book

Beginning SharePoint® Designer 2010

Name: Beginning SharePoint® Designer 2010
ISBN: 9780470643167

by Bryan Phillips, Woodrow Windischman, Marcy Kellar, Asif Rehmani

November 2010

Beginner

593 pages

13h 59m

English

Wrox

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Copyright
ABOUT THE AUTHORS
ABOUT THE TECHNICAL EDITORS
Credits
ACKNOWLEDGMENTS
INTRODUCTION
WHO THIS BOOK IS FORWHAT THIS BOOK COVERSHOW THIS BOOK IS STRUCTUREDWHAT YOU NEED TO USE THIS BOOKCONVENTIONSSOURCE CODEERRATAP2PWROX.COM
I. The Lay of The Land
1. Exploring SharePoint Designer
1.1. WHAT IS SHAREPOINT DESIGNER 2010?1.2. ALL IN THE FAMILY1.3. A BACKSTAGE PASS1.3.1. Backstage Sections1.3.1.1. The Sites Section1.3.1.2. The Pages Section1.3.1.3. The Add Item Section1.3.1.4. The Help Section1.3.2. SharePoint Designer Application Options1.3.2.1. The General Page1.3.2.2. The Language Page1.3.2.3. The Customize Ribbon Page1.3.2.4. The Quick Access Toolbar Page1.3.2.5. The Add-Ins Page1.3.2.6. The Trust Center Page1.4. DIGGING FOR ARTIFACTS1.4.1. The Site Summary Page1.4.1.1. Site Ribbon Tab1.4.1.2. Site Summary Page Blocks1.4.2. Other Site Object Views1.4.2.1. Lists and Libraries1.4.2.2. Workflows1.4.2.3. Site Pages1.4.2.4. Site Assets1.4.2.5. Content Types1.4.2.6. Site Columns1.4.2.7. External Content Types1.4.2.8. Data Sources1.4.2.9. Master Pages, and Page Layouts1.4.2.10. Site Groups1.4.2.11. Subsites1.4.2.12. All Files1.5. GOVERNING SHAREPOINT DESIGNER1.6. SUMMARY
II. Let's Get Visual
2. Editing Pages
2.1. WHAT'S IN A "PAGE"?2.1.1. Design View2.1.1.1. Visual Aids and Page Sizes2.1.1.2. Safe and Advanced Editing Modes2.1.1.2.1. Safe Mode2.1.1.2.2. Advanced Mode2.1.2. Code View2.1.2.1. IntelliSense2.1.2.2. Code Snippets2.1.2.3. Visual Coding2.1.3. Split View2.2. USING TASK PANES AND RIBBON TABS TO GET WORK DONE2.2.1. Managing Task Panes2.2.2. Task Pane Function Overview2.2.2.1. Properties Panes2.2.2.2. CSS Management Panes2.2.2.3. Internal Insertable Elements Panes2.2.2.4. Reporting Panes2.2.2.5. External Insertable Elements Panes2.2.3. Ribbon Tabs and Their Functions2.2.3.1. Tables2.2.3.2. Pictures2.2.3.3. Links2.2.3.4. Controls2.2.3.5. Web Parts2.2.3.6. Symbols2.3. SUMMARY

3. The Anatomy of a SharePoint Page
3.1. HOW SHAREPOINT PAGES WORK3.2. PAGE TYPES3.2.1. SharePoint Content Pages3.2.1.1. Web Part Pages3.2.1.2. Wiki Pages3.2.1.3. View Pages3.2.1.4. A Note about Page Customization3.3. MASTER PAGES3.3.1. Master Page Locations3.3.2. Default Master Pages3.3.2.1. v4.master3.3.2.2. default.master3.3.2.3. minimal.master3.3.2.4. simple.master3.3.2.5. MWSDefaultv4.master3.3.2.6. nightandday.master3.3.3. Other Master Pages3.3.4. Modifying the Default Master Page3.3.5. Applying a New Master Page3.4. CREATING CUSTOM MASTER PAGES3.4.1.3.4.1.1. Required Placeholders3.4.1.2. Unused Placeholders3.4.1.3. Required Controls3.4.2. Broken Master Pages3.5. EXAMPLE SCENARIOS3.5.1. Scenario 1: Fixed Width Layout3.5.2. Scenario 2: Changing the Location of the Search Box3.5.3. Scenario 3: Registering External CSS3.6. SUMMARY
4. Publishing Pages
4.1. WEB CONTENT MANAGEMENT OVERVIEW4.1.1. Creating a Web Content Management Strategy4.1.1.1. Who Owns The Content?4.1.1.2. Who Will Review And Approve The Content?4.1.1.3. Does Content Already Exist?4.1.1.4. Do You Want To Apply The Company Brand To The Site?4.2. GETTING STARTED WITH PUBLISHING4.2.1. Mixing Publishing and Collaboration Features4.2.2. A Question Of Understanding4.3. PUBLISHING PAGES4.3.1. Publishing Master Pages4.3.1.1. The Master Page Gallery4.3.1.2. Editing the Example Publishing Master Page4.3.1.3. Creating Custom Master Pages4.3.1.4. Importing a Starter Master Page4.3.2. Page Layouts4.3.2.1. Foreshadowing Content Types4.3.2.2. Page Layouts for Micro-design4.4. PUTTING IT ALL TOGETHER4.4.1.4.4.1.1. Solution and Design4.4.1.2. Creating Custom Site Columns4.4.1.3. Creating a Custom Page Layout4.4.1.4. Field Controls4.5. SUMMARY
5. Styles and Themes
5.1. STYLE DEFINED5.1.1. The Anatomy of CSS Rule Sets5.1.2. Applying CSS to Your HTML5.1.3. Inheritance and Priority5.1.4. CSS Best Practices5.2. SHAREPOINT DESIGNER'S CSS TOOLS5.2.1. View and Style Tabs5.2.2. Task Panes5.3. STYLING YOUR SITE5.3.1. Key UI Elements in SharePoint5.3.2. Themes5.3.3. Other Things to Consider5.4. SUMMARY
III. Data Galore
6. Lists, Libraries, & Internal Content Types
6.1. SHARING YOUR DOCUMENTS AND DATA6.2. BUILT-IN LISTS AND LIBRARIES6.3. CUSTOMIZING LISTS AND LIBRARIES6.3.1. Adding Fields6.3.2. Is It Data or Metadata?6.3.3. Normal versus Promoted Fields6.3.4. Changing Permissions6.3.5. Versioning6.3.6. Reusing Your Lists and Libraries6.4. SORTING, FILTERING, AND GROUPING6.4.1. Creating Views6.4.2. Sorting and Filtering6.4.3. Grouping and Aggregations6.4.4. Additional Settings6.5. STRUCTURING YOUR DATA WITH CONTENT TYPES6.5.1. Making Structure and Order Portable6.5.2. Hiding and Requiring Fields6.6. SUMMARY
7. Data Sources and External Content Types
7.1. GETTING AT YOUR DATA7.2. LISTS AND LIBRARIES7.3. DATABASES7.4. XML FILES7.5. REST-BASED WEB SERVICES7.5.1. HTTP Method7.5.2. Data Command7.5.3. Parameters7.6. SOAP-BASED WEB SERVICES7.6.1. Service Description Location7.6.2. Data Command7.6.3. Port7.6.4. Operation7.6.5. Parameters7.7. BUSINESS CONNECTIVITY SERVICES7.8. JOINING YOUR DISPARATE DATA7.9. SUMMARY
8. XSLT Data Views and Forms
8.1. TWO TYPES OF WEB PARTS TO WORK WITH DATA8.1.1. XSLT List View Web Part8.1.1.1. A Little Bit of History8.1.1.2. What's New in SharePoint 20108.1.2. XSLT Data Form Web Part8.2. MANAGING VIEWS OF DATA8.2.1. Custom Views of Lists and Libraries8.2.2. Custom Views to External Sources of Data8.3. CREATING CUSTOM FORMS8.3.1. Creating Data Forms8.3.2. Creating List Forms8.3.3. Using Custom Actions to Execute List Forms8.4. SUMMARY
9. InfoPath Integration
9.1. THE PATH TO GATHERING INFO9.1.1. Using Rules for Conditional Formatting and Data Validation9.1.2. Fetching Data from Multiple Repositories9.1.3. Publishing Forms to a Variety of Locations9.2. CUSTOMIZING SHAREPOINT LIST FORMS9.2.1. Building List Forms Using InfoPath9.2.2. Displaying Forms Using InfoPath Form Web Part9.3. CUSTOMIZING SHAREPOINT LIBRARY FORMS9.3.1. Creating the InfoPath Form Template9.3.2. Publishing to the Form Library9.4. SUMMARY
IV. Taking Action
10. Web Part Connections
10.1. TYPES OF WEB PARTS10.1.1. Web Part Gallery10.1.2. Configuring and Arranging Web Parts10.1.3. Personalization10.1.4. Exporting Web Part Configurations10.2. CREATING A COMPOSITE USER INTERFACE10.2.1. Web Part Connections10.2.2. Example Scenarios10.2.2.1. Dashboards10.2.2.2. Task-centric Workspaces10.3. SUMMARY
11. Workflow Basics
11.1. WAYS TO CREATE WORKFLOWS IN SHAREPOINT11.1.1. Built-in Workflow Templates11.1.2. SharePoint Designer 2010 Workflows11.1.3. Visual Studio Workflows11.2. SHAREPOINT DESIGNER 2010 WORKFLOW ELEMENTS11.2.1. Workflow General Settings11.2.1.1. Workflow Information11.2.1.2. Customization11.2.1.3. Settings11.2.1.4. Workflow Start Options11.2.1.5. Forms11.2.2. Initiation parameters11.2.3. Initiation Form11.2.4. Association Columns11.2.5. Variables11.2.6. Steps11.2.7. Impersonation Steps11.2.8. Conditions11.2.9. Actions11.2.9.1. Core Actions11.2.9.2. List Actions11.2.9.3. Task Actions11.2.9.4. Utility Actions11.2.9.5. Relational Actions11.2.9.6. Document Set Actions11.2.10. parallel Block11.2.11. Advanced Properties11.2.12. Saving and Publishing the Workflow11.3. AUTOMATING PROCESSES USING SHAREPOINT DESIGNER 2010 WORKFLOWS11.3.1. List Workflows11.3.2. Reusable Workflows11.3.3. Site Workflows11.4. SHAREPOINT DESIGNER 2010 WORKFLOW CONSIDERATIONS11.4.1. Limitations11.4.2. Ramifications and Cautions11.5. SUMMARY
12. Advanced Workflows
12.1. MODELING WORKFLOWS USING VISIO 201012.1.1. Exploring the Visio 2010 SharePoint Workflow Stencils12.1.2. Building the Visio Workflow12.2. WORKING WITH VISIO 2010 WORKFLOWS IN SHAREPOINT DESIGNER 201012.2.1. Importing Workflows in SharePoint Designer 201012.2.2. Configuring and Publishing the Workflow12.2.3. Visualizing a Workflow Using Visio Visualization12.2.4. Exporting the Workflow12.3. CUSTOMIZING WORKFLOW FORMS WITH INFOPATH 201012.4. BUILT-IN GLOBAL WORKFLOWS12.4.1. Creating New Globally Reusable Workflows12.4.2. Using the Task Process Designer12.5. EXPORTING WORKFLOWS AS A PACKAGE12.5.1. Deploying a Workflow Package to a Site Collection12.5.2. Importing a Workflow Package in Visual Studio12.6. SUMMARY
13. Client-side Programming in JavaScript
13.1. THE CLIENT OBJECT MODEL13.2. GETTING STARTED13.3. RETRIEVING DATA USING CAML13.4. QUERYING DOCUMENT LIBRARIES13.5. MANAGING LIST ITEMS13.6. MANAGING USER CUSTOM ACTIONS13.7. SUMMARY
14. Client-side Programming in Silverlight
14.1. WHY SILVERLIGHT?14.2. GETTING STARTED14.2.1. Creating a New Silverlight Application14.2.2. Adding a Silverlight Web Part to a Web Page14.2.3. Debugging a Silverlight Project14.3. RETRIEVING DATA USING SILVERLIGHT14.4. MANAGING LISTS AND LIBRARIES14.5. MANAGING FILES AND FOLDERS14.6. MANAGING NAVIGATION14.7. LIMITATIONS14.8. SUMMARY
A. A Brief History of SharePoint and SharePoint Designer
A.1. FROM FRONTPAGE TO SHAREPOINT DESIGNERA.2. THE SHAREPOINT FAMILY TREEA.2.1. The Years BSP (Before SharePoint)A.2.2. Fraternal Twins — It's All in the NameA.2.2.1. SharePoint Team Services (1.0)A.2.2.2. SharePoint Portal Server 2001A.2.3. Let's Get Together — Casting the (dot) NetA.2.3.1. Windows SharePoint Services — A Platform Is BornA.2.3.2. Opening a New PortalA.3. GATHERING MOSS — WINDOWS SHAREPOINT SERVICES 3.0 AND MICROSOFT OFFICE SHAREPOINT SERVER 2007A.4. CONTINUING EVOLUTION — SHAREPOINT FOUNDATION 2010 AND SHAREPOINT SERVER 2010
B. Just What Is SharePoint Anyway?
B.1. A DEFAULT SHAREPOINT HOME PAGEB.2. SHAREPOINT CONTENT: LISTS, LIBRARIES, AND MOREB.2.1. List and Library TypesB.2.2. Customizing Lists and LibrariesB.2.2.1. Columns (Fields)B.2.2.2. Content TypesB.2.2.3. Understanding ViewsB.3. WEB PARTSB.3.1. In the ZoneB.3.2. Making the ConnectionB.4. MANAGING A SHAREPOINT SITEB.4.1. Users and PermissionsB.4.1.1. Managing UsersB.4.1.2. Managing GroupsB.4.1.3. Look and Feel — Navigational Elements and MoreB.4.2. Using GalleriesB.5. ARCHITECTURAL BACKGROUND ON THE SERVERB.5.1. Central AdministrationB.5.2. The File StructureB.5.3. The SharePoint DatabasesB.5.3.1. The Configuration DatabaseB.5.3.2. The Content Databases

Content preview from Beginning SharePoint® Designer 2010

ABOUT THE AUTHORS

WOODY WINDISCHMAN is a technology trainer and consultant with more than 20 years' experience in a variety of roles, allowing him to see problems holistically and come up with appropriate solutions. His experience in SharePoint-related technologies started even before SharePoint became a product, with predecessors such as Site Server, the Digital Dashboard Resource Kit, and the earliest versions of Microsoft FrontPage. Since then, Woody's been deeply involved in the SharePoint community — first having been awarded Microsoft SharePoint MVP from October 2005 through September 2007, and again in 2009. He spent a year working directly for the SharePoint product team. He's active on Twitter (as WoodyWindy) as well as several other online SharePoint communities, including the TechNet and MSDN forums. His SharePoint blog, www.thesanitypoint.com, has been based on SharePoint for almost its entire existence.

BRYAN PHILLIPS is a senior partner at Composable Systems, LLC (www.composablesystems.net) and a Microsoft Most Valuable Professional in SharePoint Services. He is a co-author of Professional Microsoft Office SharePoint Designer 2007 and maintains a SharePoint-related blog at http://bphillips76.spaces.live.com. Bryan has worked with Microsoft technologies since 1997 and holds the Microsoft Certified Trainer (MCT), Microsoft Certified Solution Developer (MCSD), Microsoft Certified Database Administrator (MCDBA), and Microsoft Certified Systems Engineer (MCSE) certifications. ...

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Beginning SharePoint® Designer 2010

by Bryan Phillips, Woodrow Windischman, Marcy Kellar, Asif Rehmani

ABOUT THE AUTHORS

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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