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SharePoint Office 365 Dev 100 Training. By: Toby McGrail Sr. Software Engineer. Agenda. Introduction What is a Web Part Page? What is a Web Part and App? Web Part Zones OOB Web Parts How to Add an App or Web Part Move a Web Part on a Page Minimize or Restore a Web Part on a Page
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SharePoint Office 365 Dev 100 Training By:Toby McGrailSr. Software Engineer
Agenda • Introduction • What is a Web Part Page? • What is a Web Part and App? • Web Part Zones • OOB Web Parts • How to Add an App or Web Part • Move a Web Part on a Page • Minimize or Restore a Web Part on a Page • Delete a Web Part on a Page • Questions?
Introduction • My name is Toby McGrail and I have been a Senior SharePoint Administrator over the last three years however been deeply involved in SharePoint for 8 years and counting. • Outside of SharePoint I have balanced lifestyle that includes my family, friends, and Fitness. Fitness and SharePoint are my passion. • Over 20 years IT Experience
Web Part Pages • Web Part Page is a special type of Web page that consolidates data, such as lists and charts, and Web content, such as text and images, into a dynamic information portal built around a common task or special interest. • Web Part Pages present a variety of structured and unstructured information in an organized, useful, and convenient way. Instead of spending a lot of time repetitively accessing many Web pages and data sources, you can save time by organizing this disparate information into a single, integrated Web page that can also expose details or links to other Web pages as needed. • The way you organize information from different sources into a single, integrated Web page is by using Web Parts. Web Parts are an integrated set of controls for creating Web sites that enable you to modify the content, appearance, and behavior of Web pages directly from a browser. Microsoft Office SharePoint with a large set of prebuilt Web Parts that are designed to be used for different purposes when creating your Web Part Page.
What is a Web Part and App Core Features • Web Part, also called a Web Widget, is an ASP.NET server control which is added to a Web Part Zone on Web Part Pages by users at run time. The controls enable end users to modify the content, appearance, and behavior of Web pages directly from a browser. It can be put into certain places in a web page by end users, after development by a programmer. • Web Parts can be used as an add-on ASP.NET technology to Windows SharePoint Services. • In SharePoint Online also known as Office 365 and SharePoint 2013 Web Parts have been renamed to APPS. So if you see add an App or Add a Web Part it is essentially the same thing • Web Parts are basically just a snap shot of information that allows a user to see multiple types of data on a page.
Web Part Zones • Web Part zones are containers of Web Parts that are used to group and organize Web Parts on a Web Part Page. Web Part zones also have a set of properties that serve a dual-purpose. You can use one subset of properties to organize the layout and format of Web Parts on the Web Part Page. You can use another subset of properties to provide an additional level of modification protection (or "lock down") of the Web Parts within the zone. • The Web Part zone properties each have default settings or behaviors. As you add Web Parts to the Web Part page, you automatically set some of these property values. Although these property values are not designed to be edited in the browser, you can modify them by using an HTML editor compatible with Microsoft Windows SharePoint Services , such as SharePoint Designer.
Out of the Box SharePoint Web Parts • Now lets take a look at the Web Parts that are provided out of the box. Remember that I all the Features are not turned on you may not see all of them. • The web parts form the basic components that can be used to build quite sophisticated sites without requiring any custom code or development. • Some web parts are also not installed into the web part gallery by default. You may have to go looking for them in the New Web Parts page. To do this, from the web part gallery for your site, select the Documents tab in the ribbon and click on the New Document button. This will take you to a page where you can select web parts that are installed but not necessarily added to the web part gallery. The file names that are listed do not always correspond to the web part name, so I have listed the filename as well as the name in the table below. • Don't forget that you can configure a web part and save it to your web part gallery with a new name. This makes it even easier for end users to add web parts that you have pre-configured for them. • Web Part Name Category and Filename
Add a Web Part to a Web Part Page • To edit a page you must have at least the permissions obtained by being added to the default <Site Name> Members SharePoint group for the site. • From a page, look for and click the Edit command. Note If the Edit command is disabled, you may not have the permissions to edit the page. Contact your administrator. • Click on the page where you want to add a Web Part, click the Insert tab, and then click Web Part.
Add a Web Part to a Web Part Page • Under Categories, select a category, such as Apps, select the Web Part that you want to add to the page, such as Site Assets, and then click Add. When you select a Web Part, information about the web part is displayed in About the part. When you have finished editing the page, on the Format Text tab, click Save.
Move a Web Part to a Web Part Page • From a page, look for and click the Edit commandNote If the Edit command is disabled, you may not have the permissions to edit the page. Contact your administrator. • On the page, select the Web Part. • For a wiki type of page, also referred to as a content page: • In the Format Text tab, click Cut or use the Ctrl X keyboard shortcut. • Click on the page where you want to move the Web Part. • In the Format Text tab, click Paste or use the Ctrl V keyboard shortcut. • For Web Part pages, select the Web Part and drag it to desired location on the page. • When you have finished editing the page, on the Format Text tab, click Save.
Deleting a Web Part from a Page • Note: This procedure does not delete the Web Part from the site. It only deletes it from the page • From a page, look for and click the Edit command • Point to the Web Part that you want to remove from the page, click the down arrow and then click Delete. • When you have finished editing the page, on the Format Text tab, click Save
Minimize or Restore aWeb Part • You can configure a Web Part to be minimized by default on a page. You might do this if a page seems crowded. The readers of the page can restore the Web Part while they are reading the page. If they close and then reopen the page, the Web Part will be minimized again. • From a page, look for and click the Edit command • On the page, point to the Web Part, click the down arrow, and then click Minimize. You restore a list or library the same say.
Minimize or Restore aWeb Part • When you have finished editing the page, on the Format Text tab, click Save. • The following image is an example of a page where the Site Feed web part is minimized.
Editing a Publishing Site • One of the first tasks you want to perform in a new SharePoint 2010 publishing site is to create new web pages or edit the pages provided in the site template. Pages in a publishing site are created automatically in the Pages library. This library is preconfigured with approval workflows. • You can create new publishing pages only in the Pages library. This means all your pages have the word Pages in their web addresses. There’s no way around this if you want to use publishing pages. You can create folders in the Pages library, which is useful if you have a set of pages you want to manage separately but don’t want to create a new subsite. • To create a new page in a publishing site: • Browse to the site where you want to create the new page and then choose Site Actions→NewPage. • The New Page dialog box appears. • Enter a new filename for your page in the New Page Name field. • Any spaces are converted to a dash. Do not use spaces in your filenames. • Click the Create button. • SharePoint creates a new page and displays it in Edit mode. • You can edit pages by choosing Site Actions→Edit Page. Alternatively, browse to the Pages library any time you want to manage multiple pages.
Editing a Team Site • A SharePoint 2010 team site creates a home page that you can modify to better meet your team’s needs. You can add text or images, or display your announcements, tasks, or calendar items. • You must be logged into your site as a user with permissions to modify the site’s pages. That usually means you need to belong to the site’s Members group. • The site’s Members group has contribute permissions by default, which includes add, edit, and delete. • The home page of a team site is a wiki page. Wiki pages provide a richer content editing experience than Web Part pages. • To put the home page in Edit mode: • 1.Browse to the home page of your team site and then click the Page tab in the Ribbon. • The Ribbon displays a set of editing options for the web page. • Click the Edit button in the Edit section of the Ribbon. • The page appears in Edit mode. • If you want to lock the page so no one else can edit it at the same time, click the Check Out button in the Edit section of the Ribbon before placing the page in Edit mode. • With the page in Edit mode, you can place your cursor anywhere inside the rectangular boxes in the page’s body to edit the content. For example, to change the default text that appears on the home page, with your page in Edit mode, do the following: • Place your cursor in front of the Welcome . . . text. • Delete the placeholder text and type your new text. • Use the formatting options displayed in the Ribbon’s Format Text tab to apply changes to your text, such as changing the font and adding bullet points.
Questions • Do you have any questions? • My Blog • http://sptoby.com • Contact Information: • Toby McGrail – Toby@sptoby.com