This document summarizes the key technologies and aspects that make a SharePoint site useful. It covers content types and metadata for organizing content, using web part relationships and views to control how information is displayed, shared calendars integrated with Outlook, workflows and event receivers for automating processes, business connectivity services for integrating external data, flexible search capabilities, SQL reporting services for real-time reports, form services for customizing forms, and dashboards for visualizing key performance indicators. The overall objective is to describe how to leverage these tools to make technology useful for any organization.

1. SharePoint 2010
Portals
Edward McGovern
Tuesday, October 29, 2013
Thrive. Grow. Achieve.

2. TOPICS TO COVER
OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT
MAKE A SHAREPOINT SITE USEFUL.
• Content Type
• Metadata
How to make
Technology useful
to your
organization is to
use all the tools
provided.
• Web Part Relationships and Views
• Shared Calendars
• Workflows/Event Receivers/ Time Jobs
• Business Connectivity Services
• Search
• SQL Reporting Services Integration
• Dashboards
– Simple
– Excel Services
– Performance Point
Presentation Title / Page 2

3. CONTENT TYPES
CONTENT TYPE
• What are Content Types
– Templates
– Metadata
SharePoint is a
Content
Management
System. Its core
component is the
content type.
• Site versus List Content Types
• Inheritance of Content Types
• Using Content Types in web parts to manage how users enter information and flow
of information (publishing).
Presentation Title / Page 3

4. METADATA
OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL
IDENTIFIERS.
• List Fields added to content
• Terms Store
Meta Data allows
you to:
•
Classify
•
• Adding Managed Metadata to Search
Organize
•
• Adding Managed Metadata to Content
Find
Presentation Title / Page 4

5. WEB PART RELATIONSHIPS AND VIEWS
OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW
DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE.
• Views are used to filter for security, functionality and relevance
• Relating one web part to another (Daisy Chain)
Relationships and
Views work
together to allow
content to be
shown to who
should be seeing it
at the time they
need to see it.
Presentation Title / Page 5

6. SHARED CALENDARS
OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED.
• Allows you to create a shared calendar for any content type or entity
• Hooks into outlook and overlay
Shared Calendars
created in
SharePoint, used
in Microsoft Office
Presentation Title / Page 6

7. WORKFLOWS, EVENT RECEIVERS, AND
TIMED SERVICES
OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT
RECEIVERS AND TIMED SERVICES ARE USED.
• Workflows
Control flow and
relationships (how
content flows
through system)
– SharePoint out of box
– SharePoint Designer
– Visual Studio
– Trigger when Update or Create an Item
– Users can manually start
• Event Receivers
– Only Visual Studio
– Can trigger when update, create, or delete, before or after or during the event.
– Users cannot manually start
• Timed Services
– Can be scheduled to happen in SP
Presentation Title / Page 7

8. BUSINESS CONNECTIVITY SERVICES
BUSINESS CONNECTIVITY SERVICES:
• Integrates completely with SharePoint. Can be combined with other data and
SharePoint Data to extend and put new functions into your systems. SharePoint out
of box
Pull data into
SharePoint from
other systems, use
with other
SharePoint Data.
– Simple to setup and use
• Allows Users to Drill Down into related data and ask questions
• SharePoint allows you to control access to data based on who you are. Filter based
on Audience and user
Presentation Title / Page 8

9. SHAREPOINT SEARCH
OBJECTIVE:SHOW HOW SEARCH WORKS AND IS USED
• Setup and use of search
Flexible Search
from flexible
sources displayed
flexibly
Presentation Title / Page 9

10. SQL REPORTING SERVICES
INTEGRATION
OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT
• Dashboard quality reports and drill downs
• Built into SharePoint
Real Time
Reporting, pulling
from any data
source, uses
windows
authentication.
Presentation Title / Page 10

11. FORM SERVICES
OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND
DOCUMENT LIBRARIES
• Creating Content Types with InfoPath
• Modifying List Forms with InfoPath
Forms and
InfoPath
Presentation Title / Page 11

12. DASHBOARDS
DASHBOARDS
• Excel Services
• Performance Point
Presentation Title / Page 12

13. THANK YOU!
Seth Zarny – Partner
szarny@raffa.com
301.279.6500
Edward McGovern – Senior Manager
emcgovern@raffa.com
703.568.9706
Evette Collins – Account Executive
ecollins@raffa.com
202.955.6708
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