1. Bringing Zest to SharePoint Sites Using Out-of-the-box Technology Joel Ward Edward Wells Bethany Kaplan

2. Introduction Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology

3. Who we are Joel Ward SharePoint Developer/Architect Edward Wells SharePoint Advisor/Developer Bethany Kaplan SharePoint Functional SME

4. 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.

5. 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

6. Quick Hits Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology

7. 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?

8. Changing the “SharePoint Look” – Themes

9. Changing the “SharePoint Look” – Master Page

10. 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

11. 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

12. 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>

13. 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

14. 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

15. 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

16. 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

17. Our Friend, the Content Editor Web Part The Content Editor Web Part is more versatile than you may think Can hold rich text, but can also hold HTML, JavaScript and CSS Can link to a code file in a document library or elsewhere using a Content Link Most HTML and JavaScript is allowed, though the <form> tag is not

18. Open List Item in New Window

19. Tiered Scenarios Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology

20. The Tier System Tier 1 No code Web browser configurations Tier 2 Content Editor Web Part Basic SharePoint Designer Power Users Tier 3 Advanced SharePoint Designer Server side programming Programmer and IT help required Tier 4 Enterprise applications Standard and 3rd party Web Parts Cascading Style Sheets JavaScript jQuery CAML Features SQL BI ASP.NET SSRS

21. 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

22. Page Pizzazz with Functionality Requirement: The site is boring and needs more dynamic content to draw users in Boring!

23. Tier 1: Basic Out-of-the-Box Changes Jazz up with Announcements: Fonts, Colors, Photos RSS Feeds Pictures

24. Announcements

25. RSS Feeds: News, Stocks,….

26. Pictures

27. Tier 2: Widgets and Gadgets Weather Google Gadgets WidgetBox And many more…

28. Weather

29. Google Gadgets Joke of the Day Birthday Viewer/Countdown Slideshows

30. Widgetbox Site Polls Slideshows Movement Mini-Calendar

31. Tier 2/3: Using jQuery

32. 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!

33. Scenario #2: Form and Column Control Tier 1: Description – “Admin Only” Tier 2: Script to Hide Fields Tier 3: Column-level security (Web Part)

34. Tier 1: Form Control through Description – “Admin Only” Very Simple Effective Most popular solution

36. Doesn't work if true security is needed

37. Newform.aspx vs. Editform.aspxCEWP to the rescue! Simple JavaScript Power user can implement <script type="text/javascript">vartrs = document.getElementsByTagName("TR");for (var r in trs) {var row = (trs[r].innerText || trs[r].textContent)+""; if (row.match(/^Row Title 1/) || row.match(/^Row Title 2/)){ trs[r].style.display = "none"; }}</script> http://moblog.bradleyit.com/2009/07/hideremove-workspace-from-sharepoint.html

38. 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

39. 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

42. 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

43. Tier 2/3: The Auto-complete Function – How It Works

44. 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/

45. Tier Next: 2010 previewLookups of the Future! Unique columns Enhanced lookup columns Enforced lookup relationships Un-enforced lookup relationships Viewing items in list relationships

47. Scrubs results at the point of inputIan Morrish: SharePoint 2010 Column Validation

48. Metrics & Key Performance Indicators Tier 1: Enterprise MOSS KPIs (if you’re so lucky) Tier 1: List Views (for WSS and MOSS Standard) Tier 2: DataViews or JavaScript in SPD Tier 3: SQL Server Reporting Services (SSRS), Performance Point, Custom Web Parts Tier 3/4: Other Enterprise BI solutions

49. Final Thoughts & Questions Bringing Zest to SharePoint Sites Using Out-of-the-Box Technology

50. 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

51. 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

52. Contact & Questions Joel Blog: joelsef.blogspot.com Twitter: @joelsef Email: joel@wardworks.com Ed Twitter: @edkwells Email: edkwells@gmail.com Bethany Twitter: @bfaith20