Index

A

Advanced site customizations, 263

navigation system. See Navigation system

SharePoint 2010 search. See SharePoint 2010 search

ASP.NET navigation, 264

ASPX and HTML page, 105

Association column, 398

Association parameters, 398

Basic Search Center template, 281

Built-in workflow

action drop-down list, 417

approval workflow, 413

Associate to List drop-down, 419

association form, 421

copying and modifying, 412

function editor button, 415

initiation form parameters, 415

lookup workflow, 416

manual workflow, 422, 423

reusable workflow, 413

status page, 424, 426

string builder, 417

task form, 425

task process action, 414

workflow configuration form, 420

B

Business Connectivity Services (BCS), 325

features by version, 325-326

terminology, 325

C

Cascading Style Sheets (CSS), 196-197

Client Object Model, 184

Client-side object model (CSOM)

class map, 293

components, 292, 293

proxy layer, 293

Client-Side Programming, 291

CAML query list and library, 308–311

Client-Side Anti-Patterns, 300

Client-Side Script, 300

Object Properties reading and writing, 303–308

SharePoint Client Object Model

classes map, 293

common objects and client equivalent, 296

components, 292, 293

ECMAScript, 295–296

.NET Framework, 294

Performance and scalability, 298–300

proxy layer, 293–294

Silverlight application, 294–295

User Experience, 296–298

vs. Server-Side Programming, 292

Test Environment creation, 301–303

Collaborative Application Markup Language (CAML) query, 297

Content deployment

full deployment, 228

incremental deployment, 228

quick deployment, 228

single-form topology, 228

three-form topology, 229

two-form topology, 229

users and network infrastructures, 228

Content Query web part (CQWP), 184

Content type, 70

addition and modification, 71

Black Box Company, 74, 75

calculated column, 80–82

creation, 70, 71

custom list creation, 78, 79, 80

definition, 70

departmental documents, 70

document content type, 70

Content type (cont.)

information management policy settings, 76, 77

look up column, 82–84

new site column creation, 74

site column

addition, 77–78

creation, 71–73

workflow, 76

CSS file, 178

Custom actions, 92

creation, 93–95

rights mask, 93

sequence number, 92

D

Data list

Column Editor

Line Total field, 150

Order Number field, 151

State field, 148

Order lines list

complete, 151

list items, 152

partial, 149

Orders list

complete, 149

list items, 152

partial, 147

projected field, 147

States list

definition, 147

list items, 152

Data page

connections and parameters, 165–174

customized report page

data view Web part insertion, 163

Orders report page, 165

page editor, 164

Sort and Group dialog box, 163

Web part page templates, 162

Data Source Details (DSD) task, 168

DataFormWebPart (DFWP), 141, 145–146

Digital Asset Management, 184

Displaying data, 131

data pages. See Data page

data sources, 132

database connections, 138–139

external lists, 138

gallery, 132, 133

linked data sources, 136–138

lists and libraries, 133–136

server-side script connections, 140–141

web service connections, 140

XML file connections, 139–140

data view, 132

data form web parts, 141, 145–146

Data Source Details task pane, 142

list view web parts, 141, 144, 145

XSLT formatting, Page Editor Split view, 143, 144

Document Information Panel

choice column creation, 384

content type creation, 385

Content Type Editor, 386

DIP settings page link, 387

form template, 386

project document

document creation, 390

library settings, 390

settings page, 386, 388

site column creation, 383

in Word, 390

Document sets, 84–84

E

ECMAScript Client Object Model, 295–296

Editing surface

Code view

Code Snippets, 49–52

IntelliSense, 49

Design mode, 48

Page properties summary, 47

Split View, 52

Enterprise Search Center template, 281

External Columns, 343– 348

External content type, 327

Central Administration

application management, 342

Business Data Connectivity Service, 342

Set Permissions Context, 342

create operations, 332–335

Customer table and New Update Operation, 339

external data source type selector, 327

field mappings, 339

new external content type information, 337

.NET Type, 328, 329

SQL Serve, 329, 330

WCF service, 330–332

External Data, 315

data source

REST-Based Web Services, 320–322

SOAP-Based Web Services, 323–325

XML data, 316, 318

external columns. See External columns

external content type. See External content type

external list. See External list

LOB systems, 316

External List, 336

AdventureWorksCustomer, 341

Customer dialog box, 341

Extranet, 176

F, G

FAST Search Center, 281

FAST Search Server 2010, 277

Federated Search Web Parts, 280

Field controls, 226

Form library, 360

approval workflow configuration, 374

Content Types Picker, 375

Fields pane, 362

Form content type settings page, 372

form template selection, 362

InfoPath Designer, 365

InfoPath form, web browser, 376

Publishing Wizard

adding promoted fields, 371

content type creation, 368

content type naming, 369

entering site URL, 366

setting the destination type, 367

setting the template location, 370

second table layout removal, 364

Workflow settings page, 373

Form security levels, InfoPath

configuration, 356

Domain security level, 355

Full Trust mode, 356

restricted level, 355

H

High-Level SharePoint Branding

effort levels, 186

considerations, 186–187

high effort, 186

low effort, 186

medium effort, 186

image editors, 189

key elements, 185

PowerPoint 2010, 189

Visio 2010, 189

HTML markup, 225

I, J, K

Image editors, 189

Impersonation step, 396

InfoPath forms, 351

association form, 428

behavior, 359

DLLs, 359

rules, 359

Sandboxed code, 359

designing form templates, 353

Document Information Panel. See Document Information Panel

form-filling environment, 352

InfoPath Designer 2010, 352

InfoPath filler 2010, 352

InfoPath forms services 2010, 352

Form Library. See Form Library

form templates

data connections, 357

roles, 358

security and filling environments, 357

views, 358

initiation form, 429

integration with SharePoint

document information panel, 354

form template, 354

SharePoint Server Enterprise Site Collection feature, 354

task forms, 354

List forms. See List forms

publishing templates, 360

InfoPath forms (cont.)

security considerations

configuration, 356

Domain security level, 355

Full Trust mode, 356

restricted levels, 355

SharePoint integration, 353

SharePoint site, 360

web-based forms, 353

workflow settings page, 427

Initiation parameters, 398

Internet, 176

Intranet, 176

L

Library templates, 63

Line-of-business (LOB) systems, 316

List

browser

list creation, 64–65

list hiding, 68–69

settings, 69

SharePoint Designer 2010, 65

contacts settings page, 67

content type, 69–71, 74–78

customization, 68

data management, 69

list information area, 67

settings pane, 68

templates, 62–63

List forms

in browser, 382

customized forms, 382

customized template file, 382

default InfoPath list form, 379

default new item form, 378

Finished list form template, 381

Form menu item customization, 378

Issue Tracking list, 377

Pasting fields, 380

List workflow, 396

ListSiteMapPath control, 267

ListViewWebPart (LVWP), 141, 144–145

M

Master Page, 98–99

Master Page modification

common problems, 215–216

Custom Header

breadcrumb navigation, 209

CSS code, 210

files importing, 206

Finished customized site, 211

GlobalSiteLink3 code, 209

placeholders, 212–215

social media controls, 208, 209

s4-titlelogo code, 206–207

TitleTable.txt, 211

footer addition, 203

coding, 203

dialog box, 205

Site reflecting changes, 204

s4-notdlg, 205

out-of-the-box master pages, 197–198

Asset menu, 199

Copy master page, 198

Default Master Page menu item, 201

file renaming, 199

Linked style sheet code, 200

Site Definition customization warning, 200

Style sheet attachment, 200

Recycle Bin and All Site Content link

coding, 202

Quick Launch pane, 201

s4-specialNavLinkList class, 202

visibility set, 203

StarterMasterPage, 215

Metadata, 61

Microsoft Search Server 2010, 277

Multilingual user interface (MUI), 178–179

N, O

Navigation system, 263

ASP.NET navigation, 264

content area, 263

global menu, 263

local menu, 263

navigation control

common control, 265–267

nonpublishing sites, 267–268

publishing sites, 268–269

SharePoint navigation, 265

site navigation customization, 269–276

typical site layout, 264

.NET Framework Client Object Model, 294

.NET Type, 328, 329

P, Q

Page creation

libraries

Site Assets library, 53

Site Pages library, 53

page templates, 52

Web part pages

Code view, 56

layouts, 54

Page Editor

editing surface

Code view, 48–52

Design mode, 48

Split View, 52

Page creation

libraries, 53

page templates, 52–53

Web part pages, 54–57

Ribbon menu

Home Tab, 36–40

Insert Tab, 40–41

Layout Tab, 41–42

View Tab, 42–47

Status Bar, 52

task panes

External Resources panes, 35

Properties Panes, 28

Reporting panes, 33

Styles and Behaviors panes, 29

Tools panes, 32

People Search Web Parts, 280

Personalization menu, 111

PowerPoint 2010, 189

Publishing Page

anatomy, 223–224

content type, 224–225

field controls, 225–226

Out-of-the-Box Publishing types and layouts, 224–225

Publishing site management, 217

Content deployment, 228

full deployment, 228

incremental deployment, 228

quick deployment, 228

single-form topology, 228, 229

three-form topology, 229

two-form topology, 229

users and network infrastructures, 228

content page editing

content page warning, 239

edit mode, 239

Publishing task form, 242

Schedule Page, 240

View Tasks menu item, 241

Workflow initiation form, 241

navigation, 227

new page content and page layout

column widths, 256

Completed content page, 260

Completed page layout design, 257

content placeholders, 255

content types, 252–254

dialog box creation, 258

PlaceHolderMain content area layout, 256

product information page design, 248

publishing page, 259

reusable page layout, 248

site columns gallery page, 249–251

page layout change, 242–247

publishing features, 229

publishing infrastructure, 230–231

SharePoint Server Publishing feature, 231–232

publishing site set up, 232

Anonymous Access, 236

Navigation settings, 238

new web application creation, 234

SharePoint group, 237

site collection, 235

web application management, 233

SharePoint publishing road map, 262

SharePoint workflow, 218

approval status, 221

Content scheduling, 221–222

minor version, 220

publishing templates, 222–223

simple moderation, 222

WorkflowSequence, 218–220

user roles and permission level, 217–218

variations, 227

web content management, 217

R

REST-Based Web Services, 320–322

REST service connections, 140

Reusable workflow, 396

Custom Task Wizard

task field adding, 433

task field settings, 433

task name assigning, 432

data collection, user action, 434

Lookup ID, 436

Moderator field setting, 435

Moderator lookup, 435

Moderator site column

creation, 430

data collection, User action, 432

editing, 431

task user/group assignment setting, 434

Ribbon menu

Home Tab

Advanced mode, 36–38

Quick Tag Editor, 39–40

Skewer Click menu, 38–39

Insert Tab

Picture Tools menu, 41

sections, 40

Table Tools menu, 41

Layout Tab, 41–42

View Tab

List View Tools menu, 46–47

Page Sizes and design elements, 45, 46

Visual Aids menu, 43–44

Zoom to Contents button, 42

RSS Viewer web part properties, 113

S

Sequential workflows, 400

SharePoint 2010 search

Basic Search Center deployment and customization, 282–285

catagories, 277

Enterprise Search Center deployment and customization, 285–289

Search Experience, 282

search site template, 281

Web parts, 278

Additional Search Web Parts, 280- 281

Basic Search Center web parts, 279

Federated Search Web Parts, 280

People Search Web Parts, 280

Standard Search Web Parts, 279

SharePoint branding

advantages, 175

high-level. See High-Level SharePoint Branding

master page modification. See Master Page modification

SharePoint 2010

Accessibility, 184

client object model, 184

Digital Asset Management, 184

new controls, 179

Ribbon, 179

Silverlight, 184

Standard Compliance, 185

themes, 179–183

wiki pages, 184

SharePoint Designer. See SharePoint Designer

site type consideration

extranet, 176

internet, 176

intranet, 176

2007 vs. 2010, 176

CSS file, 178

master pages, 177

multilingual yser interface, 178–179

themes, 177

Wiki Pages, 177

SharePoint Designer (SPD)

administrators, 24

advantages, 190

application layout, 15–16

Backstage area, Site page, 17–18

compatible OSs, 6

corev4.css, 196

creating and editing pages. See Page Editor

CSS

defined style, 194

modification, 193–194

definition, 3

developers, 24

external content type editor, 5

FrontPage

editor, 4

explorer, 4

IIS extensions, 4

Microsoft Expression Web, 4

Microsoft SharePoint Designer, 4

version 97 and 98, 4

version 2000 and 2003, 4

installation

customization screen, 8

main menu, 7

package, 6

rules and restrictions, 5–6

main window

gallary pages, 21

navigation controls, 20–21

object editors, 22

Page Editor window, 22, 23

settings pages, 21, 22

Navigation pane, 19–20

Ribbon menu, 17

simple branding, 190

site designers, 24

site templates

collaboration sites, 24

publishing sites, 24

tools, 23–24

user interface enhancements, 5

workflow design enhancements, 5

Silverlight, 184

Silverlight Client Object Model, 294

Simple moderation, 222

Site workflow, 397

creation, 438

e-mail message configuration, 441, 442

initiation parameters, 438

mapping values, 439

new list item creation, 440

positive self-task, 442

Site Feedback list, 445

status page, 444

SOAP-Based Web Services, 323–325

splashLinkFrame, 243

SPTreeView control, 266

SQL Server, 329, 330

SQL Server Reporting Services (SSRS), 292

Standard Search Web Parts, 279

T, U

Task Behavior actions, 403

Task panes, 27

External Resources panes

Clip Art, 35

Clipboard, 36

Properties panes

CSS Properties, 29

Tag Properties, 28

Reporting panes

Accessibility, 34

Compatibility, 34

CSS Reports, 34–35

Find 1 and Find 2, 34

Hyperlinks, 34

Styles and Behaviors panes

Apply Styles, 29

Behaviors, 29

Layers, 30

Manage Styles, 29

Tools panes

Conditional Formatting, 33

Data Source Details, 33

Toolbox, 32–33

Task Process action, 403

Templates

customized list or library, 95–96

library templates, 63

Web part page, 162

V

Vermeer Technologies Incorporated (VTI), 3

Views, 85

creation, 85

custom view, 87–92

filtering, 86

sorting and grouping, 86–87

Views and forms

Condition Criteria dialog box, 159

Conditional Formatting task pane, 160

Data Source Details task pane, 158

exploring and customizing, 153–155

Inline editing

List View, 157

Set Paging, 157

List View Tools menu

Design tab, 156

options tab, 155

Table tab, 156

Web Part tab, 156

Modify Style dialog box, 159

New custom form action, 162

New List Form dialog box, 161

onscreen options, 155

Order List setting page, 153

Taxes field, 158

Visio 2010, 189

W

W3C's Web Content Accessibility Guidelines (WCAG), 184

Web-Based Distributed Authoring and Versioning (WebDAV) and FTP, 4

Web content management (WCM), 217

Web Part Connection Wizard, 121, 122

Web Part Gallery, 106–107

Web Part management

adding and configuring web parts

Advanced mode, 107

Basic mode, 107

exporting, 123–126

fix broken pages, 126

Page creation, 98

ASPX and HTML pages, 105

Data view column picker, 109

Data view display template, 110

Data View menu, 108

Master pages, 98–99

Web part pages, 105, 107, 110

web part zones, 105

Wiki pages, 99–104

WikiContent, Code view, 108

Personal view

creation, 111–114

customized indicator, 116

vs. Shared view, 111

Web part Allow setting, 114

Web part menu, 115

Web partzone menu, 115

Web partzone properties, 116

Web Part Gallery, 106–107

web parts connection

Appearance settings, 120

Choice Filter, 119

connections wizard, 122

filter value selection, 123

Group filter, 120

page template, 119

Send Filter Values To option, 121

territory list values, 118

territory sales field list, 118

Web part page, 105

WelcomeSpash.aspx file, 243, 244

Wiki pages, 99–104, 177, 184

Windows Communication Foundation (WCF) service, 330, 331, 332

Windows Workflow Foundation (WF), 393

Wireframes, 187

Workflow, 393

association column, 398

association parameters, 398

built-in components

basic task actions, 408

data manipulation actions, 405

document and document set actions, 407–408

impersonation actions, 411

list item actions, 406–407

publishing approval, 403

relational actions, 411

task behavior actions, 403, 409–411

task process actions, 403, 409

workflow control actions, 404–406

components

action parameters, 403

conditional blocks, 402

impersonation step, 402

nested steps, 401

parallel blocks, embedded steps, 401

context data, 398

definition, 393

forms

ASP.NET forms, 399

association forms, 398

InfoPath forms, 399

initiation forms, 398

task forms, 399

impersonation step, 396

improved workflow visualization, 395

initiation parameters, 398

list workflow, 396

more-flexible workflow definitions, 395

security context, 396

site workflow, 397

variables, 398

workflow step and improvements, 395

X, Y, Z

XML data, 316, 317, 319

XsltListViewWebPart (XLV), 145