Creating a SharePoint App with Microsoft Access Services No-code solutions Dutch Information Worker User Group : #DIWUG Creating a SharePoint App with Microsoft Access Services Microsoft Access 2013 has all the tools needed to build no-code data-centric applications quickly on Microsoft SharePoint Server 2013 (on-premises or Office 365). Penny will show you how Access hides the normal complexities of creating a relational database (i.e., rules, schema, views) using a SQL-backed app on SharePoint, as well as showing you how to connect Access web apps to SharePoint lists Penelope Coventry

Speaker Bio Independent Consultant Microsoft MVP SharePoint Server MCSE: SharePoint 2013 Author/Co-author of 10+ SharePoint Books Trainer Worked with SharePoint since 2001 Based in UK, work in Europe & US Blogs/Web Site http://www.sharepointdesignerstepbystep.com/ Twitter: @pjcov

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Enterprise Forms in SharePoint 2013 SharePoint 2013 offers new options for enterprise form solutions Current investments in InfoPath are fully supported in SharePoint 2013 For new end-to-end business solutions Microsoft recommend that business users consider Access 2013 For highly custom forms Microsoft recommends developers use HTML forms with the new cloud App Model

InfoPath 2013 InfoPath is fully supported in SharePoint Server 2013 Continues to provide great form customization solutions for business users Current investments in InfoPath can leveraged in SharePoint Server 2013 Now uses the full power of Microsoft Visual Studio 2012 to extend InfoPath solutions

Access 2013 SharePoint 2013: Heavy investment in Access 2013 to allow business users to rapidly create SharePoint web (form) apps Interesting new option for new declarative solutions Subject matter expert can capitalize on their domain knowledge Developer experience not required

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Two methods of creating Access web-based solutions Access web database – SharePoint Server 2010 Supported in SharePoint Server 2013 Cannot be created using Access 2013 SharePoint site Access tables -> SharePoint lists Forms / Reports -> web pages Cannot be automatically converted to an Access web app Access web apps – new in SharePoint Server 2013

The Access 2013 mission Quickly create business value with server-based apps App Templates & Table Templates Maintain existing desktop databases & import data App Experience without code Apps for SharePoint in a browser

Access 2013 Web Apps New App Experience SharePoint deployment Tech Ready 15 Access 2013 Web Apps 4/19/2017 Web Applications SharePoint SQL Database New App Experience Simplified design experience Polished, consistent results SharePoint deployment SQL back-end © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

What is an Access web app? SharePoint apps Can be deployed to SharePoint Store Data and Access objects saved to it’s own SQL Server database Tables directly accessible Cannot create or initiate SharePoint workflows on Access app data No unique permissions at the table or row level Access app data not automatically indexed by SharePoint search engine Do not support Visual Basic (VB) programming language

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Access Desktop v Access App Desktop “classic” solutions Access App 20 years old Very popular Easy to create poor apps Client machine deployment required Solved business needs Web/SharePoint applications Data lives in SQL 2012 Access client only needed for designing applications Central access control Security Sharing Scaling up Standard Professional UI No code

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

User Interface Access generates UI Runs entirely in the browser Forms are HTML & JavaScript No server-side rendering or processing Seamless SharePoint integration, including Themes Limited customizations Prevent non-designers from hurting themselves Enables improvements, more form factors

User interface model

Working with an Access App Demo Working with an Access App

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

How does it work?

Access 2013 App Templates Jump-start the creation of Access apps Custom web app* Asset tracking Contacts Issue tracking Project management Task management * Only template Access app template available when you first start Access. Others only available when connected to the internet.

Access app templates available over the Internet Template name Description Tables Views Asset Tracking Track equipment used by your business and assigned to employees. Assets, Categories, Employees List, Datasheet, By Category, By Group Contacts Manage individual and corporate relationships. List, Datasheet, By Group Issue Tracking Record issues related to your business, associate them with customers, and assign them to employees Issues, Customers, Employees, Issue Comments, Related Issues List, Datasheet, By Status, By Group Project Management Manage projects by breaking  work items into tasks, associating them with customer, and assigning them to employees. Projects, Employees, Customers, Tasks List, Datasheet, By Status, By Group,

Access to SQL Server object mapping Access table* = SQL Server table Access data types = SQL Server data types Text fields => nvarchar Number => decimal, int or float Image => varbinary (MAX) * Access provides table templates (nouns). You can also create linked tables to display data from SharePoint lists including external lists. For each table, two views are automatically generated: List and Datasheet.

Queries Use when users extensively use the same filters, sorts or column hiding Combine related tables Perform calculations Summaries Automatically apply changes Created as SQL Server Views Table-valued function (TVF)

Macros Miniature program Stored in Access app Automate common tasks Two types: User Interface Navigation to another view Showing or hiding controls Attached to command buttons or combo boxes Data macros Implement business rules at data level

Permissions Inherited from the site where the app was created Solution creators => Full Control Consumers Create, update, delete data => Contribute View => Read

Demo Building an Access App

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Advantages of Access Services Centralize data/administration/security End-user created Professional interface Usage monitoring App Store Upgrade path?

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Every you need for Access Services is in Office 365 SQL (Azure) Security Identity Access control Redundancy/Backup

On-premise Access Services SharePoint Server 2013 Web Servers Application Servers Office Web Apps Server SQL Server 2012 SP1 (Mixed Mode - SQL Server authentication and Windows authentication) Access Web Apps databases SQL 2008 R2 SQL 2012 SharePoint Content databases

Finding the SQL database name

Agenda Enterprise Forms Access Services 4/19/2017 Enterprise Forms Access Services Access Desktop v Access web apps User Interface Creating Access web apps Advantages of Access Services Office 365 v On-premises In Summary © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

Review Most Organizations have Access desktop databases 4/19/2017 Most Organizations have Access desktop databases Access app = central control Self Service – Reduce IT Workload Office 365 has Access Services Need Enterprise Client Access Licenses to use Access Services on-premise

Questions?

Resources Changes in Office 2013 http://technet.microsoft.com/en-us/library/cc178954.aspx Comparison of services: Office 365, Standalone and On-premise http://technet.microsoft.com/en-US/library/jj819267.aspx Access Team Blog http://blogs.office.com/b/microsoft-access/ Discontinued features and modified functionality in Access 2013 http://office.microsoft.com/en-us/access-help/discontinued-features-and-modified-functionality-in-access-2013-HA102749226.aspx Installing Access Services on-prem http://www.microsoft.com/en-us/download/details.aspx?id=30445 Add custom actions to the Action Bar http://office.microsoft.com/en-us/access-help/add-custom-actions-to-the-action-bar-HA102840216.aspx?CTT=1 Moving and backing up your Access 2013 web apps http://blogs.office.com/b/microsoft-access/archive/2012/09/27/moving-and-backing-up-your-access-2013-web-apps.aspx Add apps to the App Catalog http://technet.microsoft.com/en-us/library/fp161234.aspx#AddApps Add apps to a SharePoint 2013 site http://technet.microsoft.com/en-us/library/fp161231.aspx Visualize your Access 2013 web app data in Excel http://blogs.office.com/b/microsoft-access/archive/2013/01/22/visualize-access-data-in-excel.aspx The Access Show: Developing Access 2010 Hybrid Apps http://blogs.office.com/b/microsoft-access/archive/2010/07/20/the-access-show-developing-access-2010-hybrid-apps-with-dick-moffat.aspx Creating Access web databases with Access 2010 and Access Service http://msdn.microsoft.com/en-us/library/ff402351(office14).aspx