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SharePoint 2013 Branding Tools and Strategies

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Eric Overfield
Eric Overfield

This document provides an introduction to branding in SharePoint 2013. It discusses the benefits of branding such as improving the user experience. It outlines the branding tools available in SharePoint 2013 including composed looks, master pages, page layouts, display templates, and device channels. It recommends choosing the right branding strategy based on factors like budget, requirements, and available talent. The presentation encourages attendees to start with a solid information architecture foundation and then select the appropriate level of customization for their needs and abilities.

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Your SharePoint 2013 Branding Initiation http://pxml.ly/EO-SP2013-BrandingIntro Eric Overfield SharePoint Advocate and Enthusiast PixelMill
Introduction – Eric Overfield  Founder and SharePoint Branding/UI Lead, PixelMill  Speaker, Teacher, Advocate  Author, SharePoint Community Organizer  Located in Davis, CA Co-author: “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013) Order Your Copy http://pxml.ly/zsqykd ericoverfield.com @EricOverfield Co-author: “Black Magic Solutions for White Hat SharePoint” (August, 2013)
Agenda  Why Brand SharePoint  Branding Tools in SharePoint 2013  Choosing the Right Strategy @EricOverfield - pixelmill.com
Why Brand SharePoint? @EricOverfield - pixelmill.com
The Benefits of Branding  Improve SharePoint User eXperience (UX)  Enhance user adoption @EricOverfield - pixelmill.com  Further your organization brand  Provide a cohesive strategy  In other words, make it not look like SharePoint
@EricOverfield - pixelmill.com Publishing Sites
@EricOverfield - pixelmill.com Non-publishing Sites
@EricOverfield - pixelmill.com What is Possible
@EricOverfield - pixelmill.com
@EricOverfield - pixelmill.com
SharePoint 2013 Branding Tools @EricOverfield - pixelmill.com
No-Code / Minimal Code Solutions  Composed Looks  Replaces SharePoint 2010 themes  Use SharePoint Color Palette Tool to generate custom looks  Use OOTB Composed Looks or create your own @EricOverfield - pixelmill.com  Logo replacement  Custom CSS  Use browser developer toolbar for inspection
No-code Demo @EricOverfield - pixelmill.com
What to do When You Need More  Customize Master Pages and Page Layouts @EricOverfield - pixelmill.com  Custom CSS and JavaScript  Display Templates  Device Channels
Master Pages  Provides main HTML wrapper used by all pages  Defines HTML <html />, <head /> and <body /> tags  Loads resources such as JS and CSS files  Defines page flow and shared page components  Header, footer, logo, navigation, suite bar / ribbon, etc.  Uses ContentPlaceHolders for replaceable areas  OOTB, no longer uses tables for layout! @EricOverfield - pixelmill.com
@EricOverfield - pixelmill.com Suite Bar Ribbon Header Current Nav Master Page Components Page Wrapper
Page Layouts  Defines content layout for a given page  Contains “Content” blocks that link to Master Page  May surface Content Type columns @EricOverfield - pixelmill.com  Associated with a Content Type  Specific to Publishing sites  Very powerful
Content Place Holder @EricOverfield - pixelmill.com Page Layout Components Site Columns Snippets
The New SharePoint Branding Tool Design Manager SharePoint Designer not required @EricOverfield - pixelmill.com
Design Manager Overview  New to SharePoint 2013 @EricOverfield - pixelmill.com  Requires Publishing Infrastructure  Import a HTML prototype directly into SharePoint  SharePoint handles conversion  Interface for custom Master Pages and Page Layouts  Also includes Display Templates and Device Channels  No longer limited by SharePoint Designer
HTML Master Pages  Convert a HTML prototype directly into SharePoint @EricOverfield - pixelmill.com  Some assembly required
HTML Page Layouts @EricOverfield - pixelmill.com  Must derive from a Master Page  Many out of the box layouts  Also uses Snippets and Snippet Manager  Only edit what is in “Content” blocks
Design Manager Demo @EricOverfield - pixelmill.com
Display Templates Dump the XSLT Custom Search and Results @EricOverfield - pixelmill.com
Display Templates  The center of displaying SharePoint 2013 Search  Replaces XSLT with HTML and JavaScript! @EricOverfield - pixelmill.com  Control Templates  Item Templates
@EricOverfield - pixelmill.com
@EricOverfield - pixelmill.com
Display Templates Demo @EricOverfield - pixelmill.com Thanks to TouchTouch http://tutorialzine.com/2012/04/mobile-touch-gallery/
Device Channels  New to SharePoint 2013  Interfaces tailored and maps to specific device(s)  Custom Master Pages per Channel  Custom DeviceChannelPanels  Replaced by Responsive Web Design @EricOverfield - pixelmill.com
Device Channels – An Example @EricOverfield - pixelmill.com
Choose the Right Strategy @EricOverfield - pixelmill.com
What is Best for You?  Build a solid foundation first  Line up project sponsors  Secure resources, talent and budget  Get the content right before branding  Sitemaps, IA, wireframes, mockups @EricOverfield - pixelmill.com
What is Best for You?  Effort based on budget, requirements and talent  Composed looks are quick and easy  Custom Master Pages / Page Layouts require developers  Developer skillset dependent on branding requirements  Is mobile important? If so find experts in HTML, CSS, JS @EricOverfield - pixelmill.com
What About SharePoint Online?  Public Facing SPO site contains Design Manager  Few limitations in branding  Limited by backend customization  You can still import prototypes and use Snippet Gallery  Private sites can be fully customized @EricOverfield - pixelmill.com
Resources SharePoint 2013 Design Manager branding and design capabilities @EricOverfield - pixelmill.com Responsive Frameworks for SharePoint 2010 and 2013 http://responsivesharepoint.codeplex.com SP Blueprint for SharePoint 2013 http://pxml.ly/1ql6Dqa Starter on learning SharePoint Branding http://pxml.ly/1CHNXKc http://pxml.ly/1vBC3PD Master pages, the Master Page Gallery, and page layouts in SharePoint 2013 http://pxml.ly/1rBdcLJ Public Website help for Office 365 http://pxml.ly/1uhffnU SharePoint 2013 Starter Master Pages http://pxml.ly/1uFeG8Z Theming and Composed Looks Demo from SPC 2014 http://pxml.ly/2BTVW42 SharePoint Color Palette Tool http://pxml.ly/RGZND8
Your SharePoint 2013 Branding Initiation Eric Overfield @EricOverfield ericoverfield.com http://pxml.ly/EO-SP2013-BrandingIntro “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013) Order Your Copy http://pxml.ly/zsqykd Thank You

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SharePoint 2013 Branding Tools and Strategies

  • 1. Your SharePoint 2013 Branding Initiation http://pxml.ly/EO-SP2013-BrandingIntro Eric Overfield SharePoint Advocate and Enthusiast PixelMill
  • 2. Introduction – Eric Overfield  Founder and SharePoint Branding/UI Lead, PixelMill  Speaker, Teacher, Advocate  Author, SharePoint Community Organizer  Located in Davis, CA Co-author: “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013) Order Your Copy http://pxml.ly/zsqykd ericoverfield.com @EricOverfield Co-author: “Black Magic Solutions for White Hat SharePoint” (August, 2013)
  • 3. Agenda  Why Brand SharePoint  Branding Tools in SharePoint 2013  Choosing the Right Strategy @EricOverfield - pixelmill.com
  • 4. Why Brand SharePoint? @EricOverfield - pixelmill.com
  • 5. The Benefits of Branding  Improve SharePoint User eXperience (UX)  Enhance user adoption @EricOverfield - pixelmill.com  Further your organization brand  Provide a cohesive strategy  In other words, make it not look like SharePoint
  • 7. @EricOverfield - pixelmill.com Non-publishing Sites
  • 11. SharePoint 2013 Branding Tools @EricOverfield - pixelmill.com
  • 12. No-Code / Minimal Code Solutions  Composed Looks  Replaces SharePoint 2010 themes  Use SharePoint Color Palette Tool to generate custom looks  Use OOTB Composed Looks or create your own @EricOverfield - pixelmill.com  Logo replacement  Custom CSS  Use browser developer toolbar for inspection
  • 13. No-code Demo @EricOverfield - pixelmill.com
  • 14. What to do When You Need More  Customize Master Pages and Page Layouts @EricOverfield - pixelmill.com  Custom CSS and JavaScript  Display Templates  Device Channels
  • 15. Master Pages  Provides main HTML wrapper used by all pages  Defines HTML <html />, <head /> and <body /> tags  Loads resources such as JS and CSS files  Defines page flow and shared page components  Header, footer, logo, navigation, suite bar / ribbon, etc.  Uses ContentPlaceHolders for replaceable areas  OOTB, no longer uses tables for layout! @EricOverfield - pixelmill.com
  • 16. @EricOverfield - pixelmill.com Suite Bar Ribbon Header Current Nav Master Page Components Page Wrapper
  • 17. Page Layouts  Defines content layout for a given page  Contains “Content” blocks that link to Master Page  May surface Content Type columns @EricOverfield - pixelmill.com  Associated with a Content Type  Specific to Publishing sites  Very powerful
  • 18. Content Place Holder @EricOverfield - pixelmill.com Page Layout Components Site Columns Snippets
  • 19. The New SharePoint Branding Tool Design Manager SharePoint Designer not required @EricOverfield - pixelmill.com
  • 20. Design Manager Overview  New to SharePoint 2013 @EricOverfield - pixelmill.com  Requires Publishing Infrastructure  Import a HTML prototype directly into SharePoint  SharePoint handles conversion  Interface for custom Master Pages and Page Layouts  Also includes Display Templates and Device Channels  No longer limited by SharePoint Designer
  • 21. HTML Master Pages  Convert a HTML prototype directly into SharePoint @EricOverfield - pixelmill.com  Some assembly required
  • 22. HTML Page Layouts @EricOverfield - pixelmill.com  Must derive from a Master Page  Many out of the box layouts  Also uses Snippets and Snippet Manager  Only edit what is in “Content” blocks
  • 23. Design Manager Demo @EricOverfield - pixelmill.com
  • 24. Display Templates Dump the XSLT Custom Search and Results @EricOverfield - pixelmill.com
  • 25. Display Templates  The center of displaying SharePoint 2013 Search  Replaces XSLT with HTML and JavaScript! @EricOverfield - pixelmill.com  Control Templates  Item Templates
  • 28. Display Templates Demo @EricOverfield - pixelmill.com Thanks to TouchTouch http://tutorialzine.com/2012/04/mobile-touch-gallery/
  • 29. Device Channels  New to SharePoint 2013  Interfaces tailored and maps to specific device(s)  Custom Master Pages per Channel  Custom DeviceChannelPanels  Replaced by Responsive Web Design @EricOverfield - pixelmill.com
  • 30. Device Channels – An Example @EricOverfield - pixelmill.com
  • 31. Choose the Right Strategy @EricOverfield - pixelmill.com
  • 32. What is Best for You?  Build a solid foundation first  Line up project sponsors  Secure resources, talent and budget  Get the content right before branding  Sitemaps, IA, wireframes, mockups @EricOverfield - pixelmill.com
  • 33. What is Best for You?  Effort based on budget, requirements and talent  Composed looks are quick and easy  Custom Master Pages / Page Layouts require developers  Developer skillset dependent on branding requirements  Is mobile important? If so find experts in HTML, CSS, JS @EricOverfield - pixelmill.com
  • 34. What About SharePoint Online?  Public Facing SPO site contains Design Manager  Few limitations in branding  Limited by backend customization  You can still import prototypes and use Snippet Gallery  Private sites can be fully customized @EricOverfield - pixelmill.com
  • 35. Resources SharePoint 2013 Design Manager branding and design capabilities @EricOverfield - pixelmill.com Responsive Frameworks for SharePoint 2010 and 2013 http://responsivesharepoint.codeplex.com SP Blueprint for SharePoint 2013 http://pxml.ly/1ql6Dqa Starter on learning SharePoint Branding http://pxml.ly/1CHNXKc http://pxml.ly/1vBC3PD Master pages, the Master Page Gallery, and page layouts in SharePoint 2013 http://pxml.ly/1rBdcLJ Public Website help for Office 365 http://pxml.ly/1uhffnU SharePoint 2013 Starter Master Pages http://pxml.ly/1uFeG8Z Theming and Composed Looks Demo from SPC 2014 http://pxml.ly/2BTVW42 SharePoint Color Palette Tool http://pxml.ly/RGZND8
  • 36. Your SharePoint 2013 Branding Initiation Eric Overfield @EricOverfield ericoverfield.com http://pxml.ly/EO-SP2013-BrandingIntro “Pro SharePoint 2013 Branding and Responsive Web Development” (Apress – June 12th, 2013) Order Your Copy http://pxml.ly/zsqykd Thank You

Editor's Notes

  1. Slides will be available from blog and twitter Look at branding tools available to us in SharePoint 2013
  2. Will make available on blog and twitter (slideshare.net), so if you remember one of those then you can always review everything we discuss
  3. http://www.calguard.ca.gov/
  4. http://www.efaststop.com
  5. http://sp2013demo/sites/demo-specter/
  6. Logo replacement Alternative CSS with look at finding classes Composed looks with BG image and linking to Oslo
  7. Web Distributed Authoring and Versioning
  8. Convert prototype
  9. Web Distributed Authoring and Versioning
  10. Screenshot from http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=1041
  11. Screenshot from http://msdn.microsoft.com/en-us/library/jj945138.aspx
  12. Device Channels work only with Publishing Sites 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?
  13. Device Channels work only with Publishing Sites 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?
  14. 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