Building SharePoint Applications

1. Building SharePoint Applications Dick Federle – Solutions Architect Scott Oyler – Technology Architect

2. Applications within a Collaborative Context Composite Applications SharePoint for Composite Applications Case Study Demo OTB Solutions for Delivering SharePoint Applications Agenda

3. Applications in the Collaborative Context Supporting both structured and unstructured work….. MSDN search on “Composite Applications” http://msdn.microsoft.com/en-us/library/bb220803.aspx

4. 4 Applications in the Collaborative Context An audit and case management example… Discovery Auditors Claims Processing Facets, QCSI, etc. post-payment claims data Overpayment Discovery Recovery Case Managers overpayment cases cash receipts A/R Overpayment Recovery Lawson Overpayment Prevention (data analysis) Peoplesoft

5. Composite Applications • N-tier, scalable, transactional, secure • LOB applications within a portals & collaboration environment • Custom configured; assemble to order • Mash-ups - integrating multiple data sources and external services • Self-service, personalization, extensibility • A new application architecture for applications in the collaborative context… MSDN search on “Composite Applications” http://msdn.microsoft.com/en-us/library/bb220803.aspx

6. SharePoint for Composite Applications SharePoint includes the core components required to deliver composite applications. Microsoft Office & IE Tools • Presentation services • Navigation & Site Hierarchy • Web part pages, web parts • Audience targeting, security trimming • Productivity services • Lists, libraries, document management • Forms services • Excel services • Application services • Windows Workflow Foundation • Enterprise Search • Data Services • Business Data Catalog Microsoft SharePoint Designer Microsoft InfoPath Microsoft Office SharePoint Server 2007, Enterprise Edition Sites, Navigation, Pages Lists, Web Parts, Web Part Pages External Web Service Providers EnterpriseSearch Work Flow Foundation InfoPath Forms Business Data Catalog BDC Configuration External Web Service Consumers Report Model Stored Procedures Microsoft SQL Server

7. SharePoint Application Case Study • Premera Blue Cross audits 1.5 million claims per month for mis-payments • Compares new claims with on line database of over 30 million claims • The SharePoint application pre-scores claims and sorts them into multiple queues for review by a team of 50 auditors • Solution returned initial investment in under 12 months

8. Issues, Lessons Learned • MOSS can be used to create “code free” enterprise-class applications that support procedural and a-procedural work • Built in MOSS “assets” supports rapid, iterative prototyping • Users leverage extensible features to enhance the solutions on a self-service basis • Business Data Catalog supports read-only access to data sources • Limitations of InfoPath form services • Limited tool support to create and maintain configuration files, stored procedures, etc. Access the Litware demo at: http://www.otbsolutions.com > What We Do > SharePoint Applications

9. OTB Solutions Knowledge Driven Solution Accelerator™ The OTB Composite Application Designer™ is bundled with two run-time components that provide everything you need to rapidly deliver scalable SharePoint applications… KDSA Version 2.0* Microsoft Office & IE Tools • Composite Application Designer TMUse this visual design tool to: • Import database and web service schema • Model business entities • Generate the assets required to deliver scalable SharePoint applications. • Data Access ServiceTMDeploy this service to add data write-back extensions to the Business Data Catalog • InfoPath Form Viewer Web PartOptionally use this web part to create application interfaces using an InfoPath forms and web part pages. Microsoft SharePoint Designer Microsoft InfoPath OTB Solutions Composite Application Designer Microsoft Office SharePoint Server 2007, Enterprise Edition Sites, Navigation, Lists, Pages External Web Service Providers Enterprise Search Work Flow OTB Solutions InfoPath Form Viewer InfoPath Forms Business Data Catalog OTB Solutions Data Access Service External Web Service Consumers BDC Configuration DAS Configuration Report Model Stored Procedures Microsoft SQL Server or Oracle * Patents pending.

10. Composite Application Designer – A Closer Look • What’s involved in using CAD to create or maintain a SharePoint application? •  Identify existing data sources for your composite application or create new ones. •  Import the schema in existing web services and databases to create or update the business entity model. CAD does more than simply reflect these data sources, it analyzes all elements, data types and associations. •  Use CAD’s visual modeling tool to define derived business entities with friendly names and, if required, new associations. Each derived business entity defines the data used by one form or web service API •  Generate and deploy the assets required to configure Microsoft Office SharePoint Server 2007 •  Create or modify forms using Microsoft Office InfoPath or SharePoint Designer 2007. Test with users! • Update InfoPath or ASPX Forms • Web Services Schema • Web Services Definition Language files(WSDL 2.0) OTB Solutions Composite Application DesignerTM • Outputs • InfoPath data connections (XSD) • Business Data Catalog (BDC) configuration • Data Access Service (DAS) configuration • WSDL 2.0 files • Stored procedures • SQL Server report model    Import Web Service and DB Schema Changes Model Business Objects Generate Composite Application Assets    • Database Schema • SQL Server 2000/2005 • Oracle • Other ODBC Databases 

11. Knowledge Driven Solution AcceleratorUser Interface Options • Using InfoPath forms within SharePoint Libraries enables you to develop forms solutions that leverage other SharePoint features such as workflow, filtered views, audience targeting, etc. • Using the OTB InfoPath Viewer Web Part, forms can be hosted on a web part page. This provides the user experience of custom user interface without custom code. • If you choose not to use InfoPath forms, you can create a custom UI using ASPX. Proposal Review: Proposal Review: InfoPath Form InfoPath Form Nave Nave Name Field Field Field Field Field Field Name Name Field Field Field Field Field Field Date Date Date Field Field Field Date Date Date Field Field Field Field Field Field Field Field Field Field Field Field Field Field Field Order Items Order Items Order Items Order Items Order Items Order Items SharePoint Forms Library Web Part Page Web Part Page OTB Solutions InfoPath Viewer Web Part Your ASPX form Persistent Form Instances Business Data Catalog OTB Solutions Data Access Service Business Data Catalog OTB Solutions Data Access Service Business Data Catalog OTB Solutions Data Access Service

12. Agile Development with KDSA • Increase focus on user experience and data requirements • Enable a rapid, iterative prototyping process • Reduce or eliminate the need for custom code • Shift focus of development team from technology to business solutions • Deliver solutions with smaller teams

13. Frequently Asked Questions • Additional Information: • http://www.otbsolutions.com/Pages/SharePointApplicationDevelopmentTools.aspx • Dick.federle@otbsolutions.com • Scott.oyler@otbsolutions.com What happens when you make a change to the database? Does this approach work with databases other than SQL Server? Competitive products generate dynamic SQL. Why does this product generate stored procedures? Does KDSA work with web services? What mix of skills is required on a team that uses this approach to develop applications? How does this product compare with others on the market? How much does it cost?

14. Knowledge Driven Solution Acceleratorversus the alternatives…

15. Payment Accuracy Case Study Microsoft Office SharePoint Server 2007 OTB Solutions Pilot Offer Close Special Offer Purchase KDSA – Professional Developer Edition by June 30th and receive a 25% discount below the price of these products if purchased separately… To download a trial version of KDSA, visit out web site at: http://www.otbsolutions.com/Pages/SharePointApplicationDevelopmentTools.aspx For additional information, email: Kdsa@libs.otbsolutions.com