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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.