Extranet Business Goals

Agenda

Extranet Business Optimization What is your organizational strategy? Extranet Business Goals Reduce supply chain inefficiencies Interact with your loyal customer base Extend customer self service strategies Share business resources with partners Enable mobile capabilities Extend remote employee access

Extranet Stakeholder Goals What are the benefits for extranet stakeholders? Executive Leadership Business growth New strategic opportunities Legal requirement compliance Operational cost reductions Technical Managers Content management Search capabilities Infrastructure Security Extranet Stakeholder Goals Information Workers Knowledgebase availability Flexible customer support Familiar interface tools Dynamic application access

Business Extranets Connecting your business communities for success Cost Reduction Competitive Advantage Extranet Business Growth Internet Customers Partners Employees Intranet

Business Challenges Extranet Benefits Extranets Achieving your business goals Competitive Advantage Cost Reduction Business Growth Challenge Limited insights into partner initiatives Team Collaboration across locations and time zones Limited accessibility to partner resources Benefits Real-time sharing of business intelligence Anytime partner site collaboration strategies Segregate and protect sensitive shared business resources Challenge Inefficient partner\vendor workflow processes Support costs for customer service teams Attracting diverse remote mobile employee talent pool Benefits Enabled workflow processing for streamlined interactions Customer self-service opportunities Comprehensive access to shared resources and LOB applications Challenge Limited customer insights to future marketing initiatives Time to marketing latency 24/7 customer access to personalized offerings Benefits Trusted customer feedback on goods and services offerings Centralized content publishing access Mobile customer access to targeted services

Extranet Requirements Branding Email Integration Communities Mobile Access Performance Authentication Content Management Collaboration LOB Connectivity Security Search Business Intelligence New Service Applications Customer Experience Self Service Portals

Why SharePoint 2010? What are the value adds in extranet deployments?

Partner and Customer Collaboration Sharing information across business boundaries Partner team announcements Partner / Vendor discussion boards Shared business document storage Internal / External links to shared resources

Extranet Content Management Unified content deployment strategy Convenient Ribbon Interface Digital Asset Management and Approval Processes Rapid customer facing publishing Video streaming for enhanced customer experience

Shared Partner Insights Leveraging partner real time metrics for business growth Flexible graphic analysis Partner relationship workflow processes Detailed shared revenue partner KPIs

Enhanced Search Experience Finding the right resources and people - FAST Connecting partners and customers to resources and expertise Content navigators with exact counts Document thumbnails Document previews

LOB Application Connectivity Sharing information across business applications Connect partners and customers to information from multiple applications across your enterprise

Extranet Access Security Confidently control access and content Business Ready Security Integrate & extend security across the enterprise Help protect everywhere access anywhere Simplify the security experience and manage compliance

SharePoint Server 2010 for Internet Sites Product Details The ideal solution for small to medium-sized businesses to reach their customers on the internet with easy-to-use Web Content Management and compliance for single domains*. Features SharePoint Standard CAL Features Licensing Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for authenticated users) Search Single Domain License for Internet or Extranet Use A license is required for every server (WFE, SSA, Index) providing standard capabilities Step-up SKU to Enterprise is available to customers with active SA** Product Details The ideal solution for enterprise customers with multiple domains, across many geographies who want to provide high availability to their site visitors combined with a powerful search experience. Features SharePoint Standard CAL Features Licensing + Enterprise CAL Features Enterprise Content Management Web Publishing Out-of-the-box Workflows Social Networking (for authenticated users) Search InfoPath Services SharePoint Business Intelligence (Excel Services and PerformancePoint) Access Services Visio Services Rights for FAST Search for SharePoint (for use outside the firewall)*** Multiple Domain License for Internet or Extranet Use A license is required for every server (WFE, SSA, Index) providing enterprise capabilities Customers will require a completely new license of FIS Enterprise if a customer only purchased the license to FIS Standard Product Details FAST provides the platform for driving high-volume commerce and content experiences uniquely personalized to the individual. For highly tailored search solutions or highly personalized experiences for top tier websites, FAST Search for Internet Sites provides the industry leading solution. Features Visual Search (Document Thumbnails and Previews) Deep Refinement (Faceted Search) Meta-data Extraction People Search Federation Visual best bets Custom search experiences (per user/profile) Business Intelligence Indexing Connector Content Processing Pipeline Relevancy model and more.

Benefits Beyond the Extranet Engage partners customers and employees across one platform Internet Extranet Intranet

Guided Conversation Usage Scenarios User Bases Authentication User/Site Provisioning Content Security Architecture Search Driven Applications Implementation OOB out of the box and very common scenarios Configuration still OOB but may require higher level of understanding and/or administrator (IT) rights Customization typically requires IT involvement and/or custom code Keep in mind, it is all relative, these are just guidelines

Usage Scenarios How are my users going to use the Extranet? Scenario Benefit Implementation Basic Document Collaboration Simple and everyone needs it OOB Business Intelligence Provide insight to partners/customers Configuration/Customization Customer/Partner Self-service PO s, Inventory, Pricing Customization

Authentication How will my users authenticate? Authentication Benefit Implementation Active Directory Active Directory Federation Services Existing Expertise Simple Still AD Distribute User Mgt OOB Configuration LDAP/Custom/SQL Flexible Customization Need to also think about Claims Based Authentication

User Bases What types of users will use the Extranet? User Base Location of Users Implementation Employees Active Directory OOB Contractors Active Directory OOB Partners/Customers Partner Active Directory OOB New Internal AD Configuration - ADFS Partners/Customers Not Active Directory Customization ADFS/LDAP

User Provisioning How will external users get created? Type Benefit Implementation IT provision Simple and comfortable OOB Self Provision through Active Directory Front End Self Provision through Sharepoint Easy for Employees Easy for everyone Visibility Configuration Customization Need to also think about Who owns the user Password resetting User validation User expiration User auditing

Site Provisioning How will sites get created? Type Benefit Implementation IT provisioning Single and comfortable OOB Provision through workflow Controllable Configuration Self Provision through Sharepoint Easy for everyone Visibility Customization Need to also think about Who owns the site Who grants access Site expiration Site auditing NDA information Records Management and/or compliance

Content - Protecting How will content get protected? Type Benefit Implementation Site or item protection Easy to implement OOB Content Types More granular control Configuration Rights Management Highest Level Protection Customization Need to also think about What kind of content is not allowed Data Loss Prevention Forefront and partners

Content - Auditing How to log what users do? Type Benefit Implementation Web/Sharepoint Auditing Built in logging and reports OOB IMP Auditing/Custom Reports Built in and more granular Configuration Rights Management More restrictive and granular Customization Need to also think about Recovery of lost information Involve Records Mgt and/or compliance team

Content - Expiring How to get rid of content? Type Benefit Implementation Site expiration Simple and built in OOB Content Type/IMP More granular control Configuration Rights Management Expire even when not in Sharepoint Customization Need to also think about Records Management Compliance Deleting or Archiving

Content - Other NDA information Workflow to publish information Recovery of lost information Categorization and tagging Data Loss Prevention solutions Social and Communities

Edge Firewall Topology Internet Corporate Network Remote Employees/Partne rs/ Customers SharePoint Farm Employees

Back-to-Back Perimeter Topology Internet Perimeter Corporate Network Remote Employees/Partn ers/ Customers Employees Web Front Ends App Servers Infrastructure Servers

Split Back-to-Back Topology Internet Perimeter Corporate Network Remote Employees/Partn ers/ Customers Employees WFE App Infra App Infra

Creating a Search Driven Application Content Crawling: bring in data from lots of places Content processing: creating metadata OOB web parts configured for style Custom web parts for visual navigation Extend results with roll-up OOB connectors to SharePoint (reports, account documents), exchange public folders, shared files; BDC with customization in SPD (no code) for customer portfolio/holdings Names of holdings, offerings, key concepts, companies, people Synonyms for key concepts (real estate ~ REIT) Federation, People Search, Search actions Names of holdings, offerings, key concepts, companies, people Synonyms for key concepts (real estate ~ REIT) Uses Result Collapsing on customers, locations,

SAP Indexer Content Processor Crawler SQL Index Partition App

SAP User Search Center Query Processor Indexer Content Processor Crawler SQL Index Partition App

peter@envisionit.com

Internal Users Managed AD Users Managed SQL Users Federated Users

http://www.bgccan.com

Resources http://technet.microsoft.com/en-us/office/sharepointserver/bb736207.aspx - Extranet Resource Center for Sharepoint http://technet.microsoft.com/en-us/library/cc262400(office.12).aspx downloadable planning book http://technet.microsoft.com/en-us/library/hh204611.aspx - Best practices for Extranets http://technet.microsoft.com/en-us/library/cc263513(office.12).aspx farm topology http://msdn.microsoft.com/en-us/library/ff648351.aspx - authentication info http://www.microsoft.com/forefront/unified-access-gateway/en/us/default.aspx - UAG info http://technet.microsoft.com/en-us/magazine/2009.04.insidesharepoint.aspx- Good article on Sharepoint and RMS http://technet.microsoft.com/en-us/library/ee259515(ws.10).aspx Technet article on RMS and Sharepoint http://technet.microsoft.com/en-us/library/cc263199.aspx - Topology diagrams http://technet.microsoft.com/en-us/library/dd861393.aspx http://www.bgccan.com http://www.envisionit.com/pages/boys-and-girls-clubs-of-canada-and-envision-it.aspx

Questions 44