WNUG: Getting Started with the CKS

Check Permissions on Lists, Libraries and Web Parts

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

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Description:

Before opening the site up for anonymous access, be sure to check the permissions on all lists and libraries to ensure any sensitive material is protected. (Example: User Email Addresses)

Start Date: 2/18/2007

Add the CKS Logo

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

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Description:

By default, the standard site logo will display. You can add the CKS logo by following these steps:

Select the View all Site Content link.
From the click on the CKSUGE1_logo.gif.
Select and Copy the full URL from the browsers address bar (top of the screen).
From the Site Actions Menu, Select Site Settings
From the Look and Feel Section, Select Title, Description and Icon.
In the Logo URL and Description Section, Paste the URL into the URL field.
Select OK, the CKS logo should now be displayed in the top left corner.

Note: You can use your own logo by first uploading it to the Shared Resources library and later selecting it instead of the CKS logo.

Start Date: 2/18/2007

Change the Generic Welcome Message

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

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Description:

To change or remove the Welcome Message on the main page:

From the Site Actions menu, Select Edit Page
With the Welcome Web Part Toolbar Exposed, Select Edit and then Modify Shared Web Part.
From the Task Pane, Select Rich Text Editor (or Source if you are comfortable editing HTML).

Note: You can change all Content Editor Web Part items using this same technique. To remove the web part, select close, or delete rather than modify.

Start Date: 2/18/2007

Change the Main Page RSS Links

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

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Description:

By Design, all instances of a list has a unique GUID. Because of this, your RSS Links on the main page will "appear" broken at first. To fix this, please follow these simple steps:

From the Site Actions Menu, Select View all Site Content
Select the Announcements List
From the List Toolbar, Select Actions, View RSS Feed.
From the browsers Address bar, select and copy everything after and including _layouts.
Return to the home page. Select Site Actions, Edit Page.
From the RSS Feeds section (Right Column), Select Edit, Modify Shared Web Part.
From the Task Pane, Select Source Editor
Modify the for your Announcements List to reflect that which you just copied.

Repeat these steps for the Events List

Note: The ICON and Text are linked. This means you need to change the twice for each item.

Start Date: 2/18/2007

Configure the Sign-up Web Part for Anon Access

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

Priority: (1) High

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Description:

By default, there is no easy way to enable anonymous access to lists, and have the posters unable to view other peoples items. To address this issue, please refer to the following article by Lawrence Liu, or follow the instructions below.

http://blogs.technet.com/lliu/archive/2006/10/14/wss-3-0-s-suboptimal-support-for-anonymous-access-scenarios.aspx

Instructions:

Here’s how to get the Survey webpart working to support the submission of site membership requests by anonymous users.

1. Create an instance of the Survey webpart. You can leave the default settings, but I chose to not display the (link to the) Membership Request survey on the Quick Launch bar because I didn’t want curious visitors to click on it.

Then click the [Next] button, configure the desired questions, and click the [Finish] button to complete the creation of the survey.

2. On the survey’s Settings page, click on the “Permissions for this survey” link. On the Permissions page, click on Actions | Edit Permissions. When prompted to confirm that “you are about to create unique permissions for this list”, click on the [OK] button. (By default, instances of webparts inherit permissions from the site.) Once the page refreshes, click on Settings | Anonymous Access.

Ensure that only the “Add Items” and “View Items” options are selected. Then click on the [OK] button.

3. Click on the “Settings” link in the breadcrumb navbar to get back to the survey’s Settings page. Then click on the “Advanced settings” link.

Ensure that the “Only their own” option under “Read access” and the “Only their own” option under “Write access” are selected. Also select the “No” option under “Allow items from this survey to appear in search results”. Then click on the [OK] button.

At this point, you’re done! This survey webpart will allow an anonymous user to complete and submit a questionnaire but not be able to see the response or anyone else’s response, which is exactly what I want. However, the solution is not perfect. For instance, the Overview page, which contains the number of responses submitted, is viewable by the anonymous user, and I don’t think the page should be.

   When the anonymous user clicks on “Respond to this Survey” menu command, the NewForm page will be displayed with the following URL as the address: http://sharepointchamps.officeisp.net/Lists/Membership%20Request/NewForm.aspx?Source=http%3A%2F%2Fsharepointchamps%2Eofficeisp%2Enet%2FLists%2FMembership%2520Request%2Foverview%2Easpx. What’s interesting about this URL is two-fold:
•         The first part of the URL (http://sharepointchamps.officeisp.net/Lists/Membership%20Request/NewForm.aspx) can be given to an anonymous user, so the NewForm page can be opened from a different page or webpart than the Overview page. I chose to include the link in the Announcement item on my site.
•         The second part of the URL (Source=http%3A%2F%2Fsharepointchamps%2Eofficeisp%2Enet%2FLists%2FMembership%2520Request%2Foverview%2Easpx) specifies the return page that will be displayed after the survey has been submitted. I chose to create a custom “Thank You” page to display to the user upon submitting the survey. So, my final URL looks like this: http://sharepointchamps.officeisp.net/Lists/Membership%20Request/NewForm.aspx?Source=http%3A%2F%2Fsharepointchamps%2Eofficeisp%2Enet%2FSite%20Files/Membership%20Request%20-%20Thank%20You.aspx.

What’s also interesting (and most likely a bug) is that I had to do Step #2 ahead of Step #3 in the procedure above because when I go back to the webpart’s Settings | Anonymous Access page, I can no longer see or change any of the options. If I go back to "Advanced settings" in Step #3 and selected the “All responses” option under “Read access”, the Anonymous Access Settings page would then show the previously selected options and let me change them. Weird.

Lastly, for an instance of the Contacts webpart or the Custom List webpart, which would be a viable alternative to the Survey webpart for a Membership Request questionnaire, the trick of setting the Source= parameter in the URL to display a different return page than the default AllItems page is essential because the AllItems page will not allow anonymous access when the webpart is configured with the same options described in the procedure above.

Start Date: 2/18/2007

Adding or Removing Sponsors from the Mainpage

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

Priority: (2) Normal

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% Complete: 0 %

Description:

To add or remove sponsors from the main page (right column), follow these simple instructions:

From the Site Actions Menu, Select Edit Page.
From the Sponsors Web Part Bar, Select Edit, Modify Shared Web Part.
From the Tool Pane, Select Source Editor.
To remove a sponsor, delete the entire
portion.
To add a sponsor, copy and paste one of the
portions and modify it to suit.

Note: We recommend adding any sponsor logos to the shared resources library, and keeping them no more than 200 pixels wide.

Start Date: 2/18/2007

Modify or Remove the Banner

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

Priority: (2) Normal

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Description:

The banner area is the top blue bar with the Community Kit for SharePoint text on it.

The banner/header area of the CKS has been designed to inspire, but not to restrict you to a single size, or look.

In the event you wish to change or remove the banner/header area, this is controlled through the style sheet.

Example 1: Change the Background Image and Height

From the Site Actions Menu, Select View all Site Content
Select the Shared Resources Library
Check Out, and begin editing the CUSTOM.CSS file. (Note: the icon will change when the file is checked out.)
Modify the following classes accordingly to change the background image and or height.
When satisfied, check the CUSTOM.CSS file back in.

/* Header Container (The color border around the image) */
.header-container {
background-color:#227ed2;
}

/* Header Image (The image itself) */
.header-image {
background-image:url('headerBG100ox.jpg');
background-repeat:no-repeat;
background-color:#227ed2;
color:#FFF;
height:100px;
/* border:1px dashed #FFF; */
}

Tips:

To remove the banner entirely, place DISPLAY:NONE; as the last property for both classes.
We recommend saving any background images to the Shared Resources library.

Start Date: 2/18/2007

Adding About Us Information

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

Priority: (1) High

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Description:

The About Us section has been left mostly empty by default to allow you to add your unique content.

To add content to the About Us page, follow these simple steps:

Select About Us from the Top Navigation Bar
From the Site Actions Menu, Select Edit Page
From the About Us Web Part, Select Edit, Modify Shared Web Part
From the Tool Pane, Select Rich Text Editor
Add content as desired.

Start Date: 2/18/2007

Change URL for the Thank You Page

SP_Admin — Tue, 01 Sep 2009 23:24:53 GMT

Priority: (1) High

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% Complete: 0 %

Description:

When a user completes the sign-up form they are redirected to a thank you page. The thank you page resides in the Shared Resources Folder and the link is hard coded into the of the button on the main page.

To modify this URL for your own installation, follow these simple steps:

From the Site Actions Menu, Select View all Site Content
Click on Shared Resources
Locate and Click on ThankYou.aspx
Copy the entire URL from the Address Bar (Top)
Go back to the main page and select Site Actions, Edit Page
From the edit menu of the Welcome Message Web Part, select Modify Shared Web Part.
From the Tool Pane, Click on Source Editor
Replace the ?SOURCE= URL with the one you copied. (note: Only the portion after ?source= not the entire a href= url)

Start Date: 2/23/2007