sharepoint conference recap - business process automation session
DESCRIPTION
KMA highlights what we learned at SharePoint 2011 - BPA sessionTRANSCRIPT
KMA SharePoint Recap
Welcome and Introduction
Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Why We’re Here: SharePoint Conference 2011
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• Six people
• One week
• Cross-country
• Conference fee
• Travel expenses
• Opportunity cost
• Total: > $50,000
KMA’s Investment
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• Cool stuff we learned at SPC11
• Why we think it matters to you, our clients and prospects
• What we recommend you do next as a result.
Today’s Approach: 3 Simple Themes
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Client: "We don't have a development farm.”
Consultant: No, actually, you don't have a production farm."
A Couple Quick Highlights – Best Quote
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• SQL 2012 (“Denali”)
– 7,500 concurrent users
– 14 TB content database
– 107 million records in search results
• UNPLUGGED ON STAGE
• Full failover in 42 seconds
A Couple Quick Highlights – Best Demo
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Agenda
Time Topic Owner
9:30am – 9:40am Introduction Mike Gilronan
9:40am – 10:00am Project Server Amy Talhouk
10:00am – 10:30am Adoption Chris Bortlik &
Karina Vatynskaya
10:30am – 10:50am Business Process Automation
(non-Developer version)
Deanne Damato
10:50am – 11:00am BREAK
11:00am – 11:30am Social Computing Mike Gilronan
11:30am – 12:00pm External Facing Websites
(Extranets and WWW)
Derek Cash-Peterson
12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty
Close
Business Process Automation
No Code Required!
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Introduction
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• How much you can do to extend and customize SharePoint and build valuable business solutions without code
• Examples of automating business processes and creating meaningful views of your data
What I Learned
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Workflows with SharePoint Designer
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• SharePoint Designer 2010 and Visio Premium 2010 working together
SharePoint Designer Workflows
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Export a Visio Diagram to SharePoint Designer
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Export a Visio Diagram to SharePoint Designer
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Forms
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• Customize list form with InfoPath (SP 2010)
• InfoPath Forms web part (SP 2010)
Forms
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Customize List Forms with InfoPath
On the SharePoint 2010 Ribbon you have the ability to “Customize Form” for each list
The list form opens in InfoPath and allows you to customize the form’s appearance, add intelligence, add formatting and validation rules.
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Example: Customized List Form
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InfoPath Forms Web Part (SP 2010)
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InfoPath Forms Web Part (SP 2010)
The web parts on this dashboard “Positions”, “Candidates” and the form itself are “connected” so that they respond to each other. The view of the form “Interview Candidate Tracker” is Read Only
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Example: Employee Time Off Request
Employee goes to a page that has a time off request form where they can check their request history, their time off accrued and remaining before they submit a new request.
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• No code solutions for forms and no code solutions for workflows
• Shorter time to productivity
In Summary…
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• Workflows in SharePoint Server 2010
• Create, import and export SharePoint workflows in Visio
• Working with the InfoPath Forms Web Part
• Connect Web Parts in SharePoint 2010
Resources
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Final Words and Resources
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Evaluations – We All Evaluate One Another…
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How to Sustain the Conversation
Topic Owner E-mail Twitter Blog
Project Server Amy Talhouk
[email protected] @atal64 http://blogs.kma-
llc.net/kma/
Adoption Chris Bortlik &
Karina Vatynskaya
[email protected] @cbortlik http://blogs.technet.com
/cbortlik
Business Process
Automation
Deanne Damato
[email protected] http://blogs.kma-
llc.net/kma/
Social Computing Mike Gilronan [email protected] @mikegil http://kmamikegil-
blog.kma-llc.net/
External Facing Websites Derek Cash-Peterson
[email protected] @dcpkma http://blogs.kma-
llc.net/goodpoint/
BI -- Powered by SQL
Server 2012
Chris McNulty
[email protected] @cmcnulty20
00
http://www.chrismcnulty.
net/blog/default.aspx
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• KMA Event: 22 November – Amy Talhouk – New England SharePoint User
Group – 5 ways SharePoint can benefit
your PMO
• KMA Webinar: 14 December – Derek Cash-Peterson – “How We Did It” Extranets for
Partners and Customers – http://info.kma-llc.net/kma-
webinar-sharepoint-based-partner-portal/
In Closing…KMA Stuff
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• Gilbane Conference:
30 November – 1 December
– http://gilbaneboston.com
• Microsoft Project Conference 2012
– Phoenix
– March 19-22, 2012
– http://msprojectconference.com
• SharePoint Conference 2012
– Las Vegas
– November 12-15, 2012
In Closing…Other Stuff
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THANK YOU!