Managing and Using Microsoft SharePoint 2010

1. Managing and Using Microsoft SharePoint 2010 By Gerard Beckerleg

2. Course Website • http://sharepoint.ssw.com.au/Training/UTSSP2010/ • Course Materials

3. Part A: SharePoint 2010 Sessions Part A SharePoint Concepts and Use

4. Part B: SharePoint 2010 Sessions Part B SharePoint Configuration and Admin

5. Session 9: SharePoint 2010Form and Excel Services

6. Agenda • Why use Form Services • Why use Excel Services

7. Forms • A form is to fill out data • Forms works really well for lists (store data) • In SharePoint, there are two ways to create forms…

8. How to create forms • SharePoint Designer 2010 • Microsoft InfoPath 2010

9. Creating forms in SharePoint Designer • Navigate to the list • Create a new form for “new”, “edit” or “display” • Modify the aspx page with SharePoint designer

12. Working with SharePoint Designer for pages and forms… • Need good understanding of: • HTML • Need some basic (probably good!) understanding of : • CSS • XSL • ASP.NET

13. InfoPath forms • Replaces paperwork • Design rich forms • Fill out rich forms

14. Start with pre-built templates

15. Create title, headings and sections

16. Conditional formatting and no-code actions

17. InfoPath form for a list

18. InfoPath with SharePoint 2007 • Data stored in Document Library • Template stored in Document Library • Forms can be mapped to a content type – different forms for the same content type

19. InfoPath with SharePoint Server 2010 • Workflows • SharePoint List forms • SharePoint Forms Library • Document Information Panel

20. List Form or Forms Library • List Forms are new in SharePoint 2010 and InfoPath 2010 • If you want the data to be stored in the list, List Forms are perfect • If you have complex forms, particularly, repeating sections, use Forms Library

21. Let’s get started:Creating a form for Carpool

22. Rules to better forms with InfoPath Always use mixed mode • InfoPath (rich client) • InfoPath Form Service (web client)

23. Get external data from SharePoint

25. Databind the drop down lists

26. Setting up default values

27. Publish form template to SharePoint 2007…

28. Publishing in SharePoint 2010 • Is one click

29. Filling forms in SharePoint Lets test using it • File – New… This creates a form based on this template • Save it…. in the document library Time goes by… • Others open it • Update this existing form

30. Save a filled form to SharePoint

31. Some problems with the form… • We can kick out the driver? • How to do read-only data

32. Passenger View • View -> Manage Views -> Add a New View…

33. Rules – switch to Passenger View

34. Rules – auto insert passenger name

35. Client doesn’t have InfoPath

36. Making it a web-enabled form

37. Opening a form in the browser

38. Alert Me

39. InfoPath and MOSS workflows • Out of the box MOSS workflows works very well with InfoPath sample form templates: • Expense Report + Approval Workflow • Travel Request + Approval Workflow • Meeting Agenda + Collect Signature Workflow

40. Forms Services – summary • Using InfoPath, with SharePoint • Adding views and rules • Adding workflows

41. Break

42. Excel Services • Access calculated data and reports • Report publisher can limit the data that they can access • Safeguard confidential details such as formulas

43. Excel Services - continued • Don’t need to have Excel to view spreadsheets • Users can create a snapshot of the file in Excel – read-only view of the calculated data. • Various different reports against the same spreadsheet

44. Reports Center • KPI • Dashboard (sample) • Reports (sample) • Data Connection Library – definition of data connections can be defined in one place and shared by different spreadsheets

45. BI Center

46. Publish Excel spreadsheet

47. Where does it all fit

48. Excel web access • View, filter, export Excel snapshot via web page

49. Excel web service • Exposes Excel web services that your applications can use to upload, modify Excel data and refresh calculations

50. Excel calculation service • Refreshing all data for a snapshot view to present to the client