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Developing
Branding
Solutions
Thomas
Daly, tdaly@bandrsolutions.
com
About Me
 SharePoint  Consultant @ B&R Business
  Solutions, based out of NJ
 A SharePoint Developer – specializing in UI
  objects (webparts, user controls) both
  ASP.NET & jQuery components.
 A SharePoint Brander – transform designs
  into CSS & images to skin SharePoint.
Topics we’ll cover
 Master Pages
 Themes
 Deployment Considerations
 Advanced Themes
 Additional Page Head Methods
 Auto-Brand New Sites
 Feature Based Application of Branding
What is SharePoint Branding?
 Creating   a visual identity in SharePoint

 Why   brand SharePoint? – Top 4 Reasons
    Create a unique look and feel
    Maintain company visual identity
    Create distinct web areas
    Make it not look like SharePoint
What does branding involve?
    Master Pages
    Page Layouts
    Themes
    Cascading Style Sheets (CSS)
    Images
    JavaScript
What to be aware of
 Planyour approach
 Consider the end users
 Have the right tools
 Browsers, Browsers, & Browsers
Tools
   Visual Studio 2010
   SharePoint Designer 2010
   Browser Developer Toolbars
       IE (F12) Dev Toolbar
       Firebug (for FireFox)
   Visual Studio CSS Plugins
       Web Essentials
   Theme Builder
   CKS: Development Tools
   Color Pickers
       ColorPic
       ColorCop
Themes
3 Approaches to creating/updating the
 theme
    Existing theme can be modified in UI
     (Publishing Features on SC level)
    New theme can be created in PowerPoint
     and imported
    Microsoft Theme Builder Tool
 http://connect.microsoft.com/themebuilder
Master Pages
   Creates a consistent look & layout for pages in your site.
   If your going custom, Start Clean!
       Clean v4 – Tom Daly
           My Master Page – basically V4.master, subtracting the V3 content
            areas, highly document, all controls, & maintain all SharePoint
            functionality
       Starter Master Pages – Randy Drisgill
           Codeplex project, nicely documented
           Problem with Treeview Nav & Vertical Grip

   Others, haven’t used yet
       Just the Essentials – Heather Solomon
       HTML 5 – Kyler Schaeffer
Master Pages (key points)
   Search – uses Minimal.Master
       If you plan to have it look like your custom SharePoint
        master page follow this blog to convert it. Link
   Important things to remember when working in your
    Master Page
       Special Classes
           noindex – prevent content from being indexed
           s4-notdlg – prevent contents from appearing in dialogs
           s4-notsetwidth – used to set a fixed width
           Be careful working with the s4-workspace, test the master
            page at various times to ensure that the scrollbars still
            work
       Use a DEV toolbar to inspect elements & test CSS
       Do not cut out ASP controls, Hide them.
Consideration for CSS &
Images
   SharePoint:CSSRegistration   vs <Link>

   Deploy to Style Library or Layouts
   Conditional CSS for Browsers Targeting
Feature Based Branding
 Pros                           Cons
    Easy to apply across          Difficult to make
     Site Collections, Sites        quick style changes
     and Sub-Sites
                                    (there’s a trick)
    Repeatable Branding
                                   You’ll need to know
    Powerful, can
     accomplish many                how to use Visual
     tasks – fast!                  Studio 2010
    Easily rolled out across
     environments
Feature Based Branding – cont.
                   Feature


Feature Receiver
                                           Site Icon



                             Master Page

   Theme
Pseudo Theme
   When regular theming is just not enough!
   No touching the Master Page
   Both feature based – samples provided

   Technique #1
       Apply Theme
       Apply Alternative CSS
   Technique #2
       Apply CSS File via AddtionalPageHead
Technique #1
   Take advantage of
    the power of the
    feature receiver to
    apply an alternate
    CSS & apply a theme

   Use the theme as a
    base CSS layer
Technique #2
   Additional Page Head – a delegate control located in the
    <HEAD> of SharePoint master pages. Can be used to load
    multiple controls via code without touching the master page
    directly.
Technique #2 – continued
  Feature

 Element




User Control
Auto Brand New Sites
   By default, SharePoint does not trickle down
    applied themes, master page, alternate css
   By creating Web Provisioned Event Handler we
    can make the new children sites have the same
    branding as their parent.
   Common things to set are:
       Master Page Url
       Custom Master Page Url
       Site Logo
       Parent Navigation
       Theme
           Use Synchronous Property
Questions or Comments?
 Contact   information
    Thomas M Daly
    Email - tdaly@bandrsolutions.com
    Blog - http://thomasdaly.net
    Twitter - _TomDaly_
    LinkedIn
    Company Site –
     http://www.bandrsolutions.com
References & Additional
Resources

 Conditional   CSS
    Traditional method
    CSSRegistration
 DeployingBranding for Sandbox
 Packaging & Deploying Branding

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Developing branding solutions

  • 2. About Me  SharePoint Consultant @ B&R Business Solutions, based out of NJ  A SharePoint Developer – specializing in UI objects (webparts, user controls) both ASP.NET & jQuery components.  A SharePoint Brander – transform designs into CSS & images to skin SharePoint.
  • 3. Topics we’ll cover  Master Pages  Themes  Deployment Considerations  Advanced Themes  Additional Page Head Methods  Auto-Brand New Sites  Feature Based Application of Branding
  • 4. What is SharePoint Branding?  Creating a visual identity in SharePoint  Why brand SharePoint? – Top 4 Reasons  Create a unique look and feel  Maintain company visual identity  Create distinct web areas  Make it not look like SharePoint
  • 5. What does branding involve?  Master Pages  Page Layouts  Themes  Cascading Style Sheets (CSS)  Images  JavaScript
  • 6. What to be aware of  Planyour approach  Consider the end users  Have the right tools  Browsers, Browsers, & Browsers
  • 7. Tools  Visual Studio 2010  SharePoint Designer 2010  Browser Developer Toolbars  IE (F12) Dev Toolbar  Firebug (for FireFox)  Visual Studio CSS Plugins  Web Essentials  Theme Builder  CKS: Development Tools  Color Pickers  ColorPic  ColorCop
  • 8. Themes 3 Approaches to creating/updating the theme  Existing theme can be modified in UI (Publishing Features on SC level)  New theme can be created in PowerPoint and imported  Microsoft Theme Builder Tool http://connect.microsoft.com/themebuilder
  • 9. Master Pages  Creates a consistent look & layout for pages in your site.  If your going custom, Start Clean!  Clean v4 – Tom Daly  My Master Page – basically V4.master, subtracting the V3 content areas, highly document, all controls, & maintain all SharePoint functionality  Starter Master Pages – Randy Drisgill  Codeplex project, nicely documented  Problem with Treeview Nav & Vertical Grip  Others, haven’t used yet  Just the Essentials – Heather Solomon  HTML 5 – Kyler Schaeffer
  • 10. Master Pages (key points)  Search – uses Minimal.Master  If you plan to have it look like your custom SharePoint master page follow this blog to convert it. Link  Important things to remember when working in your Master Page  Special Classes  noindex – prevent content from being indexed  s4-notdlg – prevent contents from appearing in dialogs  s4-notsetwidth – used to set a fixed width  Be careful working with the s4-workspace, test the master page at various times to ensure that the scrollbars still work  Use a DEV toolbar to inspect elements & test CSS  Do not cut out ASP controls, Hide them.
  • 11. Consideration for CSS & Images  SharePoint:CSSRegistration vs <Link>  Deploy to Style Library or Layouts  Conditional CSS for Browsers Targeting
  • 12. Feature Based Branding Pros Cons  Easy to apply across  Difficult to make Site Collections, Sites quick style changes and Sub-Sites (there’s a trick)  Repeatable Branding  You’ll need to know  Powerful, can accomplish many how to use Visual tasks – fast! Studio 2010  Easily rolled out across environments
  • 13. Feature Based Branding – cont. Feature Feature Receiver Site Icon Master Page Theme
  • 14. Pseudo Theme  When regular theming is just not enough!  No touching the Master Page  Both feature based – samples provided  Technique #1  Apply Theme  Apply Alternative CSS  Technique #2  Apply CSS File via AddtionalPageHead
  • 15. Technique #1  Take advantage of the power of the feature receiver to apply an alternate CSS & apply a theme  Use the theme as a base CSS layer
  • 16. Technique #2  Additional Page Head – a delegate control located in the <HEAD> of SharePoint master pages. Can be used to load multiple controls via code without touching the master page directly.
  • 17. Technique #2 – continued Feature Element User Control
  • 18. Auto Brand New Sites  By default, SharePoint does not trickle down applied themes, master page, alternate css  By creating Web Provisioned Event Handler we can make the new children sites have the same branding as their parent.  Common things to set are:  Master Page Url  Custom Master Page Url  Site Logo  Parent Navigation  Theme  Use Synchronous Property
  • 19. Questions or Comments?  Contact information  Thomas M Daly  Email - tdaly@bandrsolutions.com  Blog - http://thomasdaly.net  Twitter - _TomDaly_  LinkedIn  Company Site – http://www.bandrsolutions.com
  • 20. References & Additional Resources  Conditional CSS  Traditional method  CSSRegistration  DeployingBranding for Sandbox  Packaging & Deploying Branding