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

Overview

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 platforms services. The books 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 SharePoints many ...

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Overview

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 platforms services. The books 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 SharePoints 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 SharePoints collaboration features.

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Product Details

  • ISBN-13: 9781590598085
  • Publisher: Apress
  • Publication date: 5/16/2007
  • Series: Expert's Voice in Sharepoint Series
  • Edition description: 2007
  • Edition number: 1
  • Pages: 400
  • Product dimensions: 9.25 (w) x 7.50 (h) x 0.82 (d)

Meet the Author

Ed Hild's first job after college was as a math and computer science teacher at Walt Whitman High School in Bethesda, Maryland. 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 as director of technology at e.magination, a Microsoft partner in Baltimore. 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, Virginia.

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 application 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 susiea@microsoft.com.

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Table of Contents


About the Authors     xv
About the Technical Reviewer     xvii
Introduction     xix
Introduction
Office Business Applications     3
Microsoft Excel Solutions     7
Microsoft Word Solutions     8
Microsoft PowerPoint Solutions     8
Microsoft Outlook Solutions     9
Microsoft InfoPath Solutions     9
Conclusion     10
Development-Environment Requirements     10
SharePoint Products and Technologies: Overview and New Features     13
History of SharePoint Technologies     13
Windows SharePoint Services v3     15
ASP.NET 2.0 Foundation     15
Repository Enhancements     19
Deployment Model Based on "Features"     22
Site Enhancements     23
User Interface     25
Workflow     26
Microsoft Office SharePoint Server 2007     27
Portal Enhancements     28
Search     29
Content Management     31
Business Process     33
Business Intelligence     34
Further Reading     36
Microsoft Office 2007 Overview for Developers     37
History of Microsoft Office Development     37
Why Developers Should Care About Office     38
Development Opportunities with Office 2007     38
The Open XML File Format     39
Using Managed Code     47
Further Reading     50
Visual Studio Tools for Office Overview     51
History of Visual Studio Tools for Office     51
Versions and Compatibility     54
Developing with VSTO     56
Add-Ins     56
Ribbon Customization     58
Task Panes     60
Outlook Form Regions     62
Document-Level Projects     65
Further Reading     66
Microsoft Excel Solutions
Maintaining Offline List Content from Multiple Sites     69
Real-World Examples     69
Solution Overview     70
Solution Walkthrough     71
Creating the Projects List Definition     72
Creating the Excel Smart Document Project     77
Designing the DataSet     78
Detecting Internet Connectivity     80
Constructing the Actions Pane     80
Maintaining the List of Site Connections     83
Constructing the Synchronization Interface      86
Architecting the Synchronization Process     87
Getting the Data on the Spreadsheet     94
Using the Tool     95
Building Visualizations in Excel     96
Running in Excel 2007     96
Considering Deployment Options     97
Important Lessons     98
Extension Points     99
Further Reading     100
Integrating Spreadsheets into the Enterprise     101
Real-World Examples     101
Solution Overview     102
Solution Walkthrough     102
Introducing the Spreadsheet     103
Setting Up an External Source: Products Database     105
Setting Up an External Source: Shipping Web Service     107
Constructing the UDF Class     108
Deploying the UDF Class and Registering It for Use in Excel     114
Enhancing the Spreadsheet     115
Preparing Excel Services for the Spreadsheet     118
Publishing to Excel Services     119
Integrating the Spreadsheet into a Custom Application     122
Important Lessons     125
Extension Points     126
Further Reading     126
Microsoft Word Solutions
Merging SharePoint List Data into Word Documents     129
Real-World Examples     129
Solution Overview     129
Solution Walkthrough     130
Creating Content Types     130
Building the CustomerDocuments Feature Project     133
Defining the Feature     135
Deploying the Feature     140
Building a Custom Application Page     143
Using a Custom XML Part in a Document Template     146
Performing the Merge     151
Important Lessons     154
Extension Points     154
Further Reading     155
Working Collaboratively with Document Fragments     157
Real-World Examples     157
Solution Overview     158
Solution Walkthrough     100
Creating the XML Schema     159
Applying the Schema to a Document     160
Examining the Document's XML     163
Building the Document Section Feature Project     165
Defining the Feature     167
Deploying the Feature     172
Building a Custom Application Page for Splitting     174
Examining the Splitter Class     178
Building a Custom Application Page for Merging      180
Examining the SectionMerge class     181
Important Lessons     182
Extension Points     183
Further Reading     184
Microsoft PowerPoint Solutions
Extending PowerPoint to Build a Presentation Based on Site Content     189
Real-World Examples     189
Solution Overview     190
Solution Walkthrough     190
Creating the Project     191
Ribbon Customization     191
Architecture of the Task Pane and Wizard Step User Controls     195
Important Lessons     208
Extension Points     208
Further Reading     209
Building a Presentation Server-Side within a Web Part     211
Real-World Examples     211
Solution Overview     211
Solution Walkthrough     213
Setting Up the Team Site and Content     213
Creating the Presentation Template     214
Creating the Web-Part Project     215
Basics of the DynamicPowerPoint Web Part     217
Deploying the Web Part     220
Debugging the Web Part     222
Overview of Office XML Formats and PresentationML     223
Iterating through the Template      225
Building the Title Slide     228
Building the Slide for Hardware Issues     229
Building the Slide for Software Issues     232
Important Lessons     234
Extension Point     235
Further Reading     235
Microsoft Outlook Solutions
Working with Email Messages and SharePoint     239
Real-World Examples     239
Solution Overview     239
Solution Walkthrough     240
Creating the Outlook Add-in Project     241
Building the Custom Task Pane     241
Customizing the Ribbon Interface     243
Managing the Task-Pane Instances     249
Retrieving the Document Libraries     251
Saving the Email Message     254
Important Lessons     259
Extension Points     259
Further Reading     260
Surfacing Data from Line-of-Business Applications     261
Real-World Examples     261
Solution Overview     262
Solution Walkthrough     263
The Sample LOB Database     263
Constructing the BDC Application Definition     266
Configuring the Profile Pages     273
Testing in a Team Site      274
Building the Custom Web Service     275
Deploying and Testing the Web Service     278
Building the Outlook Form Region     279
Deploying the Form Region     284
Important Lessons     286
Extension Point     287
Further Reading     287
Microsoft InfoPath Solutions
Taking InfoPath Forms to the Web     291
Real-World Examples     292
Solution Overview     292
Solution Walkthrough     293
Understanding the Cross-Domain and Multi-Hop Problems     293
Creating the InfoPath Solution     296
Setting Up the Database-LoanData     300
Creating the Web Service     302
Connecting the Form to the Web Service     307
Deploying the Template to Office Forms Server     310
Debugging and Testing Managed Code in Visual Studio     313
Integrating Security and SSO     314
Hosting the Form in ASP. NET     316
Web-Part Hosting     319
Extension Points     322
Further Reading     322
Incorporating Workflow into Forms Processing     323
Real-World Examples     324
Solution Overview      324
Solution Walkthrough     326
Understanding Workflow in SharePoint     326
Understanding How WSS 3.0 Processes Workflow Activities     328
Creating the LoanWF Test Environment     329
Creating the Workflow Template     331
Adding Error Handling     342
Creating the Custom Task Form     344
Deploying the Workflow     348
Attaching the Workflow to a Forms Library     351
Testing and Debugging the Workflow     352
Extension Points     353
Further Reading     353
Conclusion
Realizing the Vision     357
Viewing SharePoint as a Set of Services     358
A Real-World Example     360
Tools to Support the Development Environment     360
SharePoint Solution Generator     360
Enterprise Content Management Starter Kit     361
Windows SharePoint Services 3.0 Tools: Visual Studio Extensions     362
Business Data Catalog Application Definition Generators     363
Looking Ahead     363
A Thank-You     364
Index     365
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  • Anonymous

    Posted December 13, 2007

    A reviewer

    This book offers an indebt review of how SharePoint fits in the Microsoft Office ecosystem. It delivers a variety of advanced examples, richly illustrated with sample code, downloadable from Apress, and step by step instructions and illustrations in the book itself. The organization of the book is very convenient and the first four chapters allow the reader to brush up his knowledge about MS Offices and SharePoint with abundant external links. Each consecutive chapter after that represents a standalone example based on a real-world scenario. The examples are focused on the integration with a particular MS Office product. For example Chapter 5 demonstrates a scenario where MS Word integrates with SharePoint and Chapter 9 shows how to construct PowerPoint slides using content stored in a SharePoint list. Every example starts with an introduction and walkthrough, which allows the reader to start reading the chapter directly without losing context. The complexity of integrating products of the MS Office family in enterprise solutions requires quite a bit of knowledge and experience thus I do not recommend this book to beginners in SharePoint and MS Office programming. While this book has a plenty of introductory and historical information about MS Office development and SharePoint customization, it does not emphasize on important steps of professional SharePoint development such as creation of SharePoint solutions, list and site template customization and provisioning. However if you are already familiar with SharePoint 'WSS 3, MOSS 2007' concepts such as solutions, features, workflow etc., this is the book to put all these features in the context of enterprise applications. The software and hardware requirements for the examples in this book are quite high, so if you want to be able to implement them on your own you need to allocate some time to prepare a system with MOSS 2007, MS Office 2007 Enterprise, VS 2008 Professional or Team Edition and for the first example MS Office 2003. In addition there are several manual actions, which require a bit more time. Something, which may not be obvious from the title, is the heavy use of the new MS Office document standard - Office Open XML 'commonly referred to as OOXML or OpenXML'. This was my first exposure to this format specification and I found its use throughout the book very useful. Overall this book is of great value to intermediate and advanced developers, working on enterprise applications based on the MS Office system or integration projects with third party vendors. The examples can be read independently and each one of them not only demonstrates the implementation of a particular scenario, but also provokes ideas for other projects.

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