building an app forms business solution - penelope coventry
DESCRIPTION
In this session, after a brief introduction on how to use Microsoft Access® 2013 to build Microsoft® SharePoint® apps with a full SQL Server® database, Penny will demonstrate how such technology was used in an actual business scenario. Most of the session will be ‘no-code’, and Penny will discuss hints and tips that she found useful. This session is applicable to information users, using either Office 365™ or an on-premises installation of Microsoft SharePoint® 2013. This session also briefly summarise other existing and planned SharePoint-related Microsoft Forms solutions, such as Excel Surveys (aka “FoSS”), and Forms on SharePoint Lists (aka “FoSL”).TRANSCRIPT
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Building an App Forms Business
Solution
Penelope Coventry
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Speaker Bio
• Microsoft MVP SharePoint Server (8 years)
• MCSE: SharePoint 2013
• Author/Co-author of 10+ SharePoint Books
• Worked with SharePoint since 2001
• Based in UK, work in Europe & US
• Independent Consultant
• Trainer
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Access Web Apps
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Agenda
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Agenda
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Two methods of creating Access web-based
solutions• Access web database – SharePoint Server 2010
• Supported in SharePoint Server 2013
• Cannot be created using Access 2013
• SharePoint site
• Access tables -> SharePoint lists
• Forms / Reports -> web pages
• Cannot be automatically converted to an Access web app
• Access web apps – new in SharePoint Server 2013
• No tool to migrate Access web databases to Access web apps
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Access app templates available over the
InternetTemplate
nameDescription Tables Views
Asset TrackingTrack equipment used by your business
and assigned to employees.Assets, Categories, Employees
List, Datasheet,
By Category,
By Group
ContactsManage individual and corporate
relationships.Contacts
List, Datasheet,
By Group
Issue Tracking
Record issues related to your business,
associate them with customers, and
assign them to employees
Issues, Customers, Employees,
Issue Comments, Related Issues
List, Datasheet,
By Status,
By Group
Project
Management
Manage projects by breaking work items
into tasks, associating them with
customer, and assigning them to
employees.
Projects, Employees, Customers,
Tasks
List, Datasheet,
By Status,
By Group,
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WORKING AND CREATING ACCESS WEB APPS
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User interface model
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Permissions
• Inherited from the site where the app was created
• Solution creators => Full Control
• Consumers
• Create, update, delete data => Contribute
• View => Read
• Other limitations (for now)
• Workflow – use Data Macros
• Search – use Business Connectivity Services (BCS)
• Reports – connect to database directly
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Linking to SharePoint Lists
• Limitations of current release
• Read-Only
• No Data Macro support
• List must be in the same site collection
• SharePoint Lists are the only data-linking sources currently supported
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Agenda
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SharePoint deployment
• Access Apps = SharePoint Apps
• Same cross-browser support
• Same multi-user accessibility: many people working on the same app at once
• Same Active Directory-based permissions
• Same SharePoint Store and App Catalog for distribution and discovery
• Same simple install/uninstall
• Same central IT control
• Same branded and customizable themes
• Same cloud-based hosting through Office 365
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Access Desktop v Access App
Desktop “classic”
• 20 years old
• Very popular
• Easy to create poor apps
• Client machine deployment required
• Solved business needs
Access App
• Web/SharePoint applications
• Data lives in SQL 2012
• Access client only needed for designing applications
• Central access control
• Security
• Sharing
• Scaling up
• Standard Professional UI
• No code
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Architecture Overview
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On-premise Access Services
SharePoint Server 2013
SQL Server 2012 SP1 (Mixed Mode :
SQL Server authentication and
Windows authentication)
Web Servers
Application Servers
Office Web Apps Server
SQL 2008 R2
SQL 2012
SharePoint Content
databases
Access Web
Apps databases
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Office 365 Plans
• Access Apps General Availability: Feb, 2014
• Customers can now create, share, and use Access apps with full confidence and the same level of guaranteed availability as the rest of Office 365
• Full Office 365 SLA
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Agenda
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Finding the SQL database name
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Agenda
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Allow Access• Allow other programs to connect.
Authorize in Access
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Agenda
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SQL Login
Unobscured table names
and field names
Enable Connections
SQL Studio Management
Microsoft ODBC Driver 11 for SQL Server.
http://www.Microsoft.com/en-gb/download/details.aspx?id=36434
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Business Connectivity Services
• BDC Model
• Created using SharePoint Designer
• Visual Studio
• Third Party Tools
• External Content Types
• External List
• External Columns
• Business Data Web Part
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External Data
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Agenda
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CONNECTING TO ACCESS DATABASE
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Agenda
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Save As App Package
• To the App Catalog
• To the Office marketplace
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Present & Future
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• “Add-ins” of functionality for some Office
programs (Word, Excel, Outlook, …)
• Placed within the document or in the task
pane
• Can use web connectivityApps for
Office
• Fully functioning apps that run on the web
within SharePoint
• Access web apps are SharePoint Apps
• Hosted on SharePoint sitesApps for
SharePoint
Apps for SharePoint v Apps for Office
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Access Apps: Present/Future?
• Cascading Controls
• http://blogs.office.com/2013/08/01/introducing-a-new-user-experience-feature-in-access-web-apps-cascading-controls/
• Apps for Office to Access apps
• Spice up your Access app with apps for Office
• The Garage Series for Office 365: What’s new in the world of apps for Office?
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Microsoft Forms Roadmap
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Forms Roadmap Present & Future
• Four scenario approach
• Excel Surveys
• Forms for SharePoint Lists (FoSL)
• Structure Documents
• App Forms (Access Web Apps)
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Streamlined technical product roadmap
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EXCEL SURVEYS (AKA “FoSS”)
http://ow.ly/xM6dk
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Microsoft’s Call to Action• Provide Feedback
• OfficeForms.UserVoice.Com
• MSAccess.UserVoice.Com
• OfficeSPDev.UserVoice.Com
• Questions and Answers on StackOverflow[MS-Office] and [SharePoint]
• Build using Microsoft’s tools• Tools for Visual Studio 2013 and Office 365 API
• Tools for Visual Studio 2013
• Explore Preview APIs• Articles on MSDN
• Subject to change; not for production use
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Resources
• Don’t forget the YamJam:
• in the Office 365 Technical group.
• https://www.yammer.com/itpronetwork
• Look at my SharePoint Evolution Roadshow blog
• Many links to SPC recorded sessions
• How to create Access Web Apps, Excel Surveys
• www.sharepointdesignerstepbystep.com/blog
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questions?
WWW.SHAREPOINTDESIGNERSTEPBYSTEP.COM/BLOG
@PJCOV
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thank you.
SHAREPOINT AND PROJECT CONFERENCE ADRIATICS
ZAGREB, 10/15/2014 - 10/16/2014