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Rich vs. Reach: Understanding Your SharePoint Mobility Options
                           July 25, 2012
rightpoint At-A-Glance
Mobile + SharePoint

       Session Objectives


            •   Apply the Rich / Reach spectrum to your mobile
                initiatives

            •   Understand the approaches for taking SharePoint
                mobile

            •   Identify the platforms for apps and how to integrate
                these platforms with SharePoint
Mobile + SharePoint

       Mobile + SharePoint Timeline

                                    June, 2007   February, 2008                                  February, 2011
                                                                          November, 2010
                                    Original     Apple opens                                     Apple App Store
                                                                      Windows Phone
                                    iPhone       App Store,                                      passes 10 billion
                                                                           Released
                                    Available    App SDK              •    SharePoint/Office
                                                                                                 app downloads,
       Mobile Events                                                                   Hub       HTML5 Working
                 November, 2006                  SharePoint                                      Draft published
                                                 2007 in 3        June, 2009                     by W3C
                                                 Gartner
                 Released                        Magic
                 •     /m Mobile Sites
                 •     Mobile Views
                                                 Quadrants
                                                 •   Search
                                                 •   Portals      Released
                                                 •   Enterprise   •   V4 UI, Fluent Ribbon
                                                     Content      •   jQuery Support
                                                     Management   •   Client Side Object Model
       SharePoint Events
Mobile + SharePoint

       Mobile + SharePoint Strategy
Mobile + SharePoint

       The Rich / Reach Spectrum



                                Reach                                            Rich
                                Broadest                                       Focused
                                Audience                                      Experience

                                The Goal                                         The Goal
                 Your app or site reaches the broadest            Your app or site provides an immersive
                   audience of users, regardless of             experience that takes full advantage of the
                   device, platform, or form factor                  capabilities of the user’s device

                     Benefit: Lower total cost of                 Benefit: Enables a full range of usage
             maintenance, flexible to support new devices /        scenarios, can deliver a better UX
                               platforms
                                                              Downside: Requires decisions about devices to
               Downside: Lowest common denominator             build for and support, potentially results in
                 approach, Higher testing cycle time           multiple codebases if multiple platforms are
                                                                                required
Mobile + SharePoint

        Mobile+SharePoint Choices

   Reach                                                                        Rich
   Broadest                                                                    Focused
   Audience                                                                   Experience

                 Extend to   Build Sites for   Third Party   Build Apps for
                  Mobile         Mobile        App Options       Mobile
Mobile + SharePoint

        Architecture Option #1: Extend to Mobile
   Reach                                                                                                                Rich
   Broadest                                                                                                            Focused
   Audience                                                                                                           Experience


              Goal                         Tactics and Tools
              Make existing SharePoint     Conditional CSS with User Agent detection or @Media CSS3 class targeting
              Websites more mobile-        in Custom Master Page
              friendly                     jQuery Mobile and ASP.NET Mobile Framework
              Strategy
              Either make existing pages   Limitations
              mobile-friendly or create    Application pages must align with full-browser pages and only show an
              pages in your sites to       alternate rendering
              enhance the experience       SharePoint’s default pages are very command-dense and information-
                                           dense, so presenting a compelling and complete mobile UX is difficult
Mobile + SharePoint
Rightpoint SharePoint ™ Mobile UI Framework
Mobile + SharePoint
New Balance iNB Mobile: HTML5 publishing site with
conditional CSS and mobile user agent detection
Mobile + SharePoint
General Mills Brands-On-The-Go: Tablet-Friendly SharePoint Mobile Web UI
through Custom Master Page loading CSS based on User Agent




       ERP
Mobile + SharePoint

       Architecture Option #1: Extend to Mobile – How To Do It
       Technique #1: Mobile-Friendly Custom Master Page
       1. Ensure that non-mobile pages are shown for mobile devices:
             • Add following code to web.config (i.e. via a feature)
                  <browserCaps>
                    <result
                  type="System.Web.Mobile.MobileCapabilities, System.Web.Mobile, Version=2.0.0.0
                  , Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a"/>
                    <filter>isMobileDevice=false</filter>
                  </browserCaps>

                  or edit ASP.NET *.browser files on web servers

       2. Start with Starter Master Pages for SharePoint:
          http://startermasterpages.codeplex.com/

       3. Target specific styles to mobile browsers by either:
              • Use CSS3 @media queries in supplemental CSS to target browser experience based on
                  viewport, etc., see http://caniuse.com/#feat=css-mediaqueries for specific mobile browser support, or
              • Load CSS conditionally based on user agent
Mobile + SharePoint

       Architecture Option #1: Extend to Mobile – How To Do It
       Technique #2: Add alternate pages with jQuery Mobile functionality
       1. Check out jQuery Mobile: http://jquerymobile.com

       2. Check out ASP.NET Mobile Framework: http://amf.codeplex.com

       3. Use ASP.NET Mobile Framework, and SharePoint server API to create custom web parts to render content
          from sites, lists/libraries, and list items.

       4. The functionality behind the screenshots from the previous slide are used as a basis for Rightpoint to make
          future specific customizations on a web part / page as needed.

       5. This is a good approach if you can redirect a mobile user on a site to specific mobile pages that give you more
          control than the SharePoint OOTB mobile experience.
Mobile + SharePoint

        Architecture Option #2: Build Sites for Mobile
   Reach                                                                                                                Rich
   Broadest                                                                                                            Focused
   Audience                                                                                                           Experience


              Goal                                   Tactics and Tools
              Create ASP.NET (MVC) Mobile            ASP.NET MVC or WebForms
              Website UI, leverage existing          SharePoint Client Object Model (CSOM)
              functionality and data using CSOM      jQuery Mobile or other mobile JS frameworks
              and façade services
              Strategy                               Limitations
              Build a new site and leverage          Different devices need to be tested
              services/data from existing site.      Security groups may need to be involved to ratify architecture
              Makes sense when existing pages
              don’t align to the needs of a mobile
              experience and you still need to
              support a variety of mobile devices
Mobile + SharePoint
Architecture Option #2 Topology




                                  Mobile Website
                                                     Internal
                                                    SharePoint
                                                   Environment
Mobile + SharePoint
Jones Lang LaSalle - OneView Projects
Mobile + SharePoint

       Architecture Option #2: Build Sites for Mobile – How To Do It
       Best Practices / Tips: Flow Authentication Credentials through to SharePoint
       1. User authentication should be done via forms authentication, and subsequent service invocations to
          SharePoint should use those credentials
             1. Based on your SharePoint implementation, consider SSO and SAML options to minimize having to re-
                 authenticate with each service request
             2. Obviously, the ASP.NET website should be only hosted in HTTPS/SSL
             3. Or, if you are heavily using the CSOM, consider configuring the site and SharePoint for Kerberos and
                 the ClientContext should flow the credentials from the client browser through to the service
                 invocation. This is a bit tricky to set up, so budget for some time.

       2. If you are not familiar, become familiar with the Client Side Object Model: http://msdn.microsoft.com/en-
          us/library/ff798388.aspx

       3. If CSOM isn’t meeting your needs, consider developing a service and deploying on SharePoint as a feature, and
          invoking that service.
Mobile + SharePoint

        Architecture Option #3: Buy Apps/Sites for Mobile
   Reach                                                                                                                         Rich
   Broadest                                                                                                                     Focused
   Audience                                                                                                                    Experience


              Goal                                        Tactics and Tools
              Provide functionality to mobile users       Harmon.ie, Colligo, SharePlus, MobileEntree
              that is met by existing third party
              products, i.e. harmon.ie. This
              functionality typically aligns with a       Limitations
              subset of SharePoint OOTB                   Some product assume that your SharePoint environment is
              functionality for traversing and            already exposed to the internet. That may not be the case. In all
              working with sites, lists, and libraries.   cases, check carefully to ensure that the product’s features match
                                                          your needs.
              Strategy
              Determine your needed capabilities
              and cross-reference with existing
              apps.
Mobile + SharePoint

       Architecture Option #3: Buy Apps/Sites for Mobile

                                         •   Product features typically align
                                             with document
                                             library, workflow, and search
                                             capabilities

                                         •   Different apps are supported on
                                             different devices, but typically
                                             most new devices are
                                             supported, with a focus on iOS
                                             devices.

                                         •   e.g. A search for SharePoint in the
                                             Apple App Store yields 97 results
Mobile + SharePoint

        Architecture Option #4: Build Apps for Mobile
   Reach                                                                                                              Rich
   Broadest                                                                                                          Focused
   Audience                                                                                                         Experience


              Goal                               Tactics and Tools
              Create an app; an app is focused   PhoneGap (http://phonegap.com)
              on a specific set of tasks that    MonoTouch, Mono for Android (C#/Mono for iOS or Android –
              take advantage of the device       http://xamarin.com/monotouch or
                                                 http://xamarin.com/monoforandroid)
              Strategy                           iOS: xCode, Apple Developer/Enterprise License
              Target the device: iOS
                                                 Windows Phone: Visual Studio/MSDN
              (iPad/iPhone), Windows
              Phone/Windows 8, Android, etc.     Limitations
              Determine your app development     PhoneGap doesn’t provide a full set of app capabilities, and
              stack based on your platform       developing native ties you to a platform; know your features and
                                                 choose carefully
Mobile + SharePoint
Architecture Option #4 Topology




                              Mobile Website – WCF services, etc.
                                                                      Internal
                                                                     SharePoint
                                                                    Environment
Mobile + SharePoint
Groundwork – Property Appraisals iPhone App
Mobile + SharePoint

       Architecture Option #3: Build Apps for Mobile – How To Do It
       Best Practices / Tips:
       1. A portal website and an app are not the same thing. Build your apps for specific purposes:
             1. Employee Directory
             2. Insight/Action into a specific workflow (Approve/Reject from mobile device, potentially using Camera
                 or GPS)
             3. Mobile-ready BI dashboard (i.e. to replace emailed reports, etc.)
             4. Specific mobile rendering of main page content

              Note: Each of these would be a separate app. Avoid putting too many features into an app

       2. Plan upfront for scenarios in which the app should be updated

       3. If the device is not maintained by your organization’s IT, strongly consider avoiding the storage of any company
          data on the device, and always authenticate the user upon app startup

       4. Consider a hybrid option of wrapping a mobile-friendly site in an app. For instance, the News Feed and many
          other screens of the Facebook iOS app are really just showing web pages on a browser window inside the app.
          For iOS apps, check out the UIWebView class.
Mobile + SharePoint

       Apps / Sites Decision Tree

                 Assuming a buy              App         •   Offline
                vs. build decision
                                           Specific      •   Camera
                  was made, and
                                           Features      •   GPS
                         build was
                                                         •   Unique UX
                         chosen…              ?
                                     Yes


                Select App                       No
                Platform /                                                 Extend Site
                  Device                              Can work       Yes
                                                          in
                                                       existing
                                                         UI?         No
                 Build App                                                 Build Site
Mobile + SharePoint

       Key Takeaways



            •   Use the Rich / Reach Spectrum and the 4 target
                topologies as a tool to elicit requirements to determine
                target architecture

            •   Use the Apps / Sites Decision Tree to determine the
                best fit option
thank you

                    mswigert@rightpoint.com
                    jwillinger@rightpoint.com
Internal use only                               Jeff Willinger 312.622.2300

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SharePoint and Mobile

  • 1. Rich vs. Reach: Understanding Your SharePoint Mobility Options July 25, 2012
  • 3. Mobile + SharePoint Session Objectives • Apply the Rich / Reach spectrum to your mobile initiatives • Understand the approaches for taking SharePoint mobile • Identify the platforms for apps and how to integrate these platforms with SharePoint
  • 4. Mobile + SharePoint Mobile + SharePoint Timeline June, 2007 February, 2008 February, 2011 November, 2010 Original Apple opens Apple App Store Windows Phone iPhone App Store, passes 10 billion Released Available App SDK • SharePoint/Office app downloads, Mobile Events Hub HTML5 Working November, 2006 SharePoint Draft published 2007 in 3 June, 2009 by W3C Gartner Released Magic • /m Mobile Sites • Mobile Views Quadrants • Search • Portals Released • Enterprise • V4 UI, Fluent Ribbon Content • jQuery Support Management • Client Side Object Model SharePoint Events
  • 5. Mobile + SharePoint Mobile + SharePoint Strategy
  • 6. Mobile + SharePoint The Rich / Reach Spectrum Reach Rich Broadest Focused Audience Experience The Goal The Goal Your app or site reaches the broadest Your app or site provides an immersive audience of users, regardless of experience that takes full advantage of the device, platform, or form factor capabilities of the user’s device Benefit: Lower total cost of Benefit: Enables a full range of usage maintenance, flexible to support new devices / scenarios, can deliver a better UX platforms Downside: Requires decisions about devices to Downside: Lowest common denominator build for and support, potentially results in approach, Higher testing cycle time multiple codebases if multiple platforms are required
  • 7. Mobile + SharePoint Mobile+SharePoint Choices Reach Rich Broadest Focused Audience Experience Extend to Build Sites for Third Party Build Apps for Mobile Mobile App Options Mobile
  • 8. Mobile + SharePoint Architecture Option #1: Extend to Mobile Reach Rich Broadest Focused Audience Experience Goal Tactics and Tools Make existing SharePoint Conditional CSS with User Agent detection or @Media CSS3 class targeting Websites more mobile- in Custom Master Page friendly jQuery Mobile and ASP.NET Mobile Framework Strategy Either make existing pages Limitations mobile-friendly or create Application pages must align with full-browser pages and only show an pages in your sites to alternate rendering enhance the experience SharePoint’s default pages are very command-dense and information- dense, so presenting a compelling and complete mobile UX is difficult
  • 9. Mobile + SharePoint Rightpoint SharePoint ™ Mobile UI Framework
  • 10. Mobile + SharePoint New Balance iNB Mobile: HTML5 publishing site with conditional CSS and mobile user agent detection
  • 11. Mobile + SharePoint General Mills Brands-On-The-Go: Tablet-Friendly SharePoint Mobile Web UI through Custom Master Page loading CSS based on User Agent ERP
  • 12. Mobile + SharePoint Architecture Option #1: Extend to Mobile – How To Do It Technique #1: Mobile-Friendly Custom Master Page 1. Ensure that non-mobile pages are shown for mobile devices: • Add following code to web.config (i.e. via a feature) <browserCaps> <result type="System.Web.Mobile.MobileCapabilities, System.Web.Mobile, Version=2.0.0.0 , Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a"/> <filter>isMobileDevice=false</filter> </browserCaps> or edit ASP.NET *.browser files on web servers 2. Start with Starter Master Pages for SharePoint: http://startermasterpages.codeplex.com/ 3. Target specific styles to mobile browsers by either: • Use CSS3 @media queries in supplemental CSS to target browser experience based on viewport, etc., see http://caniuse.com/#feat=css-mediaqueries for specific mobile browser support, or • Load CSS conditionally based on user agent
  • 13. Mobile + SharePoint Architecture Option #1: Extend to Mobile – How To Do It Technique #2: Add alternate pages with jQuery Mobile functionality 1. Check out jQuery Mobile: http://jquerymobile.com 2. Check out ASP.NET Mobile Framework: http://amf.codeplex.com 3. Use ASP.NET Mobile Framework, and SharePoint server API to create custom web parts to render content from sites, lists/libraries, and list items. 4. The functionality behind the screenshots from the previous slide are used as a basis for Rightpoint to make future specific customizations on a web part / page as needed. 5. This is a good approach if you can redirect a mobile user on a site to specific mobile pages that give you more control than the SharePoint OOTB mobile experience.
  • 14. Mobile + SharePoint Architecture Option #2: Build Sites for Mobile Reach Rich Broadest Focused Audience Experience Goal Tactics and Tools Create ASP.NET (MVC) Mobile ASP.NET MVC or WebForms Website UI, leverage existing SharePoint Client Object Model (CSOM) functionality and data using CSOM jQuery Mobile or other mobile JS frameworks and façade services Strategy Limitations Build a new site and leverage Different devices need to be tested services/data from existing site. Security groups may need to be involved to ratify architecture Makes sense when existing pages don’t align to the needs of a mobile experience and you still need to support a variety of mobile devices
  • 15. Mobile + SharePoint Architecture Option #2 Topology Mobile Website Internal SharePoint Environment
  • 16. Mobile + SharePoint Jones Lang LaSalle - OneView Projects
  • 17. Mobile + SharePoint Architecture Option #2: Build Sites for Mobile – How To Do It Best Practices / Tips: Flow Authentication Credentials through to SharePoint 1. User authentication should be done via forms authentication, and subsequent service invocations to SharePoint should use those credentials 1. Based on your SharePoint implementation, consider SSO and SAML options to minimize having to re- authenticate with each service request 2. Obviously, the ASP.NET website should be only hosted in HTTPS/SSL 3. Or, if you are heavily using the CSOM, consider configuring the site and SharePoint for Kerberos and the ClientContext should flow the credentials from the client browser through to the service invocation. This is a bit tricky to set up, so budget for some time. 2. If you are not familiar, become familiar with the Client Side Object Model: http://msdn.microsoft.com/en- us/library/ff798388.aspx 3. If CSOM isn’t meeting your needs, consider developing a service and deploying on SharePoint as a feature, and invoking that service.
  • 18. Mobile + SharePoint Architecture Option #3: Buy Apps/Sites for Mobile Reach Rich Broadest Focused Audience Experience Goal Tactics and Tools Provide functionality to mobile users Harmon.ie, Colligo, SharePlus, MobileEntree that is met by existing third party products, i.e. harmon.ie. This functionality typically aligns with a Limitations subset of SharePoint OOTB Some product assume that your SharePoint environment is functionality for traversing and already exposed to the internet. That may not be the case. In all working with sites, lists, and libraries. cases, check carefully to ensure that the product’s features match your needs. Strategy Determine your needed capabilities and cross-reference with existing apps.
  • 19. Mobile + SharePoint Architecture Option #3: Buy Apps/Sites for Mobile • Product features typically align with document library, workflow, and search capabilities • Different apps are supported on different devices, but typically most new devices are supported, with a focus on iOS devices. • e.g. A search for SharePoint in the Apple App Store yields 97 results
  • 20. Mobile + SharePoint Architecture Option #4: Build Apps for Mobile Reach Rich Broadest Focused Audience Experience Goal Tactics and Tools Create an app; an app is focused PhoneGap (http://phonegap.com) on a specific set of tasks that MonoTouch, Mono for Android (C#/Mono for iOS or Android – take advantage of the device http://xamarin.com/monotouch or http://xamarin.com/monoforandroid) Strategy iOS: xCode, Apple Developer/Enterprise License Target the device: iOS Windows Phone: Visual Studio/MSDN (iPad/iPhone), Windows Phone/Windows 8, Android, etc. Limitations Determine your app development PhoneGap doesn’t provide a full set of app capabilities, and stack based on your platform developing native ties you to a platform; know your features and choose carefully
  • 21. Mobile + SharePoint Architecture Option #4 Topology Mobile Website – WCF services, etc. Internal SharePoint Environment
  • 22. Mobile + SharePoint Groundwork – Property Appraisals iPhone App
  • 23. Mobile + SharePoint Architecture Option #3: Build Apps for Mobile – How To Do It Best Practices / Tips: 1. A portal website and an app are not the same thing. Build your apps for specific purposes: 1. Employee Directory 2. Insight/Action into a specific workflow (Approve/Reject from mobile device, potentially using Camera or GPS) 3. Mobile-ready BI dashboard (i.e. to replace emailed reports, etc.) 4. Specific mobile rendering of main page content Note: Each of these would be a separate app. Avoid putting too many features into an app 2. Plan upfront for scenarios in which the app should be updated 3. If the device is not maintained by your organization’s IT, strongly consider avoiding the storage of any company data on the device, and always authenticate the user upon app startup 4. Consider a hybrid option of wrapping a mobile-friendly site in an app. For instance, the News Feed and many other screens of the Facebook iOS app are really just showing web pages on a browser window inside the app. For iOS apps, check out the UIWebView class.
  • 24. Mobile + SharePoint Apps / Sites Decision Tree Assuming a buy App • Offline vs. build decision Specific • Camera was made, and Features • GPS build was • Unique UX chosen… ? Yes Select App No Platform / Extend Site Device Can work Yes in existing UI? No Build App Build Site
  • 25. Mobile + SharePoint Key Takeaways • Use the Rich / Reach Spectrum and the 4 target topologies as a tool to elicit requirements to determine target architecture • Use the Apps / Sites Decision Tree to determine the best fit option
  • 26. thank you mswigert@rightpoint.com jwillinger@rightpoint.com Internal use only Jeff Willinger 312.622.2300