Pro SharePoint Solution Development: Combining .NET, SharePoint and Office 2007

Ed Hild

This book is unique because it starts with challenges that end users deal with every day when using the Microsoft collaboration platform to support business processes. The solutions are presented as the hypothetical business challenges of a fictional company.

  • Published on Jun 11 2007
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Introduction:

Introduction

Pro SharePoint Solution Development: Combining .NET, SharePoint, and Office 2007 takes a practical problem/solution approach to common business challenges. You’ll not only encounter interesting code samples, but also see how to combine these examples with the Microsoft collaboration platform’s services. The book’s solutions focus on using Visual Studio Tools for Office to build the user interface layer. And solutions can interact with SharePoint as a service provider, taking advantage of SharePoint’s many collaboration features like document repositories, collaboration sites, and search functions.

This book is unique because it starts with challenges that end users deal with every day when using the Microsoft collaboration platform to support business processes. The solutions are presented as the hypothetical business challenges of a fictional company. By presenting the examples in this context, authors Ed Hild and Susie Adams make it easier to relate to the challenges and solution value. And the goal of these examples is to build applications that apply the benefits of the Office desktop interface with the richness of SharePoint’s collaboration features.

Author Information

Ed Hild’s first job after college was as a math and computer science teacher at Walt Whitman High School in Bethesda, MD. After upgrading the curriculum, he decided to practice what he was teaching and moved into consulting. Ed soon felt the teaching itch again and took a position teaching MCSD and MCSE courses for a technical education center as well as developing the software that would run the franchise. Ed gained most of his development experience at his next position, which was as the director of technology at e.magination (a Microsoft partner in Baltimore, MD). There he worked for several years building web applications for a wide variety of customers using Microsoft technologies. He was then lured to Microsoft and now works as the collaboration technology architect in the Microsoft Technology Center in Reston, VA.

Susie Adams is an MTC Technical Director with Microsoft Corporation. She has over 20 years of application integration and development experience and currently focuses her attention on design and development of enterprise applications as well as traditional Enterprise Integration (EAI) using .NET and BizTalk Server. She has contributed to several industry technical journals, was the lead author for BizTalk Server Unleashed (SAMS), and was a contributing author for Visual InterDev Unleashed (SAMS) and Visual InterDev 6.0 Enterprise Developer’s Workshop (Microsoft Press). She has spoken at several industry trade show conferences including the Visual Basic Insider Technical Summit (VBITS), Microsoft Developer Days, and Microsoft TechEd. Susie can be reached at [email protected].

What is in this book

Contents

 

About the Authors

About the Technical Reviewer

Introduction

 

PART 1  -  Introduction

 

CHAPTER 1 - Office Business Applications

 

Part 2: Microsoft Excel Solutions

Part 3: Microsoft Word Solutions

Part 4: Microsoft PowerPoint Solutions

Part 5: Microsoft Outlook Solutions

Part 6: Microsoft InfoPath Solutions

Part 7: Conclusion

Development-Environment Requirements

 

CHAPTER 2 - SharePoint Products and Technologies:

 

Overview and New Features

History of SharePoint Technologies

Windows SharePoint Services v3

ASPNET 2.0 Foundation

Repository Enhancements

Deployment Model Based on “Features”

Site Enhancements

User Interface

Workflow

Microsoft Office SharePoint Server 2007

Portal Enhancements

Search

Content Management

Business Process

Business Intelligence

Further Reading

 

CHAPTER 3 - Microsoft Office 2007 Overview for Developers

 

History of Microsoft Office Development

Why Developers Should Care About Office

Development Opportunities with Office 2007

The Open XML File Format

Using Managed Code

Further Reading

CHAPTER 4 - Visual Studio Tools for Office Overview

 

History of Visual Studio Tools for Office

Versions and Compatibility

Developing with VSTO

Add-Ins

Ribbon Customization

Task Panes

Outlook Form Regions

Document-Level Projects

Further Reading

 

PART 2  -  Microsoft Excel Solutions

 

CHAPTER 5 - Maintaining Offline List Content from Multiple Sites

 

Real-World Examples

Solution Overview

Solution Walkthrough

Creating the Projects List Definition

Creating the Excel Smart Document Project

Designing the DataSet

Detecting Internet Connectivity

Constructing the Actions Pane

Maintaining the List of Site Connections

Constructing the Synchronization Interface

Architecting the Synchronization Process

Getting the Data on the Spreadsheet

Using the Tool

Building Visualizations in Excel

Running in Excel 2007

Considering Deployment Options

Important Lessons

Extension Points

Further Reading

 

CHAPTER 6 - Integrating Spreadsheets into the Enterprise

 

Real-World Examples

Solution Overview

Solution Walkthrough

Introducing the Spreadsheet

Setting Up an External Source: Products Database

Setting Up an External Source: Shipping Web Service

Constructing the UDF Class

Deploying the UDF Class and Registering It for Use in Excel

Enhancing the Spreadsheet

Preparing Excel Services for the Spreadsheet

Publishing to Excel Services

Integrating the Spreadsheet into a Custom Application

Important Lessons

Extension Points

Further Reading

 

PART 3  -  Microsoft Word Solutions

 

CHAPTER 7 - Merging SharePoint List Data into Word Documents

 

Real-World Examples

Solution Overview

Solution Walkthrough

Creating Content Types

Building the CustomerDocuments Feature Project

Defining the Feature

Deploying the Feature

Building a Custom Application Page

Using a Custom XML Part in a Document Template

Performing the Merge

Important Lessons

Extension Points

Further Reading

 

CHAPTER 8 - Working Collaboratively with Document Fragments

 

Real-World Examples

Solution Overview

Solution Walkthrough

Creating the XML Schema

Applying the Schema to a Document

Examining the Document’s XML

Building the Document Section Feature Project

Defining the Feature

Deploying the Feature

Building a Custom Application Page for Splitting

Examining the Splitter Class

Building a Custom Application Page for Merging

Examining the SectionMerge class

Important Lessons

Extension Points

Further Reading

 

PART 4  -  Microsoft PowerPoint Solutions

 

CHAPTER 9 - Extending PowerPoint to Build a Presentation Based on Site Content

 

Real-World Examples

Solution Overview

Solution Walkthrough

Creating the Project

Ribbon Customization

Architecture of the Task Pane and Wizard Step User Controls

Important Lessons

Extension Points

Further Reading

 

CHAPTER 10 - Building a Presentation Server-Side within a Web Part

 

Real-World Examples

Solution Overview

Solution Walkthrough

Setting Up the Team Site and Content

Creating the Presentation Template

Creating the Web-Part Project

Basics of the DynamicPowerPoint Web Part

Deploying the Web Part

Debugging the Web Part

Overview of Office XML Formats and PresentationML

Iterating through the Template

Building the Title Slide

Building the Slide for Hardware Issues

Building the Slide for Software Issues

Important Lessons

Extension Point

Further Reading

 

PART 5  -  Microsoft Outlook Solutions

 

CHAPTER 11 - Working with Email Messages and SharePoint

 

Real-World Examples

Solution Overview

Solution Walkthrough

Creating the Outlook Add-in Project

Building the Custom Task Pane

Customizing the Ribbon Interface

Managing the Task-Pane Instances

Retrieving the Document Libraries

Saving the Email Message

Important Lessons

Extension Points

Further Reading

 

CHAPTER 12 - Surfacing Data from Line-of-Business Applications

 

Real-World Examples

Solution Overview

Solution Walkthrough

The Sample LOB Database

Constructing the BDC Application Definition

Configuring the Profile Pages

Testing in a Team Site

Building the Custom Web Service

Deploying and Testing the Web Service

Building the Outlook Form Region

Deploying the Form Region

Important Lessons

Extension Point

Further Reading

 

PART 6  -  Microsoft InfoPath Solutions

 

CHAPTER 13 - Taking InfoPath Forms to the Web

 

Real-World Examples

Solution Overview

Solution Walkthrough

Understanding the Cross-Domain and Multi-Hop Problems

Creating the InfoPath Solution

Setting Up the Database—LoanData

Creating the Web Service

Connecting the Form to the Web Service

Deploying the Template to Office Forms Server

Debugging and Testing Managed Code in Visual Studio

Integrating Security and SSO

Hosting the Form in ASPNET

Web-Part Hosting

Extension Points

Further Reading

 

CHAPTER 14 - Incorporating Workflow into Forms Processing

 

Real-World Examples

Solution Overview

Solution Walkthrough

Understanding Workflow in SharePoint

Understanding How WSS 30 Processes Workflow Activities

Creating the LoanWF Test Environment

Creating the Workflow Template

Adding Error Handling

Creating the Custom Task Form

Deploying the Workflow

Attaching the Workflow to a Forms Library

Testing and Debugging the Workflow

Extension Points

Further Reading

 

PART 7  -  Conclusion

 

CHAPTER 15 - Realizing the Vision

 

Viewing SharePoint as a Set of Services

A Real-World Example

Tools to Support the Development Environment

SharePoint Solution Generator

Enterprise Content Management Starter Kit

Windows SharePoint Services 30 Tools: Visual Studio Extensions

Business Data Catalog Application Definition Generators

Looking Ahead

A Thank-You

 

INDEX


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