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

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