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