techfuse 2012: sharepoint business applications at your fingertips
DESCRIPTION
Learn about the "No-Code" application approach and things to consider when building. Presented by Don Donais.TRANSCRIPT
SharePoint Business Applications at your Fingertips
Avtex ConsultingDonald Donais
Avtex IT Pro [email protected]
Blog – Tales from IT Sidehttp://talesfromitside.wordpress.com
Twitter@dondonais
Donald Donais
• What makes up a No Code Application?• Crawl, Walk, Run Approach• Business Process Management• Application Management Lifecycle• Fundamental Features of SharePoint• Knowledge Needed for No Code Application• Crawl Example• Walk Example• Recap
Session Agenda
WHAT MAKES UP A NO-CODE APPLICATION?
No-Code Planning
Data
Workflow
Reporting
• Data • SharePoint list• InfoPath• Database
• Workflow• OOB• 3rd Party Vendor
• Reporting• Views• Charts (2010)• SQL - SSRS
No-Code Application ApproachCrawl, Walk, Run…
Crawl
• Out of the Box Features• Lists & Libraries• Content Types
Document Templates Site Columns Document Information Panel Workflows
• Records Center or In-Place Records Management (2010)
• OOB Workflows
Walk
• Connecting Web Parts• InfoPath Forms
Connecting to Content in SharePoint Web Services Pulling User Profile
• SharePoint Designer Dataview Web Parts Custom Workflows Visio Workflows (SharePoint 2010)
Run
• Database Connections Business Data Connection – BDC (2007) Business Connectivity Service - BCS (2010)
• 3rd Party Vendors for Workflows/Forms• Visual Studio Development
Database Connection Creating ASPX form Advanced Workflows
Things to consider when building
Requirements
Design
Build
Deploy
Operate
Optimize
ApplicationManagementLifecycle
Fundamental Tools for SP2007
• SharePoint 2007 Standard or Enterprise
• InfoPath 2007 Ultimate or Professional Plus
• Business Data Connection – BDC Enterprise
• SharePoint Designer 2007
Fundamental Tools for SP2010
• SharePoint 2010 Standard or Enterprise
• Visio Services• Access Services• InfoPath 2010
Ultimate or Professional Plus• Business Connectivity Service• SharePoint Designer 2010
Fundamental Knowledge Needed• Creating Lists and Form Libraries• OOB Web Parts• SharePoint Designer Data View Web Parts• SharePoint Views/InfoPath Views• InfoPath & Designer Conditional Formatting• Forms Creation – SharePoint & InfoPath• Data Connections & Filtering• Site Content Types & Site Columns• Workflows – OOB & Designer• SharePoint Web Services
DEMO
No-Code Application - Crawl
What Did We Do?
• Created Custom List • Created SOW Content Type
Added Document Template Added Columns – including lookup to Custom List Modified the Document Information Panel
• Created Multiple Views• Added Multiple Web Parts for each View
DEMO
No-Code Application - Walk
What Did We Do?
• Connect Web Parts Together to display Info• Create Expense Report InfoPath Form
Connected to SOW Document library Conditional Format Create Views Publish to InfoPath Form Services
• Added Workflow based on Amount Email with Link to Approval View
Q & A
www.SharePointMN.com
• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations
• [email protected] www.sharepointmn.com
• InfoPath and User Profile Services https://
www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and-userprofileservices-what-can-be-done_e2_80_a6.aspx
• SharePoint Designer 2007 Workflows http://
office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-workflows-HA010100587.aspx
• SharePoint Designer 2010 Intro to Worfklow http://office.microsoft.com/en-us/sharepoint-designer-help/introduction-to-d
esigning-and-customizing-workflows-HA101859249.aspx
• User Profile Web Service Issue and Workaround http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath-and-us
er-profile-web-service-issues/
References