Transcript Migratory Patterns of SharePoint

Welcome to the
Minnesota SharePoint
User Group
May 9th, 2012
Mirror, Mirror on the Wall – It’s all about SharePoint Web Parts
Beth Beck & Donald Donais
http://www.sharepointmn.com
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Agenda
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Introductions
Let’s Start from the Beginning
Using Web Parts to Support Best Practices
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Cool & Advanced Web Parts and Properties
Surveys and Giveaways
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Reminder - Online Participants take Survey to be eligible for
giveaway
Survey link on front page
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User Group Goal / Objectives
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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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Introductions – MNSPUG Sponsors
Avtex (www.avtex.com)
• Technology consulting company
• Practice area focused on SharePoint
Benchmark Learning (www.benchmarklearning.com)
• Training on many technologies
Microsoft (www.microsoft.com)
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
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www.SharePointMN.com
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Website for user group
SharePoint resource documents
SharePoint resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
• [email protected]
www.sharepointmn.com
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Social Networking
• Linked In group – The most interactive… includes job postings…
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Post Job Posting on the Jobs Discussion page
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http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
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Upcoming Schedule
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Next Meeting
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June 13th 9:00 AM to 11:30 AM
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Microsoft Technology Center
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Check www.SharePointMN.com for updates!
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Upcoming Topics include: SharePoint Branding, TechED 2012 Re-cap,
SharePoint Business Intelligence
• Ongoing Schedule
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2nd Wednesday of every month
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9:00 to 11:30 am
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Microsoft Technical Center - Edina
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Local and Online Events
Microsoft Webcast Calendar of Events
http://www.microsoft.com/events/webcasts/calendar/monthview.aspx#filter
SharePoint ShopTalk (Online) – Every Thursday @ 11:30 AM
http://sharepointshoptalk.blogspot.com/
SharePoint Legal Users Group – 3rd Thursday @ 12:00 to 1:00 p.m.
http://sharepointmnlegal.com
Minnesota Developers SharePoint Users Group – 4th Wednesday@ 8:30 to 10:30 a.m.
http://mndevspug.com
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We Want You!
• MN SharePoint User Group looking for speakers
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You know something about SharePoint
Someone you know, knows something about SharePoint
Speak about something you implemented
• Email: [email protected]
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Name
Contact Information
Background Information
Subjects comfortable talking about
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Surveys & Giveaways!
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Presenters
http://www.sharepointmn.com
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Quick Intro
Beth Beck
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SharePoint Consultant
Chicago Bears Fan
@beargal34
http://blog.avtex.com/author/bbeck
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Quick Intro
Donald Donais
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SharePoint Consultant
Drummer
@dondonais
talesfromitside.wordpress.com
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Let’s Start at the Beginning
http://www.sharepointmn.com
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SharePoint Web Part?
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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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Crawl, Walk, Run…
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Web Parts
Crawl:
• SharePoint List and Libraries
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Change Views
• Out of the Box Web Parts
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Depending upon SharePoint version
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Web Parts
Walk:
• Content Query Web Parts
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Modify the XSLT
• SharePoint Designer
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Data View Web Parts
• 3rd Party Web Parts
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CodePlex
Armein
Bamboo
Many others!
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Web Parts
Run:
• Utilizing BCS/BDC Web Parts
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SharePoint 2007 – Business Data Connection (BDC)
SharePoint 2010 – Business Connectivity Service (BCS)
• Visual Studio
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Developing .NET web parts
Tie into 3rd Party LOB applications
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Web Parts - Planning
• Information Architecture
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Structure of your SharePoint environment
Includes the way you access information
Includes the way you navigate the environment
• Should look at the following
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Business Context
Content
Users
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Business Context
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Goals and Vision for the Organization
Organizational Structure or Not
Business Processes
Ever Changing Entity within the Company
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Content – The Five W’s
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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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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
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Wireframing
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Information Architecture Examples
Content
SharePoint Feature / Construct
Details
Site Content
Left hand navigation.
Out of the Box Quick Launch - IA
Employee Links
Content is stored within the HR site in a links list.
Content Query Web Part – using
custom XSLT
Site Contact
Contact information for the current site. This can include
either the department head or SharePoint Site Owner.
Contact Details web part
Congratulations
Display important events happening with the employees of
the organization.
Content Query Web Part – display
custom list of information
What’s Your Weather?
Display weather according to the city where you work.
Amrien AD Weather web part –
configured to use Active Directory
City
New Employee Resources Information pertaining to the New Employee On-Boarding
process.
Content Query Web Part – display
document library found in HR site
Popular or Top Docs
Documents 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
Calendar
Aggregation of calendars from the various departments in
the site collection
List View of SharePoint calendar
using SP 2010 calendar overlays
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General Knowledge
http://www.sharepointmn.com
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Terminology
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Web Part
Web Part Page
Web Part Zone
Wiki Pages
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SharePoint 2007 – Web Part Inventory
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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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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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Web Part General Properties
• Appearance
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Title
Height and Width
Chrome
• Layout
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Hidden
Zone
• Advanced
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Web Part mgt. settings
Target Audiences
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Web Part Maintenance Page
• Web Parts may become and issue
• Close vs. Deleted
• ?contents=1
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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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Web Part Connections
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Using Web Parts to Support Best
Practices
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Web Part Legend
SharePoint 2007
Standard Edition
SharePoint 2010
Enterprise Edition
All Editions
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Web Parts Discussed
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Table of Contents
I Need To
Content Editor
Announcements List
Contact Details
Relevant Documents
Summary Links
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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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I Need To Web Part
• Best Practice – Display many organizational links
• 2007 Web Part, but still available in 2010
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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
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Create an I Need To list template if you plan to use this throughout
site collection
Pay special attention to case sensitivity
Title: Use the default
URL: use the URL Base column in SP2010
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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I Need To – Create the List
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I Need To – Create the Web Part
• Export “I Need To” from 2007 / Upload to 2010
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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
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Click the Choice or Filter drop-downs
Refresh the page a few times
May see this error
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Add Web Part to Page
Configure Web Part
Apply/OK Web Part
Make your choice and….
….Voila!
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Content Editor Web Part (CEWP)
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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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1. jQuery files reference in SharePoint
2. jQuery .txt file in CEWP
http://www.sharepointmn.com
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3. jQuery Accordion Widget in SharePoint
http://www.sharepointmn.com
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Content Editor Web Part
http://www.sharepointmn.com
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Announcements List
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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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Contact Details
• Best Practice – Site Owner Contact Info
• One person per Contact Details
• Options
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Display Contact Picture
Display Contact Job Title
• OCS/Lync Presence
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Relevant Documents
• Best Practices – Helps to locate documents the user is
currently working on
• Options include
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Modified by
Created by
Checked out
Display a link to document
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Summary Links
• Best Practice – Links to various resources that can be styled
• Can be used in the Welcome page layouts
• Two options for configuration
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Standard options
Configuration option
• Styles & Layout
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Summary Links Web Part
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Break
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Cool & Advanced Web Parts &
Properties
http://www.sharepointmn.com
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Web Parts Discussed
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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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Media Player
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Standard Web Part Properties
Media Ribbon
Easily add video/audio
Upload or find content
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Excel Web Access
• Works with Excel Services
• Display published components
• Interaction is Possible
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Different for 2007 vs. 2010
Parameter Task Pane
Pivot Table
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Media & Excel Services
http://www.sharepointmn.com
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Chart Web Part
• Charts can be created from variety of data locations
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Another web part through connection
SharePoint List
Business Connectivity Services
Excel Services – Named Range
• Can Filter and Aggregate Data
• Chart Look and Feel similar to
Excel Charts
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Chart Web Part - Options
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KPI/Status Web Part
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Key Performance Indicator of a particular metric
Measure against Warning and Goal
Works in conjunction with KPI/Status List
Data can be pulled from
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SharePoint List
Excel Spreadsheet
SQL Server Analysis Services (SSAS)
Manual Entry – Fixed Value
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KPI/Status Web Part
http://www.sharepointmn.com
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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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Types of Filter Web Parts
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Description
Text filter
A text value that can be any string, including letters, characters, and numbers
Date filter
A date value of month, day, and year. A user can also enter the exact date by clicking a
date picker button
Choice filter
A predefined list of values and optional descriptions, such as product or status codes
Current user
The 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 list
A 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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Types of Filter Web Parts – cont’d
Name
Description
Query String (URL) Filter
Part of a URL that contains a filter which
sends filter information to the page that
you’re viewing.
Others
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Query String (URL) Web Part Examples
• Started with Patent Library > AllItems.aspx
• Added Query String (URL) web part
• Configure web part:
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Query String Parameter Name
Create connection to Patent Library
Enter consumer field name: “patentChoice” column
• Next slide: Query String (URL) example:
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Quick way to display data rather than lots of views
Caveat: because this web part was added to the AllItems.aspx page,
future views will be based on this “default” view.
Solution: may need to remove from new views
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Filter Web Parts
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Content Query Web Part (CQWP)
• Microsoft’s definition
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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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Steps to customize the 2007 CQWP/XSLT – Part 1
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Add CQWP to page
Configure CQWP to query site collection, site, specific list
Set Properties such as Filter, Sort, Limit
Customize CQWP to include additional page fields
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Tell the web part to ask for those fields
Enter those fields in the styles used by CQWP web part (e.g. ItemStyle.xsl)
• Export the web part
• Find the “CommonViewFields" property
• Add "Internal name of field", followed by a comma, followed by the type
of the field
• Save the web part and import back to the site
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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…
• <indent>First section (the part that begins with an
"xsl:variable") processes the data, proper format
• <indent> Second section (Table) renders HTML, includes data
• Edit web part > Properties > change Item Style
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Process Data/Properly format
Render HTML/Data
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Steps to customize the 2007 CQWP/XSLT – Part 3
• Edit web part > Properties > change Item Style
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Content Query Web Parts
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3rd Party Web Parts
• Sharevolution - http://www.sharevolutionhq.com/
• SharePoint Market - http://www.thesharepointmarket.com/
• CodePlex – www.codeplex.com
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Google Maps in SharePoint 2007
SharePoint Access Checker Web Part - SP 2007
SharePoint 2010 Blog Site Archives Web Part
ChartPart for SharePoint – SP 2007
• Bamboo - http://store.bamboosolutions.com/BambooMainWeb/default.aspx
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Chart Plus Web Part – SP 2007 & 2010
List Rollup Web Part – SP 2007 & 2010
World Clock and Weather Web Part – SP 2007 & 2010
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3rd Party Web Parts
• Amrien Engineering–
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Weather AD Enterprise Version
Staff Directory – SP 2007 & 2010
Microblog/Chat – SP 2010
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Q&A
http://www.sharepointmn.com
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Last But Not Least
• Please Fill Out Evaluations
• Drawings for Giveaways
• Today’s Presenters:
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Beth Beck
Don Donais
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Thanks for coming!
http://www.sharepointmn.com
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