Module 2: Using Web Parts and Digital Dashboard Components

Contents Overview 1 Understanding Web Parts 2 Using Web Part Schema Content Properties 7 Using Web Part Schema Execution Properties 11 Using Web Part Schema Appearance Properties 17 Using Web Part Schema Basic Properties 21 Examining the Digital Dashboard Factory 22 Using the Digital Dashboard User Interface 26 Demonstration: Accessing the Digital Dashboard Customization Pages 29 Lab A: Working with Web Part Properties 34 Review 43 Module 2: Using Web Parts and Digital Dashboard Components Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. If, however, your only means of access is electronic, permission to print one copy is hereby granted. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.  2000 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveX, BackOffice, FrontPage, NetMeeting , Outlook, PivotTable , PowerPoint, Visual Basic, Visual InterDev, Visual Studio, Windows, Windows Media, and Windows NT are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other countries. Other product and company names mentioned herein may be the trademarks of their respective owners. Project Lead and Instructional Designer: Josh Barnhill Technical Lead: Chris Howd Technical Contributor: Howard Crow Program Manager: Phil Clark Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Elsa Leavitt Copy Editor: Kathy Toney (S&T Consulting) Production Manager: Miracle Davis Production Coordinator: Jenny Boe Production Tools Specialist: Julie Challenger Production Support: Ed Casper (S&T Consulting) Test Manager: Sid Benavente Testing Developer: Greg Stemp (S&T OnSite) Courseware Testing: Testing, Testing 123 Creative Director, Media/Sim Services: David Mahlmann Web Development Lead: Lisa Pease CD Build Specialist: David Myka (S&T Consulting) Manufacturing Manager: Rick Terek Operations Coordinator: John Williams Manufacturing Support: Laura King; Kathy Hershey Lead Product Manager, Release Management: Bo Galford Lead Product Manager, Knowledge Management Solutions: Janet Wilson Group Manager, Courseware Infrastructure: David Bramble Group Product Manager, Content Development: Dean Murray General Manager: Robert Stewart Module 2: Using Web Parts and Digital Dashboard Components iii Instructor Notes This module provides students with an understanding of Web Parts and digital dashboard components. At the end of this module, students will be able to: ! Define Web Part, Web Part schema, and digital dashboard folders. ! Use content properties of the Web Part schema. ! Use execution properties of the Web Part schema. ! Use appearance properties of the Web Part schema. ! Use basic properties of the Web Part schema. ! Describe the purpose of the digital dashboard factory. ! Describe the digital dashboard user interface (UI). Materials and Preparation This section provides you with the required materials and preparation tasks that are needed to teach this module. Required Materials To teach this module, you need the following materials: ! Microsoft ® PowerPoint ® file 2017a_02.ppt ! Module 2, “Using Web Parts and Digital Dashboard Components” Preparation Tasks To prepare for this module, you should: ! Read all of the materials for this module. ! Read the instructor notes and margin notes for the module. ! Complete the lab. Presentation: 45 Minutes Lab: 30 Minutes iv Module 2: Using Web Parts and Digital Dashboard Components Module Strategy Use the following strategy to present this module: ! Understanding Web Parts Define Web Part, Web Part schema, and digital dashboard folders. ! Using Web Part Schema Content Properties Explain how to use the Content, ContentLink, and ContentType properties of the Web Part schema. ! Using Web Part Schema Execution Properties Explain how to use the MasterPartLink, CustomizationLink, CacheBehavior, and CacheTimeout properties, and additional useful execution properties of the Web Part schema. ! Using Web Part Schema Appearance Properties Explain how to use the AllowMinimize and FrameState properties, and additional useful appearance properties of the Web Part schema. ! Using Web Part Schema Basic Properties Explain how to use the Title, Description, Namespace, and LastModified properties of the Web Part schema. ! Examining the Digital Dashboard Factory Describe how the digital dashboard factory initializes Web Parts. Explain how the digital dashboard factory processes Web content. Describe the important property interactions of the Web Part schema. ! Using the Digital Dashboard User Interface Explain how to access the digital dashboard customization pages. Describe the title and navigation areas and the five digital dashboard zones. Module 2: Using Web Parts and Digital Dashboard Components 1 Overview ! Understanding Web Parts ! Using Web Part Schema Content Properties ! Using Web Part Schema Execution Properties ! Using Web Part Schema Appearance Properties ! Using Web Part Schema Basic Properties ! Examining the Digital Dashboard Factory ! Using the Digital Dashboard User Interface At the end of this module, you will be able to: ! Define Web Part, Web Part schema, and digital dashboard folders. ! Use the content properties of the Web Part schema. ! Use the execution properties of the Web Part schema. ! Use the appearance properties of the Web Part schema. ! Use the basic properties of the Web Part schema. ! Describe the purpose of the digital dashboard factory. ! Describe the digital dashboard user interface (UI). Slide Objective To provide an overview of the module topics and objectives. Lead-in In this module, you will learn about using Web Parts and digital dashboard components. 2 Module 2: Using Web Parts and Digital Dashboard Components # ## # Understanding Web Parts ! Defining Web Part ! Defining Web Part Schema ! Defining Digital Dashboard Folder Web Parts are the building blocks that digital dashboard factories use to create the digital dashboard view that users see. The following topics define Web Parts, the Web Part schema, and the digital dashboard folder and how they relate to each other. For information about creating Web Parts, see module 3, “Creating Web Parts” in course 2017A, Creating Web Parts for Digital Dashboards. Slide Objective To outline this topic. Lead-in Web Parts form the building blocks of digital dashboards and can contain almost any type of Web content. The “Understanding Web Parts” section of this module begins with some review material on Web Parts, but then moves quickly into the Web Part schema topic. Do not spend more time on the “Defining Web Part” topic than is necessary. Note Module 2: Using Web Parts and Digital Dashboard Components 3 Defining Web Part Apply property schema to Web-based content Apply property schema to Web-based content Web Parts are reusable components that apply a property schema to Web-based content—which can be written in Hypertext Markup Language (HTML) code, Extensible Markup Language (XML) code, and scripting languages. It is the schema property settings that affect how Web Parts are rendered in a digital dashboard. The content of the Web Part can be as complex as streaming video or as simple as a string of text. Most Web Parts provide their content by using Microsoft ® ActiveX ® Controls (such as the Microsoft Outlook ® view control or Microsoft Office Web Components), data access pages, or existing Web pages. Slide Objective To show that Web Parts apply a set of properties to XML-, HTML-, or script- based content fragments. Lead-in Web Parts can contain fragments of Web-based content from a variety of sources. 4 Module 2: Using Web Parts and Digital Dashboard Components Defining Web Part Schema Web Part Web Part Schema Web Part Schema Web Part Schema Basic properties Basic properties Appearance properties Execution properties Content properties The power and versatility of Web Parts come from the Web Part schema, which is a set of properties that establish how Web Parts are displayed in a digital dashboard. The schema properties also define the behavior of Web Parts, such as how often they are refreshed and whether they cache their content to the digital dashboard server. You set these properties when you create Web Parts, and they are stored as part of the XML code within a Web Part file. Some properties are user specific, meaning that these properties can be modified by digital dashboard users to customize a digital dashboard to meet their personal preferences. Content Class To ensure that digital dashboard factories interpret Web Parts in a consistent fashion, a content class named “urn:schemas-microsoft-com:office:Webpart” has been defined. (A content class is a collection of data that describes an object’s attributes and the current state of the object, in this case a Web Part.) Any Web Part that you create by using the Web Part schema belongs to this content class. Slide Objective To show how the Web Part schema affects the appearance of Web Parts when they are rendered in a digital dashboard view. Lead-in Required and optional properties of the Web Part schema enable Web Part authors to specify the behavior of Web Parts. Properties are either user- specific or view-specific (view-specific properties contain metadata for the Web Part). For details on why this differentiation is necessary, see the “Building Web Parts for the Digital Dashboard” white paper supplied with the Digital Dashboard Resource Kit. Digital dashboard administrators can create their own digital dashboard factories, based on the default digital dashboard factory, that take advantage of additional properties. Check digital dashboard forums periodically for updates on this advanced topic. Module 2: Using Web Parts and Digital Dashboard Components 5 The Web Part schema defines a number of standard properties for a Web Part. Some of these properties are required for the digital dashboard factory to render a Web Part, whereas others are not. Developers can attach additional properties to a given Web Part, but the values of any additional properties will not be referenced by the default digital dashboard factory supplied with the Digital Dashboard Resource Kit 2.0 and will not be part of the base content class. Extending the default digital dashboard factory engine to take advantage of these additional properties is not recommended and is not covered in this course. Nothing about the Web Part schema restricts its use to the data stores developed by Microsoft. It is possible to design storage for a Web Part in many different kinds of data stores, and to enable digital dashboard factories to read Web Parts from any data store that supports the Web Distributed Authoring and Versioning (WebDAV) protocol. Categories of Web Part Schema Properties The properties of the Web Part schema can be divided into four general categories: ! Content properties. These properties define the content location, content value, and content type for a Web Part. ! Execution properties. These properties control the behavior of Web Parts within a digital dashboard. ! Appearance properties. These properties control the visual interface presented to digital dashboard users. ! Basic properties. These properties define basic metadata for a Web Part. Note For all property definitions, if a particular item does not have a value defined for the property, a digital dashboard factory uses the default value for the property. 6 Module 2: Using Web Parts and Digital Dashboard Components Defining Digital Dashboard Folder Property Property Property Result Result Result AutoUpdate AutoUpdate Determines whether Web Parts are updated with the values of a master Web Part Determines whether Web Parts are updated with the values of a master Web Part DashboardOrder DashboardOrder Indicates the location of this digital dashboard in the navigation user interface relative to other digital dashboards Indicates the location of this digital dashboard in the navigation user interface relative to other digital dashboards DisplayTitle DisplayTitle Indicates whether the digital dashboard view should display the title bar of the digital dashboard Indicates whether the digital dashboard view should display the title bar of the digital dashboard MergeSubDashboards MergeSubDashboards Determines whether subdashboards are merged into the digital dashboard view, allowing navigation between them Determines whether subdashboards are merged into the digital dashboard view, allowing navigation between them RefreshInterval RefreshInterval Specifies how frequently the entire digital dashboard is refreshed Specifies how frequently the entire digital dashboard is refreshed Stylesheet Stylesheet Embedded style sheet that defines the digital dashboard view Embedded style sheet that defines the digital dashboard view A digital dashboard folder is a specialized folder that contains Web Parts and must be located in a WebDAV-compatible data store. It has a custom property schema—the digital dashboard schema—which applies to the digital dashboard folder and all of the Web Parts in the folder. You can customize digital dashboards by modifying the properties of the digital dashboard schema. The Title, Description, and LastModified properties serve the same purpose in the digital dashboard schema as they do in the Web Part schema. The following table defines some additional digital dashboard schema properties. Property name Description AutoUpdate Determines whether and how often Web Parts are updated with the values of a master Web Part DashboardOrder Indicates the location of this digital dashboard in the navigation UI relative to other digital dashboards DisplayTitle Indicates whether the digital dashboard view should display the title bar of the digital dashboard MergeSubDashboards Determines whether subdashboards are accessible from the digital dashboard view, allowing navigation between multiple digital dashboards RefreshInterval Specifies how frequently the entire digital dashboard is refreshed Stylesheet Defines the digital dashboard view by means of an embedded style sheet For more information about the digital dashboard schema, see the Digital Dashboard Schema Reference document included on the Student Materials compact disc. Slide Objective To show how properties of the digital dashboard schema affect the appearance of a digital dashboard. Lead-in Digital dashboard folders contain Web Parts and enable you to customize properties of digital dashboards. This one-day course focuses on creating Web Parts and moves very quickly through the topic of digital dashboard folders. Make sure that the students know that there is more material on creating digital dashboard folders and the digital dashboard schema in the Digital Dashboard Resource Kit. Note [...]... a digital dashboard navigation bar if the digital dashboard folder includes sub-dashboards ! Digital dashboard zones The digital dashboard zones provide a standard table layout that makes it easier for the digital dashboard user to move Web Parts from one position to another in the digital dashboard view Module 2: Using Web Parts and Digital Dashboard Components 27 Accessing the Digital Dashboard. .. title bar and any standard buttons that a digital dashboard includes in that title bar 20 Module 2: Using Web Parts and Digital Dashboard Components Using the Height and Width Properties You can set the Height and Width properties to restrict the height and width of the Web Part in the digital dashboard view If you do not set these properties, or if you set them to an empty value, the digital dashboard. .. the Web Parts in a digital dashboard Isolated Web Parts are placed in an HTML IFrame and treated as separate documents Some reasons for isolation include: ! To avoid conflicts caused by Web Parts that include scripts or event sinks with the same name ! To avoid conflicts caused by Web Parts that include identical HTML IDs 16 Module 2: Using Web Parts and Digital Dashboard Components Using the XSL and. .. ignored IsIncluded = False If a Web Part is not included, the values of most of the other properties will be ignored by the digital dashboard factory when it renders the digital dashboard view Non-included Web Parts are usually not processed at all when the digital dashboard view is built 26 Module 2: Using Web Parts and Digital Dashboard Components # Using the Digital Dashboard User Interface Slide... displaying the digital dashboard to the user ! Initializing Web Parts ! Processing Digital Dashboard Content ! Understanding Property Interactions A digital dashboard factory accesses the Web Part properties and digital dashboard schema properties and assembles the digital dashboard view When a user connects to a digital dashboard, the digital dashboard factory transforms XML data into HTML- and Dynamic... of the digital dashboards as if they were related pages However, the digital dashboard factory also handles the more complex case of a full digital dashboard tree by creating additional levels in the navigation strip 32 Module 2: Using Web Parts and Digital Dashboard Components Examining the Digital Dashboard Zones Slide Objective To present the architecture of the digital dashboard zones (Dashboard. .. the Linked Content to Travel Page Web Part is now located on the right side of the digital dashboard 30 Module 2: Using Web Parts and Digital Dashboard Components ! To explore the Content in digital_ dashboard_ name customization page 1 On the Module 1 Demonstration title bar, click Content 2 Quickly review the Web Parts list, Open Web Part Catalog, and Create new Web Part sections of the content customization... not accessible, the digital dashboard factory uses the contents of the XSL property If neither property is defined, or if the XSLLink property fails and the XSL property has no value, the digital dashboard factory does not transform the Web Part’s content and renders it into the digital dashboard view as it is Module 2: Using Web Parts and Digital Dashboard Components 17 # Using Web Part Schema Appearance... (DHTML)–formatted content, and then uses Microsoft Internet Information Services (IIS) to stream the transformed content to the digital dashboard view Module 2: Using Web Parts and Digital Dashboard Components 23 Initializing Web Parts Slide Objective To show the process of initializing a Web Part Lead-in Digital dashboard factories use a three-step process to initialize Web Parts Update non-user– Update... consists of the digital dashboard view and the three customization pages that can be accessed from the digital dashboard The customization pages enable users to add Web Parts to the digital dashboard, to change properties of the Web Parts in the digital dashboard folder, and modify digital dashboard schema properties associated with the digital dashboard folder The digital dashboard customization pages . and the five digital dashboard zones. Module 2: Using Web Parts and Digital Dashboard Components 1 Overview ! Understanding Web Parts ! Using Web Part Schema. Module 2: Using Web Parts and Digital Dashboard Components iii Instructor Notes This module provides students with an understanding of Web Parts and digital