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DevelopingCustomApplicationswithSharePointServer2007

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DevelopingCustomApplicationswithSharePointServer2007

    Developing Custom Applications with SharePoint Server 2007

    SharePoint Server 2007

    as a Development Platform

    WhitePaper

    By Nicolas Leger and Zandy GarrardWith Scott Yokiel, Cesar Rodriguez, Brad Muza

    Contact us: spdev@rbaconsulting.comRBA Consulting

    Published: May 2008

Table of Contents

Last Edited: 5/31/08

? 2008 RBA Consulting

Developing Custom Applications with SharePoint Server 2007Page 3

    1.Acknowledgements

    RBA Consulting would like to thank Jerome Thiebaud, Product Manager for Microsoft Office SharePoint Designer 2007 at Microsoft. Our team sincerely enjoyed the many opportunities to present about our experience building a business critical custom application on Microsoft SharePoint Products and Technologies. Sharing best practices on SharePoint development with customers, peer consultants, and experts from the Microsoft field has continually pushed us to evaluate the platform in thorough details from a developer perspective.

    During this process, Jerome has shown a profound understanding of the specific needs of each audience. Over the past few months, his guidance was instrumental in creating material about our project that is information-rich, enjoyable, and easy to consume.Among the many others who provided valuable feedback as we wrote this whitepaper, Mitch Prince stands out for suggesting creative ways to make the most of Office SharePoint Server 2007. There are often many paths to satisfy a business requirement using SharePoint Server; Mitch has in several occasions challenged us to “think outside the box” and find the optimal solution.

    Our consultants look forward to a future collaboration with Microsoft to further demonstrate the broad capabilities of SharePoint Server 2007. As just one example, we are especially thrilled currently by the integration scenarios between SharePoint Server 2007 and Microsoft Silverlight.

    Last Edited: 5/31/08

    ? 2008 RBA Consulting

2.Introduction - Business goal

    2.1Our Audience - you

    Late in 2007, executives at RBA Consulting identified the need to streamline the way we track consultant assignments to client projects. After a decision process we will discuss further in this document, our team of developers set out to build a business application on the SharePoint Server 2007 (MOSS) Enterprise platform.

    With this whitepaper, Microsoft gave us a fantastic opportunity to tell about our experience. We are confident its content will be most useful to:

    IT decision makers who must select a development platform for their

    organization. We tried to include as much high level information as possible on

    how the SharePoint platform supported our business goals. As we examine each

    aspect of the SharePoint platform – and there are many – we tie these

    capabilities back to the needs of the business. There is a strong belief at RBA

    Consulting that a development platform is only as good as the business needs it

    addresses.

    ASP.NET Developers looking for a “deep-dive” into the SharePoint platform. We

    include actual code, step-by-step walkthroughs and extensive screenshots to

    help developers “get things done” using the platform. While developers in general

    can leverage this material to evaluate the SharePoint development platform,

    developers with ASP.NET experience will make the most of the in depth

    discussions and code samples.

    2.2Business scenario

    Our firm, RBA Consulting, offers high-end consulting services on Microsoft technologies. To be successful in the consulting business, we need a mechanism to keep track of the client engagements of our consultants:

    Where is each consultant billing now and in the future?

    What is the skill set of each consultant?

    What client opportunities are becoming available in the pipeline? Who in the firm

    has the skills to deliver successfully on these opportunities?

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    ? 2008 RBA Consulting

Developing Custom Applications with SharePoint Server 2007Page 5

    RBA Consulting has an existing solution to keep track of that information. However by the end of 2007, management recognized that a new version was needed that would offer improved flexibility and scalability. For all the reasons that will be discussed in this paper, we settled on SharePoint Server 2007 to build the solution.

    2.3RBA Consulting’s collaboration with Microsoft

    Shortly after we initiated the requirements gathering phase, Microsoft’s marketing offered RBA to use our solution as a real-life SharePoint development story. From day one, we had the mandate to provide unbiased feedback and participate in several initiatives to discuss our experience:

    Microsoft Academy Live presentation (January ‘08): these recurring events

    are organized by Microsoft marketing, and target Microsoft employees in the

    field. The audience is a mix of sales and technical professionals who join the

    presentation from numerous Microsoft offices throughout the U.S. and the world.

    On this occasion, we demonstrated a working version of the application, and

    discussed some of our design decisions as well as code samples.

    Microsoft Office SharePoint Conference 2008 (March ‘08): the yearly

    conference attracts larger and larger crowds every time. In fact this year over

    3,000 people attended. The application demo and code discussion was the

    center-piece of the session. We focused on Excel Services 2007, Microsoft Office

    Excel user-defined functions, Microsoft Office InfoPath 2007 forms, Enterprise

    Search and Office SharePoint Designer workflows. Several sections of this

    whitepaper summarize discussions from the conference.

    this whitepaper (April ’08): as large as they can get, live presentations only

    address a small fraction of the developers out there with an interest in

    SharePoint Products and Technologies. We had to have in-depth written material

    that people could go back to as a reference.

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    ? 2008 RBA Consulting

2.4Solution Roles & Use Cases

    2.4.1Roles

    Ultimately company executives are the primary beneficiaries of the consultant tracking solution, as it provides them with deeper business insights. However stakeholders in various roles throughout our company will interact with the target solution. The following organizational roles were identified as relevant for the design of the solution:

    Account Executive. The A.E. has sales responsibilities. After a client opportunity

    has been identified, the A.E. must submit a resource request to the organization

    to identify a qualified resource for the job.

    Resource Manager. The Resource Manager must match client opportunities as

    identified by the Account Executive and qualified consultants who can deliver the

    job.

    Executive. The C-level executive is usually not involved in running day-to-day

    operations, but needs to know how well the business is performing against

    business goals.

    Consultant. Consultants are assigned to client opportunities based on their skills

    and experience. Consultants interact with the solution primarily through

    submitting leave requests. These leave requests, if approved, impact the

    consultant’s availability for future client projects.

    2.4.2Use Cases

    Employees throughout the firm use the solution in various ways based on who they are. Here are just a few sample usage scenarios implemented by the solution. The organizational roles that take part in the scenario are also identified.

    Review business performance through report [Executive]

    Request a project resource [Account Executive, Resource Manager]

    Submit a leave request [Consultant, Resource Manager]

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    ? 2008 RBA Consulting

Developing Custom Applications with SharePoint Server 2007Page 7

    2.5Business Requirements

    This section discusses at a high level the business requirements that the solution had to meet:

    Roles. Different users need access to different information based on who they

    are. They will also participate in different steps of business processes based on

    their role within the firm.

    Portal. The solution need to make available information extracted from various

    sources. Users must see only information relevant to their level of responsibility.

    Reporting. The solution must provide high-level reports and Key Performance

    Indicators (KPIs) to provide executives an instant snapshot of business

    performance.

    Forms. Several electronic forms are needed to upload and maintain information

    within the solution.

    Business Processes, Workflows. Users will need to participate in various

    business processes through the solution. Workflow capabilities are used to route

    workflow items to the right people at the right time. These processes were

    documented in a requirements gathering phase using Microsoft Visio.

    Information Storage. To deliver on other requirements, the solution needs to

    keep track of information related to day-to-day business of our consulting firm.

    Search. All information stored by the solution needs to be searchable securely.

    Look & feel. The solution must be branded with an RBA Consulting-specific look

    & feel.

    2.6Technical Requirements

    While business requirements were the critical success factors to building the new solution, a number of technical requirements also had to be taken into account:

    Minimize custom code and maintenance costs. We needed a solution that

    was easy to maintain. As a secondary goal, it meant we had to keep custom

    code to a minimum. While many MOSS 2007 deployments will require some Last Edited: 5/31/08

    ? 2008 RBA Consulting

    level of custom coding, there is great value for IT in limiting the footprint of that

    code.

    Flexibility to support business changes. It is not uncommon for companies to

    alter how they do business. As an example our management may decide in a few

    weeks or months that the process to identify project resources needs to change.

    We had to build a solution that could adapt easily to most change requests.

    2.73-Tier architecture

    The following diagram illustrates how the application was designed using a 3-tier model:Presentation/User interface

    oOffice InfoPath is used to author and submit forms

    oExcel Services renders web-based reports, including charts

    oInternet Explorer is used for all other end user interactions as well as

    administration

    Business logic

    oSeveral technologies are leveraged to implement the business logic. The

    key take away here is that different tools should be used based on the

    requirements. The best example is using an Excel Services-renders

    spreadsheet that contains financial calculations. It would not make sense

    to embed these calculations in .NET code as SMEs on the calculations

    (Financial analysts) do not have the skills to update or validate the code.

    Instead they should deliver to IT an Excel Services-ready spreadsheet that

    contains the calculations

    Data storage and retrieval

    oSharePoint lists and document libraries are used throughout the solution

    for data storage. Pure Microsoft SQL Server databases may have been

    used for some of the functionalities. But leveraging SharePoint lists gave

    use access to high-level APIs to manipulate the data (e.g. search) as well

    as the ability to trigger workflows when the data is modified.

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    ? 2008 RBA Consulting

    Developing Custom Applications with SharePoint Server 2007Page 92.8SharePoint Development Toolset

    Numerous tools are available to develop solutions on the SharePoint platform. Below is a list of the tools and products we used, along with information as to how they were used:

    SharePoint Environment

    oLists and document libraries. They are the vehicle of choice to store

    data. Information stored in lists or libraries can easily be integrated with

    workflows or InfoPath forms.

    oAlerts. They were used to implement a simple notification mechanism.

    oWeb parts. We used web parts to provide custom search capabilities.

    Because our search requirements are highly specialized, it made sense to

    use custom web parts.

    InfoPath

    oForms. They are used throughout the solution for data entry. Because our

    forms have complex business logic (data source integration, control

    formatting, input validation), it would not have been cost effective to use

    pure ASP.NET forms. Essentially our InfoPath forms provide the user

    interface for all business processes supported by the solution.SharePoint Designer

    oLook & Feel. We had very specific requirements on branding to match our

    corporate identity. Through master pages, layouts and .CSS stylesheets,

    SharePoint Designer made it straightforward to create and deploy a

    custom theme.

    oCustom Workflows. The out-of-the-box workflows that ship with

    SharePoint Server did not meet our requirements. At the same time

    SharePoint Designer gave us enough flexibility to meet our workflow

    requirements without introducing undue complexity. Because some steps

    of the workflows had to be custom coded, we created them in Microsoft

    Visual Studio and imported them in SharePoint Designer. SharePoint

    Designer helped putting the big picture together, delivering most steps of

    the workflows through a wizard-based editor. Plus since the tool is

    targeted at business users and power users, it makes it easy to discuss

    workflows with business. We were able to sit down with some of our

    business stakeholders and validate workflows with them.

    Visual Studio 2005/2008

    oCustom Web Parts. As mentioned previously, we had to create a few

    custom web parts for advanced search functionalities.

    oUser-defined functions. To provide custom reporting capabilities in Excel

    Services, we created a .NET user-defined function that extracts data from

    SharePoint lists to populate the Excel Services spreadsheet.Last Edited: 5/31/08

    ? 2008 RBA Consulting

Last Edited: 5/31/08

? 2008 RBA Consulting

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