SharePoint Developer Education Day Palo Alto

SharePoint for Developers Lynn Langit Developer Evangelist Microsoft http://blogs.msdn.com/SoCalDevGal

About me Foundations of SQL Server 2005 Business Intelligence (APress) SharePoint Architect SharePoint Instructor MSDN Developer Evangelist

What Will We Cover?
SharePoint Developer Platform
Dev setup, tools, templates
Container Objects & Metadata
Templates, sites, collections, pages, content types
User Objects
Web parts, Lists, Libraries, Workflows, InfoPath
Data & Security
SSP, BDC, Excel Services

Schedule
Session 1- 9 am to 10 am
Session 2 – 10:15 to 12
Lunch – 12 to 1pm
Session 3 – 1 pm to 2:15 pm
Session 4 – 2:30 to 4:00 pm
Giveaways & Wrap Up

Convergence SharePoint Portal Server 2001 SharePoint Team Services “v1” Content Management Server 2002 SharePoint Portal Server 2003 Windows SharePoint Services “v2” Windows SharePoint Services v3 Office SharePoint Server 2007

Portals for everyone

2007 Office System Capabilities Fundamentals Enterprise Content Management Business Intelligence Communication and Collaboration Individual Impact

SharePoint Functional Architecture Operating System Services Platform Services Applications and Services Collaboration Portal Search Content Management Business Processes Business Intelligence Shared Services Security Site Model Extensibility Deployment Management Storage ASP . NET Database Services Search Services Workflow Services

ECM in SharePoint Server 2007 ECM Components Records Management Web Content Management Forms Management Document Management User Interface Microsoft Office Web browsers 3 rd -party apps Unified Stora ge Architecture Unified Services Workflow Metadata Policies Search Security IRM Collab Library Svcs .

Portal Development Areas Portal Sites People and Expertise Search My Site Targeting and Personalization Profile Store Improvements

Search Customization Enterprise search Top results on first page Revamped ranking engine

What is SharePoint?

SharePoint Developer Environment
Within SharePoint
Re-use existing items
Change default items
Extend default items
Re-use customized items
Wire-ups – data, forms, workflows, more

SharePoint as a developer platform

Windows Server 2003 or 2008
IIS 6.0 or 7.0
WSS 3.0
Database
SQL WMSDE or SQL Server
SharePoint Server
(Usually) Virtual Server or PC
(Usually) Office Professional 2007
(Usually) Visual Studio 2005 or 2008
SPS Developer Environment

Part of the Office Suite
ASP.NET 2.0 support
Tool for Web designers for ASP.NET 2.0
Great design and development experience with Expression Web and Visual Studio 2005
Deep support for popular data technologies, such as XML, XSLT and RSS
Built-in ASP.NET development server
SPS Designer Developer Environment

SharePoint Designer HTML Controls
standard HTML controls
Form Controls

SharePoint Designer ASP.NET 2.0 Controls
Standard
Data
Validation
Navigation
Login
Web Parts

SharePoint Designer SharePoint Controls
Data View Controls
Server Controls based on current site
Page Fields (publishing)
Content Fields (publishing)

SharePoint Designer Editing a SharePoint site
Open site
Enter credentials
Work with pages & content!

Working with SharePoint Designer

VS and SPS
Downloads
.NET framework 3.0
VSTO (version 2)
Visual Studio 2005/8 Designer for Windows Workflow Foundation
Windows SharePoint Services 3.0 Tools: Visual Studio 2005/8 Extensions
WSS SDK
Enterprise Content Management (ECM) Starter Kit (template for SharePoint workflows)
Included in SharePoint SDK

VS and SPS – other resources
Downloads
CodePlex
Community Kit
Forms-authentication toolkit
LINQ to CAML
MSDN
Web Service documentation
Fantastic 40, more…
Blogs
SharePoint Team Blog
Lynn’s blog

Working inside Visual Studio

15 minute break

What Will We Cover?

What are the fantastic 40?

SPS Sites & Templates are…
Containers for UI (web pages which contain web parts)
Containers for business logic (workflows)
Containers for data display (internal and external)
Containers for groups of sites (collections)
Automatically added to navigation
Automatically security trimmed

SPS Pages are…
Containers for UI (web pages which contain web parts)
Containers for business logic (workflows)
Containers for data display (internal and external)
ASP.NET 2.0 compatible
Automatically added to navigation

Sites, Site Collections, Templates

What is a Content Type?
Information about content
Metadata (columns)
Strongly typed
inheritable
Defined using XML
Site admin tools or programmatically
Available globally

Why use Content Types?
Reusable – multiple libraries
Inheritable – from base types
Strongly typed
Securable
Scoped to the site
Can be based on internal or external data
Supports standard taxonomy implementation

Profile Properties
A special kind of content type
Extendable
Mapped to Active Directory (LDAP) – default provider

Working with Content Types

1-hr lunch break

What Will We Cover?

What is a Web Part?
UI for SharePoint or ASP.NET 2.0 page
Reusable ‘chunk’ of content
Like a ‘smart ‘.ascx’ file
Displays XML, formats via XSLT

Lists – the core web part type
Rows and Columns of strongly typed data
Most basic web part
Can create, customize, extend, create from Excel
Views not Folders – expose Metadata intelligently

Libraries – specialty web parts
Libraries vs. Lists
Library characteristics
Metadata
Views
Documents
Pictures
Forms

3 types of libraries in SharePoint

Libraries - advanced
Base document type(s)
Custom metadata
Content Types
Re-package library as content type (feature)
Permissions
Menu options
Workflow

Customizing libraries inside of SharePoint

Why use Web Parts?
Reusable – multiple sites, pages, libraries
Inheritable – from base types
Strongly typed
Securable
Security-trimmed by default
Customizable by authorized users
Public properties
Connectable (can pass data for filtering)

How end users use Web Parts?
Customize on page
Simple or Advanced properties
Add to page from gallery
Simple or Advanced view
Create pages or sites from templates
Templates can include web parts

Web Parts in action

How to get Web Parts?
Download – free or purchase
Customize existing from within SharePoint
Create from with SharePoint
Create using SharePoint Designer
Create using Visual Studio

Using Visual Studio for Web Part Development
Use ASP.NET template
Use Toolbox section for Web Parts
WebPartManager or SharePointWebPartManager
WebPartZone
More

How to create Web Parts in Visual Studio

Typical Deployment steps
Create web part
Copy to in or GAC
Set Web.config trust level
Add Web.config entry for SafeControls
Add .webpart file (gallery browsing)
Test webpart on a page

What’s a Feature?
Reusable chunk of content for SharePoint
Can be scoped to site or subset of site
Examples
Content Type
List
Workflow
Web part

How to implement features
add subfolder with a Feature definition within Features setup directory
includes Feature.xml
defines the base properties of the Feature & lists elements bound to it
Work with features
Via SharePoint UI
Using Stsadm.exe
Using the SharePoint object model

Deploying Web Parts as Features

What is InfoPath?
RAD form-design application
Data binding options
Included controls
Sophisticated security
Integration w/ Active Directory and more
Included with Office xxx version
Based on XML – embeddable in ASP.NET
Many deployment options

Using & Customize InfoPath forms

How do I create a Form?
Customize a sample
Based on a XSD schema
Based on a relational data source
Based on a web service
Using Visual Studio

Create a Form – using various methods

Form deployment
File (shared folder)
Web site
SharePoint library
Other

Form deployment

Forms Services in SharePoint
Configuring the SSP
Shared Services Provider
Security considerations
Deploying the form
Using the form via SharePoint libraries

Deploying to forms services

Advanced capabilities
Tablet (ink) support
Digital signatures
Attachments
SharePoint workflows

What is a Workflow?
Unit of Business Logic
Contains Activities
Contains cancel & fault handlers
Based on Windows Workflow in .NET 3.0
Visually Designed
XOML – uncompiled –OR--
.NET language - compiled

Why use Workflows?
Reusable – multiple sites, pages, libraries
Inheritable – from base workflows
Visually documented
Capture business logic
Customizable by authorized users
Public properties

How end users use Workflows?
Automatic invocation –OR-
Office, i.e. Word, etc…
SharePoint document library
Manual invocation
Can associate multiple workflows with single document or library

Workflows in action

How to get Workflows?
Download – free or purchase
Customize existing from within SharePoint
Create from with SharePoint
Create using SharePoint Designer
Create using Visual Studio

Limits of SharePoint Designer for Workflow Development I
Workflow is associated to one list or library only
Can NOT package as a feature
Sequential Workflows only
Designing State Machine Workflows not supported

Limits of SharePoint Designer for Workflow Development II
Designing custom Activities not supported
Debugging not supported
Does not support all form types, i.e. InfoPath, etc…
Uses XOML – no code behind (beside)

Using SharePoint Designer for Workflow Development
Customize existing SharePoint workflows
Create new workflows
Use Workflow Designer Wizard
Creates XOML file

Creating Workflows in SharePoint Designer

Using Visual Studio for Workflow Development
Workflow templates
Visual Studio templates
Sequence or State Machine (Library or Console application)
SharePoint Sequence or State Machine Library
Activity Library

State Machine vs. Sequential?
Sequential == known, one-way flow, i.e. A, then B, then C, etc…
Machine processes
State == states, looping possible, i.e. meal is ordered, meal is cooked, meal is sent back, meal is updated
Human processes

Workflows in Visual Studio I
Code-behind workflows in C# or VB.NET
Both sequential or state workflows
Can include workflow modifications
Can use custom activities
Debugging available

Workflows in Visual Studio II
Workflows as templates
Can be bound to multiple locations
Can use any form type
ASP forms, InfoPath, etc…
Packaged as a feature

How to create Workflows in Visual Studio

15 minute break

What Will We Cover?

What is the BDC?
Shared Service for MOSS allowing back-end data to be used in MOSS sites
No code integration
XML metadata file
Application Definition File (ADF)
MOSS designed to integrate
Web parts, lists, search and more

Why use the BDC?
RAD – no code connections to data sources
Back-end data can be integrated into MOSS sites
Strongly typed
Securable
Scoped to the site

What does it look like?

Using BDC content from AdventureWorks 2000

What is an ADF?
Metadata about data source
Similar to, but not the same as, an XSD schema
Required, formal structure
Includes sophisticated security model (for example 5 methods of authentication supported and checkAccess() for security trimming)
Samples on MSDN

Create the ADF – hard way
Manual XML
copy BdcMetadata.XSD from < Root >Program FilesMicrosoft Office Servers12.0Bin to your working folder
Then point the SchemaLocation attribute in the XML file to the schema location
The use VS Intellisense

Create the ADF – easy way
Download a free ADF generator tool, such as Todd Baginski’s tool at http://www.sharepointblogs.com/tbaginski/archive/2006/07/16/9259.aspx
Connect to your data source
Generate the ADF
Review the ADF for correctness

Create an ADF for the BDC

Configure the BDC
Configure the SSP for the site
Use the ADF file to set up the BDC connection
Use a web part to test

Configure the ADF for the BDC

BDC in MOSS
Works with web parts
Works with lists & user profiles(i.e. add meta data)
Works with custom search (i.e. search for meta data)
Works with actions (i.e. update source data, etc…)

Working with BDC data in MOSS

Session Summary
Understand the new paradigm
Use libraries not folders
Taxonomies / metadata is key
Exploit views
Educate end users
Explore SharePoint itself first, then SPD, then VS

Lynn Langit Developer Evangelist Microsoft Corporation http://blogs.msdn.com/SoCalDevGal

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SharePoint Developer Education Day Palo Alto

by llangit on Feb 15, 2008

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SharePoint Developer Education Day Palo Alto Presentation Transcript