Presentation on theme: "A GUIDE TO SHAREPOINT 2007 CUSTOMIZATION OPTIONS Heather Solomon, WSS MVP."— Presentation transcript:
A GUIDE TO SHAREPOINT 2007 CUSTOMIZATION OPTIONS Heather Solomon, WSS MVP
SharePoint Customization Options What is “customization”? Branding, look and feel, images, colors Functionality, features, navigation Lists, libraries, content SharePoint has provided several ways to customize the user interface A method can be selected based on site requirements, target audience, timelines and available resource skill set Options are the mostly the same for MOSS 2007 and WSS v3, implementation of the options differ
SharePoint Customization Options Options can be broken down into one of two categories: Options that create customization Options that package up and deploy customization Ultimately, there is no “right way” to customize a site, there are just different ways to do it.
Master Pages Suggested uses: Change the branding and look and feel of any site Benefits: Easy to create, edit, delete and manage Does not require access to the web server, all changes can be done through the site interface or SharePoint Designer Allows for drastic alterations of the default SharePoint look and feel Drawbacks Requires a web savvy resource to design and create Application of one Master Page will not affect all site pages In summary, Master Pages are a solid and great way to update the look and feel of any SharePoint site
Custom Site Definitions All sites are based off a Site Definition Site Definitions are stored on the web server in the SiteTemplates folder Custom Site Definitions can be created and customized to fit needs. Creating a custom Site Definition is fairly simple: Copy a Site Definition Edit an XML file on the web server Reset IIS Create new site Edits to Site Definitions appear across entire SharePoint farm
Custom Site Definitions Suggested uses: Incorporate a lot of custom functionality Create a “clean slate” definition to start all sites from Create a custom “site template” to be used over and over Benefits Very thorough and complete way to implement customizations Available for site creation from anywhere in the environment Drawbacks Can be labor intensive Once created, a site can’t alter what site definition it is based on Editing Site Definitions after they have been created and used for sites is discouraged In summary, creating a custom Site Definition is a soup to nuts approach for handling site customizations
Custom Site Templates Site Templates tracks navigation, web part, list, library and content changes Creating a Site Template takes a snapshot of the site and stores a copy in the content database Site Templates are used to create new sites Site Templates can be used for creating Role Based Templates Stored in the content database, only exist as a concrete file when saved locally as a STP file
Custom Site Templates Suggested uses: Role Based Templates Quickly duplicate changes made in one site into a new site Benefits Fast to create Can be created by site managers; does not require administrator access Complete management through the user interface Drawbacks Can’t be updated once created Handled individually in the site template gallery In summary, custom Site Templates are a quick and efficient vehicle to spread basic content and list customizations made to a SharePoint site
CSS and XSL SharePoint heavily utilizes styles for content and page element display Styles can be overridden for a low overhead solution for updating the look and feel of a site Styles can be accessed and edited by using SharePoint Designer Styles are stored on both the web server and the content database, in multiple.CSS and.XSL files XSL is used to modify the display of XML data, most notably present in the Content Query Web Part and the Summary Links web part
CSS and XSL Suggested uses: (CSS) Brand a site quickly by changing out default colors for company or project colors (CSS) Use in Master Pages, Site Definitions and Themes for customizations (CSS) Override default SharePoint styles to customize look and feel of select elements (CSS) Create multiple versions of one design scheme (XSL) Use to customize display of Content Query Web Part (CQWP) data Benefits (CSS) Quick way to change out colors and images of the existing layout (CSS) Can specify different CSS files for different sites (XSL) Extensible way to customize content in the CQWP
CSS and XSL Drawbacks (CSS) Limited to working with the existing styles in regards to some of the default SharePoint content (XSL) Requires a resource with XML/XSL skills In summary, nearly any situation or other customization method could and would benefit from customizing the styles. It is a very efficient way to change the SharePoint design from the default look to a branded and custom look.
Themes Custom design that can be saved and applied to WSS sites Consists of design and color changes that are applied to a site after the site is created Affects all existing and new pages in a site Has to be individually applied to every site Themes are stored on the web server and consist of CSS and images Does not store changes to content Create themes in SharePoint Designer
Themes Suggested uses: Brand several sites differently while using one base Quickly update the look and feel of a site Benefits Quick way to create multiple designs based on the same layout Extend customization functionality of Master Pages and Site Definitions Available to any WSS site in the environment Drawbacks Has to be applied to each site individually Doesn’t allow for list, library, web part attribute or content changes Sometimes cumbersome to create In summary, themes are a good way to apply various image and color changes to a single or multiple web sites.
So How Do I Select a Method? What is the product(s) you are using? What is skill sets do you have available? Do you have a budget for design? What do you really need to update? How many sites do you need to customize? Do you need to integrate a lot of custom functionality and code? Does your design change often?
So How Do I Select a Method? What is the product(s) you are using? Themes are WSS only What skill sets do you have available? Do you have a budget for design? Some options require heavy coding and design What do you really need to update? Many options can accomplish what you need without altering site layout How many sites do you need to customize? One site, can do nearly any option; many sites, look at streamlined approaches for ease of maintenance Do you need to integrate a lot of custom functionality and code? Then you may need to look into a custom site definition Does your design change often? If so, select a method that centrally stores design changes
Heather Solomon me@HeatherSolomon.com www.SolomonCreative.com A Guide to SharePoint 2007 Customization Options