Anthony Rose MCSD, MCTAuthor, Technical Editor and Senior IT Instructor (Learning Tree International)
Technical Director, Anthony Rose Ltd
Email: [email protected]
What will we cover?
SharePoint
Very brief overview
SharePoint - Data Capture & Storage
Lists & Libraries & Views
SharePoint Designer
working with data connections
MS Access & SharePoint
Linking & Importing
The Three core areas of
SharePoint
Windows SharePoint Services v3
• Workspaces
• Management
• Security
• Storage
• Topology
• Site Model
Platform Services
• Docs / Tasks/ Calendars
• Blogs, Wikis, email integration
• Project Management Basics
• Office Integration
• Offline Docs / Lists
Collaboration
Microsoft Office SharePoint
Server 2007
• Enterprise Portal templates
• Site Directory
• My Sites
• Social Networking
• Privacy Control
Portal
• Enterprise scalability
• Contextual relevance
• Complex people and business data search
Search
•Server Based Excel spreadsheets & data visualizations
•Report Centre
•BI Web parts
•KPI’s Dashboards
Business Intelligence
•Rich and web forms based front-ends
•LOB actions
•Enterprise Single Sign On (SSO)
Business Forms
•Integrated Document management
•Records management
•Web Content management with policies and Workflow
Content Management
SharePoint Designer 2007
Development tool for designing SharePoint web pages HTML, CSS, Workflows, Data connections
Basic Web Page layouts
Master Pages
Themes
Navigation and SharePoint objects
It is NOT for server scripting Visual Studio 2005 / 2008
Visual Studio Tools for Office (VSTO)
SharePoint Services
MS Office 2007
Word processing
Business modeling
PresentationsBusiness data management
Informationmanagement
Business intelligence
Collaboration Content management
Streamlined processes
PortalsSearch
With acknowledgement to Microsoft
Web Parts
Demo
Reviewing a SharePoint site
Navigating round a site
Web Parts
Editing a Web data page
Design page layout with Zones and Web
Parts
Controlling Web Part properties.
Lists
Building blocks of structured data
SharePoint uses Lists for page content
Create Custom Lists
Import data from Excel, XML or Access /
SQL Server or Web Services
Contacts
•Create a contacts list when you want to manage information about people that your team works with such as customers or partners.
Content & Structure Reports
•Use the reports list to customize the queries that appear in the Content and Structure Tool views
Events
•Use the Events list to post information about meetings, deadlines, and other events related to this area.
Links
•Create a links list when you have links to Web pages or other resources that you want to share.
Reusable Content
• Items in this list contain HTML or text content which can be inserted into web pages.
Tasks
•Create a tasks list when you want to track a group of work items that you or your team needs to complete.
Workflow Tasks
•This system library was created by the Publishing feature to store workflow tasks that are created in this site.
Demo
Inserting Data into lists
Manual data entry
Importing data from Excel spreadsheets
Creating Custom Lists
Constructing data Columns (Fields)
Setting default values, validation rules
Examining data
Using Views and Filters
Electronic Forms
Electronic Forms are ubiquitous Worth the effort to do properly
InfoPath normally on the client side (Office Enterprise or purchased separately)
InfoPath Forms Service offers server side control and management of the forms
○ No user client required
Design Once, use many times Shared controls, business logic, object model
Design Checker runs compatibility checks
Supports .Net code through VSTO
InfoPath Form Services
Data Connections - Access
A typical Access application, this time
linked to SharePoint
Data Connections - Browser
The Browser Editor links existing Lists to
Access databases
Excel spreadsheets
Data Connections - Designer
SharePoint Designer can link to
Data Edit Forms
Using wizards it is possible to create
easily editable data forms linked to an
Access legacy database
Web Parts for data filtering
All SharePoint Lists contain the facility to
filter information using Views
Set Criteria
Groups
Totalling
Conditional formatting
Views can be Public or Private
Private to the creator
Public to the web page users
Workflow example
Web Part Filters / Views
Demo
Data Binding and Web Part Views
MS Access 2007
Designed for integration into SharePoint
Lists
Links or Exports / Imports
But be prepared for major changes to field
properties when exporting to SharePoint
○ Lose Referential Integrity
○ Lose Input Masks
○ Lose Field Validation Rules
○ Data types not as rich
Access Link Wizard
Linking
Access links to a List
Exports a database table into a SharePoint
list and then links back
Refresh web browser to see changes
Use a Timer() event within Access to refresh
if required
Run queries, reports and forms as
normal
Relate SharePoint Lists to other tables
Access Import Wizard
Importing
Copy of original data held within the
Access database
Access Import wizard will try and create
Access Field types
Select required fields
Rename Field / Column names
Insert Access Field properties later
Demo
Linking and Exporting
Linking to SharePoint Lists from Access
Exporting to Access from SharePoint
Exporting to SharePoint from Access
Data Control
Dynamic updates from both
© Anthony Rose Limited. All rights reserved
http:// www.anthonyrose.com
This presentation is for informational purposes only.
Anthony Rose Ltd makes no warranties, express or implied, in this summary
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