Customising SharePoint the supported way:
        From end-user to admin interfaces

                                     ...
Introduction

• The problem:
  – Modifying SharePoint - within support boundaries
  – Typically should not modify existing...
Introduction

• The solution techniques:-

  –   Custom site definitions
  –   Modify copies of original files
  –   Custo...
Custom site definitions

• Good starting point for any SharePoint site
   – Can ensure sites based on blank site for Conte...
demo

       Custom site definitions
Customising admin interfaces

• Admin pages are just files on filesystem
  – But not supported to modify them!
  – Solutio...
Customising admin interfaces

• Common targets for links:

     • Microsoft.SharePoint.SiteSettings (columns are named)
  ...
demo

   Customising admin interfaces
Customising admin interfaces (ctd)

• Other possible targets for links:
      •   Microsoft.SharePoint.ContentTypeTemplate...
Delegate controls

• Tell SharePoint which control to load at run-time
  – Use to override which user control to load
  – ...
Delegate controls

• Control to load can be user or server control

• Lowest sequence number wins
  – MS default is ‘100’
...
demo

       Delegate controls
Other customisations

• CQWP – if amending properties:
  – export .webpart file
  – rename
  – import


• Publishing conso...
Summary

• Assume direct file modification unsupported

• SharePoint has extremely flexible architecture
  – Designed for ...
Q&A

                 Thank you



 mail: c.obrien@cscape.com
 blog: http://sharepointnutsandbolts.blogspot.com
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Customizing Share Point The Supported Wa

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Customizing Share Point The Supported Wa

  1. 1. Customising SharePoint the supported way: From end-user to admin interfaces Chris O’Brien cScape http://sharepointnutsandbolts.blogspot.com
  2. 2. Introduction • The problem: – Modifying SharePoint - within support boundaries – Typically should not modify existing files in 12 hive (service packs/hotfixes could overwrite) • Potential trouble spots: – Templates for new sites – Modifying authoring/admin interfaces – SharePoint’s user controls
  3. 3. Introduction • The solution techniques:- – Custom site definitions – Modify copies of original files – CustomAction entries to modify links – Delegate controls
  4. 4. Custom site definitions • Good starting point for any SharePoint site – Can ensure sites based on blank site for Content Deployment (KB 923592) – Can control default features/content • Well-documented in WSS SDK • Onet.xml file specifies functionality/content
  5. 5. demo Custom site definitions
  6. 6. Customising admin interfaces • Admin pages are just files on filesystem – But not supported to modify them! – Solution – modify a copy and redirect link • With the feature framework we can: – Deploy our customised file to 12 hive – Add/redirect any links to this page in site admin – Deactivate our customisation if required
  7. 7. Customising admin interfaces • Common targets for links: • Microsoft.SharePoint.SiteSettings (columns are named) • Microsoft.SharePoint.Administration.Operations • Microsoft.SharePoint.Administration.ApplicationManagement (more later) • Can add new categories for our links
  8. 8. demo Customising admin interfaces
  9. 9. Customising admin interfaces (ctd) • Other possible targets for links: • Microsoft.SharePoint.ContentTypeTemplateSettings • Microsoft.SharePoint.ContentTypeSettings • Microsoft.SharePoint.Administration.ApplicationCreated • Office.Server.ServiceProvider.Administration (Shared Services/SSP links) • Microsoft.SharePoint.ListEdit.DocumentLibrary • Microsoft.SharePoint.Workflows • Microsoft.SharePoint.StandardMenu (SiteActions menu) • Microsoft.SharePoint.Create • Microsoft.SharePoint.ListEdit • EditControlBlock
  10. 10. Delegate controls • Tell SharePoint which control to load at run-time – Use to override which user control to load – Avoids modifying OOTB user controls • OOTB page layouts use extensively – Global links e.g. ‘My sites’ – Publishing console – Page head controls • Can use standard .Net controls in SharePoint!
  11. 11. Delegate controls • Control to load can be user or server control • Lowest sequence number wins – MS default is ‘100’ • Can pass properties from markup – Control you implement should walk control tree
  12. 12. demo Delegate controls
  13. 13. Other customisations • CQWP – if amending properties: – export .webpart file – rename – import • Publishing console/RTE: – files provided for customisation in master page gallery – referenced from filesystem files
  14. 14. Summary • Assume direct file modification unsupported • SharePoint has extremely flexible architecture – Designed for modification • Make use of techniques covered: – Custom site definitions – Modify copy of file and redirect link – DelegateControls
  15. 15. Q&A Thank you mail: c.obrien@cscape.com blog: http://sharepointnutsandbolts.blogspot.com
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