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Accounting HR Sales IT MIS Engineering Procurement Office Admins SharePoint nterprise collaboration System (EC

2009 summary report – 2010 suggestion

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Page 1: 2009 summary report – 2010 suggestion

Accounting

HR

Sales

IT MIS

Engineering

Procurement

Office Admins

SharePoint

Enterprise collaboration System (ECS)

Page 2: 2009 summary report – 2010 suggestion

Topics:Topics:

SharePoint Overview.SharePoint Workflow.

SharePoint Overview.SharePoint Workflow.

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OverviewOverview

What is the SharePoint ?Why should you use SharePoint ?SharePoint Components.SharePoint Infrastructure.

What is the SharePoint ?Why should you use SharePoint ?SharePoint Components.SharePoint Infrastructure.

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Overview (cont)Overview (cont)

What is the SharePoint ? What is the SharePoint ?

•SharePoint is an enterprise information portal, from Microsoft, that can be configured to run Intranet, Extranet and Internet sites.

•Microsoft Office SharePoint Server 2007 allows people, teams and expertise to connect and collaborate.  

•WSS is typically used by small teams, projects and companies. 

•SharePoint Server is designed for individuals, teams and projects within a medium to large company wide enterprise portal. 

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Overview (cont)Overview (cont)

Why should you use SharePoint ? Allowing files to be stored in one location and

allowing easy access to all team members. Enables teams and individuals to connect and

collaborate together regardless of where they are located.

Allows anyone have privilege to create sites for use within their company’s Intranet

Efficient environment for IT Professionals to develop without code.

Why should you use SharePoint ? Allowing files to be stored in one location and

allowing easy access to all team members. Enables teams and individuals to connect and

collaborate together regardless of where they are located.

Allows anyone have privilege to create sites for use within their company’s Intranet

Efficient environment for IT Professionals to develop without code.

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SharePoint Products & Technologies: The Big Picture

SharePoint Products & Technologies: The Big Picture

Individual

Enterprise

Division

Team

Consistent, connected experience Users, IT, Developers

Rich out-of-box experience Browsers, Office

Flexible, economical deployment

Rich, extensibile platform

Consistent, connected experience Users, IT, Developers

Rich out-of-box experience Browsers, Office

Flexible, economical deployment

Rich, extensibile platform

Extranet

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SharePoint calendars I: Make the most of your team calendar

Use a calendar on a SharePoint site

Use a calendar on a SharePoint site

Why use a calendar on a SharePoint site?

Because it’s a great way to share information using the familiar context of a calendar.

A calendar on a SharePoint site is similar to a whiteboard calendar that you might put up in your building’s hallway or break room.

Like that whiteboard, the SharePoint calendar is in a public place — the SharePoint site, where anyone with access to the site can see and use it.

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SharePoint calendars I: Make the most of your team calendar

See the calendarSee the calendarSo, you’re ready to try using a calendar on your company’s SharePoint site.

With many standard deployments of a SharePoint site, a calendar is already in place.

If that’s the case for you, all you’ll need to do to access the calendar is click Calendar under Lists on the Quick Launch, as shown in the picture.

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Overview (cont)Overview (cont)

SharePoint Components: MOSS: Microsoft Office SharePoint Server. WSS: Windows SharePoint Service.

SharePoint Components: MOSS: Microsoft Office SharePoint Server. WSS: Windows SharePoint Service.

$

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SharePoint document libraries I: Introduction to sharing files

Why document libraries? Why document libraries? Sharing files with others is essential to getting things done nowadays.

But just how should you share files?

You could e-mail them to people or put them on a network folder somewhere.

But if your company has a Windows SharePoint Services 3.0 site or Microsoft Office SharePoint Server 2007, the best way to share files is to use a document library.

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SharePoint document libraries I: Introduction to sharing files

What is a document library?

What is a document library?

A SharePoint document library is a place on a site where you can create, collect, and update files with others.

In this example, employees at Contoso Pharmaceuticals are using a document library called “Shared Documents.”

They have added files to the library, and now people can make changes to them.

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SharePoint document libraries I: Introduction to sharing files

What is a document library?

What is a document library?

A SharePoint document library is a place on a site where you can create, collect, and update files with others.

Those changes will be stored in the library — not on their own computers.

And, because the library is on a Web site, other people can easily access the files using a Web browser, provided they have the permissions to do so.

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SharePoint document libraries I: Introduction to sharing files

Good reasons to use a libraryGood reasons to use a libraryYou might be thinking, “Why not just e-mail a file to my colleagues or use a network folder to share files?”

Because SharePoint document libraries provide more control.

There are many ways they do this:

• Checkout: You can check out a file to reserve it for your use so that others cannot change it while you are working on it.

• Versions: A library can also be set up to store previous versions for archiving purposes.

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SharePoint document libraries I: Introduction to sharing files

Good reasons to use a libraryGood reasons to use a libraryYou might be thinking, “Why not just e-mail a file to my colleagues or use a network folder to share files?“

Because SharePoint document libraries provide more control.

There are many ways they do this:

• Alerts: You can set up e-mail alerts so that you are notified if a file is changed by someone else.

• Search: Libraries can also be set up so that they are searchable.

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SharePoint document libraries I: Introduction to sharing files

Where to get a document library

Where to get a document library

So where do you get a document library?

On a Windows SharePoint Services site.

And where do you get a Windows SharePoint Services site?

Your IT department or someone at your company will send you the Web address, or URL, of the site so that you can access it in your Web browser.

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SharePoint document libraries I: Introduction to sharing files

Where to get a document library

Where to get a document library

Important: The site shown here is an example of a site you’d find on either Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007.

This course addresses only these versions. If you have an older version, it may look and function differently from the examples in this course.

How do you know which version you have? Ask the person in charge of your site.

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SharePoint document libraries I: Introduction to sharing files

The URL is importantThe URL is importantOnce you’ve found the document library you want to work with, you’ll want to become familiar with the URL of the library.

The URL of the library is at the top, in the address bar. And you only need to become familiar with everything before “Forms/AllItems.aspx.”

So if this example were your library, you would need to be familiar with “http://contoso/shared/%20Documents.” The “percent twenty” represents a space in a URL.

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SharePoint document libraries I: Introduction to sharing files

The URL is importantThe URL is importantOnce you’ve found the document library you want to work with, you’ll want to become familiar with the URL of the library.

Add this URL to your Web browser favorites for quick and easy access. Eventually, you may even have it memorized because you’ll use it often to access files.

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SharePoint document libraries I: Introduction to sharing files

How to add and edit filesHow to add and edit filesWondering how to actually work with a document library?

You’re in the right place.

This lesson will show you how to add and edit library files by using Word, Excel, and PowerPoint 2007.

You’ll also learn what happens when two people try to edit a file at the same time, and how to handle that.

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Overview (cont)Overview (cont)

SharePoint users types1. End Users.2. IT Professionals.3. Developers.

SharePoint users types1. End Users.2. IT Professionals.3. Developers.

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Topics:Topics:

SharePoint Overview.SharePoint Workflow.

SharePoint Overview.SharePoint Workflow.

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Topics:Topics:

SharePoint Overview.SharePoint Workflow.

SharePoint Overview.SharePoint Workflow.

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SharePoint WorkflowSharePoint Workflow

Overview of Workflow. MOSS 2007 Workflow. Workflow Development Tools

Overview of Workflow. MOSS 2007 Workflow. Workflow Development Tools

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SharePoint Workflow vs PGESCo’s WorkflowSharePoint Workflow vs PGESCo’s Workflow

SharePoint WF: Advantages:

1. Good look and feel.2. Can attach documents.3. Integrated with AD.4. Activities Delay. 5. Sending good formatted emails.

Disadvantage:1. To modify a workflow you have to uninstall and install the new

one.2. In case of change in WF forms, you’ll lose your history.3. Many steps required to install and uninstall a WF.4. Many files (assembly, XML, XAML) required changes, in case of

WF modification.5. MOSS uses a huge disk space.

SharePoint WF: Advantages:

1. Good look and feel.2. Can attach documents.3. Integrated with AD.4. Activities Delay. 5. Sending good formatted emails.

Disadvantage:1. To modify a workflow you have to uninstall and install the new

one.2. In case of change in WF forms, you’ll lose your history.3. Many steps required to install and uninstall a WF.4. Many files (assembly, XML, XAML) required changes, in case of

WF modification.5. MOSS uses a huge disk space.

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Topics:Topics:SharePoint Overview.SharePoint Workflow.

SharePoint Overview.SharePoint Workflow.

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Analysis Design Deployment

Activate Associate Instantiate

Steps for creating WF using Jupiter workflow builder: SDLC

Jupiter workflow builder

Jupiter SharePoint

Drawing on paper

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ANALYSISANALYSIS

• Specifying Business process requirements: The business analysis delivers these requirements as a flowchart to the workflow designer. This flowchart can be delivered as a simple drawing on paper, or using flowcharting tool like Microsoft Visio.

• Specifying Business process requirements: The business analysis delivers these requirements as a flowchart to the workflow designer. This flowchart can be delivered as a simple drawing on paper, or using flowcharting tool like Microsoft Visio.

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Analysis Design Deployment

Activate Associate Instantiate

Steps for creating WF using Jupiter workflow builder:

Jupiter workflow builder

Jupiter SharePoint

Drawing on paper

Page 29: 2009 summary report – 2010 suggestion

Analysis Design Deployment

Activate Associate Instantiate

Steps for creating WF using Jupiter workflow builder:

Jupiter workflow builder

Jupiter SharePoint

Drawing on paper

Page 30: 2009 summary report – 2010 suggestion

Deploying workflow: The workflow designer deploys workflow on share Point site as a feature,Jupiter workflow builder is automatically do this steps:

1) Generate meta data files: A. Feature.xml .B. Workflow.xml.

2) Create the CAB file.3) Install the feature.

Deployment

Page 31: 2009 summary report – 2010 suggestion

Analysis Design Deployment

Activate Associate Instantiate

Steps for creating WF using Jupiter workflow builder:

Jupiter workflow builder

Jupiter SharePoint

Drawing on paper

Page 32: 2009 summary report – 2010 suggestion

Workflow associated with a document library or list . After this is done, the workflow can be started from any document or item inthat library or list.

Activate

Associated

Activate the feature from Jupiter SharePoint.

Page 33: 2009 summary report – 2010 suggestion

Analysis Design Deployment

Activate Associate Instantiate

Steps for creating WF using Jupiter workflow builder:

Jupiter workflow builder

Jupiter SharePoint

Drawing on paper

Page 34: 2009 summary report – 2010 suggestion

ADVANTAGEADVANTAGE

1) Provide end users “IT worker” with a way to describe processing of data in a visual form, much like flow charts but without the need to understand programming.

2) With good design the “IT worker” can implement the WF easily than SharePoint WF, Jupiter workflow builder is automatically deployment WF using this steps:

a) Generate meta data files: Feature.xml Workflow.xml.

b) Create the CAB file.

c) Install the feature.

3) You can connect to oracle database and retrieve data .

4) You can export Jupiter workflow for backup.

1) Provide end users “IT worker” with a way to describe processing of data in a visual form, much like flow charts but without the need to understand programming.

2) With good design the “IT worker” can implement the WF easily than SharePoint WF, Jupiter workflow builder is automatically deployment WF using this steps:

a) Generate meta data files: Feature.xml Workflow.xml.

b) Create the CAB file.

c) Install the feature.

3) You can connect to oracle database and retrieve data .

4) You can export Jupiter workflow for backup.

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THANK YOU.THANK YOU.

Page 36: 2009 summary report – 2010 suggestion

ThanksThanks