Share Point

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SetFocus SharePoint portfolio

Text of Share Point

  • 1. SharePoint Portfolio Jim Bello [email_address] 610-954-0443

2. Table of Contents

  • Introduction
  • Project Specification Overview
  • Projects Tasks - SP Admin - SP Development - SP Business Processes - SP Portals

3. Introduction

  • This project is for a fictitious towing services company called ACME, Inc.
  • The project will design and establish a SharePoint application to support the companys towing providers.

4. Project Specification Overview

  • ACME Inc. is a large towing services company.
  • On their intranet they would like the ability to share sales decks amongst their sales personnel where a sales person may modify a sales presentation based off existing content.
  • They would also like to establish a shared calendar on their intranet site that would integrate into Outlook.
  • They would like to establish an area to publish a monthly news letter. A newsletter should be readable by anyone in the organization; its contributed by authors and reviewed/published by editors.
  • Lastly ACME would like to establish a shared area for contacts. Establish a contacts list utilizing a custom list and utilizing the Microsoft Application template for contact management.

5. Project Goals

  • Create an intranet solution based on SharePoint Server 2007.
  • Branded with a unique design.
  • Shared calendar with integration into Outlook.
  • Shared are for contacts list utilizing Microsoft Application template for contact management.
  • Share sales decks amongst their sales people where a sales person may customize a presentation based off of existing content.
  • Monthly Newsletter CMS site implementing out of box workflow for approval process
  • A dashboard to display the total dollar amount of un-invoiced Purchase orders, Total dollar amount of unpaid invoices, Total PO amount that have been submitted.
  • Extend the solution to the Internet with sub-site creation for each provider.

6. SP Admin

  • Objectives
  • Create a new Site Collection for Acme Inc. Solution Portal
  • A Solution Site Template
  • A Developer Knowledge Base
  • Enable SharePoint features to provide additional functionality to a site collection
  • Content Deployment
  • Configure SharePoint Services
  • Configure user groups and permissions

7. SP Development

  • Objectives
  • Create custom metadata to track information about a solution
  • Setup the development environment to create and deploy solutions to the farm
  • Change the look and feel of the solution site
  • Create a content query Web Part to view all Solution list items
  • Create a custom Web Part to allow managers to create new SharePoint solution sites
  • Create a custom web part to viewall Solution sites using SharePoints versions of GridView and DataSource controls
  • Create a Search Center
  • Modify the Advanced Search page to search by SiteTemplate column.
  • Use Search Web Parts to display helpful information on Solutions elsewhere in the Solution Portal

8. SP Business Processes

  • Objectives
  • Create custom workflows using Visual Studio 2008 and SharePoint Designer

9. SP Portals

  • Objective
  • Create a form and list that managers can use to submit Change Management requests for a solution.
  • Manage portals using Document and Record Centers
  • Control the layout of the portal using publishing features

10. Additional Project Content

  • Created custom content including master pages, page layouts and custom search
  • Worked with the Business Data Catalog, used Excel Services and Forms Services
  • Worked with the Reporting Center, Information Management Policies and Dashboard with KPIs

11. Acme Branding Feature 12. ACME Home Page 13. Purchase Orders List 14. ACME Purchase Order InfoPath Form

  • Custom form features
    • Required fields enforced
    • Document name based on Ref Number + date + Last Name
    • States pulled from db
    • Venders info pulled from Vender list
    • Charge field value calculated from distance and Vender towing rate

15. Invoice Forms List 16. ACME Invoice InfoPath Form

  • Acme Invoice Form
    • Required fields enforced
    • Document name based on Invoice Number + Invoice Date
    • Venders info pulled from Vender list

17. Create Vender Webpart

  • Create Vender Webpart
    • Creates a newvender site using a custom site template
    • Creates an entry in the Vender list including a hyperlink to the site
    • Creates a table and controls through code behind

18. Create Vender Webpart

  • private HtmlTable CreateFormTable()
  • {
  • HtmlTable table = new HtmlTable();
  • table.Width = "100%"; // width set on page through webpart
  • #region Site Name Row
  • HtmlTableCell SiteNameCell = new HtmlTableCell();
  • Literal SitetNameLiteral = new Literal();
  • SitetNameLiteral.ID = "SitetNameLiteral";
  • SiteNameCell.Width = "30%";
  • SiteNameCell.Align = "right";
  • SitetNameLiteral.Text = "Site Name: ";
  • SiteNameCell.Controls.Add(SitetNameLiteral);
  • HtmlTableCell SiteNameTextBoxCell = new HtmlTableCell();
  • SiteNameTextBoxCell.Controls.Add(SitetNameTextBox);
  • HtmlTableRow SitetNameRow = new HtmlTableRow();
  • SitetNameRow.Cells.Add(SiteNameCell);
  • SitetNameRow.Cells.Add(SiteNameTextBoxCell);
  • table.Rows.Add(SitetNameRow);
  • #endregion
  • #region Vender Description row
  • HtmlTableCell VenderDescriptionCell = new HtmlTableCell();
  • Literal VenderDescriptionLiteral = new Literal();
  • VenderDescriptionLiteral.ID = "SiteDescriptionLiteral";
  • VenderDescriptionLiteral.Text = "Descrtiption: ";
  • VenderDescriptionCell.Align = "right";
  • VenderDescriptionCell.Controls.Add(VenderDescriptionLiteral);
  • HtmlTableCell VenderDescriptionTextBoxCell = new HtmlTableCell();
  • VenderDescriptionTextBoxCell.Controls.Add(SiteDescriptionTextBox);
  • HtmlTableRow SiteDescriptionRow = new HtmlTableRow();
  • SiteDescriptionRow.Cells.Add(VenderDescriptionCell);
  • SiteDescriptionRow.Cells.Add(VenderDescriptionTextBoxCell);
  • table.Rows.Add(SiteDescriptionRow);
  • #endregion
  • #region Url Row
  • HtmlTableCell UrlCell = new HtmlTableCell();
  • Literal UrlLiteral = new Literal();
  • UrlLiteral.ID = "UrlLiteral";
  • UrlLiteral.Text = "Url: ";
  • UrlCell.Align = "right";
  • UrlCell.Controls.Add(UrlLiteral);
  • HtmlTableCell UrlTextBoxCell = new HtmlTableCell();
  • UrlTextBoxCell.Controls.Add(UrlTextBox);
  • HtmlTableRow UrlRow = new HtmlTableRow();
  • UrlRow.Cells.Add(UrlCell);

19. Create Vender Webpart (continued)

  • #region Rate Row
  • HtmlTableCell RateCell = new HtmlTableCell();
  • Literal RateLiteral = new Literal();
  • RateLiteral.ID = "RateLiteral";
  • RateLiteral.Text = "Rate: ";
  • RateCell.Align = "right";
  • RateCell.Controls.Add(RateLiteral);
  • HtmlTableCell RateTextBoxCell = new HtmlTableCell();
  • RateTextBoxCell.Controls.Add(RateTextBox);
  • HtmlTableRow RateRow = new HtmlTableRow();
  • RateRow.Cells.Add(RateCell);
  • RateRow.Cells.Add(RateTextBoxCell);
  • table.Rows.Add(RateRow);
  • #endregion
  • #region Blank row
  • HtmlTableCell BlankCell1 = new HtmlTableCell();
  • BlankCell1.ColSpan = 2;
  • Literal BlankLiteral = new Literal();
  • BlankLiteral.ID = "BlankLiteral";
  • BlankLiteral.Text = "";
  • BlankCell1.Controls.Add(BlankLiteral);
  • HtmlTableRow BlankRow = new HtmlTableRow();
  • BlankRow.Cells.Add(BlankCell1);
  • table.Rows.Add(BlankRow);
  • #endregion
  • #region Create Button
  • HtmlTableCell BlankCell2 = new HtmlTableCell();
  • Literal BlankLiteral2 = new Literal();
  • BlankLiteral2.ID = "BlankLiteral2";
  • BlankLiteral