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6 Microsoft® Office Business Applications for Office SharePoint® Server 2007

Book Description

Discover how to use the Microsoft Office system as a development platform with this practical guide. You’ll learn the essentials for extending line-of-business applications to bring information to users—and help improve enterprise productivity.

Table of Contents

  1. 6 Microsoft® Office Business Applications for Office SharePoint® Server 2007
  2. Introduction
    1. Who This Book Is For
    2. About This Book
    3. Additional Resources
      1. Resources on Microsoft.com
      2. Blogs
    4. Companion Content
      1. System Requirements
      2. Setting Up and Logging On to the VPC
    5. Support for This Book
  3. Acknowledgments
  4. 1. Getting Started with Office Business Applications
    1. What Is an Office Business Application?
      1. Platform Capabilities
        1. Enterprise Content Management (ECM)
        2. Business Intelligence (BI)
        3. Unified Communication and Collaboration
      2. OBA Services
      3. Attributes of an Office Business Application
      4. How OBAs Extend the Development Paradigm
    2. Major Components of an Office Business Application
      1. Client Tier Considerations
        1. Forms Based (InfoPath)
        2. Outlook Custom Form Regions
        3. Web Parts
        4. Ribbon Extensibility
      2. Middle Tier Considerations
        1. Deciding Between Client Code and Server Code
        2. Business Data Catalog
        3. Data Connectivity
        4. Data Connection Library
        5. Adapters
        6. Excel Services
        7. Open XML
        8. Workflow
      3. Data Tier Considerations
        1. Writing Data to LOB Systems
        2. Maintaining Mapping of Data Between Systems
      4. Developer Tools
        1. Visual Studio 2005 Tools for the 2007 Microsoft Office System Section Edition
        2. Office SharePoint Designer 2007
    3. OBA Application Patterns
      1. Office Applications as a Reach Channel
        1. Direct Integration Pattern
        2. Mediated Integration Pattern
      2. Document Generation
      3. Intelligent Documents
        1. Embedded LOB Information Pattern
        2. Embedded LOB Template Pattern
        3. LOB Information Recognizer Pattern
      4. Complementary Document Workflow
        1. LOB-Initiated Document Workflow Pattern
        2. Cooperating Document Workflow Pattern
      5. Discovery Navigation Pattern
      6. Collaborative Site Pattern
      7. Composite User Interface Pattern
        1. Office Client–Based Composite User Interface
        2. Composite Web User Interface
        3. Analytics
      8. Application-Generated Tasks and Notifications
        1. Simple Task and Notification Delivery
        2. Task Synchronization
          1. Direct task synchronization
          2. Mediated task synchronization
        3. Intelligent Tasks and Notifications
        4. Form-Based Tasks and Notifications
    4. Sample Office Business Application: From Budget File to Budgeting Application
    5. What’s Next
  5. 2. Managing and Automating the Budget Approval Process
    1. Building Your OBA
    2. Creating the Excel Budget Template
      1. Customizing the Ribbon
      2. Customized Actions Pane
      3. Adding Events to the Custom Ribbon
      4. Adding Events to the Actions Pane
      5. The Completed Budget Template
    3. Building the SharePoint Budget Dashboard
      1. Integrating a Content Type in a Document Library
      2. Key Performance Indicators
      3. Excel Services
      4. Using the Business Data Catalog
    4. Creating the SharePoint Workflow
    5. Summary
  6. 3. Managing Sales Forecasting with an Office Business Application
    1. Solution Architecture
    2. Sales Forecasting Solution Walk-Through
      1. Sales Portal Dashboard
        1. Excel Services Web Parts
        2. Business Data Catalog Web Parts
      2. The Business Data Catalog
      3. Content Types
      4. Creating the Custom Ribbon
      5. Document Actions Task Pane
        1. Data Tab
        2. Search Tab
      6. Workflow
    3. Programming Against the New Open XML File Formats
      1. Open XML Benefits
      2. Open XML Abstraction with VSTO
    4. Summary
  7. 4. Provisioning and Securing a Virtual Learning Workspace
    1. Building the VLW Workflow Activities
      1. Activities for Creating and Deleting Sites
        1. A Look at clsCreateVLW.cs
        2. A Look at clsDeleteVLW.cs
      2. Set Permission Classification Workflow
    2. Appending Data with an Event Receiver
    3. Provisioning Site and Security Objects Through a Feature Receiver
    4. Viewing and Changing Active Directory Information Through a SharePoint Web Part
    5. Defining a Content Type and Feature
    6. Submitting Assignments: The VLW Solution’s Application Page
    7. Summary
  8. 5. Creating a Statement of Work with Open XML Formats
    1. Building the Statement of Work Schema, Input Form, and Document Templates
      1. Creating an InfoPath 2007 Form for Data Input
      2. Creating the Statement of Work Office Word 2007 Template
      3. Creating the Statement of Work Presentation Template
    2. Using the Statement of Work API
      1. Extending the StatementOfWork Class
      2. Field Handlers
      3. Examining IWordWriter
    3. The Trouble with Tables
    4. Building the Statement of Work Office Word 2007 Document
      1. Examining IPlaceHolder
      2. The SOWDocument Class
    5. Integrating the Statement of Work API with a SharePoint Form Library
    6. Summary
  9. 6. Sales Force Automation
    1. Business Process and Solution Background
      1. Working with Customer and Opportunity Data in Outlook
      2. Creating a Sales Quote in Office Word 2007
      3. Sales Quote Approval Workflow
    2. Architecture of the Sales Force Automation Solution
    3. Designing and Implementing the SFA Solution
      1. Developing the Office Outlook 2007 Add-in
        1. Creating CRM Folder Hierarchy
        2. Populating Outlook Folders with CRM data
        3. Displaying CRM Data by Using an Office Outlook 2007 Form Region
          1. Designing the CRM Opportunity Form Using the Outlook Form Designer
          2. Composing a Form Region Manifest File
          3. Registering a Form Region
          4. Connecting the Form Region to the Office Outlook 2007 Add-In
        4. Developing the Outlook Custom Task Pane
          1. Designing the User Control
          2. Adding the User Control to the Custom Task Pane
          3. Developing the Ribbon for the Office Outlook 2007 Inspector Window
      2. CRM Data Synchronization
      3. Developing the Office Word 2007 Add-in
        1. Creating the Office Word 2007 Template
        2. Implementing the Custom Task Pane in Office Word 2007
          1. Developing Product Catalog User Control
          2. Adding the User Control to the Custom Task Pane
        3. Developing the Office Word 2007 Custom Ribbon
    4. The Quote Approval SharePoint Workflow
      1. Designing the Workflow
      2. Designing an Office InfoPath 2007 Task Form
    5. Taking Advantage of Visual Studio 2008 and VSTO 2008
      1. Microsoft Synchronization Services for ADO.NET
      2. VSTO 2008 Document-Level Customization for Office Word 2007
      3. WPF and Windows Forms Controls in Outlook Form Regions
      4. ClickOnce Deployment
    6. Summary
  10. 7. Business Intelligence: A Manufacturing Plant Floor Analytics OBA
    1. Walk-Through of the Manufacturing Plant Floor Analytics OBA
      1. Software and Hardware Requirements for the Plant Floor VPC
      2. Setting Up and Logging On to the VPC
      3. Operational Monitoring: Exploring the Shift Foreman’s Portal
      4. Tactical Analytics: Exploring the Plant Manager’s Portal
      5. Strategic Insight: Exploring the Vice President’s Portal
    2. Solution Architecture Overview
      1. Data Tier Architecture
      2. Exploring the Data Tier
      3. Application Services Tier Architecture
        1. Excel Services
        2. PerformancePoint Monitoring Server 2007
        3. Windows SharePoint Services Workflows
        4. Line-of-Business Data Integration Services
      4. Exploring the Application Services Tier
      5. Productivity Tier Architecture
      6. Exploring the Productivity Tier
      7. Presentation Tier Architecture
        1. SQL Server Reporting Service: The Report Viewer Web Part
        2. Excel Web Access
        3. Using Office Excel 2007 as an Explorative Business Intelligence Client
        4. Microsoft Silverlight
    3. Other Architectural Concerns
      1. Systems and Data Integration
      2. Security
      3. Scalability and Availability
    4. Summary
  11. A. About the Authors
  12. Index
  13. About the Author
  14. Copyright