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Bringing Zest to SharePoint Sites Using Out-of-the-box Technology Joel Ward Edward Wells Bethany Kaplan
Introduction Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology
Who we are Joel Ward SharePoint Developer/Architect Edward Wells SharePoint Advisor/Developer Bethany Kaplan SharePoint Functional SME
Why we are here Worked with SharePoint in various government and commercial environments Share some ways to overcome your environmental restrictions SharePoint does not always require in depth programming or server access Give some ideas to get the juices flowing This will not be an exhaustive set of solutions by any means – but instead we hope it will empower you to think out of the box to jazz up and add functionality to your SharePoint sites.
Session Outline Quick Hits Change the “SharePoint look” - Master Page Re-Enable Quick Launch PDF Page Anchor Navigation Content Editor Web Part (CEWP) Open List Item in New Window Tiered Scenarios Page Pizzazz with Functionality Form and Column Control Field Options to Ensure Consistent Data Input Metrics & Key Performance Indicators Final Thoughts & Questions
Quick Hits Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology
Changing the “SharePoint Look” Many clients/users don’t like the “SharePoint look”,…you know, that typical blue background…but how can that be changed?
Re-enable Quick Launch When you create a standard web part page, the Quick Launch is not present Ways to overcome the missing navigation Head in sand: Ignore it Without SharePoint Designer: Edit by renaming file, edit two lines Using SharePoint Designer: Edit the page to re-enable the Quick Launch More Navigation Goodness: Modify navigation control attributes
Re-Enable Quick Launch: Without SharePoint Designer Rename .ASPX file to .TXT Open and comment out or remove the following three lines of code:: <asp:ContentContentPlaceHolderId="PlaceHolderPageImage" runat="server"></asp:Content> <asp:ContentContentPlaceHolderId="PlaceHolderLeftNavBar" runat="server"></asp:Content> <asp:ContentContentPlaceHolderId="PlaceHolderNavSpacer" runat="server"></asp:Content> Rename .TXT back to .ASPX
Re-Enable Quick Launch: Using SharePoint Designer Comment out or remove the following three lines of code: <asp:ContentContentPlaceHolderId="PlaceHolderPageImage" runat="server"></asp:Content> <asp:ContentContentPlaceHolderId="PlaceHolderLeftNavBar" runat="server"></asp:Content> <asp:ContentContentPlaceHolderId="PlaceHolderNavSpacer" runat="server"></asp:Content>
MODIFYING NAVIGATION CONTROL ATTRIBUTES The same techniques can be used to modify the navigation properties as we used to re-enable the quick launch Open master page as text file, or preferably open in SharePoint Designer (make a copy first!) Enhance the navigation Make menus dynamic Make titles wrap Add multiple levels to menus Use custom code to add fly-ins and other advanced content http://www.heathersolomon.com/blog/archive/2007/05/15/SharePoint-Tip--How-to-Activate-the-Drop-Down-Menu.aspx
Modifying Navigation Control Attributes ContentPlaceHolder ID = “PlaceHolderLeftNavBar” AspMenu control ID = “QuickLaunchMenu” <asp:AspMenu id="QuickLaunchMenu“ DataSourceId="QuickLaunchSiteMap" runat="server“ Orientation="Vertical" StaticDisplayLevels="1" ItemWrap="true“ MaximumDynamicDisplayLevels="1" StaticSubMenuIndent="0“ SkipLinkText="" > http://msdn.microsoft.com/en-us/library/ms466994.aspx http://www.heathersolomon.com/blog/archive/2007/05/15/SharePoint-Tip--How-to-Activate-the-Drop-Down-Menu.aspx
PDF Page Anchor Navigation SharePoint sites contain hosted content In an ideal world everything would be a webpage, right? In the real world browser hosted content often comes in PDF form User guides, policy manuals and books are often PDF form PDFs can consist of dozens or thousands of pages Links are targeted references to specific material. Opening a 500 page document at the beginning of page one does not give me the policy I need in the middle of page 304 Enter PDF page anchors! So quick, easy that anyone can make them
PDF Page Anchor Navigation What if you want a link in SharePoint to open a PDF to a specific page within the PDF (a manual for instance)? Solution: Add the following the end of the link’s URL: #page=[page number] Example: www.edrocks.com/documents/mypdf.pdf#page=9 What if you want a link in SharePoint to open a PDF to a specific destination, such as a Glossary, without the link being tied to a page number (in case the document and page numbers get updated)? Solution: Set the destination within the PDF file, then create a link that points to this destination by adding the following to the end of the links URL: #[destination name] Example: www.edrocks.com/documents/mypdf.pdf#section
Tiered Scenarios Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology
Scenario #1: Page Pizzazz with Functionality Tier 1: Basic Out-of-the-Box Changes Tier 2: Widgets and Gadgets Tier 2/3: Using jQuery Tier 3/4: Widgets and Web Parts that run off local data
Page Pizzazz with Functionality Requirement: The site is boring and needs more dynamic content to draw users in Boring!
Tier 1: Basic Out-of-the-Box Changes Jazz up with Announcements: Fonts, Colors, Photos RSS Feeds Pictures
Tier 3/4: Widgets and Web Parts that run off local data Widgets that run off local data Data View Web Parts Content Query Web Parts Custom coded widgets Custom Web Parts Third party Web Parts The possibilities are endless!
Scenario #2: Form and Column Control Tier 1: Description – “Admin Only” Tier 2: Script to Hide Fields Tier 3: Column-level security (Web Part)
Tier 1: Form Control through Description – “Admin Only” Very Simple Effective Most popular solution
Tier 2: Script to Hide FieldsWhat you see is what you fill
Tier 3: Column-level security Control access at the column level None/Read/Write access configurable When the issue is security, not validity or usability Bamboo Solutions: Bamboo Column Level Security
Scenario #3: Field Options to Ensure Consistent Data Input Tier 1: The Choice Column Tier 1: The Lookup List Tier 2/3: The Auto-Complete Function Tier Next: 2010 preview
Tier 1: The Choice Column -A Solution for the Everyman Quick Simple Effective
Tier 1: The Lookup ListA Solution for the Power User Quick Effective Expanded Options Centrally Managed Multiple lists and columns can lookup from one list Options list manager can have different permissions than source list owner
Tier 2/3: The Auto-Complete Function – IT Help Needed Benefits Powerful Functionality only limited by imagination Works in Restrictive Environments Visually impressive, WOW factor Challenges Complex, Requires a Programmer Maintenance Issues May Occur Difficult to troubleshoot Difficult to migrate or alter
Tier 2/3: The Auto-complete Function – How It Works
Tier 2: Coming – jQueryfor SP So what used to be Tier 3 is becoming available for Tier 2 Power User audience End User SharePoint (EUSP) is one of the premiere resources http://www.endusersharepoint.com/ jQuery Library for SharePoint Web Services on CodePlex http://spservices.codeplex.com/ Also see: http://www.jquery.com/
Tier Next: 2010 previewLookups of the Future! Unique columns Enhanced lookup columns Enforced lookup relationships Un-enforced lookup relationships Viewing items in list relationships
Final Thoughts & Questions Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology
Final Thoughts You have more options than straight out-of-the-box look, feel and functionality, even as a Power User Quick, free and easy alterations can really jazz up your site and are found by quick internet searches There are multiple ways of achieving similar outcomes Know when you need to involve IT
Session Suggestions How to Use jQuery to Enhance the User Experience Just missed it at 9am Marc Anderson No Code Enhancements to the SharePoint Interface 10:30am in the Forum Mark Miller (End User SharePoint) Mapping Mashups with SharePoint Designer 2:30pm in the Forum Tom Resing
Contact & Questions Joel Blog: joelsef.blogspot.com Twitter: @joelsef Email: email@example.com Ed Twitter: @edkwells Email: firstname.lastname@example.org Bethany Twitter: @bfaith20