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SharePoint Customization - Tools of the Trade for Design and ... SharePoint Customization - Tools of the Trade for Design and ... Presentation Transcript

  • SharePoint Customization Tools of the Trade for Design and Development
  • SharePoint Customization
    • Design vs. Development
    • Customization: Best Practices
    • Tools Of The Trade
  • Design vs. Development
    • In job descriptions, the titles Web Designer and Web Developer are often used interchangeably.
    • This isn’t accurate.
    • Designing a Web site and developing one is really quite different.
    • Does an Interior Designer perform the same function as a Property Developer?
    View slide
  • Design vs. Development
    • Two major components when designing and developing a Web site
      • The front end
      • The back end
      • n-tier architecture goes beyond the scope of this presentation … thanx
    View slide
  • Design vs. Development
    • There can be quite a bit of crossover.
    • Design refers to the front end.
    • Development = the back end.
  • Front End and Design
    • The Front End Is What Your Customers See
      • The "pages" that display the graphics, the images, and the text on your site.
    • Web Designers Concentrate On The Front End
      • Choosing appropriate images and fonts
      • Determining how images and text should be arranged.
    • A Web Designer's Strength Is His Or Her Appreciation For Aesthetics
      • Don’t have to be a technical whiz
      • Have an understanding of what works visually
      • Knowledge of technical limitations when designing
    • A Good Web Designer Will Also Have Experience In Collaborating With A Web Developer.
  • Back End and Development
    • Developers are part of a new breed of internet professionals
      • Web developers work on the back end.
      • The development process is not visible to users.
      • Development is essential to a positive user experience.
    • Back end functions include
      • Making images change or move
      • Allowing users to view different pages or enter data
      • Performing sales transactions
  • Learn to speak the language
      • HTML, XML, CAML, AJAX, ASP.NET, Visual Basic, C#
    • Make sure your résumé includes the following skills:
      • HTML for text and framework layout of a web page
      • Web imaging to create images for the web
      • Javascript to write programs that run as part of web pages and to do tasks like validating form fields before submitting a form
      • ASP.net to customize a web page for a particular user on the server before it is sent down to the user
      • Java/C# to write programs that are embedded within a web page - to do things that web pages alone cannot do, such as playing a game within a web page
  • Design vs. Development
    • SharePoint (MOSS 2007)
      • Web Front End
        • Internet Information Server 6/7 (IIS)
      • Application Server
        • Index and Search
      • Shared Database Infrastructure
        • SQL Server 2005 Standard
  • Customization
    • What Can Be Customized?
      • Nearly every component of any SharePoint deployment can be customized
        • Applications
        • Look and Feel
        • ASP.net Web Parts
      • One element of SharePoint that cannot be customized is the Shared Database Infrastructure .
  • Windows SharePoint Services
    • Collaboration
    • Content management
    • Version control
    • Workflows
    • RSS feeds
    • Wikis
    • Blogs
    • Master pages
    • Mobile device support
    • Calendars
    • E-mail integration
    • Task coordination
    • Surveys
    • Required
  • SQL Server 2005
    • Provides the backend database platform where configuration and user data is stored.
    • Required
  • SQL Server 2000 SP4
    • Can be used as the backend database platform
    • Restricts database sizes
    • Does not offer tight integration
    • Generally Not Recommended
  • (MOSS 2007) Standard
    • Enterprise search
    • My sites
    • User profile store
    • Page layouts
    • Notification service
    • LDAP authentication provider
    • Single sign-on
    • Slide libraries
    • Legal holds
    • Records repository
    • RSS content syndication
    • Social networking features
    • Optional depending on requirements
  • (MOSS 2007) Enterprise
    • Data integration
    • Forms services
    • Business intelligence
    • Business data catalog
    • Spreadsheet publishing
    • Report center
    • Form import wizard
    • Optional depending on requirements
  • SharePoint Designer 2007
    • Create:
      • Web parts
      • Master pages
      • Cascading style sheets
      • No-code forms
      • Workflows
    • Customize SharePoint Sites
    • Build workflows driven by business logic
    • Create custom applications to handle data from multiple data sources such as XML files, SOAP services, RSS feeds, SQL Server databases.
    • Optional
  • Microsoft Office 2007
    • Interact with products developed using office 2007 applications like Word, Excel, PowerPoint, Outlook from within SharePoint sites.
    • Older versions of office also provide some capabilities but the best performance is achieved using Office 2007
    • Optional
  • Project Server 2007
    • Allows organizations to perform life cycle project management.
    • Distribute information using the Project
    • Servers Reporting Data Services and the Report Server
    • Feature of MOSS 2007
    • Optional
  • Database Access
    • SharePoint requires the backend database to be SQL server.
    • SharePoint is written to use SQL Server-specific API calls rather than a generic database interface such as open database connectivity (ODBC).
  • Database Access
    • You can access data from an Oracle database and present a view in SharePoint through a Web part or custom application.
    • Native content, such as a new word document that needs to be stored in a SharePoint document library, will be stored in an SQL Server content database.
  • Three ways to Customize
    • Most customizations can be created in at least three different ways:
      • User customizations using standard SharePoint capabilities
      • No-code customizations using SharePoint Designer 2007
      • Coded customizations using Visual Studio or ASP.net applications
  • Customization
    • Demo: Look and Feel
  • Look and Feel
    • SharePoint was designed to give users tremendous independence in deciding how sites should look and behave.
    • site security is managed by the content creators, and customizations follow that same model.
  • Look and Feel
    • SharePoint uses ASP.net Security Trimming.
    • With proper permissions, site users can change the themes, icons, web part placement, and overall site branding
  • Site Definition Templates
    • The site template that you choose has an underlying site definition that tells SharePoint which elements define the site.
    • The site definition specifies sub-sites, page elements, and location coordinates.
    • Adding web parts to a web part page is one method for customizing SharePoint.
    • Creating your own web page is a snap with a set of predefined templates available as a free download. They are known as The Fantastic 40 . http://technet.microsoft.com/en-us/windowsserver/sharepoint/bb407286.aspx
  • Look and Feel
    • SharePoint built-in customization elements
      • Themes, web part gallery, site templates, logos, master pages, navigation
    • SharePoint Designer 2007
      • Modify Custom Style Sheets, create master pages, design page layouts, etc
    • Visual Studio .NET 2005 / 2008
      • Create Site definitions, page layouts, templates, new custom style sheets Web Parts
  • Tools of the Trade
    • SharePoint Designer 2007
    • Visual Studio .NET 2005 / 2008
  • Tools of the Trade
    • SharePoint Designer 2007
      • Create web part pages
    • Visual Studio .NET 2005 / 2008
      • Create new web parts
  • Workflow
    • SharePoint built-in workflows
      • Customize existing workflows
    • SharePoint Designer 2007
      • Create no-code custom workflows using the Workflow wizard
    • Visual Studio .NET 2005 / 2008
      • Create code-based Workflows for custom business applications using WSS SDK
  • Search
    • SharePoint built-in site settings
      • Add new search scopes, keywords, best bets, relevance settings to the site.
    • Central Administration Site
      • Add iFilters for each non-Microsoft document type
  • Forms
    • Forms Server
      • Publish browser accessible forms to site collection
    • SharePoint Designer 2007
      • Create no-code forms
    • Visual Studio .NET 2005 / 2008
        • Create custom code-based forms
  • Features
    • Visual Studio .NET 2005/2008
        • Custom capabilities
  • SharePoint Designer 2007
    • Uses technology reminiscent of FrontPage 2003, but the new name reflects the emphasis on creating and customizing sites on the SharePoint platform.
  • Conclusion
    • Design and Development are different but you need to be able to communicate with both roles on your team.
    • Customize anything but the SQL database using three tools.
    • Tools of the trade: built-in, SharePoint Designer, Visual Studio.
  • Thank You
    • Brad Maust, CNA, CCDA, CCNA
    • SQL Server DBA
    • SharePoint Architect / Developer
    • San Francisco Bay Area, California
    • http://www.linkedin.com/in/bradmaust
    • [email_address]