SharePoint 2010 - Composites<br />No kool-aid<br />May 19, 2011<br />
Agenda<br />The Goal<br />What are SharePoint 2010 Composites?<br />The Problem: Project 11<br />The Solution: SharePoint ...
The Goal<br />Show you how you can use SharePoint 2010 Composites in your organization<br />Help you understand what does ...
What are SharePoint 2010 Composites?<br />The Problem: Project 11<br />IT has finite resources<br />Business Users have in...
What are SharePoint 2010 Composites?<br />The Problem: Project 11<br />Business Users still have needs<br />5<br /><ul><li...
    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</li></ul>CONTROL<br />Governance<br />Man...
What are SharePoint 2010 Composites?<br />The Solution: SharePoint 2010 Composites<br />Business Connectivity Services<br ...
How I see SharePoint 2010 Composites…<br />7<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />O...
What are SharePoint 2010 Composites?<br />No-code demos<br />Business Scenario: Business Development client management<br ...
What are SharePoint 2010 Composites?<br />Business Connectivity Services<br />“The Magic”<br />Data is the treasure, and B...
SharePoint lists
Excel data*
WCF/WS
.NET assembly
Custom Connector</li></ul>Connect Data to the Office suite<br />9<br />*Workbooks must be hosted in the same SharePoint 20...
What is SharePoint 2010 Excel Services?<br />Excel Services<br />You can publish Excel workbooks to SharePoint 2010 (not n...
Can’t author workbooks… just edit</li></ul>Data is refreshed on open<br />Excel Reports<br />Two forms of access to hosted...
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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.

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Transcript of "Sptf 2011 composites"

  1. 1. SharePoint 2010 - Composites<br />No kool-aid<br />May 19, 2011<br />
  2. 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 & Warnings<br />2<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  3. 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. 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. 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. 6. Copies of data not connected to enterprise data
  7. 7. Does not follow standards & quality measures
  8. 8. Performance???
  9. 9. Designed by business users (need I say more?)
  10. 10. Soon, the project becomes “mission critical”, and IT is asked to own it
  11. 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. 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. 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. 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 & Calendars keep track of what is going on<br />8<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  15. 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. 16. SharePoint lists
  17. 17. Excel data*
  18. 18. WCF/WS
  19. 19. .NET assembly
  20. 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. 21. What is SharePoint 2010 Excel Services?<br />Excel Services<br />You can publish Excel workbooks to SharePoint 2010 (not new…)<br />Host & edit Excel workbooks in SharePoint (… okay, that’s kinda cool)<br /><ul><li>User does not need to have Excel
  22. 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. 23. Web Service – programmatic access (very cool!)</li></ul>10<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  24. 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. 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. 26. Opens in InfoPath if it is installed</li></ul>12<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  27. 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. 28. Picture
  29. 29. ActiveX Controls
  30. 30. More… (http://msdn.microsoft.com/en-us/library/aa945450.aspx)</li></ul>13<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  31. 31. What is SharePoint 2010 Access Services?<br />Access Services<br />Publish data bases to the web<br />Tables, queries, forms, macros & reports are stored in SharePoint 2010<br />Data can be managed, analyzed & shared via web browser<br />14<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  32. 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. 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. 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. 35. Not all data types are supported
  36. 36. More… http://msdn.microsoft.com/en-us/library/ff402351.aspx</li></ul>16<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  37. 37. What is SharePoint 2010 Visio Services?<br />Workflows<br />Build SharePoint workflows in Visio & 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. 38. What can I do with it?<br />Visio Demo (two separate but awesome uses)<br />Workflow<br /><ul><li>New >> SharePoint Workflow Diagram
  39. 39. Build Diagram
  40. 40. Save as *.vwi (Visio Workflow Interchange)
  41. 41. Publish to SharePoint
  42. 42. Open in SharePoint Designer & configure workflow
  43. 43. Save from SharePoint Designer back to *.vwi</li></ul>Data Connected Diagram<br /><ul><li>Create Visio Diagram
  44. 44. Connect to External Data source
  45. 45. Associate data with shapes
  46. 46. Define visual representation of data
  47. 47. Publish to SharePoint</li></ul>18<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  48. 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 & status, not so good for changing data.<br />Can'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't connect to anything but tables (when connecting to SQL Server)<br />19<br />© 2011 Cogent Company. Proprietary and Confidential.<br />
  49. 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 & 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. 50. Questions?<br />21<br />© 2011 Cogent Company. Proprietary and Confidential.<br />Simon Saugier<br />simon.saugier@cogentcompany.com<br />
  51. 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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