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Team Site Portfolio


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PowerPoint presentation of my minutes portion of the final presentation for SetFocus\' SharePoint class graduated in November, 2010

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Team Site Portfolio

  1. 1. SharePoint Acme Towing Communications Portfolio<br />By Stephen Kleimeyer<br />Email:<br />Phone: 540-635-9049<br />LinkedIn Profile:<br /><br />
  2. 2. ACME Towing Communications Division Table of Contents<br />Implementing a Team Site<br /><ul><li>Team Calendar
  3. 3. Connect and View in MS Outlook
  4. 4. Contacts List Template and Sub-Site
  5. 5. ACME Newsletter
  6. 6. ACME Vendor Sub-Site
  7. 7. Vendor List Definition
  8. 8. Sub-Site Generation Web Part</li></li></ul><li>Technical Requirements<br />SharePoint 2007<br />Microsoft Office 2007/MOSS 2007<br />Visual Studio 2008<br />Microsoft SQL Server 2005<br />Windows SharePoint Services<br />
  9. 9. Business Requirements<br /><ul><li>Create a shared calendar integrated with outlook.
  10. 10. Establish a shared contact list.
  11. 11. Publish a monthly newsletter.
  12. 12. Reduce the amount of manual processing of purchase orders.
  13. 13. Create a portal for it’s towing providers.
  14. 14. Create a custom look and feel for each of it’s towing providers.</li></li></ul><li>Implementing a Team Site <br />Collaborations and communications<br />
  15. 15. ACME Team Calendar SK<br /><ul><li>The purpose of a team calendar is briefing of company events of interest to colleagues and vending customers of ACME Towing.
  16. 16. To connect the Calendar to MS Outlook click the Calendar link in Quick Launch.</li></li></ul><li>Connect to Outlook SK<br /><ul><li>From the calendar view page click Calendar link in Quick Launch on left.
  17. 17. Then click Actions, Connect to Outlook.</li></li></ul><li>View calendar in Outlook<br /><ul><li>In MS Outlook, click the Calendar tab and make sure that Team Calendar is checked to view the Team Calendar.</li></li></ul><li>Create Contacts List <br />From All Site Content in Lists view:<br /><ul><li>Click Create
  18. 18. From Create page click Contacts
  19. 19. In the Name field in New page enter My Contacts</li></li></ul><li>Create List Template<br /><ul><li>My Contacts link appears in Quick Launch under Lists heading.
  20. 20. To create the template: My Contacts => Settings=>List Settings=> Save list as template</li></li></ul><li>Save List Template to Gallery<br /><ul><li>In the Save as Template page, enter MyContacts in File name field, and My Contacts in Template name field. Click OK.
  21. 21. From main site page click Site Actions, Site Settings.
  22. 22. Under the Galleries heading click List Templates
  23. 23. The resulting template is saved in the Gallery.</li></li></ul><li>Contacts Management Sub-site<br />The site for Contacts List has been created, and provided with a web part that displays a view of the custom list called My ACME Contacts, based on the My Contacts template.<br />
  24. 24. ACME Newsletter Based on News Site Template<br /><ul><li>Our Newsletter site is based on the News Site template containing Web Content management and the Site Publishing features.
  25. 25. Just click the Create button to create a site for News Publishing.</li></li></ul><li>The Main Site Has a Link to ACME Newsletter<br />The right hand side of the ACME site has a Links web part. One of the links points to ACME Monthly Newsletter.<br />
  26. 26. The News Publication Site<br /><ul><li>The page on the left is the ACME News site. The red arrow points to the link to the latest monthly news article.
  27. 27. The page on the right is a newsletter feature article. The text is just a sample of what I created, given the coming holiday season. It was the week before Thanksgiving 2010 at the time.</li></li></ul><li>Implementing Site Definition <br />Creating vendor sub sites for ACME Towing containing document libraries for purchase orders and invoices.<br />
  28. 28. ACME Vendors Site Definition<br />This XML code defines the site template for ACME Vendors:<br />  <?xml version="1.0" encoding="utf-8" ?> <br />- <Templates><br />- <Template Name="Vendors" ID="10001"><br />  <Configuration ID="1" Title="Vendors" Description="" Hidden="FALSE" ImageUrl="/_layouts/images/stsprev.png" DisplayCategory="ACME" /> <br />  </Template><br />  </Templates><br />
  29. 29. The Custom Site Template <br />The site definition for ACME vendors is a customized blank site, solely for sub sites for ACME main site.<br />
  30. 30. Code for the ACME Vendor Sub site Creation Web Part<br />This is the code for the user interface: This is the code for creating sub site:<br />
  31. 31. Implementing the Sub site Creation Web Part<br /><ul><li>The user interface shown here is the web part to create sub sites with the custom vendor site definition.
  32. 32. The data entered here are for an XYZ Corp, with rate of 2.50, URL: http://vm064/XYZCorp.</li></li></ul><li>Site Successfully Created <br /><ul><li>This is the result of the sub site successfully generated by the web part.
  33. 33. Note that the Invoices and Purchase Orders Document Libraries are provisioned in the new site. The web part contains the functionality to include the document libraries automatically.</li>