integrate your business - sharepoint 2010 and microsoft dynamics nav
TRANSCRIPT
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Agile Firma. SharePoint, Navision und Nintex Workflows
Die perfekte Symbiose?
Marek Czarzbon – Made In Point Christian Krause – amball buiness-software
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Dipl. Inf. Marek [email protected]
• GF Made In Point GmbH• Software Architekt, Consulting• SharePoint 2010 Master Candidate• Share Point 2010, SharePoint 2007• iPhone & iPad UI
Share Point User Group – Nürnberg https://www.xing.com/net/spusergroupnbg/Nintex User Group https://www.xing.com/net/nintex_workflow/
[Tschaschbon]
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Themen
• Navision in a nutshell
• SharePoint in a nutshell
• Nintex Workflow in a nutshell• DEMO
• Motivation – Agile Firma
• Purchase Invoice Approval • DEMO
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Kontakt
Dipl. Kfm. Christian [email protected]
• amball business-software, Nürnberg• IT Manager• Business Unit Manager ECM• Senior Solution Architect
XING https://www.xing.com/profile/Christian_Krauseamball business-software www.amball.de
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amball business-software
• Gegründet 1981
• 20-jährige Erfahrung mit Unternehmenssoftware
• Für den Mittelstand und Konzernunternehmen tätig
• Ca. 100 Mitarbeiter
• Zertifizierter und ausgezeichneter Microsoft Gold ERP Partner
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Navision
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Navision
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Navision
• ERP System vom Microsoft• Finanzbuchhaltung/Einkauf/Verkauf inkl. CRM• Lager/Produktion/Projektmanagement etc.
• Pros• Modular, Integriert, moderne Architektur• zahlreiche Schnittstellen zu anderen Systemen
• Cons• Keine interne Workflow -Engine• Bedarf an 3rd Party WF-Systemen• Integration aufwendig
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Workflow in Navision
• TODO!
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SharePoint
• Ist eher ein Betriebssystem für eine Firma
• Single Point of Accesss
• Kollaboration, Dokumentenablage, Auffinden von Informationen, Externalisieren von Informationen
• Cons:• Relational verknüpfte Daten, vor allem Zahlen
inkl. Auswertung
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Kollaboration ist die Stärke vom SharePoint..
ERP
Rechnung
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Integration von Außen nach SharePoint
• (Object Model)
• Client Object Model • .net Proxy• Silverlight Proxy• JavaScript / ECMAScript (sp.js) Proxy
• REST • XML• JSON
• Web Services
• CMIS
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Client Object Model
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Representational State Transfer (REST)
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REST
• http://contoso/sites/sharepointlist/_vti_bin/listdata.svc/InventoryLocations() ?$filter=startswith(Part/SKU,'sku‘)
&$orderby=Part/SKU&$expand=Part
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Web Service
• http://<site>/_vti_bin/Lists.asmx?WSDL
• http://msdn.microsoft.com/en-us/library/bb862916(v=office.12).aspx
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CMIS (OASIS)
The Content Management Interoperability Services (CMIS) connector for SharePoint Server 2010 enables SharePoint users to interact with content stored in any repository that has implemented the CMIS standard, as well as making SharePoint 2010 content available to any application that has implemented the CMIS standard.
• The Content Management Interoperability Services (CMIS) Consumer Web Part, which can be added to any SharePoint page. This Web Part displays and lets users interact with the contents of any CMIS repository.
• The Content Management Interoperability Services (CMIS) Producer, which allows applications to interact with SharePoint lists and document libraries programmatically by means of the interfaces defined in the CMIS standard
• This tool is not supported for SharePoint Foundation 2010.
• http://www.microsoft.com/download/en/details.aspx?id=20022
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Demo – Immobilen Freigabe
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Agilität
Studie vom Gartner 2008, Companies „Doing BPM“
How often do your processes change?
• 67% - every 6 month• 18% - every month• 10% - every week• 4% - every day
1 in 10 companies change processes every week!
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100%
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80%
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SharePointSolution Elements
Training
Support
Policies
Deployment
Communication
Documentation
20%
Technology
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Die Herausforderung?
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Änderung
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ParadigmenProzesse
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Purchase Invoice Approval
mit NAV und SharePoint 2010
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Ablauf
• Anforderung:
• Eingehende Rechnungen sollen früh eingescannt und
vorqualifiziert werden (Posteingang)
• direkt ersichtlichtliche Merkmale (Kreditorenrech-
nungsnummer, Betrag) werden dabei schon erfasst
• ein betragsabhängig mehrstufiger Genehmigungsprozess
erhebt weitere Qualifizierungsdaten
• Die vorerfassten Daten sollen nach Freigabe automatisch
nach NAV übergeben werden
• Nach Buchung in NAV sollen Dokument und Metadaten in
SharePoint unveränderlich sein
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ECM mit NAV und SP2010: Demo• Use Case: Purchase Invoice Approval (PIA)• Digitalisierung der Eingangsrechnungen
• Einscannen in SharePoint
• Vorgelagerter Genehmigungs-Workflow mit Nintex
• Rechnungsfreigabe direkt in SharePoint
• Nach Freigabe Übergabe Rechnungsdaten an NAV
• Erfassen weiterer Rechnungsdaten aus Scan-Dokument
• Buchung in NAV, Metadaten-Update in SharePoint
• nach Buchung Deklaration PDF inkl. Metadaten als Record
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ECM mit NAV und SP2010: Demo
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• Bausteine der Lösung:
• SharePoint 2010• Dokumentenbibliothek• Nintex Workflow• NAV 2009 R2• NAV Applicationserver• amball SharePoint Connector • amball Record Link Management
• Ziel: NAV-integriertes Freigabe-Szenario im Browser, einfache (!) Integration
ECM mit NAV und SP2010: Demo
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Demo
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Danke!
!