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Prepared for Prepared by Jornata 63 Chatham Street Boston, MA Submitted on 05/27/2022 Thinking SharePoint? Think Jornata. Driving User Adoption with Custom Branding Development 1 SPS Baltimore James Sturges and Anastasia Czerw

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Page 1: Jornata llc   sps baltimore 2012 - share point branding

1

Prepared for

Prepared byJornata63 Chatham StreetBoston, MA

Submitted on 04/09/2023

Thinking SharePoint? Think Jornata.

Driving User Adoption with Custom Branding Development

SPS Baltimore

James Sturges and Anastasia Czerw

Page 2: Jornata llc   sps baltimore 2012 - share point branding

2Thinking SharePoint? Think Jornata.

About Us• James Sturges– Manager of PMO & Quality at Jornata, focusing

on custom application design and branding– Been with Jornata just over 2 years, worked with

UI/UX design at “.com” startups before that– Based in Boston at Jornata HQ

• Anastasia Czerw– Developer at Jornata, client side, server side,

you name it side– Worked with SharePoint for a little over a year– Moved to Baltimore in December – not as scary

as everyone said it would be!

Page 3: Jornata llc   sps baltimore 2012 - share point branding

3Thinking SharePoint? Think Jornata.

About Jornata• Founded in 2006 (~6 years of successful

projects)• 20 full-time resources dedicated to

SharePoint and Office 365 – and we’re hiring!

• Hundreds of SharePoint and Office 365 projects

• Located in downtown Boston – next to Faneuil hall

• Nationally Managed Office 365 Partner• Gold Competency partner in SharePoint

Page 4: Jornata llc   sps baltimore 2012 - share point branding

4Thinking SharePoint? Think Jornata.

Overview• Planning• Branding Elements• Deployment Options– Best Practices– Farm vs. Sandboxed

• “Auto Branding”• Demos• Extras

Page 5: Jornata llc   sps baltimore 2012 - share point branding

5Thinking SharePoint? Think Jornata.

What is Branding?• What is branding?– Something that distinguishes your site

from everyone else’s

• What does branding mean to you or your organization?– Could be as simple as a logo

or a whole site overthrow

Page 6: Jornata llc   sps baltimore 2012 - share point branding

6Thinking SharePoint? Think Jornata.

How can Branding help user adoption?

• SharePoint is very generic• Connects target prospects

emotionally• Make navigation more instinctual• Add personalized elements for social

interaction• Tie in internal, corporate resources

and information

Page 7: Jornata llc   sps baltimore 2012 - share point branding

7Thinking SharePoint? Think Jornata.

Page 8: Jornata llc   sps baltimore 2012 - share point branding

8Thinking SharePoint? Think Jornata.

Planning• The first step of branding is planning,

planning, planning–What is your goal? –Who is your audience? Think of the user!– Involve the business, get the right people

on board

• What Browsers will you be supporting?– Firefox vs. IE vs. Chrome– Test early and often… very important!

Page 9: Jornata llc   sps baltimore 2012 - share point branding

9Thinking SharePoint? Think Jornata.

Development• Theming engine–MS Theme Builder– Using PowerPoint to build themes

• SharePoint Designer 2010• Custom code/Feature (Visual Studio 2010)– Farm or sandboxed (MS Sandboxed Example,

video)– Feature stapling custom master pages

• Deploying to Style Library vs. Layouts– Breaking site definition of files (“unghosting”)

Page 10: Jornata llc   sps baltimore 2012 - share point branding

10Thinking SharePoint? Think Jornata.

Tools• Developer tools for Branding– IE “F12” Developer Tools (also in Chrome,

Safari)– Remember to refresh after page load!– Browser and document modes– Firebug for Firefox

• SharePoint Designer 2010• Visual Studio CSS syntax plugins– Web Essentials

• W3Schools.com• ColorCalculator

Page 11: Jornata llc   sps baltimore 2012 - share point branding

Thinking SharePoint? Think Jornata.

Elements of BrandingElements of Branding• Master Pages – defines the functionality

and content areas/layouts on the page– Page Layouts

• JavaScript/JQuery• CSS – “Cascading Style Sheets”; defines

visual styles• Images

11

Web Request

Content Page

Master Page

Master Page

Content Page

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12Thinking SharePoint? Think Jornata.

Master Pages• Never modify system pages directly! Make

a copy• Creates a consistent “frame” for your portal

– Clean v4 – Tom Daly, B&R Solutions; basic V4.master with inline documentation and no V3 content areas

– Starter Master Pages – Randy Drisgill, SharePoint 911; inline documentation comments, some issues with Treeview

– Just the Essentials – Heather Solomon– Responsive HTML 5 “V5” – Kyle Schaeffer; some

known issues

• Portal pages use V4, search uses minimal.master (convert V4 for Search)

Page 13: Jornata llc   sps baltimore 2012 - share point branding

13Thinking SharePoint? Think Jornata.

CSS• Special Classes– noindex: prevent content from being indexed– s4-notdlg: hide elements from dialog boxes– s4-notsetwidth: stops JavaScript from resizing element

when using fixed width master pages– Note about the s4-workspace: be very careful about

removing or modifying, may break scrolling

• Heather Solomon CSS chart for SP2010– Use dev tools to find classes (refresh after page load!)

• Delegate Controls and AdditionalPageHead for if no access to Master page (VS User Control)

• Hide SharePoint/ASP controls rather than remove

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14Thinking SharePoint? Think Jornata.

Farm Solutions• “Full trust” solutions, unrestricted

access to servers• Code can change data, functionality• Must be deployed on servers by an

administrator

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15Thinking SharePoint? Think Jornata.

DEV TOOLS AND DELEGATE CONTROL BRANDING

DEMO

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16Thinking SharePoint? Think Jornata.

Sandboxed Solutions• Self contained to a site collection

(isolated)• Can be deployed by end users through

the SharePoint UI• Created through SP Designer or Visual

Studio• Requires Sandboxed Code Service, can

be controlled by administrators

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17Thinking SharePoint? Think Jornata.

BRANDING WITH SANDBOXED SOLUTIONS

DEMO

Page 18: Jornata llc   sps baltimore 2012 - share point branding

18Thinking SharePoint? Think Jornata.

Feature Based Development• Why it’s awesome– Easily repeatable branding across sites/webs– Automatically apply branding with feature

stapling based on definitions– POWERFUL! Change theme, master pages,

apply CSS, replace images, etc.

• Why it’s a pain– Need to know Visual Studio– Need to recompile and redeploy to make

changes (resets IIS, need maintenance windows)

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19Thinking SharePoint? Think Jornata.

BRANDING WITH FARM SOLUTIONS

DEMO

Page 20: Jornata llc   sps baltimore 2012 - share point branding

20Thinking SharePoint? Think Jornata.

Appendix A: What’s New in 2010

• New SharePoint Controls

Control Description

SharePoint:SPShortcutIcon Sets the favicon in the top left of the browser URL bar

SharePoint:CssRegistration After=“corev4.css”

Tells SharePoint what to load after Corev4.css

SharePoint:SPRibbon Adds the Fluent UI (the ribbon) to the page

SharePoint:PopoutMenu Adds the breadcrumb that shows the pop-out displaying your current location in the site when clicked (hierarchal tree structure)

SharePoint:SPRibbonPeripheralContent

Adds various items attached to the ribbon

SharePoint:PageStateActionButton Loads the page edit and save icon button near the top left of the page

SharePoint:LanguageSpecificContent Displays content specific to the selected language

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21Thinking SharePoint? Think Jornata.

Control Description

SharePoint:DeveloperDashboardLauncher

Launches the developer dashboard (hidden by default, but can be activated with STSADM or PowerShell)

SharePoint:ClusteredDirectionalSeparatorArrow

Loads the arrow near the site icon after the page title

SharePoint:AspMenu UseSimpleRendering=“true”

Renders navigation without tables

SharePoint:VisualUpgradePreviewStatus

Displays the Visual Upgrade status in the status bar

SharePoint:VersionedPlaceholder UIVersion=“3”

Enables the capability to target page elements to v3 or v4 capabilities

SharePoint:ClusteredSPLinkButton How SharePoint makes use of CSS sprites

SharePoint:DeveloperDashboard Loads the actual developer dashboard at the bottom of the master page; hidden until the launcher is clicked

SharePoint:WarnOnUnsupportedBrowsers

Displays a warning to users accessing SharePoint with unsupported browsers such as IE 6

Wssuc:MUISelector Sets the MUI language selected that shows up in the welcome menu if language packs are installed

SPSWC:MySiteCssRegistration Allows the use of specific CSS

Page 22: Jornata llc   sps baltimore 2012 - share point branding

22Thinking SharePoint? Think Jornata.

Appendix B: Helpful CSS Tricks

• >– Example: table.MyCustomTable > tr > td

{style:value;}

• !important;– Add this to overwrite cascading classes, example:

{font-family: Arial, sans-serif !important;}

• Conditional Browser Statements– <SharePoint:CssRegistration runat=“server”

Name=“CustomCSS.css” ConditionalExpression=“IE 7.0” />

– Conditional CSS Statements (MSDN link)<!-- [if IE 7]> .class {style:value;} <![endif]-->

• Hide left side “quick launch” navigation links

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23Thinking SharePoint? Think Jornata.

Resources• W3 Documentation:

http://www.w3.org/Style/CSS/• W3Schools Documentation:

http://www.w3schools.com/css/

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24Thinking SharePoint? Think Jornata.

Questions?• James Sturges– [email protected]– http://sharepoint.jsturges.com–@jcsturges

• Anastasia Czerw– [email protected]– http://czerwsup.wordpress.com/

• http://www.jornata.com