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# Thursday, 06 October 2011

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

One of the biggest complaint is that SharePoint OOB looks too much like SharePoint and that is a reason why companies started branding. But understanding SharePoint is needed and it is not like branding standard HTML sites. Do not modify OOB files, you loose the Microsoft support. Using solutions to deploy branding is a lot easier when time is to retract the branding. Create custom master pages, pages layouts and style sheets.

Do not use SPD for the deployment of branding, but can be used for the development. Moreover, when using SPD, it customizes the pages and affect the performances.

All the OOB files are not customized and resides on the file system. When becomes customized, it takes the file and puts it in the content database.

Saving a site as a solution is the recommended way by Microsoft. Recommended also to create a sub-folder for your branding.

Using a sandbox the solution has the benefit of not screwing your farm in case of issues.

Create brand keeping SharePoint in mind and implement the design using SPD and then transfer from the designer to the developer (backup of a site).

In VS2010, create an empty project targeting .NET 3.5 (uncheck the Create a directory for this solution). Add a module project item (delete the sample.txt file) and add the branded assets. It is recommended to create several modules to group the similar types of assets together. Change the scope to site collection and add a feature receiver to apply the branding attributes. Also add a feature receiver to retract the files as well. For branding child sites, add an event receiver as well. And test !

It is not recommender to use the publishing site template, but rather use another one and activating the publishing features afterwards.

The IgnoreIfALreadyExists property of the Module does not work. Even if the file exists, it copies the files.

Thursday, 06 October 2011 21:08:32 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

MUI offers the possibility to add languages to a site. It is based on the language packs and users are directed to the correct language based on the browser language. Variations is more used for internet facing SharePoint sites.

If a user’s preferred language is not support on the SharePoint site, it will fall back to the site primary language one. The site’s default language can’t be changed afterwards, once it is created. Then, for that site, additional languages can be supported and selected in the Site Settings page.

As rule, everything should be localizable

As long as the language pack is installed, it will be supported by the ASP.NET controls. Wiki page does not support MUI.

Search box, control menu, ribbon supports MUI. List titles, field titles navigation are MUI by default but customizable. Site Actions is designed customizable. All the end user content is not MUI. When renaming a list in a language, for example, it will not be changed in the other languages. It is possible to import/export the site’s text into a resx file.

4 types of resources : Pages, Server-side assemblies, Script & Files, XML Files.

Resx files are deployed as module into App_GlobalResources or into 14\CONFIG\Resources. The last folder is the source for all the new web applications that will be created afterwards.

Server-Side assemblies are deployed in the App_GlobalResources folder for resx files

For scripts and resources, use the language directories (1033). All strings should be in a single file.

XML files are deployed to 14\Resources and use the resourcefilename.culture.resx naming convention for global resources.

To deploy the resources, one solution is to use a global .wsp.  But there is also the notion of language packs. A language pack shares the same wsp IDs.

In sandbox solutions, pages’ resx files and global XML resources cannot be used or even deployed. Therefore, the strategy would be to have a per-language copies of the pages and move the logic to the client side. The XML local resources must have _res for the filename. But, no MUI, list title are not localized.

Thursday, 06 October 2011 19:33:38 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

The logical elements of a page that may be impacted by multi-lingual are logo, navigation control, custom controls, site assets and authored and translated content. Some elements of the master page can also be impacted, like the page footer.

By installing the language packs you get the MUI (Multi-lingual UI). It gives the ability to users to switch to another language. But some site templates don’t support the MUI, the property SupportsMultilingualUI can be checked to whether or not it is supported.

Regarding the managed metadata, you have to select a source or a working language, thus, terms can have multiple languages. Nevertheless, it is not possible to import terms and specifying the language in any way and imports the terms in the base language. This needs a custom solution.

Variation features is a answer to support multi-lingual solutions of SharePoint. It requires the publishing feature. Variations are using different sites, one of them is the source. The Master Pages, Page Layouts, Reusable Content is common. A Relationships hidden list keeps the relations between the variations. There is a one-to-many relationship between the source and targets variations.

Configuration steps are : specify the variation settings, create the labels and hierarchies and finally set the page propagation model that can be either automatic or on-demand.

When landing on a site, we arrive on the VariationRoot.aspx page, this is changed when we activate the variations. This page will look at the preferred language code from the browser, check if a matching variation exists, and direct the user to the corresponding site.

Publishing pages, referenced resources (images, etc) are propagated to target variations. List content can be propagated. But list, master pages, reusable content are not propagated.

By default, references to resources are not changed. It means that on the target variations will use the source variations’ resources.

Creating new sites, pages, updating pages are automatically propagated by default. It is useful when localized content has to appear on all the target labels.

In the site manager, it is possible to manually create a new label site. For a specific page, it is possible to copy to one specific label. All updates on source pages that have target labels will have a new version on the target created.

On-demand propagation creates the target sites, but not the pages. This has to be done manually.

Search ML support (does not need to install the ML packs to be supported) : Work breaking, stemming, noise words. But, automatic language detection, spell checking, property extraction, offensive content filtering is only supported in FAST.

Some considerations such as in what language the query has to be performed (configured in the query results web part properties), which language the results will be displayed, are all results displayed the same.

In some circumstances, sites may be navigated in different way between languages. If dealing with content approval, this has to be know earlier as it will change the configuration of the workflow on the source language and the propagation model. Should all the languages be live at the same time and do all the content has to be translated ?

What has to be taken in account is also the resource files for custom code and expression builders, custom language selection, error pages, search experience, site map.

It is necessary to create a script to enable the MUI on all sub-sites, but blogs and meeting workspaces do not support the MUI. 50 languages variations are supported in a site collection. Variations cannot be changed afterwards.

Thursday, 06 October 2011 18:06:38 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

CQWP is part of the Publishing infrastructure and therefore of the SharePoint Server edition. It is used to rollup content, from a single list to a complete site collection. It allows to filter by content type.

About 60 properties and methods are available. CQWP can be exported, modified and imported again in a web part zone of a page.

When naming a column, avoid spaces and special characters. CommonViewFields specify the fields to request and that is where you specify the additional fields. QueryOverride bypasses limtes to query behavior imposed by the UI. WebsOverride makes the CQWP not recurse.

When selecting a site as a source, it will recurse, from that site, through all its subsites. In List Type, you select the list template you want to get the content from. It is also possible to filter based on the content type. It is also possible to filter on field values. AdditionalFilterFields can be used to go beyond the limit of 3 fields imposed by the UI.

It is possible to specify the CommonViewFields in two format : internal field name or added with the type separated by a comma. To represent a space use _x0020_ . To combine fields, separate them with a semicolumn.

DataColumnRename rename columns programatically and helps minimizing the XSLT.

Three XSL files : ContentQueryMain.xsl, ItemStyle.xsl and Header.xsl. All located in the Style Library\XSL Style Sheets. This last folder only exists if the Publishing feature is activated.

ContentQueryMain.xsl calls the Header and Item templates for each item. It receives all the content.

ItemStyle.xsl is applied to row items (Item Style in the UI)

Header.xsl contains the group styling (Group Style in the UI)

On pages, you can put some content that will actually not be displayed on the page when browsing, but will be when the CQWP rolls up the page.

It is recommended to not customize the out-of-the-box files, but rather make a copy and use it. When the CQWP takes the content that is HTML, the CQWP does not interpret the HTML.

Thursday, 06 October 2011 02:11:53 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
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# Wednesday, 05 October 2011

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

Description of a proposal generation system on SharePoint 2010 for a legal department.

Scenarios cover generating documents from database, compose a new document from multiple ones and to split a document into several ones.

From a BCS entity, the goal is to create a job that generates a single document for every people entity stored in a database, containing the data about the person. The generated document is stored in a document library, all of that without any human interaction.

To create a proposal, the client is selected, title is specified, proposal template and layout is selected. Then, sections are built by picking content. Each section can be send for approval. Finally, the document is generated and stored in a document library.

The system allows users to write new Word template and use the new templates, by using controls. The engine takes the template and fill-in the content controls, using the data located in a database.

From the content control, the <Config> tag is used to read the BCS configuration. DatabaseBackedMetadataCatalog object contains the complete list of BCS entities that would also available in the Central Administration. Type of content supported : Text, Rich Text and Images.

In BCS, one ECT per snippets.

Templates are stored in a dedicated document library. To create or modify a template, switch the document into design mode. Thus, you can add the content controls you need. The first one to add is the Config one that tells what ECT is associated with this Word document. The content control’s Title specify the type of data (Text, Image, etc) and Tag specifies the name of the entity’s property to insert. No need to code to create the template.

A Word document is just a zipped file containing other XML documents. The Word content is defined in the document.xml file. The goal of OpenXML is to manipulate Office documents without the client applications. But, the format is quite complicated. One of the reason why we haven’t seen many document generation based solution is the complexity of OpenXML. A really useful tool is Document Builder.

A document is a collection of Paragraphs that can contain Image or Comment. And a Comment can also have an Image inside. A Paragraph containing a Header can also SmartArt and Image => Interrelated Markup.

PowerTools on CodePlex combines PowerShell and OpenXML and can be used to merge comments, accept tracked changes, convert to HTML and helps composing or splitting documents.

The steps do build a composed document is first to create a set of sources and send them to Document Builder. For splitting, the division is done using queries and for each item, use Document Builder to create a new document.

Document Builder comes as a class that has to be added to the Visual Studio project.

Word Automation Services adds the Save As functionality to SharePoint, converting to HTML, XML, PDF or XPS. It runs periodically and can be configured to only convert to some type of documents.

Wednesday, 05 October 2011 22:59:51 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04660MY site is the backbone of the social capabilities of SharePoint. Social is becoming more interesting to companies. Employees connected to a wide range of colleagues generate $83000 more in revenue per year. Social in SharePoint can be achieved starting with the team sites or tagging. It also helps people working together. There are numerous components in SharePoint to support social networking, but, out-of-the-box, it does not look good.

Branding for My Sites is similar to the traditional SharePoint Branding and reuses most of the branding of the general sites. The rule is for you to decide how far you want to brand your My Sites. Again, start with one of the out-of-the-box master pages or from of the Starter Master Pages. The default master page for My Sites is mysite.master. The global navigation should match the branding. Because the mysite.master is based on v4.master, a lot of the branding can be reused.

For the global navigation, leave the inner content arranged normally.

Tip : edit the CSS files on a local VM or on a local server, because it will affect all users.

Changing the global navigation or the sub-navigation bar can be done from the SharePoint UI. To override the global navigation, you need to override the GlobalNavigation delegate control. But it means the creation of a feature for the deployment.

Once the branding is done, it has to be deployed on all the mysites and applied automatically. The steps are : Create a feature for move the files where they need to go, Create a feature receiver to switch the master page, Uuse a feature stapler to ensure that when the personal site is created, the branding is applied.

Branding feature is scoped at the web level and deploy files to folders and the receiver switches the master page. The deployment feature can be developed outside the My Sites. The switch of the master page has to be done using a feature (code in the FeatureActivated receiver) as well, as the publishing feature is not activated and it is not possible to change the master page from the SharePoint UI. Do not forget to also write the FeatureDeactivated to come back to the original master page.

Controlling the web part deployment can be tricky. An example of the code that does that must run after the default.aspx is created. The solution is creating a server control into the customer master page. At page load, there is a check if it is the 1st time and get a reference to the default.aspx page and get the WebPartManager. Then, it gets the instructions from an XML file and build a hashtable of the web parts and apply the instructions. Finally, it sets a flag to not run again.

If you want to deploy different web parts for different types of users, after getting the WebPartManager, a check of the user profile can be done. Instructions are thus in the XML file.

Wednesday, 05 October 2011 19:30:52 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

3 server roles : Web Role, Application role, database role.

Scaling web role servers is based on user traffic and concurrent load. The main way to scale is to add servers.

Application server role : scaling based mainly on the content

Database server role : Adding storage does not mean it is performant. Ideally, content and configuration database should be hosted separately from service application database. The sizing of the database depends on how backup and restore capabilities are.

What can influence your design is of course the business and users, but also the IT best practices.

As soon as you add custom code, it impacts the performance.

Is your company really a 24/7 one ? what kind of peak event you have ? 98% of the operations are reading content.

Design first for redundancy and availability before performance. You can always improve the servers afterwards. HD failure is the most common HW failure.

Process cycle is usually Analyze, Deploy, Observe. Regarding the monitoring phase (Observe), capture real-time data and also on the host machines if virtualizing.

Wednesday, 05 October 2011 18:15:57 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

Technology is only 20% part of the success and it is really easy to make mistakes. Because of no policies, no training (not only class training, but just-in-time training). Don’t let your users managing the security, security is difficult to understand for end-users. SharePoint IS an enterprise application and information is the enterprise’s asset. So, it is very important to plan your SharePoint implementation.

If no governance, no rules, someone can get hurt. Guidelines are the road-signs for directions.

Ten steps in a governance planning (not all are absolutely necessary) : Identify an inclusive team, Frame decisions, determine your deployment model, define a clear vision, roles and responsibilities identification (including writing the job descriptions), develop guiding principles, decide your organization comfort level with social computing, policies and guidelines (or best practices) definition, documentation of the plan (but be careful to keep it small, no one ready a 100 pages document), and finally socialize and promote your implementation if we want to have an acceptance of the governance.

First the team should have to power to take decisions and should not be bigger than 4-5 people. Let the people discussing each topic of the governance, one topic per meeting. Then, in a second step, engage more people from IT, HR, Communications, etc. This has to be done before the roll-out.

Framing decisions : who creates sites, manage navigation, how much users can design (for example, don’t let them use SharePoint Designed until they are trained). Who controls the branding ? Who managed metadata, security ? What is the default access ? What happens when people does not comply to the governance ? Who maintain the governance plan ? Because it will change afterwards.

Determine your model : basically, how the solution is organized. Normally, the more public the information is, the tighter the control should be. When dealing with department specific (private) information, there can be less control. Do not take the default MS team site and give it to the users ! Looser control can be applied to team site and no governance on My Sites.

Establish a clear vision : It is the “why” of the governance plan. Why to have and apply a governance plan. It is composed of business goals (can be simple and a single phrase).

Roles and Responsibilities : Tasks must be in the job description of the people involved in the team. Don’t assume you have the resource internally. Typical roles are Executive Sponsor (normally the CEO), the Steering Committee, the Business Owner, the IT Solution Administrator (they must not own the solution, so they cannot be the BO), technology support, power users to train or help the users, metadata manager (should be coming from an information science background).

As a best practice, the roles that we can have are Communications, Training (training people should be very involved in the governance planning definition), because the training will already tailored by the governance. Change Management / Adoption, Center of Excellence (coaches to help users to get started).

Site Roles : site sponsor / owner (who has to be clearly visible on the pages in case of need for contact), site designer, site steward for day-to-day management and security monitoring, member and visitors. The Owner is accountable, but we’re all responsible !

Develop Guiding Principles example : No more email attachments, rather, send links to document.

Think about Social Computing : Only one good reason : if you have a business problem to solve. So, the business problem has to be identified first with use cases, define your governance plan and prepare your communications plan. No anonymous content. My Sites, what is comfortable, legal.

Define Policies and Guidelines : policies are rules, guidelines are more best-practices. They have to be published somewhere where it is easily findable.

Document the Plan : it has to be “consumable”, up to date and in context. Target the sections (short) to specific audiences. It can be supported by supplements, like quick cards.

Socialize and Promote : always communicate, be responsive to feedbacks.

Wednesday, 05 October 2011 02:10:49 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11
# Tuesday, 04 October 2011

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04573Nowadays, providing reporting capabilities to SharePoint is quite challenging and require different skillset.

With Denali, available in CTP3, it will come as a shared service, will support WCF and Claims Based communications, Powershell, administration will be done in the Central Administration and logging will be done in the ULS. In terms of performance, report viewer will use AJAX and a performance improvement of 30-60% is expected.

There is a separate pack for the Add-In to be installed on the WFEs and scripting will be done using PowerShell instead of WMI. For the configuration, just go in the Service Application of the Central Administration.

Today, people are overloaded by the amount of data, the number of reports generated can be too much for the users. With the alerting system of Denali, it is possible to set an alert for a report in order to be notified when data used in that report have changed. But, be careful, because it can be a good spam generator. It is possible to assign rules, schedule, parameters to an alert.

Denali supports the new 2007/2010 format, for Word and Excel and compressed files can be generated. Rdl files will also have a new format, rdlx.

The Crescent Project is “an interactive data exploration and visual presentation experience”…A demo is shown where an interactive report is built in a web browser, with table, and chart.

BIDS, RDLC Designer and Report Viewer controls will be available into VS2010. Microsoft is also working in moving to Dev 11. The goal is to separate the RS VS Addin. SQL Azure Reporting is the Reporting on the Cloud solution. It means that report can be built in BIDS and then deployed on Azure, from BIDS as well, in order to benefit of the same features of Azure. Currently, it is limited to SQL Azure data. The reports can also be embedded in your Azure application.

Tuesday, 04 October 2011 19:36:05 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04572New guidance issued by Microsoft in June with a possibility to scale up to 4TB (or beyond) for the content database. It requires 2 IOPs per GB, split in several content database to reduce the I/O contention. It is also recommended to upgrade to SP1.

The unlimited size support is for record center and document center only. On the other side, avoid using alerts, workflows and item-level security.

To achieve the needed performance, it is better to have more and faster disks, rather than larger and slower disks. Isolate the TEMPDB on its own RAID volume, the same apply for the log files. RAID  5 is acceptable, but RAID 1+0 is recommended. For a large number of items, row density is important in the content database. For the search crawl, the recommended limit is at 25 million.

To estimate the storage requirements, you need to know the number and types of documents, because it impacts the crawler performances. The average file size is also important. Documents large than 16 MB are not crawled by SharePoint, by default. Can be increased to a max of 64MB. The number of versions per document has to be taken in account.

<snip>A lot of formulas are presented, check the video and the powerpoint deck to get the details</snip>

To test the storage performance, there are two free tools, SQLIO (from Microsoft) and IOMeter. The testing files should be larger than the SAN cache and testing should be done for an hour or more. Storage should be dedicated.

Recovery Point Objective (RPO) is how much I can loose and the Recovery Time Objective (RTO) is how much time I can wait for the recovery. We need to be monitor in order to be sure we can achieve the RPO and RTO. If RPO states 2 hours but backup take 4 hours => FAIL.

Tuesday, 04 October 2011 18:07:22 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04537Best Practice cycle : Capacity Planning, Architect for Scale, Pilot & Test, Deploy, Monitor & Validate

Different kind of cache : ASP.NET in RAM of WFEs, SharePoint Object Cache also in RAM of WFEs, Disk-based for BLOBs sitting on the disk of WFEs for static files.

When sponsors really want “real-time” on the site, ask how often the content is updated and what it means (bad or not) to wait 1 minute for updates.

A quick formula : 1 – (number of requests per second / number of seconds of caching) = % of work saved for the server.

Output cache can be activated in the Central Administration. Trade-off between freshness and work saved. Avoid check for changes capability (50% performance drop). A good question to also ask is by what you want to vary the cache. More variations = more requests uncached.

Using System.Web.UI.WebControls.Substitution will make your control to run at every request.

Check that ASP.NET cache is working by enabling cache information on pages. For DB, use the SQL Profiler instead of the Developer Dashboard, because it is cached with the page.

Object cache is used by the CQWP and Navigation control and is configured in the Central Administration. The bigger the better. It can also be time-based or check if cache is still valid with the corresponding performance hit. Cache more results only if different users have different permissions, so on internet sites, it should not be the case. Two “super” accounts have to be configured for Full Control User Policy (SuperUser) and for Full Read User Policy (SuperReader).

When accessing from the client side, write a web service that use the object cache and call it from the client application rather than using the Client-OM (because it is not cached !).

BLOB cache is configured in the web.config. Put the cache on a specific drive separated from the OS or Logs. Store a maximum of file (by setting the extensions). The more you cache, the better. The same applies for the timing, the longer the better with a trade-off regarding the updates of the files.

Using a CDN is good anyway, as it will put less pressure on the servers. But it means that CDN is an external storage (permissions, etc !). Files that almost never change are good candidates for CDN. A quick win is to use jQuery or Modernizr.

Activate the IIS static and dynamic compression.

Two models for authoring : in-place where authors update content on the production environment, or content deployment where authors use a different environment for publishing and the scheduled deployment jobs push the updates to the production environment. It is good when review has to be done (legal, communication, etc) but it adds latency and temporary de-synchronization. The bigger the update, the longer the latency.

Content deployment with an automated schedule of 15 minutes has no value.

Tip 1 : User SQL Server 2008 Enterprise + Snapshots. SharePoint takes Content DB snapshots before making the export and deletes it after the export is completed.

Tip 2 : Custom Solutions must be aware of content deployment, because during the content deployment, the activation of the solution will be activated after the content DB is exported. In order to be aware, check if content deployment is running in the activation handler and do not create list or other content as they will already exist.

Plan for variations, to avoid to have to copy the root content into the source label. Consider On-Demand propagation, because otherwise, target label owners will have to delete the versions they don’t need.

Tuesday, 04 October 2011 00:43:13 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
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# Monday, 03 October 2011

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04534Your success factors, like the number of visitors, page views or conversion rate.

Every body of the SharePoint branding team is around the Business Sponsor, technical people or business oriented people.

The Information Architect defines the content hierarchy of your sites and SharePoint structure. This is the first step of the process.

Then, we go into wireframing by designing one wireframe per page type.

The next step is design comps and is just a picture and it is done usually with an eye of the communication department. From that design, we can build a functional prototype with already some functional navigation. This functional prototype can be reused (95%) for the build phase.

Some tools : Visio 2010 for Information Architecture and Wireframes, Expression Design 4 for the Design Comps and Expression Web 4 for the functional prototype.

Integrating social network is now key and there is already a certain number of plug-ins to integrate Facebook, with Like and Comment for example, provided by Facebook. The generated HTML can then be inserted in the SharePoint web part. The social network integration must be thought early in the design process and not just at the build phase.

Three options to support the mobiles : mobile browser which needs to support different types of screens but it can be problematic if SharePoint is heavily branded; mobile application using the SharePoint APIs, but in order to support the different technologies you have to build different applications and different development tools and languages; finally HTML5, which provides the richness of a mobile application, but support from device to device can vary.

Publishing features provide new master pages, page layouts, some additional web parts, output caching and a lot of interesting things.

Company logo, page header and footer or basically everything that should go on every pages has to go in a master page. The way web parts, page controls, layouts is part of page layouts.

Always start with one of the existing out-of-the-box master page (v4, nightandday, minimal), or go to Codeplex to get one of the starter master page.

Users use more and more search, FAST provides more capabilities like scalability or visual best bets or also the exact count on the refiners.

For external search engines (SEO), the content is key, along with setting meaningful site and page names titles, HTML metadata, don’t use Silverlight or Flash for the navigation to not prevent search engines to follow the links to your content.

Normally, there are two environments : authoring farm on the internal network and production farm available on the web. The can be extended with a staging farm, also on the internal network. This environment should be used to test new content and new features together. When it looks good, then it can be deployed on the production.

To extend the web analytics report provided out-of-the-box by SharePoint : webtrends or intlock with Cardiolog Suite for SharePoint.

Monday, 03 October 2011 22:53:47 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11

<Disclaimer>This is personal notes of what I retained during the session. This can be incomplete, partially right or wrong. It is just part of the notes I took and what retained my attention. Nothing prevents the user to get more information on their favorite web site.</Disclaimer>

DSC04533Some nice web sites with cool branding are presented : Brembo.com, qualia.com.au, chilis.com, calphalon.com, choosechicago.com, sharpie.com, etc

SharePoint can be fully branded and there is almost no limitations, but it is better to spend time upfront to do the things correctly the first time.

First, define your vision and goals and how to measure if we reached the goals. Then, build the team and planning and not directly going into creating the branding. Some specific requirements : types of content, style guidelines, navigation, search.

A design should be clean and simple and remember the 3-clicks rule : everything should be available with 3 clicks. In terms of usability, system response can vary from the implementation. Search is important as more and more users are navigating using search on a website

Show your concepts in B&W because it keeps the focus of the stakeholders on the concepts and not on the images and colors that are probably not yet defined at this stage.

In short, the process is : Requirements, Wireframes, Technical Specifications, Creative Components

Design Theory : Contrast, Repetition, Alignement and Proximity (CRAP Smile )

Use Microsoft Expression Design or Photoshop (an example of a grid design is presented) and start by a paper version. Keep on the ground and avoid things that are hard.

Use the A/B testing, by presenting two versions of the design and see which is the preferred one. Test the navigability and how users can find content (not only by searching).

Before going to SharePoint, check by doing an HTML site and use the XHTML Strict Doctype and test in the target browsers.

Different efforts for branding : Full, by doing the complete Master Pages, Layouts, CSS etc; Medium, by doing CSS, images and alternate CSS; And Low, by using only the out-of-the-box masters pages, UI and themes.

Use a start master page and modify it even by moving or hiding OOB elements.

Page Layouts can be considered as templates for page content. The most used web parts are CEWP and CQWP. The first can be used to add Javascript and CSS to page, the second to rollup content. One important thing is that HTML content fields remove the Javascript.

For mobile devices, turn off the mobile view and Android and iOS devices are not well supported.

Tag and document your content using meta-data in page layouts. Also, name the pages correctly.

Deployment process : MP, PL, CSS, WP are completed, then deploy and ensure that everything look fine. Then, enter real data to again check that everything is ok.

Monday, 03 October 2011 19:59:28 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
SPC11
# Monday, 19 September 2011

In few weeks will start the Microsoft SharePoint Conference in Anaheim and I have the chance to attend and meet great people there.

So, see you in the US !

Print

You can also follow the discussion on twitter with the tag #spc11

Monday, 19 September 2011 18:17:10 (GMT Daylight Time, UTC+01:00)  #    Comments [0] -
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