1. Integrating SharePoint 2010 with Office 2010
Donovan Follette
Technical Evangelist
Microsoft Corporation

2. Agenda

3. SharePoint as a Solution Platform
Custom
Custom Site/List Def
Code Based Workflows
Custom Web Parts
Event Receivers
Ribbon UI Customization
Custom Branding
Declarative
Rules-Based Workflows
Data View Web Parts
Theming
Page Layouts
LOB Data Integration
Site Templates
User Customizations
Custom Lists
Out of the Box

4. Excel & Excel Services New REST API
Enables embedding of ranges and charts contained in a workbook on a web page
Changes in underlying workbook are automatically reflected when web page is (re-) loaded
Properties, list of properties you can control – e.g. turn the ribbon off
Possibly the most powerful thing is there is an eventing model. So when somebody does something on the page –
Selects a cell, a sheet or they edit something, there’s an event that fires
You can listen for this in code and then perform business logic on it.
REST – no code needed, just construct a URL
Returns: data (ATOM), images, HTML

5. Solutions with Excel & Excel Services
Demo
Solutions with Excel & Excel Services

6. Excel & Excel Services Solutions
Visual Studio Connections
Excel & Excel Services Solutions
Upload Excel workbook
Choose which workbook elements to expose
Via _vti_bin/ExcelRest.aspx
Retrieve the model
Drill into the named ranges
Copy/paste the URL into Word/PowerPoint
Updates will be available at

7. InfoPath 2010 Scenarios Information Worker
Customize List Forms
Take Lists Offline
Application Data in Lists
Office Business Application Builder
Workflows in SharePoint Designer
External data using BCS
Custom code running in Sandbox

8. Customize SharePoint List Forms
Accessible with a single click in SharePoint

9. Rich Form Design Experience
InfoPath 2010 provides design services
Layout
Themes
Table Layout
Behavior
Rules
Custom Code
Data
Binding
External Data

10. Offline Support in InfoPath 2010
Handled by SharePoint Workspace
Provides an offline cache of SharePoint sites
Hosts custom InfoPath Forms
Same forms that are used by Forms Services

11. Visual Studio Connections
InfoPath Solutions
Default Form for Lists, Workflows, etc.
Single-click from SharePoint to InfoPath
Word-like editing for Form design
Easy connections to external data sources
OOB support for SharePoint lists
SOAP Web services
REST Web services
Publish to SharePoint
Updates will be available at

12. Access & Access Services
With Access 2010, you can
Centrally store and distribute Access solutions
Build a Web Database
Publish to a SharePoint on premises or online*
Provide data access from anywhere
Share and collaborate with others
Use SharePoint permissions to determine who can see what
* SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online.
Learn more at

13. Web Database Design Considerations
Create Database Objects for the Web
Use Web Ready objects
Add client-only forms or VBA only if needed
Not usable in web environment, but still can be used on the client
Create tab of a client only database:
Create tab of a web database:
Note Globes in icons which signify it is a Web Ready object

14. Publish to Access Services
ACCDB  SharePoint Site
Access Tables  SharePoint Lists
Access Forms  ASPX Pages
Access Reports  RDL (SQL Server Reports)
UI Macros  JavaScript
Data Macros  SharePoint Workflows

15. Solutions with Access & Access Services
Demo
Solutions with Access & Access Services

16. Access & Access Services Solutions
Visual Studio Connections
Access & Access Services Solutions
Selected a Web Database template
Published it to SharePoint Access Services
Modify the UI
Re-synch with Access Services
Updates will be available at

17. Visio 2010 & SharePoint Designer 2010
Visual Studio Connections
Visio 2010 & SharePoint Designer 2010
Visio 2010
New SharePoint workflow template
Supports almost all actions & conditions in SPD
Exports .vwi file
SharePoint Designer 2010
Imports .vwi file
Supports round-trips to Visio
Updates will be available at

18. Visio, SharePoint Designer & Workflow Solutions
Demo
Visio, SharePoint Designer & Workflow Solutions

19. Visio & SharePoint Designer Workflow Solutions
Visual Studio Connections
Visio & SharePoint Designer Workflow Solutions
Select a SharePoint Workflow template in Visio
Build Visio workflow and export .vwi
Import .vwi file into SharePoint Designer
Declaratively add workflow logic
Publish workflow to SharePoint
Updates will be available at

20. Business Connectivity Services
Allows easy surfacing of external data into SharePoint External List
On-line/Off-line aware
Read/Write data operations
No-code support in SharePoint Workspace & Outlook
No-code Tooling in SharePoint Designer
.NET, SQL Server, WCF

21. External Content Type for a LOB System
Microsoft SharePoint Conference 2009
5/9/2018
External Content Type for a LOB System
SharePoint Workspace with InfoPath Forms
Outlook Forms and Task Panes
SharePoint External Lists
External Content Type
Customer
CustomerID
FirstName
LastName
Address
Talking points:
BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications
Can be reused in
External List
Search
Outlook
SharePoint Workspace
Word
InfoPath
Access
Other Office applications via code
Search Results
Office
Apps
External data
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010
Demo
Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010

23. Visual Studio Connections
BCS & SharePoint Designer Solutions for SharePoint Workspace & Outlook 2010
Build an ECT for a LOB source
Create an External List from the ECT
Take the External List offline in SharePoint Workspace
Surface the External List in Outlook 2010
Updates will be available at

24. Visual Studio 2010 & Office to Access SharePoint List Data?
Microsoft SharePoint Conference 2009
5/9/2018
Visual Studio 2010 & Office to Access SharePoint List Data?
SharePoint Client Object Model (SP COM)
Unified object model across all clients
JavaScript, .NET CLR, Silverlight CLR
Subset of Server OM
Webs, Lists, ListItems, Content Types, Fields, External Lists, etc.
Limited to Site Collections, Site level and below
Work with data via REST
SharePoint listdata.svc
Powered by WCF Data Services
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

25. SP Client Object Model Solution
Office 2010 Client
External Systems
Look at: - A SP COM document-level solution
Add-in using SP COM
ECT Connectivity to CRM Database
BCS
External List
CRM Database
Customer Table
SharePoint Server 2010

26. WCF Data Services Solution
Office 2010 Client
Look at a WCF Data Services solution
Add-in using WCF DS
SharePoint Server 2010
Review SharePoint Lists accessed via listdata.svc
SharePoint List
listdata.svc

27. Demo
Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins

28. Visual Studio Connections
Summary
There are a number of Office integration options
Excel & Excel Services REST
InfoPath & Forms Services
Access & Access Services
Visio & SharePoint Designer for Workflows
SPD & Business Connectivity Services
Visual Studio 2010 to build Office Add-ins
Updates will be available at

29. Resources MSDN Office Developer Center - msdn.microsoft.com/office
Channel 9 - channel9.msdn.com/learn/courses/Office2010/
donovanf’s Blog - blogs.msdn.com/donovanf/
SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow
That’s it for this presentation. To summarize, to get started with the Open XML SDK, be sure to download the SDK, the Productivity Tool, and the Open XML Package Editor for Visual Studio. Then, hit up the references listed at the bottom of this slide to learn more.