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Chapter 4: Customizing Enterprise Portal Pages CHAPTER 4: CUSTOMIZING ENTERPRISE PORTAL PAGES Objectives The objectives are: ã Create and apply new SharePoint themes. ã Edit and create SharePoint pages. ã Explain the different Enterprise Portal web parts. Introduction The Enterprise Portal uses SharePoint pages to display information from Microsoft Dynamics® AX. The appearance and content on each page can be easily customized from inside the Enterprise Portal. Microsoft Official Training
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  Chapter 4: Customizing Enterprise Portal Pages 4-1 CHAPTER 4: CUSTOMIZING ENTERPRISE PORTAL PAGES Objectives The objectives are: ã   Create and apply new SharePoint themes. ã   Edit and create SharePoint pages. ã   Explain the different Enterprise Portal web parts. Introduction The Enterprise Portal uses SharePoint pages to display information from Microsoft Dynamics ®  AX. The appearance and content on each page can be easily customized from inside the Enterprise Portal.  Enterprise Portal Development in Microsoft Dynamics ®  AX 2012 4-2 Customizing Enterprise Portal Appearance The appearance of most items in the Enterprise Portal can be customized by creating and applying new themes to the SharePoint installation. Procedure: Applying a Theme to SharePoint Themes in SharePoint control the fonts and color schemes used on the site's  pages. In the Enterprise Portal, open the home page for the module site to apply the theme by clicking the module in the top navigation bar, and follow these steps: 1.   On the Site Actions  menu, click Site Settings . 2.   In the Look and Feel  group, click Site theme . 3.   Select the theme to apply and then click Apply .  NOTE  : Themes will be applied only to one site at a time. SharePoint themes are stored in .thmx files. There are several tools available to create and edit these files. Procedure: Creating a New SharePoint Theme To create new themes by using Microsoft Word ®  2010, follow these steps. 1.   Open Microsoft Word 2010. 2.   Click the Page Layout  tab. 3.   In the Themes  group on the ribbon, click the Colors  button to display the Colors  menu. Click Create New Theme Colors . 4.   On the Create New Theme Colors  window, select the colors for the new theme. Enter a name for the color scheme and then click Save . 5.   In the Themes  group on the ribbon, click the Fonts  button to display the Fonts  menu. Click Create New Theme Fonts . 6.   On the Create New Theme Fonts  window, select the fonts for the new theme. Enter a name for the font scheme and then click Save . 7.   In the Themes  group on the ribbon, click the Themes  button to display the Themes  menu, and then click Save Current Theme . 8.   On the Save Current Theme  window, select a path and enter a name for the theme file, and then click Save . Procedure: Importing the Theme into SharePoint After a theme file is created, follow these steps to import the theme into SharePoint. 1.   In Enterprise Portal, click Home  in the top navigation bar. 2.   On the Site Actions  menu, click Site Settings .  Chapter 4: Customizing Enterprise Portal Pages 4-3 3.   In the Galleries  group, click Themes . 4.   On the Theme Gallery  page, click the Documents  tab on the ribbon. In the New  group, click Upload Document . 5.   On the Theme Gallery - Upload Document  dialog box, click the Browse  button. Select the thmx theme file previously created and then click Open . 6.   Click OK  . 7.   On the Theme Gallery  dialog box, provide a name and description for the theme. Click Save . To apply the new theme to an Enterprise Portal site, follow the steps provided in the procedure “Applying a Theme to SharePoint” topic in section “Customizing Enterprise Portal Appearance” in this chapter. Customizing Pages SharePoint pages contain web parts that give users access to data and functionality in the Microsoft Dynamics AX application. Web parts can easily be added and removed from a page, and the web part properties allow a developer to set the behavior of the web parts. Every page on SharePoint contains a ribbon that contains a Page  tab. The Page  tab contains several buttons that are used to edit the page properties, alerts and other features of the page. The Edit Page  button will reload the page and enter the editor mode of SharePoint. This mode is used by developers to add, remove and rearrange web parts on the page. Procedure: Editing Pages To add a web part to a page follow these steps. 1.   Click the Edit Page  button on the Page  tab of the page. 2.   Click one of the Add a Web Part  links on the page to add a web  part in that section of the page. 3.   Under the ribbon, click a category in the Categories  group. The Web Parts  node will refresh to show the web parts in the selected category. Click the web part you want to add to the page. 4.   On the right side, under About the Web Part , click the Add  button to add the selected web part to the page. Web parts can be moved by dragging the web part to a different location on the  page when the page is in edit mode. Click to the right side of the title and keep the mouse button pressed. 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