KWizCom's Shai Petel discusses upgrading to SharePoint 2010, using his experience of upgrading KWizCom's SharePoint List Forms Extension Feature to SharePoint 2010 as an example

2. Case Study: Upgrading SLFE from 2007 to 2010 Shai Petel (shai@kwizcom.com) VP R&D, Microsoft Certified Trainer KWizCom Corporation

3. Content Building a new solution Upgrading an existing solution Version management

4. Goals In this session you will learn about the new VS2010 extensions for WSS You will learn how to migrate your existing solutions into the new environment reducing the migration process time to minimum. This session will allow you to make better decisions on your current solutions for 2007 today that will make the transition to 2010 easy and simple.

5. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

6. Building a New Solution Before you begin… Is your team ready for 2010? Silverlight, Ajax, JSON Visual web parts! (or is it?) Prepare to be hosted! Limit customization to site collection level Prefer to support sandboxed solutions*

9. Building a New Solution Before you begin… Install all components on developer machine

10. Building a New Solution Before you begin… Install developer components on development client and use remote debugger to connect to development server (not so bad, but still…)

11. Building a New Solution Before you begin… Virtualize! (Recommended)

12. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

13. Building a New SolutionCreating a new solution Open VS2010

14. Building a New SolutionCreating a new solution Click on new project. Go to: C# -> SharePoint -> 2010 templates

15. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

16. Building a New SolutionChoose a project template There are a lot of new project templates to choose from! But fear not – You can easily add any component to any project later

17. Introducing Visual Web Part

18. Building a New SolutionChoose a project template – Visual web part This project template cannot be sandboxed

19. Building a New SolutionChoose a project template – Visual web part Project created with all web part files for you

20. Building a New SolutionChoose a project template – Visual web part A feature will be created for you automatically

21. Building a New SolutionChoose a project template – Visual web part A package will be created for you automatically

22. Building a New SolutionChoose a project template – Event receiver This project template can be sandboxed

23. Building a New SolutionChoose a project template – Event receiver “Create project” Wizard New types of receivers New events to handle!

24. Building a New SolutionChoose a project template – Event receiver Adds all needed files for you

25. Introducing Business Data Catalogue Tools

26. Building a New SolutionChoose a project template – Business Data Catalogue Model This project template can be sandboxed

27. Building a New SolutionChoose a project template – Business Data Catalogue Model BCS editing tools

28. Building a New SolutionChoose a project template – Business Data Catalogue Model Packaged and deployed as a farm level feature

29. Building a New SolutionChoose a project template – Content type This project template can be sandboxed

30. Building a New SolutionChoose a project template – Content type “Create content type” Wizard More work needed on the wizard though… 

31. Building a New SolutionChoose a project template – List definition This project template cannot be sandboxed

32. Building a New SolutionChoose a project template – Content type “Create List Def.” Wizard

33. Building a New SolutionChoose a project template – Content type Schema File Create Elements file for feature Optional: Create list instance XML

34. Building a New SolutionChoose a project template – Content type Packaged and deployed as a web feature

35. Building a New SolutionChoose a project template – Workflow This project template cannot be sandboxed

36. Building a New SolutionChoose a project template – Workflow Sequential workflow is designed to execute a series of predefined steps to accomplish a certain task State machine workflows are designed to work in event-driven scenarios. A state machine workflow contains two or more states, with one state being the active state at any given time

37. Building a New SolutionChoose a project template – Workflow Choose history and tasks lists.* Also choose a list if you selected a list workflow type Workflow initiation options “State machine” wizard

38. Building a New SolutionChoose a project template – Workflow Designer has different options for site and list workflows

39. Building a New SolutionChoose a project template – Workflow Add sequential workflow, with its own designer

40. Building a New SolutionChoose a project template – Workflow Creates separate elements file for each workflow

41. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

42. Introducing Your very own sandbox!

43. Building a New SolutionSetup trust level Choose your destiny

44. Building a New SolutionSetup trust level To trust, or not to trust? Sandbox solutions is a way for you to deploy a set of features and components to your SharePoint site collection that will have no effect on other site collections Sandbox solutions have limited support for extensibility and not all SharePoint customizations are allowed Sandboxed solutions can be installed and deployed by site owner from site settings

45. Building a New SolutionSetup trust level What does this setting change? This setting does not get written to WSP package, but will allow VS to validate your content is supported within a sandboxes solution Solution assemblies within a sandboxed solution are not installed to GAC/Bin, and not running on W3WP process. Instead they run under SPUCWorkerProcess Sandboxed solutions can be deployed as a full-trusted solution as well

46. Building a New SolutionSetup trust level What is supported within a sandbox solution? List Definitions, List Instances, Content Types/Fields Web Parts (non visual) Event receivers: Item, List or Web Declarative workflows, Custom Actions (Ribbon) Onet.xml, WebTemplate feature element (instead of Webtemp.xml) allows for site collection level site definitions! More…

47. Building a New SolutionSetup trust level What is not supported within a sandbox solution? Mapped folders (14 hive) Some API will not work in sandboxed mode Visual Web Parts Application Pages Custom Action Group HideCustomAction element Web Application/Farm-scoped features Workflows with code

48. Building a New SolutionSetup trust level How do I deploy a sandbox solution? Upload to Solutions gallery Activate

49. Building a New SolutionSetup trust level Cannot activate solution? Go to central administration and make sure windows SharePoint user code service is started

50. Building a New SolutionSetup trust level Keep in mind: Deploying a sandbox solution automatically activates features within (unless specifically specified not to in the feature) To disable support for sandbox solutions simply stop the user code service Upgrading sandbox solutions are done manually site collection at a time

51. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

52. Building a New SolutionAdding new components It is extremely easy to add any component to any project you like This allows you to easily create more complex solutions that includes several types of customizations such as: Feature – for activation Web parts – for visual UI Lists and list definitions for storing data Field types, event handlers, workflows and much more!

53. Building a New SolutionAdding new components Add mapped folder

54. Building a New SolutionAdding new components Add other components

55. Content Building a new solution Creating a new solution Choose a project template Setup trust level Adding new components One-click deploy or package Upgrading an existing solution Version management

56. Building a New SolutionOne-click deploy or package Feature and Package editors available

57. Building a New SolutionOne-click deploy or package Project menu allows you to build, deploy to development server, and to package using a WSP Build – compile code only Package – compiles and builds the WSP package Deploy – compile, package anddeploy the package Retract – removes the solutionpackage from server

58. Content Building a new solution Upgrading an existing solution Upgrading a non-VSeWSS solution Upgrading a 2005/2008 VSeWSS solution Upgrading a WSP package Version management

59. Upgrading an Existing SolutionUpgrading an existing solution

60. Content Building a new solution Upgrading an existing solution Upgrading a non-VSeWSSsolution Upgrading a 2005/2008 VSeWSS solution Upgrading a WSP package Version management

61. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution Case study: Upgrading KWizCom SharePoint List Forms Extensions What we had in 2007: controltemplates ASCX files. New control templates and updating existing ones* Application settings pages List settings link Feature activated, MSI installer External references to utilities/shared resources

62. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution SLFE version 1.*.*

63. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution What we added in 2010: List settings ribbon buttons Add CSS file using Delegate WSP packaging

64. SLFE Project Live demo of SLFE in Visual Studio demo

65. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution 2010 New UI Ribbon (resizable) Using image store filesand CSS class

66. SLFE Solution Live demo of SLFE in SharePoint demo

67. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution Conclusion In order to make the most of VS2010 and VS2010 extensions for WSS its best to build a new project skeleton and import existing code into it. If you already have a WSP package you can use it to build your project skeleton from it (reverse engineer) but your .NET code will not be included!

68. Upgrading an Existing SolutionUpgrading a non-VSeWSSsolution Steps for upgrading a project Estimated time: 1 hour to 4 hours of 1 developer to have the solution ready for packaging.

69. Content Building a new solution Upgrading an existing solution Upgrading a non-VSeWSSsolution Upgrading a 2005/2008 VSeWSSsolution Upgrading a WSP package Version management

70. Upgrading an Existing SolutionUpgrading a 2005/2008 VSeWSSsolution Unfortunately, you cannot convert VS2005/2008 projects using visual studio alone Trying to do so will invoke this error:“The project type is not supported by this installation.”

71. Upgrading an Existing SolutionUpgrading a 2005/2008 VSeWSSsolution But fear not! VSeWSS2010 comes with a conversion tool from VSeWSS2008 only. For all other projects that used WSP for deployment - This next option might be what you are looking for!

72. Content Building a new solution Upgrading an existing solution Upgrading a non-VSeWSSsolution Upgrading a 2005/2008 VSeWSSsolution Upgrading a WSP package Version management

73. Upgrading an Existing SolutionUpgrading a WSP package If you have a WSP packaged solution, you can import it into 2010!

74. Upgrading an Existing SolutionUpgrading a WSP package Import wizard Your code does not get imported!

75. Upgrading an Existing SolutionUpgrading a WSP package The import process will build your skeleton for you After the import is done, some work is needed

76. SLFE Solution Importing WSP package demo

77. Content Building a new solution Upgrading an existing solution Version management How can I mark versions Shared resources Upgrade / downgrade solution version

78. Version ManagementVersion management Why do we need version management? Tractability of bugs or changes Perform upgrade operations on existing installations (add a field, create hidden list etc.) Monitor Dev, Staging and production deployment running code Not for ISV only! In house development team? Get used to working with versioned packages!

79. Content Building a new solution Upgrading an existing solution Version management How can I mark versions Shared resources Upgrade / downgrade solution version

80. Version ManagementHow can I mark versions Cannot change assembly version! Currently no supportfor marking package,but you can markfeatures: Mark versionnumber in yourcode:

81. Content Building a new solution Upgrading an existing solution Version management How can I mark versions Shared resources Upgrade / downgrade solution version

82. Version ManagementShared resources You may need to add shared resources to your projects DLL’s (utility classes, base classes) Sandbox – no problem GAC – no problem BIN deployment – version collisions may occur. Shared resources (Images/CSS files) Use sub folders with utilities version number.For example:/_layouts/KWizCom_Shared_2.0.01

83. Content Building a new solution Upgrading an existing solution Version management How can I mark versions Shared resources Upgrade / downgrade solution version

84. Version ManagementUpgrade / downgrade solution version Built in support for upgrade operations! SharePoint will allow mark if feature requires upgrade Many upgrade operations supported, and custom upgrade handlers can be coded

85. Version ManagementUpgrade / downgrade solution version Upgrading / downgrading is easy! Once you deploy several versions of same solution you will be able to upgrade instead of activate!

86. Content Building a new solution Upgrading an existing solution Version management

87. Summary You now have real-world experience in upgrading components into 2010 There is a lot more to see Come visit us at our booth to get the complete presentation and for 1 on 1 talks! Overall, It’s been a pleasure!

89. Email: shai@kwizcom.com

90. Online: http://www.kwizcom.com

91. Blog: http://kwizcom.blogspot.com* Learn * Plan * Deploy * Build * Call to learn how KWizCom can assist you!

93. Remember to fill out your evaluations onMySPCfor your chance to win two HD web cams and a designer mouse (3 prizes awarded daily)

94. Learn More about SharePoint 2010 Information forIT Prosat TechNet http://MSSharePointITPro.com Information forDevelopersat MSDN http://MSSharePointDeveloper.com Information forEveryone http://SharePoint.Microsoft.com

95. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.