TechFuse 2012: SharePoint business applications at your fingertips
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Learn about the "No-Code" application approach and things to consider when building. Presented by Don Donais.
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TechFuse 2012: SharePoint business applications at your fingertips
- 1. SharePoint Business Applications at your Fingertips Avtex Consulting Donald Donais
- 2. Donald Donais Avtex IT Pro Consultant ddonais@avtex.com Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais
- 3. Session Agenda • 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
- 4. WHAT MAKES UP A NO-CODE APPLICATION?
- 5. No-Code Planning • Data • SharePoint list • InfoPath Reporting • Database • Workflow • OOB Workflow • 3rd Party Vendor Data • Reporting • Views • Charts (2010) • SQL - SSRS
- 6. No-Code Application Approach Crawl, Walk, Run…
- 7. 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
- 8. 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)
- 9. 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
- 10. Things to consider when building Requirements Optimize Design Application Management Lifecycle Operate Build Deploy
- 11. Fundamental Tools for SP2007 • SharePoint 2007 Standard or Enterprise • InfoPath 2007 Ultimate or Professional Plus • Business Data Connection – BDC Enterprise • SharePoint Designer 2007
- 12. 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
- 13. 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
- 14. No-Code Application - Crawl
- 15. 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
- 16. No-Code Application - Walk
- 17. 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
- 18. Q&A
- 19. www.SharePointMN.com • Website for user group • SharePoint resource documents • SharePoint resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • info@sharepointmn.com www.sharepointmn.com
- 20. References • 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-designing-and-customizing-workflows-HA101859249.aspx • User Profile Web Service Issue and Workaround http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath- and-user-profile-web-service-issues/