EPC Group SharePoint 2010 Enterprise Content Management - ECM Best Practices
Smart Campus Portal Peter Yeadon
1. The Web Portal Platform - Enabling the Smart Campus of the Future Peter Yeadon Business IT Strategies Email: peter.yeadon@tiscali.co.uk
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4. Vision: A unified Web Platform All users & every user need consolidated in one environment
5. Infrastructure and environment Year 1 Year 2 Year 3 People and identity Search and applications Projects Build and Maintain Infrastructure for current and next version SharePoint ROADMAP - simplified Improve DR and Backup Personalisation and identity management Document & Record Management Support Business Process Improvement Management Information Student & Staff Portals & Marketing website Collaboration & portal-to-go
6. Smart Campus Digital forms Video streaming Room allocation Classroom technology Smart cards Single sign-on Lecture broadcasts Social networks Search Onboarding Business planning data COTS System integration Learning services News service Personalisation Video streaming Personal timetables Student transactions Self-service Scanning Process improvement Business intelligence Automation Dashboards
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8. Business Process & BDC Integrate user profiles (Library, SRS, LOB apps) ILM Decommission DR farm Technical Governance MOPPS ? Lean Process Workflows Search fileshare, LOB systems Plan for v4 Staff Portal on MOSS 2007 – content & collaboration Alpha Student Portal on MOSS2007 - content Marketing Website - development and content MOSS Build 2 Marketing Website (courses) DPM for BU and DR Quest Recovery Mgr MOSS scaling-out; Performance, Security, Capacity MOSS Build 1 Single content repository Project Management (Project Server) My Sites for Staff SSO (Library, CMIS, HR) Personalisation - Profile Store Business Intelligence (reporting cubes) Search portals and Staffnet Workflow Pilot BI Ac Ex Student Portal on SPS2003 CU Portal migration Marketing Website on MOSS ICE iCoCo Phase 1 Infrastructure and environment Year 2 Year 3 Year 4 People and identity Search and applications Projects Phase 2 ? SP2 SP3 Data Protection Mgr Staff Portal prep BDSO Document and Records Management Test /Dev Environment Install SPS 2003 Farm Administration SharePoint ROADMAP - detailed Accessibility AKS SSO phase 1 My Site pilot Personalisation phase 1 BI pilot Federated Search (Yahoo..)
9. SharePoint infrastructure – Phase 1 Infrastructure After 6 mths (8 h/w components) Production Physical server farm SharePoint Server SPS2003 Windows SharePoint Services WSS v2 Development Test/Integration Backup Disaster Recovery Operations Applications and Functions After 24 mths (17 components) SCOM MOSS Farm – virtual front end and application servers SCOM, Quest Recovery Mgr, Data Protection Mgr Student Portal Student Portal Content Repository Marketing website Search Staff Portal Workflow/forms Collaborative sites FE FE AS DB DB DB FE FE AS AS DB DB DB DB VM VM
10. SharePoint Infrastructure – the Path Forward Infrastructure 24 months Production Physical SPS 2003 server farm PLUS Virtual MOSS2007 farm Development/ Test/Integration Backup Disaster Recovery Operations Applications and Functions Years 4-5 (64-bit architecture) SCOM, Quest Recovery Mgr, Data Protection Mgr Student Portal Content Repository Marketing website Search Staff Portal Workflow/forms Collaborative sites De-commission SPS 2003 server farm 30 months Virtual environment on physical blades AvePoint Replication DR Farm MOSS v4 Business Intelligence, Business Process Management, Project Server, Identity Lifecycle Manager, Identity Management, Performance Point Server CorasWorks FE FE AS DB DB FE FE AS AS DB DB DB DB FE FE DB DB DB
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12. Business Process & BDC Integrate user profiles (Library, SRS, LOB apps) ILM Decommission DR farm Technical Governance MOPPS ? Lean Process Workflows Search fileshare, LOB systems Plan for v4 Staff Portal on MOSS 2007 – content & collaboration Alpha Student Portal on MOSS2007 - content Marketing Website - development and content MOSS Build 2 Marketing Website (courses) DPM for BU and DR Quest Recovery Mgr MOSS scaling-out; Performance, Security, Capacity MOSS Build 1 Single content repository Project Management (Project Server) My Sites for Staff SSO (Library, CMIS, HR) Personalisation - Profile Store Business Intelligence (reporting cubes) Search portals and Staffnet Workflow Pilot BI Ac Ex Student Portal on SPS2003 CU Portal migration Marketing Website on MOSS ICE iCoCo Phase 1 Infrastructure and environment Year 2 Year 3 Years 4 People and identity Search and applications Projects Phase 2 ? SP2 SP3 Data Protection Mgr Staff Portal prep BDSO Document and Records Management Test /Dev Environment Install SPS 2003 Farm Administration SharePoint ROADMAP - detailed Accessibility AKS SSO phase 1 My Site pilot Personalisation phase 1 BI pilot Federated Search (Yahoo..)
16. Business Process & BDC Integrate user profiles (Library, SRS, LOB apps) ILM Decommission DR farm Technical Governance MOPPS ? Lean Process Workflows Search fileshare, LOB systems Plan for v4 Staff Portal on MOSS 2007 – content & collaboration Alpha Student Portal on MOSS2007 - content Marketing Website - development and content MOSS Build 2 Marketing Website (courses) DPM for BU and DR Quest Recovery Mgr MOSS scaling-out; Performance, Security, Capacity MOSS Build 1 Single content repository Project Management (Project Server) My Sites for Staff SSO (Library, CMIS, HR) Personalisation - Profile Store Business Intelligence (reporting cubes) Search portals and Staffnet BI Ac Ex Student Portal on SPS2003 CU Portal migration Marketing Website on MOSS ICE iCoCo Phase 1 Infrastructure and environment Year 2 Year 3 Year 4 People and identity Search and applications Projects Phase 2 ? SP2 SP3 Data Protection Mgr Staff Portal prep BDSO Document and Records Management Test /Dev Environment Install SPS 2003 Farm Administration PORTAL ROADMAP - detailed Accessibility AKS SSO phase 1 My Site pilot Personalisation phase 1 BI pilot Federated Search (Yahoo..) Workflow Pilot
20. People Search (1) View by relevance or social distance Refine results using various properties Search people outside the organization Personalized Search Advanced Customizable People Search Options Information Privacy Controlled
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22. Business Process & BDC Integrate user profiles (Library, SRS, LOB apps) ILM Decommission DR farm Technical Governance MOPPS ? Lean Process Workflows Search fileshare, LOB systems Plan for v4 Staff Portal on MOSS 2007 – content & collaboration Alpha Student Portal on MOSS2007 - content Marketing Website - development and content MOSS Build 2 Marketing Website (courses) DPM for BU and DR Quest Recovery Mgr MOSS scaling-out; Performance, Security, Capacity MOSS Build 1 Single content repository Project Management (Project Server) My Sites for Staff SSO (Library, CMIS, HR) Personalisation - Profile Store Business Intelligence (reporting cubes) Search portals and Staffnet Workflow Pilot BI Ac Ex Student Portal on SPS2003 Migration Marketing Website on MOSS ICE iCoCo Phase 1 Infrastructure and environment Year 2 Year 3 Year 4 People and identity Search and applications Projects Phase 2 SP2 SP3 Data Protection Mgr Staff Portal prep BDSO Document and Records Management Test /Dev Environment Install SPS 2003 Farm Administration SharePoint ROADMAP - detailed Accessibility AKS SSO phase 1 My Site pilot Personalisation phase 1 BI pilot Federated Search (Yahoo..)
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24. STAFF PORTAL - Collaboration SharePoint Roadmap & Smart Campus Peter Yeadon, CPDU; Monday 19 th Jan 2009
33. Enabling the Smart Campus of the Future QUESTIONS? Peter Yeadon Business IT Strategies Email: peter.yeadon@tiscali.co.uk
Editor's Notes
The University was developing a vision for a "Smart Campus". This vision separates out infrastructural requirements and focuses on these in order to determine what the organisation of the future will need to do just to keep pace with the rate of change: change in our students' expectation of us, change in technology, changes in the way we teach and learn. Our systems and processes will have to adapt to these changes if they are not to block progress and impede our goals. Replace queuing with e-connections.
We wanted SharePoint to do EVERYTHING. Left is about all our audiences. Bottom right about types of people we have. Top right (left half) is about data while right half is about people using that data (information) via the web platform. The arrow shows all the things we set out to do.
4 horizontal slices – timeline in years DR is about speed of recovery, not just backup – how quickly does your portal need to be back up if it’s central to all your processes
“ Smart Campus” – marketing term but what does it mean – lots of things, different for different people Portal central to most if not all
LHS – to look at growth A sharepoint site can be small - figures for the number of sites are not as good as they look! RHS shows that whatever you set out to do you will end up doing more!
Info Architecture becomes very important. MOSS2007 restricts content to one SSP (Shared Service Provider) so any objective to use a single content repository across your entire web platform required a hand-built solution for content replication. You must know all your sources and all your destination points.
Profile information can be loaded directly or via a range of other data stores (see next) All parts of site can be separately audienced (self, everyone, team, other groups)
User info from ALL your systems – MS shop => Exchange, Active Directory but also several non-MS systems AD is just another source – main central store should be the UPS
Live@edu helps identity management but can get in the way of existing projects, eg the portal programme If you go for live@edu go for the full version of ILM, not the version with comes live@edu by default
Lean processes => should provide input to your portal programme
NB SEARCH !!!!!! Need permission from content owners before you go off and expose their documents to Search
Faceted Search is a technique for accessing a collection of information represented using a faceted classification , allowing users to explore by filtering available information. Faceted Search is also called faceted navigation or faceted browsing , is a technique for accessing a collection of information represented using a faceted classification , allowing users to explore by filtering available information. Faceted Classification is a system which allows the assignment of multiple classifications to an object, enabling the classifications to be ordered in multiple ways, rather than in a single, pre-determined, taxonomic order. Each facet typically corresponds to the possible values of a property common to a set of digital objects
Searching on people
Federated search so your search engine makes use of other search engines
Top 3 slices – portal project people will love: but need real projects to drive forward
Collaborative sites, eg Engineering & Computing – used to the idea, had equivalent systems for some time, happy for everyone to see everything Art & Design – particularly their own technical staff eg use for
Can YOU get your users to simplify their processes?
2005 – separate pages run by separate servers running in cupboards around campus. External website used for internal audiences, service interrupts, all our problems out there for all to see. 2009 – several portals for different audiences. Using new technologies when they help, not just because they’re there. 2012 – many US HEs have effective identity management systems, in the UK not so much.
Fundamental if you want your portal to support your business as it moves forward