Meeting # 90 Welcome to the Minnesota SharePoint User Group
http://www.sharepointmn.com May 9 th, 2012 Mirror, Mirror on the
Wall Its all about SharePoint Web Parts Beth Beck & Donald
Donais
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Meeting # 90 Agenda Introductions Lets Start from the Beginning
Using Web Parts to Support Best Practices Break Cool & Advanced
Web Parts and Properties Surveys and Giveaways o Reminder - Online
Participants take Survey to be eligible for giveaway o Survey link
on front page
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Meeting # 90 User Group Goal / Objectives o 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
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Meeting # 90 Introductions MNSPUG Sponsors Avtex
(www.avtex.com)www.avtex.com Technology consulting company Practice
area focused on SharePoint Benchmark Learning
(www.benchmarklearning.com)www.benchmarklearning.com Training on
many technologies Microsoft (www.microsoft.com)www.microsoft.com
Wrox Press (www.wrox.com)www.wrox.com OReilly
(www.oreilly.com)www.oreilly.com
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Meeting # 90 www.SharePointMN.com Website for user group
SharePoint resource documents SharePoint resource links RSS Feeds
Meeting Schedule Past User Group Presentations
[email protected] www.sharepointmn.com
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Meeting # 90 Social Networking Linked In group The most
interactive includes job postings o Post Job Posting on the Jobs
Discussion page o http://www.linkedin.com/groups?gid=1878792
http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG
and #MNSPUG
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Meeting # 90 Upcoming Schedule Next Meeting June 13 th 9:00 AM
to 11:30 AM Microsoft Technology Center Check www.SharePointMN.com
for updates!www.SharePointMN.com Upcoming Topics include:
SharePoint Branding, TechED 2012 Re-cap, SharePoint Business
Intelligence Ongoing Schedule 2 nd Wednesday of every month 9:00 to
11:30 am Microsoft Technical Center - Edina
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Meeting # 90 Local and Online Events
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Meeting # 90 We Want You! MN SharePoint User Group looking for
speakers o You know something about SharePoint o Someone you know,
knows something about SharePoint o Speak about something you
implemented Email: [email protected]@sharepointmn.com o
Name o Contact Information o Background Information o Subjects
comfortable talking about
Meeting # 90 http://www.sharepointmn.com Lets Start at the
Beginning
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Meeting # 90 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
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Meeting # 90 Crawl, Walk, Run
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Meeting # 90 Web Parts Crawl: SharePoint List and Libraries o
Change Views Out of the Box Web Parts o Depending upon SharePoint
version
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Meeting # 90 Web Parts Walk: Content Query Web Parts o Modify
the XSLT SharePoint Designer o Data View Web Parts 3 rd Party Web
Parts o CodePlex o Armein o Bamboo o Many others!
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Meeting # 90 Web Parts Run: Utilizing BCS/BDC Web Parts o
SharePoint 2007 Business Data Connection (BDC) o SharePoint 2010
Business Connectivity Service (BCS) Visual Studio o Developing.NET
web parts o Tie into 3 rd Party LOB applications
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Meeting # 90 Web Parts - Planning Information Architecture o
Structure of your SharePoint environment o Includes the way you
access information o Includes the way you navigate the environment
Should look at the following o Business Context o Content o
Users
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Meeting # 90 Business Context Goals and Vision for the
Organization Organizational Structure or Not Business Processes
Ever Changing Entity within the Company
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Meeting # 90 Content The Five Ws 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?
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Meeting # 90 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
http://bit.ly/KPaGXa
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Meeting # 90 Wireframing
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Meeting # 90 Information Architecture Examples
ContentSharePoint Feature / ConstructDetails Site ContentLeft hand
navigation.Out of the Box Quick Launch - IA Employee LinksContent
is stored within the HR site in a links list.Content Query Web Part
using custom XSLT Site ContactContact information for the current
site. This can include either the department head or SharePoint
Site Owner. Contact Details web part CongratulationsDisplay
important events happening with the employees of the organization.
Content Query Web Part display custom list of information Whats
Your Weather?Display weather according to the city where you
work.Amrien AD Weather web part configured to use Active Directory
City New Employee ResourcesInformation pertaining to the New
Employee On-Boarding process. Content Query Web Part display
document library found in HR site Popular or Top DocsDocuments
found within the SharePoint environment that are rated Content
Query Web Part displaying document libraries using SP 2010 Ratings
and displaying 4 stars or greater CalendarAggregation of calendars
from the various departments in the site collection List View of
SharePoint calendar using SP 2010 calendar overlays
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Meeting # 90 http://www.sharepointmn.com General Knowledge
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Meeting # 90 Terminology Web Part Web Part Page Web Part Zone
Wiki Pages
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Meeting # 90 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
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Meeting # 90 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
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Meeting # 90 Web Part General Properties Appearance o Title o
Height and Width o Chrome Layout o Hidden o Zone Advanced o Web
Part mgt. settings o Target Audiences
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Meeting # 90 Web Part Maintenance Page Web Parts may become and
issue Close vs. Deleted ?contents=1
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Meeting # 90 Web Part Connections Connecting Web Parts to pass
data Synchronization of behaviors Available OOB & SharePoint
Designer 07 & 10 Embedded Search Master/Detail
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Meeting # 90 http://www.sharepointmn.com Web Part
Connections
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Meeting # 90 http://www.sharepointmn.com Using Web Parts to
Support Best Practices
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Meeting # 90 Web Part Legend SharePoint 2007SharePoint 2010
Standard EditionEnterprise EditionAll Editions
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Meeting # 90 Web Parts Discussed Table of Contents I Need To
Content Editor Announcements List Contact Details Relevant
Documents Summary Links
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Meeting # 90 Table of Contents Best Practices Quick Way to
Display Large Amount of Sites/Content Information can be quickly
Grouped and Styled
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Meeting # 90 I Need To Web Part Best Practice Display many
organizational links 2007 Web Part, but still available in
2010
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Meeting # 90 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 o Create an I Need To list
template if you plan to use this throughout site collection o Pay
special attention to case sensitivity o Title: Use the default o
URL: use the URL Base column in SP2010 o Choice: must be called
Choice; use field type choice; replace 3 defaults with Yes and No
Enter Items in this list
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Meeting # 90 I Need To Create the List
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Meeting # 90 I Need To Create the Web Part Export I Need To
from 2007 / Upload to 2010 o
http://www.sharepointmn.com/SharePoint%20Resources/INeedTo.zip
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 o Click the Choice or Filter
drop-downs o Refresh the page a few times o May see this error
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Meeting # 90 http://www.sharepointmn.com Meeting # 89 Add Web
Part to Page Configure Web Part Apply/OK Web Part . Voila! Make
your choice and.
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Meeting # 90 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
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Meeting # 90 http://www.sharepointmn.com Meeting # 89 1. jQuery
files reference in SharePoint 2. jQuery.txt file in CEWP
Meeting # 90 http://www.sharepointmn.com Content Editor Web
Part
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Meeting # 90 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
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Meeting # 90 Contact Details Best Practice Site Owner Contact
Info One person per Contact Details Options o Display Contact
Picture o Display Contact Job Title OCS/Lync Presence
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Meeting # 90 Relevant Documents Best Practices Helps to locate
documents the user is currently working on Options include o
Modified by o Created by o Checked out o Display a link to
document
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Meeting # 90 Summary Links Best Practice Links to various
resources that can be styled Can be used in the Welcome page
layouts Two options for configuration o Standard options o
Configuration option Styles & Layout
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Meeting # 90 http://www.sharepointmn.com Summary Links Web
Part
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Meeting # 90 http://www.sharepointmn.com Break
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Meeting # 90 http://www.sharepointmn.com Cool & Advanced
Web Parts & Properties
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Meeting # 90 Web Parts Discussed Media Player (SP 2010) Excel
Web Access Chart KPI/Status List People Results Core Filter Web
Parts Content Query Web Part
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Meeting # 90 Media Player Standard Web Part Properties Media
Ribbon Easily add video/audio Upload or find content
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Meeting # 90 Excel Web Access Works with Excel Services Display
published components Interaction is Possible o Different for 2007
vs. 2010 o Parameter Task Pane o Pivot Table
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Meeting # 90 http://www.sharepointmn.com Media & Excel
Services
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Meeting # 90 Chart Web Part Charts can be created from variety
of data locations o Another web part through connection o
SharePoint List o Business Connectivity Services o Excel Services
Named Range Can Filter and Aggregate Data Chart Look and Feel
similar to Excel Charts
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Meeting # 90 Chart Web Part - Options
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Meeting # 90 KPI/Status Web Part Key Performance Indicator of a
particular metric Measure against Warning and Goal Works in
conjunction with KPI/Status List Data can be pulled from o
SharePoint List o Excel Spreadsheet o SQL Server Analysis Services
(SSAS) o Manual Entry Fixed Value
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Meeting # 90 http://www.sharepointmn.com KPI/Status Web
Part
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Meeting # 90 People Search Core Results Create Department or
Organization Directory Filter by Managed Properties in User Profile
Service http://bit.ly/IZ0SJy
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Meeting # 90 Types of Filter Web Parts NameDescription Text
filterA text value that can be any string, including letters,
characters, and numbers Date filterA date value of month, day, and
year. A user can also enter the exact date by clicking a date
picker button Choice filterA predefined list of values and optional
descriptions, such as product or status codes Current userThe
current user name, or other information based on the current user's
profile, such as user name, department, or birthday. This Web Part
is a context Web Part, which means that it is not visible to a user
of the page and the results appear automatically without user input
SharePoint listA list of unique values and optional descriptions,
such as product or status codes, generated from a column in a
SharePoint list. This Web Part is similar in behavior to the Choice
Filter Web Part, and is useful when you have a list of values that
might change over time and you want an easier way to maintain the
list without having to change the Web Part properties.
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Meeting # 90 Types of Filter Web Parts contd NameDescription
Query String (URL) FilterPart of a URL that contains a filter which
sends filter information to the page that youre viewing.
Others
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Meeting # 90 Query String (URL) Web Part Examples Started with
Patent Library > AllItems.aspx Added Query String (URL) web part
Configure web part: o Query String Parameter Name o Create
connection to Patent Library o Enter consumer field name:
patentChoice column Next slide: Query String (URL) example: o Quick
way to display data rather than lots of views o Caveat: because
this web part was added to the AllItems.aspx page, future views
will be based on this default view. o Solution: may need to remove
from new views
Meeting # 90 http://www.sharepointmn.com Filter Web Parts
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Meeting # 90 Content Query Web Part (CQWP) Microsofts
definition o Content Query is a Web Part that displays a dynamic
set of items based on a query that you build by using a Web
browser. You use the query to specify which items are displayed,
and you can set presentation options to determine how those items
are displayed on the finished page Powerful way to create content
roll-ups Customization can be done client side Publishing feature
needs to be activated Design permissions or higher required to
create/modify Caveat: scope of CQWP is restricted to a site
collection
Slide 69 change Item Style">
Meeting # 90 Steps to customize the 2007 CQWP /XSLT Part 2
Customize the XSLT to render additional fields Open the
ItemStyle.xsl in SPD Copy / paste style most similar to what you
want e.g. Image on left, TitleOnly, etc First section (the part
that begins with an "xsl:variable") processes the data, proper
format Second section (Table) renders HTML, includes data Edit web
part > Properties > change Item Style
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Meeting # 90 Process Data/Properly formatRender HTML/Data
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Meeting # 90 Steps to customize the 2007 CQWP/XSLT Part 3 Edit
web part > Properties > change Item Style
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Meeting # 90 http://www.sharepointmn.com Content Query Web
Parts
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Meeting # 90 3 rd Party Web Parts Sharevolution -
http://www.sharevolutionhq.com/ http://www.sharevolutionhq.com/
SharePoint Market - http://www.thesharepointmarket.com/
http://www.thesharepointmarket.com/ CodePlex www.codeplex.com
www.codeplex.com o Google Maps in SharePoint 2007 o SharePoint
Access Checker Web Part - SP 2007 o SharePoint 2010 Blog Site
Archives Web Part o ChartPart for SharePoint SP 2007 Bamboo -
http://store.bamboosolutions.com/BambooMainWeb/default.aspx
http://store.bamboosolutions.com/BambooMainWeb/default.aspx o Chart
Plus Web Part SP 2007 & 2010 o List Rollup Web Part SP 2007
& 2010 o World Clock and Weather Web Part SP 2007 &
2010
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Meeting # 90 3 rd Party Web Parts Amrien Engineering o Weather
AD Enterprise Version o Staff Directory SP 2007 & 2010 o
Microblog/Chat SP 2010