Automate Business Processes with SharePoint 2013 and Business Connectivity Services.

Transcription

1 Automate Business Processes with SharePoint 2013 and Business Connectivity Services

2 Today s Presentation Will Cover: About Gig Werks SharePoint 2013 Overview Demonstration & Discussion Business Connectivity Services SharePoint Forms and Workflow SharePoint Designer Business Process Automation SharePoint Integration Q&A

3 About Gig Werks Company began and has been a Microsoft Gold Partner since 2002 Headquartered in NY Deep relationship with Microsoft Virtual Technology Specialists for the Microsoft New York Enterprise Group Microsoft SharePoint Partner Award Winner 2010, 2011, 2012 & 2013 Various other Microsoft Awards and Tech Forum Award Winner 2008 Invited into the Partner Evidence Program for SharePoint 2007, 2010 & 2013 Market Focus From 100 seats to 150,000+ with clients across North America Have focused on SharePoint since 2003 Have already helped a number of customers move and take advantage of new features in SharePoint 2013 Expertise around the full capabilities of SharePoint, Business Intelligence and the Microsoft Stack. Uniquely partner and offer expertise on the Best SharePoint ISV s in the channel

4 Gig Werks ISV Partner Ecosystem Enterprise Content Management Intelledox Collabware Metalogix HiSoftware Accusoft BA Insight IGC Colligo Workshare Macroview CADtoWIN Nintex AEC Solutions Intelledox Nintex CADtoWIN BrightWork Accusoft Colligo IGC Metalogix Axceler Workflow Nintex HiSoftware Intelledox Financial Services Solutions Intelledox Collabware HiSoftware Metalogix Workshare Macroview Accusoft Advanced Functionality Search BA Insight Accusoft IGC Colligo Workshare Macroview Business Intelligence / Reporting HiSoftware BrightWork Nintex Metalogix Advanced Industry Solutions Intelledox BA Insight Workshare Macroview Accusoft Collabware IGC HiSoftware Metalogix Colligo Legal Solutions Project Management BrightWork Pharmaceutical / Healthcare Solutions Intelledox HiSoftware Metalogix Workshare Macroview Compliance Intelledox Collabware Axceler/Metalogix HiSoftware IGC Colligo Workshare Macroview

5 SharePoint Quick Start Offers Upcoming SharePoint Webcasts & Events SharePoint Planning SharePoint Advisory Services SharePoint 3 Day Staging & Development Workshop SharePoint & Business Intelligence Webcast Friday 03/28 Keys to Successful SharePoint Initiatives and User Adoption Conference Sponsor Monday 04/07 Best of SharePoint Conference NYC Live Event in NYC Tuesday 04/08 Advanced Records Management with SharePoint and Collabware CLM SharePoint & Branding SharePoint & Line of Business Integrations

6 Microsoft SharePoint The Business Collaboration Platform for the Enterprise and the Web Composites SharePoint Composites combines data, documents, and business process in a useful, productive way by assembling, connecting, and configuring the basic building blocks of functionality available in SharePoint and Office Products so you can rapidly create no-code business solutions

7 Why Integrate with SharePoint Get the best of both worlds Access SharePoint Enterprises features while staying in sync with your line of business systems data Users work in one place with all data available increasing efficiency and user experience Support other business units

8 Business Connectivity Services Business Connectivity Services is a centralized infrastructure in SharePoint 2013 and Office 2013 that supports integrated data solutions. With Business Connectivity Services, you can use SharePoint 2013 and Office 2013 clients as interfaces into data that doesn t live in SharePoint 2013 itself Centralized infrastructure Centralized infrastructure that supports integrated data solutions Definition of External Content Types Managed authentication BCS handles the security transactions with the external system Search external content Takes advantage of common SharePoint 2013 features such as Search External data is defined as a content source that SharePoint 2013 crawls and indexes

9 Understanding Workflow What is Workflow? A set of activities that coordinate people and / or software. Communicating this organization to humans and automated processes is the value-add that workflow provides. The workflow model encourages reuse and agility, leading to more flexible business processes Why Workflow? The key business value delivered is coordination, for instance, in organizing multiple contributions to the preparation of a quote or driving a document review. Each instance of the business process concerned is of long duration, measured often in days, weeks, or months, rather than minutes. The business process has human participants, who usually contribute most of the work product.

10 Workflow in SharePoint Every business has processes Workflows help Automate and Manage Business Processes Ensure Processes are Consistent and Repeatable SharePoint bridges the gap between knowledge and toolset Interacts with existing SharePoint technologies Lists and Libraries (including External Lists) Tasks InfoPath

11 Architectural Changes in SharePoint 2013 Workflow

12 OOTB Predefined Workflows Predefined Just fill in the blanks Most used within SharePoint Can be defined in the browser Types of OOTB Predefined Workflows Collect Feedback Approval Disposition Approval Collect Signatures Three-States Publishing

13 SharePoint Designer Workflows No-code, declarative workflows You can build List and Library workflows Reusable workflows Site workflows Validate before publishing Use Visio for layout Create custom activities

14 What s New in SharePoint Designer 2013 Ability to create workflow based off the new.net 4.x Workflow Infrastructure While at the same time still able to create and edit the old SharePoint 2010 Workflows Tight integration with Stages. Workflows no longer have to be serial All 2013 Workflows are now state-based, and you can have your workflow jump to any stage you want, even to a previous stage. The new Visual Designer A brand new design surface that integrates the Visio canvas right inside SharePoint Designer You can create workflows using click and drag You can even set the properties of every action right within the Visual Designer. No need to jump back to the Text-Based Designer if you do not wish to. Copy and Paste You can now Copy, Cut, and Paste within the Text-Based Designer!

15 What s New in SharePoint Designer 2013 Loops Loops are now a fully integrated action which you can use within all 2013 Workflows Call Web Service Action You can now call Rest/HTTP web services right from within SharePoint 2013 workflows Start Workflow Actions We now have an action that lets you spawn up old 2010 workflows right from within a 2013 workflow. You can use this action to take advantage of any 2010 workflow functionality (e.g. your old custom actions) Packaging You can now package individual workflows straight from within SPD Dictionary Type Variables You can now create variables that can hold an array of values! Combining this with the new Loop action opens up a whole host of new scenario

16 DEMONSTRATION

17 Q & A Go to the Question Tab on your GoToWebinar Control Panel and Type Your Questions to be Answered Please Do Not Forget to fill out the survey as you leave the webcast to receive Todays PowerPoint & Webcast Recording Contact Us info@gig-werks.com