using sharepoint ui to deliver general use applications connie begovich nlit 2009
Post on 19-Dec-2015
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2 Managed by UT-Battellefor the U.S. Department of Energy Presentation_name
Example of ORNL Web Applications in SharePoint
• Multi-Use Web Parts– For Your Review– Contacts
• Picker Dialogs– People Finder– Organization Finder
• Views into Master Data– My Training– Manager Recruiting Interface
• Complete Web Applications– IDMS– Role Request
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Background
• Applications have been developed by software developers and analysts in different areas
• Mostly using .NET Visual Studio C# and SharePoint tools – Web Parts– Smart Parts
• Using Features of SharePoint– Document Libraries– Lists
• Web Services to Business System
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Multi-Use Web Parts
• Create and Deploy a SharePoint Web Part
• Can be Added by User on any Page
• Includes Web Part Options– Standard Display Options– User-defined Options
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For Your Review
Summary of Workflow and other Daily Checks
• Includes– Workflow from SAP Business System– Workflow from SharePoint– Training Status– Computer Security Status
• Options– User (default: SharePoint user logged on)– Summary/Details– Heading
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For Your Review Web Part
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Contacts Web Part
• Way to Provide a List of Contacts on SharePoint Page
• Standard
• List Options– By Organization, Role, or Directory Entry– For User or Everyone– Include Job Titles or not
• Single Contact Line
Name Title (optional) Work Phone Email– Name is link to their Site, Whos lookup, or organization page
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Example of Staff Directory
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Example of Role-Based for the Person Logged into SharePoint
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Defining a Contact List
• Enter URL for the Page
• Enter Information Options
• Can Repeat
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Picker Dialogs
• Pop-Up Dialog– Search with Consistent Interface– Return information to calling program
• Available for– People– Organizations– Countries
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People Picker
From Within an Application
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View into Master Data
• Application and/or Data is Available in a Specific-use Application
• Some Staff use that Application Day in and Day out
• General Users need to View, Use, or Edit that Data Infrequently
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My Training
• Lists Qualifications (training requirements for job)
• Detail Any Qualification Deficiencies (need to take a class)
• Add or List Training Classes
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My Training Options
• Can View Other’s Training
• Can View for Another Date
• Customer Maintained Info
• Helpful Links
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Manager Interface to Recruiting
• Lists – Open Job Requisitions– Candidate Information and Resumes
• Actions– Viewed/Declined– Interview Questionnaire– Confirmation to Hire
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Manager Interface for Recruiting
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Interview Results Questionnaire
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Complete Web Applications
• Application is either– SharePoint Document Libraries, Lists, etc with Locally-
specific Content, Items, and/or Workflow– Collection of Web Parts on Connected Web Pages
• Can use SharePoint Navigation, Page Layouts, etc
• Have an Option to Connect Web Parts
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Web Applications
Integrated Document Management System (IDMS)
A centralized document center that manages – controlled documents– programmatic documents
That are used to – prescribe processes, – specify requirements, or – establish design.
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IDMS High Level Requirements
• Use the capabilities of built-in Microsoft Office SharePoint Server (MOSS)– Document Center Site Template– Content Types
• Core Content Type inherited from Base Content Types
• Set of Division and Directorate Content Types inherited from Core Content Types
– Out of the box and SharePoint Designer (SPD) workflows• Out of the box - Approval and Review
• SPD – Notifications and Document Number
– Search and Document Library Views(reducing reports)• Utilize the Advance Search and Search Results Web Parts
– Information Management Policies• Auditing and Retention
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IDMS Home PageContent Query
Web Part listing all
of the ORNL
Division Folders
Document Center
Web Parts:Created by
Me, Modified
by Me and Checked
Out to Me
Built-in Navigation
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Site Architecture – Document Libraries
• Document Libraries for each of the Directorates at ORNL
• Each Directorate Library has one or more folders (for divisions)
• Every folder has – Source folder (e.g., Word document) – Publication folder (PDF)
• Files loaded from previous location with application
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Site Architecture – Document Library Folders
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Site Architecture – Content Types
Every Library has the two Content Types for directorate and its divisions
There are two content type; one for the document and one for the document link
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Site Architecture – Core Content Columns
Can Add• Site Columns• Directorate
Columns• Division Columns
Empowers users to add fields for their own use
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IDMS Workflows
• Out of the box workflow for Approval and Review– Designed using browser– Associated with Core Content Types– Customized at the Directorate or Division Site Content Type
Level
• SharePoint Designer Workflow– Primarily used for notifications– Custom Document Numbering System (more details in next
(2) two slides)
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Custom Numbering SharePoint List
• Last Number – is the number last used by the workflow
• Next Number – SharePoint calculated field [Last Number] +1
• Document Code – The prefix to be used with the Next Number fields to make a unique identifier
• Document Number - SharePoint calculated field [Document Code] & “-” & [Next Number]
• Building Type – Document Series – is the related field to the user form. The user will pick a Building Type – Document Series and a workflow will look up the unique identifier to hand out then increment the Last Number by (1) one for the next request.
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SharePoint Designer Custom Number Workflow
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Information Management Policies
• What is an information management policy?– An information management policy is a set of rules for a type
of content. Information management policies enable organizations to control and track• how long content is retained
• what actions users can take with that content.
– Can help organizations • comply with legal or governmental regulations
• enforce internal business processes.
– Can be managed on at a site collection level or content type
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Policy features included in Microsoft Office SharePoint Server 2007
• Auditing
• Expiration
• Barcodes
• Labels
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Web Applications
Role Request
• Manage the roles and authorizations for computing-systems
• Specific job roles– Finance Officer
– Manager
– Project Manager
• Accounts– System Operators– System accounts
• Employee Birthright
• Special Applications
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Search for Roles using Categories or Keywords
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Detail of Role and What It Means
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Lessons Learned
• SharePoint Development– Required Setup of Individual SharePoint System for
Developers• Reasonable Efficiency Required Separate Disk Drive -> New Equipment
• Required a Minimum of a Day to Set Up
• Necessitated Learning about SharePoint
– Required some new skills• .NET/Visual Studio Tools skills
• SharePoint Designer
• SharePoint Central Admin
• SharePoint Development of Web Parts or Smart Parts
– Deployment Setup Difficult
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Lessons Learned SharePoint Development Training
• Attending Local Hands-on Classes– For a set of Developers– For Developers/Web Designers
• Using Consultants with .NET and Visual Studio Experience
• Searching Microsoft/General Internet
• Blogging / Weekly Live Meetings
• Using Microsoft On-Line Classes
• Attending Microsoft Conference (Office Developers and Tech Ed)
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Lessons Learned
• Using Back-End Systems
– Learn about Web Services– Need for Matching Landscapes (Development/QA/Production)
• Who has Access to Update
• How to Co-ordinate Movement between Landscapes
– Coordination of web.config• Point to same application settings
– Authorization Between Systems
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Future
• Best Value– General Use Web Parts– Dialogs– Views into Master Data– Use of SharePoint Features
• Web part
• Associated Document Library for all Application Information
• Ability to add Help information, Announcements, etc to web application pages
• Rethink?– Entire Application in Web Parts
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Questions and Thanks…
• Questions?
• Thanks to– David Broughton and Mike Miller, ORNL, for My Training
Information– Jeff Meredith ([email protected]), Information Technology
for Enterprises, LLC (IT4E), www.it4e.com
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Other ORNL presentations which might be of interest
• SharePoint– Monday, 11:45-Using SharePoint UI to Deliver General Use Applications, Connie
Begovich– Tuesday, 11:45-SharePoint at ORNL, Brett Ellis
• Cyber Security– Monday, 1:30-Development of a Process for Phishing Awareness Activities, Phil
Arwood– Monday, 2:15-How I Learned to Embrace the Chaos, Mark Lorenc– Monday, 4:15-TOTEM:The ORNL Threat Evaluation Method,John Gerber/Mark Floyd
• Desktop Management– Monday 4:15-On the Fly Management of UNIX Hosts using CFEngine,Ryan Adamson– Tuesday, 11:00-Implementation of Least User Privileges, Doug Smelcer– Wednesday, 11:45, Microsoft Deployment Using MDT and SCCM, Chad Deguira
• Incident Management– Wednesday, 11:00-Helpdesk Operations for Clients Without Admin Privileges, Bob
Beane/Tim Guilliams• IT Modernization
– Monday, 2:15-12 Months of Technology, Lara James