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Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting www.rjbtech.com [email protected]

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Page 1: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Welcome to the Delaware Valley SharePoint

User Group Russ Basiura

Principal ConsultantRJB Technical Consulting

[email protected]

Page 2: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@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

Page 3: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 4: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 5: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 6: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 7: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 8: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.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

Page 9: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 10: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 11: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 12: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Adding a Breadcrumb Web Part

Page 13: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 14: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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)

Page 15: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 16: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Data View Web Part

Page 17: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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)

Page 18: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 19: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Graphing Using Charting Web Part

Page 20: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

5 minute break

Page 21: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Building and Deploying Web Parts using C#

Page 22: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 23: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Getting Started

The SharePoint Developer Environment

Page 24: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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.)

Page 25: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 26: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Getting Started

Developing a Basic Web Part

Page 27: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 28: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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>

Page 29: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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>

Page 30: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 31: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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; }

}

Page 32: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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);

}

Page 33: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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);}

Page 34: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Demo

Create a Basic Web Part

Page 35: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Web Part Deployment Options

Page 36: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

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

Page 37: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Q & A

Page 38: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

CorasWorks Workplace Suite

Page 39: Welcome to the Delaware Valley SharePoint User Group Russ Basiura Principal Consultant RJB Technical Consulting  russ@rjbtech.com

Delaware Valley SharePoint User Group

www.DVSUG.org

Round Table Discussion