Welcome to the Minnesota SharePoint User Group

Agenda Quick Intro Announcements Survey Results SharePoint Cookbook Appetizer: Adding a breadcrumb web part to SharePoint to improve navigation Salad: Creating and using a custom view of a list Soup: Creating and using a data view web part with a list as the source Main Course: Creating a “meatball” report to display graphical information based on conditional logic 10 Minute Break Dessert: Creating and using connected web parts without having to use custom coding After Dinner Drink: Creating a graph using Office Web Components Cheese:  Adding a welcome [username] web part to a site Q & A

Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota (www.newhorizonsmn.com) Training on many technologies Microsoft (www.microsoft.com) I’m guessing you’ve heard of them

Build a local community focused on Microsoft SharePoint Technologies User Group Goal / Objectives Build 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

www.sharepointmn.com www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointmn.com

Upcoming Schedule Next Meeting May 11th 9:00 AM to 11:00 AM Microsoft’s Bloomington Office Topic: Designing / Branding SharePoint Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:00 am

SharePoint Advisor Magazine (coming soon) New Magazine focusing on SharePoint “The Advisor Guide to using Microsoft SharePoint technology, Windows SharePoint Services, SharePoint Portal Server, and more, including Microsoft Office System and SharePoint, enterprise integration and administration, and innovative SharePoint-based solutions, with how-to, tips, code, downloads, training, step-by-step, and more...” Have contacted editor -- hope to get some free first issues for the Minnesota SharePoint User Group www.sharepointadvisor.com

June 12 - 16, 2005 Las Vegas, Nevada JW Marriott Las Vegas Resort SharePoint Advisor Live Conference Technical conference focusing on SharePoint Tips Tricks Code How To’s $1295 Main Event Registration by May 2 2005 $1495 Main Event Registration after May 2 2005 http://advisorevents.com/cmt0506p.nsf/w/main-cms June 12 - 16, 2005 Las Vegas, Nevada JW Marriott Las Vegas Resort

Survey Results Thanks for your input!!! Over 70 responses

Survey Results: What are SPUG Users Using? Most have made the switch to Office 2003 Still a little bit of SharePoint 2001 out there

Survey Results: Possible Future Topics Top Topics Designing / Branding SharePoint Case Study Examples Microsoft SharePoint Roadmap Advanced Web Part Development

Survey Results: Why do you come to MNSPUG? Information on how to integrate SharePoint with other technologies 43 said yes Information on how to use SharePoint for various business problems 44 said yes Networking with others in the SharePoint community 42 said yes Technical information on SharePoint administration Technical information on SharePoint development 48 said yes

Survey Results: Most Humorous Response In Response to: ‘How can we improve the user group?’ “I think you could work on adding more spectacle to the presentations.  For example, fog machines and strobe lights can accentuate the importance of a point.  Live music and possibly a dance floor would be helpful.  Is it too much to ask for a beer garden?”

SharePoint Cookbook A Seven Course “Meal”

Why do a SharePoint Cookbook session? Demonstrate how to use some of the more interesting out of the box functionality Demonstrate using free web parts Demonstrate the value that SharePoint can bring to more common business scenarios

Appetizer: Adding a breadcrumb web part What is a breadcrumb? Navigation hierarchy Ex: Home >> Divisions >> HR Addresses the “Up To [ABC Site]” issue of single level Utilizes a free web part Can be included in templates Improves usability and navigation

Appetizer: Adding a breadcrumb web part Download web part from: http://download.microsoft.com/download/2/6/b/26b3cf90-dd4a-490c-a7dd-4ce6e20137b3/BreadcrumbSiteNavigation.zip Install to server Update web.config Import DWP file to site or page Add to web page for navigation

Adding a Breadcrumb Web Part Demo Adding a Breadcrumb Web Part

Salad: Creating a Custom View of a List What is a view? Built in SharePoint functionality Presents existing data in a new way Utilizes Lists / Libraries Doesn’t require any custom coding Provides the following: Sorting Grouping Filtering Styles Totals

Salad: Creating a Custom View of a List Select the library or list to work with Select Modify Settings and Columns Choose Create a new view Name and choose appropriate settings for new view. Pick columns Sorting Filtering Grouping Totals Styles Item Limit

Creating a Custom View of a List Demo Creating a Custom View of a List

Soup: The DataView Web Part Created in FrontPage Can Consume… SharePoint Lists/Libraries Data in Databases Web Services Practically anything that is XML Customizable Layout/Style Connectable Conditional Formatting

Soup: The Data Source Catalog Task Pane available when creating a DataView Displays… Lists/Libraries for the current Site Existing Database Connections Existing XML Files (current site or manually added) Server-side Scripts (parameterized web pages that emit xml) Web Services (i.e. SharePoint Web Services)

Soup: DataView Configuration Task Pane (Details) available when configuring a DataView Allows configuration of… Styles (extension of OOTB SPS List Styles) Filtering Sorting and Grouping Conditional Formatting -- style changes based on data value(s) Displays the data available for consumption Why Full control over the presentation Powerful grouping functionality Seamlessly Integrate existing data into SharePoint

Data View Web Parts Using Lists Demo Data View Web Parts Using Lists

Main Course: Meatball Report What is a Meatball Report? Utilizes Lists / Libraries Provides instant, visual feedback Conditional Formatting with FrontPage Presents existing data differently based on conditional logic Doesn’t require any custom coding Visualize data for ease of consumption At-a-glance type of user Good for Dashboards

Main Course: Meatball Report Conditional Formatting Basics Change a cell’s font, based on Priority Show an “Overdue!” notice on old items Conditionally display images, based on Priority Advanced formatting using calculated columns

Creating a “Meatball” Report Demo Creating a “Meatball” Report

5 – 10 minute break

Dessert: Creating and Using Connected Web Parts Communication between Web Parts Parent/Child; Master/Detail; Filtering Out-of-the-box SharePoint Lists/Libraries DataViews Form Web Parts Configured using Browser or FrontPage FrontPage provides page-to-page communication Improves usability Repurpose data

Demo Connected Web Parts

After Dinner Drink: Using OWC Web Parts Office Web Components (OWC) Able to connect to a database Communication between Web Parts Rich client side interface Behaves like a Windows app Export directly to Excel Users familiar with Excel can jump right in Requires Office on the client

After Dinner Drink: OWC Charting Download web part from: http://www.microsoft.com/downloads/details.aspx?familyid=38be67a5-2056-46a1-84b1-337ffb549c5c&displaylang=en Download and unzip the file onto the SharePoint Server Run STSTPKPL.EXE to install the web parts Place WebPart on page Connect to Data Source Add to site to Trusted Sites if prompted about connection security Serve chilled

Graphing Using Office Web Components (OWC) Demo Graphing Using Office Web Components (OWC)

After Dinner Drink: Using Chart Web Part Different than Office Web Components (OWC) XML or List based Supports XPath queries Highly configurable Outputs PNG or VML (no client side requirements)

After Dinner Drink: Charting Web Part Download web part from: http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a=701 Install the CAB file into the GAC (stsadm –o addwppack –filename ChartWebPartLibraryCAB.CAB –globalinstall) Give SharePoint Application Pool user Write access to C:\Program Files\Common Files\Microsoft Shared\web server extensions\wpresources\ChartWebPartLibrary\1.0.0.0__ec1e93bf640efdaf Place Web Part on a Page Serve with XML or List Data

Graphing Using Charting Web Part Demo Graphing Using Charting Web Part

Cheese: Welcome [UserName] Provides a simple welcome message A touch of personalization Message can be customized Name Username Email Date Time Use Site Templates to standardize

Install the Hello User Web Part Download the Web Part Package (CAB file) Install using stsadm.exe Refer to MSDN “Packaging and Deploying Web Parts” Add to page / site where desired stsadm –o addwppack –filename c:\packagename.cab -globalinstall http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odc_sp2003_ta/html/sharepoint_deployingwebparts.asp

Welcome [UserName] Web Part Demo Welcome [UserName] Web Part

Hope you enjoyed your meal Q & A