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What is No-Code Application with SharePoint?<br />Donald Donais<br />
Donald Donais<br />Technical Educator -  Benchmark Learning<br />Website: www.benchmarklearning.com<br />Email: ddonais@be...
Specializing in SharePoint, Exchange 2007, Vista, Windows 7, Server 2003, Windows XP, ITIL v2/v3
Springboard Series Technical Expert Panel (STEP) for Windows 7</li></li></ul><li>Agenda<br />Getting Started with No-Code ...
Getting Started with No-Code Applications<br />What does No-Code Application mean?<br />
Ultimately<br />Will run into limitations!<br />Eventually may need Developer/Coding help<br />Time and place for No-Code ...
Key Terms<br /><ul><li>Web Parts
Data Sources
Excel & InfoPath Form Services
KPI/ Dashboard/ Business Intelligence</li></ul>Data – Information – Knowledge – Wisdom<br /><ul><li>Metadata
Workflow</li></li></ul><li>Foundation Elements<br />What is needed to create an Application?<br />InfoPath 2007<br />Share...
Foundation Elements<br />What knowledge about InfoPath 2007 is needed?<br />Forms Creation<br />Data Connections and Filte...
Foundation Elements<br />What kind of knowledge about SharePoint 2007 is needed?<br />InfoPath Form Services (MOSS 2007 En...
Foundation Elements<br />What kind of knowledge about SharePoint Designer 2007 is needed?<br />Data View Web Parts<br />Da...
Step by Step<br />
Plan, Plan, Plan<br />Application<br />Management<br />Lifecycle<br />
Answer These Questions!<br /><ul><li>What metadata is needed?
Are there forms already created?
Does the data already exist?
What business workflows are already established and documented?
What metrics, data, or knowledge is needed for a particular business unit?
Who will support this business solution?</li></li></ul><li>What Needs to be Documented?<br /><ul><li>Business Processes
Business Solution Owner
Data Sources
Required Metadata
Access Requirements</li></li></ul><li>Where is the Data?<br />Stored Where!<br />
DEMO<br />Creating and Connecting to Data<br />
Reporting in SharePoint Designer!<br />
Other Ways to Report Information<br /><ul><li>Key Performance Indicators
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SPSTC - SharePoint 2007 No Code App Slides

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SharePoint Saturday Twin Cities - SharePoint 2007 No Code Application

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  • Create connections to data in SPD 2007
  • Transcript of "SPSTC - SharePoint 2007 No Code App Slides"

    1. 1. What is No-Code Application with SharePoint?<br />Donald Donais<br />
    2. 2. Donald Donais<br />Technical Educator - Benchmark Learning<br />Website: www.benchmarklearning.com<br />Email: ddonais@benchmarklearning.com<br />Blog: http://talesfromitside.wordpress.com<br />Twitter: @dondonais<br /><ul><li>MCT, MCSE, MCSA, MCTS – Exchange and Vista, MCITP
    3. 3. Specializing in SharePoint, Exchange 2007, Vista, Windows 7, Server 2003, Windows XP, ITIL v2/v3
    4. 4. Springboard Series Technical Expert Panel (STEP) for Windows 7</li></li></ul><li>Agenda<br />Getting Started with No-Code Applications<br />Foundational Elements<br />Creating and Connecting to Data<br />Reporting the Data<br />Recap: No-Code Application Creation<br />
    5. 5. Getting Started with No-Code Applications<br />What does No-Code Application mean?<br />
    6. 6. Ultimately<br />Will run into limitations!<br />Eventually may need Developer/Coding help<br />Time and place for No-Code and Developers within an Organization<br />
    7. 7. Key Terms<br /><ul><li>Web Parts
    8. 8. Data Sources
    9. 9. Excel & InfoPath Form Services
    10. 10. KPI/ Dashboard/ Business Intelligence</li></ul>Data – Information – Knowledge – Wisdom<br /><ul><li>Metadata
    11. 11. Workflow</li></li></ul><li>Foundation Elements<br />What is needed to create an Application?<br />InfoPath 2007<br />SharePoint MOSS 2007 (Standard or Enterprise)<br />SharePoint Designer 2007 (Workflow)<br />
    12. 12. Foundation Elements<br />What knowledge about InfoPath 2007 is needed?<br />Forms Creation<br />Data Connections and Filtering<br />Views<br />Conditional Formatting<br />
    13. 13. Foundation Elements<br />What kind of knowledge about SharePoint 2007 is needed?<br />InfoPath Form Services (MOSS 2007 Enterprise)<br />Creating Lists and Form Libraries<br />OOB Web Parts<br />Excel Services<br />Web Services<br />BDC Definition File<br />BDC Editor, MetaMan, MOSS BDC Design Studio<br />
    14. 14. Foundation Elements<br />What kind of knowledge about SharePoint Designer 2007 is needed?<br />Data View Web Parts<br />Data Source Connections<br />Connecting Web Parts<br />Workflow creating and editing<br />
    15. 15. Step by Step<br />
    16. 16. Plan, Plan, Plan<br />Application<br />Management<br />Lifecycle<br />
    17. 17. Answer These Questions!<br /><ul><li>What metadata is needed?
    18. 18. Are there forms already created?
    19. 19. Does the data already exist?
    20. 20. What business workflows are already established and documented?
    21. 21. What metrics, data, or knowledge is needed for a particular business unit?
    22. 22. Who will support this business solution?</li></li></ul><li>What Needs to be Documented?<br /><ul><li>Business Processes
    23. 23. Business Solution Owner
    24. 24. Data Sources
    25. 25. Required Metadata
    26. 26. Access Requirements</li></li></ul><li>Where is the Data?<br />Stored Where!<br />
    27. 27. DEMO<br />Creating and Connecting to Data<br />
    28. 28. Reporting in SharePoint Designer!<br />
    29. 29. Other Ways to Report Information<br /><ul><li>Key Performance Indicators
    30. 30. Excel Services
    31. 31. Report Center
    32. 32. Workflow to connect data and people</li></li></ul><li>DEMO<br />REPORTING THE DATA <br />
    33. 33. What else?<br />How should this tie into current Business process?<br />Basis for No-Code App should be Business Process<br />Interview the process owners<br />Figure out the process inputs and outputs<br />Who are the Stakeholders<br />
    34. 34. What else?<br />Who is going to support the application when it is completed?<br />If IT is not involved who will support?<br />What parts of the Application are IT related and which are not?<br />Service Level Agreements should be in place to determine<br />
    35. 35. What else?<br />Where should it reside within SharePoint?<br />Hierarchy within SharePoint<br />Within the organization<br />Apart of IT or the business<br />
    36. 36. What Changes in SharePoint 2010?<br /><ul><li>Added or improved features include</li></ul>PerformancePoint Service<br />Business Connectivity Service<br />InfoPath 2010<br />InfoPath Form Web Part<br />PowerPivot for SharePoint<br />SharePoint Workspaces 2010<br />
    37. 37. Resources<br />SharePoint<br />Microsoft SharePoint 2007 Unleashed – Michael Noel (author)<br />SharePoint for End Users – sharepoint.microsoft.com/blogs/GetThePoint/default.aspx<br />
    38. 38. Resources<br />SharePoint Designer<br />SharePoint Designer Team Blog – blogs.msdn.com/sharepointdesigner/<br />Office SharePoint Designer 2007 Step by Step – Penny Coventry<br />Professional Microsoft Office SharePoint Designer 2007 – WROX Publishing<br />
    39. 39. Resources<br />InfoPath 2007<br />Pro InfoPath 2007 – Philo Janus: Apress Publishing<br />InfoPath Dev – www.infopathdev.com/default.aspx<br />InfoPath Team Blog – blogs.msdn.com/infopath/default.aspx<br />
    40. 40. Resources<br />BDC Editing Tools<br />SharePoint 2007 SDKhttp://tinyurl.com/SharePoint07SDK<br />BDC MetaManhttp://tinyurl.com/BDCMetaMan<br />MOSS BDC Design Studiohttp://tinyurl.com/MOSSBDCDS<br />
    41. 41. Questions?<br />
    42. 42. Thank you!<br />
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