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SharePoint Designer 2010 Track

 

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Overview

Prerequisites

Prior to taking this course, students should have a general knowledge of Web site design and methodologies. They should also be familiar with SharePoint from an end user or administrative point of view. An understanding of ASP.NET 2.0 master pages and CSS is helpful, but not required.

Intended Audience

The primary audiences for this course are Web designers, administrators, and developers who use and work with Office SharePoint Server 2010, and want to learn how to customize SharePoint sites without writing code. Individuals in these job categories will benefit from this course as follows:

Web designers will understand the extent of customizations available using in-browser tools. They will also learn the advantages of using SharePoint Designer 2010 to further enhance SharePoint site customization such as creating master pages and multiple-step workflows, as well as leverage their existing design knowledge to achieve the desired look and feel throughout SharePoint sites.

Administrators will learn how SharePoint Designer 2010 can help with administrative tasks such as backing up and restoring sites to alternate locations, controlling access to SharePoint Designer 2010 and setting design level permissions for end users who work with SharePoint Designer 2010. Administrators will also understand the in-browser customization capabilities made available to end users depending on the permission settings for those users.

Developers will understand the alternatives to working with Visual Studio. They will also learn which customizations are achievable using in-browser tools and SharePoint Designer 2010. In addition, developers will learn how to create custom solutions using SharePoint Designer 2010. For example, the course explores:

• Data integration using Web services
  
• Using External Content Types to control external data
  
• Adding ASP.NET and SharePoint controls
  
• Developing and applying workflows to multiple sites

Note: Throughout this course we refer to code-free customizations. By code-free, we mean no complex programming languages such as .NET languages or code compilation. However, to help demonstrate the extensibility of functions within SharePoint Designer 2010, we do not exclude use of Cascading Style Sheet (CSS) scripting/class, Extensible Stylesheet Language (XSLT), Extensible Markup Language (XML), XML Path Language (XPath), or existing page code. For example, when discussing master pages, we use the SharePoint Designer 2010 code view to demonstrate alternate methods for manipulating and positioning various master page components.

Using SharePoint Designer 2010

Day One

Module 1: Understanding the Architecture of SharePoint Server 2010

In this module you will be given a basic understanding of the elements and structure of a SharePoint Server 2010 deployment. You will learn about both the logical and physical makeup of SharePoint from the farm down to lists and libraries, as well as application servers and web front ends. This module is aimed at providing you with a common reference point that will be built upon for the remainder of this course. Learning objectives for this module are:

• What is SharePoint 2010?
  
• The different versions of SharePoint 2010
  
• Basic terminology for working with SharePoint 2010

Module 2: Introducing SharePoint Designer 2010

In this module you will be introduced to the SharePoint Designer 2010 interface, elements, navigation and customization features. We further provide you with a background of how Designer fits into the customization continuum of a SharePoint deployment. When, why and how Designer can and should be used to customize your SharePoint deployment will be discussed. Learning objectives for this module are:

• Explore the new look of SharePoint Designer 2010
  
• Introduction to XSLT Web parts
  
• Workflow improvements
  
• Getting to know the Designer Interface
  
• Where Designer fits in the customization plan
  
• The Design Tools

Module 3: Getting Started with SharePoint Designer 2010

SharePoint Designer is a very flexible and powerful tool and this module will show you how and when to create Sites, Lists, and Libraries. Module 3 also looks at permissions and configuring permission levels, including access to SharePoint Designer and customization. Granting access to SharePoint sites is as valuable as changing their appearance. Learning objectives for this module are:

• Constructing Sites
  
• Controlling access to SharePoint Designer
  
• Controlling access to SharePoint sites
  
• Viewing Site Properties in SharePoint Designer

Day Two

Module 4: Creating and Editing Site Pages

In this module you will learn how and when to create new pages and we will explore the difference between the basic and advanced editing modes provided by SharePoint Designer. The new Ribbon interface will be explored and you will learn how to customize the ribbon to display just the tools you need for the task at hand. We will also show you how to manage the page versioning options to better manage your customizations. Learning objectives for this module are:

• Introduction to page types
  
• Edit Modes
  
• The Ribbons
  
• Versioning
  
• Resetting Pages to the site definition

Module 5: Implementing Content Types

Site content types are key elements of any SharePoint deployment and this module will discuss how to create content types and site columns. Learning objectives for this module are:

• What are Site content types?
  
• What is the difference between the Content Types?
  
• What are site columns?
  
• Exploring the site column ribbon
  
• Special purpose content types
  
• Managing content types

Module 6: Managing Lists and Libraries

This module covers configuring views, forms and general settings for lists and libraries. We will also explore how to manage data from multiple sources in our lists and libraries. Learning objectives for this module are:

• Adding list and library data to a page
  
• Customizing List Forms
  
• XSLT web parts to display information from lists and libraries
  
• Merging data from multiple sources
  
• Linking data for multiple sources

Day Three

Module 7: Analyzing Business Processes

This module covers determining the needs of a business workflow and using Visio 2010 to design that process. We will examine how to utilize the Visio product to start creating and continue developing in SharePoint Designer. Learning objectives for this module are:

• Automating business processes
  
• Designing workflows using Visio 2010
  
• Processing workflows

Module 8: Creating Workflows

This module discusses the different types of workflow available in SharePoint Designer. It will demonstrate how to create and modify workflows as well as explain what actions and conditions are as well as how to use them. Learning objectives for this module are:

• Using the out-of-the-box SharePoint workflows
  
• Using the Designer workflow editor
  
• Types of workflows
  
• Workflow forms

Module 9: Managing and Extending Workflows

In this module we discuss extending the built-in SharePoint workflows, custom actions and associating them with additional lists or content types. Learning objectives for this module are:

• Customizing the out-of-the-box SharePoint workflows
  
• Applying workflows to content types
  
• Re-using workflows in other site collections

Day Four (One - part 2)

Module 10: Themes and Style Sheets

This module covers using the new Office style Theme builder or one of the Office applications to create and apply a theme to a SharePoint Site and also how to extend the styling of a site further using CSS. Learning objectives for this module are:

• Exploring and Understanding how the THMX files work with SharePoint
  
• Managing CSS files for your sites
  
• Adding CSS to the site
  
• Adding theme annotations to CSS

Module 11: Creating Master Pages

This module covers what's new with master pages in SharePoint 2010 and how do you make modifications to change the design of your site. Learning objectives for this module are:

• Introduction to SharePoint master pages
  
• Publishing vs. non-publishing infrastructure
  
• Creating new master pages
  
• Elements of a SharePoint master page
  
• Managing master pages
  
• Applying master pages to your SharePoint sites

Module 12: Building Content and Layout Pages

This module explains the difference between publishing pages and Wiki pages and how to create them. These pages are how we control how the content is displayed to the end user. We also discuss what field controls are and how to customize them. Learning objectives for this module are:

• Introduction to the 2 layer non-publishing infrastructure model
  
• Introduction to the 3 layer publishing infrastructure model
  
• Creating layout pages
  
• Managing layout pages

Day Five (Two - part2)

Module 13: Consuming Non-SharePoint Data Sources

This module covers how to connect to and use additional data sources, such as external databases, SOAP, REST and XML. We will also discuss the use and configuration of SSO. Learning objectives for this module are:

• Why display data
  
• Types of data sources
  
• SOAP services
  
• REST services
  
• XML files

Module 14: Utilizing External Content Types

This module covers using Business Connectivity Services (BCS) to access external data and display or edit it in your SharePoint sites. Learning objectives for this module are:

• What are Business Connectivity Services?
  
• Supported external data sources
  
• External content types
  
• External lists
  
• Configuring external content types for use in Office applications
  

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