Transcript SharePoint Cookbook -- April 2005

Welcome to the
Minnesota SharePoint
User Group
Agenda
•
Quick Intro
•
Announcements
•
Survey Results
•
SharePoint Cookbook
1.
Appetizer: Adding a breadcrumb web part to SharePoint to improve navigation
2.
Salad: Creating and using a custom view of a list
3.
Soup: Creating and using a data view web part with a list as the source
4.
Main Course: Creating a “meatball” report to display graphical information
based on conditional logic
10 Minute Break
•
5.
Dessert: Creating and using connected web parts without having to use
custom coding
6.
After Dinner Drink: Creating a graph using Office Web Components
7.
Cheese: Adding a welcome [username] web part to a site
Q&A
Introductions – MNSPUG Sponsors
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
User Group Goal / Objectives
Build 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
www.sharepointmn.com
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
www.sharepointmn.com
Upcoming Schedule
• Next Meeting
• May 11th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topic: Designing / Branding SharePoint
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:00 am
• Microsoft’s Bloomington Office
SharePoint Advisor Magazine (coming soon)
• New Magazine focusing on SharePoint
• “The Advisor Guide to using Microsoft
SharePoint technology, Windows SharePoint
Services, SharePoint Portal Server, and more,
including Microsoft Office System and
SharePoint, enterprise integration and
administration, and innovative SharePointbased solutions, with how-to, tips, code,
downloads, training, step-by-step, and more...”
• Have contacted editor -- hope to get some
free first issues for the Minnesota SharePoint
User Group
www.sharepointadvisor.com
SharePoint Advisor Live Conference
• Technical conference focusing on SharePoint
• Tips
• Tricks
• Code
• How To’s
June 12 - 16, 2005
Las Vegas, Nevada
JW Marriott Las Vegas Resort
• $1295 Main Event Registration by May 2 2005
• $1495 Main Event Registration after May 2 2005
• http://advisorevents.com/cmt0506p.nsf/w/main-cms
Survey Results
Thanks for your input!!!
• Over 70 responses
Survey Results: What are SPUG Users Using?
Products in Use
60
50
40
30
20
10
0
count
Office 2000
Total
Office 2003
Total
Office XP
Total
SharePoint SharePoint SharePoint
Portal Server Portal Server
Team
2001 Total
2003 Total
Services
2001 Total
Products
• Most have made the switch to Office 2003
• Still a little bit of SharePoint 2001 out there
Windows
SharePoint
Services
2003 Total
Survey Results: Possible Future Topics
Interest
Possible Future Topics
60
50
40
30
20
10
0
Low
Below Average
Average
designing.
Branding
sharepoint
Case Study
Examples
Microsoft
SharePoint
Roadmap
advanced web
part development
utilizing
sharepoint for
Business
Intelligence
ISV
Demonstrations
Topics
• Top Topics
• Designing / Branding SharePoint
• Case Study Examples
• Microsoft SharePoint Roadmap
• Advanced Web Part Development
Setting up
multiple server
sharepoint
environment
sharepoint
integration
w/biztalk
Sharepoint
integration with
MBS Portal for GP
Above Average
High
Survey Results: Why do you come to MNSPUG?
• Information on how to integrate SharePoint with other technologies
• 43 said yes
• Information on how to use SharePoint for various business problems
• 44 said yes
• Networking with others in the SharePoint community
• 42 said yes
• Technical information on SharePoint administration
• 43 said yes
• Technical information on SharePoint development
• 48 said yes
Survey Results: Most Humorous Response
In Response to: ‘How can we improve the
user group?’
“I think you could work on adding more
spectacle to the presentations. For
example, fog machines and strobe lights
can accentuate the importance of a
point. Live music and possibly a dance
floor would be helpful. Is it too much to ask
for a beer garden?”
SharePoint Cookbook
A Seven Course “Meal”
Why do a SharePoint Cookbook session?
• Demonstrate how to use some
of the more interesting out of the
box functionality
• Demonstrate using free web
parts
• Demonstrate the value that
SharePoint can bring to more
common business scenarios
Appetizer: Adding a breadcrumb web part
• What is a breadcrumb?
• Navigation hierarchy
• Ex: Home >> Divisions >> HR
•Addresses the “Up To [ABC Site]”
issue of single level
• Utilizes a free web part
• Can be included in templates
• Improves usability and navigation
Appetizer: Adding a breadcrumb web part
• Download web part from:
http://download.microsoft.com/downloa
d/2/6/b/26b3cf90-dd4a-490c-a7dd4ce6e20137b3/BreadcrumbSiteNavigati
on.zip
• Install to server
• Update web.config
• Import DWP file to site or page
• Add to web page for navigation
Demo
Adding a Breadcrumb Web Part
Salad: Creating a Custom View of a List
• What is a view?
• Built in SharePoint functionality
• Presents existing data in a new way
• Utilizes Lists / Libraries
• Doesn’t require any custom coding
• Provides the following:
• Sorting
• Grouping
• Filtering
• Styles
• Totals
•
Salad: Creating a Custom View of a List
• Select the library or list to work with
• Select Modify Settings and Columns
• Choose Create a new view
• Name and choose appropriate settings
for new view.
• Pick columns
• Sorting
• Filtering
• Grouping
• Totals
• Styles
• Item Limit
Demo
Creating a Custom View of a List
Soup: The DataView Web Part
• Created in FrontPage
• Can Consume…
• SharePoint Lists/Libraries
• Data in Databases
• Web Services
• Practically anything that is XML
• Customizable
• Layout/Style
• Connectable
• Conditional Formatting
Soup: The Data Source Catalog
• Task Pane available when creating a DataView
• Displays…
• Lists/Libraries for the current Site
• Existing Database Connections
• Existing XML Files (current site or manually
added)
• Server-side Scripts (parameterized web
pages that emit xml)
• Web Services (i.e. SharePoint Web Services)
Soup: DataView Configuration
• Task Pane (Details) available when configuring a
DataView
• Allows configuration of…
• Styles (extension of OOTB SPS List Styles)
• Filtering
• Sorting and Grouping
• Conditional Formatting -- style changes
based on data value(s)
• Displays the data available for consumption
• Why
• Full control over the presentation
• Powerful grouping functionality
• Seamlessly Integrate existing data into
SharePoint
Demo
Data View Web Parts Using Lists
Main Course: Meatball Report
• What is a Meatball Report?
• Utilizes Lists / Libraries
• Provides instant, visual feedback
• Conditional Formatting with FrontPage
• Presents existing data differently
based on conditional logic
• Doesn’t require any custom coding
• Visualize data for ease of consumption
• At-a-glance type of user
• Good for Dashboards
Main Course: Meatball Report
• Conditional Formatting Basics
• Change a cell’s font, based on Priority
• Show an “Overdue!” notice on old items
• Conditionally display images, based on
Priority
• Advanced formatting using calculated
columns
Demo
Creating a “Meatball” Report
5 – 10 minute break
Dessert: Creating and Using Connected Web Parts
• Communication between Web
Parts
• Parent/Child; Master/Detail;
Filtering
• Out-of-the-box
• SharePoint Lists/Libraries
• DataViews
• Form Web Parts
• Configured using Browser or
FrontPage
• FrontPage provides page-topage communication
• Improves usability
• Repurpose data
Demo
Connected Web Parts
After Dinner Drink: Using OWC Web Parts
• Office Web Components (OWC)
• Able to connect to a database
• Communication between Web
Parts
• Rich client side interface
• Behaves like a Windows app
• Export directly to Excel
• Users familiar with Excel can
jump right in
• Requires Office on the client
After Dinner Drink: OWC Charting
•
Download web part from:
http://www.microsoft.com/downloads/details.aspx?fa
milyid=38be67a5-2056-46a1-84b1337ffb549c5c&displaylang=en
•
Download and unzip the file onto the SharePoint
Server
•
Run STSTPKPL.EXE to install the web parts
•
Place WebPart on page
•
Connect to Data Source
•
Add to site to Trusted Sites if prompted about
connection security
•
Serve chilled
Demo
Graphing Using Office Web Components
(OWC)
After Dinner Drink: Using Chart Web Part
• Different than Office Web
Components (OWC)
• XML or List based
• Supports XPath queries
• Highly configurable
• Outputs PNG or VML (no client
side requirements)
After Dinner Drink: Charting Web Part
•
Download web part from:
http://www.microsoft.com/sharepoint/d
ownloads/components/detail.asp?a=701
•
Install the CAB file into the GAC
(stsadm –o addwppack –filename
ChartWebPartLibraryCAB.CAB –
globalinstall)
•
Give SharePoint Application Pool user
Write access to C:\Program
Files\Common Files\Microsoft
Shared\web server
extensions\wpresources\ChartWebPart
Library\1.0.0.0__ec1e93bf640efdaf
•
Place Web Part on a Page
•
Serve with XML or List Data
Demo
Graphing Using Charting Web Part
Cheese: Welcome [UserName]
• Provides a simple welcome message
• A touch of personalization
• Message can be customized
• Name
• Username
• Email
• Date
• Time
•
Use Site Templates to standardize
Install the Hello User Web Part
• Download the Web Part Package (CAB file)
• Install using stsadm.exe
stsadm –o addwppack –filename c:\packagename.cab -globalinstall
• Refer to MSDN “Packaging and Deploying Web Parts”
http://msdn.microsoft.com/library/default.asp?url=/library/enus/odc_sp2003_ta/html/sharepoint_deployingwebparts.asp
• Add to page / site where desired
Demo
Welcome [UserName] Web Part
Hope you enjoyed
your meal
Q&A