《Developing Custom Applications with SharePoint Server 2007.docx》

Table of Contents

1.      Acknowledgements. 6

2.      Introduction - Business goal. 7

2.1         Our Audience - you. 7

2.2         Business scenario. 7

2.3         RBA Consulting’s collaboration with Microsoft. 8

2.4         Solution Roles & Use Cases. 8

2.4.1 Roles. 8

2.4.2 Use Cases. 9

2.5         Business Requirements. 9

2.6         Technical Requirements. 10

2.7         3-Tier architecture. 10

2.8         SharePoint Development Toolset. 11

3.      User Interface, Web & Forms. 13

3.1         Forms with InfoPath 2007. 13

3.1.1 Business case. 13

3.1.2 Form data sources. 14

3.1.2.1         Internal data source. 14

3.1.2.2         External data sources. 15

3.1.3 Significant fields. 17

3.1.4 Data connections. 20

3.1.5 Workflow integration. 21

3.1.5.1         Extra ‘Status’ column in form library. 21

3.1.5.2         InfoPath forms submitted to SharePoint form library. 22

3.2         Look & feel – SharePoint theme. 23

3.2.1 Business case. 23

3.2.2 Create a new SharePoint site theme for branding. 24

3.2.3 Deploy the new theme. 25

4.      Data.. 29

4.1         Data Structure. 30

4.2         Data Retrieval. 36

4.3         SharePoint lists vs. SQL table. 37

5.      Workflows. 39

5.1         Business Case. 39

5.2         How to choose between out-of-the-box vs. SharePoint Designer vs. Visual Studio. 39

5.2.1 Out-of-the-box workflows. 39

5.2.2 Build with SharePoint Designer 2007. 40

5.2.3 Build with Visual Studio 2005/2008. 41

5.3         Set up the Development Environment to support workflows. 42

5.4         Build a custom activity for SharePoint Designer. 42

5.4.1 Create the Visual Studio project 42

5.4.2 Define Dependency Properties of the Activity class. 43

5.4.3 The Execute method. 46

5.4.4 Deployment of a custom SharePoint Designer activity. 49

5.4.4.1         Deploy the compiled assembly. 49

5.4.4.2         Mark the assembly as safe in web.config. 49

5.4.4.3         Create a new action in WSS.ACTIONS. 50

5.4.4.4         Restart IIS. 51

5.4.5 Use new custom SharePoint Designer activity in a SharePoint Designer workflow.. 51

5.4.6 Tips & Tricks. 57

5.4.6.1         How to troubleshoot/debug a custom workflow activity?. 57

5.4.6.2         What is the difference between a Visual Studio workflow and a SharePoint Designer workflow?. 58

6.      Enterprise Search.. 59

6.1         Keyword Search Queries. 59

6.2         Search Web Service. 60

6.3         List query API (SPQuery class) 60

6.4         Cross-site query API (SPSiteDataQuery class) 61

6.5         Full Text SQL Search Queries. 61

6.5.1 Business case. 61

6.5.2 Author code for the Full Text SQL Search API 62

6.5.2.1         Create SQL query. 62

6.5.2.2         Execute the Query. 64

6.5.2.3         Parse and format results. 66

6.5.2.4         Bringing it all together 67

6.5.3 Configure your SharePoint Server computer to use the Full Text SQL Search API 68

6.5.3.1         Create content 68

6.5.3.2         Crawl content 68

6.5.3.3         Add managed properties. 69

6.6         Tips & Tricks. 71

6.6.1.1         How to search for items in a specific list?. 71

6.6.1.2         Separate query creation / execution / result parsing. 71

6.6.1.3         The right search API for the job. 72

6.6.1.4         Column Names vs. Managed Property Names. 72

6.6.1.5         Where are my results?. 72

6.6.1.6         Creating console application for troubleshooting. 73

7.      Excel Services Reporting.. 74

7.1         Business Case. 74

7.2         Business Intelligence with SharePoint Server 2007. 74

7.3         Intro to User-defined functions. 75

7.4         Creation of the user-defined function. 75

7.5         Creation of the Excel Services workbook. 78

7.5.1 The approach. 78

7.5.2 Leverage user-defined functions. 81

7.5.3 Add charts to an Excel Services workbook. 84

7.6         Deployment. 86

7.6.1 Deploy the user-defined function. 86

7.6.2 Publish the workbook to Excel Services. 89

7.7         View an Excel Services workbook. 91

7.8         Tips & Tricks. 92

7.8.1 Data flow.. 92

8.      Development process. 94

8.1         Development Strategy. 94

8.1.1 Architectural choices. 94

8.1.2 Draw the line out-of-the-box vs. custom code. 94

8.1.3 SharePoint Designer vs. InfoPath vs. Visual Studio vs. Excel Services. 95

8.1.4 Environment architecture. 95

8.1.5 Replicate the data structure from one environment to another 96

8.2         Code & deliverables repository. 97

8.3         Documentation. 98

8.4         Collaboration. 99

9.      Best practices. 101

9.1         Debugging and Troubleshooting. 101

9.1.1 Log messages to the Windows Event Log. 102

9.1.2 Troubleshooting Enterprise Search API code. 102

9.1.3 Troubleshooting InfoPath forms. 103

9.1.4 Use a .NET Console application for unit testing. 104

9.2         Keep the business engaged. 104

9.3         Tie back to business needs. 106

9.4         Flexibility to support business changes. 106

10.         Conclusion.. 108

11.         Resources. 111




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