SharePoint Business Applicationsat your Fingertips          Avtex Consulting           Donald Donais
Donald DonaisAvtex IT Pro Consultant   ddonais@avtex.comBlog – Tales from IT Side   http://talesfromitside.wordpress.comTw...
Session Agenda•   What makes up a No Code Application?•   Crawl, Walk, Run Approach•   Business Process Management•   Appl...
WHAT MAKES UP A NO-CODEAPPLICATION?
No-Code Planning• Data   • SharePoint list   • InfoPath                      Reporting   • Database• Workflow   • OOB     ...
No-Code Application ApproachCrawl, Walk, Run…
Crawl• Out of the Box Features• Lists & Libraries• Content Types     Document Templates     Site Columns     Document I...
Walk• Connecting Web Parts• InfoPath Forms   Connecting to Content in SharePoint   Web Services Pulling User Profile• Sh...
Run• Database Connections   Business Data Connection – BDC (2007)   Business Connectivity Service - BCS (2010)• 3rd Part...
Things to consider when building                           Requirements                Optimize                  Design  A...
Fundamental Tools for SP2007• SharePoint 2007   Standard or Enterprise• InfoPath 2007   Ultimate or Professional Plus• B...
Fundamental Tools for SP2010• SharePoint 2010   Standard or Enterprise• Visio Services• Access Services• InfoPath 2010  ...
Fundamental Knowledge Needed•   Creating Lists and Form Libraries•   OOB Web Parts•   SharePoint Designer Data View Web Pa...
No-Code Application - Crawl
What Did We Do?• Created Custom List• Created SOW Content Type   Added Document Template   Added Columns – including loo...
No-Code Application - Walk
What Did We Do?• Connect Web Parts Together to display Info• Create Expense Report InfoPath Form     Connected to SOW Doc...
Q&A
www.SharePointMN.com•   Website for user group•   SharePoint resource documents•   SharePoint resource links•   RSS Feeds•...
References• InfoPath and User Profile Services   https://www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and-    u...
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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. 1. SharePoint Business Applicationsat your Fingertips Avtex Consulting Donald Donais
  2. 2. Donald DonaisAvtex IT Pro Consultant ddonais@avtex.comBlog – Tales from IT Side http://talesfromitside.wordpress.comTwitter @dondonais
  3. 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. 4. WHAT MAKES UP A NO-CODEAPPLICATION?
  5. 5. No-Code Planning• Data • SharePoint list • InfoPath Reporting • Database• Workflow • OOB Workflow • 3rd Party Vendor Data• Reporting • Views • Charts (2010) • SQL - SSRS
  6. 6. No-Code Application ApproachCrawl, Walk, Run…
  7. 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. 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. 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. 10. Things to consider when building Requirements Optimize Design Application Management Lifecycle Operate Build Deploy
  11. 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. 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. 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. 14. No-Code Application - Crawl
  15. 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. 16. No-Code Application - Walk
  17. 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. 18. Q&A
  19. 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. 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/

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