Power User functionality in SharePoint 2013 - SP Intersection

SharePoint Intersection
Session
What’s in SharePoint 2013 for me as a
Power User?
Asif Rehmani
SharePoint MVP and MCT
SharePoint-Videos.com

© DEVintersection. All rights reserved.
Asif Rehmani
CEO and Founder
VisualSP / SharePoint-Videos.com
Chicago
USA
2 http://www.DEVintersection.com
Contact
@asifrehmani
asif@sharepointElearning.com
www.sharepoint-videos.com
Author
Trainer and
Consultant
SharePoint
MVP, MCT
Conference
Speaker

Expert Tutorials

List of in-context
VisualSP
In-context support through Help tab
Help Tab Help Items
Help items for current page and context
Help users when They need it most

1 Year access to
890+
SharePoint
Video Tutorials
Giveaways for today’s session

Understand the opportunities available for
Power Users to build solutions on top of
SharePoint 2013
Session focus
7 http://www.DEVintersectio7n.com

How I became a Power User
 1995 – Started programming in Visual Basic 4
 1998 – Created solutions using C, C++, ASP 2.0 etc.
 2002 – Started with ASP.NET (C# mainly). Developed prototype
8
solutions for SharePoint
 2004 – Wrote a development course on SharePoint 2003 and taught it
 2007 – Started with no-code development technologies and became a
Power User evangelist (trainer, consultant, writer, etc.). Never looked
back since then

http://www.DEVintersection.com
Basically…
I’m a recovering
SharePoint developer

Is there a difference between an
Information Worker
and a
Power User ?

Information Workers and Power Users
Information Worker / End User –
A person who uses information to assist in making decisions or taking actions
Power Users –
Computer user who uses advanced features of programs which are not used by the
average user (information worker)
The focus of this presentation is on :
11
Power Users

Power Users also known as -
12
 No-code developers
 Citizen developers
 Enlightened users ;-)

Gartner, July 14, 2011
“Citizen Developers will create
25% of New Business
Applications by 2014”

How a Power User is ‘born’
Power
User
14
Information
Worker
Developer /
IT Pro

Power User’s motto:
“Let’s not write code until
we have to write code.”
15

The customization continuum
Customize
SharePoint
Out-of-the-Box
(sites, docs, lists,
social)
SharePoint
Composites
(Access App, BI,
Workflow, BCS)
Declarative
Capabilities
(Doc Sets,
Records, Search)
Managed Code
(Apps, CSOM,
Reusable components)

What can SharePoint do?

 Collaboration
 Document management
 Internal Social Network
 Forms
 Process Automation
(Workflows)
 Business Intelligence
 Reporting
 Search
 Metadata Management
 …
Super secret
 The next version will even
make coffee!

Because it can, doesn’t mean
you should
Focus on Quick Wins

Identify true pain points and focus in on them
(sounds easy, right?)

Build Powerful and easy to
maintain solutions

Questions to ask yourself
Correct questions
 What do our users need?
 What does our business need?
 What’s the return on investment long term for those solutions?
 Who is going to maintain it?
Incorrect questions
 What can SharePoint do?
 How much is the initial cost of the solution?
22

What can SharePoint do for your business?
 Human resource on-boarding process
 Vacation scheduling system
 Vendor management portal
 Employee training scheduling and materials
 Business performance reporting
 Company knowledge base
 Help desk portal
 Inventory tracking
 …

Build no-code solutions

Why go ‘no-code’?
 Possibilities of what you can do are Enormous!
 Quick learning curve
 Easier ongoing management of solution
 Delegate responsibility easily

Yes
 Browser
 Office application
 Desktop application built for SharePoint and related technologies
 Scripting technologies
How we define ‘no-code’
No
 Visual Studio
 Managed code

Creating Solutions
Recommended sequence when creating Your solutions:
27 http://www.DEVintersectio2n.com
 Browser based only
 Use no-code tools
 Use code tools
OR
 3rd party product

 SharePoint 2013 interface and browser based opportunities
 SharePoint Designer 2013 Overview
 SharePoint Designer 2013 Workflows
 Access 2013
 Excel 2013 and PowerView
 Search Web Parts
 InfoPath 2013
Topics covered
2

The new interface
2
http://sharepoint-videos.com/module-1/walkthrough-of-sharepoint-
2013-team-site/

Demo:
SharePoint 2013 UI
Walkthrough

Beautiful Intranets
Make your Intranet come alive

Show a location map right within your list or library
http://blog.sharepoint-videos.com/my-geolocation-video-on-mvp-award-blog/
Geolocation column

Demo:
Geolocation

Self Service Powerful
Search
Empower users to
discover information

Demo:
Search web parts

“Citizen Developers will create
25% of New Business
Applications by 2014”
Gartner, July 14, 2011

What’s new and what has
changed?
SharePoint Designer 2013
3

com/sharepoint-designer-2013-data-view-
web-part-list-view-web-part-design-view-
is-gone/
What’s gone
Design View
 http://blog.sharepoint-videos.
3

Workflow tools
39
 Browser
 SharePoint Designer 2013
 Visio 2013
 Visual Studio 2012/2013

40
SharePoint Designer 2013
Workflows
Automate business processes

SharePoint Designer Workflow Types

2010 and 2013 style workflows
SharePoint Designer
42
2010
2013

Workflow Manager 1.0
SharePoint 2013 workflow processing moved to Workflow Manager (WM)
 Workflow no longer runs in the SharePoint content farm / servers
 SharePoint farm & Workflow Manager farm can be on same /
43
different servers

New Workflow Activities & Actions
New Actions & Activities
Microsoft Project Specific
Actions
Assign a Task Get Property from
[Dictionary/DynamicValue]
Create a Project from Current Item
Start a Task Process Count Items in
Set the current project stage status
to this value
Go to This Stage Trim String Set the status field in the idea list
item to this value
Call HTTP Web Service Find Substring in String Wait for Project Event
Start a List Workflow Replace Substring in String Set this field in the project to this
value
Start a Site Workflow Translate Document
Build
Set Workflow Status

The ‘New Stuff’
 Stages
• New base level concept of
stages
 Visual Designer
• Direct Visio incorporation
• Stage-Level Diagrams
 New Task Actions
• Quick and easy to create
tasks and approval
processes
 Web Services
• Able to call into
Rest/HTTP web services
 Loops!
• Able now to loop indirectly
with stages or directly
with the new Loop actions
 Copy/Cut and Paste
• Core copy/cut and paste
abilities now introduced

Demo:
SharePoint Designer
2013 Workflows

Creating / Acquiring new Workflow actions
 Create new workflow actions using Visual Studio
 Acquire workflow actions through vendors:
http://www.harepoint.com/Products/HarePointWorkflowExtensions/Default.aspx

What will happen to my workflows when we upgrade
from SharePoint 2010 to 2013?
They will get transferred as SharePoint
2010 workflows
You can modify them with almost* the
same type of environment as in 2010
* With the added ability to use copy/paste functions
49

Copying a workflow to another List or Site
Save as workflow template
50
Export to Visio
Copy / Paste stages

SharePoint Designer 2010:
 Only reusable workflows can be packaged
SharePoint Designer 2013:
 List workflows, Reusable workflows and Site
workflows can all be packaged as a wsp
Packaging a workflow

Example of fairly advanced workflow
http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-sharepoint-designer-
2013-workflow/
Example of
using:
• Stage
• Loop
• Web service
• Workflow variables
• Dictionary variable
• XML to JSON
• Calculation
• Creating items

http://technet.microsoft.com/en-us/sharepoint/dn594430
SharePoint Composites Showcase
created by Mark Gillis from Microsoft

No-code (low-code in this case) leaders in the industry
54

http://sharepoint-videos.com/pull-info-from-a-blogs-rss-feed-using-
Workflows Designer capabilities
Free video showing many
capabilities (22 mins)
sharepoint-designer-2013-workflow/
5

Dynamic
Dashboards
PowerView to visualize data

Using Access 2013 to simplify web development
Access 2013 –
 Used to create the interface of the app
SharePoint 2013 –
 Used to host the front end of the app
SQL Server 2012 –
 Used as the backend data storage technology for the app

Powerful No-Code
Apps
Access apps for easy
development

Demo:
Access Apps

Ability to disable Access apps at the tenant level
 SharePoint admin center  Settings

And now.. The story of InfoPath

Powerful no-code forms
 InfoPath based web forms

FoSL – Forms on SharePoint Lists (coming soon..)

 Formal training on SharePoint at the Power User level –
Empowering the Power User
browser and no-code
 Ability to tap into available knowledge base as needed
 Wiki pages and documentation
 Video tutorials
 Established connections with department/team evangelists
 Online resources
 Remote consultation with SharePoint experts

It’s Raffle time!

Questions?
Don’t forget to enter your evaluation
of this session using EventBoard!
Thank you!

Power User functionality in SharePoint 2013 - SP Intersection

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