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SharePoint Branding
      3 MOST COMMON MISTAKES


          PRESENTED BY
        @nicolepullin
         #SPSToronto
     http://brainlava.com
ABOUT ME


SharePoint User Experience Consultant
Crafting & implementing SharePoint Solutions for 7 years


PROJECT ROLES                        WORKED WITH
❖ Quality Assurance Analyst         ❖ SharePoint 2003

❖ Business Analyst                  ❖ WSS3

❖ Client Trainer                    ❖ MOSS 2007

❖ Graphic Designer                  ❖ SharePoint 2010

❖ Interaction Designer
MISTAKE #1




JUMPING INTO CODE TOO SOON
DO I NEED PUBLISHING?
DO I NEED PUBLISHING?


PUBLISHING SITE TEMPLATE                TEAM SITE TEMPLATE
DO I NEED PUBLISHING?


PUBLISHING SITE                TEAM SITE
TEAM SITE + PUBLISHING?


1   Root Level: Activate the “SharePoint Publishing Infrastructure” Feature


    a. Select “Site Actions” > “Site Settings”
    b. Select “Site Collection Features” in the Site Collection Column
    c. Activate “SharePoint Server Publishing Infrastructure” Feature




2   Site Level: Activate the “SharePoint Server Publishing” Feature


    a. Select “Site Actions” > “Site Settings”
    b. Select “Manage Site Features” in the Site Actions Column
    c. Activate “SharePoint Server Publishing” Feature
IDENTIFY PATTERNS
IDENTIFY PATTERNS

                    HOME PAGE ANALYSIS
                    ❖ Header Navigation
                    ❖ Search Input
                    ❖ Top Navigation
                    ❖ Anchor Links
                    ❖ Wrapper Styling
                    ❖ Footer
                    ❖ Web Part Header
                    ❖ Web Part Body
                    ❖ Column Widths


                    ❖ Fixed? Fluid? Responsive?
                    ❖ Hover States?
                    ❖ Web Part Zones?
                    ❖ Page Editing Fields?
IDENTIFY PATTERNS

LANDING PAGE ANALYSIS
❖ Left Navigation
❖ Image Treatments
❖ Document Libraries
❖ List Displays
❖ Summary Links
❖ Calendars
❖ Page Title
❖ Page Description
❖ Bread Crumb


❖ Web Part Zones?
❖ Page Editing Fields?
❖ Columns?
IDENTIFY PATTERNS

                    ARTICLE PAGE ANALYSIS
                    ❖ Second Level Left Navigation
                    ❖ Headings
                    ❖ Paragraphs
                    ❖ Bulleted Lists
                    ❖ Numbered Lists
                    ❖ Block Quotes
                    ❖ Page Title
                    ❖ Blogs
                    ❖ Wikis
MISTAKE #2




IGNORING THE ICEBERG
3 STEP TEST
3 MISSION
                                        STEP TEST


     1. THE IMMEDIATE PAGE            2. CUSTOM PAGES                   3. OOTB PAGES
❖ Regression test in all        ❖ Styling consistencies        ❖ Full list & library views
  supported browsers            ❖ Custom components            ❖ Site Settings
❖ Editing view                  ❖ Search for new emerging      ❖ Dialog pop up
❖ Adding & removing web parts     patterns                     ❖ Calendar View
❖ Test drop downs               ❖ Combine common patterns to   ❖ Blog
                                  reduce bloated code
                                                               ❖ Wiki
                                                               ❖ Search
THE QUIRKS
SHAREPOINT RIBBON
                                    MISSION



Messing with the Static Ribbon and Page Scrolling
a. Default v4.master scenario




{                                                   {
SHAREPOINT RIBBON
                                 MISSION



Messing with the Static Ribbon and Page Scrolling
b. Removing the #s4-workspace div




{                                                   {
SHAREPOINT RIBBON
    MISSION




                    No Page Scrolling!
SHAREPOINT RIBBON
                                  MISSION



Messing with the Static Ribbon and Page Scrolling
c. Removing the #s4-workspace div and overriding the CSS




{                                                          {
SHAREPOINT RIBBON
    MISSION




                    It scrolls! But...
SHAREPOINT RIBBON
                              MISSION

We’ve lost our toolbar!




                                              It scrolls! But...
SHAREPOINT RIBBON
                                       MISSION



Messing with the Static Ribbon and Page Scrolling
d. Other methods


❖ Kyle Schaeffer’s CSS & JavaScript Ribbon solution
  http://kyleschaeffer.com/sharepoint/sharepoint-2010-scrolling/

❖ My public facing ribbon solution
  http://brainlava.com/fix-for-sharepoint-2010-scrolling-for-chrome-ios4-android/
SHAREPOINT RIBBON
                                 MISSION



Recommendation
Stick with the default scenario unless you have a strong use case to alter the functionality




{                                                                                  {
!important RABBIT HOLE
                                      MISSION



MasterPage Reference - Render AFTER corev4.css




MasterPage Reference - Render BEFORE corev4.css
!important RABBIT HOLE
                                       MISSION



Page Layout Reference - Render AFTER corev4.css




Page Layout Reference - Render BEFORE corev4.css
MODAL WINDOW
                                        MISSION



Style overrides in the modal window
MODAL WINDOW
                                        MISSION



Style overrides in the modal window
QUICK WINS
LOGO LINK
                                           MISSION



Changing the link to point to the root site

                                                      V4.master




                                                      nightandday.master




{                                                                   {
FREE THE BREADCRUMB
       MISSION
FREE THE BREADCRUMB
       MISSION




          Publishing Breadcrumb




          Ribbon Breadcrumb
DEFAULT STYLES
                                     MISSION



Customizing the “Markup Styles”
MISTAKE #3




CODING FOR YOURSELF, NOT THE USER
LEVERAGE REUSABLE CONTENT
         MISSION
LEVERAGE REUSABLE CONTENT
         MISSION
LEVERAGE REUSABLE CONTENT
                                           MISSION



Scenario 1: Global Copyright                            2011 Brain Lava, all rights reserved.




1   Visit SharePoint Element & grab the code
    to add the “Copyright” item from the
                                                    2
    Reusable Content list to the MasterPage

    http://www.sharepointelement.com/2012/01/27/
    adding-reusable-content-within-master-pages//
LEVERAGE REUSABLE CONTENT
                                       MISSION



Scenario 2: Sidebar Snippet
LEVERAGE REUSABLE CONTENT
                                       MISSION



Scenario 2: Sidebar Snippet
INCLUDE CONTEXTUAL HELP
        MISSION
TRIM THE FAT
  MISSION
TRIM THE FAT

Hide site templates, page layouts & set defaults
a. Select “Site Actions” > “Site Settings”
b. Select “Page layouts and site templates” in the Look and Feel Column
c. Activate “SharePoint Server Publishing Infrastructure” Feature
TRIM THE FAT

Hide site templates, page layouts & set defaults
a. Select “Site Actions” > “Site Settings”
b. Select “Page layouts and site templates” in the Look and Feel Column
c. Activate “SharePoint Server Publishing Infrastructure” Feature
TRIM THE FAT

Hide site templates, page layouts & set defaults
a. Select “Site Actions” > “Site Settings”
b. Select “Page layouts and site templates” in the Look and Feel Column
c. Activate “SharePoint Server Publishing Infrastructure” Feature
TRIM THE FAT
  MISSION
SharePoint Branding
        3 MOST COMMON MISTAKES

    1      Jumping into code too soon

    2      Ignoring the iceberg

    3      Coding for yourself, not the user
Thank You!
        FOR YOUR ATTENTION




TWITTER: @nicolepullin
WEBSITE: http://brainlava.com

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SharePoint Branding - 3 Most Common Mistakes

  • 1. SharePoint Branding 3 MOST COMMON MISTAKES PRESENTED BY @nicolepullin #SPSToronto http://brainlava.com
  • 2. ABOUT ME SharePoint User Experience Consultant Crafting & implementing SharePoint Solutions for 7 years PROJECT ROLES WORKED WITH ❖ Quality Assurance Analyst ❖ SharePoint 2003 ❖ Business Analyst ❖ WSS3 ❖ Client Trainer ❖ MOSS 2007 ❖ Graphic Designer ❖ SharePoint 2010 ❖ Interaction Designer
  • 3. MISTAKE #1 JUMPING INTO CODE TOO SOON
  • 4. DO I NEED PUBLISHING?
  • 5. DO I NEED PUBLISHING? PUBLISHING SITE TEMPLATE TEAM SITE TEMPLATE
  • 6. DO I NEED PUBLISHING? PUBLISHING SITE TEAM SITE
  • 7. TEAM SITE + PUBLISHING? 1 Root Level: Activate the “SharePoint Publishing Infrastructure” Feature a. Select “Site Actions” > “Site Settings” b. Select “Site Collection Features” in the Site Collection Column c. Activate “SharePoint Server Publishing Infrastructure” Feature 2 Site Level: Activate the “SharePoint Server Publishing” Feature a. Select “Site Actions” > “Site Settings” b. Select “Manage Site Features” in the Site Actions Column c. Activate “SharePoint Server Publishing” Feature
  • 9. IDENTIFY PATTERNS HOME PAGE ANALYSIS ❖ Header Navigation ❖ Search Input ❖ Top Navigation ❖ Anchor Links ❖ Wrapper Styling ❖ Footer ❖ Web Part Header ❖ Web Part Body ❖ Column Widths ❖ Fixed? Fluid? Responsive? ❖ Hover States? ❖ Web Part Zones? ❖ Page Editing Fields?
  • 10. IDENTIFY PATTERNS LANDING PAGE ANALYSIS ❖ Left Navigation ❖ Image Treatments ❖ Document Libraries ❖ List Displays ❖ Summary Links ❖ Calendars ❖ Page Title ❖ Page Description ❖ Bread Crumb ❖ Web Part Zones? ❖ Page Editing Fields? ❖ Columns?
  • 11. IDENTIFY PATTERNS ARTICLE PAGE ANALYSIS ❖ Second Level Left Navigation ❖ Headings ❖ Paragraphs ❖ Bulleted Lists ❖ Numbered Lists ❖ Block Quotes ❖ Page Title ❖ Blogs ❖ Wikis
  • 14. 3 MISSION STEP TEST 1. THE IMMEDIATE PAGE 2. CUSTOM PAGES 3. OOTB PAGES ❖ Regression test in all ❖ Styling consistencies ❖ Full list & library views supported browsers ❖ Custom components ❖ Site Settings ❖ Editing view ❖ Search for new emerging ❖ Dialog pop up ❖ Adding & removing web parts patterns ❖ Calendar View ❖ Test drop downs ❖ Combine common patterns to ❖ Blog reduce bloated code ❖ Wiki ❖ Search
  • 16. SHAREPOINT RIBBON MISSION Messing with the Static Ribbon and Page Scrolling a. Default v4.master scenario { {
  • 17. SHAREPOINT RIBBON MISSION Messing with the Static Ribbon and Page Scrolling b. Removing the #s4-workspace div { {
  • 18. SHAREPOINT RIBBON MISSION No Page Scrolling!
  • 19. SHAREPOINT RIBBON MISSION Messing with the Static Ribbon and Page Scrolling c. Removing the #s4-workspace div and overriding the CSS { {
  • 20. SHAREPOINT RIBBON MISSION It scrolls! But...
  • 21. SHAREPOINT RIBBON MISSION We’ve lost our toolbar! It scrolls! But...
  • 22. SHAREPOINT RIBBON MISSION Messing with the Static Ribbon and Page Scrolling d. Other methods ❖ Kyle Schaeffer’s CSS & JavaScript Ribbon solution http://kyleschaeffer.com/sharepoint/sharepoint-2010-scrolling/ ❖ My public facing ribbon solution http://brainlava.com/fix-for-sharepoint-2010-scrolling-for-chrome-ios4-android/
  • 23. SHAREPOINT RIBBON MISSION Recommendation Stick with the default scenario unless you have a strong use case to alter the functionality { {
  • 24. !important RABBIT HOLE MISSION MasterPage Reference - Render AFTER corev4.css MasterPage Reference - Render BEFORE corev4.css
  • 25. !important RABBIT HOLE MISSION Page Layout Reference - Render AFTER corev4.css Page Layout Reference - Render BEFORE corev4.css
  • 26. MODAL WINDOW MISSION Style overrides in the modal window
  • 27. MODAL WINDOW MISSION Style overrides in the modal window
  • 29. LOGO LINK MISSION Changing the link to point to the root site V4.master nightandday.master { {
  • 31. FREE THE BREADCRUMB MISSION Publishing Breadcrumb Ribbon Breadcrumb
  • 32. DEFAULT STYLES MISSION Customizing the “Markup Styles”
  • 33. MISTAKE #3 CODING FOR YOURSELF, NOT THE USER
  • 36. LEVERAGE REUSABLE CONTENT MISSION Scenario 1: Global Copyright 2011 Brain Lava, all rights reserved. 1 Visit SharePoint Element & grab the code to add the “Copyright” item from the 2 Reusable Content list to the MasterPage http://www.sharepointelement.com/2012/01/27/ adding-reusable-content-within-master-pages//
  • 37. LEVERAGE REUSABLE CONTENT MISSION Scenario 2: Sidebar Snippet
  • 38. LEVERAGE REUSABLE CONTENT MISSION Scenario 2: Sidebar Snippet
  • 40. TRIM THE FAT MISSION
  • 41. TRIM THE FAT Hide site templates, page layouts & set defaults a. Select “Site Actions” > “Site Settings” b. Select “Page layouts and site templates” in the Look and Feel Column c. Activate “SharePoint Server Publishing Infrastructure” Feature
  • 42. TRIM THE FAT Hide site templates, page layouts & set defaults a. Select “Site Actions” > “Site Settings” b. Select “Page layouts and site templates” in the Look and Feel Column c. Activate “SharePoint Server Publishing Infrastructure” Feature
  • 43. TRIM THE FAT Hide site templates, page layouts & set defaults a. Select “Site Actions” > “Site Settings” b. Select “Page layouts and site templates” in the Look and Feel Column c. Activate “SharePoint Server Publishing Infrastructure” Feature
  • 44. TRIM THE FAT MISSION
  • 45. SharePoint Branding 3 MOST COMMON MISTAKES 1 Jumping into code too soon 2 Ignoring the iceberg 3 Coding for yourself, not the user
  • 46. Thank You! FOR YOUR ATTENTION TWITTER: @nicolepullin WEBSITE: http://brainlava.com