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

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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

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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)

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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

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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 EventsSharePoint 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 EventsMicrosoft 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

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ConferencesTechFuse – May 6, 2010http://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

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Quick Intro

• Phil Jirsa– SharePoint Consultant– MCTS – WSS and MOSS Development

Typical Business Scenarios

SharePoint Overview

What’s Available in 2007

SharePoint Overview

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 UISharePoint WorkspaceSharePoint MobileOffice ClientOffice Web App IntegrationStandards Support

Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browser

Enterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements

Social RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline

PerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivot

Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS

Communities

Search

Sites

Composites

ContentInsights

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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!

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