Kathy Hughes. Microsoft* SharePoinf. Designer A MM g "Msift Mi*p\% 800 East 96th Street, Indianapolis, Indiana USA. v^lk.

Transcription

1 Kathy Hughes Microsoft* SharePoinf Designer 2010 A MM g "Msift Mi*p\% mms/itg t)i*9 v^lk 800 East 96th Street, Indianapolis, Indiana USA

2 Table of Contents Introduction 1 Part I Welcome to SharePoint Server 2010! 1 SharePoint 2010 Overview 15 Versions Discussed in This Book 17 How to Tell Which Version You Are Running 17 Why Use SharePoint 2010? 18 Document Management and Storage 18 Content Management 18 Integration with Existing Systems 19 Enterprise Search 19 Business Intelligence (BI) 19 Extensibility 19 The Face of the Company 20 Key 2010 Functional Areas 20 Comparison to SharePoint Server Sites 24 Communities 27 Content 30 Search 35 Insights (Business Intelligence) 39 Composites (Extending SharePoint) 44 Administrative Improvements 49 Central Administration 50 Windows PowerShell Commands for SharePoint 50 Developer Dashboard 51 Upgrade Enhancements 51 Visual Upgrade Feature 52 Summary 52 2 SharePoint Server 2010 Architectural Overview 53 Terminology and Fundamental Architecture 54 Flow of SharePoint Information: Inheritance Model 57 SharePoint Farms 57 SharePoint Databases 58 SharePoint Farm Extensibility 58

3 Microsoft SharePoint Designer 2010 Unleashed Web Applications 59 Security and Identity (Authentication) 61 Extending Web Applications 61 Managed Paths 62 Service Applications: Sharing SharePoint Resources 62 Site Collections and Subsites 63 Organization of Subsites within a Single Site Collection 65 Site Templates When Provisioning Site Collections 66 Vanity URLs: Host Headers for Site Collections 66 URL Considerations When Moving to a New Site or Upgrading 67 Other Considerations with Site Collections 67 Site Collections and Tenant Administration 68 Platform Architecture 69 Pages and User Interface 69 Server APIs 70 Connected Client APIs 71 Application Model (Sites) 72 Application Lifecycle Management 78 System and Other Requirements 84 Operating System Requirements 84 Software Prerequisites 85 Design and Developer Tools 86 Supported Browsers 87 Summary 88 3 Introduction to the SharePoint 2010 Fluid Interface 89 Key Components 89 SharePoint 2010 Ribbon 92 Known Issues 93 Anatomy of the Ribbon 93 The Contextual Ribbon in Review 94 Customizing the Ribbon 96 Positioning the Ribbon on a Page 98 Ribbon Behavior in Anonymous Sites 99 Where the Ribbon Is Not included 100 What the Ribbon Is Not: Navigation 100 Dialog Framework 100 Status Bar and Notification Area 101 Summary 102

4 Contents vii 4 Design Administrative Tasks: Site Settings, Permissions, and Creating Sites 103 Site Settings 103 The Difference Between Site and Site Collection Administration 104 Walkthrough Key Settings 105 Configuring Anonymous Access 113 Setting Anonymous Access on the Web Application 113 Setting Anonymous Access on the Site Collection 114 Setting Anonymous Access at List or Library Level 115 Setting Item-Level List Permissions 118 Other Tips and Tricks When Working with Anonymous Sites 120 Locking down Form Pages in an Internet Site 120 Creating a SharePoint 2010 Site Collection 123 Site Templates 123 Create a New Site Collection from Central Administration 124 Creating Subsites (Webs) 125 Summary In-Browser Customization: Navigation, Content Pages, and Content 129 How Navigation Works 129 Navigational Options in SharePoint How Site Navigation Settings Work 132 Tree View Menu 135 Navigation Settings Page: SharePoint Server Navigation Tab Naming: Home Tab 146 Site Collection Navigation Settings 146 Cross-Site Collection Navigation 147 Portal Site Connections and Navigation 147 Working with Content Pages 149 Type of Pages in SharePoint Pages and Feature Dependencies 151 Key Features Relating to Content Pages 151 Saving Pages: Avoiding Loss When Navigating away from Pages 155 Save Conflicts: Avoid Clobbering Other User's Edits 155 How to Create New Pages 156 Editing Pages 159 Rich Text Editing Experience 159 Pasting Content into Pages 163 XHTML Compliance 164 Page Commands Common to Wiki and Publishing Pages 166

5 viii Microsoft SharePoint Designer 2010 Unleashed Setting the Site's Home Page 168 Determining What Page to Use 169 Pages and URL Structure 171 Working with Wiki Pages 171 Working with Web Part and Form Pages 172 Working with Publishing Pages (Page Layouts) 175 Lists, Libraries, and Images 185 Lists and Library Templates in SharePoint Using Forms on Anonymous Sites: Create a Contact Form 190 Adding Images to Sites 193 Moving and Copying Content 198 Working with the Ratings Control 198 How to Enable Ratings: Timer Jobs 199 Adding Ratings to Lists (and Libraries) 200 Ratings and Content Pages 202 Ratings in Search Results 203 Accessibility in the User Interface 203 Summary In-Browser Customization: Branding with Web Parts, Themes, and Master Pages 207 Working with Web Parts 207 Where Are Web Parts Stored 209 Adding Web Parts to Pages 210 Modifying Web Part Properties and Configuration 212 Web Part Page Maintenance 218 Personal and Shared Views in 2010: Personalization 219 Add a Note Board Web Part to a Page 220 Style a Page with the Content Editor Web Part (CEWP) 221 Adding Code or JavaScript to the CEWP 228 Problems with Pages After Adding Code to a CEWP 228 Working Working with the HTML Form Web Part 229 with the Media Web Part 230 Silverlight Web Part 238 Working with the Content Query Web Part (CQWP) 241 Web Parts and Anonymous Sites 243 Connecting Web Parts 244 Changing a Site's Look and Feel 247 Storage Locations for SharePoint Branding Components 247 Change the Site Title, Logo, and URL 248 Change a Site's Theme 250 Introduction to Master Pages and CSS 252

6 Contents ix Out-of-the-box Master Pages 253 Changing a Site's Master Page 255 Site and System Master Pages 257 Alternate CSS URL: Overriding a Site's CSS 259 Master Pages and Content Pages 260 Summary 263 Part II Enhancing Sites with SharePoint Designer Web Interface Design with SharePoint Designer Introduction to SharePoint Designer 265 Who Is SharePoint Designer For? 266 Limitations of SharePoint Designer 267 Changes from SharePoint Designer 2007 to SharePoint Designer Compatibility and Product Versions 270 SharePoint Designer 2010 System Requirements 271 SharePoint Designer Security and Permission Settings 272 Evolution of Web Design Tools 282, Moving on from In-Browser Customization 282 Opening SharePoint Sites in SharePoint Designer 285 Launch SharePoint Designer Directly from the Client 285 Launch SharePoint Designer from a SharePoint 2010 Site 287 Note on Opening Publishing Sites and Pages 290 Opening Anonymous SharePoint Sites in SharePoint Designer 291 Opening SharePoint Sites Set to Basic Authentication 292 Exploring the SharePoint Designer Interface 293 Anatomy of the SharePoint Designer User Interface 293 Flexible Navigation Options 299 Accessing Content via the Navigation Pane 302 Home 303 Lists and Libraries 305 Workflows 307 Site Pages 309 Site Assets 310 Content Types 312 Site Columns 313 External Content Types 314 Data Sources 315 Master Pages 316 Page Layouts 318

7 X Microsoft SharePoint Designer 2010 Unleashed Site Groups 318 Subsites 320 All Files 320 Administering Sites in SharePoint Designer 321 Administer Sites via the Settings Page 321 Administering Sites via the Ribbon 328 More SharePoint Designer Configuration Options 330 Modifying the Recent Sites List in the SharePoint Designer Backstage 331 General Options for Working with SharePoint Designer 332 Summary Creating Sites with Site Templates 333 Creating New Sites 334 Site Template Fundamentals 334 Creating New Sites via the Web Interface 335 Site Template Terminology 336 SharePoint 2010 Site Templates 337 Physical Location of Default Site Templates (Site Definitions) 338 Publishing and Non-publishing Site Templates 343 Deprecated Site Templates Site Templates in SharePoint New to SharePoint Enhanced Site Templates: Document Center Site Template 348 Hiding Subsite Templates in Publishing Site Collections 349 Deprecated Site Directory in SharePoint Server Site Templates Not Editable in SharePoint Designer 353 Creating New Sites in SharePoint Designer Creating Sites from SharePoint Designer Backstage 355 Creating New Sites from the Settings Page 358 Post-site Creation Design Tasks 358 Deleting Sites in SharePoint Designer 361 Creating New Site Templates: WSP Files 362 Looking Inside a WSP File: Finding the Template ID 362 Site Templates and SharePoint Server 2010 Publishing Sites 363 Create a New Site Template in SharePoint Designer Making Site Templates Available to all Site Collections 370 Including Site Content When Saving Sites as Templates 375 SharePoint Designer Customizations and Site Templates 376 Deleting and Deactivating Site Templates on Site Collections 377 Importing Sites into Visual Studio 378

8 Contents xi Upgrading Site Templates 380 What About the FAB40 Templates from Microsoft? 381 What's in an Application Template? 381 Installing a FAB40 Application Template in SharePoint Summary Working with Content Types and Columns in SharePoint Designer 389 Working with Content Types 389 Accessing Content Types in SharePoint Designer 390 Settings You Must Address via the Web Interface 393 Behind the Scenes: The _CTS Folder 393 Creating New Site Content Types 394 Managing Site Columns 405 Accessing Site Columns in SharePoint Designer 405 Creating New Site Columns 407 Summary Creating and Configuring Lists and Libraries 411 Working with Lists and Libraries 412 List Configuration Options Not Available in SharePoint Designer 413 Accessing Existing Lists and Libraries in SharePoint Designer 414 Anatomy of List Settings Page 415 Creating a New List 417 Modifying Column Properties 419 Creating New External Lists 425 Adding Content Types to Lists and Libraries 428 Creating a New Wiki Page Library with Multiple Content Types 428 Managing Lists and Libraries 431 Changing the URL of a List or Library 431 List and Library Portability 432 Hiding Lists or Libraries from the Browser 434 Accessing Documents in Document Libraries in SharePoint Designer 436 Summary 439 Part III Styling and Designing SharePoint 2010 Sites 11 Understanding SharePoint Designer Editing Features 441 Page Editor Options 441 Discussion on DOCTYPE and SharePoint 2010 Pages 443

9 xii Microsoft SharePoint Designer 2010 Unleashed The Editing Workspace 445 Page Views 445 Editing Options in Code View 449 Task Panes 451 Visual (Editing) Aids 452 Ruler and Grid 455 Page Compatibility, Compliance, and Accessibility 456 Compatibility and Accessibility in SharePoint Designer 457 Accessing SharePoint Designer Editing Features Using a Keyboard 464 General Page Editing Tools 464 Editing Fonts: Design Consideration for Style and Consistency 465 Working with Fonts via the Ribbon 466 Paragraph Options 467 Previewing Pages in the Browser 467 Setting the Page Size for SharePoint Designer Workspace 470 Using Find and Replace 470 Using the Select Command 471 Using the Skewer Click: Discovering HTML Tags and Elements 472 Using the Quick Tag Editor 474 Inserting Hyperlinks, ScreenTips and Bookmarks 474 Checking out Pages for Editing: Avoiding Edit Collision 475 Undo a Checked Out File 479 Checked-out Files and SharePoint Designer Caching Issue 480 Checking the Edit Status Between Browser and SharePoint Designer Editing 480 Editing Modes: Normal and Advanced Modes 482 Working in Normal Mode 482 Working in Advanced Mode 483 Advanced (Editing) Mode: Customized and Uncustomized Pages 485 Non-editable Page Regions 493 Understanding Master Page Placeholder Inheritance 493 Summary Working with Content Pages In SharePoint Designer 499 The Fundamentals of SharePoint Page Architecture 500 Creating New Content Pages with SharePoint Designer 503 Where to Create Content Pages in SharePoint Designer 504 Content Page Storage Location 505

10 Contents xiii 515. Which Content Page Type: HTML, ASPX or Web Part Page? 506 What About Creating and Customizing Wiki Pages? 512 Creating Web Part Pages from Templates 512 Create a New Web Part Page from the Ribbon 513 Creating a New Web Part Page from Backstage 514 Creating ASPX Pages New ASPX Page from Master 518 Working with the Page Settings Page to Manage Page Properties and Versioning 520 File Information 521 Customization 521 Page Permissions 521 Page Version History and Restoring Pages from Versions 523 Deleting and Restoring Content Pages 525 Deleting a Team Site's Home Page 527 Moving and Copying Content Pages 529 Moving and Copying within the Same Site 529 Moving and Copying Between Different Sites 530 Summary Building New Content Pages and Configuring Web Parts and Web Part Zones 533 Working with Web Part Pages 533 Web Part Page Architecture 534 Web Part Page Layout 536 Editing Web Part Zones 538 Adding New Web Part Zones 541 Adding Web Parts to Web Part Pages 543 Changing the Master Page Association on a Single Web Part Page 547 Editing and Designing ASPX Pages 552 Attaching a Master Page to an Existing ASPX Page 552 Master Page Tokens 554 Detaching a Master Page from an ASPX Page 555 Adding Web Part Zones to ASPX Pages 558 Adding Web Parts to ASPX Pages 559 Document IDs and [if gte mso 9] Tags in New ASPX Pages 560 Tables versus CSS/DIV Layout 562 Adding and Styling Tables 563 Working with DIV Layouts 566 Creating a Layout from a Predefined Layout 569 Create a New SharePoint Page with DIV/CSS-based Layout 570

11 xiv Microsoft SharePoint Designer 2010 Unleashed Consuming New Page Templates in the Web Interface 577 Adding Ratings to ASPX and Web Part Pages 582 Changing and Editing a Site's Home Page 585 Locating the Site's Home Page 586 Setting a New Home Page 586 Accessing a Team Site's Default.aspx page 587 Redirecting the Site's Home (or Other) Page 588 Summary Extending Content Pages with Media and Dialogs 593 Adding Pictures to Pages 593 Selecting Pictures 593 Formatting Pictures 597 Inserting Images in Wiki Pages in SharePoint Designer 615 Adding Background Images to Content Pages 618 Adding Behaviors 621 Modifying Behaviors 627 Adding Custom Buttons to Pages 628 Methodology 628 Spicing up Buttons 634 Working with Media 635 Adding Flash to Pages in SharePoint Designer 636 Create a Media Player Test Page 638 Summary Creating New Publishing Page Layouts 641 Terminology and Page Layouts 642 Advantages of Page Layouts 642 Key Changes in Page Layouts Since SharePoint Server Page Layout Modeling in SharePoint Server Page Layout Architecture 644 Page Layout Composition: Content Types and Columns 645 Page Layout Composition: CSS, Layout, and Preview Images 653 Page Layouts: XML Changes to Page Editing Tools 655 Page Layouts in SharePoint Server 2010: Hidden Pages 656 Physical Location of Page Layouts 657 How Page Layouts are Deployed to Site Collections 659 Page Layouts in SharePoint Designer What If You Cannot See the Page Layouts Object? 662 Page Layouts Object in Subsites 662 Publishing Field Controls versus Web Parts on Page Layouts 663 Accessing Field Controls in SharePoint Designer 664

12 Contents xv Page Layout UlVersioned Content 666 Styling Page Layouts with DIVs or Tables 666 Creating New Page Layouts 667 Create a New Page Layout Based on an Existing Content Type 667 Test the New Page Layout 670 Modify a Property of an Existing Field Control 672 Edit the Page in the Browser: Duplicate Field Controls 673 Creating a New Page Layout Content Type 674 Style the New Page Layout with DIVs and CSS 676 Add Field Controls to a Newly Styled Page Layout 679 Creating New Publishing Columns 681 Adding New Columns to the Company Events Page Layout 682 Configuring the Rich HTML (Page Content) Field 683 Pasting Content Directly from Word 686 Styling Options for a Rich HTML Field 687 Adding Web Part Zones to Page Layouts 688 Setting Visibility of Content on Page Layouts 689 How Page Layouts Work with Master Pages 692 Overriding Master Page Content Placeholders in Page Layouts 693 Common Issues When Working with Content Placeholders 698 Working with Publishing Pages in SharePoint Designer 699 Editing Publishing Pages in SharePoint Designer 700 Detach a Publishing Page from Its Page Layout 700 Changing a Detached Publishing Page's Master Page 703 Reattaching a Publishing Page to Its Page Layout 704 Additional Page Layout Design Considerations 706 Page Layouts: Customized and Uncustomized States 706 Adding Script and CSS to Page Layouts 707 Adding a Printer Friendly Button to a Page Layout 708 Add a Background Image to a Page Layout 709 Deleting Page Layouts 711 Deleting Page Layout Content Types 711 Hiding Page Layouts 712 Renaming Page Layouts 712 Summary Working with and Creating New SharePoint Cascading Style Sheets (CSS) 715 CSS Fundamentals 716 What Does CSS Do? 716 CSS Format 717 What About CSS3? 718

13 xvi Microsoft SharePoint Designer 2010 Unleashed SharePoint 2010 CSS Landscape 720 The Relevance of CSS in SharePoint 720 Styling with CSS Alone 721 CSS Classes in SharePoint CSS Sprites 725 Themable CSS 727 Dialogs and CSS in SharePoint Default SharePoint CSS Files and Locations 728 Main CSS Files 729 Storage of CSS Files in Site Collections 731 Customizing CSS Files 733 How SharePoint References CSS 734 Referencing CSS Files in SharePoint Master Pages 735 CSS File Rendering Order 740 The llmportant Property is your Friend! 741 CSS Inheritance in Site Collections 742 Working with CSS in SharePoint Designer 743 Managing and Creating Styles 745 Leveraging Other SharePoint Designer CSS Tools 756 Working with Colors 763 Using Browser Tools to Discover CSS Styles 765 Changing a Site's CSS in Real-time 767 Overriding Existing SharePoint Styles 769 Modifying Ribbon and Navigation Styles 769 Removing All Site Content and Recycle Bin Links 775 Customizing Rich Text Editor Styles 776 Rich Text Editor Styles on Publishing Pages: PrefixStyleSheet 782 Font Sizing: Relative versus Absolute 783 Styling XSLT List View Web Parts (XLVs) 785 Hiding the Web Part Title Checkbox 785 Rounded Corners in XLVs 786 Configuring Print CSS 787 Creating a Print CSS 788 Summary Creating New SharePoint 2010 Master Pages 793 Master Pages in SharePoint Search Center and MySite Master Pages 795 Basic Master Page Architecture in SharePoint New in SharePoint 2010 Master Pages 797 Unchanged Since SharePoint

14 Contents xvii Deploying Master Pages 799 Master Page Inheritance in Site Collections 802 Important Considerations When Working with Master Pages 803 Troubleshooting Master Pages 805 Keeping Up with the Browsers! 806 Working with Master Pages in SharePoint Designer 811 Working with Existing Master Pages 811 Changing a Site's Master Page in SharePoint Designer 813 Switching a Site to the SharePoint 2007 Look and Feel 814 Customizing Master Pages 816 Creating New Master Pages 818 Creating a New Master Page Based on the v4.master Page 819 Managing the Master Page Lifecycle 821 Creating a New Master Page from a Starter Master Template 827 Creating Fixed-Width Master Pages 828 Storing and Referencing Master Page Assets 830 SharePoint 2010 Master Page Components 832 Master Page HTML 833 SharePoint Controls 834 Content Placeholders 836 Using Master Page Tokens 844 Changing the Appearance of Master Pages 848 Changing the Order of the Banner 848 Maintaining Site Title and Top Menu When Changing the Ribbon Tab 851 Moving the Search Box 852 Adding a Footer 855 Remove Social Tags in a Master Page 860 Hyperlinking the Site Logo 861 Adding a Print Command to a Master Page 862 Controlling Visibility of Content 863 Hiding the Site Actions Menu 863 Hiding View All Site Content Link in Site Actions Menu 864 Removing the Left-hand Menu from Master Pages 865 Hiding the List Item Menu (LIM) 867 Hiding the Recycle Bin 867 Managing Dialogs in Custom Master Pages 868 Invoking Dialogs in Master Pages 869 Working with the Ribbon 872 Fixing the Ribbon's Position: Scroll or No Scroll 872 Hiding the Ribbon on Internet Sites 876

15 Microsoft SharePoint Designer 2010 Unleashed Managing JavaScript in SharePoint Master Pages 881 Relocating Hidden Ribbon Elements 883 Working with SharePoint Navigation 887 Site Map Providers 888 Working with the Top-level Navigation Using the CombinedNavSiteMapProvider Site Map in v4.master 891 Using the CombinedNavSiteMapProvider on Publishing Site Provider 895 Collections 896 Creating Multi-tier Navigation with the CombinedNavSiteMapProvider 899 Encoded Characters 901 Changing the Quick Launch Menu 902 Modifying Navigation in SharePoint Foundation Managing Cross-Site Navigation 911 Porting Existing Master Pages 915 Porting an ASP.NET Website Master Page 915 Summary SharePoint Themes and Themable CSS: The Icing on the Cake 923 Why Use Themes? 923 How Themes Work 924 Themes in SharePoint SharePoint 2010 Themes Overview 926 The Anatomy of SharePoint 2010 Themes 926 Location of Theme (THMX) Files 930 Location of Themable CSS Files: WFE 933 Themable Folders in Site Collection Style Library 934 Applying a SharePoint 2010 Theme 938 Theme Options Based on Product 941 Customizing Themes in SharePoint Server What Gets Themed in SharePoint SharePoint Foundation 2010 Themes in Anonymous Sites 954 Creating New SharePoint 2010 Themes 954 Office Themes 954 Anatomy of an Office Theme 959 How Themes Work with SharePoint Master Pages and Themable CSS Overriding Themable Style Sheets in a Master Page 972 Adding New Themable CSS Styles 981 Themes and MySites 986 Managing and Planning Themes 987 Deployment Considerations 987 Reusing Themes 988 Working with Themes Programmatically 988

16 xix Themable CSS Attribute Reference 989 ReplaceColor 989 ReplaceFont 991 Recolorlmage 992 Summary 994 Part IV Data Manipulation and Business Processes 19 Configuring Data Sources (Non-BCS) 995 Introducing Data Sources 996 Authenticating and Troubleshooting Data Sources 997 Common Problems Encountered when Accessing Data Sources. 998 Available Data Sources 998 Data Retrieval Service 999 Working with Data Sources 1001 Accessing Site Data Sources 1003 Changes Between Data Sources in SharePoint Designer 2007 and How to Attach a List from Another Site in SharePoint Designer Creating a Database Connection 1013 Configuring a Database Connection 1014 Creating a Linked Data Source 1025 Creating a Joined Linked Data Source with Database Connections 1026 Creating a SOAP (XML) Service Connection 1032 XML Web Services Overview 1032 SharePoint Web Services 1034 SOAP to Connect to Another Site 1036 Using a Creating REST Service Connection 1040 Accessing Data Using REST 1040 Adding a REST Web Service Connection Using REST 1044 Configuring an RSS Feed Connection 1050 Editing and Modifying Data Sources 1052 The fpdatasources Folder 1052 Renaming Data Sources 1053 Copying Data Sources 1054 Summary External Content Types and External Lists (BCS) 1055 Business Connectivity Services (BCS) Overview 1056 Introducing External Content Types (ECTs) and External Lists 1056 External Lists Are Different 1058

17 xx Microsoft SharePoint Designer 2010 Unleashed BCS Functional Differences 1059 Business Processes and Data Validation 1060 BCS Service Application 1061 Permissions and Security 1061 Secure Store Service Application 1064 Creating a New Secure Store Target Application 1064 Configuring BCS Data Sources: SharePoint Designer 1066 SQL Databases 1066 WCF Web Services 1067.Net Assemblies 1067 Connecting to a SQL Data Source 1067 Operations 1067 Connection Properties 1070 Filtering Data 1074 Associations in External Lists 1076 Customizing Your List Forms 1078 Office Integration 1079 Office Item Types 1079 Taking External Lists Offline 1079 Creating an Office Item External List 1080 SharePoint Workspace Client for SharePoint 1082 Profile Pages and Search 1084 Creating Profile Pages 1086 Exporting External Content Types 1088 Troubleshooting External Lists 1089 Authentication Problems 1090 List Throttling 1090 Summary Manipulating Data with ASP.NET Data Controls 1093 ASP.NET Controls in SharePoint Designer 1094 Configuring the Toolbox SqlDataSource Control 1095 Configuring an Oracle Connection with SqlDataSource 1102 Inserting an Existing Data Source Control 1102 Configuring the GridView Control 1104 Summary Overview of XSLT List View and Data View Web Parts in SharePoint Demystifying View Terminology: List View, Data Form, XLV, and More 1112 What Are SharePoint Views? 1113 Basic View Architecture 1114 Types of SharePoint Views 1114

18 Contents xxi Managing ShaiePoint Views 1116 Working with Views in Site Collections 1117 New with Views in SharePoint List View Page Model 1122 SharePoint View Anatomy: Things You Should Know 1122 XSLT Defined 1126 The Role of XSLT in SharePoint Site Collection XSLT Files 1127 Web Front-end XSLT Files 1128 Working with Views in SharePoint Designer 1129 A History of List Views in SharePoint Designer Back to the Future: XLVs in SharePoint Designer Editing Options for XLVs in SharePoint Designer XLVs and Ribbon Interaction in the Web Interface 1135 XLVs Behind the Scenes 1136 The LVWP Still Exists in ShaiePoint 2010! 1138 LVWPs and Ribbon Interaction in the Web Interface 1139 LVWPs Behind the Scenes 1140 DFWPs in SharePoint Designer Editing Options for DFWPs in SharePoint Designer DFWPs in the Web Interface and Ribbon Interaction 1147 DFWPs Behind the Scenes 1148 View Types That Do Not Display in SharePoint Designer 1150 Data Source Task Pane and Data Types 1151 Data Types and DFWPs: Formatting the Date Field 1152 Data Types and XLVs: Formatting the Date Field 1153 Which View Should I Use? 1156 Scenarios for Using the DVWP (DFWP) 1157 Scenarios for Using the XLV 1158 Summary Working with XSLT List View Web Parts (XLVs) 1161 Creating XLVs in SharePoint Designer 1162 Creating an XLV from the Views Part and Views Ribbon 1162 Creating New XLVs via All Files 1166 Hyperlinking the Document Icon in 2010 Library Views 1168 Customizing XLV Pages 1168 Adding XLVs to Other Pages and Sites 1168 Exporting XLVs to Other Sites: Reusable XLVs 1170 Creating a New XLV from Access 1171 Creating a New HTML View in SharePoint Designer 1173 Styling the XLV 1175

19 Microsoft SharePoint Designer 2010 Unleashed Tabular Views and Individual Item Checkboxes 1176 Adding the List Items Menu and Linking to Items 1177 Modifying Columns 1179 Modifying Data Types 1183 Applying Conditional Formatting 1183 Setting Filtering Criteria 1188 Pagination and Toolbar Options 1189 Inline Editing 1190 Asynchronous Behavior with XLVs (AJAX) 1192 Folder Scope 1193 Setting Data View Preview Templates 1194 Changing the View Style 1195 Customizing XSLT 1196 XSLT Customization Options in SharePoint Designer 1197 Why Customize a View 1198 Reverting XSLT 1200 Creating Custom XSLT Styles for XLVs 1201 Where Custom XSLT Styles Are Stored 1202 Creating a New XSLT View Style (File) 1202 Adding the List View Style Content Type to the Style Library 1204 Modifying the XSLT File's Properties in the Style Library 1205 Apply the New Style to an XLV 1207 Considerations When Creating Custom XSLT Files 1209 Applying Custom XSLT Files via the Web Interface 1210 XLVs and DFWPs Working Together 1210 Creating New, Edit, and Display Item Forms 1210 Creating a New Item DFWP for the Training List 1211 Creating a New Contact Form 1215 Creating Web Part Connections Between XLVs and DFWPs 1224 Summary Working with the Data View and Data Form Web Parts 1231 Creating DFWPs in SharePoint Designer 1232 Adding the New Icon to DFWPs and Formatting Fields 1237 Adding the Doclcon Image to DFWPs 1241 Applying Inline Editing to DFWPs 1242 Adding Filtering and Sorting to a DFWP 1252 Aggregating List Data with SPDataSource 1253 Hyperlinking Fields in Data View Rollups 1259 Styling the CrossList DFWP 1265 Paging and Security Trimming 1267

20 Contents xxiii Cross-site Collection List Lookup Using SOAP 1267 Using the XLV and DFWP to Add Ratings to Blogs 1270 Adding Ratings to the post.aspx Page 1272 Adding Ratings to the Blog Home Page 1274 Creating a Top Rating Posts DFWP 1279 Using a DFWP for the Blog Home Page Posts Summary 1281 Real World: Creating a Slider DFWP 1281 Summary Configuring and Customizing List Forms 1293 Working with List Forms in SharePoint 1293 InfoPath versus ASPX List Forms 1294 Why Custom List Forms? 1295 Form Options in SharePoint Designer Getting Technical: Anatomy of List Form Pages 1300 Looking Inside a List Form in SharePoint. Designer 1301 Editing List Forms via the Web Interface. Best Practices for Customizing List Forms in 1304 SharePoint Changes Between Forms in SharePoint Designer 2007 and Creating Custom (ASPX) List Forms 1309 Accessing List Forms in SharePoint Designer 1309 Creating Custom Forms from the List Settings Page 1312 Forms and the Dialog Framework 1314 Setting a Form Type as Default Post Form Creation 1315 Editing the New Form in SharePoint Designer 1316 Changing the Form's Type Post Form Creation 1317 Creating Custom List Forms in Document Libraries 1319 Creating Custom Forms by Inserting a Custom List Form Control 1319 Working with Form Fields and Custom Forms 1324 Field Limit on Custom Forms 1329 Adding Conditional Formatting to ASPX List Forms 1330 Using Data View Form Controls 1336 Styling Custom List Forms 1340 Styling Custom Buttons and Button Usability 1340 Theming List Forms 1342 Modifying List Form Column (field) Widths 1344 Cascading Drop-down Fields with jquery 1347 Configuring Custom Forms for Multiple Content Types 1350 Why Use Different Forms for Different Content Types? 1350 Form Behavior with Multiple Content Types 1351

21 xxiv Microsoft SharePoint Designer 2010 Unleashed Process for Creating Separate Content Type (Custom) Forms 1352 Ensuring Form Consistency with Multiple Content Types 1355 Summary Customizing List Forms with InfoPath 2010 Forms 1359 InfoPath InfoPath Designer 2010 Backstage 1361 The InfoPath 2010 Workspace 1364 Looking Inside an InfoPath File: XSN Files 1374 The Role of InfoPath in SharePoint Creating InfoPath List Forms 1377 Managing InfoPath Form Settings in the Web Interface 1378 InfoPath List Forms in SharePoint Designer InfoPath and Custom ASPX List Forms 1382 Methods for Creating InfoPath List Forms 1383 Easily Publishing List Forms from InfoPath 1385 List and Content Types Supported for InfoPath List Forms 1385 Supported Field (Data) Types in InfoPath Forms 1387 Working with the InfoPath Form Web Part 1388 Using Views with InfoPath List Forms 1389 Appending Changes on Multiple Lines of Text Fields 1395 Designing InfoPath List Forms 1395 Adding and Deleting Fields 1397 Adding a New Data Connection 1403 Displaying Fields with a Repeating Section and Table 1404 Creating Rules to Manage Visibility of Content 1406 Creating Cascading Drop-downs 1408 Summary Using Workflows and Creating Custom Workflows 1415 Getting Started with SharePoint Workflows 1416 Out-of-the-Box Workflows 1416 Working with the Out-of-the-Box Workflows 1418 Associating a Workflow 1418 Workflow and Content Types 1420 Modifying Existing Workflows 1421 Web Application Workflow Settings 1422 Creating Workflows Using SharePoint Designer 1424 Copy and Customize an Out-of-the-Box Workflow 1425 Types of Workflow 1426 List Workflow 1427 Reusable Workflows and Content Types 1428 Site Workflow 1428

22 Contents xxv Workflow Development Lifecycle 1428 Creating Workflows in Visio Exporting from Visio and Importing into SharePoint Designer 1432 SharePoint Designer Workflow Tools 1434 Workflow Steps 1434 Workflow Conditions 1434 Workflow Actions 1438 Publish Globally 1439 Start Options 1439 Utility Actions 1440 Workflow Association and Initiation Forms 1441 Creating Initiation Forms 1441 Site Workflows 1445 Working with Task Actions in Workflows 1448 Creating and Customizing an Approval Workflow 1449 Approval Task in Detail 1451 Completion Conditions 1453 Adding Actions to Tasks 1454 Creating Workflows with Impersonation Steps 1456 Integrating User Profile Information with Workflows 1458 Workflow Management Lists 1462 Testing the Workflow Management List 1469 Customizing Workflow s 1471 Workflow Integration with Office Clients 1473 Managing Workflows 1476 Exporting Workflows 1476 Importing into Visual Studio 1477 Exporting to Visio 1478 Workflow Status 1479 Visual Representation of Workflow Status 1479 Logging 1480 Security 1480 Summary Creating Custom List Actions: Adding Buttons to the Ribbon and List Item Menus 1483 Custom List Actions 1484 What Does a Custom Action Look Like in SharePoint 2010? 1485 Pros and Cons of Using SharePoint Designer for Custom Actions 1486

23 xxvi Microsoft SharePoint Designer 2010 Unleashed Creating and Configuring Custom List Actions 1487 Creating Custom Actions When Creating Custom List Forms 1487 Creating a Quick Step Custom Action in the Ribbon 1488 Creating Custom Actions in List Settings 1490 Custom Action Locations 1490 Setting the Type of Action 1492 Advanced Custom Action Options 1494 Considerations Around Adding Custom Actions to the Ribbon 1499 Creating a Custom Action to Print Lists 1500 Housekeeping: Enabling Server-side Scripts on ASPX Pages 1501 Creating the ASPX Page for the Print Command 1501 Adding the Print Command to the I.IM 1504 Sharing Custom Action Resources Throughout Site Collections Associating Custom List Actions with Workflows 1506 Deleting a Workflow Currently Associated with a Custom Action.1511 Moving and Exporting Custom Actions 1511 Saving Lists with Custom Actions as List Templates 1511 Saving a Site as a Template (WSP) 1511 Extending Custom List Actions Using Features 1512 Custom List Actions: Behind the Scenes 1512 Reusable Custom Actions: Solution Files and Visual Studio 1515 Deploying a Custom Action to Other Locations 1517 Deploying a Custom Action to All Announcements Lists 1524 Summary 1527 Index 1529