Just Freakin’ Work! Overcoming Hurdles and Avoiding Pain in SharePoint Custom Development

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Why am I getting a security error??” “Why does my code work sometimes, but not others?” “I wonder if McDonalds is hiring.” Writing custom code in SharePoint opens up unlimited possibilities but also throws many hurdles in your way that will slow you down if you don’t take them into account. So, before giving up and searching for careers in the fast food industry, equip yourself with the knowledge you need to succeed in writing custom code for SharePoint.
Attendees will learn:
1. Commonly used methods to improve functionality and performance
2. Best practices for disposing of SP Objects
3. How to avoid common issues when writing custom code for SharePoint
PREREQUISITES: Developers need to have a basic knowledge of SharePoint, know C# and be comfortable in Visual Studio.

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  • Things to take away from this session…
  • Just Freakin’ Work! Overcoming Hurdles and Avoiding Pain in SharePoint Custom Development

    1. 1. Just Freakin’ Work!Avoiding Common Hurdles in SharePoint Development<br />Geoff Varosky (GraceHunt)<br />Mark Rackley (Juniper Strategy)<br />Welcome to SharePoint Saturday—The Conference<br />
    2. 2. Welcome to SharePoint Saturday—The Conference<br />Thank you for being a part of the first SharePoint Saturday conference<br />Please turn off all electronic devices or set them to vibrate.<br />If you must take a phone call, please do so in the hall so as not to disturb others.<br />Open wireless access is available at SSID: SPSTC2011<br />Feel free to “tweet and blog” during the session<br />Thanks to our Diamond and Platinum Sponsors:<br />
    3. 3. About the speakers…<br />The Hillbilly<br />Mr. Ackley<br />Catcher of all things that flow downhill<br />Solutions Architect for Juniper Strategy, LLC.<br />www.juniper-strategy.com<br />Speaker, Blogger, (soon to be) Author<br />Blog: www.sharepointhillbilly.com<br />Twitter: @mrackley<br />E-mail: mrackley@gmail.com<br />
    4. 4. About the speakers…<br />The Yankee<br />Geoff Varosky<br />Director, Development and Evangelism<br />GraceHunt<br />www.gracehunt.com<br />Speaker, Blogger, (soon to be) Author<br />Blog: www.sharepointyankee.com<br />Twitter: @gvaro<br />E-mail: gvarosky@gracehunt.com<br />
    5. 5. You might be a SharePoint Developer if… <br />
    6. 6. Agenda<br />Introduction<br />Development<br />Deployment<br />Resources<br />Q&A<br />
    7. 7. Introduction<br />Types of Development<br />Development Tools<br />Development Environment<br />Developing to Deploy<br />
    8. 8. Introduction<br />Types of Development<br />Unmanaged Code<br />Managed Code<br />Customization<br />
    9. 9. Introduction<br />Development Tools<br />STSDEV (2007)<br />stsdev.codeplex.com<br />WSPBuilder (2007 & 2010)<br />wspbuilder.codeplex.com<br />CKS:DEV (2010)<br />cksdev.codeplex.com<br />SharePoint Designer<br />Developer Dashboard (2010)<br />
    10. 10. Introduction<br />Development Environment<br />Physical?<br />Virtual?<br />Desktop?<br />Dusty old PC under the desk?<br />
    11. 11. Introduction<br />2007 or 2010<br />64-bit (leaves room for upgrade)<br />>= 4G of RAM<br />Choice of Virtual Host<br />HyperV, VMWare, VirtualBox<br />Not much in the way of VirtualPC support<br />Create a base virtual image<br />SQL, Base SP install, Service Packs, Dev Tools<br />Visual Studio, SPD, etc.<br />
    12. 12. Introduction<br />Development Environment<br />Follow the SDK (2010)<br />64 bit<br />Desktop<br />Windows 7<br />Vista (SP1+)<br />Http://msdn.microsoft.com/en-us/library/ee554869.aspx<br />Server 2008<br />
    13. 13. Introduction<br />Development Environment<br />Make sure your environment matches deployment targets!<br />In Visual Studio<br />CPU<br />x86? x64? AnyCPU?<br />.NET Framework<br />Service Packs<br />Same architecture<br />
    14. 14. Introduction<br />Development Environment<br />Don’t do everything as local admin!<br />Follow proper account configuration from the SDK<br />Developing to Deploy<br />Use the least amount of privileges<br />This will make admins happy<br />Web application deployment (/bin)<br />CAS policies<br />
    15. 15. Development<br />General Development Practices<br />Lists<br />Event Receivers<br />Web Parts<br />Unmanaged Code<br />Web Services<br />
    16. 16. Development<br />General Development Practices<br />Dispose of Objects!<br />SPDisposeCheck<br />Test with multiple accounts/privileges<br />Strongly named assemblies<br />Separate high and low privileged DLLs<br />Do not mix .NET Framework versions<br />64 bit code compatibility<br />
    17. 17. Development<br />General Development Practices<br />Stay away from the database<br />USE THE API!<br />Use resource & language files<br />Do not hard code strings and labels<br />Caching when and where possible<br />msdn.microsoft.com/library/bb687949.aspx<br />CAS Policies<br />Safe Controls<br />
    18. 18. Development<br />General Development Practices<br />Use try{} catch{} finally{} blocks<br />Check for nulls in finally{} blocks with disposable objects before disposing<br />Change defaults<br />Assembly Info<br />Name it properly<br />GraceHunt.SharePoint.WebParts.Stuff<br />
    19. 19. Development<br />General Development Practices<br />Sign Controls<br />Do not password protect the SNK<br />Elevating Privileges<br />SPSecurity.RunWithElevatedPrivileges()<br />Clean, Validated, Secure data<br />Runs as System account<br />Write operations?<br />Preceeded by SPUtility|SPWeb.ValidateFormDigest<br />Must use new SPSite or SPWeb – not SPContext.Current<br />
    20. 20. You might be a SharePoint Developer if… <br />
    21. 21. Development<br />Lists<br />Test queries before deployment!<br />U2U CAML Query Builder<br />Remove the <Query></Query> tags!<br />http://www.spsprofessional.com/sqlcaml.aspx<br />LINQ<br />Batch queries when possible<br />
    22. 22. Development<br />Lists<br />Do not use SPList.Items<br />Use SPList.GetItems(query)<br />Paginate (2000 items) – RowLimit<br />GetItemByID<br />Use SPList.GetitemByID<br />Not SPList.Items.GetItemByID<br />
    23. 23. Development<br />Event Handlers<br />Do not instantiate SPWeb, SPSite, SPList, or SPListItem<br />Use what the properties give you<br />properties.OpenWeb()<br />properties.ListItem<br />Bulk operations will not run event handlers<br />Ex: New list created – FieldAdding will not run<br />
    24. 24. Development<br />Event Handlers<br />Connections<br />Make sure you code for external systems not being available<br />LOG ERRORS<br />Make it known why something went wrong<br />
    25. 25. Development<br />Web Parts<br />Deploy to the Web Part Gallery<br />Easy to add to a page from there<br />AllowClose = false<br />Closing web parts = bad<br />X DOES NOT EQUAL DELETE<br />Use Properties – avoid hard coded values<br />HTMLEncode input values<br />
    26. 26. Development<br />Web Parts – In Code<br />EnsureChildControls<br />Ensure that the controls have been loaded before using them.<br />
    27. 27. Development<br />Unmanaged Code<br />JavaScript<br />Will this be used in more than one place?<br />Central Script repository (easy access)<br />Deployment to _layouts folder<br />More of a “managed” approach, more secure<br />Less flexible<br />
    28. 28. Development<br />Unmanaged Code<br />Content Editor Web Parts<br />Awesome, flexible web parts!<br />Use a library with versioning to link the WP to<br />Easier to manage<br />Versioning of “code”<br />Publishing Sites<br />Use content controls, not CEWPs!<br />
    29. 29. Development<br />Unmanaged Code<br />Ghosted v. UnGhosted pages<br />Uncustomized v. customized<br />Unghosted pages can have issues with upgrades<br />i.e. site definitions change with upgrades<br />Branding<br />
    30. 30. Development<br />SharePoint Web Services<br />Provide remote access to a range of object model functionality<br />Run on all front-end web servers<br />Heavily dependent on XML and CAML<br />Reside in physical file system in the 12... Directory and in a virtual file system in /_vti_bin<br />
    31. 31. Development<br />SharePoint Web Services – What They Do<br />Provide programmatic access via .NET and SharePoint Designer<br />Deliver relatively robust remote API functionality<br />Expose SharePoint data repository to disconnected clients<br />
    32. 32. Development<br />SharePoint Web Services – What They Do<br />Permit inter-farm communication (geographic distribution)<br />Integrate well with WinForms, WPF, and SilverLight<br />Client Object Model (SP 2010)<br />
    33. 33. Development<br />SharePoint Web Services – What they DON’T do<br />Do not provide access to entire object model<br />Do not permit manipulation of BLOB objects (documents)<br />NTLM and Basic Authentication Only<br />No SSO integration<br />No extensibility (sealed classes)<br />Limited data aggregation (no joins)<br />
    34. 34. Development<br />SharePoint Web Services – When to use them<br />Remote accessibility<br />Integration with backend or legacy systems<br />Retrieval of items and content as XML<br />Perform large batch updates to lists<br />
    35. 35. Development<br />SPServices – jQuery library utilized SharePoint Web Services<br />http://spservices.codeplex.com/<br />
    36. 36. Development<br />SharePoint Web Services Basics<br />Add a Web Reference to any project type<br />Must specify existing SharePoint site in URL + “/_vti_bin/” + ServiceName + “.asmx”<br />Set URL to dynamic<br />
    37. 37. Development<br />SharePoint Web Services Basics<br />All column names are XML encoded and prefixed with “ows_”<br /><rs:dataItemCount="1" xmlns:rs="urn:schemas-microsoft-com:rowset"><br /> <z:rowows_Title="Elmer@Fudd.com" <br />ows_MetaInfo="4764;#" <br />ows__ModerationStatus="0" <br />ows__Level="1" <br />ows_ID="4764" <br />ows_owshiddenversion="5" <br />ows_UniqueId="4764;#{2272A40C-0DA5-4C0D-938D-BFF3AF9C8ACF}" <br />ows_FSObjType="4764;#0" <br />ows_Created="2009-12-12 12:55:10" <br />ows_FileRef="4764;#sps/Contact/test/Lists/Issues/4764_.000" <br />xmlns:z="#RowsetSchema" /><br /></rs:data><br />
    38. 38. You might be a SharePoint Developer if… <br />
    39. 39. Development<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />USE SOLUTION PACKAGES!<br />
    40. 40. Development<br />User Code Solutions (2010 & Office 365)<br />When possible<br />Forces better programming practices<br />Keeps the farm safe<br />Makes admins & managers happy<br />Admins can control<br />Makes them feel special<br />
    41. 41. Resources<br />Development Tools<br />Codeplex.com<br />Search SharePoint & Development<br />SharePointDevWiki.com<br />www.sharepointdevwiki.com/display/public/SharePoint+Development+Tools<br />SPDisposeCheck<br />code.msdn.microsoft.com/SPDisposeCheck<br />
    42. 42. Resources<br />SDKs<br />2010<br />Server and Foundation<br />http://msdn.microsoft.com/en-us/library/ee557253.aspx<br />2007<br />WSS<br />http://msdn.microsoft.com/en-us/library/ms441339(office.12).aspx<br />MOSS 2007<br />http://msdn.microsoft.com/en-us/library/ms550992(office.12).aspx<br />
    43. 43. Resources<br />General Development<br />Roger Lamb’s Blog<br />blogs.msdn.com/rogerla/<br />Patterns & Practices SharePoint Guidance<br />msdn.microsoft.com/en-us/library/dd203468.aspx<br />Using Disposable Objects<br />msdn.microsoft.com/en-us/library/aa973248(v=office.12).aspx<br />
    44. 44. Resources<br />General Development<br />Working with Large Lists<br />go.microsoft.com/fwlink?LinkId=95450<br />SharePoint 2007 Best Practices Resource Center<br />technet.microsoft.com/en-us/office/sharepointserver/bb736746.aspx<br />
    45. 45. You… BEFORE session… <br />
    46. 46. You… AFTER our session… <br />
    47. 47. Resources<br />Q&A<br />
    48. 48. Thanks to Our Other Sponsors!<br />Thanks to our Sponsors<br />
    49. 49. Session Evaluation<br />Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:<br />http://app.fluidsurveys.com/surveys/spstc2011-<br />and add the Session number to the URL<br />Presenter: Geoff Varosky & Mark Rackley<br />Session Name: Just Freakin’ Work!<br />Session No.: FRI-S5A-110<br />

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