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Making SharePoint Look Good! Cory Peters Chief SharePoint Architect Eastridge Technology, Inc.
About Me Chief SharePoint Architect at Eastridge Technology, Inc. MCP, MCTS, VTSP Gamer, gadget geek, speaker Working with SharePoint since Portal Server 2003 Comp Science from NCSU Worked with all aspects of SharePoint including Architecture Administration Implementation Development Branding
Agenda What You Think You Want vs. What You Need SharePoint Publishing The Pieces Common Goals Branding Tips
I want SharePoint But I Don’t want It to look like SharePoint
What do you need? Out of the box! Master page Theme Let’s talk about effort Custom master page Custom page layouts Custom theme/CSS Custom web parts $ OOTB master page Custom Theme Custom CSS $$ $$$
SharePoint Publishing What it is and when to use it
Publishing Features Create page level templates (page layouts) Better control over navigation Allows administrators to  Change the welcome page Change the master page Apply custom CSS to all sites within the collection Apply a theme to all sites within the collection
When to use publishing Anytime you need high levels of branding customization Internet facing sites Driven by the marketing team Few authors, many readers Tightly controlled – workflow approval on content edits Need to support multiple browsers Internal facing sites Company intranet To maintain brand or provide consistent look and feel across sites Add a footer or additional content into all pages
The pieces What makes up a branding solution
Master pages Contains all Content placeholders Images Styles Controls Ribbon (2010) Top Navigation Left Navigation
Page layouts Contains web part zones Page structure Additional resources CSS JavaScript
Content Type Content areas Custom fields Images Date Text Dropdowns etc
Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder Content Type Web Part Zone & Web Parts Name WP Zone Email Phone Body
Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder Content Type Web Part Zone & Web Parts Name WP Zone Email Phone Body
Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder WP Zone Web Part Zone & Web Parts Name Email Phone Body
Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder WP Zone Name Email Phone Body
Building the structure My Bio Left Nav Placeholder Main Content Area Placeholder Name Email WP Zone Phone Body
Applying the CSS My Bio Left Nav Placeholder Main Content Area Placeholder My Bio Left Nav Placeholder Name Name WP Zone Email Email Phone Phone Body Body WP Zone
Themes In 2007 Full ability to customize CSS Difficult to deploy / manage In 2010 Customize colors and fonts using 12 colors and 2 fonts Easy to deploy Easy to develop Limited capability
SP2010 Themes
Branding tips Things to consider
#1 – Branding Navigation 2007 Navigation is a series of nested tables Very difficult to brand 2010 Navigation uses a UL (Unordered List) Much easier to brand Simpler CSS Very flexible
2010
#2 – Handle flyouts Be sure to consider and be aware of flyouts and multiple level flyouts
#3 – Don’t reinvent the wheel Take advantage of the starter master pages Microsoft http://code.msdn.microsoft.com/odcSP14StarterMaster Randy Drisgill http://startermasterpages.codeplex.com/ These help with Favicon Footer Fixed width designs Extra comments to understand what’s going on
#4 – user controls Don’t delete controls if you’re not using them… instead move them to a <asp:Panelrunat=“server” visible=“false”></asp:Panel> at the bottom of your master page
#5 – Configuring Page Layouts Make sure you set a default page layout (2010) Don’t use web parts on your default layout Make sure you configure which page layouts are available (2007 and 2010) Site Settings > Page layouts and site templates
#6 – Referencing Fields When referencing fields use the internal name rather than the ID of the field for maintainability
#7 – Web Part Design Stay away from rounded corner designs (Especially for an intranet or read only users) Make sure your web part designs can grow in both width and height Web Part Title This is the body of a sample web part. What happens if the user puts this web part in a zone that is too wide for the web part design?
#8 – Centering your Site Add class=“s4-nosetwidth”
Common Branding Goals Demos
Demo: page layout Building an employee profile page
Demo: content rollup  Reusing content across your site
Questions? Contact Us 201 West Third Street Suite 1250 Winston-Salem, NC 27101 (336) 831-9800 Software Services for Customer Success Our Partners Stay Connected http://www.eastridge.net http://facebook.com/#!/EastridgeTechnology http://twitter.com/eastridgetech

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Making SharePoint Look Good!

  • 1. Making SharePoint Look Good! Cory Peters Chief SharePoint Architect Eastridge Technology, Inc.
  • 2. About Me Chief SharePoint Architect at Eastridge Technology, Inc. MCP, MCTS, VTSP Gamer, gadget geek, speaker Working with SharePoint since Portal Server 2003 Comp Science from NCSU Worked with all aspects of SharePoint including Architecture Administration Implementation Development Branding
  • 3. Agenda What You Think You Want vs. What You Need SharePoint Publishing The Pieces Common Goals Branding Tips
  • 4. I want SharePoint But I Don’t want It to look like SharePoint
  • 5. What do you need? Out of the box! Master page Theme Let’s talk about effort Custom master page Custom page layouts Custom theme/CSS Custom web parts $ OOTB master page Custom Theme Custom CSS $$ $$$
  • 6. SharePoint Publishing What it is and when to use it
  • 7. Publishing Features Create page level templates (page layouts) Better control over navigation Allows administrators to Change the welcome page Change the master page Apply custom CSS to all sites within the collection Apply a theme to all sites within the collection
  • 8. When to use publishing Anytime you need high levels of branding customization Internet facing sites Driven by the marketing team Few authors, many readers Tightly controlled – workflow approval on content edits Need to support multiple browsers Internal facing sites Company intranet To maintain brand or provide consistent look and feel across sites Add a footer or additional content into all pages
  • 9. The pieces What makes up a branding solution
  • 10. Master pages Contains all Content placeholders Images Styles Controls Ribbon (2010) Top Navigation Left Navigation
  • 11. Page layouts Contains web part zones Page structure Additional resources CSS JavaScript
  • 12. Content Type Content areas Custom fields Images Date Text Dropdowns etc
  • 13. Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder Content Type Web Part Zone & Web Parts Name WP Zone Email Phone Body
  • 14. Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder Content Type Web Part Zone & Web Parts Name WP Zone Email Phone Body
  • 15. Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder WP Zone Web Part Zone & Web Parts Name Email Phone Body
  • 16. Building the structure Master Page Page Layout My Bio Page Title Placeholder Left Nav Placeholder Main Content Area Placeholder WP Zone Name Email Phone Body
  • 17. Building the structure My Bio Left Nav Placeholder Main Content Area Placeholder Name Email WP Zone Phone Body
  • 18. Applying the CSS My Bio Left Nav Placeholder Main Content Area Placeholder My Bio Left Nav Placeholder Name Name WP Zone Email Email Phone Phone Body Body WP Zone
  • 19. Themes In 2007 Full ability to customize CSS Difficult to deploy / manage In 2010 Customize colors and fonts using 12 colors and 2 fonts Easy to deploy Easy to develop Limited capability
  • 21. Branding tips Things to consider
  • 22. #1 – Branding Navigation 2007 Navigation is a series of nested tables Very difficult to brand 2010 Navigation uses a UL (Unordered List) Much easier to brand Simpler CSS Very flexible
  • 23. 2010
  • 24. #2 – Handle flyouts Be sure to consider and be aware of flyouts and multiple level flyouts
  • 25. #3 – Don’t reinvent the wheel Take advantage of the starter master pages Microsoft http://code.msdn.microsoft.com/odcSP14StarterMaster Randy Drisgill http://startermasterpages.codeplex.com/ These help with Favicon Footer Fixed width designs Extra comments to understand what’s going on
  • 26. #4 – user controls Don’t delete controls if you’re not using them… instead move them to a <asp:Panelrunat=“server” visible=“false”></asp:Panel> at the bottom of your master page
  • 27. #5 – Configuring Page Layouts Make sure you set a default page layout (2010) Don’t use web parts on your default layout Make sure you configure which page layouts are available (2007 and 2010) Site Settings > Page layouts and site templates
  • 28. #6 – Referencing Fields When referencing fields use the internal name rather than the ID of the field for maintainability
  • 29. #7 – Web Part Design Stay away from rounded corner designs (Especially for an intranet or read only users) Make sure your web part designs can grow in both width and height Web Part Title This is the body of a sample web part. What happens if the user puts this web part in a zone that is too wide for the web part design?
  • 30. #8 – Centering your Site Add class=“s4-nosetwidth”
  • 32. Demo: page layout Building an employee profile page
  • 33.
  • 34. Demo: content rollup Reusing content across your site
  • 35.
  • 36.
  • 37. Questions? Contact Us 201 West Third Street Suite 1250 Winston-Salem, NC 27101 (336) 831-9800 Software Services for Customer Success Our Partners Stay Connected http://www.eastridge.net http://facebook.com/#!/EastridgeTechnology http://twitter.com/eastridgetech

Editor's Notes

  1. Before you brand consider this:You bought SharePointConsider the usability testing Microsoft has done on the productThink about training and having to update training materials for the new brandThink about reference materials such as blogs, books, video training that is done on OOTB brandingIf you move UI components in order to make it “not look like SharePoint” you’re going to potentially open a door that makes maintenance more difficult and confuses users that may be familiar with SharePoint alreadyPlan for future investments in your branding solution. 2010 introduces the Ribbon and social features such as tagging, notes, ratings, etc that need to be integrated into the brand
  2. Start in SharePoint Designer. Show Page layouts Started by copying and pasting from ArticleLeft.aspxJump to SharePoint Show Content Type Show Content Type Association Show Content Type added to Pages Library Jump to SharePoint Designer Add Fields Build HTMLBack to SharePoint Create Page Cory Peters Change Page Layout Fill in information PublishSite Settings Modify Available Page Layouts Set default page layout Create a new page and then delete for demo
  3. Go to employees homepage Add content query web part Target query to pages library Target content type to employee page Sort by title ASC Select Image on left Add in PublishingPageContent Publish PageRestore Employee Profiles CQWP