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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

SPSTC - SharePoint 2007 No Code App Slides SPSTC - SharePoint 2007 No Code App Slides Presentation Transcript

  • What is No-Code Application with SharePoint?
    Donald Donais
  • 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
    • 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
  • Key Terms
    • Web Parts
    • Data Sources
    • Excel & InfoPath Form Services
    • KPI/ Dashboard/ Business Intelligence
    Data – Information – Knowledge – Wisdom
    • Metadata
    • Workflow
  • 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 Processes
    • Business Solution Owner
    • Data Sources
    • Required Metadata
    • Access Requirements
  • Where is the Data?
    Stored Where!
  • DEMO
    Creating and Connecting to Data
  • Reporting in SharePoint Designer!
  • Other Ways to Report Information
    • Key Performance Indicators
    • Excel Services
    • Report Center
    • 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
  • Resources
    BDC Editing Tools
    SharePoint 2007 SDKhttp://tinyurl.com/SharePoint07SDK
    BDC MetaManhttp://tinyurl.com/BDCMetaMan
    MOSS BDC Design Studiohttp://tinyurl.com/MOSSBDCDS
  • Questions?
  • Thank you!