Anthony Rose MCSD, MCTAuthor, Technical Editor and Senior IT Instructor (Learning Tree International)

Technical Director, Anthony Rose Ltd

Email: anthony.rose@anthonyrose.com

What will we cover?

SharePoint

Very brief overview

SharePoint - Data Capture & Storage

Lists & Libraries & Views

SharePoint Designer

working with data connections

MS Access & SharePoint

Linking & Importing

The Three core areas of

SharePoint

Windows SharePoint Services v3

• Workspaces

• Management

• Security

• Storage

• Topology

• Site Model

Platform Services

• Docs / Tasks/ Calendars

• Blogs, Wikis, email integration

• Project Management Basics

• Office Integration

• Offline Docs / Lists

Collaboration

Microsoft Office SharePoint

Server 2007

• Enterprise Portal templates

• Site Directory

• My Sites

• Social Networking

• Privacy Control

Portal

• Enterprise scalability

• Contextual relevance

• Complex people and business data search

Search

•Server Based Excel spreadsheets & data visualizations

•Report Centre

•BI Web parts

•KPI’s Dashboards

Business Intelligence

•Rich and web forms based front-ends

•LOB actions

•Enterprise Single Sign On (SSO)

Business Forms

•Integrated Document management

•Records management

•Web Content management with policies and Workflow

Content Management

SharePoint Designer 2007

Development tool for designing SharePoint web pages HTML, CSS, Workflows, Data connections

Basic Web Page layouts

Master Pages

Themes

Navigation and SharePoint objects

It is NOT for server scripting Visual Studio 2005 / 2008

Visual Studio Tools for Office (VSTO)

SharePoint Services

MS Office 2007

Word processing

Business modeling

PresentationsBusiness data management

Informationmanagement

Business intelligence

Collaboration Content management

Streamlined processes

PortalsSearch

With acknowledgement to Microsoft

Web Parts

Demo

Reviewing a SharePoint site

Navigating round a site

Web Parts

Editing a Web data page

Design page layout with Zones and Web

Parts

Controlling Web Part properties.

Lists

Building blocks of structured data

SharePoint uses Lists for page content

Create Custom Lists

Import data from Excel, XML or Access /

SQL Server or Web Services

Contacts

•Create a contacts list when you want to manage information about people that your team works with such as customers or partners.

Content & Structure Reports

•Use the reports list to customize the queries that appear in the Content and Structure Tool views

Events

•Use the Events list to post information about meetings, deadlines, and other events related to this area.

Links

•Create a links list when you have links to Web pages or other resources that you want to share.

Reusable Content

• Items in this list contain HTML or text content which can be inserted into web pages.

Tasks

•Create a tasks list when you want to track a group of work items that you or your team needs to complete.

Workflow Tasks

•This system library was created by the Publishing feature to store workflow tasks that are created in this site.

Demo

Inserting Data into lists

Manual data entry

Importing data from Excel spreadsheets

Creating Custom Lists

Constructing data Columns (Fields)

Setting default values, validation rules

Examining data

Using Views and Filters

Electronic Forms

Electronic Forms are ubiquitous Worth the effort to do properly

InfoPath normally on the client side (Office Enterprise or purchased separately)

InfoPath Forms Service offers server side control and management of the forms

○ No user client required

Design Once, use many times Shared controls, business logic, object model

Design Checker runs compatibility checks

Supports .Net code through VSTO

InfoPath Form Services

Data Connections - Access

A typical Access application, this time

linked to SharePoint

Data Connections - Browser

The Browser Editor links existing Lists to

Access databases

Excel spreadsheets

Data Connections - Designer

SharePoint Designer can link to

Data Edit Forms

Using wizards it is possible to create

easily editable data forms linked to an

Access legacy database

Web Parts for data filtering

All SharePoint Lists contain the facility to

filter information using Views

Set Criteria

Groups

Totalling

Conditional formatting

Views can be Public or Private

Private to the creator

Public to the web page users

Workflow example

Web Part Filters / Views

Demo

Data Binding and Web Part Views

MS Access 2007

Designed for integration into SharePoint

Lists

Links or Exports / Imports

But be prepared for major changes to field

properties when exporting to SharePoint

○ Lose Referential Integrity

○ Lose Input Masks

○ Lose Field Validation Rules

○ Data types not as rich

Access Link Wizard

Linking

Access links to a List

Exports a database table into a SharePoint

list and then links back

Refresh web browser to see changes

Use a Timer() event within Access to refresh

if required

Run queries, reports and forms as

normal

Relate SharePoint Lists to other tables

Access Import Wizard

Importing

Copy of original data held within the

Access database

Access Import wizard will try and create

Access Field types

Select required fields

Rename Field / Column names

Insert Access Field properties later

Demo

Linking and Exporting

Linking to SharePoint Lists from Access

Exporting to Access from SharePoint

Exporting to SharePoint from Access

Data Control

Dynamic updates from both

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This presentation is for informational purposes only.

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