Transcript PWR 103 - Power User tools of the SharePoint tradex

(No-Code) Tools of the
SharePoint Trade
Asif Rehmani, SharePoint MVP
VisualSP
Download my presentations at:
http://bit.ly/asifconference
Agenda
2 minutes intro about me and our company
The importance of going no-code and tools you can use
Examples of a few no-code solutions
Lessons learned
Please Help me understand
who You are
About me - Asif Rehmani
Trainer
Founder and CEO
VisualSP
Chicago, USA
Conference Speaker
Contact
@asifrehmani
[email protected]
www.VisualSP.com
Author
SharePoint MVP, MCT
Trainer and Consultant
About our company - VisualSP
Two Solutions
Help System
Training Center
VisualSP Help System
In-context support through Help tab
Help Tab
List of in-context Help Items
Help users when
They need it
most
Help items for
current page and
context
VisualSP Training Center
SharePoint topics covered
End User
SharePoint Site Administration
InfoPath
SharePoint Designer
Workflows
Branding
Project management
Metadata Management
Access and Access Services
Records Management
Business Connectivity Services
Search
Reporting
JavaScript customizations
• Hundreds of SharePoint
video tutorials
• Fully narrated by
SharePoint experts
Come visit us
at our booth
Target audience for this session:
Intranet/Web Content Manager
Portal Solutions Manager
SharePoint Guy/Gal
SharePoint Guru
Session level:
250 – Intermediate
Session focus
Tools to use to build on top of the SharePoint platform
What can SharePoint do?
Collaboration
Document management
Internal Social Network
Forms
Process Automation
(Workflows)
Business Intelligence
Reporting
Search
Metadata Management
…
Super secret
The next version will even
make coffee!
Creating Solutions
Recommended sequence when creating your solutions:
1.
2.
3.
Browser based only
Use no-code tools
Use code tools
OR
3rd party products
Power User’s motto:
“Let’s not write code until
we have to write code.”
Let’s look at an example…
Search based solutions
Demo: Search Web Parts
Show pre-configured data on pages using
Search web parts
Live pre-defined
search results on
web pages
Ability for users to
refine the results
as needed
How do we define ‘no-code’ ?
Yes
Browser
Office applications
Desktop application built for SharePoint and related technologies
Scripting technologies (*debatable…)
No
Visual Studio
Managed code
Why go ‘no-code’?
Possibilities of what you can do are Enormous!
Quick learning curve
Easier ongoing management of solution
Delegate responsibility easily
Guess who’s ‘trying to’ make a
comeback..?
Microsoft Access
Access Web Apps
Using Access 2013 to simplify web
development
Access 2013 –
Used to create the interface of the app
SharePoint 2013 / Office 365 –
Used to host the front end of the app
SQL Server 2012 –
Used as the backend data storage technology for the app
Time for another demo
Demo: Access Web App
Create web applications using Access
Build Access web apps and launch to SharePoint Online
Implement Quick Wins
Identify real pain points and focus in on them
The customization continuum
Customize
SharePoint
Out-of-the-Box
(sites, docs, lists, social)
Declarative
Capabilities
SharePoint
Composites
(Doc Sets,
Records, Search)
(Access App, BI,
Workflow, BCS)
Managed Code
(Apps, CSOM,
Reusable components)
Process Automation
No-code Workflows
Workflow tools
Browser
SharePoint Designer 2013
Visio 2013
Visual Studio 2012/2013
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SharePoint 2013 - Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow
Manager (WM)
Workflow no longer runs in the SharePoint content farm /
servers
SharePoint farm & Workflow Manager farm can be on same /
different servers
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The ‘New Stuff’
Stages
Web Services
•
•
New base level concept of
stages
Able to call into Rest/HTTP
web services
Visual Designer
Loops!
•
•
•
Direct Visio incorporation
Stage-Level Diagrams
New Task Actions
•
Quick and easy to create
tasks and approval
processes
Able now to loop indirectly
with stages or directly with
the new Loop actions
Copy/Cut and Paste
•
Core copy/cut and paste
abilities now introduced
2010 and 2013 style workflows
SharePoint Designer
2010
2013
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Are there any
differences..?
New Workflow Activities & Actions
New Actions & Activities
Microsoft Project Specific
Actions
Assign a Task
Get Property from
[Dictionary/DynamicValue]
Create a Project from Current Item
Start a Task Process
Count Items in
[Dictionary/DynamicValue]
Set the current project stage status to
this value
Go to This Stage
Trim String
Set the status field in the idea list item
to this value
Call HTTP Web Service
Find Substring in String
Wait for Project Event
Start a List Workflow
Replace Substring in String
Set this field in the project to this
value
Start a Site Workflow
Translate Document
Build [Dictionary/DynamicValue]
Set Workflow Status
Demo:
SharePoint Designer 2013
Workflows
Examples of no-code solutions
Review and
approve
document
workflows
Human
Resource
portals
Expense
reporting
Self-service
reporting,
financial
dashboards
New-hire
orientation
sites
Structured
documents:
contracts,
RFPs, &
invoices
Ideation,
feedback, &
“suggestion
boxes”
And now.. The story of InfoPath
InfoPath 2010 & 2013
Library form
Custom SharePoint list form
Forms update (from Microsoft)
FoSL
Canceled / Delayed
Indefinitely
FoSL – Forms on SharePoint Lists
Canceled / Delayed
Indefinitely
Even more ideas for no-code
solutions…
Location Mapping
Use Geolocation column for live mapping
Show maps directly within lists and libraries
Dynamic
Dashboards
PowerView to visualize data
More Dashboards
PerformancePoint Dashboard
Designer
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And more Dashboards
SQL Server PowerPivot
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Project Management
Utilize Project Server to
manage projects
SharePoint Composites Showcase
created by Mark Gillis from Microsoft
http://technet.microsoft.com/en-us/sharepoint/dn594430
How do I practice my ideas and concepts?
Watch free videos at:
http://visualsp.com/video-categories/all-free-videos/
Get a sandbox environment for practicing:
Build your own dev VM
Or
Try the templates available at CloudShare –
http://www.cloudshare.com
Or
Office 365 Trial
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Call to Action
Download my presentations at:
http://bit.ly/asifconference
Watch video tutorials at:
VisualSP.com
Thank You!
@asifrehmani
[email protected]
www.visualsp.com