SHAREPOINT 2013 NO-CODE SOLUTIONS FOR POWER USERS. Jamie McAllister

Transcription

1 SHAREPOINT 2013 NO-CODE SOLUTIONS FOR POWER USERS Jamie McAllister

2 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 Dashboards Workflows

3 Agenda The Technologies Out of the box Configuration Site Templates InfoPath SharePoint Designer The Services; Access, Excel, PerformancePoint and Visio Summary & QA

4 Introduction Audience for the webinar Previous Experience with SharePoint Power User, Dev, Tech Pro likely to have Site Owner role A word on Licensing SharePoint Foundation SharePoint Server (per user CALs purchased) SharePoint Enterprise (Server plus Enterprise CALs) = InfoPath web forms + Visio, Access, PerformancePoint and Excel Services Office 365 E3 includes InfoPath,Visio, + Excel Services

5 Further Resources My Blog

6 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! Beware of The Wall these solutions have limits!

7 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! Can we afford not to allow end user solutions? Who really knows what the business needs?

8 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 Dashboards Workflows

9 Effective Pages and Sites Navigation, Look and Feel, Web Parts, possibly script Filter web parts Web part linking Media A large number of Site Templates exist ootb (Fab 40!)

10 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) No significant changes since 2010 version!!

11 InfoPath 2013 Validation Formatting Views Repeating Sections (Form Library Only) Data Connections

12 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 Works with new Workflow architecture Declarative Workflow with Stages

13 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 Its accessibility to the Power User is removed with the loss of the Page Preview Pane

14 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 Generally available in O365 Subscriptions

15 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 Suited to providing information for reports

16 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 Building or Geographic Maps, Org Charts, Server Farms Off-topic -> Visio can be used to write SharePoint Workflows (Visio Premium along with SPD)

17 PerformancePoint Services Enterprise-wide Business Intelligence solutions for performance monitoring and scorecards Scorecards Key Performance Indicators (KPIs) Filters Strategy Map PerformancePoint Dashboards

18 PerformancePoint Services Filters Scorecard Strategy Map Dashboard

19 Summary Introduction What is a code-free Solution? Overview of the Different Solution Types Effective Pages and Sites Forms Dashboards Workflows The Importance of Governance (and Training!)

20 Summary The Technologies Out of the box Configuration Site Templates InfoPath SharePoint Designer The Services; Access, Excel,PerformancePoint and Visio Summary & QA

21 Further Resources My Blog

22 QUESTIONS?