SharePoint Development: When Out-of-the-Box Just Isn t Enough
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
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
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
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
Client/Matter Lookup How we did it XMLaw OneView Webparts Microsoft SQL SharePoint 2010
Firm Directory How we did it XMLaw OneView Webparts Microsoft SQL HTML/JavaScript SharePoint 2010
Column/View Permissions How we did it SharePointBoost Solutions SharePoint 2013
Complex requirements Firm Initiative Large internal/external user base Functionality not available by purchasing 3 rd Party Tools Custom Code When we use them
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
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
New Business Intake Request Form How we did it XMLaw OneView Webparts C#.NET Web Application Microsoft SQL SharePoint 2010
SeyfarthLink Documents Library How we did it Telerik Kendo UI HTML5/jQuery SharePoint 2013
SeyfarthLink Financial Dashboard How we did it Telerik DataViz HTML5/jQuery SharePoint 2013
Getting to Hello World a real world app experience
plan your environment a pain in the app
Microsoft Documentation Developer Training Write it down plan your environment
DNS Zones App Catalog Gotchas External Access setup the infrastructure
show the world I'm Good Enough, I'm Smart Enough, and Doggone It, People Like Me!
External DNS Network Considerations show the world
make up your own rules <INSERT THE FUNNY HERE>
The App Domain Security Concerns make up your own rules
small steps out of the box It s so easy, even I could do it!
maximizing sharepoint search
Search Display Templates Javascript & HTML Managed Properties maximizing sharepoint search
extend your user profiles
Timer Jobs Data Warehouse Filtered Lists extend your user profiles
document library tree view
OOB Document Library Query String Pusher document library tree view
SOLD!
enterprise search
Recommind by Decisiv Search Scopes Lexis Search Advantage Custom Webparts enterprise search
litigation profiles
Monitor Suite Client Team Legal Profiles Query String Pusher litigation profiles
two factor authentication
SecureAuth 2FA via Voice and SMS Claim Provider two factor authentication
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
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
Client Example 1
Client Example 1
Sheppard Mullin
Sheppard User Profile
Jones, Skelton & Hochuli
BestPractices in Going Beyond the Box with SharePoint
Perkins Coie (above the fold)
Perkins Coie (below the fold)
Limitless options for rendering business-related content in a search Hovering over a Client Record presents a Time Chart in this case
Document List in this case from Worksite Tab interface presents a Document List
Client Example 1
Sheppard Mullin SharePoint Search
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
Questions We ll now open it up for questions
Thank You