Power User functionality in SharePoint 2013 - SP Intersection
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SharePoint IntersectionSession
What’s in SharePoint 2013 for me as a Power User?
Asif RehmaniSharePoint MVP and MCT
SharePoint-Videos.com
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Asif Rehmani
CEO and FounderVisualSP / SharePoint-Videos.com ChicagoUSA
Contact
Author
Trainer and Consultant
SharePoint MVP, MCT
Conference Speaker
SPCTechEdSPTechConSP ConnectionsSP FestDev IntersectionAnd many more…
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Expert Tutorials
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List of in-context Help ItemsHelp Tab
VisualSPIn-context support through Help tab
Help users when They need it most
Help items for current page and context
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Giveaways for today’s session
1 Year access to
890+ SharePoint Video Tutorials
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Session focus
Understand the opportunities available for Power Users to build solutions on top of SharePoint 2013
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How I became a Power User
1995 – Started programming in Visual Basic 4
1998 – Created solutions using C, C++, ASP 2.0 etc.
2002 – Started with ASP.NET (C# mainly). Developed prototype solutions for SharePoint
2004 – Wrote a development course on SharePoint 2003 and taught it
2007 – Started with no-code development technologies and became a Power User evangelist (trainer, consultant, writer, etc.). Never looked back since then
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Basically…
I’m a recovering SharePoint developer
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Is there a difference between an Information Worker
and aPower User ?
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Information Workers and Power Users
Information Worker / End User –A person who uses information to assist in making decisions or taking actions
Power Users –Computer user who uses advanced features of programs which are not used by the average user (information worker)
The focus of this presentation is on : Power Users
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Power Users also known as -
No-code developers
Citizen developers
Enlightened users ;-)
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“Citizen Developers will create 25% of New Business Applications by 2014”
Gartner, July 14, 2011
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How a Power User is ‘born’
Power User
Information Worker
Developer / IT Pro
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“Let’s not write code until we have to write code.”
Power User’s motto:
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CustomizeSharePoint
Out-of-the-Box(sites, docs, lists,
social)
SharePointComposites
(Access App, BI,Workflow, BCS)
DeclarativeCapabilities
(Doc Sets, Records, Search)
Managed Code(Apps, CSOM,
Reusable components)
The customization continuum
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What can SharePoint do?
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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!
NDA
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Because it can, doesn’t mean you should
Focus on Quick Wins
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Identify true pain points and focus in on them (sounds easy, right?)
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Build Powerful and easy to maintain solutions
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Questions to ask yourself
Correct questions What do our users need? What does our business need? What’s the return on investment long term for those solutions? Who is going to maintain it?
Incorrect questions What can SharePoint do? How much is the initial cost of the solution?
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What can SharePoint do for your business?
Human resource on-boarding process Vacation scheduling system Vendor management portal Employee training scheduling and materials Business performance reporting Company knowledge base Help desk portal Inventory tracking …
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Build no-code solutions
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Why go ‘no-code’?
Possibilities of what you can do are Enormous!
Quick learning curve
Easier ongoing management of solution
Delegate responsibility easily
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How we define ‘no-code’
Yes Browser Office application Desktop application built for SharePoint and related
technologies Scripting technologies
No Visual Studio Managed code
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Creating Solutions
Recommended sequence when creating Your solutions:
Browser based only Use no-code tools Use code tools OR 3rd party product
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Topics covered
SharePoint 2013 interface and browser based opportunities SharePoint Designer 2013 Overview SharePoint Designer 2013 Workflows Access 2013 Excel 2013 and PowerView Search Web Parts InfoPath 2013
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The new interface
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http://sharepoint-videos.com/module-1/walkthrough-of-sharepoint-2013-team-site/
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Demo: SharePoint 2013 UI Walkthrough
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Beautiful Intranets
Make your Intranet come alive
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Geolocation column
Show a location map right within your list or libraryhttp://blog.sharepoint-videos.com/my-geolocation-video-on-mvp-award-blog/
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Demo: Geolocation
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Self Service Powerful Search
Empower users to discover information
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Demo: Search web parts
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“Citizen Developers will create 25% of New Business Applications by 2014”
Gartner, July 14, 2011
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SharePoint Designer 2013
What’s new and what has changed?
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What’s gone
Design View http://blog.sharepoint-videos.com/sharepoi
nt-designer-2013-data-view-web-part-list-view-web-part-design-view-is-gone/
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Workflow tools
Browser SharePoint Designer 2013 Visio 2013 Visual Studio 2012/2013
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SharePoint Designer 2013 Workflows
Automate business processes
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SharePoint Designer Workflow Types
Attached directly to List
Associated to Lists/Content
Types
Site based – not associated to List or Content Type
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2010 and 2013 style workflowsSharePoint Designer
2010
2013
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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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New Workflow Activities & Actions
New Actions & ActivitiesMicrosoft 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
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The ‘New Stuff’ Stages• New base level concept of
stages
Visual Designer• Direct Visio incorporation• Stage-Level Diagrams
New Task Actions• Quick and easy to create
tasks and approval processes
Web Services• Able to call into Rest/HTTP
web services
Loops!• 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
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Demo: SharePoint Designer 2013 Workflows
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Creating / Acquiring new Workflow actions
Create new workflow actions using Visual Studio
Acquire workflow actions through vendors:http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx
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What will happen to my workflows when we upgrade from SharePoint 2010 to 2013?
They will get transferred as SharePoint 2010 workflows
You can modify them with almost* the same type of environment as in 2010
* With the added ability to use copy/paste functions
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Copying a workflow to another List or Site
Save as workflow template
Export to Visio
Copy / Paste stages
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Packaging a workflow
SharePoint Designer 2010: Only reusable workflows can be packaged
SharePoint Designer 2013: List workflows, Reusable workflows and Site
workflows can all be packaged as a wsp
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Example of fairly advanced workflow
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
Example of using:
• Stage
• Loop
• Web service
• Workflow variables
• Dictionary variable
• XML to JSON
• Calculation
• Creating items
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SharePoint Composites Showcasecreated by Mark Gillis from Microsoft
http://technet.microsoft.com/en-us/sharepoint/dn594430
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No-code (low-code in this case) leaders in the industry
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Workflows Designer capabilities
Free video showing many capabilities (22 mins)
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-2013-workflow/
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Dynamic Dashboards
PowerView to visualize data
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Using Access 2013 to simplify web development
Access 2013 – Used to create the interface of the app
SharePoint 2013 – Used to host the front end of the app
SQL Server 2012 – Used as the backend data storage technology for the app
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Powerful No-Code Apps
Access apps for easy development
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Demo: Access Apps
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Ability to disable Access apps at the tenant level
SharePoint admin center Settings
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And now.. The story of InfoPath
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Powerful no-code forms InfoPath based web forms
Forms update (from Microsoft)FORM TYPES USER SCENARIOS TIMEFRAME
Excel Surveys DesignExcel Online—Excel Surveys
CompletionWeb
OnlineContinuouslyshipping
On-premisesIncluded with Office 2013
List Forms Design“FoSL”—Forms on SharePoint Lists
CompletionSharePoint
OnlineSummer 2014– October 2015
On-premisesSharePoint vNext
Structured Documents
Word Plans at the end of 2014
App Forms DesignAccess
CompletionSharePoint
OnlineContinuouslyshipping
On-premisesIncluded with Office 2013
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FoSL – Forms on SharePoint Lists (coming soon..)
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Empowering the Power User
Formal training on SharePoint at the Power User level – browser and no-code
Ability to tap into available knowledge base as needed Wiki pages and documentation Video tutorials Established connections with
department/team evangelists Online resources
Remote consultation with SharePoint experts
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