Integrating SharePoint 2010 with Office 2010 Donovan Follette Technical Evangelist Microsoft Corporation

Agenda

SharePoint as a Solution Platform Custom Custom Site/List Def Code Based Workflows Custom Web Parts Event Receivers Ribbon UI Customization Custom Branding Declarative Rules-Based Workflows Data View Web Parts Theming Page Layouts LOB Data Integration Site Templates User Customizations Custom Lists Out of the Box

Excel & Excel Services New REST API Enables embedding of ranges and charts contained in a workbook on a web page Changes in underlying workbook are automatically reflected when web page is (re-) loaded Properties, list of properties you can control – e.g. turn the ribbon off Possibly the most powerful thing is there is an eventing model. So when somebody does something on the page – Selects a cell, a sheet or they edit something, there’s an event that fires You can listen for this in code and then perform business logic on it. REST – no code needed, just construct a URL Returns: data (ATOM), images, HTML

Solutions with Excel & Excel Services Demo Solutions with Excel & Excel Services

Excel & Excel Services Solutions Visual Studio Connections Excel & Excel Services Solutions Upload Excel workbook Choose which workbook elements to expose Via _vti_bin/ExcelRest.aspx Retrieve the model Drill into the named ranges Copy/paste the URL into Word/PowerPoint Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

InfoPath 2010 Scenarios Information Worker Customize List Forms Take Lists Offline Application Data in Lists Office Business Application Builder Workflows in SharePoint Designer External data using BCS Custom code running in Sandbox

Customize SharePoint List Forms Accessible with a single click in SharePoint

Rich Form Design Experience InfoPath 2010 provides design services Layout Themes Table Layout Behavior Rules Custom Code Data Binding External Data

Offline Support in InfoPath 2010 Handled by SharePoint Workspace Provides an offline cache of SharePoint sites Hosts custom InfoPath Forms Same forms that are used by Forms Services

Visual Studio Connections InfoPath Solutions Default Form for Lists, Workflows, etc. Single-click from SharePoint to InfoPath Word-like editing for Form design Easy connections to external data sources OOB support for SharePoint lists SOAP Web services REST Web services Publish to SharePoint Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Access & Access Services With Access 2010, you can Centrally store and distribute Access solutions Build a Web Database Publish to a SharePoint on premises or online* Provide data access from anywhere Share and collaborate with others Use SharePoint permissions to determine who can see what * SharePoint Online is hosted by Microsoft and enables you to use a central location to manage content online. Learn more at http://office365.com

Web Database Design Considerations Create Database Objects for the Web Use Web Ready objects Add client-only forms or VBA only if needed Not usable in web environment, but still can be used on the client Create tab of a client only database: Create tab of a web database: Note Globes in icons which signify it is a Web Ready object

Publish to Access Services ACCDB  SharePoint Site Access Tables  SharePoint Lists Access Forms  ASPX Pages Access Reports  RDL (SQL Server Reports) UI Macros  JavaScript Data Macros  SharePoint Workflows

Solutions with Access & Access Services Demo Solutions with Access & Access Services

Access & Access Services Solutions Visual Studio Connections Access & Access Services Solutions Selected a Web Database template Published it to SharePoint Access Services Modify the UI Re-synch with Access Services Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Visio 2010 & SharePoint Designer 2010 Visual Studio Connections Visio 2010 & SharePoint Designer 2010 Visio 2010 New SharePoint workflow template Supports almost all actions & conditions in SPD Exports .vwi file SharePoint Designer 2010 Imports .vwi file Supports round-trips to Visio Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Visio, SharePoint Designer & Workflow Solutions Demo Visio, SharePoint Designer & Workflow Solutions

Visio & SharePoint Designer Workflow Solutions Visual Studio Connections Visio & SharePoint Designer Workflow Solutions Select a SharePoint Workflow template in Visio Build Visio workflow and export .vwi Import .vwi file into SharePoint Designer Declaratively add workflow logic Publish workflow to SharePoint Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Business Connectivity Services Allows easy surfacing of external data into SharePoint External List On-line/Off-line aware Read/Write data operations No-code support in SharePoint Workspace & Outlook No-code Tooling in SharePoint Designer .NET, SQL Server, WCF

External Content Type for a LOB System Microsoft SharePoint Conference 2009 5/9/2018 External Content Type for a LOB System SharePoint Workspace with InfoPath Forms Outlook Forms and Task Panes SharePoint External Lists External Content Type Customer CustomerID FirstName LastName EmailAddress Talking points: BCS-enabled solutions rely on ECTs to integrate external data into SharePoint and the Office client applications Can be reused in External List Search Outlook SharePoint Workspace Word InfoPath Access Other Office applications via code Search Results Office Apps External data © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010 Demo Solutions with BCS, SPD, SharePoint Workspace & Outlook 2010

Visual Studio Connections BCS & SharePoint Designer Solutions for SharePoint Workspace & Outlook 2010 Build an ECT for a LOB source Create an External List from the ECT Take the External List offline in SharePoint Workspace Surface the External List in Outlook 2010 Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Visual Studio 2010 & Office to Access SharePoint List Data? Microsoft SharePoint Conference 2009 5/9/2018 Visual Studio 2010 & Office to Access SharePoint List Data? SharePoint Client Object Model (SP COM) Unified object model across all clients JavaScript, .NET CLR, Silverlight CLR Subset of Server OM Webs, Lists, ListItems, Content Types, Fields, External Lists, etc. Limited to Site Collections, Site level and below Work with data via REST SharePoint listdata.svc Powered by WCF Data Services © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SP Client Object Model Solution Office 2010 Client External Systems Look at: - A SP COM document-level solution Add-in using SP COM ECT Connectivity to CRM Database BCS External List CRM Database Customer Table SharePoint Server 2010

WCF Data Services Solution Office 2010 Client Look at a WCF Data Services solution Add-in using WCF DS SharePoint Server 2010 Review SharePoint Lists accessed via listdata.svc SharePoint List listdata.svc

Demo Solutions with VS 2010, SharePoint COM, WCF Data Services & Office Add-ins

Visual Studio Connections Summary There are a number of Office integration options Excel & Excel Services REST InfoPath & Forms Services Access & Access Services Visio & SharePoint Designer for Workflows SPD & Business Connectivity Services Visual Studio 2010 to build Office Add-ins Updates will be available at http://www.devconnections.com/updates/LasVegas_Fall08/VS

Resources MSDN Office Developer Center - msdn.microsoft.com/office Channel 9 - channel9.msdn.com/learn/courses/Office2010/ donovanf’s Blog - blogs.msdn.com/donovanf/ SharePoint Sideshow - channel9.msdn.com/Shows/SharePointSideshow That’s it for this presentation. To summarize, to get started with the Open XML SDK, be sure to download the SDK, the Productivity Tool, and the Open XML Package Editor for Visual Studio. Then, hit up the references listed at the bottom of this slide to learn more.