Intermediate

SPSI2101

SPSI2102

SPSI2103

SPSI5101

Advanced

SPSA4101

SPSA4102

SPSA4103

SPSA4702

SPSA4703

SPSA5102

SPSA5103

SPSA5104

SPSA5702

SPSA5703

Customizing SharePoint Server 2007

Introduction

Build the skills necessary to customize Microsoft Office SharePoint Server 2007.

Description

This two-day instructor-led course provides students with the knowledge and skills to customize Microsoft Office SharePoint Server 2007. The workshop focuses on Web Parts, security, and the SharePoint Services object model. This workshop is intended for experienced programmers who have a minimum of six months programming experience using Visual Studio® .NET.

Objectives:

After completing this workshop, students will be able to:

• Describe the Web Parts for Microsoft SharePoint products and technologies.
• achieve significant customization of the portal and sites look and feel
• Create new themes that users can apply to sites
• Leverage the power of SharePoint lists, XSLT and data views
• Add Web Parts to pages
• Use web part templates in Visual Studio .NET
• Use Web Parts as custom ASP.NET controls
• Connect Web Parts
• Package and deploy Web Parts
• Secure Web Parts
• Describe the Windows® SharePoint Services Object Model
• Develop Web Parts using Microsoft Office FrontPage®.

Outline

Module 1: Branding Requirements

• The SharePoint Portal and WSS Sites need to be branded with the company's standard look and feel for browser-based applications
• Themes for branding partner collaboration sites must be easily created and distributed for use corporate-wide
• Branding/color scheme customizations need to be scoped to portal areas or sites based on the template (definition) they are created from
• A custom collaboration site definition needs to be created with a predefined list of tasks and custom document libraries suited for the work that is required when a new client is acquired
• A centralized Sales Administration WSS Site needs to be developed to provide the Sales Administration staff with tools to track and monitor sales call activity, sales quotes and sales order data from the legacy order processing system database

Module 2: Introduction to SharePoint Customization Technologies

This module will provide an overview and introduction to key SharePoint development technologies and resources including:

• FrontPage 2007
• Style Sheets
• Site Definitions
• List Definitions
• CAML
• Visual Studio 2003/2005

Module 3: Customizing the Styles and Images of SharePoint Server 2007

In this module you will work with the SPS.CSS style sheet to develop a custom style for the portal.  The most frequently used selectors will be explained and tools for discovering the selectors used will be covered.  The SPS feature for specifying a custom style sheet for the portal and its options will be covered in detail. 

• Edit SPS.CSS to change the overall look of the portal
• Locate which style selectors need to be referenced in both SPS.CSS and OWS.CSS

Module 4: Customizing the Styles and Images of Windows SharePoint Services Sites

• Create custom logo/masthead for all WSS sites
• Customize the color schemes
• Change the look of web part headers

Module 5: Site Templates vs. Site Definitions

Overview and discussion of Site Definitions and Site Templates covering:

• What's the difference
• How can we create new ones
• How can we make custom site templates available on the template pick list for new top-level sites
• When to use definitions instead of templates
• What are the inherent limitations

Module 6: Creating Custom Site Templates and Making them Available on the Global List

This form of customization/template creation can be carried out by non-developers through customizing sites using the UI and FrontPage.  The resulting site is then saved as a template and made available for use as new top-level or sub-sites are created.

Module 7: Creating Custom List Definitions

SharePoint comes with many types of lists available out of the box.  This module will teach you to create a new custom list or document library.

• Create new list/library
• Add custom meta data to the list schema
• Customize the list views
• Customize the list forms

Module 8: Creating custom WSS Site Definitions and Standardizing WSS Site design

In this module you will learn the difference between a site definition and a site template and when it is appropriate to use one or the other.   Both custom site definitions and custom site templates will be created and made globally available for users when creating new top-level WSS sites.  You will learn what can be accomplished from the user interface and FrontPage as well as exploring the XML files that make up a site definition.  Specific topics that will be covered include: 

• WEBTEMP.XML
• ONET.XML
• Modules
• Configurations
• Web parts
• Custom lists and list population

Module 9:  Client-side Customizations with JavaScript

• Customize context menu options using JavaScript to build the menu.

Module 10:  Developing Custom Themes and Applying Them Through the User Interface

• Create corporate compliant themes
• Make themes available to users via the user interface
• Customize themes using FrontPage 2007

Module 11:  Maximize the Power of SharePoint List Templates

The List Template module will cover these topics:

• What are list templates useful for
• What do list templates consist of
• Where are list templates stored
• Creating and using list templates

Module 12:  Using SharePoint Lists and the Data View Web Part to create a web-based, multi-user database application - Part 1

• Multiple Data Types
• Advanced Calculations
• Lookup fields
• Views
• Filters
• Groupings
• Totals
• List Styles
• Develop a hard-copy report from the Sales Calls Tracking List using Access 2007 Report Writer integration with SharePoint

Module 13:  Using SharePoint Lists and the Data View Web Part to create a web-based, multi-user database application - Part II

• Using the Data View Web Part to display formatted SharePoint List data
• Using the Data View Web Part to display formatted data from an external database (In this case, order processing data from a SQL Server database)
• Using the Form Web Part and Web Part Connections to allow the user to select a Customer and filter the Data View Web Parts based on the Customer selected
• Customizing the Form Web Part to support filtering on a partial key

Module 14:  Customizing SPS Portal Areas

Some organizations will utilize different color combinations from their palette for different parts of a site (Amazon, Starbucks, etc.) In this module we will customize the color scheme for different areas on the portal and carry that look through in the creation of new sub areas.

We will:

• Create custom portal area templates (definitions)
• Scope branding customizations on a per area definition basis
• Specify a specific template for creation of sub areas or allow users to choose from a dropdown list of area templates

Prerequisites:

Before attending this workshop, students must have working knowledge of the following: ASP.NET, Web Services, and Visual Basic® or Visual C#® and Visual Studio.