I have a small Sharepoint Feature project in VS2008 with STSDev 2008 which comprises of a WebPart, a List and a List Instance (of the aforementioned List). The WebPart depends on the existance of the List as does the List Instance.
Would I be better creating one feature that deployed all three components, or packaging up the three components as individual features and creating feature dependancies in the WebPart and List Instance upon the List?
I can see several advantages and disadvantages:
Pro:
simplified testing as the list can be tested seperatly from the WebPart and Instance
more extensable as further features can be added that depend on up-level features
more efficent, only activate the features you need
Con:
increased development time to create features
development environment dosn't really allow you to split up features except for as different projects
could clutter the Site Features page in Site Settings
I would probably split them out into multiple features so that you can updat ethem seperately if need be. You could always create a parent feature which has ActivationDependencies on the child features. If you mark the child features hidden, the parent feature will automatically activate the child features and they won't clutter up your features page.
Also consider the administration of the features. If you're in a large company environment with lots of features being deployed, you'll want to consider breaking things up. It will help with deployment and, if one of those features become wildly popular while the other two are only somewhat popular, it will save you a ton of time with enhancement requests and bug fixes.
Related
I am starting to do a lot of sharepoint development lately, and some of the things that I have done and I dont like is to use sharepoint designer directly for things like pagelayouts, lists definitions, master pages, etc.
From my point of view I think its more organized to do everything in Visual Studio. In that way you can connect each solution to a source control database and deploy/retract/upgrade easier with scripts.
My idea is to create a vs solution like this:
1. One for list and content type defintions.
2. One for webparts.
3. One for branding
but maybe this approach has any disadvantage, what other approaches are you using?
The real answer is going to be: it depends.
I do not think there is one best way to organize a Visual Studio solution or SharePoint solution packages. In the end, you need to find what works best for your organization and go with that.
The only guidance I have seen is from the SharePoint Online documentation:
If the development team is designing a solution that requires more than 10 WSP files, the team should reconsider its architecture. It is difficult to manage and deploy so many WSP files within a single deployment window, and the solution risks rejection because of the complexity for SharePoint Online of managing it.
A large number of solution packages (WSP files) that need to be tracked and managed pose a challenge for deployment. The more solution packages in a customization, the greater the possibility that something will not be installed correctly, the longer the solution will take to deploy, and the easier it is to mix incompatible versions of solution packages. We recommend that customers scrutinize their deployment plans and keep the number of solution packages to the minimum number needed for the project. Keep in mind that a solution package can contain several features, so there is no necessity to have one solution package for each feature.
And I would agree with this. You seem to be outlining 3 Visual Studio solutions and/or SharePoint solution packages for what really are 3 Features within a single SharePoint solution package.
I tend to create one Visual Studio solution for each project. For a very large project, that single Visual Studio solution might contain several projects where each represents a SharePoint solution package.
For Farm solutions, each SharePoint solution package will contain a number of Features and files that are all related in terms of functionality or application. If two or more SharePoint solution packages share common Features, I will put those shared Features into a separate solution package.
Sandbox solutions tend to be much smaller than Farm solutions. While my Farm solutions usually represent an application, my Sandbox solutions are more focused to solve one particular issue. So my Sandbox solutions usually only contain one Feature that does not rely on other custom Features or solutions.
As I said in the beginning, I do not believe there is one hard or fast rule. It is usually determined by the preferences and style of a particular development team. Try a couple different ways in the beginning and eventually you will find what fits your team best.
I have created and deployed a MOSS Site defintion using VseWSS 1.3
I install the site definition and create a new site and everything works fine. However, when anybody goes into any site on that WebApplication (in any site collection) and goes to the feature list then all these features are in the list.
I have about 15 content types, with 15 lists based on these content types each with their own instance and ItemRecievers. As you can imagine this is a lot of features in the list. My Sharepoint administrator saw this and had a meltdown...
He wants to see a single entry like you see for the MOSS Enterprise features etc, that activates all the features for my solutions. I have seen somebody menation the term 'feature pack' - in relation to this but I don't know if that's just their terminology.
How can I do this? Can this easily be done is VseWSS or do I have to go in manually and hack the IDE generated files?
james :-)
VseWSS isn't great for producing solutions - it can pull out elements of a solution, but tends to (in my limited experience with it) set things up like they're all going to be seperate features.
The unfortunate thing is, your Admin is right. What you've got - those content types, list definitions, and list instances - are a lot of feature Elements. A single Feature can have many of those, usually in a file called 'elements.xml'. There's a good description of this at:
http://msdn.microsoft.com/en-us/library/ms460318(v=office.12).aspx
(Note, in Visual Studio 2010 parlance, these elements are 'SharePoint Items' within the visual studio project. But I digress)
I've always tended to use VseWSS to create the files that I need - my list definitions, etc. - and then copy these files into a WSPBuilder project for packaging, ready for installation. If you've not used WSPBuilder, I recommend it for SP2007 development - though it's largely superceded by Visual Studio's own tools for SP2010. It takes a little understanding, but then you'll realise that if you simply copy the files into the right places, you can easily build your solution.
(You should be deploying your solution in a WSP file. ALWAYS deploy solutions in WSP files.)
(Also, you shouldn't have to 'hack' any of the files, just rearrange them on the file system so WSPBuilder packages them correctly. See the WSPbuilder documentation.)
An easy option to do is simply modify the feature elements to hidden, and create your primary feature as a visible feature with activation dependencies. This means that once the primary feature is activated all the dependency features will be activated automagically.
http://blogs.msdn.com/b/jjameson/archive/2007/03/22/scope-dependencies-for-sharepoint-features.aspx
So, maybe I'm a bit old-school, but when we created websites in the past, we'd develop the site on a development server, then publish or promote the pages and files to the production server. This has always seemed to be a good way to go so that users didn't see messed up pages or (God forbid) a downed server because one of us screwed up.
But it doesn't seem that Microsoft had this idea in mind when they created SharePoint...at least, I haven't been able to find a way to do this in the infrastructure as it's defined.
Does anyone know if there's a management strategy for SharePoint development? I've read online that we can make a backup of the development environment and restore to the production server. That might work the first time, but any updates to the production server can't do that without risking data loss on the production server. I've seen some tools out there for migrating list contents, pages and documents from one server to another--although, admittedly, I've not yet investigated them.
But, another concern of mine is custom content types. It seems that once a list is using a content type, you can't update it without deleting the items from the list, disassociating the content type, and reassociating the content type. Shouldn't there be some way to UPGRADE a content type?
Anyway, if you have any suggestions for any of these current dilemas, I would LOVE to hear from you.
Thanks in advance,
Dan
Thank you for your quick reply.
We already have several features created for our site and a solution package bundling features directed at the fundamentals (content types, columns, etc), and another solution for features having to do with branding (page layouts, master pages, etc.)
But it seems like this is a one-time-shot...basically, it gets our server set up, right? Once people have started using the production environment, we're going to have documents, pages, list items all existing in our content database, and it'll be impossible to update things like content types, columns.
Features you have to deactivate and uninstall before you can install and activate the new feature, right? I've seen a Version property on the feature definition, but as near as I can tell, this doesn't do anything. Solutions seem like they can be upgrade by incrementing the version number, but it doesn't seem to modify things like content types and columns--especially if they're in use. Plus, I'm not sure how extensive the upgrade with solutions is.
There's precious-little documentation out there for this sort of thing. It seems like everything I'm reading is how to get your SharePoint server set up initially...not managing it long term.
Do you have any advice or suggestions?
Thank you all for your suggestions.
But we've been working on this site for over a year now. I'm pretty confident that we're already setup according to what most of you are recommending. We already have several features that install things like content types, columns, master pages, page layouts, and workflows. Most of these features are contained within solution packages. We have all of our development environments set up as VPC servers.
So, I have the initial deployment pretty much set. What I'm REALLY hoping to find out is how I can upgrade things like content types and columns and stuff down the road. Is it possible to change content types once they're in use? Because it doesn't seem, based on my initial testing, that this is possible. I'm not to worried about the assemblies because it looks like they swap out just fine, but the only way I've gotten a content type updated is by deleting any items referencing them (i.e. all the pages in my pages library), removing the content type, then re-adding it.
Do any of you know if there's a way to update a content type AFTER the initial deployment? ...when users have already created items based on the content types we've already deployed?
(The other part of my question was actually moving existing pages from the development server to production, but I can live without that. My major worry is the content types.)
The best way to go is developing with features. Once the features are done, you ca deploy them with Solution package (called WSP).
The only thing left to do is to reactivate those features. That way, you can progressively roll-out new features without having to do everything in production.
WSPBuilder is an application that helps you build WSP.
For automating all of this... good luck. There is a lot of work involved.
UPDATE:
Deploying Content Types and Columns are tricky. Once the website has been created, you can't update them anymore through features. You need to go through the code and recursively go through all the sites and modify the specific content type that match the name.
We've tried and it's not possible to do that normally with features. This need to go through something I call "deploying with code".
You really really need to define your content types using a feature because that way each content type will have a set GUID and will be stored in the database using the same name. This becomes important when running CAML queries over the site and there are a few other little gotchas when content types are created "will nilly" if you will.
I prefer STSDev for rolling out solutions using custom content types.
There are two ways to edit pages on the server. You can define the page library to have major and minor versions. This allows editors to edit the page and a defined publisher to publish them. This is good on an internal site, but is not recommended for a public facing site.
For a public facing site you will need to use Content Deployment
I cannot stress enough that before going ahead with a production release you make sure you have features for the content types.
As mentioned here, Chris O'Brian has a post saying that you should not use features unless necessary. One of his reasons is that it slows developement.
I disagree with this. Developement is slower if you are unfamiliar with features, but once a level of knowledge is reached, it is not a major factor.
Do listen to him about the backup and restore method of moving the content.
If you do that, all mess in the content types and fields and webs you may have created during developement (for me that is always quite a bit) will be moved to your production site.
Instead of having a nice clean site where everything is consistent, you will end up with little bugs and some areas of the site behaving differently to others simply because of old development cruft.
I recommend taking a look at Chris O'Briens most recent post, and his great Content Deployment Wizard: it's not all about Features!
Maxim is right in that most items should be deployed via features that are wrapped in solutions (WSP files). Your strategy should be to make sure your solutions and assemblies are broken into related bits of functionality. This is also beneficial in that features can be isolated at certain levels like sites and webs. Feature activation code, deactivation code and feature stapling should be used when updating any content updates. Content deployment can also make sense.
Once thing to remember is that if the updates are only in code then the assemblies can be updated without requiring the feature to be reactivated or the solution retracted and redeployed. All that is required is the Application Pool to be reset.
Microsoft has a couple articles on Dev environments and you can Google many others who recommend environments. We do development on virtual machines and deploy most items to an virtual integration server. Once we smoke test it we then deploy our solutions to QA so on and so forth. The benefit i sthat features and solutions are easy to retract. Once it goes out to production it should be thouroughly tested.
Developing in SharePoint has it's issues, that goes without saying, but so far I have found that the benefits outweight the problems.
Team-Based Development in Microsoft Office SharePoint Server 2007
We developed a custom solution which would update content types and fields for a Site Collection. Underneath the covers, through code, SharePoint allows us to modify the Fields as well as values in the Fields and Site/List Content types.
For moving the actual content from QA to Prod we use Echo
One of the biggest challenges that I've encountered with SharePoint is that it doesn't lend itself nicely to the typical project environment, which, at minimum, contain development and production environments. The issues I've run into the most are that content and lists are so tightly coupled that it makes it difficult to perform design changes without performing a content freeze on the production environment. For example, if I have a list with calculated columns and wanted to add some new functionality, I would have to do a content freeze on the production server, create a list template (including content) from the production server, restore that list to the development environment, make my changes, then reverse the list template process. The same holds true for pages and just about anything else in SharePoint. It seems as though once the site is deployed, it's best to work directly on the production box, but that breaks a ton of best practices, for obvious reasons.
How are some of you other SharePoint developers handling this limitation?
There are really two (more?) levels to SharePoint "development". You have the code which gets deployed to the server, such as web parts, content types, workflow actions, etc. This works relatively well in terms of deployment and best practices.
Then you have your example, which is more of a customization of site instances. What we've done when we had to customize a calculated field in the Portal's Site Directory list, is to try and tweak the changes in development. Then write up detailed instructions of the customization to be made, and have a separate person with appropriate permissions use those instructions to make the change on an integration (staging) server. Then have the same person makes the changes live on the production.
I'm not sure if your changes are susceptible to this approach, but it's worth considering.
Then we have another site which is heavily customized with SharePoint designer, and that one we work live on.
You can use Content Deployment Wizard (http://www.codeplex.com/SPDeploymentWizard) to migrate things like lists and libraries quickly. You could also take a backup/restore copy of production, then make your changes on that, and then in the early morning hours, do a content freeze (hopefully no one will care then), import all the changed data from production into your copy, and then restore the copy over production. At least the freeze could be put off and would only be necessary for the duration of the export->import->restore procedure.
In practice, I just make my production changes by hand.
Use FeatureActivation code to deploy changes to the lists' fields. After the code updates the fields then you deactivate the feature and remove it. This allows results to be tested in a QA environment before hand.
I am total beginner in SharePoint and I need some help in starting a project. I have to develop publishing site that will be delivered to the client. I would like to give client deployment experience like he would get when deploying standard ASP.NET application as much as possible. I plan to use Visual Studio 2008 with SharePoint extensions and maybe WSPBuilder or some other tools.
I also need help in structuring whole project.
Here is what I plan to do:
1. Develop minimal site definition
2. Create site from this defionition. How should I do this from code ? Use SharePoint Feature ? How should I activate it ?
3. Develop all the needed infrastructure for the site (master page, layouts, content types, ...) as SharePoint Features.
Is this correct and how should I develop all those parts so I can make a some kind install script so can client create get complete site with one click ?
Site definitions are complex no question about it, but they are very useful if you need to deploy to unrelated enviornments. If you are staying on the same server farm, maybe site definition is overkill. If you are going between domains (i.e. test & prod, then maybe they are worth looking into).
Another advantage to site definitions, esp. if delivering to a client is it feels more like a traditional deliverable. They will have a bunch of files (hopefully in source control) that are their custom site. I think that gives IT dept's a much warmer feeling than an XML file created from the SharePoint UI.
Another benefit of site definitions are you have a lot more control over the pages that make up the site. IMHO its easier to add master pages & custom CSS via site defintion that site template.
I am curious as to what are the 'moving parts' to the site you are trying to deliver? I think that answering that question will determine how to define the project's structure.
Generally, I think you are on the right track. Features and solutions are a must. I would stay away from VSeWSS, its buggy and clunky and generally terrible if you are trying to do anything complex. It tries to be so smart, that it leaves you no control.
That said, it really depends on what you are trying to do. If you are going to build a solution to deploy to the GAC with one assembly, and only building features supported by vsewss you may be fine.
If however, you want to develop, say a timer job wiring that into the VSeWSS feature framework gets tough. Also, if you need multiple assemblies in the solution. YMMV, but I had to junk it and find of a more flexible solution (hello NANT).
A lot of the work you will end up doing is building and checking, and re-checking XML configuration files. Bookmark the Feature Schema reference page on MSDN, you will be spending a lot of time going through it.
Finally, yes, if you have all of the parts packaged as features you should be able to develop a nice install script. Ultimately the script will need to call the STSADM (there are some really nice STSADM extensions here) commands necessary to create the site structure, add & deploy the solution & activate the features. You can start with a batch file, and get as complicated as you want.
Personally I don't find that creating a site definition is really that useful for the sites I have built. They can be very tricky to set up, because of their complex nature.
What I do is use the standard Publishing Site and then using features to add my additional componets (deployed via a SharePoint solution).
You can use Feature Stapling to connect up the feature to the Publishing Site creation.
I've also just done a blog post on how to programmatically modify the workflow which is created by default: http://www.aaron-powell.com/blog/february-2009/programmatically-modifying-sharepoint-workflows.aspx (that also has a link in the comments off to the Feature Stapling concept).
Then I use a combination of SharePoint Solution Installer (http://www.codeplex.com/sharepointinstaller) and batch files to install the components. SSI for all the SharePoint database level installs and batch files for the file system stuff.
Adding another answer, because I have more than 300 characters worth of stuff to say :(
RE: SharePoint solutions generator, again I would say your mileage may vary.
The biggest issue with SharePoint dev is managing all of the "magic strings" across the various configuration files. GUIDs and Fully Qualified Assembly names are the spit and glue that hold the whole thing together, and although it all makes sense its very difficult to manage.
The current crop of tool all try and alleviate the complexity of managing these things, but they require that you work in a certain way, so the tool knows how to inject the appropriate plumbing.
If you plan on doing a lot of work with SharePoint it really behooves you too learn to manage the plumbing yourself. Its painful up front, but really pays dividends.
Basically, I suggest you spend your time learning the platform and not the tools. Once you know the platform, using the tools will be much easier.
If you are doing this as a one-off engagement and just want to get it done, I'm sure you can get any of the tools you've mentioned to do the trick.
I would agree with the use of the out of the box publishing site definition, and then customizing it using Site Collection features (Master Page, Page Layouts, CSS) and site features (create lists, pages, sub sites, defining master pages of sites, etc...).
Feature stapling is great when you want to customize new sites (allow user to create new sites) of well known site templates, like customize the "My Site" look and feel. In this case I don’t think its very useful.
As a tool to help this task, I personally use STSDEV (http://www.codeplex.com/stsdev) to help in creating, programming, debugging and deploying my Sharepoint solutions.
First it creates a good project for Visual Studio (clean, or with some nice "starting point" definitions). Then it includes some “build configurations” that really helps with install, deploy and upgrade in the development machine.