1. Development Webinar Series
SharePoint Web Development

2. Quick Facts
About Us Approach Partnerships
• 23rd Year • Vendor • Microsoft Gold
• Grand Rapids & Independent • VMware
Royal Oak • Non-reseller Enterprise
• 30 Staff • Professional • Citrix Silver
Services Only • Cisco Premier
• Novell Gold

3. Microsoft Gold Partner
Competencies Successes Pinpoint
Four Gold Customer Microsoft’s official
Excellence Award partner directory
Eight Silver
Virtual Technical
Specialist (VTSP) 5-star rating
Managed Partner
Numerous Partner
Awards

4. Expertise

5. Get Social with C/D/H
@cdhtweetstech facebook.com/cdhtech
www.linkedin.com/company/cdh

6. Your Presenter
Mark Jordan
Consultant
MCSD.NET, MCTS SharePoint
Application Development
MarkJ@cdh.com

7. My First Computer (Actually, Dad’s)
Circa 1982

8. Pedigree
• Programmed first computer in
1982.
• BS of Computer Science, Theory
and Analysis in 1985
• Programming for everything
Microsoft starting in 2000
• SharePoint programming
starting with version 2003
• One of more significant projects
in my career was medical
diagnosis software
• Web, Windows, mobile, services,
and everything in between still
today

9. SharePoint OOB vs. Customization
vs. Development
• OOB
– Lists
– Settings
– Pretty much anything you can do through the user
interface
– Web part pages
• SharePoint Customization
– Web part pages
– Master pages
– Page layouts
– Use of tools such as SharePoint Designer and
SharePoint Manager

10. SharePoint Development
• Coded solutions
• Deployments
• Versioning and lifecycle
• Can an administrator do it with the UI or
external tool?
• A development solution fits like a glove
and not a mitten
Vs.

11. SharePoint as a Platform
• SharePoint is a great foundation on which to
produce a solution
• A security model for authentication and
authorization.
• A presentation model with web parts, caching,
page layouts, and master pages.
• Business connectivity for full viewing and editing
of external data sources (i.e. databases).
• Ref. Knowledge Transfer #26 Newsletter at
http://www.cdh.com/newsResources/articles/Shar
ePointdevelopmentplatformforyou/

12. Let’s Imagine the Possibilities

13. Web Parts
• Presentation of already-existing data in a
way that is not provided out of the box
• Opportunity to be creative in how to
present, and enhance the user experience
• OOB experience vs. one that is custom
development:

14. Demo
Smoke and mirrors?

15. Web Parts OOB Experience
Example of news and calendar using OOB methods:

16. Developed Web Parts Experience
Example of news and calendar using developed web parts:

17. Barton Malow

18. Barton Malow

19. Imagine the Possibilities
• Web parts to present data from external
source (i.e. Current incoming flights, social
feeds, map mashups, etc.)
• Web parts for abbreviated data entry
• Web parts for …?

20. Internal- AND External-Facing Sites
Our SharePoint practice
does both internal- and
public-facing sites

21. Chippewa Valley Technical College

22. Cedar Rapids, Iowa

23. Showcase: Simple ASP.NET
application
• Situation
– Data exists in warehouse
– A user has been using SQL Enterprise
Manager to add/remove cash flow adjustment
transactions relative to their Investran
accounting transactions
– User needed functional solution with validation
control (read this as… not the potential to wipe
out a slew of transactions by accident)

24. Requirements and Constraints
• Application needs to be secure, to be used
only by specific group of people
• Database administrator specifies…
– Name of view for data retrieval
– Name of stored procedure to save data, which
returns validation status code upon which the
application needs to react

25. Approach
• Application page in
SharePoint
• Leverage SharePoint
security
• No requirement for it to be
pretty, so use out-of-the-
box ASP.NET controls
• Validation of field values

26. Screen Shot

27. Screen Shot

28. Screen Shot

29. Screen Shot

30. Screen Shot

31. Yet Another Example

32. Yet Another Example

33. Yet Another Example
• Single feature that deploys 6 user controls
(.ASCX)
• The user controls are composited together to
create tabbed interfaces for 2 types of
searches: Case Inquiry and Orders &
Opinions.
• Controls dynamically create SQL queries.
• 6 SQL tables that are a copy of data in Oracle
-- re-populated daily via a scheduled process.
• JQuery for UX.

34. Imagine the Possibilities
• Data entry for any data point
• Presentation of graphical KPI’s
• Control a web cam with buttons on the
screen
• In SharePoint 2013, this is an even greater
potential!

35. Everyone still with me?

36. Showcase: Automated Document
Receipt and Filing
• Situation
– Documents sent in from the field
– Filed from Outlook to Q: drive
– Not easy to locate document; certainly not
possible via meta data
– Reference of documents needed by partners
and staff; Q: drive not accessible by partners
– Quantity of incoming documents can be high at
times

37. Requirements
• Have documents available in SharePoint
for reference by partners and staff
• Secure documents based on types and
process stage
• Q: drive stays!
• Allow rules to be defined to auto-file
incoming documents
• Geographic “areas” and “fields” within
areas are defined in external system.

38. Flow

39. Approach
• Allow rules to be defined based on incoming
document titles and originating email address
• Have field reps send emails to new email
address that goes to SharePoint document
library
• Automate filing of documents to certain
folders based on defined rules
• Secure documents at folder level
• Use Business Connectivity Services to have a
view into “areas” and “fields” data

40. Rules

41. Other Features of the Solution
• Other features we accomplished
– Custom document retention formula
• Information Management Policy Settings
• Custom policy
– No less than 2 years, but only at Jan. 1
– Custom alerts
• Blackberry browsers
• Cleaner view (i.e. Less links, more info)
– Custom timer job to update web part views when
list views change
• Resolves chronic problem (or feature, depending on
point of view) in SharePoint
– Automatic metadata assignment for Office
document attributes

42. Imagine the Possibilities
• Law firm needing to archive all
correspondence to central place
• Document management and archiving
• Incoming form processing and redirection
• …?

43. 15 Second Rest 
The final stretch

44. Showcase: Entity Application
• Situation
– Need to view business entity data in easy-to-
navigate screen
– View related entity data
• Banks (from SharePoint)
• Banks accounts (from SharePoint)
• Documents (from eDocs)
• Entity Ownership (from data warehouse)
• Entity change history (from SharePoint)
• Entity status (from Nintex)

45. Multiple Data Origins

46. Requirements
• Bookmarks (stored and retrieved from
SharePoint user profile)
• Mobile and finger friendly (iPad)
• Desktop/laptop friendly
• Aggregation of all data sources to
functional view
• Multiple sorting and filtering options

47. Approach
• SharePoint application page
• SharePoint search for documents
• SharePoint web services to data
warehouse data retrieval (fyi… REST was
not restful for us)
• Hyperlinks from entity to entity
• Use Backbone JS for model/view design

48. Screen shot

49. Screen shot

50. Screen shot

51. Screen shot

52. Demo
Dog and Pony show?

53. Responsive Design
• While we’re on the subject of mobile, you
should know about Responsive Design
• Current project utilizes
– CSS3
– HTML5
– Modernizr js
– Isotope js
• Ref. Knowledge Transfer #33 Newsletter at:
http://www.cdh.com/newsResources/articles/
ResponsiveDesign/?nl=104&vt=W

54. Standard Web View

55. Mobile Web View

56. Even C/D/H …
Redacted?

57. Questions?
• Now is good
• Later is good,
too …
MarkJ@cdh.com

58. Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
(248) 546-1800 (616) 776-1600
www.cdh.com