What is the best way to work with Access and SharePoint? - excel

I'm a contractor currently working with the DOD. I work primarily with VBA and Microsoft Office (2013) to produce "Desktop Tools" because this is the level of scope in the culture here. Rarely are the clients accessing their products from a fully integrated system that connects all of their data. One reason for this are the many disparate systems that require username and password to get and collect data. So office products like MS Access, Excel and PowerPoint are the meat and potatoes of their reporting and dashboards. There has been a second life to a career using only VBA which I thought was long gone. My facility uses SharePoint 2010 and often want to see their products, like a "Desktop Access database with user security implemented" - on SharePoint. We often turn to PowerPoint to meet that need, but it is not as robust and requires a lot of manual intervention, and since many of the front end interfaces that I have built have complex form validation as well as comprehensive report views it seems to leave a lot to be considered.
I've only worked with Visual Studio between 2005 - 2009 and I know a lot has changed. I know SharePoint has also evolved extensively.
I have also heard about InfoPath, but read that I need Visual Studio if I want true control especially with data input. I have also considered the Web App component in MS Access but have many security limitations on that side that I have never considered going through with them. What are my options with SharePoint 2010 and Desktop MS Access that have all the bells and whistles available to me in VBA if I don't have access to Visual Studio or anything else besides VBA?

You have two options:
1) You can create a database with Microsoft Access and publish it to Microsoft SharePoint 2010 using the Access Services
2) You can create Sharepoint Lists and link them in Microsoft Access and work with them like tables and use VBA inside Microsoft Access

Related

SSRS 2008 vs SSRS 2012

I've been trying to figure out if it makes sense to use SSRS 2012 with PowerView vs using SSRS 2008.
I've following questions:
What's better in SSRS 2012 without PowerView(ie without using Sharepoint)?
What edition of SharePoint you need to make PowerView work for SSRS 2012?
Does it make sense to learn and use Sharepoint if you can barely utilize the pluses of SharePoint or PowerView instead of SSRS 2008 or SSRS 2012 without PowerView/SharePoint?
I can address the overall question but not the first two bullet points specifically as I have not used Sharepoint enough to give the version differences on it.
Powerview from everything I have ever done is a dll that allows a report like object to be created as an add on to Excel. These objects can then be hosted in Sharepoint in a library. The downside is you need to have the dll's and the add on to Sharepoint to use it. As far as I know you are committing to user's going to SharePoint with this option. They do make it kind of neat though as you generally make what I believe they call a 'PowerPivot' which is just like a client dataset made in the Excel file that you report off of. This option is good for a shop that works with Sharepoint Extensively. I have not heard of too many places using it for client facing front ends or external reporting.
SSRS's newest invocation is SSRS 2012 which from everything I have seen in development is the EXACT SAME THING as SSRS 2008R2 except they put a 2012 in the namespace. There may be minor tweaks on naming and intellisense and under the hood things but the langauge is almost identical. Saying that SSRS 2012 is free with advanced tools for SSRS now and can also port to most front ends you would want: HTML in a form talking to it's service, ASP.NET, a client app like WinForms or WPF. You basically created and host reports and you can access them anywhere.
The real question for most people is: "Which reports look cooler and are easier to use?" I would go with SSRS, but know it is more of learning curve of understanding SQL and a little bit of xml and Visual Studio(very light). However Powerview is more graphical with it's parameters and options to an end user and has highlighted some things it can do with mapping interactivity that SSRS cannot do. The biggest detractor for SSRS IMHO is two things:
It is not event based at all. This shows up whenever you are doing mapping or something you want to zoom or perform actions that then produce other actions or 'events'. It can do a 'click' do something but NOT on the same page necesarrily. Usually you trick it to open a new form for a 'drill through' or use javascript to trick it to do a cheap man's version of hover over reporting by opening a form when you click.
To continue off of one it is this way on default behaviors of values of parameters and passing them down. Everything with SSRS is made to happen once at execution and then anything else happens to leave the form, not stay there.
Saying all that I still like SSRS better. It tends to handle large datasets when PRESENTING them better. Not necessarily all the time at getting them as the PowerView optimizes the set locally but at the expense of huge excel files. Sort of like psuedo cubes. They are fast, but you have a big file size for that expense. But with a lot of data they tend to be clunky as they are Excel based. Yes the query at the end will return faster but you have a huge file. When in reality if you are skilled at SQL SERVER you could be creating a Report Warehouse that is well indexed off of metrics and a cube as well to do this stuff for MANY REPORTS. SSRS is more for developers of TSQL, versus PowerView is more for analysts that know a little SQL but love Excel. They want a 'Select * from (table)' and then form the data, not they know how to do advanced groupings on their set first and then want to present a finished product to someone.
To answer your questions one-by-one:
What's better in SSRS 2012 without PowerView(ie without using Sharepoint)?
In "native mode" SSRS, i.e. a non-Sharepoint installation, there's not an awful lot of new stuff. The renderer now supports Word/Excel 2007-2010 format (i.e. DOCX, XLSX) output and the addition of native mode Data Alerts seem to be the only real difference to 2008 R2.
What's new in SSRS 2012
What edition of SharePoint you need to make PowerView work for SSRS 2012?
Unfortunately, you need SharePoint Enterprise Edition.
Does it make sense to learn and use Sharepoint if you can barely utilize the pluses of SharePoint or PowerView instead of SSRS 2008 or SSRS 2012 without PowerView/SharePoint?
If you are only looking at SharePoint to host/share PowerView and SSRS, it's definitely not worth the investment, in my opinion. There are other alternatives now that are much more accessible to smaller organisations, or those who don't want to invest heavily in SharePoint infrastructure.
PowerView is built in to Excel 2013, which allows users to build their own PowerView reports. Until recently though, there was no way to share these other than passing the Excel files around. However, Microsoft have now released the preview of Power BI, which is an Office 365 based BI platform, essentially providing SMEs with a cheaper and easier alternative to setting up a SharePoint server, and allowing self-service BI. It enables users to upload their Excel files containing PowerViews and share them with their organisation. You can also share other creations, such as Power Query projects, and internal data sources. All without an on-site SharePoint installation.
If you really want to try out PowerView, I'd suggest getting yourself a trial of Excel 2013, or sign up to the Power BI preview and give it a shot. Personally, I wouldn't recommend upgrading to 2012 purely to upgrade your SSRS installation, the new native mode features aren't really worth the cost/effort. If you're looking at upgrading the rest of your infrastructure though, (SQL, SSAS, SSIS) then it's definitely worth doing.
also wanted to add that if your deploying from VS to sharepoint directly; you versions have to be close together i.e. 2008 ssrs on sharepoint 2009 etc. You may not be able to deploy a rdl built in 2008 on sharepoint 2012,13. We had similar issues at one of my previous projects.

Publish Infopath Form MANUALLY to Sharepoint

Is there a way to publish Infopath form manually? I have an infopath form that I created for sharepoint on a computer. Now, I want to move that xsn file to another dev computer where sharepoint is installed but no infopath. So, I cant use the infopath publish options. Is there a way to MANUALLY PUBLISH?
What I have tried so far is to open the xsn file and read the xsf file. That did not work.
Can someone please help me out?
Thanks,
Moving my comment to answer.
First, I did not understand what "MANUALLY" did mean... but forgot to ask.
My personal belief (from never ever sufficient experience) is that it is impossible to manually substitute the publishing (which is being done from Infopath Designer).
And the latter is proprietary undocumented about full details procedure dependent on sharepoint internals (with the latter also being proprietary and closed information).
Might be somebody else has another opinion.
Well, you can try... and report here back.
Update:
There are development suites (IDE, frameworks, extensions) where you can develop all from the scratch or use open source libraries, extensions (like .NET, MS SQL Server Business Intelligence) and the approaches where you should follow what is precompiled and closed for meddling like Sharepoint and Infopath.
There are pro and contra in both.
In any case one should analyze and balance business requirements.
Anyway, I was a little puzzled by situation when you do not have Infopath installed on client machine.
In this case, you can use Infopath forms only through Infopath Forms Services of Sharepoint Server which is enterprise and rather expensive feature.
If you (or your client have it), then Infopath (which is part of Microsoft Office suite) is usually already bundled into all Microsoft plans or packages having enterprise Sharepoint server.
There is also Office 365 (Sharepoint Online) 30-day free trials with all bundled.
Here is comparison of plans and prices.
When mine expired, I was getting warnings and proposals to buy but really continued to have access for more 4 months before my access was really cut.
It is a marketing bluff that Infopath is easy. It is easy to start by clicking a few buttons and generate something ready but this easiness pays off dearly if you will be required to do something more flexible, customizable and/or not reqadily provided OOTB (very frequently used term in Sharepoint and Infopath, Out-Of-The_Box) in Sharepoint and IP when it happens that it is more difficult, more time consuming and more involved then using development from scratch approaches

Getting Started With SharePoint and InfoPath 2010

I am a .Net developer and I need to get started with SharePoint 2010 and InfoPath 2010 for a new project.
I believe I don't want too much SharePoint just the basic configuration and how to host an InfoPath form there. For InfoPath I need to know how to design forms and program it using VS2010.
I appreciate if you can provide me with some links/books to get started with SharePoint and InfoPath (with more emphasis on InfoPath development).
Edit
I really need some personalized advice instead of an entire website to surf. I will be totally lost like this.
As John alluded to - the path to learning really depends on your project needs.
My recommendation would be to learn InfoPath first. You don't need SharePoint and you don't even need Visual Studio to utilize the majority of InfoPath. You might be able to accomplish your goals right there without even delving into anything else.
If that is not enough start looking at the other things. You will need advanced programming (Visual Studio) if you are trying to customize the form experience for the user, adding functionality that is not available directly in InfoPath. Start looking down this path if you run into roadblocks with how you want your InfoPath form to work.
You will need SharePoint if you need a delivery mechanism, forms storage, tracking for the users. Start looking down this path if the forms start being complicated to manage on a file share (or if you need extra functionality like change tracking etc).
In general - start with Infopath and progress to the other things based on your needs. Programming is for the form (singular) experience, SharePoint is for the forms (plural) experience. Note also that they are not mutually exclusive - usually you end up needing both.

Can two or more people edit an Excel document at the same time?

I have a SharePoint 2010 site with a document library for storing Excel files. If someone is editing an Excel file (using stand-alone Excel, not Excel services), everyone else will be forced to open the file read-only until the first person is done editing. Is there a way around this? What I want is to allow two or more people to be able to edit the file at the same time. Also, I don't want people to overwrite each other. Instead, I'd like SharePoint to merge their changes. Is this possible in SharePoint 2010?
No, sadly:
The Excel 2010 client application does not support co-authoring workbooks in SharePoint Server 2010. However, the Excel client application does support non-real-time co-authoring workbooks stored locally or on network (UNC) paths by using the Shared Workbook feature. Co-authoring workbooks in SharePoint is supported by using the Microsoft Excel Web App, included with Office Web Apps
From Co-authoring overview (SharePoint Server 2010)
...and not for SharePoint 2013 either. Though it works for pretty much all other Office documents. Go figure.
The new version of SharePoint and Office (SharePoint 2010 and Office 2010) respectively are supposed to allow for this. This also includes the web based versions. I have seen Word and Excel in action do this, not sure about other client applications.
I am not sure about the specific implementation features you are asking about in terms of security though. Sorry.,=
Here is a discussion
http://blogs.msdn.com/b/sharepoint/archive/2009/10/19/sharepoint-2010.aspx
Yes you can. I've used it with Word and PowerPoint.
You will need Office 2010 client apps and SharePoint 2010 foundation at least.
You must also allow editing without checking out on the document library.
It's quite cool, you can mark regions as 'locked' so no-one can change them and you can see what other people have changed every time you save your changes to the server. You also get to see who's working on the document from the Office app. The merging happens on SharePoint 2010.
Unfortunately, the file must be locked for updates unless you're using Office 2010 and SharePoint 2010 together. This means that only one user per time can edit a file. The locking and version tracking capabilities of SharePoint are excellent, and this makes it a great tool for the type of collaboration you're talking about, but you would have to split documents into multiple files in order to extend the amount that could be edited at a time. For instance, we sometimes unmerge documents into technical, requirements, and financials sections so that the 3 experts required for the review can work concurrently. We then merge when everyone is finished.
yes if it is SharePoint 2010 and above by using the Office feature co-authoring

What is Microsoft SharePoint? [closed]

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I have heard that Microsoft SharePoint was used by many companies. Could someone tell me briefly what is SharePoint and why is it popular?
What is SharePoint?
The latest version of Microsoft SharePoint software is really two different products:
Windows SharePoint Services is a free download for Windows Server. In the latest version, known as WSS v3, collaborative web sites templates include basic blog and wiki services along with list templates for Image Libraries, Document Libraries, Contact lists, Calendars, Tasks and much more.
Microsoft Office SharePoint Server 2007 or MOSS for short is built on Windows SharePoint Services. As a member of the Office Server product platform, it leverages the Microsoft Office client software to provide content on the web. Integration with Word, PowerPoint, Excel, Access and InfoPath provide rich web content from familiar content creation tools.
Why is it so popular
File Sharing
SharePoint originally became popular because it was an easy way to share documents on the web. Many organizations that adopted SharePoint in the 2003 versions capitalized on the ability to upload documents to Document Libaries and share those documents with others.
Company Extranets
One great example of this web based sharing, is a company extranet where users are not all in one location or authentication domain. Using form based authentication, accounts can be created for people across physical and company boundaries. By allowing one place for shared documents around a task rather than a corporate entity, SharePoint goes way beyond the common file share.
Content Management
There are plenty of other Content Management Systems, but MOSS incorporated the functionality of the previously name Microsoft Content Management System which itself often cost more than MOSS alone.
Search Search is greatly improved in SharePoint 2007 technologies. Search results are security trimmed, relevant and performant unlike the previous 2003 version. Bad search in SharePoint 2003 products lead to a lot of dissatisfaction with the product.
what is sharepoint
Sharepoint is really two different technologies: Windows Sharepoint Services (WSS) and Microsoft Office Sharepoint Server (MOSS). WSS is free and it comes with Windows Server 2003. MOSS isn't free.
WSS provides lots of out of the box functionality for managing documents and projects online. It manages documents in "document libraries." These are folders with permissions and different views of your documents. Projects, tasks, issues, or any tabular data, is managed in lists. Lists are similar to document libraries. They have permissions and views as well. It provides some simple search as well.
MOSS provides a better search (it's supposed to at least). It also has more publishing capabilities (WSS doesn't). And you have more control over page layouts. It's meant more for internet style sites while WSS is more for intranet sites.
and why is it popular?
WSS is popular partly because its free and partly because it just does so much out of the box. You can solve many common office requests with WSS. Stuff like issue trackers, project management and document management are trivial in WSS. That said, its a jack of all trades - good at many, master of none.
MOSS is probably less popular because its not free and having used it for a year, I don't see as much value in it as WSS. Search isn't that great. It does do a good job of creating a company directory.
I've been working with SharePoint since v.1 and I could tell you that SharePoint is a:
Document management server
Web content management server
Portal solution
Search engine
List-based repository
Collaboration site
Replacement for file shares
etc etc...
...but if I have to summarize in one sentence what SharePoint is I would say:
Sharepoint is Microsoft's Web OS.
That's real the secret of its success. Many people imagined the Web OS as something like these. A Web OS is not something that is meant to look like a desktop OS. A Web OS should be a WEB PLATFORM in which all sort of applications can be built on and users are able to collaborate with.
Think of SharePoint as the 2.0-era version of Windows :-)
Previous answers describe what sharepoint is, but don't do a good job describing why it's popular. Yes, it gives you all that neat doc-management stuff out of the box. Yes, it integrates tightly with Office.
The OOB features are 1/10th of the whole story. Sharepoint exposes a comprehensive .Net object model that lets you customize the thing to your hearts content. People are coding amazing things with MOSS 2007. With the object model, you can build and customize sites via code, in response to external events. You can write custom "web-parts" (controls hosted on special pages) that consume both internal (sharepoint) and external data.
Check out Sharepoint Blogs to see what people are doing with it.
Very good points so far but I'll try my best to add something. :)
SharePoint is not just 2 technologies. It is a set of products and technologies brought together by Microsoft into one immense product that comes in 2 flavors. The 2 flavors are Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS). MOSS does come in standard and enterprise.
[Some of the technologies used in SharePoint: Windows Workflow Foundation, ASP.NET, Web Parts, XML (included XPath, XSLT, etc), SQL, Web Services - to name a few I can think of off the top of my head]
No matter the version you choose, SharePoint allows for web-based capabilities to allow users to create, organize, distribute, and maintain information. Because of this, the most common uses for SharePoint sites are intranets and project/team sites.
SharePoint also has incredible possibilities as an application platform. Looking at the web part and workflow pieces alone you can begin to realize the potential. For example, automation of authorization processes within an organization can quickly be developed without any code using SharePoint Designer. (FYI: more complex workflows would require Visual Studio but many simple workflows can be designed using the point and click functionality of SharePoint Designer)
While MOSS only extends upon the WSS, it does add a large amount of functionality that can be very important and useful to a business. Some of the more important features available in MOSS and not in WSS are: records management, document retention and auditing policies, browser based forms (InfoPath forms without installing InfoPath on client machine), and some of the business intelligence capabilities. Amazingly we're seeing interest in the social networking features of MOSS too. (easy to read list of features not in WSS that MOSS has)
Why is SharePoint used? I was doing some research not to long ago on this exact subject and I found a research study that cited 5 key benefits:
Ease of information access
Streamlined internal communication
Increased end-user productivity
Optimized document management practices
IT time savings
Sorry if that turned into a bit of a ramble.
It's a collaboration website. All of the members on a team can update a single calendar and upload shared documents to a single repository.
I think in this case Wikipedia have it right
Windows SharePoint Services (WSS) is the basic part of Microsoft SharePoint, offering collaboration and document management functionality by means of web portals, by providing a centralized repository for shared documents, as well as browser-based management and administration of them. It allows creation of Document libraries, which are collections of files that can be shared for collaborative editing. SharePoint provides access control and revision control for documents in a library.
In a nutshell Sharepoint is all about corporative management and collaboration features. Your company have a Windows 2003 server? Here you go. WSS 3.0 is here up and running.
SharePoint is the reason I'm considering taking advantage of a suicide booth.
In all seriousness, the rest of the answers are spot on. The differences between WSS 3.0 and MOSS 2007 commonly trip people up ("why pay for MOSS when WSS is free?" for example). SharePoint is a very complex and rich product that is integrated into other Microsoft applications, like Project Server 2007 and Team Foundation Server.
Why should you care about it? It depends. There are quite a few opportunities out there for experienced SharePoint developers and administrators. It can very quickly become the singular focus of your career if you decide to put a lot of effort into learning it.
Microsoft Office Sharepoint Server (MOSS) is a combination of two previous products, Microsoft SharePoint and Microsoft Content Management System.
It has a large number of features out of the box that are very desirable for any single system, including hosting files with customisable metadata. Page and file publishing that is enabled for end users, excellent search... the list goes on.
Essentially it is designed to enhance and organisations collaboration activities across the entire enterprise, leveraging the organistations existing Office application to create an enterprise system.
Sharepoint, MS OFFICE proxy circa 2003...
remember when you emailed a copy of that word doc out to the whole company, that's what sharepoint is for, but apparently you missed the introductory gotomeeting training course.

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