creating a sharepoint app with microsoft access services
DESCRIPTION
Creating a SharePoint App with Microsoft Access Services. No-code solutions Dutch Information Worker User Group : #DIWUG. Penelope Coventry. Speaker Bio. Independent Consultant Microsoft MVP SharePoint Server MCSE: SharePoint 2013 Author/Co-author of 10+ SharePoint Books Trainer - PowerPoint PPT PresentationTRANSCRIPT
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Creating a SharePoint App with Microsoft Access Services
No-code solutionsDutch Information Worker User Group : #DIWUG
Penelope Coventry
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Speaker Bio• Independent Consultant• Microsoft MVP SharePoint Server• MCSE: SharePoint 2013• Author/Co-author of 10+ SharePoint Books• Trainer• Worked with SharePoint since 2001• Based in UK, work in Europe & US
• Blogs/Web Siteo http://www.sharepointdesignerstepbystep.com/
• Twitter: @pjcov
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Enterprise Forms in SharePoint 2013
SharePoint 2013 offers new options for enterprise form solutions
For highly custom forms Microsoft recommends developers use HTML forms with the new cloud App Model
Current investments in InfoPath are fully supported in SharePoint 2013
For new end-to-end business solutions Microsoft recommend that business users consider Access 2013
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InfoPath 2013InfoPath is fully supported in SharePoint Server 2013
Now uses the full power of Microsoft Visual Studio 2012 to extend InfoPath solutions
Continues to provide great form customization solutions for business users
Current investments in InfoPath can leveraged in SharePoint Server 2013
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Access 2013SharePoint 2013: Heavy investment in Access 2013 to allow business users to rapidly create SharePoint web (form) apps
Developer experience not required
Interesting new option for new declarative solutions
Subject matter expert can capitalize on their domain knowledge
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Two methods of creating Access web-based solutions• Access web database – SharePoint Server 2010
o Supported in SharePoint Server 2013o Cannot be created using Access 2013o SharePoint siteo Access tables -> SharePoint listso Forms / Reports -> web pageso Cannot be automatically converted to an Access web app
• Access web apps – new in SharePoint Server 2013
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The Access 2013 mission
• Quickly create business value with server-based appso App Templates & Table Templateso Maintain existing desktop databases & import datao App Experience without codeo Apps for SharePoint in a browser
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Access 2013 Web Apps• New App Experience
o Simplified design experienceo Polished, consistent results
• SharePoint deployment• SQL back-end
Web Application
s
SharePoint
SQL Databa
se
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What is an Access web app?
• SharePoint apps• Can be deployed to SharePoint Store• Data and Access objects saved to it’s own SQL
Server database• Tables directly accessible• Cannot create or initiate SharePoint workflows on
Access app data• No unique permissions at the table or row level• Access app data not automatically indexed by
SharePoint search engine• Do not support Visual Basic (VB) programming
language
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Access Desktop v Access App
Desktop “classic” solutions• 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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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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User Interface• Access generates UI• Runs entirely in the browser
o Forms are HTML & JavaScripto No server-side rendering or processing
• Seamless SharePoint integration, including Themes
• Limited customizationso Prevent non-designers from hurting themselveso Enables improvements, more form factors
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User interface model
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Demo
WORKING WITH AN ACCESS APP
Demo
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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How does it work?
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Access 2013 App Templates
• Jump-start the creation of Access apps• Templates:
o Custom web app*o Asset trackingo Contactso Issue trackingo Project managemento Task management
* Only template Access app template available when you first start Access. Others only available when connected to the internet.
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Access app templates available over the InternetTemplate name Description Tables Views
Asset Tracking
Track equipment used by your business and assigned to employees.
Assets, Categories, Employees
List, Datasheet, By Category, By Group
Contacts Manage 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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Access to SQL Server object mapping
• Access table* = SQL Server table• Access data types = SQL Server data types
o Text fields => nvarcharo Number => decimal, int or floato Image => varbinary (MAX)
* Access provides table templates (nouns). You can also create linked tables to display data from SharePoint lists including external lists. For each table, two views are automatically generated: List and Datasheet.
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Queries• Use when users extensively use the same filters,
sorts or column hiding• Combine related tables• Perform calculations• Summaries• Automatically apply changes• Created as SQL Server
o Viewso Table-valued function (TVF)
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Macros• Miniature program• Stored in Access app• Automate common tasks• Two types:
o User Interface• Navigation to another view• Showing or hiding controls• Attached to command buttons or combo boxes
o Data macros• Implement business rules at data level
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Permissions• Inherited from the site where the app was
created• Solution creators => Full Control• Consumers
o Create, update, delete data => Contributeo View => Read
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Demo
BUILDING AN ACCESS APPDemo
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Advantages of Access Services
• Centralize data/administration/security • End-user created• Professional interface• Usage monitoring• App Store• Upgrade path?
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Every you need for Access Services is in
Office 365• SQL (Azure)• Security• Identity • Access control• Redundancy/Backup
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On-premise Access Services
SharePoint Server 2013
SQL Server 2012 SP1 (Mixed Mode - SQL Server authentication and Windows authentication)
Web ServersApplication Servers
Office Web Apps Server
SQL 2008 R2SQL 2012
SharePoint Content
databases
Access Web Apps
databases
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Finding the SQL database name
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Agenda
Enterprise Forms User Interface
Office 365 v On-premises
Advantages of Access
Services
Access Services
Creating Access web
apps
Access Desktop v Access web
apps
In Summary
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Review• Most Organizations have Access desktop
databases• Access app = central control• Self Service – Reduce IT Workload• Office 365 has Access Services• Need Enterprise Client Access Licenses to use
Access Services on-premise
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Questions?
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Resources• Changes in Office 2013
o http://technet.microsoft.com/en-us/library/cc178954.aspx
• Comparison of services: Office 365, Standalone and On-premiseo http://technet.microsoft.com/en-US/library/jj819267.aspx
• Access Team Blogo http://blogs.office.com/b/microsoft-access/
• Discontinued features and modified functionality in Access 2013 o http://office.microsoft.com/en-us/access-help/discontinued-features-and-modified-functionality-in-access-2013-HA102749226
.aspx
• Installing Access Services on-premo http://www.microsoft.com/en-us/download/details.aspx?id=30445
• Add custom actions to the Action Baro http://office.microsoft.com/en-us/access-help/add-custom-actions-to-the-action-bar-HA102840216.aspx?CTT=1
• Moving and backing up your Access 2013 web appso http://blogs.office.com/b/microsoft-access/archive/2012/09/27/moving-and-backing-up-your-access-2013-web-apps.aspx
• Add apps to the App Catalogo http://technet.microsoft.com/en-us/library/fp161234.aspx#AddApps
• Add apps to a SharePoint 2013 siteo http://technet.microsoft.com/en-us/library/fp161231.aspx
• Visualize your Access 2013 web app data in Excelo http://blogs.office.com/b/microsoft-access/archive/2013/01/22/visualize-access-data-in-excel.aspx
• The Access Show: Developing Access 2010 Hybrid Appso http://blogs.office.com/b/microsoft-access/archive/2010/07/20/the-access-show-developing-access-2010-hybrid-apps-with-dic
k-moffat.aspx
• Creating Access web databases with Access 2010 and Access Serviceo http://msdn.microsoft.com/en-us/library/ff402351(office14).aspx