Transcript
Page 1: 2012-12-13 Sharepoint Portals

Thrive. Grow. Achieve.

SharePoint 2010 Portals

Edward McGovern12/13/2012

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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

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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).

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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

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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)

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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

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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

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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

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SHAREPOINT SEARCH

OBJECTIVE: SHOW HOW SEARCH WORKS AND IS USED

• Setup and use of search

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SQL REPORTING SERVICES INTEGRATION

OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT

• Dashboard quality reports and drill downs

• Built into Sharepoint

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FORM SERVICES

OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND DOCUMENT LIBRARIES

• Creating Content Types with Infopath

• Modifying List Forms with Infopath

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DASHBOARDS

DASHBOARDS

• Excel Services

• Performance Point

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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]


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