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 {