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Implementing SharePoint
Site Customization & Branding


Daryl Rudolph
Senior Consultant



Anthony Handley
User Experience Specialist
Site Customization
 • Two types of building blocks for sites
    – Sites Definitions
    – Custom Site Templates
 • Either type determine the lists, files, Web Parts,
   Features, or settings with which to provision a
   new SharePoint site.
Building Blocks
 • Site definitions consist primarily of multiple
   XML and ASPX files stored on a front-end Web
   server
 • Custom site templates are stored in the
   database and are created by using an existing
   site as a model
Site Definition
• A family of one or more configurations
• Configurations allow you to specify which lists to
  include in the creation of a site
• There are five site definitions natively installed in
  Windows SharePoint Services
• Example: The STS Site Definition
   – Contains the configurations for Team Site, Blank Site, and
     Document Workspace
   – Each configurations specifies the elements from the Site Definition
     that it will use.
• A site is created when a configuration is
  provisioned.
Custom Template
 • A custom template is a customization applied to a
   site or list definition
 • A site or list customization created using the user
   interface or SharePoint Designer 2007
 • Consists of the difference between the original state
   of the Web site and the state of the Web site or list
   at the time that the custom template is generated
 • Site templates are stored in the Site Template
   gallery of the top-level site.
Why or When to Use Either

 • Considerations
   – Are the changes you need to make
     simple or complex?
   – Can you deploy changes to the front-
     end Web server?
 • Pros and Cons
Site Definitions: Pros and Cons
Pros
• Data is stored directly on the Web servers
• A higher level of list customization is possible
• Certain kinds of customization to sites or lists require use of site
  definitions
Cons
• Customization of site definition requires more effort than creating
  custom templates and requires access to the file system of the front-
  end Web server.
• Editing a site definition after it has been deployed is difficult.
• Doing anything other than adding code can break existing sites.
• Users cannot apply a SharePoint theme through a site definition.
• Users cannot create two lists of the same type with different default
  content.
Custom Templates: Pros and Cons
 Pros
 • Custom templates are easy to create.
 • Almost anything that can be done in the user interface can be
   preserved in the template.
 • Custom templates can be modified without affecting existing sites
   that have been created from the templates.
 • Custom templates are easy to deploy.
 Cons
 • Custom templates are not created in a development environment.
 • Custom templates are less efficient in large-scale environments.
 • If the site definition on which the custom template is based does not
   exist on the front-end server or servers, the custom template does
   not work.
SharePoint Design
 • Simple Branding vs Custom Site Design
Simple Branding
Simple Branding
Advanced Custom Site Design
Advanced Custom Site Design
Branding Demo
Thank You!

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Implementing SharePoint: Site Customization and Branding

  • 1. Implementing SharePoint Site Customization & Branding Daryl Rudolph Senior Consultant Anthony Handley User Experience Specialist
  • 2. Site Customization • Two types of building blocks for sites – Sites Definitions – Custom Site Templates • Either type determine the lists, files, Web Parts, Features, or settings with which to provision a new SharePoint site.
  • 3. Building Blocks • Site definitions consist primarily of multiple XML and ASPX files stored on a front-end Web server • Custom site templates are stored in the database and are created by using an existing site as a model
  • 4. Site Definition • A family of one or more configurations • Configurations allow you to specify which lists to include in the creation of a site • There are five site definitions natively installed in Windows SharePoint Services • Example: The STS Site Definition – Contains the configurations for Team Site, Blank Site, and Document Workspace – Each configurations specifies the elements from the Site Definition that it will use. • A site is created when a configuration is provisioned.
  • 5. Custom Template • A custom template is a customization applied to a site or list definition • A site or list customization created using the user interface or SharePoint Designer 2007 • Consists of the difference between the original state of the Web site and the state of the Web site or list at the time that the custom template is generated • Site templates are stored in the Site Template gallery of the top-level site.
  • 6. Why or When to Use Either • Considerations – Are the changes you need to make simple or complex? – Can you deploy changes to the front- end Web server? • Pros and Cons
  • 7. Site Definitions: Pros and Cons Pros • Data is stored directly on the Web servers • A higher level of list customization is possible • Certain kinds of customization to sites or lists require use of site definitions Cons • Customization of site definition requires more effort than creating custom templates and requires access to the file system of the front- end Web server. • Editing a site definition after it has been deployed is difficult. • Doing anything other than adding code can break existing sites. • Users cannot apply a SharePoint theme through a site definition. • Users cannot create two lists of the same type with different default content.
  • 8. Custom Templates: Pros and Cons Pros • Custom templates are easy to create. • Almost anything that can be done in the user interface can be preserved in the template. • Custom templates can be modified without affecting existing sites that have been created from the templates. • Custom templates are easy to deploy. Cons • Custom templates are not created in a development environment. • Custom templates are less efficient in large-scale environments. • If the site definition on which the custom template is based does not exist on the front-end server or servers, the custom template does not work.
  • 9. SharePoint Design • Simple Branding vs Custom Site Design