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Welcome to the Minnesota SharePoint

User Group

December 12th, 2007Miscellaneous really useful demos

Wes Preston, Ryan Oliveira, Femi Oyekan

Agenda

• Quick Intro• Demo: Digital Forms and Workflow• Break• Demo: Excel Services• Demo: Intranet home page• Q & A

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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

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Introductions – MNSPUG Sponsors

Inetium (www.inetium.com)• Technology consulting company• Microsoft Gold Certified Partner• Practice area focused on SharePoint

New Horizons – Minnesota (www.newhorizonsmn.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

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MNSPUG @ Facebook!

• Additional way to network with members

• Show your support for the MNSPUG!

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Upcoming Schedule

• Next Meeting • January 9th 9:00 AM to 11:30 AM

• Microsoft’s Bloomington Office

• Topic: SharePoint Vendor Showcase

• Ongoing Schedule• 2nd Wednesday of every month

• 9:00 to 11:30 am

• Microsoft’s Bloomington Office

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Crowd Control

• Thank you for your patience…

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Other Events

• SharePoint Server 2007: Search Deep DiveWednesday, January 16th 8:30 AM to NoonAt New Horizons (see their site for more details)

• High Monkey Consulting - Making your MOSS Grow (class)January 28-31 - Las Vegas, NVhttp://www.highmonkey.com/MOSS.html

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Conferences• Microsoft Office System - Developer Conference 2008 – Feb 10-13, 2008

San Jose, CAhttps://microsoft.crgevents.com/ODC2008/Content/default.aspx?p=UC3HYF (Bill Gates keynote…)

• Microsoft Office SharePoint Conference 2008 – March 2-6, 2008Seattle, WAhttp://www.mssharepointconference.com/default.aspx

• Tech Ed (Splits into two conferences)Tech Ed – Developers – June 3-6, 2008Tech Ed – IT Professionals – June 10-13, 2008Orlando, Flhttp://www.microsoft.com/events/teched2007/default.mspx

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Blog Posts / News:

SharePoint Team Blog:• SharePoint Technologies and Products – Service Pack 1

http://blogs.msdn.com/sharepoint/archive/2007/12/11/announcing-the-release-of-wss-3-0-sp1-and-office-sharepoint-server-2007-sp1.aspx TechNet article: http://technet.microsoft.com/en-us/office/sharepointserver/bb735839.aspx

• System Center Operations Manager 2007 *Updated* Packs for WSS 3.0 and MOSS 2007http://blogs.msdn.com/sharepoint/archive/2007/12/10/announcing-new-system-center-operations-manager-2007-packs-for-wss-3-0-and-moss-2007.aspx

• RSS feed for SharePoint content on MSDNhttp://blogs.msdn.com/sharepoint/archive/2007/12/03/rss-feed-for-sharepoint-content-on-msdn-now-available.aspx

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Blog Posts – Composite Applications follow-ups (new!)

Raymond Mitchell’s Blog: http://blogs.inetium.com/blogs/rmitchell

• Out of the Box Composite Apps - Navigation for Custom Pages

• Out of the Box Composite Apps - Customizing Navigation

• See Raymond’s blog or the November MNSPUG slide deck for 7 more articles

• Related content http://dataformwebpart.com/

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InfoPath and SharePoint Designer Workflows

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• Provide an Introduction to InfoPath and SharePoint Workflows

• Define the PTO Request System Requirements• Design and publish an InfoPath form to Collect

Data• Design two SharePoint Designer workflows• Acknowledgments / References• Q & A

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Brief Introduction to InfoPathInfoPath 2007• Client application is part of Microsoft Office 2007• Designed to allow quick development of data entry forms• Can be used in SharePoint as the template for a forms library

InfoPath Form Services• Allows browser enabled forms to be published to SharePoint• Eliminates the need for InfoPath to be installed on each user’s

computer• A few features are not available on browser enabled forms• Not all SharePoint installations come with Form Services

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SharePoint Designer Workflows• Windows Workflow Foundation

• Part of .NET Framework 3.0

• Development involves creation of activities

• Common usage includes approvals, help desk, and change management.

• SharePoint Designer Workflows

• Created without having to write any code.

• Utilizes a wizard that allows a user to add conditions and activities

• SharePoint designer associates completed workflows with a single library or list

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PTO Request System Requirements• Create a form that allows users to request days off

• The form can only be used to request 10 days off or less

• The form must be available on the web

• If needed, the user’s manager must approve the PTO

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Using Excel Services

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Overview• Excel Services Features• Excel Services Technical Overview• Configuring Excel Services• Excel Services Demonstrations

Features• Ability to create Dashboards supported with LOB data• Pivot Table & Chating functionality within a Web

Context• Support decision-making within a Web Context• Support for KPIs within Pivot Tables

Excel Services Technical Overview• Required Software Components

• MOSS 2007 Enterprise Edition• Host Excel 2007 documents

• Microsoft Excel 2007 Ultimate, Enterprise or Professional Plus• Publish Excel 2007 documents

Excel Services Technical Overview• Excel Web Access

• Renders Excel Workbooks (HTML)

• Excel Web Services• Programmatic Access to its Web

Service

• Excel Calculation Services• Loads, Calculates and calls custom

code (UDF)

Configuring Excel Services• Enabling Excel Calculation Services• Configuring a Data Connection Library• Configuring a Trusted Document Library• Adding Office Data Connection file• Connecting to LOB Data• Add Spreadsheet to SharePoint with Excel Web

Access Web Part

Building an Intranet Home Page

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Default page:• Only uses static links

for News• Set to show all

‘pages’• Must be manually

updated regularly

Starting from the Intranet Template

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Use News to keep the data fresh• Different types of news articles• A variety of content owners and sources• Use Content Types and Content Query Web Parts

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Events• Add and display calendar items, but limit them to

relevant items – not too far in the future. • Filter options for calendars are limited

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Additional Changes• SharePoint Designer

• Layout changes, re-arrange web part zones.• Master page changes• Data View Web Parts

• I need to… Web Part• Make less obscure• Use to replace Quick Links list

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Other Items

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References• InfoPath Homepage

http://office.microsoft.com/en-us/InfoPath• SharePoint Designer Homepage

http://office.microsoft.com/en-us/sharepointdesigner• .NET Framework 3.0 Developer Center

http://msdn2.microsoft.com/en-us/netframework

• Inetium Blogshttp://blogs.inetium.com

• I need to… Web Part http://msmvps.com/blogs/shareblog/archive/2006/09/27/I-need-to_2E002E002E00_.aspx

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Q & A

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Thanks for coming!

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