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Using MS Access as a SharePoint Data Migration Tool

Using MS Access as a SharePoint Data Migration Tool. Scott Shearer SharePoint Evangelist and Developer Haystax Technology. Platinum Sponsors. Welcome to SharePoint Saturday Virginia Beach Jan 11, 2014. Gold Sponsors.

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Using MS Access as a SharePoint Data Migration Tool

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  1. Using MS Access as a SharePoint Data Migration Tool Scott Shearer SharePoint Evangelist and Developer Haystax Technology

  2. Platinum Sponsors Welcome to SharePoint Saturday Virginia Beach Jan 11, 2014 Gold Sponsors 7:30 - 8:30 - Registration(Lobby) Breakfast (Sponsor Hall)8:30 - 8:45 - Welcome 9:00 - 10:15 – 1st Sessions10:30 - 11:45 – 2nd Sessions11:45 - 12:30 – Lunch (Sponsor Hall)12:30 - 1:45 - 3rd Sessions2:00 - 3:15 – 4th Sessions3:30 - 4:45 – 5th Sessions5:00 - 5:30 - Closing & Giveaways Silver Sponsors

  3. Who is Scott? • SharePoint Evangelist and Consultant for Haystax Technology (FlexPoint Technology) in Reston, VA • Done everything from System Administration to C# development to helpdesk • CPA and Former Stock Broker • Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE • sshearer@flexpointtech.com • @ScottJShearer • http://spconcierge.wordpress.com/

  4. Haystax Technology(They paid for me to be here) • Threat Detection and Analysis • IT Consulting firm based in Reston, VA • Cloud Technologies • SharePoint consulting and development • SharePoint Training • US Government and commercial customers

  5. Todays Agenda • A few slides that discuss Access features that can benefit the SharePoint SCA/ Site Owner/Developer/IT Pro • Focus is on import/export of SharePoint list data and updating/maintaining list data • Demo DemoDemo

  6. Access Services • Not what we are here to discuss  • Access Services in SharePoint 2013 • MS Access is used as a tool to create and maintain a SQL Server database • SharePoint is used as the front-end • Forms/pages are created in MS Access • Access Services in SharePoint 2010 • MS Access is used as a tool to created and maintain SharePoint list data • Forms/pages are created in MS Access

  7. SharePoint Functionality • Built-in Import/Export SharePoint functionality is limited • Import/Export spreadsheet • Copy/Paste • How do you do bulk updates of list data? • SharePoint Reporting capabilities are limited • SQL Server Reporting Services is great, but it may not be available to you

  8. Why MS Access? • Access can connect to a wide variety of data sources, including SharePoint • Linked tables • Import into Access • You can run SQL statements against imported or linked tables • Access has special features that allow for the creation of SharePoint lists • Access has a robust reporting tool that can be used to generate reports against SharePoint data • Access reports can be saved as pdf files and stored in a SharePoint library • You probably already own MS Access • Why pay for a third party tool?

  9. What Can do with Access? • Export Data into a new SharePoint list • Append data to an existing SharePoint list • Bulk updates of SharePoint list data • Copy data from one SharePoint site or list to another • Create a new list from 2 or more tables or lists • Export SharePoint list data to a database • Combine numerous SharePoint lists • Create “real” reports based on SharePoint list data • Create reports based on SharePoint list data combined with data from other sources

  10. Getting Data Into Access • Import Data • Link to data • Be careful!

  11. Demo

  12. Questions?Please Complete Evaluations

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