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TechFuse 2012: SharePoint business applications at your fingertips
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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.

Learn about the "No-Code" application approach and things to consider when building. Presented by Don Donais.

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  • 1. SharePoint Business Applicationsat your Fingertips Avtex Consulting Donald Donais
  • 2. Donald DonaisAvtex IT Pro Consultant ddonais@avtex.comBlog – Tales from IT Side http://talesfromitside.wordpress.comTwitter @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-CODEAPPLICATION?
  • 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 ApproachCrawl, 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/

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