Pro Project Management with SharePoint 2010

Prelim......Page 1
Contents at a Glance......Page 6
Contents......Page 7
About the Author......Page 18
About the Technical Reviewer......Page 19
Acknowledgments......Page 20
About This Book......Page 21
Implementation......Page 22
Postproduction Phase......Page 23
Requirements......Page 25
Creating a Project Management Site......Page 27
Defining Functional Areas......Page 28
Defining the Content Type......Page 29
Creating the Functional Areas List......Page 31
Defining the Requirements......Page 33
Functional Area......Page 34
Requirement Type......Page 36
Additional Columns......Page 37
Defining the Content Type......Page 38
Creating the Requirements List......Page 40
Defining the All Items View......Page 41
Adding Requirements......Page 42
Summary......Page 43
Understanding SharePoint’s E-mail Capability......Page 45
Installing the SMTP Server Feature......Page 46
Starting the SMTP Service......Page 48
Configuring the SMTP Server......Page 49
Configuring SharePoint......Page 50
Using Advanced Mode......Page 51
Creating the Incoming Requirements Document Library......Page 53
Enabling Incoming E-Mails......Page 54
Handling Attachments......Page 56
Adding a Workflow......Page 57
Associating the Approval Workflow......Page 58
Completing the Initiation Form......Page 61
Completing the Approval Task......Page 62
Summary......Page 63
Prioritizing Requirements......Page 65
Adding Factors......Page 66
Adding a Factor......Page 67
Adding Additional Factors......Page 69
Calculating the Overall Score......Page 70
Adding a Calculated Column......Page 71
Modifying the View......Page 72
Adding the Required Flag......Page 73
Sorting the View......Page 74
Adding a Lookup Column......Page 75
Adding a Dependency......Page 76
Summary......Page 77
Adding the Requirement Discussions List......Page 79
Handling Deleted Records......Page 81
Adding a Discussion......Page 82
Using the Discussion Feature......Page 84
Combining Lists......Page 87
Adding a Web Part......Page 88
Defining the Connection......Page 89
Testing the Display Form......Page 90
Creating a New Web Page......Page 92
Adding a Page to the SharePoint Site......Page 93
Adding a Related List......Page 94
Configuring the Outlook List......Page 96
Posting a Reply......Page 98
Summary......Page 100
Managing Development......Page 101
Defining User Stories......Page 103
Describing User Stories......Page 104
Implementing User Stories in SharePoint......Page 105
Defining Themes......Page 106
Creating New Site Columns......Page 107
Defining the Story Priority Column......Page 109
Defining the Story Points Column......Page 110
Defining the Story Requirements Column......Page 111
Creating the User Story Content Type......Page 112
Creating the User Stories List......Page 114
Defining the View......Page 116
Modifying the New Form......Page 117
Summary......Page 121
Using Iterations......Page 123
Defining the Project Backlog......Page 124
Adding Site Columns......Page 125
Creating the Iteration Content Type......Page 127
Creating the Iteration List......Page 128
Creating a Site Column......Page 130
Modifying a Content Type......Page 133
Enhancing the Iteration Form......Page 134
Adding User Story Details......Page 136
Creating the Story Risk Column......Page 137
Modifying the User Stories List......Page 138
Adding a View Filter......Page 139
Specifying the Content......Page 140
Summary......Page 141
Defining Iteration Tasks......Page 143
Handling Issues......Page 144
Creating New Site Columns......Page 145
Creating the Base Content Type......Page 148
Creating the Iteration Task Content Type......Page 149
Creating the Remaining Content Types......Page 150
Modifying the Default View......Page 151
Adding Tasks......Page 153
Adding Defects and Issues......Page 154
Creating an Iteration Backlog View......Page 157
Enhancing the Iteration Form......Page 158
Summary......Page 160
Using Burndown Charts......Page 163
Using a Project Burndown......Page 164
Implementing an Iteration Burndown......Page 165
Defining the Iteration Burndown Stats List......Page 166
Creating the Iteration Burndown Content Type......Page 167
Creating a Datasheet View......Page 168
Creating Iteration Views......Page 170
Adding New Views......Page 171
Customizing the New Form......Page 172
Creating a Web Part Page......Page 177
Building the Web Page......Page 179
Enabling the Enterprise Features......Page 181
Adding the Chart Web Part......Page 182
Configuring the Chart Data......Page 184
Adding a Connection......Page 185
Displaying the Portal Page......Page 186
Collecting Data Points......Page 187
Modifying the Project Backlog View......Page 189
Adding a Project Page......Page 190
Summary......Page 191
Testing......Page 193
Creating a Document Library......Page 195
Providing Version History......Page 197
Viewing Library Documents in Office......Page 200
Organizing Documents in Folders......Page 202
Customizing Your Library......Page 203
Using Calendars......Page 204
Organizing Links......Page 206
Putting It All Together......Page 207
Summary......Page 209
Glossary......Page 211
Traceability......Page 212
Organizing Test Scenarios......Page 213
Creating a Test Areas List......Page 214
Adding Site Columns......Page 215
Creating a Content Type......Page 216
Creating the List......Page 218
Adding Test Scenarios......Page 219
Creating the Site Columns......Page 221
Creating the Content Type......Page 222
Creating the Test Cases List......Page 224
Adding Test Cases......Page 225
Creating a Data Entry View......Page 226
Creating a Test Scenarios Page......Page 227
Summary......Page 230
Review......Page 231
Test Items......Page 232
Agile Testing......Page 233
Implementing Test Cycles......Page 234
Creating the Test Status Site Column......Page 235
Creating the Test Cycle Content Type......Page 236
Modifying the Test Cycles Views......Page 237
Adding a Test Cycle......Page 238
Creating Additional Site Columns......Page 239
Creating the Test Items List......Page 241
Creating a Visual Studio Project......Page 242
Defining the Workflow......Page 247
Implementing the Workflow Logic......Page 248
Deploying and Running the Workflow......Page 251
Adding a Web Part Page......Page 253
Performing the Tests......Page 255
Modifying the Iteration Defect Content Type......Page 256
Adding the Workflow Logic......Page 258
Modifying the Iteration Backlog......Page 261
Summary......Page 262
Review......Page 263
Quality Metrics......Page 264
Initial Quality......Page 265
Analyzing Defect Source......Page 266
Adding the Defect Properties......Page 267
Adding the Totals Columns......Page 268
Adding the Calculated Columns......Page 269
Modifying the Lists......Page 271
Modifying the Test Items List......Page 272
Modifying the Test Cycles List......Page 273
Modifying the Iterations List......Page 274
Reusing the Chapter12 Project......Page 275
Modifying the InProgress Block......Page 278
Adding the Completed Block......Page 282
Running the Workflow......Page 285
Creating Another Test Cycle......Page 287
Adding Defect Source Analysis......Page 290
Creating the Defect Source List......Page 291
Creating a Lookup Column......Page 292
Creating a Group By View......Page 293
Summary......Page 294
Postproduction......Page 297
Human-Centric Workflows......Page 299
State Machine Workflows......Page 300
Defining the States......Page 301
Defining the Workflow Tasks......Page 302
Using the Tasks List......Page 303
Adding an Active State......Page 304
Defining Resolution Types......Page 305
Adding Site Columns......Page 306
Creating the PM Issue Content Type......Page 308
Creating the Issues List......Page 310
Creating the Site Columns......Page 311
Modifying the Workflow Task Content Type......Page 314
Creating the Content Types......Page 316
Adding the Content Types to the Tasks List......Page 318
Summary......Page 319
Creating the Workflow Project......Page 321
Configuring the Workflow Project......Page 322
Understanding Workflow States......Page 325
Initialization and Finalization......Page 326
Substates......Page 327
Setting Up the Workflow......Page 328
Initial and Final States......Page 329
Adding the Remaining States......Page 330
Implementing the Event Handlers......Page 331
CreateTask MethodInvoking Event......Page 332
OnTaskChanged Events......Page 334
Adding the Event Handlers......Page 335
State Initializers......Page 339
Remaining Events......Page 340
Initializing the New State......Page 341
Correlation Tokens......Page 342
Specifying the Content Type......Page 343
IfElseActivity......Page 344
Defining Declarative Rule Conditions......Page 345
Initializing the Resolved State......Page 349
Initializing the Waiting State......Page 350
Designing the Initial State......Page 351
Designing the New State......Page 352
Designing the Assigned State......Page 355
Using the UpdateTask Activity......Page 356
Designing the Active State......Page 358
Designing the Resolved State......Page 359
Designing the Waiting State......Page 361
Configuring the Workflow......Page 364
Adding an Association Form......Page 365
Using the Association Data......Page 367
Associating the Workflow......Page 368
Testing the Workflow......Page 370
Summary......Page 376
Connecting to SharePoint......Page 379
Modifying the Form Layout......Page 383
Publishing the Form......Page 386
Testing the Custom Form......Page 387
Creating the Remaining Task Forms......Page 388
Creating a Custom Issue Form......Page 390
Changing the Control Type......Page 391
Handling Date and Time Picker Controls......Page 392
Handling Person/Group Picker Controls......Page 393
Changing the Labels......Page 395
Testing the Form......Page 396
Summary......Page 398
Epilogue......Page 401
¦A......Page 403
¦B......Page 404
¦D......Page 406
¦F......Page 408
¦G......Page 409
¦L......Page 411
¦M......Page 412
¦ ¦N O......Page 413
¦P......Page 414
¦R......Page 415
¦S......Page 417
¦T......Page 419
¦U......Page 421
¦V......Page 422
¦XYZ......Page 423