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UX01 Customization Tour Of SharePoint - APAC Conference Sydney - 2007

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This is an old presentation from the SharePoint APAC Conference in Sydney.

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UX01 Customization Tour Of SharePoint - APAC Conference Sydney - 2007

  1. 2. UX01 A Guided Tour Through  SharePoint  HTML, CSS, and Master Page Resources  Chandima Kulathilake Microsoft MVP (Microsoft Office SharePoint Server) http://www.chandima.net/Blog/ Provoke Solutions, New Zealand
  2. 3. Session Objectives <ul><li>Learn about options available to you for customising SharePoint </li></ul><ul><li>Learn about the CSS elements in SharePoint and how to change these to customise sites </li></ul><ul><li>Learn how to create and modify existing master pages </li></ul><ul><li>Learn about page layouts </li></ul>
  3. 4. Customization Options and Their Tools Change Site Logo, Format, Parts Change Colors, Backgrounds, Fonts Edit CSS files <ul><li>Change Page Layout and Content </li></ul><ul><ul><li>Edit Master Pages Edit Page Templates (MOSS only) </li></ul></ul>Share Your Customization with Others Build Themes and Site Definitions easy Browser SharePoint Designer SPD + Visual Studio complex
  4. 5. Customization Options and Their Tools Browser based customizations <ul><li>Change the site logo </li></ul><ul><li>Change the site web part layouts or add some new web parts </li></ul><ul><li>Change the “Quick Launch” navigation </li></ul><ul><li>Change or add a new tab navigation element </li></ul><ul><li>Apply a new “theme” </li></ul><ul><li>And if the site is based on MOSS you can apply new “chrome” from the existing master page gallery </li></ul>
  5. 6. Demo <ul><li>Customizing SharePoint in the browser </li></ul>
  6. 7. Customization Options and Their Tools SharePoint Designer based customizations <ul><li>Modify default style sheets and create new style sheets </li></ul><ul><li>Create and Edit master pages </li></ul><ul><li>Create Publishing Page Layouts </li></ul>
  7. 8. SharePoint Style sheets WSS vs MOSS
  8. 9. Customizing SharePoint CSS core.css _layouts (on disk) default.master Normal <CssLink/> core.css _layouts (on disk) default.master core.css _styles (in web) Customized <CssLink/>
  9. 10. Demo <ul><li>Customizing SharePoint CSS in SharePoint Designer </li></ul>
  10. 11. CSS Tips and Tricks <ul><li>Modify any style from a SharePoint style sheet to trigger customization </li></ul><ul><ul><li>Custom CSS file (core.css) stored in _styles folder in web </li></ul></ul><ul><ul><li>Delete to turn off customization </li></ul></ul><ul><li>In SharePoint Designer: </li></ul><ul><ul><li>Use filters in Apply Styles task pane to see just the styles used by the current page or selection </li></ul></ul><ul><ul><li>Use CSS Property Grid to analyze overrides </li></ul></ul><ul><ul><li>Use the Summary mode in CSS Property Grid to view only the set properties </li></ul></ul><ul><ul><li>Use IE Developer Toolbar or Mozilla </li></ul></ul>
  11. 12. Customization Options and Their Tools Change Site Logo, Format, Parts Change Colors, Backgrounds, Fonts Edit CSS files <ul><li>Change Page Layout and Content </li></ul><ul><ul><li>Edit Master Pages Edit Page Templates (MOSS only) </li></ul></ul>Share Your Customization with Others Build Themes and Site Definitions complexity Browser SharePoint Designer SPD + Visual Studio
  12. 13. Master page concepts <ul><li>One page (master) holds the “chrome” </li></ul><ul><li>Many pages point at the Master </li></ul><ul><li>Master Page defines “Placeholders” which can be overridden in child page </li></ul>Master Page “Chrome” (default.master) Content Page (default.aspx)
  13. 14. Master page tokens <ul><li>Two dynamic tokens </li></ul><ul><ul><li>~masterurl/default.master </li></ul></ul><ul><ul><ul><li>spweb.MasterUrl </li></ul></ul></ul><ul><ul><ul><li>“ System Master Page” in MOSS (For App Pages) </li></ul></ul></ul><ul><ul><li>~masterurl/custom.master </li></ul></ul><ul><ul><ul><li>spweb.CustomMasterUrl </li></ul></ul></ul><ul><ul><ul><li>“ Site Master Page” in MOSS (For Sites) </li></ul></ul></ul><ul><li>Two static tokens </li></ul><ul><ul><li>~sitecollection/default.master </li></ul></ul><ul><ul><li>~site/default.master </li></ul></ul>MOSS User Interface:
  14. 15. SharePoint Page Layout Application Pages /_layouts/ application.master .master /_layouts/ create.aspx .aspx Spweb.masterurl default.aspx /shared documents/ allitems.aspx /_catalogs/masterpage/ default.master .aspx .aspx .master Content Pages http://myserver File System Templates ..Common FilesMicrosoft Sharedweb server extensions12TEMPLATESiteTemplates SiteTemplatesSTS default.aspx Pages viewpage.aspx Global default.master
  15. 16. Default.master Placeholders Default.master contains ~30 placeholders, ~22 of them in the page body All of them must be defined in a replacement master
  16. 17. Demo <ul><li>Working with Master pages in SharePoint Designer </li></ul>
  17. 18. Master Page Customization <ul><li>Two techniques for customizing layout: </li></ul><ul><ul><li>Start with a copy of default.master </li></ul></ul><ul><ul><ul><li>Remove markup around placeholder </li></ul></ul></ul><ul><ul><ul><li>Rebuild in place </li></ul></ul></ul><ul><ul><li>Start with a blank or minimal master page </li></ul></ul><ul><ul><ul><li>Build from ground up </li></ul></ul></ul><ul><ul><ul><li>Copy placeholders from default.master or </li></ul></ul></ul><ul><ul><ul><li>Minimal.master page available to download from MSDN </li></ul></ul></ul><ul><ul><ul><li>http://msdn2.microsoft.com/en-us/library/aa660698.aspx </li></ul></ul></ul>
  18. 19. MOSS Layout Architecture default.aspx gets “chrome” from tasks/forms/ allitems.aspx pages/ gearsofwar.aspx pages/ lostplanet.aspx gets “layout” from _catalogs/masterpage/ game.aspx _catalogs/masterpage/ default.master gets “chrome” from _catalogs/masterpage/ default.master spweb.MasterUrl spweb.CustomMasterUrl WSS Layout Architecture
  19. 20. Master Page Cast of Control Characters (in order of appearance) <ul><li><SharePoint:CssLink> </li></ul>Renders path to default CSS file for site, plus spweb.AlternateCssUrl, if specified <SharePoint:Theme> Renders theme CSS files, if a theme is specified for the site <SharePoint:ScriptLink> Renders a link to a script file with a date time hash <head> control <head> control <head> control <SharePoint:CustomJSUrl> Renders a link Custom JavaScript URL defined in onet.xml (if present) <head> control <SharePoint:SoapDiscoveryLink> Renders path to .disco file, which lets clients like VS2005 discover web services on the sever <head> control
  20. 21. Master Page Cast of Control Characters <ul><li>Allows swapping of controls via feature </li></ul><ul><ul><li>Example: search is basic in WSS, advanced in MOSS </li></ul></ul><ul><ul><li>Lower sequence number in feature.xml determines winner </li></ul></ul><SharePoint:DelegateControl> Allows for feature-driven, declarative determination of a Child control to render in a page <head> control <ul><li>Delegate Controls: </li></ul><ul><ul><li>AdditionalPageHead – Free for all </li></ul></ul><ul><ul><li>GlobalSiteLink0, 1, 2 – Area at top right of page </li></ul></ul><ul><ul><li>SmallSearchInputBox – Search area </li></ul></ul><ul><ul><li>TopNavigationDataSource </li></ul></ul><ul><ul><li>PublishingConsole </li></ul></ul><ul><ul><li>QuickLaunchDataSource </li></ul></ul>
  21. 22. Master Page Cast of Control Characters <WebPartPages:SPWebPartManager> Enables web part framework on MasterPages. WebPartManagers should generally always be defined in master pages. <asp:SiteMapPath id=&quot;GlobalNavigationSiteMap&quot; > Provides top navigation breadcrumb. Connects to SPSiteMapProvider (also used for page breadcrumb) nonvisual control <wssuc:Welcome > Provides Welcome <user> dropdown with per-user options. <SharePoint:SPLinkButton>/ <SharePoint:ProjectProperty Property=&quot;Title“> Renders Title of the Site with a link back to the home page. <SharePoint:SiteLogoImage> Renders logo of the site if defined on the web, or the value of the LogoImageUrl property
  22. 23. Master Page Cast of Control Characters <SharePoint:AspMenu ID=&quot;TopNavigationMenu&quot; Displays top navigation “tabs”. <SharePoint:SiteActions> Renders the SiteActions dropdown. Note that the SiteActions dropdown can be extended via ‘ features’ or directly in page. <wssuc:DesignModeConsole > In edit mode, shows the editing status of the page and provides an Exit Edit Mode button. <SharePoint:FormDigest> Renders a security hash into the page; needed for performing some updates. <SharePoint:SPNavigationManager> Manages a left hand navigation control (either the Quick Launch list, or the tree view) nonvisual control
  23. 24. Master Pages Tips and Tricks <ul><li>Toggle Visual Aids off for WYSIWYG view </li></ul><ul><ul><li>Collapses empty placeholders </li></ul></ul><ul><li>Split view is your friend </li></ul><ul><ul><li>Select in Design view, see source in Code view </li></ul></ul><ul><li>Use Master Page toolbar to select placeholders by name </li></ul><ul><li>Use Tag Toolbar to diagnose hierarchy and make tricky selections </li></ul><ul><li>Safety net: </li></ul><ul><ul><li>Use Version History command to roll back </li></ul></ul><ul><ul><li>Use Revert command to get back to original master from site def </li></ul></ul>
  24. 25. Customizing Page Layouts Office SharePoint Server <ul><li>Design for Publishing Pages is simple: </li></ul><ul><ul><li>Browser UI for entering content (authors) </li></ul></ul><ul><ul><li>SharePoint Designer for creating/editing new Page Layouts (designers) </li></ul></ul><ul><li>Like ghosting, but inside the content DB </li></ul><ul><li>Special entry point in SharePoint Content section of File : New dialog when Publishing feature is activated </li></ul><ul><li>Special Toolbox categories appear when editing a Page Layout </li></ul>
  25. 26. Last Demo <ul><li>Page Layouts </li></ul>
  26. 27. Summary <ul><li>Saw how to customize SharePoint using the browser </li></ul><ul><li>CSS based customizations </li></ul><ul><li>Master page customizations </li></ul><ul><li>Page layout build </li></ul>
  27. 28. Resources <ul><li>My blog – presentation deck files and samples will be available for download </li></ul><ul><ul><li>http://www.chandima.net/Blog/ </li></ul></ul><ul><ul><li>http://blogs.provoke.co.nz/Ari </li></ul></ul><ul><ul><li>http://blogs.provoke.co.nz/Zac </li></ul></ul><ul><li>SharePoint Designer Team Blog </li></ul><ul><ul><li>http://blogs.msdn.com/sharepointdesigner/ </li></ul></ul><ul><li>SharePoint Team Blog </li></ul><ul><ul><li>http://blogs.msdn.com/sharepoint </li></ul></ul><ul><li>SharePoint Developer Portal on MSDN </li></ul><ul><ul><li>http://msdn2.microsoft.com/en-us/office/aa905503.aspx </li></ul></ul><ul><li>SharePoint Community Portal </li></ul><ul><ul><li>http://sharepoint.microsoft.com/sharepoint/default.aspx </li></ul></ul>
  28. 29. Thank you and Q & A <ul><li>Don’t forget your evaluation form  </li></ul>

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