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

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

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

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

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

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

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]

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

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

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

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

Todd Bleeker UI "Hello World" Feature

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

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

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

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

Todd Bleeker Creating Features

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

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

Todd Bleeker Provisioning Callouts

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

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

Extending The User Interface Site Actions Form View Toolbar

Todd Bleeker Creating "Hello World" Feature

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

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

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

Todd Bleeker Solution Deployment

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

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

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

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

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

Resources Technical Chats and Webcasts Microsoft Learning and Certification MSDN & TechNet Virtual Labs Newsgroups communities/newsgroups/en-us/default.aspx Technical Community Sites User Groups

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

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