Best Practices in SharePoint 2010 ( Out of the box feature vs Custom Web Part, development )

Hi
How do we differentiate on when to allow custom web parts and when to use out of the box.
What are the performance issues involved when we deploy a custom web part into the SharePoint server.
Why do some companies prefer to allow only out of the box features, and no custom work is done?

SharePoint is a powerful, flexible server product that can provide a wealth collaboration environment right out of box.
Best answer for your question is depend upon your requirement. Sometime Out of Box features will solve all the problem with little designing. But sometime your requirement need a Custom Web part / solution.
With OOTB implementation the big advantage is easy to trouble shoot & fix the issues. You will also found tons of blogs on internet for OOTB features. In custom development, its hard to troubleshoot & identifying whether its SharePoint issue or Custom
code issue.
check the below article for more ideas.
http://social.technet.microsoft.com/Forums/sharepoint/en-US/1e7845ef-61e0-4d01-bb6c-92519e6d7139/sharepoint-2010-outofbox-best-practices?forum=sharepointgeneralprevious
http://www.cdh.com/media/articles/Pages/SharePoint-out-of-the-box---To-customize-or-not-to-customize.aspx
Master List of SharePoint 2010 On-Premises Custom Development Best Practices
http://i.zdnet.com/whitepapers/Quest_WPW_SharepointDev_Custom_US_KS_v3.pdf
Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

Similar Messages

WC Out of the Box Features

I need the list of out of the box features provided by Webcenter. I'll be very grateful if anyone provides this list (any link). I know wiki and discussions are available, but what others are also available.
Thanks and regards
SoftDesire

Hi Desire,
The Product Overview page on OTN contains all the information you're looking for.
Let me know if you have questions.
Peter

Where is the SP 2010 out of the box workflow status value stored?

I created an out of the box Approval - SharePoint 2010 workflow (TEST1) on a custom list. When I created this out of the box workflow, I specified a name for the task (TEST1 Tasks) and history (TEST1 History) list.
The workflow is creating tasks, sending emails, and the task emails lead me to a screen where I can approve or reject the requests.
However, TEST1 - the list that contains the items created - doesn't have a status column. The TEST1 Tasks has a status column. But I would prefer the people working with the workflow just look at TEST1 and not the Tasks or History lists.
What is the preferred way to create one of these list workflows so that the admins only have to look at the specific tasks that have been submitted and they can see which have been approved or not?
Thank you

Thank you for your reply. Initially, I didn't have content approval turned on, had workflow approval turned on, but didn't have a status column. I also had an error in the history list that the status could not be created.
When I turned on the content approval, then I got a status column, but now my list has a warning across the top telling the user that their request won't be public until approved.
I don't really WANT a document approval workflow. But I don't see how to set up what I do want.
What I need is a simple custom list - a few lookup columns, the rest static data columns, that describe an action that is being requested. That request (ala the list item) is what needs to be approved or rejected. There is no publishing needed in this workflow.
The approval workflow was the closest I could see for setting up such a simple request workflow.

SharePoint 2013 RSS Viewer not loading when other Custom web part using Update Panel or Ajax Timer control

Hi,
SharePoint 2013 RSS
Viewer web part failing to complete loading when the page loads.
This happens when having RSS Viewer and then adding a Custom webpart with an updatepanel and timer control.
I had used Ajax update panel and timer control to load the web part asynchronously after the main page is fully loaded.
The RSS-Viewer web part hangs in loading state while the custom webpart loads just fine.
The issue occurs when an like button click or Timer Tick event fires after the page
is loaded.
Haven't been able to track the issue.
Couple of workaround I tried to call a server side button click event from the custom web part after the page gets fully loaded using JQuery shown below did not work out either.
$(document).ready(function () {
$('#<%= netButton2.ClientID %>').click();
And
document.onreadystatechange = function () {
if (document.readyState == "complete") {
$('#<%= netButton2.ClientID %>').click();
Please let me know how to resolve this issue.
Thanks,
Franklin

Hi Johan,
The assignment of this user on the given task might be corrupted. Try to remove the resource from the task, publish the project, assign the resource again and publish again the project. If it is not working, try to unpublish the task (column "publish")
and publih it again.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Best Practices of SharePoint 2010 Search

Hello,
I plan to create separate content sources for each site collection to schedule crawling, and I plant create content source for user profile search crawling. Do you think it is a good practice?We have site collections, users upload documents everyday in one
of the site collections, and other site collections don't need crawling every day. I'm not sure if it is a good practice.

As Alex explain you should consider the Incremental Crawl. its depend upon the the size of content and peak hours for sharepoint and important thing how quickly you want the content is search results( whats your tolerance level).
I would configure the Incremental Crawl at off peak hours and once a day but can be change as per requirement. Also keep in mind, schedule should not conflict with Backup jobs( if you have any schedule SharePoint backup jobs) also try to avoid with UPS sync
timings.
Please remember to mark your question as answered &Vote helpful,if this solves/helps your problem. ****************************************************************************************** Thanks -WS MCITP(SharePoint 2010, 2013) Blog: http://wscheema.com/blog

Best Practice: Keeping business logic out of the servlet

In servlet programming, is it considered best practice keep business logic in the helper classes and only have session-related logic in the servlet?

Yes, it is best to keep your business logic separate from your servlet class, to prevent coupling between your servlet and business logic. Consider using EJB's or the DAO pattern for your business logic.

How can I display a SP 2010 out of the box workflow's task assignees via powershell?

There are days where one of the 250+ workflows at the site has attempted to send email to someone no longer at the company.
I would like to find a way to go through the farm and display all the list URLs that have workflows, and the mail addresses associated to the workflows.
This way I can track down the workflows that need to be updated to remove the missing users.
I have started a bit of script to do this. In my script, I just had a site collection - I figured that if I can get that to work, then surely wrapping another loop for the rest of the farm won't be bad.
However, for some reason, I am not seeing the output that I expected to show the mail addresses.
I am hoping a different set of eyes might see what I am missing. It was my understanding that the AssociationData property was XML that contained information about the assignees for tasks, the carbon copy list, etc.
Maybe I misunderstood something that I read?
$outLoc = "d:\temp\wfdata.txt"
$web = Get-SPWeb -Identity "http://myfarm/sites/it/"
foreach ($list in $web.Lists)
$associationColl=$list.WorkflowAssociations
foreach ($association in $associationColl)
$association.AssociationData | Out-File $outLoc
$web.Dispose()
I want to thank you for the helpful tips that so often appear on this list. They help me when I am reading over old threads to figure out what to do. I am hoping that tips on this thread will likewise be helpful.

Hi,
With
SPWorkflowAssociation.AssociationData property, we can get the assignees’ information. Your script can
be able to retrieve a XML format data which contains the user name we need:
So the next step would be getting the user name by parsing the XML data we got.
The two links below will show how to parse XML with PowerShell:
http://stackoverflow.com/questions/18032147/parsing-xml-using-powershell
http://blogs.technet.com/b/heyscriptingguy/archive/2012/03/26/use-powershell-to-parse-an-xml-file-and-sort-the-data.aspx
With the user name, we can get the
Email property of an user with the scripts as the link below provided:
http://davidlozzi.com/2012/03/07/using-powershell-to-access-sharepoint-sites/
Best regards
Patrick Liang
TechNet Community Support

In search of assistance learning how to modify the mail message from an out of the box SP2010 approval workflow.

So, I have found the article
http://punaro.com/2012/01/derek/modifying-a-sharepoint-2010-workflow-email/comment-page-1/ which appears to walk through the process of modifying an out of the box workflow's mail message.
However, there is a basic problem that I run into before I get started.
I am logged into the system as a regular user (ie not a farm admin, etc.).
I do, however, have full control on the site on which I am working.
I create a custom list.
I create a simple one step approval - sharepoint 2010 out of the box workflow.
I start SharePoint designer and give it the URL of the list. It opens up and I see the various objects on the left side of the screen.
I click right on the Workflows object - which is where the article says I will find the ability to copy and modify the workflow.
All I see is "open", "open in a new tab" and "Pin".
I selecdt open in a new tab - and I get a blank screen labeled workflows that says "There are no items to show in this view".
So, I click on Lists and Libraries, then on the name of my custom list.
When the list displays, the Workflows section of the page has a "Modified Workflow" displayed.
When I right click on it, no menu is shown. When I click on the modified workflow, I get the workflow settings page for that workflow.
I am trying to figure out how to create the copy of the workflow so that I can modify one of the mail messages in SharePoint designer.
Is there someone who has some advice on how to find this copy and modify option? Or perhaps a web site, web forum, article series, or book covering the topic?
Thank you!

Hi lwvirden,
According to your description, my understanding is that you want to modify the OOB approval workflow in SharePoint Designer.
After opening the site in SharePoint Designer, just click Workflows in the left panel and then the workflows in the site will load in the right part.
If you want to copy and modify the OOB approval workflow, then you need to right the approval workflow
Approval – SharePoint 2010 under Globally Reusable Workflow. After that you will see the
Copy and Modify button.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Reg:: Create a New SharePoint 2010 server as the existing SharePoint 2010 Server with Named Instance

Hi Techys,
Please give me the better option for the below scenario.
Scenario::
I would like to Build a new sharepoint server with recently created MS-Sqlserver2008r2 named instance. and also I want the same data(Features and solutions) which i used in previous SharePoint farm.
Desc:: We have a SharePoint 2010 farm with SP2. MSSQLSERVER is the default instance.
now i want create a same SharePoint 2010 farm with MSSQLSERVER2(Named Instance)
If you need any Information, plz let me know.
Many Thanks,
Madhu

reproducing environments is difficult... lots of settings... the AVAILABILITY of OUT OF THE BOX features can be configured just by running the install and using a key to match editions (std/ent)... but which features are enabled, how they're configured,
what customizations might be in place... not a simple checklist.
Scott Brickey
MCTS, MCPD, MCITP
www.sbrickey.com
Strategic Data Systems - for all your SharePoint needs

Add javascript to Out of the box Modal Dialogue Box in Sharepoint 2010.

Hi,
We have Sharepoint and Project Server 2010 SP-2 enviroment. We are using Project Server Timesheet for our managing Time logging.
Project Server 2010 has "Add existing task" Modal Dialogue box in which I want to add "Javascript" code in order to sort the Project Server Timesheet Line Claasification listbox control in Ascending order.
As you can see from below screenshot "Standard" the Out of the box timesheet line classification is coming at top and then our custom line classification coming.
But I want to sort this list in ascending order so that this "Standard line classification can come at the bottom of the listbox control.
Please suggest me how can I achieve this.
Thanks much !!!
Sachin Vashishth MCTS

Thanks SaiRam from input, I can get JQuery for sorting the control over the internet no issue. I have to pass the ControlId in J-Query to sor the items in that control and I am not able to get the control id as it;s modalk dialogue box.
Can you please explain further here, also let me know in case I am wrong in my understanding.
Thanks !!!
Sachin Vashishth MCTS

After the in place upgrade from SharePoint server 2007 to 2010, the out of the box approval workflow does not prompt for additional information after check in of a major version.

I think it has to do with the interaction between Word, InfoPath, IIS, and /or SharePoint, but I cannot put my finger on it. Maybe client integration or authentication settings? I have looked at it in wireshark
and have not seen anything glaring.
Steps to reproduce the (working) behavior:
Set up a document library in SharePoint 2010.
Under versioning settings, make the following changes:
Set Require Content Approval for submitted Items to Yes
Select Create Major and Minor (draft) versions
Set require checkout to Yes
Create an out of the box “approval” workflow with the following settings:
Start this workflow to approve publishing a major version of an item.
I then create a new document. Save it. check it in. it is now version 0.1.
I then open it again. check it out. Make a change. Close and save it.
Check it in.
Publish major version:
At this point a screen is presented to me to enter workflow parameters. This screen comes up in Enterprise 2013 and MOSS 2007, but not the migrated version of 2010:
This is what I need help with. It should come up in 2010. To fix it in 2013, I had to change the IIS bindings to only have 1 entry for a port. I did this for 2010 and it did not work.
Any help or ideas is very appreciated. Thanks very much in advance.

Hi Chris,
According to your description, my understanding is that the approval workflow cannot work when the workflow was set to start to approve publishing a major version of an item after upgrading to SharePoint 2010.
I recommend to check the approval workflow in Workflow settings of the corresponding library to see if the Start this workflow to approve publishing a major version of an item is checked.
For test, I recommend to create a new OOB approval workflow and set it to start to approve publishing a major version of an item in the same library to see if the workflow can work.
Thanks
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support

Customization approach as per best practice for SharePoint Online

Hi All,
I am working for a customer for customization on SharePoint Online. I need to create following customization.
For each department one site collection is required to be created. There will be 15 site collections.
Each site collection will have couple of team sites.
Each team will have couple of document libraries and customer list.
Custom lists and document libraries will have custom views.
MaterPage and Layout will be customized to apply the UI Branding.
Customer wants that configuration management should be as per the Microsoft best practice. I am wondering what the approach I should use is.
Should I create visual studio solution, but since there are 15 different site collections are required to be created I believe sandboxed solution will not be feasible sine sandboxed solution are scoped with site collection.
I also believe if I do create visual studio solution that development efforts will be extensive.
I am not sure whether it is feasible, use the SharePoint Designer to apply this customization but I am confused in this case. If it is possible then how I will promote the customization to production.
I am also confused in case SharePoint online how I will keep production and development environment separate? What is the best practice around it?
Regards
Unrest Spirit
Regards Restless Spirit

Hi,
You can create Custom Master page using SharePoint Designer. And for first four points from creating Sitecollection to creating views you can create a hierarchy of objects in site using csv file and then create Powershell script to create sitecollection,
team site, list/libraries and view by reading csv files.
http://blogs.technet.com/b/fromthefield/archive/2013/08/22/create-a-site-structure-using-powershell.aspx
http://blog.falchionconsulting.com/index.php/2009/12/creating-a-sharepoint-2010-site-structure-using-powershell/
Details about SharePoint Online Powershell management shellcan be found on below links:
http://technet.microsoft.com/en-us/library/fp161362%28v=office.15%29.aspx
https://support.office.com/en-GB/article/Introduction-to-the-SharePoint-Online-Management-Shell-c16941c3-19b4-4710-8056-34c034493429
Best Regards,
Brij K

Out of the box sharepoint online 2013 workflow

Hi All,
I have a workflow that sends a email to a user after creating a new document.
Now a want to attach a document to this email but this is not possible with the out of the box SharePoint 2013 solution. I use the SP 2010 workflow because I need to send a email to an external user.
Is there a solution that I can use to attach a document to a email in a workflow?

Not possible out of the box. Just curious why would you want to email someone files over the email? I think the logical way is to simply send the item link. This will show user the item details and attachments.
Anyways, If that's the way you want to do it then check the following codeplex solution out.
http://spdactivities.codeplex.com/
I would still recommend you to send the current Item URL in the email instead of sending document as an attachment.
If this helped you resolve your issue, please mark it Answered

How to populate a sharepoint 2010 list from the active directory. How to populate a sharepoint 2010 list with all sharepoint user profiles

How to populate a sharepoint 2010 from the active directory.
I want a list of all the computers in the active directory,
another one with all users.
I want also to populate a sharepoint 2010 list from the sharepoint user profiles.
Thanks
sz

While
the contacts list is usually filled out for contacts that are outside the company, there are times when you would use a contacts list to store internal and external resources. Wouldn’t it be nice if you didn’t have to re-type your internal contacts’
information that are already in the system? Now you can with a little InfoPath customization on the contacts list.
Here’s our plan:
Create the contacts list, and open in InfoPath
Create a data connection to the User Profile web service
Customize the form adding some text, a people picker and a button
Create InfoPath rules that will populate the contact fields from the user fields in the User Profile store
Let’s get going! Before we begin, make sure you have InfoPath 2010 installed locally on your computer. I also want to give credit Laura
Rogers and Darvish Shadravan’s book Using
Microsoft InfoPath 2010 with Microsoft SharePoint 2010 Step by Step. I know it looks like a lot of steps, but it’s easy once you get the hang of it.
So obviously we need a contacts list. If you don’t already have one, go to the SharePoint site where it will live, and create a contacts list.
From the list, click the List tab on the ribbon, then click Customize form:
So now we have our form open in InfoPath 2010. Let’s add our elements to the form.
Above all the fields, let’s add some text instructing users what to do with the the field we’re about to add (.e.g To enter an existing user’s information, choose the user below).
Insert a people picker control by clicking the Person/Group Picker control in the Controls section of the ribbon. This will add a column to the contacts list called group.
Below the people picker, insert a button control from the same section of the ribbon as above. With the button still highlighted, click the Control Tools|Properties tab on the ribbon.
Then in the Label box, change the text to something more appropriate to our task (e.g. Click here to load user data!).
You can drag the button control a little larger to account for the text.
We should end up with something like this:
Before we can populate the fields with user data, we need to create a connection to the User Profile Service.
Add a data connection to the User Profile Service
Click the Data tab on the ribbon, and click the option From Web Service, and From SOAP Web Service.
For the location, enter the URL of your SharePoint site in the following format – http://<site url>/_vti_bin/UserProfileService.asmx?WSDL. Click Next.
Note - for the URL, it can be any SharePoint site URL, not just to the site where your list is.
For the operation, choose GetUserProfileByName. Click Next.
Click Next on the next two screens.
On the final screen, uncheck the box for “Automatically retrieve data when form is opened”. This is because we are going to retrieve the data when the button is clicked, also for performance reasons.
Now we need to wire up the actions on our button to populate the fields with the information for the user in the people picker control.
Tell the form to read the user from the people picker control
Click the Home tab on the ribbon.
Click the button control we created, and under the Rules section of the ribbon, click Manage Rules. Notice the pane appear on the far right.
In the Rules pane, click New –> Action. Change the name to something like “Query and load user data”.
Leave the condition to default (none – rule runs when button is clicked).
Click the Add button next to “Run these actions:”, and choose “Set a field’s value”.
For Field, click the button on the right to load the select a field dialog. Click the Show advanced view on the bottom. At the top, click the drop down and choose the GetUserProfileByName
(Secondary) option. Expand myFields and queryFields to the last option and highlightAccountName. Click ok.
For Value, click the formula icon. On the formula screen, click the Insert Field or Group button. Again click the show advanced view link, but this time leave the data
connection as Main. Expand dataFields, then mySharePointListItem_RW. At the bottom you should see a folder called group (the people picker control we just added to the form). Expand this, then pc:Person,
and highlightAccountId. Click Ok twice to get back to the Rules pane.
If we didn’t do this and just queried the user profile service, it would load the data of the currently logged in user. So we need to tell the form what user to load the data for. We take the AccountID field from the people
picker control and inject into the AccountName query field of the User Profile Service data connection.
Load the user profile service information for the chosen user
Click the Add button next to “Run these actions:”, and choose Query for data.
In the popup, for Data connection, click the one we created earlier – GetUserProfileByName and clickOk.
We’re closing in on our goal. Let’s see our progress. We should see something like this:
Now that we have the user’s data read into the form, we can populate the fields in the contact form. The number of steps to complete will depend on how many fields you want to populate. We need to add an action step for
each field. I’ll show you one example and then you will just repeat the steps for the other fields. Let’s update the Job Title field.
Populate the contact form fields with existing user’s data
Click the Add button next to “Run these actions:”, and choose “Set a field’s value”.
For Field, click the button on the right to load the select a field dialog. Highlight the field Job Title.
For Value, click the formula icon. On the formula screen, click the Insert Field or Group button. Click the Show advanced view on the bottom. At the top, click the
drop down and choose theGetUserProfileByName (Secondary) option. Expand the fields all the way down until you see the Value field. Highlight it but don’t click ok, but click the Filter
Data button, then Add.
For the first dropdown that says Value, choose Select a field or group. The value field will be highlighted, but click the field Name field
under PropertyData. Click Ok.
In the blank field after “is equal to”, click in the box and choose Type text. Then type the text Title.
Click ok until you get back to the Manage Rules pane. The last previous screen will look like this.
We’re going to update common fields that are in the user’s profile, and likely from Active Directory. You can update fields like first and last name, company, mobile and work phone number, etc. For the other fields, the
steps are the same except the Field you choose to update from the form, and the very last step where you enter the text will change. Here’s what the rules look like when we’re done:
We’re all done, good work! You can preview the form and try it now. Click Ctrl+Shift+B to preview the form. Once you’re satisfied, you can publish the form back to the library. Click File –> Quick
Publish. Once it’s done, you will get confirmation:
Now open your form in SharePoint. From the contact list, click Add new item. Type in a name, and click the button and watch the magic happen!

What are the possibilities and limitation of using Out of the box content search webpart on SharePoint Online 2013/O365 ?

Hi All,
We are migrating from on-premise SharPoint 2010 to SharePoint online 2013.
I have few questions below:
What are the possibilities and limitations of using Out of the box content search webpart?
Also, how the cross site publishing will work in SharePoint online something with managed navigations and product catalog apporach? if it is not supported, then what are the alternatives to acheive the same?
Appriciate any commnets/clarifications.Thanks in advance.
Thanks,
Dhananjay.

Here are the possibilities of Content search webparts
http://office.microsoft.com/en-in/office365-sharepoint-online-enterprise-help/configure-a-content-search-web-part-in-sharepoint-HA104119042.aspx
http://office.microsoft.com/en-in/office365-sharepoint-online-enterprise-help/when-to-use-the-content-query-web-part-or-the-content-search-web-part-in-sharepoint-HA104206662.aspx
Compare the strengths and limitations of the Web Parts
It’s important that you understand the strengths and limitations of the two Web Parts because if you choose the wrong one, your site could run into performance problems. You can use both Web Parts to show content that is based on a query. In a simplified
world, here’s how you can decide between the two:
Use the CQWP when you have a limited amount of content, your query is simple, and you don’t expect your content to grow much in the future.
Use the CSWP in all other scenarios when you want to show content that is based on a query.
The table below gives a comparison of the two Web Parts:
Web Part behavior
Content Query Web Part
Content Search Web Part
Query configuration
Easy
You’ll need to know about certain search features such as
managed properties.
Query across large amounts of content
Limited
Yes
Handle complex queries
Limited
Yes
Scale to handle future content growth
Limited
Yes
Display content from other site collections
No
Yes (see
section below)
Design of query results can be customized
Yes, by using XSLT.
Yes, by using HTML.
Maintenance cost in a complex site architecture
High
Small (see
section below)
Narrow down the query results that are displayed in the Web Part
No
Yes, in combination with the
Refinement Web Part.
It was not there previously but then it was added to Office 365
http://blogs.office.com/2013/10/29/search-innovations-for-site-and-portal-design-in-sharepoint-online/
If this helped you resolve your issue, please mark it Answered

Best Practices in SharePoint 2010 ( Out of the box feature vs Custom Web Part, development )

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