality
……………………§ Ability to interact w/ server, XML files, DB much like standard ASP forms
……………………§ Create a class on form to enable access to data of form
……………………§ Workflow post puts data into workflow properties bag … create a handler for that activity
……………………§ 44:10 - Deploy
……………………§ 46:30 - Debug
• 48:30 - Additional Resources
…………○ WS310 - Next Step Class
…………○ From Lendl
……………………§ Beta1 Refresh
……………………§ Office BetaPlace Access
* 50:00 Q&A.