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Guidance at a Glance

This guidance helps architects and developers build SharePoint intranet applications.  The guidance contains a reference implementation that demonstrates solutions to common architectural, development, and lifecycle management challenges.  This guidance discusses the following:

  • Architectural decisions about patterns, feature factoring, and packaging
  • Design tradeoffs for comon decisions many developers encounter
  • Implementation examples demonstrated in the reference implementation and in the QuickStarts
  • How to design for testability, create unit tests, and run continuous integration
  • Set up of development, build, test, staging, and production environments
  • Managing the application life cycle including upgrade
  • Team-based intranet application development

The following areas are not discussed in this version of the guidance:

  • Content-oriented sites that use web content management
  • Internet and enterprise-scale SharePoint applications
  • Multilingual SharePoint applications
  • Scale or security testing of SharePoint applications

The Best Practices Resource Center for SharePoint Server 2007 has been recently launched on our TechNet site.  The intent of the site is to provide a resource for guidance and best practices in efforts to avoid common pitfalls and keep your Office SharePoint Server 2007 environment available and performing well.  The best practices cited within the resource center is based on real-world experience from Microsoft Consulting Services and the SharePoint Product Team.

Version 1.4 of the SharePoint Server 2007 SDK and the Windows SharePoint Services 3.0 SDK has been released.

What's new in the 1.4 release of the SharePoint Server SDK?

  • Installation enhancements: You now have a choice of installation path when you’re installing the SDK. Browse to your preferred folder during setup. The default installation path for the Microsoft Office SharePoint Server SDK is <%Program Files%>\2007 Office System Developer Resources.
  • Start menu navigation: This release features a new Start menu shortcut for quick access to documentation (compiled HTML Help, or CHM for short) files and the Welcome Guide (ReadMe.htm), which is a landing page with links to all the tools and samples. In Windows Server 2003, click Start, Programs, 2007 Microsoft Office System Developer Resources, Office SharePoint Server 2007 SDK to open: MOSS 2007 Technical Articles and Visual How-Tos, Office Forms Server SDK Documentation, Office SharePoint Server SDK Documentation, Welcome Guide, Windows SharePoint Services SDK Documentation. In Windows Vista, click the Windows Vista Start button, All Programs, 2007 Microsoft Office System Developer Resources, Office SharePoint Server 2007 SDK to open: MOSS 2007 Technical Articles and Visual How-Tos, Office Forms Server SDK Documentation, Office SharePoint Server SDK Documentation, Welcome Guide, Windows SharePoint Services SDK Documentation.
  • Offline experience improvements: All of the technical articles, visual how-to articles, and book excerpts are now packaged—plus the Excel Services and Excel 2007 Windows Compute Cluster Server 2003 Job Submission Developer Guide—into one searchable CHM file. Browse offline for content published on MSDN out-of-band with the SDK. (Known issue: Several links in the MOSSSDK_TechArticles.chm and WSSSDK_TechArticles.chm do not work in a strictly offline scenario. Also, WMV file screencasts or downloads associated with articles are not packaged in the CHM, to keep the download size manageable. Workaround: Browse to the content on MSDN online; for ease-of-use, the CHM file table of contents is the same as the MSDN Library table of contents.
  • New tools and samples.  

What's new in the 1.4 release of the WSS 3.0 SDK?

  • Expanded documentation of backup and restore features.  This release contains greatly expanded documentation of backup and restore features, including a new top-level node, "Backing Up and Restoring." The node includes twelve articles, including "Overview of Backing Up and Restoring Data in Windows SharePoint Services," and four new "How To" topics.
  • Complete documentation of Microsoft.SharePoint.Administration.Backup.  Object model reference documentation in the Microsoft.SharePoint.Administration.Backup namespace is complete, and code samples are provided for all critical types and members.
  • New documentation of the administrative object model.  A new section, "The Administrative Object Model of Windows SharePoint Services 3.0," contains six new articles, and the "Administration" section has a new, extended code sample.
  • Revised Web Part documentation.  The section that provides conceptual documentation of Web Parts has been completely restructured, and two walkthrough topics have been significantly revised and rewritten.
  • More migration support.  A new section, "Selective Content Migration," contains three articles to support selective migration strategies. Additionally, additions and revisions have been made to existing topics in the "Content Migration Overview" section, and a large number of API reference topics that support migration and deployment scenarios have been completed in the SharePoint.Deployment namespace.
  • Expanded and updated reference documentation.  You can find enhanced documentation of types and members in the SharePoint.Workflow and SharePoint.WorkflowActions namespaces, the People Web service, and three ActiveX controls.

      

Version 1.2 of the Visual Studio extensions for WSS has been released and available for download.  Version 1.2 provides support for Visual Studio 2008 in building SharePoint-based solutions.  The following tools are included:

Visual Studio 2008 Project Templates

  • Web Part
  • Team Site Definition
  • Blank Site Definition
  • List Definition
  • Empty SharePoint Project

Visual Studio 2008 Item Templates

  • Web Part
  • Custom Field
  • List Definition (with optional Event Receiver)
  • Content Type (with optional Event Receiver)
  • Module
  • List Instance
  • List Event Handler
  • Template

SharePoint Solution Generator

Used to generate a Site Definition project from an existing SharePoint site.

Note here that this release only works for Visual Studio 2008.  If you're still doing development using Visual Studio 2005, you'll need to install Version 1.1 of VSeWSS which can be downloaded here.

Announced on the SharePoint Team Blog, the SharePoint Deployment Planning Services program has been launched and is geared at helping our Software Assurance (SA) customers sucessfully plan and deploy SharePoint Products & Technologies.  I think this program provides a great resource for those customers who are struggling to make sense of SharePoint technologies or are trying to uncover proven "best practices" around how to properly deploy and implement SharePoint-based solutions.

During my time as a Technology Architect within the Reston, VA Microsoft Technology Center, I worked with a number of customers in definining SharePoint-based solution architectures where we covered topics such as understanding SharePoint architecture, definining portal taxonomies and physical deployment topologies/architecture, development and integration opportunities through Strategy Briefings and Architecture Design Sessions as well as "real world" implementation through Proof of Concept engagements to demonstrate the capabilties of a "live" SharePoint solution.  It's certainly great to see these getting packaged into a set of service offerings that we can make more widely available to our customers and partners.

And speaking of partners, this program is jointly managed by our partner ecosystem as well as Microsoft Consulting Services which together provides proven business and technical expertise in architecting/deploying SharePoint-based solutions for small, medium, and large organizations alike.

To learn more about the SDPS program and what it can do for you, head over to the SDPS website.  Microsoft Partners having strong competency in the Microsoft Office System stack are encouraged to sign up and participate in this growing community.

 

Version 2.0 of the OBA Composition Reference Toolkit was released to the web today, on schedule and with all the great new features promised for the release. Version 1.0 of the toolkit was released at the Office Developer’s Conference in February 2008.

Watch the OBA Composition Reference Toolkit Overview Video to get an overview of the toolkit, the motivations for creating it, and its intended use. Visit the OBA Composition Reference Toolkit site to access and explore related resources: Installers for the toolkit & sample components, Documentation – architecture, user, admin, developer, and overview video.

What’s New in Version 2.0?
  • IT administration capabilities integrated into the SharePoint Central Administration portal
  • A prescriptively secure user experience for OBA composition
  • Support for incremental deployment of OBAs.
  • Support for installing the OBA Composer on a client computer that is running the Windows Vista operating system and connecting to a remote computer that is running Office SharePoint Server.
  • Spport for many new, out-of-the-box components, too, which cover scenarios that pertain to Expense Reporting, Purchase Requisition Management, Financial Services, and Health & Life Sciences solutions
  • Source code (framework, tools, and sample components) of the OBA Composition Reference Toolkit to enable independent software vendors (ISVs) and solution integrators to extend and repurpose the Toolkit to suit their individual needs.

Visit the OBA Composition Reference Toolkit site for more information.

Zach Rosenfield (a Program Manager on the SharePoint Team) posted an announcment introducing the SharePoint Administration Toolkit.  This promises to be a great resource for administering your MOSS and WSS v3.0 deployments.  The initial version of the toolkit contains a couple of useful administrative tools, including the Batch Manager, which allows you to schedule bulk operations against site collections in a SharePoint farm, and a new command to the STSADM command-line utility called "updatealert" which will refresh all alert URLs in a specific site collection, which is important if you change the URL of a web application or after an upgrade.  A full whitepaper describing the toolkit can be found here.

Check out Zach's post of you want to have a good understanding of what the toolkit addresses and the features it contains.  The toolkit is available for download for both x86 and x64 SharePoint deployment configurations.

Enjoy!  I know I will! :-)

Microsoft has recently released a set of lectures and whitepapers on advanced topics around Office SharePoint Server 2007.  Below is a description (taken from the TechNet website) of topics and links.

Title Description Streaming Video Whitepaper
Overview: Office SharePoint Server server farm architecture Describes how to plan server farms for reliability and scalability, and how to deploy Office SharePoint Server 2007 and Windows SharePoint Services 3.0 on a server farm. None Download
Overview: Configuring server farms Describes configuration steps needed for server farms after deployment. Watch Download
Securing Server Farms Describes how to help control access to information and how to help protect deployments from malicious users. Watch Download
Configuring Performance Options Describes how to set up caching, IIS compression, and other options to help maximize performance of an Office SharePoint Server server farm. Watch None
Backing up, restoring, high availability, and disaster recovery for Office SharePoint Server server farms Describes how to back up and recover Office SharePoint Server server farms. Watch Download
Operations and Management Provides information about common operations and management tasks. Watch Download
Capacity Planning Describes how to determine requirements to support your capacity requirements. Watch Download
Search architecture and configuration Describes how to plan for and configure search for Office SharePoint Server. Watch Download

An excellent whitepaper is available on our downloads site that provides guidance on implementing solutions on top of SharePoint Server 2007 and Windows SharePoint Services 3.0.  A breakdown of the sections is cited below:

  • Chapter I - Document Goals
  • Chapter II - Implementation Scenarios
  • Chapter III - Implementation Environments
  • Chapter IV - Implementation Activities
  • Chapter V - Deployment Methods
  • Chapter VI - Tools for the Job
  • Chapter VII - Implementation Project Plan and Team
  • Chapter VIII - Implementation Worksheet
  • Chapter IX - Hotfixes
  • Chapter X - Testing
  • Chapter XI - Summary
  • Chapter XII - Glossary
  • Chapter XIII - References
  • Virtualization
  • SDKs and Centers
  • Dev Tools
  • Packaging Tools
  • SOLUTION Framework
  • Bin or Global Assembly Cache
  • Features
  • Authoring and customization
  • Content Deployment / Migration
  • Team Development
  • Testing, Source Control and MSF
  • Patterns and Practices
  • Chapter XIV - Credits and Thanks To

Definitely worth the download.

Our Architecture Strategy Team has recently unveiled a great solution geared at simplifying the task of building Office Business Applications (OBA) using the Microsoft Office System platform. 

The solution, called the OBA Composition Reference Toolkit,  surfaces the underlying composition capabilities of the 2007 Office System and provides a prescriptive application composition experience for Information Workers to build OBA solutions. 

You can head over to the Architecture Center on MSDN to get more information about the solution and download the bits.  Right now, only the binaries are available, but the plan is to release the source code by mid-March.

WSS and MOSS SP1 has been released

Posted in Office Business Applications (OBA) | SharePoint Products and Technologies | Office System at Tuesday, December 11, 2007 4:34 PM Eastern Standard Time

Microsoft has recently released SP1 for both Office SharePoint Server 2007 and Windows SharePoint Services 3.0.  For a list of what's included in the service pack, you can view the SP1 whitepaper posted to Microsoft's TechNet website.  This information will be important from both a business and technical perspective as it relates to support installing SP1.  There's also a KB article that's recently been posted that provides invaluable information about SP1.

Important Note: WSS 3.0 SP1 should be installed before SharePoint Server 2007 SP1.

Critical Planning and Deployment & Installation Information 
Before installing SP1, read deploying software updates for Windows SharePoint Services 3.0 which will help you understand tips tricks and troubleshooting steps and Planning and deploying SP1 for Microsoft Office SharePoint Server.

Download locations:

Windows SharePoint Services

Office SharePoint Server

Office SharePoint Server 2007 Training

Posted in Office Business Applications (OBA) | SharePoint Products and Technologies | Tips & Tricks | Training at Monday, December 10, 2007 11:36 AM Eastern Standard Time

The final and complete edition of the end-user Office SharePoint Server 2007 Training is now broadly available to customers, in the Download Center. 
 
The training comes with rich set of videos, tutorials and articles that help end users learn the basics of SharePoint’s workloads. The kit can be installed directly to individual machines (stand alone edition), or directly onto a SharePoint environment (portal edition). IT Departments, or even groups such as HR, Corporate Learning, and others will be able to use and customize the kit to train users on SharePoint usage.

You'll be able to choose between two versions:

  • Portal Edition: built on the Microsoft SharePoint Learning Kit (‘SLK’), the Portal Edition must be deployed onto a SharePoint Server site by a server administrator. It includes a reporting function that allows an administrator/trainer to track learners’ completed training topics. The content is compliant to the e-learning standard SCORM 2004.
  • Standalone Edition: can be installed by an individual and easily accessed from a desktop icon. It does not allow customization or reporting, but give customers the ability to view the training before they deploy the Portal Edition on a SharePoint Server site.

Topics covered in the training include:

  • Collaboration: team sites, permissions, Web parts, libraries, lists, blogs, wikis, and workspaces.
  • Enterprise Content Management: document and records management, protecting files, using workflows, compliance, and more.
  • Search: finding files, Web sites, information and people.
  • Portals and personalization: My Sites, targeting content, and managing My Site access
  • Business processes and forms: streamline business processes, gather information with forms, and configure workflows.
  • Business intelligence: share Excel workbooks, work with a Report Center site, use dashboards, integrate internal data, and more.

Software + Services Blueprints Released

Posted in .NET 3.0 | Architecture | Office Business Applications (OBA) | Software+Services at Thursday, November 08, 2007 9:40 PM Eastern Standard Time

Microsoft recently released the initial version of Software + Services Blueprints.  These blueprints are a series of source code and guidance packages designed to provide an architectural bridge between vision and implementation by making it easier to build S+S applications.

The blueprints serve as a good starting point for designing an developing S+S solutions through source code, architectural guidance, and step-by-step workflow on software construction.  Each S+S Blueprint is focused on the following core areas:

  • Media/Community
  • eCommerce
  • Office Business Applications (OBA)
  • Mobility

with future S+S application areas being planned.  A CodePlex Project Site has been created and will serve as the "hub" for all information, code, and documentation around this great solution offering.

SharePointPedia 1.0 Goes Live

Posted in Office Business Applications (OBA) | SharePoint Products and Technologies at Saturday, November 03, 2007 9:04 PM Eastern Standard Time

Taken from SharePointPedia's "About Us" page...

SharePointPedia.com is a web site where people discover and share useful content about SharePoint and SharePoint related products and technologies. It’s a social computing application built on top of Microsoft Office SharePoint Server (MOSS) 2007. Anyone with a Windows Live ID may become a registered user and can then submit content recommendations or requests, leave comments, or just vouch for whatever you like. Note that SharePointPedia is not a wiki. It’s a “pedia” in the sense of being a compendium of useful content, but rather than being limited by just wiki functionality, it leverages the much broader set of capabilities in SharePoint. SharePointPedia is also about community, where you can find and connect with others, who have similar interests as you or who recommend content relevant to you. We hope that you will find SharePointPedia useful, and we would greatly appreciate your feedback to make it even better.

We've officially launched a new website dedicated to providing invaluable information around building Services Oriented Architecture (SOA) and Business Process Management (BPM) solutions using the Microsoft platform.  As a part of this site, we've released our latest roadmap and product strategy around the next generation of Microsoft SOA-based technologies, codenamed "Oslo", to included updated messaging and workflow technologies in BizTalk Server and other products starting in 2009.

The "Olso" vision will leverage the next version of BizTalk Server as it's primary delivery vehicle for delivering a superior SOA infrastructure, but that's not all.  "Olso" will also feature updates to the Visual Studio development environment and the System Center line of systems management products as well as provide the appropriate infrastructure support to support business-to-business composite applications.

This is going to be an exciting ride in the world of SOA, and Microsoft will be right there in the mix!

One of the biggest challenges I feel that we (Microsoft) face in showcasing the "value" of architecting/developing Office Business Applications is providing what I'll call "solid reference implementations" along the lines of Duwamish Books, Fitch and Mather, Global Bank, LitwareHR, other many other solutions we've released.  Sure, we have the OBA Reference Architecture Packs (OBA RAPs), but, by definition, they are meant to serve as simple examples of how to leverage the OBA pattern to address a given business scenario.  However, where I think they are lacking is in providing sound guidance and implementation practices around many of the architectural and implementation challenges many organizations face today in trying to deliver business value to their users.  Many organizations today are asking questions like:

  • What are good practices for securing our OBA solution?
  • What are good practices for integrating with other Line-Of-Business (LOB) applications and how do we take advantage of other Microsoft integration technologies in order to accomplish this?
  • What are good practices for implementing other Microsoft platform technologies and services like Windows Live Services (Live ID, Virtual Earth, etc) and UX technologies like Microsoft Silverlight and WPF?  And, more importantly, WHEN should they be used?
  • What are good implementation strategies for building addressing scability and performance challenges in your solution design?
  • What are some common implementation patterns that allow for changes in business objectices and requirements and changes in technology?

and tons more.  So my question to you, dear reader, is what would you like to see in an OBA reference implementation?  Is something like Duwamish too much?  Are the OBA RAPs a step in the right direction?  This is an opportunity for you to be heard.

OBA Resources

A couple weeks ago I mentioned that I'd been working on the Office Business Application (OBA) Reference Architecture Pack for Public Sector, which focuses on providing prescriptive architecture guidance for building e-Forms solutions within Public Sector.  I've gotten numerous inquiries since that post as to when the bits would be available for download.  Well, I'm happy to announce that they are now available on our Connect website.  If you are new to Microsoft Connect, read the Microsoft Connect Introduction to learn how Microsoft Connect works and how to enroll.  Included in the download are hands-on-labs and a fully functional Virtual Machine that has all the necessary bits to run the solution.  Because the RAP is being bundled as a Virtual Machine image you will need either Virtual PC 2007 or Virtual Server 2005, which are both free, to run the solution.

Also be forewarned that the Virtual Machine is fairly large in size (weighing in at a ~31 GB), so please plan accordingly when you decide to download as it'll take a minute :-)

I welcome you to download the solution and give us some feedback on what you think.  This release marks the first phase of many exciting things that will come out of this RAP.  To get more information on what's going in Public Sector, you can visit the Public Sector Industry Center on MSDN.

As I mentioned in my last post, I've had the opportunity to work on a number cool solutions in recent months.  One solution that I've been privileged to work on and help deliver is the Office Business Application Reference Architecture Pack for Public Sector (wow, say that 5 times fast!) and it has just been released to MSDN.  This reference architecture provides prescriptive architecture and guidance for addressing a major business problem within today's Public Sector organizations, that being the processing of electronic forms. It illustrates how an OBA (Office Business Application) can be built to automate and optimize forms processing.  The reference solution framework showcased in the RAP is generic and can be adapted to enable end-to-end processing of a number of electronic forms in the Public Sector.

This OBA solution was built using a number of technologies from the 2007 Office System and .NET 3.0 platforms.  Among those technologies include:

  • Microsoft Office SharePoint Server 2007
  • Microsoft Office InfoPath Forms Services
  • Windows Workflow Foundation
  • Windows Communication Foundation
  • Microsoft Office InfoPath 2007
  • Microsoft Office Outlook 2007

Also included as a part of the RAP are a number of supplementary materials including a click through demo, videos, technical and business presentations, and architecture whitepapers.  The RAP is being bundled as a Virtual Machine image, which will include the working application and source code and will be made available from our Microsoft Connect website.  You will be able to download the Virtual Machine image from there and can use either Virtual PC 2007 or Virtual Server 2005, which are both free, to run the solution.

This version of the RAP only marks phase I of a multi-phased approach for delivering OBA capabilities to address E-forms processing.  In future releases we'll be introducing more advanced capabilities, including:

  • Personalized citizen portals
  • Live Collaboration and Communication (Citizen to Organization, Organization to Citizen)
  • E-Forms analytics and activity monitoring
  • Advanced Office client integration for information workers
  • Rich Internet Application (RIA) capabilities via Silverlight
  • Integration of information cards using Windows CardSpace

So keep your browsers tuned into the many exciting things that'll be coming out of Public Sector.