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SharePoint Customization

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... page is a snap with a set of predefined templates available as a free download. ... Themes, web part gallery, site templates, logos, master pages, navigation ... – PowerPoint PPT presentation

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Title: SharePoint Customization


1
SharePoint Customization
  • Tools of the Trade for
  • Design and Development

2
SharePoint Customization
  • Design vs. Development
  • Customization Best Practices
  • Tools Of The Trade

3
Design vs. Development
  • In job descriptions, the titles Web Designer and
    Web Developer are often used interchangeably.
  • This isnt accurate.
  • Designing a Web site and developing one is really
    quite different.
  • Does an Interior Designer perform the same
    function as a Property Developer?

4
Design vs. Development
  • Two major components when designing and
    developing a Web site
  • The front end
  • The back end
  • n-tier architecture goes beyond the scope of this
    presentation thanx

5
Design vs. Development
  • There can be quite a bit of crossover.
  • Design refers to the front end.
  • Development the back end.

6
Front End and Design
  • The Front End Is What Your Customers See
  • The "pages" that display the graphics, the
    images, and the text on your site.
  • Web Designers Concentrate On The Front End
  • Choosing appropriate images and fonts
  • Determining how images and text should be
    arranged.
  • A Web Designer's Strength Is His Or Her
    Appreciation For Aesthetics
  • Dont have to be a technical whiz
  • Have an understanding of what works visually
  • Knowledge of technical limitations when designing
  • A Good Web Designer Will Also Have Experience In
    Collaborating With A Web Developer.

7
Back End and Development
  • Developers are part of a new breed of internet
    professionals
  • Web developers work on the back end.
  • The development process is not visible to users.
  • Development is essential to a positive user
    experience.
  • Back end functions include
  • Making images change or move
  • Allowing users to view different pages or enter
    data
  • Performing sales transactions

8
Learn to speak the language
  • HTML, XML, CAML, AJAX, ASP.NET, Visual Basic, C
  • Make sure your résumé includes the following
    skills
  • HTML for text and framework layout of a web page
  • Web imaging to create images for the web
  • Javascript to write programs that run as part of
    web pages and to do tasks like validating form
    fields before submitting a form
  • ASP.net to customize a web page for a particular
    user on the server before it is sent down to the
    user
  • Java/C to write programs that are embedded
    within a web page - to do things that web pages
    alone cannot do, such as playing a game within a
    web page

9
Design vs. Development
  • SharePoint (MOSS 2007)
  • Web Front End
  • Internet Information Server 6/7 (IIS)
  • Application Server
  • Index and Search
  • Shared Database Infrastructure
  • SQL Server 2005 Standard

10
Customization
  • What Can Be Customized?
  • Nearly every component of any SharePoint
    deployment can be customized
  • Applications
  • Look and Feel
  • ASP.net Web Parts
  • One element of SharePoint that cannot be
    customized is the Shared Database Infrastructure.

11
Windows SharePoint Services
  • Collaboration
  • Content management
  • Version control
  • Workflows
  • RSS feeds
  • Wikis
  • Blogs
  • Master pages
  • Mobile device support
  • Calendars
  • E-mail integration
  • Task coordination
  • Surveys
  • Required

12
SQL Server 2005
  • Provides the backend database platform where
    configuration and user data is stored.
  • Required

13
SQL Server 2000 SP4
  • Can be used as the backend database platform
  • Restricts database sizes
  • Does not offer tight integration
  • Generally Not Recommended

14
(MOSS 2007) Standard
  • Enterprise search
  • My sites
  • User profile store
  • Page layouts
  • Notification service
  • LDAP authentication provider
  • Single sign-on
  • Slide libraries
  • Legal holds
  • Records repository
  • RSS content syndication
  • Social networking features
  • Optional depending on requirements

15
(MOSS 2007) Enterprise
  • Data integration
  • Forms services
  • Business intelligence
  • Business data catalog
  • Spreadsheet publishing
  • Report center
  • Form import wizard
  • Optional depending on requirements

16
SharePoint Designer 2007
  • Create
  • Web parts
  • Master pages
  • Cascading style sheets
  • No-code forms
  • Workflows
  • Customize SharePoint Sites
  • Build workflows driven by business logic
  • Create custom applications to handle data from
    multiple data sources such as XML files, SOAP
    services, RSS feeds, SQL Server databases.
  • Optional

17
Microsoft Office 2007
  • Interact with products developed using office
    2007 applications like Word, Excel, PowerPoint,
    Outlook from within SharePoint sites.
  • Older versions of office also provide some
    capabilities but the best performance is achieved
    using Office 2007
  • Optional

18
Project Server 2007
  • Allows organizations to perform life cycle
    project management.
  • Distribute information using the Project
  • Servers Reporting Data Services and the Report
    Server
  • Feature of MOSS 2007
  • Optional

19
Database Access
  • SharePoint requires the backend database to be
    SQL server.
  • SharePoint is written to use SQL Server-specific
    API calls rather than a generic database
    interface such as open database connectivity
    (ODBC).

20
Database Access
  • You can access data from an Oracle database and
    present a view in SharePoint through a Web part
    or custom application.
  • Native content, such as a new word document that
    needs to be stored in a SharePoint document
    library, will be stored in an SQL Server content
    database.

21
Three ways to Customize
  • Most customizations can be created in at least
    three different ways
  • User customizations using standard SharePoint
    capabilities
  • No-code customizations using SharePoint Designer
    2007
  • Coded customizations using Visual Studio or
    ASP.net applications

22
Customization
  • Demo Look and Feel

23
Look and Feel
  • SharePoint was designed to give users tremendous
    independence in deciding how sites should look
    and behave.
  • site security is managed by the content creators,
    and customizations follow that same model.

24
Look and Feel
  • SharePoint uses ASP.net Security Trimming.
  • With proper permissions, site users can change
    the themes, icons, web part placement, and
    overall site branding

25
Site Definition Templates
  • The site template that you choose has an
    underlying site definition that tells SharePoint
    which elements define the site.
  • The site definition specifies sub-sites, page
    elements, and location coordinates.
  • Adding web parts to a web part page is one method
    for customizing SharePoint.
  • Creating your own web page is a snap with a set
    of predefined templates available as a free
    download. They are known as The Fantastic 40.
    http//technet.microsoft.com/en-us/windowsserver/s
    harepoint/bb407286.aspx

26
Look and Feel
  • SharePoint built-in customization elements
  • Themes, web part gallery, site templates, logos,
    master pages, navigation
  • SharePoint Designer 2007
  • Modify Custom Style Sheets, create master pages,
    design page layouts, etc
  • Visual Studio .NET 2005 / 2008
  • Create Site definitions, page layouts, templates,
    new custom style sheets Web Parts

27
Tools of the Trade
  • SharePoint Designer 2007
  • Visual Studio .NET 2005 / 2008

28
Tools of the Trade
  • SharePoint Designer 2007
  • Create web part pages
  • Visual Studio .NET 2005 / 2008
  • Create new web parts

29
Workflow
  • SharePoint built-in workflows
  • Customize existing workflows
  • SharePoint Designer 2007
  • Create no-code custom workflows using the
    Workflow wizard
  • Visual Studio .NET 2005 / 2008
  • Create code-based Workflows for custom business
    applications using WSS SDK

30
Search
  • SharePoint built-in site settings
  • Add new search scopes, keywords, best bets,
    relevance settings to the site.
  • Central Administration Site
  • Add iFilters for each non-Microsoft document type

31
Forms
  • Forms Server
  • Publish browser accessible forms to site
    collection
  • SharePoint Designer 2007
  • Create no-code forms
  • Visual Studio .NET 2005 / 2008
  • Create custom code-based forms

32
Features
  • Visual Studio .NET 2005/2008
  • Custom capabilities

33
SharePoint Designer 2007
  • Uses technology reminiscent of FrontPage 2003,
    but the new name reflects the emphasis on
    creating and customizing sites on the SharePoint
    platform.

34
Conclusion
  • Design and Development are different but you need
    to be able to communicate with both roles on your
    team.
  • Customize anything but the SQL database using
    three tools.
  • Tools of the trade built-in, SharePoint
    Designer, Visual Studio.

35
Thank You
  • Brad Maust, CNA, CCDA, CCNA
  • SQL Server DBA
  • SharePoint Architect / Developer
  • San Francisco Bay Area, California
  • http//www.linkedin.com/in/bradmaust
  • brad.maust_at_gmail.com
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