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Welcome to the Minnesota SharePoint
User Group
April 14th, 2010
Business Processes with Digital Forms and Workflow
Phil Jirsa
Meeting #64
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Session Agenda• Typical Business Scenarios• Review SharePoint 2007• New and Improved SharePoint 2010• InfoPath and Web Forms• Break – 10 mins• Out of the Box Workflows • SPD Workflows + Visio 2010• Visual Studio Workflows• 3rd Party Options
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User Group Goal / Objectives
Develop and support a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies• Transfer knowledge within the community• Communicate best practices• Introduce new products / solutions
http://www.sharepointmn.com
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Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)• Technology consulting company• Microsoft Gold Certified Partner• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)• Microsoft Gold Certified Partner• Training on many technologies
Microsoft (www.microsoft.com)
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• Website for user group• SharePoint resource documents• SharePoint resource links• RSS Feeds • Meeting Schedule• Past User Group Presentations
• [email protected] www.sharepointmn.com
http://www.sharepointmn.com
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Social Networking• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter tags - @MNSPUG and #MNSPUG
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Upcoming Schedule• Next Meeting
• May 12th 9:00 AM to 11:30 AM • Microsoft’s Bloomington Office• Topic: SharePoint 2010 and Office 2010 Launch Event
Check www.sharepointmn.com for updates!
• Ongoing Schedule• 2nd Wednesday of every month• 9:00 to 11:30 am• Microsoft’s Bloomington Office
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Local EventsSharePoint 2010 Deep Dive on Business Process – April 20, 2010 *FREE*http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=BESP2010WorkPro Benchmark Learning – Edina, MN
SharePoint 2010 A Walk Around the new ‘Wheel’ – April 22, 2010 *FREE*http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=NHSP2010-101Sem Benchmark Learning – Edina, MN
[Next] SharePoint Saturday – October 2, 2010 *FREE*http://www.sharepointsaturday.org/twincities/default.aspx University of Minnesota – East Bank, Twin Cities Campus
Online EventsMicrosoft SharePoint MVP Expert Chat – TBD (End of April) *FREE*http://www.microsoft.com/communities/chats/default.mspx Facebook: http://www.facebook.com/event.php?eid=336965717244
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ConferencesTechFuse – May 6, 2010http://www.benchmarklearning.com/techfuse.aspx Minneapolis
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Announcements• SharePoint 2010 RTM and Launch announced!
– Announcement here: http://blogs.msdn.com/sharepoint/archive/2010/03/05/sharepoint-2010-office-2010-launch.aspx
– Launch event: http://sharepoint.microsoft.com/businessproductivity/proof/pages/2010-launch-events.aspx#fbid=2rTi4OD1abM
– May 12th – same day as MNSPUG
• Update Center– http://technet.microsoft.com/en-us/office/ee748587.aspx
• Good, Better, Best Document for SharePoint 2010 available– http://
download.microsoft.com/DOWNLOAD/2/A/A/2AA0D302-86A6-4AA2-A0A4-4F15FA7DBF5C/BUSINESS%20PRODUCTIVITY%20AT%20ITS%20BEST_WHITEPAPER.PDF
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Quick Intro
• Phil Jirsa– SharePoint Consultant– MCTS – WSS and MOSS Development
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Typical Business Scenarios
SharePoint Overview
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What’s Available in 2007
SharePoint Overview
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Digital Forms• SharePoint Lists• InfoPath Forms
Workflow• OOB SharePoint• SharePoint Designer• Visual Studio
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SharePoint Lists• Easy to Create• Good for Simple Data• Limited UI Options• Support for Mobile
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InfoPath Forms• Separate Form Editing Application• Simple Drag-and-Drop• XML Storage Format• Storage Options• SQL Database• Web Service• File System• SharePoint Form Library
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InfoPath Forms• Web Capabilities• Mobile Capabilities• Outlook Integration• Word/Excel Conversion Wizard• Template Parts• Connection to Workflow• Document Information Panel (DIP)
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Basic Workflow Capabilities• Start Workflow Manually or
Automatically• Visibility into Running Workflows• Collection of Historical Workflow Data
– Status of approval, errors,…• Stop (or Terminate) a Running
Workflow• Tight Integration with Office
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Understanding The Workflow Timeline
• Association– When a workflow is associated with a list– Data can be associated with the workflow
• Initiation– When the workflow is first started on a list item– Data can be associated with the instance of the workflow
• Running– Status page reflects state of the workflow– User primarily interacts via Tasks
• Termination– End an instance of a workflow
• Remove Association
Association Initiation Running Termination Remove Association
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What’s New in 2010
SharePoint Overview
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Ribbon UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser
Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS
Communities
Search
Sites
Composites
ContentInsights
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SharePoint Server 2010
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Digital Forms• SharePoint Lists• InfoPath Forms
Workflow• OOB SharePoint• SharePoint Designer• Visual Studio
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SharePoint Lists• Multiple Selection• More Items• Configurable Performance• Customizable List Forms in Web UI
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InfoPath Forms
• Customizable List Forms in InfoPath 2010
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InfoPath and Web Forms
SharePoint Overview
DEMO
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Break
Break
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Digital Forms• SharePoint Lists• InfoPath Forms
Workflow• OOB SharePoint• SharePoint Designer• Visual Studio• 3rd Party
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Out of the Box• New Site Level Workflows• Customizable with SharePoint Designer• Visualization with Visio 2010
SharePoint Designer• Parallel Execution Paths• Reusable Workflow• Visualization/Design with Visio• Exportable to Visual Studio
Visual Studio Workflow• Built-in Deployment/Debugging Tools• Workflow Events• Pluggable Workflow Services
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Lists and Libraries
Lists
• Approval• Collect Feedback• Collect Signatures• Disposition Approval
• Three State• Translation Management
Out of the Box
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OOB Workflows
SharePoint Overview
DEMO
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SharePoint Designer 2010• Redesigned for SharePoint 2010• New UI• Only Compatible with SharePoint 2010
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SharePoint Designer 2010• Create Reusable Workflows• Import/Export to Visio• New Workflow Designer Wizard
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SPD + Visio 2010
SharePoint Overview
DEMO
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Custom .NET Workflow
• Bring in the Reinforcements!• You are here because:
– Missing Specific Feature– SharePoint Designer Missing Action– Custom Data or Actions Needed– Existing Windows Workflow Investment– State Machine Workflow Requirement – Expose the Full Power of .NET
• Word of Warning – There is a steep learning curve
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Custom .NET Workflow – The Platform
• Windows Workflow Foundation• Its not just a SharePoint Platform
– Built into .NET 3.0
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Workflow – Platform Implications
• Workflow Now a Core .NET Feature– Workflow can be ‘hosted’ anywhere– SharePoint was Microsoft’s first host (CRM 4 uses
it now too)• Custom applications can host it as well• Standardized Format
– XML based file format (XOML)
• Widespread Availability
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Visual Studio
SharePoint Overview
DEMO
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3rd Party Options
• Nintex• K2• Skelta• Codeplex
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Q & A
Questions & Answers
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References• Paul Andrew -
http://blogs.msdn.com/pandrew/• SharePoint 2010 - http://
sharepoint2010.microsoft.com• SharePoint MSDN - http://
msdn.microsoft.com/en-us/sharepoint/default.aspx
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Thanks for attending!
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