S
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2013 N
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Agenda
• Introduction
• What is a code-free Solution?
• The Importance of Governance (and Training!)
• Overview of the Different Solution Types
– Effective Pages and Sites – Forms
Agenda
• The Technologies
– ‘Out of the box’ Configuration – Site Templates
– InfoPath
– SharePoint Designer
– The Services; Access, Excel, PerformancePoint and Visio
Introduction
• Audience for the webinar
– Previous Experience with SharePoint 2007++
– Power User, Dev, Tech Pro – likely to have Site Owner role
• A word on Licensing
– SharePoint Foundation
– SharePoint Server (per user CALs purchased)
Further Resources
• My Blog
What is a code free solution?
• My definition; any solution without compiled code
• Corresponds to Composites/Developer section of Wheel (sic) • Education and Governance needed (on-going support needs) • These End User Solutions are not for everyone!
Governance
• Any type of solution needs Governance
– Stability of Platform – Future Upgrades – Supportability
• End User Solutions are often not allowed
– Default Governance stance = Not Allowed – Considered “Easier and safer” not to do it
• Cost/Benefit Analysis is usually not done
– Benefit vs Support Costs
– Justification for extra support resources?
– These technologies are designed to empower end users – These features are already paid for!
Overview of the Different Solution Types
• SharePoint is a repository of electronic documents
and other information
• SharePoint helps us manage our business processes
• Today we will talk about
– Effective Pages and Sites – Forms
Effective Pages and Sites
• Navigation, Look and Feel, Web Parts, possibly script • Filter web parts
• Web part linking • Media
InfoPath 2013
• Designer
– Office client application required to design forms
• Filler
– Office client application used to fill forms
• Browser
– InfoPath form displayed in browser (Enterprise Feature)
InfoPath 2013
• Validation • Formatting • “Views”
• Repeating Sections
– (Form Library Only)
SharePoint Designer 2013
• Free Tool – Download from Microsoft website
• Formerly the most powerful tool for creating no-code solutions on top of SharePoint but ‘no-code’ is being stretched
• Administration • Workflow
SharePoint Designer 2013
• Dataview Web part – no longer possible in no-code • Many organizations don’t allow its use
– Loss of preview pane now justifies this!
• Some features of this tool are deprecated due to the changes in SP 2013
Access Services
• Publish an Access Database to SharePoint
– Data and Forms become Lists, SharePoint Forms, Pages – Some limitations but utilises tables, queries, forms,
macros, and reports
– Performance much improved over 2010 – Very Powerful and potentially quick results – Users do not need to have MS Access
Excel Services
• Publish an Excel Workbook to SharePoint
– Users do not need to have Excel to view data – Data becomes Read Only – no online editing
– Displays excel data without revealing formula involved – Some limitations
– Performance needs to be assessed
Visio Services
• Display a Visio Diagram in SharePoint
– Users do not need to have Visio to view diagram – No online editing
– Diagrams can be bound to SP or BCS data and show real time updates
– Suited to providing visual representations of status, figures, navigation
PerformancePoint Services
• Enterprise-wide Business Intelligence solutions for
performance monitoring and scorecards
– Scorecards
– Key Performance Indicators (KPIs) – Filters
– Strategy Map
PerformancePoint Services
Scorecard Filters
Summary
• Introduction
• What is a code-free Solution?
• Overview of the Different Solution Types
– Effective Pages and Sites – Forms
– Dashboards – Workflows
Summary
• The Technologies
– ‘Out of the box’ Configuration – Site Templates
– InfoPath
– SharePoint Designer
– The Services; Access, Excel,PerformancePoint and Visio
