SharePoint Customization Guide - TIBCO Software · Customizing SharePoint 2010 TIBCO Nimbus™...

SharePoint Customization Guide

™

Software Release 10.1.0July 2017

TIBCO Nimbus

Important Information

TIBCO Nimbus™ SharePoint Customization Guide

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TIBCO Nimbus™ SharePoint Customization Guide

Table of Contents

......................................................................................................................... 4Introduction

.................................................................................................................... 4Target Audience

.................................................................................................................... 4About the SharePoint Customization Guide

.................................................................................................................... 5About TIBCO Nimbus

......................................................................................................................... 6Support

......................................................................................................................... 7What's possible

......................................................................................................................... 8Customizing SharePoint 2010

.................................................................................................................... 8Overview of Editing in SharePoint 2010

.................................................................................................................... 9General

................................................................................................................ 9Modify the main logo and title

................................................................................................................ 9Modify the navigation and page titles

.................................................................................................................... 11Web Parts

................................................................................................................ 11What is a Web Part

................................................................................................................ 11Add a Web Part

................................................................................................................ 11Import a Web Part

................................................................................................................ 13Modify a Web Part

................................................................................................................ 16Move a Web Part

................................................................................................................ 18Remove a Web Part

.................................................................................................................... 18Images

................................................................................................................ 18Create an image library

................................................................................................................ 18Hyperlink an image

.................................................................................................................... 19Themes

................................................................................................................ 19Apply a theme

................................................................................................................ 19Design a theme

......................................................................................................................... 20TIBCO Nimbus Support

.................................................................................................................... 20Contact Details

Introduction

TIBCO Nimbus™ SharePoint Customization Guide 4

Target Audience

The intended audience for this SharePoint Customization Guide is Administrators who are responsiblefor customizing a TIBCO Nimbus SharePoint site.

About the SharePoint Customization Guide

The purpose of this guide is to provide information and detailed step-by-step instructions in order toallow site administrators to customize a TIBCO Nimbus SharePoint site. For information andinstructions on installing and upgrading a TIBCO Nimbus SharePoint integration, please refer to theAdministration Guide that can be downloaded from TIBCO’s documentation site docs.tibco.com.

Microsoft Windows SharePoint Services provides a powerful toolset for organizing information,managing documents, and providing effective collaboration environments, all within a single Web-based environment that integrates easily with desktop applications such as Microsoft Office. TIBCONimbus has developed a solution that integrates TIBCO Nimbus Web Server functionality into aSharePoint site, thereby providing users with access to all of the TIBCO Nimbus Web Serverfunctionality through a SharePoint environment.

The same access rights apply in the SharePoint interface as they do with the standard Web Server.These rights are defined on a user and user group basis in the Author Client.

A SharePoint site can be customized in many different ways. The table below lists a summary ofwhat's covered in this guide. Note: With respect to the Source of Change, SharePoint refers tochanges made through the SharePoint interface and Classic Web Server refers to changes made to thenormal Web Server installation.

Change\Customization Source of Change Method Section

Add Images SharePointEdit PageAdd a MSImage.dwpWeb Part

Import a Web Part

Add Custom Text SharePoint

Edit PageAdd aMSContentEditor.dwpWeb Part

Import a Web Part

Change Web PartTitles

SharePoint Edit Page Modify a Web Part

Add Web Parts SharePoint Edit Page Add a Web Part

Remove Web Parts SharePoint Edit Page Remove a Web Part

Move Web Parts SharePoint Edit Page Move a Web Part

Change Main Logo SharePoint Modify Site SettingsModify the mainlogo

Change Main Title SharePoint Modify Site SettingsModify the maintitle

Change Tab TitlesClassic WebServer

Modify Locale FilesModify thenavigation andpage titles

https://docs.tibco.com/products/tibco-nimbus-10-0-0

Introduction

TIBCO Nimbus™ SharePoint Customization Guide5

Change ThemeColors

SharePoint Apply Theme Apply a theme

Create and ModifySite Themes

Front Page 2003,SharePointDesigner

Create and ModifyThemes

Design a theme

Use TIBCO NimbusWeb Parts in OtherPages and Sites

SharePointImport and Add WebPart

Import a Web Part

About TIBCO Nimbus

TIBCO Nimbus is a process management mapping application that allows corporate information tobe presented graphically and hierarchically in the form of maps and diagrams. It provides a simpleuser-interface that enables any employee within an organization to access information that isrelevant and essential to fulfil their role.

Maps are a collection of diagrams created by process authors. A map is initially created as a draftversion until it is promoted to a master. Maps may also comprise a number of scenarios. Accessrights can be assigned to individual users and groups, allowing or preventing access to an entire mapor parts of a map. Continuous improvement to processes is achieved through a number ofcollaboration features. Acknowledgement requests ensure users are aware of process content thataffects their roles. Reviews ensure that content is kept up-to-date. Feedback and change requestsallow users to suggest improvements. Users can also be notified when content changes through theuse of subscriptions.

Statement sets are a hierarchical set of regulatory and auditable statements that ensure complianceto specific business and legal requirements, such as ISO 9000/12001/17799, CMMi, internalcompany policies, etc. Statements can be linked to activities that are related to compliance andgovernance.

Support


TIBCO Nimbus Support provides the following support for a SharePoint integration:

Errors in the TIBCO Nimbus Web Parts and sites

Creating TIBCO Nimbus sites

Removing TIBCO Nimbus sites

Updating TIBCO Nimbus sites

Changing the themes of TIBCO Nimbus sites

Adding images and text content to TIBCO Nimbus sites

Modifying the properties of a TIBCO Nimbus Web Part

Integrating TIBCO Nimbus with the SharePoint Enterprise Search

Using TIBCO Nimbus functionality in a TIBCO Nimbus site

What's possible


There are many ways to customize a SharePoint site. The diagram below highlights some of theseareas that can be modified.

Customizing SharePoint 2010


Overview of Editing in SharePoint 2010

As a SharePoint administrator there are two routes to edit a SharePoint site, either through the Edit

Page option or through the Site Settings. These can be accessed from the menu.

Edit Page

For a TIBCO Nimbus SharePoint site you can add, remove or update Web Parts to the Home page.When you have finished editing the page, click Stop Editing.

Site Settings

The Site Settings allow you to perform a variety of administrative actions. You must have administratorrights to the Web site to administer any site settings. The following options are available:

· Administer users and permissions, for example add or remove users, edit site groups andchange a user's site group membership.

· Modify the look and feel, for example the title, icon, description, theme.

· Galleries, for example manage Web Parts, libraries, templates.

· Site Administration, for example regional settings, site libraries and lists, site features.



General

Modify the main logo and title

You can change the logo and title that appears on every page associated with the TIBCO Nimbus site.For example, you may want to use a corporate logo.

Method

1. Click , then Site Settings.2. Under Look and Feel click Title, description and icon.3. In the Logo URL and Description section, enter or paste the URL of the image that you

want to display.

For example, http://<server>/Images/Logo.jpg

4. To ensure it works, click Click here to test.5. In the Title and Description section modify the Title text.6. Click OK.

Modify the navigation and page titles

You can modify the navigation titles by editing the particular TIBCO Nimbus Web Server localizationfile. The localization values also dictate the actual page titles.



Method

1. Open the localization text file for the primary language that is specified in the internetoptions.

In Internet Explorer, from the Tools menu choose Internet Options. On theGeneral tab click Languages. The first language in the list relates to thelocalization text file that you must edit. For example, if the first language isEnglish (United States) [en-us] then open LocaleText.en-us.

The default location of the localization files is:

C:\TIBCO Nimbus\Web Server\App\Localisations

2. Edit any of the values, as required. The common navigation link parameters are as follows:

Processes lsProcessesScorecards lsScorecardsStoryboards lsStoryboardsDocuments lsDocumentsActions lsActionsTo-Dos lsToDosStatement Sets lsStatementSetsReports lsReportsMy Searches lsTopicsDiagrams lsDiagramsRoles lsRoles

3. Save the file and restart the Web Server.



Web Parts

What is a Web Part

Web Parts are modular units of information that consist of a title bar, a frame, and content. Web Partsallow you to create personalized user interfaces by simply dragging individual Web Parts onto a Webpage. Each Web Part makes certain content or data available on a page, and may also make itpossible for the user to work with or modify that data through the browser. By using the Web Partslocated on pages in a SharePoint site, users can access data from both inside and outside theirorganizations.

When TIBCO Nimbus is integrated with Windows SharePoint Services, SharePoint administrators candesign the default Home page that users see by adding, renaming and deleting the various Web Parts.

Note: Web Parts can only be added and edited on the Home page.

Add a Web Part

You can add TIBCO Nimbus and non-TIBCO Nimbus Web Parts to the Home page. Note that non-TIBCO Nimbus Web Parts must be imported into the TIBCO Nimbus site's Web Part gallery (see Import a Web Part for more information).

Method

1. Click , then Edit Page.

2. Click Add a Web Part in the column that you want to add the Web Part to.

3. Select the Web Part that you want to add, then click Add.

4. When you have finished editing the site click Stop Editing.

Import a Web Part

All of the standard TIBCO Nimbus Web Parts are available to add to the Home page. However, if youwant to use other Web Parts then you must import them into the site. TIBCO Nimbus Web Parts mustalso be imported if you want to use them in other sites.

Method

1. Under Galleries click Web Parts.

2. Click the Documents tab (under Library Tools).

3. Click Upload Document, then choose either Upload Document or Upload MultipleDocuments to upload a single Web Part or multiple Web Parts.



The remaining instructions will describe how to upload a single Web Part.

4. Click Browse to locate and select the Web Part that you want to upload, then click OK.

Once a Web Part has been uploaded into the site's Web Part gallery it can be added to theHome page. Imported Web Parts will appear under Miscellaneous in the Add Web Parts dialog.

Content Editor Web Part

The Content Editor Web Part is a flexible Web Part that allows you to display text, images, hyperlinksand tables. It also offers a number of formatting options. When you add this Web Part you will havethe choice of either the Rich Text Editor or the Source Editor to define the content.

The default location is:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\FEATURES\BasicWebParts\MSContentEditor.dwp



Image Web Part

The Image Web Part allows you to add an image to a site and includes a number of formattingoptions. The default location is:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\FEATURES\BasicWebParts\MSImage.dwp

TIBCO Nimbus Web Parts

You can use Nimbus Web Parts in other sites by importing them. The default location of Nimbus WebParts is:

C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\FEATURES\NimbusWebParts

Modify a Web Part

All Web Parts share a set of common properties that allow you to modify attributes for theappearance, layout, and other information, including the Web Part title. A Web Part may also havecustom properties that apply only to that Web Part.

Method


2. On the Web Part header that you want to modify, from the drop-down options choose Edit WebPart.



The Web Part settings for the particular Web Part will appear on the right.

3. When you have finished modifying the Web Part click OK (at the bottom of the settings frame),then click Stop Editing when you have finished editing the site.

Favorites Web Part Configuration

The Favorites Web Part allows you to include and exclude certain list items (processes,documents, measures, storyboards, etc).

In the Web Part settings, under Miscellaneous, select or deselect any of the options.

Appearance properties

Title Specifies the title of the Web Part that appears inthe Web Part title bar.

Height Specifies the height of the Web Part.

Width Specifies the width of the Web Part.

Chrome State Specifies whether the entire Web Part appears onthe page when a user opens the Web Part Page. Bydefault, the chrome state is set to Normal and theentire Web Part appears. Only the title bar appearswhen the state is set to Minimized.



Chrome Type Specifies whether the title bar and border of theWeb Part frame are displayed.

Layout properties

Close the WebPart

Specifies whether the Web Part is open or closedon the page. In the browser, a closed Web Partdoes not appear on the page, but it is stored in theClosed Web Parts Gallery, from where you canopen it again.

Hidden Specifies whether the Web Part is visible when auser opens the Web Part Page. If this check box isselected, the Web Part is visible only when you aredesigning the page, and it has (Hidden) added tothe title.

Direction Specifies the direction of the text in the Web Partcontent. For example, Arabic and Hebrew are right-to-left languages; English and most other Europeanlanguages are left-to-right languages.

Advanced properties

Allow Minimize Specifies whether the Web Part can be minimized.

Allow Close Specifies whether the Web Part is open or closedon the page. If this check box is selected, the WebPart is closed. If this check box is cleared, the WebPart is open. In the browser, a closed Web Partdoes not appear on the page, but it is stored in theClosed Web Parts Gallery, from where you canopen it again.

Allow Hide Specifies whether the Web Part can be hidden. Youcan hide a Web Part if you want to use it to providedata to another Web Part through a Web Partconnection but don't want to display the Web Part.

Allow ZoneChange

Specifies whether the Web Part can be moved to adifferent zone.

Allow Connections Specifies whether the Web Part can participate inconnections with other Web Parts.

Allow Editing inPersonal View

Specifies whether the Web Part properties can bemodified in personal view.

Export Mode Specifies the level of data that is allowed to beexported for this Web Part.

Title URL Specifies the URL of a file that contains additionalinformation about the Web Part. The file isdisplayed in a separate browser window when youclick the Web Part title.

Description Specifies the ScreenTip that appears when you restthe mouse pointer on the Web Part title or WebPart icon. Also, the value of this property is used



when you search for Web Parts by using the Searchcommand on the Find Web Parts menu, whichappears when you click the title bar of the WebParts task pane.

Help URL Specifies the location of a file that contains Helpinformation about the Web Part. The Helpinformation is displayed in a separate browserwindow when you click the Help command on theWeb Part menu.

Help Mode Specifies how a browser will display Help contentfor a Web Part.

Catalog Icon ImageURL

Specifies the location of a file that contains animage to be used as the Web Part icon in the WebPart List. The image size must be 16 pixels by 16pixels.

Title Icon ImageURL

Specifies the location of a file that contains animage to be used in the Web Part title bar. Theimage size must be 16 pixels by 16 pixels.

Import ErrorMessage

Specifies a message that appears if there is aproblem importing the Web Part.

Move a Web Part

Web parts can be moved within the same page column or to another column.

Method


2. Click and drag the Web Part header to the location that you want it to appear.






Remove a Web Part

Web parts can be removed from the Home page. When a Web Part is deleted it will only be removedfrom the Nimbus site and it can be added again at a later stage.

Method


2. On the Web Part header that you want to remove click the drop-down arrow, thenDelete.


Images

Create an image library

If you are using many images and there is no current image library, creating a single image store isrecommended. This is achieved by creating a Document Library.

Method

1. Navigate to the main SharePoint site on the server and click , then clickMore Options.

If the Nimbus site is 'http://Server1/sites/TIBCO Nimbus' then the main site is'http://Server1'

2. In the left-hand panel click Library, then select Document Library.3. Enter a name for the library, then click Create.

Note: Click More Options to define additional library options.

To upload an image into the library:

4. Navigate to the image library.

For example, if you called it 'Images' then the URL for the library will be 'http://Server1/Images'

5. Click Add document and then click Browse to locate and select the file, then click OK.

To reference an image in the image library, for instance when replacing the mainlogo, an example URL would be:

http://Server1/Images/Logo.jpg

Hyperlink an image

You can add an image to the site that is hyperlinked to another SharePoint Web page or any otherURL. This is achieved by adding a Content Editor Web Part and using the Source Editor to define it.

Method




2. Click Add a Web Part in the column that you want to add the Web Part to.

3. Select the Content Editor Web Part, then click Add.

This will add the Web Part to the Web page and display the Web Part's settings on the right.

Note: If the Content Editor Web Part is not present then you must import it into the site. SeeImport a Web Part for more information.

4. Click Source Editor on the Content Editor settings (on the right).

5. Enter the following HTML code, then click Save.:

<a href="URL_to_link_to"><img border=0 src="URL_of_image"></a>

For example:

<a href="http://www.tibco.com"><img border=0 src="http://<server>/Images/Logo.jpg"></a>

Themes

Apply a theme

A theme is a unified set of design elements and color schemes that give the pages an attractive,consistent appearance. A theme affects all aspects of the page's appearance, including the following:

Colors. Color schemes set the color of body text, headings, hyperlinks, banner text, link bar labels,table borders, and the page background. Choose between a normal or vivid color set.

Graphics. Images add interest to your page elements and are typically used for backgroundpictures, page banners, bullets, navigation buttons, and horizontal lines. Choose between thenormal or active graphic set. The active graphic set uses animated page elements, such as hoverbuttons for your navigation bar.

Styles. Styles are used to keep your headings and text consistent in font type, size, and color. Eachtheme uses a style that best suits the color and graphics in the page; however, a theme can bemodified to suit your preference.

Themes enable you to manage the appearance of pages in one convenient place. When a theme ischosen as the default appearance for a SharePoint site, that theme applies to all new and existingpages. If the default theme is changed or removed, the changes are automatically applied to theentire site. You can also apply themes to individual pages.

Method

1. Click , then Site Settings.

2. Under Look and Feel click Site theme.

3. Choose a theme and click Apply.

Design a theme

You can customize and design themes using a SharePoint-compatible Web page editor, such asFrontPage 2003 or SharePoint Designer. See the corresponding Help system for the Web page editorthat you are using.

TIBCO Nimbus Support


Contact Details

Our specialized team are on hand to provide assistance with the TIBCO Nimbus product. TIBCOSupport is an online resource where you can log cases directly, 24 hours a day, 7 days a week. Youcan also view updates on current cases and search the TIBCO Nimbus Knowledge Base.

Use the links below to access the relevant service.

Requirement Contact Details

To register for a TIBCO Support account. Request an account for TIBCO Support

To log in to TIBCO Support. support.tibco.com

If your support issue is urgent and you havenot yet registered for an account please email.

[email protected]

For phone numbers and further information onservice level agreements.

TIBCO Support Services

Access the TIBCO Community site. TIBCO Community

https://support.tibco.com/s/contact-support-agent

https://support.tibco.com

mailto:[email protected]

http://www.tibco.co.uk/services/support

https://community.tibco.com/products/tibco-nimbus

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