Clayton Cobb<br />SharePointMVP<br />August 13, 2010<br />
Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlo...
Clayton Cobb<br />Microsoft MVP (SharePoint)<br />SharePoint 2007/2010 Architect<br />Planet Technologies: Director, U.S. ...
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Explanation of End-to-End Use Case<br />Leave Request System<br />Automated<br />Paperless<br />Electronic Signatures<br /...
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Overview of Technologies Used<br />SharePoint Server 2010 Enterprise<br />Windows Server 2008 R2<br />SQL Server 2008<br /...
Overview of Technologies Used<br />
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Pieces and Parts – External Content Type<br />HR Database with a single table named LeaveDays<br />6 rows of data with Emp...
Pieces and Parts – External List<br />In SPD 2010, create an External List using the External Content Type named LeaveDays...
Pieces and Parts – Leave Request Form<br />Design form template layout and controls<br />Apply styling, theming, and butto...
Pieces and Parts – Mock Up Workflow<br />Create mock workflow in Visio 2010 using the SharePoint Workflow template<br />En...
Pieces and Parts – Import/Build Workflow<br />In SPD 2010, click on Workflows > Import from Visio<br />Choose the .VWI fil...
Pieces and Parts – Completed Workflow<br />This is how the full Visio workflow looks when completed in SPD 2010<br />The w...
Pieces and Parts – Configure Form Library<br />Modify your view to show the relevant fields that were promoted during the ...
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Codeless, Paperless, Automated Leave Request Solution<br />Reaching New Limits Without Code<br />DEMO<br />
Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<...
Questions ?<br />
Wrap Up<br />SharePoint 2010 and Office 2010 are…<br />More tightly integrated<br />Extremely powerful when used together<...
Contact Information<br />claytoncobb.wordpress.com<br />www.go-planet.com<br />Twitter: @Warrtalon<br />Personal: warrtalo...
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Building End-to-End Solutions Leveraging SharePoint 2010 and Office 2010 Applications

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InfoPath MVP Clayton Cobb of Planet Technologies presents a real world session demonstrating an employee Leave Request System as an example of Building a Codeless Solution in SharePoint 2010 using the 2010
version of InfoPath 2010 SharePoint Designer 2010 Visio 2010, and Outlook 2010 applications.

The Leave Request System is automated, paperless, requires electronic signatures and must be approved by manager.


Read more about Clayton Cobb's views on Microsoft technology at: www.claytoncobb.wordpress.com

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Building End-to-End Solutions Leveraging SharePoint 2010 and Office 2010 Applications

  1. 1. Clayton Cobb<br />SharePointMVP<br />August 13, 2010<br />
  2. 2. Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook<br />SharePoint 2010<br />Reaching New Limits Without Code<br />
  3. 3. Clayton Cobb<br />Microsoft MVP (SharePoint)<br />SharePoint 2007/2010 Architect<br />Planet Technologies: Director, U.S. Central Region<br />MCITP: SharePoint 2010 Administration<br />MCTS: SP2010, MOSS 2007, and WSS 3.0 Configuration<br />SharePoint Saturday Denver - Chairman<br />Colorado SharePoint Users Group (COSPUG) – Co-Founder<br />Blog: Clayton’s SharePoint Madness (http://claytoncobb.wordpress.com)<br />Twitter: @Warrtalon<br />
  4. 4. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  5. 5. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  6. 6. Explanation of End-to-End Use Case<br />Leave Request System<br />Automated<br />Paperless<br />Electronic Signatures<br />Auto-Detected Identities<br />Users submit leave requests for self or others<br />Accrued Leave Days stored in back-end database<br />Manager must approve<br />Rejections with comments prompt revisions by submitter<br />Approvals finalize request and update back-end database with new leave amount<br />
  7. 7. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  8. 8. Overview of Technologies Used<br />SharePoint Server 2010 Enterprise<br />Windows Server 2008 R2<br />SQL Server 2008<br />Hyper-V<br />Business Connectivity Services<br />SharePoint Designer 2010<br />InfoPath 2010<br />Outlook 2010<br />Visio 2010<br />**All 64-bit software<br />
  9. 9. Overview of Technologies Used<br />
  10. 10. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  11. 11. Pieces and Parts – External Content Type<br />HR Database with a single table named LeaveDays<br />6 rows of data with Employee ID as the unique key (DBEmpID)<br /># of Accrued Leave Days in Integer field (DBLeaveDays)<br />In SPD 2010, create an External Content Type tied to the LeaveDays table in the SQL 2008 HR Database<br />Create operations for Create, Read Item/List, Update, and Delete (CRUD)<br />Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only<br />
  12. 12. Pieces and Parts – External List<br />In SPD 2010, create an External List using the External Content Type named LeaveDays<br />Accrued Leave data shows up in SharePoint just like a regular list, but the data resides in a non-SharePoint SQL database<br />
  13. 13. Pieces and Parts – Leave Request Form<br />Design form template layout and controls<br />Apply styling, theming, and buttons<br />Incorporate picture buttons (new for 2010)<br />Utilize built-in Contact Selector (new for 2010)<br />Design data schema into logical groupings with meaningful names<br />Create Data Connections<br />Submit to form library<br />Retrieve info from LeaveDays external list<br />Retrieve User Profile info from UserProfileService<br />Apply Logic<br />Rules<br />Conditional Formatting<br />Publish Form Template and Promote Properties<br />
  14. 14. Pieces and Parts – Mock Up Workflow<br />Create mock workflow in Visio 2010 using the SharePoint Workflow template<br />Ensure you have a start point and termination point<br />Notice the multiple decision points leading to different paths<br />Upon completion, Export to SharePoint Workflow in the Process Tab<br />
  15. 15. Pieces and Parts – Import/Build Workflow<br />In SPD 2010, click on Workflows > Import from Visio<br />Choose the .VWI file created by the Visio export<br />Name the new workflow and associate it with a specific list or to a content type to make it reusable<br />Fill in fields to complete workflow<br />Publish workflow<br />
  16. 16. Pieces and Parts – Completed Workflow<br />This is how the full Visio workflow looks when completed in SPD 2010<br />The workflow building interface is much improved both in the workflow canvas and in the dynamic string builders, which allow you to combine free text with metadata easily (i.e. “[Current Item:Employee] has requested leave.”<br />Email configuration interface now has full rich text tools<br />
  17. 17. Pieces and Parts – Configure Form Library<br />Modify your view to show the relevant fields that were promoted during the publishing process<br />Notice that there is a new “server default” setting in Form Libraries, which defaults to opening forms in the browser (new for 2010)<br />If you publish the form template as a content type, be sure to disable the built-in Form content type<br />Disable folders =)<br />
  18. 18. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  19. 19. Codeless, Paperless, Automated Leave Request Solution<br />Reaching New Limits Without Code<br />DEMO<br />
  20. 20. Agenda<br />Introduction<br />Explanation of End-to-End Use Case<br />Overview of Technologies Used<br />Pieces and Parts<br />Live Demonstration<br />Questions<br />
  21. 21. Questions ?<br />
  22. 22. Wrap Up<br />SharePoint 2010 and Office 2010 are…<br />More tightly integrated<br />Extremely powerful when used together<br />More robust and empowering for non-developers<br />Learn to use the tools that you likely already have on your desktop (or can get for free, such as SharePoint Designer)<br />Reach out into the community for help<br />MSDN Social<br />SharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint<br />SharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010<br />INFOPATHdev: http://www.infopathdev.com/<br />
  23. 23. Contact Information<br />claytoncobb.wordpress.com<br />www.go-planet.com<br />Twitter: @Warrtalon<br />Personal: warrtalon@gmail.com<br />Work: ccobb@go-planet.com<br />

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