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Integrating SharePoint 2010 with Office 2010

Integrating SharePoint 2010 with Office 2010. Donovan Follette Technical Evangelist Microsoft Corporation . Agenda. SharePoint as a Solution Platform. Custom Site/List Def Code Based Workflows Custom Web Parts Event Receivers Ribbon UI Customization Custom Branding.

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Integrating SharePoint 2010 with Office 2010

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  1. Integrating SharePoint 2010with Office 2010 Donovan Follette Technical Evangelist Microsoft Corporation

  2. Agenda

  3. SharePoint as a Solution Platform • Custom Site/List Def • Code Based Workflows • Custom Web Parts • Event Receivers • Ribbon UI Customization • Custom Branding • Rules-Based Workflows • Data View Web Parts • Theming • Page Layouts • LOB Data Integration • Site Templates • User Customizations • Custom Lists Out of the Box Declarative Custom

  4. Excel & Excel Services • New REST API • Enables embedding of ranges and charts contained in a workbook on a web page • Changes in underlying workbook are automatically reflected when web page is (re-) loaded

  5. Solutions with Excel & Excel Services Demo

  6. Excel & Excel Services Solutions

  7. InfoPath 2010 Scenarios

  8. Customize SharePoint List Forms • Accessible with a single click in SharePoint

  9. Rich Form Design Experience • InfoPath 2010 provides design services • Layout • Themes • Table Layout • Behavior • Rules • Custom Code • Data • Binding • External Data

  10. Offline Support in InfoPath 2010 • Handled by SharePoint Workspace • Provides an offline cache of SharePoint sites • Hosts custom InfoPath Forms • Same forms that are used by Forms Services

  11. InfoPath Solutions

  12. Access & Access Services With Access 2010, you can • Centrally store and distribute Access solutions • Build a Web Database • Publish to a SharePoint on premises or online* • Provide data access from anywhere • Share and collaborate with others • Use SharePoint permissions to determine who can see what * SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online. Learn more at http://office365.com

  13. Web Database Design Considerations Create Database Objects for the Web • Use Web Ready objects • Add client-only forms or VBA only if needed • Not usable in web environment, but still can be used on the client Create tab of a client only database: Create tab of a web database: Note Globes in icons which signify it is a Web Ready object

  14. Publish to Access Services • ACCDB  SharePoint Site • Access Tables  SharePoint Lists • Access Forms  ASPX Pages • Access Reports  RDL (SQL Server Reports) • UI Macros  JavaScript • Data Macros  SharePoint Workflows

  15. Solutions with Access & Access Services Demo

  16. Access & Access Services Solutions

  17. Visio 2010 & SharePoint Designer 2010 • Visio 2010 • New SharePoint workflow template • Supports almost all actions & conditions in SPD • Exports .vwi file • SharePoint Designer 2010 • Imports .vwi file • Supports round-trips to Visio

  18. Visio, SharePoint Designer & Workflow Solutions Demo

  19. Visio & SharePoint DesignerWorkflow Solutions

  20. Business Connectivity Services • Allows easy surfacing of external data into SharePoint External List • On-line/Off-line aware • Read/Write data operations • No-code support in SharePoint Workspace & Outlook • No-code Tooling in SharePoint Designer

  21. External Content Type for a LOB System SharePoint Workspace with InfoPath Forms Outlook Forms and Task Panes SharePoint External Lists External Content Type Customer CustomerID FirstName LastName EmailAddress Search Results Office Apps External data

  22. Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010 Demo

  23. BCS & SharePoint Designer Solutionsfor SharePoint Workspace & Outlook 2010

  24. Visual Studio 2010 & Officeto Access SharePoint List Data? • SharePoint Client Object Model (SP COM) • Unified object model across all clients • JavaScript, .NET CLR, Silverlight CLR • Subset of Server OM • Webs, Lists, ListItems, Content Types, Fields, External Lists, etc. • Limited to Site Collections, Site level and below • Work with data via REST • SharePoint listdata.svc • Powered by WCF Data Services

  25. SP Client Object Model Solution Office 2010 Client External Systems Add-in using SP COM CRM Database Customer Table SharePoint Server 2010 Look at: - A SP COM document-level solution External List ECT Connectivity to CRM Database BCS

  26. WCF Data Services Solution Office 2010 Client Add-in using WCF DS SharePoint Server 2010 Look at a WCF Data Services solution SharePoint List Review SharePoint Lists accessed via listdata.svc listdata.svc

  27. Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins Demo

  28. Summary • There are a number of Office integration options • Excel & Excel Services REST • InfoPath & Forms Services • Access & Access Services • Visio & SharePoint Designer for Workflows • SPD & Business Connectivity Services • Visual Studio 2010 to build Office Add-ins

  29. Resources MSDN Office Developer Center - msdn.microsoft.com/office Channel 9 - channel9.msdn.com/learn/courses/Office2010/ donovanf’sBlog - blogs.msdn.com/donovanf/ SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow

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