( 12 ) Office 2007 Features Custom List

Lab 12: Using Features to Provision Sites
Objectives
After completing this lab, you will be able to:
• Create a new Content Type as a new Feature
• Create and Provision a custom document library
• Create custom Actions to an existing list
• Apply the appropriate scope to a feature
Prerequisites
Before working on this lab, you must have:
• Labs 1 and 2 fully completed
Scenario
The objective of this lab is to gain an understanding of the new Features framework
in Windows SharePoint Services 3.0 through an overview of the concepts and a
walkthrough of several examples. The first exercise will walk you through the
creation and provisioning of a custom document type. The second exercise walks
through the elements of the custom document library related to Content Types.
Finally, in the third exercise you will walk through associating Custom Actions to an
existing Announcements list. These functionalities illustrated in this lab were either
very difficult to do with custom lists or not possible at all in previous SharePoint
version.
Estimated time to complete this lab: 75 minutes
Exercise 1
Review the different elements that compose the HOLContentType
Feature
In this exercise you will learn about different components of the custom HOLContentType
feature. This feature creates a new Content Type called “HOL Document” based on the
out-of-the-box “Document” Content Type and is categorized in a new “Content Type
Group” called “HOL Content Type”.
1. Login as the Administrator
2. Open “C:HOLFeaturesHOLContentType” directory using Windows Explorer
and browse the files included in this feature.

3. Open the “feature.xml” file and notice that the “feature” has a unique id and it has
been scoped to a “Site”. The “Site” scope actually refers to the “Site Collection” of your
installation. A “Web’ is a single site of that Site Collection! Another important section to
notice is the “ElementManifests” element. It points to another file. The HOLLibrary.xml
file. The “feature.xml” file content of the HOLContentType feature is listed below.
Note: A “content type” feature element needs to have a scope of “Site”.
<?xml version="1.0" encoding="utf-8" ?>


< Feature Id="983BCDE5-77A3-4aae-9F16-CD94BE238EF4"
Title="HOL Libraries"
Description="This feature provides support for a new
Content Type called HOL Document."
Version="1.0.0.0"
Scope="Site"
xmlns="http://schemas.microsoft.com/sharepoint/">
<ElementManifests>
<ElementManifest
Location="HOLDocContentTypeHOLContentType.xml" />
</ElementManifests>
</Feature>
Exercise 2
Package and Review a Content Type Feature
Content Type instances are based on an existing content type template. A content
type template can also be based on another content type template, retaining
references to them that define that parent-child relationship. Because of this, you
can create an entire Content Type hierarchy, where general Content Types serve as
the parent of more specific Content Types. In fact, Windows SharePoint Services
3.0 and Microsoft Office SharePoint Server 2007 (MOSS 2007) installs with such a
template hierarchy already included. Windows SharePoint Services 3.0 also
contains mechanisms for you to manage your Content Type groups and hierarchies,
and enables you (if so desired) to propagate changes made to the parent to the child
templates and instances as well.
Note: For more detailed information on Content Types, please see the dedicated lab on
this topic – Lab 7.
In this exercise we will walkthrough the Content Type elements of the HOL Document
Content Type feature covered in Exercise 1.
1. Browse the “C:HOLFeaturesHOLContentTypeHOLdocContentType”
directory and open the “HOLContentType.xml” file included in this feature.
The “HOLContentType.xml” file content is listed below:

Lab 12: Using Features to Provision Sites 3

<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
<ContentType ID="0x0101003D4F44E24FEF44BB93A8230B0E555023"
Name="HOL Document"
Group="HOL Content Types"
Description="This is a document created at HOL."
Version="0">
<FieldRefs>
</FieldRefs>
</ContentType>
</Elements>
Exercise 3
Install the HOLContentType Feature
In this exercise you will install the HOLContentType feature.
1. Login as the Administrator
2. Open an “Office 12 Command Prompt” by double-clicking the shortcut found on
the desktop.
3. Navigate to the Feature directory by issuing the following command “cd
HOLFeatures”.
4. Copy the feature to the server’s feature folder with the following command: “xcopy
HOLContentType "C:Program FilesCommon FilesMicrosoft Sharedweb
server extensions12TEMPLATEFEATURESHOLContentType" /s /y”
5. Install the feature to the server with the following command: “stsadm -o
installfeature -filename HOLContentTypefeature.xml”
6. Activate the feature for the Feature team site with the following command: “stsadm
-o activatefeature -filename HOLContentTypefeature.xml -url
http://hol.litwareinc.com”
Note: Due to the fact that “Content Types” have “Site” as scope, the top level site URL
is entered.
7. The “HOLContentType” Feature has been successfully installed. To verify this
installation, verify that the “HOL Content Types” group exist and list the “HOL
Document” Content Type by launching IE, clicking “Home”, “Site Actions”, “Site
Settings”, “Modify All Site Settings”, “Site Content Types” under the Galleries
section.

Exercise 4
Review the different elements that compose the HOLLibrary Feature
In this exercise you will learn about different components of the HOLLibrary feature. The
HOLLibrary feature will be the next feature you will install and it will be installed on a new
site you will create.
∑ Create the HOL Feature site first
1. As an Administrator, create a Team Site called “HOL Feature” located under the
sitedirectory site. To do this, launch IE, click “Sites” in the top navigation, click
“Create Site”, enter “HOL Feature” in the Title and “HOLFeature” in the URL
name, and then select the “Team Site” template.
2. Click “Create”.
3. Open the “C:HOLFeaturesHOLLibrary” directory with Windows Explorer and
browse the files included in this feature.
4. Open the “feature.xml” file and notice that the “feature” has a unique id and it has
been scoped to a “web”. Another important section to notice is the
“ElementManifests” element. It points to another file. The HOLLibrary.xml file.
The “feature.xml” file content is listed below:

<Feature Id="35D10E49-31A2-4353-BD26-E44471968F03"
Title="HOL Libraries"
Description="This feature provides support for HOL libraries."
Version="1.0.0.0"
Scope="Web"
<ElementManifests>
<ElementManifest Location="ListTemplatesHOLLibrary.xml" />
</ElementManifests>
</Feature>
5. Open and examine the HOLLibrary.xml file. Its content is listed below:
♦ Notice that the ListTemplate name attribute is hollib which corresponds to the
HOLLib subdirectory and the files in it. Also, notice that we have provisioned an
instance of our library via the ListInstance tag at the Url HOLDocs.

<ListTemplate
Name="hollib"
Type="1500"

BaseType="1"
OnQuickLaunch="TRUE"
SecurityBits="11"
DisplayName="HOL Library"
Description="This library contains docs created at HOL."
Image="/_layouts/images/itdl.gif"
DocumentTemplate="101"/>
<ListInstance
Id="HOLLibrary"
Title="HOL Library"
Description="HOL Library"
TemplateType="1500"
Url="HOLDocs"/>
</Elements>
6. Open the “C:HOLFeaturesHOLLibraryHOLLibschema.xml” file. The
“schema.xml” file content is listed below:
♦ Notice the ContentTypes section. Content types provide a means to manage
the metadata and behavior of SharePoint list items, making it possible to store
different types of content within the same library or list.
<?xml version="1.0" encoding="utf-8"?>

<List xmlns:ows="Microsoft SharePoint"
Name="HOLLibrary"
Title="HOL Library"
Direction="LTR"
Url="Shared HOL Documents"
BaseType="1"
EnableContentTypes="TRUE">
<MetaData>
<ContentTypes>
<ContentTypeRef ID="0x0101">
<Folder TargetName="Forms/Document" />
</ContentTypeRef>
<ContentTypeRef
ID="0x0101003D4F44E24FEF44BB93A8230B0E555023" />
<ContentTypeRef ID="0x0120" />
</ContentTypes>
<Fields>
<Field ID="{fa564e0f-0c70-4ab9-b863-0177e6ddd247}"
Type="Text" Name="Title" ShowInNewForm="FALSE"
ShowInFileDlg="FALSE" DisplayName="Title" Sealed="TRUE"
SourceID="http://schemas.microsoft.com/sharepoint/v3"
StaticName="Title">
</Field>
</Fields>
... Omitted for brevity ...
</List>
• Notice ContentTypeRef ID="0x0101" that maps to the standard document
content type associated with Document Libraries. The Content Type inheritance

hierarchy is actually defined in the ID field. As such, this Content Type inherits
from ContentTypeRef ID="0x01" the base Item content type which inherits from
ContentTypeRef ID="0x" the System base content type.
• This file also contains the Folder Content Type definition found at
ContentTypeRef ID="0x0120".
7. To best understand how the ID attribute maps to the specific Content Type,
open the “ctypeswss.xml” file located at “C:Program FilesCommon
FilesMicrosoft Sharedweb server
extensions12TEMPLATEFEATURESctypesctypeswss.xml”. The
contents related to content types are shown below.

<ContentType ID="0x"
Name="$Resources:System"
Group="_Hidden"
Sealed="TRUE"
Version="0">
<FieldRefs>
<FieldRef ID="{c042a256-787d-4a6f-8a8a-cf6ab767f12d}"
Name="ContentType"/>
</FieldRefs>
</ContentType>
<ContentType ID="0x01"
Name="$Resources:Item"
Group="$Resources:List_Content_Types"
Description="$Resources:ItemCTDesc"
Version="0">
<FieldRefs>
<FieldRef ID="{fa564e0f-0c70-4ab9-b863-0177e6ddd247}"
Name="Title" Required="TRUE" ShowInNewForm="TRUE" ShowInEditForm="TRUE"/>

</FieldRefs>
<XmlDocuments>
<XmlDocument
NamespaceURI="http://schemas.microsoft.com/sharepoint/v3/contenttype/forms">
<FormTemplates
xmlns="http://schemas.microsoft.com/sharepoint/v3/contenttype/forms">
<Display>ListForm</Display>
<Edit>ListForm</Edit>
<New>ListForm</New>
</FormTemplates>
</XmlDocument>
</XmlDocuments>
</ContentType>
Name="$Resources:Document"
Group="$Resources:Document_Content_Types"
Description="$Resources:DocumentCTDesc"
V2ListTemplateName="doclib"
Version="0">
<FieldRefs>

<RemoveFieldRef ID="{67df98f4-9dec-48ff-a553-29bece9c5bf4}"
Name="Attachments" /> 
<RemoveFieldRef ID="{f1e020bc-ba26-443f-bf2f-b68715017bbc}"
Name="WorkflowVersion" /> 
<RemoveFieldRef ID="{bc91a437-52e7-49e1-8c4e-4698904b2b6d}"
Name="LinkTitleNoMenu" /> 
<RemoveFieldRef ID="{82642ec8-ef9b-478f-acf9-31f7d45fbc31}"
Name="LinkTitle" /> 
<RemoveFieldRef ID="{ae069f25-3ac2-4256-b9c3-15dbc15da0e0}"
Name="GUID" /> 
<RemoveFieldRef ID="{de8beacf-5505-47cd-80a6-aa44e7ffe2f4}"
Name="WorkflowInstanceID" /> 
<FieldRef ID="{5f47e085-2150-41dc-b661-442f3027f552}"
Name="SelectFilename" /> 
<FieldRef ID="{8553196d-ec8d-4564-9861-3dbe931050c8}"
Name="FileLeafRef" Required="TRUE"/> 
<FieldRef ID="{8c06beca-0777-48f7-91c7-6da68bc07b69}"
Name="Created" Hidden="TRUE" /> 
Name="Title" Required="FALSE" ShowInNewForm="FALSE" ShowInEditForm="TRUE"/>


<FieldRef ID="{28cf69c5-fa48-462a-b5cd-27b6f9d2bd5f}"
Name="Modified" Hidden="TRUE" /> 

<FieldRef ID="{28cf69c5-fa48-462a-b5cd-27b6f9d2bd5f}" Name="Modified"
Hidden="TRUE" /> 

<FieldRef ID="{822c78e3-1ea9-4943-b449-57863ad33ca9}"
Name="Modified_x0020_By" Hidden="FALSE"/> 
<FieldRef ID="{4dd7e525-8d6b-4cb4-9d3e-44ee25f973eb}"
Name="Created_x0020_By" Hidden="FALSE" /> 
</FieldRefs>
<XmlDocuments>
<XmlDocument
NamespaceURI="http://schemas.microsoft.com/sharepoint/v3/contenttype/forms">
<FormTemplates
xmlns="http://schemas.microsoft.com/sharepoint/v3/contenttype/forms">
<Display>DocumentLibraryForm</Display>
<Edit>DocumentLibraryForm</Edit>
<New>DocumentLibraryForm</New>
</FormTemplates>
</XmlDocument>
</XmlDocuments>
</ContentType>
Name="$Resources:Folder"
Group="$Resources:Folder_Content_Types"
Description="$Resources:FolderCTDesc"
Sealed="TRUE"
Version="0">
<FieldRefs>

Name="Title" Required="FALSE" Hidden="TRUE"/> 
<FieldRef ID="{8553196d-ec8d-4564-9861-3dbe931050c8}"
Name="FileLeafRef" Hidden="FALSE"/> 
</FieldRefs>
</ContentType>
</Elements>
Exercise 5
Check the state of the HOL Feature site prior to installing the new Library
Feature
In this exercise you will check the current state of the HOL Feature sire you created in
exercise 4. You will notice that their will be only one Document Library (Shared
Documents) currently available.
1. Launch IE and navigate to the HOL Feature site located at
“http://hol.litwareinc.com/sitedirectory/HOL Feature”.
2. Click on “View All Site Content” located on the top left navigation element and
notice the site has only one Shared Documents library under the Document
Libraries section.
3. Keep your web browser on this page.
Exercise 6
Install the HOLLibrary feature
In this exercise you will create and install a new feature (HOLLibrary) which will create the
HOL Library document library. This library is a simple reuse of the standard Document
Library (via copy-paste-rename) installed with Windows SharePoint Services 3.0. Using the
functionality of Features, we will create an instance of a Document Library and a Content
Type of “HOL Document” which will then be included in the root of the site on which we
activate our feature on.
∑ Install the feature
1. Open an “Office 12 Command Prompt”, if not already opened, by double-clicking
the shortcut found on the desktop.

HOLFeatures” if not already there.
3. Copy the HOLLibrary feature to the server with the following command: “xcopy
HOLLibrary "C:Program FilesCommon FilesMicrosoft Sharedweb server
extensions12TEMPLATEFEATURESHOLLibrary" /s /y”
installfeature -filename HOLLibraryfeature.xml”
-o activatefeature -filename HOLLibraryfeature.xml -url
http://hol.litwareinc.com/SiteDirectory/HOLFeature”
6. The HOL Library Feature has been successfully installed. To verify this, refresh the
All Content page of the “HOL Feature” site. Click on the “HOL Library”
document library and then click the down arrow beside New. You should have a
new document type called “HOL Document”.
Exercise 7
Review the different elements that compose the HOLSimpleFormToolBar
Feature
In this exercise we will review a feature that installs “Custom Actions” for the standard
Announcements list that navigates to a custom web part page also installed by this feature.
∑ Review the Feature
1. Open “C:HOLFeaturesHOLSimpleFormToolbar” directory and review the
files included in this feature.
2. Open “C:HOLFeaturesHOLSimpleFormToolbarfeature.xml”. The
“feature.xml” file content is listed below:
3. Notice the ElementManifest that points to the next important files for parsing
elements.xml and ElementFile. The ElementFile points to our custom web part page
sampleurl.aspx.

<Feature Id="72A67618-42FA-4dbb-A6F8-566EF1393F18"
Title="New Simple Form ToolBar Button"
Scope="Web"
<ElementManifests>
<ElementManifest Location="elements.xml" />

<ElementFile Location="sampleurl.aspx" />
</ElementManifests>
</Feature>
4. Open “C:HOLFeaturesHOLSimpleFormToolbarelements.xml”. The contents
are shown below.
Notice the CustomAction tags that create two toolbar buttons and an admin page link
that point to our custom page sampleurl.aspx. Additionally, notice that the Module
section is used to provision our custom web part page at the root of the site.

<CustomAction Title="Simple (Display)"
Id="Simple Toolbar (Display)"
Sequence="100"
RegistrationType="List"
RegistrationId="104"
Location="DisplayFormToolbar">
<UrlAction Url="sampleurl.aspx?id={ItemId}" />
</CustomAction>
<CustomAction Title="Simple (Edit)"
Id="Simple Toolbar (Edit)"
Sequence="110"
RegistrationType="List"
RegistrationId="104"
Location="EditFormToolbar">
<UrlAction Url="sampleurl.aspx" />
</CustomAction>
<CustomAction Title="Simple Page"
Id="Simple Settings Page"
Sequence="50"
GroupId="SiteAdministration"
Location="Microsoft.SharePoint.SiteSettings"
Rights="ManageLists">
<UrlAction Url="sampleurl.aspx" />
</CustomAction>
<Module Name="SamplePage" Url="" Path="">
<File Url="sampleurl.aspx" />
</Module>
</Elements>
5. Open “C:HOLFeaturesHOLSimpleFormToolbarsampleurl.aspx”. The
“samplerurl.aspx” file content is listed below:

Notice that the <script> block which simply renders our Announcements list in a list
box. Additionally, notice the asp:Content tags that are used to layout our page utilizing
the ASP.NET 2.0 Master Pages functionality.
<%@ Page language="C#" MasterPageFile="~masterurl/default.master"
Inherits="Microsoft.SharePoint.WebPartPages.WebPartPage,Microsoft.SharePoint,Versi
on=12.0.0.0,Culture=neutral,PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="SharePoint" Namespace="Microsoft.SharePoint.WebControls"
Assembly="Microsoft.SharePoint, Version=12.0.0.0, Culture=neutral,
PublicKeyToken=71e9bce111e9429c" %>
<%@ Register Tagprefix="Utilities" Namespace="Microsoft.SharePoint.Utilities"
Assembly="Microsoft.SharePoint, Version=12.0.0.0, Culture=neutral,
PublicKeyToken=71e9bce111e9429c" %>
<%@ Import Namespace="Microsoft.SharePoint" %>
<asp:Content ContentPlaceHolderId="PlaceHolderPageTitle"
runat="server"></asp:Content>
<asp:Content ContentPlaceHolderId="PlaceHolderAdditionalPageHead"
<asp:Content ContentPlaceHolderId="PlaceHolderPageImage"
<asp:Content ContentPlaceHolderId="PlaceHolderPageTitleInTitleArea"
runat="server">
Announcements List via Code
</asp:Content>
<asp:Content ContentPlaceHolderId="PlaceHolderPageDescription"
<asp:Content ContentPlaceHolderId="PlaceHolderMain" runat="server">
<asp:ListBox ID="AnnouncementsList" runat="server" />
<script language="C#" runat=server>
protected override void OnLoad(EventArgs e)
{
if (!this.IsPostBack)
{
// Get the announcements list
SPWeb web = SPContext.GetContext(this.Context).Web;
SPList list =
web.GetListFromUrl("Lists/Announcements/AllItems.aspx");
// populate the list box with values from it
SPDataSource dataSource = new SPDataSource();
dataSource.List = list;
this.AnnouncementsList.DataSource = dataSource;
this.AnnouncementsList.DataTextField = "Title";
this.AnnouncementsList.DataValueField = "Title";
this.AnnouncementsList.DataBind();
}
base.OnLoad(e);
}
</script>
</asp:Content>

Exercise 8
Install the HOLSimpleFormToolBar feature
In this exercise you will install the HOLSimpleFormToolBar feature. This feature adds a
button at three different locations a) on the announcement itself b) the “Announcement” list
and c) in the “Site Administration” section.
∑ Install the HOLSimpleFormToolBar feature
HOLFeatures”
3. Copy the HOLLibrary feature to the server with the following command: “xcopy
HOLSimpleFormToolBar "C:Program FilesCommon FilesMicrosoft
Sharedweb server
extensions12TEMPLATEFEATURESHOLSimpleFormToolBar" /s /y”
installfeature -filename HOLSimpleFormToolBarfeature.xml”
-o activatefeature -filename HOLSimpleFormToolBarfeature.xml -url
http://hol.litwareinc.com/siteDirectory/HOLFeature”
6. The HOLSimpleFormToolBar Feature has been successfully installed. To verify this
installation, Open IE and navigate to the “HOL Feature” site at
“http://hol.litwareinc.com/sitedirectory/HOLFeature” and click the “Get Started
with Windows SharePoint Services!” link under Announcements
7. Note the Simple (Display) button on the toolbar. Click the “Simple(Display)” link
Notice that you are taken to the sample page included in your HOLSimpleFormToolBar
feature. This page displays all the announcements in the site in a multi-select form field.

8. Return to the “HOL Feature” site home page.
9. Click on the “Annoucements” link
10. Mouse over the accouncement and click the down arrow and select “Edit Item”
from the “Get Started with Windows SharePoint Services!” action menu.
11. Notice the Simple (Edit) button on the toolbar. Click that link.
Note that you are again taken to the same sample page included in our feature.

13. Go to the site settings page by clicking on “Site Settings” from the “Site Actions”
menu.
14. Notice the “Simple Page” link in the “Site Administration” section. Click that link
15. You are again taken to the same sample page included in our feature.

You have now installed and tested three powerful customizations addressing specific
needs of site Administrators and content contributors.
Exercise 9
Deactivate a Feature
In this exercise you will deactivate (remove) the toolbar buttons and Site Administration
option.
∑ Deactivate feature
HOLFeatures”
You do not need to uninstall the feature for it to no longer be avaialble to the site. The
deactivatefeature command remove all components of the feature. Issue the following
command and check if the buttons and option under the Site Administration are still
available. They should not be!
3. Deactivate the feature for the HOLFeature team site with the following command:
“stsadm -o deactivatefeature -filename HOLSimpleFormToolBarfeature.xml
-url http://hol.litwareinc.com/siteDirectory/HOLFeature”
4. Verify that all buttons are no longer available and that the Site Administration
“Simple Page” was removed.
Lab Completed!

( 12 ) Office 2007 Features Custom List

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( 12 ) Office 2007 Features Custom List