European SharePoint Best Practice Conference - April 2011
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BEST PRACTICES CONFERENCE SHAREPOINT Clarity. Direction. Confidence. CUTTING COSTS USING SHAREPOINT 2010 Alan Richards
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Slide deck from the European SharePoint Best Practice Conference in London, April 2011.How to use SharePoint 2010 to cut costs and improve efficiency
Transcript of European SharePoint Best Practice Conference - April 2011
BEST PRACTICES CONFERENCE SHAREPOINT
Clarity. Direction. Confidence.
CUTTING COSTS USING SHAREPOINT 2010
Alan Richards
BEST PRACTICES CONFERENCE SHAREPOINT
About Me
Alan RichardsInformation Systems Manager @ West Hatch High School
Worked in IT in Schools for over 17 years
ExperienceFirst School in UK to launch SharePoint 2010 based public website
Presented at many SharePoint events and the BETT 2011 show in London
Many Microsoft case studies and press articles about how we use IT and in particular SharePoint
BEST PRACTICES CONFERENCE SHAREPOINT
Paperless School Project
Tight economic conditions
Reducing budgets
Portray a different view of ITNot a black hole for money
Invest to save
Academic Review Day£8000 a year spent on paper and admin for 2 days a year
Transfer all paperwork into online forms
Easier data analysis
Easier reporting
Data to hand
BEST PRACTICES CONFERENCE SHAREPOINT
TopicsSharePoint 2010
List or form library
InfoPath 2010
Form design
Interaction with SharePoint 2010
Rules
Submitting data methods
SharePoint Designer 2010
Designing workflows
Workflow initiation
BEST PRACTICES CONFERENCE SHAREPOINT
SHAREPOINT 2010
BEST PRACTICES CONFERENCE SHAREPOINT
List or Form Library
Form libraryStores copy of form as it was completed
Can store data fields from the formThese fields can be used to search the data
ListDoes not store copy of form
Does store a link to open the form
Stores all data fields in the list
Lists can be exported to Excel
BEST PRACTICES CONFERENCE SHAREPOINT
INFOPATH 2010
BEST PRACTICES CONFERENCE SHAREPOINT
InfoPath 2010
Part of the Office suite
Used to create forms from a multiple of sources
Multiple ways of submitting dataList
SQL
BEST PRACTICES CONFERENCE SHAREPOINT
Demo
BEST PRACTICES CONFERENCE SHAREPOINT
SHAREPOINT DESIGNER 2010
BEST PRACTICES CONFERENCE SHAREPOINT
SharePoint Designer 2010
Mostly known for branding SharePoint
Used to design workflows
For complicated workflows you can design in Visio and import into Designer
BEST PRACTICES CONFERENCE SHAREPOINT
Demo
BEST PRACTICES CONFERENCE SHAREPOINT
FITTING IT ALL TOGETHERDEMO
BEST PRACTICES CONFERENCE SHAREPOINT
Best PracticeCreate the list using InfoPath 2010
Stores all the fields from the form
Easily extract the data
Set options for successful and failed submission
Use code in InfoPath to reduce clicks Make it easier for the user
Filter fields from data in other fields
Auto complete fields if you can
Make relevant fields read only
Use validation rules
Limit view to list itemsAdd code to the end of the newform.aspx address
/Listname/NewForm.aspx?Source=/SitePages/Default.aspx
Set permissions on listRead items
Edit items
BEST PRACTICES CONFERENCE SHAREPOINT
Contact Me
www.edutechnow.com
twitter.com/arichards_Saruk
BEST PRACTICES CONFERENCE SHAREPOINT
Clarity. Direction. Confidence.
THANK YOU FOR LISTENING
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