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Taking SharePoint Offline with SharePoint Workspace<br />Joshua Haebets<br />Principal SharePoint Consultant<br />Evolve Information Services<br />

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Sponsors<br />

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Session Overview<br />SharePoint Workspace Overview<br />How does it work – the sync experience<br />Working with LOB Data<br />Working with InfoPath<br />Demo’s along the way<br />

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What is SharePoint Workspaces<br />SPWS is the client for SharePoint 2010<br />Manage all collaborative information<br />Documents<br />List Items<br />Full experience only compatible with SharePoint 2010, classic workspace for MOSS / WSS<br />4<br />

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Connecting to SharePoint<br />SPWS connects to SharePoint the same way your users do<br />No need for additional firewall rules<br />It detects alternate access mappings<br />Connecting to a site is simple<br />5<br />

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Sync<br />If workspace is open, sync is every 10 minutes<br />If workspace is closed, sync happens every 20 minutes<br />Client side edits are uploaded immediately<br />List items changes, only the list is checked not the entire workspace<br />6<br />

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Sync ModelDownload v. upload<br />SharePoint<br />Server 2010<br />List of lists<br />Schema<br />Views<br />Content<br />Content<br />SharePoint<br />Workspace 2010<br />

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Sync Capacity<br />Lists<br />30,000 items<br />Documents Capacity<br />0 – 500 : no issues<br />501 – 1800 : single warning at start of client<br />1800 : Headers only mode<br />Note these are approximate<br />Future…<br />

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Sync Capacity<br />500<br />

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Item Access <br />Whenever a file is opened, a check is done with the server for a more recent version<br />Only happens if online<br />10<br />

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Why use SPW<br />Low bandwidth<br />Users are mobile – on the road<br />Drive adoption of SharePoint<br />

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Administration <br />Administrators / Site Owners can prevent content from be taken offline<br />12<br />

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Limitations <br />Full experience only with SharePoint 2010<br />SharePoint works with classic workspace<br />Limit of sync to 30,000 items in a list<br />500 Documents<br />13<br />

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Conflict Management <br />Backstage allows you to see who is editing the item at the same time<br />Changes to Office documents can be merged<br />Other files resolve conflicts same as 2007, (1) in filename (PDF etc)<br />14<br />

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Using SPWS<br />Rich Client<br />Drag and Drop files<br />Fluent UI<br />Alert when items change<br />At the workspace level<br />Follow the trail to the changed item<br />User can set how many alerts they get<br />Search is integrated with Desktop Search<br />15<br />

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List Features <br />All metadata is copied to the workspace<br />Content types are available within SPW<br />List views are available in SPW, including public and private views<br />Check is made with the server every time an item is opened<br />16<br />

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Document Libraries<br />Check In / Check Out<br />Version control<br />Full metadata<br />Check document backstage, shows other users editing the file<br />Save to Workspace shortcut within Office<br />17<br />

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Demo <br />Working with Lists and Document Libraries in SharePoint Workspace<br />

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Business Connectivity Services<br />Previously BDC<br />Connect to external datasources;<br />Databases (SQL, Oracle, Postgres)<br />Web Services<br />.Net Connectivity Assemblies<br />Custom data sources<br />BCS in 2010 gives you the ability to post back to LOB systems<br />Also available in WSF<br />

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BDC v’s BCS <br />BDC<br />MOSS Enterprise<br />Only<br />

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BDC v’s BCS <br />BCS<br />Available in WSF<br />

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Demo<br />Creating BCS Connections using SharePoint Designer<br />

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InfoPath<br />List form changes are available in SPWS<br />Create a rich form experience users can take offline<br />

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List Form or InfoPath?<br />You can now customise list forms using InfoPath<br />This is in SPS only<br />Which scenario to use?<br />

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Use a list form<br />You want to quickly get started building InfoPath forms on SharePoint <br />You need to use your form offline with SharePoint Workspace<br />You want to filter your SharePoint list based on a person or group <br />You would like to use the built-in display / edit views <br />From the InfoPath team blog<br />

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Use a form library when<br />You have repeating or nested data <br />You are working from a predefined industry or complex schema <br />Your form needs to be digitally signed <br />You need code in your form <br />Your form is not hosted in SharePoint or you need to store results as an XML document <br />From the InfoPath team blog<br />

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Demo<br />Customising list forms using InfoPath<br />

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Summary<br />LOB Data<br />Combine BCS with InfoPath and you have an offline client to your existing LOB applications<br />

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Demo <br />Bringing it all together. BCS and List forms in SharePoint Workspace.<br />

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Summary<br />Users can now work with SharePoint content anywhere<br />IT can provide an stable offline solution<br />Security is maintained <br />LOB data can be taken offline, edit and synced<br />Can now build offline applications with SharePoint<br />

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Questions <br />Contact<br />Joshua.haebets@evolve-is.com.au<br />Slideshare<br />http://www.slideshare.net/jhaebets<br />www.linkedin.com/in/jhaebets<br />31<br />

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Platinum Sponsor<br />Gold Sponsors<br />Community Conference for business and technical users. - Bring your whole SharePoint Team to THE SharePoint event of 2010<br />Organised and hosted by members of the Australian and New Zealand SharePoint user group community<br /><ul><li>SharePoint 2007 & 2010 Content

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TWO days of networking and learning

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Expert International & Local Speakers

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Over 40 sessions across three tracks covering business, technical & real world case studies

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Every delegate gets a FREE hosted SharePoint 2010 site</li></ul>Media Sponsor<br />Silver Sponsors<br />Bronze Sponsors<br /> n Hilton, Sydney n June 16 and 17 <br />n $650 plus GST n Group Discounts<br />www.sharepointconference.com.au<br />

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Sponsors<br />