1. SharePoint 2013
Intro to Branding and Design Manager
April Dunnam
Lead SharePoint Consultant/Developer
2. Introductions
April started her career as an IT Intern at Cherokee Casino. It
was there she found her niche and a passion for design &
development and began to focus her efforts on asp.net
development, c# and SharePoint.
She went on to complete dual degrees in MIS and Marketing
from Northeastern State University and got a job at a
telecommunications firm where she worked her way up to
SharePoint Developer. Several years later, April was invited to
join the ThriveFast team as senior consultant.
April is dedicated to continual self-improvement. She is constantly
reading up on the latest technologies & career publications and
routinely participating in professional conferences including Tech
Fest & SharePoint Saturdays.
Leadership: Vice President of the Tulsa SharePoint Interest
Group.
@AprilDunnam
SharePointSiren.com
april.dunnam@thrivefast.com
3. Agenda
Theming
Page Layouts
Color Palette Tool
Display Templates
Design Manager
Device Channels
Accessing Design Manager
Design Packages
Import a Site Design
Publish and Apply
5. What’s New With Theming
• No More PowerPoint Themes
• HTML Based Theming Engine
• Supports HTML5 and CSS3 Standards
• Site Settings Change The Look
6. Theming Options
• Use can use an out-of-the-box them OR
• Create your own with Composed Looks
• Provide Easy Way to Apply Light Branding
• Site Settings Composed Looks
7. Composed Looks
• New to SharePoint 2013
• Components:
• Image URL – Background Image Link
• Font Scheme URL - Defines font styles for your theme
• Theme URL – Building Block – Defines all colors
• Master Page URL – Use out-of-the-box or custom
master
8. So How Do I Create A Composed Look?
• Super Easy thanks to the Color Palette Tool
• Free! Brought to you by Microsoft
• Download Here: http://www.microsoft.com/enus/download/details.aspx?id=38182
• GUI Interface to Create SPColor File (Theme URL)
• Live Preview of Changes
• Save SPColor File and Upload to Theme Gallery
• Site Settings Theme Gallery
11. Design Manager
• New to SharePoint 2013
• Theming is great but can only get you so far
• Use Design Manager if you want to make SharePoint look
less like SharePoint
• Custom Master Page
• Page Layouts
• Custom CSS
• Javascript
12. Design Manager
• Create complete custom branding through the UI
• Bye Bye SharePoint Designer!
• Design View is no more
• Opens Doors to Designers
• Web Designer Creates HTML/CSS
• You import into SharePoint and Convert to SharePoint
Elements
13. Design Manager Caveats
• Publishing Infrastructure is Required!
• Must treat Branding Assets as Local Files
• Use WebDAV
• Open in Explorer or Map to Network Drive
• Must have Full Control or Designer Permissions
16. Design Manager Step 1
• First Step is to Import your HTML Master Page File
• HTML Master Page should be the Skin Only
• Should Include:
• Suite Bar / Welcome Styling
• Top Navigation Styling
• Left Navigation Styling
• Footer Styling
• Page Layouts will be imported later
17. HTML Master Page Gotchya’s
• HTML Prototype MUST be XML Compliant!!
• Use online XML Validator to validate
• http://validator.w3.org/
19. HTML Master Page
• Some Assembly is Required!
• Add SharePoint Functionality with
Snippet Manager
• Top Navigation Control
• Quick Launch Control
• Footer Control
• Search Control
20.
21. HTML Master Page Formatting Tips
• Plan your Prototype with Design Manager in Mind
• Have containers for each SharePoint Element
• Navigation
• Search
• Site Logo
• Site Title
• Put comments and have container names match
SharePoint element names
22.
23. HTML Master Page Formatting Tips Cont’d
• And Last But Not Least……
• DO NOT Touch the .Master!!
• SharePoint creates .master file when HTML file is
converted
• Make any changes to your HTML file NOT your .Master
file
• Changes made to HTML files are synced to the .Master
26. Page Layouts
• Controls Layout of Main Content
• Many out-of-the-box Layouts
• Assembly Required: Uses Snippets and Snippet Manager
• Associated with a Master Page
• Don’t touch the .aspx file!
• Make any changes to your html file
• Make sure you have containers for web part zones in your
page layout
28. Display Templates
• The center of displaying SharePoint 2013 Search
• Replaces XSLT
• Control Templates
• Item Templates
• Don’t touch the javascript!
32. Device Channels
• Interfaces tailored and mapped to specific device(s)
• Based on User Agent
• 10 Device Channels per Site Collection
33. Screen shot of creating a device channel
and maping to a master page
34. Screen shot of creating a device channel
and maping to a master page
35. Design Packages
• Design Manager will Package your Custom Branding
• Re-Deployable to another Web App or even another Farm
• Creates a WSP
• To Import your Design Package:
• Site Settings Design Manager Import a Design
Package
37. Publish and Apply Design
• Design Manager will Import and Apply your Design Files
• Must Publish and Approve Design Files after added
• Use Design Manager or Master Page Gallery to do this
Slides will be available from blog and twitterIn-depth look a SharePoint 2013 Theming and Design ManagerMeat will be in the demos
Will make available on blog and twitter (slideshare.net), so if you remember one of those then you can always review everything we discuss
Previous SharePoint Versions had Out of the box Themes and used PowerPoint for Custom ThemesTheming Engine has been overhauled to an HTML Based EngineThere are about 19 Out of the box ThemesTheming is good if you need light customization --- Want to apply your company logo and have SharePoint match your company colors, maybe a custom background
Customize background colors for Suite Bar, Quick Launch, Navigation, Web Part Titles, etc
SharePoint Themes are created using Composed LooksCustomize background colors for Suite Bar, Quick Launch, Navigation, Web Part Titles, etc.
Customize background colors for Suite Bar, Quick Launch, Navigation, Web Part Titles, etc
Show Out Of The Box Themes in Site Settings Change The LookShow customizations to out of the box themesShow Composed Looks in Site Settings Change The Look
Design Manager overhauls how we brand SharePoint. SharePoint Designer is no longer a viable option for creating master pages, page layouts because they removed the design view. This allows non-SharePoint focused web designers to provide you with an HTML/CSS layout that you can upload.
Very important to note that when using Design Manager you must treat the Branding Assets as Local Files. If you try to make changes on your desktop and re-upload them to the Master Page Gallery, your changes will not be updated.
Make sure you enable these features to use Design Manager
Access Design ManagerOpen In Explorer View
The first step is to get your HTML Master Page Uploaded and Converted to a SharePoint Master using Design ManagerSometimes a Master Page is all that is needed and you can use out of the box Page Layouts
You will run into all sorts of errors if you HTML is not XML Compliant. Save many headaches and run all HTML through an XML Validator before importing. There are several online validators. I like this one the best.
Design Manager is like Ikea furniture. You have all of the pieces but you have to put them together.
This shows the Snippet Manager for SharePoint 2013.You have your Snippet Controls at the TopYou see a Preview of the Snippet Below and can apply properties to your snippetThe HTML is on the bottom right, this is what you will insert into your HTML File
Your life will be much easier if you or your Web Designer creates the HTML with Design Manager in Mind.Clearly mark containers with comments and names that match the SharePoint ElementsExample: <Div ID=“Search”>
This is an example of a well formatted HTML Master Page. The divs are clearly marked with comments to show what SharePoint Snippets are intended to be input into them.
Very Important to not make changes to the Master Page when using Design Manager. The .Master is dependent on the HTML file. Any changes should be made in the HTML file and those changes are reflected in the .Master.
Review a prototypeLook for snippet commentsImportAdd logo snippetMove main placeholder
A Page Layout HTML should have the containers for your webpart zones. Just like with the Master Page, make any changes to your HTML not the ASPX. You will need to input snippets for your web part zones
Create a page layoutMove to a new directoryMove layout from Master PageReplace area with a WPZ snippet
You can customize display templates with Design Manager.
Screenshot from http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1041
Screenshot from http://msdn.microsoft.com/en-us/library/jj945138.aspx
Show search results pageThen find display templatesCreate new control templateEdit control templateMight be too much
Allow for one interface for all desktops and another for most tablets let's say.Only 10 device channels per site collection, but do you really want to maintain 10 MP’s?
Screen Shot of the Device Channel Page
You don’t have to create a feature in visual studio to deploy your Design Packages….Design Manager will do this for you.It packages everything into a WSP just like Visual Studio would which you can import anywhere.
Quickly create a design package
When you import a design it doesn’t publish and approve your design files. Although it automatically applies them, only you will be able to see them until you publish and apply.
Quickly show how to Publish a Major Version and Approve your Branding Files you imported
Thank You!Don’t forget to check out my blog where you can download this presentation or the recording.Easiest way to get to the material I referenced