Thrive. Grow. Achieve.

SharePoint 2010 Portals

Edward McGovern 3/27/2014

TOPICS TO COVER

OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT MAKE A SHAREPOINT SITE USEFUL.

• Content Type

• Metadata

• Web Part Relationships and Views

• Shared Calendars

• Workflows/Event Receivers/ Time Jobs

• Business Connectivity Services

• Search

• SQL Reporting Services Integration

• Dashboards

– Simple – Excel Services – Performance Point

How to make Technology useful to your organization is to use all the tools provided.

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CONTENT TYPES

CONTENT TYPE

• What are Content Types

– Templates – Metadata

• Site versus List Content Types

• Inheritance of Content Types

• Using Content Types in web parts to manage how users enter information and flow of information (publishing).

SharePoint is a Content Management System. Its core component is the content type.

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METADATA

OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL IDENTIFIERS.

• List Fields added to content

• Terms Store

• Adding Managed Metadata to Content

• Adding Managed Metadata to Search

Meta Data allows you to:

• Classify

• Organize

• Find

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WEB PART RELATIONSHIPS AND VIEWS

OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE.

• Views are used to filter for security, functionality and relevance

• Relating one web part to another (Daisy Chain) Relationships and Views work together to allow content to be shown to who should be seeing it at the time they need to see it.

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SHARED CALENDARS

OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED.

• Allows you to create a shared calendar for any content type or entity

• Hooks into outlook and overlay

Shared Calendars created in SharePoint, used in Microsoft Office

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WORKFLOWS, EVENT RECEIVERS, AND TIMED SERVICES

OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT RECEIVERS AND TIMED SERVICES ARE USED.

• Workflows

– SharePoint out of box – SharePoint Designer – Visual Studio – Trigger when Update or Create an Item – Users can manually start

• Event Receivers

– Only Visual Studio – Can trigger when update, create, or delete, before or after or during the event. – Users cannot manually start

• Timed Services

– Can be scheduled to happen in SP

Control flow and relationships (how content flows through system)

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BUSINESS CONNECTIVITY SERVICES

BUSINESS CONNECTIVITY SERVICES:

• Integrates completely with SharePoint. Can be combined with other data and SharePoint Data to extend and put new functions into your systems. SharePoint out of box

– Simple to setup and use • Allows Users to Drill Down into related data and ask questions

• SharePoint allows you to control access to data based on who you are. Filter based on Audience and user

Pull data into SharePoint from other systems, use with other SharePoint Data.

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SHAREPOINT SEARCH

OBJECTIVE:SHOW HOW SEARCH WORKS AND IS USED

• Setup and use of search

Flexible Search from flexible sources displayed flexibly

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SQL REPORTING SERVICES INTEGRATION

OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT

• Dashboard quality reports and drill downs

• Built into SharePoint

Real Time Reporting, pulling from any data source, uses windows authentication.

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FORM SERVICES

OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND DOCUMENT LIBRARIES

• Creating Content Types with InfoPath

• Modifying List Forms with InfoPath Forms and InfoPath

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DASHBOARDS

DASHBOARDS

• Excel Services

• Performance Point

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