Pro SharePoint 2010 Development for Office 365

254 Pages·2012·14.139 MB·English

by  Bart McDonough, Dave Milner, Paul Stork (auth.)

Pro SharePoint 2010
Development for
Office 365

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Bart McDonough
Dave Milner
Paul Stork
Pro SharePoint 2010 Development for Office 365
Copyright © 2012 by Bart McDonough, Dave Milner, and Paul Stork
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To my wonderful wife, Cathy, and our children Caitlin, John, and Kevin, for your patience, love,
and support while I wrote this book. I love you all!
–Bart McDonough

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Contents at a Glance
(cid:2) Foreword...............................................................................................................xv
(cid:2) About the Authors................................................................................................xvi
(cid:2) About the Technical Reviewer...........................................................................xviii
(cid:2) Introduction.........................................................................................................xix
(cid:2) Chapter 1: Introduction to Office 365 and SharePoint Online.................................1
(cid:2) Chapter 2: SharePoint Online Development Overview.........................................17
(cid:2) Chapter 3: Setting up a Development Environment for SharePoint Online...........31
(cid:2) Chapter 4: Basic Customization Using Only a Browser........................................53
(cid:2) Chapter 5: Taking It to the Next Level with SharePoint Designer.........................73
(cid:2) Chapter 6: InfoPath and SharePoint Online........................................................103
(cid:2) Chapter 7: Custom Development with Visual Studio..........................................125
(cid:2) Chapter 8: SharePoint Designer Workflows........................................................149
(cid:2) Chapter 9: Intro to Client-Side Development......................................................171
(cid:2) Chapter 10: Client-Side Development with Silverlight........................................187
(cid:2) Chapter 11: Developing with jQuery, HTML5, and CSS3.....................................207
(cid:2) Appendix A: Hybrid On-Premise/Online Solutions..............................................229
(cid:2) Appendix B: Office 365 Preview (Office 2013)....................................................235
(cid:2) Index...................................................................................................................237
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Contents
(cid:2) Foreword...............................................................................................................xv
(cid:2) About the Authors................................................................................................xvi
(cid:2) About the Technical Reviewer...........................................................................xviii
(cid:2) Introduction.........................................................................................................xix
(cid:2) Chapter 1: Introduction to Office 365 and SharePoint Online.................................1
What Are Office 365 and SharePoint Online?....................................................................2
What’s Included in Office 365?..........................................................................................2
Plan Types in Office 365....................................................................................................3
Plan Comparison................................................................................................................4

Service Descriptions.................................................................................................................................5
Signing Up for a Trial.........................................................................................................5
Converting Your Trial to a Paid Subscription.....................................................................7
Purchasing a Paid Subscription.........................................................................................8

Purchasing Multiple Subscriptions...........................................................................................................8
How to Manage Your Account...........................................................................................8

Admin Overview Page...............................................................................................................................9
Accessing SharePoint Online...........................................................................................13
Managing SharePoint Online...........................................................................................13
Summary.........................................................................................................................15
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(cid:2) Chapter 2: SharePoint Online Development Overview.........................................17
Three Customization Approaches....................................................................................17

Customization Through the Browser......................................................................................................17

Customization Through Declarative Solutions and Client-Side Coding with SharePoint Designer........21

Customization Through Visual Studio 2010............................................................................................26

Client Object Model................................................................................................................................27
Customization Limitations...............................................................................................28

Sandboxed Solution Limitations.............................................................................................................28

Missing Shared Service Applications.....................................................................................................29
Summary.........................................................................................................................29
(cid:2) Chapter 3: Setting up a Development Environment for SharePoint Online...........31
Introduction.....................................................................................................................31

Goals.......................................................................................................................................................31

Hardware and Software Requirements..................................................................................................31

Virtual Machine Options..........................................................................................................................33

Advantages and Disadvantages of Virtual Machines..............................................................................34
Visual Studio 2010 Setup.................................................................................................34

Version....................................................................................................................................................34

Visual Studio 2010 SharePoint Power Tools...........................................................................................35

Visual Studio Extensions........................................................................................................................35

Resources...............................................................................................................................................35
SharePoint 2010 Local Setup..........................................................................................35

Office 365 SharePoint Unique Points......................................................................................................35

SharePoint 2010 Easy Setup Script (for Setting Up a Dev Environment)................................................36

SharePoint 2010 Setup on Windows 7...................................................................................................41

Sandboxed/User Code Service Setup.....................................................................................................42

Duplicating Your Office 365 Environment...............................................................................................42
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SharePoint Designer 2010 Setup.....................................................................................42

Installation..............................................................................................................................................43

Connecting SharePoint Designer to SharePoint.....................................................................................43

Connecting to Office 365........................................................................................................................44
Setting Up a Good HTML Editor........................................................................................46
Team Development..........................................................................................................47

Common Virtual Hard Drive Images........................................................................................................47

Environments..........................................................................................................................................47
Change Control................................................................................................................51

Source Control........................................................................................................................................51

Binary Control.........................................................................................................................................51

Process...................................................................................................................................................51
Summary.........................................................................................................................52
(cid:2) Chapter 4: Basic Customization Using Only a Browser........................................53
When to Use the Browser................................................................................................53

How Broad Are the Customizations?......................................................................................................54

Who Will be Doing the Work?.................................................................................................................54
Customizing Your Site’s Look and Feel............................................................................54

Title, Description, and Icon.....................................................................................................................55

Quick Launch..........................................................................................................................................57

Top Link Bar...........................................................................................................................................59

Tree View................................................................................................................................................59

Site Theme.............................................................................................................................................60
Customizing Site Structure and Pages............................................................................62

Lists and Libraries..................................................................................................................................62

Site Pages...............................................................................................................................................68

Content Editor Web Part.........................................................................................................................68
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Site Columns..........................................................................................................................................70

Site Content Types..................................................................................................................................70

Subsites..................................................................................................................................................70

Site Templates........................................................................................................................................70
Publishing-Enabled Sites.................................................................................................70

Publishing Pages....................................................................................................................................71
Customizing the Simple Public-Facing Website..............................................................71
Summary.........................................................................................................................72
(cid:2) Chapter 5: Taking It to the Next Level with SharePoint Designer.........................73
Getting Started With SharePoint Designer 2010..............................................................73

Controlling the Use of SPD 2010.............................................................................................................74
Administering a SharePoint Site......................................................................................76

Building New Websites...........................................................................................................................76

Managing Security..................................................................................................................................79

Saving a Customized Subsite as a Template..........................................................................................85
Branding..........................................................................................................................87

Changing Fonts and Colors with a Theme..............................................................................................87

Editing Pages..........................................................................................................................................87
Embedding Client-Side Code...........................................................................................88
Interacting with Data.......................................................................................................92

Customizing List and Form Views..........................................................................................................93

Data View and Data Form Web Parts......................................................................................................94

Creating Custom Ribbon Actions............................................................................................................96
Interacting with External Data.........................................................................................96

Business Connectivity Services (BCS)....................................................................................................96

The Secure Store Service.......................................................................................................................97

External Content Types...........................................................................................................................98
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Building Declarative workflows.......................................................................................99
Limitations.....................................................................................................................100

Some Customizations Must Be Developed in Production.....................................................................100

No Inline Server-Side Code...................................................................................................................100

Can’t Reference Sandboxed Solution Managed Code..........................................................................100
Summary.......................................................................................................................101
(cid:2) Chapter 6: InfoPath and SharePoint Online........................................................103
Introduction...................................................................................................................103

Goals.....................................................................................................................................................103

Hardware and Software Requirements................................................................................................103

InfoPath Overview.................................................................................................................................106

InfoPath Forms Services Overview.......................................................................................................106

Where InfoPath is Used in Office 365...................................................................................................111
Administering InfoPath in Office 365.............................................................................111
Standard Lists and Libraries..........................................................................................115
Workflows and InfoPath.................................................................................................123
External Data and InfoPath............................................................................................124
Summary.......................................................................................................................124
(cid:2) Chapter 7: Custom Development with Visual Studio..........................................125
When to Use Visual Studio for Customization................................................................126

Have You Exceeded What You Can Do in the Browser and SharePoint Designer?...............................126

Who Will Be Doing the Work?...............................................................................................................126

How Reusable Do the Customizations Need to Be?.............................................................................126
Preparing Visual Studio for SharePoint Online Development.........................................127

Setting Up Your Development Environment..........................................................................................127

Extending Visual Studio........................................................................................................................127
Creating a Project..........................................................................................................127
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Restrictions of the Sandboxed Environment..................................................................129

Sandboxed Solutions............................................................................................................................129

Packaging and Installation...................................................................................................................129

Restrictions...........................................................................................................................................130

Split Page Rendering System...............................................................................................................131
Creating a Feature and Adding a Feature Receiver.......................................................131

Creating a Feature................................................................................................................................131

Adding a Feature Receiver...................................................................................................................132
Creating a Web Part.......................................................................................................133
Creating a Module to Deploy Files.................................................................................136
Creating an Event Receiver............................................................................................137
Creating a Content Type................................................................................................139

Adding Fields to Your Content Type......................................................................................................140
Creating a List Definition...............................................................................................141
Creating a Custom Action..............................................................................................142
Packaging and Deploying Your Solution........................................................................143

Prepare Your Features..........................................................................................................................143

Preparing the Solution Package...........................................................................................................143

Set Your Build Configuration................................................................................................................144

Deploy Your Solution to SharePoint Online...........................................................................................144
Tips and Recommendations..........................................................................................146

Organize Your Projects in a Logical Manner.........................................................................................146

Don’t Be Afraid to Change Namespaces...............................................................................................147

Logging.................................................................................................................................................147
Summary.......................................................................................................................147
(cid:2) Chapter 8: SharePoint Designer Workflows........................................................149
Introduction to Workflows in SharePoint Online............................................................149
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