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Integrating SharePoint 2010with Office 2010<br />Donovan Follette<br />Technical Evangelist <br />Microsoft Corporation <b...
Agenda<br />
SharePoint as a Solution Platform<br /><ul><li>Custom Site/List Def
Code Based Workflows
Custom Web Parts
Event Receivers
Ribbon UI Customization
Custom Branding
Rules-Based Workflows
Data View Web Parts
Theming
Page Layouts
LOB Data Integration
Site Templates
User Customizations
Custom Lists</li></ul>Out of the Box<br />Declarative<br />Custom<br />
Excel & Excel Services<br />New REST API<br />Enables embedding of ranges and charts contained in a workbook on a web page...
Demo<br />Solutions with Excel & Excel Services<br />
Excel & Excel Services Solutions<br />
InfoPath 2010 Scenarios<br />
Customize SharePoint List Forms<br />Accessible with a single click in SharePoint<br />
Rich Form Design Experience<br />InfoPath 2010 provides design services<br />Layout<br />Themes<br />Table Layout<br />Beh...
Offline Support in InfoPath 2010<br />Handled by SharePoint Workspace<br />Provides an offline cache of SharePoint sites<b...
InfoPath Solutions<br />
Access & Access Services<br />With Access 2010, you can<br />Centrally store and distribute Access solutions<br />Build a ...
Web Database Design Considerations<br />Create Database Objects for the Web<br />Use Web Ready objects<br />Add client-onl...
ACCDB  SharePoint Site<br />Access Tables  SharePoint Lists<br />Access Forms  ASPX Pages<br />Access Reports  RDL (SQ...
Demo<br />Solutions with Access & Access Services<br />
Access & Access Services Solutions<br />
Visio 2010 & SharePoint Designer 2010<br />Visio 2010<br />New SharePoint workflow template<br />Supports almost all actio...
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Session 5-SharePoint with Office-Donovan Follette

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Session 5-SharePoint with Office-Donovan Follette

  1. 1. Integrating SharePoint 2010with Office 2010<br />Donovan Follette<br />Technical Evangelist <br />Microsoft Corporation <br />
  2. 2. Agenda<br />
  3. 3. SharePoint as a Solution Platform<br /><ul><li>Custom Site/List Def
  4. 4. Code Based Workflows
  5. 5. Custom Web Parts
  6. 6. Event Receivers
  7. 7. Ribbon UI Customization
  8. 8. Custom Branding
  9. 9. Rules-Based Workflows
  10. 10. Data View Web Parts
  11. 11. Theming
  12. 12. Page Layouts
  13. 13. LOB Data Integration
  14. 14. Site Templates
  15. 15. User Customizations
  16. 16. Custom Lists</li></ul>Out of the Box<br />Declarative<br />Custom<br />
  17. 17. Excel & Excel Services<br />New REST API<br />Enables embedding of ranges and charts contained in a workbook on a web page<br />Changes in underlying workbook are automatically reflected when web page is (re-) loaded<br />
  18. 18. Demo<br />Solutions with Excel & Excel Services<br />
  19. 19. Excel & Excel Services Solutions<br />
  20. 20. InfoPath 2010 Scenarios<br />
  21. 21. Customize SharePoint List Forms<br />Accessible with a single click in SharePoint<br />
  22. 22. Rich Form Design Experience<br />InfoPath 2010 provides design services<br />Layout<br />Themes<br />Table Layout<br />Behavior<br />Rules<br />Custom Code<br />Data<br />Binding<br />External Data<br />
  23. 23. Offline Support in InfoPath 2010<br />Handled by SharePoint Workspace<br />Provides an offline cache of SharePoint sites<br />Hosts custom InfoPath Forms<br />Same forms that are used by Forms Services<br />
  24. 24. InfoPath Solutions<br />
  25. 25. Access & Access Services<br />With Access 2010, you can<br />Centrally store and distribute Access solutions<br />Build a Web Database<br />Publish to a SharePoint on premises or online*<br />Provide data access from anywhere<br />Share and collaborate with others<br />Use SharePoint permissions to determine who can see what<br />* SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online. <br />Learn more at http://office365.com<br />
  26. 26. Web Database Design Considerations<br />Create Database Objects for the Web<br />Use Web Ready objects<br />Add client-only forms or VBA only if needed<br />Not usable in web environment, but still can be used on the client<br />Create tab of a client only database:<br />Create tab of a web database:<br />Note Globes in icons which signify it is a Web Ready object<br />
  27. 27. ACCDB  SharePoint Site<br />Access Tables  SharePoint Lists<br />Access Forms  ASPX Pages<br />Access Reports  RDL (SQL Server Reports)<br />UI Macros  JavaScript<br />Data Macros  SharePoint Workflows<br />Publish to Access Services<br />
  28. 28. Demo<br />Solutions with Access & Access Services<br />
  29. 29. Access & Access Services Solutions<br />
  30. 30. Visio 2010 & SharePoint Designer 2010<br />Visio 2010<br />New SharePoint workflow template<br />Supports almost all actions & conditions in SPD<br />Exports .vwi file<br />SharePoint Designer 2010<br />Imports .vwi file<br />Supports round-trips to Visio<br />
  31. 31. Demo<br />Visio, SharePoint Designer & Workflow Solutions<br />
  32. 32. Visio & SharePoint DesignerWorkflow Solutions<br />
  33. 33. Business Connectivity Services<br />Allows easy surfacing of external data into SharePoint External List<br />On-line/Off-line aware<br />Read/Write data operations<br />No-code support in SharePoint Workspace & Outlook<br />No-code Tooling in SharePoint Designer<br />
  34. 34. External Content Type for a LOB System<br />Outlook Forms and Task Panes<br />SharePoint Workspace with InfoPath Forms<br />SharePoint External Lists<br />External Content Type<br />Customer<br /> CustomerID<br />FirstName<br /> LastName<br />EmailAddress<br />Search Results<br />Office<br />Apps<br />External data<br />
  35. 35. Demo<br />Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010<br />
  36. 36. BCS & SharePoint Designer Solutionsfor SharePoint Workspace & Outlook 2010<br />
  37. 37. Visual Studio 2010 & Officeto Access SharePoint List Data?<br />SharePoint Client Object Model (SP COM)<br />Unified object model across all clients<br />JavaScript, .NET CLR, Silverlight CLR<br />Subset of Server OM<br />Webs, Lists, ListItems, Content Types, Fields, External Lists, etc.<br />Limited to Site Collections, Site level and below<br />Work with data via REST<br />SharePoint listdata.svc<br />Powered by WCF Data Services<br />
  38. 38. SP Client Object Model Solution<br />Office 2010 Client<br />External Systems<br />Add-in using SP COM<br />CRM Database<br />Customer Table <br />SharePoint Server 2010<br />Look at: - A SP COM document-level solution<br /> External List<br />ECT Connectivity to CRM Database<br />BCS<br />
  39. 39. WCF Data Services Solution<br />Office 2010 Client<br />Add-in using WCF DS<br />SharePoint Server 2010<br />Look at a WCF Data Services solution<br />SharePoint List<br />Review SharePoint Lists accessed via listdata.svc<br />listdata.svc<br />
  40. 40. Demo<br />Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins<br />
  41. 41. Summary<br />There are a number of Office integration options<br />Excel & Excel Services REST<br />InfoPath & Forms Services<br />Access & Access Services<br />Visio & SharePoint Designer for Workflows<br />SPD & Business Connectivity Services<br />Visual Studio 2010 to build Office Add-ins<br />
  42. 42. Resources <br />MSDN Office Developer Center - msdn.microsoft.com/office<br />Channel 9 - channel9.msdn.com/learn/courses/Office2010/<br />donovanf’sBlog - blogs.msdn.com/donovanf/<br />SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow<br />

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