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		<title>Leveraging the SharePoint Platform (Part 2)</title>
		<link>http://sharepointmagazine.net/news/analysis/leveraging-the-sharepoint-platform-part-2</link>
		<comments>http://sharepointmagazine.net/news/analysis/leveraging-the-sharepoint-platform-part-2#comments</comments>
		<pubDate>Tue, 02 Sep 2008 07:50:58 +0000</pubDate>
		<dc:creator>Jeremy Thake</dc:creator>
				<category><![CDATA[Analysis]]></category>
		<category><![CDATA[document]]></category>
		<category><![CDATA[guide]]></category>
		<category><![CDATA[management]]></category>
		<category><![CDATA[records]]></category>
		<category><![CDATA[review]]></category>
		<category><![CDATA[sharepoint]]></category>

		<guid isPermaLink="false">http://sharepointmagazine.net/?p=668</guid>
		<description><![CDATA[This the second post of a six part series on Leveraging the SharePoint Platform. In the first post I introduced at a high level the Capabilities, the Editions, the Infrastructure and the API of the SharePoint Platform. In this post I will give my own opinion on what capabilities to start with and what ones to use Open Source/Partner Solutions with or to wait for SharePoint 2009.]]></description>
			<content:encoded><![CDATA[<p><a href="http://sharepointmagazine.net/technical/development/leveraging-the-sharepoint-platform-part-1">Part 1 &#8211; What is the SharePoint Platform</a><br />
Part 2 &#8211; What capabilities to start with<br />
Part 3 &#8211; How to start with the SharePoint Platform<br />
Part 4 &#8211; Levels of leveraging the SharePoint Platform<br />
Part 5 &#8211; Why use SharePoint as a Development Platform<br />
Part 6 &#8211; Lessons learnt from Leveraging the SharePoint Platform</p>
<p>This the second post of a six part series on Leveraging the SharePoint Platform. In the <a href="http://sharepointmagazine.net/technical/development/leveraging-the-sharepoint-platform-part-1">first post</a> I introduced at a high level the Capabilities, the Editions, the Infrastructure and the API of the SharePoint Platform. In this post I will give my own opinion on what capabilities to start with and what ones to use Open Source/Partner Solutions with or to wait for SharePoint 2009.</p>
<p>I&#8217;d like to point out up front that this is my <strong>own</strong> opinions on what capabilities to start with. All organizations may start with a particular Solution in mind which has got them the budget to go ahead and implement what they require using the SharePoint Platform. These recommendations demonstrate the maturity of the Capabilities of the Platform and it&#8217;s complexity/immaturity in others.</p>
<p>In terms of leveraging Open Source and Partner Solutions on top of SharePoint Platform, I&#8217;d also like to point out that this series is by no means going to be a full listing of available options. When I stated &#8216;best of breed&#8217; solutions in my previous post, I wasn&#8217;t intending to include all of them. The Solutions that I listed are the ones in my mind that are getting exposure in the 300+ blog feeds that I read every week as well as in case studies and the local Australian marketplace.</p>
<p>OK, so now that I&#8217;ve covered my bases on those points, lets get started I guess. As I discussed in the previous post Microsoft try and make SharePoint out to be everything to everyone. Reading through their six Capability areas it pretty much covers off most things you&#8217;d want to implement in your business. What Microsoft don&#8217;t really tell you is what is there &#8220;out of the box&#8221; with a little configuration, and what takes a degree of effort, to fulfil your needs. This extra effort can involve considerable planning utilizing the OOTB technology or having to expand on top of what is there with custom development involving specialists resources.</p>
<p>As I have quoted in many user group presentations and client meetings&#8230;SharePoint is not best of breed in a lot of the areas it markets itself in and only really &#8216;ticks the box&#8217; in terms of functionality in some, the big advantage is that it is a unified Platform. The unified Platform argument doesn&#8217;t really stand up for itself as well as it used to though when you think of Wikipedia, Digg, Twitter, Blogger and other consumer platforms that happily coexist and also with the large Enterprise push on Service Orientated Architecture.</p>
<p>I will try and elaborate and provide sources of information by breaking up the capabilities and their sub areas with reference to various case studies and articles. As with most organizations that invest in a technology they wish to see results and fast&#8230;so as well as highlighting the strengths of the platform I will also highlight the &#8216;Quick Wins&#8217; of each capability area to further point your rollouts towards a high &#8216;SharePoint Adoption&#8217; with visible Return on Investment.</p>
<p>I&#8217;ve also added some star ratings in the Quick Wins to show what I would say are the easiest things for an Organization to plan and configure based on no experience in SharePoint with someone who can follow instructions. 1 star is easy and 5 stars is most complex and really needs someone with SharePoint experience. In later parts in this series I will elaborate more on this, it basically gives you a more realistic view of what is something Business Users can do over what requires &#8220;SharePoint Ninjas&#8221;.</p>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image5.png"></a></p>
<p><strong>Collaboration and Social Computing</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Project Site <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>There&#8217;s no story more compelling than &#8220;<a href="http://en.wikipedia.org/wiki/Eat_one%27s_own_dog_food">eating you&#8217;re own dog food</a>&#8221; so why not use SharePoint to plan and manage your SharePoint rollout? Obviously this does entail some prior planning to get the hardware and installing it somewhere. It doesn&#8217;t stop you having a small WSS 3.0 instance on a Windows Server 2003 machine with it&#8217;s own Db to start with and migrating it later. There are lots of advantages to this, the one that comes to mind the most for me is that it gets you and the team rolling out SharePoint as consumers to the platform rather than understanding the technology and never actually using it day to day. For instance, one thing that I realized very quickly is that OOTB SharePoint Calendar&#8217;s don&#8217;t aggregate in the web interface, but Outlook 2007 has a way to load up multiple calendars and overlay them.</p>
<p><em>Incoming E-mail <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>E-mail integration is a very powerful way of collecting information and can automate a lot of processes where a Admin Assistant would be taking received email and saving the attached files to a file share/document library. Once you have incoming email configured on your server at installation and set up delegation in Active Directory it&#8217;s once configuration step away from any list in SharePoint acting as a drop box for email.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint%2Bemail+configuration?tab=250">Incoming Emails</a></li>
</ul>
<p><em>Surveys <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>As well as running the SharePoint rollout project within SharePoint, there are other technologies you can leverage early on to gain feedback. SharePoint Surveys for Quick Polls are extremely easy to setup and report on. I will point out here though that the rendering of these surveys are very very limited and please don&#8217;t think this will replace tools such as Survey Monkey with branched questions etc.</p>
<ul>
<li>A <a href="http://www.sharepointblogs.com/ggill1970/archive/2008/04/02/creating-custom-views-on-surveys.aspx">useful article</a> on customizing views on Surveys</li>
</ul>
<p><em>Famous 40 Templates <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>If someone can point me to a SharePoint blog anywhere that doesn&#8217;t have a post about the Famous 40 Templates I&#8217;ll buy them a beer! It&#8217;s pretty much where all &#8220;dabblers&#8221; start off. These templates are not only a good way to kick start a particular themed solution, but for developers are a great way to look under the hood and see how it&#8217;s all hooked together.</p>
<ul>
<li><a href="http://www.microsoft.com/sharepoint/templates.mspx">Microsoft SharePoint Templates</a></li>
</ul>
<p><strong>Medium Term</strong></p>
<p><em>People and Groups </em></p>
<p>The ability to have Groups within SharePoint containing Users (AD Users or AD Groups) and allowing End Users to manage them is a large jump. Management of Active Directory is a beast of it&#8217;s own and this is typically controlled by Operations&#8230;so why would this be any less scary? Unless you can have extremely clear guidelines on this it will turn ugly and will lead to a phenomena not far from Facebook &#8220;Friends&#8221;. How many of you just permanency add Facebook Users you see but never actually go back and look at their profiles etc. These people can see your entire profile, imagine that concept internally to an Owner of a Site that has Information there and has control of who can and can&#8217;t see it by adding Users and Groups at their disposal. I would recommend keeping Operations control over security and permissions of SharePoint based on AD groups and roles until the Information Architecture matures and stabilizes.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint+security+planning">Security Planning</a></li>
</ul>
<p><strong>Long Term</strong></p>
<p><em>Presence </em></p>
<p>Presence is something that if you&#8217;re a early adopter of Unified Communications, this is a great Quick win, but more likely this will be something to further leverage the SharePoint Platform when your organization finally gets approval to roll out UC.</p>
<p><strong>What to wait to mature</strong></p>
<p><em>Wikis </em></p>
<p>The Wiki technology in SharePoint is one of the biggest features I would claim is a &#8220;tick in the box&#8221;. In comparison to most other Wiki platforms out there this is extremely week. The HTML editing and ability to insert pictures/objects into pages pushes people away to using other platforms or Microsoft tools such as OneNote. I would recommend either waiting for this to improve or looking at 3rd Party Products.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint+wiki">Wiki</a></li>
</ul>
<p><em>Blogs </em></p>
<p>This is another &#8220;tick in the box&#8221; for me, yes you can have multiple blogs and yes they&#8217;ll support RSS feeds like all SharePoint lists, but OOTB you cannot get RSS feeds for categorised posts and you can&#8217;t have more than one category per post.</p>
<ul>
<li><a href="http://www.codeplex.com/CKS/Release/ProjectReleases.aspx?ReleaseId=5134">CodePlex CKS:Enhanced Blog Edition</a></li>
</ul>
<p><em>Tagging + Rating </em></p>
<p>Pushing further on blog posts and multiple categories is the whole social space around tagging items. Take digg, diigo, de.li.cious as good examples of this technology at work. OOTB SharePoint doesn&#8217;t cater for this but fortunately the Open Source community at CodePlex have started to offer solutions.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint+tags">Tags</a></li>
<li><a href="http://www.codeplex.com/spdocrating">CodePlex Rating</a></li>
</ul>
<p><strong>What to avoid early on</strong></p>
<p><em>Wikis + Blogs</em></p>
<p>Not just from a limited functionality perspective, but also from a paradigm&#8230;these technologies are not something that will be easily adopted in an organisation. My suggestion would be to get people comfortable from the move away from File Shares and E-mails for storing Information before suggesting anything as &#8220;high-tech&#8221; as wikis and blogs.</p>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image8.png"></a></p>
<p><strong>Portals</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Intranet &#8211; Phase 1 <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>It is important to set very tight scopes of work when creating your Intranet and not to try and produce the masterpiece in your first attempt. I would recommend starting with the usual: HR site as a like Employee Self Service Information pages; Corporate Affairs posting Organization news; and then a very basic site template with a homepage for each individual Business Unit where they can upload Static Documents, that have been approved externally to SharePoint, that may be used by the Organization e.g. Finance for Expense Claim forms etc.</p>
<p><em>Mobile workforce <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>This is a great quick win for any Organization with a mobile workforce. All the SharePoint interfaces will work on a mobile operating system, and especially so on Windows Mobile Platform (no surprise there). Admitted it isn&#8217;t the best interface in the world, but at least the information is out there for these devices to consume.</p>
<p><em>Document Aggregation Web Parts <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>Not for one minute am I saying that Document Aggregation Web Parts are the answer to your Document Management issues, but in the sense that you can use them to show views of multiple areas within the Intranet in one location will make findability that much easier.</p>
<p><em>3rd Party Web Parts <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>Most Organization will have a bucket full of systems and most major systems now have some sort of integration with SharePoint and they don&#8217;t currently, are racing away in the developer dungeons to get some. This again, is a great way of presenting information in a unified place without too much effort required.</p>
<p><strong>Medium Term</strong></p>
<p><em>Intranet &#8211; Phase 2</em></p>
<p>After the initial phase is ticking over nicely and you have Business Stakeholders in place for your specific areas (dependent on the taxonomy you go for), you can now start to increase the functionality available to them. I would start by allowing them to make requests for particular systems to be migrated underneath their areas such as Image Libraries, specific Custom Lists to store information usually stored statically in Excel spreadsheets etc.</p>
<p><em>MySites Phase 1</em></p>
<p>I think the general consensus is that most people out there now are comfortable with Facebook and the concepts behind having a profile. MySites give Users their own profile within SharePoint. I would start by giving all individuals in the Organization a MySite and limiting their Site Allowance to an agreed Mb allocation. They can then go in and utilize the area to update their profile information, groups and colleagues from here. Providing a simple Document Library will also give them an area to start to get comfortable with the process of working on documents within the SharePoint platform rather than within their specific area site visible by everyone.</p>
<ul>
<li><a href="http://blogs.msdn.com/markarend/archive/2008/02/22/mysite-pages-and-architecture.aspx">MySite Architecture</a></li>
<li><a href="http://blogs.msdn.com/sharepoint/archive/2007/03/22/customizing-moss-2007-my-sites-within-the-enterprise.aspx">Customising Look and Feel</a></li>
</ul>
<p><strong>Long Term</strong></p>
<p><em>MySites Phase 2</em></p>
<p>Once Users are comfortable with editing their profile you can start opening up the functionality available to them to creating their own sub sites/workspaces and ability to create multiple pages. These sites can then be opened up and Users given control of who can see their sub sites/workspaces to allow them to collaboratively work together and take ownership of the areas.</p>
<p><em>Role Specific Sites</em></p>
<p>As with the Famous 40 Templates, there are some example Roles based templates available. These give you a great indication of the power of having Roles based views of Information. The reason I say these are long term solutions is that it takes a large understanding of your User base and Organization to come up with segments and views of Information that will be valuable and worth investing time to develop.</p>
<ul>
<li><a href="http://www.microsoft.com/downloads/details.aspx?FamilyID=8248ab85-3ef7-4dd2-a5a6-2615683f6f6d&amp;DisplayLang=en">Roles-Based Templates for SharePoint My Sites &#8211; Under the Hood</a></li>
</ul>
<p><em>Extranet Portals</em></p>
<p>Not for the feint hearted because of all the dependencies on Firewalls, HTTPs, Certificates etc., but can be extremely beneficial to expose Information that is stored internally to the Organization to external parties. There is serious consideration needed here on how this is implemented as there are so many scenarios.</p>
<p><strong>What to wait to mature</strong></p>
<p><em>&#8220;Colleagues and Membership&#8221;</em></p>
<p>This to me is another &#8220;tick in the box&#8221; area of SharePoint where they wanted to get something similar to LinkedIn and Facebook but just didn&#8217;t quite get anywhere near it. I would definitely hold off for SharePoint vNext because I&#8217;m sure this will be pushed harder with stronger functionality about the connections with colleagues and also how groups communicate with each other in Team Sites. For now, it gives the ability to add yourself to a group and link to colleagues for everyone else to see.</p>
<p><strong>What to avoid early on</strong></p>
<p><em>&#8220;Biting off more than you can chew&#8221;</em></p>
<p>Global domination within SharePoint is only recommended to the fully trained SharePoint Ninja&#8217;s of the World. My only advice here is to start small and tackle one problem at a time rather than pitching SharePoint as the answer to every problem in your organisation. Small goals will lead to small rewards that are tangible and occur quickly, large goals may take years and with little visibility of results until they are fully implemented.</p>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image2.png"></a></p>
<p><strong>Enterprise Search</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>People Search Phase I <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>By far the easiest win out there is the People Search when you already have Active Directory in place. This can replace your Company Phone list. It is great for finding people by location, department, role or title. One warning though is that it will highlight issues with AD information that may not have surfaced before to End Users!</p>
<ul>
<li><a href="http://blog.henryong.com/2007/03/14/how-to-customize-people-search-results/">Customise People Search Results</a></li>
</ul>
<p><em>Federated Search <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>SharePoint&#8217;s ability to crawl content sources and provide a federated search across all of them is another powerful way of bringing all the Organizations Information together. This information can be web sites (existing Intranets/Internets, custom systems, public Internet sites) and file stores.</p>
<p><strong>Medium Term</strong></p>
<p><em>Search Results</em></p>
<p>SharePoint search can also allow you to customize how the search is rendered. This is great if you want to display more properties in your results without the Users having to click into the actual found item to see information on it.</p>
<p><em>Tailored Searches</em></p>
<p>Start to provide some tailored Advanced Searches as custom Web Part forms to users that can find those Minutes for a Sales Meeting last month where &#8220;Fred&#8221; attended. There is a lot of power in presenting different ways of discovering Information in SharePoint.</p>
<p><strong>Long Term</strong></p>
<p><em>BDC Search</em></p>
<p>Expose information from external sources via the linked in search capabilities of BDC. It allows Users to be able to get at information that would normally mean logging into another system with another set of credentials. It also means that the  Organization doesn&#8217;t have to roll out the thick-click application to all Users machines if there is enough Information exposed via the SharePoint web interface.</p>
<p><strong>What to wait to mature</strong></p>
<p><em>Faceted Searches</em></p>
<p>This is an area that crept in during the SP1 upgrade and started life as a sub project on CodePlex and wrapped up into the update. I would suggest not pitching this as the killer app within SharePoint just yet, it&#8217;s got some great features that will no doubt continue to mature with the passion behind who&#8217;s developing it in future releases.</p>
<p><strong>What to avoid early on</strong></p>
<p><em>Information Overload</em></p>
<p>One thing that I&#8217;ve noticed on various implementations so far is that often people Index too much information. You may be saying &#8220;there&#8217;s no such thing&#8221;&#8230;but there is. Users will use very open ended searches, like they do in Google, and find too much Information. As an Organization you have to be responsible for training Users on finding Information via Advanced Searches and Scoped Searches. There is a lot of great syntax you can add to trim down your results without a advanced search screen. Try and work out some key scenarios of what Users will want to search for.</p>
<ul>
<li>Box Fox is in the middle of a great set of <a href="http://masteringsharepoint.com/blogs/bobmixon/archive/2008/08/03/sharepoint-findability-and-your-intranet-series-registration-available.aspx">web casts on Findability</a> which tries to tackle this.</li>
</ul>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image11.png"></a></p>
<p><strong>Enterprise Content Management</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Document Management Phase 1 <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>With a simple Site created you get a Document Library that you can upload Documents to. To familiarize your Users I would recommend starting off with something this simple without complicating the issue with too much with asking for MetaData. Get the Users comfortable with uploading and editing Documents in a web interface rather than a File Share. Organisations often assume that Users will pick all this up quickly but this is not always the case.</p>
<p><em>WCMS Phase 1 <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>The ability to create an Intranet/Portal and provision various inter-related sub sites comes hand in hand with managing the Content on the pages of these sites. The Web Content Management System functionality migrated from MCMS 2003 have taken full advantage of the Master Page/Page Layout architecture of ASP.NET 2.0 as discussed in Part 1. The ability for Users to use the Page Editing Toolbar to edit pages in designated Web Part Zones can let them go for Gold adding Content. The Users can be as creative as they like by using a Rich Text Editor Control in a Editable Content Area on a Page Layout or they can add a variety of other Web Parts from the Gallery. I would recommend training Users on the basic of Page Editing and showing them how to utilize the basic Web Parts and Editable Content Areas of Page Layouts. Unfortunately there is no easy way to control what Roles of Users can see what Web Parts in the Gallery, it&#8217;s all or nothing. I would also limit the Users in Page Creation here and hold this control at Operational level to let them make the decision of whether it&#8217;s a page, sub site or existing item etc.</p>
<p>One thing that people do take for granted is the fact that you can integrate WCMS functionality with DMS functionality which is rare in most other competing products such as Documentum and Opentext. This is a great advantage to end Users as the same system training can cover both applications. It almost fuse them as one which is a lot easier for Users because other systems seem frustrating to them with such clear separation where they want to link the two.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint%2Bwcm?tab=250">SharePoint WCM</a></li>
<li><a href="http://www.google.com.au/url?sa=t&amp;source=web&amp;ct=res&amp;cd=1&amp;url=http%3A%2F%2Fwww.andrewconnell.com%2Fblog%2F&amp;ei=QRC0SKahLIGKtALVwLmXBw&amp;usg=AFQjCNGC7FdZ8X46yVJQbXmsAbApyxRMQA&amp;sig2=VQYJeVM0sTtdsG6LfMS0aw">Andrew Connell&#8217;s blog</a> is the best place to start for WCM</li>
</ul>
<p><strong>Medium Term</strong></p>
<p><em>WCMS Phase 2</em></p>
<p>Once the Users are comfortable with WCMS basic functionality you can start opening up the Page Layouts to give them more options. Developing customized Web Parts for displaying videos and flash can give Users a more interactive experience. You will find that giving the Users specific training in further Web Parts available to them will empower them to develop more complex Content Pages&#8230;these Web Parts have always been available to them but the majority of Users won&#8217;t be comfortable &#8220;playing&#8221; until they&#8217;re shown.</p>
<p><em>Document Management Phase 2</em></p>
<p>SharePoint has extremely powerful integration with the Microsoft Office 2007 product line. For instance, when opening a word document, the metadata stored for the Document in the SharePoint List is integrated in the same window, rather having a separate web or windows interface for filling it out. Checking in and checking out documents and other workflow tasks can also be done without reaching back to the web interface.  With this integration it can make moving towards storing Metadata for documents as well as introducing Workflows a slightly smaller step. Again, phasing metadata and workflow separately can also help the learning curve.</p>
<p><strong>Long Term</strong></p>
<p><em>Information Rights Management </em></p>
<p>This is definitely something you just don&#8217;t turn on. It needs some planning, ownership and control around it. This is something that really should only apply where the functionality is required and lends itself to Records Management which I discuss next.</p>
<p><strong>What to wait to mature</strong></p>
<p><em>Records Management</em></p>
<p>It is widely documented and I agree that Records Management was another &#8220;tick in the box&#8221; for SharePoint to get the Enterprise Content Management capability in play. With no OOTB functionality for Transmittals and Compound Documents you will find most Records Managers not wanting to touch SharePoint with a barge poll. There has been some work to get DoD certification, but this has not been publicly released.</p>
<ul>
<li><a href="http://technet.microsoft.com/en-us/library/cc262578.aspx">Records Management Guide for MOSS 2007</a></li>
</ul>
<p><em>Document Imaging</em></p>
<p>OOTB SharePoint does not have any components that handle Document Imaging. There are plenty of Products out there on the market that can handle SharePoint Document Libraries being the repository for the scanned images and processing them. I think this is an area that Microsoft will want to get into though at some stage.</p>
<p><em>Multi-Lingual </em>Web Sites</p>
<p>Multinational organizations wanting a full WCMS platform often require Multi-Lingual sites and SharePoint has not got a fully versed answer for this with its Variations functionality in my mind. This functionality will mature in time and come to be more competitive to other stronger WCM products out there.</p>
<p><strong>What to avoid early on</strong></p>
<p><em>Accessible Web Sites</em></p>
<p>There are plenty of public Internet web sites out there on the SharePoint Platform but a lot of them have accessibility problems and if they don&#8217;t are certainly not using the OOTB JavaScript, Web Parts, Master Pages and Page Layouts provided. There is considerable work involved in getting an accessible web site out of SharePoint currently.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint%2Baccessibility?tab=250">SharePoint Accessibility</a></li>
</ul>
<p><em>High Load Web Sites </em></p>
<p>As stated above, there are plenty of public Internet web sites out there now and a lot of them have sub second response times. There is significant work involved in getting these rendering times down this low and mean not using a lot of the OOTB technology. There are various Caching approaches in the Platform that can aide here, but this will only take you so far.</p>
<p><em>Large File Document Repositories </em></p>
<p>I remember when the SharePoint 2007 was released and the Database Administrators (DBA&#8217;s) of the World were up in arms over the proposal of storing everything in a SQL Database. BLOBS have always been a contentious issue between Developers and DBA&#8217;s and this didn&#8217;t help the matter. There are plenty of White Papers out there on this, but it really needs considerable planning and effort to ensure that performance of 10Mb+ documents are close to User expectations. With the abilities of SharePoint Search, it is not necessary to store ALL your information in SharePoint and this is something definitely worth bearing this in mind.</p>
<ul>
<li><a href="http://office12.blogspot.com/2007/06/sharepoint-and-large-files-1gb-in.html">SharePoint and Large Files</a></li>
<li><a href="http://blogs.msdn.com/sharepoint/archive/2007/01/02/is-the-file-server-dead.aspx">Is the file server dead?</a></li>
<li><a href="http://blog.gavin-adams.com/2007/06/28/configuring-large-file-support/">Configuring Large File Support</a></li>
</ul>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image14.png"></a></p>
<p><strong>Business Process and Forms</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Data Capture with Simple Web Forms <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>InfoPath is a great tool for getting Developers to build Data Capture Forms quickly. Organization tend to start with simple forms such as: Annual Leave Forms, Time Sheets and Safety Reports. With InfoPath Forms Services it allows these forms to be hosted as a web page rather than being reliant on InfoPath Client. This stops the reliance of a roll out of InfoPath to occur. One thing to bear in mind is you don&#8217;t necessarily have to keep the submitted InfoPath form xml in a Form Library, instead you can push data directly into SharePoint List or external data system via web services etc. So the InfoPath Form is simply a dumb entry screen that submits the information collected in a validated way.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/infopath+sharePoint+development">InfoPath Development</a></li>
</ul>
<p><strong>Medium Term</strong></p>
<p><em>Workflow based forms</em></p>
<p>Once you&#8217;re comfortable with capturing information using InfoPath forms you can take the next step into modeling your Business Processes using workflow using SharePoint Designer. This allows you to control the statuses of a form submission such as the Annual Leave form from the Employee to the Line Manager, then to Payroll. The trick here is to keep these processes simple and not to overcook them! Utilizing the creation of tasks in task lists can also prevent the reliance on workflow emails as the only way for people to track what responsibilities they have in the process.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/infopath+sharePoint+workflow">InfoPath Workflow</a></li>
</ul>
<p><strong>Long Term</strong></p>
<p><em>Empowering Users to Create Forms</em></p>
<p>With InfoPath comfortably in the Organisation and Users aware of where it can be powerful you can start empowering Users to generating their own InfoPath Forms for their Business Areas.</p>
<p><em>Visual Studio Workflows</em></p>
<p>Visual Studio workflows are basically .NET 3.5 Workflow Foundation technology and are a little more involved than SharePoint Designer workflows, requiring .NET Development experience. This allows more controlled deployments of workflows and the ability to extend process steps to do such things as call off to web services or store things in databases that aren&#8217;t available with the out of the box SharePoint Designer Workflow Activities.</p>
<ul>
<li><a href="http://www.diigo.com/user/jthake/sharepoint%2Bworkflow?tab=250">SharePoint Workflow</a></li>
</ul>
<p><strong>What to wait to mature</strong></p>
<p><em>Methodology for version management of forms</em></p>
<p>As mentioned above, .NET 3.5 Workflow Foundation technology is at the core of workflows and can be considerably scary when it comes to version management. For instance, imagine you have 50 annual leave forms submitted and the business decide to add another approval step&#8230;does this mean that all existing instances of the workflow need to have this step or just new ones? These kinds of decisions take some &#8220;tweaking&#8221; when you deploy the package and are things not often thought about until they occur. Some prior planning and waiting for some best practices to come out around this space will assist in the future.</p>
<p><em>SharePoint Designer Custom Workflows</em></p>
<p>A drawback with the power of allowing Users to create their own workflows in SharePoint Designer is that they&#8217;re not portable and are attached to an individual Form Library List for an individual Site Collection. So designing these workflows in one environment and deploying to another is not possible. This doesn&#8217;t fit very well with Enterprise rollouts where testing is required, especially when modifying workflows that are in Production!</p>
<ul>
<li><a href="http://www.schaeflein.net/blog/PermaLink,guid,0f8f103a-871a-490c-be4e-e732a5fc0e70.aspx">Porting a SharePoint Designer (SPD) Workflow to Visual Studio.Net &#8211; Part 1</a></li>
</ul>
<p><strong>What to avoid early on</strong></p>
<p><em>Complex Processes &amp; Large Forms</em></p>
<p>One thing to bear in mind is that there are limitations of what you can do in InfoPath, simple forms are easy to put together&#8230;but more complex forms aren&#8217;t! There is certain functionality that doesn&#8217;t work when hosted as web services. Also, large scale InfoPath forms can have rendering performance issues and you may want to consider breaking down the data capture over a number of forms rather than one large one. These kind of things take some experience and more than likely some bad experience.</p>
<ul>
<li><a href="http://office12.blogspot.com/2007/06/infopath-web-forms-vs-aspx.html">InfoPath Forms vs. ASPX Pages in SharePoint Designer</a></li>
</ul>
<p><em>Transactional Processes</em></p>
<p>SharePoint does not have built in support for Transactional processing as a Platform. It is common for various Business Processes to require this especially in Commerce type Systems. It is recommended to leverage a Platform purposely built for this, such as Commerce Server 2007 and simply use SharePoint as a presentation layer which interfaces to trigger such external processes.</p>
<ul>
<li>Microsoft have <a href="http://www.microsoft.com/downloads/details.aspx?FamilyId=2AEB1A5E-43B8-483B-8CB2-86C0E82BF0AB&amp;displaylang=en">published a White Paper</a> on Configuring and Integrating MOSS 2007 and Commerce Server 2007</li>
</ul>
<p><em>High load business Systems</em></p>
<p>As discussed in the first part of this series, SharePoint can scale out onto multiple servers to allow specific Roles to be isolated and to spread the load of web requests to Sites. Microsoft is building more and more information around this area, but it is recommended that you speak to a Microsoft Partner with experience in this area to ensure that you get the full potential out of your SharePoint Farm.</p>
<ul>
<li><a href="http://technet.microsoft.com/en-us/library/cc263261.aspx">Planning and Monitoring SQL Server Storage for Office SharePoint Server: Performance Recommendations and Best Practices</a> and <a href="http://go.microsoft.com/fwlink/?LinkId=95450&amp;clcid=0x409">Working with Large Lists in Office SharePoint Server 2007</a></li>
<li>Joel Oleson has some <a href="http://blogs.msdn.com/joelo/archive/2007/07/09/capacity-planning-key-links-and-info.aspx">great articles</a> around this space.</li>
</ul>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image17.png"></a></p>
<p><strong>Business Intelligence</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Excel Services <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>Have you ever worked somewhere where Excel spreadsheets seem to store the most important Information? Have you ever found they get sent round in e-mails and multiple versions start cropping up and suddenly it&#8217;s in a mess? Excel services allows you to web-enable Excel using Excel services. This is an extremely powerful tool and can often simplify who actually needs the ability to change formulas etc in the spreadsheets and who is just a consumer to them. Simple Web Parts can be added to Pages that point to spreadsheets hosted in Document Libraries.  This is a very quick and easy way of getting those Dashboards that all Sales people are talking about these days. Excel services is new in 2007, so expect a host of new features in vNext and therefore expect limitations in how far you can push current functionality.</p>
<p><em>Filter Web Parts <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /><img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>Filters can be placed on Pages where the Excel services Web Parts are and this will allow End Users to dynamically add filters to the Information be reported on within the spreadsheets hosted in SharePoint.</p>
<p><strong>Medium Term</strong></p>
<p><em>Key Performance Indicators (KPIs)</em></p>
<p>Just because the SharePoint Platform can handle generating lots of KPI dashboards, doesn&#8217;t mean you should start throwing them together. This needs a true expert in the area of Business Intelligence to ensure that the data is accurate and doesn&#8217;t mislead people with incorrect wording. The last thing you want is for your CEO to start quoting how wonderful sales are going, to find out later that the dashboards were taking into account various variables because implementing this was too complicated.</p>
<p><strong>Long Term</strong></p>
<p><em>BDC Data Web Parts</em></p>
<p>The Business Data Catalogue not only has hooks into the Search capabilities of SharePoint, but also has functionality for CRUD (create, retrieve, update, delete) type operations with external mapped sources such as ODBC databases. It allows you to display views of data and empowers the User to be able to operate on this data within the SharePoint interface. This means that rather than developing a ASP.NET/Win Forms custom interface with Business Layer and Data Layer type approach, you can leverage the BDC repeatedly for each data source.</p>
<ul>
<li>Sahil Malik has a great <a href="http://blah.winsmarts.com/2007-4-SharePoint_2007__BDC_-_The_Business_Data_Catalog.aspx">introduction to BDC</a></li>
</ul>
<p><strong>What to wait to mature</strong></p>
<p>Business Data Catalogue</p>
<p>The concept behind BDC is great, unfortunately it is a lot of &#8220;heavy lifting&#8221; to get the XML up and going for this. Fortunately there are some 3rd Party products out there to help you in this space. I&#8217;m sure that Microsoft are busy working in the background to make this easier to work with.</p>
<ul>
<li><a href="http://www.bdcmetaman.com/knowledge%20base/MOSS%20BDC%20-%20getting%20started.aspx">BDC Metaman</a> has some great articles as well as a strong Product in this space.</li>
</ul>
<p><strong>What to avoid early on</strong></p>
<p><em>BDC &#8211; Large/Multiple Repositories</em></p>
<p>When looking at BDC to target multi large repositories of Information and aggregate this within the Search or connecting to it using the Data Web Parts you will have to be cautious. I would advice starting off with some smaller scoped repositories before trying to consume/manage Information from large back-end sources. It is worth bearing in mind that BDC was designed for &#8220;Knowledge workers&#8221; and not full developers and therefore is not designed to scale or handle complex situations.</p>
<ul>
<li>Further Information on a more complex and scalable alternative to BDC is <a href="http://office12.blogspot.com/2007/03/custom-protocol-handler-vs-bdc.html">blogged about here</a>.</li>
</ul>
<p><a href="/Documents%20and%20Settings/thajer1/Application%20Data/Windows%20Live%20Writer/PostSupportingFiles/89a4a990-b128-4bb4-b6d3-7c19fac97cc4/image20.png"></a></p>
<p><strong>Platform Services</strong></p>
<p><strong>Quick Wins</strong></p>
<p><em>Custom Lists <img src="http://sharepointmagazine.net/images/icons/star_48.png" alt="" width="24" height="24" /></em></p>
<p>Custom Lists have a lot of functionality that can often enforce structured content for data capture. These features are available in all Editions of SharePoint and can act as a great quick win within an organization. Think of how many &#8220;lists&#8221; are currently stored in unstructured forms, Excel spreadsheets and Access databases. This can be replaced by SharePoint Lists with Content Types&#8230;for securer, versioned, permission based, workflow driven, single source of truth of Information.</p>
<p><strong>Medium Term</strong></p>
<p><em>Site Provisioning</em></p>
<p>Many a Developer has spent nights writing code that SharePoint does out of the box to build team sites. Large Enterprise Software houses have also tried to create these, but none are quite as extensible as SharePoint and also don&#8217;t leverage the powers of ASP.NET to the level that SharePoint does. This in itself can be a huge advantage to leveraging SharePoint for this type of functionality.</p>
<p><strong>What to wait to mature</strong></p>
<p><em>Security and Permissions</em></p>
<p>As discussed previously, the security model can easily get out of hand in SharePoint and one thing you&#8217;ll find happening quickly in your Service Desk is support calls raising issues about access to Sites etc. The OOTB tools for discovering permissions for a particular User based on their SharePoint Group Memberships and Permissions applied to these as well as Active Directory Groups is extremely limited. Fingers are crossed that this will be adjusted in vNext, but just be aware of the issues around this and try and keep to a very strict basic security model to save these pressures.</p>
<ul>
<li>There are some great tools to help in this space such as <a href="http://www.barracudatools.com/">Barracuda Tools</a> and <a href="http://www.idevfactory.com/">Universal SharePoint Manager</a>.</li>
</ul>
<p><strong>What to avoid early on</strong></p>
<p><em>Heavy Customization of Master Pages / Page Layouts</em></p>
<p>There is plenty of Information out there on how to customize the SharePoint look and feel. I would recommend when you start not worrying too much about making it &#8220;not look like SharePoint&#8221; internally within the Organisation. The main reasons for this is that a lot of the End User training for SharePoint available on the Internet will be easily to relate if the interface is similar to the screen shots in the material they are reading.</p>
<ul>
<li>There is no better place to start than <a href="http://www.heathersolomon.com/">Heather Solomon&#8217;s</a> blog on SharePoint Design</li>
</ul>
<p><strong>Until Next Time&#8230;</strong></p>
<p>Ben Bradley&#8217;s post on &#8216;<a href="http://sharepointmagazine.net/news/what-is-your-firms-sharepoint-balance">What is YOUR Firm&#8217;s SharePoint Balance?</a>&#8216; touched on some great issues around what I would call &#8216;SharePoint Adoption&#8217; and the balance of &#8216;SharePoint Power&#8217; between the &#8216;End Users&#8217; and &#8216;Administrators&#8217; of the system that is running on top of the SharePoint Platform. In Part 3 I will be explaining in more detail the array of &#8216;SharePoint Roles&#8217; and in Part 4, I will explain the different &#8216;SharePoint Powers&#8217; that can be given to these Roles.</p>
<p><a href="http://wss.made4the.net/">http://wss.made4the.net</a> <a href="http://www.readify.net/">http://www.readify.net</a></p>
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