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Wrapping an Existing Application with a
Team Folders Interface
Team Folders is an Outlook 2000
feature that allows you to add a switchboard to Exchange Server
public folders and make them easier to use and manage. By adding a Team
Folders interface to an existing folder-based application, you
can make it look more like a real program, not just a bunch of
folders, and put many features
right on the main page, rather than buried in Outlook’s menus.
Adding a Team Folders interface to an existing application is
surprisingly easy. No HTML skill is required. You only need to know HTML if you want to start
changing the style sheet, and even then Microsoft FrontPage can help
do most of the work.
To use the method described here, you'll need:
- Team Folders Wizard
- Permission to create new folders in Public Folders and publish
web pages
- Visual InterDev (or any text editor if you prefer to edit raw
HTML that way)
- Microsoft FrontPage (optional, if you want help with changing
the style sheet)
Folder
Hierarchy | Step by Step | Notes
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Folder Hierarchy
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Typically a Team Folders project has a parent folder and one or more
child folders holding user data, plus an Administration folder that
resides on the same level as the child folders.
If your folder application does not have this type of hierarchy,
you'll want to change the hierarchy before you proceed with the
steps to add the Team Folders interface. Make sure you have a parent
folder that contains no items, only subfolders, and that all
subfolders are on the same level beneath the parent.
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Steps
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Here is an outline of the steps I followed to convert an existing
application to a Team Folders application:
- Use the Team Folders Wizard to create a new Team Project in Public Folders. (This will be
discarded later, so you can create it anywhere in the
hierarchy.)
- Bring up the Properties dialog for the existing application’s
parent folder. On the Home Page tab, set the folder home to the new team project folder’s home
page. Check the Show home page by default for this folder
box.
- If you have a Contacts folder (the name of the folder
doesn't matter -- just the type of items it contains) in your
existing application, use the method in Step 2 to set the folder home page for
the existing Contacts folder to
the Contacts folder home page created by the Team Folder Wizard.
Repeat for the other types of folders in your existing
application, matching them with the appropriate home page
created by the Wizard.
- Copy the Administration folder from the hierarchy created
by the Team Folders Wizard to the parent folder for your
existing application.
- Compare your existing application with the folders created
in Public Folders by the Team Folder Wizard. Where your
application does not contain a corresponding folder, copy the
folder created by the Team Folders wizard to your application’s parent folder.
For example, if your existing project does not have a folder
containing task items, copy the Tasks folder. If you do not plan
to put data in
these folders, on the Properties dialog for
each folder, set the permissions
to hide the folder from the Outlook folder list. You will also need to adjust the Team
Folders HTML code as described below, to hide these folders.
- Open the default.htm page created by the Team Folders
Wizard in
Visual InterDev. Use the index at the beginning to help you find
the areas you need to change. Specifics on what I did in each
area (most of it won't make sense until you actually look at
default.htm):
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FNP |
Change the default folder names to match the folder names
in the existing application. Change the button names to match the
folder names and to rearrange the buttons. Change the strings
used to complete the “New” button for each module to match
the right type of item or form name. Change the text for the folder views. Change message
class for custom forms. Change g_FolderPathInput to make sure
it points to the right public folder, i.e. the parent folder
for the existing application, not the parent folder for the
newly created Team Project. |
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NBP |
Change the properties for the folder view buttons,
rearranging as needed to match the rearrangement of toolbar
buttons in TBB and adding the actual view names for the public
folders. |
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TBB |
Comment out unneeded buttons here and change tabcontainer
to match the correct type of folder |
- Under the SetFolderProps procedure change the number for
FolderBtn# to match the changes you made in the FNP section.
- (Optional) Modify default.htm to replace the default logo
with a company logo.
- (Optional) Open the cascading style sheet (css.css) in Microsoft
FrontPage 2000 and make any style changes. You could also edit it in Visual
InterDev or any text editor, of
course, but FrontPage gives you a color picker.
- Test default.htm and make sure that all views, forms,
buttons, etc. work satisfactorily.
- Rename the .htm files corresponding to individual child
folders (e.g., cal.htm and contact.htm). Still
with default.htm open, in the PCV section, set IsParent to
False, and FolderType to the appropriate value for the first
child folder (say Calendar). Use File | Save As to save a copy
of default.htm as the first child HTML page, e.g. cal.htm.
Repeat for each of the other child pages.
- Go to the Administration folder and perform the
customization tasks suggested there -- adding a description of
the application, goals, news, etc. and setting permissions.
- Delete the folders you created in Step 1.
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Notes
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The method described here was first presented at the Office
Deployment and Development Conference, London, May 2000. You can download
slides, white paper, sample forms and source code (980kb).
Step 5: Creating an entire project, including folders you're not planning
to use, may seem like overkill. But it's easier to build the project
and just to leave the extra folders in place than it is to delete
them. The Team Project folder home
page checks for their presence and returns an error if it
doesn't find them. Besides, you might want to add one or more of
those other folders to
your existing project eventually.
Step 11: Each home page for a child folder is just a clone of the
parent page with these two small changes. Creating the child folder
home pages this way is much easier than making the detailed
edits under Steps 6-8 in each child folder page.
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More Information
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