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Microsoft® SharePoint® Designer 2010 Unleashed

Book Description

Microsoft has transformed SharePoint Designer into a free download: now, here's the first comprehensive guide to making the most of it!

  • Written by Microsoft MVP Kathy Hughes, a leader of the SharePoint Designer community

  • Shows how to use SharePoint Designer to establish and maintain custom branding

  • Packed with examples and best practices, and supported with extensive online resources

  • For all current and potential users: information workers, administrators, designers, developers, and more

  • Now that Microsoft has made SharePoint Designer a free download, thousands of organizations are adopting it as the tool of choice for designing customized SharePoint sites and solutions. In this book, top SharePoint Designer expert and Microsoft MVP Kathy Hughes brings together all the information they need to make the most of this powerful tool. Packed with solid examples and real-world best practices, SharePoint Designer 2010 Unleashed will be an invaluable resource for all SharePoint Designer users, from professional web developers and designers to information workers, system administrators to managers. Hughes covers all this, and much more: " Building and implementing customized branding using SharePoint Designer, CSS, Master Pages, Themes, and Page Layouts " Getting started with SharePoint Designer 2010 and SharePoint Server 2010 " Creating sites with site templates and out-of-the-box Web parts " Customizing List Forms with InfoPath 2010 " Designing more effective web interfaces with SharePoint Designer 2010 " Implementing and designing MySites " Creating custom workflows and Workflow Forms " Designing sites that use SharePoint 2010's powerful business intelligence features " Creating interactive mashups " Customizing the Ribbon and dialog interface " Prototyping SharePoint sites with Expression Blend 3 and Sketchflow

    Table of Contents

    1. Title Page
    2. Copyright Page
    3. Dedication
    4. Contents at a Glance
    5. Table of Contents
    6. About the Author
    7. Acknowledgments
    8. We Want to Hear from You!
    9. Reader Services
    10. Introduction
      1. SharePoint Designer for Business Analysts and Project Managers
      2. SharePoint Designer for Developers and Designers
      3. SharePoint Designer for IT Pros and Administrators
      4. Part I: Welcome to SharePoint Server 2010!
      5. Part II: Enhancing Sites with SharePoint Designer 2010
      6. Part III: Styling and Designing SharePoint 2010 Sites
      7. Part IV: Data Manipulation and Business Processes
      8. Product Updates
    11. Part I: Welcome to SharePoint Server 2010!
      1. Chapter 1. SharePoint 2010 Overview
        1. Versions Discussed in This Book
          1. How to Tell Which Version You Are Running
        2. Why Use SharePoint 2010?
          1. Document Management and Storage
          2. Content Management
          3. Integration with Existing Systems
          4. Enterprise Search
          5. Business Intelligence (BI)
          6. Extensibility
          7. The Face of the Company
        3. Key 2010 Functional Areas
          1. Comparison to SharePoint Server 2007
          2. Sites
          3. Communities
          4. Content
          5. Search
          6. Insights (Business Intelligence)
          7. Composites (Extending SharePoint)
        4. Administrative Improvements
          1. Central Administration
          2. Windows PowerShell Commands for SharePoint
          3. Developer Dashboard
        5. Upgrade Enhancements
          1. Visual Upgrade Feature
        6. Summary
      2. Chapter 2. SharePoint Server 2010 Architectural Overview
        1. Terminology and Fundamental Architecture
          1. Flow of SharePoint Information: Inheritance Model
        2. SharePoint Farms
          1. SharePoint Databases
          2. SharePoint Farm Extensibility
        3. Web Applications
          1. Security and Identity (Authentication)
          2. Extending Web Applications
          3. Managed Paths
          4. Service Applications: Sharing SharePoint Resources
        4. Site Collections and Subsites
          1. Organization of Subsites within a Single Site Collection
          2. Site Templates When Provisioning Site Collections
          3. Vanity URLs: Host Headers for Site Collections
          4. URL Considerations When Moving to a New Site or Upgrading
          5. Other Considerations with Site Collections
          6. Site Collections and Tenant Administration
        5. Platform Architecture
          1. Pages and User Interface
          2. Server APIs
          3. Connected Client APIs
          4. Application Model (Sites)
          5. Application Lifecycle Management
        6. System and Other Requirements
          1. Operating System Requirements
          2. Software Prerequisites
          3. Design and Developer Tools
          4. Supported Browsers
        7. Summary
      3. Chapter 3. Introduction to the SharePoint 2010 Fluid Interface
        1. Key Components
        2. SharePoint 2010 Ribbon
          1. Known Issues
          2. Anatomy of the Ribbon
          3. The Contextual Ribbon in Review
          4. Customizing the Ribbon
          5. Positioning the Ribbon on a Page
          6. Ribbon Behavior in Anonymous Sites
          7. Where the Ribbon Is Not included
          8. What the Ribbon Is Not: Navigation
        3. Dialog Framework
        4. Status Bar and Notification Area
        5. Summary
      4. Chapter 4. Design Administrative Tasks: Site Settings, Permissions, and Creating Sites
        1. Site Settings
          1. The Difference Between Site and Site Collection Administration
          2. Walkthrough Key Settings
        2. Configuring Anonymous Access
          1. Setting Anonymous Access on the Web Application
          2. Setting Anonymous Access on the Site Collection
          3. Setting Anonymous Access at List or Library Level
          4. Setting Item-Level List Permissions
          5. Other Tips and Tricks When Working with Anonymous Sites
          6. Locking down Form Pages in an Internet Site
        3. Creating a SharePoint 2010 Site Collection
          1. Site Templates
          2. Create a New Site Collection from Central Administration
          3. Creating Subsites (Webs)
        4. Summary
      5. Chapter 5. In-Browser Customization: Navigation, Content Pages, and Content
        1. How Navigation Works
          1. Navigational Options in SharePoint 2010
          2. How Site Navigation Settings Work
          3. Tree View Menu
          4. Navigation Settings Page: SharePoint Server 2010
          5. Navigation Tab Naming: Home Tab
          6. Site Collection Navigation Settings
          7. Cross-Site Collection Navigation
          8. Portal Site Connections and Navigation
        2. Working with Content Pages
          1. Type of Pages in SharePoint 2010
          2. Pages and Feature Dependencies
          3. Key Features Relating to Content Pages
          4. Saving Pages: Avoiding Loss When Navigating away from Pages
          5. Save Conflicts: Avoid Clobbering Other User’s Edits
          6. How to Create New Pages
          7. Editing Pages
          8. Rich Text Editing Experience
          9. Pasting Content into Pages
          10. XHTML Compliance
          11. Page Commands Common to Wiki and Publishing Pages
          12. Setting the Site’s Home Page
          13. Determining What Page to Use
          14. Pages and URL Structure
          15. Working with Wiki Pages
          16. Working with Web Part and Form Pages
          17. Working with Publishing Pages (Page Layouts)
        3. Lists, Libraries, and Images
          1. Lists and Library Templates in SharePoint 2010
          2. Using Forms on Anonymous Sites: Create a Contact Form
          3. Adding Images to Sites
        4. Moving and Copying Content
        5. Working with the Ratings Control
          1. How to Enable Ratings: Timer Jobs
          2. Adding Ratings to Lists (and Libraries)
          3. Ratings and Content Pages
          4. Ratings in Search Results
        6. Accessibility in the User Interface
        7. Summary
      6. Chapter 6. In-Browser Customization: Branding with Web Parts, Themes, and Master Pages
        1. Working with Web Parts
          1. Where Are Web Parts Stored
          2. Adding Web Parts to Pages
          3. Modifying Web Part Properties and Configuration
          4. Web Part Page Maintenance
          5. Personal and Shared Views in 2010: Personalization
          6. Add a Note Board Web Part to a Page
          7. Style a Page with the Content Editor Web Part (CEWP)
          8. Adding Code or JavaScript to the CEWP
          9. Problems with Pages After Adding Code to a CEWP
          10. Working with the HTML Form Web Part
          11. Working with the Media Web Part
          12. Silverlight Web Part
          13. Working with the Content Query Web Part (CQWP)
          14. Web Parts and Anonymous Sites
          15. Connecting Web Parts
        2. Changing a Site’s Look and Feel
          1. Storage Locations for SharePoint Branding Components
          2. Change the Site Title, Logo, and URL
          3. Change a Site’s Theme
          4. Introduction to Master Pages and CSS
          5. Out-of-the-box Master Pages
          6. Changing a Site’s Master Page
          7. Site and System Master Pages
          8. Alternate CSS URL: Overriding a Site’s CSS
          9. Master Pages and Content Pages
        3. Summary
    12. Part II: Enhancing Sites with SharePoint Designer 2010
      1. Chapter 7. Web Interface Design with SharePoint Designer 2010
        1. Introduction to SharePoint Designer
          1. Who Is SharePoint Designer For?
          2. Limitations of SharePoint Designer
          3. Changes from SharePoint Designer 2007 to SharePoint Designer 2010
          4. Compatibility and Product Versions
          5. SharePoint Designer 2010 System Requirements
          6. SharePoint Designer Security and Permission Settings
          7. Evolution of Web Design Tools
        2. Moving on from In-Browser Customization
        3. Opening SharePoint Sites in SharePoint Designer
          1. Launch SharePoint Designer Directly from the Client
          2. Launch SharePoint Designer from a SharePoint 2010 Site
          3. Note on Opening Publishing Sites and Pages
          4. Opening Anonymous SharePoint Sites in SharePoint Designer
          5. Opening SharePoint Sites Set to Basic Authentication
        4. Exploring the SharePoint Designer Interface
          1. Anatomy of the SharePoint Designer User Interface
          2. Flexible Navigation Options
        5. Accessing Content via the Navigation Pane
          1. Home
          2. Lists and Libraries
          3. Workflows
          4. Site Pages
          5. Site Assets
          6. Content Types
          7. Site Columns
          8. External Content Types
          9. Data Sources
          10. Master Pages
          11. Page Layouts
          12. Site Groups
          13. Subsites
          14. All Files
        6. Administering Sites in SharePoint Designer
          1. Administer Sites via the Settings Page
          2. Administering Sites via the Ribbon
        7. More SharePoint Designer Configuration Options
          1. Modifying the Recent Sites List in the SharePoint Designer Backstage
          2. General Options for Working with SharePoint Designer
        8. Summary
      2. Chapter 8. Creating Sites with Site Templates
        1. Creating New Sites
          1. Site Template Fundamentals
          2. Creating New Sites via the Web Interface
          3. Site Template Terminology
        2. SharePoint 2010 Site Templates
          1. Physical Location of Default Site Templates (Site Definitions)
          2. Publishing and Non-publishing Site Templates
          3. Deprecated Site Templates in SharePoint 2010
          4. Site Templates New to SharePoint 2010
          5. Enhanced Site Templates: Document Center Site Template
          6. Hiding Subsite Templates in Publishing Site Collections
          7. Deprecated Site Directory in SharePoint Server 2010
          8. Site Templates Not Editable in SharePoint Designer
        3. Creating New Sites in SharePoint Designer 2010
          1. Creating Sites from SharePoint Designer Backstage
          2. Creating New Sites from the Settings Page
          3. Post-site Creation Design Tasks
          4. Deleting Sites in SharePoint Designer
        4. Creating New Site Templates: WSP Files
          1. Looking Inside a WSP File: Finding the Template ID
          2. Site Templates and SharePoint Server 2010 Publishing Sites
          3. Create a New Site Template in SharePoint Designer 2010
          4. Making Site Templates Available to all Site Collections
          5. Including Site Content When Saving Sites as Templates
          6. SharePoint Designer Customizations and Site Templates
          7. Deleting and Deactivating Site Templates on Site Collections
        5. Importing Sites into Visual Studio
        6. Upgrading Site Templates
          1. What About the FAB40 Templates from Microsoft?
          2. What’s in an Application Template?
          3. Installing a FAB40 Application Template in SharePoint 2010
        7. Summary
      3. Chapter 9. Working with Content Types and Columns in SharePoint Designer
        1. Working with Content Types
          1. Accessing Content Types in SharePoint Designer
          2. Settings You Must Address via the Web Interface
          3. Behind the Scenes: The _CTS Folder
          4. Creating New Site Content Types
        2. Managing Site Columns
          1. Accessing Site Columns in SharePoint Designer
          2. Creating New Site Columns
        3. Summary
      4. Chapter 10. Creating and Configuring Lists and Libraries
        1. Working with Lists and Libraries
          1. List Configuration Options Not Available in SharePoint Designer
          2. Accessing Existing Lists and Libraries in SharePoint Designer
          3. Anatomy of List Settings Page
        2. Creating a New List
          1. Modifying Column Properties
          2. Creating New External Lists
        3. Adding Content Types to Lists and Libraries
          1. Creating a New Wiki Page Library with Multiple Content Types
        4. Managing Lists and Libraries
          1. Changing the URL of a List or Library
          2. List and Library Portability
          3. Hiding Lists or Libraries from the Browser
          4. Accessing Documents in Document Libraries in SharePoint Designer
        5. Summary
    13. Part III: Styling and Designing SharePoint 2010 Sites
      1. Chapter 11. Understanding SharePoint Designer Editing Features
        1. Page Editor Options
          1. Discussion on DOCTYPE and SharePoint 2010 Pages
        2. The Editing Workspace
          1. Page Views
          2. Editing Options in Code View
          3. Task Panes
          4. Visual (Editing) Aids
          5. Ruler and Grid
        3. Page Compatibility, Compliance, and Accessibility
          1. Compatibility and Accessibility in SharePoint Designer
          2. Accessing SharePoint Designer Editing Features Using a Keyboard
        4. General Page Editing Tools
          1. Editing Fonts: Design Consideration for Style and Consistency
          2. Working with Fonts via the Ribbon
          3. Paragraph Options
          4. Previewing Pages in the Browser
          5. Setting the Page Size for SharePoint Designer Workspace
          6. Using Find and Replace
          7. Using the Select Command
          8. Using the Skewer Click: Discovering HTML Tags and Elements
          9. Using the Quick Tag Editor
          10. Inserting Hyperlinks, ScreenTips and Bookmarks
        5. Checking out Pages for Editing: Avoiding Edit Collision
          1. Undo a Checked Out File
          2. Checked-out Files and SharePoint Designer Caching Issue
          3. Checking the Edit Status Between Browser and SharePoint Designer Editing
        6. Editing Modes: Normal and Advanced Modes
          1. Working in Normal Mode
          2. Working in Advanced Mode
          3. Advanced (Editing) Mode: Customized and Uncustomized Pages
          4. Non-editable Page Regions
          5. Understanding Master Page Placeholder Inheritance
        7. Summary
      2. Chapter 12. Working with Content Pages in SharePoint Designer
        1. The Fundamentals of SharePoint Page Architecture
        2. Creating New Content Pages with SharePoint Designer
          1. Where to Create Content Pages in SharePoint Designer
          2. Content Page Storage Location
          3. Which Content Page Type: HTML, ASPX or Web Part Page?
          4. What About Creating and Customizing Wiki Pages?
        3. Creating Web Part Pages from Templates
          1. Create a New Web Part Page from the Ribbon
          2. Creating a New Web Part Page from Backstage
        4. Creating ASPX Pages
          1. New ASPX Page from Master
        5. Working with the Page Settings Page to Manage Page Properties and Versioning
          1. File Information
          2. Customization
          3. Page Permissions
          4. Page Version History and Restoring Pages from Versions
        6. Deleting and Restoring Content Pages
          1. Deleting a Team Site’s Home Page
        7. Moving and Copying Content Pages
          1. Moving and Copying within the Same Site
          2. Moving and Copying Between Different Sites
        8. Summary
      3. Chapter 13. Building New Content Pages and Configuring Web Parts and Web Part Zones
        1. Working with Web Part Pages
          1. Web Part Page Architecture
          2. Web Part Page Layout
          3. Editing Web Part Zones
          4. Adding New Web Part Zones
          5. Adding Web Parts to Web Part Pages
          6. Changing the Master Page Association on a Single Web Part Page
        2. Editing and Designing ASPX Pages
          1. Attaching a Master Page to an Existing ASPX Page
          2. Master Page Tokens
          3. Detaching a Master Page from an ASPX Page
          4. Adding Web Part Zones to ASPX Pages
          5. Adding Web Parts to ASPX Pages
          6. Document IDs and [if gte mso 9] Tags in New ASPX Pages
        3. Tables versus CSS/DIV Layout
          1. Adding and Styling Tables
          2. Working with DIV Layouts
          3. Creating a Layout from a Predefined Layout
          4. Create a New SharePoint Page with DIV/CSS-based Layout
        4. Consuming New Page Templates in the Web Interface
        5. Adding Ratings to ASPX and Web Part Pages
        6. Changing and Editing a Site’s Home Page
          1. Locating the Site’s Home Page
          2. Setting a New Home Page
          3. Accessing a Team Site’s Default.aspx page
          4. Redirecting the Site’s Home (or Other) Page
        7. Summary
      4. Chapter 14. Extending Content Pages with Media and Dialogs
        1. Adding Pictures to Pages
          1. Selecting Pictures
          2. Formatting Pictures
          3. Inserting Images in Wiki Pages in SharePoint Designer
        2. Adding Background Images to Content Pages
        3. Adding Behaviors
          1. Modifying Behaviors
        4. Adding Custom Buttons to Pages
          1. Methodology
          2. Spicing up Buttons
        5. Working with Media
          1. Adding Flash to Pages in SharePoint Designer
          2. Create a Media Player Test Page
        6. Summary
      5. Chapter 15. Creating New Publishing Page Layouts
        1. Terminology and Page Layouts
        2. Advantages of Page Layouts
          1. Key Changes in Page Layouts Since SharePoint Server 2007
        3. Page Layout Modeling in SharePoint Server 2010
          1. Page Layout Architecture
          2. Page Layout Composition: Content Types and Columns
          3. Page Layout Composition: CSS, Layout, and Preview Images
          4. Page Layouts: XML Changes to Page Editing Tools
          5. Page Layouts in SharePoint Server 2010: Hidden Pages
          6. Physical Location of Page Layouts
          7. How Page Layouts are Deployed to Site Collections
        4. Page Layouts in SharePoint Designer 2010
          1. What If You Cannot See the Page Layouts Object?
          2. Page Layouts Object in Subsites
          3. Publishing Field Controls versus Web Parts on Page Layouts
          4. Accessing Field Controls in SharePoint Designer
          5. Page Layout UIVersioned Content
          6. Styling Page Layouts with DIVs or Tables
        5. Creating New Page Layouts
          1. Create a New Page Layout Based on an Existing Content Type
          2. Test the New Page Layout
          3. Modify a Property of an Existing Field Control
          4. Edit the Page in the Browser: Duplicate Field Controls
        6. Creating a New Page Layout Content Type
          1. Style the New Page Layout with DIVs and CSS
          2. Add Field Controls to a Newly Styled Page Layout
        7. Creating New Publishing Columns
          1. Adding New Columns to the Company Events Page Layout
        8. Configuring the Rich HTML (Page Content) Field
          1. Pasting Content Directly from Word
          2. Styling Options for a Rich HTML Field
        9. Adding Web Part Zones to Page Layouts
        10. Setting Visibility of Content on Page Layouts
        11. How Page Layouts Work with Master Pages
          1. Overriding Master Page Content Placeholders in Page Layouts
          2. Common Issues When Working with Content Placeholders
        12. Working with Publishing Pages in SharePoint Designer
          1. Editing Publishing Pages in SharePoint Designer
          2. Detach a Publishing Page from Its Page Layout
          3. Changing a Detached Publishing Page’s Master Page
          4. Reattaching a Publishing Page to Its Page Layout
        13. Additional Page Layout Design Considerations
          1. Page Layouts: Customized and Uncustomized States
          2. Adding Script and CSS to Page Layouts
          3. Adding a Printer Friendly Button to a Page Layout
          4. Add a Background Image to a Page Layout
          5. Deleting Page Layouts
          6. Deleting Page Layout Content Types
          7. Hiding Page Layouts
          8. Renaming Page Layouts
        14. Summary
      6. Chapter 16. Working with and Creating New SharePoint Cascading Style Sheets (CSS)
        1. CSS Fundamentals
          1. What Does CSS Do?
          2. CSS Format
          3. What About CSS3?
        2. SharePoint 2010 CSS Landscape
          1. The Relevance of CSS in SharePoint
          2. Styling with CSS Alone
          3. CSS Classes in SharePoint 2010
          4. CSS Sprites
          5. Themable CSS
          6. Dialogs and CSS in SharePoint 2010
        3. Default SharePoint CSS Files and Locations
          1. Main CSS Files
          2. Storage of CSS Files in Site Collections
          3. Customizing CSS Files
        4. How SharePoint References CSS
          1. Referencing CSS Files in SharePoint Master Pages
        5. CSS File Rendering Order
          1. The !Important Property is your Friend!
        6. CSS Inheritance in Site Collections
        7. Working with CSS in SharePoint Designer
          1. Managing and Creating Styles
          2. Leveraging Other SharePoint Designer CSS Tools
          3. Working with Colors
        8. Using Browser Tools to Discover CSS Styles
          1. Changing a Site’s CSS in Real-time
        9. Overriding Existing SharePoint Styles
          1. Modifying Ribbon and Navigation Styles
          2. Removing All Site Content and Recycle Bin Links
          3. Customizing Rich Text Editor Styles
          4. Rich Text Editor Styles on Publishing Pages: PrefixStyleSheet
          5. Font Sizing: Relative versus Absolute
        10. Styling XSLT List View Web Parts (XLVs)
          1. Hiding the Web Part Title Checkbox
          2. Rounded Corners in XLVs
        11. Configuring Print CSS
          1. Creating a Print CSS
        12. Summary
      7. Chapter 17. Creating New SharePoint 2010 Master Pages
        1. Master Pages in SharePoint 2010
          1. Search Center and MySite Master Pages
          2. Basic Master Page Architecture in SharePoint 2010
          3. New in SharePoint 2010 Master Pages
          4. Unchanged Since SharePoint 2007
          5. Deploying Master Pages
          6. Master Page Inheritance in Site Collections
          7. Important Considerations When Working with Master Pages
          8. Troubleshooting Master Pages
          9. Keeping Up with the Browsers!
        2. Working with Master Pages in SharePoint Designer
          1. Working with Existing Master Pages
          2. Changing a Site’s Master Page in SharePoint Designer
          3. Switching a Site to the SharePoint 2007 Look and Feel
          4. Customizing Master Pages
        3. Creating New Master Pages
          1. Creating a New Master Page Based on the v4.master Page
          2. Managing the Master Page Lifecycle
          3. Creating a New Master Page from a Starter Master Template
          4. Creating Fixed-Width Master Pages
          5. Storing and Referencing Master Page Assets
        4. SharePoint 2010 Master Page Components
          1. Master Page HTML
          2. SharePoint Controls
          3. Content Placeholders
          4. Using Master Page Tokens
        5. Changing the Appearance of Master Pages
          1. Changing the Order of the Banner
          2. Maintaining Site Title and Top Menu When Changing the Ribbon Tab
          3. Moving the Search Box
          4. Adding a Footer
          5. Remove Social Tags in a Master Page
          6. Hyperlinking the Site Logo
          7. Adding a Print Command to a Master Page
        6. Controlling Visibility of Content
          1. Hiding the Site Actions Menu
          2. Hiding View All Site Content Link in Site Actions Menu
          3. Removing the Left-hand Menu from Master Pages
          4. Hiding the List Item Menu (LIM)
          5. Hiding the Recycle Bin
        7. Managing Dialogs in Custom Master Pages
          1. Invoking Dialogs in Master Pages
        8. Working with the Ribbon
          1. Fixing the Ribbon’s Position: Scroll or No Scroll
          2. Hiding the Ribbon on Internet Sites
          3. Managing JavaScript in SharePoint Master Pages
          4. Relocating Hidden Ribbon Elements
        9. Working with SharePoint Navigation
          1. Site Map Providers
          2. Working with the Top-level Navigation in v4.master
          3. Using the CombinedNavSiteMapProvider Site Map Provider
          4. Using the CombinedNavSiteMapProvider on Publishing Site Collections
          5. Creating Multi-tier Navigation with the CombinedNavSiteMapProvider
          6. Encoded Characters
          7. Changing the Quick Launch Menu
          8. Modifying Navigation in SharePoint Foundation 2010
          9. Managing Cross-Site Navigation
        10. Porting Existing Master Pages
          1. Porting an ASP.NET Website Master Page
        11. Summary
      8. Chapter 18. SharePoint Themes and Themable CSS: The Icing on the Cake
        1. Why Use Themes?
        2. How Themes Work
          1. Themes in SharePoint 2007
        3. SharePoint 2010 Themes Overview
          1. The Anatomy of SharePoint 2010 Themes
          2. Location of Theme (THMX) Files
          3. Location of Themable CSS Files: WFE
          4. Themable Folders in Site Collection Style Library
          5. Applying a SharePoint 2010 Theme
          6. Theme Options Based on Product
          7. Customizing Themes in SharePoint Server 2010
          8. What Gets Themed in SharePoint 2010
          9. SharePoint Foundation 2010 Themes in Anonymous Sites
        4. Creating New SharePoint 2010 Themes
          1. Office Themes
          2. Anatomy of an Office Theme
        5. How Themes Work with SharePoint Master Pages and Themable CSS
          1. Overriding Themable Style Sheets in a Master Page
          2. Adding New Themable CSS Styles
          3. Themes and MySites
        6. Managing and Planning Themes
          1. Deployment Considerations
          2. Reusing Themes
          3. Working with Themes Programmatically
        7. Themable CSS Attribute Reference
          1. ReplaceColor
          2. ReplaceFont
          3. RecolorImage
        8. Summary
    14. Part IV: Data Manipulation and Business Processes
      1. Chapter 19. Configuring Data Sources (Non-BCS)
        1. Introducing Data Sources
          1. Authenticating and Troubleshooting Data Sources
          2. Common Problems Encountered when Accessing Data Sources
        2. Available Data Sources
          1. Data Retrieval Service
        3. Working with Data Sources
          1. Accessing Site Data Sources
          2. Changes Between Data Sources in SharePoint Designer 2007 and 2010
          3. How to Attach a List from Another Site in SharePoint Designer 2010
        4. Creating a Database Connection
          1. Configuring a Database Connection
        5. Creating a Linked Data Source
          1. Creating a Joined Linked Data Source with Database Connections
        6. Creating a SOAP (XML) Service Connection
          1. XML Web Services Overview
          2. SharePoint Web Services
          3. Using SOAP to Connect to Another Site
        7. Creating a REST Service Connection
          1. Accessing Data Using REST
          2. Adding a REST Web Service Connection Using REST
          3. Configuring an RSS Feed Connection
        8. Editing and Modifying Data Sources
          1. The fpdatasources Folder
          2. Renaming Data Sources
          3. Copying Data Sources
        9. Summary
      2. Chapter 20. External Content Types and External Lists (BCS)
        1. Business Connectivity Services (BCS) Overview
        2. Introducing External Content Types (ECTs) and External Lists
          1. External Lists Are Different
        3. BCS Functional Differences
        4. Business Processes and Data Validation
        5. BCS Service Application
          1. Permissions and Security
        6. Secure Store Service Application
          1. Creating a New Secure Store Target Application
        7. Configuring BCS Data Sources: SharePoint Designer
          1. SQL Databases
          2. WCF Web Services
          3. .Net Assemblies
        8. Connecting to a SQL Data Source
          1. Operations
          2. Connection Properties
          3. Filtering Data
        9. Associations in External Lists
          1. Customizing Your List Forms
        10. Office Integration
          1. Office Item Types
          2. Taking External Lists Offline
          3. Creating an Office Item External List
          4. SharePoint Workspace Client for SharePoint
        11. Profile Pages and Search
          1. Creating Profile Pages
        12. Exporting External Content Types
        13. Troubleshooting External Lists
          1. Authentication Problems
          2. List Throttling
        14. Summary
      3. Chapter 21. Manipulating Data with ASP.NET Data Controls
        1. ASP.NET Controls in SharePoint Designer
        2. Configuring the Toolbox SqlDataSource Control
          1. Configuring an Oracle Connection with SqlDataSource
        3. Inserting an Existing Data Source Control
        4. Configuring the GridView Control
        5. Summary
      4. Chapter 22. Overview of XSLT List View and Data View Web Parts in SharePoint 2010
        1. Demystifying View Terminology: List View, Data Form, XLV, and More
        2. What Are SharePoint Views?
          1. Basic View Architecture
          2. Types of SharePoint Views
          3. Managing SharePoint Views
          4. Working with Views in Site Collections
          5. New with Views in SharePoint 2010
          6. List View Page Model
          7. SharePoint View Anatomy: Things You Should Know
        3. XSLT Defined
        4. The Role of XSLT in SharePoint 2010
          1. Site Collection XSLT Files
          2. Web Front-end XSLT Files
        5. Working with Views in SharePoint Designer
          1. A History of List Views in SharePoint Designer 2007
          2. Back to the Future: XLVs in SharePoint Designer 2010
          3. Editing Options for XLVs in SharePoint Designer 2010
          4. XLVs and Ribbon Interaction in the Web Interface
          5. XLVs Behind the Scenes
          6. The LVWP Still Exists in SharePoint 2010!
          7. LVWPs and Ribbon Interaction in the Web Interface
          8. LVWPs Behind the Scenes
          9. DFWPs in SharePoint Designer 2010
          10. Editing Options for DFWPs in SharePoint Designer 2010
          11. DFWPs in the Web Interface and Ribbon Interaction
          12. DFWPs Behind the Scenes
          13. View Types That Do Not Display in SharePoint Designer
        6. Data Source Task Pane and Data Types
          1. Data Types and DFWPs: Formatting the Date Field
          2. Data Types and XLVs: Formatting the Date Field
        7. Which View Should I Use?
          1. Scenarios for Using the DVWP (DFWP)
          2. Scenarios for Using the XLV
        8. Summary
      5. Chapter 23. Working with XSLT List View Web Parts (XLVs)
        1. Creating XLVs in SharePoint Designer
          1. Creating an XLV from the Views Part and Views Ribbon
          2. Creating New XLVs via All Files
          3. Hyperlinking the Document Icon in 2010 Library Views
          4. Customizing XLV Pages
        2. Adding XLVs to Other Pages and Sites
          1. Exporting XLVs to Other Sites: Reusable XLVs
        3. Creating a New XLV from Access
          1. Creating a New HTML View in SharePoint Designer
        4. Styling the XLV
          1. Tabular Views and Individual Item Checkboxes
          2. Adding the List Items Menu and Linking to Items
          3. Modifying Columns
          4. Modifying Data Types
          5. Applying Conditional Formatting
          6. Setting Filtering Criteria
          7. Pagination and Toolbar Options
          8. Inline Editing
          9. Asynchronous Behavior with XLVs (AJAX)
          10. Folder Scope
          11. Setting Data View Preview Templates
          12. Changing the View Style
        5. Customizing XSLT
          1. XSLT Customization Options in SharePoint Designer
          2. Why Customize a View
          3. Reverting XSLT
        6. Creating Custom XSLT Styles for XLVs
          1. Where Custom XSLT Styles Are Stored
          2. Creating a New XSLT View Style (File)
          3. Adding the List View Style Content Type to the Style Library
          4. Modifying the XSLT File’s Properties in the Style Library
          5. Apply the New Style to an XLV
          6. Considerations When Creating Custom XSLT Files
          7. Applying Custom XSLT Files via the Web Interface
        7. XLVs and DFWPs Working Together
          1. Creating New, Edit, and Display Item Forms
          2. Creating a New Item DFWP for the Training List
          3. Creating a New Contact Form
          4. Creating Web Part Connections Between XLVs and DFWPs
        8. Summary
      6. Chapter 24. Working with the Data View and Data Form Web Parts
        1. Creating DFWPs in SharePoint Designer
          1. Adding the New Icon to DFWPs and Formatting Fields
          2. Adding the DocIcon Image to DFWPs
          3. Applying Inline Editing to DFWPs
          4. Adding Filtering and Sorting to a DFWP
        2. Aggregating List Data with SPDataSource
          1. Hyperlinking Fields in Data View Rollups
          2. Styling the CrossList DFWP
          3. Paging and Security Trimming
        3. Cross-site Collection List Lookup Using SOAP
        4. Using the XLV and DFWP to Add Ratings to Blogs
          1. Adding Ratings to the post.aspx Page
          2. Adding Ratings to the Blog Home Page
          3. Creating a Top Rating Posts DFWP
          4. Using a DFWP for the Blog Home Page Posts Summary
        5. Real World: Creating a Slider DFWP
        6. Summary
      7. Chapter 25. Configuring and Customizing List Forms
        1. Working with List Forms in SharePoint
          1. InfoPath versus ASPX List Forms
          2. Why Custom List Forms?
          3. Form Options in SharePoint Designer 2010
          4. Getting Technical: Anatomy of List Form Pages
          5. Looking Inside a List Form in SharePoint Designer
          6. Editing List Forms via the Web Interface
          7. Best Practices for Customizing List Forms in SharePoint 2010
          8. Changes Between Forms in SharePoint Designer 2007 and 2010
        2. Creating Custom (ASPX) List Forms
          1. Accessing List Forms in SharePoint Designer
          2. Creating Custom Forms from the List Settings Page
          3. Forms and the Dialog Framework
          4. Setting a Form Type as Default Post Form Creation
          5. Editing the New Form in SharePoint Designer
          6. Changing the Form’s Type Post Form Creation
          7. Creating Custom List Forms in Document Libraries
          8. Creating Custom Forms by Inserting a Custom List Form Control
          9. Working with Form Fields and Custom Forms
        3. Field Limit on Custom Forms
          1. Adding Conditional Formatting to ASPX List Forms
          2. Using Data View Form Controls
        4. Styling Custom List Forms
          1. Styling Custom Buttons and Button Usability
          2. Theming List Forms
          3. Modifying List Form Column (field) Widths
        5. Cascading Drop-down Fields with jQuery
        6. Configuring Custom Forms for Multiple Content Types
          1. Why Use Different Forms for Different Content Types?
          2. Form Behavior with Multiple Content Types
          3. Process for Creating Separate Content Type (Custom) Forms
          4. Ensuring Form Consistency with Multiple Content Types
        7. Summary
      8. Chapter 26. Customizing List Forms with InfoPath 2010 Forms
        1. InfoPath 2010
          1. InfoPath Designer 2010 Backstage
          2. The InfoPath 2010 Workspace
          3. Looking Inside an InfoPath File: XSN Files
        2. The Role of InfoPath in SharePoint 2010
        3. Creating InfoPath List Forms
          1. Managing InfoPath Form Settings in the Web Interface
          2. InfoPath List Forms in SharePoint Designer 2010
          3. InfoPath and Custom ASPX List Forms
          4. Methods for Creating InfoPath List Forms
          5. Easily Publishing List Forms from InfoPath
          6. List and Content Types Supported for InfoPath List Forms
          7. Supported Field (Data) Types in InfoPath Forms
          8. Working with the InfoPath Form Web Part
          9. Using Views with InfoPath List Forms
          10. Appending Changes on Multiple Lines of Text Fields
        4. Designing InfoPath List Forms
          1. Adding and Deleting Fields
          2. Adding a New Data Connection
          3. Displaying Fields with a Repeating Section and Table
          4. Creating Rules to Manage Visibility of Content
        5. Creating Cascading Drop-downs
        6. Summary
      9. Chapter 27. Using Workflows and Creating Custom Workflows
        1. Getting Started with SharePoint Workflows
          1. Out-of-the-Box Workflows
          2. Working with the Out-of-the-Box Workflows
          3. Associating a Workflow
          4. Workflow and Content Types
          5. Modifying Existing Workflows
          6. Web Application Workflow Settings
        2. Creating Workflows Using SharePoint Designer
          1. Copy and Customize an Out-of-the-Box Workflow
        3. Types of Workflow
          1. List Workflow
          2. Reusable Workflows and Content Types
          3. Site Workflow
        4. Workflow Development Lifecycle
        5. Creating Workflows in Visio 2010
          1. Exporting from Visio and Importing into SharePoint Designer
        6. SharePoint Designer Workflow Tools
          1. Workflow Steps
          2. Workflow Conditions
          3. Workflow Actions
          4. Publish Globally
          5. Start Options
          6. Utility Actions
        7. Workflow Association and Initiation Forms
          1. Initiation Forms
        8. Creating Site Workflows
        9. Working with Task Actions in Workflows
          1. Creating and Customizing an Approval Workflow
          2. Approval Task in Detail
          3. Completion Conditions
          4. Adding Actions to Tasks
        10. Creating Workflows with Impersonation Steps
        11. Integrating User Profile Information with Workflows
        12. Workflow Management Lists
          1. Testing the Workflow Management List
        13. Customizing Workflow Emails
        14. Workflow Integration with Office Clients
        15. Managing Workflows
          1. Exporting Workflows
          2. Importing into Visual Studio
          3. Exporting to Visio
          4. Workflow Status
          5. Visual Representation of Workflow Status
          6. Logging
          7. Security
        16. Summary
      10. Chapter 28. Creating Custom List Actions: Adding Buttons to the Ribbon and List Item Menus
        1. Custom List Actions
          1. What Does a Custom Action Look Like in SharePoint 2010?
          2. Pros and Cons of Using SharePoint Designer for Custom Actions
        2. Creating and Configuring Custom List Actions
          1. Creating Custom Actions When Creating Custom List Forms
          2. Creating a Quick Step Custom Action in the Ribbon
          3. Creating Custom Actions in List Settings
          4. Custom Action Locations
          5. Setting the Type of Action
          6. Advanced Custom Action Options
          7. Considerations Around Adding Custom Actions to the Ribbon
        3. Creating a Custom Action to Print Lists
          1. Housekeeping: Enabling Server-side Scripts on ASPX Pages
          2. Creating the ASPX Page for the Print Command
          3. Adding the Print Command to the LIM
          4. Sharing Custom Action Resources Throughout Site Collections
        4. Associating Custom List Actions with Workflows
          1. Deleting a Workflow Currently Associated with a Custom Action
        5. Moving and Exporting Custom Actions
          1. Saving Lists with Custom Actions as List Templates
          2. Saving a Site as a Template (WSP)
        6. Extending Custom List Actions Using Features
          1. Custom List Actions: Behind the Scenes
          2. Reusable Custom Actions: Solution Files and Visual Studio
          3. Deploying a Custom Action to Other Locations
          4. Deploying a Custom Action to All Announcements Lists
        7. Summary
    15. Index