1. Leveraging SharePoint as an Extranet Solution

2. Agenda
• Introductions
• About Avtex
• Extranet – What, Why, Who?
• What does it Take to Deploy an Extranet?
• Why SharePoint for Extranets?
• SharePoint Extranet Architecture
• Customer Example: Community Reinvestment Fund
• Call to Action
• Giveaway

3. Goals for Today
• Learn about common challenges addressed by
Extranets today
• Understand how SharePoint addresses those
challenges
• Demonstration of a Customer Extranet
• Learn how to get started

4. Seminar Sponsors

5. Our Mission
Our mission is to use our technology know-how
to enable our clients to deliver an exceptional
experience to their customers

6. What we do

7. SharePoint Extranet ADS
Architectural Design Session (ADS)
The two day Avtex
Architectural Design Session
(ADS) is a great way to start
planning an Extranet solution
on SharePoint.
An ADS helps to outline a
proposed technical approach
• Infrastructure
• Security model Contact us at sales@avtex.com
• Application integration
• More

8. Extranet - What, Why, Who?

9. What is an Extranet?
Extranets are Websites that connect
organizations to employees, partners,
vendors, and customers—providing a secure,
engaging and personalized interaction with
people, information, applications and
business processes.

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

11. Why use an Extranet?
• 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

12. Who is the Audience for an Extranet?
Organization B
PARTNERS AND VENDORS
Organization A
REMOTE EMPLOYEES, AFFILIATES,
BUSINESS UNITS
Community
INDIVIDUAL EXPERTS
Your Extranet
Organization A
THE BEST PEOPLE, IDEAS SYSTEMS &
INFORMATION
Public
CUSTOMERS

13. Extranets deliver real benefits
Benefits of a well planned and executed Extranet
$
BRAND
X
Build Increase Reduce Business Knowledge
loyalty productivity cost growth capture

14. Remax
Affiliate extranet costs lowered by 75 percent
Solution
Document library for storing and
managing agent referral forms
Discussion forums for encouraging
interaction and networking,.
A system for delivering alerts to agents
Benefits
Higher productivity
Ease of implementation, maintenance
Total cost of ownership 75 % lower

15. Jones Lang LaSalle
Client facing extranet
Solution
Customers receive comprehensive
information on business status
Delivery of up-to-date information on
Web pages
At-a-glance dashboards, and data access
from other business systems
Benefits
Enterprise content management boosts
productivity, saves U.S.$500,000 yearly
International Web traffic up 100 percent
New capabilities delivered with
minimal customization

16. Gafcon
Project Collaboration Extranet
Solution
Simplified project management proposal
tracking system
Mining business intelligence to track
revenue, division productivity and
profitability
Providing customers with secure on-line
inspection quotes
Benefits
Better information faster delivery time
Higher productivity – higher revenue
Expanded business opportunities

17. What Does it Take to Deploy an Extranet?

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

19. Extranet Challenges
The reality of deploying and running an Extranet
Authenticating Understanding Securing and retaining
external users audiences, Adoption intellectual property
Cost of maintaining a Information locked in Complexity capturing
new system legacy applications exchanges

20. Why SharePoint for Extranets?

21. The SharePoint Platform
Ideal for Extranet Solutions
Increase brand loyalty, lower
customer care costs and
increase competitive advantage
via the SharePoint platform
CONNECT ENGAGE OPTIMIZE
Securely connect customers, Accelerate interaction and Optimize your cost of doing
partners and suppliers with innovation with engaging business with a unified platform
relevant information and tools experiences

22. SharePoint Delivers Real Benefits
• Secure access to systems,
Securely connect customers, people and content
Connect partners and suppliers with
relevant information and tools
•
•
Quickly and easily
authenticate
Ease of Use
• Make content easily
Accelerate interaction and discoverable
Engage
• Enable collaboration and
innovation with engaging knowledge sharing
experiences • Target experiences to
build expertise
• Create decision making
dashboards
Optimize
Optimize your cost of doing • Unlock legacy content and
business with a unified platform information
• Start small. Grow fast.

23. SharePoint Delivers Real Benefits
Securely Connect
• Secure access to systems,
Securely connect customers,
Connect
people and content
partners and suppliers with • Easily authenticate
relevant information and tools • Ease of Use
• Make content easily
Accelerate interaction and discoverable
Engage
• Enable collaboration and
innovation with engaging knowledge sharing
experiences • Target experiences to
build expertise
• Create decision making
dashboards
Optimize
Optimize your cost of doing • Unlock legacy content and
business with a unified platform information
• Start small. Grow fast.

24. Confidently Secure Content
BUSINESS READY
SECURITY
Integrate and extend security
across the enterprise
Help protect everywhere access
anywhere
Simplify the security experience
and manage compliance
As organizations look to drive growth, they need to increase collaboration and access to
information, but must do so while protecting their assets. Microsoft Forefront delivers
comprehensive, end-to-end solutions to help protect virtually everywhere and enable
secure access virtually anywhere. The integrated portfolio of products help secure your
environment and manage access across data, users, and systems.

25. Easily Authenticate Users
https://corporate.contoso.com
Extranet/Internet Zone
Claims Based Authentication
FBA Windows
claims claims
Vendors,
The new claims based authentication model that isPartners SharePoint 2010 that
available in Employees
Customers
will help SharePoint administrators combine authentication types to improve end user
experience. You may wish to create and maintain different channels for access by
your extranet user groups. The combination of Multimode and Mixed Mode
deployments help you to design the right access for your users.

26. Ease of Use
Familiar Office
experience
It's all about the customer experience and the extranet is a logical extension of the
brand. With a wide array of easy to use tools and out-of-the-box Web Parts users can
easily add content to sites using point-and-click functionality. Additional Web Parts
are available for a wide range of applications from key performance indicators to
delivering rich interactive experiences with Silverlight.

27. Deliver Real Results
Engaging Experiences
• Secure access to systems,
Securely connect customers,
Connect
people and content
partners and suppliers with • Easily authenticate
relevant information and tools • Ease of use
• Make content easily
Accelerate interaction and discoverable
Engage
• Enable collaboration and
innovation with engaging knowledge sharing
experiences • Target experiences to
build expertise
• Create decision making
dashboards
Optimize
Optimize your cost of doing • Unlock legacy content and
business with a unified platform information
• Start small. Grow fast.

28. Make Content Discoverable
SharePoint search enables users to find the information they need across
unstructured assets (blogs, wikis, presentations, documents) and structured assets
(reports, spreadsheets, analytical systems). Empower users to discover the right
people and expertise to make better informed and more agile business decisions with
business partners and other internal departments right out of the box.

29. Collaboration and Knowledge Sharing
SharePoint 2010 provides a full set of tools that will allow your employees to quickly
create any kind of extranet site from predefined templates inside a single
infrastructure. This simplifies site management and publishing of information using
one familiar system.

30. Targeted Experiences
In this age of user generated content and increased participation, employees,
partners, vendors, and customers are all active stakeholders of your product or
service. Companies are looking for interactive channels that allow them to collaborate
with each of these audiences. The more your organization can adapt, the more likely
you are to profit from these changes. SharePoint can help.

31. Deliver Real Benefits
Securely connect • Secure access to systems,
Connect
customers, partners and people and content
• Easily authenticate
suppliers with relevant • Ease of use
information and tools
• Make content easily
Accelerate interaction and discoverable
Engage
• Enable collaboration and
innovation with engaging knowledge sharing
experiences • Target experiences to
build expertise
• Create decision making
dashboards
Optimize
Optimize your cost of doing • Unlock legacy content and
business with a unified platform information
• Start small. Grow fast.

32. Legacy Information Unlocked
Customers Partners Remote Employees
The Internet
SharePoint
Extranet
CRM ERP LoB Siebel SAP
Connecting users with the enterprise data they need to do their job – without having to Oracle Web 2.0
leave the applications that they use today is what SharePoint and BCS is all about. With
BCS, you have the capability to connect SharePoint and Office applications to any external
system, whether it be a Line-of-Business (LOB) system, (such as Microsoft Dynamics,
Oracle, or Siebel) a web 2.0 service, or a custom home-grown application.

33. Improved Decision Making
SharePoint empowers you to collaborate better and make more agile business
decisions by providing access to the information your users need, when they need it.
SharePoint insights capabilities provide a complete, integrated business collaboration
platform that can empower employees to discover, analyze, and share the right
information across unstructured and structured assets.

34. Scalable and Supported
A sampling of the customers realizing the value SharePoint technologies bring to
their extranet web based solutions. Let Microsoft help you get started with the
next steps to make SharePoint ready for your enterprise.

35. SharePoint Extranet Architecture

36. Extranet – Crawl, Walk, Run
Run
Claims/FBA
Walk HTTPS
Dev. Mem Provider
Claims/FBA
LOB Application
HTTPS
Crawl Integration
Dev. Mem. Provider
Claims/FBA Highly Branded
HTTPS Branded Solution
nAppliance w/
CodePlex FBA Tool UAG/TMG
UAG/TMG
OOB Branding
DMZ

37. Crawl – Claims/FBA
https://corporate.contoso.com
Extranet/Internet Zone
Claims Based Authentication
FBA Windows
claims claims
Vendors, Partners Employees
Customers

38. Crawl Sample Extranet Architecture
External SharePoint
Users
SQL Back End
Internet
Internal
SharePoint Users
Firewall
Powered
by ISA Web Front End
Extranet
Boundary

39. Walk – Claims/FBA Custom
Membership Provider
https://corporate.contoso.com
Extranet/Internet Zone
Claims Based Authentication
FBA Windows Membership
claims claims Provider
LOB Application Data

40. Walk Sample Extranet Architecture
External SharePoint
SQL Back End
Users
Internet Indexing Server
Firewall
Internal
Powered SharePoint Users
by UAG
and TMG Web Front End
Malware
Inappropriate Content
Unified Access
Extranet Gateway (UAG)
Boundary
Application Servers

41. Run – Highly Branded
Remax Extranet

42. Run Sample Extranet Architecture
SQL Back End
External SharePoint
Users
Indexing Server
Internet
Firewall Internal
Powered by Web Front End SharePoint Users
UAG and
TMG on
nAppliance
Application Servers
Unified Access DMZ Threat
Management
Gateway (UAG)
Gateway

43. nAppliance with UAG
Instead of the application handling the “checklist” individually, UAG features are overlaid
for each resource
Financial Field Sales Project Manager Remote
Partner Rep Employee Technician
Home PC Kiosk Corporate Unmanaged
Laptop Partner PC
Encryption Endpoint Scan
Authentication Access Control
SSL VPN Cache Cleaning URL Translation
MOSS AD
File Access Related Apps

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

45. 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 Partner Active Directory OOB – New Internal AD
Configuration - ADFS
Partners Not Active Directory Customization – ADFS/LDAP
Customer Customer Active Directory OOB – New Internal AD
Configuration - ADFS
Customer Not Active Directory Customization – ADFS/LDAP

46. Authentication
How will my users authenticate?
Authentication Benefit Implementation
Active Directory Existing Expertise OOB
Simple
Active Directory Federation Still AD Customization
Services Distribute User Mgt
LDAP/Custom/SQL Flexible Configuration

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

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

49. 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

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

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

52. Other Extranet Considerations
• User Self Service
• Security Concerns – SharePoint People Picker
• Mobility – Responsive Design

53. Community Reinvestment Fund (CRF)

54. Community Reinvestment Fund
• Description of who we are
• Our Technology Strategy
• Our Extranet Strategy
– Collaboration with outside parties
– Secure document sharing
– Information distribution
• Demo!
• Wrap up and questions

55. Community Reinvestment Fund, USA is
committed to designing and executing new
ways to help
small businesses succeed.
It is our purpose.
And, we’ve done it for 24 years.
CRF – A Small Business,
Dedicated to Small Business

56. CRF Technology Strategy
Buy when you can, Develop when you have to
• Borrower financials
• Financial analysis
AVAIL
• Document storage
• Contact • Intranet
management • Extranet
• Sales process • Website
• Fundraising • Special projects
• Loan Servicing Platform

57. Extranetstreamline information gathering from outside parties for
Using extranets to
Strategy
import into line-of-business systems
• Key features on display in todays demo:

58. Wrap Up

59. Minnesota User Groups
Avtex hosts SharePoint and UC User Groups
• Second Wednesday every month • Third Thursday every month
• Microsoft Office • Microsoft Office
• 9:00 am – 11:30 am • 9:00 am – 11:30 am
• www.sharepointmn.com • www.msucug.com

60. SharePoint Extranet ADS
Architectural Design Session (ADS)
The two day Avtex
Architectural Design Session
(ADS) is a great way to start
planning an Extranet solution
on SharePoint.
An ADS helps to outline a
proposed technical approach
• Infrastructure
• Security model Contact us at sales@avtex.com
• Application integration
• More

61. THANK YOU!