SharePoint Development: When Out-of-the-Box Just Isn t Enough

Transcription

1 SharePoint Development: When Out-of-the-Box Just Isn t Enough

2 Henry Bernet Senior SharePoint Architect Pillsbury Winthrop Shaw Pittman Mark Soriano Application Development Manager, Seyfarth Shaw LLP Tim Kenney, Esq. VP, Client Success Handshake Software

3 Simple requirements Short timeline Developers are busy on other projects Small user base Potential for frequent functional changes 3 rd Party Tools When we use them

4 3 rd Party Tools PROS & CONS PROS Faster to design and implement Use less resources Minimal testing Minimal coding Vendor support Extensive knowledge base CONS Functionality limitations Look/feel limitations Restricted to vendor development enhancement & bug/fix cycle Ongoing support if vendor is out of business

5 3 rd Party Tools Use Cases Client/Matter Lookup Intranet SP 2010 Allows users to search for client and matter information Firm Directory Intranet SP 2010 Profiles of staff and attorneys Column/View Permissions Extranet SP 2013 Show/Hide list views and columns

6 Client/Matter Lookup How we did it XMLaw OneView Webparts Microsoft SQL SharePoint 2010

7 Firm Directory How we did it XMLaw OneView Webparts Microsoft SQL HTML/JavaScript SharePoint 2010

8 Column/View Permissions How we did it SharePointBoost Solutions SharePoint 2013

9 Complex requirements Firm Initiative Large internal/external user base Functionality not available by purchasing 3 rd Party Tools Custom Code When we use them

10 Custom Code PROS & CONS PROS No functionality limitations Truly unique and innovative application development Highly customizable Full control when integrating with other systems CONS Requires more resources Extensive unit, load and functionality testing Slower to market Ongoing support and enhancements

11 Custom Code Use Cases New Business Intake Intranet SP 2010 Allows users to submit conflicts request SeyfarthLink Documents Extranet SP 2013 Upload and edit documents SeyfarthLink Financials Extranet SP 2013 Financial data on a given matter

12 New Business Intake Request Form How we did it XMLaw OneView Webparts C#.NET Web Application Microsoft SQL SharePoint 2010

13 SeyfarthLink Documents Library How we did it Telerik Kendo UI HTML5/jQuery SharePoint 2013

14 SeyfarthLink Financial Dashboard How we did it Telerik DataViz HTML5/jQuery SharePoint 2013

15 Getting to Hello World a real world app experience

16 plan your environment a pain in the app

17 Microsoft Documentation Developer Training Write it down plan your environment

18

19 DNS Zones App Catalog Gotchas External Access setup the infrastructure

20 show the world I'm Good Enough, I'm Smart Enough, and Doggone It, People Like Me!

21 External DNS Network Considerations show the world

22 make up your own rules <INSERT THE FUNNY HERE>

23 The App Domain Security Concerns make up your own rules

24 small steps out of the box It s so easy, even I could do it!

25 maximizing sharepoint search

26 Search Display Templates Javascript & HTML Managed Properties maximizing sharepoint search

27 extend your user profiles

28 Timer Jobs Data Warehouse Filtered Lists extend your user profiles

29 document library tree view

30 OOB Document Library Query String Pusher document library tree view

31 SOLD!

32 enterprise search

33 Recommind by Decisiv Search Scopes Lexis Search Advantage Custom Webparts enterprise search

34 litigation profiles

35 Monitor Suite Client Team Legal Profiles Query String Pusher litigation profiles

36 two factor authentication

37 SecureAuth 2FA via Voice and SMS Claim Provider two factor authentication

38 Focus on Business Utility FIRST let all other decisions flow from that What Problems Are You Solving? Going Beyond the Box with Third Party Vendors Help us help you

39 Working with Vendors of 3 rd Party Tools Best Practices DO Focus on solving problems and giving new benefits Get involved and own the project Ask questions internally and to the vendor Be realistic with expectations Get training DON T Invest then not use Expect one tool to do it all

40 Client Example 1

41 Client Example 1

42 Sheppard Mullin

43 Sheppard User Profile

44 Jones, Skelton & Hochuli

45 BestPractices in Going Beyond the Box with SharePoint

46 Perkins Coie (above the fold)

47 Perkins Coie (below the fold)

48 Limitless options for rendering business-related content in a search Hovering over a Client Record presents a Time Chart in this case

49 Document List in this case from Worksite Tab interface presents a Document List

50 Client Example 1

51 Sheppard Mullin SharePoint Search

52 Best Practices in Going Beyond the Box with SharePoint DO s and DON Ts DO Use the best of what SP Offers (e.g. Lists, Search) Configure with tools instead of custom code/script (when possible) PERSONALIZE Integrate as much as makes sense for richer experience Focus on presentation DON T Build Because You Can Think in web parts Give them the same thing in a different color box Build Rome in a day Think native SharePoint has to be the best answer Think you re finished

53 Questions We ll now open it up for questions

54 Thank You