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SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
SPSTC - SharePoint 2007 No Code App Slides
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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?<br />Donald Donais<br />
    • 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. 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</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. Getting Started with No-Code Applications<br />What does No-Code Application mean?<br />
    • 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. Key Terms<br /><ul><li>Web Parts
    • 8. Data Sources
    • 9. Excel & InfoPath Form Services
    • 10. KPI/ Dashboard/ Business Intelligence</li></ul>Data – Information – Knowledge – Wisdom<br /><ul><li>Metadata
    • 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. 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. 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. 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. Step by Step<br />
    • 16. Plan, Plan, Plan<br />Application<br />Management<br />Lifecycle<br />
    • 17. Answer These Questions!<br /><ul><li>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?</li></li></ul><li>What Needs to be Documented?<br /><ul><li>Business Processes
    • 23. Business Solution Owner
    • 24. Data Sources
    • 25. Required Metadata
    • 26. Access Requirements</li></li></ul><li>Where is the Data?<br />Stored Where!<br />
    • 27. DEMO<br />Creating and Connecting to Data<br />
    • 28. Reporting in SharePoint Designer!<br />
    • 29. Other Ways to Report Information<br /><ul><li>Key Performance Indicators
    • 30. Excel Services
    • 31. Report Center
    • 32. Workflow to connect data and people</li></li></ul><li>DEMO<br />REPORTING THE DATA <br />
    • 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. 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. 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. 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. 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. 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. 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. 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. Questions?<br />
    • 42. Thank you!<br />

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