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SPSTC - SharePoint 2007 No Code App Slides

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SharePoint Saturday Twin Cities - SharePoint 2007 No Code Application

SharePoint Saturday Twin Cities - SharePoint 2007 No Code Application

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  • Create connections to data in SPD 2007
  • Transcript

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