SlideShare a Scribd company logo
http://www.sharepointmn.com
Welcome to the
Minnesota SharePoint
User Group
April 14th, 2010
Business Processes with Digital Forms and Workflow
Phil Jirsa
Meeting #64
Session Agenda
• Typical Business Scenarios
• Review SharePoint 2007
• New and Improved SharePoint 2010
• InfoPath and Web Forms
• Break – 10 mins
• Out of the Box Workflows
• SPD Workflows + Visio 2010
• Visual Studio Workflows
• 3rd Party Options
http://www.sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on Microsoft
SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
http://www.sharepointmn.com
Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
• Technology consulting company
• Microsoft Gold Certified Partner
• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)
• Microsoft Gold Certified Partner
• Training on many technologies
Microsoft (www.microsoft.com)
http://www.sharepointmn.com
www.sharepointmn.com
• Website for user group
• SharePoint resource documents
• SharePoint resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• info@sharepointmn.com
www.sharepointmn.com
http://www.sharepointmn.com
Social Networking
• Linked In group – The most interactive… includes job postings…
– http://www.linkedin.com/groups?gid=1878792
• Facebook group
– http://www.facebook.com/home.php?#/group.php?gid=27333305456
• Twitter tags - @MNSPUG and #MNSPUG
http://www.sharepointmn.com
Upcoming Schedule
• Next Meeting
• May 12th 9:00 AM to 11:30 AM
• Microsoft’s Bloomington Office
• Topic: SharePoint 2010 and Office 2010 Launch Event
Check www.sharepointmn.com for updates!
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:30 am
• Microsoft’s Bloomington Office
http://www.sharepointmn.com
http://www.sharepointmn.com
Local Events
SharePoint 2010 Deep Dive on Business Process – April 20, 2010 *FREE*
http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=BESP2010WorkPro
Benchmark Learning – Edina, MN
SharePoint 2010 A Walk Around the new ‘Wheel’ – April 22, 2010 *FREE*
http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=NHSP2010-101Sem
Benchmark Learning – Edina, MN
[Next] SharePoint Saturday – October 2, 2010 *FREE*
http://www.sharepointsaturday.org/twincities/default.aspx
University of Minnesota – East Bank, Twin Cities Campus
Online Events
Microsoft SharePoint MVP Expert Chat – TBD (End of April) *FREE*
http://www.microsoft.com/communities/chats/default.mspx
Facebook: http://www.facebook.com/event.php?eid=336965717244
http://www.sharepointmn.com
Conferences
TechFuse – May 6, 2010
http://www.benchmarklearning.com/techfuse.aspx
Minneapolis
Announcements
• SharePoint 2010 RTM and Launch announced!
– Announcement here: http://blogs.msdn.com/sharepoint/archive/2010/03/05/sharepoint-
2010-office-2010-launch.aspx
– Launch event: http://sharepoint.microsoft.com/businessproductivity/proof/pages/2010-
launch-events.aspx#fbid=2rTi4OD1abM
– May 12th – same day as MNSPUG
• Update Center
– http://technet.microsoft.com/en-us/office/ee748587.aspx
• Good, Better, Best Document for SharePoint 2010 available
– http://download.microsoft.com/DOWNLOAD/2/A/A/2AA0D302-86A6-4AA2-A0A4-
4F15FA7DBF5C/BUSINESS%20PRODUCTIVITY%20AT%20ITS%20BEST_WHITEPAPER.PDF
http://www.sharepointmn.com
Quick Intro
• Phil Jirsa
– SharePoint Consultant
– MCTS – WSS and MOSS Development
Typical Business Scenarios
SharePoint Overview
April 2010 MNSPUG.pptx - Business Processes with Digital Forms and ...
What’s Available in 2007
SharePoint Overview
April 2010 MNSPUG.pptx - Business Processes with Digital Forms and ...
April 2010 MNSPUG.pptx - Business Processes with Digital Forms and ...
Digital Forms
• SharePoint Lists
• InfoPath Forms
Workflow
• OOB SharePoint
• SharePoint Designer
• Visual Studio
SharePoint Lists
• Easy to Create
• Good for Simple Data
• Limited UI Options
• Support for Mobile
InfoPath Forms
• Separate Form Editing Application
• Simple Drag-and-Drop
• XML Storage Format
• Storage Options
• SQL Database
• Web Service
• File System
• SharePoint Form Library
InfoPath Forms
• Web Capabilities
• Mobile Capabilities
• Outlook Integration
• Word/Excel Conversion Wizard
• Template Parts
• Connection to Workflow
• Document Information Panel (DIP)
Basic Workflow Capabilities
• Start Workflow Manually or
Automatically
• Visibility into Running Workflows
• Collection of Historical Workflow Data
– Status of approval, errors,…
• Stop (or Terminate) a Running
Workflow
• Tight Integration with Office
Understanding The Workflow Timeline
• Association
– When a workflow is associated with a list
– Data can be associated with the workflow
• Initiation
– When the workflow is first started on a list item
– Data can be associated with the instance of the workflow
• Running
– Status page reflects state of the workflow
– User primarily interacts via Tasks
• Termination
– End an instance of a workflow
• Remove Association
Association Initiation Running Termination
Remove
Association
What’s New in 2010
SharePoint Overview
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client
Office Web App Integration
Standards Support
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements
Social Relevance
Phonetic Search
Navigation
FAST Integration
Enhanced Pipeline
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
http://www.sharepointmn.com
SharePoint Server 2010
Digital Forms
• SharePoint Lists
• InfoPath Forms
Workflow
• OOB SharePoint
• SharePoint Designer
• Visual Studio
SharePoint Lists
• Multiple Selection
• More Items
• Configurable Performance
• Customizable List Forms in Web UI
InfoPath Forms
• Customizable List Forms in InfoPath 2010
InfoPath and Web Forms
SharePoint Overview
DEMO
Break
Break
Digital Forms
• SharePoint Lists
• InfoPath Forms
Workflow
• OOB SharePoint
• SharePoint Designer
• Visual Studio
• 3rd Party
Out of the Box
• New Site Level Workflows
• Customizable with SharePoint Designer
• Visualization with Visio 2010
SharePoint Designer
• Parallel Execution Paths
• Reusable Workflow
• Visualization/Design with Visio
• Exportable to Visual Studio
Visual Studio Workflow
• Built-in Deployment/Debugging Tools
• Workflow Events
• Pluggable Workflow Services
Lists and Libraries
Lists
• Approval
• Collect Feedback
• Collect Signatures
• Disposition Approval
• Three State
• Translation Management
Out of the Box
OOB Workflows
SharePoint Overview
DEMO
SharePoint Designer 2010
• Redesigned for SharePoint 2010
• New UI
• Only Compatible with SharePoint 2010
SharePoint Designer 2010
• Create Reusable Workflows
• Import/Export to Visio
• New Workflow Designer Wizard
SPD + Visio 2010
SharePoint Overview
DEMO
Custom .NET Workflow
• Bring in the Reinforcements!
• You are here because:
– Missing Specific Feature
– SharePoint Designer Missing Action
– Custom Data or Actions Needed
– Existing Windows Workflow Investment
– State Machine Workflow Requirement
– Expose the Full Power of .NET
• Word of Warning – There is a steep learning curve
Custom .NET Workflow – The Platform
• Windows Workflow Foundation
• Its not just a SharePoint Platform
– Built into .NET 3.0
Workflow – Platform Implications
• Workflow Now a Core .NET Feature
– Workflow can be ‘hosted’ anywhere
– SharePoint was Microsoft’s first host (CRM 4 uses
it now too)
• Custom applications can host it as well
• Standardized Format
– XML based file format (XOML)
• Widespread Availability
Visual Studio
SharePoint Overview
DEMO
3rd Party Options
• Nintex
• K2
• Skelta
• Codeplex
Q & A
Questions & Answers
References
• Paul Andrew -
http://blogs.msdn.com/pandrew/
• SharePoint 2010 -
http://sharepoint2010.microsoft.com
• SharePoint MSDN -
http://msdn.microsoft.com/en-
us/sharepoint/default.aspx
Thanks for attending!
http://www.sharepointmn.com

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April 2010 MNSPUG.pptx - Business Processes with Digital Forms and ...

  • 1. http://www.sharepointmn.com Welcome to the Minnesota SharePoint User Group April 14th, 2010 Business Processes with Digital Forms and Workflow Phil Jirsa Meeting #64
  • 2. Session Agenda • Typical Business Scenarios • Review SharePoint 2007 • New and Improved SharePoint 2010 • InfoPath and Web Forms • Break – 10 mins • Out of the Box Workflows • SPD Workflows + Visio 2010 • Visual Studio Workflows • 3rd Party Options http://www.sharepointmn.com
  • 3. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions http://www.sharepointmn.com
  • 4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) • Technology consulting company • Microsoft Gold Certified Partner • Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) • Microsoft Gold Certified Partner • Training on many technologies Microsoft (www.microsoft.com) http://www.sharepointmn.com
  • 5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com
  • 6. Social Networking • Linked In group – The most interactive… includes job postings… – http://www.linkedin.com/groups?gid=1878792 • Facebook group – http://www.facebook.com/home.php?#/group.php?gid=27333305456 • Twitter tags - @MNSPUG and #MNSPUG http://www.sharepointmn.com
  • 7. Upcoming Schedule • Next Meeting • May 12th 9:00 AM to 11:30 AM • Microsoft’s Bloomington Office • Topic: SharePoint 2010 and Office 2010 Launch Event Check www.sharepointmn.com for updates! • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:30 am • Microsoft’s Bloomington Office http://www.sharepointmn.com
  • 8. http://www.sharepointmn.com Local Events SharePoint 2010 Deep Dive on Business Process – April 20, 2010 *FREE* http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=BESP2010WorkPro Benchmark Learning – Edina, MN SharePoint 2010 A Walk Around the new ‘Wheel’ – April 22, 2010 *FREE* http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=NHSP2010-101Sem Benchmark Learning – Edina, MN [Next] SharePoint Saturday – October 2, 2010 *FREE* http://www.sharepointsaturday.org/twincities/default.aspx University of Minnesota – East Bank, Twin Cities Campus Online Events Microsoft SharePoint MVP Expert Chat – TBD (End of April) *FREE* http://www.microsoft.com/communities/chats/default.mspx Facebook: http://www.facebook.com/event.php?eid=336965717244
  • 9. http://www.sharepointmn.com Conferences TechFuse – May 6, 2010 http://www.benchmarklearning.com/techfuse.aspx Minneapolis
  • 10. Announcements • SharePoint 2010 RTM and Launch announced! – Announcement here: http://blogs.msdn.com/sharepoint/archive/2010/03/05/sharepoint- 2010-office-2010-launch.aspx – Launch event: http://sharepoint.microsoft.com/businessproductivity/proof/pages/2010- launch-events.aspx#fbid=2rTi4OD1abM – May 12th – same day as MNSPUG • Update Center – http://technet.microsoft.com/en-us/office/ee748587.aspx • Good, Better, Best Document for SharePoint 2010 available – http://download.microsoft.com/DOWNLOAD/2/A/A/2AA0D302-86A6-4AA2-A0A4- 4F15FA7DBF5C/BUSINESS%20PRODUCTIVITY%20AT%20ITS%20BEST_WHITEPAPER.PDF http://www.sharepointmn.com
  • 11. Quick Intro • Phil Jirsa – SharePoint Consultant – MCTS – WSS and MOSS Development
  • 14. What’s Available in 2007 SharePoint Overview
  • 17. Digital Forms • SharePoint Lists • InfoPath Forms Workflow • OOB SharePoint • SharePoint Designer • Visual Studio
  • 18. SharePoint Lists • Easy to Create • Good for Simple Data • Limited UI Options • Support for Mobile
  • 19. InfoPath Forms • Separate Form Editing Application • Simple Drag-and-Drop • XML Storage Format • Storage Options • SQL Database • Web Service • File System • SharePoint Form Library
  • 20. InfoPath Forms • Web Capabilities • Mobile Capabilities • Outlook Integration • Word/Excel Conversion Wizard • Template Parts • Connection to Workflow • Document Information Panel (DIP)
  • 21. Basic Workflow Capabilities • Start Workflow Manually or Automatically • Visibility into Running Workflows • Collection of Historical Workflow Data – Status of approval, errors,… • Stop (or Terminate) a Running Workflow • Tight Integration with Office
  • 22. Understanding The Workflow Timeline • Association – When a workflow is associated with a list – Data can be associated with the workflow • Initiation – When the workflow is first started on a list item – Data can be associated with the instance of the workflow • Running – Status page reflects state of the workflow – User primarily interacts via Tasks • Termination – End an instance of a workflow • Remove Association Association Initiation Running Termination Remove Association
  • 23. What’s New in 2010 SharePoint Overview
  • 24. Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS http://www.sharepointmn.com SharePoint Server 2010
  • 25. Digital Forms • SharePoint Lists • InfoPath Forms Workflow • OOB SharePoint • SharePoint Designer • Visual Studio
  • 26. SharePoint Lists • Multiple Selection • More Items • Configurable Performance • Customizable List Forms in Web UI
  • 27. InfoPath Forms • Customizable List Forms in InfoPath 2010
  • 28. InfoPath and Web Forms SharePoint Overview DEMO
  • 30. Digital Forms • SharePoint Lists • InfoPath Forms Workflow • OOB SharePoint • SharePoint Designer • Visual Studio • 3rd Party
  • 31. Out of the Box • New Site Level Workflows • Customizable with SharePoint Designer • Visualization with Visio 2010 SharePoint Designer • Parallel Execution Paths • Reusable Workflow • Visualization/Design with Visio • Exportable to Visual Studio Visual Studio Workflow • Built-in Deployment/Debugging Tools • Workflow Events • Pluggable Workflow Services
  • 32. Lists and Libraries Lists • Approval • Collect Feedback • Collect Signatures • Disposition Approval • Three State • Translation Management Out of the Box
  • 34. SharePoint Designer 2010 • Redesigned for SharePoint 2010 • New UI • Only Compatible with SharePoint 2010
  • 35. SharePoint Designer 2010 • Create Reusable Workflows • Import/Export to Visio • New Workflow Designer Wizard
  • 36. SPD + Visio 2010 SharePoint Overview DEMO
  • 37. Custom .NET Workflow • Bring in the Reinforcements! • You are here because: – Missing Specific Feature – SharePoint Designer Missing Action – Custom Data or Actions Needed – Existing Windows Workflow Investment – State Machine Workflow Requirement – Expose the Full Power of .NET • Word of Warning – There is a steep learning curve
  • 38. Custom .NET Workflow – The Platform • Windows Workflow Foundation • Its not just a SharePoint Platform – Built into .NET 3.0
  • 39. Workflow – Platform Implications • Workflow Now a Core .NET Feature – Workflow can be ‘hosted’ anywhere – SharePoint was Microsoft’s first host (CRM 4 uses it now too) • Custom applications can host it as well • Standardized Format – XML based file format (XOML) • Widespread Availability
  • 41. 3rd Party Options • Nintex • K2 • Skelta • Codeplex
  • 42. Q & A Questions & Answers
  • 43. References • Paul Andrew - http://blogs.msdn.com/pandrew/ • SharePoint 2010 - http://sharepoint2010.microsoft.com • SharePoint MSDN - http://msdn.microsoft.com/en- us/sharepoint/default.aspx

Editor's Notes

  • #29: Lists: Tournaments Begin Date End Date Location Entries Membership ID Skier Name Tournament T:Begin Date T:Location Amount Scores (Doclib) Tournament T:Begin Date
  • #32: Site Level workflows: -
  • #43: Projects Web Database