Creating a SharePoint App with Microsoft Access Services No-code solutions Dutch Information Worker User Group : #DIWUG Penelope Coventry 1 Speaker Bio • • • • • • • Independent Consultant Microsoft MVP SharePoint Server MCSE: SharePoint 2013 Author/Co-author of 10+ SharePoint Books Trainer Worked with SharePoint since 2001 Based in UK, work in Europe & US • Blogs/Web Site • o http://www.sharepointdesignerstepbystep.com/ Twitter: @pjcov 2 Agenda 3 Agenda 4 Enterprise Forms in SharePoint 2013 5 InfoPath 2013 6 Access 2013 7 Agenda 8 • • Two methods of creating Access web-based solutions Access web database – SharePoint Server 2010 o o o o o o Supported in SharePoint Server 2013 Cannot be created using Access 2013 SharePoint site Access tables -> SharePoint lists Forms / Reports -> web pages Cannot be automatically converted to an Access web app Access web apps – new in SharePoint Server 2013 9 • The Access 2013 mission Quickly create business value with server-based apps o o o o App Templates & Table Templates Maintain existing desktop databases & import data App Experience without code Apps for SharePoint in a browser 10 • • • Access 2013 Web Apps New App Experience o o Simplified design experience Polished, consistent results SharePoint deployment SQL back-end SQL Database SharePoint Web Applications 11 • • • • • • • • What is an Access web app? SharePoint apps Can be deployed to SharePoint Store Data and Access objects saved to it’s own SQL Server database Tables directly accessible Cannot create or initiate SharePoint workflows on Access app data No unique permissions at the table or row level Access app data not automatically indexed by SharePoint search engine Do not support Visual Basic (VB) programming language 12 Agenda 13 Access Desktop v Access App • • • • • Desktop “classic” solutions 20 years old Very popular Easy to create poor apps Client machine deployment required Solved business needs • • • • • • • • • Access App Web/SharePoint applications Data lives in SQL 2012 Access client only needed for designing applications Central access control Security Sharing Scaling up Standard Professional UI No code 14 Agenda 15 • • • • User Interface Access generates UI Runs entirely in the browser o Forms are HTML & JavaScript o No server-side rendering or processing Seamless SharePoint integration, including Themes Limited customizations o Prevent non-designers from hurting themselves o Enables improvements, more form factors 16 User interface model 17 Demo WORKING WITH AN ACCESS APP 18 Agenda 19 How does it work? 20 • • Access 2013 App Templates Jump-start the creation of Access apps Templates: o o o o o o Custom web app* Asset tracking Contacts Issue tracking Project management Task management * Only template Access app template available when you first start Access. Others only available when connected to the internet. 21 Access app templates available over the Internet Template name Description Tables Views Asset Tracking Track equipment used by your business and assigned to employees. Assets, Categories, Employees List, Datasheet, By Category, By Group Contacts Manage individual and corporate Contacts relationships. Issue Tracking Record issues related to your business, associate them with customers, and assign them to employees Manage projects by Project breaking work items into tasks, Management associating them with customer, and assigning them to employees. List, Datasheet, By Group Issues, Customers, Employees, Issue Comments, Related Issues List, Datasheet, By Status, By Group Projects, Employees, Customers, Tasks List, Datasheet, By Status, By Group, 22 • • Access to SQL Server object mapping Access table* = SQL Server table Access data types = SQL Server data types o Text fields => nvarchar o Number => decimal, int or float o Image => varbinary (MAX) * Access provides table templates (nouns). You can also create linked tables to display data from SharePoint lists including external lists. For each table, two views are automatically generated: List and Datasheet. 23 • • • • • • Queries Use when users extensively use the same filters, sorts or column hiding Combine related tables Perform calculations Summaries Automatically apply changes Created as SQL Server o Views o Table-valued function (TVF) 24 • • • • Macros Miniature program Stored in Access app Automate common tasks Two types: o User Interface • • • Navigation to another view Showing or hiding controls Attached to command buttons or combo boxes o Data macros • Implement business rules at data level 25 • • • Permissions Inherited from the site where the app was created Solution creators => Full Control Consumers o Create, update, delete data => Contribute o View => Read 26 Demo BUILDING AN ACCESS APP 27 Agenda 28 • • • • • • Advantages of Access Services Centralize data/administration/security End-user created Professional interface Usage monitoring App Store Upgrade path? 29 Agenda 30 Every you need for Access Services is in Office 365 • • • • • SQL (Azure) Security Identity Access control Redundancy/Backup 31 On-premise Access Services SharePoint Server 2013 Web Servers Application Servers Office Web Apps Server SharePoint Content databases Access Web Apps databases SQL Server 2012 SP1 (Mixed Mode - SQL Server authentication and Windows authentication) SQL 2008 R2 SQL 2012 32 Finding the SQL database name 33 Agenda 34 • • • • • Review Most Organizations have Access desktop databases Access app = central control Self Service – Reduce IT Workload Office 365 has Access Services Need Enterprise Client Access Licenses to use Access Services on-premise 35 Questions? 36 • • • • Resources Changes in Office 2013 o Comparison of services: Office 365, Standalone and On-premise o o http://blogs.office.com/b/microsoft-access/ Discontinued features and modified functionality in Access 2013 http://office.microsoft.com/en-us/access-help/discontinued-features-and-modified-functionality-in-access-2013HA102749226.aspx Installing Access Services on-prem o http://www.microsoft.com/en-us/download/details.aspx?id=30445 Add custom actions to the Action Bar o http://office.microsoft.com/en-us/access-help/add-custom-actions-to-the-action-bar-HA102840216.aspx?CTT=1 Moving and backing up your Access 2013 web apps o http://blogs.office.com/b/microsoft-access/archive/2012/09/27/moving-and-backing-up-your-access-2013-web-apps.aspx Add apps to the App Catalog o http://technet.microsoft.com/en-us/library/fp161234.aspx#AddApps Add apps to a SharePoint 2013 site o http://technet.microsoft.com/en-us/library/fp161231.aspx Visualize your Access 2013 web app data in Excel o http://blogs.office.com/b/microsoft-access/archive/2013/01/22/visualize-access-data-in-excel.aspx The Access Show: Developing Access 2010 Hybrid Apps o • http://technet.microsoft.com/en-US/library/jj819267.aspx Access Team Blog o • • • • • • • http://technet.microsoft.com/en-us/library/cc178954.aspx http://blogs.office.com/b/microsoft-access/archive/2010/07/20/the-access-show-developing-access-2010-hybrid-apps-with-dickmoffat.aspx Creating Access web databases with Access 2010 and Access Service o http://msdn.microsoft.com/en-us/library/ff402351(office14).aspx 37