2. TOPICS TO COVER
OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT
MAKE A SHAREPOINT SITE USEFUL.
โข Content Type
โข Metadata
โข Web Part Relationships and Views
โข Shared Calendars
โข Workflows/Event Receivers/ Time Jobs
โข Business Connectivity Services
โข Search
โข SQL Reporting Services Integration
โข Dashboards
โ Simple
โ Excel Services
โ Performance Point
How to make
Technology useful
to your
organization is to
use all the tools
provided.
Presentation Title / Page 2
3. CONTENT TYPES
CONTENT TYPE
โข What are Content Types
โ Templates
โ Metadata
โข Site versus List Content Types
โข Inheritance of Content Types
โข Using Content Types in web parts to manage how users enter information and flow
of information (publishing).
SharePoint is a
Content
Management
System. Its core
component is the
content type.
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4. METADATA
OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL
IDENTIFIERS.
โข List Fields added to content
โข Terms Store
โข Adding Managed Metadata to Content
โข Adding Managed Metadata to Search
Meta Data allows
you to:
โข Classify
โข Organize
โข Find
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5. WEB PART RELATIONSHIPS AND VIEWS
OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW
DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE.
โข Views are used to filter for security, functionality and relevance
โข Relating one web part to another (Daisy Chain)
Relationships and
Views work
together to allow
content to be
shown to who
should be seeing it
at the time they
need to see it.
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6. SHARED CALENDARS
OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED.
โข Allows you to create a shared calendar for any content type or entity
โข Hooks into outlook and overlay
Shared Calendars
created in
SharePoint, used
in Microsoft Office
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7. WORKFLOWS, EVENT RECEIVERS, AND
TIMED SERVICES
OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT
RECEIVERS AND TIMED SERVICES ARE USED.
โข Workflows
โ SharePoint out of box
โ SharePoint Designer
โ Visual Studio
โ Trigger when Update or Create an Item
โ Users can manually start
โข Event Receivers
โ Only Visual Studio
โ Can trigger when update, create, or delete, before or after or during the event.
โ Users cannot manually start
โข Timed Services
โ Can be scheduled to happen in SP
Control flow and
relationships (how
content flows
through system)
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8. BUSINESS CONNECTIVITY SERVICES
BUSINESS CONNECTIVITY SERVICES:
โข Integrates completely with SharePoint. Can be combined with other data and
SharePoint Data to extend and put new functions into your systems. SharePoint out
of box
โ Simple to setup and use
โข Allows Users to Drill Down into related data and ask questions
โข SharePoint allows you to control access to data based on who you are. Filter based
on Audience and user
Pull data into
SharePoint from
other systems, use
with other
SharePoint Data.
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9. SHAREPOINT SEARCH
OBJECTIVE:SHOW HOW SEARCH WORKS AND IS USED
โข Setup and use of search
Flexible Search
from flexible
sources displayed
flexibly
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10. SQL REPORTING SERVICES
INTEGRATION
OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT
โข Dashboard quality reports and drill downs
โข Built into SharePoint
Real Time
Reporting, pulling
from any data
source, uses
windows
authentication.
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11. FORM SERVICES
OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND
DOCUMENT LIBRARIES
โข Creating Content Types with InfoPath
โข Modifying List Forms with InfoPath
Forms and
InfoPath
Presentation Title / Page 11
