Welcome to the Minnesota SharePoint User Group

1. Welcome to the Minnesota SharePoint User Group

2. Agenda • Quick Intro • Announcements • Survey Results • SharePoint Cookbook • Appetizer: Adding a breadcrumb web part to SharePoint to improve navigation • Salad: Creating and using a custom view of a list • Soup: Creating and using a data view web part with a list as the source • Main Course: Creating a “meatball” report to display graphical information based on conditional logic • 10 Minute Break • Dessert: Creating and using connected web parts without having to use custom coding • After Dinner Drink: Creating a graph using Office Web Components • Cheese:  Adding a welcome [username] web part to a site • Q & A

3. Introductions – MNSPUG Sponsors • Inetium (www.inetium.com) • Twin Cites based Microsoft consulting company • Microsoft Gold Certified Partner • Practice Area focused on Information Worker Technologies • New Horizons – Minnesota (www.newhorizonsmn.com) • Microsoft Gold Certified Partner • Training on many technologies • Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them

4. User Group Goal / Objectives • Build 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

5. www.sharepointmn.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations www.sharepointmn.com

6. Upcoming Schedule • Next Meeting • May 11th 9:00 AM to 11:00 AM • Microsoft’s Bloomington Office • Topic: Designing / Branding SharePoint • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:00 am • Microsoft’s Bloomington Office

7. SharePoint Advisor Magazine (coming soon) • New Magazine focusing on SharePoint • “The Advisor Guide to using Microsoft SharePoint technology, Windows SharePoint Services, SharePoint Portal Server, and more, including Microsoft Office System and SharePoint, enterprise integration and administration, and innovative SharePoint-based solutions, with how-to, tips, code, downloads, training, step-by-step, and more...” • Have contacted editor -- hope to get some free first issues for the Minnesota SharePoint User Group www.sharepointadvisor.com

8. SharePoint Advisor Live Conference • Technical conference focusing on SharePoint • Tips • Tricks • Code • How To’s • $1295 Main Event Registration by May 2 2005 • $1495 Main Event Registration after May 2 2005 • http://advisorevents.com/cmt0506p.nsf/w/main-cms June 12 - 16, 2005Las Vegas, NevadaJW Marriott Las Vegas Resort

9. Survey Results • Thanks for your input!!! • Over 70 responses

10. Survey Results: What are SPUG Users Using? • Most have made the switch to Office 2003 • Still a little bit of SharePoint 2001 out there

11. Survey Results: Possible Future Topics • Top Topics • Designing / Branding SharePoint • Case Study Examples • Microsoft SharePoint Roadmap • Advanced Web Part Development

12. Survey Results: Why do you come to MNSPUG? • Information on how to integrate SharePoint with other technologies • 43 said yes • Information on how to use SharePoint for various business problems • 44 said yes • Networking with others in the SharePoint community • 42 said yes • Technical information on SharePoint administration • 43 said yes • Technical information on SharePoint development • 48 said yes

13. Survey Results: Most Humorous Response In Response to: ‘How can we improve the user group?’ “I think you could work on adding more spectacle to the presentations.  For example, fog machines and strobe lights can accentuate the importance of a point.  Live music and possibly a dance floor would be helpful.  Is it too much to ask for a beer garden?”

14. SharePoint Cookbook A Seven Course “Meal”

15. Why do a SharePoint Cookbook session? • Demonstrate how to use some of the more interesting out of the box functionality • Demonstrate using free web parts • Demonstrate the value that SharePoint can bring to more common business scenarios

16. Appetizer: Adding a breadcrumb web part • What is a breadcrumb? • Navigation hierarchy • Ex: Home >> Divisions >> HR • Addresses the “Up To [ABC Site]” issue of single level • Utilizes a free web part • Can be included in templates • Improves usability and navigation

17. Appetizer: Adding a breadcrumb web part • Download web part from: http://download.microsoft.com/download/2/6/b/26b3cf90-dd4a-490c-a7dd-4ce6e20137b3/BreadcrumbSiteNavigation.zip • Install to server • Update web.config • Import DWP file to site or page • Add to web page for navigation

18. Demo Adding a Breadcrumb Web Part

19. Salad: Creating a Custom View of a List • What is a view? • Built in SharePoint functionality • Presents existing data in a new way • Utilizes Lists / Libraries • Doesn’t require any custom coding • Provides the following: • Sorting • Grouping • Filtering • Styles • Totals

20. Salad: Creating a Custom View of a List • Select the library or list to work with • Select Modify Settings and Columns • Choose Create a new view • Name and choose appropriate settings for new view. • Pick columns • Sorting • Filtering • Grouping • Totals • Styles • Item Limit

21. Demo Creating a Custom View of a List

22. Soup: The DataView Web Part • Created in FrontPage • Can Consume… • SharePoint Lists/Libraries • Data in Databases • Web Services • Practically anything that is XML • Customizable • Layout/Style • Connectable • Conditional Formatting

23. Soup: The Data Source Catalog • Task Pane available when creating a DataView • Displays… • Lists/Libraries for the current Site • Existing Database Connections • Existing XML Files (current site or manually added) • Server-side Scripts (parameterized web pages that emit xml) • Web Services (i.e. SharePoint Web Services)

24. Soup: DataView Configuration • Task Pane (Details) available when configuring a DataView • Allows configuration of… • Styles (extension of OOTB SPS List Styles) • Filtering • Sorting and Grouping • Conditional Formatting -- style changes based on data value(s) • Displays the data available for consumption • Why • Full control over the presentation • Powerful grouping functionality • Seamlessly Integrate existing data into SharePoint

25. Demo Data View Web Parts Using Lists

26. Main Course: Meatball Report • What is a Meatball Report? • Utilizes Lists / Libraries • Provides instant, visual feedback • Conditional Formatting with FrontPage • Presents existing data differently based on conditional logic • Doesn’t require any custom coding • Visualize data for ease of consumption • At-a-glance type of user • Good for Dashboards

27. Main Course: Meatball Report • Conditional Formatting Basics • Change a cell’s font, based on Priority • Show an “Overdue!” notice on old items • Conditionally display images, based on Priority • Advanced formatting using calculated columns

28. Demo Creating a “Meatball” Report

29. 5 – 10 minute break

30. Dessert: Creating and Using Connected Web Parts • Communication between Web Parts • Parent/Child; Master/Detail; Filtering • Out-of-the-box • SharePoint Lists/Libraries • DataViews • Form Web Parts • Configured using Browser or FrontPage • FrontPage provides page-to-page communication • Improves usability • Repurpose data

31. Demo Connected Web Parts

32. After Dinner Drink: Using OWC Web Parts • Office Web Components (OWC) • Able to connect to a database • Communication between Web Parts • Rich client side interface • Behaves like a Windows app • Export directly to Excel • Users familiar with Excel can jump right in • Requires Office on the client

33. After Dinner Drink: OWC Charting • Download web part from: http://www.microsoft.com/downloads/details.aspx?familyid=38be67a5-2056-46a1-84b1-337ffb549c5c&displaylang=en • Download and unzip the file onto the SharePoint Server • Run STSTPKPL.EXE to install the web parts • Place WebPart on page • Connect to Data Source • Add to site to Trusted Sites if prompted about connection security • Serve chilled

34. Demo Graphing Using Office Web Components (OWC)

35. After Dinner Drink:Using Chart Web Part • Different than Office Web Components (OWC) • XML or List based • Supports XPath queries • Highly configurable • Outputs PNG or VML (no client side requirements)

36. After Dinner Drink: Charting Web Part • Download web part from: http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a=701 • Install the CAB file into the GAC (stsadm –o addwppack –filename ChartWebPartLibraryCAB.CAB –globalinstall) • Give SharePoint Application Pool user Write access to C:\Program Files\Common Files\Microsoft Shared\web server extensions\wpresources\ChartWebPartLibrary\1.0.0.0__ec1e93bf640efdaf • Place Web Part on a Page • Serve with XML or List Data

37. Demo Graphing Using Charting Web Part

38. Cheese: Welcome [UserName] • Provides a simple welcome message • A touch of personalization • Message can be customized • Name • Username • Email • Date • Time • Use Site Templates to standardize

39. Install the Hello User Web Part • Download the Web Part Package (CAB file) • Install using stsadm.exe • Refer to MSDN “Packaging and Deploying Web Parts” • Add to page / site where desired stsadm –o addwppack –filename c:\packagename.cab -globalinstall http://msdn.microsoft.com/library/default.asp?url=/library/en-us/odc_sp2003_ta/html/sharepoint_deployingwebparts.asp

40. Demo Welcome [UserName] Web Part

41. Hope you enjoyed your meal Q & A