SharePoint PortfolioProject Team Leader                      Patricia E. Todd                      patricia_todd@sbcglobal...
Table of Contents   The SetFocus SharePoint 2010 Master’s Program   3   Project Requirements                            ...
The SetFocus SharePoint 2010 Masters Program    •   The SharePoint 2010 Master’s Program is an intensive training experien...
“Fictional Towing Company” - Project Requirements   •   Ability to collaborate on PowerPoint presentations   •   Shared ca...
Vendor Invoice Workflow•   The invoice will contain the relevant information about the request for    service (i.e. custom...
Development Methodology• Applied the principles of Agile development by  delivering each milestone within 2-3 day iteratio...
Project Resources•   Windows Server 2008 R2•   Internet Information Services (IIS 7)•   SQL Server 2008 R2•   SharePoint S...
Configure SharePoint – App Pools                                   8
Configure SharePoint – IIS Sites                                   9
SharePoint Web Applications                              10
SharePoint Site Collections                              11
SharePoint Farm Services                           12
SharePoint Application Services                                  13
Claims Based Authentication – Role Providers                                               14
Claims Based Authentication – Membership Providers                                                     15
Claims Based Authentication – Default Providers                                                  16
Enable Forms Based Authentication                                    17
Configure Outgoing Emails                            18
PowerShell Backup Script                           19
Create an intranet solution based on SharePoint Server 2010                                                              20
Extend the intranet solution to the extranet (Portal Page)                                                             21
Forms Based Login                    22
InfoPath 2010 Designer                         23
InfoPath 2010 Designer                         24
InfoPath Vendor Invoice (Populate controls with SharePoint data)                                                          ...
InfoPath Vendor Invoice (Calculations)                                         26
Vendor Invoice (Admin Approved Template)                                           27
Invoice Approval Workflow                            28
Invoice Approval Workflow (Steps)                                    29
Invoice Approval Workflow (Steps Continued)                                              30
Custom Vendors List Content Type                                   31
Custom List Definition (Visual Studio 2010)                                              32
Vendors List               33
Vendors Invoice List Custom Content Type                                           34
Vendor Invoices Form Library (with associated workflow)                                                          35
Workflow History                   36
Vendor Site Creation (Visual Web Part)                                         37
Newly Provisioned Vendor Site                                38
Visual Web Part (ASCX Code)                              39
Visual Web Part Code Behind                              40
Visual Web Part Code Behind                              41
Vendor Dashboard                   42
Performance Point Dashboard Designer                                       43
MS Excel with Pivot Tables                             44
KPI Scorecards                 45
Analytic Grids                 46
SSRS Report with Bing Maps                             47
Asset Management Database                            48
Blog Site            49
PowerPoint Services                      50
Project Management                     51
Publishing Site                  52
Company Wiki               53
Upcoming SlideShare
Loading in …5
×

SharePoint Portfolio

408 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
408
On SlideShare
0
From Embeds
0
Number of Embeds
43
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

SharePoint Portfolio

  1. 1. SharePoint PortfolioProject Team Leader Patricia E. Todd patricia_todd@sbcglobal.net 1
  2. 2. Table of Contents The SetFocus SharePoint 2010 Master’s Program 3 Project Requirements 4 Workflow Requirements 5 Development Methodology 6 Software Requirements 7 Configure SharePoint 8-9 Central Administration 10-19 Intranet Site 20 Extranet Site 21-22 InfoPath 23-27 SharePoint Designer Workflows 28-30 Custom List Definitions 31-36 Visual Web Part 37-41 Reporting 41-47 Out-of-Box Features 48-53 2
  3. 3. The SetFocus SharePoint 2010 Masters Program • The SharePoint 2010 Master’s Program is an intensive training experience designed to prepare you for the development opportunities with Microsoft’s most recent release of SharePoint. • During this SharePoint training program, you learn how to create sites, lists and pages, programming lists with managed code, define views, CAML queries, sandbox solutions, and web templates, create and deploy solutions, security, debugging, workflows, custom site definitions, documents libraries, and features. • The program also teaches you the principles and practices of how to deploy, manage, and maintain SharePoint. It takes you through how to create and configure service applications to provide access to shared resources across web applications. • You learn how to develop workflows incorporating InfoPath Forms, leveraging external data using business connectivity services, web content management using the publishing content approval process, enterprise content management, extending search capabilities, business intelligence using filter web parts, Excel services, PowerPivot and Performance Point services. 3
  4. 4. “Fictional Towing Company” - Project Requirements • Ability to collaborate on PowerPoint presentations • Shared calendar on intranet site that integrates into MS Outlook • Publish a monthly company newsletter that can be read by anyone in the organization, contributed by authors and reviewed/published by editors • Shared contacts list • Company Wiki site • Blog to demonstrate common procedures like how to properly fill out an invoice • Project management site with tasks that are viewable on Gantt charts • External portal for vendors (who have an FBA account) and visitors. The portal has a standard about us page, information on how to contact the towing company and content published by the towing company on a regular basis. • Registered vendors can navigate to their respective vendor-specific sites from the portal and submit invoices for payment. • Dashboard to view how many invoices have been processed, how many remain outstanding and total amounts billed and paid. • Site managers should have the ability to automatically create new vendor sites from a template without needing to know SharePoint. Each site can be personalized with vendor name, logos or descriptions. • Specialized list that any vendor can go to in order to submit suggestions for improvement and rate the performance of the towing company. Suggestion are automatically routed to towing company managers for review. 4
  5. 5. Vendor Invoice Workflow• The invoice will contain the relevant information about the request for service (i.e. customer name, to/from towing locations, service details, vehicle information and distance). The invoice will be automatically populated with vendor specific information like name, email address and rates.• The submitted invoice is automatically routed to the Accounting Department to be paid.• Once paid, the invoice goes to an archive list which contains all invoices from all vendors that were paid.• If rejected, the invoice is sent to a reject list for further review.• Email is sent to the vendor whenever the invoice has been submitted successfully and when the status of the invoice changes.• Business rules will ensure that any invoice which is more than 10% above or below the expected amount (rate * distance) is sent to an Accounting Supervisor for approval, then handled in the usual manner. 5
  6. 6. Development Methodology• Applied the principles of Agile development by delivering each milestone within 2-3 day iterations.• Peer/Pair programming amongst the entire development team for collaboration.• Exclusive use of desktop sharing software JoinMe (https://join.me/) to conduct code reviews. 6
  7. 7. Project Resources• Windows Server 2008 R2• Internet Information Services (IIS 7)• SQL Server 2008 R2• SharePoint Server 2010• SharePoint Designer 2010• Visual Studio 2010• Microsoft Office 2010• InfoPath Designer 2010• Performance Point Dashboard Designer 7
  8. 8. Configure SharePoint – App Pools 8
  9. 9. Configure SharePoint – IIS Sites 9
  10. 10. SharePoint Web Applications 10
  11. 11. SharePoint Site Collections 11
  12. 12. SharePoint Farm Services 12
  13. 13. SharePoint Application Services 13
  14. 14. Claims Based Authentication – Role Providers 14
  15. 15. Claims Based Authentication – Membership Providers 15
  16. 16. Claims Based Authentication – Default Providers 16
  17. 17. Enable Forms Based Authentication 17
  18. 18. Configure Outgoing Emails 18
  19. 19. PowerShell Backup Script 19
  20. 20. Create an intranet solution based on SharePoint Server 2010 20
  21. 21. Extend the intranet solution to the extranet (Portal Page) 21
  22. 22. Forms Based Login 22
  23. 23. InfoPath 2010 Designer 23
  24. 24. InfoPath 2010 Designer 24
  25. 25. InfoPath Vendor Invoice (Populate controls with SharePoint data) 25
  26. 26. InfoPath Vendor Invoice (Calculations) 26
  27. 27. Vendor Invoice (Admin Approved Template) 27
  28. 28. Invoice Approval Workflow 28
  29. 29. Invoice Approval Workflow (Steps) 29
  30. 30. Invoice Approval Workflow (Steps Continued) 30
  31. 31. Custom Vendors List Content Type 31
  32. 32. Custom List Definition (Visual Studio 2010) 32
  33. 33. Vendors List 33
  34. 34. Vendors Invoice List Custom Content Type 34
  35. 35. Vendor Invoices Form Library (with associated workflow) 35
  36. 36. Workflow History 36
  37. 37. Vendor Site Creation (Visual Web Part) 37
  38. 38. Newly Provisioned Vendor Site 38
  39. 39. Visual Web Part (ASCX Code) 39
  40. 40. Visual Web Part Code Behind 40
  41. 41. Visual Web Part Code Behind 41
  42. 42. Vendor Dashboard 42
  43. 43. Performance Point Dashboard Designer 43
  44. 44. MS Excel with Pivot Tables 44
  45. 45. KPI Scorecards 45
  46. 46. Analytic Grids 46
  47. 47. SSRS Report with Bing Maps 47
  48. 48. Asset Management Database 48
  49. 49. Blog Site 49
  50. 50. PowerPoint Services 50
  51. 51. Project Management 51
  52. 52. Publishing Site 52
  53. 53. Company Wiki 53

×