Microsoft Announces Release Date for Office 2010 and SharePoint 2010

Microsoft, today, have announced the timetable for the release of Office 2010 and SharePoint 2010.

Microsoft has confirmed that Office 2010, SharePoint 2010, Visio 2010 and Project 2010 are on schedule and will be released to manufacturing (RTM) next month.

For businesses, they will launch the 2010 set of products, including Office 2010, SharePoint 2010, Visio 2010, and Project 2010 worldwide on May 12.

Office 2010 will be available online and on retail shelves in June.

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Post written by Nigel Price. Published: 05-Mar-2010 19:05 | 0 Comments |

Producing Demonstrations With SharePoint 2010

I was asked to put together a demonstration for a customer this week with 48hrs notice. My colleagues and I thought the only way we could do anything in time was to use smoke and mirrors everywhere. However, it turned out that we actually built the demonstration using SharePoint 2010, without any smoke and mirrors, within the 48 hrs. What we all agreed afterwards was that we could not have built the same functionality within the 48 hours if we had tried to use MOSS 2007. The demonstration included user profiles, search, calendars, organisation charts as well as the usual mocked up pages, except they we not mocked up they were real pages with real data. In the end we hardly wrote a line of code because all we needed was out of the box functionality. The user profiles worked, search worked, people search worked, the organisation charts worked using data from Active Directory and so the User profile Synchronisation had to work. The Out of the Box functionality of SharePoint 2010 is now so great that I suspect a lot of projects will just need this. There would always be space for the developers and their C# but I would again suspect that they will not need to write as much as they did for MOSS 2007 to achieve the same end.

Certainly creating demonstrations with SharePoint 2010 is a lot easier than it was with MOSS 2007.


Post written by Nigel Price. Published: 27-Feb-2010 18:40 | 0 Comments |

Remote Working

With the last few weeks' snow and ice I have had to work from home for a few days. Not because I could get out of my road, but because the trains were not running due to the fact that the trains were electric and used a third rail to pick up the electricity which iced up and hence stopped the trains. Perhaps they should bring back steam trains. We never had these problems when steam was king !

However, I digress. As I was saying – I have been working from home for a few days. What I found was that I could do as much at home as I could in the office. I could log onto the company Intranet (using VPN). I could access all of the company servers. I could communicate with other members of the team using Microsoft's Office Communicator and could use web cams to hold video conferences. So it turned out that I could do everything I could at home that I could do in the office. With my laptop on my lap (where else ?) I could be as effective at home as I was in the office. One drawback I noticed is that I missed the camaraderie of my fellow workers – you could not just turn around to someone and have a chat to them. The converse of this is that other people could not just up to your desk and start chatting to you. So I found that I actually got far more work done as I could start something and not get interrupted until I had finished it. So there are pros and cons of working remotely. However, there is still a legacy problem. That is that managers and customers are more comfortable when they can see "bums on seats" rather than when people work remotely. That is probably the largest problem to people working remotely in the future. So the technology is there to allow people to work remotely, but people's attitudes to remote working still exist and will, in my opinion, prevent it happening on a large scale in the near future.


Post written by Nigel Price. Published: 14-Jan-2010 22:54 | 1 Comment |

Migrating MOSS 2007 Sites to SharePoint 2010

Happy New Year !
This will be the year of SharePoint 2010.
 
Having spent a few days migrating MOSS 2007 sites to SharePoint 2010.  I am impressed the ease at which this can be done - as long as you follow a few basic rules.
 
1.  Make sure that your code, site definitions, webtemp files and other required artefacts are deployed (hopefully using a WSP file) BEFORE you migrate any content.
 
2.   Use the powershell script cmdlet Mount-SPContentDatabase to migrate your content database(s) from MOSS 2007 to SP 2010.  This gives a running % of how far it has got.  Better than the old ststadm command addcontentdatabase which told you very little.
 
3.  Just in case do an IISRESET /noforce.
 
4.  Navigate to your new site and wait a few seconds and your new site come up.
 
5.   Add in the new SP 2010 ribbon as described in :_
 
6.  Test the new site - alot.
 
There you have it.
 

Post written by Nigel Price. Published: 01-Jan-2010 17:00 | 0 Comments |

A Short SharePoint 2010 Overview

SHAREPOINT 2010 for USERS
SharePoint has long been a versatile platform for all sorts of internal and public Web sites, with an emphasis on group collaboration sites, and SharePoint 2010 has greatly improved and expanded those capabilities. It is more flexible and more capable, has a much improved user interface, and does a better job of implementing multilingual sites.

The online HTML editor in SharePoint 2007 was weak by any measure, and at least one third-party ISV had a nice business selling a better SharePoint edit control. The online editor in SharePoint 2010 is not just improved, it faithfully brings the experience of editing with Microsoft Word to the Web, complete with live previews. It works just as well with Firefox as it does with IE 7 and IE 8, and almost as well with Safari. That this online editor is rolling out at the same time as Microsoft Word for the Web is no surprise.

Wiki
SharePoint 2010 supports wiki markup (specifically, MediaWiki-compatible links) and wiki-style WYSIWYG editing pretty much everywhere. SharePoint 2010 is easier to use as a wiki than many wikis.

SharePoint has long supported some international sites, but now it fully supports a multilingual user interface, with dozens of languages supplied out of the box. In addition, it supports configuring fields within lists for multiple languages, as well as translations of user content.

Metadata and Tagging

Meta data, in the form of tags, formal taxonomies, user-created folksonomies, and bookmarks, add another dimension of classification to site navigation and content-based search. SharePoint 2010 supports all of these and can use them for targeting list content to specific audiences, for routing documents to specific libraries and folders, for displaying tag clouds, and for searching.

In addition to tagging, documents can be organized into document sets. The confusing proliferation of document versions that often happens in collaboration sites can now be controlled by declaring specific documents "in-place records," which are basically locked official files. Locking a file doesn't prevent future collaboration; it just marks and preserves that version of the document as "official." The in-place record can exist side by side with other versions of the same document.

Office Web Apps

A lot of people believe that Microsoft has locked SharePoint users into installing Microsoft Office, but SharePoint 2010 includes Office Web Apps, the new Web-based editions of Word, Excel, PowerPoint, and OneNote.

It's always been relatively easy to convert Word documents to SharePoint pages, as well as to display PowerPoint slides online. In SharePoint 2010, you can also use Excel Services or Visio Services to publish spreadsheets or diagrams for browsing.

SHAREPOINT 2010 FOR IT PROFESSIONALS
SharePoint 2010 promises IT professionals improved productivity, a scalable unified infrastructure, and flexible deployment. These features can be used to help provide governance and high availability.

Although server requirements are narrower, client support is broader. SharePoint 2010 fully supports 32-bit IE 7, IE 8, and Firefox 3.x running on Windows. Also,  64-bit IE 7 and IE 8, Firefox 3.x on non-Windows systems and Safari 3.x are supported as "level 2" browsers; they can be used to administer the site, but pages may not render with perfect fidelity. Site administrators can tune their content and CSS to support additional browsers for reading the site.

Smooth transitions
Upgrades can be done in place or by attaching a database backup from SharePoint 2007 to a new SharePoint 2010 installation. Databases can run read-only during the upgrade to minimize downtime. Administrators can force all sites to upgrade to the new master pages and CSS, or allow each site owner to run with the old styles, preview the upgrade, correct any issues, and finally switch over to the new styles.

Administrators now have more control over SharePoint site proliferation. It's a two-pronged strategy: Use Active Directory Markers to keep track of SharePoint servers, and/or use Group Policies to control where SharePoint can and can't be installed.

The redesigned Central Administration pages in SharePoint 2010 are easier to understand and use; there's a lot less searching for tasks than before, and a lot less jumping around from menu to menu is required. The new layout is much better organized than before. The new ribbon interface does help to keep like functions clustered, and the new wizards make some of the harder setups easier to complete successfully.

Backup is improved. The backup and restore capabilities built into SharePoint 2007 were blunt instruments. In SharePoint 2010 you can be more selective about restores by browsing an unattached content database, locating the sites or lists you need, saving them, then restoring them to the production database.

Scripts and sandboxes
PowerShell command support in SharePoint 2010 is a big improvement over the older (but still maintained) Cmd.exe and Stsadm.exe environments. There are over a 100 core Windows cmdlets and 300 SharePoint cmdlets and they have a help system, they pipe together in logical ways, and in many cases the user only has to figure out a command sequence once, then save the script and apply it to other sites. Overall, that's a big time saver over going through the GUI for every site in every farm.

On a SharePoint server with many custom controls and large lists, one site that hogs CPU, memory, or database requests can damage the performance of all the sites on the server or even all the sites using the database. Throttling and list controls in SharePoint 2010 allow an administrator to control this per Web application.

In addition, custom solutions can be sandboxed, meaning that they can be given a restricted set of permissions and resource quotas, then run isolated. Sandboxing reduces the risk of allowing site owners to deploy their own solutions, balancing freedom against safety. Quota templates keep the overhead of controlling sandboxed solutions reasonable.

Branding in SharePoint 2010 has been made easier by revamping the way themes work. SharePoint 2010 themes are now compatible with PowerPoint themes. In many cases, companies will be able to import existing PowerPoint themes to apply the fonts and colors of the corporate brand. Perhaps future SharePoint sites won't all look like they've been turned out with the same cookie cutter.

SHAREPOINT 2010 FOR DEVELOPERS

SharePoint 2010 is much more attractive for developers than SharePoint 2007 ever was. There is less code to write because of the richness of the product, without giving up too much in the way of flexibility.

The list of improvements is long. In addition to better API support and more extension points, there is better tool support in Visual Studio 2010, Visio, and SharePoint Designer 2010. There's a straightforward way to connect to line-of-business applications. Many functions have been exposed to RESTful interfaces. There are more application templates. Debugging and monitoring are much better. And sandboxes offer a measure of protection for custom applications that was lacking previously.

Visual Studio 2010 offers a dozen SharePoint 2010 project types in two languages, C# and Visual Basic. Empty projects are used more often than you'd think, as containers for multiple controls, workflows, and other project items. A Visual Web Part is a new kind of project that combines a Web Part class with an ASP.Net user control; the latter can be designed visually within Visual Studio 2010, which makes Web Part design much easier than writing code to instantiate child controls. The downside of a Visual Web Part is that it cannot be deployed to a sandbox.

SharePoint workflows can be sequential or state machines, and they can be one-offs or parameterized reusable workflows. Workflows can be designed using Visio or SharePoint Designer in addition to Visual Studio. In SharePoint 2010, workflows do not have to be associated with a list. They can instead be site-level workflows, with their own start pages; this is an improvement.

A Business Data Connectivity Model is a way of connecting SharePoint to a line-of-business application or an external database through a .Net class. It creates an external content type that can be used like a native SharePoint content type for example, in lists and searches. This connectivity can be two way ie SharePoint users can update data in LOB systems as well as read it.

Solutions and views

WSP packages, or SharePoint Solution Packages, are a handy way to deploy all of the files of a SharePoint project to the SharePoint farm. They can, for example, be created as prototypes in SharePoint Designer and then into Visual Studio for implementation.

An extensibility API allows developers to create new SharePoint project items.

Visual Studio 2010 can view SharePoint sites in its Server Explorer as a giant tree view. This gives the developer a view of all SharePoint settings directly from the IDE. It also allows quick programming access to SharePoint artifacts. The Visual Studio Server Explorer typically appears in the left-hand column of the Visual Studio window, allowing a developer to find a server object without obscuring the code in the middle of the window.

SharePoint Designer also has a site dashboard. In keeping with the spirit of Designer, this dashboard expands to full screen and is easy to navigate and understand.

A Developer Dashboard is part of SharePoint itself; it is basically a detailed tracing and performance profiling tool. When active, the developer dashboard displays performance statistics and timings related to the code that executed to produce the page. This display can take you down to the function level and lets you quickly get an idea of everything that happens from the HTTP POST request for the page to the database queries and the rendering event handlers.

APIs and openness

Developers can use Visual Studio 2010 to enhance SharePoint 2010 through numerous APIs. Does the developer need develop a pop up a dialog? No – the developer can use the pop-up dialog framework. Does the developer need a fancy widget? If so - build a Silverlight Web Part and bind it to SharePoint lists. Does the developer need to display related data? If so – then they can use SharePoint lookup fields.

Does a developer need to bring in data from a CRM or ERP system? Then a developer can create a Business Connectivity Service class and use it to populate a SharePoint list or expose it to search. Does a developer want to write strongly typed queries against SharePoint data that are tightly integrated with their code? The developer could use LINQ to SharePoint in much the same way as you would use LINQ to SQL or LINQ to XML. Does the developer want to create new views of SharePoint data? Then they can create their own XSLT views. Does the developer need to hook into various SharePoint events as they happen? Then write an Event Receiver, using a Visual Studio 2010 wizard to help you trap just the events you want.

If a developer cannot do what they to do on the server, then they can use the Client Object Model from JavaScript. If a developer needs to integrate one server with another server, then they can use Web services or REST, even if the other server runs PHP on Linux?

 

 


Post written by Nigel Price. Published: 08-Dec-2009 13:01 | 157 Comments |

ECM Presentation at SharePoint Conference in Las Vegas

Enterprise Content Management (ECM) has been a buzzword floating in the enterprise. Yet its promise of integrating proven methods and tools to capture, manage and deliver relevant information to an organization has yet to be realised.

Microsoft unveiled SharePoint 2010 at the SharePoint Conference 2009 in Las Vegas and its enhanced ECM capabilities look very promising.

People First, Process Second, Tool Third

Ryan Duguid, Senior Product Manager in the Microsoft Office Business Platform Marketing Group, gave a presentation showcasing how the promise of ECM can be effectively delivered by SharePoint 2010.

The session kicked off with Ryan analysing a wide array of typical information workers that would have varying content management needs ranging from legal compliance, understanding business value to providing organizational transparency. He described that existing ECM tools are either antiquated or too complex for everyone in an organization to embrace.

An interesting statistic he raised is that "over 50-60% of ECM implementations fail", caused by focusing too much on the technology. Organisations undervalue the relevance of understanding the pain points of their users and identifying key business needs prior to deploying an ECM solution.

Why SharePoint 2010?

Empowering users is what sets SharePoint apart from other ECM platforms. Its ease of use and tight integration with existing Microsoft toolsets like Windows and Office provides a low barrier to entry that can engage users to participate in ECM.

In addition, in this climate of tight corporate budgets, SharePoint is cost effective considering that it is an enterprise platform that can deliver solutions above and beyond ECM.

Lastly, its seamless integration with complementing SharePoint tools like social computing, business intelligence and search can be compelling for enterprises to invest in the platform.

We're in Vegas But We Still Can't Achieve ECM Nirvana Magically

Before jumping on the ECM bandwagon, Ryan stressed that proper planning is key to success. Identifying both organizational and user requirements is paramount in defining an ECM roadmap.

Next, engaging the users throughout the implementation can support the definition of information architecture, content taxonomy and compliance requirements. In addition, a relevant adoption plan needs to be in place to appropriately train users to show how organizational ECM strategies and toolsets work together.

Lastly, business metrics should be defined to quantify the return of investment (ROI) of an ECM solution.


ECM in SharePoint 2010 is to remove barriers

Key SharePoint 2010 ECM Features

Ryan demonstrated the key SharePoint 2010 features namely:

 

Based on an article originally written by Meetdux

Some MSS 2010 Restrictions

I will try and keep this blog updated with MSS 2010 restrictions as I come to hear of them.....

 

Microsoft has announced that SharePoint 2010 won't work with IE6.

They have also cautioned people about trying to use Office 2003 with SharePoint 2010.


Post written by Nigel Price. Published: 24-Oct-2009 22:33 | 1 Comment |

SPC09 and MSS 2010

So that's it – it is over – finished.

I have had a very busy time here. I have been on the go from 0600 hrs to midnight and beyond just about every night.

It is not just the sessions that you are here for but also the networking. It is about meeting people and companies who you would never have the chance of meeting anywhere else.

This conference has all been about MSS 2010 and what will be in it.

I think we were all disappointed that the beta was not released at the conference. However, it is better to get it right than to try and release half a product.

The big bets from Microsoft seem to be Social Networking and Taxonomy and search.

It looks as if social networking is coming to the Enterprise and you will be able to find experts in your company you never knew existed. You will be able to collaborate and interact with your work colleagues like you have never have done before. It remains to be seen whether companies will embrace Social Networking. The plumbing and features will be there in MSS 2010.

Microsoft have done a lot of work in the Taxonomy arena. Taxonomies can now be global across the whole of the enterprise. There is auto prompting for tags after you type in the first couple of letters. There is a new column type for metadata. The taxonomy import method is strangely via an Excel spread sheet not an XML file. No prizes for suspecting someone will put on codeplex before too long a routine to convert XML to MSS 2010 Excel Taxonomy format. It remains to be seen how many levels of nesting the MSS 2010 Taxonomy will support. Unconfirmed reports are that at the moment it may only be 4 which is not enough for IPSV.

There are, of course, lots more features announced at the conference. The most significant one for me was the support for pages which will be XHTML compliant and WCAG 2.0 "AA" compliant.

Please note that it is WCAG 2.0 not W3C "AA" compliant. The WCAG 2.0 standard is still a draft after 6 years ! It remains to be seen whether the UK public sector will embrace WCAG 2.0 or will doggedly stick to requesting W3C "AA" compliancy.

So 7,500 people have now got the knowledge to be able, in one way or another, to elucidate about MSS 2010 or even be able to create MSS 2010 sites. But we are at least 6 months away from the release of MSS 2010. The official line from Microsoft is "It will be released in the first half of calendar year 2010" so it could be as late as 30th June next year. However, Visual Studio 2010 will be released on the 22nd March 2010 and that contains an awful lot of SharePoint features so my guess is that MSS 2010 will ship around that time if all goes well. Microsoft are not going to make the same mistake as they did with MOSS 2007 and rush it out before it is ready. It remains to be seen if there will be a dip in sales of MOSS 2007 like there was with MCMS 2002 in anticipation of the release of MSS 2010. There are a host of improvements with MSS 2010 which get over a lot of the limitations of MOSS 2007.

MSS 2010 is a more mature product that MOSS 2007. Its limits have been greatly improved over MOSS 2007 in terms of the size of farms and the limit on things like document libraries and lists. Document Libraries can contain 10's of millions of documents and lists can go above the 2,000 list items that there was in MOSS 2007. Although there things in place to throttle back Lists that grow to over 2,000 or 5,000 or whatever the system administrators set the limit to.


Post written by Nigel Price. Published: 23-Oct-2009 15:42 | 5 Comments |

Day 4 – Upgrading 2007 code to 2010

Two ways of upgrading Code

Upgrading Existing VSeWSS Projects

Upgrading custom code for SharePoint

    Common upgrade issues

    Solution and Feature Upgrading

Upgrade tool for VSeWSS

  • VS.NET 2010 Templates that allow for importing of existing VSeWSS projetcs
  • Converts projects to visual Studio 2010 format

Refactoring Solutions

Whilst VSeWSS had 1:1 feature:artefact - VS 2010 is more flexible

Feature Designer

    Allows the user to Add / remove SharePoint Artefacts

Upgrade issues

STP Files

    STP files for sites are no more

        Need to create a V3 site - fix it - save as WSP file

UI Changes

    CSS

        Almost everything has changed in SharePoint CSS

        Any customisations that depend on V3 CSS such as master pages will need to be redesigned to work correctly in V4.

        Pages in MSS 2010 - Fully XHTML Compliant WCAG 2.0 AA compliant level

    Custom Actions

  • No more toolbars in V4 UI Mode
  • Toolbar Actions are moved
  • Actions with code behind

    Backward compatible UI

        MSS 2010 Versioning Controls Allows for rendering of version specific content

Large List Query Throttling

    This will bite you !!

    Need to surface these sorts of issues in Development

  • Test as a non-admin user
  • Use realistic data volumes in development and test servers
  • Catch exception don't give back to user.
  • Create index on column you are using in CAML query.

Deprecated APIs

    MOSS code that runs within IIS will work without recompilation

    MOSS 2007 code that runs within the Timer service will need to be compiled

    Code that runs outside of IIS (that utilises the OM) will need to be recompiled or use bindingRedirects

    Numerous API's have been deprecated

        Recompile your app for V4 and you will get warnings

    Path to SharePoint Root needs to be upgraded was 12 Hive now 14 Hive (or SharePoint Root)

        

Deployment Path Issues – need to check these

Solution Upgrade Improvements

BindingRedirect in manifest.XML

    Redirect existing code to upgraded assemblies

Support for versioned feature upgrades

Feature Upgrade Query Object Model – features can have versions

    So can do upgrade programmatically

Feature Versioning, Feature Upgrading. ActivationDependency - MinimumVersion Attribute.


Post written by Nigel Price. Published: 23-Oct-2009 02:15 | 0 Comments |

Day 4 – Deep Dive into User Profiles and User Profile Data

User Profile Store is Person Centric store

Accessed by :- Central Admin -> Service Apps -> User Profile Service

Synchronisation is same as 2007

SubTypes are a type of user eg Contractors

Can add properties to the Sub Type eg Contractor has an end date

Uses Taxonomic properties and privacy

New Entity - Organizations

Can create ad-hoc objects (eg ad-hoc teams)

    Can add leaders and members of organisation

Profile Store Architecture

WFEs talk to App Server & Database

    To SQL for collegues, social tags, personalisation site etc

    To the service for light user profiles, mid tier cache, account name, display name, email, profile, url, title – cache will store 500K users.

A Number of New Databases

User profile DB

Contains the Profile and activity Feed

Social Data DB

Contains :-

  • Tags, Keywords, comments, bookmark, ratings
  • Mainly stores GUID or the note or ratings, URI, Profile ID, Timestamp
  • Term values for use on the newsfeed and Tags & Notes Page

Sync DB

ldap directory sync supports Sun, IBM Tivoli and Novell directories

Profile Synchronisation Tips

User Profile sync is a service and need to be explicitly started.

Write down the connection plan

    Connections, filters, properties mappings

    NB - 2007 connection, filter, property mappings will not migrate

    2010 has strongly typed property mappings

    Fewer connections the better, recommend single connection for a forest

Directory Permissions

    Need "directory get changes " (dir sync) rights for the AD credentials to read the change log and perform incremental sync

    Need write permissio0ns for export to directory

User profile sync can write back to AD (2 way sync) in SharePoint 2010

    Get started with user-only option for the first full sync, run incremental with users and groups

    After first full sync, run incremental not full

    LDAP and BCS users only (no groups)

BCS

    No export no new records (rows)

    Check your BCS models using the new external lists

 


Post written by Nigel Price. Published: 23-Oct-2009 02:06 | 0 Comments |
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