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February 2007

Something New at the Office

Introducing the new Office servers
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Microsoft officially launched a staggering number of new products, including Windows Vista and the Microsoft Office System 2007, on November 30, 2006. Several of these products were upgrades of previous releases; however, a significant number of new Office servers were included in the Office 2007 release.

Cynics might suggest that the new Office server products are Microsoft's way of squeezing more revenue out of the Office product line, which is already installed on nearly every information worker's computer. Revenue certainly would have been a consideration for Microsoft. However, many businesses need the solutions that the new Office servers offer to accommodate the changes in the way today's information workers do business. Businesses and their partners, customers, and end users are now demanding collaboration solutions, automated business processes, auditing and compliance, and access to information anytime and anywhere.

In the current Office client suite, there are many applications—and not all of them are appropriate for every business, scenario, or user. For example, many users never have to use Microsoft Access or Microsoft Office Publisher, although few can do their jobs without using Microsoft Word or Microsoft Excel. The same will hold true for the new Office server applications. Each server product serves a specific need, and although some tools (such as Microsoft Office SharePoint Server) will become ubiquitous, others (such as Microsoft Project Server) will probably be limited to a niche in the market.

Most companies will find that one or more of these server products can deliver real business value to their organizations. I've found that effective collaboration can give a company a significant competitive advantage.

The problem has been that, until now, collaboration application solutions have typically been expensive both in terms of capital outlay for the software and training for end users. These applications are also often difficult to integrate into existing business processes. In most cases, the early adopters of collaboration solutions found there was no return on their investments because they had to overcome significant obstacles to successfully implement the tools or the end users didn't use the tools because the learning curve was so high. If implemented into your environment correctly, the new Office servers can deliver the crucial balance of power and flexibility (for you) and familiarity (for your users) that can lead to a successful collaboration solution. To help you with the implementation, let's examine each of the new Office server products—Forms Server 2007, Groove Server 2007, Project Server 2007, and SharePoint Server 2007—so that you can understand their purpose and better evaluate their potential role in your business collaboration strategy.

Forms Server 2007
What business doesn't have forms? Many businesses use paper forms whose appearance and processing haven't changed much in years. Forms Server 2007 is a standalone server that delivers and manages digital forms that replace paper forms and legacy online forms (such as fill-in PDF files). You can access the forms through Microsoft Office InfoPath 2007 or a Web browser for data collection, distribution, and integration with processes using business rules.

Authorized users create forms using InfoPath 2007. You can use controls (such as text boxes and drop-down lists) that Forms Server 2007 makes available. You can preconfigure the behavior of each control. For example, you can preconfigure mouse-over tips, prepopulated default values, and data validation. Additional behaviors connect the form and its controls with back-end systems, such as SharePoint Server 2007. You can then place the forms into a SharePoint Server 2007 or Microsoft BizTalk Server 2006 workflow.

All of the heavy-lifting application code and primary business logic rules are configured and executed on the server, which means a form's creator or user can build what he or she needs while developers control the precise and complete integration of the form, its data business processes, and its workflows. As forms are updated, new versions can be deployed side-by-side with reusable controls and business logic.

You can use InfoPath 2007 (or other third-party applications) as a standalone application to create electronic forms, but if multiple forms need to work together within a process or if external clients need access to those forms through a browser, you'll need IT to build a solution to support it. However, Forms Server 2007 can easily move forms online, create workflows, and centralize data management. Keep in mind that you can host forms on SharePoint Server 2007, so take advantage of this ability if you're already using it. Forms Server 2007 is a standalone product and cheaper than SharePoint Server 2007, but it's for environments that need only the forms capability. I've found that the most difficult part of implementing Forms Server 2007 is combining all the scattered paper and online forms into a defined business process. You'll need to invest time to analyze your business and implement a structure of forms, business logic, and workflows.

Groove Server 2007
If you've yet to select a set of tools to use to provide a collaborative workspace (or even if you already have), you should take a look at Groove Server 2007. Groove 2007 workspaces provide tools for file sharing, discussions, meetings, specialized calendars, and presence awareness (i.e., knowing who is online). Business forms are available through InfoPath 2007, with phone calls and IM available when Groove Server 2007 is integrated with Microsoft Office Communicator. Groove Server 2007 also lets you make SharePoint Server 2007 sites available offline.

From a user's perspective, a Groove 2007 workspace is simple to create and maintain: With only a couple of clicks, you can create a Groove 2007 workspace on a local computer. Users can then share that workspace with other users (think workgroup), which is sufficient for small to medium-sized workspaces.

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