6 Microsoft Office Business Applications for Office SharePoint Server 2007 by Rob Barker, Adam Buenz, Joanna Bichsel

Introduction     ix
Who This Book Is For     x
About This Book     xi
Additional Resources     xii
Resources on Microsoft.com     xii
Blogs     xiii
Companion Content     xiv
System Requirements     xiv
Setting Up and Logging On to the VPC     xv
Support for This Book     xv
Acknowledgments     xvi
Getting Started with Office Business Applications     1
What Is an Office Business Application?     2
Platform Capabilities     3
OBA Services     5
Attributes of an Office Business Application     6
How OBAs Extend the Development Paradigm     7
Major Components of an Office Business Application     9
Client Tier Considerations     9
Middle Tier Considerations     11
Data Tier Considerations     16
Developer Tools     17
OBA Application Patterns     18
Office Applications as a Reach Channel     18
Document Generation     20
Intelligent Documents     21
Complementary Document Workflow     24
Discovery Navigation Pattern     27
Collaborative Site Pattern     28
Composite User Interface Pattern     29
Application-Generated Tasks and Notifications     32
Sample Office Business Application: From Budget File to Budgeting Application     35
What's Next     38
Managing and Automating the Budget Approval Process     39
Building Your OBA     41
Creating the Excel Budget Template     42
Customizing the Ribbon     43
Customized Actions Pane     45
Adding Events to the Custom Ribbon     47
Adding Events to the Actions Pane     51
The Completed Budget Template     57
Building the SharePoint Budget Dashboard     58
Integrating a Content Type in a Document Library     58
Key Performance Indicators     60
Excel Services     63
Using the Business Data Catalog     66
Creating the SharePoint Workflow     75
Summary     79
Managing Sales Forecasting with an Office Business Application     81
Solution Architecture     83
Sales Forecasting Solution Walk-Through     85
Sales Portal Dashboard     85
The Business Data Catalog     89
Content Types      95
Creating the Custom Ribbon     98
Document Actions Task Pane     99
Workflow     109
Programming Against the New Open XML File Formats     118
Open XML Benefits     118
Open XML Abstraction with VSTO     119
Summary     121
Provisioning and Securing a Virtual Learning Workspace     123
Building the VLW Workflow Activities     125
Activities for Creating and Deleting Sites     126
Set Permission Classification Workflow     140
Appending Data with an Event Receiver     144
Provisioning Site and Security Objects Through a Feature Receiver     149
Viewing and Changing Active Directory Information Through a SharePoint Web Part     154
Defining a Content Type and Feature     162
Submitting Assignments: The VLW Solution's Application Page     166
Summary     174
Creating a Statement of Work with Open XML Formats     175
Building the Statement of Work Schema, Input Form, and Document Templates     177
Creating an InfoPath 2007 Form for Data Input     182
Creating the Statement of Work Office Word 2007 Template     184
Creating the Statement of Work Presentation Template      186
Using the Statement of Work API     188
Extending the StatementOfWork Class     190
Field Handlers     191
Examining IWordWriter     194
The Trouble with Tables     195
Building the Statement of Work Office Word 2007 Document     200
Examining IPlaceHolder     200
The SOWDocument Class     201
Integrating the Statement of Work API with a SharePoint Form Library     205
Summary     210
Sales Force Automation     211
Business Process and Solution Background     211
Working with Customer and Opportunity Data in Outlook     212
Creating a Sales Quote in Office Word 2007     215
Sales Quote Approval Workflow     216
Architecture of the Sales Force Automation Solution     217
Designing and Implementing the SFA Solution     219
Developing the Office Outlook 2007 Add-in     219
CRM Data Synchronization     239
Developing the Office Word 2007 Add-in     242
The Quote Approval SharePoint Workflow     249
Designing the Workflow     250
Designing an Office InfoPath 2007 Task Form     253
Taking Advantage of Visual Studio 2008 and VSTO 2008      254
Microsoft Synchronization Services for ADO.NET     254
VSTO 2008 Document-Level Customization for Office Word 2007     255
WPF and Windows Forms Controls in Outlook Form Regions     255
ClickOnce Deployment     255
Summary     256
Business Intelligence: A Manufacturing Plant Floor Analytics OBA     257
Walk-Through of the Manufacturing Plant Floor Analytics OBA     258
Software and Hardware Requirements for the Plant Floor VPC     259
Setting Up and Logging On to the VPC     259
Operational Monitoring: Exploring the Shift Foreman's Portal     260
Tactical Analytics: Exploring the Plant Manager's Portal     262
Strategic Insight: Exploring the Vice President's Portal     265
Solution Architecture Overview     267
Data Tier Architecture     268
Exploring the Data Tier     269
Application Services Tier Architecture     270
Exploring the Application Services Tier     276
Productivity Tier Architecture     277
Exploring the Productivity Tier     278
Presentation Tier Architecture     279
Other Architectural Concerns     287
Systems and Data Integration     287
Security      288
Scalability and Availability     288
Summary     288
Index     291