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Beginning SharePoint Designer 2010

ISBN: 978-0-470-64316-7
600 pages
November 2010
Beginning SharePoint Designer 2010 (0470643161) cover image

Description

Teaching Web designers, developers, and IT professionals how to use the new version of SharePoint Designer

Covering both the design and business applications of SharePoint Designer, this complete Wrox guide brings readers thoroughly up to speed on how to use SharePoint Designer in an enterprise. You’ll learn to create and modify web pages, use CSS editing tools to modify themes, use Data View to create interactivity with SharePoint and other data, and much more. Coverage includes integration points with Visual Studio, Visio, and InfoPath.

  • Shows web designers, developers, and IT professionals how to use SharePoint Designer 2010 to customize Microsoft SharePoint Server 2010 and Windows SharePoint Services 4.0
  • Covers both the design and business application of SharePoint Designer 2010
  • Delves into modifying and enhancing every aspect of your SharePoint site—not just the look and feel
  • Explores creating and modifying web pages, how to add interactivity with SharePoint and other data, and using CSS editing tools to modify themes

With the explosive growth in SharePoint, this book is your key to customizing your SharePoint sites with SharePoint Designer 2010.

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Table of Contents

INTRODUCTION xxv

PART I: THE LAY OF THE LAND

CHAPTER 1: EXPLORING SHAREPOINT DESIGNER 3

What Is SharePoint Designer 2010? 3

All in the Family 4

A Backstage Pass 4

Digging for Artifacts 18

Governing SharePoint Designer 34

Summary 36

PART II: LET’S GET VISUAL

CHAPTER 2: EDITING PAGES 39

What’s in a “Page”? 39

Using Task Panes and Ribbon Tabs to Get Work Done 53

Summary 72

CHAPTER 3: THE ANATOMY OF A SHAREPOINT PAGE 73

How SharePoint Pages Work 73

Page Types 75

Master Pages 80

Creating Custom Master Pages 89

Example Scenarios 94

Summary 105

CHAPTER 4: PUBLISHING PAGES 107

Web Content Management Overview 107

Getting Started with Publishing 109

Publishing Pages 114

Putting it All Together 125

Summary 134

CHAPTER 5: STYLES AND THEMES 137

Style Defined 137

SharePoint Designer’s CSS Tools 151

Styling Your Site 173

Summary 192

PART III: DATA GALORE

CHAPTER 6: LISTS, LIBRARIES, & INTERNAL CONTENT TYPES 195

Sharing Your Documents and Data 195

Built-In Lists and Libraries 196

Customizing Lists and Libraries 200

Sorting, Filtering, and Grouping 214

Structuring Your Data with Content Types 224

Summary 234

CHAPTER 7: DATA SOURCES AND EXTERNAL CONTENT TYPES 235

Getting at Your Data 235

Lists and Libraries 238

Databases 238

XML Files 242

REST-Based Web Services 243

SOAP-Based Web Services 246

Business Connectivity Services 249

Joining Your Disparate Data 260

Summary 263

CHAPTER 8: XSLT DATA VIEWS AND FORMS 265

Two Types of Web Parts to Work with Data 265

Managing Views of Data 271

Creating Custom Forms 284

Summary 290

CHAPTER 9: INFOPATH INTEGRATION 291

The Path to Gathering Info 291

Customizing SharePoint List Forms 300

Customizing SharePoint Library Forms 307

Summary 316

PART IV: TAKING ACTION

CHAPTER 10: WEB PART CONNECTIONS 319

Types of Web Parts 319

Creating a Composite User Interface 337

Summary 348

CHAPTER 11: WORKFLOW BASICS 349

Ways to Create Workflows in SharePoint 349

SharePoint Designer 2010 Workflow Elements 354

Automating Processes Using SharePoint Designer 2010 Workflows 368

SharePoint Designer 2010 Workflow Considerations 378

Summary 379

CHAPTER 12: ADVANCED WORKFLOWS 381

Modeling Workflows Using Visio 2010 381

Working with Visio 2010 Workflows in SharePoint Designer 2010 385

Customizing Workflow Forms with InfoPath 2010 392

Built-In Global Workflows 395

Exporting Workflows as a Package 403

Summary 407

CHAPTER 13: CLIENT-SIDE PROGRAMMING IN JAVASCRIPT 409

The Client Object Model 409

Getting Started 410

Retrieving Data Using CAML 420

Querying Document Libraries 429

Managing List Items 434

Managing User Custom Actions 443

Summary 454

CHAPTER 14: CLIENT-SIDE PROGRAMMING IN SILVERLIGHT 455

Why Silverlight? 455

Getting Started 456

Retrieving Data Using Silverlight 463

Managing Lists and Libraries 470

Managing Files and Folders 483

Managing Navigation 495

Limitations 509

Summary 510

APPENDIX A: A BRIEF HISTORY OF SHAREPOINT AND SHAREPOINT

DESIGNER 511

From FrontPage to SharePoint Designer 511

The SharePoint Family Tree 513

Gathering MOSS — Windows SharePoint Services 3.0 and Microsoft

Office SharePoint Server 2007 518

Continuing Evolution — SharePoint Foundation 2010 and SharePoint

Server 2010 520

APPENDIX B: JUST WHAT IS SHAREPOINT ANYWAY? 521

A Default SharePoint Home Page 521

SharePoint Content: Lists, Libraries, and More 523

Web Parts 526

Managing a SharePoint Site 529

Architectural Background On the Server 535

Databases 539

INDEX 541

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Author Information

Woodrow W. Windischman is an internationally experienced IT consultant and a Microsoft MVP in SharePoint Server.

Asif Rehmani is a trainer and consultant at SharePoint-Videos.com. He is a SharePoint Server MVP and MCT.

Bryan Phillips is a consultant and senior partner with Composable Systems, LLC. He is a Microsoft MVP in SharePoint Services.

Marcy Kellar is a user experience architect and cofounder of SharePoint Soapbox, LLC. She specializes in strategizing content and design on the SharePoint platform.

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Downloads

Download TitleSizeDownload
Chapter 3 code for Beginning Microsoft SharePoint Designer 2010 390.63 KB Click to Download
Chapter 4 code for Beginning Microsoft SharePoint Designer 2010 2.63 KB Click to Download
Chapter 8 file for Beginning Microsoft SharePoint Designer 2010 35.04 KB Click to Download
Chapter 13 code for Beginning Microsoft SharePoint Designer 2010 76.73 KB Click to Download
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Errata

Do you think you've discovered an error in this book? Please check the list of errata below to see if we've already addressed the error. If not, please submit the error via our Errata Form. We will attempt to verify your error; if you're right, we will post a correction below.

ChapterPageDetailsDatePrint Run
3, 8 See Downloads - missing files
The original files for Chapter 3 and 8 were incomplete. Please see the download page for the new and complete files. Available for download: Chapter 3 code for Beginning Microsoft SharePoint Designer 2010 Chapter 4 code for Beginning Microsoft SharePoint Designer 2010 Chapter 8 file for Beginning Microsoft SharePoint Designer 2010 Chapter 13 code for Beginning Microsoft SharePoint Designer 2010
8/25/11
98 Error in Text
on page 98, at the bottom there is an instruction to COPY some code to another location in a page. You then save, check in and preview the file. This should say CUT and PASTE the code.
2/23/11
126 Error in Text
Updated Content

Try it out : Create a Publishing Page Layout Content Type
1. Using SharePoint Designer, open a site that has publishing enabled.
2. Click Content Types.
3. Click the Content Types tab to expose the ribbon if it is minimized/hidden. If you have not hidden your ribbon, you can ignore this step in this and future exercises).
4. Navigate to the New section of the ribbon and click Content Type.
5. In the Create a Content type dialog box, name your content type Custom Article Page.
6. Fill out the Description field. Remember, this description will be displayed whenever the user creates a new page based on this content type.
7. In the Select a parent content type section, choose the parent content type, Page Layout Content Type.
8. Select Article Page.
9. Create a new sorting group and name it ?Custom Page Layout Content Types?. It is a best practice to always create a new sorting group for your custom content types.
10. Click OK.
12/9/2010
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