1. Allyis
Capabilities
and
Case Studies
SharePoint Palooza 2010

2. Agenda
About Allyis:
Capabilities
Engagement Models
Project Examples
Case Studies:
External User Account Management
Large File Storage
Business Connectivity Services

3. About Allyis
 Technology, Consulting, Development + Site Management
 Founded 1996 | 190 Employees | Privately Held
 Fastest Growing Company (PSBJ) | 5 Years Running
 Washington Best Workplace (PSBJ, WA CEO, WA Business)
 Microsoft Gold Certified Partner
– Custom Development Solutions | Web Development Specialization
– Information Worker Solutions | Portals + Collaboration Specialization
– Data Management Solutions| Business Intelligence
 Key Clients:
– Microsoft, Expedia, State of Washington, Amazon, WTIA, WellPoint,
Disney Interactive

4. Capabilities
Depth of Expertise Spanning Multiple Discipline Areas
On-LineCommunities
•SharePoint
•Digital Marketing and
Communication
•Social Media Strategy
and Execution
•User Experience and
Surveys
•Web Analytics
•Dashboards
•Scorecards
•Reporting & Analysis
ContentManagement
•Content Strategy
•Content Development
•Content Analytics +
Optimization
•Content Audits
•Content Migrations
•Publishing
Management
•Information
Architecture +
Taxonomy
•User Generated
Content
ProjectManagement
•Project Management
•Program Management
•Business Analysis
•Requirements
Definition +
Documentation
•Change Management
WebApplications
•Custom .NET
Development
•SharePoint
•Windows Live
Services
•Silverlight
•Social networking
•Web content
management systems
(CMS)
•Database
development
•HTML, XHTML, J-
Query, Javascript, CSS,
XML, XSL, Ajax

5. Flexible Engagement Models
Project Managers
+ Consultants
• 1 Individual
• Mid-Long Term Engagements
Managed
Teams
• Teams of 2+
• Long Term Engagements
• Service Level Agreements
Projects +
Consulting
• Discreet Timelines
• Explicit Deliverables
Project
Manager
Content Management
+ Publishing Team
SharePoint 2010
Migration Strategy
Examples

6. Project Examples
 Demonstrates the capabilities of our team

7. Microsoft OEM Partner Center
On-Line Community: Digital Marketing, Content Management and Web
Development
Our Role:
• Site Migration to SharePoint 2010
• Content Strategy, Development + Optimization
• Infrastructure Planning and Implementation
• Search Engine Optimization (SEO)
• Marketing Strategy and Consulting
• Digital Marketing and Communications
• Social Media Strategy and Execution
• Reporting and Analysis
• User Experience and Surveys
Impact:
• More Relevant, Accessible Content Worldwide
• Improved Stakeholder Engagement
• Better Search Results (optimized ~250 pgs)
• Measurement driven by business objectives
Technology:
• SharePoint 2007 + 2010
• SharePoint Designer
• HTML, XML/XSLT, CSS, JavaScript
• ASP.NET, VB.NET, C#
• Visual Studio 2008
• SQL Server 2008
• Product Studio
• .NET Web Services
• Custom CMS
• ExactTarget
• Windows Live Services
• Visual Studio 2008
• Webtrends

8. Case Studies
 Highlight specific SharePoint features

9. The Business Need #1: Client Collaboration
 Mid-sized national environmental science and engineering firm
 Growing rapidly and had a contractual need to collaborate with clients over the
Internet
 Small IT organization
 Need to push client login and account creation to edges of business
– Cannot be the same as internal company user management

10. The Options: Non-IT Administration of Users
 Need to address user login and user management
– User login comes with SharePoint (Forms Based Authentication)
– User management does not
 Options for user login
– SQL
– LDAP (Active Directory, Novell Directory Services)
– Windows Live ID, Google OpenID
 Options for user management
– Commercial tools (Bamboo Solutions, SharePoint Boost)
– Open Source tools (CodePlex)
– IIS 7.0
– ASP.NET Website Management Tool

11. The Solution: Claims-based web application and IIS 7
 SharePoint Forms Based Authentication for
user login
 Windows Server 2008 R2 IIS 7.0 for
user management
 Benefits
– Secure access to extranet for clients
– No need to grant network access to clients
– Easy way to create users and grant access
– Removes IT resource requirement
– Optionally enable other user features
(change or reset password,
set security question and answer)

12. The Solution: High Level Implementation
 Create claims-based web application
 Configure membership store (user login)
– aspnet_regsql makes this easy when using SQL as the store
 Configure membership and role providers
– IIS 7 wizard or web.config files may
be manually modified
– Must be done for the following
applications:
o FBA zone for web application
o Central Admin
o Security Token Service
 Create users and roles for setup and testing
– IIS 7 makes this quick and easy

13. The Business Need #2: Large File Storage
 Mid-sized national environmental science and engineering firm
 Frequently deal with very large files involving GIS data
 Need to store and share these files with clients
 Existing files would overwhelm the content database
 Growth in database size would be unsustainable
 Limited budget for implementing a solution

14. The Options: Store files outside the content database
 Options
– External Blob Storage (EBS) - SharePoint 2007 SP1
o Runs on SharePoint server
o Predecessor to RBS
– Remote Blob Storage (RBS) - SharePoint 2010
o Primarily runs on SQL server
– Third Party (Metalogix StoragePoint, AvePoint DocAve)
 Gotchas
– Mirroring not supported by Remote Blob Storage
– Deletion of files does not happen in real time
o RBS Maintainer must be scheduled to clear deleted files
– Only cleans up the RBS tables, does not delete files
o FILESTREAM provider requires T-log backups and CHECKPOINT

15. The Solution: Remote Blob Storage
 Use Remote Blob Storage and SQL FILESTREAM
 Places all the large files outside the database
– This is invisible to the site users
 No additional technology purchase required
 Native SharePoint and SQL integration
– No code required

16. The Solution: High Level Implementation
 Enable FILESTREAM provider on SQL Server
 Install Remote Blob Storage (RBS) on all farm servers (SQL, app and front-end)
 Enable and test RBS
– Using PowerShell command line
 Configure and schedule RBS Maintainer
 Ensure properly scheduled transaction log backups
– must run twice if in full recovery mode before deleted files are eligible for
removal
 SQL CHECKPOINT
– Determine if you want to let SQL Server manage the schedule on CHECPOINT
executions, schedule if desired

17. The Business Need #3: Access to External Data
 Small manufacturing company
 Enterprise resource planning (ERP) application on site
– Not used in pre-sales process
– System of record for customer information
 Host SharePoint 2010 Foundation off-site
– Did not want to expand limited internal IT support
 Need to access customer account numbers in ERP for managing the sales process
in SharePoint

18. Historical: External Data Access in SharePoint
 SharePoint 2007 made SharePoint a viable option for consolidating data access
on a single platform
 Business Data Catalog (BDC)
– Limitations:
o Had to purchase MOSS
o Very complicated to configure (use a 3rd party application)
o Read-only access without development work
 As a result it tended to be larger organizations that took advantage of this
feature

19. New World: Business Connectivity Services
 Business Connectivity Services (BCS) are the BDC upgrade
 Included in SharePoint 2010 Foundation
 Full Create, Read, Update and Delete operations
 Configurable within SharePoint Designer 2010

20. The Solution: Hosted SharePoint Accessing Internal Data
 External hosting partner
– SharePoint 2010 Foundation in a
managed virtual environment
 Client infrastructure
– Create a SQL account with
read-only permissions
– Configure to allows secure
connection with hosted SharePoint
 Create External List from BCS connection
– Limitations in connection type in Foundations
– BCS does support using SQL Credentials
– Instructions here: http://bit.ly/bv1dD1

21. Watch Out For: A few common issues
 Permissions
– Make sure users and groups are granted access to the external content type
and the external list
 List limits
– If your table has more that 2000 items you will need to change number of
records that can be read through the database connector
– The limit can be changed via the
'Set-SPBusinessDataCatalogThrottleConfig' cmdlet.

22. Questions and Contact Information
Allison Leonard
Account Manager
425-691-5832
aleonard@allyis.com
Jeremy Syme
Director of Project Services
jsyme@allyis.com
Ananda Burke
Solutions Architect
aburke@allyis.com

23. So Much More to Talk About
Stop by the Allyis booth to:
• Sign-up for a free 90-minute SharePoint assessment of your organization
• Get access to the latest AIIM SharePoint 2010 Report
• Discuss your SharePoint project and get answers to your questions
Visit our website @ www.allyis.com for more SharePoint Information & Resources

24. Thank You!