SPSDenver - Wrapping Your Head Around the SharePoint Beast


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Overview of SharePoint Introduction to SharePoint Development

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  • The SharePoint Server has gained a lot of popularity with the release of Microsoft Office SharePoint Server 2007. With the inclusion of document management and enterprise search capabilities, as well as Records Center and Excel Services modules, more and more companies are turning toward SharePoint in search of solutions to their business problems. With this growth comes big opening for business opportunities, but those who don’t have the right training approach stand to lose out on a customer’s or internal business units satisfaction.Some of the SharePoint environment roles are often defined as IT related, and information workers are often overlooked.Lack of training is the number one
  • SPSDenver - Wrapping Your Head Around the SharePoint Beast

    1. 1. Wrapping Your Head Around the SharePoint BeastMark Rackley – Solutions Architect /SharePoint Practice Lead / DeveloperEmail: mrackley@juniper-strategy.comBlog: http://www.sharepointhillbilly.comTwitter: http://www.twitter.com/mrackley
    2. 2. My introduction to SharePoint
    3. 3. Session Outline• Why SharePoint?• What is SharePoint?• SharePoint Overview• What is SharePoint Development?• Steps to becoming a SharePoint Developer• The SharePoint Community3
    4. 4. Learning SharePoint
    5. 5. 5 Stages of Learning SP Dev•Denial – “They aren’t really going to make me learnthis. They’ll forget all about it in the next few months andmove onto something new.”•Anger – “This is SO stupid! I can’t believe they are makingme learn this! It’s impossible!”•Bargaining – “Okay.. How about this, I’ll do support 24/7for the rest of my life, just don’t make me learn this!”•Depression – “It’s hopeless. I’ll never learn this. I wonderif McDonald’s is hiring?”•Acceptance – “Well, it looks like I have no choice… maybeit won’t be that bad? Hey! At least it will look good on myresume?”6
    6. 6. Why SharePoint as a development Platform?7
    7. 7. Why SharePoint? .NET SharePoint Data Storage Data Storage Presentation Presentation Security Security Clustering Clustering API’s API’s Office Integration Office Integration Features Features8 Source: http://www.sharepointcowboy.com
    8. 8. What IS SharePoint?• A File Share?• Content Management System?• Workflow Engine?• Collaboration Portal?• A silver bullet for all your business processes?• The cure for cancer?
    9. 9. SharePoint – What it is
    10. 10. SharePoint – The Instructions
    11. 11. SharePoint Overview
    12. 12. Terminology (Remember when a Web Application was a Web Application)Farm Elevated Privileges Safe Control CAML Site Column Feature Declarative Workflow STSADMSite Collection Persisted Object Application Page Content Type Site Definition List Definition Solution Package ScopeContent Database List Instance Event Receiver Central Administration Publishing Page ONET Web Application Theme List View Feature Receiver Field Control Team Site Client Object Model
    13. 13. SharePoint Overview
    14. 14. SharePoint Has a Farm…
    15. 15. Server Farms• A collection of SharePoint role Server Farm servers and a SQL database Web Front server Ends• Servers can perform one or more functions (web front end, search, application, etc.)• Farm-level features are managed Application via Central Administration• Custom code can be deployed at the Farm level and managed centrally• Solution Packages allow custom Database code to be automatically deployed across the farm
    16. 16. SharePoint Overview
    17. 17. SharePoint Overview
    18. 18. SharePoint Overview Source: http://www.sharepointcowboy.com
    19. 19. Logical Architecture & Taxonomy • Logical architecture model: Corporate deployment – http://technet.microsoft.com/en-us/library/cc261995.aspx – http://go.microsoft.com/fwlink/?LinkId=82151&clcid=0x40920
    20. 20. Logical Architecture Diagram21
    21. 21. 22
    22. 22. Governance• What is this thing everyone talks about?• Get executive buy-in• Set up committee – As few IT people as possible, but led by IT – Make sure decision makers from important departments play key role• Document policies• Determine correct level of control – Too much will frustrate users – Too little will render sites unusable• Enforce Policies23
    23. 23. Taxonomy & Governance Community/Microsoft Recommended Core Corporate Intranet Taxonomy24
    24. 24. Information Architecture • GUIDANCE: MICROSOFT OFFICE SHAREPOINT SERVER 2007 INFORMATION ARCHITECTURE – http://www.microsoft.com/industry/healthc are/technology/hpo/knowledgeworker/mos s2007informationarchitecture.aspx Microsoft Office SharePoint 2007 Information Architecture describes how to plan and design an information architecture and provides step- by-step instructions showing how to configure Microsoft® Office SharePoint® Server 2007 with these settings.25
    25. 25. Path To SharePoint Developer26
    26. 26. Path To SharePoint Developer • Create sitesEnd User • Work with lists & Document Libraries • Use basic web parts • Manage content • Add users • Manage simple workflows http://www.endusersharepoint.com
    27. 27. Path To SharePoint Developer • Configure SharePoint farm • Use Central Admin • STSADM / PowerShell • Deploy Features • Add Workflows to Lists • Configure Search • Be familiar with all out of the box web parts • Know 12 Hive structure and what’s in there
    28. 28. Path To SharePoint Developer • Know how & WHEN to use SharePoint Designer • Be .NET developer • Know XSLT, CAML, XML, JavaScript, jQuery, and other acronyms • Be familiar with SharePoint Object Model • Be familiar with SharePoint Web Services • Be able to debug • Be able to Package
    29. 29. Path To SharePoint Developer • Be able to use all the acronyms appropriately • Fake everything else
    30. 30. Path To SharePoint Developer• Know the Basics! – Content Types – Site Columns – Lists – Workflows – Permissions – Calculated Columns – Out of the box Web Parts
    31. 31. What IS SharePoint Development? Gifted .NET Developer != SharePoint Developer32
    32. 32. Development Options33
    33. 33. Development Options • Out of the box features – Custom Views – Web Parts – Attend some End User Sessions!34
    34. 34. SharePoint Designer… if you can’t say anything nice… SharePoint Designer (SPD) • The Good – Don’t have to develop on the server – SPD Workflows – Developing Branding – Data View Web Parts – Data Views on External data sources • The Bad – SPD Workflows – Un-Ghosting • The Ugly – Possible to break a site collection • Be careful modifying default aspx files – Migration & Restores • Disconnect Workflows35
    35. 35. Development Options• Javascript / jQuery – No deployment necessary • Put .js files in Document Library (or deploy to file system) • Reference scripts in CEWP or with ScriptLinks in Custom Actions – Missing piece of SharePoint Out of the Box? • Do complicated joins of data for reporting • Graphical awesomeness with multitude of free libraries – SPServices • jQuery library for accessing SharePoint’s Web Services • Executes as authenticated user – But be careful with jQuery • Executed on the Client computer, not the server • Can cause performance issues A Dummies Guide to SharePoint and jQuery http://bit.ly/jQueryForDummies36
    36. 36. Visual Studio Development• Develop on a farm – Event Receivers – Custom Web Parts – Workflows – Custom Actions – Package XML• Remote development – Web Services / REST – Integration with legacy systems / web sites – Batch processing37
    37. 37. Cracking open Visual Studio• Virtual Machines – Virtual Box or VMWare Player – Free VHD from Microsoft (time bombed) • 2007 - http://www.microsoft.com/downloads/details.aspx?familyid=67F93DCB-ADA8- 4DB5-A47B-DF17E14B2C74&displaylang=en • 2010 - http://www.microsoft.com/downloads/details.aspx?FamilyID=0c51819b-3d40- 435c-a103-a5481fe0a0d2&displaylang=en – Build your own if possible • Windows Server 2003 / 2008 • SQL Server 2005 / 2008 • MOSS 2007 / SharePoint 2010(Don’t do basic install!) • Office • SharePoint Designer • Visual Studio38 • SDK’s etc..
    38. 38. Custom Development • Web Part Development – Learn File Structure and XML files purpose39
    39. 39. Development Tools… (There’s an App For that) • Web Part Development cont. – STSDev from http://codeplex.com • Creates structure and XML files for you – avoids typos in XML • Great build options:40
    40. 40. Debugging• Event Logs – Admin Tools->Computer Management-> Event Viewer41
    41. 41. Debugging• SharePoint Logs – C:Program FilesCommon FilesMicrosoft ShareWeb Server Extensions12LOGS – Can write to logs when writing custom code42
    42. 42. Debugging – Visual Studio43
    43. 43. Deployment44
    44. 44. Solution Packages• .WSP file (WSS Solution Package)• Easily Deploy and Retract Files• SharePoint manages deploying to multiple WFEs• Deployed with STSADM• #1 Best Practice For Developers!
    45. 45. Solution Packages• Contains two things – All necessary files – Instructions for handling those files• What Can be deployed? – Assemblies – Any file to SharePoint Root – Custom Code Access Security Policies – Web Part definitions and resources
    46. 46. Free Tools…• Custom Development / Deployment – STSDev – WSP Builder• SPServices – Access SharePoint Web Services using jQuery – http://spservices.codeplex.com• Don’t forget to check CodePlex!
    47. 47. Free Tools Rock • Internet Information Services (IIS) 6.0 Resource Kit Tools • http://www.microsoft.com/downloads/details.aspx?FamilyID=56fc9 2ee-a71a-4c73-b628-ade629c89499&displaylang=en • Metabase Explorer to fix port conflicts • Fiddler – Web Debugging Proxy • http://www.fiddler2.com/Fiddler2/version.asp • Performance Tuning, inspect session data, etc • Application Pool Manager • http://www.harbar.net/articles/APM.aspx • IIS Reset usually not necessary, recycle app pools is much quicker • SQL to CAML Converter – http://www.spsprofessional.com/sqlcaml.aspx48
    48. 48. The SharePoint Community
    49. 49. A Word (or two) About Community Don’t leave home without it!50
    50. 50. To Avoid SharePoint Fail…51 Image Source: http://theroosterstrikes.files.wordpress.com
    51. 51. You Gotta Drink the Kool-Aid! • Join the Community • Read Blogs • Read Books • Setup a Virtual Machine • Start a blog • Attend events • DON’T BE AFRAID TO DO SOMETHING!52 Image Source: http://www.irvinehousingblog.com
    52. 52. Mark Rackley • Email: mrackley@gmail.com • Blog: http://www.sharepointhillbilly.com • Twitter: http://www.twitter.com/mrackley53