The document discusses empowering business users with hybrid code/no-code SharePoint solutions. It provides examples of using configurable web parts, connected web parts, sandboxed InfoPath forms, custom web services, sandboxed workflow actions, and approval event handlers to add flexibility and degrees of freedom beyond the standard capabilities. This allows business users to maintain, update, and change solutions over time as business needs evolve without requiring developer assistance. The key is choosing technologies that balance usability for business users with future-proofing the solution.
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
My presentation from the Boston SharePoint User Group. We discussed upgrading, and weighing the costs around infrastructure, customizations and training. We also walk through 2 methods of upgrading from SharePoint 2010.
ARMA Vancouver (in partnership with ARMA VI) invited Bruce Miller from RIMtech to give his 2 day “Managing Electronic Records with SharePoint” workshop.
Bruce Smith recaps some of the key messages about managing an EDRMS project, the roles of IT and RM, metrics for measuring progress, and 3rd party tools to add recordkeeping capabilities to SharePoint.
Bruce Norman Smith has been a SharePoint champion at Environment Canada and the Medical Council of Canada. A Master’s degree in Library and Information Studies (MLIS, McGill ‘08) provides Bruce with graduate level training in business process analysis, database design, xml metadata development, and IM theory & methods. Bruce’s talent for bridging the gaps between business needs, RM and Archival requirements & technical best practices ensures your entire organization can benefit from a SharePoint implementation. His current focus is on mastering the infrastructure and services that support a rock solid ECM solution.
Bruce's blog site is: http://seek.itgroove.net/
10 Best SharePoint Features You’ve Never Used (But Should)Christian Buckley
A walk through of the advances made in the SharePoint 2010 platform from earlier versions, as well as a list of 10 out of the box features that most end users are not using, but should. From a webinar given on 6-5-2012
My presentation from the Boston SharePoint User Group. We discussed upgrading, and weighing the costs around infrastructure, customizations and training. We also walk through 2 methods of upgrading from SharePoint 2010.
ARMA Vancouver (in partnership with ARMA VI) invited Bruce Miller from RIMtech to give his 2 day “Managing Electronic Records with SharePoint” workshop.
Bruce Smith recaps some of the key messages about managing an EDRMS project, the roles of IT and RM, metrics for measuring progress, and 3rd party tools to add recordkeeping capabilities to SharePoint.
Bruce Norman Smith has been a SharePoint champion at Environment Canada and the Medical Council of Canada. A Master’s degree in Library and Information Studies (MLIS, McGill ‘08) provides Bruce with graduate level training in business process analysis, database design, xml metadata development, and IM theory & methods. Bruce’s talent for bridging the gaps between business needs, RM and Archival requirements & technical best practices ensures your entire organization can benefit from a SharePoint implementation. His current focus is on mastering the infrastructure and services that support a rock solid ECM solution.
Bruce's blog site is: http://seek.itgroove.net/
Getting Started
- Pre Requisites
- Installation Steps
- Features Overviews
- Business Connectivity Services
- Business Intelligence
- Identity Management
- UI enhancements for Mobile Devices
- Web Content Management
- Workflows
Getting Started with SharePoint Development
- What we can Customize?
- Tools for SharePoint Customization
Are you new to SharePoint and don’t know where to start? Perhaps you’re using SharePoint, but only for storing documents and making announcements?
Have you connected to your back-end systems? Is it time to deploy workflow and electronic forms? When’s the right time?
A well-planned SharePoint roadmap defines the business goals, timeline, strategy and vision for your collaboration initiative. It makes sure your project gets funded. It will ensure you’re investing in the right areas with a framework for success.
View the presentation, delivered at the SharePoint TechKNOWLEDGEy 2010 event in Detroit. And for more information on this or other SharePoint topics, visit www.cdh.com or our blog at www.cdhtalkstech.com.
SharePoint and Business Intelligence: Understanding the Microsoft BI Portal C...Perficient, Inc.
Businesses of all sizes are quickly recognizing the value of Business Intelligence and the value of leveraging SharePoint as a BI portal platform. In this presentation, Perficient outlines how the SharePoint platform aligns with your Business Intelligence initiatives, including Microsoft’s integrated end-to-end BI offering and the role of SharePoint.
Starting in May 2010, with SQL Server 2008 R2, Microsoft began talking more and more about "Personal BI". The focus of this discussion was a paradigm shift moving business intelligence from being something a few BI professionals do with a data warehouse to a practice done by Information Workers every day in familiar tools like Microsoft Excel and SharePoint. Over the course of this session we will show you the improvements that Microsoft has made in the 2013 stack to take this new focus from being a “nice idea” to a truly powerful reality. We will explore the improvements made to Excel, PowerPivot & Power View, & Reporting Services. We will explain the underlying technology that makes the new features possible and walk through demos of some of the shinier toys. At the end of the session you will walk away with a better understanding of what is new in 2013 for business intelligence and an extreme desire to build reusable data model that will undoubtedly bring real value to your business.
Module 1: Core SharePoint Concepts
Topics include: Introduction to SharePoint, Different SharePoint versions that you should consider and why SQL and Windows are so important to SharePoint. Other Topics -
• SharePoint Architecture
• SharePoint Licensing
• SharePoint Versions
• SharePoint Office 365 vs. The Cloud vs. On Site
• Intranet vs Internet sites in SharePoint.
• The role of Windows Server, SQL Server, and email servers etc.
• Directory hive in SharePoint.
• Introduction to SharePoint Central administration and Configuration wizard.
• Introduction to Tools used to Customize SharePoint.
What new?
HTML based Master Pages
Enhancements and alignment with mobility
Social and collaboration
SkyDrive Integration
Workflow alignment with Azure Cloud
Important new application services
Cloud App model
The Rise of SharePoint as a Business Critical HubDan Barker
SharePoint has matured since its inception in the early 2000’s from a product that provides a lot of important features to a full blown platform that small and large business are building critical solutions on. The average $1 billion company maintains, on average, 48 disparate financial systems and uses 2.7 ERP systems. SharePoint enables incredible interoperability to these various systems in a way that’s consistent across various groups within the enterprise. In this session we will talk about how SharePoint can be used to create convergence across the various line of business systems in a way that not only saves time and money but also breaks down silos that impeded productivity and innovation.
This session will provide an overview of what PerformancePoint is, where it came from, and how do you get it. We will also discuss what’s changed in the 2010 release (including with the latest SP1 update). Along with this we will go over the Dashboard Designer tool showing you how to install it and explain what it is used for. Then hold on to your seats, I will build out and deploy a fully functional and interactive dashboard within SharePoint. Along the way I will provide insight from the trenches including tips and tricks along with experience from client deployments.
SharePoint 2010 - Was ist neu, was wird besser!GFU Cyrus AG
Microsoft Office SharePoint Server (MOSS) 2007 hat sich als ernstzunehmende Plattform für Portale, Collaboration und Content Management System (CMS) am Markt etabliert und gehört laut Gartner Group neben IBM WebSphere Portal Server und SAP NetWeaver Portal zu den Marktführer dieser Kategorie Software. Ab Mitte 2010 wird die nächste Version der Microsoft SharePoint Server (MSS) 2010 erscheinen. Nach dem schon hohen Grad Alltagstauglichkeit der Version 2007 folgt der Server 2010 mit vielen produktiven Verbesserungen. Diese sind im Bereich der Bedienbarkeit (Usability), der Administration und auch der Entwicklung zu finden.
* Vorstellung der neuen SharePoint Produktpalette (Server, Suche, Designer, Visio, InfoPath, Excel, Oberfläche, Workspace)
* Demonstration der neuen Administration - Konzeptionelle Änderungen zum Vorgänger
* Demonstration der neuen Web-Oberfläche (Ribbons)
* Demonstration des neuen SharePoint Designers (Wiederverwendbarkeit von Anpassungen)
* Zusammenfassung der weiteren Neuerungen
Microsoft SharePoint 2010 Overview Session 1Sourav Nayyar
This presentation is the first in series of the 3 sessions aboutr overview of the new product by Microsoft in Content and Collaboration Space - SharePoint 2010.
Stay tuned for the upcoming sessions!
Practical Business Intelligence with SharePoint 2013Ivan Sanders
This sessions provides an overview of the new features available to business users and the knowledge they need to start building their own Dashboards using the tools they already know Excel to implement Business Intelligence features they may not have used previously like SQL Analysis Service, SQL Reporting Services, PowerView, PowerPivot, and Excel Services
Many of our SharePoint clients are asking this question, "How do I develop an executive dashboard to surface meaningful business data?"
View C/D/H’s slide deck and let us show you, with:
• An overview of Microsoft BI Platform
• Excel Services
• Business Connectivity Services
• Performance Point Services
• SQL Reporting Services with SharePoint Integration
• PowerPivot for SharePoint
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Getting Started
- Pre Requisites
- Installation Steps
- Features Overviews
- Business Connectivity Services
- Business Intelligence
- Identity Management
- UI enhancements for Mobile Devices
- Web Content Management
- Workflows
Getting Started with SharePoint Development
- What we can Customize?
- Tools for SharePoint Customization
Are you new to SharePoint and don’t know where to start? Perhaps you’re using SharePoint, but only for storing documents and making announcements?
Have you connected to your back-end systems? Is it time to deploy workflow and electronic forms? When’s the right time?
A well-planned SharePoint roadmap defines the business goals, timeline, strategy and vision for your collaboration initiative. It makes sure your project gets funded. It will ensure you’re investing in the right areas with a framework for success.
View the presentation, delivered at the SharePoint TechKNOWLEDGEy 2010 event in Detroit. And for more information on this or other SharePoint topics, visit www.cdh.com or our blog at www.cdhtalkstech.com.
SharePoint and Business Intelligence: Understanding the Microsoft BI Portal C...Perficient, Inc.
Businesses of all sizes are quickly recognizing the value of Business Intelligence and the value of leveraging SharePoint as a BI portal platform. In this presentation, Perficient outlines how the SharePoint platform aligns with your Business Intelligence initiatives, including Microsoft’s integrated end-to-end BI offering and the role of SharePoint.
Starting in May 2010, with SQL Server 2008 R2, Microsoft began talking more and more about "Personal BI". The focus of this discussion was a paradigm shift moving business intelligence from being something a few BI professionals do with a data warehouse to a practice done by Information Workers every day in familiar tools like Microsoft Excel and SharePoint. Over the course of this session we will show you the improvements that Microsoft has made in the 2013 stack to take this new focus from being a “nice idea” to a truly powerful reality. We will explore the improvements made to Excel, PowerPivot & Power View, & Reporting Services. We will explain the underlying technology that makes the new features possible and walk through demos of some of the shinier toys. At the end of the session you will walk away with a better understanding of what is new in 2013 for business intelligence and an extreme desire to build reusable data model that will undoubtedly bring real value to your business.
Module 1: Core SharePoint Concepts
Topics include: Introduction to SharePoint, Different SharePoint versions that you should consider and why SQL and Windows are so important to SharePoint. Other Topics -
• SharePoint Architecture
• SharePoint Licensing
• SharePoint Versions
• SharePoint Office 365 vs. The Cloud vs. On Site
• Intranet vs Internet sites in SharePoint.
• The role of Windows Server, SQL Server, and email servers etc.
• Directory hive in SharePoint.
• Introduction to SharePoint Central administration and Configuration wizard.
• Introduction to Tools used to Customize SharePoint.
What new?
HTML based Master Pages
Enhancements and alignment with mobility
Social and collaboration
SkyDrive Integration
Workflow alignment with Azure Cloud
Important new application services
Cloud App model
The Rise of SharePoint as a Business Critical HubDan Barker
SharePoint has matured since its inception in the early 2000’s from a product that provides a lot of important features to a full blown platform that small and large business are building critical solutions on. The average $1 billion company maintains, on average, 48 disparate financial systems and uses 2.7 ERP systems. SharePoint enables incredible interoperability to these various systems in a way that’s consistent across various groups within the enterprise. In this session we will talk about how SharePoint can be used to create convergence across the various line of business systems in a way that not only saves time and money but also breaks down silos that impeded productivity and innovation.
This session will provide an overview of what PerformancePoint is, where it came from, and how do you get it. We will also discuss what’s changed in the 2010 release (including with the latest SP1 update). Along with this we will go over the Dashboard Designer tool showing you how to install it and explain what it is used for. Then hold on to your seats, I will build out and deploy a fully functional and interactive dashboard within SharePoint. Along the way I will provide insight from the trenches including tips and tricks along with experience from client deployments.
SharePoint 2010 - Was ist neu, was wird besser!GFU Cyrus AG
Microsoft Office SharePoint Server (MOSS) 2007 hat sich als ernstzunehmende Plattform für Portale, Collaboration und Content Management System (CMS) am Markt etabliert und gehört laut Gartner Group neben IBM WebSphere Portal Server und SAP NetWeaver Portal zu den Marktführer dieser Kategorie Software. Ab Mitte 2010 wird die nächste Version der Microsoft SharePoint Server (MSS) 2010 erscheinen. Nach dem schon hohen Grad Alltagstauglichkeit der Version 2007 folgt der Server 2010 mit vielen produktiven Verbesserungen. Diese sind im Bereich der Bedienbarkeit (Usability), der Administration und auch der Entwicklung zu finden.
* Vorstellung der neuen SharePoint Produktpalette (Server, Suche, Designer, Visio, InfoPath, Excel, Oberfläche, Workspace)
* Demonstration der neuen Administration - Konzeptionelle Änderungen zum Vorgänger
* Demonstration der neuen Web-Oberfläche (Ribbons)
* Demonstration des neuen SharePoint Designers (Wiederverwendbarkeit von Anpassungen)
* Zusammenfassung der weiteren Neuerungen
Microsoft SharePoint 2010 Overview Session 1Sourav Nayyar
This presentation is the first in series of the 3 sessions aboutr overview of the new product by Microsoft in Content and Collaboration Space - SharePoint 2010.
Stay tuned for the upcoming sessions!
Practical Business Intelligence with SharePoint 2013Ivan Sanders
This sessions provides an overview of the new features available to business users and the knowledge they need to start building their own Dashboards using the tools they already know Excel to implement Business Intelligence features they may not have used previously like SQL Analysis Service, SQL Reporting Services, PowerView, PowerPivot, and Excel Services
Many of our SharePoint clients are asking this question, "How do I develop an executive dashboard to surface meaningful business data?"
View C/D/H’s slide deck and let us show you, with:
• An overview of Microsoft BI Platform
• Excel Services
• Business Connectivity Services
• Performance Point Services
• SQL Reporting Services with SharePoint Integration
• PowerPivot for SharePoint
And for more information on this or other SharePoint topics, visit our blog at www.cdhtalkstech.com.
Adobe.com Redesign: Powered by Day CQ5Day Software
Get an overview of the Adobe.com redesign project and the role Day CQ5 is playing, focusing on the initial part of the redesign: the Adobe Developer Connection.
Dermot Kennedy, Director, Global Web Production & Kevin Murphy, Director, Adobe.com Content Management, Adobe.com
Developer application lifecycle process and tools - v.5Ivan Sanders
Application life cycle process with SharePoint 2010
Tools and processes to manage life cycle of portals
the development tean
Update management
Solution versioning
Feature versioning
The webinar will include several demonstrations and discuss:
• Blended Applications for Public Facing Sites & Corporate Intranets
• SharePoint 2010 API's for Leveraging External Business Application Data
• Working with the Client Object Model (.NET, AJAX/JavaScript & Silverlight)(BDC)
• REST Services
• Strategic Approaches to SharePoint 2010 Integration with ASP.NET
• Best Practices for conversion of legacy ASP.NET applications
• Architectural and Performance Considerations
• Avoiding common pitfalls
Adobe.com Redesign: Powered by Day CQ5Day Software
Get an overview of the Adobe.com redesign project and the role Day CQ5 is playing, focusing on the initial part of the redesign: the Adobe Developer Connection.
Amy Butler, Senior Producer, Adobe.com
SharePoint: What You Need to Know Before UpgradingPerficient, Inc.
Perficient's Senior Architect Suzanne George outlines the key things you need to know before you upgrade your company's SharePoint implementation, including:
SharePoint terminology, features and versions
Roadmap planning
Licensing, upgrade and development tools
Undefined or forgotten costs
Requirements examples
Migration project plan
Governance
Content Migration Methodology
Upgrades
What’s New for IT Professionals in Microsoft® SharePoint® Server 2013 Day 2Sayed Ali
What's New in Business Intelligence?
What's New in Composites
What’s New in Enterprise Content Management
What's New in Records Management and Compliance
Similar to Empowering Business with Hybrid Code/No-Code Solutions by Bob German - SPTechCon (20)
2. Business Users Power Users / Analysts Developers
Business Technical Business Technical Business Technical
SharePoint People
3. How can we develop SharePoint solutions which
Design for Empowerment
empower business users to:
Maintain and update the solution
Change the solution to accommodate new business needs
Innovate
Empowering the Power Users
5. How can we add degrees of freedom
to these solutions?
Agenda
6. Web Parts empower business users to build their own pages and
mash-ups but…
Sometimes there isn’t a web part to do something
For more degrees of freedom:
Find ways to make the web part general
Allow for flexible editing
Build a connectable web part that can be configured in a flexible way
Approach 2007 2010 2013 Beyond
Configurable Yes Yes Yes Almost
Web Part Certainly
Connected Web Yes Yes Yes Probably
Part
Web Part
7. Client wanted a web part that shows users the weather
forecast for their location based on user profile
Client liked Accuweather widget but it isn’t integrated
with SharePoint
SOLUTION: Content Editor with Profile Web Part
Rather than a weather-specific web part – injects user profile fields into any HTML
Download the Accuweather widget and inject the user’s zip code into it
Reusable for any scenario involving HTML and user profile fields
Scenario 1 – Weather Web Part
8. Client wanted a user directory web part to put on a
departmental web page
SOLUTION: Search View Web Part
Rather than a user directory web part, build a general purpose search viewer web part
Can be configurable for many uses including cross-site document views, interactive
searching,
or person directories
Scenario 2 – User Directory Web Part
9. Client wanted a collaborative “dashboard” showing
all aspects of a property under
management
SOLUTION: Connectable Web Parts
Rather than a custom page, built a suite of connectable web parts
Business users can reconfigure, rearrange, and reuse them for other situations
Scenario 3 – Mash-up
11. InfoPath forms empower business users to create and manage the
forms but…
Sometimes you hit a brick wall when InfoPath can’t do something
For more degrees of freedom:
Create a sandboxed InfoPath solution – users can still edit and update the form
Create a web service that InfoPath can call
Approach 2007 2010 2013 Beyond
Sandboxed No Yes Yes Maybe
InfoPath Solution
Admin Approved Yes Yes Yes Maybe
InfoPath Solution
Custom Web Yes Yes Yes Probably
Service
InfoPath Form
12. Complex approval process
Approvers are selected from
Active Directory groups in the form
InfoPath does not have a way
to enumerate an AD group
SOLUTION: Custom Web Service
Set up as a secondary data source in InfoPath
Configure using InfoPath Rules
Form can still be edited by power users; web service is reusable in other forms
Scenario 1 – Look up Group Members
13. Repeating field in InfoPath – need to use it in a workflow
OOB options are – first, last, comma-separated
We needed maximum function
SOLUTION: Sandboxed Form Code
Could have used a custom workflow action to extract, but wanted to adapt the form as well
Users can still edit other form detail; no need for admin to install in Central Admin
Scenario 2 – Repeating Field
14. Form for use in a marketing request
Needed to allow users to select documents based on a
wildcard, such as M*.pptx
No support from IT – deploying a web service not possible
SOLUTION: Sandboxed Form Code
Uses SharePoint object model to query the document library
Business users can edit and install the solution
Scenario 3 – Wildcard Lookup
16. Business users can edit workflows as needs change over
time, but…
Sometimes you hit a brick wall when the built-in or SharePoint
Designer workflows don’t do something
For more degrees of freedom:
Create a custom action for SharePoint Designer
Create an event receiver that acts on an “Approval”
Approach 2007 2010 2013 Beyond
Custom Workflow No Yes Yes Maybe
Action (Sandboxed)
Custom Workflow Yes Yes Yes Maybe
Action (Farm)
Approval Event Yes Yes Yes Probably
Handler
Workflows
17. Workflow needs to strip attachments out of a form
SOLUTION: Custom Workflow Action – Sandboxed Solution
Reusable anywhere
All other logic can be handled in SharePoint Designer
Scenario 1 – Custom Form Processing
18. Workflow needs to update a line of business system following an
approval
Authorized users should be able to reconfigure the approval
process
Unauthorized users should not be able to bypass the approval
SOLUTION: Event Handler as a Farm Solution
Use OOB Approval form – site collection admins can reconfigure easily
Event handler checks to ensure it’s running on the correct form and library
Scenario 2 – Update LOB System
19. Users fill in a form and to get a SharePoint site
Uses specific site templates based on user input
Custom approval logic for deciding if the site should be created
SOLUTION: Custom Workflow Action – Sandboxed Solution
Whole workflow, approval, template selection set up in SharePoint Designer
Flexible action creates the site
Scenario 3 – Site Provisioning
21. Always consider degrees of freedom before
starting a development project
- What parts of the business process are likely to change?
- What skills to users have?
- What permissions do users have?
Choose your technologies wisely
- To future-proof your solution, pretend you’re running in Office 365
- Sandboxed solutions will probably go away
- Farm solutions might or might not be restricted in the future
Business Power Users are the SharePoint
Heroes!
Summary