Microsoft SharePoint 2010 Business Application Blueprints

Table of Contents

Microsoft SharePoint 2010 Business Application Blueprints

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Building an Effective Intranet

Preparing the Intranet site

Choosing a site template

Activating supporting features

Selecting a layout

Creating a Weather Web Part

Approach

Configuring the XML Web Part

Weather Web Part displayed

System status and notification features

Notification List Definition and List Instance feature

Notification list displayed

Presenting status notifications

SP.UI.Status overview

Adding SetStatus code to the Master Page

Notifications displayed

Building an Appropriate Use and Incident dialog

Approach

Showing the form

Appropriate Use and Incident dialog displayed

Building an Employee Corner Web Part

Approach

Creating the Web Part

Defining a Web Part property

Connecting to the Search service application

Formatting the Web Part

Employee Corner Web Part displayed

Building a Stock Ticker Web Part

Approach

Stock Quote Web Part displayed

Content rollups

Approach

Content Query Web Part (CQWP)

Search Web Parts

Custom Web Part

Creating the content source

Configuring the Content Query Web Part

News content rollup displayed

Summary

2. Building an Out of Office Delegation Solution

User profile properties

Defining the section and properties

Populating the properties

Master Delegation Tracking List

Delegation List Definition and List Instance

Defining a custom action group and action

Finalizing the delegation list feature

Check out of office workflow activity

Approach

Creating CheckOutOfOfficeActivity

CheckOutOfOfficeActivity.cs

CheckOutOfOfficeActivity elements.xml

Adding the web.config authorizedType entry

Completed solution

Sample workflow — check out of office

Creating a Task Delegation Web Part

Creating the Web Part project

Displaying Out of Office delegation

Delegation.js

Displaying the Task Delegation Web Part

Creating custom application pages

Preparing for custom application pages

View Delegation History page

ViewDelegationHistory.aspx

ViewDelegationHistory.aspx.cs

Displaying the View Delegation History page

Completed SPBlueprints.Delegation solution

Summary

3. Building an Enterprise Content Management Solution

Defining content containers

Defining and managing content types

Content type synchronization

Content type definition

Document routing

Optimizing Search

Content sources

Search scopes

Managed properties

Creating a content aggregation Web Part

Content rollup approaches

DocVault Listings Web Part

Creating the Web Part

Importing the needed Web Part and search references

Defining the Web Part properties

Formatting the Web Part

Display DocVault Listings Web Part

Enhancing the Document ID redirect

Enhanced DocID redirect approach

Creating an enhanced DocID redirect script

Configuring the DocID redirect Web Part

Displaying the DocID redirect

Summary

4. Building an Engaging Community Site

Creating the Community Site

Activating supporting features

Creating and configuring the community landing page

Site Permissions

Community members

Creating Communities User Profile Property

Mapping Communities as a Managed Property

Configuring the Members Page

Creating the Members Page

Adding the People Search Core Results Web Part

Configuring Members Search Query

Configuring social web parts

Note Board Web Part

Tagging and Tag Clouds

Configuring Rollup Web Parts

Web Analytics Web Part — Frequently Accessed Content

Content Query Web Part — New Content

Content Query Web Part — Highly Rated Content

Creating an Enterprise Wiki

Configuring the Enterprise Wiki sub-site

Use of Categories

Metadata Navigation

Activating the Metadata Navigation feature

Configuring Metadata Navigation for Enterprise Wiki Library

Using the feature

Wiki site navigation

Summary

5. Building a Site Request and Provisioning System

Overview

Creating the list

Creating the project

Creating the SiteRequest form

Building the Request Site display page

Building the form processing

Defining the RequestSiteAction menu item

Creating timer jobs

Creating the site timer job

Executing the site timer job

Feature receiver

Creating the feature receiver

Feature activating

Feature deactivating

Completed SPBlueprints.SiteCreation solution

Deploying the timer job

Monitoring the timer job

Summary

6. Building a Project Site Template

Overview

Template options

Site definitions

Feature stapling an existing site definition

Site template

WebTemplate

Example WebTemplate schema

Sandbox versus farm solutions

WebTemplate as a sandbox solution

WebTemplate as a farm solution

Organizing a project into multiple features and solutions

Building the Project Site Template

Create the project

Create the ProjectTemplate WebTemplate

Complete Elements.xml

Onet.xml

Configure the feature

Create the Project Site configuration feature

Writing the feature receiver

Using Microsoft.SharePoint.Portal.WebControls;Feature Activated

Create a blog subsite

Create Charter list

Create pages library

Create home page

Configure Web Parts on home page

Feature upgrading

Solution Explorer

Summary

7. Building a Project Management Main Site

Content aggregation options

Reading individual sites or lists

Search

Scheduled job

Map custom properties as managed properties

Building a project listing and a status Web Part

Creating the ProjectMain project

Creating the ProjectListing Web Part

Creating the ProjectMain.js script

Configuring the feature

Project listing displayed

Building a site metrics gathering process

Creating the feature and feature receiver

Solution Explorer

Configuring a project manager listing

Creating the members page

Adding the People Search Core Results Web Part

Configuring the members search query

Modifying the People Core Results XSL

Project Managers listing displayed

Additional content ideas

Summary

8. Building a Task Rollup Solution

Task rollup options

Using search

Search considerations

Using SiteData

SiteData considerations

Using a centralized list

Centralized list considerations

MyTasks Search Web Part

Creating the SPBlueprints.MyTasks project

Creating the MyTasks Search Web Part

Creating the MyTasks.js file

MyTasks Web Part

Creating the Web Part

Displaying the MyTasks and MyTasks Search Web Parts

Completed SPBlueprints.MyTasks solution

Summary

9. Building a Site Directory with SharePoint Search

Site Directory options

List-based Site Directory

Search-based site discovery

How to leverage search

Content classes

Search Scopes

Defining the Site Directory Search Scope

Enabling the Search Scope on a Site Collection

Testing the Site Directory Search Scope

Site Directory page

Creating the Site Directory page

Configure the Site Directory page settings

Adding a Site Directory tab

Common Searches

Defining Common Searches

Simple saved query

Advanced saved query

Adding Common Searches to the Site Directory page

Site Directory displayed

Related sites Web Part

Creating the Web Part

Display Related sites Web Part

Summary

Index

Microsoft SharePoint 2010 Business Application Blueprints

Microsoft SharePoint 2010 Business Application Blueprints

Copyright © 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: June 2012

Production Reference: 1180612

Published by Packt Publishing Ltd.

Livery Place

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Birmingham B3 2PB, UK.

ISBN 978-1-84968-360-9

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Cover Image by Artie Ng ( <[email protected]> )

Credits

Author

Mike Oryszak

Reviewers

Michael Nemtsev

Doug Ortiz

Wei Chung, Low

Acquisition Editor

Rashmi Phadnis

Lead Technical Editor

Shreerang Deshpande

Technical Editors

Manmeet Singh Vasir

Felix Vijay

Rati Pillai

Project Coordinator

Vishal Bodwani

Proofreader

Bernadette Watkins

Indexer

Monica Ajmera Mehta

Graphics

Manu Joseph

Production Coordinator

Nilesh R. Mohite

Cover Work

Nilesh R. Mohite

About the Author

Mike Oryszak is a Consultant and Practice Manager with Intellinet, a Microsoft Gold-Certified partner located in the South Eastern US. Mike works with customers to design and implement business solutions that leverage SharePoint as a platform. Mike is actively involved in the SharePoint community as the leader of the Triangle SharePoint User Group in Raleigh, NC, as well as a frequent speaker at SharePoint events and conferences. Mike has been recognized for his community involvement as a three time Microsoft Valuable Professional (MVP) for SharePoint Server. When not working, Mike can be found at home with his family or off hiking the many trails in the mountains of western North Carolina. Mike can be reached at <[email protected]> or through his blog at http://www.mikeoryszak.com.

A project like this is a very big undertaking, one that cannot be completed without a supporting team. I would like to thank my colleagues at Intellinet for their encouragement as well as my many friends in the SharePoint community who have helped me challenge ideas and evolve my understanding of best practices over time. I would also like to give a special thank you to the team at Packt Publishing for their guidance in helping me mold these thoughts into a cohesive package.

The time commitment for a project like this is pretty big and a lot of personal sacrifices had to be made. I would like to thank my family for sticking with me through this arduous journey and for providing their never-ending support.

About the Reviewers

Michael Nemtsev is an ex-Microsoft MVP in .NET/C# and SharePoint Server 2010 (2005 to 2011).

Michael's expertise is in Enterprise Integration and Platform & Collaborations areas and he is currently working as a Senior Consultant at Microsoft in Sydney, Australia, helping clients to improve business collaboration with SharePoint 2010 and Office365.

Doug Ortiz is an Independent Consultant whose skill set encompasses multiple platforms such as .NET, SharePoint, Office, and SQL Server.

He possesses a Master's Degree in Relational Databases and has over 20 years of experience in Information Technology, of which half are in .NET and SharePoint. His roles have ranged from architecture, implementation, administration, disaster recovery, migrations, development and automation of information systems, both in and outside of SharePoint.

He is the founder of Illustris, LLC and can be reached at: <[email protected]>.

Interesting aspects of his profession include:

He has experience integrating multiple platforms and products with the purpose of sharing data

He has improved, salvaged, and architected projects by utilizing unique and innovative techniques

When not working, his hobbies include yoga and scuba diving.

I would like to thank my wonderful wife Mila for all her help and support, as well as Maria and Nikolay.

I would also like to thank everyone at Packt Publishing for their encouragement and guidance.

Wei Chung, a Technical Lead in BizTalk and .NET and an MCT, MCPD, MCITP, MCTS, MCSD.NET, works with ResMed (NYSE: RMD), at its Kuala Lumpur, Malaysia, campus. He is also a member of PMI, certified as a PMP. He started working on Microsoft .NET since its early career and has been involved in development, consultation, and corporate training in the area of business intelligence, system integration, and virtualization. He has also worked for the Bursa Malaysia (formerly Kuala Lumpur Stock Exchange) and previously for Shell IT International, which provided him with rich integration experience across different platforms.

He strongly believes that a great system implementation delivers precious value to the business, and integration of various systems across different platforms will always be a part of this; just as people from different and diverse cultures live together in most of the major cities, in harmony.

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Preface

This book will dive into a diverse set of real-world scenarios to deliver sample business solutions that can serve as the foundation for your own solutions. It draws from the author's extensive experience with SharePoint to leverage the platform's underlying services to provide solutions that can support social collaboration, content and document management, as well as project collaboration. Each chapter represents a new business solution that builds on the overall platform to deliver more complex solutions and more advanced techniques. By the end of the book, the reader will understand how to leverage the SharePoint platform to build their own business solutions.

What this book covers

Chapter 1, Building an Effective Intranet: An Effective Intranet Site for your organization that maximizes the site's ability to aggregate content and is highly effective at communicating important messages.

Chapter 2, Building an Out of Office Delegation Solution: A Workflow Out of Office Solution that allows users to manage their out of office dates and automate task assignments to a delegated resource.

Chapter 3, Building an Enterprise Content Management Solution: An Enterprise Content Management solution designed to support large scale document repositories with the ability to route documents automatically between site collections based on metadata attributes along with custom solutions for surfacing the relevant content.

Chapter 4, Building an Engaging Community Site: An Engaging Community Site including custom features that can be used to enhance collaboration and provide an information sharing system.

Chapter 5, Building a Site Request and Provisioning System: A Site Request and Provisioning System that supports automated site provisioning for user requested sites in a way that supports complex dynamic feature activation and configuration.

Chapter 6, Building a Project Site Template: An overview of the template methods available with SharePoint along with a detailed approach for creating web templates in order to create a project site template to support project initiatives and track Issues, Tasks, and Contacts.

Chapter 7, Building a Project Management Main Site: A Project Management Main Site demonstrating a solution that can aggregate the key metrics and status information from the project management sites created in the previous chapter.

Chapter 8, Building a Task Rollup Solution: Create custom Web Parts that can aggregate tasks from the specified sites.

Chapter 9, Building a Site Directory with SharePoint Search: Solutions to leverage SharePoint Search to provide an optimized experience making it easier for users to search and discover relevant sites.

Bonus Chapter, Understanding SharePoint Development Choices: This chapter provides a brief overview of the different customization options that are available, tools that can be used to create them, as well as some additional considerations when choosing a development path.

You can download the Bonus Chapter from: http://www.packtpub.com/sites/default/files/downloads/SharePoint_development.pdf

What you need for this book

This chapter will require the following software:

SharePoint Server 2010 Enterprise

Visual Studio 2010 Professional

SharePoint Designer 2010

Who this book is for

This book is for SharePoint developers, consultants, and administrators who want to build a range of SharePoint solutions that extend the SharePoint platform, and see how to apply the many available SharePoint features in different scenarios.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their