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Web Parts and Their Functionality in SharePoint 2010 (part 1) - Managing Web Parts

11/21/2012 9:46:16 AM
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1. Introducing Web Parts

Web Parts are components that offer reusable functionality when added to a Web Part Page. An example is a Web Part that provides the current weather forecast for your region. Because every user is not from the same region, you can add a weather Web Part to different pages and offer the same functionality on each page, yet users would be able to customize the functionality on each page, too. For example, users could customize the weather forecast by setting their own postal codes using the Web Part properties; then each user would see the weather forecast for his or her own region. In Microsoft SharePoint Server 2007, you added Web Parts to Web Part zones. In Microsoft SharePoint 2010, you add them directly to a region on the page. The important thing to remember is that you write Web Parts just once—and then you can reuse them any number of times.

Web Parts continue the ongoing effort by Microsoft to provide users with an easy way to build plug-and-play websites.

2. Before You Begin Developing Web Parts

Most developers know that you can access data quickly with very little code. However, if you are creating a fully functional Web Part that offers filtering, sorting, categorization, conditional formatting, and numeric formatting options, you can find yourself authoring a Web Part that takes months or years to finish. Then you have to maintain it and support it. And what happens if the developer who authored the Web Part leaves the company? All this effort and expense might not be necessary, however.

SharePoint 2010 offers a vast range of different types of Web Parts. Whether you want to aggregate content from other sites, display list content, or display a Silverlight component or line-of-business data, it is likely you could find a Web Part that provides that functionality out of the box. Indeed, there are so many Web Parts in SharePoint 2010 that it would be time consuming to learn about all of them. Unfortunately, companies often make the mistake of spending time and money developing custom Web Parts when the Web Part they need is already available with SharePoint, simply because they didn’t take the time to research the Web Parts that ship with SharePoint. Because a lot of SharePoint functionality is expressed through Web Parts, it stands to reason that the product team provides a catalog of available Web Parts that offer specific functionality that you can add to a Web Part Page or wiki site.

Out-of-the-box Web Parts also offer a consistent “look and feel,” which means that once a user has grasped the concept of one Web Part, it is easy to grasp the concept of another. This consistency extends to other features of Web Parts; for example, each Web Part offers the same context menu and shares many of the same properties, such as those found in the Appearance, Layout, and Advanced sections of all Web Parts. Even when you author your own custom Web Part, you inherit these properties. You can set these properties by clicking the drop-down arrow on the Web Part itself and then choosing either the Modify Shared Web Part or Modify My Web Part option, depending on your permissions to the site.

3. Managing Web Parts

In SharePoint 2010, you now insert and manage Web Parts using the Ribbon. Just like in previous versions of SharePoint, you initially put the page into Edit mode by choosing Site Actions and then Edit Page at the upper-left corner of the page. Then under the Editing Tools tab, select the Insert tab. When you are in Edit mode, the Ribbon appears as shown in Figure 1.


Note:

In some templates, such as the Collaboration Portal template, you will not immediately see an Editing Tools tab. However, if you click a spot on the page that accepts Web Parts, the Editing Tools tab will appear and you’ll be able to add Web Parts to the regions on the page that will accept them.


Figure 1. The Ribbon provides the features that allow you to insert Web Parts


3.1. Adding Web Parts

In SharePoint Server 2007, you insert Web Parts into a Web Part zone. The Web Part zones are predefined by the site definitions default.aspx. Although new Web Part zones can be added to the page using SharePoint Designer 2007, if you reset the page to the site definition, you lose your Web Part zone. This difficulty has been addressed in SharePoint 2010 so that now sites and Web Part Pages contain one big content zone. Within the content zone, you can insert text, images, reusable content, video and audio, and Web Parts. Your pages will flow better and you will have more control over the look and feel. Figure 2 shows content and a Web Part being inserted.


Note:

You may see different categories of Web Parts, depending on the Features that you have enabled within your Site Collection.


Figure 2. The choice of Web Parts categorized by type in SharePoint 2010


The list of Web Parts is categorized by type, allowing you to navigate to the Web Part you want more easily. An About The Web Part section also describes the functionality of each Web Part and provides you with the option to select the section of the page in which the Web Part will be added.

To add a Web Part to a page, you must place your cursor in the target zone or region and then click the Add button in the lower-right corner of the screen. This loads the Web Part onto the page. After it is on the page, you can move the Web Part between zones or regions using a drag-and-drop method, but you cannot use this method to add the Web Part to the page initially.

3.2. Editing Web Parts

After you have added the Web Part to the content area, point to the Web Part to display a shortcut menu, shown in Figure 3. The shortcut menu provides you with the options to minimize, close, delete, edit the Web Part, connect it to another Web Part, or export it. Depending on the Web Part and your permissions, you may not see all of these options. Third-party Web Parts may also offer additional choices. Users are often confused about the difference between closing and deleting a Web Part, because they both remove the Web Part from the page. Closing a Web Part maintains the properties that you set even though the Web Part is not visible, and you can retrieve it again using the Insert Web Part option without the need to reconfigure it. Deleting a Web Part removes the Web Part permanently. To move Web Parts, you can simply drag them using the mouse within or across content areas.

Figure 3. The Web Parts shortcut menu


Real World: Removing a Broken Web Part

It is quite common for a user to add a Web Part to a page and then find that the page produces errors. This can occur for several reasons, especially if the Web Part is a custom component. You can remove a Web Part from a page even if you cannot navigate to it, however. Use the site URL but add ?contents=1 to the end of the URL in the address bar. The Web Part Page Maintenance page appears. Use this interface to remove the problematic Web Part, as shown in Figure 4.

Figure 4. You display the Web Part Maintenance page by using a URL parameter.


The log files that you can find in the SharePoint Root folder under Logs provide useful information about any Web Part errors that have occurred. ULSViewer is a useful tool you can use to see live information written to the log files if you are looking for an error in the log files that may occur from a custom Web Part. You can download ULS Viewer from http://code.msdn.microsoft.com/ULSViewer.

Quite often Web Parts are the reason SharePoint pages to load slowly. Slow load times can be caused by poor configuration, such as attempting to roll up too much information in the Content Query Web Part, or by poor development by third-party companies. You can turn on the Developer Dashboard to help you find out which Web Part is causing this behavior by providing you with the following information.

  • A breakdown of the request/response cycle with timings for each operation

  • A breakdown of the response times for each database query that the Rendering process triggers

  • A breakdown of the load times for each Web Part on the page


There are typically two ways to modify Web Part properties. You can either select Edit Web Part from the shortcut menu or click Open The Tool Pane, which is displayed in the majority of the available Web Parts.

After you have the tool pane open, you will notice that the properties are categorized. The categories, which are Appearance, Layout, and Advanced, will display for all Web Parts as long as you have permission to modify them. As well as these three categories, you will also usually see other categories of properties that are specific to the selected Web Part. In Figure 5, you can see Appearance, Layout, and Advanced as well as Query and Presentation categories, which are specific to the Content Query Tool Part.


Note:

The Content Query Web Part is only available to add to a Web Part Page if you have activated the Publishing Feature. Publishing must be turned on for the site collections and for the site in which you are adding the Content Query Web Part.


Figure 5. The Content Query Tool Part providing options for Query and Presentation categories


3.2.1. Appearance

The Appearance category contains the following properties.

  • Title Allows the user to change the title of the Web Part to a more suitable title. For example, if you are using the Content Query Web Part to roll up tasks for a user who is logged on, you might want to provide a title such as My Tasks instead of Content Query Web Part.

  • Height & Width The default Height and Width settings allow the Web Part to expand to fit the content within the boundaries of the content area. You can also set a fixed value for Height and Width.

  • Chrome State The Web Part chrome describes the border, menu, and title of the Web Part. This can be minimized or normal.

  • Chrome Type The Chrome Type setting allows you to choose between variations in how the Web Part is displayed, such as Title Only or Title And Border.

3.2.2. Layout

The Layout category provides the following properties.

  • Hidden The Hidden attribute allows the Web Part to be hidden within the zone. This is useful for Web Parts such as filter Web Parts that have a purpose on the page but do not need to be seen unless the page is in Edit mode.

  • Direction The Direction property allows the text within the Web Part to be justified to the left or to the right.

  • Zone The Zone properties allow you to change which Web Part zone the Web Part is to be in, and which order from top to bottom. This can also be changed by dragging and dropping the Web Part.

3.2.3. Advanced

The Advanced category is only displayed for users with Full Control on the site. The category contains the following properties.

  • Allow Options Use these to select what users without Full Control of the page are allowed to change, such as the Allow Minimize option. You can also select whether the user is allowed to close the page. This means that the site administrator can enforce rules such as ensuring that the Web Part is never deleted.

  • Export Mode You can decorate each property within the Web Parts tool pane with an attribute within the tool parts code that specifies the sensitivity of the property. For example, consider a password property within a Web Part. When exporting that Web Part, you would not want the password to be exported. As the site administrator, you can control whether properties decorated with sensitivity attributes should or should not be exported.

  • Title URL In some Web Parts, the title of the Web Part is a hyperlink. An example of this is a List View Web Part. By clicking the List View Web Part’s title, you will navigate to the Lists default view. The URL for the hyperlinked title can be changed using this property.

  • Description Provides a description of the Web Part, which is displayed when the Web Part is being inserted.

  • Icon Image URL You can set the Category and Title URLs to allow a user to click the link, which can take them to a custom description page or external URL.

  • Import Error Message Import error messages are often vague. However, you can customize the error message to provide more information, such as how to obtain support from your company if the Web Part cannot be added.

  • Target Audiences Every Web Part can be targeted to a specific audience, which allows different Web Parts to be displayed depending on the profile setting for the user who is currently logged on.

  • Help URL Administrators can also add a help URL to describe to users how to use the Web Part.

3.3. Connecting Web Parts

Web Parts can be connected to each other for many reasons, such as providing a filter value to a consuming Web Part. For example, you might have the current user filter a Web Part passing through the current user name to a List View Web Part such as Tasks. You can connect the current user Web Part to the Task List View Web Part and then map the user name to the Assigned To column. You can also connect Web Parts to display content in alternative ways, such as displaying line-of-business data from Business Connectivity Services to the Chart Web Part.

Figure 6 shows an example in which the Current User Filter Web Part is connected to the Documents List View Web Part showing Documents that are modified or checked out to the current user.

Figure 6. Connecting filter Web Parts in SharePoint 2010

 
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