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

August 13, 2010 Clayton CobbSharePoint MVP

Building a Codeless Solution in SharePoint 2010 using the 2010 versions of InfoPath, SharePoint Designer, Visio, and Outlook

Reaching New Limits Without Code

SharePoint 2010

• Microsoft MVP (SharePoint)• SharePoint 2007/2010 Architect• Planet Technologies: Director, U.S. Central Region• MCITP: SharePoint 2010 Administration• MCTS: SP2010, MOSS 2007, and WSS 3.0

Configuration• SharePoint Saturday Denver - Chairman• Colorado SharePoint Users Group (COSPUG) – Co-

Founder• Blog: Clayton’s SharePoint Madness (

http://claytoncobb.wordpress.com)• Twitter: @Warrtalon

Clayton Cobb

http://claytoncobb.wordpress.com/

IntroductionExplanation of End-to-End Use CaseOverview of Technologies UsedPieces and PartsLive DemonstrationQuestions

Agenda

Leave Request SystemAutomatedPaperlessElectronic SignaturesAuto-Detected Identities

Users submit leave requests for self or othersAccrued Leave Days stored in back-end databaseManager must approve

Rejections with comments prompt revisions by submitterApprovals finalize request and update back-end database with new leave amount

Explanation of End-to-End Use Case


Agenda

SharePoint Server 2010 EnterpriseWindows Server 2008 R2SQL Server 2008Hyper-VBusiness Connectivity Services

SharePoint Designer 2010InfoPath 2010Outlook 2010Visio 2010

Overview of Technologies Used

**All 64-bit software

Overview of Technologies Used

Visio ServicesWorkflow Visualization

Workflow Emails

Create ExternalContent TypesCreate Workflows

Create External Lists

InfoPath Forms ServicesForm Libraries

User Profile Service

WorkflowMetadata Fields

Read/WriteData to DB

Workflow DesignImport/Export


Agenda

Pieces and Parts – External Content TypeHR Database with a single table named

LeaveDays6 rows of data with Employee ID as the unique key (DBEmpID)# of Accrued Leave Days in Integer field (DBLeaveDays)

In SPD 2010, create an External Content Type tied to the LeaveDays table in the SQL 2008 HR DatabaseCreate operations for Create, Read Item/List, Update, and Delete (CRUD)Allow DBLeaveDays field to be editable but keep DBEmpID as Read-Only

Pieces and Parts – External List

In SPD 2010, create an External List using the External Content Type named LeaveDays

Accrued Leave data shows up in SharePoint just like a regular list, but the data resides in a non-SharePoint SQL database

Pieces and Parts – Leave Request FormDesign form template layout and controlsApply styling, theming, and buttonsIncorporate picture buttons (new for 2010)Utilize built-in Contact Selector (new for 2010)

Design data schema into logical groupings with meaningful namesCreate Data Connections

Submit to form libraryRetrieve info from LeaveDays external listRetrieve User Profile info from UserProfileService

Apply LogicRulesConditional FormattingPublish Form Template and Promote

Properties

Pieces and Parts – Mock Up Workflow

Create mock workflow in Visio 2010 using the SharePoint Workflow templateEnsure you have a start point and termination pointNotice the multiple decision points leading to different pathsUpon completion, Export to SharePoint Workflow in the Process Tab

Pieces and Parts – Import/Build WorkflowIn SPD 2010, click on Workflows > Import from VisioChoose the .VWI file created by the Visio exportName the new workflow and associate it with a specific list or to a content type to make it reusableFill in fields to complete workflowPublish workflow

Pieces and Parts – Completed WorkflowThis is how the full Visio workflow looks when completed in SPD 2010The 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.”Email configuration interface now has full rich text tools

Pieces and Parts – Configure Form LibraryModify your view to show the relevant fields that were promoted during the publishing processNotice that there is a new “server default” setting in Form Libraries, which defaults to opening forms in the browser (new for 2010)If you publish the form template as a content type, be sure to disable the built-in Form content typeDisable folders =)


Agenda

Codeless, Paperless, Automated Leave Request Solution

Reaching New Limits Without Code

DEMO


Agenda

Questions ?

SharePoint 2010 and Office 2010 are…More tightly integratedExtremely powerful when used togetherMore robust and empowering for non-developers

Learn to use the tools that you likely already have on your desktop (or can get for free, such as SharePoint Designer)Reach out into the community for help

MSDN SocialSharePoint 2007: http://social.technet.microsoft.com/Forums/en-US/category/sharepointSharePoint 2010: http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010

INFOPATHdev: http://www.infopathdev.com/

Wrap Up

http://social.technet.microsoft.com/Forums/en-US/category/sharepoint



http://social.technet.microsoft.com/Forums/en-US/category/sharepoint2010



http://www.infopathdev.com/

http://www.infopathdev.com/

claytoncobb.wordpress.comwww.go-planet.com

Twitter: @WarrtalonPersonal: [email protected]: [email protected]

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

Technology

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