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SharePoint Saturday Twin Cities - SharePoint 2007 No Code Application
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What is No-Code Application with SharePoint?
Donald Donais
• Donald Donais• Technical Educator - Benchmark Learning• Website: www.benchmarklearning.com• Email: ddonais@benchmarklearning.com• Blog: http://talesfromitside.wordpress.com• Twitter: @dondonais
• MCT, MCSE, MCSA, MCTS – Exchange and Vista, MCITP• Specializing in SharePoint, Exchange 2007, Vista, Windows 7,
Server 2003, Windows XP, ITIL v2/v3• Springboard Series Technical Expert Panel (STEP) for Windows 7
Agenda
• Getting Started with No-Code Applications• Foundational Elements• Creating and Connecting to Data• Reporting the Data• Recap: No-Code Application Creation
Getting Started with No-Code Applications
• What does No-Code Application mean?
ULTIMATELY• Will run into limitations!• Eventually may need Developer/Coding help• Time and place for No-Code and Developers
within an Organization
Key Terms
• Web Parts• Data Sources• Excel & InfoPath Form Services• KPI/ Dashboard/ Business Intelligence
– Data – Information – Knowledge – Wisdom
• Metadata• Workflow
Foundation Elements
• What is needed to create an Application?– InfoPath 2007– SharePoint MOSS 2007 (Standard or Enterprise)– SharePoint Designer 2007 (Workflow)
Foundation Elements
• What knowledge about InfoPath 2007 is needed?– Forms Creation– Data Connections and Filtering– Views– Conditional Formatting
Foundation Elements
• What kind of knowledge about SharePoint 2007 is needed?– InfoPath Form Services (MOSS 2007 Enterprise)– Creating Lists and Form Libraries– OOB Web Parts– Excel Services– Web Services– BDC Definition File
• BDC Editor, MetaMan, MOSS BDC Design Studio
Foundation Elements
• What kind of knowledge about SharePoint Designer 2007 is needed?– Data View Web Parts– Data Source Connections– Connecting Web Parts– Workflow creating and editing
Step by Step
Plan, Plan, Plan
Where is the Data?
Show Me the Information?
Plan, Plan, PlanRequirements
Design
Build
Deploy
Operate
Optimize
ApplicationManagement
Lifecycle
Answer These Questions!
• What metadata is needed?• Are there forms already created?• Does the data already exist?• What business workflows are already
established and documented?• What metrics, data, or knowledge is needed for
a particular business unit?• Who will support this business solution?
What Needs to be Documented?
• Business Processes• Business Solution Owner• Data Sources• Required Metadata• Access Requirements
Where is the Data?
Web Services
SharePoint Forms
XML RSS
BDCSQL-Oracle
Stored Where!
CREATING AND CONNECTING TO DATA
DEMO
Reporting in SharePoint Designer!
WEB PART PAGES
Web Part
Zones
Data View Parts
Web Parts
Other Ways to Report Information
• Key Performance Indicators• Excel Services• Report Center• Workflow to connect data and people
REPORTING THE DATA
DEMO
What else?
• How should this tie into current Business process?– Basis for No-Code App should be Business Process– Interview the process owners– Figure out the process inputs and outputs– Who are the Stakeholders
What else?
• Who is going to support the application when it is completed?– If IT is not involved who will support?– What parts of the Application are IT related and which
are not?– Service Level Agreements should be in place to
determine
What else?
• Where should it reside within SharePoint?– Hierarchy within SharePoint– Within the organization– Apart of IT or the business
What Changes in SharePoint 2010?
• Added or improved features include– PerformancePoint Service– Business Connectivity Service– InfoPath 2010– InfoPath Form Web Part– PowerPivot for SharePoint– SharePoint Workspaces 2010
Resources
SharePoint• Microsoft SharePoint 2007 Unleashed – Michael
Noel (author)• SharePoint for End Users –
sharepoint.microsoft.com/blogs/GetThePoint/default.aspx
Resources
SharePoint Designer• SharePoint Designer Team Blog –
blogs.msdn.com/sharepointdesigner/
• Office SharePoint Designer 2007 Step by Step – Penny Coventry
• Professional Microsoft Office SharePoint Designer 2007 – WROX Publishing
Resources
InfoPath 2007• Pro InfoPath 2007 – Philo Janus: Apress
Publishing• InfoPath Dev –
www.infopathdev.com/default.aspx• InfoPath Team Blog –
blogs.msdn.com/infopath/default.aspx
Resources
BDC Editing Tools• SharePoint 2007 SDK
http://tinyurl.com/SharePoint07SDK• BDC MetaMan
http://tinyurl.com/BDCMetaMan• MOSS BDC Design Studio
http://tinyurl.com/MOSSBDCDS
Questions?
THANK YOU!
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