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Specializing in SharePoint, Exchange 2007, Vista, Windows 7, Server 2003, Windows XP, ITIL v2/v3
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
Getting Started with No-Code Applications What does No-Code Application mean?
Ultimately Will run into limitations! Eventually may need Developer/Coding help Time and place for No-Code and Developers within an Organization
Excel & InfoPath Form Services
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)
Foundation Elements What knowledge about InfoPath 2007 is needed? Forms Creation Data Connections and Filtering Views Conditional Formatting
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
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
Step by Step
Plan, Plan, Plan Application Management Lifecycle
Answer These Questions!
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?
What Needs to be Documented?
Business Solution Owner
Where is the Data? Stored Where!
DEMO Creating and Connecting to Data
Reporting in SharePoint Designer!
Other Ways to Report Information
Key Performance Indicators
Workflow to connect data and people
DEMO REPORTING THE DATA
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
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
What else? Where should it reside within SharePoint? Hierarchy within SharePoint Within the organization Apart of IT or the business
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
Resources SharePoint Microsoft SharePoint 2007 Unleashed – Michael Noel (author) SharePoint for End Users – sharepoint.microsoft.com/blogs/GetThePoint/default.aspx
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
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