2012-12-13 sharepoint portals
DESCRIPTION
Join the Raffa Technology team for an educational seminar on using portals through the company intranet. Many organizations rely on several systems to track important business metrics. Learn how to integrate critical business data from various systems into the cloud with a central repository so employees can be more self servicing when accessing key business data. Topics covered include reporting tools and dashboard technology.TRANSCRIPT
Thrive. Grow. Achieve.
SharePoint 2010 Portals
Edward McGovern12/13/2012
Presentation Title / Page 2
TOPICS TO COVER
OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT MAKE A SHAREPOINT SITE USEFUL.
• Content Type
• Metadata
• Web Part Relationships and Views
• Shared Calendars
• Workflows/Event Receivers/ Time Jobs
• Business Connectivity Services
• Search
• SQL Reporting Services Integration
• Dashboards
– Simple
– Excel Services
– Performance Point
Presentation Title / Page 3
CONTENT TYPES
CONTENT TYPE
• What are Content Types
• Site vs List Content Types
• Inheritance of Content Types
• Using Content Types in web parts to manage how users enter information and flow of information (publishing).
Presentation Title / Page 4
METADATA
OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL IDENTIFIERS.
• List Fields added to content
• Terms Store
• Adding Managed Metadata to Content
• Adding Managed Metadata to Search
Presentation Title / Page 5
WEB PART RELATIONSHIPS AND VIEWS
OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE.
• Views are used to filter for security, functionality and relevance
• Relating one web part to another (Daisy Chain)
Presentation Title / Page 6
SHARED CALENDARS
OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED.
• Allows you to create a shared calendar for any content type or entity
• Hooks into outlook and overlay
Presentation Title / Page 7
WORKFLOWS, EVENT RECEIVERS, AND TIMED SERVICES
OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT RECEIVERS AND TIMED SERVICES ARE USED.
• Workflows
– SharePoint out of box
– SharePoint Designer
– Visual Studio
– Trigger when Update or Create and Item
– Users can manually start
• Event Receivers
– Only Visual Studio
– Can trigger when update, create, or delete, before or after or during the event.
– Users cannot manually start
• Timed Services
– Can be scheduled to happen usually used in synchronization
Presentation Title / Page 8
BUSINESS CONNECTIVITY SERVICES
BUSINESS CONNECTIVITY SERVICES:
• Integrates completely with SharePoint. Can be combined with other data and SharePoint Data to extend and put new functions into your systems. SharePoint out of box
– Simple to setup and use
• Allows Users to Drill Down into related data and ask questions
• Sharepoint allows you to control access to data based on who you are. Filter based on Audience and user
Presentation Title / Page 9
SHAREPOINT SEARCH
OBJECTIVE: SHOW HOW SEARCH WORKS AND IS USED
• Setup and use of search
Presentation Title / Page 10
SQL REPORTING SERVICES INTEGRATION
OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT
• Dashboard quality reports and drill downs
• Built into Sharepoint
Presentation Title / Page 11
FORM SERVICES
OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND DOCUMENT LIBRARIES
• Creating Content Types with Infopath
• Modifying List Forms with Infopath
Presentation Title / Page 12
DASHBOARDS
DASHBOARDS
• Excel Services
• Performance Point
Page 21
THANK YOU!
Ed McGovernDirect: 301-279-6505E-mail: [email protected]
Seth ZarnyDirect: 301-279-6500E-mail: [email protected]
Evette Collins Direct: 202-955-6708E-mail: [email protected]