Share Point Deep Diving

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<p>A SharePoint Solutions White Paper</p> <p>Hands-on with SharePoint 2010: Deep Diving With the Experts</p> <p>750 Old Hickory Blvd, Suite 1-110 Brentwood, TN 37027 (615) 515-0210 www.SharePointSolutions.com</p> <p>November 3, 2009</p> <p>ContentsIntroduction .................................................................................................................................... 3 Meet the Authors ........................................................................................................................... 3</p> <p>Ricky Spears................................................................................................................................. 3 Eric Eaton .................................................................................................................................... 3 David Fisher ................................................................................................................................. 4 Jeremy Luerkens ......................................................................................................................... 4 Tony Bierman .............................................................................................................................. 4Whats New in SharePoint 2010 Lists? (Audience: All) ............................................................. 5 The New Approval Actions in SharePoint Designer 2010 Workflows (Audience: All) ........... 9 The New Chart Web Part in SharePoint 2010 (Audience: All) ................................................. 19 Creating SharePoint 2010 Workflows in Visio 2010 (Audience: All) ...................................... 29 SharePoint 2010 * Windows PowerShell = Disaster Recovery (Audience: IT Admins) ...... 38 SharePoint 2010s New Granular Content Restore Capability (Audience: IT Admins) ........ 49 SharePoint 2010s New Configuration Restore Capability (Audience: IT Admins) .............. 56 Creating a Custom Ribbon Tab in SharePoint 2010 (Audience: .NET Developers) .............. 63 Create a Custom SharePoint 2010 Picker (Audience: .NET Developers) .............................. 69 Building a SharePoint 2010 Service Application (Audience: .NET Developers) ................... 772</p> <p>Part One - The Service Application ........................................................................................... 79 Part Two the Service Applications Admin Interface.............................................................. 90 Part Three The WCF Service Endpoint ................................................................................. 100 Part Four The User Application Page ................................................................................... 102</p> <p>IntroductionSharePoint Solutions is fortunate to have a broad array of extremely talented SharePoint experts. Over the years we have assembled a team that includes some of the most respected SharePoint Architects, Developers, Infrastructure Specialists, Trainers and Consultants in the business. This white paper is a compilation of SharePoint 2010 articles that have been written by our experts as they have dived deep into the feature-set of the new version of SharePoint. As one of Microsofts leading SharePoint partners, SharePoint Solutions has had access to early bits of SharePoint 2010 and all of these articles were written based on the Technical Preview version which was released to selected Microsoft partners in July 2009. We believe that this set of articles is unique in that SharePoint Solutions is the only company todate to document in detail, and based on extensive hands-on work, some of the important new SharePoint 2010 features prior to the release of the public beta in November 2009.</p> <p>Meet the Authors</p> <p>Ricky SpearsManaging Director, Training Division and Senior Instructor/Author Ricky has overall responsibility for the Training Division at SharePoint Solutions including overseeing course development and instruction. He has personally authored three advanced courses on WSS 3.0 and SharePoint 2007 and has provided expert SharePoint consulting services to clients such as Solo Cup, ConocoPhillips, Turner Broadcasting and many others.</p> <p>Eric EatonSenior SharePoint Infrastructure Engineer, Instructor, Consultant Eric specializes in SharePoint Server farm infrastructure. He teaches and consults frequently on SharePoint Farm architecture and server administration topics. Prior to joining SharePoint Solutions he was a SharePoint Server Farm administrator at a large national organization.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 3</p> <p>David FisherSharePoint Software Engineer David is a .NET developer and builds and supports commercial software products for SharePoint Solutions. He is currently responsible for the development of the Workflow Essentials line of SharePoint add-ons.</p> <p>Jeremy LuerkensSoftware Production Manager and Senior Engineer Jeremy is a .NET developer and manages software production at SharePoint Solutions. He is the primary architect, designer and developer of the award-winning Extranet Collaboration Manager for SharePoint 2007 product.</p> <p>Tony BiermanManaging Director, Commercial Software Division Tony is a .NET developer and manages the Commercial Software Division of SharePoint Solutions. He has been a SharePoint MVP and is widely recognized as one of the industrys thought leaders on advanced SharePoint development topics.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 4</p> <p>Whats New in SharePoint 2010 Lists? (Audience: All)By Ricky Spears In my opinion, lists and libraries are the heart and soul of SharePoint. When I first installed the Microsoft SharePoint 2010 Technical Preview, the first thing I did was create a new list just to see what the most obvious changes were. Note: This article and all screenshots are from the Technical Preview and things may change before SharePoint 2010 is released to the public. I use custom lists for lots of things, so I started by creating a new custom list. The creation process wasnt very different from the process in SharePoint 2007. The List Ribbon: Very quickly I noticed that the familiar toolbar at the top of the list had been replaced by a ribbon, similar to the one in the Office 2007 applications.</p> <p>The default view of the ribbon after creating a list is the List ribbon. Although Im used to using the menus, the ribbon allowed me to more quickly create views, create columns, change list permissions, go to list settings, and much more. The New Item Form and the Edit Ribbon To add a new item to the list, I switched to the Items ribbon and clicked the New Item button. Instead of switching to a new page to add my new item, a new form appeared in front of my list and it appeared the lights were dimmed on SharePoint and new form had a spotlight on it. The new item form had a ribbon itself with quick access to Cut, Copy, and Paste commands, a button to attach a file, a spell check button, as well as the expected Save and Cancel buttons.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 5</p> <p>The Items Ribbon When I checked the box beside one of the items I added in my list, I saw options to work with that item in the Items Ribbon. From here I could view the item, edit it, delete it, and change its permissions. I could have done more if my simple custom list had more functionality.</p> <p>Allow Duplicate Values? One of the things that has always frustrated me is that I havent had a good way to keep people from entering the same item multiple times in a list. In the Additional Settings section for the Single line of text, Number, Currency, Date and Time, Lookup, Person or Group, Business data, and Managed Metadata there is a setting for Allow Duplicate Values.</p> <p>If you select to not allow duplicate values for a particular column, and you try to add a new item with an existing value in that column, you will receive an error and have to fix the error to proceed.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 6</p> <p>Column Validation In the past, we didnt have any way to validate a users input in lists and libraries. When you add new columns of type Single line of text, Choice, Number, Currency, or Date and Time you will see a section called Column Validation. Here you can enter Excel type formulas that must evaluate to True before the user can add the item to the list.</p> <p>If the users input doesnt validate according to your formula, the User Message you entered will be displayed to the user.</p> <p>There are also validation settings on the list itself that work similar to the validation settings on the columns. Metadata Navigation In SharePoint 2010 well be able to better locate our data based on its metadata. This can be configured separately on each list and is a whole other blog post in itself. I thought you might want to see a screenshot of the settings though, so here you go!</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 7</p> <p>Form Settings In the past, if you wanted to change the way a form looked in SharePoint for entering new information or editing information, you had to create a whole new form using SharePoint Designer. Now, all those forms are InfoPath forms and selecting the option to edit the form opens it in InfoPath where you can make any changes you want, then just republish the form. Conclusion Im sure that as we all dig deeper SharePoint 2010 well find even more goodness there, but these were the first things that caught my eye and I wanted to share these with you. I think these are all significant advances over lists in SharePoint 2007.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 8</p> <p>The New Approval Actions in SharePoint Designer 2010 Workflows (Audience: All)By Ricky Spears SharePoint 2007 came with 23 out-of-the-box actions to fit many of the most common tasks needed in workflows. SharePoint 2010 comes with 44 out-of-the-box actions. All the original actions are still there, but you now have 21 more! Note: This article and all screenshots are from the Technical Preview and things may change before SharePoint 2010 is released to the public. In SharePoint 2007, if you wanted to get approval from a user for something, you usually had to use the Collect Data from a User action, store a reference to the task ID for the task that was created, and then lookup the users input later in your workflow as needed. Microsoft has streamlined this process in SharePoint Designer 2010 with the actions for Assign Item for Approval, Assign Item for Feedback, and General Task Process. In this article, well take a look at how these three actions work.</p> <p>The first thing you will notice when you add any of these three actions to your workflow is that in the Editor, they all look identical. In the following screenshot I have added an Assign Item for Approval action to Step 1, and Assign Item for Feedback action to Step 2, and a General Task Process action to Step 3.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 9</p> <p>So, how can you tell them apart? You have to click on the Approval Process link for the action. When you do this, you will see a new page where you can define and customize that overall task process.</p> <p>Lets work our way around this page to explain what each section does. Task Information In the Task Information section there are only two options, you can change the name of the Approval Process and the Owner of the task.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 10</p> <p>Both of these can be changed by clicking on the information you want to change. The Name is a meaningful name to you for this particular process. I recommend changing this to a descriptive name that will help you remember later what this particular process is for and to keep the various approval processes in your workflow distinct. The Owner is the owner of this process; youll see where this comes into play when we get to the Settings section.</p> <p>When you change the Name here it also changes the name in the workflow editor.</p> <p>Task Outcomes The Task Outcomes section, you can define the various outcomes for this particular process. If you selected the Assign Item for Approval action, you will already have the options of Approved and Rejected listed here.</p> <p>If you want to add other options, you can click the New button to add a new option. In the example here, I have added a Skipped option.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 11</p> <p>The items you list here will be listed as separate buttons on the task form and will be displayed in the Sequence order you select. Task Form Fields The Task Form Fields section allows you to collect other information in the task form. For example, if something is approved or rejected, you probably want the person who is doing the approving or rejecting to enter some notes about why they chose to approve or reject it.</p> <p>By clicking the New button, you can add your custom data fields to the form. There is a short wizard that will walk you through the process.</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 12</p> <p>If you click the Choose existing field button, you will get a dialog box where you can choose from any of the Site Columns that are already available on your site. This can be incredibly handy since you can define the column one time and then reuse it as needed.</p> <p>Settings There are only three options in the Settings section.</p> <p>If you check the box for Only allow task recipients and process owners to read and edit workflow tasks then those are the only people who can do those activities. Do you remember when you could set the process owner in the Task Information box? Well, this is where that process owner is used. Copyright 2009 SharePoint Solutions All Rights Reserved Page | 13</p> <p>There are also boxes to allow users to reassign the tasks and to change requests. Customization Ive saved this section for last because it is probably the most complex of the five configuration sections.</p> <p>Clicking on the Return to Workflow link simply closes the Approval Process editing window and returns you to the workflow Editor. If you click on Change the completion conditions for this task process you will be taken to the Check Exit Conditions section where you can see the underlying conditions that are part of this activity. This is probably where you begin to see how powerful these new Approval Actions really are. Here is a screenshot of the default page without making any changes:</p> <p>Copyright 2009 SharePoint Solutions All Rights Reserved</p> <p>Page | 14</p> <p>You can add more conditions here if needed, add steps and generally modify the process as you need. If you click on Change the behavior of a single task you will be taken to a place where you can see and change the behaviors for On Task Assigning, On Task Pending, On Task Expired, On T...</p>