(Courtesy of Jorgon Johanson of Norway and only edited in a minor way)
In STS 1.0 you could customize the Home page to some degree. Without resorting to FrontPage you could for instance select which lists/libraries that showed up in the center and right column. Using FrontPage you could do a lot more.
WSS is quite a different story. Even without FrontPage you can do alot more to the look of the Home page.
My View / Shared View
First of all, it is important to notice that WSS allows each user to have his/her own Home page view. Looking at the top right hand corner of the Home page you will see either see a "Sign In" button, "Modify Shared Page" or "Modify My Page".
If it says "Modify My Page", the Home page shows your personal Home page view.
If it says "Modify Shared Page" it shows the view seen by other users that have not yet customized their view.
If the "Sign In" button is shown WSS don't know yet who you are (you are regarded as an anonymous user) and the Home page shows the shared view.
Note that you need enough privilges to be able to add/remove/view shared views (the Administrator site group has these privileges by default).
When you have signed in, the Home page defaults to the personal view. You can however change to the shared view by clicking "Modify My Page" and selecting "Shared View".
At the beginning all personal views equal the shared view. If you have made any personal changes, you can at any time revert back to the shared view by clicking "Modify My Page" and selecting "Reset Page Contents". Any personal amendments to the (own) Home page will be lost.
Web Parts
The stuff shown in the center and left column (in WSS now called the left and right zone) of a WSS Home page are Web Parts.
We can say that a Web Part is an object that is used to show/present something on Web Part pages (note that the Home page is actually a kind of Web Part page).
Often a Web Part is used to show the contents of a list or a document library. There are also Web Parts that can show other things (like an image). The Web part controls only the layout and appearance (i.e. the look) of the list/library, while the actual contents come from the list/document library.
Note that when you drag a web part onto a page (like the Home page) you are not dragging the actual Web Part, you are only creating and placing an instance of this web part. You can place multiple instances of the same Web Part on the same page. Each instance can be given its own set of properties controlling its appearance on the page.
In WSS you alter the Home page by placing Web Part instances on the page and by changing the way these instances of Web Parts present their information (by changing the instance properties).
There are in effect two main types of Web Parts. The first type is generated automatically each time a list (or document library etc.) is created. There is one such Web Part for each list in the current site. These web parts are associated with (and take their data from) this list. The other types of Web Part are more explicit and there is a special site catalog for them, the Web Part Catalog.
You can see these Web Parts at:
Site Settings
Go to Site Administration
Site Collection Catalogs: Manage Web Part catalog
Here you can upload new Web Parts. Click on any of them and you get a preview of what it does!
Adding New Web Part Instances to the Home Page
Browse to the Home page where you want to add something. If you want to add to your personal view, check that "Modify My Page" is shown in the upper tight hand corner. If you want to add to the shared view, make sure that "Modify Shared Page" is shown (change to the correct view by clicking "Modify xxxx Page" and select either "Shared View" or "Personal View").
Click on "Modify xxxx View" and select "Add Web Part" | "Browse". The Browse Web Part pane is now shown on the right side of the page. Web Parts (or Web Part instances) can be located on four different scopes:
- Web Part instances available for this Web Part Page only
- Web Parts available for this site
- Web Parts available for the whole virtual server
- Web Parts available online
"Web Parts available for this site" is selected by default. Just below you see a list of available Web Parts. You probably notice that some icons are yellow and some are grey. The yellow ones are the Web Parts automatically generated for the lists of the site (used to show the contents of these lists). The grey ones are other web parts as described above.
Lets add a Web Part instance showing the contents of the document library "Shared Documents". You can do this in two ways:
- Drag the icon for "Shared Documents" to where you want to place the Web Part instance.
- or -
- - Select "Shared Documents" from the list, set "Add to:" to either "Left" or "Right", then click the "Add" button.
The first option is somewhat similar to the way STS 1.0 works and is often quicker because you can place the new Web Part instance where you want it in one go (If you use the second alternative the Web Part is placed at the top of the selected zone and you have to move it later if you want it to be somewhere else).
When you are done you can click the "X" next to "Add Web Parts".
Deleting and Closing a Web Part Instance
If you want to remove a Web Part instance from the page you can either "Delete" it or "Close" it.
What is the difference?
Deleting
Deleting a Web Part instance from the page makes it go away for good (only the instance, not the Web Part itself).
Closing
Closing a Web Part instance on the page removes the instance from the page. However the instance is not gone. It has been moved into the "Web Part Page Library" (Web Part instances available for this Web Part Page only as described above).
When adding Web Parts to a page you can then re-add closed Web Part instances when selecting "Web Part Page Library". It is important to note that we are manipulating "instances". Each instance (even when derived from the same Web Part) can have its own set of property values controlling its apperance.
So, saving closed Web Part instances for later can save some customization work. See "Modifying Web Part Instances" below.
When you want to Delete or Close a Web Part instance you can for instance enter "Design this Page" mode by clicking "Modify xxxx Page" and selecting "Design this Page". Then click the little triangle or down-arrow (<what is this really called?>) on the right hand side of the Web Part Title Bar. Then select either "Close" or "Delete". If the Web Part Instance does not have a Title Bar (which makes it a bit difficult to reach the triangle...), click "Modify xxxx Page", select "Modify xxxx Web Parts" and select the Web Part instance you want to Close/Delete (the Title Bar will now be visable!).
Note that the "Close" option may also be available for a Web Part instance without going through "Design this Page" (but, it is possible to turn this off in the "Advanced" Web Part instance parameters).
Also, "Close" may be available as an "X" next to the little triangle.
Changing the Attributes (look etc.) of a Web Part Instance
Now that we have added a Web Part instance to the page we may want to change the way it looks. When it was first placed on the page it was given a default look.
One of the more annoying things about STS 1.0 was that you cannot change this default look without having to resort to FrontPage. For instance, the default defines which columns are shown, the order of these colums and also the sort order. In other words, when the list is placed on the page it is given a default *view*. This is also true with WSS, but now you can actually change this view without having to use FrontPage.
To change the look of the new "Shared Documents" Web Part instance click on the little triangle or down-arrow on the right hand side of the Web Part Title Bar again. Select "Modify xxxx Web Part". The Web Part instance propery sheet is then shown to the right of the page.
There are 4 main sections of properties:
- List Views
- Appearence
- Layout
- Advanced
List Views
In WSS you can actually assign one of the views allready designed for the list or document library to the Web Part instance.
So, if you don't like the default view (called <Summary View>), just make a suitable view for the list first (do this on the list or document library page just as you may be used to from STS 1.0). Then you can assign this view to the Web Part instance.
In the "Selected View" drop-down list you will be able to select the <Summary View> or any of the views available for the list or document library itself.
Note that the association between a list/library view and the Web Part instance is not dynamic. This means that if you change the assigned view in the list/library itself after having done the assignment, the view of the Web Part instance will not change (when you assign a view to a Web Part instance, the view is actually *copied* from the list view into the Web Part instance properties).
In the List Views section you can also change the Toolbar type to be used by the Web Part instance.
NOTE: You will not be allowed to change the List Views on shared Web Part instances if you are in "Modify My Page" mode! You can however change List Views on your private Web Part instances.
Appearance
Here you can change the Title of the Web Part instance (each instance can have its own Title, handy if you have multiple instances of the same Web Part on the page etc.). You can also set the height and width of the Web Part instance. The Frame State (minimized or normal) and Frame Style can also be changed.
Layout
Here you can hide the Web Part instance, set the alignment (left-to-right or right-to-left). You can also move the Web Part instance to another location by changing the Zone and Part Order.
Advanced
Here you can (among other things) disable the possibility of minimizing, closing and changing the zone for the Web Part.
When you have finished changing the Web Part instance, click "Apply" to see the effect of the changes while staying in "change" mode or click "Done" to apply the changes and get back to normal mode.
Note the minimized/maximized state of a Web Part instance can be changed by just clicking on the little triangle or down-arrow on the right hand side of the Web Part Title Bar and either selecting "Minimize" or "Restore". The state is saved and is personal/shared specific.