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SharePoint Design & Development


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This recent presentation was given by myself and my colleague Mark at a UW

This recent presentation was given by myself and my colleague Mark at a UW

Published in: Technology, Business

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    • 1. SharePoint Design and Development ConsiderationsJonathan Schultz – Enterprise Portals ConsultantMark Lezotte – Director, Online Marketing Services Skyline Technologies, Inc. 10-13-2011
    • 2. Today’s Agenda• Team Structure• Designing Sites for SharePoint• UI Development in SharePoint• SharePoint Developer Skills• Development Environment• SharePoint Development• Execution Models• Logging and Tracing• Deployment• Resources
    • 3. Experience with SharePoint• Experience with 2003 and Content Management Server• Enterprise Portals Practice - 2006• Online Marketing Practice - 2006• Public sites on 2007 and 2010 platforms• Portals on 2003, 2007, 2010 platforms• 100’s of intranet projects
    • 4. Team Structure - Then• Project Manager / SharePoint Analyst – Project Manager / Business Analyst – SharePoint Configuration / Training• SharePoint Systems Engineer / SharePoint Analyst – Install SharePoint – SharePoint Configuration / Training – Site skinning• Software Engineer – Web part development
    • 5. Team Structure - Now• Project Manager• Creative Designer• SharePoint Systems Engineer• SharePoint Software Engineer• SharePoint Business Analyst• SharePoint UI Developer•
    • 6. Matrixed Organization
    • 7. Matrixed Organization - Core Team• Project Manager• SharePoint Systems Engineer• SharePoint Software Engineer• SharePoint Business Analyst• SharePoint UI Developer
    • 8. Matrixed Organization - SharePoint SoftwareEngineer Skill Set• ASP.NET• CSS/HTML• Database Design• Web Services• Overall Experience – Pair Junior Staff with Senior Staff
    • 9. Matrixed Organization – Non-core Team• Creative / Graphic / Web Designer – Needs to understand designing for a CMS• UI Development – Know and love working with HTML/CSS/jQuery – Understand and embrace cross-browser testing• Software Engineers – They can write the core business logic – SharePoint Software Engineers complete the plumbing• Project Managers
    • 10. Intranet Project Team• Project Manager• SharePoint Analyst• Creative Designer• SharePoint Systems Engineer
    • 11. Extranet/Portal Project Team• Project Manager• SharePoint Analyst• Creative Designer• SharePoint Systems Engineer• SharePoint Software Engineer• Potential Add-ons – SharePoint UI Developer – Software Engineer
    • 12. Public Website• Project Manager – SharePoint Analyst / Trainer• Creative Designer• SharePoint UI Developer• SharePoint Systems Engineer• Potential Add-ons – SharePoint Software Engineer
    • 13. Role Development – Object Oriented Approach• Project Manager – Inherit base class of Project Manager – Inherit base class of Web Project Analyst – Inherit base class of SharePoint Analyst• SharePoint Software Engineer – Inherit base class of Software Engineer – Additional skills: SharePoint Software Engineer• SharePoint UI Developer – Inherit base class of web designer – Additional skills: SharePoint data structures
    • 14. “Purple Squirrels”• People with knowledge across many of the roles• Systems Engineer with Analyst skills• Analyst with UI skills• Project Manager with development skills• These folks are hard to find
    • 15. Designing Sites for SharePoint• Intranets• Extranets• Public Websites
    • 16. SharePoint is a CMS• Sites don’t have to be “SharePointy”• Concepts flow from other CMS platforms – DNN – Sitefinity – Etc.• Menu expansion• Flexible/liquid layouts
    • 17. UI Development – Major Consideration• Content Management – End users want full control – End users want a polished product – End users are usually not web designers – Rich-text-edits are not MS Word• Hybrid Approach – Format as much as you can prior to starting
    • 18. Master Page Page Layout Web Part Web Part Zone Content Area Web PartCan be set up to be Used to add one to editable or not- many web parts editable by user Reusable Content Content Content Editor Webpart – Other pages, jQuery
    • 19. Hybrid Approach• Place web parts in the page layout to prevent removal• Reusable Content – Ripple effect – No Update• Leverage lists & content query webparts
    • 20. jQuery and SPServices• jQuery Plug-in that allows you to makes calls the SharePoint web services and “talk” to SharePoint lists•• Javascript is stored in the Style library
    • 21. Create the List
    • 22. Save List as a Template - Optional• Go to List > Tools > List Settings• Save List as a Template
    • 23. Insert Content Query Web Part
    • 24. Edit web part and point to List
    • 25. Choose and XSLT Template
    • 26. Codeless Forms in SharePoint•• Create list – Respects required fields – Add required fields automatically – You can select other fields to add at will – Hide fields for managing the list internal• Allow anonymous access to add to the list
    • 27. SharePoint Development
    • 28. SharePoint Development Environment• Physical or Virtual Considerations – Hardware – Remote Access – Local Administration• Backup Strategy – Database Backups – Snapshots• Source Control• Challenges – Farms vs. Single Servers – User Profile Service & Active Directory
    • 29. SharePoint 2010 Local Development
    • 30. SharePoint 2010 Boot to VHD
    • 31. SharePoint 2010 Centralized Virtualization
    • 32. SharePoint Development Environment WSS 3.0 / MOSS 2007 MSF 2010 / MSS 2010Base System • Windows Server 2003 • Windows Server 2008 R2 • SharePoint or Windows 7/Vista • Visual Studio 2005/2008 • SharePoint • SQL Server • Visual Studio 2010 • SQL ServerDeveloper Tools • Visual Studio Extensions • Visual Studio 2010 for WSS (VSE WSS) SharePoint Developer Tools • SharePoint Designer 2007 • SharePoint Designer 2010 • WSPBuilder • Community Kit for SharePoint: Developer Tools (CKSDev) • Visual Studio 2010 SharePoint Power ToolsOther Products • Microsoft Office • Microsoft Office • Fiddler • Fiddler • IE Developer Toolbar • IE Developer Toolbar
    • 33. Web Part Design• Reuse, reuse, reuse…• Web Part Connections• Unit Testing – Service Locator Pattern – Model-View-Presenter (MVP) Pattern – Repository Pattern
    • 34. Web Parts vs. User Controls User Control Visual Web Part Web PartMinimized learning curve for ASP.NET developers XLightweight footprint for better performance XDesign surface for rapid development X XAutomatic packaging using features & solutions X X XConnectable to other web parts (Web Part X XConnections)Ability to add to web part pages via web UI X XSupports end user configuration & personalization X XAllows deployment to the GAC (Needs VS 2010 X SharePoint Power Tools)Available for sandboxed solutions (Needs VS 2010 X SharePoint Power Tools)
    • 35. Execution Models
    • 36. Farm Solutions• Full Trust – Deployed to GAC – Shared across Web Applications – Full Featured – Access to External Resources – Use Code Reviews to Reduce Risks• Bin/Code Access Security (CAS) – Unique to single Web Application – Limited Features & Access (based on CAS policies) – Complicated to Create
    • 37. Sandboxed Solutions• New in 2010• Easier Deployment• Solution Monitoring – Resource Points• Load Balanced
    • 38. Troubleshooting• Logging – Mainly for Administrators – SharePoint ULS logs or Event Viewer – Severity – SharePoint Logger (SharePoint Guidance)• Tracing – Mainly for Developers – SharePoint ULS Logs – Write Information Before Key Logic – Controlled in Central Admin
    • 39. Developer Dashboard
    • 40. Developer Dashboard• Turn on with STSADM Stsadm –o setproperty –pn developer- dashboard –pv ondemand (or “on” or “off”)• Add custom sections with SPMonitoredScope us/library/ff512758.aspx
    • 41. Assemblies vs. Artifacts
    • 42. Deployment Artifact Development Authoring Production Environment Environment Solution Deployment Assembly Development Integration Environment Solution Deployment Development Environment
    • 43. SharePoint Development Resources• SharePoint Guidance• Team-Based Development in SharePoint 2010• SharePoint Unit Testing with Pex and Moles• Using Event and Trace Logs in SharePoint• Application Lifecycle Management in SharePoint 2010• SharePoint Development Team Blog• Skyline Technologies Enterprise Portals Blog• Andrew Connell Blog
    • 44. Questions
    • 45. jQuery in XSLT
    • 46. • Personal/Loans-Mortgages/Pages/Loan- Rates.aspx?GroupID=1