End User Guide SharePoint Web Parts Site Creation Package

Transcription

1 End User Guide SharePoint Web Parts Site Creation Package

2 SharePoint Web Parts User Guide / Table of Contents Page 1 of 3 Table of Contents Cover Table of Contents... 2 Site Creation Plus (Site Builder Package) Overview... 5 Features... 6 How Does It Work?... 7 Configuration... 8 Adding the Web Part to a Page... 8 Configuring the Site Creation Plus Web Part... 9 Using the Web Part Tree View (Site Builder Package) Overview... Error! Bookmark not defined.2 Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the Tree View Web Part Using the Tree View Web Part Data Viewer (Site Builder Package) Overview Features... Error! Bookmark not defined.3 How Does It Work? Configuration Adding the Web Part to a Page Configuring the Data Viewer Web Part About the Conditional Formatting Settings About the Dynamic Settings and Export Settings Styling the Web Part The default CSS styles for the Data Viewer Web Part are listed here: List Simple Search (Site Builder Package) Overview Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the List Simple Search Web Part Customizing the Layout and Styling of the Web Part Using Search Results to Filter Other SharePoint Web Parts Using the List Simple Search Web Part... 60

3 SharePoint Web Parts User Guide / Table of Contents Page 2 of 3 SharePoint Navigators (Site Builder Package) Overview Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the Bamboo Navigator Menu Web Part Configuring the Bamboo Navigator Tab Strip Web Part Configuring the Bamboo Site Action Menu Feature Configuring the Bamboo Tree View Navigator Web Part World Clock & Weather (Site Builder Package) Overview Configuration Adding the Web Part to a Page Configuring the World Clock & Weather Web Part Using the World Clock & Weather Web Part Calendar Plus (Site Builder Package) Overview Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the Calendar Plus Web Part Styling the Web Part The default CSS style for the Calendar Plus Web Part is listed here: Use Calendar Plus Web Part on Your Project Page Color Code Tasks for Multiple Users Using the Web Part Map Chart (Site Builder Package) Overview Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the Map Chart Web Part Use Case Display Sales Revenue by U.S. State

4 SharePoint Web Parts User Guide / Table of Contents Page 3 of 3 SharePoint Poll (Site Builder Package) Overview Features How Does It Work? Configuration Adding the Web Part to a Page Configuring the Poll Admin Web Part Configuring the Poll Voting Web Part Setting Anonymous Access for a Site Using the Poll Admin Web Part Adding/Editing a Poll Managing Answers to a Poll Adding/Editing Answers to a Poll Deleting a Poll Deleting an Answer Exporting Answers to Microsoft Excel Reviewing Poll Votes Deleting a Poll Vote Exporting Poll Votes to Microsoft Excel Using the Poll Voting Web Part

5 SharePoint Web Parts User Guide / SITE CREATION PLUS - Overview Page 1 of 7 Site Creation Plus (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) and Windows SharePoint Services (WSS), allows teams to create Web portals for information sharing and document collaboration that help increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. Today, SharePoint users with the appropriate level of access can create new sites. The out-of-the-box end user interface for creating a new site allows for: the entry of a name, description, and URL; the selection of a site template; and the selection of users who will have access. Sometimes, for novice users these present too many choices. For system administrators, the choices lead to sites created without any reinforcement of standards such as naming conventions or use of certain site templates. Site Creation Plus Web Part allows SharePoint system administrators to delegate the creation of sites while maintaining a certain level of control over the naming conventions and site template used. It also can add the new site to a Links list automatically, simplifying this second step of the site creation process that many users forget

6 SharePoint Web Parts User Guide / SITE CREATION PLUS - Features Page 2 of 7 Features The Site Creation Plus Web Part provides the following features: The system administrator configures the Web Part by: Selecting a Site Template to be used for the new site. All sites created through an instance of the Web Part create the same type of site. Selecting a Links list where information about the new list is added automatically. All sites created through an instance of the Web Part can be represented in a Links list on the same site where the Web Part resides. Providing standard user group names for sites that use unique permissions. Using the end user entered Title of Description; the system administrator can construct the name of user groups to be created with the new site (i.e., [Title] Visitors, [Title] Members, [Title] Owners). The user interface for Site Creation Plus Web Part supports translations, so the words that appear can be easily modified for your server. The end user s job is simplified by minimizing the information/choices that must be made during site creation. When creating a new site, the end user: Provides a title for the new site. Provides a description for the new site. Decides whether the new site will inherit permissions of the parent site or use unique permissions. Site Creation Plus Web Part does not impersonate any user. The end user must have permissions to create sites, or the Web Part will return an error. Site Creation Plus Web Part is not supported on SharePoint Portal Server (SPS) 2003 or Windows SharePoint Services v2.

7 SharePoint Web Parts User Guide / SITE CREATION PLUS How Does It Work? Page 3 of 7 How Does It Work? Site Creation Plus Web Part simplifies the creation of a site for an end user by asking for only the Title, Description, and Site Permissions for the new site. The Web Part is configured so the site template, new user groups, URL, and Links list entry are consistent for all sites created through the Web Part. The end user interface is shown in Figure 1. Figure 1: Site Creation Plus Web Part asks user for Title, Description, and User Permissions for the new site After attempting to create a new site, a success or failure message is displayed for the user. The failure message explains why the site creation action failed.

8 SharePoint Web Parts User Guide / SITE CREATION PLUS Configuration Page 4 of 7 Configuration Adding the Web Part to a Page After Site Creation Plus Web Part is installed, it is available in the Virtual Server Gallery. Users with the Add and Customize Pages rights can add the Web Part to web site pages. The Add and Customize Pages right is included by default in the Web Designer and Administrator site groups. To add the Web Part to a web site page in WSS 3.0: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the Bamboo Site Creation Plus Web Part check box and then click Add. 5. Once the Web Part is on the page, click Edit from the menu in the upper right corner of the Web Part and then Modify Shared Web Part to configure the Web Part.

9 SharePoint Web Parts User Guide / SITE CREATION PLUS Configuration Page 5 of 7 Configuring the Site Creation Plus Web Part To configure Site Creation Plus Web Part: 1. Select Modify Shared Web Part from the menu accessed at the upper right corner of the Web Part. This menu is only accessible by users with authority to modify the page. 2. The tool pane for Site Creation Plus Web Part is displayed (see Figure 2) on the right side of the screen. 3. To change the title of the Web Part, expend the Appearance section and enter a new Title. 4. See the Site Creation Configuration section to configure the following properties: URL Name. The URL can be created using either the Title or Description entered by the end user creating the new site. If you want to add instructions to the end user on the user interface, see Customizing the Translation Settings for more information. Site Template. All Site Templates available in the Site Collection are listed in the drop down selection menu. Choose the one you want to be used for this instance of the Web Part. Add to Quick Launch? Check this box if the new site should be added to the Quick Launch bar of the site where Site Creation Plus Web Part resides. User the top link bar from the parent site? Check this box if the new site should include the top link bar from the parent site. New User Groups for the Site. This section of the Site Creation Configuration allows you to specify the naming convention for new user groups that are created during site creation. If the end user chooses to use Unique Permissions, three new user groups will be created. One group is for visitors, one is for members, and the third is for owners. The naming convention can include either the Title or Description entered by the end user. TO configure the name of the new groups, just include [Title] or [Description] in the name (i.e., [Title] Visitors). Add Site to Links List? Site Creation Plus Web Part can automatically add an entry for the new site in a Links list of the parent site. To do this, select a Links List from the drop down and then map the site information to the Links List fields: Site URL: Select the field in the Links List where the URL for the new site should be stored. This is typically the URL field. Site Title: Select the field in the Links List where the Title of the new site should be stored. Site Description. Select the field in the Link List where the Description of the new site should be stored. Site URL Description: When configuring the URL field of the Links List, a URL is entered as well as a description for the URL. In the selection box displayed for thesite URL Description, select what to use as the display text for the URL column in the Links List. The valid choices are: Title, Description, and the URL itself. Both the Title and the Description are the values entered by the end user. Hide User Permissions Section. Select this option to restrict the end-user from setting permissions settings themselves. If this option is selected, you must set the permissions in the Web Part; either Use same permissions as parent site, or Use unique permissions. Select a language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See Customizing the Translation Settingsfor more information. NOTE: The translation options for Spanish, French, German and English are currently all still in English. You must customize the files directly to translate the Web Part user interface to the language you require. See Customizing the Translation Settings for more information.

10 SharePoint Web Parts User Guide / SITE CREATION PLUS Configuration Page 6 of 7 About Web Part. The Bamboo Support Desk may ask you for the version of the Web Part you have installed if you call them for support. You will find the Web Part version in this section of the tool pane. Figure 2: Tool pane configuration of Site Creation Plus Web Part

11 SharePoint Web Parts User Guide / SITE CREATION PLUS Using the Web Part Page 7 of 7 Using the Web Part You can use Site Creation Plus Web Part to create sites using a specific site template. Simply enter the Title and Description and choose if the new site will inherit the permissions of the parent site or use unique permissions (see Figure 1).

12 SharePoint Web Parts User Guide / TREE VIEW - Overview Page 1 of 10 Tree View (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that helps increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. Today, SharePoint does not provide a tree view or hierarchical structure of list or library items. Many users prefer to use a tree view to navigate through their folders and files. The Bamboo Tree View Web Part provides a tree view, hierarchical navigation allowing users to quickly browse through the SharePoint lists and document libraries to locate an item.

13 SharePoint Web Parts User Guide / TREE VIEW - Features Page 2 of 10 Features This Tree View Web Part provides the following features: Select a SharePoint List, Document Library, Picture Library, Discussion Board to display list items and folder structure in a tree view. Select a SharePoint view which has been configured to group by a column to display its data in a tree view structure. Automatically expand library items in the tree up to 3 levels. Limit the number of library items displayed per page. Navigate all sites in the site collection or just the sites under the current site. Fully functioning List, Library and Discussion Board toolbar menus available in the Web Part. Allow users to select one or more list or library views from the Web Part tool bar. Show or hide the left tree pane. Configure the Web Part to automatically expand the height of the Web Part to fit the data results in the right pane. Automatically sort Discussion Board posts by Name or Last Modified Date

14 SharePoint Web Parts User Guide / TREE VIEW How Does It Work? Page 3 of 10 How Does It Work? The Tree View Web Part displays list, library, discussion and wiki items, as well as site navigation, in a hierarchical structure allowing the user to navigate to the information much like the navigational structure of Windows File Explorer. This tree view structure allows users to quickly view the content structure of the list, library, discussion or wiki and visually determine the fastest way to locate an item. SharePoint Document and Picture Libraries Folder items are displayed in the left pane while their contents are displayed in the right pane. The user clicks to expand a folder item in the left pane to view sub folders. Users select a folder to view its contents in the right pane. If a list has no groupings or a library has no folders, then all items are displayed in the right pane when the user selects the top node for the list or library in the left pane. You can also create new documents or folders, upload documents, and perform standard SharePoint actions (depending on your list/library configuration settings) by using the New,Upload and Action buttons on the toolbar. Figure 1: Tree View Web Part displays Document Library Hierarchy and Folder Content SharePoint List Views When displaying a SharePoint List in the Tree View Web Part, the tree hierarchy can display the Group By configuration of the selected list view or a folder hierarchy depending on the option selected in the Web Part tool pane. In other words, if you selected to display your Tree View items in the All Tasks view and you configured the All Tasks view to be grouped by Status then each grouping is displayed in the left pane as a folder and displays the items related to that grouping in the right pane. You only see a tree structure for a view if the selected view has been configured to group list items by one or more columns.

15 SharePoint Web Parts User Guide / TREE VIEW How Does It Work? Page 4 of 10 Users can also create new List items in the configured List using the New button just over the left pane. Figure 2: Tree View Web Part displays Tasks list items grouped by the Status column

16 SharePoint Web Parts User Guide / TREE VIEW Configuration Page 5 of 10 Configuration Adding the Web Part to a Page After the product is installed, it is available in the Virtual Server Gallery. Users with the Designer or Full Control permission levels can add the Web Part to web site pages. To add the Web Part to a page: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the product check box, and then click Add.

17 SharePoint Web Parts User Guide / TREE VIEW Configuration Page 6 of 10 Configuring the Tree View Web Part Depending on whether you are configuring a SharePoint List, Document or Picture Library, Wiki Library, or Discussion Board, certain options are available for configuration in the tool pane. To configure the Tree View Web Part: 1. Select Modify Shared Web Part from the menu accessed at the upper right corner of the Web Part. This menu is only accessible by users with authority to modify the page. 2. The tool pane for the Tree View Web Part is displayed on the right side of the screen (see below). See the Tree View Configuration section to configure the following properties: Display site navigation. Select this check box to display all sites in the site collection in a hierarchical tree view in the left pane of the Web Part. Only this site and below. Select this check box to limit the site navigation hierarchy to just sites below the current site. List name. Select from the selection list provided. All available lists, document libraries and picture libraries for the site are displayed. Select views to display results. If you select a SharePoint list, you can select one, multiple or all views available for the selected list. Selecting multiple or all views makes these views available to the Web Part user in the Display view drop-down list at the top right of the right pane. For lists that do not contain folders, you can only see a tree structure for a view if the selected view has been configured to group list items by a column. Number of items per page. This option is only enabled when you select a document or picture library. The Tree View Web Part uses this number to display the number of items per page when a tree node is selected. When you select a SharePoint list, the Tree View Web Part uses the Number of items to display in the Item Limit section of the List view. Automatically expand level. Select this check box to automatically expand the tree nodes up to 3 levels when the Web Part renders. Organize results by. Select this check box to display information in the left pane of the Web Part by folder hierarchy or by the grouping configured in the selected list view. Dynamic height. This option allows the Web Part to expand in height based on the amount of data displayed in the left or right panes. Select a language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. NOTE: The translation options for Spanish, French, German and English are currently all still in English. You must customize the files directly to translate the Web Part user interface to the language you require.

18 SharePoint Web Parts User Guide / TREE VIEW Configuration Page 7 of 10

19 SharePoint Web Parts User Guide / TREE VIEW Using the Web Part Page 8 of 10 Using the Tree View Web Part You can use the Tree View Web Part to display items from SharePoint Lists, Document Libraries, Discussion Boards, Wikis and Picture Libraries or to display sites in the site collection. Display Site Navigation From the left pane, click the plus sign or the site item name to view sub-sites in the right pane. You can also click the Create button on the toolbar to create a new SharePoint site under the selected node. Clicking the name of the sub-site or the icon takes you to that site. You can also limit the tree hierarchy to show only sites under the current site by selecting the Only this site and below check box in the Web Part tool pane. Document and Picture Libraries From the left pane, click the plus sign to expand a folder and display all of its subfolders. Select a folder to display its contents in the right pane. Select from the Current View drop-down box to display thumbnail representations of your items or list views configured in the tool pane. You can also create new documents or folders, upload documents, and perform standard SharePoint actions (depending on your list/library configuration settings) by using the New, Upload andaction buttons on the toolbar.

20 SharePoint Web Parts User Guide / TREE VIEW Using the Web Part Page 9 of 10 SharePoint List View Use Case The screen below shows a Tasks List view configured to group list items by the Priority column then by the Status column. The user then configures the Bamboo Tree View Web Part to display the Task list. The tree hierarchy is based on the configured Group By specification in the selected view as shown below.

21 SharePoint Web Parts User Guide / TREE VIEW Using the Web Part Page 10 of 10 Display Discussion Board Information in Tree View Display Discussion Board items in Tree View by topic name and hierarchy of replies as they were made in the Discussion Board itself. This view allows users to quickly navigate to the topic of their choice and choose a discussion thread to review. Users can create new discussion posts for the selected topic item in the left pane by using the New button on the toolbar.

22 SharePoint Web Parts User Guide / DATA VIEWER - Overview Page 1 of 24 Data Viewer (Site Builder Package) Overview Microsoft's Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that help increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. Currently, WSS 3.0 SharePoint users who want to display list, SQL data or other external data in a data view must use SharePoint Designer to create the data view and modify it to display the data with the look and feel, groupings, filtering, sorting, and conditional formatting of their choice. Because most SharePoint administrators need to limit the use of this tool due to users' ability to modify SharePoint pages and data directly, and reduce their costs as much as possible (SharePoint Designer also has its own licensing cost), Administrators have no choice but to take on the work themselves when a customer requests a specific data view. The Bamboo Data-Viewer Web Part allows you to display list, SQL table/view, List Rollup, or other external data within a Web Part without using SharePoint Designer. You can customize the look and feel, allow users to group, filter, sort, or export items to Microsoft Excel, and customize the CSS or change the Web Part skin. It also provides powerful features such as displaying nested child data, dynamic filtering, and inline editing of master data. Using the Data-Viewer Web Part with MashPoint allows you to connect to your external data and bring it into WSS 3.0.

23 SharePoint Web Parts User Guide / DATA VIEWER - Features Page 2 of 24 Features This Bamboo Web Part provides the following features: Display SharePoint List, SQL table data or List Rollup Data View data. Connect your external data to SharePoint and Bamboo Web Parts using MashPoint on WSS. Show child list, SQL, or List Rollup data along with master data (linked through fields you select in the master and child data sources). Allow inline editing of master list directly from the Web Part interface. Apply conditional formatting to master data and nested data separately. Perform a calculation (sum, average, count, min or max) on selected columns in the parent and child data sets. New! Set default grouping, sorting and filtering of the data in addition to allowing users to change these settings dynamically. Sort data in both the parent and child data sets separately. Users can drag and drop column headings on the grouping bar in the Web Part to dynamically group the data. Export data to Microsoft Excel. Exporting data to Microsoft Excel exports parent and child data into separate sheets. Allow users to perform inline, multi-level filtering of the data on the entire data set instead of just each page in the list. Limit the number of items displayed at a time as well as the total number of items. Customize the CSS or choose from 12 different skins to set the look and feel of the Web Part. Updated the number of skins from 3 to 12! Customize the translation of the Web Part tool pane text. Solution Deployment silent install now available for this Web Part. Works with the new Web License Manager 1.2. New! Add new items directly from the Data Viewer Web Part when connected to a SharePoint List or Library. New! This Web Part has the following limitations: Setting the parent and nested child data relationship to be based on a column type of Choice, Multiple lines of text, or Calculated will not display nested child data correctly. May not work properly with data sources containing more than 20,000 items. Unable to export master and nested data into same Microsoft Excel workbook. Must be exported separately. The List Rollup data view data source must be in a site that uses the same language as the site where Data Viewer is used. Currently, there is no support for filtering the Data Viewer list by multiple names with a People column. Must use "Contain" filter to filter by one person. A multi-value Lookup column does not display in the in-line editing form. The selected List View in the tool pane is not used to to filter the data. The settings in the Filter Settings section of the tool pane are used instead.

24 SharePoint Web Parts User Guide / DATA VIEWER How Does It Work? Page 3 of 24 How Does It Work? First, you must configure a data source: SharePoint List, SQL Server, Bamboo List Rollup, or MashPoint/BDC. Then you must select a master list (or table). The list (or table) selected acts as the master when you choose to display an inline child list or SQL data in the Web Part. For the Bamboo List Rollup, you must enter in the URL to the page where the data view resides and click Connect. Select the List Rollup data view/form as the master list, then select columns you want displayed in the Web Part. Optionally, you can set the default grouping, filtering and sorting that users see when they first view the data. You can also configure the Web Part to allow users to dynamically change these settings. Set conditional formatting on the master and/or child data in the Web Part. Set the font color, size, weight, etc. Apply calculations, such as sum, count, average, min or max, with labels and formatting to parent and child columns of your choice. In addition, you can allow users to edit master data directly from the Web Part using inline editing. You can also choose to display a nested child SharePoint list, SQL or List Rollup data that users can view by expanding a node on the master data row in the Web Part. Select the columns you want displayed in the child view as well. Then set the item limits and language setting. Finally, you can choose to customize the CSS directly, or select a skin. Your Web Part may look something like this if you just display a SharePoint List and not include any other dynamic or conditional formatting options: Allowing users to dynamically group, filter, sort and export data, provides the following functionality: Group By You can drag and drop column headings to the bar at the top of the Web Part to group the data. Drag as many columns as you want to display sub-groups of data.

25 SharePoint Web Parts User Guide / DATA VIEWER How Does It Work? Page 4 of 24 Sort You can click the column headings to sort ascending, descending, or not sort at all. An example of the sorting feature is on the Assigned To column above. You can sort data in both the parent and child data sets. Filter You can filter the data by entering a value in the filter text box displayed at the top of each column. Enter the filter value for one column, then click the Filter icon. Select from a list of comparison operators, such as equal to, contains, starts with, etc. If you want to continue to filter down the new data set, then enter another filter value in the same or another column. To remove the filter, click the filter icon and select No Filter. Export to Excel Export your master and child data to Microsoft Excel by clicking either the Master Grid Excel Export button (to export master data) and/or the Hierarchy Grid Excel Export button (to export child data). Add New Item Click the Add New Item link at the bottom left of the Data-Viewer Web Part to enter in new item information in a pop-up form for SharePoint List and Library data sources. Inline Edit Click the Bamboo Edit icon to edit your master data directly within the Web Part interface. An example of what the inline edit feature looks like is below. For the People and Groups column types, just type in the name of the person and click the magnifying glass icon to search for that person.

26 SharePoint Web Parts User Guide / DATA VIEWER How Does It Work? Page 5 of 24 Configuring the Web Part to display child data, may look something like this: Users can expand the node to view the child data. If the Web Part is configured for a SharePoint List, then you can choose to display the Title column with link to the item or the Edit icon (if you've added it to your list view). You can also choose this Title column type to display in the child list data. Users can click this link (or the Edit icon) to edit the master or child item directly from the Web Part. You can setup conditional formatting and perform calculations on both master and nested child data from the Web Part tool pane. Change the font color, size, weight, type, add underlining, set the text alignment, adjust the character spacing, etc. Calculate the average, sum, count, min or max of any column within the master or nested data. With conditional formatting and calculation settings, your Data-Viewer Web Part may look something like this:

27 SharePoint Web Parts User Guide / DATA VIEWER How Does It Work? Page 6 of 24 In the screenshot presented above, notice that some of the Status column values are bolded, colored, and larger font as well as some of the child data rows are highlighted a different color depending on their % complete value and the child data status for 'Not Started' is red, bold font. Also shown is the total project cost shown in light blue italic font above the project data rows in the Cost column, and the total project cost for the child data (i.e. project tasks) shown in pink italic font at the bottom of the Est Cost column.

28 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 7 of 24 Configuration Adding the Web Part to a Page After the product is installed, it is available in the Virtual Server Gallery. Users with the Designer or Full Control permission levels can add the Web Part to web site pages. To add the Web Part to a page: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the product check box, and then click Add.

29 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 8 of 24 Configuring the Data-Viewer Web Part To configure the Data-Viewer Web Part, do the following: 1. Data Source. Select the data source you want to connect to. (Required) SharePoint List. Select this option to configure the data source for this Web Part to display data from a SharePoint List View. o Site. Enter the site containing the List, and click the green arrow to refresh the Master List drop-down with the lists from this site. o Master List. Select a SharePoint List. This list acts as a master list when you choose to display nested child list data in the Web Part. List View. Select a List View for the selected SharePoint List. SQL Server. Select this option to display data from a SQL table. o Server Name. Enter the name of the SQL server. o Database Name. Enter the name of the database you want to connect to. o Windows Authentication. Select this check box if you want to use the currently logged in user to access the SQL database. You must have enabled Windows Authentication as the Authentication Mode in SQL Server in order to access the database successfully. If you do not select this check box, then you must enter a SQL user name and password to access the database. o o o o NOTE: If you choose to enter a SQL user name and password, then make sure that Windows Authentication is not the authentication mode for your SQL server. User Name. Enter a SQL user name that has access rights to the database. Password. Enter the SQL password. Connect. Click this button to connect to the database and populate the Master Table dropdown list. Master Table. Select a SQL table. This table acts as a master table when you choose to display nested child table data in the Web Part.

30 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 9 of 24 List Rollup. Select this option to display Bamboo List Rollup items in the Data-Viewer. For more information on setting up and creating a List Rollup data view/form to use as a data source, see the List Rollup Application Notes for WSS 3.0. If you do not currently use List Rollup and want to learn more about it, please visit our storefront to download the Application Notes and a free trial version. Note: You must use Data-Viewer 1.2 with List Rollup 3.2 or higher to use the List Rollup data source option. o o o Enter the URL for the page where the Bamboo List Rollup data view/form resides. Type in the URL to the page where your List Rollup data view/form resides. Connect. Click this button to connect to the SharePoint web page and populate the Master List drop-down list with all the List Rollup data views/forms on that page. Master List. Select a List Rollup data view/form from the drop-down. Note: The List Rollup data source option NOW ALLOWS nested child data. MashPoint/BDC. This option allows you to use Bamboo's MashPoint or SharePoint's Business Data Catalog (BDC) to connect to your external data on WSS. To learn more about MashPoint, see What is MashPoint? or for installation instructions see the MashPoint Installation Guide.

31 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 10 of 24 Available Columns. Once you have selected your data source, you must select the columns you want displayed in the Web Part. (Required) Nested Data Settings (for the SharePoint List data source). These settings allow you to show child data connected to the master SharePoint List or SQL table/view data through a Lookup column or reference field. (Optional) Show Nested Data. Select this check box to enable showing child SharePoint List data in the Web Part. Child List. Select the child SharePoint List you want to display. Child List View. Select the child SharePoint List View. Child Column. Select the column in the child list that has data that matches the data in the Parent Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part. Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part. Child List Available Columns. Select the child list columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must click the + to expand the row and show the child data. See How Does it Work? for more information. Nested Data Settings (for the List Rollup data source). These settings allow you to show child data connected to the master List Rollup data view through columns linked through matching data. (Optional) Show Nested Data. Select this check box to enable showing child List Rollup data in the Web Part. Child List. Select the child List Rollup data view you want to display.

32 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 11 of 24 Child Column. Select the column in the child list that has data that matches the data in the Parent Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part. Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two data sets that enables you to view the nested data in the Data-Viewer Web Part. Child List Available Columns. Select the child list columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must click the + to expand the row and show the child data. See How Does it Work? for more information. Nested Data Settings (for the SQL Table data source). These settings allow you to show child data connected to the master SQL Table through columns linked through matching data. (Optional) Child Table. Select the child SQL table you want to display. Child Column. Select the column in the child list that has data that matches the data in the Parent Column field. This creates a link between the two tables that enables you to view the nested data in the Data-Viewer Web Part. Parent Column. Select the column from the parent (i.e. master) list that has data that matches the data in the Child Column field. This creates a link between the two tables that enables you to view the nested data in the Data-Viewer Web Part. Child Table Available Columns. Select the child table columns that you want to display in the Web Part. These columns are displayed directly beneath the master list row in the Web Part. You must click the + to expand the row and show the child data. See How Does it Work? for more information. Group By Settings. Set the Web Part to automatically default to group by the selected column or field. (Optional) Select a Field. Select a column or field to group the data in the Web Part. Show Groups in Ascending Order. Select this check box to list the groups in ascending order. Show Groups in Descending Order. Select this check box to list the groups in descending order. By default, show groupings Collapsed or Expanded. Select to display the groups expanded or collapsed by default. Sort Settings. Set the Web Part to automatically default to sort by the selected column or field. (Optional) Select a Field. Select a column or field to sort the data in the Web Part. Show Items in Ascending Order. Select this check box to list items in ascending order. Show Items in Descending Order. Select this check box to list items in descending order.

33 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 12 of 24 Filter Settings. Set the Web Part to automatically filter the data displayed to the user. (Optional) Show items when. Select the column or field, select the comparison element (i.e. is equal to), and then enter the value to filter on. Show more filter fields. Click this link to enter more criteria for the filter using an And/Or. Conditional Formatting Settings. Set conditional formatting on both the master data source as well as nested data. See About the Conditional Formatting Settings for information on limitations. (Optional) Master Data Formatting and Nested Data Formatting. The Master Data Formatting section is always available and allows you to apply conditional formatting using data in your Master List, Table/View or List Rollup. The Nested Data Formatting section is only available if you have nested data configured for a Master List or SQL Table/View. Format Items When. Select the column, a comparison operator and enter the value. Format Preview. Click the blue box to set formatting. A dialog box pops up so that you can set font color (i.e. foreground), background color, underlining, font size, alignment, etc. Apply background color to entire row. Select this check box to apply the background color to the entire row instead of only the background of the column cell. Add another conditional format. Click this link to add another conditional format.

34 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 13 of 24 Calculated Settings. Users can show, label and format the count, sum, average, max, or min of any column in the parent or child data set. Master Data Formatting and Nested Data Formatting. The Parent Grid Settings section is always available and allows you to apply a calculation to a column in your Master List, Table/View or List Rollup. The Child Grid Settings section is only available if you have nested data configured for a Master List, SQL Table/View or List Rollup data view. Select a column to perform calculation. Select a column from the drop-down box. Operator. Select an operator from the drop-down box. Depending on the data type of the column selected one or more operators are available for selection. Operator Label. Type in a descriptive label that is displayed in front of the calculated value. Display result location. Select to display the calculated value along with its label either just below the column header, or at the bottom of the grid. Click below to format the result. Click the blue box to set formatting. A dialog box pops up so that you can set font color (i.e. foreground), background color, underlining, font size, alignment, etc. Add another calculated column. Click this link to add another calculated column. Dynamic Settings. Allow users to filter, group, sort and export items to Excel by selecting the appropriate check boxes. (Optional) Allow Filtering. Allows users to filter items from the Web Part user interface. Users can enter values in the filter text boxes to keep filtering the data down to the data set they want to work with. Allow Group By. Allows users to group items from the Web Part user interface. Users can drag and drop a column heading to the bar just above the column heading bar. The drag and drop feature only applies to the master list column headings. You cannot group the data by the child list column headings. See How Does it Work? for more information. Allow Sorting. Allows users to click a column heading to sort items. Click column heading to change state from ascending, descending and no sort.

35 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 14 of 24 Allow Inline Editing. Shows the Bamboo Edit column which contains an Edit icon for each row. Click this icon to edit the respective row data directly from the Data-Viewer Web Part interface. See About the Dynamic Settings for more information on limitations. Allow add new item. Shows the Add New Item button link at the bottom left of the Data Viewer Web Part. This option is only available for the SharePoint data source when it is connected to a List or a Library. Click the Add New Item link to enter in new item information in a pop-up form. Export Settings. Allow users to export the parent data and the child data to Microsoft Excel to separate Excel Workbook files. Allow Export to Excel. Displays the Master Grid Excel Report Export button to export data from the master data source to Microsoft Excel and, if applicable, the Hierarchy Grid Excel Export button to export the child data associated with the master data source to a separate Microsoft Excel spreadsheet. Allow Export to MSProject. This feature is only available with SharePoint Project Management Central. Item Limit Settings. Set a limit for the number of items displayed per page and the total number of items the Web Part can display. (Optional) Allow Limiting Items. Select this check box to enable limiting items. Number of Items per Page. Enter a number to limit the number of items displayed per page. Number of Total Items. Enter a number to limit the total number of items displayed in the Web Part. Style Settings. Select the look and feel for how the Web Part is displayed.

36 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 15 of 24 Skin. Select this option to choose from twelve different skins: Default (selected theme), Office 2007, Web 2.0, Vista, Telerik, WebBlue, Outlook, Black, Hay, Sunset, Forest and Simple. Custom CSS. Select this option to customize the CSS for the Web Part directly. Click the Custom CSS button to display a window where you can edit the CSS. See Styling the Web Part for more information. Language Settings. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. SeeCustomizing the Translation Settings for more information. NOTE: The translation options for Spanish, French, German and English are currently all still in English. You must customize the files directly to translate the Web Part user interface to the language you require. See Customizing the Language Setting for more information. Click Apply, then OK when you have finished configuring the Web Part.

37 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 16 of 24 About the Conditional Formatting Settings The following are limitations for the Conditional Formatting settings: Changes to the foreground color (i.e. font color) cannot be applied to linked items, such as People and Groups column types, Lookup column type and the Title column with the "linked to item" or "linked to item with edit menu" attribute. No formatting is applied to Lookup columns that allow multiple values. Can only apply a background color to the Title column with "linked to item with edit menu". When configuring conditional formatting using the % Complete column, you must enter the whole number for the value (i.e. 25 for 25% or 10 for 10%) About the Dynamic Settings and Export Settings The following are limitations for the Dynamic Settings: Group By If you group by more than 2 columns, all items are shown under the last grouping node. Column names in Group by bar on Web Part interface are unreadable when using Web20 skin. Filter Cannot dynamically filter on columns of the following types: Calculated Lookup % Complete Person or Group Date and Time Hyperlink or Picture Also, the dynamic filter, currently, only filters by one column at a time. Sort When sorting on a Number or Currency data type, the data is sorted as a string data type. Inline Editing The Inline Edit form does not currently support the following column types: Lookup with multiple values Calculated

38 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 17 of 24 Multiple Lines of Text These items are not displayed in the Inline Edit form. Export Settings The exported Excel file doesn't retain the correct conditional formatting color applied in the Web Part. The Excel export functionality cannot export master and child data to the same Excel workbook. You must export them separately into separate workbooks.

39 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 18 of 24 Styling the Web Part By default, the Data-Viewer Web Part renders the user interface using the default CSS styles that are selected in your SharePoint webs. The look and feel of the Web Part can be further customized by editing the custom CSS file in the tool pane of the Web Part. To customize the style of the Web Part: 1. Select Custom CSS and click on the button. The text editor opens and displays the default CSS styles. Make any changes to the applicable styles. 2. Press Save and confirm the prompt to save your changes. The Data-Viewer Web Part uses the following class selectors to define each elements of the Web Part:

40 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 19 of 24 Data Grid (entire grid) Table Contents and Border Rows and Alternating Rows

41 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 20 of 24 Selected Editing Row Group Header

42 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 21 of 24 Footer Bar Filter Row

43 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 22 of 24 The default CSS styles for the Data-Viewer Web Part are listed here: 1 iv.radgrid_custom 2 { 3 border: solid 1px #3b5a82; 4 font: normal 11px Tahoma, Arial, Verdana, Sans-serif; 5 text-align: left; 6 background: white; 7 } 8.RadGrid_Custom a 9 { 10 color: #000000; 11 } 12.MasterTable_Custom 13 { 14 border-collapse: separate!important; 15 color: #27413e; 16 } 17.MasterTable_Custom th 18 { 19 padding-left:4px; 20 } 21.MasterTable_Custom td 22 { 23 padding-left:3px; 24 } 25.GridHeader_Custom, 26.ResizeHeader_Custom 27 { 28 font: bold 10px; 29 background: #d3dbe9 url('img/gridheaderbg.gif') repeat-x; 30 height: 19px; 31 color: #27413e; 32 border-bottom: solid 1px #9eb6ce; 33 } 34.GridHeader_Custom a 35 { 36 color: #27413e; 37 text-decoration: none; 38 } 39.GridRow_Custom, 40.GridAltRow_Custom 41 {

44 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 23 of background: transparent; 43 height: 19px; 44 } 45.GridRow_Custom td, 46.GridAltRow_Custom td, 47.GridEditRow_Custom td 48 { 49 border-right: solid 1px #d0d7e5; 50 border-bottom: solid 1px #d0d7e5; 51 } 52.GridEditRow_Custom 53 { 54 background: #ffffe1; 55 } 56.GridEditRow_Custom input 57 { 58 font-size: 11px; 59 } 60.GridPager_Custom 61 { 62 background: #9ab5db url('img/gripagerbg.gif') repeat-x; 63 height: 15px; 64 color: white; 65 } 66.GridFooter_Custom 67 { 68 background: #fbfbfb; 69 height: 19px; 70 color: #666; 71 } 72.GridFooter_Custom td 73 { 74 border: solid 1px #fbfbfb; 75 border-top: 1px solid #637783; 76 padding:0 4px; 77 } 78.GridFooter_Custom td a 79 { 80 color: #666; 81 } 82.GridPager_Custom td a 83 {

45 SharePoint Web Parts User Guide / DATA VIEWER Configuration Page 24 of color: #ffffff; 85 } 86.GridPager_Custom td a:hover, 87.GridFooter_Custom td a:hover 88 { 89 color: #000000; 90 } 91 tr.groupheader_custom 92 { 93 background: #e4ecf7; 94 height: 22px; 95 } 96 td.gridheader_custom input 97 { 98 width: auto; 99 float: left; 100 border: solid 1px #3b5a82; 101 background: #fafafa; 102 font: bold 10px Verdana, Arial, Sans-serif; 103 color: #989cb0; 104 height: 14px; 105 vertical-align:middle; 106 } 107.GridFilterRow_Custom 108 { 109 background: blue; 110 } 111

46 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH - Overview Page 1 of 15 List Simple Search (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that helps increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. While one of the main attractions of SharePoint is the ability to quickly build a shared information database through the use of Lists, one of the limitations for many users is the search utility. The search is capable of searching all lists and documents, but does not provide an easy way for an end user to constrain their search to a specific list using specific fields or to specify how to display results. The results display of the out-of-the-box SharePoint search is difficult for many users to interpret since it lists items from different lists and shows limited information. Bamboo has two Web Parts that can help. The List Simple Search Web Part and the List Advanced Search Web Part. The List Simple Search Web Part is intended for you to configure for your end users. It presents a simple, straightforward search interface for a single list without confusing field lists or Boolean operators. The search results are presented like a SharePoint list view that is familiar to most end users. Specifically, the Bamboo List Simple Search Web Part allows you to specify the: List to be searched; View to use to configure the search results display; and, Fields within the list to make available for use as search criteria. The List Simple Search Web Part provides you with the flexibility to easily create a user friendly search interface to allow end users to perform a quick query on a large list such as Issues or Tasks. For more advanced users who need to perform more complex queries, please see our List Advanced Search Web Part.

47 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH - Features Page 2 of 15 Features This List Search Web Part provides the following features: In the Web Part configuration: o o o o o Select a list to search from a selection of available lists; Select the fields to be displayed to the end user as possible search criteria; Select a list view to specify the format and sort order of the search results; Translate the Web Part into English, French or Spanish, or customize translation for the language you need; and, Customize the look and feel of the Web Part by modifying the HTML Source and CSS. While using the Web Part, end users: o o Specify criteria using standard conventions based on field type (i.e., a calendar for date/time fields); and, Click Search and see results in a familiar list display. This Web Part has limitations and should not be used in the following cases: The List Simple Search Web Part does not support the following views for displaying search results: SharePoint List Document Library Picture Library All Unsupported View Explorer Explorer, Selected Pictures, Slide Show Calendar

48 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH How Does It Work? Page 3 of 15 How Does It Work? The interface of the List Simple Search Web Part is shown in Figure 1. The search fields are displayed in the order selected during the Web Part configuration. The controls (i.e., text box, drop down selection box) displayed are based on the field type. For example, fields of type choice list the valid choices with a drop down selection box (see the Priority, Status, and Assigned To fields in Figure 1). Figure 1: List Simple Search interface End users simply enter search criteria and click Search. Multiple criteria are joined using a AND or an OR operator. If necessary, users can clear the criteria entered by clicking Reset. Clicking Search generates the search results (see Figure 2). Depending on the Web Part configuration, the search criteria remain displayed above the results list. The search results can be sorted by clicking on any column heading. Clicking the same heading a second time reverses the sort order. If the number of item in the search results is more than the selected view item limit per page, they are separated into pages with a Go to link at the bottom. Figure 2: List Simple Search Results

49 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 4 of 15 Configuration Adding the Web Part to a Page After the List Simple Search Web Part is installed, it is available in the Virtual Server Gallery. Users with Add and Customize Pages rights can add the Web Part to web site pages. The Add and Customize Pages rights are included by default in the Web Designer and Administrator site groups. To add the Web Part to a web site page in SPS 2003 or WSS 2.0: 1. On a web site page, click Modify Shared Page in the upper right corner. 2. Click Add Web Parts. 3. Click Browse. 4. Click Virtual Server Gallery. See Figure 3. Figure 3: Add Web Part to a page 5. Select the Bamboo Simple Search Web Part from the list, specify the zone, and click Add. Alternatively, just drag and drop the Web Part to the desired zone. 6. Configure the Web Part. To add the Web Part to a web site page in WSS 3.0: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the Bamboo Simple Search Web Part check box and then click Add. See the Web Parts available.

50 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 5 of Configure the Web Part.

51 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 6 of 15 Configuring the List Simple Search Web Part To configure the List Simple Search Web Part: 1. Select Modify Shared Web Part from the menu accessed at the upper right corner of the Web Part. This menu is only accessible by users with authority to modify the page. 2. The configuration page for the List Simple Search Web Part is displayed on the right side of the screen (see Figure 4). See the Simple Search Configuration section to configure the following properties: Select List Name. Select from the selection list provided. All available lists are displayed. Search Columns. Once a list is selected, the columns appear in the Available Columns list. Select the search fields from the list of available columns. Highlight several columns and move them to the Search Columns list by clicking the right arrow button. If necessary, move them off the Search Columns list by clicking the left arrow. Move all available columns by clicking the double arrow. Use the Up and Down buttons to rearrange the order of the search columns. Select Search Operator. Select a AND or an OR operator. Multiple search criteria will be joined by the selected operator. Select a View to Display Search Results. Select the view from the selection list provided. All available views for the selected list are displayed. The selected list view will define which Search Result columns are display, what format these columns will be displayed in (for example, if a number column is displayed as percent % or just number) and the default sort order to display the results. Keep Search Criteria with Search Result Page. Check this box if you want the search criteria to stick on the page when the results are displayed. If you don t check this box, the results are displayed with a Back button so the user can easily get back to the criteria to revise or reset the search. Show Default Value for Search Columns. Check this box if you want Web Part to automatically display the default value of the column in the search criteria text or selection box. Show Print Button. Check this box if you want to display the Web Part print button. This will allow the user to display the search results in a printer friendly window. Include Key Word Search. Check this box if you want to display the search criteria optionsearch in all Columns for to the user. If the user enters text in this field, all columns in the list will be search for the defined words or phrases. Include Content Search with Key Word Search. Check this box if you want to perform meta-data and content search when using Key Word Search text box. NOTE: SharePoint content search indexing must be configured and running for this option to function. Use Default Key Word Search Results View. Check this box if you want to use thesharepoint keyword default search result view. Language for Search Criteria. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See Customizing the Translation Settings for more information. NOTE: Only the English, French and Spanish translations are available. The translation options for German are currently still in English. You must customize these files directly to translate the Web Part user interface to the language you require. See Customizing the Translation Settings for more information. Select Style. Select if the layout style of the Web Part is either Default or Custom. Defaultstyle layout will stack the search criteria based on the Search Column order vertically.custom style layout will allow the web page designer the ability to customize the layout of the Web Part search criteria by clicking on Source Edit. In both Default and Custom style layout, the web designer can control

52 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 7 of 15 certain look and feel of the Web Part by modifying the CSS. To modify the CSS, click on the CSS Edit button. See Customizing the Layout and Styling of the Web Part for more information. Figure 4: Web Part Properties Save your configuration settings by clicking Apply and then OK.

53 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 8 of 15 Customizing the Layout and Styling of the Web Part By default, the List Simple Search Web Part layout and styling are The search criteria are stacked vertically in the Web Part depending on the order defined in thesearch Columns list box found in the Web Part tool pane. The styling of the search criteria and results are defined by the site s Cascade Styling Sheets (CSS) settings. The List Simple Search Web Part provides the functionality to customize the layout and styling of the search criteria and the styling of the search results by allowing the SharePoint administrator to modify the HTML source and the CSS of each Web Part instance. To modify the HTML Source and CSS, open the Web Part tool pane and navigate to the Select Style section (Figure 5). Figure 5: Source Edit and CSS Edit Change the Select style from Default to Custom, to enable the button Source Edit. An HTML Editor window is displayed when the Source Edit button is clicked (Figure 6).

54 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 9 of 15 Figure 6: HTML Editor Window In the HTML Editor window, you can use HTML to define the layout of the Web Part. Notice the list of options on the right side of the window. Field Control is the search columns defined in the Web Part tool pane. User can insert search column control into the Source and define a unique CSS Class Name to be included with the Field Control. After selecting the appropriate Field Control and entering a CSS class, put the cursor in the Source where you want the field to display and click Insert. The following text will be inserted: [@Field:InternalFieldName CSSClass= ClassName ] o defines the type of control (i.e., text box, radio button, selection list) added to the page. The field control is based on the list schema. o The InternalFieldName is the internal name of the search column. An internal name of a column is also the original column name when the column is created. When a column is first created in a list, the internal/original name and display name matches. When the column is renamed, the display name updates to the new name but the internal/original name remains the same. o The CSSClass= is an optional parameter that allows you to define a unique CSS style to the Field Control. o The ClassName is the name of the class to apply to the control. Field Label also lists search columns defined in the Web Part tool pane. Selecting a column and clicking Insert will add the label of the search column into the Source. You can also define a unique CSS Class Name to be included with the Field Label. After selecting the appropriate Field Label and entering a CSS

55 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 10 of 15 class, put the cursor in the Source where you want the label to display and click Insert. The following text will be inserted: [@DisplayName:InternalFieldName CSSClass= ClassName ] o o o o defines the type of control added to the page. Field labels are typically text. InternalFieldName (See Above) CSSClass= (See Above) ClassName (See Above) Search Control lists search controls that can be inserted in the Web Part. These controls include: o o o o Search Button will invoke the search request. Reset Button will clear the search results and search criteria from the Web Part. Print Button will provide the user the ability to print the search results from in a printer friendly window. Keywords TextBox will allow the user to insert the Search in all Columns text field in the Source. After selecting the appropriate Search Control and entering a CSS class, put the cursor in the Source where you want the control to be display and click Insert. The following text will be inserted: Search Button: [@Control:BtnSearch CssClass="ClassName"] Reset Button: [@Control:BtnReset CssClass="ClassName"] Print Button: [@Control:BtnPrint CssClass="ClassName"] Keywords ToolBox: [@Control:TxtKeywords CssClass="ClassName"] An HTML Editor window (Figure 7) is displayed when the CSS Edit button is clicked.

56 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 11 of 15 Figure 7: CSS Edit Window The CSS Edit window contains set of Fixed CSS Classes. When the style of the Web Part is set to Default, the SharePoint web designer can modify these classes to affect all associated controls in the Web Part, without requiring a Custom HTML Source. Below is the list of Fixed CSS Classes available to the SharePoint web designer and what each CSS Class affects: WebPartStyle defines the styling of the Search Criteria table and Search Results table. Here you can define general format, for example alignment, border, and font styles. SearchButtonStyle, ResetButtonStyle and PrintPreviewButtonStyle define the look and feel of the Search, Reset and Print Preview buttons. NOTE: If the option Keep Search Criteria with Search Result Page is not checked, the Print Preview and Back buttons are not customizable in the Search Results view. LabelControls defines the look and feel of the Field Label controls. TextBoxControls defines the look and feel of the Field Controls that are text boxes. TextAreaControls defines the look and feel of the Field Controls that are text areas. ListBoxControls defines the look and feel of the Field Controls that are list boxes. DropDownListControls defines the look and feel of the Field Controls that are drop down menus. CheckBoxControls defines the look and feel of the Field Controls that are check boxes. RadioButtonControls defines the look and feel of the Field Controls that are radio buttons.

57 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 12 of 15 ResultTableStyle define the general style of the search results table. Such settings can include border style, background style and alignment. ResultTableHeaderStyle defines the background color for the column headers of the search results table. ResultNormalItemStyle defines the background color for the odd number search result rows (rows 1, 3, 5, ). ResultAlternatingItemStyle defines the background color for the even number search result rows (rows 2, 4, 6, ). The following Fixed CSS Classes also takes effect when the Web Part style is set to Custom: ResultTableStyle ResultTableHeaderStyle ResultTableNormalItemStyle ResultAlternatingItemStyle If unique CSS Classes are defined in the Source Edit for the Web Part, they should be added to the CSS Class definition in the CSS Edit window.

58 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 13 of 15 Using Search Results to Filter Other SharePoint Web Parts You can use the Simple Search Web Part to connect to a SharePoint list Web Part and use the search result to provide a filter for the list items. To connect the Simple Search Web Part to a SharePoint list Web Part, do the following: 1. On a Web Part Page, click Modify Shared Page. 2. Select Modify Shared Web Parts from the upper right drop-down arrow on the Simple Search Web Part. 3. Select Connections, Provide Selected Row Data To then select a SharePoint list on the page. Figure 7: Web Part Connection 4. Select a column of the list attached to the Simple Search Web Part to filter the selected SharePoint list. In this example, the Start Date column of the Tasks list attached to the Simple Search Web Part is selected. Click Next. Figure 8: Select Filter Column in Simple Search 5. Select a column in the connecting Web Part that contains the data of the filter column in the Simple Search Web Part. In this example, the Start Date column of the Bamboo Calendar Plus Web Part is selected. Click Finish to complete the Simple Search Web Part connection.

59 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Configuration Page 14 of 15 Figure 9: Select a Column in the Connecting Web Part 6. Click on a radio button in the search results table to provide filtering data for the connecting Web Part. In the example below (Figure 10), the Simple Search Web Part filters the Bamboo Calendar Web Part for Calendar items that has start date on October 14, Figure 10: Simple Search Web Part Provides Filtering Data for Calendar Plus Web Part

60 SharePoint Web Parts User Guide / LIST SIMPLE SEARCH Using the Web Part Page 15 of 15 Using the List Simple Search Web Part To use the List Simple Search Web Part, do the following: 1. Enter search criteria in one or more fields. List Simple Search Interface 2. If you enter criteria in Search in All columns for text box, the Web Part will perform a free-text search in all columns of the selected list. If the Include Content Search with Key Word Searchcheck box in the tool pane is selected, the Web Part will also do the content search in addition to free-text search in all columns. 3. Click Search to generate search results or click Reset to reset the criteria. 4. The search results are displayed. Search Results 5. In the search results display, click any column heading to sort the results by that column. Click again on the same heading to reverse the sort order. 6. To see the details of an item, click the linked item. NOTE: the column containing the link to the item is specified in the view used to specify the search results display. If this view doesn t include a column with a link to the item, no link will appear in your search results list.

61 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS - Overview Page 1 of 8 SharePoint Navigators (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) 2003 and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that help increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. SharePoint Administrators or Site Administrators frequently receive the request to make navigating their sites easier or more familiar to their end users. There is also the request to make demonstrating various SharePoint solutions, reports, statuses, presentations easier to display and access. While SharePoint does allow you to have tabs as part of your site navigation, it does not offer menu, tab or tree structure navigation options out-of-the-box that allows a Site Admin with Designer permission level or better the ability to define and set up various navigation options on a page within or across sites or site collections. The SharePoint Navigators is a collection of Web Parts that lets you create menus, tabs or tree structures on any page in a site. These navigation options allow you to connect to other pages, lists, sites or site collections, even external internet sites. Link to any SharePoint list, library, discussion board, etc. using relative links for accessing both HTTP and HTTPS sites as well as ease of portability when setting up custom site templates that contain these navigation types. This product also includes a Site Actions Menu feature that allows you to create a menu item with submenus in the Site Actions drop-down enabling Administrators to quickly link to commonly used resources.

62 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS - Features Page 2 of 8 Features This SharePoint Navigators Web Parts product provides the following features: Three Web Parts: Menu Navigator, Tab Strip Navigator, and Tree View Navigator. This product also includes the Site Actions Menu Navigator which is a SharePoint feature that allows you to create a menu system that Administrators can access from the Site Actions drop-down menu. Select from a variety of skins to display your customized menu, tab strip or tree view. Use relative links to the Bamboo Navigator list that defines the menu, tab or tree view structure. Relative links ensures problem free accessing of HTTP or HTTPS sites, and helps with portability when creating site templates that contain these navigation options. The Bamboo Navigators list is automatically created for you when the Web Part feature is activated in the Site Collection Features area. Use this list or create your own to define your navigation structure. Define the parent and child menu icons for the Site Actions menu along with the navigation structure in a separate list (Bamboo Navigator Site Actions Configuration list) that is automatically created when the Site Actions Menu feature is activated in the Site Collection Features area. SharePoint security remains in effect ensuring that users who do not have access to pages, lists or sites in your menu, tab or tree view structure won t be able to see those menu items. This product has limitations and should not be used in the following cases: You can only set up one Site Actions menu item. This one menu item allows for sub menus but only one item is allowed in the main Site Actions drop-down menu.

63 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS How Does It Work? Page 3 of 8 How Does It Work? The SharePoint Navigators product includes three Web Parts and one SharePoint Feature. They are: Bamboo Navigator Menu Web Part Bamboo Navigator Tab Strip Web Part Bamboo Navigator Tree View Web Part Bamboo Site Action Menu All of these items are installed automatically when you install. You do not need to install them individually. However, the Bamboo Site Action Menu feature cannot be automatically activated during install. You must manually activate this SharePoint feature. When any of the Web Parts are added to a page, the Bamboo Navigators list is created on the site where the Web Part was added. If the Bamboo Navigators list already exists, it will notbe overwritten with a new list. When the Bamboo Site Actions Menu is activated in the Site Collection Features on the top level site (see Manually Activating the SharePoint Navigators for a Site Collection), the Bamboo Navigator Site Actions Configuration list is automatically created. This list only requires one entry. This entry indicates the list information needed to define the parent menu and submenu information for your custom Site Action menu navigation. You can use a list that you create or a copy of the Bamboo Navigators list as your source for your Site Action menu navigation definition. If you create your own list, make sure it contains the following column data: Menu Title Description (used for tooltips) Parent Menu (lookup to Menu Title column) URL (link destination for the menu item) Sort Order (determines the order of menu items relative to their parent menu) Whatever the names of your columns are in your own list, you can map them in the tool pane properties of each of the Web Parts and in the Bamboo Navigator Site Action Configuration list. See Configuration for more information. You can connect to a Bamboo Navigator list (or your own list) across sites or site collections as long as you have access and your users have access to the sites referenced in the list. If a user does not have access to a menu/tab/tree item, that menu/tab/tree item is not displayed to the user.

64 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS Configuration Page 4 of 8 Configuration Adding the Web Part to a Page After the SharePoint Navigators is installed, it is available in the Virtual Server Gallery. Users with the Add and Customize Pages rights can add the Web Part to web site pages. The Add and Customize Pages rights are included by default in the Design and Full Control permission levels. 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the Bamboo Navigator Menu, Bamboo Navigator Tab Strip, or Bamboo Navigator Tree View check box and then click Add.

65 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS Configuration Page 5 of 8 Configuring the Bamboo Navigator Menu Web Part To configure this Web Part, do the following 1. Enter the Site URL. Type the URL address of the site you want to connect to, then click the green arrow button. Enter an absolute or relative URL. It is recommended that you enter a relative URL so that your site can be accessed via HTTP or HTTPS, and for portability when creating site templates. The syntax for entering the relative URL is shown in the screenshot above. 2. Select List. Select the Bamboo Navigators list. You can also use your own list for creating your menu system. You just need to make sure that the list you use has similar columns to Menu Title, Description, URL Link, Parent Menu and Sort Order. 3. Select View. Select the view of the list that contains the columns you want to choose from. The Bamboo Navigators list comes with the Navigators View which includes all of the columns needed for proper configuration (i.e. in the Menu Title, Description, URL Link, Parent Menu, Sort Order fields). 4. Menu Title. Select the column that contains the name of the menu item. 5. Description. Select the column that contains the description of the menu item. This text is displayed in a tooltip when the user mouses over the menu item. 6. URL Link. Select the column that contains the URL address for the menu item. 7. Parent Menu. Select the menu item that is the parent of the item you are creating. This is a lookup column that looks up to the Menu Title column of the Bamboo Navigators list so that you can create submenus. 8. Sort Order. Set the order of the menu items at their respective levels. For instance, for all of the menu items at the parent level (i.e. the Parent Menu column has no selection), you can set the order in which they are displayed. For three child items under one of these parent menu items, you can set the order in which they display under the parent menu item. 9. Select Skin. Select from a variety of user interface designs for your menus. 10. Select a Language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See for more information.

66 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS Configuration Page 6 of 8 Configuring the Bamboo Navigator Tab Strip Web Part To configure this Web Part, do the following: 1. Enter the Site URL. Type the URL address of the site you want to connect to, then click the green arrow button. Enter an absolute or relative URL. It is recommended that you enter a relative URL so that your site can be accessed via HTTP or HTTPS, and for portability when creating site templates. The syntax for entering the relative URL is shown in the screenshot above. 2. Select List. Select the Bamboo Navigators list. You can also use your own list for creating your tab system. You just need to make sure that the list you use has similar columns to Menu Title, Description, URL Link, Parent Menu and Sort Order. 3. Select View. Select the view of the list that contains the columns you want to choose from. The Bamboo Navigators list comes with the Navigators View which includes all of the columns needed for proper configuration (i.e. in the Menu Title, Description, URL Link, Parent Menu, Sort Order fields). 4. Menu Title. Select the column that contains the name of the tab. 5. Description. Select the column that contains the description of the tab. This text is displayed in a tooltip when the user mouses over the tab. 6. URL Link. Select the column that contains the URL address for the tab. 7. Parent Menu. The Tab Strip Web Part only displays first level (i.e.parent level) tabs. It cannot display child items from a tab. So this column should be blank in order to display each item in the list as a separate tab. 8. Sort Order. Set the order of the tabs. For instance, for all of the tabs at the parent level (i.e. the Parent Menu column has no selection), you can set the order in which they are displayed. 9. Select Skin. Select from a variety of user interface designs for your tabs. 10. Select a Language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See for more information.

67 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS Configuration Page 7 of 8 Configuring the Bamboo Site Action Menu Feature To configure the Bamboo Site Action Menu feature, do the following: 1. Navigate to the Bamboo Navigator Site Actions Configuration list on the top level site of the site collection where this feature was installed and activated. NOTE: This configuration list was created when the Bamboo Site Action Menu feature was activated in the Site Collection Features 2. Click New to create a configuration item. You only need one configuration item for this feature. NOTE: You cannot create more than one Site Action Menu item only child menu items can be created under the single Site Action Menu item. 3. Menu Items List URL. Type the URL address to the list you want to use for the Site Actions menu items. You can use an existing Bamboo Navigators list or create one of your own as long as it contains the Menu Title, Description, Parent Column, URL Link and Sort Order Enter an absolute or relative URL. It is recommended that you enter a relative URL so that your site can be accessed via HTTP or HTTPS, and for portability when creating site templates. 4. Site Actions Menu Title. Type the name of your custom Site Actions menu. 5. Site Actions Menu Description. Type the description of the menu item. This text is displayed in a tooltip when the user mouses over the menu item. 6. Menu Title Column Name. Type the exact name of the column in your list that contains the menu title. 7. Menu Description Column Name. Type the exact name of the column in your list that contains the menu item description. 8. Menu Parent Column Name. Type the exact name of the column in your list that contains the parent menu. 9. Menu Sort Order Column Name. Type the exact name of the column in your list that contains the sort order for the menu items. 10. Parent Menu Icon URL. Enter a relative or absolute path to an icon image to be displayed next to the parent menu title. A default icon has been included with the product installation. It can be found here: /_layouts/images/bamboo.navigators/parent.gif 11. Child Menu Icon URL. Enter a relative or absolute path to an icon image to be displayed next to the child menu title. A default icon has been included with the product installation. It can be found here: /_layouts/images/bamboo.navigators/child.gif

68 SharePoint Web Parts User Guide / SHAREPOINT NAVIGATORS Configuration Page 8 of 8 Configuring the Bamboo Tree View Navigator Web Part To configure this Web Part, do the following: 1. Enter the Site URL. Type the URL address of the site you want to connect to, then click the green arrow button. Enter an absolute or relative URL. It is recommended that you enter a relative URL so that your site can be accessed via HTTP or HTTPS, and for portability when creating site templates. The syntax for entering the relative URL is shown in the screenshot above. 2. Select List. Select the Bamboo Navigators list. You can also use your own list for creating your tab system. You just need to make sure that the list you use has similar columns to Menu Title, Description, URL Link, Parent Menu and Sort Order. 3. Select View. Select the view of the list that contains the columns you want to choose from. The Bamboo Navigators list comes with the Navigators View which includes all of the columns needed for proper configuration (i.e. in the Menu Title, Description, URL Link, Parent Menu, Sort Order fields). 4. Menu Title. Select the column that contains the name of the tree view item. 5. Description. Select the column that contains the description of the tree view item. This text is displayed in a tooltip when the user mouses over the tree view item. 6. URL Link. Select the column that contains the URL address for the tree view item. 7. Parent Menu. Select the tree view item that is the parent of the item you are creating. This is a lookup column that looks up to the Menu Title column of the Bamboo Navigators list so that you can create submenus. 8. Sort Order. Set the order of the tree items. For instance, for all of the tree view items at the parent level (i.e. the Parent Menu column has no selection), you can set the order in which they are displayed. 9. Select Skin. Select from a variety of user interface designs for your tree nodes. 10. Collapse the Tree into a drop-down list. Select this check box to display the tree inside of a drop-down list. 11. Select a Language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See for more information.

69 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER How Does It Work? Page 1 of 8 World Clock & Weather (Site Builder Package) Overview The Bamboo Solutions' World Clock & Weather Web Part allows users to display local time and weather for selected major cities around the globe. Many of the weather and clock display settings are configurable. This Web Part (version 1.0) is also available as part of Bamboo Solutions participation in the Community Kit for SharePoint (CKS), a shared source initiative with the objective of delivering a set of best practices, templates, Web Parts, tools, and source code that enables practically anyone to easily create a functional community oriented website on Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server This Bamboo Solutions Web Part version 1.0 and its source code can also be downloaded from the CKS CodePlex web site. Version 2.0 is currently only available through the Bamboo onlin storefront.

70 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Configuration Page 2 of 8 Configuration Adding the Web Part to a Page After the product is installed, it is available in the Virtual Server Gallery. Users with the Designer or Full Control permission levels can add the Web Part to web site pages. To add the Web Part to a page: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the product check box, and then click Add.

71 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Configuration Page 3 of 8 Configuring the World Clock & Weather Web Part To configure the World Clock & Weather Web Part: Select Modify Shared Web Part from the menu accessed at the upper right corner of the Web Part. This menu is only accessible by users with authority to modify the page.the configuration options are displayed in the World Clock and Weather Configuration section of the Web Part properties. Specify the Current Weather Locations to be displayed on the page. Select up to 20 locations. To add a new location: Figure 2: Add Weather Location Type the name of the city in the Search Weather Location text box. Cities matching the search criteria are displayed in the Search Results list. Select the desired city from the Search Results drop down list. Click Add. To change the order in which locations are displayed on the page: Click on a weather location to select it. Click Up or Down to move the location in the display list. To remove a weather location: Click on a weather location to select it. Click Remove. To display the weather in Celsius and/or Fahrenheit: Select the appropriate check box for each location. To add a hyperlink to the location: o Enter a URL into the Link column. When the user clicks on the icon for that location, this URL will be opened in a new browser.

72 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Configuration Page 4 of 8 Specify the weather preferences for the selected Weather Locations. Select the Show weather checkbox to display current weather data. Select the Show Country/Province checkbox to display the location name for the selected location. Figure 3: Select Weather Format Specify the date and time preferences for the selected Weather Locations. Click the Show Date and Time checkbox to display current local time data. Select the preferred display format from the Date and Time Formats drop down list. To continuously update the clock on this page, select the "Update date time every minute" checkbox. Figure 4: Select Date and Time Format Display the Analog or Digital clock. Clock Format

73 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Configuration Page 5 of 8 In order to display the clock, you must first disable the weather by un-check the "Show Weather" checkbox. Now, you can select the Show Clocks checkbox to display current local time data. Select the digital or analog clock and the skin using the drop down list. Note that the clocks are display using JavaScript by defaut. If you want to display the clock using SilverLight technology, enable the "Use SilverLight" check box. All the clients must have the SilverLight client loaded in order to view the clock. The clocks will also use additional 10-20% of the available CPU resource to perform real-time update. The SilverLigth client will use less CPU resource to display the clock. Specify the image display preferences for the selected Weather Locations. Select Medium or Small from the Size drop down list. Medium images measure 96x64. Small images measure 36x36. Select Horizontal or Vertical from the Orientation drop down list. Select Right, Center or Left from the Alignment drop down list. This option will align the icons within the Web Part zone. Select the maximum number of locations that you want to display per row, using the drop down list. If you select the Enable scroll check box, the maximum number of images will be displayed with a scroll arrows instead of multiple rows. Figure 5: Select Image Preferences

74 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Configuration Page 6 of 8 You can format the individual location, temperature and date/time text by click on the icon to bring up the text format dialog box. Special Effects. The World Clock and Weather Web Part has two special effects that you can select: Rain or Snow. Note that enable these effects will consume additional CPU performance on the client machine. You can also display a holiday greeting message by entering the text in the Holiday message. The message will be displayed as shown below: Click Apply to save the World Clock & Weather configuration.

75 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Using the Web Part Page 7 of 8 Using the World Clock & Weather Web Part After the World Clock & Weather Web Part is installed and configured properly, users will see the local time and weather for the selected locations. Sample World Clock & Weather Display (Medium Image Size, Horizontal Orientation) Sample World Clock & Weather Display (Small Image Size, Vertical Orientation) Additional forecast data is available by holding the mouse over the location link or by clicking on the link to access the MSN weather page for that location.

76 SharePoint Web Parts User Guide / WORLD CLOCK & WEATHER Using the Web Part Page 8 of 8 Sample Forecast Highlights Sample MSN Weather Details

77 SharePoint Web Parts User Guide / CALENDAR PLUS - Overview Page 1 of 33 Calendar Plus (Site Builder Package) Overview Microsoft's Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that helps increase individual and team productivity. It also serves as a platform for application development, providing IT resources as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. One of the main attractions of SharePoint is the ability to quickly build a shared information database through the use of lists. A list in a web site based on Microsoft Windows SharePoint Services is a collection of information that you share with team members. SharePoint sites include a set of built-in lists, such as Announcements, Events, Tasks, Issues, etc. You can immediately fill them with items pertinent to your team. You can use the lists that come with your site as-is, you can base them on the designs used for the built-in lists, or you can create custom lists from scratch. If a list includes a date field, you can create a view that displays the list items in a calendar. Your users can quickly switch between the calendar view and other list views. However, SharePoint's predefined calendar view has a number of obvious limitations; it is difficult to resize, and the user cannot specify which column displays in the calendar view, or display that item by a specified color to indicate its status. The Calendar Plus Web Part surpasses the existing SharePoint calendar view's functionality by allowing users to specify the list or view, which column to display, the column by which to color code the displayed items, view day, work week, week, month, year, quarter, and Gantt view, and specify holidays by color coding for display. This Web Part can be filtered to show certain list items that meet specified filtering criteria. In addition, the Calendar Plus Web Part is capable of translating the interface into Spanish, Chinese, Russian, German, Japanese, Vietnamese, French, Italian and Swedish, as well as easily customized appearance and style settings and real-time, user-controlled item filtering.

78 SharePoint Web Parts User Guide / CALENDAR PLUS How Does It Work? Page 2 of 33 Features The Calendar Plus Web Part enhances the SharePoint calendar view functionality by allowing the user to: Resize the calendar within a page, or specify pixel size. Customize the Calendar's appearance with custom CSS or the included collection of built-in skins Select which column to display in the calendar. Wrap items in all calendar views. Show or hide the color legend. Show or hide the Calendar toolbar as well as menu items on the Calendar toolbar. View calendar items by year, as well as day, week, work week, quarter, task, Gantt and month view. Display items from all types of SharePoint lists. Select a SharePoint List, SQL Table or View, MashPoint/BDC Connection, or a List Rollup DataView Web Part as the data source for your calendar. Color code calendar items by selecting a column to code by, and a color or Hex Code for each value from the tool pane. Limit the number of items to display in the Month and Year views. Select columns to be displayed in a tool tip when you mouse over a calendar item. View items in a Quarterly view with a 3 or 6 month view. Filter calendar items from either the tool pane (administrators) or from the Web Part in real-time (users). Display project items in a Gantt view, including percent complete and milestones. Set the milestone date instead of automatically setting the date as the Start Date. New! Set the default date interval to be displayed in the Gantt View. New! Limit the number of items shown in the Task and Gantt Views. New! Specify the date and color to display holidays. Select a list or a view for items and holidays from any site within the site collection. New! Show holidays in all calendar views. New! Create new calendar items based on content types. New! Set the minimum height for holiday text to be displayed in the calendar view to ensure it is clearly visible to users. New! Set the Calendar Plus Web Part size to match the Web Part Zone or specify the height and width in pixels. New! Double-click a date or time cell in ANY view to create a new item for that date or time (works with SharePoint Calendar lists only). New! Print any calendar view. This Web Part has limitations and should not be used in the following cases: The Interval End Date(s) is an earlier date than the Interval Start Date(s). If an End Date is an earlier date then a Start Date for an item in the specified list, the Web Part will not display the item. The holidays are displayed only in the View by Task and View by Month views. Holidays will not be displayed in any other views in this version. Does not display the Bamboo Rich Text column type.

79 SharePoint Web Parts User Guide / CALENDAR PLUS How Does It Work? Page 3 of 33 How Does It Work? Users can do the following with the Calendar Plus Web Part: 1. Select general options such as the default view, show/hide the Calendar toolbar, set the maximum number of items to show in the Year and Month views, select which Views are available on the Calendar toolbar, show/hide the color-coding legend. 2. Select data source calendar options such as whether your data source for your calendar items is a SharePoint List, table or view in a SQL database, or a DataView Web Part. Select which data from the data source is displayed in the calendar, which data is color-coded and assign colors, and then select a single date type or a date range to display the calendar items (i.e. create, modified, start, end). 3. Filter the calendar from the tool pane by entering filter criteria or selecting a List View, or filter it in real time by using the Calendar's action bar, and selecting a view. 4. Select a list to display holidays as well as the column from the list that you want to display, color-coding for the column, and the date to use for displaying the holidays in the calendar. 5. If you have selected a date range to display your calendar items, then you can also configure the Gantt view. Select additional columns to be displayed in the Gantt view along with the displayed column selected in step 2 above, set the column widths for the additional columns, select a color for the progress bar, select a percent complete column as well as a milestone column and image to display for the milestone.

80 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 4 of 33 Configuration Adding the Web Part to a Page To add the Web Part to a page: 1. On a web site page, click Site Actions in the upper right corner. 2. Click Edit Page. 3. Click the Add a Web Part button in the area you want the Web Part to be located in. The Web Part Gallery appears. 4. Select the Bamboo Calendar Plus Web Part from the list, and click Add. 5. Configure the Web Part.

81 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 5 of 33 Configuring the Calendar Plus Web Part After the Calendar Plus Web Part is added to the page, you can customize its appearance to suit your own needs. There are four properties that can be configured. To configure the Calendar Plus Web Part, do the following: 1. On a Web Part Page, click Modify Shared Page. 2. Select Modify Shared Web Parts from the upper right drop-down arrow on the Calendar Plus Web Part. 3. Expand the Bamboo Calendar Plus Configuration section to configure the following:

82 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 6 of 33 Select a Calendar default view to be displayed when the user opens the page. You can choose between the Year View, Month View, Week View, Work Week View, Day View or Task View. Select a month to start in Year & Quarter Views. This option is used to automatically start the Year and Quarter Views on a specified month (or you can select "Current Month" to always start the Year and Quarter views on the current month). With this option, you can start your Year view and Quarter View on the month starting your fiscal year. Six month interval in Quarter view. Show items in the Quarter view by six month intervals instead of the standard three month interval. In the Color Code Year and Quarter Views, select Yes to allow color coding of items in the Year View. Select a Calendar Skin to determine the visual appearance of the calendar itself. Select the Max # of items in Month View and Year view cell to display in the Month and Year view. The calendar displays only the number of specified items in each calendar cell. For example, if you type in 5, the calendar will display up to 5 items in each calendar cell, and the user clicks "more..." in order to see the rest of the items for that day. Set the Gantt and Task View item limit by selecting to Show all items or display items in batches of a size specified in the text box that displays when the Display items in batches of the specified size option is selected. In the Allow text wrap field, select Yes to allow text in the display column to be wrapped. In the Draw Cell Border field, select Yes to allow display calendar items in box-style with border. In the Show Color Legend field, select Yes to show the color legend at the bottom of the Calendar Plus Web Part. Do not show the selected menu items in the toolbar. Select the check box(es) of the menu item that you want to hide in the Calendar toolbar. For example, if you don't want to allow users to view the Task view, you can select this item to hide it on the toolbar. In the Show Calendar ToolBar field, select Yes to show the Calendar toolbar that displays at the top of the Calendar Plus Web Part. In the Calendar Tool Bar Language field, select a language to match the site or regional language setting. If you need to customize the translation settings we used for this Web Part, see Customizing the Translation Settings in the Using the Web Part section of this document. Specify the Calendar Size by selecting to fit the Calendar Plus Web Part in the Web Part zone or specify the size of the calendar. When you select the Specify calendar size option, you can enter in the height and width in pixels for the Web Part. Customize the Calendar Plus Styles. By default, the Calendar Plus Web Part uses the default CSS syle of SharePoint webs. The look and feel of the Web Part can be further customized by editing the custom CSS file in the setting pane. See the Styling the Web Part section of this document. Expand the Calendar Options section to configure the following: Select data source. Select whether you would like to select a SharePoint List, a SQL Server Table or View, or a DataView Web Part.

83 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 7 of 33 SharePoint List. If you select this option, then the tool pane options are the same as the figure above.

84 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 8 of 33 SQL Server Table or View. If you select this option, then you must provide additional information as indicated by the figure below. o o o o o Use Trusted Connection. Select this check box if you are connecting to a database on the actual SharePoint Server. If you select this option, you only need to provide the server name, click Show Databases, and then select the database you want from the Database drop-down box. Server. Type the name of the server you want to connect to. User Name. Type the user name of the user who has access to the database specified in the Server field. Password. Type the password for the user who has access to the database specified in the Server field. Show Databases. Click this button to populate the Database drop-down box. o Database. Select the database you want from the drop-down box. Bamboo List Rollup. If you select this option, then you must provide the URL (a relative path will work) to the page on the SharePoint site where DataView Web Part(s) created by the Bamboo List Rollup Web Part exist. The SharePoint site where the DataView Web Parts are located must be on the same server where the Calendar Plus Web Part is installed.you must be using List Rollup version 3.2 or better for this option to work properly. If you have an earlier version of List Rollup, you will need to upgrade to the latest release.

85 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 9 of 33 MashPoint/BDC. This option allows you to use Bamboo's MashPoint Runtime Components to show your BDC data through the Calendar Plus Web Part. o o Installing the full version of MashPoint, allows you to connect to your external line of business data from WSS 3.0. To learn more about MashPoint, see What is MashPoint? or for installation instructions see the MashPoint Installation Guide. Click the Browse icon to select the line of business entity data you want to display in the Web Part. If you know the name of the entity you want to connect to, then type it in and click the Check Names icon. For more information, see Using SharePoint's Business Data Catalog with Bamboo's Data-Viewer Web Part. Content Types. Selecting 'Yes' displays all the content types available from the selected SharePoint list when you click the New Item drop-down from the Calendar Plus Web Part toolbar. Select a list. o o If you selected the SharePoint List data source, then select a SharePoint List to display list items in the Calendar Plus Web Part. The SharePoint List selection box lists all the SharePoint lists in the current WSS site or SPS area. If you selected the SQL Server Table or View data source, then select a table or view from this drop-down list. o If you selected the Bamboo List Rollup data source, then select a DataView Web Part from this drop-down list. NOTE: Make sure your users have proper access rights to the list and DataView Web Parts you select. If users who use this Web Part do not have permission to view the selected SharePoint list or DataView Web Part, the user is prompted for a user name and password every time he/she accesses the page where this Web Part resides.

86 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 10 of 33 Displayed column. Select a column in the list to display as the title in the calendar cell. Mouse Over Tool Tip. Select columns from the Available Columns list to display in a tool tip that displays when the user places the mouse cursor over a calendar item. Select a column for color code. Select a column of type Choice, Person or Group orlookup in the list, which has multiple values such as Status or Priority, to provide a color code. Other field types are not supported for color coding. In this example, the user selected the Status column, which is a drop-down column that has the values of: Not Started, In Progress, Completed, Deferred and Waiting on someone else. After a column is selected, the color selections become available. Click the Select Colordrop-down box or type in the Hex color code in the Hex field to specify the background color. The Calendar Plus Web Part displays the different background colors for each list item depending on the value of the Status column. If you enter a Hex color code that is not already defined in the color drop-down list, then the Select Color drop-down displays User Defined. Columns with no color selected are not displayed in the Calendar Plus legend. o If the color code column is a user list (i.e. Created By), versions and higher of Calendar Plus provide a user lookup capability for environments with more than 100 users. Please see UC2. Color Code Tasks for Multiple Users for instructions on how to use this feature.

87 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 11 of 33 NOTE: The choice column you use must result in only one selected choice. In other words, it must be a drop-down field or use radio buttons for user input. It cannot have more than one result, such as choice fields that use check boxes. Select a date column in the list to base the calendar on. The user can base the calendar on one of the following: o o Single date by selecting the Base Calendar on: option and then a date column from the dropdown box, or Date interval by selecting the Base calendar on the following interval: option. The interval start date is chosen by selecting a date column in the Between drop-down box and the interval end date is selected from one of the date columns in the And drop-down box. Expand the Calendar Filter section to select one of two filtering methods. The Use Filter option allows you to create a custom filter from the tool pane, based on the column data associated with each list item on the calendar. This is, in effect, a "custom" filter, as it allows you to apply your own filter criteria to calendar items as the calendar is rendered, without altering the actual list data or creating an additional SharePoint list view. NOTE: The Calendar Filter section is not available if you select the SQL Server Table or View or Bamboo List Rollup data source options. To apply custom filtering : a. Select the Use Filter option. b. From the far left column, select a list column to filter by. c. From the far right column, select a data operator (equal to, less than, etc.). d. Enter a value into the Criteria field. e. Select And to require that this criteria be met, along with the next one, or select Or to include all items that meet any of the criteria.

88 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 12 of 33 The Use List View option allows you to filter by using SharePoint list views. To apply a default List View filter, select the Use List View option, and select a view from the drop down menu.. If this option is selected, you can also Allow Runtime Filtering, which lets end users select a list view to filter by without accessing the tool pane. To enable this, select the Allow Runtime Filtering checkbox, and add whatever views users should be able to choose from to the Runtime Filtering Views list. The Calendar Plus Web Part allows a list of holidays to be displayed along with the standard calendar list in all calendar views. To display a calendar, expand the Calendar Holidays section to do the following:

89 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 13 of 33 o o o o o o o Enter a site URL that contains the holiday list you want to use and click the green arrow. You must enter a URL and click the green arrow button to populate the Select a Holiday list dropdown box. Select a SharePoint List to use for Holidays in the Calendar Plus Web Part. Select a column to be displayed in the Web Part. Enter the Hex color code or select a background color to display for the Holidays on the Web Part. Select a date column in the Holiday List for the Holiday Date. Enter the minimum text height in pixels for the displayed column text in the Month view. Use this option along with the allowing text wrapping to ensure that holiday text is still readable when the calendar is resized to a small width. Select 'Yes' to allow text wrapping of the displayed column text in the Month view. This option applies only to the Month view. Expand the Gantt View Configuration options to configure the Gantt View.

90 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 14 of 33 o o Task Information. Select task information from the Available Columns box to be displayed in the Gantt View task information area. The Gantt View will display the column selected in the Display column field in the Calendar Options section by default. In this example, that column is the Title column. If you would like to display other column information in addition to the Title, then select the columns you want here and use the arrow keys to move one selected item at a time or all items at once to the Display Columns box. Enter the column width(s) for the selected task information. Enter the pixel widths of each of the columns you selected in the Display Columns box. Separate each width by a comma. This is an optional step and allows you to have some control over the formatting of your Gantt View.

91 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 15 of 33 o o o o o o Select progress bar color. Enter in the Hex number or select a color from the drop-down list that you want to use to indicate the progress bar that displays in the center of the task bar for each task on the Gantt View. Select percent complete column. From the drop-down box, select the column you want to use to indicate the percent complete for the item. Only columns that have a data type of Number are shown in the drop-down box. Select milestone column. From the drop-down box, select the column you want to use to indicate a milestone. Only columns that have a data type of Yes/No are shown in the dropdown box. Select milestone image. From the drop-down box, select an image to use to indicate a milestone on the Gantt View. Choose from Red Flag, Blue Flag, Green Flag, Diamond or Triangle. Select milestone date. Select a Date/Time column type from this drop-down for the date of the milestone. Scale Gantt View on the following interval. Enter a starting date (i.e. From) and an end date (i.e. To) for the date interval to be shown in the default view of the Gantt View. Click the calendar icon to select a date or enter the date manually in a M/d/yyyy format. The Calendar Plus Web Part allows you to customize the days to use in the Work Week. By default, the work week is from Monday to Thursday, between 8AM to 5PM. To change the work week, do the following: o o o Select Work Week Day. From the check boxes, select the days you want to use to indicate the desired work week. Select First day of Week. Select a day that starts your work week. Select Start Time and End Time. Select the Start Time and End Time of your work day. This time period will be displayed in the Week and Day view when there are no scheduled items. If there are active items exists outside of the work hours, they will be displayed in the view. Click Apply and then OK to complete the Web Part configuration.

92 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 16 of 33 Styling the Web Part There are several ways to change the visual appearance and style of the Calendar Plus Web Part. By default, Calendar Plus renders the user interface using the default CSS style that is selected in your SharePoint site. The look and feel of the Web Part can be further customized by editing the custom CSS file in the tool pane of the Web Part. 1. To use the default style, select Default CSS. 2. To customize the style of the Web Part, select Custom CSS and click on the Edit button. The text editor opens and displays the default CSS styles. Make any changes to the applicable the style selectors.

93 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 17 of Press Save and confirm the prompt to save your changes. The Calendar Plus Web Part uses the following class selectors to define each elements of the calendar:

94 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 18 of 33 The default CSS style for the Calendar Plus Web Part is listed here: table.calendarplus-toolbar { 5 background-image: url("/_layouts/images/toolgrad.gif"); 6 background-repeat: repeat-x; 7 border: 1px solid #95b7f3; 8 background-repeat: repeat-x; 9 background-color: #9ebff6; 10 color: #003399; 11 } 12 A.CalendarPlus-Toolbar-Text :link 13 { 14 font-weight:normal; 15 font-size:11px; 16 color: #003399; 17 FONT-FAMILY: Verdana; 18 } 19 A.CalendarPlus-Toolbar-Text :hover 20 { 21 font-weight:normal; 22 font-size:11px; 23 COLOR: #FF7800; 24 FONT-FAMILY: Verdana; 25 } 26.CalendarPlus-Header { 28 font-family: verdana; 29 font-size: 11px; 30 text-decoration: none; 31 color: #000000; 32 } 33.CalendarPlus-Body { 35 border-color:black; 36 border: 1px solid; 37 } 38.CalendarPlus-HighLightCell { 40 BACKGROUND-COLOR: #ffffcc; 41 COLOR: black;

95 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 19 of } 43.CalendarPlus-OtherCell { 45 BACKGROUND-COLOR: #ebf0f0; 46 COLOR: black; 47 } 48.CalendarPlus-DefaultCell { 50 BACKGROUND-COLOR: white; 51 COLOR: black; 52 } 53.CalendarPlus-Text-Day { 55 font-weight:normal; 56 font-size:11px; 57 color: #003399; 58 FONT-FAMILY: Verdana; 59 } 60 A.CalendarPlus-Item :link 61 { 62 font-weight:normal; 63 font-size:11px; 64 color: #003399; 65 FONT-FAMILY: Verdana; 66 } 67 A.CalendarPlus-Item :hover 68 { 69 font-weight:normal; 70 font-size:11px; 71 COLOR: #FF7800; 72 FONT-FAMILY: Verdana; 73 } 74 DIV.div_hidden 75 { 76 DISPLAY: none 77 } 78 DIV.div_not_hidden 79 { 80 } 81 DIV#RolltipDiv { 83 BORDER-RIGHT: #336 1px solid;

96 SharePoint Web Parts User Guide / CALENDAR PLUS Configuration Page 20 of PADDING-RIGHT: 3px; 85 BORDER-TOP: #336 1px solid; 86 PADDING-LEFT: 3px; 87 FONT-SIZE: 11px; 88 Z-INDEX: 1000; 89 LEFT: 0px; 90 VISIBILITY: hidden; 91 PADDING-BOTTOM: 3px; 92 BORDER-LEFT: #336 1px solid; 93 WIDTH: 260px; 94 PADDING-TOP: 3px; 95 BORDER-BOTTOM: #336 1px solid; 96 POSITION: absolute; 97 TOP: 0px; 98 BACKGROUND-COLOR: #ffffcc; 99 COLOR: #000000; 100 } 101 Note: Please see the Knowledge Base section ( on our web site for additional hints and tips and last minutes update on how to use the CSS style sheet with the Calendar Plus Web Part. For additional reference and example of CSS, seehttp:// Additionally, you can choose from several built in "skins" to change the overall style of the Calendar without changing the Web Part's CSS manually. The Web Part's skin is selected from the tool pane, under the Bamboo Calendar Plus Configuration section.

97 SharePoint Web Parts User Guide / CALENDAR PLUS Use Cases Page 21 of 33 Use Calendar Plus Web Part on Your Project Page 1. On the Projects page of your portal, add the Calendar Plus Web Part to the page. 2. Configure it to display items from a Tasks list, displaying the Title column, and color-coding each Task item by Status. 3. Base the Calendar on a Start Date and Due Date interval by selecting the Base calendar on the following interval option and then selecting Between/And values. 4. From the Calendar Filter, select a column (Region), an operand (is equal to), and the criteria (North America). 5. Click OK. The Calendar View Web Part displays only the tasks that meet the specified filter criteria.

98 SharePoint Web Parts User Guide / CALENDAR PLUS Use Cases Page 22 of 33 Color Code Tasks for Multiple Users 1. Configure the Calendar Plus Web Part to display items from a Tasks List, displaying the Title column, and color-coding each Task item by Created By. 2. If there are more than 100 users available in your SharePoint environment, the user lookup options are displayed below the user name field. Enter users manually or via user search. Manual User Entry Type a user name in the field and click the user check icon to verify your entry is a listed user. Separate multiple users with semicolons ;. Click Generate Color Code to add the users to the color code selection list. Address Book User Entry Click the address book icon to search for users. Enter the user name in the Find box and click the search icon. Select a user from the results list and click Add.

99 SharePoint Web Parts User Guide / CALENDAR PLUS Use Cases Page 23 of 33 Click OK after all users are listed. Users are added to the color code selection list. Enter the color codes for individual users. Click AutoSelect to randomly assign colors to all users. OR Select a color from the Select Color drop-down list. OR Enter the color code value in the Hex text box using the #FFFFFF format.

100 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 24 of 33 Using the Web Part Create New Item The New Item button displays after you have configured a list for the Web Part. New list items can be created by clicking the New Item button. The calendar will direct the user to the standard new form (i.e., NewForm.aspx) for the specified SharePoint list. You can also mouse over and then double click an empty date or time cell in ANY of the views in Calendar Plus to create a new item. This feature, however, only works with SharePoint Calendar lists. This is new with 3.1. Detailed View Click on the item text in the Calendar Plus Web Part to display the standard view form for that item. View Filtering To change the currently displayed List View, select it from the drop down menu located in the calendar's action bar. Note that the views available from this menu, or the availability of the menu in general, can be changed from the Web Part's tool pane. Print a Calendar View Click the Print icon at the far right of the Calendar toolbar to print the current view. To print a view with colorcoded calendar items, make sure you select the Print background colors and images check box option in the Internet Options dialog in Internet Explorer. o From Internet Explorer, select Tools > Options. o o o o Select the Advanced Tab. Scroll down to the Printing options section. Select the Print background colors and images check box. Click OK. Changing Views The user can click on the Go to Date, Task, Gantt, Today, Day, Work Week, Week, Month, Quarter and Year buttons on the calendar's toolbar to switch to a different calendar view. Note: Some of these buttons may not be available if they have been configured to be hidden. The available views are as follows:

101 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 25 of 33 Go to Date Type in a date and click Go to see that date in the selected view. You can also use the date picker by clicking on the small calendar item, and selecting a date from there. Task View View task duration and configurable tool tips when you mouse over a Task view item.

102 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 26 of 33 Gantt View Add task information to this view such as Start Date, Due Date, Assigned to, or any column information available in the selected data source for the calendar. View percent completed progress bars on all items as well as configure milestones for Yes/No data type columns. Day View View calendar items for a specific day.

103 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 27 of 33 Work Week View View calendar items for a work week. The work week and hours can be configured in the Web Part setting.

104 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 28 of 33 Week View View calendar items for a 7 day week.

105 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 29 of 33 Month View View calendar items over the course of a month including holiday/event items as well.

106 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 30 of 33 Quarter View View calendar items in a 3 or 6-month quarter view. Configure the month on which you start viewing the quarter (i.e. current month or a specified month).

107 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 31 of 33 Year View View calendar items over the course of a year. Configure the year view to show items in color-coding or without color.

108 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 32 of 33 Calendar Plus Web Part Connection - Example Use for Web Part Connection The Calendar Plus Web Part is used to display the Bamboo Company s tasks list. The Tasks list is a standard SharePoint Tasks list with an additional choice field to select a department who is responsible for that particular task. The user created a list that contains the selection of the department, and connects this list to the Calendar Plus Web Part using the standard Web Part connection methods via the browser. Once connected, the user is able to select a choice in the department list and then filter the calendar display based on that choice.

109 SharePoint Web Parts User Guide / CALENDAR PLUS Using the Web Part Page 33 of 33 Alternatively, the user can make the connection from the Calendar Plus Web Part, via Connection - >Consume Filter From ->Department.

110 SharePoint Web Parts User Guide / MAP CHART - Overview Page 1 of 10 Map Chart (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) 2003 and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that helps increase individual and team productivity. It also serves as a platform for application development, providing IT resources as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. Displaying graphical information in SharePoint mainly consists of using Excel services for charts and graphs and custom coding to get data displayed in a visual medium. These methods can be somewhat limited, time consuming and costly. The Bamboo Map Chart Web Part allows you to display data from a SharePoint List view in a United States, Europe or World map. After selecting a column from the SharePoint List view that contains location information and another column that has the values you want to display, you can color-code the map according to ranges based on your value column data. Up to 20 data ranges can be configured. Users can view the data values for each location on the map through popup tool tips that display by mousing over the location. A legend for each of the data ranges can be provided as well to indicate to users the meaning of the color-coding in the map.

111 SharePoint Web Parts User Guide / MAP CHART - Features Page 2 of 10 Features This Map Chart Web Part provides the following features: Color-code a US, Europe or World map based on locations and values from columns in a SharePoint List view. Show the sum, count or average of the values provided by the specified SharePoint List column. Provide tool tips of the actual data displayed in the map as you mouse over a location. Assign color-coding based on user-defined data ranges that can be labeled for display in a map legend. Configure up to 20 different data ranges. Color-code locations using hex color values or select colors from a drop-down list. This Web Part has limitations and should not be used in the following cases: The maps provided do not resize with the Web Part height and width dimensions.

112 SharePoint Web Parts User Guide / MAP CHART How Does It Work? Page 3 of 10 How Does It Work? The Bamboo Map Chart Web Part comes with three maps: United States, Europe and a World Map. You can configure the Web Part to display one of these three maps, and color-code the map based on a location column as well as change these colors based on a values provided by a SharePoint List view value column. The location column must contain state or country names depending on which map you choose to display. The value column can be data, such as sales revenue, customer name, number of orders, etc. You can then apply a data operation of your choice to the value column. You can choose to SUM, COUNT or AVERAGE the column for color-coded display in the Web Part. The SUM and AVERAGE operations require the value column to be a Number data type. The COUNT column counts the number of records per the specified location column. So if the location column is US states, it will count the number of records per US state. You can configure up to 20 data ranges to display in the map and assign each range a color. In addition, you can provide map legend text for each range to identify its color-coding on the map. There is an additional option to show tool tips on the map so that when the user mouses over a color-coded state or country, the value column data is displayed in a tool tip. Lastly, you can choose to show or hide the legend, location names, tool tips and whether to mute the colors in the map by adding a degree of transparency. The Map Chart Web Part automatically creates a configuration list in SharePoint once you have selected a map to display in the Web Part. There are separate configuration lists for each map. The United States Map has a list called USAStatesMapConfig, the Europe Map has a list called EuropeMapConfig, and the World Map list is called WorldMapConfig. These lists allow you to enter alternative names for states and countries that need to be identified and associated with the primary state or country name. These alternative names should be names found in your location column data so that the Web Part can identify the state or country and display the data correctly in the map. Some alternative name examples are: England, Britain, Great Britain. Since you may have used these names in your location column data, you need to enter them into the respective configuration list for your data to display correctly in the Map Chart Web Part. NOTE: If you need to enter multiple values in the configuration list, they should be comma separated. WARNING!: Do not change the Map Display Name column data.

113 SharePoint Web Parts User Guide / MAP CHART How Does It Work? Page 4 of 10

114 SharePoint Web Parts User Guide / MAP CHART Configuration Page 5 of 10 Configuration Adding the Web Part to a Page After the Bamboo Map Chart Web Part is installed, it is available in the Virtual Server Gallery. Users with the Add and Customize Pages rights can add the Web Part to web site pages. The Add and Customize Pages rights are included by default in the Web Designer and Administrator site groups. To add the Web Part to a web site page in SPS 2003 or WSS 2.0: 1. On a web site page, click Modify Shared Page in the upper right corner. 2. Click Add Web Parts. 3. Click Browse. 4. Click Virtual Server Gallery. See the Web Parts available. 5. Select the Bamboo Map Chart Web Part from the list, specify the zone, and click Add. Alternatively, just drag and drop the Web Part to the desired zone. 6. Configure the Web Part. NOTE: If you see an error message at this point about installing in the GAC, please follow the instruction to fix the problem and read section 2 in the Installation section below.

115 SharePoint Web Parts User Guide / MAP CHART Configuration Page 6 of 10 To add the Web Part to a web site page in WSS 3.0: 1. On a web site page, click Site Actins in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the Bamboo Color Code Map Chart check box and then click Add. See the Web Parts available. 5. Configure the Web Part.

116 SharePoint Web Parts User Guide / MAP CHART Configuration Page 7 of 10 Configuring the Map Chart Web Part To customize the Map Chart Web Part: 1. Click the down arrow on the top right of the Web Part and select Modify Shared Web Part. This menu is only accessible by users with proper access rights. 2. The tool pane for the Bamboo Map Chart Web Part is displayed on the right side of the screen. Expand each section to configure. Begin by clicking the plus sign next to the Bamboo Map Chart Configuration section to expand the properties. List name. Select from the lists available on the site where the Web Part is installed. View name. Select a view from the list specified in the List Name drop-down. Index of location. Select a column from the specified list view that contains location data, such as state or country. Index of value. Select a column from the specified list view that contains the values for displaying in the map, such as sales revenue, order count, customer name, etc. Data operation. Select to Sum, Count or Average the specified Index of value column data. For example, if you selected Customer Name for the Index of value, then you would select Count to display the total number of customers for each state or country provided by the specified list column in the Index of location field. Click the plus sign next to the Bamboo Color Code section to expand the properties.

117 SharePoint Web Parts User Guide / MAP CHART Configuration Page 8 of 10 Number of ranges. Select the number of ranges you want to show on the specified map. You can select to display up to 20 ranges. Auto Select button. Click this button to automatically select random colors for the ranges you want to display. Upper Limit. Type in the upper limit for each range you want to display. For example, if you are using the US map and you are displaying sales revenue by state, you can show which states have sales revenue from $0 to $1000 with 1000 as your upper limit for your first range. Hex Code. You can enter a hex code or select from the Color drop-down list to assign a color to each range you want to display. Color. Select a color from the drop-down list for each range you want to display. Legend. Type in the text you want displayed in the map legend to indicate which values are assigned to which colors. Click the plus sign next to the Bamboo Map Section to expand the properties. Map name. Select which map you want to display. You can select from a map of the United States, Europe or the World. Show legend. Select this check box to show the color-code legend along with the legend text specified in the Bamboo Color Code section above. Show location name. Select this check box to show the state or country abbreviation on the map. Show tooltip. Select this check box to show a tool tip when the user mouses over a color-coded state or country. Enable transparency. Select this check box to apply a degree of transparency to the color-coded map between 0 and 100%. Click Apply, and then click OK.

118 SharePoint Web Parts User Guide / MAP CHART Use Case Page 9 of 10 Use Case Display Sales Revenue by U.S. State 1. From the Map Chart Web Part tool pane, under the Bamboo Map Chart Configuration section, select a list that contains both US state location data as well as sales revenue data. 2. In the Data operation field, click the drop-down to select the SUM operation. This operation will sum all the data in the SalesRev column for display in the United States map. 3. Configure the Bamboo Color Code section to display sales revenue ranges by a color of your choosing. 4. Select the number of ranges you want to display (up to 20). This will be subjective based on how you want to display your sales data. In this example, we selected ranges starting with $1,000 as the first upper limit. All states that contain sales revenue between $0 and $1000 will be displayed with the Navy color. In addition, the map legend will indicate that states in Navy have sales revenue between $0 and $1000. The Greater than last row limit is added on to all ranges to indicate that there is data that is greater than the last upper limit. In this case the last range limit is 4000 so the 5th row is greater than 4000.

119 SharePoint Web Parts User Guide / MAP CHART Use Case Page 10 of Configure the Web Part to use the United States Map and then select the check boxes to show the legend, show tool tips and enable transparency to make the colors in the map a little muted. 6. To name your map so that users know what the color-coding means, expand the Appearance section at the top of the Web Part tool pane and enter Sales Revenue (USD) per U.S. State as the title of the Web Part. 7. Click Apply, and then OK. Your Bamboo Map Chart Web Part should look similar to the image below.

120 SharePoint Web Parts User Guide / SHAREPOINT POLL - Overview Page 1 of 13 SharePoint Poll (Site Builder Package) Overview Microsoft s Windows SharePoint Technology and Services, which includes SharePoint Portal Server (SPS) 2003 and Windows SharePoint Services (WSS) allows teams to create Web portals for information sharing and document collaboration that help increase individual and team productivity. It also serves as a platform for application development, providing IT resources such as portals, team workspaces, , presence awareness, and Web-based conferencing. SharePoint enables developers to quickly build collaborative applications based on a robust set of out-of-the-box functionalities. Microsoft Office SharePoint Server 2007 offers survey functionality through Survey Lists. These Survey Lists allow you to create multi-question surveys that can log users who ve answered the survey along with their responses, and display the survey results in a bar graph. This functionality works well for multibranched surveys that require significant time for designing and laying out the succession of questions and responses needed in order to collect data on a particular topic. However, many companies also want to streamline their ability to poll users on a single topic and collect data quickly while also providing immediate feedback to the user on the results of the poll. The Bamboo SharePoint Poll Web Part is comprised of two Web Parts which allow you to quickly create polls, view the poll voting responses, export the responses to Microsoft Excel and display the poll voting responses in a bar graph or pie chart anywhere within a site collection. You can also allow anonymous user voting, multiple answer selection, and automatically redirect voters to another site or page after voting.

121 SharePoint Web Parts User Guide / SHAREPOINT POLL - Features Page 2 of 13 Features These SharePoint Poll Web Parts provide the following features: Create and edit poll questions and answers for end users. Indicate whether anonymous users can vote as well as allow users to select more than one response to a poll. View poll voting responses and export them to Microsoft Excel. Display poll results anywhere within the site collection. Redirect users to a separate site or page after voting. Automatically display current poll results to the user immediately after they submit their vote. Display poll results in a bar graph or pie chart along with the number of votes, percentage of votes or both. Manage the collection of voting responses by automatically storing them in a dedicated custom list. This Web Part has limitations and should not be used in the following cases: The Poll Admin Web Part can connect to Poll Voting Web Parts only within a site collection.

122 SharePoint Web Parts User Guide / SHAREPOINT POLL How Does It Work? Page 3 of 13 How Does It Work? The SharePoint Poll Web Parts consist of two Web Parts: The Poll Admin Web Part and the Poll Voting Web Part. The Poll Admin Web Part allows you to create, edit and delete poll questions, review poll responses, and export poll responses to Microsoft Excel. Poll questions can be configured to allow anonymous users to vote, to set expiration dates for poll questions, and to allow users to select more than one answer (check boxes) vs. only one answer (radio buttons) to a poll question. You can also set the order in which the possible answers to a poll question are displayed. In the background, when you add the Poll Admin Web Part to a page, two lists are created: Polls and Poll Answers. The Polls List stores the poll questions and the Poll Answers List stores the possible answers to the poll questions. The answers are connected to their respective poll questions by the poll ID number from the Polls List. Once Poll Answers are created for a poll question, a Poll Votes-<POLL ID> List (i.e. if your Poll ID is 4, the list name is Poll Votes-4) is created to store the voting responses for that poll. Since the Poll Votes are stored in separate lists, you can also set up a workflow through SharePoint Designer to automatically move or archive votes from the Poll Votes List to one or more lists to manage large numbers of poll votes. WARNING: You must not change the names of these lists or the existing column names within these lists nor should you delete these lists. The Poll Admin Web Part uses these lists to store poll data. In the Poll Voting Web Part, configure which poll you want to display by connecting to the site where the Poll Admin Web Part is installed. Then determine whether you want to display the poll or just the poll results. When you display the poll, once a user has voted, the poll results are automatically displayed in place of the poll so that the user can only vote once (This does not apply to anonymous users). Alternatively, you can configure this Web Part to redirect the user to another page or site when they submit their vote. When you display the poll results, you can display them in a colored bar graph or pie chart along with the number of votes, votes as a percentage, or both.

123 SharePoint Web Parts User Guide / SHAREPOINT POLL Configuration Page 4 of 13 Configuration Adding the Web Part to a Page After the Bamboo SharePoint Poll Web Parts are installed on the SharePoint server, they are in the Virtual Server Gallery. Users with the Design or Full Control permissions can add the Web Parts to web site pages. To add the Web Part to a web site page: 1. On a web site page, click Site Actions in the upper right corner. 2. Select Edit Page. 3. Find the zone where you want to install the Web Part and click Add a Web Part. 4. From the Add Web Parts window, find and select the Bamboo Poll Admin Web Part or Bamboo Poll Voting Web Part check box and then click Add. See the Web Parts available. 5. Configure the Web Part.

124 SharePoint Web Parts User Guide / SHAREPOINT POLL Configuration Page 5 of 13 Configuring the Poll Admin Web Part 1. After adding the Poll Admin Web Part to a page, click the down arrow at the far right of the Poll Admin Web Part and select Modify Shared Web Part. There are only two settings in the Poll Admin Web Part tool pane. Records per Page. Enter in the number of poll records to be displayed in the Web Part. Users use the Next and Previous buttons to browse through all the records. Select a Language. Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See Customizing the Translation Settingsfor more information. 2. Click Apply, then OK.

125 SharePoint Web Parts User Guide / SHAREPOINT POLL Configuration Page 6 of 13 Configuring the Poll Voting Web Part 1. After adding the Poll Voting Web Part to a page, click the down arrow on the far right side of the Poll Voting Web Part and select Modify Shared Web Part. Enter the Site URL where the Bamboo Poll Admin Web Part is installed. Enter the URL to the site where the Bamboo Poll Admin Web Part is installed, then click Connec. Select a Poll. Once you are connected to a Poll Admin Web Part, select a poll from the drop-down list. If there are no polls in this list, then you must navigate to the Poll Admin Web Part to create a poll. Display Poll or Results. Select whether you want the Poll Voting Web Part to display the selected poll so that users can vote (i.e. Voting Poll) or just the results of the selected poll (i.e. Single Poll Result). For instance, you may want to display only the results of a poll on the home page of your site. You can select the poll you want and then select Single Poll Results in this drop-down list and only the results of that poll are displayed in the Web Part. NOTE: Once users vote on a poll, the poll results are automatically displayed and the user is prevented from voting again. If you allow anonymous users to vote, then once these users close their browser, open a new browser and navigate back to the voting page, they will be able to submit another vote. Poll Results View. View poll results as a pie chart or bar graph. o o If you select Bar Graph, you must select the following information. o Bar Color. Select a bar color from the drop-down list. If you select Pie Chart, you must enter the following information. o o Hex. Enter the hex color code if you want to use colors not available in the Select Color drop-down list. Select Color. Select a color from the drop-down list for each possible answer. Results Type. Select to display the vote count, the percentage of votes or both when displaying results as a bar graph or pie chart. Redirect Voters to this URL. Enter a URL to redirect voters to a separate page of site after voting on a poll. 2. Click Apply, then OK.

126 SharePoint Web Parts User Guide / SHAREPOINT POLL Configuration Page 7 of 13 Setting Anonymous Access for a Site You must have the Full Control permission to the site to allow Anonymous Access. To allow anonymous access to your site: 1. Click Site Actions > Site Settings. 2. Under the Users and Permissions section, click Advanced Permissions. 3. If you inherit permissions from a parent site, then select Actions > Edit Permissions. NOTE: Selecting to edit the permissions results in your site no longer inheriting permissions from the parent site. You can always decide to inherit permissions again, but you will lose any users or groups you added to the child site. 4. Select Settings > Anonymous Access. 5. Select Entire Web Site to allow anonymous users to navigate to the poll voting page and submit a vote. 6. Click OK.

127 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 8 of 13 Using the Poll Admin Web Part The Poll Admin Web Part can be added to a separate site within a site collection than where you decide to place the Poll Voting Web Part. This allows you to restrict access to the Poll Admin Web Part. If you choose not to place the Poll Admin Web Part on a restricted site, then you can also set access security on the Polls, Poll Answers and Poll Votes Lists. This section details how to do the following: Adding/Editing a Poll Managing Answers to a Poll Adding/Editing Answers to a Poll Deleting a Poll Deleting an Answer Exporting Answers to Microsoft Excel Reviewing Poll Votes Deleting a Poll Vote Exporting Poll Votes to Microsoft Excel

128 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 9 of 13 Adding/Editing a Poll To create a poll, click Add Poll, and then do the following: 1. Poll Title. Enter a name for the poll. For example, Why do you use SharePoint? 2. Expires On. Enter or pick the date for which this poll expires. If you leave this field blank, the poll never expires. 3. Published. Indicate whether this poll is available for publishing on a web site through the Poll Voting Web Part. 4. Allow Anonymous Voters. If you select Yes, anonymous users can vote on the poll. If you select No, then only authenticated SharePoint users can vote. NOTE: You must set your site to allow anonymous access for this feature to work properly. SeeSetting Anonymous Access for a Site for more information. 5. Multiple Selections Allowed. If you select Yes, then voters can select one or more check boxes when voting on this poll. If you select No, then voters can only select one answer. 6. Category(s). This is reserved for a future feature. Currently these check boxes do not affect any functionality in this Web Part. 7. Section(s). This is reserved for a future feature. Currently these check boxes do not affect any functionality in this Web Part. 8. Click Save. 9. To edit the poll properties, click the Edit Poll button for the poll you want to edit.

129 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 10 of 13 Managing Answers to a Poll To create, edit, delete or export possible answers for a poll, click the Manage Answers button for the poll you want to manage. Adding/Editing Answers to a Poll To create answers for a poll, click the Add Answer button, and then do the following: NOTE: The Add Answer box displays at the bottom of the Web Part. 1. Answer Title. Enter the title of one of the possible answers to the poll question. For example, a possible answer to the poll question Why do you use SharePoint? could be Document Management. 2. Display Order. Enter the order number in which you want to display the possible answer when the poll question is presented to the voter. 3. Click Save. 4. To edit the answer properties, click the Edit Answer button for the answer you want to edit. Deleting a Poll To delete a poll, select the check box at the far right of the poll you want to delete, then click thedelete Poll button.

130 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 11 of 13 Deleting an Answer To delete a poll answer, select the check box at the far right of the answer you want to delete, then click the Delete Answer button. Exporting Answers to Microsoft Excel To export poll answers to Microsoft Excel, click the Export to Excel button when managing answers. Reviewing Poll Votes To review votes for a poll, click the Review Votes button for the poll you want to review.

131 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 12 of 13 Deleting a Poll Vote To delete a poll vote, select the check box at the far right of the vote you want to delete, then click the Delete Vote button. Exporting Poll Votes to Microsoft Excel To export poll votes to Microsoft Excel, click the Export to Excel button when reviewing votes.

132 SharePoint Web Parts User Guide / SHAREPOINT POLL Using the Web Part Page 13 of 13 Using the Poll Voting Web Part You can place multiple Poll Voting Web Parts on a page to display a series of results from separate polls in one place. Just create a Web Part Page that has multiple zones, add one or more Poll Voting Web Part(s) to the page in different zones, and set each Poll Voting Web Part to display Single Poll Result from the Display Poll or Results drop-down list. You can display the results using a bar graph or pie chart. Bar Graph Results Pie Chart Results