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Meeting # 90 Welcome to the Minnesota SharePoint User Group http://www.sharepointmn.com May 9 th, 2012 Mirror, Mirror on the Wall Its all about SharePoint Web Parts Beth Beck & Donald Donais

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Meeting # 90 Agenda Introductions Lets Start from the Beginning Using Web Parts to Support Best Practices Break Cool & Advanced Web Parts and Properties Surveys and Giveaways o Reminder - Online Participants take Survey to be eligible for giveaway o Survey link on front page

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Meeting # 90 User Group Goal / Objectives o Develop and support 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

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Meeting # 90 Introductions MNSPUG Sponsors Avtex (www.avtex.com)www.avtex.com Technology consulting company Practice area focused on SharePoint Benchmark Learning (www.benchmarklearning.com)www.benchmarklearning.com Training on many technologies Microsoft (www.microsoft.com)www.microsoft.com Wrox Press (www.wrox.com)www.wrox.com OReilly (www.oreilly.com)www.oreilly.com

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Meeting # 90 www.SharePointMN.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations info@sharepointmn.com www.sharepointmn.com

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Meeting # 90 Social Networking Linked In group The most interactive includes job postings o Post Job Posting on the Jobs Discussion page o http://www.linkedin.com/groups?gid=1878792 http://www.linkedin.com/groups?gid=1878792 Twitter tags - @MNSPUG and #MNSPUG

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Meeting # 90 Upcoming Schedule Next Meeting June 13 th 9:00 AM to 11:30 AM Microsoft Technology Center Check www.SharePointMN.com for updates!www.SharePointMN.com Upcoming Topics include: SharePoint Branding, TechED 2012 Re-cap, SharePoint Business Intelligence Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center - Edina

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Meeting # 90 Local and Online Events

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Meeting # 90 We Want You! MN SharePoint User Group looking for speakers o You know something about SharePoint o Someone you know, knows something about SharePoint o Speak about something you implemented Email: info@sharepointmn.cominfo@sharepointmn.com o Name o Contact Information o Background Information o Subjects comfortable talking about

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Meeting # 90 Surveys & Giveaways!

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Meeting # 90 http://www.sharepointmn.com Presenters

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Meeting # 90 Quick Intro Beth Beck SharePoint Consultant Chicago Bears Fan @beargal34 http://blog.avtex.com/author/bbeck

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Meeting # 90 Quick Intro Donald Donais SharePoint Consultant Drummer @dondonais talesfromitside.wordpress.com

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Meeting # 90 http://www.sharepointmn.com Lets Start at the Beginning

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Meeting # 90 SharePoint Web Part? a.k.a Web Widget Basic Building Blocks of SharePoint Page ASP.NET server control Added to Web Part Zone or Wiki Page Specifically used for End User configuration Dashboard of Information

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Meeting # 90 Crawl, Walk, Run

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Meeting # 90 Web Parts Crawl: SharePoint List and Libraries o Change Views Out of the Box Web Parts o Depending upon SharePoint version

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Meeting # 90 Web Parts Walk: Content Query Web Parts o Modify the XSLT SharePoint Designer o Data View Web Parts 3 rd Party Web Parts o CodePlex o Armein o Bamboo o Many others!

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Meeting # 90 Web Parts Run: Utilizing BCS/BDC Web Parts o SharePoint 2007 Business Data Connection (BDC) o SharePoint 2010 Business Connectivity Service (BCS) Visual Studio o Developing.NET web parts o Tie into 3 rd Party LOB applications

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Meeting # 90 Web Parts - Planning Information Architecture o Structure of your SharePoint environment o Includes the way you access information o Includes the way you navigate the environment Should look at the following o Business Context o Content o Users

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Meeting # 90 Business Context Goals and Vision for the Organization Organizational Structure or Not Business Processes Ever Changing Entity within the Company

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Meeting # 90 Content The Five Ws Who owns the content? What content should be available? When should they see the content? Where should the content be displayed? Why is this content being used or displayed?

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Meeting # 90 Users Understanding of the Users How do they use the information/content? Analyze their processes Business Process Management ** More about BPM from presentation done at SharePoint Saturday Twin Cities April 2012: http://bit.ly/KPaGXa http://bit.ly/KPaGXa

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Meeting # 90 Wireframing

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Meeting # 90 Information Architecture Examples ContentSharePoint Feature / ConstructDetails Site ContentLeft hand navigation.Out of the Box Quick Launch - IA Employee LinksContent is stored within the HR site in a links list.Content Query Web Part using custom XSLT Site ContactContact information for the current site. This can include either the department head or SharePoint Site Owner. Contact Details web part CongratulationsDisplay important events happening with the employees of the organization. Content Query Web Part display custom list of information Whats Your Weather?Display weather according to the city where you work.Amrien AD Weather web part configured to use Active Directory City New Employee ResourcesInformation pertaining to the New Employee On-Boarding process. Content Query Web Part display document library found in HR site Popular or Top DocsDocuments found within the SharePoint environment that are rated Content Query Web Part displaying document libraries using SP 2010 Ratings and displaying 4 stars or greater CalendarAggregation of calendars from the various departments in the site collection List View of SharePoint calendar using SP 2010 calendar overlays

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Meeting # 90 http://www.sharepointmn.com General Knowledge

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Meeting # 90 Terminology Web Part Web Part Page Web Part Zone Wiki Pages

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Meeting # 90 SharePoint 2007 Web Part Inventory List and Library - Mix Business Data Enterprise Only Content Roll-Up - Mix Dashboard Web Parts Enterprise Only Default Standard & Enterprise Filters - Enterprise Miscellaneous - Mix Outlook Web App Standard & Enterprise Search Standard & Enterprise Site Directory Standard & Enterprise http://bit.ly/IBvdiU

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Meeting # 90 SharePoint 2010 Web Part Inventory List and Library - Mix Business Data Enterprise Only Content Roll-Up Standard & Enterprise Document Sets Standard & Enterprise Filters - Enterprise Forms - Mix Media and Content All Versions Outlook Web App Standard & Enterprise PerformancePoint Enterprise Only Search Standard & Enterprise Social Collaboration - Mix SQL Reporting Services - Enterprise http://bit.ly/IBvhzc

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Meeting # 90 Web Part General Properties Appearance o Title o Height and Width o Chrome Layout o Hidden o Zone Advanced o Web Part mgt. settings o Target Audiences

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Meeting # 90 Web Part Maintenance Page Web Parts may become and issue Close vs. Deleted ?contents=1

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Meeting # 90 Web Part Connections Connecting Web Parts to pass data Synchronization of behaviors Available OOB & SharePoint Designer 07 & 10 Embedded Search Master/Detail

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Meeting # 90 http://www.sharepointmn.com Web Part Connections

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Meeting # 90 http://www.sharepointmn.com Using Web Parts to Support Best Practices

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Meeting # 90 Web Part Legend SharePoint 2007SharePoint 2010 Standard EditionEnterprise EditionAll Editions

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Meeting # 90 Web Parts Discussed Table of Contents I Need To Content Editor Announcements List Contact Details Relevant Documents Summary Links

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Meeting # 90 Table of Contents Best Practices Quick Way to Display Large Amount of Sites/Content Information can be quickly Grouped and Styled

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Meeting # 90 I Need To Web Part Best Practice Display many organizational links 2007 Web Part, but still available in 2010

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Meeting # 90 I Need To Create the List Uses another list to pull data from, that list should be created first Custom list with three columns: Title, URL, and Choice o Create an I Need To list template if you plan to use this throughout site collection o Pay special attention to case sensitivity o Title: Use the default o URL: use the URL Base column in SP2010 o Choice: must be called Choice; use field type choice; replace 3 defaults with Yes and No Enter Items in this list

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Meeting # 90 I Need To Create the List

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Meeting # 90 I Need To Create the Web Part Export I Need To from 2007 / Upload to 2010 o http://www.sharepointmn.com/SharePoint%20Resources/INeedTo.zip http://www.sharepointmn.com/SharePoint%20Resources/INeedTo.zip Add I Need To web part to page Point web part at the custom list Adjust drop-downs to point to correct fields Hit Apply / OK to complete Possible configuration errors o Click the Choice or Filter drop-downs o Refresh the page a few times o May see this error

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Meeting # 90 http://www.sharepointmn.com Meeting # 89 Add Web Part to Page Configure Web Part Apply/OK Web Part . Voila! Make your choice and.

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Meeting # 90 Content Editor Web Part (CEWP) Best Practices Adding Static Content onto the page 2007 uses Source Editor 2010 uses HTML > Edit HTML Source When using JavaScript or jQuery use content link to store code

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Meeting # 90 http://www.sharepointmn.com Meeting # 89 1. jQuery files reference in SharePoint 2. jQuery.txt file in CEWP

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Meeting # 90 http://www.sharepointmn.com Meeting # 89 3. jQuery Accordion Widget in SharePoint

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Meeting # 90 http://www.sharepointmn.com Content Editor Web Part

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Meeting # 90 Announcements List Bests Practice More information, easy to read SharePoint 2010 Web Part changed Not default to Summary View Change the Web Part to Summary View

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Meeting # 90 Contact Details Best Practice Site Owner Contact Info One person per Contact Details Options o Display Contact Picture o Display Contact Job Title OCS/Lync Presence

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Meeting # 90 Relevant Documents Best Practices Helps to locate documents the user is currently working on Options include o Modified by o Created by o Checked out o Display a link to document

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Meeting # 90 Summary Links Best Practice Links to various resources that can be styled Can be used in the Welcome page layouts Two options for configuration o Standard options o Configuration option Styles & Layout

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Meeting # 90 http://www.sharepointmn.com Summary Links Web Part

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Meeting # 90 http://www.sharepointmn.com Break

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Meeting # 90 http://www.sharepointmn.com Cool & Advanced Web Parts & Properties

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Meeting # 90 Web Parts Discussed Media Player (SP 2010) Excel Web Access Chart KPI/Status List People Results Core Filter Web Parts Content Query Web Part

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Meeting # 90 Media Player Standard Web Part Properties Media Ribbon Easily add video/audio Upload or find content

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Meeting # 90 Excel Web Access Works with Excel Services Display published components Interaction is Possible o Different for 2007 vs. 2010 o Parameter Task Pane o Pivot Table

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Meeting # 90 http://www.sharepointmn.com Media & Excel Services

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Meeting # 90 Chart Web Part Charts can be created from variety of data locations o Another web part through connection o SharePoint List o Business Connectivity Services o Excel Services Named Range Can Filter and Aggregate Data Chart Look and Feel similar to Excel Charts

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Meeting # 90 Chart Web Part - Options

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Meeting # 90 KPI/Status Web Part Key Performance Indicator of a particular metric Measure against Warning and Goal Works in conjunction with KPI/Status List Data can be pulled from o SharePoint List o Excel Spreadsheet o SQL Server Analysis Services (SSAS) o Manual Entry Fixed Value

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Meeting # 90 http://www.sharepointmn.com KPI/Status Web Part

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Meeting # 90 People Search Core Results Create Department or Organization Directory Filter by Managed Properties in User Profile Service http://bit.ly/IZ0SJy

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Meeting # 90 Types of Filter Web Parts NameDescription Text filterA text value that can be any string, including letters, characters, and numbers Date filterA date value of month, day, and year. A user can also enter the exact date by clicking a date picker button Choice filterA predefined list of values and optional descriptions, such as product or status codes Current userThe current user name, or other information based on the current user's profile, such as user name, department, or birthday. This Web Part is a context Web Part, which means that it is not visible to a user of the page and the results appear automatically without user input SharePoint listA list of unique values and optional descriptions, such as product or status codes, generated from a column in a SharePoint list. This Web Part is similar in behavior to the Choice Filter Web Part, and is useful when you have a list of values that might change over time and you want an easier way to maintain the list without having to change the Web Part properties.

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Meeting # 90 Types of Filter Web Parts contd NameDescription Query String (URL) FilterPart of a URL that contains a filter which sends filter information to the page that youre viewing. Others

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Meeting # 90 Query String (URL) Web Part Examples Started with Patent Library > AllItems.aspx Added Query String (URL) web part Configure web part: o Query String Parameter Name o Create connection to Patent Library o Enter consumer field name: patentChoice column Next slide: Query String (URL) example: o Quick way to display data rather than lots of views o Caveat: because this web part was added to the AllItems.aspx page, future views will be based on this default view. o Solution: may need to remove from new views

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Meeting # 90 http://www.sharepointmn.com Meeting # 89

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Meeting # 90 http://www.sharepointmn.com Filter Web Parts

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Meeting # 90 Content Query Web Part (CQWP) Microsofts definition o Content Query is a Web Part that displays a dynamic set of items based on a query that you build by using a Web browser. You use the query to specify which items are displayed, and you can set presentation options to determine how those items are displayed on the finished page Powerful way to create content roll-ups Customization can be done client side Publishing feature needs to be activated Design permissions or higher required to create/modify Caveat: scope of CQWP is restricted to a site collection

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Meeting # 90 Steps to customize the 2007 CQWP /XSLT Part 2 Customize the XSLT to render additional fields Open the ItemStyle.xsl in SPD Copy / paste style most similar to what you want e.g. Image on left, TitleOnly, etc First section (the part that begins with an "xsl:variable") processes the data, proper format Second section (Table) renders HTML, includes data Edit web part > Properties > change Item Style

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Meeting # 90 Process Data/Properly formatRender HTML/Data

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Meeting # 90 Steps to customize the 2007 CQWP/XSLT Part 3 Edit web part > Properties > change Item Style

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Meeting # 90 http://www.sharepointmn.com Content Query Web Parts

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Meeting # 90 3 rd Party Web Parts Sharevolution - http://www.sharevolutionhq.com/ http://www.sharevolutionhq.com/ SharePoint Market - http://www.thesharepointmarket.com/ http://www.thesharepointmarket.com/ CodePlex www.codeplex.com www.codeplex.com o Google Maps in SharePoint 2007 o SharePoint Access Checker Web Part - SP 2007 o SharePoint 2010 Blog Site Archives Web Part o ChartPart for SharePoint SP 2007 Bamboo - http://store.bamboosolutions.com/BambooMainWeb/default.aspx http://store.bamboosolutions.com/BambooMainWeb/default.aspx o Chart Plus Web Part SP 2007 & 2010 o List Rollup Web Part SP 2007 & 2010 o World Clock and Weather Web Part SP 2007 & 2010

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Meeting # 90 3 rd Party Web Parts Amrien Engineering o Weather AD Enterprise Version o Staff Directory SP 2007 & 2010 o Microblog/Chat SP 2010

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Meeting # 90 http://www.sharepointmn.com Meeting # 89 Q & A http://www.sharepointmn.com

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Meeting # 90 Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Todays Presenters: o Beth Beck o Don Donais

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Meeting # 90 http://www.sharepointmn.com Meeting # 89 Thanks for coming! http://www.sharepointmn.com