SP13 CONTENT MANAGEMENTWEB PARTS (WPS)

TROUBLESHOOTING, WORK AROUNDS & GOOD GOVERNANCE

BY MELISSA KATTKE

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HOW TO NAVIGATE TO THE WPSThis presentation will provide insight in how to display web parts that go in hiding after clicking on the “save” button.

Readers will be provided with good governance and work arounds when Microsoft’s SharePoint web parts are not working the way you anticipated.

OBJECTIVES1. Discuss how to manipulate Web Parts (WPs)

2. What resides in a WPs Gallery and how to use it to your advantage

3. Why I can’t see my newly inserted WP?

4. When WP advanced options are disabled.

5. Gotchas when using Wiki vs. WP pages.

6. Demystifying WP advanced options/WP properties.a. Advanced optionsb. Ajax optionsc. Miscellaneous options

MANIPULATING WPS• In order to work around WPs, go toMain Menu/Site Settings/Web Designer Galleries, assuming you have administrative access and permission to do so.

• Always check the WP gallery to see if the WPs are closed or open. Depending on how the site is configured and if you have the appropriate permissions, go to the “Closed WPs gallery” where the WPs are not viewable.

• It can make a difference between clicking the close or edit options on the WP menu, because by closing it, this creates the problem of not seeing your desired WP. Utilize the edit feature and avoid closing if possible.

THIS WP GALLERY MANAGES WPS AVAILABLE TO YOUR SITE AND ALL SITES UNDER IT. WPS CAN BE ADDED & UPLOADED. WP PROPERTIES CAN BE ALTERED AS WELL. ADDED WPS WILL RESIDE IN THE APPS CATEGORY, AFTER CLICKING ON “ADD A WEB PART”.

SITE COLLECTION ADMINS MANAGE THIS GALLERY AND HAVE FULL CONTROL PERMISSION LEVEL ON THE SITE. YOU MUST BE AT THE ROOT SITE OF THE SITE COLLECTION. IF YOU DON’T SEE “WEB PARTS” UNDER THE WEB DESIGNER GALLERIES, YOU DON’T HAVE ACCESS TO MANIPULATE THESE WPS.

Web Part Galleries

CAN’T VIEW YOUR WP?Closed WP Gallery 1. Go into Edit mode and check to see if it is residing in the Closed WPs Gallery.

2. If so, Add it back to page and it’ll appear. 3. If not, it was deleted. Please add and configure it

again.

Still Can’t View your WP? Go to the WP check box and scroll down to “Edit WP”

On the Properties/Tool PaneHidden

1. If it is “hidden”, uncheck the box “Allow Hide”.2. If the WP is not hidden & not in the Closed WP Gallery, check to see if the WP is targeted(towards an audience)? If it is disabled, you’re using not using a WP page. (This will be discussed in next 2 slides)

STILL CAN’T VIEW THE WP?

Targeted (Audience) 1. If so, check/adjust the target in the properties tool pane.

2. If the WP is not targeted, see if the WP is minimized.

To enable audience targeting on a list/library, go to settings/list settings or document library settings. Under General Settings, click Audience targeting settings and select Enable audience targeting check box.

Minimized 1. If the WP was indeed minimized, restore the WP content & check/adjust the “Chrome” settings. 2. If the WP was NOT minimized, go back to the WP menu for details. Most likely this is a Content Editor WP or a Content Query WP with no “Chrome” & no content. 3. Check/adjust the content and “Chrome” settings.

ADVANCED WP OPTIONS DISABLEDARE YOU USING A WIKI OR A WP PAGE?

WHEN USING A WIKI PAGE, USERS HAVE MORE FLEXIBILITY WITH THE LAYOUT, BUT LESS ADMINISTRATIVE CONTROL OVER STRUCTURE. WIKI PAGES DO NOT INTERACT WELL WITH THESE OPTIONS. WIKI PAGES HAS A SET OF RULES/FUNCTIONS THAT IT CAN AND CANNOT ALLOW. MAKE SURE YOU ARE USING A WEB PART PAGE; OTHERWISE, YOU CANNOT MODIFY THESE SETTINGS AS DESIRED IN A WIKI PAGE.

GOTCHAS USING WIKI & WP PAGES BASIC CONTENT TYPES ARE WIKI, WP & PUBLISHING PAGES, EACH WITH ITS OWN SET OF RULES/CAPABILITIES.

MODIFYING WIKI PAGES FOR INSERTING WPS, B/C THEY DON’T HAVE ZONES, TEXT AREAS ARE RICH TEXT AND DO SOME TRANSLATIONS TO THE HTMLTIP 1: WHEN INSERTING AN APP OR A WP, BE ADVISED THAT WHEN WORKING ON WIKI PAGES, THESE WPS ARE REALLY APPS AND VICE VERSA. TIP 2: YOU CANNOT SELECT A WEB PART AND MOVE IT FROM WIKI ZONE OR AREA TO ANOTHER AREA.  YOU HAVE TO DELETE THE WEB PART IN ONE ZONE AND THEN RE-INSERT THAT WEB PART INTO THE DESIRED ZONE. 

CUSTOMIZING WPSTHESE “PROPERTIES” RESIDE IN THE TOOL PANE MENU DISPLAYED ON THE BOTTOM RIGHT..

ADVANCED OFFERS SEVERAL OPTIONS TO MODIFY WPS. ONLY A FEW OF THEM WILL BE EXPLAINED.

DESCRIPTION NOT ONLY SPECIFIES THE SCREENTIP WHEN HOVERING OVER THE WP TITLE/ICON. THIS OPTION WORKS IN TANDEM WITH THE SEARCH COMMAND ON THE FIND WPS MENU IN THE FOLLOWING WP GALLERIES: SITE, VIRTUAL SERVER & WP PAGE.

HELP MODE USES A BROWSER TO DISPLAY HELP CONTENT FOR A WP. IT HAS 3 MODES1 MODAL-OPENS THE WP IN A SEPARATE BROWSER. THE END USER MUST CLOSE THIS WINDOW BEFORE RETURNING TO THE WEB PAGE.2. MODELESS-ALSO OPENS A SEPARATE BROWSER, BUT THE USER DOESN’T HAVE TO CLOSE IT WHEN DONE.3. NAVIGATE-OPENS THE WEB PAGE IN THE CURRENT BROWSER.

CUSTOMIZING WPSAJAX OPTIONS ALLOWS USERS TO CHOOSE TO ENABLE OR DISABLE ASYNCHRONOUS BEHAVIORS, MEANING THAT THE DATA IN THE WP IS BEING SENT TO A PAGE WITHOUT REFRESHING IT.ENABLE ASYNCHRONOUS LOAD ALLOWS A WP TO LOAD ON A PAGE, WITHOUT BLOCKING PAGE LOADING. DISABLING THIS FEATURE WILL SYNCHRONOUSLY SHOWS THE LIST VIEW AS A “LOADING” IMAGE UNTIL ALL OF THE DATA IS RETURNED FROM THE SERVER.ENABLE ASYNCHRONOUS UPDATE ALLOWS OR DOESN’T ALLOW ASYNCHRONOUS OR SYNCHRONOUS BEHAVIOR WHEN SORTING, PAGING, FILTERING AND REFRESHING.SHOW MANUAL REFRESH BUTTON DISPLAYS OR CONCEALS A BUTTON THAT MANUALLY REFRESHES THE LIST VIEW.ENABLE ASYNCHRONOUS AUTOMATIC REFRESH ENABLES OR DISABLES AUTOMATICALLY REFRESHING THE LIST VIEW.AUTOMATIC REFRESHING INTERVAL SPECIFIES THE TIME INTERVAL BETWEEN EACH AUTOMATIC REFRESH OPERATION. DEFAULT IS 60 SECONDS.

DEMYSTIFYING WP PROPERTIESMISCELLANEOUS OPTIONS – INCLUDES SAMPLE DATA, XSL LINK & SOME CACHING PROPERTIES.WHEN THESE OPTIONS ARE NOT AVAILABLE, GO TO THE SITE COLLECTION(TOP LEVEL SITE)/SITE SETTINGS/GALLERIES/WPS. CLICK ON “NEW” ON THE ACTION BAR AND SELECT THE CHECK BOX “OVERWRITE…” AND THEN CHOOSE THE WP YOU WANT. IF YOU WANT ALL AVAILABLE, CHECK THE BOX NEXT TO “WP TYPE” AND THEN CLICK ON “POPULATE GALLERY”. SAMPLE DATA ALLOWS USERS TO ENTER SAMPLE DATA AS A VALID XML FILE AND WITH THE SAME STRUCTURE AS THE RETRIEVED DATA FROM THE DATA SOURCE.XSL LINK USED TO ENTER XSLT SOURCE CODE INTO A PLAIN TEXT EDITOR. EXPERIENCE WITH XSLT SYNTAX IS REQUIRED WHEN USING THIS.ENABLE DATA VIEW CACHING IS A CHECK BOX THAT ENABLES TO CACHE OR NOT TO CACHE THE XSL TRANSFORM AS WELL AS THE DATA SOURCE CONTROL INSTANCE.DATA VIEW CASHING TIME SPECIFIES DURATION, IN SECONDS, FOR CLEARING CACHE. SELECTING “0” SETS IT TO THE DEFAULT 86,400 SECONDS=1 DAY.