2. OFC308 Windows SharePoint Services (version 3) Development: Using Feature and Solution Definitions for Constructing Custom SharePoint Sites Todd C. Bleeker, PhD. CTOMindsharp

3. Agenda Provisioning Overview Site Definitions Modular Provisioning Solution Deployment V2 Upgrade and Localization Demos

4. What Is Provisioning? Core component of the Microsoft SharePoint platform Users choose site definition Site definition defines your web application Site Definition Web Site Instances Provisioning Team Site, Meetings Workspace, Help Desk Instance of a Team Site with features, lists, web parts, views

5. Site Provisioning Template Picker is now embedded in the Site Creation Page It is now tabbed but still extensible

6. What is a Site Definition? Defines a unique type of SharePoint site Starts with: WEBTEMP.XML Example Configurations: Basic Meeting Workspace Blank Meeting Workspace Decision Meeting Workspace Social Meeting Workspace Located in the 12 Hive:..\12\Template\1033\XML configurations

7. What is a Site Definition? Office.NET (ONET) forms the core definition for a SharePoint site ONET.XML navigation bars list templates document templates configurations features modules Also in the 12 Hive:..\12\Template\SiteTemplates\[templatename]\XML

8. What is a Site Definition? Each list is defined with its own schema SCHEMA.XML content types fields views forms toolbars Also in the 12 Hive:..\12\Template\Features\[featureList]\[listname]

9. Modular Provisioning: Features! Reusable pieces of customization Extend existing sites Easily installed/activated Feature Name ID Description Scope Receiver assembly Activation Dependencies Feature.xml Custom Actions Custom Views Content Type Definitions Layouts Pages Modules (files) List Instances List Templates Event Receivers Delegate Controls Workflow Bindings Elements.xml Element Manifests

10. Feature Scopes Site Settings Links Web Part Definitions Workflow Definitions Site Content Types Layout Files List Instances List Definition List Forms List 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

11. Site Collection Features Farm Features Web Features Team Collaboration Contacts Hidden Features Visible Features Document Libraries Picture Libraries Events Basic ListLinks Announce- ments Tasks Survey Discussion Board WSS Core Links Core Content Types Content Light Up Core Column Templates WSS Out-of-the-Box Features Basic Web Parts

12. Adding Features To Sites (UI) User Interface or Command Line Administrator can “activate” Hidden vs. Visible Features

13. Todd Bleeker UI "Hello World" Feature

14. Adding Features to Sites Activation Dependencies Example: Activate Announcements List when you activate WSS Team Collaboration Feature Site Definition Bindings Example: Activate WSS Team Collaboration Feature when a user creates a new Team Site Add tag in ONET.xml

15. Building a Solution Helpdesk System for managing incoming support calls and dealing with service requests Concepts Global Customers List Service Requests Incoming Call Handling

16. Help Desk Master Page Calls List Company-wide Customer List Service Request List Help Desk SPWeb Feature “Customer” Content Type & Column Templates Company Navigation Structure Activation Dependency HelpDesk Features Custom Validation (Events) Customers SPSite Feature

17. SPWeb Help Desk Lists NavBars.aspx Pages List Instances Features WSS Features Document Library Help Desk Site Provisioning Site Definition List Instances Calls List Customer List Support Articles (based on WSS Document Library Feature) Feature Stapling Customer Feature Calls Feature ServiceRequest Feature SPSite Global Customer List

18. Todd Bleeker Creating Features

19. Provisioning Callouts Some things cannot be defined declaratively Examples: Adding navigation nodes Changing content Master pages For these type of things there are callouts

20. Provisioning Callouts Site Definition Callout Per-Feature Callouts FeatureInstalledFeatureUninstalledFeatureActivated Post sync feature activation event on web FeatureDeactivating Pre sync feature deactivation event on web Also: ExecuteUrl custom web page, NewList, EditList pages for lists

21. Todd Bleeker Provisioning Callouts

22. Extending the User Interface Extensible Toolbars, Menus, Settings Pages Link to pages Can use ASP.NET controls on toolbars Associate by List type Content type File Type

23. Extending the User Interface List Toolbar & Drop-Down Menus Site Settings

24. Extending The User Interface Site Actions Form View Toolbar

25. Todd Bleeker Creating "Hello World" Feature

26. 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

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

28. Solution Deployment UI Solution Information Status Lang pack? Deployed? Scheduled Deployment Solution deployed to the GAC or the bin Warns admin of GAC install Choose particular Web Application

29. Todd Bleeker Solution Deployment

30. Code Access Security Developer specifies deployment location for assemblies in solution package GAC gives assembly full trust Bin is more secure (WSS_Minimal) Solution packages can contain CAS policy Doesn’t require putting assemblies in GAC Admins will know exactly what permissions your assembly needs

31. Deployment Techniques Solutions Small-large projects, internal projects Hybrid approach MSIs that contain solution packages Added and deployed via custom action, or via separate approach EULA install for ISVs Full MSI Call InstallFeatures or ScanForFeatures

32. Localization Feature Localization Any XML file in a feature or site definition can be tokenized Resources for.net assemblies can be selected based on language Each solution can have “language packs” Sets of XML resource files, resource binaries

33. Upgrade V2 site definitions still work in V3 Can’t take advantage of V3 features Master pages, features, etc. “Upgrade Definitions” Convert V2 site definitions to V3 Files and lists mapped to V3 locations New feature listings Re-entrant: you can gradually upgrade sites one at a time

34. Summary Features: Modular provisioning Extensibility through callouts Solutions for deploying across a farm Globalization Support Upgrade from V2

35. Resources Technical Chats and Webcasts http://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp Microsoft Learning and Certification http://www.microsoft.com/learning/default.mspx MSDN & TechNet http://microsoft.com/msdn http://microsoft.com/technet Virtual Labs http://www.microsoft.com/technet/traincert/virtuallab/rms.mspx Newsgroups http://communities2.microsoft.com/ communities/newsgroups/en-us/default.aspx Technical Community Sites http://www.microsoft.com/communities/default.mspx User Groups http://www.microsoft.com/communities/usergroups/default.mspx

36. Office System Hands On Labs OFC00 1 Building InfoPath Forms That Run as Both Rich Client and Browser Applications OFC00 2 Designing Content Driven Web Sites with Office SharePoint Server 2007 OFC00 3 What's New in The 2007 Microsoft Office Clients Feature Walkthrough OFC00 4 What's New in Windows SharePoint Services (version 3): Feature Walkthrough OFC00 5 People and Permissions in Office SharePoint Server 2007 OFC00 6 Introducing Content Types for Windows SharePoint Services (version 3) OFC00 7 Using Microsoft Office Excel 2007 Spreadsheets for Web Service-Based Calculations and Browser Rendering OFC00 8 Connecting Groove Workspaces to Enterprise Systems OFC00 9 Understanding The 2007 Microsoft Office System User Experience and Interface Design OFC01 0 Creating Workflows for Windows SharePoint Services (version 3) OFC011 What's New in Microsoft SharePoint Server 2007: Feature Walkthrough OFC01 2 Understanding the Structure and Solution Capabilities of The Microsoft Office Open XML Formats OFC01 3 Creating Structured Document Templates with Microsoft Office Word 2007

37. The 2007 Microsoft Office System Clients. Servers. Solutions. Install Beta 2 today! It’s in your attendee bag Learn more at the Office System TLC Demo Stations / Hands-on-Labs / Chalk-talks Get more information Get more information http://www.microsoft.com/office/preview/default.mspx http://msdn.microsoft.com/office/ http://www.microsoft.com/office/preview/default.mspx http://msdn.microsoft.com/office/Talk Lab Demo

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39. © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.