Creating a SharePoint App with Microsoft Access Services

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Microsoft Access 2013 has all the tools needed to build no-code data-centric applications quickly on Microsoft SharePoint Server 2013 (on-prem or Office 365). Penny will show you how Access hides the …

Microsoft Access 2013 has all the tools needed to build no-code data-centric applications quickly on Microsoft SharePoint Server 2013 (on-prem or Office 365). Penny will show you how Access hides the normal complexities of creating a relational database (i.e., rules, schema, views) using a SQL-backed app on SharePoint, as well as showing you how to connect Access web apps to SharePoint lists.

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  • Creating a SharePoint App with Microsoft Access Services Microsoft Access 2013 has all the tools needed to build no-code data-centric applications quickly on Microsoft SharePoint Server 2013 (on-premises or Office 365). Penny will show you how Access hides the normal complexities of creating a relational database (i.e., rules, schema, views) using a SQL-backed app on SharePoint, as well as showing you how to connect Access web apps to SharePoint lists

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  • 1. Creating a SharePoint App with Microsoft Access Services PENELOPE COVENTRY, PPP CONSULTING LTD SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013
  • 2. sponsors
  • 3. Speaker Bio • Independent Consultant • Microsoft MVP SharePoint Server • MCSE: SharePoint 2013 • Author/Co-author of 10+ SharePoint Books • Trainer • Worked with SharePoint since 2001 • Based in UK, work in Europe & US • Blogs/Web Site • http://www.sharepointdesignerstepbystep.com/ • Twitter: @pjcov
  • 4. Agenda
  • 5. Agenda
  • 6. Enterprise Forms in SharePoint 2013
  • 7. InfoPath 2013
  • 8. Access 2013
  • 9. Agenda
  • 10. Two methods of creating Access web-based solutions • Access web database – SharePoint Server 2010 • • • • • • Supported in SharePoint Server 2013 Cannot be created using Access 2013 SharePoint site Access tables -> SharePoint lists Forms / Reports -> web pages Cannot be automatically converted to an Access web app • Access web apps – new in SharePoint Server 2013
  • 11. The Access 2013 mission • Quickly create business value with server-based apps • • • • App Templates & Table Templates Maintain existing desktop databases & import data App Experience without code Apps for SharePoint in a browser
  • 12. Access 2013 Web Apps • New App Experience • • Simplified design experience Polished, consistent results • SharePoint deployment • SQL back-end SQL Database SharePoint Web Applications
  • 13. What is an Access web app? • SharePoint apps • Can be deployed to SharePoint Store • Data and Access objects saved to it’s own SQL Server database • Tables directly accessible • Cannot create or initiate SharePoint workflows on Access app data • No unique permissions at the table or row level • Access app data not automatically indexed by SharePoint search engine • Do not support Visual Basic (VB) programming language
  • 14. Agenda
  • 15. Access Desktop v Access App Desktop “classic” solutions Access App • • • • • Web/SharePoint applications • Data lives in SQL 2012 • Access client only needed for designing applications • Central access control • Security • Sharing • Scaling up • Standard Professional UI • No code 20 years old Very popular Easy to create poor apps Client machine deployment required • Solved business needs
  • 16. Agenda
  • 17. User Interface • Access generates UI • Runs entirely in the browser • Forms are HTML & JavaScript • No server-side rendering or processing • Seamless SharePoint integration, including Themes • Limited customizations • Prevent non-designers from hurting themselves • Enables improvements, more form factors
  • 18. User interface model
  • 19. WORKING WITH AN ACCESS APP
  • 20. Agenda
  • 21. How does it work?
  • 22. Access 2013 App Templates • Jump-start the creation of Access apps • Templates: • • • • • • Custom web app* Asset tracking Contacts Issue tracking Project management Task management • * Only template Access app template available when you first start Access. Others only available when connected to the internet.
  • 23. Access app templates available over the Internet Template name Description Tables Views Asset Tracking Track equipment used by your business and assigned to employees. Assets, Categories, Employees List, Datasheet, By Category, By Group Contacts Manage individual and corporate relationships. Contacts List, Datasheet, By Group Issue Tracking Record issues related to your business, associate them with customers, and assign them to employees List, Datasheet, Issues, Customers, Employees, By Status, Issue Comments, Related Issues By Group Project Management Manage projects by breaking work items into tasks, associating them Projects, Employees, with customer, and assigning them to Customers, Tasks employees. List, Datasheet, By Status, By Group,
  • 24. Access to SQL Server object mapping • Access table* = SQL Server table • Access data types = SQL Server data types • Text fields => nvarchar • Number => decimal, int or float • Image => varbinary (MAX) * Access provides table templates (nouns). You can also create linked tables to display data from SharePoint lists including external lists. For each table, two views are automatically generated: List and Datasheet.
  • 25. Queries • Use when users extensively use the same filters, sorts or column hiding • Combine related tables • Perform calculations • Summaries • Automatically apply changes • Created as SQL Server • Views • Table-valued function (TVF)
  • 26. Macros • Miniature program • Stored in Access app • Automate common tasks • Two types: • User Interface • Navigation to another view • Showing or hiding controls • Attached to command buttons or combo boxes • Data macros • Implement business rules at data level
  • 27. Permissions • Inherited from the site where the app was created • Solution creators => Full Control • Consumers • Create, update, delete data => Contribute • View => Read
  • 28. BUILDING AN ACCESS APP
  • 29. Agenda
  • 30. Advantages of Access Services • Centralize data/administration/security • End-user created • Professional interface • Usage monitoring • App Store • Upgrade path?
  • 31. Agenda
  • 32. Every you need for Access Services is in Office 365 • SQL (Azure) • Security • Identity • Access control • Redundancy/Backup
  • 33. On-premise Access Services SharePoint Server 2013 Web Servers Application Servers Office Web Apps Server SQL Server 2012 SP1 (Mixed Mode - SQL Server authentication and Windows authentication) SharePoint Content databases SQL 2008 R2 SQL 2012 Access Web Apps databases
  • 34. Finding the SQL database name
  • 35. Agenda
  • 36. Review • Most Organizations have Access desktop databases • Access app = central control • Self Service – Reduce IT Workload • Office 365 has Access Services • Need Enterprise Client Access Licenses to use Access Services on-premise
  • 37. Resources • Changes in Office 2013 • http://technet.microsoft.com/en-us/library/cc178954.aspx • Comparison of services: Office 365, Standalone and On-premise • http://technet.microsoft.com/en-US/library/jj819267.aspx • Access Team Blog • http://blogs.office.com/b/microsoft-access/ • Discontinued features and modified functionality in Access 2013 • http://office.microsoft.com/en-us/access-help/discontinued-features-and-modified-functionality-in-access-2013-HA102749226.aspx • Installing Access Services on-premises • http://www.microsoft.com/en-us/download/details.aspx?id=30445 • Add custom actions to the Action Bar • http://office.microsoft.com/en-us/access-help/add-custom-actions-to-the-action-bar-HA102840216.aspx?CTT=1 • Moving and backing up your Access 2013 web apps • http://blogs.office.com/b/microsoft-access/archive/2012/09/27/moving-and-backing-up-your-access-2013-web-apps.aspx • Add apps to the App Catalog • http://technet.microsoft.com/en-us/library/fp161234.aspx#AddApps • Add apps to a SharePoint 2013 site • http://technet.microsoft.com/en-us/library/fp161231.aspx • Visualize your Access 2013 web app data in Excel • http://blogs.office.com/b/microsoft-access/archive/2013/01/22/visualize-access-data-in-excel.aspx • The Access Show: Developing Access 2010 Hybrid Apps • http://blogs.office.com/b/microsoft-access/archive/2010/07/20/the-access-show-developing-access-2010-hybrid-apps-with-dickmoffat.aspx • Creating Access web databases with Access 2010 and Access Service • http://msdn.microsoft.com/en-us/library/ff402351(office14).aspx
  • 38. questions? WWW.SHAREPOINTDESIGNERSTEPBYSTEP.CO M/BLOG @PJCOV
  • 39. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS 2013 ZAGREB, NOVEMBER 27-28 2013