Kathy Hughes

Microsoft*SharePoinf

Designer 2010

A MM g®"Msift Mi*p\% v^lk

mMs/itg t)i*9 800 East 96th Street, Indianapolis, Indiana 46240 USA

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 2007 22

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

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

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 127

5 In-Browser Customization: Navigation, Content Pages, and Content 129

How Navigation Works 129

Navigational Options in SharePoint 2010 130

How Site Navigation Settings Work 132

Tree View Menu 135

Navigation Settings Page: SharePoint Server 2010 137

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 2010 150

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

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 2010 185

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 205

6 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 with the HTML Form Web Part 229

Working 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

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 2010

7 Web Interface Design with SharePoint Designer 2010 265

Introduction to SharePoint Designer 265

Who Is SharePoint Designer For? 266

Limitations of SharePoint Designer 267

Changes from SharePoint Designer 2007

to SharePoint Designer 2010 267

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

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 332

8 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 in SharePoint 2010 347

Site Templates New to SharePoint 2010 347

Enhanced Site Templates: Document Center Site Template 348

Hiding Subsite Templates in Publishing Site Collections 349

Deprecated Site Directory in SharePoint Server 2010 352

Site Templates Not Editable in SharePoint Designer 353

Creating New Sites in SharePoint Designer 2010 354

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 2010 364

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

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 2010 382

Summary 388

9 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 409

10 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 MultipleContent 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

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 Tagsand 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 497

12 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

Contents xiii

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 .515

New ASPX Page from Master 518

Working with the Page Settings Page to Manage Page Propertiesand 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 531

13 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

xiv Microsoft® SharePoint® Designer 2010 Unleashed

ConsumingNew 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 591

14 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 640

15 Creating New Publishing Page Layouts 641

Terminology and Page Layouts 642

Advantages of Page Layouts 642

Key Changes in Page Layouts Since SharePoint Server 2007 643

Page Layout Modeling in SharePoint Server 2010 644

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 2010 661

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

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 ExistingContent 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 714

16 Working with and Creating New SharePoint CascadingStyle Sheets (CSS) 715

CSS Fundamentals 716

What Does CSS Do? 716

CSS Format 717

What About CSS3? 718

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 2010 723

CSS Sprites 725

Themable CSS 727

Dialogs and CSS in SharePoint 2010 728

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 791

17 Creating New SharePoint 2010 Master Pages 793

Master Pages in SharePoint 2010 794

Search Center and MySite Master Pages 795

Basic Master Page Architecture in SharePoint 2010 796

New in SharePoint 2010 Master Pages 797

Unchanged Since SharePoint 2007 798

Contents xvii

Deploying Master Pages 799

Master Page Inheritance in Site Collections 802

Important Considerations When Workingwith 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 Changingthe 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

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 in v4.master 891

Using the CombinedNavSiteMapProvider Site Map Provider 895

Using the CombinedNavSiteMapProvider on Publishing Site

Collections 896

Creating Multi-tier Navigation with the

CombinedNavSiteMapProvider 899

Encoded Characters 901

Changing the Quick Launch Menu 902

Modifying Navigation in SharePoint Foundation 2010 910

Managing Cross-Site Navigation 911

Porting Existing Master Pages 915

Porting an ASP.NET Website Master Page 915

Summary 921

18 SharePoint Themes and Themable CSS: The Icing on the Cake 923

Why Use Themes? 923

How Themes Work 924

Themes in SharePoint 2007 925

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 2010 942

What Gets Themed in SharePoint 2010 952

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.... 970

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

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 2010 1006

How to Attach a List from Another Site in

SharePoint Designer 2010 1007

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

Using SOAP to Connect to Another Site 1036

Creating a 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 1054

20 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

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 1091

21 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 1109

22 Overview of XSLT List View and Data View Web Parts in SharePoint 2010 1111

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

Contents xxi

Managing ShaiePoint Views 1116

Working with Views in Site Collections 1117

New with Views in SharePoint 2010 1120

List View Page Model 1122

SharePoint View Anatomy: Things You Should Know 1122

XSLT Defined 1126

The Role of XSLT in SharePoint 2010 1127

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 2007 1130

Back to the Future: XLVs in SharePoint Designer 2010 1131

Editing Options for XLVs in SharePoint Designer 2010 1132

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 2010 ....1142

Editing Options for DFWPs in SharePoint Designer 2010 1142

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 1159

23 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

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 1229

24 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

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 1292

25 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 2010 1295

Getting Technical: Anatomy of List Form Pages 1300

Looking Inside a List Form in SharePoint Designer . 1301

Editing List Forms via the Web Interface.

1304

Best Practices for Customizing List Forms in

SharePoint 2010 1307

Changes Between Forms in SharePoint Designer 2007

and 2010 1308

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

xxiv Microsoft® SharePoint® Designer 2010 Unleashed

Process for Creating Separate Content Type (Custom) Forms 1352

Ensuring Form Consistency with Multiple Content Types 1355

Summary 1358

26 Customizing List Forms with InfoPath 2010 Forms 1359

InfoPath 2010 1360

InfoPath Designer 2010 Backstage 1361

The InfoPath 2010 Workspace 1364

Looking Inside an InfoPath File: XSN Files 1374

The Role of InfoPath in SharePoint 2010 1374

Creating InfoPath List Forms 1377

Managing InfoPath Form Settings in the Web Interface 1378

InfoPath List Forms in SharePoint Designer 2010 1379

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 1413

27 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

Contents xxv

Workflow Development Lifecycle 1428

Creating Workflows in Visio 2010 1430

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

Initiation Forms 1441

Creating 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 Emails 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 1481

28 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

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 -1506

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