2014 03-27 Share Point Portals

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2014 03-27 Share Point Portals

  1. 1. Thrive. Grow. Achieve. SharePoint 2010 Portals Edward McGovern 3/27/2014
  2. 2. TOPICS TO COVER OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT MAKE A SHAREPOINT SITE USEFUL. • Content Type • Metadata • Web Part Relationships and Views • Shared Calendars • Workflows/Event Receivers/ Time Jobs • Business Connectivity Services • Search • SQL Reporting Services Integration • Dashboards – Simple – Excel Services – Performance Point How to make Technology useful to your organization is to use all the tools provided. Presentation Title / Page 2
  3. 3. CONTENT TYPES CONTENT TYPE • What are Content Types – Templates – Metadata • Site versus List Content Types • Inheritance of Content Types • Using Content Types in web parts to manage how users enter information and flow of information (publishing). SharePoint is a Content Management System. Its core component is the content type. Presentation Title / Page 3
  4. 4. METADATA OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL IDENTIFIERS. • List Fields added to content • Terms Store • Adding Managed Metadata to Content • Adding Managed Metadata to Search Meta Data allows you to: • Classify • Organize • Find Presentation Title / Page 4
  5. 5. WEB PART RELATIONSHIPS AND VIEWS OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE. • Views are used to filter for security, functionality and relevance • Relating one web part to another (Daisy Chain) Relationships and Views work together to allow content to be shown to who should be seeing it at the time they need to see it. Presentation Title / Page 5
  6. 6. SHARED CALENDARS OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED. • Allows you to create a shared calendar for any content type or entity • Hooks into outlook and overlay Shared Calendars created in SharePoint, used in Microsoft Office Presentation Title / Page 6
  7. 7. WORKFLOWS, EVENT RECEIVERS, AND TIMED SERVICES OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT RECEIVERS AND TIMED SERVICES ARE USED. • Workflows – SharePoint out of box – SharePoint Designer – Visual Studio – Trigger when Update or Create an Item – Users can manually start • Event Receivers – Only Visual Studio – Can trigger when update, create, or delete, before or after or during the event. – Users cannot manually start • Timed Services – Can be scheduled to happen in SP Control flow and relationships (how content flows through system) Presentation Title / Page 7
  8. 8. BUSINESS CONNECTIVITY SERVICES BUSINESS CONNECTIVITY SERVICES: • Integrates completely with SharePoint. Can be combined with other data and SharePoint Data to extend and put new functions into your systems. SharePoint out of box – Simple to setup and use • Allows Users to Drill Down into related data and ask questions • SharePoint allows you to control access to data based on who you are. Filter based on Audience and user Pull data into SharePoint from other systems, use with other SharePoint Data. Presentation Title / Page 8
  9. 9. SHAREPOINT SEARCH OBJECTIVE:SHOW HOW SEARCH WORKS AND IS USED • Setup and use of search Flexible Search from flexible sources displayed flexibly Presentation Title / Page 9
  10. 10. SQL REPORTING SERVICES INTEGRATION OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT • Dashboard quality reports and drill downs • Built into SharePoint Real Time Reporting, pulling from any data source, uses windows authentication. Presentation Title / Page 10
  11. 11. FORM SERVICES OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND DOCUMENT LIBRARIES • Creating Content Types with InfoPath • Modifying List Forms with InfoPath Forms and InfoPath Presentation Title / Page 11
  12. 12. DASHBOARDS DASHBOARDS • Excel Services • Performance Point Presentation Title / Page 12

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