1. http://www.sharepointmn.com Welcome to the Minnesota SharePoint User Group April 14 th, 2010 Business Processes with Digital Forms and Workflow Phil Jirsa Meeting #64

2. Session Agenda Typical Business Scenarios Review SharePoint 2007 New and Improved SharePoint 2010 InfoPath and Web Forms Break – 10 mins Out of the Box Workflows SPD Workflows + Visio 2010 Visual Studio Workflows 3rd Party Options http://www.sharepointmn.com

3. User Group Goal / Objectives Develop and support 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 http://www.sharepointmn.com

4. Introductions – MNSPUG Sponsors Inetium (www.inetium.com)www.inetium.com Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com)www.benchmarklearning.com Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com http://www.sharepointmn.com

5. www.sharepointmn.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com http://www.sharepointmn.com

6. Social Networking Linked In group – The most interactive… includes job postings… – http://www.linkedin.com/groups?gid=1878792 http://www.linkedin.com/groups?gid=1878792 Facebook group – http://www.facebook.com/home.php?#/group.php?gid=27333305456 http://www.facebook.com/home.php?#/group.php?gid=27333305456 Twitter tags - @MNSPUG and #MNSPUG http://www.sharepointmn.com

7. Upcoming Schedule Next Meeting May 12 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: SharePoint 2010 and Office 2010 Launch Event Check www.sharepointmn.com for updates!www.sharepointmn.com Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

8. Local Events SharePoint 2010 Deep Dive on Business Process – April 20, 2010 *FREE* http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=BESP2010WorkPro Benchmark Learning – Edina, MN http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=BESP2010WorkPro SharePoint 2010 A Walk Around the new ‘Wheel’ – April 22, 2010 *FREE* http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=NHSP2010-101Sem Benchmark Learning – Edina, MN http://www.benchmarklearning.com/Courses/CrsDetail.aspx?C=NHSP2010-101Sem [Next] SharePoint Saturday – October 2, 2010 *FREE* http://www.sharepointsaturday.org/twincities/default.aspx University of Minnesota – East Bank, Twin Cities Campus http://www.sharepointsaturday.org/twincities/default.aspx Online Events Microsoft SharePoint MVP Expert Chat – TBD (End of April) *FREE* http://www.microsoft.com/communities/chats/default.mspx Facebook: http://www.facebook.com/event.php?eid=336965717244 http://www.microsoft.com/communities/chats/default.mspxhttp://www.facebook.com/event.php?eid=336965717244

9. http://www.sharepointmn.com Conferences TechFuse – May 6, 2010 http://www.benchmarklearning.com/techfuse.aspx Minneapolis http://www.benchmarklearning.com/techfuse.aspx

10. Announcements SharePoint 2010 RTM and Launch announced! – Announcement here: http://blogs.msdn.com/sharepoint/archive/2010/03/05/sharepoint- 2010-office-2010-launch.aspxhttp://blogs.msdn.com/sharepoint/archive/2010/03/05/sharepoint- 2010-office-2010-launch.aspx – Launch event: http://sharepoint.microsoft.com/businessproductivity/proof/pages/2010- launch-events.aspx#fbid=2rTi4OD1abMhttp://sharepoint.microsoft.com/businessproductivity/proof/pages/2010- launch-events.aspx#fbid=2rTi4OD1abM – May 12 th – same day as MNSPUG Update Center – http://technet.microsoft.com/en-us/office/ee748587.aspx http://technet.microsoft.com/en-us/office/ee748587.aspx Good, Better, Best Document for SharePoint 2010 available – http://download.microsoft.com/DOWNLOAD/2/A/A/2AA0D302-86A6-4AA2-A0A4- 4F15FA7DBF5C/BUSINESS%20PRODUCTIVITY%20AT%20ITS%20BEST_WHITEPAPER.PDF http://download.microsoft.com/DOWNLOAD/2/A/A/2AA0D302-86A6-4AA2-A0A4- 4F15FA7DBF5C/BUSINESS%20PRODUCTIVITY%20AT%20ITS%20BEST_WHITEPAPER.PDF http://www.sharepointmn.com

11. Quick Intro Phil Jirsa – SharePoint Consultant – MCTS – WSS and MOSS Development

12. Typical Business Scenarios SharePoint Overview

14. What’s Available in 2007 SharePoint Overview

17. Digital Forms SharePoint Lists InfoPath Forms Workflow OOB SharePoint SharePoint Designer Visual Studio

18. SharePoint Lists Easy to Create Good for Simple Data Limited UI Options Support for Mobile

19. InfoPath Forms Separate Form Editing Application Simple Drag-and-Drop XML Storage Format Storage Options SQL Database Web Service File System SharePoint Form Library

20. InfoPath Forms Web Capabilities Mobile Capabilities Outlook Integration Word/Excel Conversion Wizard Template Parts Connection to Workflow Document Information Panel (DIP)

21. Basic Workflow Capabilities Start Workflow Manually or Automatically Visibility into Running Workflows Collection of Historical Workflow Data – Status of approval, errors,… Stop (or Terminate) a Running Workflow Tight Integration with Office

22. Understanding The Workflow Timeline Association – When a workflow is associated with a list – Data can be associated with the workflow Initiation – When the workflow is first started on a list item – Data can be associated with the instance of the workflow Running – Status page reflects state of the workflow – User primarily interacts via Tasks Termination – End an instance of a workflow Remove Association AssociationInitiationRunningTermination Remove Association

23. What’s New in 2010 SharePoint Overview

24. Ribbon UI SharePoint Workspace SharePoint Mobile Office Client Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS http://www.sharepointmn.com SharePoint Server 2010

25. Digital Forms SharePoint Lists InfoPath Forms Workflow OOB SharePoint SharePoint Designer Visual Studio

26. SharePoint Lists Multiple Selection More Items Configurable Performance Customizable List Forms in Web UI

27. InfoPath Forms Customizable List Forms in InfoPath 2010

28. InfoPath and Web Forms SharePoint Overview DEMO

29. Break

30. Digital Forms SharePoint Lists InfoPath Forms Workflow OOB SharePoint SharePoint Designer Visual Studio 3 rd Party

31. Out of the Box New Site Level Workflows Customizable with SharePoint Designer Visualization with Visio 2010 SharePoint Designer Parallel Execution Paths Reusable Workflow Visualization/Design with Visio Exportable to Visual Studio Visual Studio Workflow Built-in Deployment/Debugging Tools Workflow Events Pluggable Workflow Services

32. Lists and Libraries Lists Approval Collect Feedback Collect Signatures Disposition Approval Three State Translation Management Out of the Box

33. OOB Workflows SharePoint Overview DEMO

34. SharePoint Designer 2010 Redesigned for SharePoint 2010 New UI Only Compatible with SharePoint 2010

35. SharePoint Designer 2010 Create Reusable Workflows Import/Export to Visio New Workflow Designer Wizard

36. SPD + Visio 2010 SharePoint Overview DEMO

37. Custom.NET Workflow Bring in the Reinforcements! You are here because: – Missing Specific Feature – SharePoint Designer Missing Action – Custom Data or Actions Needed – Existing Windows Workflow Investment – State Machine Workflow Requirement – Expose the Full Power of.NET Word of Warning – There is a steep learning curve

38. Custom.NET Workflow – The Platform Windows Workflow Foundation Its not just a SharePoint Platform – Built into.NET 3.0

39. Workflow – Platform Implications Workflow Now a Core.NET Feature – Workflow can be ‘hosted’ anywhere – SharePoint was Microsoft’s first host (CRM 4 uses it now too) Custom applications can host it as well Standardized Format – XML based file format (XOML) Widespread Availability

40. Visual Studio SharePoint Overview DEMO

41. 3 rd Party Options Nintex K2 Skelta Codeplex

42. Q & A Questions & Answers

43. References Paul Andrew - http://blogs.msdn.com/pandrew/ http://blogs.msdn.com/pandrew/ SharePoint 2010 - http://sharepoint2010.microsoft.com http://sharepoint2010.microsoft.com SharePoint MSDN - http://msdn.microsoft.com/en- us/sharepoint/default.aspx http://msdn.microsoft.com/en- us/sharepoint/default.aspx

44. Thanks for attending! http://www.sharepointmn.com