SharePoint Workspace slide deck from SharePoint Saturday Brisbane

1. Taking SharePoint Offline with SharePoint Workspace Joshua Haebets Principal SharePoint Consultant Evolve Information Services

2. Sponsors

3. Session Overview SharePoint Workspace Overview How does it work – the sync experience Working with LOB Data Working with InfoPath Demo’s along the way

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

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

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

7. Sync ModelDownload v. upload SharePoint Server 2010 List of lists Schema Views Content Content SharePoint Workspace 2010

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

9. Sync Capacity 500

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

11. Why use SPW Low bandwidth Users are mobile – on the road Drive adoption of SharePoint

12. Administration Administrators / Site Owners can prevent content from be taken offline 12

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

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

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

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

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

18. Demo Working with Lists and Document Libraries in SharePoint Workspace

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

20. BDC v’s BCS BDC MOSS Enterprise Only

21. BDC v’s BCS BCS Available in WSF

22. Demo Creating BCS Connections using SharePoint Designer

23. InfoPath List form changes are available in SPWS Create a rich form experience users can take offline

24. List Form or InfoPath? You can now customise list forms using InfoPath This is in SPS only Which scenario to use?

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

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

27. Demo Customising list forms using InfoPath

28. Summary LOB Data Combine BCS with InfoPath and you have an offline client to your existing LOB applications

29. Demo Bringing it all together. BCS and List forms in SharePoint Workspace.

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

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

33. TWO days of networking and learning

34. Expert International & Local Speakers

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

36. Every delegate gets a FREE hosted SharePoint 2010 siteMedia Sponsor Silver Sponsors Bronze Sponsors n Hilton, Sydney n June 16 and 17 n $650 plus GST n Group Discounts www.sharepointconference.com.au

37. Sponsors