Integrating SharePoint 2010with Office 2010Integrating SharePoint 2010with Office 2010

Donovan FolletteTechnical Evangelist Microsoft Corporation

Agenda

SharePoint as a Solution Platform

• Site Templates

• User Customizations

• Custom Lists

Out of the Box Custom

• Custom Site/List Def

• Code Based

Workflows

• Custom Web Parts

• Event Receivers

• Ribbon UI

Customization

• Custom BrandingDeclarative

• Rules-Based Workflows

• Data View Web Parts

• Theming

• Page Layouts

• LOB Data Integration

Excel & Excel Services

New REST API Enables

embedding of ranges and charts contained in a workbook on a web page

Changes in underlying workbook are automatically reflected when web page is (re-) loaded

DemoSolutions with Excel & Excel ServicesSolutions with Excel & Excel Services

Excel & Excel Services Solutions

Upload Excel workbook• Choose which workbook

elements to expose

Via _vti_bin/ExcelRest.aspx• Retrieve the model• Drill into the named ranges• Copy/paste the URL into

Word/PowerPoint

InfoPath 2010 Scenarios

Information Worker• Customize List Forms• Take Lists Offline• Application Data in Lists

Office Business Application Builder• Workflows in SharePoint Designer• External data using BCS• Custom code running in Sandbox

Customize SharePoint List Forms

Accessible with a single click in SharePoint

Rich Form Design Experience

InfoPath 2010 provides design services Layout

Themes Table Layout

Behavior Rules Custom Code

Data Binding External Data

Offline Support in InfoPath 2010

Handled by SharePoint Workspace Provides an offline cache of SharePoint sites Hosts custom InfoPath Forms Same forms that are used by Forms Services

InfoPath Solutions

Default Form for

Lists, Workflow

s, etc.

Single-click from SharePoin

t to InfoPath

Word-like editing

for Form design

Easy connections to external data sources• OOB support for

SharePoint lists• SOAP Web

services• REST Web

services

Publish to SharePoint

Access & Access Services

With Access 2010, you canCentrally store and distribute Access solutions

Build a Web Database

Publish to a SharePoint on premises or online*

Provide data access from anywhere

Share and collaborate with others

Use SharePoint permissions to determine who can see what

* SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online.

Learn more at http://office365.com

Web Database Design Considerations

Create Database Objects for the WebUse Web Ready objectsAdd client-only forms or VBA only if needed

Not usable in web environment, but still can be used on the client

Create tab of a client only database:

Create tab of a web database:

Note Globes in icons which

signify it is a Web Ready object

Publish to Access Services

ACCDB SharePoint Site

Access Tables SharePoint Lists

Access Forms ASPX Pages

Access Reports RDL (SQL Server Reports)

UI Macros JavaScript

Data Macros SharePoint Workflows

DemoSolutions with Access & Access ServicesSolutions with Access & Access Services

Access & Access Services Solutions

Selected a Web

Database template

Published it to SharePoint

Access Services

Modify the UI

Re-synch with Access

Services

Visio 2010 & SharePoint Designer 2010

Visio 2010 New SharePoint workflow template

Supports almost all actions & conditions in SPD Exports .vwi file

SharePoint Designer 2010 Imports .vwi file Supports round-trips to Visio

DemoVisio, SharePoint Designer & Workflow Solutions

Visio, SharePoint Designer & Workflow Solutions

Visio & SharePoint DesignerWorkflow Solutions

Select a SharePoint Workflow

template in Visio

Build Visio workflow

and export .vwi

Import .vwi file into

SharePoint Designer

Declaratively add

workflow logic

Publish workflow to SharePoint

Business Connectivity Services

Allows easy surfacing of external data into SharePoint External List On-line/Off-line aware Read/Write data operations

No-code support in SharePoint Workspace & Outlook

No-code Tooling in SharePoint Designer

Outlook Forms

and Task Panes

SharePoint External Lists

SharePoint Workspace with InfoPath Forms

Search Results

External Content Type for a LOB System

OfficeApps

External Content

TypeCustomer CustomerID FirstName LastName EmailAddress

External data

DemoSolutions with BCS, SPD, SharePoint Workspace & Outlook 2010

Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010

BCS & SharePoint Designer Solutionsfor SharePoint Workspace & Outlook 2010

Build an ECT for a LOB

source

Create an External List from the ECT

Take the External List

offline in SharePoint Workspace

Surface the External List in Outlook 2010

Visual Studio 2010 & Officeto Access SharePoint List Data?

SharePoint Client Object Model (SP COM) Unified object model across all clients

JavaScript, .NET CLR, Silverlight CLR Subset of Server OM

Webs, Lists, ListItems, Content Types, Fields, External Lists, etc.

Limited to Site Collections, Site level and below

Work with data via REST SharePoint listdata.svc Powered by WCF Data Services

Office 2010 Client

SharePoint Server 2010

External Systems

SP Client Object Model Solution

CRM DatabaseCustomer Table

ECT Connectivity to CRM Database

BCS

External List

Look at: - A SP COM document-level solution

Add-in using

SP COM

Office 2010 Client

SharePoint Server 2010

WCF Data Services Solution

Look at a WCF Data Services solution

Add-in using

WCF DS

Review SharePoint Lists accessed via listdata.svc

SharePoint List

listdata.svc

DemoSolutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins

Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins

Summary

There are a number of Office integration options Excel & Excel Services REST InfoPath & Forms Services Access & Access Services Visio & SharePoint Designer for Workflows SPD & Business Connectivity Services Visual Studio 2010 to build Office Add-ins

Resources

MSDN Office Developer Center - msdn.microsoft.com/office

Channel 9 - channel9.msdn.com/learn/courses/Office2010/

donovanf’s Blog - blogs.msdn.com/donovanf/

SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow