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For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 1 c Contracting | Solutions | Results Access Services in SharePoint 2010

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Page 1: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 1 •c

Contracting | Solutions | Results

Access Services in SharePoint 2010

Page 2: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 2

Session Objectives

&

Assumptions

Page 3: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 3

Agenda

About CEI

Access client application benefits and challenges

Access Services – Introduction

Demo

Access Services – Benefits and challenges

Object Mapping

Salient features

Demo

Rollout guidelines

Page 4: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 4

CEI Fast Facts

• IT Services Provider since 1992 • $30M revenues • 300 employees • Clients nationwide

– Over 60% of the Fortune 50 – Focus on PA, OH, Mid-Atlantic

• US based with offshore offices – PA, CA, IN, VA, MD, DC, CT, NY,

NJ – Chennai, India

• Focus on Quality

5

• NMSDC Minority Certification

• Areas of Expertise

• Industry Recognition

Page 6: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 6

CEI’s Microsoft Practice

• 9 Total Competencies – Application Lifecycle Management – Application Integration – Portals and Collaboration – Web Development – Software Development – Mobility – Content Management – Business Intelligence – Digital Marketing

• Deployment Planning Services Authorized Partner – SharePoint – ALM / TFS – Azure

• Azure Circle Partner

Page 7: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 7

Microsoft Practice: Our People

• Vice President of Delivery–Mike Snell

– 15+ years of experience

– Microsoft Regional Director (RD)

– Published Author, 7 titles

• Microsoft Solutions Director–John Petersen

• 15+ years of experience

• Microsoft Most Valuable Professional (MVP)

• Published author, blogger, and public speaker

• Deep team of thought-leaders / experts

– ALM Ranger’s: Brian Minisi, Leonard Woody, John Petersen

– Sr. Architect: Jason Agostoni

– SharePoint Architect: Steve Johnston, Mike Kalpas

– .NET Architect: Geoff Tewksbury

– And many other certified technology specialists …

• Diverse architect-developers

– Multiple years experience delivering consulting

– Certified MCAD, MCPD, or MCSD

– Trained in the latest technologies

– Experience on large complex projects (including commercial software)

Page 8: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 8

About Me

Over 12 years of IT experience Architecting, designing & Implementing Web based and desktop solutions Over 5 years of expertise in SharePoint 2007, 2010 MCSD, MCTS & MCP certified Contact: – Email: [email protected] – Blog: http://gauravmahajan.net – LinkedIn: http://www.linkedin.com/pub/gaurav-

mahajan/b/832/433 – Twitter:@mahajang

Page 9: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 9

Access Client

Advantages Easy to use end user & information worker tool

Familiar UI Wizards No database experience needed

Very low cost – generally no separate license Switch between data and design view within the same app Lots of everyday use templates Connectivity to multiple sources (advanced)

Limitations Not meant for multiple users Single file application Maintaining non-centralized copies

Page 10: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 10

New capability in SharePoint 2010

Host your Access applications

Goodness of the client

Benefits of a Web based deployment

Enter Access Services

Page 11: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 11

Prerequisites

SharePoint Enterprise/ SharePoint Online/ Hosted Solution(s)

Services/ features

SSRS/ SSRS add-in for SharePoint

Page 12: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 12

Converting to a web database

Make database web compatible Run the Compatibility Checker “Web Compatibility Issues” table Does not catch all exceptions

Create Web DB Import existing objects Add new web objects

Publish to Access Services Catches additional issues (invalid expressions) “Move to SharePoint Site Issues” table

Page 13: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 13

Sample Access SIG Database

access_sig table

A couple of queries

frmAccessSIG form

Page 14: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 14

Demo Converting to a Web DB

Page 15: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 15

Benefits

Easy to get started

All the benefits of a web based solution

Better concurrent data modification capabilities

Automatic auditing and versioning

Full integration with the Access client Web objects stored and executed online

Client only objects stored online

Security handled through SharePoint permissions

Available web templates (Assets, Charitable Contributions, Contacts, Issues, Projects)

Page 16: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 16

Limitations

Web and Client object types cannot be inter-converted Design changes still through the client Missing SharePoint features & capabilities

Ignores branding SharePoint Site columns/ content types etc., No support for SharePoint designer No Site Actions/ Site Settings menu by default

Missing Access features & capabilities Design view Tables linked to external data Composite keys / non-numeric keys Union / Crosstab Queries http://www.microsoft.com/en-us/download/details.aspx?id=19061

Page 17: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 17

Object mapping

Access 2010 Access Services 2010

Database Site

Table List

Query System Table Entry

Form System Table Entry & rendered using Web parts

UI Macro System Table Entry & rendered using JavaScript

Data Macro System Table Entry & Workflows

Report System Table Entry & RDL file

Page 18: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 18

Security Maintained online as well as the client 3 levels Users with Read access can still download a copy

Offline capabilities Automatic Synchronization

Access syncs data changes to SP when online SP syncs data changes to Access when online Offline mode data changes resolved & synced when online Design changes using “Sync All”

Auditing & Versioning Item level alerts Concurrency & conflict resolution & warning Browser compatibility

Salient features

Page 19: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 19

Demo Salient features

Page 20: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 20

Rollout guidelines Perform capacity and hardware planning Plan for security: user ↔ role mapping Establish guidelines & governance:

Ready reference for deciding between pure Web vs. Hybrid Converting existing applications

Transition legacy databases to Access 2007/ 2010 Run the Web Compatibility Checker, make updates and repeat the process Move incompatible data to a separate tables/ database and redesign these tables over time

Designing new web compatible applications Setting up development guidelines & best practices Common UI design Common application/ data parts Strategies for overcoming the limitations of Access web databases

Controlled incremental updates and design changes

Pilot with sample representative application(s) Revisit & refine the plans

Page 21: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 21

References

http://blogs.office.com/b/microsoft-access/ http://technet.microsoft.com/en-us/library/gg750249.aspx http://technet.microsoft.com/en-us/library/ee748653.aspx http://technet.microsoft.com/en-us/library/gg440600.aspx http://www.microsoft.com/en-us/download/details.aspx?id=19061 http://nikspatel.wordpress.com/2010/08/13/all-you-need-to-know-about-the-access-services-2010/ http://blogs.office.com/b/microsoft-access/archive/2010/02/20/tips-to-migrate-legacy-databases-to-sharepoint-and-the-web.aspx http://www.mattjimison.com/blog/2011/09/21/introduction-to-access-services/

Page 22: Access Services in SharePoint 2010 - WordPress.com€¦ · – SharePoint Architect: Steve Johnston, Mike Kalpas – .NET Architect: Geoff Tewksbury – And many other certified technology

For Discussion Purposes Only | © 2012 CEI, www.ceiamerica.com Contracting | Solutions | Results 22

Thank You!!!