What is No-Code Application with SharePoint?

Donald Donais

• Donald Donais• Technical Educator - Benchmark Learning• Website: www.benchmarklearning.com• Email: ddonais@benchmarklearning.com• Blog: http://talesfromitside.wordpress.com• Twitter: @dondonais

• MCT, MCSE, MCSA, MCTS – Exchange and Vista, MCITP• Specializing in SharePoint, Exchange 2007, Vista, Windows 7,

Server 2003, Windows XP, ITIL v2/v3• Springboard Series Technical Expert Panel (STEP) for Windows 7

Agenda

• Getting Started with No-Code Applications• Foundational Elements• Creating and Connecting to Data• Reporting the Data• Recap: No-Code Application Creation

Getting Started with No-Code Applications

• What does No-Code Application mean?

ULTIMATELY• Will run into limitations!• Eventually may need Developer/Coding help• Time and place for No-Code and Developers

within an Organization

Key Terms

• Web Parts• Data Sources• Excel & InfoPath Form Services• KPI/ Dashboard/ Business Intelligence

– Data – Information – Knowledge – Wisdom

• Metadata• Workflow

Foundation Elements

• What is needed to create an Application?– InfoPath 2007– SharePoint MOSS 2007 (Standard or Enterprise)– SharePoint Designer 2007 (Workflow)

Foundation Elements

• What knowledge about InfoPath 2007 is needed?– Forms Creation– Data Connections and Filtering– Views– Conditional Formatting

Foundation Elements

• What kind of knowledge about SharePoint 2007 is needed?– InfoPath Form Services (MOSS 2007 Enterprise)– Creating Lists and Form Libraries– OOB Web Parts– Excel Services– Web Services– BDC Definition File

• BDC Editor, MetaMan, MOSS BDC Design Studio

Foundation Elements

• What kind of knowledge about SharePoint Designer 2007 is needed?– Data View Web Parts– Data Source Connections– Connecting Web Parts– Workflow creating and editing

Step by Step

Plan, Plan, Plan

Where is the Data?

Show Me the Information?

Plan, Plan, PlanRequirements

Design

Build

Deploy

Operate

Optimize

ApplicationManagement

Lifecycle

Answer These Questions!

• What metadata is needed?• Are there forms already created?• Does the data already exist?• What business workflows are already

established and documented?• What metrics, data, or knowledge is needed for

a particular business unit?• Who will support this business solution?

What Needs to be Documented?

• Business Processes• Business Solution Owner• Data Sources• Required Metadata• Access Requirements

Where is the Data?

Web Services

SharePoint Forms

XML RSS

BDCSQL-Oracle

Stored Where!

CREATING AND CONNECTING TO DATA

DEMO

Reporting in SharePoint Designer!

WEB PART PAGES

Web Part

Zones

Data View Parts

Web Parts

Other Ways to Report Information

• Key Performance Indicators• Excel Services• Report Center• Workflow to connect data and people

REPORTING THE DATA

DEMO

What else?

• How should this tie into current Business process?– Basis for No-Code App should be Business Process– Interview the process owners– Figure out the process inputs and outputs– Who are the Stakeholders

What else?

• Who is going to support the application when it is completed?– If IT is not involved who will support?– What parts of the Application are IT related and which

are not?– Service Level Agreements should be in place to

determine

What else?

• Where should it reside within SharePoint?– Hierarchy within SharePoint– Within the organization– Apart of IT or the business

What Changes in SharePoint 2010?

• Added or improved features include– PerformancePoint Service– Business Connectivity Service– InfoPath 2010– InfoPath Form Web Part– PowerPivot for SharePoint– SharePoint Workspaces 2010

Resources

SharePoint• Microsoft SharePoint 2007 Unleashed – Michael

Noel (author)• SharePoint for End Users –

sharepoint.microsoft.com/blogs/GetThePoint/default.aspx

Resources

SharePoint Designer• SharePoint Designer Team Blog –

blogs.msdn.com/sharepointdesigner/

• Office SharePoint Designer 2007 Step by Step – Penny Coventry

• Professional Microsoft Office SharePoint Designer 2007 – WROX Publishing

Resources

InfoPath 2007• Pro InfoPath 2007 – Philo Janus: Apress

Publishing• InfoPath Dev –

www.infopathdev.com/default.aspx• InfoPath Team Blog –

blogs.msdn.com/infopath/default.aspx

Resources

BDC Editing Tools• SharePoint 2007 SDK

http://tinyurl.com/SharePoint07SDK• BDC MetaMan

http://tinyurl.com/BDCMetaMan• MOSS BDC Design Studio

http://tinyurl.com/MOSSBDCDS

Questions?

THANK YOU!