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    SharePoint 2013 WCM Advanced Cookbook
    SharePoint 2013 WCM Advanced Cookbook
    SharePoint 2013 WCM Advanced Cookbook
    Ebook1,059 pages3 hours

    SharePoint 2013 WCM Advanced Cookbook

    By John Chapman

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    About this ebook

    You will be led carefully stepbystep through a detailed set of recipes. This book focuses on web content management using Microsoft SharePoint 2013 server. The practical examples are built logically throughout the chapters to create a common theme.

    This book is ideal for developers who want to broaden their understanding of the web content management features available with SharePoint 2013. It is assumed that you already have some experience using SharePoint and developing web content. Experience with Microsoft PowerShell and coding C# with Visual Studio will also be helpful, but is not essential.
    LanguageEnglish
    PublisherPackt Publishing
    Release dateJan 23, 2014
    ISBN9781849686594
    SharePoint 2013 WCM Advanced Cookbook
    Author

    John Chapman

    We started the 'A Vested Interest' series in 2007 and it took over a year before I came up with an ending we were happy with. At 170,000 words A Vested Interest was too long though for a printed book. We cut it heavily but still ended with a 140,000 word book. There was no alternative, we had to split it into a two book series. Doing that, we thought, would allow us to put back some of the content we had cut and expand the second book (Dark Secrets) a little.Well that was the plan. We ended up splitting the second book and making a trilogy by adding 'No Secrets'. The original ending didn't quite fit now so we moved it into a fourth book - Stones, Stars and Solutions.And so it goes on. We are now writing book 10 and 11 of the series. Shelia has written a spin-off 'Blood of the Rainbow' trilogy. Altogether it's 2 million words so far! In terms of time, we've only covered a few months. There is an end in sight but not for another 5,000 years. Maybe I'll get to use my original ending then?About the AuthorsJohn and Shelia Chapman are a husband and wife team who met on Internet and crossed the Atlantic to be together. John, an English ex-science and computer teacher contributed the technology and 'nasty' bits while Shelia drew on her medical experience in the USA and produced the romance. The humour? That came from real life.

    Read more from John Chapman

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      SharePoint 2013 WCM Advanced Cookbook - John Chapman

      Table of Contents

      SharePoint 2013 WCM Advanced Cookbook

      Credits

      About the Author

      About the Reviewers

      www.PacktPub.com

      Support files, eBooks, discount offers and more

      Why Subscribe?

      Free Access for Packt account holders

      Instant Updates on New Packt Books

      Preface

      What this book covers

      Who this book is for

      What you need for this book

      Conventions

      Reader feedback

      Customer support

      Downloading the example code

      Errata

      Piracy

      Questions

      1. Branding SharePoint with Composed Looks

      Introduction

      Applying a composed look

      How to do it...

      How it works...

      There's more...

      Applying a composed look using PowerShell

      Applying a composed look with code using the server-side object model

      See also

      Changing the site master pages

      Getting ready

      How to do it...

      How it works...

      There's more...

      Changing the site master pages using PowerShell

      Changing the site master pages with code using the server-side object model

      See also

      Changing the site logo

      Getting ready

      How to do it...

      How it works...

      There's more...

      Changing the site logo using PowerShell

      Changing the site logo with code using the server-side object model

      See also

      Uploading a custom color palette

      Getting ready

      How to do it...

      How it works...

      There's more...

      Uploading a custom color palette using SharePoint Designer

      Uploading a custom color palette using PowerShell

      Uploading a custom color palette with code using the server-side object model

      See also

      Uploading a custom font scheme

      Getting ready

      How to do it...

      How it works...

      There's more...

      See also

      Creating a custom composed look

      How to do it...

      How it works...

      There's more...

      Creating a custom composed look using PowerShell

      Creating a custom composed look with code using the server-side object model

      See also

      Using PowerShell to apply a composed look to all sites in a site collection

      How to do it...

      How it works...

      There's more...

      See also

      Using PowerShell to apply master page and logo settings to all sites in a farm

      How to do it...

      How it works...

      There's more...

      See also

      2. Branding SharePoint with Device Channels and Design Packages

      Introduction

      Creating a device channel for mobile devices

      Getting ready

      How to do it...

      How it works...

      There's more...

      Creating a device channel for mobile devices using PowerShell

      Creating a device channel for mobile devices with code using the server-side object model

      See also

      Applying a master page to a device channel

      How to do it...

      How it works...

      There's more...

      Applying a master page to a device channel using PowerShell

      Applying a master page to a device channel with code using the server-side object model

      See also

      Creating and exporting a design package

      How to do it...

      How it works...

      There's more...

      Creating and exporting a design package using PowerShell

      Creating and exporting a design package with code using the server-side object model

      See also

      Importing and applying a design package

      How to do it...

      How it works...

      There's more...

      Importing and applying a design package using PowerShell

      Importing and applying a design package with code using the server-side object model

      See also

      Importing a design package to all site collections with PowerShell

      How to do it...

      How it works...

      There's more...

      See also

      Listing the device channel master pages

      How to do it...

      How it works...

      There's more...

      See also

      3. Branding SharePoint with Custom Master Pages and Page Layouts

      Introduction

      Editing a master page in SharePoint Designer

      How to do it...

      How it works...

      See also

      Changing the site master pages in SharePoint Designer

      How to do it...

      How it works...

      See also

      Hiding unwanted master page controls

      How to do it...

      How it works...

      See also

      Restoring the Navigate Up button using a master page

      How to do it...

      How it works...

      See also

      Adding JavaScript and cascading stylesheet references to a master page

      How to do it...

      How it works...

      See also

      Creating a fixed width master page

      How to do it...

      How it works...

      See also

      Creating an expanding width master page with content padding

      How to do it...

      How it works...

      See also

      Creating a minimalistic master page

      How to do it...

      How it works...

      See also

      Creating a responsive mobile master page

      Getting ready

      How to do it...

      How it works...

      See also

      Customizing the Windows 8 Start menu tile for pinning sites using a master page

      How to do it...

      How it works...

      See also

      Customizing the shortcut icon (favicon) using a master page

      How to do it...

      How it works...

      There's more...

      See also

      Creating a page layout with three columns of web part zones

      How to do it...

      How it works...

      See also

      Creating a page layout with web parts added to the page

      How to do it...

      How it works...

      See also

      Creating a page layout with a picture-library-based image carousel using JavaScript

      Getting ready

      How to do it...

      How it works...

      See also

      Displaying specific content only to authenticated users

      How to do it...

      How it works...

      See also

      Displaying specific content only to anonymous users

      How to do it...

      How it works...

      See also

      Displaying specific content only to site administrators

      How to do it...

      How it works...

      See also

      Creating a master page with editing controls only available to editors

      How to do it...

      How it works...

      See also

      4. Packaging Branding Elements in a SharePoint Solution with Visual Studio

      Introduction

      Creating a Visual Studio SharePoint solution

      How to do it...

      How it works...

      There's more...

      See also

      Including images, cascading stylesheets, and JavaScript resources in a SharePoint solution

      How to do it...

      How it works...

      See also

      Including master pages in a SharePoint solution

      How to do it...

      How it works...

      See also

      Including page layouts in a SharePoint solution

      How to do it...

      How it works...

      See also

      Adding localization to a SharePoint solution

      How to do it...

      How it works...

      See also

      Creating a site feature to apply branding

      How to do it...

      How it works...

      See also

      Creating the site collection feature to apply the feature to new and existing sites

      How to do it...

      How it works...

      See also

      Creating a timer job to ensure the site branding feature is activated

      How to do it...

      How it works...

      See also

      Packaging and deploying the SharePoint solution

      How to do it...

      How it works...

      There's more...

      Deploying a solution using PowerShell

      Deploying a solution with code using the server-side object model

      See also

      Activating the site collection feature on all site collections with PowerShell

      How to do it...

      How it works...

      There's more...

      See also

      5. Enhancing the Content Creation Process with the SharePoint Publishing Architecture

      Introduction

      Setting up a new publishing site

      How to do it...

      How it works...

      There's more...

      Setting up a new publishing site using PowerShell

      Setting up a new publishing site with code using the server-side object model

      See also

      Enabling the publishing features on an existing site

      How to do it...

      How it works...

      There's more...

      Enabling the publishing features on an existing site using PowerShell

      Enabling the publishing features on an existing site with code using the server-side object model

      See also

      Setting up contributor and approver access for publishing content

      How to do it...

      How it works...

      There's more...

      Setting up contributor and approver access using PowerShell

      Setting up contributor and approver access with code using the server-side object model

      See also

      Configuring the versioning settings of the Pages library

      How to do it...

      How it works...

      There's more...

      Configuring the versioning settings of the Pages library using PowerShell

      Configuring the versioning settings of the Pages library with code using the server-side object model

      See also

      Creating a publishing web part page

      How to do it...

      How it works...

      There's more...

      Creating a publishing web part page using PowerShell

      Creating a publishing web part page with code using the server-side object model

      See also

      Checking out publishing content for editing

      How to do it...

      How it works...

      There's more...

      Checking out publishing content using PowerShell

      Checking out publishing content with code using the server-side object model

      See also

      Checking in edited publishing content

      How to do it...

      How it works...

      There's more...

      Checking in publishing content using PowerShell

      Checking in publishing content with code using the server-side object model

      See also

      Publishing checked-in publishing content

      How to do it...

      How it works...

      There's more...

      Publishing a checked in publishing content using PowerShell

      Publishing a checked in publishing content with code using the server-side object model

      See also

      Approving publishing content

      How to do it...

      How it works...

      There's more...

      Approving publishing content using PowerShell

      Approving publishing content with code using the server-side object model

      See also

      Reverting publishing content to a previous version

      How to do it...

      How it works...

      There's more...

      Reverting publishing content using PowerShell

      Reverting publishing content with code using the server-side object model

      See also

      Setting up a publishing site with workflow

      How to do it...

      How it works...

      See also

      Creating a web part page and adding web parts with PowerShell

      How to do it...

      How it works...

      There's more...

      See also

      Identifying all checked-out publishing pages in a site with PowerShell

      How to do it...

      How it works...

      There's more...

      See also

      Creating an image rendition

      How to do it...

      How it works...

      See also

      Inserting an image rendition into page content

      How to do it...

      How it works...

      See also

      6. Centralizing and Structuring Content with Cross-site Publishing and Managed Metadata

      Introduction

      Creating a new managed metadata service application

      How to do it...

      How it works...

      There's more...

      Creating a new managed metadata service application using PowerShell

      Creating a new managed metadata service application with code using the server-side object model

      See also

      Creating a categories term set for product catalog navigation

      How to do it...

      How it works...

      There's more...

      Creating a categories term set for product catalog navigation using PowerShell

      Creating a categories term set for product catalog navigation with code using the server-side object model

      See also

      Creating a product catalog authoring site collection

      How to do it...

      How it works...

      See also

      Configuring the products list

      How to do it...

      How it works...

      There's more...

      Configuring the products list using PowerShell

      Configuring the products list with code using the server-side object model

      See also

      Creating a catalog document library

      How to do it...

      How it works...

      Setting up a consuming site collection and connecting to the product catalog list

      How to do it...

      How it works...

      There's more...

      Setting up a consuming site collection and connecting to the product catalog list using PowerShell

      Setting up a consuming site collection and connecting to the product catalog list with code using the server-side object model

      See also

      Setting up a consuming site collection with separate branding

      How to do it...

      How it works...

      7. Customizing the SharePoint Experience with Delegate Controls

      Introduction

      Creating a Visual Studio solution for custom delegate controls

      Getting ready

      How to do it...

      How it works...

      See also

      Adding JavaScript and stylesheets with an AdditionalPageHead delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Customizing the suite bar branding with a SuiteBarBrandingDelegate delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Customizing the suite bar links with a SuiteLinksDelegate delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Adding Office 365-style drop-down menus to suite bar links

      Getting ready

      How to do it...

      How it works...

      See also

      Adding promoted action links with the PromotedActions delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Customizing header navigation with a TopNavigationDataSource delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Customizing quick launch navigation with a QuickLaunchDataSource delegate control

      Getting ready

      How to do it...

      How it works...

      Restoring the Navigate Up button with an AdditionalPageHead delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Adding meta tags to pages from custom library fields with an AdditionalPageHead delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      Storing analytics tracking code with a site collection settings page

      Getting ready

      How to do it...

      How it works...

      See also

      Adding stored analytics tracking code to pages with an AdditionalPageHead delegate control

      Getting ready

      How to do it...

      How it works...

      See also

      8. Enhancing User Input with InfoPath Forms

      Introduction

      Customizing the SharePoint list entry form templates with InfoPath

      How to do it...

      How it works...

      See also

      Creating InfoPath forms that are submitted to the SharePoint form libraries

      How to do it...

      How it works...

      See also

      Creating a SharePoint list to provide a drop-down menu data to InfoPath

      How to do it...

      How it works...

      Adding a drop-down menu to InfoPath using SharePoint list data

      Getting ready

      How to do it...

      How it works...

      See also

      Paginating InfoPath forms with views

      How to do it...

      How it works...

      See also

      Validating data in InfoPath forms

      How to do it...

      How it works...

      See also

      Calculating field values in InfoPath based on the values of other fields

      How to do it...

      How it works...

      See also

      Adding custom .NET code to an InfoPath form

      How to do it...

      How it works...

      See also

      Preparing InfoPath forms for approval by SharePoint administrators

      Getting ready

      How to do it...

      How it works...

      See also

      Approving submitted InfoPath forms in SharePoint

      Getting ready

      How to do it...

      How it works...

      See also

      Creating libraries using approved InfoPath forms in SharePoint

      Getting ready

      How to do it...

      How it works...

      Creating a survey InfoPath form that gets locked after submission and populates the SharePoint fields

      How to do it...

      How it works...

      9. Configuring Search

      Introduction

      Provisioning a search service application

      How to do it…

      How it works…

      There's more…

      Provisioning a search service application using PowerShell

      See also

      Configuring a search content source

      Getting ready

      How to do it…

      How it works…

      There's more…

      Configuring a search content source using PowerShell

      See also

      Creating a search center site

      How to do it…

      How it works…

      There's more…

      Connecting a site collection to a search center

      How to do it…

      How it works…

      There's more…

      Connecting a site collection to a search center using PowerShell

      Connecting a site collection to a search center with code using the server-side object model

      Creating a search scope

      How to do it…

      How it works…

      See also

      Using a search query rule to promote an item in search results

      How to do it…

      How it works…

      See also

      Configuring search engine optimization settings

      How to do it…

      How it works...

      There's more…

      See also

      10. Creating Multilingual Sites with SharePoint Variations

      Introduction

      Installing SharePoint language packs

      How to do it…

      How it works…

      See also

      Configuring SharePoint with installed language packs

      How to do it…

      How it works…

      See also

      Provisioning a machine translation service application

      How to do it…

      How it works…

      There's more…

      See also

      Configuring machine translation timer jobs

      How to do it…

      How it works…

      There's more…

      See also

      Configuring site collection variation settings

      How to do it…

      How it works…

      See also

      Creating the primary language variation label

      How to do it…

      How it works…

      See also

      Creating the secondary language variation labels

      How to do it…

      How it works…

      See also

      Checking the status of the variation hierarchy

      How to do it…

      How it works…

      See also

      Creating, publishing, and updating targets with a new publishing page

      How to do it…

      How it works…

      See also

      Creating translation packages for human translation

      How to do it…

      How it works…

      See also

      Uploading translation packages

      How to do it…

      How it works…

      See also

      Translating content with the machine translation service

      How to do it…

      How it works…

      See also

      11. Configuring Content Deployment

      Introduction

      Configuring the source site collection for content deployment

      Getting ready

      How to do it…

      How it works…

      There's more…

      Configuring the source site collection for content deployment using PowerShell

      Configuring the source site collection for content deployment with code using the server-side object model

      Configuring the farm content deployment settings

      How to do it…

      How it works…

      There's more…

      Configuring the farm content deployment settings using PowerShell

      Configuring the farm content deployment settings with code using the server-side object model

      See also

      Creating the content deployment path

      How to do it…

      How it works…

      There's more…

      Creating the content deployment path using PowerShell

      Creating the content deployment path with code using the server-side object model

      See also

      Creating the content deployment job

      How to do it…

      How it works…

      There's more…

      Creating the content deployment job using PowerShell

      Creating the content deployment job with code using the server-side object model

      See also

      Performing the content deployment

      How to do it…

      How it works…

      There's more…

      Performing content deployment using PowerShell

      Performing content deployment with code using the server-side object model

      See also

      12. Configuring Anonymous Access

      Introduction

      Configuring anonymous access for web applications

      How to do it…

      How it works...

      There's more…

      Configuring anonymous access for web applications using PowerShell

      Configuring anonymous access for web applications with code using the server-side object model

      See also

      Configuring anonymous access for site content

      How to do it…

      How it works…

      There's more…

      Configuring anonymous access for site content using PowerShell

      Configuring anonymous access for site content with code using the server-side object model

      See also

      Limiting access to application pages

      How to do it…

      How it works…

      There's more…

      Identifying anonymously accessible content with PowerShell

      How to do it…

      How it works…

      There's more…

      See also

      Verifying anonymous access to content with PowerShell

      How to do it…

      How it works…

      There's more…

      See also

      Index

      SharePoint 2013 WCM Advanced Cookbook

      SharePoint 2013 WCM Advanced Cookbook

      Copyright © 2014 Packt Publishing

      All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

      Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

      Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

      First published: January 2014

      Production Reference: 1160114

      Published by Packt Publishing Ltd.

      Livery Place

      35 Livery Street

      Birmingham B3 2PB, UK.

      ISBN 978-1-84968-658-7

      www.packtpub.com

      Cover Image by Abhishek Pandey (<abhishek.pandey1210@gmail.com>)

      Credits

      Author

      John Chapman

      Reviewers

      Gary Arora

      Zoltán Fiala

      Moe Kahiel

      Jiri Pik

      Acquisition Editor

      Sam Wood

      Lead Technical Editor

      Priya Singh

      Technical Editors

      Sharvari H. Baet

      Mrunal Chavan

      Pankaj Kadam

      Copy Editors

      Janbal Dharmaraj

      Laxmi Subramanian

      Project Coordinator

      Joel Goveya

      Proofreaders

      Denise Dresner

      Linda Morris

      Indexer

      Mariammal Chettiyar

      Graphics

      Yuvraj Mannari

      Production Coordinator

      Alwin Roy

      Cover Work

      Alwin Roy

      About the Author

      John Chapman is a software developer and designer, living in the Denver area, who specializes in SharePoint and .NET. Having worked in the higher education and telecommunications industries, he is now working as a software engineer for Sitrion, formerly NewsGator. He is working on the Social Sites product. Social Sites is the premier enterprise social software for Microsoft SharePoint.

      John holds a B.S. and M.S. in Graphic Information Technology from Arizona State University. For more information about John Chapman, visit http://www.sharepointjohn.com.

      I would like to thank my wife, Simone. Her support and patience have made everything I have accomplished in my life possible.

      About the Reviewers

      Gary Arora is a diehard technologist (read: Geek) and a seasoned consultant with over 10 years' experience. With a professional focus on SharePoint and the overall Microsoft stack, he has led and/or contributed to projects across industries in the United States and Europe.

      Zoltán Fiala leads the Competence Center Microsoft of Adesso AG in Hamburg, Germany. He holds a PhD in web engineering from Dresden University of Technology and has worked as a SharePoint architect and project manager for several IT consultancy firms in the past. He has significant experience in the design and development of Web Content Management and portal solutions based on Microsoft technologies. For more information about Zoltán visit http://www.z-fiala.net.

      Moe Kahiel is a senior SharePoint Enterprise architect with over 20 years of experience in a wide range of IT technologies. He has worked in the past with enterprise organizations such as EDS now HP and other Microsoft partners.

      He is now an independent consultant focusing on Enterprise Content Management. He holds certifications of SharePoint (MCTS) and Microsoft (MCP), and is also a Certified Document Imaging Architect (CDIA).

      I would like to thank the staff at Packt Publishing for giving me this opportunity and many thanks to my family for their help, support, and patience.

      Jiri Pik is a finance and business intelligence consultant working with major investment banks, hedge funds, and other financial players. He has architected and delivered breakthrough trading, portfolio and risk management systems, and decision-support systems across industries.

      His consulting firm WIXESYS provides their clients with certified expertise, judgment, and execution at the speed of light. WIXESYS's power tools include revolutionary Excel and Outlook add-ons available at http://spearian.com.

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      Preface

      Microsoft SharePoint Server 2013 is the latest release of the SharePoint Server product line that provides organizations with a full arsenal of tools to create a highly scalable and feature-rich web content management (WCM) system. This book is designed to provide a task-based approach for exploring the key WCM capabilities of SharePoint Server 2013. These include:

      Branding SharePoint

      Publishing content with SharePoint

      Managing content and navigation with taxonomy

      Customizing the SharePoint experience with code

      Translating content in SharePoint

      Staging SharePoint content

      The recipes in this book cover each of the key areas for creating a full-fledged content management system that can be used for intranet, extranet, and Internet sites.

      What this book covers

      Chapter 1, Branding SharePoint with Composed Looks, covers how to brand SharePoint using composed looks, color palettes, and font schemes.

      Chapter 2, Branding SharePoint with Device Channels and Design Packages, explains how to target SharePoint branding for specific devices and package branding customizations.

      Chapter 3, Branding SharePoint with Custom Master Pages and Page Layouts, covers how to brand SharePoint with custom master pages and creating custom page layouts.

      Chapter 4, Packaging Branding Elements in a SharePoint Solution with Visual Studio, explains how to create custom SharePoint solutions in Visual Studio to package and apply branding resources.

      Chapter 5, Enhancing the Content Creation Process with the SharePoint Publishing Architecture, covers how to use the publishing features of SharePoint to manage web content.

      Chapter 6, Centralizing and Structuring Content with Cross-site Publishing and Managed Metadata, explains how to use the cross-site publishing and managed metadata features of SharePoint to centrally structure and control content.

      Chapter 7, Customizing the SharePoint Experience with Delegate Controls, covers how to create custom delegate

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