December 201

1. The SharePoint Extranet Story
Key Considerations and Case Studies
December 14, 2011
Audio Information:
Call-in Number: 1 (877) 273-4202
Int'l Toll Access#: 1 (213) 289-0155
Conference Room Number: 7207908

2. Insights
House Keeping Items
• Experiencing Issues?
– Change color of your seat to RED
• Questions for Speakers?
– Submit questions during webinar
• Twitter Discussion
– #kmasp
• Feedback
– Webinar Feedback
– Next Steps/Moving Forward
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

3. Insights
About KMA
• Founded in 1995, focused on New England
• 22 employees, technical DNA
• Industries: Professional Services, Life Sciences
& Financial Services
• Technologies:
• SharePoint, SQL Server, Office, and Visual
Studio.NET
• Specialties:
• Collaboration: Portals, Websites, Communities
and Content Management
• Insight: Enterprise Search and Business
Intelligence
• Productivity: Forms, Workflow, Office Client
Customization
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

4. Insights
About the Speakers – Mike Gilronan
• Partner at KMA
• Over 5 years at KMA, over 12 years in Microsoft
partner community
• Over 20 years of experience in IT and Professional
Services
– Public accounting & Controllership
– Professional Services Leadership
– Client Relationship Management
– Business Development
• Focused on Business Decision Maker point of view
• “Recovering” CPA, PMP, all-around process geek
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

5. Insights
About the Speakers – Derek Cash-Peterson
• KMA SharePoint Practice Lead
• Working with Microsoft Web Content
Management technologies since 2000
• 12 years consulting
• Experience working in Primary Education, Higher
Education, Professional Services, and Technology
• Focused on User Centric Design, Information
Architecture, and Branding
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

6. KMA SharePoint Extranets
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

7. Insights
Extranet Audiences
• Partners • Legal
• Customers • Marketing
• Vendors • R&D
• Regulators • (Project) Operations
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

8. Insights
KMA’s Extranet Offering
• Consulting services
focused around:
– Information
Architecture
– Branding and Design
– Technology
• Infrastructure
Engineering
• Custom
Development
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

9. 4 Key Considerations
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

10. Insights
4 Key Considerations
• Branding
• Authentication
• Architecture
• Deployment Options
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

11. Insights
4 Key Considerations
• Branding
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

12. Insights
Branding: This?
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

13. Insights
Or This?

14. Insights
Case Study – Branding
• Challenge: Replace home-
grown tools for customer and
partner portals
• Solution: SharePoint extranets
that:
– Surface content through
Salesforce.com
– Are highly branded
• Business benefits:
– Reduced cost to maintain
single unified platform
– Customer loyalty
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

15. Insights
4 Key Considerations
• Branding
• Authentication
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

16. Insights
Authentication
• Windows
Authentication
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

17. Insights
Authentication
• Windows
Authentication
• Claims Based
Authentication
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

18. Insights
Case Study – Authentication
• Challenge: Allow secure
engineering team collaboration
with external partners
• Solution: SharePoint extranets
featuring:
– Authentication through
Salesforce.com
– Custom event handlers to
ensure ITAR tagging for
security
• Business benefits:
– Shortened product
development lifecycles
– Greater control over content TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

19. Insights
4 Key Considerations
• Branding
• Authentication
• Architecture
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

20. Insights
Architecture
• Publishing vs
Collaboration
• Hybrid
• What about social?
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

21. Insights
Case Study – Extranets for Collaboration
User Requests Internet Usage
• Challenge: Securely share information with
stakeholders on large-scale construction Web Front End Servers (WFE)
Serve as Web Front Ends
management projects Network Load Balancer may also provide Query functionality
depending on # of users, corpus of data (on
Day 1)
• Solution: SharePoint extranets with:
– New logical architecture (content
databases broken out) WFE
2x dual core
WFE
Scaleable
External WFE for security isolation of external users
/fault tolerance
– Line-of-business data (e.g. submittals)
64-bit
8 GB RAM
Local Storage (ca 160GB)
Win 2008R2
selectively and securely provided to IIS (v.7)
.NET (v.3.5)
PMs, subcontractors, owners, and Index/Query Servers (I/Q)
Serve purpose of offloading indexing
architects And query activities from WFE
Need for one or more driven by
detailed search requirements,
•
external data sources to be indexed
Business Benefits: External data stores
to be searched
Index
2X dual core
Query Servers (2...n) for scalability, performance, failover
– Single system of record
(e.g., file shares, 64-bit
Web sites, 8 GB RAM
LOB applications, etc.) Local Storage (ca. 80-160GB)
TBD Win 2008 R2
– Templated “walled gardens” for each IIS (v.7
.NET (v.3.5)
project Microsoft SQL Server Database Servers (MSSQL DB)
Run the databases that store SharePoint data.
– Tracking who touched what, when Single vs clustered MSSQL DB is dependent on:
corpus of data,
tolerance for downtime,
and desired performance.
– Ease of archiving MSSQL DB
2x quad core
MSSQL DB
(2...n) for scalability, performance, failover
64-bit
8 GB RAM
SAN – RAID 5/10 Storage 3TB/TBD
Win 2008 R2
IIS (v.7)
.NET (v.3.5)
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

22. Insights
Case Study – Extranets for Publishing
• Challenge: Publish information
selectively to partners in different
channels.
• Solution: SharePoint extranets with:
– Custom authentication provider
– Hierarchical relationships among
external users
• Business Benefits:
– Increased customer service levels
from consistent messaging and
easily found content based on role
– Increased efficiency with “create
once, publish many” workflows
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

23. Insights
4 Key Considerations
• Branding
• Authentication
• Architecture
• Deployment Options
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

24. Insights
Deployment
• On-Premises
• Office 365
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

25. Insights Extranets On-Premises vs In the Cloud – Some
Considerations
On-Premises Hosted
Custom authentication Opex vs Capex
Custom publishing Ease/speed of provisioning
workflows
Highly managed Development via mid-tier
customization tools
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

26. Insights
Case Study – Extranets “in the Cloud”
• Challenge: Eliminate e-mail
correspondence, better manage content
shared with vendor community
• Solution: SharePoint On-line extranets
with:
– Home page with centralized content
everyone sees
– Individual “walled gardens” for
vendor-specific content
• Business Benefits:
– “Create once, publish many”
capability
– Quickest time to value, least CapEx
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

27. Insights
4 Key Considerations
• Branding
• Authentication
• Architecture
• Deployment Options
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

28. Questions & Answers
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

29. Insights
In Closing…
• Resources
– Extranet Topologies Guidance from Microsoft:
http://bit.ly/kma12-14-11a
– Microsoft Best Practices Guide for Extranets:
http://bit.ly/kma12-14-11b
– SharePoint On-Line (Office 365) Service Description:
http://bit.ly/kma12-14-11c
• KMA’s Offering
• Next Steps – Continuing the Conversation
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

30. Insights
How to Sustain the Conversation
Name E-mail Twitter Blog
Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil-blog.kma-llc.net/
Derek Cash-Peterson dcash-peterson@kma- @dcpkma http://blogs.kma-llc.net/goodpoint/
llc.net
KMA @KMALLC http://www.kma-llc.net
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .

31. Thank You
TWITTER #KMASP
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved .