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SharePoint branding The Pragmatist’s Approach prag·ma·tist    [prag-muh-tist]  –noun 1. a person who is oriented toward the success or failure of a particular line of action, thought, etc.; a practical person.
About Me Who: 	Stu King – User Experience Designer Where: 	Magenic Studios –	Magenic Technologies, Inc. Focused on Design, User Experience Analysis and RIA development What: 	SharePoint Technical Specialist What the?: 	Beating SharePoint into submission since 2003 On the web:  	www.thedesigndrifter.com On the twitter: 	@designdrifter
Learning Objectives Understand the do’s and don’ts of SharePoint branding Learn techniques that will help your productivity and sanity Discover how the design process can be adapted to better suit SharePoint branding projects Identify tools you can use to make your job easier, or at least more interesting
Rules of engagement How to not go crazy
The Dream “We will write standards compliant markup that will shine in HTML and CSS validation tools.  Design innovation is key. It’s not necessary or wise to design with SharePoint in mind if you want really cutting edge design.”
The Reality “We will do our best to create standards compliant markup, when possible, understanding that SharePoint doesn’t care about our desires.  We understand that as interesting as this new design is, making it work in SharePoint could cause our staff to step out on a ledge and perhaps it’s better to make some compromises.”
The Pragmatist’s “Concepts to Embrace” Don’t waste time - Standards compliant markup is impossible Deviation from established design process does not equal failure, where SharePoint is concerned it’s a necessity Your approach to cross-browser compatibility should adapt to your situation – internal vs. external
The Conventional Rules of SharePoint Branding Don’t delete controls from pages Avoid inline styles when you can Don’t modify core styles Understand how SharePoint renders a page Core classes Page level classes Inline classes
The Pragmatist’s Rules of SharePoint Branding Embrace the <table> Remove DOCTYPE declarations, trust me Put your design assets and style sheets in the Style Library Use <div> for the larger framework of your site but try not to use too many of them Use a Base or Starter master page whenever you can IE Developer Toolbar is your friend You will almost always have to override some core classes Learn how to use conditional comments to load custom style sheets for versions of IE You can’t always control the mess but you can control how it looks, format and comment!
Design Process and SharePoint You can apply the rules of Design Process to SharePoint…mostly
Traditional web design process Discovery/Planning ,[object Object]
Create personas and use casesDesign ,[object Object]
MockupsDevelopment ,[object Object]
CSSFeedback ,[object Object],[object Object],[object Object]
Collaboration activities
Publishing activities
Blogging and Social Media
Site Owners
Contributors
Readers,[object Object]
Page Layout – There will be multiple layouts.  Wireframes and content inventories are good inputs
Web Parts – Web parts can vary by page and content type.  Each one can require a different branding method and can be viewed as micro-projects,[object Object]
Page Design – Create page design wireframes and mockups based on approved master page styles
Web Parts – Mockup web part designs based on master page design and place within approved page layouts.  Iterate through designs on a part by part basis,[object Object]
Front-end Development Tools What tools should I use? ,[object Object]
Internet Explorer Developer Tool Bar
A good web editor, I like Expression Web
PhotoShopOther stuff that works great ,[object Object]
Screen Ruler – Great for measuring mockups without the overhead of PhotoShop
MS Super Preview – browser test IE5, 6, 7, 8 and Fire Fox from one application
Pandora and Coffee!,[object Object]
Start with a Starter Page for 2010Advantages to beginning pages ,[object Object]
Only SharePoint Controls are left

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The Pragmatist's Approach to SharePoint Branding

  • 1. SharePoint branding The Pragmatist’s Approach prag·ma·tist    [prag-muh-tist] –noun 1. a person who is oriented toward the success or failure of a particular line of action, thought, etc.; a practical person.
  • 2. About Me Who: Stu King – User Experience Designer Where: Magenic Studios – Magenic Technologies, Inc. Focused on Design, User Experience Analysis and RIA development What: SharePoint Technical Specialist What the?: Beating SharePoint into submission since 2003 On the web: www.thedesigndrifter.com On the twitter: @designdrifter
  • 3. Learning Objectives Understand the do’s and don’ts of SharePoint branding Learn techniques that will help your productivity and sanity Discover how the design process can be adapted to better suit SharePoint branding projects Identify tools you can use to make your job easier, or at least more interesting
  • 4. Rules of engagement How to not go crazy
  • 5. The Dream “We will write standards compliant markup that will shine in HTML and CSS validation tools. Design innovation is key. It’s not necessary or wise to design with SharePoint in mind if you want really cutting edge design.”
  • 6. The Reality “We will do our best to create standards compliant markup, when possible, understanding that SharePoint doesn’t care about our desires. We understand that as interesting as this new design is, making it work in SharePoint could cause our staff to step out on a ledge and perhaps it’s better to make some compromises.”
  • 7. The Pragmatist’s “Concepts to Embrace” Don’t waste time - Standards compliant markup is impossible Deviation from established design process does not equal failure, where SharePoint is concerned it’s a necessity Your approach to cross-browser compatibility should adapt to your situation – internal vs. external
  • 8. The Conventional Rules of SharePoint Branding Don’t delete controls from pages Avoid inline styles when you can Don’t modify core styles Understand how SharePoint renders a page Core classes Page level classes Inline classes
  • 9. The Pragmatist’s Rules of SharePoint Branding Embrace the <table> Remove DOCTYPE declarations, trust me Put your design assets and style sheets in the Style Library Use <div> for the larger framework of your site but try not to use too many of them Use a Base or Starter master page whenever you can IE Developer Toolbar is your friend You will almost always have to override some core classes Learn how to use conditional comments to load custom style sheets for versions of IE You can’t always control the mess but you can control how it looks, format and comment!
  • 10. Design Process and SharePoint You can apply the rules of Design Process to SharePoint…mostly
  • 11.
  • 12.
  • 13.
  • 14.
  • 20.
  • 21. Page Layout – There will be multiple layouts. Wireframes and content inventories are good inputs
  • 22.
  • 23. Page Design – Create page design wireframes and mockups based on approved master page styles
  • 24.
  • 25.
  • 27. A good web editor, I like Expression Web
  • 28.
  • 29. Screen Ruler – Great for measuring mockups without the overhead of PhotoShop
  • 30. MS Super Preview – browser test IE5, 6, 7, 8 and Fire Fox from one application
  • 31.
  • 32.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. Front-end Development Techniques (CSS tips) Most of your custom branding work will be done in CSS, so make sure you get familiar! Organize your code, you can do it your way but make sure you always do it. Most of your SharePoint class overrides will be associated with modifications to how web parts display. Keep notes on how you did things just in case you need to do it again. SharePoint class names are case sensitive
  • 39. CSS SharePoint Class Override DEMO
  • 40.
  • 43. Main
  • 45.
  • 46.
  • 47.
  • 48.
  • 50.
  • 51.
  • 52.
  • 53. Questions and… Thank you for your time and attention

Editor's Notes

  1. Our diverse team is made up of experienced thought leaders.
  2. Our diverse team is made up of experienced thought leaders.
  3. Our diverse team is made up of experienced thought leaders.
  4. Our diverse team is made up of experienced thought leaders.
  5. Our diverse team is made up of experienced thought leaders.
  6. Our diverse team is made up of experienced thought leaders.
  7. Our diverse team is made up of experienced thought leaders.
  8. Our diverse team is made up of experienced thought leaders.
  9. Our diverse team is made up of experienced thought leaders.
  10. Our diverse team is made up of experienced thought leaders.
  11. Our diverse team is made up of experienced thought leaders.
  12. Our diverse team is made up of experienced thought leaders.
  13. Our diverse team is made up of experienced thought leaders.
  14. Our diverse team is made up of experienced thought leaders.
  15. Our diverse team is made up of experienced thought leaders.
  16. Our diverse team is made up of experienced thought leaders.
  17. Our diverse team is made up of experienced thought leaders.
  18. Our diverse team is made up of experienced thought leaders.
  19. Our diverse team is made up of experienced thought leaders.
  20. Our diverse team is made up of experienced thought leaders.
  21. Our diverse team is made up of experienced thought leaders.
  22. Our diverse team is made up of experienced thought leaders.
  23. Our diverse team is made up of experienced thought leaders.
  24. Our diverse team is made up of experienced thought leaders.