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Practical SharePoint 2010
Branding and
Customization
■ ■ ■
Erik Swenson
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Practical SharePoint 2010 Branding and Customization
Copyright © 2011 by Erik Swenson
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I dedicate this book to my wife, Karissa, for supporting me through this long process and to my boys,
Gavin and Bryce, for encouraging me to always do my best.
—Erik Swenson
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v
Contents at a Glance
About the Author xix
About the Technical Reviewers xx
Acknowledgments xxi
Introduction xxii
■
Chapter 1: Intro to SharePoint 2010 Branding 1
■
Chapter 2: Overview of UX/Branding Process 21
■
Chapter 3: Gathering Branding Requirements 43
■
Chapter 4: Creating the Visual Design 65
■
Chapter 5: Development Environment Setup 85
■
Chapter 6: Building the Design 101
■
Chapter 7: Testing the Visual Build 145
■
Chapter 8: Tips and Tricks 169
■
Chapter 9: Tools and Resources 205
■
Appendix: CSS Reference Guide 219
Index 319
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vi
Contents
About the Author xix
About the Technical Reviewers xx
Acknowledgments xxi
Introduction xxii
■
Chapter 1: Intro to SharePoint 2010 Branding 1
Why Brand SharePoint? 1
Key Topics and Guiding Principles 2
What to Expect and Things to Know 2
Identify the Support Team 2
Seek a SharePoint Community 2
Understand That All Projects Are Different 3
Rely On Multiple Roles for Support 3
Understand the Project Scope 3
Take It One Step at a Time 3
Don’t Skip Ahead 3
Don’t Be Intimidated by SharePoint 4
Learn the Basic Features of SharePoint 4
Remember the 80/20 Rule 4
Have Fun 4
Try New Things 5
Identify the Design Types 5
Look Out for Pitfalls 5
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■ CONTENTS
vii
Know Your Branding Limitations 5
Work With SharePoint, Not Against It 5
Make a Great First Impression 5
Be Prepared 6
Maintain Brand Consistency 6
Allocate Time for Testing 6
Don’t Expect to Get It Right on the First Shot 7
Know That There Is Never One Way to Do Something 7
Try Not to Take Shortcuts 7
Understand the Purpose of the Site 7
Make SharePoint Not Look like SharePoint 7
Keep Up With Design Trends 8
Offer Mobile Support 8
Provide Accessibility 8
Learn Application Shortcuts and Quick Keys 8
Avoid CSS Overload 8
Save Often and Create Backups 8
Basic HTML 9
Cascading Style Sheets 9
Color Formats 12
CSS Property Tags 13
SharePoint Master Pages 19
SharePoint Page Layouts 19
Summary 20
■
Chapter 2: Overview of UX/Branding Process 21
The 4 Ds 22
Discovery 22
Definition 25
Design 30
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■ CONTENTS
viii
Development 31
Roles and Responsibilities 33
Business Analyst 34
Information Architect 37
Visual Designer 39
Front-End Developer 40
Summary 41
■
Chapter 3: Gathering Branding Requirements 43
Key Questions to Ask 44
The Value of Referencing Other Designs 48
Things to Watch Out For 52
Generating Creative and UX Discovery Briefs 53
Creative Brief 54
UX Discovery Brief 56
Estimating Effort Level and Time Required 56
L1: Basic Theme 56
L2: Brand Adaptation 58
L3: Custom Brand Adaptation 60
L4: Custom Design 61
Summary 63
■
Chapter 4: Creating the Visual Design 65
Design Preparations 66
Review Final Wireframes 66
Review Requirements 68
Review UX/Creative Brief 68
Establish Review Cycles and Schedules 68
Creating the Design 68
Create Sketches 69
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■ CONTENTS
ix
Photo-Editing Tools 69
Base SharePoint Design 70
Adobe Photoshop Basics 71
Design Grids 75
Base Shell Styles 77
Web Part Styles 79
Content Frame 79
Final Polish 80
Conducting Design Reviews 81
What to Include 82
How to Organize 82
Who Should Attend 83
Summary 83
■
Chapter 5: Development Environment Setup 85
Virtual Environment or Physical Server 86
Choosing Your SharePoint Edition 86
SharePoint Foundation (free) 87
SharePoint Server 2010 (Standard) 88
SharePoint Server 2010 (Enterprise) 88
Running SharePoint on Windows 7 89
Virtualization 89
Server Configurations 90
Minimum Required Specifications (Development) 90
Standalone vs. Server Farm 91
Minimum Requirements for Branding 91
Remote Desktop 92
Required Access Levels 93
Features That Affect Branding 93
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[...]... Fortune 500 web site based on SharePoint, Practical SharePoint 2010 Branding and Customization is the only book you'll need to quickly, easily, and efficiently brand and customize your environment Who This Book Is For This book is for anyone who works within SharePoint sites and wants to make changes to how those sites look, whether they're minor changes or wholesale branding and customization efforts As... all of your support and contributions xxi Introduction Practical SharePoint 2010 Branding and Customization cuts through the fluff and discusses accessible, easy-to-understand consulting and processes to create aesthetically pleasing, highly usable branded and customized SharePoint web sites Designed to be a quick-reference how-to guide that lets you dive straight into the task at hand, you'll find this... Swenson, Practical SharePoint 2010 Branding and Customization © Erik Swenson 2011 1 CHAPTER 1 ■ INTRO TO SHAREPOINT 2010 BRANDING Questions about whether design is necessary or affordable are quite beside the point: design is inevitable The alternative to good design is bad design, not no design at all Key Topics and Guiding Principles As you explore the branding process, keep the following key topics and. .. to detail and pragmatism make it an attractive companion during your branding experience SharePoint 2010 deployments are more common than ever, as is the desire to make the environment branded and attractive to your needs However, since SharePoint is more than just a collection of web pages, customizing the look and feel and completing the process of branding the platform itself is complex and requires... changes to all sites and pages, you can simply edit the styles of the CSS and it automatically updates all areas where that CSS file is referenced and the class or ID is used For example, if you remove all CSS references in SharePoint, then the site branding is stripped down to just text and icons, as shown in Figure 1-2 9 CHAPTER 1 ■ INTRO TO SHAREPOINT 2010 BRANDING Figure 1-2 SharePoint 2010 with no style... all of these roles and tasks are achieved in a well-organized manner As an Executive, Stakeholder, Information Worker, or other role within a project with branding you will get a better understanding of the benefits that come with branding a SharePoint 2010 site and its return on investment How This Book Is Structured This book is structured based on the process by which the visual branding is created... issues that come up Explore blogs and forums, and attend a conference if you can Start networking 2 CHAPTER 1 ■ INTRO TO SHAREPOINT 2010 BRANDING Understand That All Projects Are Different No two projects are the same They might have similar features and functionality but differ entirely in brand approach The scope and length of the project also determine how much customization you can apply to your... interaction between the tester and the participant 6 CHAPTER 1 ■ INTRO TO SHAREPOINT 2010 BRANDING Don’t Expect to Get It Right on the First Shot Branding SharePoint takes patience When working with CSS you often make multiple passes at creating the design Refer to your style guide and plan ahead Be organized and take it slow If you rush you might end up missing key style attributes and end up having to do... SharePoint 2010 Branding What’s In This Chapter? • Why Brand SharePoint? • Key Topics and Guiding Principles • What to Expect and Things to Know • Basic HTML • Cascading Style Sheets • SharePoint Master Pages Whether you are starting your first SharePoint branding project or you have done it all before, this book helps guide you down the right path towards success There are many things to consider and prepare... of SharePoint Before you start defining your portal it is critical that you understand the basic features of SharePoint and how it works Get access to a development environment or online lab and explore ways in which you can edit and customize sites In SharePoint 2010 the inclusion of the ribbon takes some time to get used to The ribbon is used for list and library management—for example, uploading and .
Practical SharePoint 2010
Branding and
Customization
■ ■ ■
Erik Swenson
www.it-ebooks.info
Practical SharePoint 2010 Branding. xxii
■
Chapter 1: Intro to SharePoint 2010 Branding 1
■
Chapter 2: Overview of UX /Branding Process 21
■
Chapter 3: Gathering Branding Requirements 43
■
Chapter
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