1. Using SharePoint UI to Deliver General Use Applications Connie Begovich NLIT 2009

2. 2Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Example of ORNL Web Applications in SharePoint Multi-Use Web Parts – For Your Review – Contacts Picker Dialogs – People Finder – Organization Finder Views into Master Data – My Training – Manager Recruiting Interface Complete Web Applications – IDMS – Role Request

3. 3Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Background Applications have been developed by software developers and analysts in different areas Mostly using.NET Visual Studio C# and SharePoint tools – Web Parts – Smart Parts Using Features of SharePoint – Document Libraries – Lists Web Services to Business System

4. 4Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Multi-Use Web Parts Create and Deploy a SharePoint Web Part Can be Added by User on any Page Includes Web Part Options – Standard Display Options – User-defined Options

5. 5Managed by UT-Battelle for the U.S. Department of Energy Presentation_name For Your Review Summary of Workflow and other Daily Checks Includes – Workflow from SAP Business System – Workflow from SharePoint – Training Status – Computer Security Status Options – User (default: SharePoint user logged on) – Summary/Details – Heading

6. 6Managed by UT-Battelle for the U.S. Department of Energy Presentation_name On the ORNL Home Page

7. 7Managed by UT-Battelle for the U.S. Department of Energy Presentation_name For Your Review Web Part 7

8. 8Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Contacts Web Part Way to Provide a List of Contacts on SharePoint Page Standard List Options – By Organization, Role, or Directory Entry – For User or Everyone – Include Job Titles or not Single Contact Line Name Title (optional) Work PhoneEmail – Name is link to their Site, Whos lookup, or organization page

9. 9Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Example of Staff Directory

10. 10Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Example of Role-Based for the Person Logged into SharePoint

11. 11Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Defining a Contact List Enter URL for the Page Enter Information Options Can Repeat

12. 12Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Picker Dialogs Pop-Up Dialog – Search with Consistent Interface – Return information to calling program Available for – People – Organizations – Countries

13. 13Managed by UT-Battelle for the U.S. Department of Energy Presentation_name People Picker From Within an Application

14. 14Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Organization Picker

15. 15Managed by UT-Battelle for the U.S. Department of Energy Presentation_name View into Master Data Application and/or Data is Available in a Specific-use Application Some Staff use that Application Day in and Day out General Users need to View, Use, or Edit that Data Infrequently

16. 16Managed by UT-Battelle for the U.S. Department of Energy Presentation_name My Training Lists Qualifications (training requirements for job) Detail Any Qualification Deficiencies (need to take a class) Add or List Training Classes

17. 17Managed by UT-Battelle for the U.S. Department of Energy Presentation_name My Training

18. 18Managed by UT-Battelle for the U.S. Department of Energy Presentation_name My Training Options Can View Other’s Training Can View for Another Date Customer Maintained Info Helpful Links

19. 19Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Manager Interface to Recruiting Lists – Open Job Requisitions – Candidate Information and Resumes Actions – Viewed/Declined – Interview Questionnaire – Confirmation to Hire

20. 20Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Manager Interface for Recruiting

21. 21Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Job Information

22. 22Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Applicant Interface

23. 23Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Interview Results Questionnaire

24. 24Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Confirmation to Hire

25. 25Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Complete Web Applications Application is either – SharePoint Document Libraries, Lists, etc with Locally- specific Content, Items, and/or Workflow – Collection of Web Parts on Connected Web Pages Can use SharePoint Navigation, Page Layouts, etc Have an Option to Connect Web Parts

26. 26Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Web Applications Integrated Document Management System (IDMS) A centralized document center that manages – controlled documents – programmatic documents That are used to – prescribe processes, – specify requirements, or – establish design.

27. 27Managed by UT-Battelle for the U.S. Department of Energy Presentation_name IDMS High Level Requirements Use the capabilities of built-in Microsoft Office SharePoint Server (MOSS) – Document Center Site Template – Content Types Core Content Type inherited from Base Content Types Set of Division and Directorate Content Types inherited from Core Content Types – Out of the box and SharePoint Designer (SPD) workflows Out of the box - Approval and Review SPD – Notifications and Document Number – Search and Document Library Views(reducing reports) Utilize the Advance Search and Search Results Web Parts – Information Management Policies Auditing and Retention

28. 28Managed by UT-Battelle for the U.S. Department of Energy Presentation_name IDMS Home Page Content Query Web Part listing all of the ORNL Division Folders Document Center Web Parts: Created by Me, Modified by Me and Checked Out to Me Built-in Navigation

29. 29Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Site Architecture – Document Libraries Document Libraries for each of the Directorates at ORNL Each Directorate Library has one or more folders (for divisions) Every folder has – Source folder (e.g., Word document) – Publication folder (PDF) Files loaded from previous location with application

30. 30Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Site Architecture – Document Library Folders

31. 31Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Site Architecture – Content Types Every Library has the two Content Types for directorate and its divisions There are two content type; one for the document and one for the document link

32. 32Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Site Architecture – Core Content Columns Can Add Site Columns Directorate Columns Division Columns Empowers users to add fields for their own use

33. 33Managed by UT-Battelle for the U.S. Department of Energy Presentation_name IDMS Workflows Out of the box workflow for Approval and Review – Designed using browser – Associated with Core Content Types – Customized at the Directorate or Division Site Content Type Level SharePoint Designer Workflow – Primarily used for notifications – Custom Document Numbering System (more details in next (2) two slides)

34. 34Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Custom Numbering SharePoint List Last Number – is the number last used by the workflow Next Number – SharePoint calculated field [Last Number] +1 Document Code – The prefix to be used with the Next Number fields to make a unique identifier Document Number - SharePoint calculated field [Document Code] & “-” & [Next Number] Building Type – Document Series – is the related field to the user form. The user will pick a Building Type – Document Series and a workflow will look up the unique identifier to hand out then increment the Last Number by (1) one for the next request.

35. 35Managed by UT-Battelle for the U.S. Department of Energy Presentation_name SharePoint Designer Custom Number Workflow

36. 36Managed by UT-Battelle for the U.S. Department of Energy Presentation_name IDMS Advanced Search

37. 37Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Information Management Policies What is an information management policy? – An information management policy is a set of rules for a type of content. Information management policies enable organizations to control and track how long content is retained what actions users can take with that content. – Can help organizations comply with legal or governmental regulations enforce internal business processes. – Can be managed on at a site collection level or content type

38. 38Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Policy features included in Microsoft Office SharePoint Server 2007 Auditing Expiration Barcodes Labels

39. 39Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Web Applications Role Request Manage the roles and authorizations for computing- systems Specific job roles – Finance Officer – Manager – Project Manager Accounts – System Operators – System accounts Employee Birthright Special Applications

40. 40Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Search for Roles using Categories or Keywords

41. 41Managed by UT-Battelle for the U.S. Department of Energy Presentation_name View Your Own Roles

42. 42Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Detail of Role and What It Means

43. 43Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Lessons Learned SharePoint Development – Required Setup of Individual SharePoint System for Developers Reasonable Efficiency Required Separate Disk Drive -> New Equipment Required a Minimum of a Day to Set Up Necessitated Learning about SharePoint – Required some new skills.NET/Visual Studio Tools skills SharePoint Designer SharePoint Central Admin SharePoint Development of Web Parts or Smart Parts – Deployment Setup Difficult

44. 44Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Lessons Learned SharePoint Development Training Attending Local Hands-on Classes – For a set of Developers – For Developers/Web Designers Using Consultants with.NET and Visual Studio Experience Searching Microsoft/General Internet Blogging / Weekly Live Meetings Using Microsoft On-Line Classes Attending Microsoft Conference (Office Developers and Tech Ed)

45. 45Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Lessons Learned Using Back-End Systems – Learn about Web Services – Need for Matching Landscapes (Development/QA/Production) Who has Access to Update How to Co-ordinate Movement between Landscapes – Coordination of web.config Point to same application settings – Authorization Between Systems

46. 46Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Future Best Value – General Use Web Parts – Dialogs – Views into Master Data – Use of SharePoint Features Web part Associated Document Library for all Application Information Ability to add Help information, Announcements, etc to web application pages Rethink? – Entire Application in Web Parts

47. 47Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Questions and Thanks… Questions? Thanks to – David Broughton and Mike Miller, ORNL, for My Training Information – Jeff Meredith (jmeredith@it4e.com), Information Technology for Enterprises, LLC (IT4E), www.it4e.com

48. 48Managed by UT-Battelle for the U.S. Department of Energy Presentation_name Other ORNL presentations which might be of interest SharePoint – Monday, 11:45-Using SharePoint UI to Deliver General Use Applications, Connie Begovich – Tuesday, 11:45-SharePoint at ORNL, Brett Ellis Cyber Security – Monday, 1:30-Development of a Process for Phishing Awareness Activities, Phil Arwood – Monday, 2:15-How I Learned to Embrace the Chaos, Mark Lorenc – Monday, 4:15-TOTEM:The ORNL Threat Evaluation Method,John Gerber/Mark Floyd Desktop Management – Monday 4:15-On the Fly Management of UNIX Hosts using CFEngine,Ryan Adamson – Tuesday, 11:00-Implementation of Least User Privileges, Doug Smelcer – Wednesday, 11:45, Microsoft Deployment Using MDT and SCCM, Chad Deguira Incident Management – Wednesday, 11:00-Helpdesk Operations for Clients Without Admin Privileges, Bob Beane/Tim Guilliams IT Modernization – Monday, 2:15-12 Months of Technology, Lara James