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SharePoint Customization Guide - TIBCO Software ... SharePoint Customization Guide - SharePoint 2007...

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  • © 2011 Nimbus Partners

    SharePoint Customization Guide

  • SharePoint Customization Guide2

    Table of Contents

    1 Scope 3

    2 Introduction 4

    3 Support 5

    4 What's possible 6

    5 SharePoint 2007 7

    ................................................................................................................................... 7Overview of Editing in SharePoint 2007

    ................................................................................................................................... 8General

    .......................................................................................................................................................... 8Modify the main logo and title

    .......................................................................................................................................................... 8Modify the navigation and page titles

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

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

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

    .......................................................................................................................................................... 13Add a Web Part

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

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

    .......................................................................................................................................................... 16Remove a Web Part

    ................................................................................................................................... 17Images

    .......................................................................................................................................................... 17Create an image library

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

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

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

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

    6 SharePoint 2010 20

    ................................................................................................................................... 20Overview of Editing in SharePoint 2010

    ................................................................................................................................... 21General

    .......................................................................................................................................................... 21Modify the main logo and title

    .......................................................................................................................................................... 21Modify the navigation and page titles

    ................................................................................................................................... 23Web Parts

    .......................................................................................................................................................... 23What is a Web Part

    .......................................................................................................................................................... 23Import a Web Part

    .......................................................................................................................................................... 24Add a Web Part

    .......................................................................................................................................................... 24Modify a Web Part

    .......................................................................................................................................................... 28Move a Web Part

    .......................................................................................................................................................... 29Remove a Web Part

    ................................................................................................................................... 30Images

    .......................................................................................................................................................... 30Create an image library

    .......................................................................................................................................................... 30Hyperlink an image

    ................................................................................................................................... 31Themes

    .......................................................................................................................................................... 31Apply a theme

    .......................................................................................................................................................... 31Design a theme

  • SharePoint Customization Guide - Scope 3

    Support: +44 (0)23 92 410 352, +1-800-706-1196, [email protected]

    Scope

    The scope of this document is to provide information and detailed step-by-step instructions in order to allow site administrators to customize a Nimbus Control SharePoint site. For information and instructions on installing and upgrading a Nimbus Control SharePoint integration please consult the Administration Guide that is shipped with the installation CD.

  • SharePoint Customization Guide - Introduction4

    Support: +44 (0)23 92 410 352, +1-800-706-1196, [email protected]

    Introduction

    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. Nimbus Partners have developed a solution that integrates Nimbus Control Web Server functionality into a SharePoint site, thereby providing users with access to all of the Nimbus Control Web Server functionality through a SharePoint environment.

    Access to Control data through SharePoint is controlled by the same user group privileges as in the Home page view in the classic Web Server, as defined in the Control client. For example, if reports are disabled for a particular user group, the users within that group will be unable to view reports through the SharePoint interface.

    Note: Viewer licenses do not exist in SharePoint.

    A SharePoint site can be customized in many different ways; the table below lists a summary of what's covered in this guide.

    Change \Customization Source of Change Method Section

    Add Images SharePoint Edit Page Add a MSImage.dwp Web Part

    Import a Web Part

    Add Custom Text SharePoint

    Edit Page Add a MSContentEditor.dwp Web Part

    Import a Web Part

    Change Web Part Titles

    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 Settings Modify the main logo

    Change Main Title SharePoint Modify Site Settings Modify the main title

    Change Tab Titles Classic Web Server Modify Locale Files Modify the navigation and page titles

    Change Theme Colors

    SharePoint Apply Theme Apply a theme

    Create and Modify Site Themes

    Front Page 2003, SharePoint Designer

    Create and Modify Themes

    Design a theme

    Use Control Web Parts in Other Pages and Sites

    SharePoint Import and Add Web Part

    Import a Web Part

    Note: With respect to the Source of Change, SharePoint refers to changes made through the SharePoint interface, Classic Web Server refers to changes made to the normal Web Server installation.

  • SharePoint Customization Guide - Support 5

    Support: +44 (0)23 92 410 352, +1-800-706-1196, [email protected]

    Support

    Nimbus Help Desk provides the following support for a Nimbus Control Web Server SharePoint integration:

    Supported

    Installation and deployment of the Nimbus Control SharePoint solution

    Errors in the Nimbus Control Web Parts and sites

    Creating Nimbus Control sites

    Removing Nimbus Control sites

    Updating Nimbus Control sites

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