Welcome to the Delaware Valley SharePoint

User Group Russ Basiura

Principal ConsultantRJB Technical Consulting

www.rjbtech.comruss@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

AGENDA

• Quick Intro• Announcements• FREE Out of the Box Web Parts

– Breadcrumb Navigation– DataView– Chart– [5 minute break]

• SharePoint Custom Web Part Development– Why – Getting Started – The Development Environment– Getting Started – Developing a Basic Web Part using C#– Deployment Options– [5 minute break]

• CorasWorks • Round Table Q & A

Delaware Valley SharePoint User Group

www.DVSUG.org

Introductions DVSUG Sponsor

• RJB Technical Consulting (www.rjbtech.com)– Delaware Valley based Microsoft consulting company– Microsoft Partner– Practice Area focused on Information Worker Technologies– Office “12”, SharePoint v3, Groove Private Beta Partner

Delaware Valley SharePoint User Group

www.DVSUG.org

User Group Goal / Objectives

• Build a local community focused on Microsoft SharePoint Technologies

– Educate user group members about SharePoint Technologies

– Transfer knowledge within the community

– Communicate best practices

– Introduce new products / solutions

Delaware Valley SharePoint User Group

www.DVSUG.org

www.dvsug.org

• Website for user group• SharePoint resource documents• SharePoint resource websites links• RSS Feeds • Meeting Schedule• Past User Group Presentations• Blogs• Live Meetings / Webex• Discussions

Delaware Valley SharePoint User Group

www.DVSUG.org

Upcoming Schedule

• Next Meeting – Febraury 22nd 5:30 PM to 8:30 PM – StayBridge Suites, Malvern, PA– Topic: You tell us – Survey out on

http://www.dvsug.org

• Ongoing Schedule– Last Wednesday of every month– 5:30 PM to 8:30 PM– StayBridge Suites, Malvern, PA

Delaware Valley SharePoint User Group

www.DVSUG.org

SharePoint Advisor Magazine

• “The Advisor Guide to using Microsoft SharePoint technology, Windows SharePoint Services, SharePoint Portal Server, and more, including Microsoft Office System and SharePoint, enterprise integration and administration, and innovative SharePoint-based solutions, with how-to, tips, code, downloads, training, step-by-step, and more...”

• Have contacted editor -- hope to get some free first issues for the Delaware Valley SharePoint User Group

www.sharepointadvisor.com

Delaware Valley SharePoint User Group

www.DVSUG.org

SharePoint Connections Conference

• Technical conference focusing on SharePoint– Tips– Tricks– Code – How To’s

• $1295 Main Event Registration by Feb 16 2006• $1395 Main Event Registration after Feb 16 2006• http://www.devconnections.com/shows/SPDSpring2006/

April 2 - 5, 2006Orlando, Florida

Hyatt Regency Grand Cypress Hotel

Delaware Valley SharePoint User Group

www.DVSUG.org

SharePoint Toolkit

FREE and Out of the box web parts that help make your deployment more successful– Breadcrumb Navigation– Dataview– Chart

Delaware Valley SharePoint User Group

www.DVSUG.org

Adding a breadcrumb web part

• What is a breadcrumb? • Navigation hierarchy

– Ex: Home >> Divisions >> HR • Addresses the “Up To [ABC Site]” issue of

single level• Utilizes a free web part• Can be included in templates• Improves usability and navigation

Delaware Valley SharePoint User Group

www.DVSUG.org

Adding a breadcrumb web part

• Download web part from: http://download.microsoft.com/download/2/6/b/26b3cf90-dd4a-490c-a7dd-4ce6e20137b3/BreadcrumbSiteNavigation.zip

• Install to server• Update web.config • Import DWP file to site or page• Add to web page for navigation

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Adding a Breadcrumb Web Part

Delaware Valley SharePoint User Group

www.DVSUG.org

The DataView Web Part

• Created in FrontPage• Can Consume…

– SharePoint Lists/Libraries– Data in Databases– Web Services– Practically anything that is XML

• Customizable– Layout/Style– Connectable– Conditional Formatting

Delaware Valley SharePoint User Group

www.DVSUG.org

The Data Source Catalog

• Task Pane available when creating a DataView

• Displays…

– Lists/Libraries for the current Site

– Existing Database Connections

– Existing XML Files (current site or manually added)

– Server-side Scripts (parameterized web pages that emit xml)

– Web Services (i.e. SharePoint Web Services)

Delaware Valley SharePoint User Group

www.DVSUG.org

DataView Details Configuration

• Task Pane (Details) available when configuring a DataView

• Allows configuration of…– Styles– Filtering– Sorting and Grouping– Conditional Formatting -- style changes

based on data value(s)• Displays the data available for

consumption• Why??

– Full control over the presentation– Powerful grouping functionality– Seamlessly integrate existing data into

SharePoint

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Data View Web Part

Delaware Valley SharePoint User Group

www.DVSUG.org

Using Chart Web Part

• XML or List based• Supports XPath queries• Highly configurable

– Line– Pie– Bar

• Outputs PNG or VML (no client side requirements)

Delaware Valley SharePoint User Group

www.DVSUG.org

Charting Web Part

• Download web part from: http://www.microsoft.com/sharepoint/downloads/components/detail.asp?a=701

• Install the CAB file into the GAC (stsadm –o addwppack –filename ChartWebPartLibraryCAB.CAB –globalinstall)

• Give SharePoint Application Pool user Write access to C:\Program Files\Common Files\Microsoft Shared\web server extensions\wpresources\ChartWebPartLibrary\1.0.0.0__ec1e93bf640efdaf

• Place Web Part on a Page• Serve with XML or List Data

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Graphing Using Charting Web Part

Delaware Valley SharePoint User Group

www.DVSUG.org

5 minute break

Delaware Valley SharePoint User Group

www.DVSUG.org

Building and Deploying Web Parts using C#

Delaware Valley SharePoint User Group

www.DVSUG.org

Why Create Custom Web Parts?

• Extend the functionality of SharePoint– Leverage the Object Model– e.g. Custom Advanced Search, …

• Integrate Existing Data/Functionality– Other Data sources– Consume Web Services– e.g. Line of Business Data

• Dashboards/Reporting– e.g. Analytics (Charts, Graphs, Gauges)– SQL Reporting Services

Delaware Valley SharePoint User Group

www.DVSUG.org

Getting Started

The SharePoint Developer Environment

Delaware Valley SharePoint User Group

www.DVSUG.org

Basic Development Environment Requirements

• Visual Studio .NET

• Local Version of SharePoint Assemblies– Microsoft.SharePoint.dll

• Required for all Web Parts

– Microsoft.SharePoint.Portal.dll• Required for leveraging Portal-specific

functionality (i.e. Audiences, Portal Searching, User Profiles, etc.)

Delaware Valley SharePoint User Group

www.DVSUG.org

• VS.NET Web Part Project Template (available on MSDN)– Project Template for DWP, Manifest, Basic Web Part

Class, etc.

• Access to a machine running Windows SharePoint Services– Portal is ONLY required for Portal-specific web parts– Tip: Leverage Virtual Server or Virtual PC

• SDK for WSS and Portal for Object Model Documentation

Basic Development Environment Requirements

Delaware Valley SharePoint User Group

www.DVSUG.org

Getting Started

Developing a Basic Web Part

Delaware Valley SharePoint User Group

www.DVSUG.org

The Core

Your Web PartYour Web Part

.NET Assemblyencapsulatingthe server-sidecode and therendering of

the HTML

A DWP file(XML-based) storing

some commonproperty values

and points tothe .NET assembly

to be loaded

Safe Control Settings and

Trust Level in the virtual server’s

Web.config

Delaware Valley SharePoint User Group

www.DVSUG.org

The DWP – Web Part Description File

• <?xml version="1.0" encoding="utf-8"?>• <WebPart xmlns="http://schemas.microsoft.com/WebPart/v2" >• <Title>• My Customers• </Title>• <Description>• Displays a list of customers for the current user.• </Description>• <Assembly>• DVSUG.WebParts• </Assembly>• <TypeName>• DVSUG.WebParts.MyCustomersWebPart• </TypeName>• </WebPart>

Delaware Valley SharePoint User Group

www.DVSUG.org

The Web.config

• <configuration>• …• <SharePoint>• <SafeControls>• <SafeControl • Assembly=“DVSUG.WebParts" • Namespace=“DVSUG.WebParts" • TypeName="*" • Safe="True"/> • </SafeControls>• </SharePoint>• …• </configuration>

Delaware Valley SharePoint User Group

www.DVSUG.org

The Web Part Framework – Web Part Class

• Derive from Microsoft.SharePoint.WebPartPages.WebPart

• ToolboxData• XmlRoot• Your Class

[ToolboxData("<{0}:MyCustomersWebPart runat=server></{0}:MyCustomersWebPart>"),XmlRoot(Namespace=“DVSUG.WebParts")]public class MyCustomersWebPart : Microsoft.SharePoint.WebPartPages.WebPart

Delaware Valley SharePoint User Group

www.DVSUG.org

The Web Part Framework - Properties

• Public “Serializable” properties are visible on the Tool Pane– string, bool, int, float, enum, System.DateTime, string, bool, int, float, enum, System.DateTime,

and System.Drawing.KnownColorand System.Drawing.KnownColor• Decorate Public Properties with Attributes

[Browsable(true),DefaultValue(0),WebPartStorage(Storage.Personal),Description("Determines the maximum number of customer records to return (a 0 implies all customers)."),FriendlyName("Max Customer Records"),Category("Configuration")]public int MaxRecords{

get { return _maxRecords; }set { _maxRecords = value; }

}

Delaware Valley SharePoint User Group

www.DVSUG.org

The Web Part Framework – CreateChildControls

• Override for Composite Controls– Leverage existing ASP.NET server controls

(Calendar, Button, etc.)

• Wire-up Eventsprotected override void CreateChildControls(){

_button = new Button();_button.Text = "Click Me";_button.Click += new EventHandler(button_Click);this.Controls.Add(_button);

}

Delaware Valley SharePoint User Group

www.DVSUG.org

The Web Part Framework – RenderWebPart

• Override to Emit HTML/Render your Control

protected override void RenderWebPart(HtmlTextWriter output){

output.Write(“Please click my button <br />”);

this._button.RenderControl(output);}

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Create a Basic Web Part

Delaware Valley SharePoint User Group

www.DVSUG.org

Web Part Deployment Options

Delaware Valley SharePoint User Group

www.DVSUG.org

Deployment Options

• Manual– Assembly in bin or GAC (must be signed if in

GAC!!!)– web.config SafeControl

• STSADM– Manifest– CAB File – stsadm.exe -o addwppack

• WPPackager– Download from MSDN– MSI File to Install on Web Server

Delaware Valley SharePoint User Group

www.DVSUG.org

Q & A

Delaware Valley SharePoint User Group

www.DVSUG.org

CorasWorks Workplace Suite

Delaware Valley SharePoint User Group

www.DVSUG.org

Round Table Discussion