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Beginning SharePoint® Designer 2010

Book Description

Teaching Web designers, developers, and IT professionals how to use the new version of SharePoint Designer

Covering both the design and business applications of SharePoint Designer, this complete Wrox guide brings readers thoroughly up to speed on how to use SharePoint Designer in an enterprise. You'll learn to create and modify web pages, use CSS editing tools to modify themes, use Data View to create interactivity with SharePoint and other data, and much more. Coverage includes integration points with Visual Studio, Visio, and InfoPath.

  • Shows web designers, developers, and IT professionals how to use SharePoint Designer 2010 to customize Microsoft SharePoint Server 2010 and Windows SharePoint Services 4.0

  • Covers both the design and business application of SharePoint Designer 2010

  • Delves into modifying and enhancing every aspect of your SharePoint site—not just the look and feel

  • Explores creating and modifying web pages, how to add interactivity with SharePoint and other data, and using CSS editing tools to modify themes

  • With the explosive growth in SharePoint, this book is your key to customizing your SharePoint sites with SharePoint Designer 2010.

    Table of Contents

    1. Copyright
    2. ABOUT THE AUTHORS
    3. ABOUT THE TECHNICAL EDITORS
    4. Credits
    5. ACKNOWLEDGMENTS
    6. INTRODUCTION
      1. WHO THIS BOOK IS FOR
      2. WHAT THIS BOOK COVERS
      3. HOW THIS BOOK IS STRUCTURED
      4. WHAT YOU NEED TO USE THIS BOOK
      5. CONVENTIONS
      6. SOURCE CODE
      7. ERRATA
      8. P2PWROX.COM
    7. I. The Lay of The Land
      1. 1. Exploring SharePoint Designer
        1. 1.1. WHAT IS SHAREPOINT DESIGNER 2010?
        2. 1.2. ALL IN THE FAMILY
        3. 1.3. A BACKSTAGE PASS
          1. 1.3.1. Backstage Sections
            1. 1.3.1.1. The Sites Section
            2. 1.3.1.2. The Pages Section
            3. 1.3.1.3. The Add Item Section
            4. 1.3.1.4. The Help Section
          2. 1.3.2. SharePoint Designer Application Options
            1. 1.3.2.1. The General Page
            2. 1.3.2.2. The Language Page
            3. 1.3.2.3. The Customize Ribbon Page
            4. 1.3.2.4. The Quick Access Toolbar Page
            5. 1.3.2.5. The Add-Ins Page
            6. 1.3.2.6. The Trust Center Page
        4. 1.4. DIGGING FOR ARTIFACTS
          1. 1.4.1. The Site Summary Page
            1. 1.4.1.1. Site Ribbon Tab
            2. 1.4.1.2. Site Summary Page Blocks
          2. 1.4.2. Other Site Object Views
            1. 1.4.2.1. Lists and Libraries
            2. 1.4.2.2. Workflows
            3. 1.4.2.3. Site Pages
            4. 1.4.2.4. Site Assets
            5. 1.4.2.5. Content Types
            6. 1.4.2.6. Site Columns
            7. 1.4.2.7. External Content Types
            8. 1.4.2.8. Data Sources
            9. 1.4.2.9. Master Pages, and Page Layouts
            10. 1.4.2.10. Site Groups
            11. 1.4.2.11. Subsites
            12. 1.4.2.12. All Files
        5. 1.5. GOVERNING SHAREPOINT DESIGNER
        6. 1.6. SUMMARY
    8. II. Let's Get Visual
      1. 2. Editing Pages
        1. 2.1. WHAT'S IN A "PAGE"?
          1. 2.1.1. Design View
            1. 2.1.1.1. Visual Aids and Page Sizes
            2. 2.1.1.2. Safe and Advanced Editing Modes
              1. 2.1.1.2.1. Safe Mode
              2. 2.1.1.2.2. Advanced Mode
          2. 2.1.2. Code View
            1. 2.1.2.1. IntelliSense
            2. 2.1.2.2. Code Snippets
            3. 2.1.2.3. Visual Coding
          3. 2.1.3. Split View
        2. 2.2. USING TASK PANES AND RIBBON TABS TO GET WORK DONE
          1. 2.2.1. Managing Task Panes
          2. 2.2.2. Task Pane Function Overview
            1. 2.2.2.1. Properties Panes
            2. 2.2.2.2. CSS Management Panes
            3. 2.2.2.3. Internal Insertable Elements Panes
            4. 2.2.2.4. Reporting Panes
            5. 2.2.2.5. External Insertable Elements Panes
          3. 2.2.3. Ribbon Tabs and Their Functions
            1. 2.2.3.1. Tables
            2. 2.2.3.2. Pictures
            3. 2.2.3.3. Links
            4. 2.2.3.4. Controls
            5. 2.2.3.5. Web Parts
            6. 2.2.3.6. Symbols
        3. 2.3. SUMMARY
      2. 3. The Anatomy of a SharePoint Page
        1. 3.1. HOW SHAREPOINT PAGES WORK
        2. 3.2. PAGE TYPES
          1. 3.2.1. SharePoint Content Pages
            1. 3.2.1.1. Web Part Pages
            2. 3.2.1.2. Wiki Pages
            3. 3.2.1.3. View Pages
            4. 3.2.1.4. A Note about Page Customization
        3. 3.3. MASTER PAGES
          1. 3.3.1. Master Page Locations
          2. 3.3.2. Default Master Pages
            1. 3.3.2.1. v4.master
            2. 3.3.2.2. default.master
            3. 3.3.2.3. minimal.master
            4. 3.3.2.4. simple.master
            5. 3.3.2.5. MWSDefaultv4.master
            6. 3.3.2.6. nightandday.master
          3. 3.3.3. Other Master Pages
          4. 3.3.4. Modifying the Default Master Page
          5. 3.3.5. Applying a New Master Page
        4. 3.4. CREATING CUSTOM MASTER PAGES
          1. 3.4.1.
            1. 3.4.1.1. Required Placeholders
            2. 3.4.1.2. Unused Placeholders
            3. 3.4.1.3. Required Controls
          2. 3.4.2. Broken Master Pages
        5. 3.5. EXAMPLE SCENARIOS
          1. 3.5.1. Scenario 1: Fixed Width Layout
          2. 3.5.2. Scenario 2: Changing the Location of the Search Box
          3. 3.5.3. Scenario 3: Registering External CSS
        6. 3.6. SUMMARY
      3. 4. Publishing Pages
        1. 4.1. WEB CONTENT MANAGEMENT OVERVIEW
          1. 4.1.1. Creating a Web Content Management Strategy
            1. 4.1.1.1. Who Owns The Content?
            2. 4.1.1.2. Who Will Review And Approve The Content?
            3. 4.1.1.3. Does Content Already Exist?
            4. 4.1.1.4. Do You Want To Apply The Company Brand To The Site?
        2. 4.2. GETTING STARTED WITH PUBLISHING
          1. 4.2.1. Mixing Publishing and Collaboration Features
          2. 4.2.2. A Question Of Understanding
        3. 4.3. PUBLISHING PAGES
          1. 4.3.1. Publishing Master Pages
            1. 4.3.1.1. The Master Page Gallery
            2. 4.3.1.2. Editing the Example Publishing Master Page
            3. 4.3.1.3. Creating Custom Master Pages
            4. 4.3.1.4. Importing a Starter Master Page
          2. 4.3.2. Page Layouts
            1. 4.3.2.1. Foreshadowing Content Types
            2. 4.3.2.2. Page Layouts for Micro-design
        4. 4.4. PUTTING IT ALL TOGETHER
          1. 4.4.1.
            1. 4.4.1.1. Solution and Design
            2. 4.4.1.2. Creating Custom Site Columns
            3. 4.4.1.3. Creating a Custom Page Layout
            4. 4.4.1.4. Field Controls
        5. 4.5. SUMMARY
      4. 5. Styles and Themes
        1. 5.1. STYLE DEFINED
          1. 5.1.1. The Anatomy of CSS Rule Sets
          2. 5.1.2. Applying CSS to Your HTML
          3. 5.1.3. Inheritance and Priority
          4. 5.1.4. CSS Best Practices
        2. 5.2. SHAREPOINT DESIGNER'S CSS TOOLS
          1. 5.2.1. View and Style Tabs
          2. 5.2.2. Task Panes
        3. 5.3. STYLING YOUR SITE
          1. 5.3.1. Key UI Elements in SharePoint
          2. 5.3.2. Themes
          3. 5.3.3. Other Things to Consider
        4. 5.4. SUMMARY
    9. III. Data Galore
      1. 6. Lists, Libraries, & Internal Content Types
        1. 6.1. SHARING YOUR DOCUMENTS AND DATA
        2. 6.2. BUILT-IN LISTS AND LIBRARIES
        3. 6.3. CUSTOMIZING LISTS AND LIBRARIES
          1. 6.3.1. Adding Fields
          2. 6.3.2. Is It Data or Metadata?
          3. 6.3.3. Normal versus Promoted Fields
          4. 6.3.4. Changing Permissions
          5. 6.3.5. Versioning
          6. 6.3.6. Reusing Your Lists and Libraries
        4. 6.4. SORTING, FILTERING, AND GROUPING
          1. 6.4.1. Creating Views
          2. 6.4.2. Sorting and Filtering
          3. 6.4.3. Grouping and Aggregations
          4. 6.4.4. Additional Settings
        5. 6.5. STRUCTURING YOUR DATA WITH CONTENT TYPES
          1. 6.5.1. Making Structure and Order Portable
          2. 6.5.2. Hiding and Requiring Fields
        6. 6.6. SUMMARY
      2. 7. Data Sources and External Content Types
        1. 7.1. GETTING AT YOUR DATA
        2. 7.2. LISTS AND LIBRARIES
        3. 7.3. DATABASES
        4. 7.4. XML FILES
        5. 7.5. REST-BASED WEB SERVICES
          1. 7.5.1. HTTP Method
          2. 7.5.2. Data Command
          3. 7.5.3. Parameters
        6. 7.6. SOAP-BASED WEB SERVICES
          1. 7.6.1. Service Description Location
          2. 7.6.2. Data Command
          3. 7.6.3. Port
          4. 7.6.4. Operation
          5. 7.6.5. Parameters
        7. 7.7. BUSINESS CONNECTIVITY SERVICES
        8. 7.8. JOINING YOUR DISPARATE DATA
        9. 7.9. SUMMARY
      3. 8. XSLT Data Views and Forms
        1. 8.1. TWO TYPES OF WEB PARTS TO WORK WITH DATA
          1. 8.1.1. XSLT List View Web Part
            1. 8.1.1.1. A Little Bit of History
            2. 8.1.1.2. What's New in SharePoint 2010
          2. 8.1.2. XSLT Data Form Web Part
        2. 8.2. MANAGING VIEWS OF DATA
          1. 8.2.1. Custom Views of Lists and Libraries
          2. 8.2.2. Custom Views to External Sources of Data
        3. 8.3. CREATING CUSTOM FORMS
          1. 8.3.1. Creating Data Forms
          2. 8.3.2. Creating List Forms
          3. 8.3.3. Using Custom Actions to Execute List Forms
        4. 8.4. SUMMARY
      4. 9. InfoPath Integration
        1. 9.1. THE PATH TO GATHERING INFO
          1. 9.1.1. Using Rules for Conditional Formatting and Data Validation
          2. 9.1.2. Fetching Data from Multiple Repositories
          3. 9.1.3. Publishing Forms to a Variety of Locations
        2. 9.2. CUSTOMIZING SHAREPOINT LIST FORMS
          1. 9.2.1. Building List Forms Using InfoPath
          2. 9.2.2. Displaying Forms Using InfoPath Form Web Part
        3. 9.3. CUSTOMIZING SHAREPOINT LIBRARY FORMS
          1. 9.3.1. Creating the InfoPath Form Template
          2. 9.3.2. Publishing to the Form Library
        4. 9.4. SUMMARY
    10. IV. Taking Action
      1. 10. Web Part Connections
        1. 10.1. TYPES OF WEB PARTS
          1. 10.1.1. Web Part Gallery
          2. 10.1.2. Configuring and Arranging Web Parts
          3. 10.1.3. Personalization
          4. 10.1.4. Exporting Web Part Configurations
        2. 10.2. CREATING A COMPOSITE USER INTERFACE
          1. 10.2.1. Web Part Connections
          2. 10.2.2. Example Scenarios
            1. 10.2.2.1. Dashboards
            2. 10.2.2.2. Task-centric Workspaces
        3. 10.3. SUMMARY
      2. 11. Workflow Basics
        1. 11.1. WAYS TO CREATE WORKFLOWS IN SHAREPOINT
          1. 11.1.1. Built-in Workflow Templates
          2. 11.1.2. SharePoint Designer 2010 Workflows
          3. 11.1.3. Visual Studio Workflows
        2. 11.2. SHAREPOINT DESIGNER 2010 WORKFLOW ELEMENTS
          1. 11.2.1. Workflow General Settings
            1. 11.2.1.1. Workflow Information
            2. 11.2.1.2. Customization
            3. 11.2.1.3. Settings
            4. 11.2.1.4. Workflow Start Options
            5. 11.2.1.5. Forms
          2. 11.2.2. Initiation parameters
          3. 11.2.3. Initiation Form
          4. 11.2.4. Association Columns
          5. 11.2.5. Variables
          6. 11.2.6. Steps
          7. 11.2.7. Impersonation Steps
          8. 11.2.8. Conditions
          9. 11.2.9. Actions
            1. 11.2.9.1. Core Actions
            2. 11.2.9.2. List Actions
            3. 11.2.9.3. Task Actions
            4. 11.2.9.4. Utility Actions
            5. 11.2.9.5. Relational Actions
            6. 11.2.9.6. Document Set Actions
          10. 11.2.10. parallel Block
          11. 11.2.11. Advanced Properties
          12. 11.2.12. Saving and Publishing the Workflow
        3. 11.3. AUTOMATING PROCESSES USING SHAREPOINT DESIGNER 2010 WORKFLOWS
          1. 11.3.1. List Workflows
          2. 11.3.2. Reusable Workflows
          3. 11.3.3. Site Workflows
        4. 11.4. SHAREPOINT DESIGNER 2010 WORKFLOW CONSIDERATIONS
          1. 11.4.1. Limitations
          2. 11.4.2. Ramifications and Cautions
        5. 11.5. SUMMARY
      3. 12. Advanced Workflows
        1. 12.1. MODELING WORKFLOWS USING VISIO 2010
          1. 12.1.1. Exploring the Visio 2010 SharePoint Workflow Stencils
          2. 12.1.2. Building the Visio Workflow
        2. 12.2. WORKING WITH VISIO 2010 WORKFLOWS IN SHAREPOINT DESIGNER 2010
          1. 12.2.1. Importing Workflows in SharePoint Designer 2010
          2. 12.2.2. Configuring and Publishing the Workflow
          3. 12.2.3. Visualizing a Workflow Using Visio Visualization
          4. 12.2.4. Exporting the Workflow
        3. 12.3. CUSTOMIZING WORKFLOW FORMS WITH INFOPATH 2010
        4. 12.4. BUILT-IN GLOBAL WORKFLOWS
          1. 12.4.1. Creating New Globally Reusable Workflows
          2. 12.4.2. Using the Task Process Designer
        5. 12.5. EXPORTING WORKFLOWS AS A PACKAGE
          1. 12.5.1. Deploying a Workflow Package to a Site Collection
          2. 12.5.2. Importing a Workflow Package in Visual Studio
        6. 12.6. SUMMARY
      4. 13. Client-side Programming in JavaScript
        1. 13.1. THE CLIENT OBJECT MODEL
        2. 13.2. GETTING STARTED
        3. 13.3. RETRIEVING DATA USING CAML
        4. 13.4. QUERYING DOCUMENT LIBRARIES
        5. 13.5. MANAGING LIST ITEMS
        6. 13.6. MANAGING USER CUSTOM ACTIONS
        7. 13.7. SUMMARY
      5. 14. Client-side Programming in Silverlight
        1. 14.1. WHY SILVERLIGHT?
        2. 14.2. GETTING STARTED
          1. 14.2.1. Creating a New Silverlight Application
          2. 14.2.2. Adding a Silverlight Web Part to a Web Page
          3. 14.2.3. Debugging a Silverlight Project
        3. 14.3. RETRIEVING DATA USING SILVERLIGHT
        4. 14.4. MANAGING LISTS AND LIBRARIES
        5. 14.5. MANAGING FILES AND FOLDERS
        6. 14.6. MANAGING NAVIGATION
        7. 14.7. LIMITATIONS
        8. 14.8. SUMMARY
    11. A. A Brief History of SharePoint and SharePoint Designer
      1. A.1. FROM FRONTPAGE TO SHAREPOINT DESIGNER
      2. A.2. THE SHAREPOINT FAMILY TREE
        1. A.2.1. The Years BSP (Before SharePoint)
        2. A.2.2. Fraternal Twins — It's All in the Name
          1. A.2.2.1. SharePoint Team Services (1.0)
          2. A.2.2.2. SharePoint Portal Server 2001
        3. A.2.3. Let's Get Together — Casting the (dot) Net
          1. A.2.3.1. Windows SharePoint Services — A Platform Is Born
          2. A.2.3.2. Opening a New Portal
      3. A.3. GATHERING MOSS — WINDOWS SHAREPOINT SERVICES 3.0 AND MICROSOFT OFFICE SHAREPOINT SERVER 2007
      4. A.4. CONTINUING EVOLUTION — SHAREPOINT FOUNDATION 2010 AND SHAREPOINT SERVER 2010
    12. B. Just What Is SharePoint Anyway?
      1. B.1. A DEFAULT SHAREPOINT HOME PAGE
      2. B.2. SHAREPOINT CONTENT: LISTS, LIBRARIES, AND MORE
        1. B.2.1. List and Library Types
        2. B.2.2. Customizing Lists and Libraries
          1. B.2.2.1. Columns (Fields)
          2. B.2.2.2. Content Types
          3. B.2.2.3. Understanding Views
      3. B.3. WEB PARTS
        1. B.3.1. In the Zone
        2. B.3.2. Making the Connection
      4. B.4. MANAGING A SHAREPOINT SITE
        1. B.4.1. Users and Permissions
          1. B.4.1.1. Managing Users
          2. B.4.1.2. Managing Groups
          3. B.4.1.3. Look and Feel — Navigational Elements and More
        2. B.4.2. Using Galleries
      5. B.5. ARCHITECTURAL BACKGROUND ON THE SERVER
        1. B.5.1. Central Administration
        2. B.5.2. The File Structure
        3. B.5.3. The SharePoint Databases
          1. B.5.3.1. The Configuration Database
          2. B.5.3.2. The Content Databases