Skip to main content

Example: SharePoint Branding Install Instructions

After all branding files have been created we as designers sometimes don't get the option to install and implement the visual design ourselves. So the creation of an Install Guide can be important in two ways.

  1. Ability for the site owner/Administrator to have a back up guide on how to re-apply the visual design in case of a Disaster Recovery.
  2. If someone other than the creator of the branding files needs to apply the branding due to security reasons/Location.

Below are some install instructions for a site with the following:

  • Publishing Site
  • Custom Master Page
  • Custom Page Layout
  • Custom CSS
  • Custom Images

Step 1: Enable Publishing Feature:

  1. Enable the Office SharePoint Server Publishing Infrastructure Feature for the top level site collection.
    • Click on Site Actions > Modify All Site Settings
    • Click on Site collection features
    • Make sure the "Office SharePoint Server Publishing Infrastructure" is Active
  2. Enable the Office SharePoint Server Publishing for the site.
      • Click on Site Actions > Modify All Site Settings
      • Click on Site features
      • Make sure the "SharePoint Server Publishing" is Active

Step 2: Images:

  1. Go to the following directory on the server (if there are more than 1 web server make sure this is done on each)
    • C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\IMAGES
    • Copy over the “XYZ_Images” folder.

Step 3: Styles:

  1. Go to the following directory on the server (if there are more than 1 web server make sure this is done on each)
    • C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\STYLES
    • Copy over the “XYZ_Styles” folder.

Step 4: Upload Master Page and Page Layout:

  1. From the top level site collection do the following:
    • Click on Site Actions > Modify All Site Settings
    • Click on “Master pages and page layouts”
    • Upload both the “XYZ_Custom.master” and “XYZ_PageLayout.aspx” files. Make sure these files are Checked in as a major version, and Accepted if approval is required.
    • Change the XYZ_Custom.master file properties to the following:
      • Content Type: Publishing Master Page
    • Change the XYZ_PageLayout.aspx file properties to the following:
      • Content Type: Page Layout
      • Content Type Group: Page Layout Content Type
      • Content Type Name: Welcome Page

Step 5: Apply Master Page and Alt CSS:

  1. From the top level site collection do the following:
    • Click on Site Actions > Modify All Site Settings
    • Click on “Master page”
    • Choose the “XYZ_Custom.master” for both the Site Master Page, and the System Master Page.
      • Check off the boxs to reset all sub sites.
    • At the bottom of the page click on Specify a CSS to be used… and paste in the following path:
      • /_layouts/1033/styles/xyz_styles/xyzstyle.css
      • Check off the box to reset all sub sites.

Step 6: Apply Page Layout:

  1. From the top level site collection do the following:
    • Click on Site Actions > Edit Page
    • In the Toolbar click on the “Page” button then “Page Settings”
    • Under Page Layout section choose “xyz_PageLayout.aspx” from the drop down

Drop me a note if you found this useful!

Labels:

Comments

Post a Comment

Popular posts from this blog

SharePoint 2010 Base CSS Classes

This will be the first of many SharePoint 2010 posts. I will be focusing on a few of the main CSS classes used for SharePoint 2010 Public Beta. As the product becomes more final there might be some changes to the class names but I will be sure to create a new post if that happens. This will be quite a lengthy but it should be helpful. The default CSS given below are just highlights of the full CSS attributes for that class. I will be using a basic team site as my base for the screenshots. Here is a basic structure of the main areas that I will cover. Ribbon Row Table Row Left Site Actions Navigate Up Edit Tab List Browse Page Table Row Right Give Feedback Welcome Menu Workspace Body Container Title Row Title ...
112 comments
Read more

SharePoint 2010 Content Query for Blog Posts

I hope this post will help many of you feel comfortable with using the Content Query Web Part. In this post I will walk you through the process of creating a content query web part and configuring it to show custom field types. I will also give details on how to use XSLT to stylize and format the data being pulled. I will be using the following scenario as an example. Say that you had a site collection with a top level publishing site. This publishing site would display a the most recent blog posts from all blog sites within its own site collection. To solve this problem we will use a Content Query Web Part and a customized ItemStyle.xsl using XSLT. Please note that the “SharePoint Server Publishing Infrastructure” needs to be enabled at the site collection to display the content query web part. Step 1: Add a Content Query Web Part to Page Navigate to the site that you want the blog posts to show up and click on edit page. Under Editing Tools in the Ribbon, Click on ...
79 comments
Read more

SharePoint 2013 Responsive Table Columns

I have been wanting to write this one for a while now. It is really amazing how UX is really finding is way into everything that we use and interact with. From Custom applications both mobile and on a desktop to document management or large data visualizations. There is always room for better usability and new concepts. SharePoint lists and library functionality really has not changed much for the past 10 years... I remember back in 2003 when I saw the same table/grid based views of documents and list items that exists in SharePoint 2013. But now we can look at them in a whole new way! In this video blog you will see how to create a responsive CSS table so that when the browser size is reduced it will hide specific columns. However hiding data is not always the right thing to do. What if a user needed those columns to filter on or to use for comparison to another document? Well that is where the custom jQuery Column chooser comes in. It allows you to see what columns are displ...
17 comments
Read more