Session 5-SharePoint with Office-Donovan Follette

Integrating SharePoint 2010with Office 2010
Donovan Follette
Technical Evangelist
Microsoft Corporation

Agenda

SharePoint as a Solution Platform
Custom Site/List Def
Code Based Workflows
Custom Web Parts
Event Receivers
Ribbon UI Customization
Custom Branding
Rules-Based Workflows
Data View Web Parts
Theming
Page Layouts
LOB Data Integration
Site Templates
User Customizations
Custom Lists
Out of the Box
Declarative
Custom

Excel & Excel Services
New REST API
Enables embedding of ranges and charts contained in a workbook on a web page
Changes in underlying workbook are automatically reflected when web page is (re-) loaded

Demo
Solutions with Excel & Excel Services

Excel & Excel Services Solutions

InfoPath 2010 Scenarios

Customize SharePoint List Forms
Accessible with a single click in SharePoint

Rich Form Design Experience
InfoPath 2010 provides design services
Layout
Themes
Table Layout
Behavior
Rules
Custom Code
Data
Binding
External Data

Offline Support in InfoPath 2010
Handled by SharePoint Workspace
Provides an offline cache of SharePoint sites
Hosts custom InfoPath Forms
Same forms that are used by Forms Services

InfoPath Solutions

Access & Access Services
With Access 2010, you can
Centrally store and distribute Access solutions
Build a Web Database
Publish to a SharePoint on premises or online*
Provide data access from anywhere
Share and collaborate with others
Use SharePoint permissions to determine who can see what
* SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online.
Learn more at http://office365.com

Web Database Design Considerations
Create Database Objects for the Web
Use Web Ready objects
Add client-only forms or VBA only if needed
Not usable in web environment, but still can be used on the client
Create tab of a client only database:
Create tab of a web database:
Note Globes in icons which signify it is a Web Ready object

ACCDB  SharePoint Site
Access Tables  SharePoint Lists
Access Forms  ASPX Pages
Access Reports  RDL (SQL Server Reports)
UI Macros  JavaScript
Data Macros  SharePoint Workflows
Publish to Access Services

Demo
Solutions with Access & Access Services

Access & Access Services Solutions

Visio 2010 & SharePoint Designer 2010
Visio 2010
New SharePoint workflow template
Supports almost all actions & conditions in SPD
Exports .vwi file
SharePoint Designer 2010
Imports .vwi file
Supports round-trips to Visio

Demo
Visio, SharePoint Designer & Workflow Solutions

Visio & SharePoint DesignerWorkflow Solutions

Business Connectivity Services
Allows easy surfacing of external data into SharePoint External List
On-line/Off-line aware
Read/Write data operations
No-code support in SharePoint Workspace & Outlook
No-code Tooling in SharePoint Designer

External Content Type for a LOB System
Outlook Forms and Task Panes
SharePoint Workspace with InfoPath Forms
SharePoint External Lists
External Content Type
Customer
CustomerID
FirstName
LastName
EmailAddress
Search Results
Office
Apps
External data

Demo
Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010

BCS & SharePoint Designer Solutionsfor SharePoint Workspace & Outlook 2010

Visual Studio 2010 & Officeto Access SharePoint List Data?
SharePoint Client Object Model (SP COM)
Unified object model across all clients
JavaScript, .NET CLR, Silverlight CLR
Subset of Server OM
Webs, Lists, ListItems, Content Types, Fields, External Lists, etc.
Limited to Site Collections, Site level and below
Work with data via REST
SharePoint listdata.svc
Powered by WCF Data Services

SP Client Object Model Solution
Office 2010 Client
External Systems
Add-in using SP COM
CRM Database
Customer Table
SharePoint Server 2010
Look at: - A SP COM document-level solution
External List
ECT Connectivity to CRM Database
BCS

WCF Data Services Solution
Office 2010 Client
Add-in using WCF DS
SharePoint Server 2010
Look at a WCF Data Services solution
SharePoint List
Review SharePoint Lists accessed via listdata.svc
listdata.svc

Demo
Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins

Summary
There are a number of Office integration options
Excel & Excel Services REST
InfoPath & Forms Services
Access & Access Services
Visio & SharePoint Designer for Workflows
SPD & Business Connectivity Services
Visual Studio 2010 to build Office Add-ins

Resources
MSDN Office Developer Center - msdn.microsoft.com/office
Channel 9 - channel9.msdn.com/learn/courses/Office2010/
donovanf’sBlog - blogs.msdn.com/donovanf/
SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow

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Session 5-SharePoint with Office-Donovan Follette

by Mithun Dhar on Jan 27, 2011

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Session 5-SharePoint with Office-Donovan Follette — Presentation Transcript