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Going offline with share point workspace

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SharePoint Workspace slide deck from SharePoint Saturday Brisbane

SharePoint Workspace slide deck from SharePoint Saturday Brisbane

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  • Incremental changes to the file, not the full file is synced.
  • We ask for it all at first – the lists themselves, schema, views, and the actual content.Then, on an ongoing basis, we just get changes for the content.This is a tip then – you cannot change the site itself from the client -
  • Enhacements come SP1
  • Sync a Site – Project WhistlerNew DocumentsCheck in / Check OutContent Types

Going offline with share point workspace Going offline with share point workspace Presentation Transcript

  • Taking SharePoint Offline with SharePoint Workspace
    Joshua Haebets
    Principal SharePoint Consultant
    Evolve Information Services
  • Sponsors
  • Session Overview
    SharePoint Workspace Overview
    How does it work – the sync experience
    Working with LOB Data
    Working with InfoPath
    Demo’s along the way
  • What is SharePoint Workspaces
    SPWS is the client for SharePoint 2010
    Manage all collaborative information
    Documents
    List Items
    Full experience only compatible with SharePoint 2010, classic workspace for MOSS / WSS
    4
  • Connecting to SharePoint
    SPWS connects to SharePoint the same way your users do
    No need for additional firewall rules
    It detects alternate access mappings
    Connecting to a site is simple
    5
  • Sync
    If workspace is open, sync is every 10 minutes
    If workspace is closed, sync happens every 20 minutes
    Client side edits are uploaded immediately
    List items changes, only the list is checked not the entire workspace
    6
  • Sync ModelDownload v. upload
    SharePoint
    Server 2010
    List of lists
    Schema
    Views
    Content
    Content
    SharePoint
    Workspace 2010
  • Sync Capacity
    Lists
    30,000 items
    Documents Capacity
    0 – 500 : no issues
    501 – 1800 : single warning at start of client
    1800 : Headers only mode
    Note these are approximate
    Future…
  • Sync Capacity
    500
  • Item Access
    Whenever a file is opened, a check is done with the server for a more recent version
    Only happens if online
    10
  • Why use SPW
    Low bandwidth
    Users are mobile – on the road
    Drive adoption of SharePoint
  • Administration
    Administrators / Site Owners can prevent content from be taken offline
    12
  • Limitations
    Full experience only with SharePoint 2010
    SharePoint works with classic workspace
    Limit of sync to 30,000 items in a list
    500 Documents
    13
  • Conflict Management
    Backstage allows you to see who is editing the item at the same time
    Changes to Office documents can be merged
    Other files resolve conflicts same as 2007, (1) in filename (PDF etc)
    14
  • Using SPWS
    Rich Client
    Drag and Drop files
    Fluent UI
    Alert when items change
    At the workspace level
    Follow the trail to the changed item
    User can set how many alerts they get
    Search is integrated with Desktop Search
    15
  • List Features
    All metadata is copied to the workspace
    Content types are available within SPW
    List views are available in SPW, including public and private views
    Check is made with the server every time an item is opened
    16
  • Document Libraries
    Check In / Check Out
    Version control
    Full metadata
    Check document backstage, shows other users editing the file
    Save to Workspace shortcut within Office
    17
  • Demo
    Working with Lists and Document Libraries in SharePoint Workspace
  • Business Connectivity Services
    Previously BDC
    Connect to external datasources;
    Databases (SQL, Oracle, Postgres)
    Web Services
    .Net Connectivity Assemblies
    Custom data sources
    BCS in 2010 gives you the ability to post back to LOB systems
    Also available in WSF
  • BDC v’s BCS
    BDC
    MOSS Enterprise
    Only
  • BDC v’s BCS
    BCS
    Available in WSF
  • Demo
    Creating BCS Connections using SharePoint Designer
  • InfoPath
    List form changes are available in SPWS
    Create a rich form experience users can take offline
  • List Form or InfoPath?
    You can now customise list forms using InfoPath
    This is in SPS only
    Which scenario to use?
  • Use a list form
    You want to quickly get started building InfoPath forms on SharePoint
    You need to use your form offline with SharePoint Workspace
    You want to filter your SharePoint list based on a person or group
    You would like to use the built-in display / edit views
    From the InfoPath team blog
  • Use a form library when
    You have repeating or nested data
    You are working from a predefined industry or complex schema
    Your form needs to be digitally signed
    You need code in your form
    Your form is not hosted in SharePoint or you need to store results as an XML document
    From the InfoPath team blog
  • Demo
    Customising list forms using InfoPath
  • Summary
    LOB Data
    Combine BCS with InfoPath and you have an offline client to your existing LOB applications
  • Demo
    Bringing it all together. BCS and List forms in SharePoint Workspace.
  • Summary
    Users can now work with SharePoint content anywhere
    IT can provide an stable offline solution
    Security is maintained
    LOB data can be taken offline, edit and synced
    Can now build offline applications with SharePoint
  • Questions
    Contact
    Joshua.haebets@evolve-is.com.au
    Slideshare
    http://www.slideshare.net/jhaebets
    www.linkedin.com/in/jhaebets
    31
  • Platinum Sponsor
    Gold Sponsors
    Community Conference for business and technical users. - Bring your whole SharePoint Team to THE SharePoint event of 2010
    Organised and hosted by members of the Australian and New Zealand SharePoint user group community
    • SharePoint 2007 & 2010 Content
    • TWO days of networking and learning
    • Expert International & Local Speakers
    • Over 40 sessions across three tracks covering business, technical & real world case studies
    • Every delegate gets a FREE hosted SharePoint 2010 site
    Media Sponsor
    Silver Sponsors
    Bronze Sponsors
    n Hilton, Sydney n June 16 and 17
    n $650 plus GST n Group Discounts
    www.sharepointconference.com.au
  • Sponsors