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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. User Group Goal / Objectives.

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Welcome to the Minnesota SharePoint User Group

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  1. Welcome to the Minnesota SharePoint User Group

  2. Agenda • Quick Intro • Announcements and News • Business Process / Workflow in SharePoint 2007 • Digital Forms in SharePoint 2007 • Q&A

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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

  9. Business Processes inSharePoint Server 2007

  10. 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?

  11. 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

  12. 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

  13. SharePoint Roles and Responsibilities

  14. Out of the Box Workflows • All Document Libraries • Approval • Collect Feedback • Collect Signatures • Disposition Approval • List-specific • Translation Management • Issue Tracking

  15. Basic Workflow Capabilities • Visibility into running workflows • Visibility into completed workflows

  16. Workflow Options • Multiple configuration options • Allow rerouting • Due dates • Serial and parallel • Default start values • Time limits

  17. DemoApproval Workflow

  18. 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

  19. DemoCreating a Custom Workflow w/ SharePoint Designer

  20. 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

  21. 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

  22. 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

  23. Who is Windows Workflow Designed for? Developers .Net 3.0

  24. 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

  25. SharePoint Workflow

  26. 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

  27. DemoTour of Custom Workflow with Windows Workflow

  28. Break

  29. Digital Forms in SharePoint Server 2007

  30. 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

  31. InfoPath 2007 Client • Primary tool for building InfoPath forms • Smart Client for richer functionality including code-behind

  32. Demo:Simple InfoPath Form

  33. 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)

  34. 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

  35. InfoPath 2007 – Browser Enabled • Compatibility Checker • Checks for feature compatibility • Browser checker • AND InfoPath 2003 compatibility

  36. InfoPath forms in Multiple Browsers • Multiple browsers • Internet Explorer • Firefox • Netscape • Multiple platforms • Windows • Macintosh • Linux • Unix

  37. InfoPath forms on Mobile Devices • Uses mobile browser

  38. InfoPath forms on Mobile Devices • Uses mobile browser

  39. InfoPath in Outlook • InfoPath Forms Folders • Published columns show up in Outlook • Form is embedded in Outlook

  40. Demo:Outlook Forms Integration

  41. 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

  42. Importing Forms • Improved Import Word and Excel forms • Import Options • Layout Only • Layout and Form Fields (default) • Layout and Form Fields (custom)

  43. Creating InfoPath Template Parts • Smaller modular components • Can be used in multiple forms • Blank • XML or Schema • Great for reuse

  44. Demo:Template Parts

  45. 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

  46. Demo:Custom DIP

  47. 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

  48. More Resources • Windows Workflow : • http://wf.netfx3.com/ • Community Created Activities: • http://wf.netfx3.com/files/14/default.aspx

  49. Thanks for coming!

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