Customization of Windows SharePoint Site

Category: Software

Customizing Windows SharePoint Site

  • Step 1: Make logo image file available to site.
  • Step 2: Add logo to site.
  • Step 3: Create users and add to site groups.
  • Step 4: Create lists.
  • Step 5: Create document libraries.
  • Step 6: Add/edit Web parts on homepage.



Step 1: Make logo image file available to site.

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An image file near 150 x 110 pixels is recommended.

  • From the Start button, choose Administrative Tools and then IIS Manager.
  • Expand your SharePoint Web application to _layouts\images\.
  • Right-click on the Images directory and choose Open.
  • Save the logo image file to that location.
  • Right-click on the image file and choose Properties.
  • Click on the Security tab.
  • Verify that the file is inheriting permissions to allow Authenticated Users Read and Read & Execute permissions.
  • Close Windows Explorer and IIS Manager.

Step 2: Add logo to site.

Depending on the size of the logo or preference you can either add the logo using the image Web part or you can add it to the site banner in the upper left-hand corner of the site. Choose either option and follow the instructions below:

Site image Web part option:

  • Open the Windows SharePoint site as a Site Administrator.
  • From Site Actions, choose Edit page.
  • On the Site Image Web Part toolbar, click the Edit drop-down and choose Modify Shared Web Part.
  • Edit the Image Link path for the name of the client’s logo file.
  • Click Test Link to verify the path is correct.
  • Click OK.
  • Click Exit Edit Mode.


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Site logo option:

  • Open the Windows SharePoint site as a Site Administrator.
  • From Site Actions, choose Site Settings.
  • In the Look and Feel section, choose Title, Description and Icon.
  • Enter the path to the image file: “ /_layouts/images/logo.gif”
  • Click the test link to verify.
  • Click OK.

Step 3: Create users and add to site groups.

  • From the Site Actions menu, click Site Settings.
  • In the Users and Permissions section, click People and Groups. Windows SharePoint Services 3.0 includes three default Site Groups to help make designating user permissions easier.
    • Site Members—Users in this group have the Contribute permission.
    • Site Owners—Users in this group have the Full Control permission.
    • Site Visitors—Users in this group have the Read permission.
  • On the Quick Launch bar, choose the Group you would like to place users into.
  • From the new drop-down menu, choose Add user.
  • You can type in the user’s full name, user account, or e-mail address to find the user in Active Directory®.
  • Choose the Site Group you want to place them in.
  • Choose whether to send an e-mail notification, then click OK.

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Step 4: Create lists.

  • From your Windows SharePoint site, click on Site Actions.
  • Choose Create.
  • From the list, choose the type of list you would like to create.

Step 5: Create document libraries.

  • From the Site Actions menu, click Create.
  • On the Create page, click on the new item you want to create.
  • In the Name box, type a name for the new List, Library, discussion board, survey, page, or site.
  • In the Description box, type a description (optional).
  • In the Navigation section, click Yes if you want a link to this list to appear on the Quick Launch bar.
  • If you are creating a Document Library, you will have the Document Versions section. Click Yes if you want a backup copy of a file to be created each time a file is checked into the library.
  • In the Document Template section, specify the type of file used as a template for new files in this document library.

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Click Create.

Step 6: Add/edit Web parts on homepage.

  • Click the arrow for the Web Part you want to modify, and then click Modify Shared Web Part.
  • You will now see the page in editing mode, which displays the Zones on the page that can accommodate Web Parts.
  • Find the Zone where you wish to add a Web part, then click Add a Web Part on the top of the Zone
  • A list of available Web Parts will appear. The Lists and Libraries will only display Lists and Libraries for this site, not for any sub-sites or other top-level sites.
  • Select the box next to the Web Part you would like to add, then click Add down below. (If you do not see the Web Part you are seeking, click Advanced Web Part Gallery and Options at the bottom).
  • Your Web Part should now be added to the Zone.
  • To reposition the Web Part, click and hold the button down on the Title bar of the Web Part then drag it to the desired position. The position indicator bar will help you determine where the Web Part will go when you release the mouse button.

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  • After you have added the Web Part, you can modify its settings by clicking edit and selecting Modify Shared Web Part.
  • The Web Part property settings page will appear so you can alter its appearance.

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  • Once you are done making modifications, click OK.
  • To exit editing mode, click X by “Exit Edit Mode.”

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