Microsoft Office SharePoint 2007 Technical Enablement TourPatrick Tisseghem (Managing Partner – U2U)

patrick@u2u.be

Customizing Sites and Building SharePoint Solutions

© 2006 Microsoft Corporation.

The WSS Template Architecture

● WSS is a site provisioning engine● Sites are based on templates (plenty of OOB templates)● Template architecture of WSS is extensible

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Save as Templatein the database

(.stp file)

Save as Templatein the database

(.stp file)

Collection of physical files known as

site definitions

Collection of physical files known as

site definitions

© 2006 Microsoft Corporation.

Site Definitions and the Global Template

● Reside in SiteTemplates folder on every front-end Web server

● Collection of XML files (following the CAML language) and ASPX pages acting as helper files

● Common schema definitions and helper files are factored out in the Global folder

● Site definitions are localized through resource files stored in the Resource folder

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DEMOExploring Site Definitions

© 2006 Microsoft Corporation.6

The Features Framework

● Bring modularity to site definitions

● Provide greater flexibility, control and reusability

● Better story for making new functionality (e.g. new lists, menu enhancements, custom workflows, ...) available on existing sites

© 2006 Microsoft Corporation.

What is a Feature?

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Feature.xml defines the metadata of the feature

Other XML files called manifest filesdefine what the feature is all about:

- Event handlers- List and library definitions- Custom workflows- Light-up of SharePoint UI- Administrative operations

CAML and ASP.NET helper files representing the feature components

© 2006 Microsoft Corporation.

Scope of Features

● Farm● Web Application● Site Collection● Site

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© 2006 Microsoft Corporation.

OOB WSS Features

● Team Collaboration Feature● Announcements List Feature● Content Types Feature● Field Types Feature● Administrative Links Feature

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© 2006 Microsoft Corporation.

Making a Feature Available

● Deploy Feature– Copy the all of the files making up the feature to the Features

folder

● Install Feature

● Activate Feature– Using the browser (features admin page)– Using STSADM

Stsadm.exe –o installfeature -forceStsadm.exe –o installfeature -force

Stsadm.exe –o activatefeature –url siteStsadm.exe –o activatefeature –url site

DEMOExploring and Creating Features

© 2006 Microsoft Corporation.

Web Content Management SystemWhat do we expect from it?

● An environment giving the capability to quickly build, deploy, and maintain highly dynamic Web sites:

– Branding: Rich and flexible support for defining the look, feel, and navigation of the site

– Decentralized Authoring: Allow users to create and contribute content with a few simple clicks using tools they already know! and using templates that developers have created. Get Information Technology out of the publication business!

– Workflow/Scheduling: Allow supervisors to approve content before it is posted.

– Data Integrity: Enforce the ‘freshness’ of data. Ensure your documents go up and come down off the site at the right time. Ensure mandates are met.

– Policy, Procedures, and Guidelines: Gentle and transparent enforcement of agencies content policies, procedures, and guidelines via templates

© 2006 Microsoft Corporation.

Web Content Management Business Managers

Site Designers and Web Developers

Content Creationand Approval,Publishing,Scheduling,Archiving,Versioning

Site Managers

Business Users / Content Creators

Site Structure,Templates,Site Design,Integration,Business rules,Security

MobileDevices

Web Sites

WebServices

Workflow

© 2006 Microsoft Corporation.

Microsoft Content Management Server 2002

●Low TCO/Enterprise CM - Separate content from design– Dynamically repurpose and target content for audiences and devices

– Deliver fast and low-cost site updates and redesigns

– Provide content versioning, scheduling and reuse

●Enhance Biz User Productivity – Empowered to Publish– Web browser-based rich authoring or direct from Microsoft Word

– Out-of-the-box and extensible workflow for compliance and quality

control

●Powerful Abilities for IT – Extensible and Interoperable– Developers rapidly create content-rich, dynamic Web applications

– VS.NET integrated providing out-of-the-box server and user controls

– Templates easily created by dragging and dropping placeholders

– Managed API leveraging .NET framework and ASP.NET

– Web Services extensibility

– Integration with SharePoint Portal Server and Commerce Server

ASP.NETASP.NET

© 2006 Microsoft Corporation.

Design Goals

● Integrate CMS and SharePoint– Remove forced choice “CMS vs. SharePoint”– Move towards integrated ECM solution– Add Internet readiness to Sharepoint

● Make creation of dynamic, produced websites dramatically faster and easier– Lower amount of costly custom code– Provide great OOB experience– Improve user experience across all features

● Move CMS customers forward– Comprehensive data migration– Enable flexible migration plans

© 2006 Microsoft Corporation.

CMS vNext

● Part of the Microsoft Office SharePoint Server 2007● Delivered as a set of features● Option for internet/extranet/intranet● Towards an integrated ECM solution● Excellent OOB experience

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© 2006 Microsoft Corporation.

Investments

● Forms Authentication● Master Pages● Page Model● Smart Client Authoring● Publishing Cycle● Site Variations● WCM Web Parts

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DemoWeb Content Management with MOSS 2007

© 2006 Microsoft Corporation.

CMS 2002 to MOSS 2007

● Two phases of migration – Content migration (automatic)– Application migration (manual)

● Content migration support two modes– Full migration– Incremental migration

● Start with a full migration and then do periodic incremental migrations until you are ready to cut over– Incremental allows you to continue using your existing CMS02 installation

during migration

● CMS 2002 and MOSS 2007 can coexist on the same physical farm– This allows you complete the migration without having to purchase hardware

for a new farm

© 2006 Microsoft Corporation.

CMS 2002 Content Migration

● Content migration tool runs against CMS02– Generates import packages

● What counts as content?– Channels, postings and all placeholder content– Resource galleries and resources– Template galleries and template gallery items (not the ASPX files)– Rights groups and users– Custom properties

● What will I have after I run the automatic content migration tool?– A functioning site with all existing content– A set of unbranded page layouts that can be re-branded

© 2006 Microsoft Corporation.

CMS 2002 Application Migration

● Update “white” master page and page layouts generated by the content migration tool– Reapply all custom formatting logic e.g. adding custom CSS

classes– Should only need to touch one master page and a handful of page

layouts

© 2006 Microsoft Corporation.

CMS 2002 Application MigrationCustom code

© 2006 Microsoft Corporation.

WSS v2 vs. WSS v3 Event Handlers

● An event handler is a .NET assembly containing one or more classes handling events that are triggered by SharePoint

● WSS v2– only possible for document libraries– executed in an asynchronous manner

● WSS v3 events architecture significantly improved– Events supported for lists, document libraries and content types– Events supported for changes to list schema as well as items– Events supported at site collection and site level– Events supported for incoming email messages– Support for synchronous events and asynchronous events– Synchronous events occur before the fact and are cancel-able

© 2006 Microsoft Corporation.

Steps for Creating an Event Handler

● .NET class library– Reference to Microsoft.SharePoint.dll– Custom class inheriting a WSS receiver class

using Microsoft.SharePoint;namespace Demos { public class MyEventHandler: SPItemEventReceiver {

public override void ItemDeleting(SPItemEventProperties properties) { // do something and possibly cancel the event properties.Cancel = true; properties.ErrorMessage = “my message"; }

public override void ItemDeleted(SPItemEventProperties properties) { // do something } }}

DEMOBuilding a WSS v3 Event Handler

© 2006 Microsoft Corporation.

Deploying a WSS v3 Event Handler

● Compile class into strong-named assembly● Deploy the DLL in GAC

● Register DLL as event handler in WSS v3

– The WSS v2 way (only for document libraries)– Programmatically via the object model– Using the new WSS feature framework

DEMODeploying and Registering a WSS v3 Event Handler

© 2006 Microsoft Corporation.

Web Part History

● Windows SharePoint Services 2.0 (WSS)– Designed with its own Web Part infrastructure– WSS serializes/stores/retrieves personalization data

● ASP.NET 2.0– Designed with newer universal Web Part infrastructure– Serializes/stores/retrieves personalization data– More flexible and more extensible than WSS– ASP.NET 2.0 does not support WSS v2 Web Parts

● Windows SharePoint Services 3.0 (WSS)– Backward-compatible with v2 Web Parts– Offers a layer on top of the ASP.NET 2.0 Web Part infrastructure

© 2006 Microsoft Corporation.

Web Part Types for WSS v3

WSS v2 RuntimeWSS v2 Runtime

WSS Web PartsWSS Web Parts

WSS v3 RuntimeWSS v3 RuntimeASP.NET 2.0 RuntimeASP.NET 2.0 Runtime

ASP Web PartsASP Web PartsASP Web Parts

Hybrid Web PartsHybrid Web Parts

WSS Web PartsWSS Web Parts

WSS Web Parts

© 2006 Microsoft Corporation.

WSS v3 Web Part Page Structure

SPWebPartManager

SPWebPartZone (Left) SPWebPartZone (Right) Editor Zone

Catalog Zone

Web Part 1

Web Part 2

Web Part 3

Web Part 4

Web Part 5

Editor Part 1

Editor Part 2

Catalog Part 1

Catalog Part 2

© 2006 Microsoft Corporation.

Developing a WSS 3.0 Web Part

● Web Parts derive from ASP.NET 2.0 WebPart base class

using System;using System.Web.UI;using System.Web.UI.WebControls.WebParts;

namespace MyWebParts {

public class HelloWorldWebPart : WebPart { protected override void OnPreRender(EventArgs e) { this.Title = “Hello Web Part"; }

protected override void RenderContents(HtmlTextWriter writer) { writer.Write("Hello, world"); } }}

DEMODeveloping a WSS 3v3 Web Part

© 2006 Microsoft Corporation.

Deployment Steps

● Deploy the .NET assembly– As private assembly in the \bin folder– As shared assembly in the Global Assembly Cache (GAC)

● Register the Web Part as a safe control● Add the Web Part to the Web Part gallery available at the

site collection level● Advertise the Web Part in the ‘Add Web Part’ dialog

DEMODeploying a WSS v3 Web Part

Questions?

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