Welcome to the minnesota sharepoint user group
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Welcome to the Minnesota SharePoint User Group. Agenda. Quick Intro Announcements and News Business Process / Workflow in SharePoint 2007 Digital Forms in SharePoint 2007 Q&A. User Group Goal / Objectives.

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Welcome to the minnesota sharepoint user group

Welcome to the Minnesota SharePoint User Group


Welcome to the minnesota sharepoint user group

Agenda

  • Quick Intro

  • Announcements and News

  • Business Process / Workflow in SharePoint 2007

  • Digital Forms in SharePoint 2007

  • Q&A


Welcome to the minnesota sharepoint user group

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


Welcome to the minnesota sharepoint user group

Introductions – MNSPUG Sponsors

  • Inetium (www.inetium.com)

    • Twin Cites based Microsoft consulting company

    • Microsoft Gold Certified Partner

    • Practice Area focused on Information Worker Technologies

  • New Horizons – Minnesota (www.newhorizonsmn.com)

    • Microsoft Gold Certified Partner

    • Training on many technologies

  • Microsoft (www.microsoft.com)

    • I’m guessing you’ve heard of them


Welcome to the minnesota sharepoint user group

www.sharepointmn.com

  • Website for user group

  • SharePoint resource documents

  • SharePoint resource websites links

  • RSS Feeds

  • Meeting Schedule

  • Past User Group Presentations

  • Watch for changes soon! V3…?

www.sharepointmn.com


Welcome to the minnesota sharepoint user group

News and Announcements

  • Public preview release of 2007 Microsoft Office System

    • Server and client applications available for download (requires registration)

    • More info at: http://www.microsoft.com/office/preview/default.mspx

  • Office Delay


Welcome to the minnesota sharepoint user group

Upcoming Schedule

  • Next Meeting

    • August 9th 9:00 AM to 11:00 AM

    • Microsoft’s Bloomington Office

    • Topics:

      • Business Intelligence in SharePoint 2007

  • Ongoing Schedule

    • 2nd Wednesday of every month

    • 9:00 to 11:00 am

    • Microsoft’s Bloomington Office


Welcome to the minnesota sharepoint user group

Business

Intelligence

Collaboration

Portal

SharePoint 2007 – Key Microsoft Investment Areas

  • Business Intelligence

  • Collaboration

  • Search

  • Business Forms / Processes

  • Portals

  • Content Management

Platform

Services

BusinessForms / Processes

Workspaces, Mgmt,

Security, Storage,

Topology, Site Model

Content

Management

Search


Business processes in sharepoint server 2007

Business Processes inSharePoint Server 2007


Welcome to the minnesota sharepoint user group

Introduction to Workflow in SharePoint

  • What is ‘workflow’?

    • “A workflow is a natural way to organize and run a set of work units, or activities, to form an executable representation of a work process”

  • Do you need WSS or MOSS to fulfill your workflow needs?

  • Will you need SharePoint Designer and/or Visual Studio for your workflow needs?


Welcome to the minnesota sharepoint user group

SharePoint Workflow Today and Tomorrow

  • SharePoint 2003

    • Custom Development

    • Third Party solutions (K2, Nintex, etc…)

  • SharePoint 2007 (WSS and MOSS)

    • Custom Development

    • Third Party solutions

    • Built-in capabilities


Welcome to the minnesota sharepoint user group

SharePoint 2007 Workflow

  • Built-in workflow capabilities

    • Workflow is linked to lists and libraries

    • SharePoint Designer

    • Integration with Office

    • Can be linked to Content types

    • Extending with .NET (Windows Workflow Foundation)

  • Digital Forms

    • InfoPath on the server

    • Web

    • Mobile


Welcome to the minnesota sharepoint user group

SharePoint Roles and Responsibilities


Welcome to the minnesota sharepoint user group

Out of the Box Workflows

  • All Document Libraries

    • Approval

    • Collect Feedback

    • Collect Signatures

    • Disposition Approval

  • List-specific

    • Translation Management

    • Issue Tracking


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Basic Workflow Capabilities

  • Visibility into running workflows

  • Visibility into completed workflows


Workflow options

Workflow Options

  • Multiple configuration options

    • Allow rerouting

    • Due dates

    • Serial and parallel

    • Default start values

    • Time limits


Demo approval workflow

DemoApproval Workflow


Sharepoint designer 2007

SharePoint Designer 2007

  • Formerly Front Page 2003

  • Designed with SharePoint in mind

  • Allows users to create new workflows

  • Associate workflow to a list or library


Demo creating a custom workflow w sharepoint designer

DemoCreating a Custom Workflow w/ SharePoint Designer


Welcome to the minnesota sharepoint user group

Extending Workflows with .NET - Terminology

  • Activity - Action taking place

  • Condition – Flow state evaluation

  • Flow Types

    • Sequence

      • Process in control

      • Familiar Visio Model

    • State

      • User in control

      • Freely moves between states


Extending workflows with net why use

Extending Workflows with .NET – Why Use?

LOB Integration (BizTalk)

Visual Studio and Workflow SDK

Purchase Order Processing

Custom Tracking Apps

Service Requests

Asset Tracking

SharePoint Designer Workflows

Document Processes

Spec Review

Weekly Status Report

Structured Ad Hoc

Custom Form Actions

Email Notification

Exception Handling

Server Features

List Moderation

Publishing Process

Document Expiration

Translation Process

Document Review

(parallel)

Out-of-the-Box

Solutions

(with customization)

Ringi (eApproval)

Task & Issue Tracking

(WSS, Access, & Project)

Document Approval

(serial)

Custom Routing

Signature Collection


Welcome to the minnesota sharepoint user group

Extending Workflows with .NET – Why Use?

  • Default Flows might lack specific feature

  • SharePoint designer missing action

  • Custom data or actions needed

  • Existing Windows Workflow investment

  • Expose the full power of .NET


Welcome to the minnesota sharepoint user group

Who is Windows Workflow Designed for?

Developers

.Net 3.0


Welcome to the minnesota sharepoint user group

Extending Workflows with .NET

What does it all Mean?

  • Workflow now a core .NET feature

  • Workflow can be ‘hosted’ anywhere

    • SharePoint is Microsoft’s first host

    • Custom applications can host it as well

  • Standardized Format

    • XML based file format

  • Widespread Availability


Welcome to the minnesota sharepoint user group

SharePoint Workflow


Welcome to the minnesota sharepoint user group

Extending Workflows with .NET – But I don’t code!

  • Actions can be deployed to Sharepoint Designer

  • Workflows can be distributed as features

  • Community and 3rd Party Involvement

    • The “K2” Question

    • Community Sites with Actions and Workflows

    • Alternative Editors instead of SharePoint Designer


Demo tour of custom workflow with windows workflow

DemoTour of Custom Workflow with Windows Workflow


Break

Break


Digital forms in sharepoint server 2007

Digital Forms in SharePoint Server 2007


Welcome to the minnesota sharepoint user group

Office 2007 Forms Landscape

  • Microsoft Office InfoPath 2007

    • Client application for designing forms

    • Smart Client for filling out forms

  • Microsoft Forms Server (Part of Microsoft Office SharePoint Server)

    • Allows you to fill out forms via Web and Mobile

    • Improved Workflow Integration

    • Managed forms templates to host trusted forms

      • Forms with code-behinds

      • Mobile-enabled forms

    • Manage Data Connection Files


Welcome to the minnesota sharepoint user group

InfoPath 2007 Client

  • Primary tool for building InfoPath forms

  • Smart Client for richer functionality including code-behind


Demo simple infopath form

Demo:Simple InfoPath Form


Welcome to the minnesota sharepoint user group

InfoPath Improvements

  • Web capabilities

  • Mobile capabilities

  • Integration with Outlook

  • Word and Excel conversion

  • Template Parts

  • Improved deployment options

  • Connection to workflow

  • Document Information Panel (DIP)


Welcome to the minnesota sharepoint user group

InfoPath 2007 – Browser Enabled

  • Fill out forms via the web

    • InfoPath Client NOT required

  • .NET code-behind supported

    • Requires publishing to forms server

  • Smart Client Only Features:

    • Some Controls

    • Filters, Roles, ADO Adapter

    • Some Script, Custom Task Panes


Welcome to the minnesota sharepoint user group

InfoPath 2007 – Browser Enabled

  • Compatibility Checker

    • Checks for feature compatibility

    • Browser checker

    • AND InfoPath 2003 compatibility


Infopath forms in multiple browsers

InfoPath forms in Multiple Browsers

  • Multiple browsers

    • Internet Explorer

    • Firefox

    • Netscape

  • Multiple platforms

    • Windows

    • Macintosh

    • Linux

    • Unix


Infopath forms on mobile devices

InfoPath forms on Mobile Devices

  • Uses mobile browser


Infopath forms on mobile devices1

InfoPath forms on Mobile Devices

  • Uses mobile browser


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InfoPath in Outlook

  • InfoPath Forms Folders

  • Published columns show up in Outlook

  • Form is embedded in Outlook


Demo outlook forms integration

Demo:Outlook Forms Integration


Welcome to the minnesota sharepoint user group

Creating InfoPath Forms based on Data

  • Multiple Options for setting up

    • Blank

    • Web Service

    • Database

    • XML or Schema

    • Connection Library (NEW)

      • Uses Office Server for master list


Welcome to the minnesota sharepoint user group

Importing Forms

  • Improved Import Word and Excel forms

  • Import Options

    • Layout Only

    • Layout and Form Fields (default)

    • Layout and Form Fields (custom)


Welcome to the minnesota sharepoint user group

Creating InfoPath Template Parts

  • Smaller modular components

  • Can be used in multiple forms

    • Blank

    • XML or Schema

  • Great for reuse


Demo template parts

Demo:Template Parts


Welcome to the minnesota sharepoint user group

Document Information Panel

  • Facilitates metadata entry

  • Associate InfoPath form with a content type

  • Associate a content type with a document library

  • New documents will contain the custom DIP


Demo custom dip

Demo:Custom DIP


Welcome to the minnesota sharepoint user group

Resources

  • Microsoft Windows SharePoint Services Developer Center

  • http://msdn.microsoft.com/sharepoint/

  • Developer Introduction to Workflows for Windows SharePoint Server V3 and SharePoint Server 2007

  • http://msdn2.microsoft.com/en-us/library/ms406057.aspx

  • Windows SharePoint Services v3: Workflow Developer Starter Kit for Windows SharePoint Services v3

  • http://www.microsoft.com/downloads/details.aspx?FamilyID=5DDF902D-95B1-4640-B9E4-45440DC388D9&displaylang=en

  • MSDN Webcast coming up:

  • July 18th: Developing SharePoint Workflows using VS 2005

  • http://msevents.microsoft.com/cui/webcasteventdetails.aspx?eventid=1032301595&eventcategory=4&culture=en-us&countrycode=us


Welcome to the minnesota sharepoint user group

More Resources

  • Windows Workflow :

    • http://wf.netfx3.com/

  • Community Created Activities:

    • http://wf.netfx3.com/files/14/default.aspx


Thanks for coming

Thanks for coming!


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