TIBCO NimbusTM SharePoint Customization Guide. Software Release March 2015

Transcription

1 TIBCO NimbusTM SharePoint Customization Guide Software Release March 2015

2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright law s and treaties. No part of this document may be reproduced in any form w ithout the w ritten authorization of TIBCO Softw are Inc. TIBCO, Tw o-second Advantage and TIBCO Nimbus are either registered trademarks or trademarks of TIBCO Softw are Inc. in the United States and/or other countries. All other product and company names and marks mentioned in this document are the property of their respective ow ners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE RELEASE NOTE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES. Copyright TIBCO Softw are Inc. ALL RIGHTS RESERVED. TIBCO Softw are Inc. Confidential Information

3 Contents 3 Table of Contents Scope Introduction Support What's possible Customizing SharePoint 2007 Overview... of Editing in SharePoint General Modify the main logo and title 10 Modify the navigation and page titles 10 Storyboards Modify the storyboard interface 12 Web... Parts 12 What is a Web Part 12 Import a Web Part 12 Add a Web Part 14 Modify a Web Part 14 Move a Web Part 17 Remove a Web Part 18 Images Create an image library 19 Hyperlink an image 20 Themes Apply a theme 21 Design a theme 21 Customizing SharePoint 2010 Overview... of Editing in SharePoint General Modify the main logo and title 23 Modify the navigation and page titles 24

4 4 SharePoint Customization Guide Storyboards Modify the storyboard interface 25 Web... Parts 25 What is a Web Part 25 Import a Web Part 25 Add a Web Part 27 Modify a Web Part 27 Move a Web Part 31 Remove a Web Part 33 Images Create an image library 33 Hyperlink an image 34 Themes Apply a theme 34 Design a theme 35

5 5 Scope The scope of this document is to provide information and detailed step-by-step instructions in order to allow site administrators to customize a TIBCO Nimbus SharePoint site. For information and instructions on installing and upgrading a TIBCO Nimbus SharePoint integration please consult the Administration Guide that is shipped with the installation CD.

6 6 Chapter 2 Introduction Introduction Microsoft Windows SharePoint Services provides a powerful toolset for organizing information, managing documents, and providing effective collaboration environments, all within a single Web-based environment that integrates easily with desktop applications such as Microsoft Office. TIBCO Nimbus has developed a solution that integrates TIBCO Nimbus Web Server functionality into a SharePoint site, thereby providing users with access to all of the TIBCO Nimbus Web Server functionality through a SharePoint environment. The same access rights apply in the SharePoint interface as they do with the standard Web Server. These rights are defined on a user and user group basis in the Author Client. A SharePoint site can be customized in many different ways. The table below lists a summary of what's covered in this guide. Note: With respect to the Source of Change, SharePoint refers to changes made through the SharePoint interface and Classic Web Server refers to changes made to the normal Web Server installation. Change\ Customization Source of Change Add Images SharePoint Add Custom Text SharePoint Edit Page Add a MSImage.dwp Web Part Edit Page Add a MSContentEditor.dwp Web Part Section SharePoint Edit Page Modify a Web Part SharePoint Edit Page Add a Web Part Remove Web Parts SharePoint Edit Page Remove a Web Part Move Web Parts SharePoint Edit Page Move a Web Part Change Main Logo SharePoint Modify Site Settings Modify the main logo Change Main Title SharePoint Modify Site Settings Modify the main title Change Web Part Titles Add Web Parts Import a Web Part Import a Web Part Modify the navigation and page titles Apply a theme Change Tab Titles Classic Web Server Modify Locale Files Change Theme Colors SharePoint Apply Theme Create and Modify Site Themes Front Page 2003, SharePoint Designer Create and Modify Themes Design a theme Use TIBCO Nimbus Web Parts in Other Pages and Sites SharePoint Import and Add Web Part Import a Web Part

7 7 Support TIBCO Nimbus Support provides the following support for a SharePoint integration: Supported Installation and deployment of the TIBCO Nimbus SharePoint solution Errors in the TIBCO Nimbus Web Parts and sites Creating TIBCO Nimbus sites Removing TIBCO Nimbus sites Updating TIBCO Nimbus sites Changing the themes of TIBCO Nimbus sites Adding non-tibco Nimbus Web Parts to TIBCO Nimbus sites Adding images and text content to TIBCO Nimbus sites Modifying the properties of a TIBCO Nimbus Web Part Deploying a TIBCO Nimbus Web Part on non-tibco Nimbus sites Integrating TIBCO Nimbus with the SharePoint Enterprise Search Using TIBCO Nimbus functionality in a TIBCO Nimbus site Installing or upgrading WSS and MOSS Hardware recommendations for an organization's SharePoint farm SharePoint farm topology recommendations for an organization Designing new SharePoint themes Using web page editors, such as FrontPage and SharePoint Designer, to customize SharePoint sites Modifying TIBCO Nimbus.aspx pages Modifying non-tibco Nimbus.aspx pages Use of Document Libraries, Task Lists, Shared Calendars and other SharePoint functionality

8 8 Chapter 4 What's possible What's possible There are many ways to customize a SharePoint site. The diagram below highlights some of these areas that can be modified.

9 Overview of Editing in SharePoint Customizing SharePoint 2007 Overview of Editing in SharePoint 2007 As a SharePoint administrator there are two routes to edit a SharePoint site; either Edit Page or through the Site Settings. These can be accessed from the menu. Edit Page For a TIBCO Nimbus SharePoint site you can add, remove or update Web Parts to the Home page. When you have finished editing the page, click Exit Edit Mode (under ). Site Settings Assuming you have administrator access rights to the site you are editing, the Site Settings allow you to perform a variety of administrative actions, including: Administer users and permissions, for example add or remove users, edit site groups and change a user's site group membership. Modify the look and feel, for example the title, icon, description, theme. Galleries, for example manage Web Parts, libraries, templates. Site Administration, for example regional settings, site libraries and lists, site features.

10 Chapter 5 Customizing SharePoint General Modify the main logo and title You can change the main logo and title that appears on every page associated with the TIBCO Nimbus site. For example, you may want to use a corporate logo. 1. Click, then Site Settings. 2. Under Look and Feel click Title, description and icon. 3. In the Logo URL and Description section, enter or paste the URL of the image that you want to display. For example, 4. To ensure it works, click Click here to test. 5. In the Title and Description section modify the Title text. 6. Click OK. Modify the navigation and page titles You can modify the navigation titles by editing the particular TIBCO Nimbus Web Server localization file. The localization values also dictate the actual page titles.

11 Modify the navigation and page titles General Open the localization text file for the primary language that is specified in the internet options. In Internet Explorer, from the Tools menu choose Internet Options. On the General tab click Languages. The first language in the list relates to the localization text file that you must edit. For example, if the first language is English (United States) [en-us] then open LocaleText.en-us. The default location of the localization files is: C:\TIBCO Nimbus\Web Server\App\Localisations 2. Edit any of the values, as required. The common navigation link parameters are as follows: Processes Scorecards Storyboards Documents lsprocesses lsscorecards lsstoryboards lsdocuments

12 Modify the navigation and page titles Chapter 5 Customizing SharePoint Actions To-Dos Statement Sets Reports My Searches Diagrams Roles lsactions lstodos lsstatementsets lsreports lstopics lsdiagrams lsroles 3. Save the file and restart the Web Server. Storyboards Modify the storyboard interface The storyboard interface can be modified. 1. Open Skin.html in a text editor, such as Notepad, and modify any of the variables as required. This file is stored in TIBCO Nimbus\Web Server\App. 2. Save Skin.html and restart the Web Server. Web Parts What is a Web Part Web Parts are modular units of information that consist of a title bar, a frame, and content. Web Parts allow you to create personalized user interfaces by simply dragging individual Web Parts onto a Web page. Each Web Part makes certain content or data available on a page, and may also make it possible for the user to work with or modify that data through the browser. By using the Web Parts located on pages in a SharePoint site, users can access data from both inside and outside their organizations. When TIBCO Nimbus is integrated into Windows SharePoint Services, SharePoint administrators can design the default user Home page by adding, renaming and deleting the various Web Parts. Note: Web Parts can only be added and edited on the Home page. Import a Web Part All of the standard TIBCO Nimbus Web Parts are available to add to the Home page. However, if you want to use other Web Parts then you must import them into the site. TIBCO Nimbus Web Parts must also first be imported if you want to use them in other sites. 1. Click, then Site Settings.

13 Import a Web Part Web Parts Under Galleries click Web Parts. Click the drop-down arrow to the right of the button to select to either upload a single Web Part or multiple Web Parts. The remaining instructions will describe how to upload a single Web Part. 4. From the Upload menu choose Upload Document, then click Browse and locate the Web Part. 5. Click OK. 6. Edit any of the details, as required, then click OK. Once a Web Part has been uploaded into the site's Web Part gallery it can be added to the Home page. Imported Web Parts will appear under Miscellaneous in the Add Web Parts dialog. Content Editor Web Part The Content Editor Web Part is a flexible Web Part that allows you to display text, images, hyperlinks and tables. It also offers a number of formatting options. When you add this Web Part you will have the choice of either the Rich Text Editor or the Source Editor to define the content. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12 \TEMPLATE\FEATURES\BasicWebParts\MSContentEditor.dwp Image Web Part The Image Web Part allows you to add an image to a site and includes a number of formatting options. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12 \TEMPLATE\FEATURES\BasicWebParts\MSImage.dwp

14 Import a Web Part 14 Chapter 5 Customizing SharePoint 2007 TIBCO Nimbus Web Parts You can use TIBCO Nimbus Web Parts in other sites by importing them. The default location of TIBCO Nimbus Web Parts is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12 \TEMPLATE\FEATURES\NimbusWebParts Add a Web Part You can add TIBCO Nimbus and non-tibco Nimbus Web Parts to the Home page. Note that non-tibco Nimbus Web Parts must be imported into the TIBCO Nimbus site's Web Part gallery (see Import a Web Part for more information). 1. Click, then Edit Page. 2. Click in the column that you want to add the Web Part to. 3. Select the checkbox(es) of the Web Parts that you want to add, then click Add. 4. When you have finished editing the site click Exit Edit Mode (under ). Modify a Web Part All Web Parts share a set of common properties that allow you to modify attributes for the appearance, layout, and other information, including the Web Part title. A Web Part may also have custom properties that apply only to that Web Part. 1. Click, then Edit Page. 2. On the Web Part header that you want to modify click, then click Modify Shared Web Part. The Web Part settings for the particular Web Part will appear on the right.

15 Modify a Web Part Web Parts When you have finished modifying the Web Part click OK (at the bottom of the settings frame). 4. When you have finished editing the site click Exit Edit Mode (under ). Favorites Web Part Configuration The Favorites Web Part allows you to include and exclude certain list items (processes, documents, measures, storyboards, etc). In the Web Part settings, under Miscellaneous, select or deselect any of the options. Appearance properties Title Height Width Chrome State Chrome Type Specifies the title of the Web Part that appears in the Web Part title bar. Specifies the height of the Web Part. Specifies the width of the Web Part. Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized. Specifies whether the title bar and border of the Web Part frame are displayed.

16 Modify a Web Part 16 Chapter 5 Customizing SharePoint 2007 Layout properties Close the Web Part Hidden Direction Specifies whether the Web Part is open or closed on the page. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part is visible when a user opens the Web Part Page. If this check box is selected, the Web Part is visible only when you are designing the page, and it has (Hidden) added to the title. Specifies the direction of the text in the Web Part content. For example, Arabic and Hebrew are rightto-left languages; English and most other European languages are left-to-right languages. Advanced properties Allow Minimize Allow Close Allow Hide Allow Zone Change Allow Connections Allow Editing in Personal View Export Mode Title URL Description Specifies whether the Web Part can be minimized. Specifies whether the Web Part is open or closed on the page. If this check box is selected, the Web Part is closed. If this check box is cleared, the Web Part is open. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part can be hidden. You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection but don't want to display the Web Part. Specifies whether the Web Part can be moved to a different zone. Specifies whether the Web Part can participate in connections with other Web Parts. Specifies whether the Web Part properties can be modified in personal view. Specifies the level of data that is allowed to be exported for this Web Part. Specifies the URL of a file that contains additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title. Specifies the screen-tip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. Also, the value of this property is used when

17 Modify a Web Part Web Parts Help URL Help Mode Catalog Icon Image URL Title Icon Image URL Import Error Message 17 you search for Web Parts by using the Search command on the Find Web Parts menu, which appears when you click the title bar of the Web Parts task pane. Specifies the location of a file that contains Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu. Specifies how a browser will display Help content for a Web Part. Specifies the location of a file that contains an image to be used as the Web Part icon in the Web Part List. The image size must be 16 pixels by 16 pixels. Specifies the location of a file that contains an image to be used in the Web Part title bar. The image size must be 16 pixels by 16 pixels. Specifies a message that appears if there is a problem importing the Web Part. Move a Web Part Web parts can be moved within the same page column or to another column. 1. Click, then Edit Page. 2. Click and drag the Web Part header to the location that you want it to appear. 3. When you have finished editing the site click Exit Edit Mode (under ).

18 Remove a Web Part 18 Chapter 5 Customizing SharePoint 2007 Remove a Web Part Web parts can be removed from the Home page. When a Web Part is deleted it will only be removed from the TIBCO Nimbus site and it can be added again at a later stage. 1. Click, then Edit Page. 2. On the Web Part header that you want to remove click, then 3. When you have finished editing the site click Exit Edit Mode (under. ).

19 Remove a Web Part Web Parts 19 Images Create an image library If you are using many images and there is no current image library, creating a single image store is recommended. This is achieved by creating a Document Library. 1. Navigate to the main SharePoint site on the server and click, then click Create. If the Nimbus site is ' Nimbus' then the main site is ' <server>' 2. Under Libraries click Document Library. 3. Enter a name for the library and any other necessary information, then click Create. To upload an image into the library: 4. Navigate to the image library. For example, if you called it 'Images' then the URL for the library will be ' Images' 5. Click Upload and then Browse to locate the file. 6. Click OK. To reference an image in the image library, for instance when replacing the main logo, an example URL would be:

20 Create an image library Chapter 5 Customizing SharePoint Hyperlink an image You can add an image to the site that is hyperlinked to another SharePoint Web page or any other URL. This is achieved by adding a Content Editor Web Part and using the Source Editor to define it. 1. Click, then Edit Page. 2. Click in the column that you want to add the Web Part to. 3. Select the Content Editor Web Part, then click Add. This will add the Web Part to the Web page and display the Web Part's settings on the right. Note: If the Content Editor Web Part is not present then you must import it into the site. See Import a Web Part for more information. 4. Click Source Editor on the Content Editor settings (on the right). 5. Enter the following HTML code: <a href="url_to_link_to"><img border=0 src="url_of_image"></a> For example: <a href=" border=0 src=" Logo.jpg"></a> 6. Click Save.

21 Hyperlink an image Images 21 Themes Apply a theme A theme is a unified set of design elements and color schemes that give the pages an attractive, consistent appearance. A theme affects all aspects of the page's appearance, including the following: Colors. Color schemes set the color of body text, headings, hyperlinks, banner text, link bar labels, table borders, and the page background. Choose between a normal or vivid color set. Graphics. Images add interest to your page elements and are typically used for background pictures, page banners, bullets, navigation buttons, and horizontal lines. Choose between the normal or active graphic set. The active graphic set uses animated page elements, such as hover buttons for your navigation bar. Styles. Styles are used to keep your headings and text consistent in font type, size, and color. Each theme uses a style that best suits the color and graphics in the page; however, a theme can be modified to suit your preference. Themes enable you to manage the appearance of pages in one convenient place. When a theme is chosen as the default appearance for a SharePoint site, that theme applies to all new and existing pages. If the default theme is changed or removed, the changes are automatically applied to the entire site. You can also apply themes to individual pages. 1. Click, then Site Settings. 2. Under Look and Feel click Site theme. 3. Choose a theme and click Apply. 4. When you have finished editing the site click Exit Edit Mode (under ). Design a theme You can customize and design themes using a SharePoint-compatible Web page editor, such as FrontPage 2003 or SharePoint Designer. See the corresponding Help system for the Web page editor that you are using.

22 22 Chapter 6 Customizing SharePoint 2010 Customizing SharePoint 2010 Overview of Editing in SharePoint 2010 As a SharePoint administrator there are two routes to edit a SharePoint site, either through the Edit Page option or through the Site Settings. These can be accessed from the menu. Edit Page For a TIBCO Nimbus SharePoint site you can add, remove or update Web Parts to the Home page. When you have finished editing the page, click Stop Editing. Site Settings The Site Settings allow you to perform a variety of administrative actions. You must have administrator rights to the Web site to administer any site settings. The following options are available: Administer users and permissions, for example add or remove users, edit site groups and change a user's site group membership. Modify the look and feel, for example the title, icon, description, theme. Galleries, for example manage Web Parts, libraries, templates. Site Administration, for example regional settings, site libraries and lists, site features.

23 Overview of Editing in SharePoint General Modify the main logo and title You can change the logo and title that appears on every page associated with the TIBCO Nimbus site. For example, you may want to use a corporate logo Click, then Site Settings. Under Look and Feel click Title, description and icon. In the Logo URL and Description section, enter or paste the URL of the image that you want to display. For example, To ensure it works, click Click here to test. In the Title and Description section modify the Title text. Click OK.

24 Modify the navigation and page titles Chapter 6 Customizing SharePoint Modify the navigation and page titles You can modify the navigation titles by editing the particular TIBCO Nimbus Web Server localization file. The localization values also dictate the actual page titles. 1. Open the localization text file for the primary language that is specified in the internet options. In Internet Explorer, from the Tools menu choose Internet Options. On the General tab click Languages. The first language in the list relates to the localization text file that you must edit. For example, if the first language is English (United States) [en-us] then open LocaleText.en-us. The default location of the localization files is: C:\TIBCO Nimbus\Web Server\App\Localisations 2. Edit any of the values, as required. The common navigation link parameters are as follows: Processes lsprocesses Scorecards lsscorecards Storyboards lsstoryboards

25 Modify the navigation and page titles General 25 Documents lsdocuments Actions lsactions To-Dos lstodos Statement Sets lsstatementsets Reports lsreports My Searches lstopics Diagrams lsdiagrams Roles lsroles 3. Save the file and restart the Web Server. Storyboards Modify the storyboard interface The storyboard interface can be modified. 1. Open Skin.html in a text editor, such as Notepad, and modify any of the variables as required. This file is stored in TIBCO Nimbus\Web Server\App. 2. Save Skin.html and restart the Web Server. Web Parts What is a Web Part Web Parts are modular units of information that consist of a title bar, a frame, and content. Web Parts allow you to create personalized user interfaces by simply dragging individual Web Parts onto a Web page. Each Web Part makes certain content or data available on a page, and may also make it possible for the user to work with or modify that data through the browser. By using the Web Parts located on pages in a SharePoint site, users can access data from both inside and outside their organizations. When TIBCO Nimbus is integrated with Windows SharePoint Services, SharePoint administrators can design the default Home page that users see by adding, renaming and deleting the various Web Parts. Note: Web Parts can only be added and edited on the Home page. Import a Web Part All of the standard TIBCO Nimbus Web Parts are available to add to the Home page. However, if you want to use other Web Parts then you must import them into the site. TIBCO Nimbus Web Parts must also be imported if you want to use them in other sites.

26 Import a Web Part 26 Chapter 6 Customizing SharePoint Under Galleries click Web Parts. Click the Documents tab (under Library Tools). Click Upload Document, then choose either Upload Document or Upload Multiple Documents to upload a single Web Part or multiple Web Parts. The remaining instructions will describe how to upload a single Web Part. Click Browse to locate and select the Web Part that you want to upload, then click OK. Once a Web Part has been uploaded into the site's Web Part gallery it can be added to the Home page. Imported Web Parts will appear under Miscellaneous in the Add Web Parts dialog. Content Editor Web Part The Content Editor Web Part is a flexible Web Part that allows you to display text, images, hyperlinks and tables. It also offers a number of formatting options. When you add this Web Part you will have the choice of either the Rich Text Editor or the Source Editor to define the content. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14 \TEMPLATE\FEATURES\BasicWebParts\MSContentEditor.dwp

27 Import a Web Part Web Parts 27 Image Web Part The Image Web Part allows you to add an image to a site and includes a number of formatting options. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14 \TEMPLATE\FEATURES\BasicWebParts\MSImage.dwp TIBCO Nimbus Web Parts You can use Nimbus Web Parts in other sites by importing them. The default location of Nimbus Web Parts is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14 \TEMPLATE\FEATURES\NimbusWebParts Add a Web Part You can add TIBCO Nimbus and non-tibco Nimbus Web Parts to the Home page. Note that non-tibco Nimbus Web Parts must be imported into the TIBCO Nimbus site's Web Part gallery (see Import a Web Part for more information) Click, then Edit Page. Click Add a Web Part in the column that you want to add the Web Part to. Select the Web Part that you want to add, then click Add. 4. When you have finished editing the site click Stop Editing. Modify a Web Part All Web Parts share a set of common properties that allow you to modify attributes for the appearance, layout, and other information, including the Web Part title. A Web Part may also have custom properties that apply only to that Web Part. 1. Click, then Edit Page. 2. On the Web Part header that you want to modify, from the drop-down options choose Edit Web Part.

28 Modify a Web Part 28 Chapter 6 Customizing SharePoint 2010 The Web Part settings for the particular Web Part will appear on the right.

29 Modify a Web Part Web Parts When you have finished modifying the Web Part click OK (at the bottom of the settings frame), then click Stop Editing when you have finished editing the site. Favorites Web Part Configuration The Favorites Web Part allows you to include and exclude certain list items (processes, documents, measures, storyboards, etc). In the Web Part settings, under Miscellaneous, select or deselect any of the options. Appearance properties Title Height Width Chrome State Specifies the title of the Web Part that appears in the Web Part title bar. Specifies the height of the Web Part. Specifies the width of the Web Part. Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized.

30 Modify a Web Part 30 Chapter 6 Customizing SharePoint 2010 Chrome Type Specifies whether the title bar and border of the Web Part frame are displayed. Layout properties Close the Web Part Hidden Direction Specifies whether the Web Part is open or closed on the page. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part is visible when a user opens the Web Part Page. If this check box is selected, the Web Part is visible only when you are designing the page, and it has (Hidden) added to the title. Specifies the direction of the text in the Web Part content. For example, Arabic and Hebrew are rightto-left languages; English and most other European languages are left-to-right languages. Advanced properties Allow Minimize Allow Close Allow Hide Allow Zone Change Allow Connections Allow Editing in Personal View Export Mode Title URL Description Specifies whether the Web Part can be minimized. Specifies whether the Web Part is open or closed on the page. If this check box is selected, the Web Part is closed. If this check box is cleared, the Web Part is open. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part can be hidden. You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection but don't want to display the Web Part. Specifies whether the Web Part can be moved to a different zone. Specifies whether the Web Part can participate in connections with other Web Parts. Specifies whether the Web Part properties can be modified in personal view. Specifies the level of data that is allowed to be exported for this Web Part. Specifies the URL of a file that contains additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title. Specifies the ScreenTip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. Also, the value of this property is used when

31 Modify a Web Part Web Parts Help URL Help Mode Catalog Icon Image URL Title Icon Image URL Import Error Message 31 you search for Web Parts by using the Search command on the Find Web Parts menu, which appears when you click the title bar of the Web Parts task pane. Specifies the location of a file that contains Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu. Specifies how a browser will display Help content for a Web Part. Specifies the location of a file that contains an image to be used as the Web Part icon in the Web Part List. The image size must be 16 pixels by 16 pixels. Specifies the location of a file that contains an image to be used in the Web Part title bar. The image size must be 16 pixels by 16 pixels. Specifies a message that appears if there is a problem importing the Web Part. Move a Web Part Web parts can be moved within the same page column or to another column Click, then Edit Page. Click and drag the Web Part header to the location that you want it to appear.

32 Move a Web Part Chapter 6 Customizing SharePoint 2010 When you have finished editing the site click Stop Editing.

33 Move a Web Part Web Parts 33 Remove a Web Part Web parts can be removed from the Home page. When a Web Part is deleted it will only be removed from the Nimbus site and it can be added again at a later stage Click, then Edit Page. On the Web Part header that you want to remove click the drop-down arrow, then Delete. When you have finished editing the site click Stop Editing. Images Create an image library If you are using many images and there is no current image library, creating a single image store is recommended. This is achieved by creating a Document Library. 1. Navigate to the main SharePoint site on the server and click Options., then click More If the Nimbus site is ' Nimbus' then the main site is ' Server1' In the left-hand panel click Library, then select Document Library. Enter a name for the library, then click Create. Note: Click More Options to define additional library options. To upload an image into the library: 4. Navigate to the image library. For example, if you called it 'Images' then the URL for the library will be ' Images' 5. Click Add document and then click Browse to locate and select the file, then click OK. To reference an image in the image library, for instance when replacing the main logo, an example URL would be:

34 Hyperlink an image Chapter 6 Customizing SharePoint Hyperlink an image You can add an image to the site that is hyperlinked to another SharePoint Web page or any other URL. This is achieved by adding a Content Editor Web Part and using the Source Editor to define it. 1. Click, then Edit Page. 2. Click Add a Web Part in the column that you want to add the Web Part to. 3. Select the Content Editor Web Part, then click Add. This will add the Web Part to the Web page and display the Web Part's settings on the right. Note: If the Content Editor Web Part is not present then you must import it into the site. See Import a Web Part for more information. 4. Click Source Editor on the Content Editor settings (on the right). 5. Enter the following HTML code, then click Save.: <a href="url_to_link_to"><img border=0 src="url_of_image"></a> For example: <a href=" border=0 src=" Logo.jpg"></a> Themes Apply a theme A theme is a unified set of design elements and color schemes that give the pages an attractive, consistent appearance. A theme affects all aspects of the page's appearance, including the following: Colors. Color schemes set the color of body text, headings, hyperlinks, banner text, link bar labels, table borders, and the page background. Choose between a normal or vivid color set. Graphics. Images add interest to your page elements and are typically used for background pictures, page banners, bullets, navigation buttons, and horizontal lines. Choose between the normal or active graphic set. The active graphic set uses animated page elements, such as hover buttons for your navigation bar. Styles. Styles are used to keep your headings and text consistent in font type, size, and color. Each theme uses a style that best suits the color and graphics in the page; however, a theme can be modified to suit your preference. Themes enable you to manage the appearance of pages in one convenient place. When a theme is chosen as the default appearance for a SharePoint site, that theme applies to all new and existing pages. If the default theme is changed or removed, the changes are automatically applied to the entire site. You can also apply themes to individual pages. 1. Click, then Site Settings.

35 Apply a theme Themes 2. Under Look and Feel click Site theme. 3. Choose a theme and click Apply. 35 Design a theme You can customize and design themes using a SharePoint-compatible Web page editor, such as FrontPage 2003 or SharePoint Designer. See the corresponding Help system for the Web page editor that you are using.