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Microsoft® SharePoint® Designer 2010: Step by Step

Book Description

The smart way to build applications with Microsoft SharePoint Designer 2010 -- one step at a time!

Experience learning made easy -- and quickly teach yourself how to create SharePoint 2010 applications and workflows with Microsoft SharePoint Designer 2010. With Step by Step, you set the pace -- building and practicing the skills you need, just when you need them!

  • Design solutions to meet your business scenario -- without code

  • Customize lists, libraries, and SharePoint site pages

  • Use Web Parts to display, edit, and modify list item data

  • Access data from a variety of external sources

  • Create workflows to automate business processes

  • Use master pages and CSS to control how sites work

  • Your Step by Step digital content includes:

  • All the books practice files -- ready to download and put to work.

  • Fully searchable online edition of this book -- with unlimited access on the Web.

  • Table of Contents

    1. Microsoft® SharePoint® Designer 2010: Step by Step
    2. Dedication
    3. A Note Regarding Supplemental Files
    4. Acknowledgments
    5. Is This the Right SharePoint Book for You?
      1. Buy This Book
      2. Do Not Buy This Book
    6. Introduction
      1. Your Companion eBook
    7. Using the Practice Files
      1. What’s on the Web?
      2. Minimum System Requirements
        1. Client Computer
        2. Client Software
        3. Server Computer
      3. Using the Practice Files for the Exercises
      4. Uploading the Solution WSP File
      5. Creating a Site from the Solution WSP File
      6. Removing the Solution Files
      7. Deleting a Practice Site
    8. Getting Help
      1. Getting Help with This Book
      2. Getting Help with Microsoft SharePoint Designer
    9. Features and Conventions of This Book
    10. I. Getting Started with Microsoft SharePoint Designer 2010
      1. 1. Exploring SharePoint Designer 2010
        1. Understanding SharePoint Designer 2010
        2. Using SharePoint Designer to Carry Out Common Tasks
        3. Understanding What’s New in SharePoint Designer 2010
        4. Creating Sites with SharePoint Designer
        5. Exploring the SharePoint Designer Shell
        6. Using SharePoint Designer to Explore a Web Page
        7. Using Task Panes
        8. Controlling the Use of SharePoint Designer
        9. Key Points
      2. 2. Working with SharePoint Sites
        1. Changing the Title, Description, and Theme of a Site
        2. Managing Site Users and Permissions
        3. Creating a Site Hierarchy
        4. Deleting a SharePoint Site
        5. Resetting a Site Template
        6. Exploring a SharePoint Site
        7. Navigating a Site’s Components
        8. Saving and Using a Site Template
        9. Key Points
    11. II. Working with Information
      1. 3. Working with Lists and Libraries
        1. Creating Lists and Libraries
        2. Creating an Issue Tracking List
        3. Importing Data into SharePoint
        4. Working with List Columns
        5. Using Calculated Columns
        6. Using Column Validation
        7. Creating an XSLT List View Web Part
        8. Customizing an XSLT List View Web Part
        9. Securing a List or a Library
        10. Adding Custom Actions
        11. Creating Server Ribbon Custom Actions
        12. Creating Site Columns
        13. Using Site Columns
        14. Creating Content Types
        15. Adding a Site Column to a Content Type
        16. Adding a Document Template to a Content Type
        17. Associating Content Types with Lists and Libraries
        18. Deleting SharePoint Objects
        19. Key Points
      2. 4. Creating and Modifying Web Pages
        1. Inserting Text, ScreenTips, Hyperlinks, and Images
        2. Working with Web Parts
        3. Changing the Home Page for a Web Site
        4. Modifying a List View Page
        5. Creating List View Pages
        6. Creating and Modifying a List Form Page
        7. Creating an ASP.NET Page
        8. Inserting a Web Part Zone
        9. Attaching a Master Page
        10. Managing Web Pages
        11. Key Points
      3. 5. Working with Data Views
        1. Creating a Data View
        2. Customizing Data Views
        3. Inline Editing
        4. Applying Conditional Formatting
        5. Showing and Hiding Content
        6. Using XSLT
        7. Using Formula Columns
        8. Working with XPath Expressions
        9. Deploying Web Parts
        10. Key Points
      4. 6. Working with Data Sources
        1. Using Data Sources
        2. Working with XML Data
        3. Connecting to an RSS Feed XML File
        4. Connecting to an RSS Feed Server-Side Script
        5. Connecting to SOAP Services
        6. Connecting to REST Services
        7. Connecting to a Database
        8. Using Linked Sources
        9. Connecting Web Parts
        10. Key Points
      5. 7. Using Business Connectivity Services
        1. What Is Business Connectivity Services?
        2. Creating Database External Data Sources
        3. Creating External Content Types
        4. Creating Office Application External Content Types
        5. Creating and Managing External Lists
        6. Working with Office Application External Content Types
        7. Exporting and Using the BDC Model
        8. Creating a Profile Page
        9. Using Associations
        10. Managing External Content Types
        11. Key Points
    12. III. Using Workflow
      1. 8. Understanding Workflows
        1. Working with Workflows
        2. Creating Workflows with SharePoint Designer
        3. Using Actions and Conditions
        4. Modifying a Workflow
        5. Deploying Workflows
        6. Creating a Multistep Workflow
        7. Creating a Site Workflow
        8. Using Visio to Map a Workflow
        9. Importing a Workflow from Visio
        10. Exporting a Workflow to a Visio Drawing
        11. Removing and Deleting Workflows
        12. Key Points
      2. 9. Using Reusable Workflows and Workflow Forms
        1. Creating and Using Reusable Workflows
        2. Creating Association Columns
        3. Using Workflow Templates
        4. Reusing Globally Reusable Workflows
        5. Creating Globally Reusable Workflows
        6. Creating Initiation and Association Forms
        7. Retrieving Values from Initiation Forms
        8. Modifying an InfoPath Form
        9. Publishing an InfoPath Form
        10. Modifying Initiation Form Parameters
        11. Modifying an Association Form
        12. Adding Association Fields to Initiation Forms
        13. Modifying Task Forms
        14. Key Points
    13. IV. Advanced Customizations
      1. 10. Branding SharePoint Sites
        1. Setting the CSS and Color Coding Page Editor Options
        2. Identifying Styles in Cascading Style Sheets
        3. Identifying Styles on Content Pages
        4. Creating and Attaching CSS Files
        5. Creating a Functioning HTML Page
        6. Creating Styles
        7. Modifying and Deleting Styles
        8. Using the Style Application Group Commands
        9. Understanding SharePoint’s CSS Inheritance
        10. Using IntelliSense to add CSS
        11. Using CSS Reports
        12. Key Points
      2. 11. Working with Master Pages
        1. Understanding Master Pages
          1. Default Master Pages
          2. Controls Used on the Master Page
        2. Copying and Saving a Master Page
        3. Customizing a Master Page
        4. Changing the Default Master Page
        5. Managing Content Placeholders
        6. Creating a Web Page from a Master Page
        7. Exporting Master Pages
        8. Resetting a Master Page to the Site Definition
        9. Key Points
      3. 12. Understanding Usability and Accessibility
        1. Implementing a User-Centered Design Methodology
        2. Establishing User and Compatibility Requirements
        3. Designing a Prototype
        4. Defining Accessible Branding
        5. Testing for Usability
        6. Understanding Accessibility Legislation and Testing
        7. Maintaining Legislation Compliance
        8. Key Points
      4. 13. Managing Web Content in the SharePoint Server Environment
        1. Creating a Publishing Site
        2. Understanding Web Content Management in SharePoint Server 2010
        3. Understanding the Page Model
        4. Creating a Page Layout
        5. Modifying a Page Layout
        6. Allowing Users to Rate Web Content
        7. Approving a Page Layout
        8. Restoring an Earlier Version of a Page Layout
        9. Detaching and Reattaching a Page Layout
        10. Key Points
      5. 14. Using Controls in Web Pages
        1. Working with the Ribbon and Tag Properties Task Pane
        2. Using a Standard ASP.NET Server Control
        3. Validating User Data Entry
        4. Using ASP.NET Validation Controls
        5. Using SharePoint Data View Controls
        6. Testing an ASP.NET Form
        7. Using SharePoint Server Controls
        8. Key Points
    14. A. SharePoint Designer Workflow Conditions and Actions
      1. Conditions
      2. Core Actions
      3. Document Set Actions
      4. List Actions
      5. Relational Actions
      6. Task Actions
      7. Task Behavior Actions
      8. Utility Actions
    15. B. Creating a New Approval Process
    16. C. Administrative Tasks Using SharePoint 2010
      1. Installing SharePoint Foundation 2010
      2. Creating a Site Collection
      3. Enabling All Site Templates on a SharePoint Server Site
      4. Restricting the Use of SharePoint Designer 2010 at the Web-Application Level
      5. Configuring Permissions on External Content Types
      6. Configuring the External Content Type Profile Page Host
      7. Enabling or Disabling User-Defined Workflows
    17. Glossary
    18. D. About the Author
    19. Index
    20. About the Author
    21. Copyright