1 / 48

Using SharePoint UI to Deliver General Use Applications

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

shania
Download Presentation

Using SharePoint UI to Deliver General Use Applications

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

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

  2. 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. 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. 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. 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. On the ORNL Home Page

  7. For Your Review Web Part

  8. 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 Phone Email • Name is link to their Site, Whos lookup, or organization page

  9. Example of Staff Directory

  10. Example of Role-Based for the Person Logged into SharePoint

  11. Defining a Contact List • Enter URL for the Page • Enter Information Options • Can Repeat

  12. Picker Dialogs • Pop-Up Dialog • Search with Consistent Interface • Return information to calling program • Available for • People • Organizations • Countries

  13. People Picker From Within an Application

  14. Organization Picker

  15. 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. My Training • Lists Qualifications (training requirements for job) • Detail Any Qualification Deficiencies (need to take a class) • Add or List Training Classes

  17. My Training

  18. My Training Options • Can View Other’s Training • Can View for Another Date • Customer Maintained Info • Helpful Links

  19. Manager Interface to Recruiting • Lists • Open Job Requisitions • Candidate Information and Resumes • Actions • Viewed/Declined • Interview Questionnaire • Confirmation to Hire

  20. Manager Interface for Recruiting

  21. Job Information

  22. Applicant Interface

  23. Interview Results Questionnaire

  24. Confirmation to Hire

  25. 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. 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. 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. IDMS Home Page Content Query Web Part listing all of the ORNL Division Folders Built-in Navigation Document Center Web Parts: Created by Me, Modified by Me and Checked Out to Me

  29. 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. Site Architecture – Document Library Folders

  31. 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. Site Architecture – Core Content Columns • Can Add • Site Columns • Directorate Columns • Division Columns • Empowers users to add fields for their own use

  33. 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. 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. SharePoint Designer Custom Number Workflow

  36. IDMS Advanced Search

  37. 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. Policy features included in Microsoft Office SharePoint Server 2007 • Auditing • Expiration • Barcodes • Labels

  39. 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. Search for Roles using Categories or Keywords

  41. View Your Own Roles

  42. Detail of Role and What It Means

  43. 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. 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. 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. 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. 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. 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

More Related