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May 9 th , 2012

May 9 th , 2012. Mirror, Mirror on the Wall – It’s all about SharePoint Web Parts. Beth Beck & Donald Donais. Agenda. Introductions Let’s Start from the Beginning Using Web Parts to Support Best Practices Break Cool & Advanced Web Parts and Properties Surveys and Giveaways

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May 9 th , 2012

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  1. May 9th, 2012 Mirror, Mirror on the Wall – It’s all about SharePoint Web Parts Beth Beck & Donald Donais

  2. Agenda • Introductions • Let’s Start from the Beginning • Using Web Parts to Support Best Practices • Break • Cool & Advanced Web Parts and Properties • Surveys and Giveaways • Reminder - Online Participants take Survey to be eligible for giveaway • Survey link on front page

  3. User Group Goal / Objectives • Develop and support a local community focused on Microsoft SharePoint Technologies • Educate user group members about SharePoint Technologies • Transfer knowledge within the community • Communicate best practices • Introduce new products / solutions

  4. Introductions – MNSPUG Sponsors Avtex (www.avtex.com) • Technology consulting company • Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com) • Training on many technologies Microsoft (www.microsoft.com) WroxPress (www.wrox.com) O’Reilly (www.oreilly.com)

  5. www.SharePointMN.com • Website for user group • SharePoint resource documents • SharePoint resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • info@sharepointmn.com www.sharepointmn.com

  6. Social Networking • Linked In group – The most interactive… includes job postings… • Post Job Posting on the Jobs Discussion page • http://www.linkedin.com/groups?gid=1878792 • Twitter tags - @MNSPUG and #MNSPUG

  7. Upcoming Schedule • Next Meeting • June 13th 9:00 AM to 11:30 AM • Microsoft Technology Center • Check www.SharePointMN.com for updates! • Upcoming Topics include: SharePoint Branding, TechED 2012 Re-cap, SharePoint Business Intelligence • Ongoing Schedule • 2nd Wednesday of every month • 9:00 to 11:30 am • Microsoft Technical Center - Edina

  8. Local and Online Events Microsoft Webcast Calendar of Events http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM http://sharepointshoptalk.blogspot.com/ SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m. http://sharepointmnlegal.com Minnesota Developers SharePoint Users Group – 4th Wednesday@ 8:30 to 10:30 a.m. http://mndevspug.com Anything Else?

  9. We Want You! • MN SharePoint User Group looking for speakers • You know something about SharePoint • Someone you know, knows something about SharePoint • Speak about something you implemented • Email: info@sharepointmn.com • Name • Contact Information • Background Information • Subjects comfortable talking about

  10. Surveys & Giveaways!

  11. Presenters

  12. Quick Intro Beth Beck • SharePoint Consultant • Chicago Bears Fan • @beargal34 • http://blog.avtex.com/author/bbeck

  13. Quick Intro Donald Donais • SharePoint Consultant • Drummer • @dondonais • talesfromitside.wordpress.com

  14. Let’s Start at the Beginning

  15. SharePoint Web Part? • a.k.a Web Widget • Basic Building Blocks of SharePoint Page • ASP.NET server control • Added to Web Part Zone or Wiki Page • Specifically used for End User configuration • Dashboard of Information

  16. Crawl, Walk, Run…

  17. Web Parts Crawl: • SharePoint List and Libraries • Change Views • Out of the Box Web Parts • Depending upon SharePoint version

  18. Web Parts Walk: • Content Query Web Parts • Modify the XSLT • SharePoint Designer • Data View Web Parts • 3rd Party Web Parts • CodePlex • Armein • Bamboo • Many others!

  19. Web Parts Run: • Utilizing BCS/BDC Web Parts • SharePoint 2007 – Business Data Connection (BDC) • SharePoint 2010 – Business Connectivity Service (BCS) • Visual Studio • Developing .NET web parts • Tie into 3rd Party LOB applications

  20. Web Parts - Planning • Information Architecture • Structure of your SharePoint environment • Includes the way you access information • Includes the way you navigate the environment • Should look at the following • Business Context • Content • Users

  21. Business Context • Goals and Vision for the Organization • Organizational Structure or Not • Business Processes • Ever Changing Entity within the Company

  22. Content – The Five W’s • Who owns the content? • What content should be available? • When should they see the content? • Where should the content be displayed? • Why is this content being used or displayed?

  23. Users • Understanding of the Users • How do they use the information/content? • Analyze their processes – Business Process Management ** More about BPM from presentation done at SharePoint Saturday Twin Cities – April 2012: http://bit.ly/KPaGXa

  24. Wireframing

  25. Information Architecture Examples

  26. General Knowledge

  27. Terminology • Web Part • Web Part Page • Web Part Zone • Wiki Pages

  28. SharePoint 2007 – Web Part Inventory • List and Library - Mix • Business Data – Enterprise Only • Content Roll-Up - Mix • Dashboard Web Parts – Enterprise Only • Default – Standard & Enterprise • Filters - Enterprise • Miscellaneous - Mix • Outlook Web App – Standard & Enterprise • Search – Standard & Enterprise • Site Directory – Standard & Enterprise http://bit.ly/IBvdiU

  29. SharePoint 2010 – Web Part Inventory • List and Library - Mix • Business Data – Enterprise Only • Content Roll-Up – Standard & Enterprise • Document Sets – Standard & Enterprise • Filters - Enterprise • Forms - Mix • Media and Content – All Versions • Outlook Web App – Standard & Enterprise • PerformancePoint – Enterprise Only • Search – Standard & Enterprise • Social Collaboration - Mix • SQL Reporting Services - Enterprise http://bit.ly/IBvhzc

  30. Web Part General Properties • Appearance • Title • Height and Width • Chrome • Layout • Hidden • Zone • Advanced • Web Part mgt. settings • Target Audiences

  31. Web Part Maintenance Page • Web Parts may become and issue • Close vs. Deleted • ?contents=1

  32. Web Part Connections • Connecting Web Parts to pass data • Synchronization of behaviors • Available OOB & SharePoint Designer 07 & 10 • Embedded Search • Master/Detail

  33. Demo Web Part Connections

  34. Using Web Parts to Support Best Practices

  35. Web Part Legend SharePoint 2007 SharePoint 2010 E S A Enterprise Edition All Editions Standard Edition

  36. Web Parts Discussed • Table of Contents • I Need To • Content Editor • Announcements List • Contact Details • Relevant Documents • Summary Links

  37. S E Table of Contents • Best Practices – Quick Way to Display Large Amount of Sites/Content • Information can be quickly Grouped and Styled

  38. S E I Need To Web Part • Best Practice – Display many organizational links • 2007 Web Part, but still available in 2010

  39. I Need To – Create the List • Uses another list to pull data from, that list should be created first • Custom list with three columns: Title, URL, and Choice • Create an I Need To list template if you plan to use this throughout site collection • Pay special attention to case sensitivity • Title: Use the default • URL: use the URL Base column in SP2010 • Choice: must be called “Choice”; use field type choice; replace 3 defaults with “Yes” and “No” • Enter Items in this list

  40. I Need To – Create the List

  41. I Need To – Create the Web Part • Export “I Need To” from 2007 / Upload to 2010 • http://www.sharepointmn.com/SharePoint%20Resources/INeedTo.zip • Add I Need To web part to page • Point web part at the custom list • Adjust drop-downs to point to correct fields • Hit Apply / OK to complete • Possible configuration errors • Click the Choice or Filter drop-downs • Refresh the page a few times • May see this error

  42. Configure Web Part Add Web Part to Page Apply/OK Web Part Make your choice and…. ….Voila!

  43. A Content Editor Web Part (CEWP) • Best Practices – Adding Static Content onto the page • 2007 – uses Source Editor • 2010 – uses HTML > Edit HTML Source • When using JavaScript or jQuery use “content link” to store code

  44. 1. jQuery files reference in SharePoint 2. jQuery .txt file in CEWP

  45. 3. jQuery Accordion Widget in SharePoint

  46. Demo Content Editor Web Part

  47. A Announcements List • Bests Practice – More information, easy to read • SharePoint 2010 Web Part changed • Not default to Summary View • Change the Web Part to Summary View

  48. S E Contact Details • Best Practice – Site Owner Contact Info • One person per Contact Details • Options • Display Contact Picture • Display Contact Job Title • OCS/Lync Presence

  49. A Relevant Documents • Best Practices – Helps to locate documents the user is currently working on • Options include • Modified by • Created by • Checked out • Display a link to document

  50. S E Summary Links • Best Practice – Links to various resources that can be styled • Can be used in the Welcome page layouts • Two options for configuration • Standard options • Configuration option • Styles & Layout

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