SharePoint Portfolio
- 1. SharePoint Portfolio Project Team Leader Patricia E. Todd patricia_todd@sbcglobal.net 1
- 2. Table of Contents The SetFocus SharePoint 2010 Master’s Program 3 Project Requirements 4 Workflow Requirements 5 Development Methodology 6 Software Requirements 7 Configure SharePoint 8-9 Central Administration 10-19 Intranet Site 20 Extranet Site 21-22 InfoPath 23-27 SharePoint Designer Workflows 28-30 Custom List Definitions 31-36 Visual Web Part 37-41 Reporting 41-47 Out-of-Box Features 48-53 2
- 3. The SetFocus SharePoint 2010 Master's Program • The SharePoint 2010 Master’s Program is an intensive training experience designed to prepare you for the development opportunities with Microsoft’s most recent release of SharePoint. • During this SharePoint training program, you learn how to create sites, lists and pages, programming lists with managed code, define views, CAML queries, sandbox solutions, and web templates, create and deploy solutions, security, debugging, workflows, custom site definitions, documents libraries, and features. • The program also teaches you the principles and practices of how to deploy, manage, and maintain SharePoint. It takes you through how to create and configure service applications to provide access to shared resources across web applications. • You learn how to develop workflows incorporating InfoPath Forms, leveraging external data using business connectivity services, web content management using the publishing content approval process, enterprise content management, extending search capabilities, business intelligence using filter web parts, Excel services, PowerPivot and Performance Point services. 3
- 4. “Fictional Towing Company” - Project Requirements • Ability to collaborate on PowerPoint presentations • Shared calendar on intranet site that integrates into MS Outlook • Publish a monthly company newsletter that can be read by anyone in the organization, contributed by authors and reviewed/published by editors • Shared contacts list • Company Wiki site • Blog to demonstrate common procedures like how to properly fill out an invoice • Project management site with tasks that are viewable on Gantt charts • External portal for vendors (who have an FBA account) and visitors. The portal has a standard about us page, information on how to contact the towing company and content published by the towing company on a regular basis. • Registered vendors can navigate to their respective vendor-specific sites from the portal and submit invoices for payment. • Dashboard to view how many invoices have been processed, how many remain outstanding and total amounts billed and paid. • Site managers should have the ability to automatically create new vendor sites from a template without needing to know SharePoint. Each site can be personalized with vendor name, logos or descriptions. • Specialized list that any vendor can go to in order to submit suggestions for improvement and rate the performance of the towing company. Suggestion are automatically routed to towing company managers for review. 4
- 5. Vendor Invoice Workflow • The invoice will contain the relevant information about the request for service (i.e. customer name, to/from towing locations, service details, vehicle information and distance). The invoice will be automatically populated with vendor specific information like name, email address and rates. • The submitted invoice is automatically routed to the Accounting Department to be paid. • Once paid, the invoice goes to an archive list which contains all invoices from all vendors that were paid. • If rejected, the invoice is sent to a reject list for further review. • Email is sent to the vendor whenever the invoice has been submitted successfully and when the status of the invoice changes. • Business rules will ensure that any invoice which is more than 10% above or below the expected amount (rate * distance) is sent to an Accounting Supervisor for approval, then handled in the usual manner. 5
- 6. Development Methodology • Applied the principles of Agile development by delivering each milestone within 2-3 day iterations. • Peer/Pair programming amongst the entire development team for collaboration. • Exclusive use of desktop sharing software JoinMe (https://join.me/) to conduct code reviews. 6
- 7. Project Resources • Windows Server 2008 R2 • Internet Information Services (IIS 7) • SQL Server 2008 R2 • SharePoint Server 2010 • SharePoint Designer 2010 • Visual Studio 2010 • Microsoft Office 2010 • InfoPath Designer 2010 • Performance Point Dashboard Designer 7
- 8. Configure SharePoint – App Pools 8
- 9. Configure SharePoint – IIS Sites 9
- 10. SharePoint Web Applications 10
- 11. SharePoint Site Collections 11
- 12. SharePoint Farm Services 12
- 14. Claims Based Authentication – Role Providers 14
- 15. Claims Based Authentication – Membership Providers 15
- 16. Claims Based Authentication – Default Providers 16
- 17. Enable Forms Based Authentication 17
- 18. Configure Outgoing Emails 18
- 19. PowerShell Backup Script 19
- 20. Create an intranet solution based on SharePoint Server 2010 20
- 21. Extend the intranet solution to the extranet (Portal Page) 21
- 22. Forms Based Login 22
- 23. InfoPath 2010 Designer 23
- 24. InfoPath 2010 Designer 24
- 25. InfoPath Vendor Invoice (Populate controls with SharePoint data) 25
- 26. InfoPath Vendor Invoice (Calculations) 26
- 27. Vendor Invoice (Admin Approved Template) 27
- 28. Invoice Approval Workflow 28
- 29. Invoice Approval Workflow (Steps) 29
- 30. Invoice Approval Workflow (Steps Continued) 30
- 31. Custom Vendors List Content Type 31
- 32. Custom List Definition (Visual Studio 2010) 32
- 33. Vendors List 33
- 34. Vendors Invoice List Custom Content Type 34
- 35. Vendor Invoices Form Library (with associated workflow) 35
- 36. Workflow History 36
- 37. Vendor Site Creation (Visual Web Part) 37
- 38. Newly Provisioned Vendor Site 38
- 39. Visual Web Part (ASCX Code) 39
- 40. Visual Web Part Code Behind 40
- 41. Visual Web Part Code Behind 41
- 42. Vendor Dashboard 42
- 43. Performance Point Dashboard Designer 43
- 44. MS Excel with Pivot Tables 44
- 45. KPI Scorecards 45
- 46. Analytic Grids 46
- 47. SSRS Report with Bing Maps 47
- 48. Asset Management Database 48
- 49. Blog Site 49
- 50. PowerPoint Services 50
- 51. Project Management 51
- 52. Publishing Site 52
- 53. Company Wiki 53