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Thinking SharePoint? Think Jornata.




  Driving User Adoption with
Custom Branding Development

Prepared for   SPS Baltimore
Prepared by    James Sturges and Anastasia
                  Czerw
               Jornata
               63 Chatham Street
               Boston, MA
Submitted on   5/15/2012



                                                                          1
About Us
• James Sturges
  – Manager of PMO & Quality at Jornata, focusing
    on custom application design and branding
  – Been with Jornata just over 2 years, worked with
    UI/UX design at “.com” startups before that
  – Based in Boston at Jornata HQ
• Anastasia Czerw
  – Developer at Jornata, client side, server side,
    you name it side
  – Worked with SharePoint for a little over a year
  – Moved to Baltimore in December – not as scary
    as everyone said it would be!


                                                       2
            Thinking SharePoint? Think Jornata.
About Jornata
• Founded in 2006 (~6 years of successful
  projects)
• 20 full-time resources dedicated to SharePoint
  and Office 365 – and we’re hiring!
• Hundreds of SharePoint and Office 365
  projects
• Located in downtown Boston – next to Faneuil
  hall
• Nationally Managed Office 365 Partner
• Gold Competency partner in SharePoint

                                                   3
             Thinking SharePoint? Think Jornata.
Overview
• Planning
• Branding Elements
• Deployment Options
  – Best Practices
  – Farm vs. Sandboxed
• “Auto Branding”
• Demos
• Extras

                                                4
          Thinking SharePoint? Think Jornata.
What is Branding?
• What is branding?
  – Something that distinguishes your site from
    everyone else’s
• What does branding mean to you or your
  organization?
  – Could be as simple as a logo
    or a whole site overthrow




                                                  5
           Thinking SharePoint? Think Jornata.
How can Branding help user adoption?
• SharePoint is very generic
• Connects target prospects emotionally
• Make navigation more instinctual
• Add personalized elements for social
  interaction
• Tie in internal, corporate resources and
  information



                                                 6
           Thinking SharePoint? Think Jornata.
7
Thinking SharePoint? Think Jornata.
Planning
• The first step of branding is planning,
  planning, planning
  – What is your goal?
  – Who is your audience? Think of the user!
  – Involve the business, get the right people on
    board
• What Browsers will you be supporting?
  – Firefox vs. IE vs. Chrome
  – Test early and often… very important!

                                                    8
           Thinking SharePoint? Think Jornata.
Development
• Theming engine
  – MS Theme Builder
  – Using PowerPoint to build themes
• SharePoint Designer 2010
• Custom code/Feature (Visual Studio
  2010)
  – Farm or sandboxed (MS Sandboxed
    Example, video)
  – Feature stapling custom master pages
• Deploying to Style Library vs. Layouts
  – Breaking site definition of files (“unghosting”)
                                                       9
            Thinking SharePoint? Think Jornata.
Tools
• Developer tools for Branding
  – IE “F12” Developer Tools (also in Chrome,
    Safari)
  – Remember to refresh after page load!
  – Browser and document modes
  – Firebug for Firefox
• SharePoint Designer 2010
• Visual Studio CSS syntax plugins
  – Web Essentials
• W3Schools.com
• ColorCalculator
                                                  10
            Thinking SharePoint? Think Jornata.
Elements of Branding
• Master Pages – defines the functionality and
  content areas/layouts on the page
   – Page Layouts
• JavaScript/JQuery
• CSS – “Cascading Style Sheets”; defines visual
  styles
• Images
              Master                        Content   Master Page
 Web           Page                          Page
                                                      Content Page
Request




                                                                     11
             Thinking SharePoint? Think Jornata.
Master Pages
• Never modify system pages directly! Make a
  copy
• Creates a consistent “frame” for your portal
  – Clean v4 – Tom Daly, B&R Solutions; basic
    V4.master with inline documentation and no V3
    content areas
  – Starter Master Pages – Randy Drisgill, SharePoint
    911; inline documentation comments, some issues
    with Treeview
  – Just the Essentials – Heather Solomon
  – Responsive HTML 5 “V5” – Kyle Schaeffer; some
    known issues
• Portal pages use V4, search uses minimal.master
  (convert V4 for Search)
                                                        12
            Thinking SharePoint? Think Jornata.
CSS
• Special Classes
  – noindex: prevent content from being indexed
  – s4-notdlg: hide elements from dialog boxes
  – s4-notsetwidth: stops JavaScript from resizing
    element when using fixed width master pages
  – Note about the s4-workspace: be very careful
    about removing or modifying, may break scrolling
• Heather Solomon CSS chart for SP2010
  – Use dev tools to find classes (refresh after page
    load!)
• Delegate Controls and AdditionalPageHead for
  if no access to Master page (VS User Control)
• Hide SharePoint/ASP controls rather than
  remove                                                13
             Thinking SharePoint? Think Jornata.
Farm Solutions
• “Full trust” solutions, unrestricted access
  to servers
• Code can change data, functionality
• Must be deployed on servers by an
  administrator




                                                 14
           Thinking SharePoint? Think Jornata.
DEMO

DEV TOOLS AND DELEGATE
CONTROL BRANDING
                                             15
       Thinking SharePoint? Think Jornata.
Sandboxed Solutions
• Self contained to a site collection
  (isolated)
• Can be deployed by end users through
  the SharePoint UI
• Created through SP Designer or Visual
  Studio
• Requires Sandboxed Code Service, can
  be controlled by administrators



                                                16
          Thinking SharePoint? Think Jornata.
DEMO

BRANDING WITH SANDBOXED
SOLUTIONS
                                             17
       Thinking SharePoint? Think Jornata.
Feature Based Development
• Why it’s awesome
  – Easily repeatable branding across sites/webs
  – Automatically apply branding with feature
    stapling based on definitions
  – POWERFUL! Change theme, master
    pages, apply CSS, replace images, etc.
• Why it’s a pain
  – Need to know Visual Studio
  – Need to recompile and redeploy to make
    changes (resets IIS, need maintenance
    windows)
                                                   18
           Thinking SharePoint? Think Jornata.
DEMO

BRANDING WITH FARM
SOLUTIONS
                                             19
       Thinking SharePoint? Think Jornata.
Appendix A: What’s New in 2010
• New SharePoint Controls
Control                                                Description
SharePoint:SPShortcutIcon                              Sets the favicon in the top left of the browser URL
                                                       bar
SharePoint:CssRegistration                             Tells SharePoint what to load after Corev4.css
After=“corev4.css”
SharePoint:SPRibbon                                    Adds the Fluent UI (the ribbon) to the page

SharePoint:PopoutMenu                                  Adds the breadcrumb that shows the pop-out
                                                       displaying your current location in the site when
                                                       clicked (hierarchal tree structure)
SharePoint:SPRibbonPeripheralConten                    Adds various items attached to the ribbon
t
SharePoint:PageStateActionButton                       Loads the page edit and save icon button near the
                                                       top left of the page
SharePoint:LanguageSpecificContent                     Displays content specific to the selected language




                                                                                                             20
                 Thinking SharePoint? Think Jornata.
Control                                          Description
SharePoint:DeveloperDashboardLaunch              Launches the developer dashboard (hidden by
er                                               default, but can be activated with STSADM or
                                                 PowerShell)
SharePoint:ClusteredDirectionalSepa              Loads the arrow near the site icon after the page
ratorArrow                                       title
SharePoint:AspMenu                               Renders navigation without tables
UseSimpleRendering=“true”
SharePoint:VisualUpgradePreviewStat              Displays the Visual Upgrade status in the status bar
us
SharePoint:VersionedPlaceholder                  Enables the capability to target page elements to v3
UIVersion=“3”                                    or v4 capabilities
SharePoint:ClusteredSPLinkButton                 How SharePoint makes use of CSS sprites

SharePoint:DeveloperDashboard                    Loads the actual developer dashboard at the bottom
                                                 of the master page; hidden until the launcher is
                                                 clicked
SharePoint:WarnOnUnsupportedBrowser              Displays a warning to users accessing SharePoint
s                                                with unsupported browsers such as IE 6
Wssuc:MUISelector                                Sets the MUI language selected that shows up in
                                                 the welcome menu if language packs are installed
SPSWC:MySiteCssRegistration                      Allows the use of specific CSS



                                                                                                        21
                    Thinking SharePoint? Think Jornata.
Appendix B: Helpful CSS Tricks
• >
  – Example: table.MyCustomTable > tr > td
    {style:value;}
• !important;
  – Add this to overwrite cascading classes,
    example: {font-family: Arial, sans-serif
    !important;}
• Conditional Browser Statements
  – <SharePoint:CssRegistration runat=“server”
    Name=“CustomCSS.css”
    ConditionalExpression=“IE 7.0” />
  – Conditional CSS Statements (MSDN link)
    <!-- [if IE 7]> .class {style:value;} <![endif]-->
• Hide left side “quick launch” navigation links
                                                         22
             Thinking SharePoint? Think Jornata.
Resources
• W3 Documentation:
  http://www.w3.org/Style/CSS/
• W3Schools Documentation:
  http://www.w3schools.com/css/




                                                23
          Thinking SharePoint? Think Jornata.
Questions?
• James Sturges
  – james@jornata.com
  – http://sharepoint.jsturges.com
  – @jcsturges
• Anastasia Czerw
  – anastasia.czerw@jornata.com
  – http://czerwsup.wordpress.com/
• http://www.jornata.com


                                                 24
           Thinking SharePoint? Think Jornata.

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Jornata llc sps baltimore 2012 - share point branding

  • 1. Thinking SharePoint? Think Jornata. Driving User Adoption with Custom Branding Development Prepared for SPS Baltimore Prepared by James Sturges and Anastasia Czerw Jornata 63 Chatham Street Boston, MA Submitted on 5/15/2012 1
  • 2. About Us • James Sturges – Manager of PMO & Quality at Jornata, focusing on custom application design and branding – Been with Jornata just over 2 years, worked with UI/UX design at “.com” startups before that – Based in Boston at Jornata HQ • Anastasia Czerw – Developer at Jornata, client side, server side, you name it side – Worked with SharePoint for a little over a year – Moved to Baltimore in December – not as scary as everyone said it would be! 2 Thinking SharePoint? Think Jornata.
  • 3. About Jornata • Founded in 2006 (~6 years of successful projects) • 20 full-time resources dedicated to SharePoint and Office 365 – and we’re hiring! • Hundreds of SharePoint and Office 365 projects • Located in downtown Boston – next to Faneuil hall • Nationally Managed Office 365 Partner • Gold Competency partner in SharePoint 3 Thinking SharePoint? Think Jornata.
  • 4. Overview • Planning • Branding Elements • Deployment Options – Best Practices – Farm vs. Sandboxed • “Auto Branding” • Demos • Extras 4 Thinking SharePoint? Think Jornata.
  • 5. What is Branding? • What is branding? – Something that distinguishes your site from everyone else’s • What does branding mean to you or your organization? – Could be as simple as a logo or a whole site overthrow 5 Thinking SharePoint? Think Jornata.
  • 6. How can Branding help user adoption? • SharePoint is very generic • Connects target prospects emotionally • Make navigation more instinctual • Add personalized elements for social interaction • Tie in internal, corporate resources and information 6 Thinking SharePoint? Think Jornata.
  • 8. Planning • The first step of branding is planning, planning, planning – What is your goal? – Who is your audience? Think of the user! – Involve the business, get the right people on board • What Browsers will you be supporting? – Firefox vs. IE vs. Chrome – Test early and often… very important! 8 Thinking SharePoint? Think Jornata.
  • 9. Development • Theming engine – MS Theme Builder – Using PowerPoint to build themes • SharePoint Designer 2010 • Custom code/Feature (Visual Studio 2010) – Farm or sandboxed (MS Sandboxed Example, video) – Feature stapling custom master pages • Deploying to Style Library vs. Layouts – Breaking site definition of files (“unghosting”) 9 Thinking SharePoint? Think Jornata.
  • 10. Tools • Developer tools for Branding – IE “F12” Developer Tools (also in Chrome, Safari) – Remember to refresh after page load! – Browser and document modes – Firebug for Firefox • SharePoint Designer 2010 • Visual Studio CSS syntax plugins – Web Essentials • W3Schools.com • ColorCalculator 10 Thinking SharePoint? Think Jornata.
  • 11. Elements of Branding • Master Pages – defines the functionality and content areas/layouts on the page – Page Layouts • JavaScript/JQuery • CSS – “Cascading Style Sheets”; defines visual styles • Images Master Content Master Page Web Page Page Content Page Request 11 Thinking SharePoint? Think Jornata.
  • 12. Master Pages • Never modify system pages directly! Make a copy • Creates a consistent “frame” for your portal – Clean v4 – Tom Daly, B&R Solutions; basic V4.master with inline documentation and no V3 content areas – Starter Master Pages – Randy Drisgill, SharePoint 911; inline documentation comments, some issues with Treeview – Just the Essentials – Heather Solomon – Responsive HTML 5 “V5” – Kyle Schaeffer; some known issues • Portal pages use V4, search uses minimal.master (convert V4 for Search) 12 Thinking SharePoint? Think Jornata.
  • 13. CSS • Special Classes – noindex: prevent content from being indexed – s4-notdlg: hide elements from dialog boxes – s4-notsetwidth: stops JavaScript from resizing element when using fixed width master pages – Note about the s4-workspace: be very careful about removing or modifying, may break scrolling • Heather Solomon CSS chart for SP2010 – Use dev tools to find classes (refresh after page load!) • Delegate Controls and AdditionalPageHead for if no access to Master page (VS User Control) • Hide SharePoint/ASP controls rather than remove 13 Thinking SharePoint? Think Jornata.
  • 14. Farm Solutions • “Full trust” solutions, unrestricted access to servers • Code can change data, functionality • Must be deployed on servers by an administrator 14 Thinking SharePoint? Think Jornata.
  • 15. DEMO DEV TOOLS AND DELEGATE CONTROL BRANDING 15 Thinking SharePoint? Think Jornata.
  • 16. Sandboxed Solutions • Self contained to a site collection (isolated) • Can be deployed by end users through the SharePoint UI • Created through SP Designer or Visual Studio • Requires Sandboxed Code Service, can be controlled by administrators 16 Thinking SharePoint? Think Jornata.
  • 17. DEMO BRANDING WITH SANDBOXED SOLUTIONS 17 Thinking SharePoint? Think Jornata.
  • 18. Feature Based Development • Why it’s awesome – Easily repeatable branding across sites/webs – Automatically apply branding with feature stapling based on definitions – POWERFUL! Change theme, master pages, apply CSS, replace images, etc. • Why it’s a pain – Need to know Visual Studio – Need to recompile and redeploy to make changes (resets IIS, need maintenance windows) 18 Thinking SharePoint? Think Jornata.
  • 19. DEMO BRANDING WITH FARM SOLUTIONS 19 Thinking SharePoint? Think Jornata.
  • 20. Appendix A: What’s New in 2010 • New SharePoint Controls Control Description SharePoint:SPShortcutIcon Sets the favicon in the top left of the browser URL bar SharePoint:CssRegistration Tells SharePoint what to load after Corev4.css After=“corev4.css” SharePoint:SPRibbon Adds the Fluent UI (the ribbon) to the page SharePoint:PopoutMenu Adds the breadcrumb that shows the pop-out displaying your current location in the site when clicked (hierarchal tree structure) SharePoint:SPRibbonPeripheralConten Adds various items attached to the ribbon t SharePoint:PageStateActionButton Loads the page edit and save icon button near the top left of the page SharePoint:LanguageSpecificContent Displays content specific to the selected language 20 Thinking SharePoint? Think Jornata.
  • 21. Control Description SharePoint:DeveloperDashboardLaunch Launches the developer dashboard (hidden by er default, but can be activated with STSADM or PowerShell) SharePoint:ClusteredDirectionalSepa Loads the arrow near the site icon after the page ratorArrow title SharePoint:AspMenu Renders navigation without tables UseSimpleRendering=“true” SharePoint:VisualUpgradePreviewStat Displays the Visual Upgrade status in the status bar us SharePoint:VersionedPlaceholder Enables the capability to target page elements to v3 UIVersion=“3” or v4 capabilities SharePoint:ClusteredSPLinkButton How SharePoint makes use of CSS sprites SharePoint:DeveloperDashboard Loads the actual developer dashboard at the bottom of the master page; hidden until the launcher is clicked SharePoint:WarnOnUnsupportedBrowser Displays a warning to users accessing SharePoint s with unsupported browsers such as IE 6 Wssuc:MUISelector Sets the MUI language selected that shows up in the welcome menu if language packs are installed SPSWC:MySiteCssRegistration Allows the use of specific CSS 21 Thinking SharePoint? Think Jornata.
  • 22. Appendix B: Helpful CSS Tricks • > – Example: table.MyCustomTable > tr > td {style:value;} • !important; – Add this to overwrite cascading classes, example: {font-family: Arial, sans-serif !important;} • Conditional Browser Statements – <SharePoint:CssRegistration runat=“server” Name=“CustomCSS.css” ConditionalExpression=“IE 7.0” /> – Conditional CSS Statements (MSDN link) <!-- [if IE 7]> .class {style:value;} <![endif]--> • Hide left side “quick launch” navigation links 22 Thinking SharePoint? Think Jornata.
  • 23. Resources • W3 Documentation: http://www.w3.org/Style/CSS/ • W3Schools Documentation: http://www.w3schools.com/css/ 23 Thinking SharePoint? Think Jornata.
  • 24. Questions? • James Sturges – james@jornata.com – http://sharepoint.jsturges.com – @jcsturges • Anastasia Czerw – anastasia.czerw@jornata.com – http://czerwsup.wordpress.com/ • http://www.jornata.com 24 Thinking SharePoint? Think Jornata.

Notes de l'éditeur

  1. Show delegate control CSS with additional page head only, show synchronous application of feature
  2. Show MS Sandboxed solution
  3. Show global nav, master pages applied, CSS, images