This is a brief presentation on managing web parts. Troubleshooting, work arounds and good governance for displaying hidden web parts.

1. SP13 CONTENT MANAGEMENT
WEB PARTS (WPS)
TROUBLESHOOTING, WORK AROUNDS &
GOOD GOVERNANCE
BY MELISSA KATTKE
D

2. HOW TO NAVIGATE TO THE WPS
This presentation will provide insight in how to display web
parts that go in hiding after clicking on the “save” button.
Readers will be provided with good governance and work
arounds when Microsoft’s SharePoint web parts are not
working the way you anticipated.

3. OBJECTIVES
1. Discuss how to manipulate Web Parts (WPs)
2. What resides in a WPs Gallery and how to use it to your advantage
3. Why I can’t see my newly inserted WP?
4. When WP advanced options are disabled.
5. Gotchas when using Wiki vs. WP pages.
6. Demystifying WP advanced options/WP properties.
a. Advanced options
b. Ajax options
c. Miscellaneous options

4. MANIPULATING WPS
• In order to work around WPs, go to
Main Menu/Site Settings/Web Designer Galleries, assuming you
have administrative access and permission to do so.
• Always check the WP gallery to see if the WPs are closed or
open. Depending on how the site is configured and if you have
the appropriate permissions, go to the “Closed WPs gallery”
where the WPs are not viewable.
• It can make a difference between clicking the close or edit
options on the WP menu, because by closing it, this creates the
problem of not seeing your desired WP. Utilize the edit feature
and avoid closing if possible.

5. THIS WP GALLERY MANAGES WPS AVAILABLE TO YOUR SITE AND ALL SITES UNDER IT. WPS CAN BE ADDED &
UPLOADED. WP PROPERTIES CAN BE ALTERED AS WELL. ADDED WPS WILL RESIDE IN THE APPS CATEGORY, AFTER
CLICKING ON “ADD A WEB PART”.
SITE COLLECTION ADMINS MANAGE THIS GALLERY AND HAVE FULL CONTROL PERMISSION LEVEL ON THE SITE. YOU
MUST BE AT THE ROOT SITE OF THE SITE COLLECTION. IF YOU DON’T SEE “WEB PARTS” UNDER THE WEB DESIGNER
GALLERIES, YOU DON’T HAVE ACCESS TO MANIPULATE THESE WPS.
Web Part Galleries

6. CAN’T VIEW YOUR WP?
Closed WP Gallery 1. Go into Edit mode and check to see if it is residing in the
Closed WPs Gallery.
2. If so, Add it back to page and it’ll appear.
3. If not, it was deleted. Please add and configure it again.
Still Can’t View your WP?
Go to the WP check box and scroll down to “Edit WP”
On the Properties/Tool Pane
Hidden
1. If it is “hidden”, uncheck the box “Allow Hide”.
2. If the WP is not hidden & not in the Closed WP Gallery, check to
see if the WP is targeted(towards an audience)? If it is disabled,
you’re using not using a WP page. (This will be discussed in next 2 slides)

7. STILL CAN’T VIEW THE WP?
Targeted (Audience) 1. If so, check/adjust the target in the
properties tool pane.
2. If the WP is not targeted, see if the WP is minimized.
To enable audience targeting on a list/library, go to settings/list settings or
document library settings. Under General Settings, click Audience targeting
settings and select Enable audience targeting check box.
Minimized
1. If the WP was indeed minimized, restore the WP content & check/adjust
the “Chrome” settings.
2. If the WP was NOT minimized, go back to the WP menu for details. Most
likely this is a Content Editor WP or a Content Query WP with no “Chrome”
& no content.
3. Check/adjust the content and “Chrome” settings.

8. ADVANCED WP OPTIONS
DISABLED
ARE YOU USING A WIKI OR A WP PAGE?
WHEN USING A WIKI PAGE, USERS HAVE MORE FLEXIBILITY WITH THE LAYOUT, BUT LESS ADMINISTRATIVE
CONTROL OVER STRUCTURE.
WIKI PAGES DO NOT INTERACT WELL WITH THESE OPTIONS. WIKI PAGES HAS A SET OF RULES/FUNCTIONS THAT
IT CAN AND CANNOT ALLOW.
MAKE SURE YOU ARE USING A WEB PART PAGE; OTHERWISE, YOU CANNOT MODIFY THESE SETTINGS AS
DESIRED IN A WIKI PAGE.

9. GOTCHAS USING WIKI & WP PAGES
BASIC CONTENT TYPES ARE WIKI, WP & PUBLISHING PAGES, EACH WITH ITS OWN SET OF RULES/CAPABILITIES.
MODIFYING WIKI PAGES FOR INSERTING WPS, B/C THEY DON’T HAVE ZONES, TEXT AREAS ARE RICH TEXT AND
DO SOME TRANSLATIONS TO THE HTML
TIP 1: WHEN INSERTING AN APP OR A WP, BE ADVISED THAT WHEN WORKING ON WIKI PAGES, THESE WPS ARE
REALLY APPS AND VICE VERSA.
TIP 2: YOU CANNOT SELECT A WEB PART AND MOVE IT FROM WIKI ZONE OR AREA TO ANOTHER AREA. YOU
HAVE TO DELETE THE WEB PART IN ONE ZONE AND THEN RE-INSERT THAT WEB PART INTO THE DESIRED ZONE.

10. CUSTOMIZING WPS
THESE “PROPERTIES” RESIDE IN THE TOOL PANE MENU DISPLAYED ON THE BOTTOM RIGHT..
ADVANCED OFFERS SEVERAL OPTIONS TO MODIFY WPS. ONLY A FEW OF THEM WILL BE EXPLAINED.
DESCRIPTION NOT ONLY SPECIFIES THE SCREENTIP WHEN HOVERING OVER THE WP TITLE/ICON. THIS OPTION
WORKS IN TANDEM WITH THE SEARCH COMMAND ON THE FIND WPS MENU IN THE FOLLOWING WP
GALLERIES: SITE, VIRTUAL SERVER & WP PAGE.
HELP MODE USES A BROWSER TO DISPLAY HELP CONTENT FOR A WP. IT HAS 3 MODES
1 MODAL-OPENS THE WP IN A SEPARATE BROWSER. THE END USER MUST CLOSE THIS WINDOW BEFORE
RETURNING TO THE WEB PAGE.
2. MODELESS-ALSO OPENS A SEPARATE BROWSER, BUT THE USER DOESN’T HAVE TO CLOSE IT WHEN DONE.
3. NAVIGATE-OPENS THE WEB PAGE IN THE CURRENT BROWSER.

11. CUSTOMIZING WPS
AJAX OPTIONS ALLOWS USERS TO CHOOSE TO ENABLE OR DISABLE ASYNCHRONOUS BEHAVIORS,
MEANING THAT THE DATA IN THE WP IS BEING SENT TO A PAGE WITHOUT REFRESHING IT.
ENABLE ASYNCHRONOUS LOAD ALLOWS A WP TO LOAD ON A PAGE, WITHOUT BLOCKING PAGE LOADING.
DISABLING THIS FEATURE WILL SYNCHRONOUSLY SHOWS THE LIST VIEW AS A “LOADING” IMAGE UNTIL ALL OF
THE DATA IS RETURNED FROM THE SERVER.
ENABLE ASYNCHRONOUS UPDATE ALLOWS OR DOESN’T ALLOW ASYNCHRONOUS OR SYNCHRONOUS
BEHAVIOR WHEN SORTING, PAGING, FILTERING AND REFRESHING.
SHOW MANUAL REFRESH BUTTON DISPLAYS OR CONCEALS A BUTTON THAT MANUALLY REFRESHES THE
LIST VIEW.
ENABLE ASYNCHRONOUS AUTOMATIC REFRESH ENABLES OR DISABLES AUTOMATICALLY REFRESHING THE
LIST VIEW.
AUTOMATIC REFRESHING INTERVAL SPECIFIES THE TIME INTERVAL BETWEEN EACH AUTOMATIC REFRESH
OPERATION. DEFAULT IS 60 SECONDS.

12. DEMYSTIFYING WP PROPERTIES
MISCELLANEOUS OPTIONS – INCLUDES SAMPLE DATA, XSL LINK & SOME CACHING PROPERTIES.
WHEN THESE OPTIONS ARE NOT AVAILABLE, GO TO THE SITE COLLECTION(TOP LEVEL SITE)/SITE SETTINGS/GALLERIES/WPS.
CLICK ON “NEW” ON THE ACTION BAR AND SELECT THE CHECK BOX “OVERWRITE…” AND THEN CHOOSE THE WP YOU WANT.
IF YOU WANT ALL AVAILABLE, CHECK THE BOX NEXT TO “WP TYPE” AND THEN CLICK ON “POPULATE GALLERY”.
SAMPLE DATA ALLOWS USERS TO ENTER SAMPLE DATA AS A VALID XML FILE AND WITH THE SAME STRUCTURE AS THE RETRIEVED
DATA FROM THE DATA SOURCE.
XSL LINK USED TO ENTER XSLT SOURCE CODE INTO A PLAIN TEXT EDITOR. EXPERIENCE WITH XSLT SYNTAX IS REQUIRED WHEN
USING THIS.
ENABLE DATA VIEW CACHING IS A CHECK BOX THAT ENABLES TO CACHE OR NOT TO CACHE THE XSL TRANSFORM AS WELL AS THE
DATA SOURCE CONTROL INSTANCE.
DATA VIEW CASHING TIME SPECIFIES DURATION, IN SECONDS, FOR CLEARING CACHE. SELECTING “0” SETS IT TO THE DEFAULT
86,400 SECONDS=1 DAY.