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SharePoint Branding Guidance Kanwal Khipple Enterprise Architect Navantis
Audience Introduction to Branding Designers Developers Information Workers Level 100
Who am I? Enterprise Architect for  Navantis 5 years of SharePoint consulting experience MVP             for SharePoint Server Contact Details http://www.kanwalkhipple.com kanwal@khipple.com @kkhipple on twitter http://www.sharepointbuzz.com @sharepointbuzz on twitter 416-888-7777 http://www.sharepointbuzz.com @sharepointbuzz on twitter
Welcome! What is Branding? Why Brand SharePoint? Real World Examples New Features in SharePoint 2010 OOTB Customization Tools for Branding Gathering Requirements Upgrade Guidance
What is Branding? Make SharePoint Not Look Like SharePoint Manage your brand image Consistent User Experience 6
Why Brand SharePoint?
What is SharePoint Branding? HTML tags Images Colors Fonts Logos Styles
http://www.wssdemo.com/livepivot/
What’s New SharePoint 2010
The SharePoint 2010 User Interface
WCM Features Browser Support WSIWYG Editor Dialog Boxes Status Bar Notifications Themes Server Ribbon Rich AJAX Interactions Managed Metadata Service Tagging & Rating Content Organizer Client OM
What’s Involved? Taxonomy design Information Architecture Wireframes Design Branding Page Layouts Master Pages HTML, CSS, JavaScript
DEMO SharePoint 2010
MASTER PAGe SharePoint Terminology
Top Navigation Content Frame Footer
Master Pages
Pages using simple.master Login.aspx SignOut.aspx Error.aspx ReqAcc.aspx Confirmation.aspx WebDeleted.aspx AccessDenied.aspx
Other Master Pages Other miscellaneous master pages are generally not manipulated when branding a site.  These include:
What’s new with Master Pages Changes to Master Pages: Placeholders the same between content and application pages Application (_layouts) pages use same site master pages Greater use of DIV/CSS layouts vs. Table Layouts XHTML Strict document type Much better support for Accessibility Cross-Browser support CodePlex: Starter Master Page for SP2010 http://startermasterpages.codeplex.com/ What has not changed: ,[object Object]
Lots and lots of styles
Mostly same list of content placeholders
Inconsistent Web Part markup injection
Same default and custom master page tokensCustom Master Pages: Copy V4.master and tweak Start with Minimal or the *Starter* Master Page
PAGe Layout SharePoint Terminology
Page Layouts
Themes SharePoint Terminology
Anatomy of Themes Location: 14emplatelobalistshemes Packaged using Office Open XML format (.THMX)
Putting it All Together
DEMO SharePoint Master Pages
CUSTOMIZATION OPTIONS
Customization Options In-browser editing E.g. Apply a different master page, hide and target navigational links SharePoint Designer E.g. Create a new master pages, change the style of the navigation Visual Studio 2010 E.g. Create custom Web parts, build custom workflows
Master Pages Three ways to build the custom master pages: From scratch Not recommended as SharePoint 2007 needs a few placeholders to be present in the master page or else the pages will not work. From minimal.master Not recommended for a collaboration intranet You want to use OOB features and controls From default.master Recommended as it provides most of the collaborative controls already present on the master page Master page does have a learning curve though
Tools SharePoint Designer 2010 Visual Studio 2010 Photoshop Balsamiq Mockups Notepad++ Supported Browsers (http://bit.ly/sp2010browsers) Internet Explorer 7 & 8 (32-bit) IE Dev Toolbar (embedded in IE8) Mozilla Firefox 3.6 FireBug (addon to Firefox) Safari 4.04
Wireframes Paper Prototyping Comes First Wireframes Come Second and Must be Shared
DEMO Building a site from scratch
UPGRADING YOUR DESIGNS SharePoint 2007 to SharePoint 2010
Visual Upgrade Visual upgrade allows separation of data upgrade from UI upgrade The UI mode can be changed: PSConfig during upgrade Web Application Site Collection Site Default upgrade UI mode is V3 When upgrading a content database, there is an optional parameter to preserve the old “V3” UI Allows controlling when and how you upgrade your users to the new Ribbon UI, and other new UX features
Attach a WSSv3 content database Preserve the V3 UI Preview site in V4 Upgrade site to V4 Use PowerShell to revert site back to V3 Visual Upgrade
ADVANCED TIPS SharePoint 2010
Accessibility Built-in support for keyboard navigation Web Content Accessibility Guidelines 2.0, WCAG 2.0, and set a goal for Level AA. perceivable, operable, understandable, and robust Proper use of heading structures  (H1, DIV, SPAN, etc.) informational, organizational, and navigational benefits Improved language support  Support for browser zoom settings and OS increase font sizes Dramatically improved the cross-browser support - Doc Types and specify CSS-standards rendering for the master pages Rich text editor - clean markup and a function to convert its content into XHTML.
Advanced Tips & Tricks Show content based on UI version <SharePoint:UIVersionedContentrunat="server" UIVersion="<=3"> Security controlled content <Sharepoint:SPSecurityTrimmedControlrunat="server" Permissions="ManageWeb"> Warn users when they are using an unsupported browser <SharePoint:WarnOnUnsupportedBrowsersrunat="server"/>
DEMO SharePoint Advanced Tips
Performance Goals ,[object Object],Techniques Output Caching Blob Caching Ensure not downloading core.js etc for anonymous users/delay-loading for authenticated. Tools YSlow
Performance CSS Sprites Reduces number of images downloaded from the client browser  improves the overall page loading speed Consolidate JS and CSS files multiple JS or CSS files into single large file  improve the overall resource load times Group CSS files by Browser type Anonymous access for CSS, JS and image files
Performance Cache JS, CSS and image files in browser  Files hosted in SharePoint layouts folder can use MakeBrowserCacheSafeLayoutsUrl() function to render unique url Minificationof JS and CSS removes extra characters and spaces in the JS & CSS files to reduce the file size  improve the download speed Include JS files and CSS files in the header all script references in head tag are loaded after the page is loaded and references in body tag are loaded at the time page load

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Toronto SharePoint Summit 2011 - SharePoint Branding Guidance

  • 1. SharePoint Branding Guidance Kanwal Khipple Enterprise Architect Navantis
  • 2. Audience Introduction to Branding Designers Developers Information Workers Level 100
  • 3. Who am I? Enterprise Architect for Navantis 5 years of SharePoint consulting experience MVP for SharePoint Server Contact Details http://www.kanwalkhipple.com kanwal@khipple.com @kkhipple on twitter http://www.sharepointbuzz.com @sharepointbuzz on twitter 416-888-7777 http://www.sharepointbuzz.com @sharepointbuzz on twitter
  • 4. Welcome! What is Branding? Why Brand SharePoint? Real World Examples New Features in SharePoint 2010 OOTB Customization Tools for Branding Gathering Requirements Upgrade Guidance
  • 5.
  • 6. What is Branding? Make SharePoint Not Look Like SharePoint Manage your brand image Consistent User Experience 6
  • 8. What is SharePoint Branding? HTML tags Images Colors Fonts Logos Styles
  • 9.
  • 10.
  • 11.
  • 12.
  • 15. The SharePoint 2010 User Interface
  • 16. WCM Features Browser Support WSIWYG Editor Dialog Boxes Status Bar Notifications Themes Server Ribbon Rich AJAX Interactions Managed Metadata Service Tagging & Rating Content Organizer Client OM
  • 17. What’s Involved? Taxonomy design Information Architecture Wireframes Design Branding Page Layouts Master Pages HTML, CSS, JavaScript
  • 19. MASTER PAGe SharePoint Terminology
  • 20. Top Navigation Content Frame Footer
  • 21.
  • 23. Pages using simple.master Login.aspx SignOut.aspx Error.aspx ReqAcc.aspx Confirmation.aspx WebDeleted.aspx AccessDenied.aspx
  • 24. Other Master Pages Other miscellaneous master pages are generally not manipulated when branding a site. These include:
  • 25.
  • 26. Lots and lots of styles
  • 27. Mostly same list of content placeholders
  • 28. Inconsistent Web Part markup injection
  • 29. Same default and custom master page tokensCustom Master Pages: Copy V4.master and tweak Start with Minimal or the *Starter* Master Page
  • 30. PAGe Layout SharePoint Terminology
  • 32.
  • 34.
  • 35. Anatomy of Themes Location: 14emplatelobalistshemes Packaged using Office Open XML format (.THMX)
  • 36. Putting it All Together
  • 39. Customization Options In-browser editing E.g. Apply a different master page, hide and target navigational links SharePoint Designer E.g. Create a new master pages, change the style of the navigation Visual Studio 2010 E.g. Create custom Web parts, build custom workflows
  • 40. Master Pages Three ways to build the custom master pages: From scratch Not recommended as SharePoint 2007 needs a few placeholders to be present in the master page or else the pages will not work. From minimal.master Not recommended for a collaboration intranet You want to use OOB features and controls From default.master Recommended as it provides most of the collaborative controls already present on the master page Master page does have a learning curve though
  • 41. Tools SharePoint Designer 2010 Visual Studio 2010 Photoshop Balsamiq Mockups Notepad++ Supported Browsers (http://bit.ly/sp2010browsers) Internet Explorer 7 & 8 (32-bit) IE Dev Toolbar (embedded in IE8) Mozilla Firefox 3.6 FireBug (addon to Firefox) Safari 4.04
  • 42. Wireframes Paper Prototyping Comes First Wireframes Come Second and Must be Shared
  • 43. DEMO Building a site from scratch
  • 44. UPGRADING YOUR DESIGNS SharePoint 2007 to SharePoint 2010
  • 45. Visual Upgrade Visual upgrade allows separation of data upgrade from UI upgrade The UI mode can be changed: PSConfig during upgrade Web Application Site Collection Site Default upgrade UI mode is V3 When upgrading a content database, there is an optional parameter to preserve the old “V3” UI Allows controlling when and how you upgrade your users to the new Ribbon UI, and other new UX features
  • 46. Attach a WSSv3 content database Preserve the V3 UI Preview site in V4 Upgrade site to V4 Use PowerShell to revert site back to V3 Visual Upgrade
  • 48. Accessibility Built-in support for keyboard navigation Web Content Accessibility Guidelines 2.0, WCAG 2.0, and set a goal for Level AA. perceivable, operable, understandable, and robust Proper use of heading structures (H1, DIV, SPAN, etc.) informational, organizational, and navigational benefits Improved language support Support for browser zoom settings and OS increase font sizes Dramatically improved the cross-browser support - Doc Types and specify CSS-standards rendering for the master pages Rich text editor - clean markup and a function to convert its content into XHTML.
  • 49. Advanced Tips & Tricks Show content based on UI version <SharePoint:UIVersionedContentrunat="server" UIVersion="<=3"> Security controlled content <Sharepoint:SPSecurityTrimmedControlrunat="server" Permissions="ManageWeb"> Warn users when they are using an unsupported browser <SharePoint:WarnOnUnsupportedBrowsersrunat="server"/>
  • 51.
  • 52. Performance CSS Sprites Reduces number of images downloaded from the client browser improves the overall page loading speed Consolidate JS and CSS files multiple JS or CSS files into single large file improve the overall resource load times Group CSS files by Browser type Anonymous access for CSS, JS and image files
  • 53. Performance Cache JS, CSS and image files in browser Files hosted in SharePoint layouts folder can use MakeBrowserCacheSafeLayoutsUrl() function to render unique url Minificationof JS and CSS removes extra characters and spaces in the JS & CSS files to reduce the file size improve the download speed Include JS files and CSS files in the header all script references in head tag are loaded after the page is loaded and references in body tag are loaded at the time page load
  • 54.
  • 58. XSLT
  • 60. Silverlight Provides expert tips, techniques, and insights from the author team of SharePoint 2010 branding experts
  • 61. SharePoint Branding SharePoint can be transformed into whatever you want
  • 62. Your Feedback Is Very Important To Me Toronto SharePoint Summit 2011 Topic: SharePoint Branding Guidance http://www.kanwalkhipple.com Thank you!