Create with SharePoint 2010 Jen Dodd Sr. Solutions Consultant

Work Challenges I.T. vs. The Business Business Demands on individual and organizational productivity IT Funds and Resources IT backlog of unmet needs World peace

Power struggles = No Peace Business needs empowerment Access Agility Self-service Innovation IT needs control Governance Management Centralization Cost controls World peace

Can’t we all just get along? Disconnect = Geeks vs. Suits World peace

SharePoint Composites Composites - robust business solutions created with out-of-the-box SharePoint components and tools with little or no need for custom code Composites Suits Geeks

SharePoint Composites Provides IT with a standardized, controlled and managed platform that makes them more popular with the business users Composites Provides business users with the ability to react quickly, improve productivity and solve many types of business problems

Scenarios Document Processing Human workflow Pricing Analysis Executive Dashboard Delivery scheduling Contract Management Project Planning Composites

Components and Tools Lists, Libraries and Web Parts Browser-based customizations Partner Add-ons SharePoint Designer 2010: workflows and rich data views InfoPath 2010: Custom forms Outlook, Word and Workspace: Surface and work with data Visio Services: workflows and visualizations Access Services: share and publish databases Business Connectivity Services: leverage enterprise data Full read and write access: offline and while connected Search Sandboxed Solutions: Manage custom code and allow developers to test code in isolated areas Composites

Improved List Views I love my list but can I make it do this…? YES! End-user friendly – Enhanced user experience including Ribbon UI and new multi-selection model – learning curve – Inline editing support…WAY COOL! Lists

Improved List Views Designer Friendly – Rich customization support through SharePoint Designer while preserving browser UI experience – Extensible and shareable custom styles – Popular designer features such as conditional formatting Lists

Improved List Views More robust ways to access data – Display enterprise data through Business Connectivity Services (BCS) – Cross-web list views displaying data from another web – Display list data joined from different lists Lists

Visio Services Overview 3 Areas of interest for Composites Service application that allows users to share and view Visio diagrams (.vdw file format) in a Web browser without having Visio installed on their local computer Visio Services

Overview 3 Areas of interest for Composites Published diagrams can be connected to various data sources and render affected data graphics and text fields. Visio Services

Overview 3 Areas of interest for Composites Visio also has a new template "Microsoft SharePoint Workflow" that allows you to add new "Shapes" that can be used to model a SharePoint workflow. The workflow diagram can then be exported to.vwi (visual workflow interchange) file for editing in SharePoint Designer Visio Services

Overview Data Sources supported by Visio Services Visio Services 1.Sheet information stored in Excel workbooks published from Excel 2007 or 2010 hosted on the same SharePoint Server 2010 farm 2.SharePoint Server lists 3.SQL Server 7.0, 2000, 2005 (32- & 64- bit), 2008 (32- & 64-bit) 4.OLEDB or ODBC connections 5.Custom Data Providers implemented as.NET Framework assemblies

Data visualization – Users can use an out-of-the-box Web Part to apply filtering criteria to a diagram to restrict what is and is not rendered – Contents of the Visio diagram are indexed and are accessible within search results –.vdw diagrams can only be created by Visio 2010 Visio Services

SharePoint Designer 2010 Workflows New Workflow Models – Site Workflows: allows workflows to run that are not associated with a list or a library, they are started manually, through the SharePoint user interface or via the SharePoint API – Reusable Declarative Workflows: SPD 2010 allows you to create workflows that can be reused and associated with multiple lists or libraries. The ‘Save as Template’ command can be used to create a WSP file containing a reusable workflow which can be moved to another SharePoint server or to Visual Studio 2010 – High Privilege Workflows: you can specify an account to run a workflow as to give it additional needed permissions, individual steps can be added that enable it to run as the author of the workflow instead of the logged on user SharePoint Designer

SharePoint Designer 2010 Workflows – The Task designer can build a more complex approval process, and you can use very sophisticated workflow logic without resorting to code – enhancements - Subject line had to be a dynamic string to concatenate static content with a variable. String builder is built in. – Text editor exists in body. – Parallel block - Any actions in the block will happen in parallel; steps need to be serial – Nested "if" statements – XSN form files are created with SharePoint Designer workflows so they can be edited in InfoPath – Not backwards compatible - can only be used with SP 2010 – SharePoint Designer 2010 is FREE!!! SharePoint Designer

SharePoint Designer 2010 Workflows – Now allows you to edit the out-of-the-box workflows that come with SharePoint – If new columns are specified in a workflow, they will automatically be added to the schema of the list that you associate with the workflow, known as associated columns – User profile data can be bound to properties in workflow, making it possible to get information about the SharePoint user profile. For example, you could look up the name of a direct manager for approvals SharePoint Designer

Demo List and Data views Visio 2010 chart Connect to a data source Visio workflow SharePoint Designer workflow SharePoint Designer data view InfoPath 2010 forms Demo

W rld Peace!! Jen Dodd SharePoint Consultant 5280 Solutions Thank You