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Sptf 2011 composites

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This was a presentation that Simon Saugier made at SharePoint TechFest on May 19, 2011 in Irving, TX. For more information, please see more about Cogent at www.cogentcompany.com.

This was a presentation that Simon Saugier made at SharePoint TechFest on May 19, 2011 in Irving, TX. For more information, please see more about Cogent at www.cogentcompany.com.

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Sptf 2011   composites Sptf 2011 composites Presentation Transcript

  • SharePoint 2010 - Composites
    No kool-aid
    May 19, 2011
  • Agenda
    The Goal
    What are SharePoint 2010 Composites?
    The Problem: Project 11
    The Solution: SharePoint 2010 Composites
    Composite Services
    What is it?
    What can I do with it?
    What can I not do with it?
    Gotchas & Warnings
    2
    © 2011 Cogent Company. Proprietary and Confidential.
  • The Goal
    Show you how you can use SharePoint 2010 Composites in your organization
    Help you understand what does and doesn’t work in Composites
    3
    © 2011 Cogent Company. Proprietary and Confidential.
  • What are SharePoint 2010 Composites?
    The Problem: Project 11
    IT has finite resources
    Business Users have infinite needs
    IT can only get to the “Top 10”
    What happens to Project 11?
    4
    © 2011 Cogent Company. Proprietary and Confidential.
  • What are SharePoint 2010 Composites?
    The Problem: Project 11
    Business Users still have needs
    5
    • They will try to solve the problem themselves, without IT’s help
    • Copies of data not connected to enterprise data
    • Does not follow standards & quality measures
    • Performance???
    • Designed by business users (need I say more?)
    • Soon, the project becomes “mission critical”, and IT is asked to own it
    • Now IT has a bigger problem than if they had just done it in the first place
    CONTROL
    Governance
    Management
    Centralization
    Consolidation
    Cost controls
    EMPOWERMENT
    Access
    Agility
    Adaptability
    Self-service
    Innovation
    © 2011 Cogent Company. Proprietary and Confidential.
  • What are SharePoint 2010 Composites?
    The Solution: SharePoint 2010 Composites
    Business Connectivity Services
    Excel Services
    InfoPath Services
    Access Services
    Visio Services
    6
    “SharePoint 2010 provides options to
    unlock enterprise data,
    create user-developed business solutions,
    and maintain organizational governance.”
    -Microsoft
    © 2011 Cogent Company. Proprietary and Confidential.
  • How I see SharePoint 2010 Composites…
    7
    Sites
    Communities
    Composites
    Content
    Insights
    One ring to bring them all
    And in the darkness bind them
    Search
    © 2011 Cogent Company. Proprietary and Confidential.
  • What are SharePoint 2010 Composites?
    No-code demos
    Business Scenario: Business Development client management
    Don’t want to spend a bundle on CRM tools
    Managing client data in SharePoint lists
    Workflows, Task Lists & Calendars keep track of what is going on
    8
    © 2011 Cogent Company. Proprietary and Confidential.
  • What are SharePoint 2010 Composites?
    Business Connectivity Services
    “The Magic”
    Data is the treasure, and Business Connectivity Services is the key
    Read/Write access
    External data sources
    • SQL Server DB
    • SharePoint lists
    • Excel data*
    • WCF/WS
    • .NET assembly
    • Custom Connector
    Connect Data to the Office suite
    9
    *Workbooks must be hosted in the same SharePoint 2010 site
    © 2011 Cogent Company. Proprietary and Confidential.
  • What is SharePoint 2010 Excel Services?
    Excel Services
    You can publish Excel workbooks to SharePoint 2010 (not new…)
    Host & edit Excel workbooks in SharePoint (… okay, that’s kinda cool)
    • User does not need to have Excel
    • Can’t author workbooks… just edit
    Data is refreshed on open
    Excel Reports
    Two forms of access to hosted workbooks
    • Web UI – online edit
    • Web Service – programmatic access (very cool!)
    10
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I not do with it?
    What Excel Services can’t do…
    Can’t create workbooks
    Doesn’t support Data Validation
    Can’t create new tabs
    Can’t edit charts
    Web UI is really just for viewing and editing Excel Workbooks
    11
    © 2011 Cogent Company. Proprietary and Confidential.
  • What is SharePoint 2010 InfoPath Services?
    InfoPath Services (pretty much the same as in SP 2007)
    Form is automatically created for all SharePoint lists
    Can publish user-created InfoPath forms directly to SharePoint 2010
    • Opens in browser if user does not have InfoPath installed
    • Opens in InfoPath if it is installed
    12
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I not do with it?
    What InfoPath Services can’t do…
    Forms requiring Full-Trust must be published by an Administrator
    Forms with custom code require a more advanced deployment process
    Many InfoPath components not supported in browser
    • Combo Box
    • Picture
    • ActiveX Controls
    • More… (http://msdn.microsoft.com/en-us/library/aa945450.aspx)
    13
    © 2011 Cogent Company. Proprietary and Confidential.
  • What is SharePoint 2010 Access Services?
    Access Services
    Publish data bases to the web
    Tables, queries, forms, macros & reports are stored in SharePoint 2010
    Data can be managed, analyzed & shared via web browser
    14
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I do with it?
    Access Services Demo
    Import Access database into SharePoint 2010
    Change data in SharePoint list
    Change data in Access 2010
    And now for the suffering…
    15
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I not do with it?
    What Access Services can’t do…
    Can’t use Access web database lists in Workflows (?!?) or SharePoint Designer
    • http://support.microsoft.com/kb/2528459
    • … but Access Macros are turned into Workflows
    Can’t edit Access Services sites in SharePoint Designer
    Can’t use the site layout for the Access Services site
    Can’t include VBA code – but you can use Access Macros
    Some aspects of Access are unsupported in Web databases
    • Several Form Events are not supported in Web databases
    • Not all data types are supported
    • More… http://msdn.microsoft.com/en-us/library/ff402351.aspx
    16
    © 2011 Cogent Company. Proprietary and Confidential.
  • What is SharePoint 2010 Visio Services?
    Workflows
    Build SharePoint workflows in Visio & publish to SharePoint 2010
    Illustrate workflows in SharePoint
    Diagrams
    Publish data-connected to SharePoint 2010
    View diagrams in-browser
    Refresh data associated with diagrams via BCS
    17
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I do with it?
    Visio Demo (two separate but awesome uses)
    Workflow
    • New >> SharePoint Workflow Diagram
    • Build Diagram
    • Save as *.vwi (Visio Workflow Interchange)
    • Publish to SharePoint
    • Open in SharePoint Designer & configure workflow
    • Save from SharePoint Designer back to *.vwi
    Data Connected Diagram
    • Create Visio Diagram
    • Connect to External Data source
    • Associate data with shapes
    • Define visual representation of data
    • Publish to SharePoint
    18
    © 2011 Cogent Company. Proprietary and Confidential.
  • What can I not do with it?
    What Visio Services can’t do…
    Each shape in Visio is assigned to a row of data. Good for monitoring & status, not so good for changing data.
    Can't connect to Access data sources
    Excel workbook data sources must be hosted on the same SharePoint site
    Pivot Diagrams and Timelines cannot connect to data sources
    Can't connect to anything but tables (when connecting to SQL Server)
    19
    © 2011 Cogent Company. Proprietary and Confidential.
  • Conclusions
    When should I use Composites?
    If you have simple business problems that lend themselves well to out-of-the box SP 2010 capabilities
    Migrate existing applications that comply with SharePoint 2010 Composite requirements
    If your IT team is understaffed & your business users are Office Power Users
    When should I not?
    If you don’t have SharePoint 2010 Enterprise
    If you don’t have Professional/Premium version of Office products
    If your solutions require custom code (but composites are a good place to start)
    Migrate existing applications that do not comply with SharePoint 2010 Composite requirements
    20
    © 2011 Cogent Company. Proprietary and Confidential.
  • Questions?
    21
    © 2011 Cogent Company. Proprietary and Confidential.
    Simon Saugier
    simon.saugier@cogentcompany.com
  • Links
    Visio Services - workflows
    http://blogs.msdn.com/b/visio/archive/2009/11/23/sharepoint-workflow-authoring-in-visio-premium-2010-part-1.aspx
    http://blogs.msdn.com/b/visio/archive/2010/01/19/sharepoint-workflow-authoring-in-visio-premium-2010-part-2.aspx
    Access Services
    http://msdn.microsoft.com/en-us/library/ff402351.aspx
    InfoPath Services
    http://msdn.microsoft.com/en-us/library/ms540731.aspx
    http://msdn.microsoft.com/en-us/library/aa945450.aspx
    Excel Services
    http://blogs.technet.com/b/ppsdocteam/archive/2009/04/29/report-building-with-excel-services.aspx
    SharePoint Development
    http://msdn.microsoft.com/en-us/sharepoint/ee513147.aspx
    22
    © 2011 Cogent Company. Proprietary and Confidential.