This document discusses SharePoint 2010 composites. It provides an overview of the problem of business users taking on project 11 when IT resources are limited. The solution discussed is SharePoint 2010 composites, which includes Business Connectivity Services, Excel Services, InfoPath Services, Access Services, and Visio Services. Examples are given of how each of these services can be used to empower business users while maintaining governance. Guidelines are also provided around when composites should and should not be used.

1. SharePoint 2010 - Composites No kool-aid May 19, 2011

2. Agenda The Goal What are SharePoint 2010 Composites? The Problem: Project 11 The Solution: SharePoint 2010 Composites Composite Services What is it? What can I do with it? What can I not do with it? Gotchas & Warnings 2 © 2011 Cogent Company. Proprietary and Confidential.

3. The Goal Show you how you can use SharePoint 2010 Composites in your organization Help you understand what does and doesn’t work in Composites 3 © 2011 Cogent Company. Proprietary and Confidential.

4. What are SharePoint 2010 Composites? The Problem: Project 11 IT has finite resources Business Users have infinite needs IT can only get to the “Top 10” What happens to Project 11? 4 © 2011 Cogent Company. Proprietary and Confidential.

6. Copies of data not connected to enterprise data

7. Does not follow standards & quality measures

8. Performance???

9. Designed by business users (need I say more?)

10. Soon, the project becomes “mission critical”, and IT is asked to own it

11. Now IT has a bigger problem than if they had just done it in the first placeCONTROL Governance Management Centralization Consolidation Cost controls EMPOWERMENT Access Agility Adaptability Self-service Innovation © 2011 Cogent Company. Proprietary and Confidential.

12. What are SharePoint 2010 Composites? The Solution: SharePoint 2010 Composites Business Connectivity Services Excel Services InfoPath Services Access Services Visio Services 6 “SharePoint 2010 provides options to unlock enterprise data, create user-developed business solutions, and maintain organizational governance.” -Microsoft © 2011 Cogent Company. Proprietary and Confidential.

13. How I see SharePoint 2010 Composites… 7 Sites Communities Composites Content Insights One ring to bring them all And in the darkness bind them Search © 2011 Cogent Company. Proprietary and Confidential.

14. What are SharePoint 2010 Composites? No-code demos Business Scenario: Business Development client management Don’t want to spend a bundle on CRM tools Managing client data in SharePoint lists Workflows, Task Lists & Calendars keep track of what is going on 8 © 2011 Cogent Company. Proprietary and Confidential.

16. SharePoint lists

17. Excel data*

18. WCF/WS

19. .NET assembly

20. Custom ConnectorConnect Data to the Office suite 9 *Workbooks must be hosted in the same SharePoint 2010 site © 2011 Cogent Company. Proprietary and Confidential.

23. Web Service – programmatic access (very cool!)10 © 2011 Cogent Company. Proprietary and Confidential.

24. What can I not do with it? What Excel Services can’t do… Can’t create workbooks Doesn’t support Data Validation Can’t create new tabs Can’t edit charts Web UI is really just for viewing and editing Excel Workbooks 11 © 2011 Cogent Company. Proprietary and Confidential.

26. Opens in InfoPath if it is installed12 © 2011 Cogent Company. Proprietary and Confidential.

28. Picture

29. ActiveX Controls

30. More… (http://msdn.microsoft.com/en-us/library/aa945450.aspx)13 © 2011 Cogent Company. Proprietary and Confidential.

31. What is SharePoint 2010 Access Services? Access Services Publish data bases to the web Tables, queries, forms, macros & reports are stored in SharePoint 2010 Data can be managed, analyzed & shared via web browser 14 © 2011 Cogent Company. Proprietary and Confidential.

32. What can I do with it? Access Services Demo Import Access database into SharePoint 2010 Change data in SharePoint list Change data in Access 2010 And now for the suffering… 15 © 2011 Cogent Company. Proprietary and Confidential.

35. Not all data types are supported

36. More… http://msdn.microsoft.com/en-us/library/ff402351.aspx16 © 2011 Cogent Company. Proprietary and Confidential.

37. What is SharePoint 2010 Visio Services? Workflows Build SharePoint workflows in Visio & publish to SharePoint 2010 Illustrate workflows in SharePoint Diagrams Publish data-connected to SharePoint 2010 View diagrams in-browser Refresh data associated with diagrams via BCS 17 © 2011 Cogent Company. Proprietary and Confidential.

39. Build Diagram

40. Save as *.vwi (Visio Workflow Interchange)

41. Publish to SharePoint

42. Open in SharePoint Designer & configure workflow

44. Connect to External Data source

45. Associate data with shapes

46. Define visual representation of data

47. Publish to SharePoint18 © 2011 Cogent Company. Proprietary and Confidential.

48. What can I not do with it? What Visio Services can’t do… Each shape in Visio is assigned to a row of data. Good for monitoring & status, not so good for changing data. Can't connect to Access data sources Excel workbook data sources must be hosted on the same SharePoint site Pivot Diagrams and Timelines cannot connect to data sources Can't connect to anything but tables (when connecting to SQL Server) 19 © 2011 Cogent Company. Proprietary and Confidential.

49. Conclusions When should I use Composites? If you have simple business problems that lend themselves well to out-of-the box SP 2010 capabilities Migrate existing applications that comply with SharePoint 2010 Composite requirements If your IT team is understaffed & your business users are Office Power Users When should I not? If you don’t have SharePoint 2010 Enterprise If you don’t have Professional/Premium version of Office products If your solutions require custom code (but composites are a good place to start) Migrate existing applications that do not comply with SharePoint 2010 Composite requirements 20 © 2011 Cogent Company. Proprietary and Confidential.

50. Questions? 21 © 2011 Cogent Company. Proprietary and Confidential. Simon Saugier simon.saugier@cogentcompany.com

51. Links Visio Services - workflows http://blogs.msdn.com/b/visio/archive/2009/11/23/sharepoint-workflow-authoring-in-visio-premium-2010-part-1.aspx http://blogs.msdn.com/b/visio/archive/2010/01/19/sharepoint-workflow-authoring-in-visio-premium-2010-part-2.aspx Access Services http://msdn.microsoft.com/en-us/library/ff402351.aspx InfoPath Services http://msdn.microsoft.com/en-us/library/ms540731.aspx http://msdn.microsoft.com/en-us/library/aa945450.aspx Excel Services http://blogs.technet.com/b/ppsdocteam/archive/2009/04/29/report-building-with-excel-services.aspx SharePoint Development http://msdn.microsoft.com/en-us/sharepoint/ee513147.aspx 22 © 2011 Cogent Company. Proprietary and Confidential.