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SharePoint Development: When Out-of-the-Box Just Isn’t Enough
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Henry Bernet Senior SharePoint Architect Pillsbury Winthrop Shaw Pittman
Tim Kenney, Esq.
VP, Client Success
Handshake Software
Mark Soriano Application Development Manager, Seyfarth Shaw LLP
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3rd Party Tools When we use them
• Simple requirements • Short timeline • Developers are busy on other projects • Small user base • Potential for frequent functional changes
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PROS
• Faster to design and
implement
• Use less resources
• Minimal testing
• Minimal coding
• Vendor support
• Extensive knowledge base
3rd Party Tools PROS & CONS
CONS
• Functionality limitations
• Look/feel limitations
• Restricted to vendor
development enhancement
& bug/fix cycle
• Ongoing support if vendor is
out of business
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Client/Matter Lookup
Intranet SP 2010
Profiles of staff and
attorneys
Extranet SP 2013
Show/Hide list views
and columns
3rd Party Tools Use Cases
Firm Directory Column/View Permissions
Intranet SP 2010
Allows users to search for client and matter
information
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Client/Matter Lookup How we did it
• XMLaw – OneView
Webparts
• Microsoft SQL
• SharePoint 2010
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Firm Directory How we did it
• XMLaw – OneView
Webparts
• Microsoft SQL
• HTML/JavaScript
• SharePoint 2010
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Column/View Permissions How we did it
• SharePointBoost
Solutions
• SharePoint 2013
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Custom Code When we use them
• Complex requirements • Firm Initiative • Large internal/external user base • Functionality not available by purchasing 3rd Party
Tools
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PROS
• No functionality limitations
• Truly unique and innovative
application development
• Highly customizable
• Full control when integrating
with other systems
Custom Code PROS & CONS
CONS
• Requires more resources
• Extensive unit, load and
functionality testing
• Slower to market
• Ongoing support and
enhancements
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New Business Intake
Intranet SP 2010
Allows users to submit conflicts request
Extranet SP 2013
Upload and edit
documents
Extranet SP 2013
Financial data on a
given matter
Custom Code Use Cases
SeyfarthLink Documents
SeyfarthLink Financials
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New Business Intake Request Form How we did it
• XMLaw – OneView
Webparts
• C# .NET Web
Application
• Microsoft SQL
• SharePoint 2010
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SeyfarthLink Documents Library How we did it
• Telerik Kendo UI
• HTML5/jQuery
• SharePoint 2013
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SeyfarthLink Financial Dashboard How we did it
• Telerik DataViz
• HTML5/jQuery
• SharePoint 2013
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Getting to “Hello World” …a real world app experience
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plan your environment …a pain in the app
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• Microsoft Documentation
• Developer Training
• Write it down
plan your environment
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• DNS Zones
• App Catalog
• Gotchas
• External Access
setup the infrastructure
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show the world …”I'm Good Enough, I'm Smart Enough, and Doggone It, People Like Me!”
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• External DNS
• Network Considerations
show the world
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make up your own rules …<INSERT THE FUNNY HERE>
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• The App Domain
• Security Concerns
make up your own rules
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small steps out of the box
“It’s so easy, even I could do it!”
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maximizing sharepoint search
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• Search Display Templates
• Javascript & HTML
• Managed Properties
maximizing sharepoint search
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extend your user profiles
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• Timer Jobs
• Data Warehouse
• Filtered Lists
extend your user profiles
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document library tree view
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• OOB Document Library
• Query String Pusher
document library tree view
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“SOLD!”
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enterprise search
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• Recommind by Decisiv
• Search Scopes
• Lexis Search Advantage
• Custom Webparts
enterprise search
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litigation profiles
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• Monitor Suite
• Client Team Legal Profiles
• Query String Pusher
litigation profiles
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two factor authentication
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• SecureAuth
• 2FA via Voice and SMS
• Claim Provider
two factor authentication
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Going “Beyond the Box” with Third Party Vendors Help us help you
Focus on Business Utility FIRST – let all other decisions flow from that
• What Problems Are You Solving?
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DO
• Focus on solving problems
and giving new benefits
• Get involved and own the
project
• Ask questions – internally
and to the vendor
• Be realistic with expectations
• Get training
Working with Vendors of 3rd Party Tools Best Practices
DON’T
• Invest then not use
• Expect one tool to do it all
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Client Example 1
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Client Example 1
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Sheppard Mullin
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Sheppard User Profile
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Jones, Skelton & Hochuli
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BestPractices in “Going Beyond the Box” with SharePoint
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Perkins Coie (above the fold)
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Perkins Coie (below the fold)
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Hovering over a Client
Record presents a Time
Chart in this case
Limitless options for
rendering business-related
content in a search
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Tab interface presents a
Document List
Document List in this case
from Worksite
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Client Example 1
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Sheppard Mullin – SharePoint Search
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DO
• Use the best of what SP
Offers (e.g. Lists, Search)
• Configure with tools instead
of custom code/script (when
possible)
• PERSONALIZE
• Integrate as much as makes
sense for richer experience
• Focus on presentation
Best Practices in “Going Beyond the Box” with SharePoint DO’s and DON’Ts
DON’T
• Build “Because You Can”
• Think in “web parts”
• Give them the same thing in
a different color box
• Build Rome in a day
• Think native SharePoint has
to be the best answer
• Think you’re finished
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We’ll now open it up for questions
Questions
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Thank You