1. Anthony Rose MCSD, MCT
Author, Technical Editor and Senior IT Instructor (Learning Tree International)
Technical Director, Anthony Rose Ltd
Email: anthony.rose@anthonyrose.com

3. What will we cover?
SharePoint

 Very brief overview
SharePoint - Data Capture & Storage

 Lists & Libraries & Views
SharePoint Designer

 working with data connections
MS Access & SharePoint

 Linking & Importing

5. The Three core areas of
SharePoint

6. Windows SharePoint Services v3
• Workspaces
• Management
Platform • Security
•
Services Storage
• Topology
• Site Model
• Docs / Tasks/ Calendars
• Blogs, Wikis, email integration
Collaboration • Project Management Basics
• Office Integration
• Offline Docs / Lists

7. Microsoft Office SharePoint
Server 2007
•Server Based Excel
• Enterprise Portal
spreadsheets & data
visualizations
Business
templates
•Report Centre
Intelligence
• Site Directory
•BI Web parts
Portal
•KPI’s Dashboards
• My Sites
• Social Networking
• Privacy Control
•Rich and web forms based front-
ends
Business •LOB actions
Forms •Enterprise Single Sign On
(SSO)
• Enterprise scalability
• Contextual relevance
Search
•Integrated Document
• Complex people and
management
Content business data search
•Records management
Management •Web Content management with
policies and Workflow

8. SharePoint Designer 2007
Development tool for designing SharePoint

web pages
 HTML, CSS, Workflows, Data connections
 Basic Web Page layouts
 Master Pages
 Themes
 Navigation and SharePoint objects
It is NOT for server scripting

 Visual Studio 2005 / 2008
 Visual Studio Tools for Office (VSTO)

9. SharePoint Services

10. MS Office 2007
Content
Collaboration
management
Portals
Search
Streamlined Business
processes intelligence
Word Business
processing modeling
Business data
Presentations management
Information
management
With acknowledgement to Microsoft

11. Web Parts

12. Demo
Reviewing a SharePoint site
 Navigating round a site
Web Parts
 Editing a Web data page
 Design page layout with Zones and Web
Parts
 Controlling Web Part properties.

14. Lists
Building blocks of structured data

 SharePoint uses Lists for page content
 Create Custom Lists
 Import data from Excel, XML or Access /
SQL Server or Web Services
Content &
Contacts Events Links Reusable Content Tasks Workflow Tasks
Structure Reports
• Create a contacts • Use the reports • Use the Events • Create a links list • Items in this list • Create a tasks list • This system
list when you list to customize list to post when you have contain HTML or when you want to library was
want to manage the queries that information about links to Web text content which track a group of created by the
information about appear in the meetings, pages or other can be inserted work items that Publishing feature
people that your Content and deadlines, and resources that into web pages. you or your team to store workflow
team works with Structure Tool other events you want to needs to tasks that are
such as views related to this share. complete. created in this
customers or area. site.
partners.

15. Demo
Inserting Data into lists

 Manual data entry
 Importing data from Excel spreadsheets
Creating Custom Lists

 Constructing data Columns (Fields)
 Setting default values, validation rules
Examining data

 Using Views and Filters

16. Electronic Forms
Electronic Forms are ubiquitous

 Worth the effort to do properly
 InfoPath normally on the client side (Office
Enterprise or purchased separately)
 InfoPath Forms Service offers server side
control and management of the forms
○ No user client required
Design Once, use many times

 Shared controls, business logic, object model
 Design Checker runs compatibility checks
 Supports .Net code through VSTO

17. InfoPath Form Services

19. Data Connections - Access
A typical Access application, this time

linked to SharePoint

20. Data Connections - Browser
The Browser Editor links existing Lists to

 Access databases
 Excel spreadsheets

21. Data Connections - Designer
SharePoint Designer can link to


22. Data Edit Forms
Using wizards it is possible to create

easily editable data forms linked to an
Access legacy database

23. Web Parts for data filtering
All SharePoint Lists contain the facility to

filter information using Views
 Set Criteria
 Groups
 Totalling
 Conditional formatting
Views can be Public or Private

 Private to the creator
 Public to the web page users

24. Workflow example

25. Web Part Filters / Views

26. Demo
Data Binding and Web Part Views


28. MS Access 2007
Designed for integration into SharePoint

Lists
 Links or Exports / Imports
 But be prepared for major changes to field
properties when exporting to SharePoint
○ Lose Referential Integrity
○ Lose Input Masks
○ Lose Field Validation Rules
○ Data types not as rich

29. Access Link Wizard

30. Linking
Access links to a List

 Exports a database table into a SharePoint
list and then links back
Refresh web browser to see changes

 Use a Timer() event within Access to refresh
if required
Run queries, reports and forms as

normal
 Relate SharePoint Lists to other tables

31. Access Import Wizard

32. Importing
Copy of original data held within the

Access database
 Access Import wizard will try and create
Access Field types
 Select required fields
 Rename Field / Column names
Insert Access Field properties later


33. Demo
Linking and Exporting

 Linking to SharePoint Lists from Access
 Exporting to Access from SharePoint
 Exporting to SharePoint from Access
Data Control

 Dynamic updates from both

34. © Anthony Rose Limited. All rights reserved
http:// www.anthonyrose.com
This presentation is for informational purposes only.
Anthony Rose Ltd makes no warranties, express or implied, in this summary