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, 70 447
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, 339 448
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, 360 449
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, 329 450
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 R 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 REST-Based Web Services, 320 322 REST service connections, 140 451
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, 4 452
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, 189 453
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), 145 454