2. Windows SharePoint Services Development Part 1: Paul Appleby Application Architect Microsoft Limited

3. Building A Solution Helpdesk Help Desk System for managing incoming support calls and dealing with service requests Concepts Central Customers Service Requests Incoming Call Handling Knowledge Base Remote Client

4. Agenda Creating & Provisioning the Help Desk (HD) Using the Object Model to access HD data Using Web Services to access HD data Adding validation behaviour using events Improving the Knowledge Base with Content Types Solution Deployment

5. SPSite SPWebApplication SPFarm SPWeb (Root) (SPFolder) SPWeb (SPFolder) Site Model Containers for your application Administration Farm Web Application Content Site Collections (SPSite) Sites (SPWeb) Template Driven

6. http://contoso http://contoso – Intranet Portal SPWeb SPSite http://contoso/DocumentCenter – Document Repository SPWeb http://contoso/Reports – Report Center SPWeb http://contoso/HR – Team Site SPWeb http://contoso/blog – Blog SPWeb http://contoso/HR/Benefits – Team Site SPWeb http://contoso/HR/Benefits/Comp – Team Site SPWeb http://contoso/HR/Benefits/Comp/status/ – Meetings Workspace SPWeb A Sample Hierarchy http://contoso/mysiteSPSite

7. SPSite SPWeb (Root) SPList (Catalog) SPListItem SPWeb SPList SPListItem SPFolder SPFile (plus other lists and libraries) SPFile SPFolder List and Libraries Infrastructure Lists and Libraries Catalogs (lists on root web which store resources) What’s New? Two-Stage Recycle Bin Folders in Lists Append-Only Fields Multi-Valued Lookups Custom Field Types

8. http://contoso SPSite SPWeb http://contoso/blog - Blog Posts SPList http://contoso/blog/Lists/Posts SPListItem Post 1 Comments SPList http://contoso/blog/Lists/Comments SPListItem Comment 1 SPList http://contoso/blog/Lists/Categories SPListItem Category 1 http://contoso/blog/Photos SPListItem/SPFile Myvacation.png Categories Photos SPList Lists And Libraries Example

9. What Is Provisioning? Core component of the SharePoint platform Users choose site definition Site definition defines your web application Site Definition Web Site Instances Provisioning Eg. Team Site, Meetings Workspace, Help Desk Eg. http://server/DevCon/ Instance of a Team Collab site with features, lists, web parts, views provisioned

10. What is a Site Definition? Defines a unique type of SharePoint site views forms fields editform.aspx allitems.aspx SCHEMA.XML (per list) navigation bars modules list instances standard views default.aspx feature references ONET.XML configurations WEBTEMP.XML Example Configurations: Basic Meeting Workspace Blank Meeting Workspace Decision Meeting Workspace Social Meeting Workspace Located: 12\Template\1033\XML Located: 12\Template\SiteTemplates\ HelpDesk\XML Located: 12\Template\Features\ AnnouncementsList\Announce 12\Template\Features\ HelpDeskList\HelpDesk views forms fields editform.aspx allitems.aspx views forms fields editform.aspx allitems.aspx views forms fields editform.aspx allitems.aspx views forms fields editform.aspx allitems.aspx

11. Modular Provisioning: Features! Reusable pieces of customization Extend existing sites Easy to activate/deactivate Feature Name IDDescription Scope Receiver assembly Activation Dependencies Element Manifests Feature.xml Elements.xml Custom Actions Custom Views Content Type Definitions Layouts Pages Modules (files) List Instances List Templates Event Receivers Delegate Controls Workflow Bindings

12. Feature Scopes Site Settings Links Site Web Part Definitions Workflow Definitions Site Content Types Layout Files List Instances List Definition + Forms + Views List Instances List Item Events Item Custom Actions Web Admin Custom Actions Layout Files Farm Elements Web Application Elements Site Collection Elements Web Elements Item Custom Actions Site Settings Links Admin Custom Actions

13. Site Collection Features Farm Features Web Features Team Collaboration Contacts Hidden FeatureVisible Feature Document Libraries Picture Libraries Events Basic ListLinks Announce- ments Tasks Surveys Discussion Boards WSS Core Links Core Content Types Content Lightup Core Column Templates WSS Out Of The Box Features Basic Web Parts

14. Help Desk Master Page Calls List Company-wide Customer List Service Request List Help Desk SPWeb Feature “Customer” Content Type & Column Templates HelpDesk Features Customers SPSite Feature

15. Provisioning Callouts Site Definition Callout Per-Feature Callouts FeatureInstalled FeatureUninstalled FeatureActivated Post sync feature activation event on web FeatureDeactivating Pre sync feature deactivation event on web

16. Creating & Provisioning the Help Desk

17. SPSite SPWeb (Root) SPList (Catalog) SPListItem SPWeb SPList SPListItem SPFolder SPFile (plus other lists and libraries) SPFile SPFolder Store Object Model Work with your Data in SharePoint Server-side Object Model What’s New? Property Bags Impersonation & Elevation SystemUpdates SPContext Use this in web pages! SPUtility Extensible Admin Objects

18. Using the Object Model to access HD data

19. SPSite SPWeb (Root) SPList (Catalog) SPListItem SPWeb SPList SPListItem SPFolder SPFile (plus other lists and libraries) SPFile SPFolder Store Web Services sitedata.asmx, webs.asmx lists.asmx Get site, web, list metadata usergroup.asmx User and Group Management List schema management, list data retrieve/update webpartpages.asmx Web part pages and web part management forms.asmx, views.asmx Form and view management

20. Using Web Services to access HD data

21. Events Control Built-In SharePoint Behaviors and Integrate with WSS Post-async Events for libraries What’s New? Events on lists and libraries Pre-synchronous with cancellation and filtering Multiple event receivers Event Receivers per-list Item Bind Events at Web or Item Level List schema events Web deletion events

22. Adding validation behaviour using events

23. Event Caveats Events are not guaranteed Pre-sync events don’t have the binary stream Documents and promotion/demotion Windows Client Handling

24. Content Type Overview Content Types are a way to manage the metadata and behaviors of a document\item type in a centralized, reusable way

25. Examples OOTB Metadata and Behaviors Name and Description Document Template Columns (metadata) Workflow Policy Forms for editing, viewing and displaying Events Document Types Expense Report Specification Announcement Customer Record Test Plan

26. Management And Re-Use Site Content Types created on the site Can be re-used in multiple lists Visible in this site and all child sites Updates to the site content type can be automatically pushed to lists More than one content type allowed per list

27. Metadata In Office New property UI (Document Information Panel) Customized using InfoPath Properties easily bound into document (Word) Properties visible/editable offline

28. Improving the Knowledge Base with Content Types

29. Solution Deployment Developer packages a custom web application into a solution Admin deploys to all web front end servers Solutions can contain: Feature definitions Site definitions Template Pages & Resources Resources Global, Bin assemblies

30. Solution Deployment HelpDesk.wsp (WSS Solution Cab) Feature Manifests WSS Config DB Web Front EndServers UI, Command Line, OM “deploy” command add delete deploy retract Template Files Assemblies

31. Solution Deployment

32. Summary Features Site Templates Server object model Web Services Add behaviour using events Deployment using solutions

33. Resources SDK Screencasts Blogs Newsgroups http://msdn.microsoft.com/sharepoint/

35. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.