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Course Number:   SH-001
Course Title:  
SharePoint Designer 2007
Scheduled DatesRegister
   December 6 - 10, 2010 
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Length:   5 Day(s)

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Description:
This 5-day course is designed to give the student the tools and knowledge to further customize SharePoint sites by using SharePoint Designer 2007. The course covers all aspects of design, as well as external data integration and custom workflows.


What you will learn:
  • Customize a SharePoint site using master pages, page layouts and CSS styles
  • • Create custom SharePoint sit themes
  • • Configure the out-of-the-box workflows in MOSS 2007
  • • Customize workflows in SharePoint Designer 2007
  • • Develop custom line-of-business workflows
  • • Access external data using the Data View/Data Form Web part
  • • Connect to data sources including lists, libraries, Web services, and XML databases
  • • Create data applications in SharePoint Designer 2007
Audience:



Prerequisites:
  • The SharePoint Designer 2007 prerequisites are Introduction to SharePoint and Intermediate SharePoint or their equivalent.

Outline:
  2. Module 1: Introduction to SharePoint Designer
  3. In this module, you will be introduced to SharePoint Designer and understand ways in which you can use it to enhance your SharePoint sites. You will learn:
  4. • Overview of SharePoint Designer
  5. • How SharePoint Designer can enhance your SharePoint sites
  6. o Functionality
  7. o Look and feel
  8. • Windows Workflow Foundation
  9. • Typical scenarios when you would use SharePoint Designer
  10. • Comparison to other SharePoint customization tools:
  11. o SharePoint user interface modifications
  12. o Visual Studio.NET 2005
  13. Module 2: Understanding the SharePoint Designer Environment
  14. In this module, you will learn about the components that make up the SharePoint Designer environment and what they mean in terms of customizing your SharePoint sites. To realize the features available, you’ll open an existing SharePoint site in SharePoint Designer:
  15. • Connecting to an existing SharePoint Site
  16. • Navigating within SharePoint Designer
  17. o Working with the menus and task panes
  18. • Working with views
  19. o Coding options
  20. • Exploring the SharePoint site folders in the Folder task pane
  21. Module 3: Administrating SharePoint Sites with SharePoint Designer
  22. In this module, you will learn about how you can leverage administrative features in SharePoint Designer to remotely administrate your SharePoint sites, including establishing the security settings which will determine the degree by which users will be able to customize SharePoint sites.
  23. • Configuring Contributor Settings
  24. • Checking your site’s status with Reports, including usage analysis
  25. • Migrating SharePoint sites
  26. o Backing up a site
  27. o Restoring a site
  28. o Comparison of when you would choose to use the Publishing feature versus backup and restore options
  29. • Connecting to sites located in a perimeter network
  30. Module 4: Creating SharePoint Sites with SharePoint Designer
  31. In this module, you’ll create a new SharePoint site from within SharePoint Designer and then publish the site to an existing site collection. You’ll understand how you can leverage the existing templates for the new site and then configure the new site using the SharePoint Designer tools, including adding web parts and SharePoint content.
  32. • Create a new site and publish the site to the existing site collection
  33. • Add a new SharePoint content to the site
  34. • Add new web parts to the site
  35. • Working with Forms pages
  36. • Creating and adding new pages
  37. • Indexing the new site in SharePoint and adding the new site to the SharePoint site directory
  38. Module 5: Creating and Configuring Data Sources
  39. Using data sources, you can connect to SharePoint libraries and lists throughout your site collection, databases, XML files, server-side scripts, web services and Business Data Catalogs. You can import data into your SharePoint site from each of these connections using the Data Source properties in SharePoint Designer. This module will show you how you can work with data sources.
  40. • Adding an XML web service data source
  41. • Integrating with the Adventure Works Business Data Catalogue to create a new view
  42. • Connecting to another SharePoint library within your site collection
  43. Module 6: Working with Data Views and Conditional Formatting
  44. You can use data views to present data imported using data sources. In this module, you’ll take the imported data presentation explained in the last module a step further by using conditional formatting and expressions to determine the presentation of the resulting data.
  45. • Creating a data view
  46. • Configuring the data source
  47. • Importing fields
  48. • Working with conditional formatting
  49. • Editing XPath expressions
  50. • Applying filtering and style
  51. Module 7: Applying Controls to SharePoint Sites in SharePoint Designer
  52. Since SharePoint Designer integrates with ASP.NET 2.0, you can include ASP.NET 2.0 controls directly into your SharePoint sites. In this module, you’ll learn how you can drop controls onto your SharePoint pages and then bind and populate those controls using data connections. If you’ve previously worked with Visual Studio.NET 2005, then you may be familiar with controls, such as the gridview control.
  53. • Review types of controls available
  54. • Add an ASP.NET gridview control
  55. • Configure data source for an Access database
  56. • Populate and format data
  57. Module 8: Working with Master Pages
  58. In this module, you’ll learn about master pages. If you’ve worked with ASP.NET 2.0, then you may be familiar with master pages. Master pages are part of ASP.NET 2.0 and SharePoint uses master pages to control the second of two modules focused on Central Administration, you’ll learn how to do the following:
  59. • Default master pages
  60. • Creating new master pages
  61. o Page layouts
  62. o Placeholder controls
  63. o Global customization
  64. o Single site customization
  65. o Navigating around the master page
  66. • Adding and configuring menu controls on master pages
  67. o Changing the display levels
  68. • Significance of master pages and the _layouts directory
  69. Module 9: Working with Content Pages
  70. In this module, you’ll learn about tags and placeholders and how these components affect the presentation of content pages. You will also gain an understanding of how SharePoint Designer works with template pages and the options made available to you to roll back any changes made.
  71. • Associating content pages with master pages
  72. • Working with tag properties and placeholders
  73. • Customized versus uncustomized pages
  74. • Undoing customizations and reverting to page template
  75. Module 10: Working with Custom Style Sheets
  76. In SharePoint, you can apply a custom style sheet to either a single site or an entire site collection. In this module, you’ll create a custom cascading style sheet (CSS) and associate that custom CSS with your master page to affect the look and feel to your site, including fonts, colors and images. You’ll also modify a custom theme directly in SharePoint Designer and then save that theme and apply it to your custom site.
  77. • Reviewing the existing CSS properties
  78. • Modifying the existing CSS
  79. • Applying the custom CSS to other sites
  80. • Reverting to the default CSS
  81. Module 11: Branding your Corporate Site
  82. In this instructor-assisted module, you’ll use the techniques learned in the earlier modules to customize a SharePoint site to match the look and feel of your existing intranet or internet. You will create a new master page and apply styling to transform the out of the box design to match your corporate brand.
  83. • Self-paced, design exercise
  84. • Students work with the samples they brought along to the course, listed in the pre-requisites for the course.
  85. Module 12: Saving Sites as Templates
  86. This module will show you how you can save a customized site as a template, which you can then use when creating new sites in SharePoint.
  87. • Look at the differences between templates and site definitions in SharePoint.
  88. • Export your customized site as a SharePoint Site Template
  89. • Create a new site in SharePoint based on your custom template
  90. Module 13: Creating Workflows in SharePoint Designer
  91. In this module, you’ll learn about creating workflows in SharePoint Designer and ways in which you can use workflows to enhance your existing business processes. You’ll
  92. • What is a workflow and how can it benefit your existing business processes
  93. • Review the SharePoint default workflows
  94. • Understand the difference between creating workflows for SharePoint in:
  95. o SharePoint user interface
  96. o SharePoint Designer
  97. o Visual Studio.NET 2005
  98. • The relationship between SharePoint Designer workflows and Windows Workflow Foundation
  99. • Walkthrough a basic workflow creation in SharePoint Designer using the Workflow Designer wizard.
  100. o Working with events, actions, conditions and steps.
  101. • Location of workflow files
  102. Module 14: Creating a Multi Step Workflow
  103. In this module, you’ll take create a workflow for a custom list within a SharePoint site and build a multi step workflow, which includes certain conditions being met before e-mailing customers and updating, and copying list items. You’ll also include a custom form in the workflow solution to retrieve data from users.
  104. • Create a custom list on your SharePoint site.
  105. • Use the SharePoint Designer Workflow Designer wizard to create your custom workflow.
  106. • Save and execute your workflow
  107. • Run the workflow and review workflow status in your SharePoint site
  108. • Review workflow logs on the SharePoint server.
 
  

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