Comments : 2

ERP is not Enough! Plan for Business Intelligence.

Category : Microsoft SharePoint, Thoughts

ERP systems are known to generate lots of data, but not much information. ERP does not contain all the information that is needed for business and hence various data sources thrive in form of spreadsheets or applications. For example, ERP may not include the results of a client survey or secondary sales data at channels or vendor data.

ERP systems tend to force businesses to re-engineer current practices to fit within the processes described by the ERP modules. Companies are investing millions in ERP solutions or have invested till date to improve the way they conduct their business. While these solutions provides significant benefits, organizations are finding that in order to achieve critical decision making business goals they often need to supplement it with additional external reporting capabilities. With the wealth of data entered and stored in ERP databases the ability to analyze and interpret the data is significant for management reporting. It’s time to take the next step for these businesses and explore Business Intelligence.

Business Intelligence (BI) means different things to different organizations and users. BI often refers to complex business applications, tools and technologies focused at understanding business metrics and performance. It includes such concepts as data warehouses, data cubes, dimensional analysis and performance monitoring – often refered to as KPI (Key Performance Indicator). BI often involves users accessing this data in spreadsheets, pivot tables and reports. BI typically represents systems where business data is aggregated from different enterprise systems with the goal of uncovering trends and insights.

Business intelligence and data visualization solutions often involve many components, hence the traditional complexity and cost. With newer tools now available in the market, many of the elements of BI and data visualization solutions can be implemented with reduced cost and complexity. Today’s businesses need analysis capabilities, not just the “flat-sheet” reporting to which they’ve grown accustomed. Simply stated, reports that provide statistics and raw data provide no intrinsic value. They need tools that provide meaningful “business intelligence” if management is to be able to use the information to support decisions and strategy.

Business Intelligence Solutions help fill this gap. BI gives the necessary insight to understand, analyze, and even predict the overall business performance. Moreover, clear visibility into all aspects of the operation can give companies the ordinance needed to combat business hazards. Business intelligence is about looking ahead rather than looking back and about creating answers and the tools to analyze new questions. When every user has access to the tools and the data they need to make timely and relevant decisions, the business becomes more efficient and effective while cutting costs and improving productivity.

Comments : 2

Installing Application Templates for Windows SharePoint

Category : Microsoft SharePoint

Microsoft has developed forty Application Templates to provide out-of-the-box solutions to address the needs of specific business processes such as coordinating a Help Desk or tracking marketing campaigns. If you are reading this post, then I assume that you have downloaded all of the 40 Application Templates for SharePoint or at least one of them.

This Application Templates for Windows SharePoint Services 3.0 are separated into two groups, “Site Admin Templates” and “Server Admin Templates”.

Site Admin Templates are custom templates that have an *.stp extension and are easy for site administrators to install in a template gallery without requiring server administration access.

Server Admin Templates have a *.wsp extension and are created as site definitions, providing tighter integration and enhanced functionality within the Windows SharePoint Services platform. They require a server administrator to install.

Where they differ is how each type is structured and deployed on a SharePoint site. Site definitions consist of multiple files on a front-end Web server that are located within folders under the template directory. Custom templates are created through the user interface or through the object model and are stored in the database, providing a means for reusing customized lists and sites.

Note: Templates with the STP extensions can be uploaded directly in SharePoint’s ‘Site Templates’ page in Site Settings. Templates with WSP extensions must be added to the server side via stsadm command.

Here is how you should go about installing them on your SharePoint Site. For the rest of this post, we shall assume that you have already downloaded the necessary template files and you are the Administrator for the SharePoint Site and/or the server on which the site is running.

Installing STP Templates

This is very easy compared to the installation of WSP Templates. To install a *.stp template, perform the following steps:

  • Login to your SharePoint Site after downloading the template package
  • Select Site Settings from Site Actions
  • Click Site Templates from Galleries

  • Click Upload and browse for the template file which was downloaded

  • Click OK once done

Installing WSP Templates

This is a bit complicated when compared to adding *.stp templates. Moreover, adding *.wsp templates also requires you to be the administrator of the SharePoint Site as well as the Administrator for the server.

  • Login to the SharePoint server using Remote Desktop (RDP) or the console. Depends on how you are working – in front of the server or remotely
  • Download the template package to the server
  • To make things easier and to avoid typing the full path of the directory, I prefer to move the templates to C:/Program Files/Common Files/Microsoft Shared/Web Server Extensions/12/Bin folder including the ApplicationTemplateCore.wsp
  • From the Start menu, select Run and open the Command Prompt by typing CMD or Command in the dialog box
  • Go to the C:/Program Files/Common Files/Microsoft Shared/Web Server Extensions/12/Bin
    Run the following command:

stsadm –o addsolution –filename ApplicationTemplateCore.wsp

  • This will add the Application Template Core to the solutions management where it will need to be deployed. Since we had already moved the files to the BIN folder earlier, we can skip giving the full path to the ApplicationTemplateCore.wsp. If you ignored that, you can provide the full path by enclosing it in quotes.
  • To deploy the Application Template Core, run the following command:

stsadm-o deploysolution –name ApplicationTemplateCore.wsp –allowgacdeployment –immediate

  • After successfully deploying the Application Template Core, it is time to add the solution files. Type the following command:

stsadm -o addsolution -filename <template_name>.wsp

Note: replace the template_name.wsp with the actual template name.

  • Next type the following command to deploy the solution:

stsadm -o deploysolution -name <template_name>.wsp –allowgacdeployment

Note: additional commands may need to be given, for example, - local if on a standalone machine and – immediate if installation being carried out in a SharePoint Farm

  • To check deployment status by, click the Operations tab in the SharePoint Central Administration Site and then click Solution Management under Global Configuration
  • After the solution is marked Globally deployed you may need to reset IIS. To do that quickly, open command prompt and type iisreset /noforce

Comments : 1

WSS and MOSS – What’s the Difference?

Category : Microsoft SharePoint

This year, I’m starting a new section on my blog on Microsoft SharePoint and to start with I’m posting about the two main flavours that Microsoft offers – SharePoint Portal Server and SharePoint Services.

SharePoint is being pushed by Microsoft and also with the announcement that SharePoint would be replacing the Public Folders that were available in Exchange, it certainly requires some understanding. I’ve heard people talk at length about SharePoint, met IT Managers who wish to implement SharePoint in their organization, planned SharePoint with some small and medium business segment owners and had a common observation after the meetings. Most of them do not know what are the basic differences between the two flavours. And trust me, if you do not know the basic difference, the end results would not be the same that you expected. I’ll start with explaining the two flavours so that we can get a basic understanding of the differences.

Windows SharePoint Services (WSS)

Windows SharePoint Services are a part of Microsoft Windows Server feature pack and come absolutely FREE. It can be downloaded from the Microsoft website and has a no-fuss installation.

Windows SharePoint Services or WSS is primarily focused on workgroup level collaboration. No, this does not mean that it cannot be made operational in an Active Directory environment. It can be easily integrated with your current AD environment and can be quickly setup to support basic collaborative items like team sites, document workspaces, blogs, wiki and meeting workspaces. These are some of the frameworks that come out-of-the-box with WSS and more such Application Templates for Windows SharePoint Services can be downloaded from the Microsoft Web Site. Moreover, once you have gathered enough understanding on how WSS works and how it stores and retrieves data, you can scale it up further to connect with MS Access, MS Excel, MS Word, MS PowerPoint and even your Exchange Server. Document version control, RSS feeds, Task Notifications, Basic Workflows and Email Alerts – all come along with WSS.

The main focus area when thinking about SharePoint implementation in your organization would surely be the cost factor. Yes, SharePoint Portal Server does have high costs and that’s why you should always start playing around with WSS to being with. This will help you to decide what you need next in terms of what WSS cannot offer. Also, once you put WSS to use in the company, it would also become easier for you to convince the management in moving up to SharePoint Portal Server.

In short, WSS should be the starting place for you if you are looking at using SharePoint for your organization.

Microsoft Office SharePoint Server (MOSS)

The first portal product introduced by Microsoft was termed Digital Dashboard which introduced the concept of WebParts. However, this technology never picked up and did not even manage to get out of the Beta release stage. On the other hand, the MS Office group team at Microsoft came out with another product towards collaboration by the name of SharePoint Team Services (STS). This is what lead to the birth of SharePoint Portal Server somewhere in the year 2001. Today, SharePoint Portal Server (MOSS) has been upgraded to work on the .NET Framework with least amount of development oriented architecture.

The major benefit of using MOSS is the way it provides the feature of using Business Intelligence (BI). MOSS offers simple ways to provide key performance data using the Key Performance Indicator (KPI) WebParts and build BI reports to be published on dashboards. BI and KPI can assemble and display business information using Excel Spreadsheets, MS SQL or any other 3rd party line of business application.

MOSS also offers “My Sites” which are individual mini-sites meant for employees. Each employee can create his or her personal site thorough a self-service request. The site can be classified to show Private as well as Public content, skill sets, contact information and more. It can even be integrated with Active Directory to pull information from AD like the manager, colleague, contact information, etc. And can be scheduled through the Central Administration to update the SharePoint data as and when changes are made in Active Directory.

The buck does not stop here. MOSS has more or better functionalities/options like Single-Sign On, Portal Sites, Enhanced Search (not only text and documents but also people). The Enterprise version of MOSS provides Excel Services, Business Intelligence Dashboards, Internet Publishing and Content Management, Web based InfoPath Forms and more.

Summary

As you can see, there are lot of similarities between the two products. Mainly where the functionality differs is that MOSS allows more aggressive and targeted indexing for search, offers BI and KPI and Web Based Services for Excel and InfoPath. I’m sure to start with, these would not have much importance in the company which mainly requires a collaboration platform for their employees so that they cut down on the transfer of collaborative files and documents via email, can keep a track of the documents and maintain versions. Go ahead and start polishing your understanding on Windows SharePoint Services. The more you use it, the better it will become and then you can think of scaling it further by switching to Microsoft SharePoint Portal Server.

For those who would like a detailed comparison, Microsoft has published this in an Excel sheet and can be downloaded from here.