Branding Methods by Scope and Scenario

The methods matrices referred to in Part 1a appear below. Refer to that post for context, or you won’t find this very useful...

Scope: Farm

 

Single Site Definition Site Page

Single Site Definition System Page

All Site Pages

All System Pages

Single SIMPLE LAYOUTS Page

Single non-SIMPLE LAYOUTS Page

All SIMPLE LAYOUTS Page

All non-SIMPLE LAYOUTS Pages

All LAYOUTS Pages

Non-structural look & feel

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

Theme/Site Properties Feature Stapling (Farm Scope) AND Custom Theme Install (optional)

 

Staple to all applicable SiteDefs

Theme/Site Properties Feature Stapling (Farm Scope) AND Custom Theme Install (optional)

 

Staple to all applicable SiteDefs

Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install AND MasterPage-specific HttpModule redirect

 

Install HttpModule on all WebApps

Theme/Site Properties Feature Stapling (Farm Scope) AND Custom Theme Install (optional)

Custom Master Page Install AND MasterPage-specific HttpModule redirect AND Theme Feature Stapling AND Custom Theme Install (optional)

 

Install HttpModule on all WebApps

Inherited Layout

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

Custom Site Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

Custom System Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

Custom Master Page Install with Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install with Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install with MasterPage-specific HttpModule redirect

 

Install HttpModule on all WebApps

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Inherited Embedded Functionality (add/remove OOTB)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

Custom Site Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

Custom System Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

Custom Master Page Install with Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install with Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

Custom Master Page Install with MasterPage-specific HttpModule redirect

 

Install HttpModule on all WebApps

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Inherited Embedded Functionality (change OOTB)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

OOTB Component Copy Install with Custom Site Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

OOTB Component Copy Install with Custom System Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

OOTB Component Copy Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

OOTB Component Copy Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

OOTB Component Copy Install AND Custom Master Page Install AND MasterPage-specific HttpModule redirect

 

Install HttpModule on all WebApps

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Inherited Embedded Functionality (add new)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

New Component Install with Custom Site Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

New Component Install with Custom System Master Page Feature Stapling (Farm Scope)

 

Staple to all applicable SiteDefs

New Component Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

New Component Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

 

Install HttpModule on all WebApps

New Component Install AND Custom Master Page Install AND MasterPage-specific HttpModule redirect

 

Install HttpModule on all WebApps

New Component Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

New Component Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

 

Install HttpModule on all WebApps

Explicit Layout

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

n/a

n/a

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add/remove OOTB)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

n/a

n/a

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (change OOTB)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

n/a

n/a

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add new)

OOTB Site Definition Copy with custom page

OOTB Site/List Definition Copy with custom page

n/a

n/a

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 1

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Default Page Content

Feature with Page Manipulation Web Part AND Custom Master Page (Farm Scope) with Feature Stapling

 

OR

 

OOTB Site Definition Copy with custom page

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

 

Scope: Single Web Application

 

Single Site Definition Site Page

Single Site Definition System Page

All Site Pages

All System Pages

Single SIMPLE LAYOUTS Page

Single non-SIMPLE LAYOUTS Page

All SIMPLE LAYOUTS Page

All non-SIMPLE LAYOUTS Pages

All LAYOUTS Pages

Non-structural look & feel

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

Theme/Site Properties Feature Stapling (WebApp Scope) AND Custom Theme Install (optional)

 

Staple to all applicable SiteDefs

Theme/Site Properties Feature Stapling (WebApp Scope) AND Custom Theme Install (optional)

 

Staple to all applicable SiteDefs

Custom Master Page Install AND Page-filtered HttpModule redirect

Custom Master Page Install AND Page-filtered HttpModule redirect

Custom Master Page Install AND MasterPage-specific HttpModule redirect

Theme/Site Properties Feature Stapling (WebApp Scope) AND Custom Theme Install (optional)

Custom Master Page Install AND MasterPage-specific HttpModule redirect AND Theme Feature Stapling AND Custom Theme Install (optional)

Inherited Layout

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

Custom Site Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

Custom System Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

Custom Master Page Install with Page-filtered HttpModule redirect

Custom Master Page Install with Page-filtered HttpModule redirect

Custom Master Page Install with MasterPage-specific HttpModule redirect

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (add/remove OOTB)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

Custom Site Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

Custom System Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

Custom Master Page Install with Page-filtered HttpModule redirect

Custom Master Page Install with Page-filtered HttpModule redirect

Custom Master Page Install with MasterPage-specific HttpModule redirect

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

Multiple Custom Master Page Installs with MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (change OOTB)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

OOTB Component Copy Install with Custom Site Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

OOTB Component Copy Install with Custom System Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

OOTB Component Copy Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

OOTB Component Copy Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

OOTB Component Copy Install AND Custom Master Page Install AND MasterPage-specific HttpModule redirect

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (add new)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

New Component Install with Custom Site Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

New Component Install with Custom System Master Page Feature Stapling (WebApp Scope)

 

Staple to all applicable SiteDefs

New Component Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

New Component Install AND Custom Master Page Install AND Page-filtered HttpModule redirect

New Component Install AND Custom Master Page Install AND MasterPage-specific HttpModule redirect

New Component Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

New Component Install AND Multiple Custom Master Page Installs AND MasterPage-specific HttpModule redirects

Explicit Layout

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

n/a

n/a

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add/remove OOTB)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

n/a

n/a

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (change OOTB)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

n/a

n/a

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add new)

Custom Page Feature Install with Feature Stapling

Custom Page Feature Install with Feature Stapling

n/a

n/a

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

KB944105 Method 2

 

OR

 

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Default Page Content

Feature with Page Manipulation Web Part AND Custom Master Page (Farm Scope) with Feature Stapling

 

OR

 

Custom Page Feature Install with Feature Stapling

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a

 

Scope: Site/Site Collection

 

Single Site Page

Single System Page

All Site Pages

All System Pages

Single SIMPLE LAYOUTS Page

Single non-SIMPLE LAYOUTS Page

All SIMPLE LAYOUTS Page

All non-SIMPLE LAYOUTS Pages

All LAYOUTS Pages

Non-structural look & feel

Page Settings, Customize Page via SP Designer

Customize Page via SP Designer

Site Settings, Site Theme, Stylesheet

Site Settings, Site Theme, Stylesheet

Custom Master Page Install AND Path -Specific HttpModule redirect

Custom Master Page Install AND Path -Specific HttpModule redirect

Custom Master Page Install AND Path+MasterPage-specific HttpModule redirect

Site Theme, Stylesheet

Site Theme/Stylesheet AND Custom Master Page Install AND Path+MasterPage-specific HttpModule redirect

Inherited Layout

Customize Page via SP Designer

Customize Page via SP Designer

Select new System Master Page OR Customize Master Page via SP Designer

Select new System Master Page OR Customize Master Page via SP Designer

Custom Master Page Install with Path -Specific HttpModule redirect

Custom Master Page Install with Path -Specific HttpModule redirect

Custom Master Page Install with Path+MasterPage-specific HttpModule redirect

Multiple Custom Master Page Installs with Path+MasterPage-specific HttpModule redirects

Multiple Custom Master Page Installs with Path+MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (add/remove OOTB)

Customize Page via SP Designer

Customize Page via SP Designer

Select new System Master Page OR Customize Master Page via SP Designer

Select new System Master Page OR Customize Master Page via SP Designer

Custom Master Page Install with Path -Specific HttpModule redirect

Custom Master Page Install with Path -Specific HttpModule redirect

Custom Master Page Install with Path+MasterPage-specific HttpModule redirect

Multiple Custom Master Page Installs with Path+MasterPage-specific HttpModule redirects

Multiple Custom Master Page Installs with Path+MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (change OOTB)

OOTB Component Copy Install with SPDesigner customization

OOTB Component Copy Install with SPDesigner customization

OOTB Component Copy Install with Custom Master Page

OOTB Component Copy Install with Custom Master Page

OOTB Component Copy Install AND Custom Master Page Install AND Path -Specific HttpModule redirect

OOTB Component Copy Install AND Custom Master Page Install AND Path -Specific HttpModule redirect

OOTB Component Copy Install AND Custom Master Page Install AND Path+MasterPage-specific HttpModule redirect

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND Path+MasterPage-specific HttpModule redirects

OOTB Component Copy Install AND Multiple Custom Master Page Installs AND Path+MasterPage-specific HttpModule redirects

Inherited Embedded Functionality (add new)

New Component Install with SPDesigner customization

New Component Install with SPDesigner customization

New Component Install with Custom Master Page

New Component Install with Custom Master Page

New Component Install AND Custom Master Page Install AND Path -Specific HttpModule redirect

New Component Install AND Custom Master Page Install AND Path -Specific HttpModule redirect

New Component Install AND Custom Master Page Install AND Path+MasterPage-specific HttpModule redirect

New Component Install AND Multiple Custom Master Page Installs AND Path+MasterPage-specific HttpModule redirects

New Component Install AND Multiple Custom Master Page Installs AND Path+MasterPage-specific HttpModule redirects

Explicit Layout

Customize Page via SP Designer

Customize Page via SP Designer

n/a

n/a

OOTB Page Copy Install with Destination HttpModule redirect

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add/remove OOTB)

Customize Page via SP Designer

Customize Page via SP Designer

n/a

n/a

OOTB Page Copy Install with Destination HttpModule redirect

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (change OOTB)

OOTB Component Copy Install with SPDesigner customization

OOTB Component Copy Install with SPDesigner customization

n/a

n/a

OOTB Page Copy Install with Destination HttpModule redirect

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Explicit Embedded Functionality (add new)

New Component Install with SPDesigner customization

New Component Install with SPDesigner customization

n/a

n/a

OOTB Page Copy Install with Destination HttpModule redirect

OOTB Page Copy Install with Destination HttpModule redirect

n/a

n/a

n/a

Default Page Content

Browser-based Customization

n/a

n/a

n/a

n/a

n/a

n/a

n/a

n/a