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SharePoint Composites V2

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Whitepaper on SharePoint 2013
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    MICROSOFT CORPORATION  A guide to creating business solutions with no code By Mark Gillis Version 2.0 November, 2012   Summary This handbook is intended for: Power users, who want to create simple-to-develop, no-code solutions so they can rapidly respond to business needs. IT Technical staff, who want to develop solutions and prototypes with little or no code. Decision makers, who want to understand the benefits of SharePoint Composites for businesses of all shapes and sizes. Anyone, who wants to dramatically improve business productivity and become more agile in the workplace. Location No code solutions using SharePoint 2013 Composites  (http://msdn.microsoft.com/en-us/sharepoint/fp161345)  SharePoint Composites make collaboration-based business solutions easier, faster, and better.    Page 2  of 84   Copyright The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This white paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in, or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. © 2012 Microsoft Corporation. All rights reserved. All trademarks are property of their respective owners.  Page 3  of 84   Contents Part I: SharePoint Composite Fundamentals .............................................................................................................6 What is a SharePoint Composite? ..........................................................................................................................6 Why you should start creating SharePoint Composites .....................................................................................7 The SharePoint customization continuum .........................................................................................................8 Understanding how SharePoint Composites scale and evolve ..........................................................................9 Building solutions on the SharePoint platform ................................................................................................... 10 Office 2013 integration points ............................................................................................................................ 13 Using apps for SharePoint and apps for Office ................................................................................................... 16 Social computing and sharing .............................................................................................................................. 17 Part II: The SharePoint Composite solution life cycle.............................................................................................. 19 Define the purpose .............................................................................................................................................. 19 Identify the requirements ................................................................................................................................... 20 Users and stakeholders ................................................................................................................................... 20 Business logic ................................................................................................................................................... 21 Data and documents ....................................................................................................................................... 22 Content types .................................................................................................................................................. 26 User interface requirements ........................................................................................................................... 27 Data presentation ............................................................................................................................................ 29 Mobile experience ........................................................................................................................................... 32 Software requirements ................................................................................................................................... 33 Technical requirements ................................................................................................................................... 33 Design and develop ............................................................................................................................................. 33 Deploy and maintain ........................................................................................................................................... 34 Part III: Common SharePoint Composite design patterns ....................................................................................... 35 Browser-based customization ............................................................................................................................. 35 Just edit the page ............................................................................................................................................ 35 Embed an Excel workbook .............................................................................................................................. 36 Add Web Part connections .............................................................................................................................. 36 Dynamic diagrams ............................................................................................................................................... 38 Form-centric solutions ......................................................................................................................................... 39 List and form library forms .............................................................................................................................. 40 The InfoPath Form Web Part ........................................................................................................................... 41 Business process and workflows ......................................................................................................................... 41 Out-of-the-box workflows ............................................................................................................................... 42 SharePoint Designer workflows ...................................................................................................................... 42  Page 4  of 84  Projects ................................................................................................................................................................ 43 Using the project site ....................................................................................................................................... 43 Find all your work in one place ........................................................................................................................ 44 When projects grow bigger ............................................................................................................................. 44 Managing documents and content ..................................................................................................................... 45 Document Information Panels ........................................................................................................................ 45 Structured documents ..................................................................................................................................... 46 Media assets .................................................................................................................................................... 46 Document management .................................................................................................................................. 47 Records management and compliance ........................................................................................................... 50 Publishing sites .................................................................................................................................................... 51 Design Manager ............................................................................................................................................... 51 Intranet site ..................................................................................................................................................... 51 Internet Business ............................................................................................................................................. 52 Public Web site ................................................................................................................................................ 52 Access apps .......................................................................................................................................................... 53 Start with templates and tables ...................................................................................................................... 53 Automatically create a beautiful user interface .............................................................................................. 53 Effortlessly store data into SQL Server ............................................................................................................ 54 Do advanced customization ............................................................................................................................ 54 Business intelligence ........................................................................................................................................... 55 Overview of BI ................................................................................................................................................. 55 Self-service BI with Excel and Excel Services ................................................................................................... 56 Interactive visualization with Power View ...................................................................................................... 59 Data modeling with PowerPivot ...................................................................................................................... 59 Enterprise dashboards and scorecards with PerformancePoint Services ....................................................... 61 Operational reports with SQL Server Reporting Services ................................................................................ 62 Line-of-Business data integration ........................................................................................................................ 63 Two classic BCS scenarios ................................................................................................................................ 63 Getting there is half the fun ............................................................................................................................ 64 Surface external data in SharePoint products ................................................................................................. 67 Surface external data in Office products ......................................................................................................... 69 Pushing the SharePoint Composite envelope ..................................................................................................... 71 Using JavaScript ............................................................................................................................................... 71 Using Web Services and REST .......................................................................................................................... 72 Appendices .............................................................................................................................................................. 73
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