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174 Chapter 6 Working with Data Sources In this chapter, you will use the Data Sources gallery page to create data connections to a number of data sources, and you will link data sources that contain interrelated data to one another. You will also learn how to use Web Part connections. Practice Files Before you can use the practice files provided for this chapter, you need to install them from the book’s companion Web site. For more information about practice files, see “Using the Practice Files” on page xxiii. Using Data Sources The Data Sources gallery page is an easy-to-use interface for creating, managing, and modifying data connections to data sources. These data connections describe a location and provide a query that the Microsoft SharePoint Foundation Data Retrieval Service uses to obtain data from the data sources. The Data Retrieval Service provides a layer of abstraction so that both Microsoft SharePoint Designer 2010 and Data Views do not need to differentiate between various methods of accessing data sources. When you request a page by using SharePoint Designer 2010, it is the responsibility of the Data Retrieval Service on the Web server to return the data in an XML format that SharePoint Designer understands. SharePoint Designer interprets the XML data and displays it in the Data Source Details task pane and in Design view when the page contains any Data Views. Similarly, when you request a page by using the browser, the Data Retrieval Service provides the XML data, which SharePoint uses together with the XSLT from the Data View to provide the page that the browser renders. In the browser, when the Data View is configured to allow users to edit data, the Data Retrieval Service communicates any changes back to the data sources.
Using Data Sources 175 SharePoint Designer Browser HTML, JavaScript Microsoft SharePoint Foundation Web Part page XML Web services ASPX page Data View XSLT XML data Data Retrieval Service SharePoint data Databases SOAP services REST services Serverside scripts XML files RSS You can connect to a variety of data sources, which are grouped according to the access method they use, as described in the following table. Data source groups SharePoint lists and libraries Database connections Description Every list and library that is not hidden from the browser is listed in the Data Sources gallery page. When you first open the Data Sources gallery page, no connections to any databases are defined. You can create a connection to a variety of databases that reside on Microsoft SQL Server 2000 or later versions, or to any data source that uses the OLE DB protocols. You can create multiple data connections to the same database, each using a different table, view, or query.
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Microsoft® SharePoint® Designer 2
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Published with the authorization of
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Contents Part 1 Acknowledgments . .
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Contents ix Attaching a Master Page
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Contents xi Part 4 Advanced Customi
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Contents xiii B Creating a New Appr
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Is This the Right SharePoint Book f
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xx Introduction Your Companion eBoo
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xxii Using the Practice Files Chapt
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xxiv Using the Practice Files Clien
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xxvi Using the Practice Files SET U
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xxviii Using the Practice Files Not
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Features and Conventions of This Bo
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Part 1 Getting Started with Microso
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1 Exploring SharePoint Designer 201
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Understanding SharePoint Designer 2
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Using SharePoint Designer to Carry
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Understanding What’s New in Share
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Creating Sites with SharePoint Desi
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Creating Sites with SharePoint Desi
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Exploring the SharePoint Designer S
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Using SharePoint Designer to Explor
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Using Task Panes 27 Compatibility H
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Using Task Panes 29 7. Click Find A
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Using Task Panes 31 Close 18. In th
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Key Points 33 3. Under Site Collect
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Chapter at a Glance Create a site h
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38 Chapter 2 Working with SharePoin
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Part 2 Working with Information 3 W
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3 Working with Lists and Libraries
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Creating Lists and Libraries 71 Aft
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Creating Lists and Libraries 73 Sav
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Creating an Issue Tracking List 75
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Working with List Columns 77 6. On
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Working with List Columns 79 4. Cli
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Using Column Validation 81 5. Click
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Creating an XSLT List View Web Part
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Creating an XSLT List View Web Part
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Customizing an XSLT List View Web P
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Adding Custom Actions 89 3. On the
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Adding Custom Actions 91 3. Navigat
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Creating Server Ribbon Custom Actio
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Creating Site Columns 95 In this ex
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Using Site Columns 97 Edit Columns
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Creating Content Types 99 Content t
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Adding a Document Template to a Con
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Associating Content Types with List
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Deleting SharePoint Objects 105 CLE
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Key Points 107 Key Points ●●
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4 Creating and Modifying Web Pages
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Inserting Text, ScreenTips, Hyperli
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Inserting Text, ScreenTips, Hyperli
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Working with Web Parts 115 A common
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Working with Web Parts 117 5. Click
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Changing the Home Page for a Web Si
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Modifying a List View Page 121 6. U
Page 159 and 160: Creating List View Pages 123 The wo
Page 161 and 162: Creating and Modifying a List Form
Page 167 and 168: Creating an ASP.NET Page 131 If you
Page 169 and 170: Inserting a Web Part Zone 133 SET U
Page 171 and 172: Attaching a Master Page 135 In this
Page 173 and 174: Managing Web Pages 137 Managing Web
Page 175 and 176: Managing Web Pages 139 Check Out Ch
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Page 179 and 180: 5 Working with Data Views In this c
Page 181 and 182: Creating a Data View 145 In this ex
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Page 185 and 186: Customizing Data Views 149 Customiz
Page 187 and 188: Customizing Data Views 151 Note The
Page 189 and 190: Inline Editing 153 SET UP Using Sha
Page 191 and 192: Applying Conditional Formatting 155
Page 193 and 194: Showing and Hiding Content 157 9. U
Page 195 and 196: Showing and Hiding Content 159 Tip
Page 197 and 198: Using XSLT 161 See Also For an exce
Page 199 and 200: Using Formula Columns 163 Save 10.
Page 201 and 202: Working with XPath Expressions 165
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Page 205 and 206: Deploying Web Parts 169 When you ed
Page 207 and 208: Key Points 171 Key Points ●●
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Page 213 and 214: Using Data Sources 177 Caution When
Page 215 and 216: Using Data Sources 179 The XML file
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Page 225 and 226: Connecting to SOAP Services 189 2.
Page 227 and 228: Connecting to REST Services 191 See
Page 229 and 230: Connecting to a Database 193 use th
Page 231 and 232: Connecting to a Database 195 Warnin
Page 233 and 234: Using Linked Sources 197 CLEAN UP L
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Page 239 and 240: Connecting Web Parts 203 3. Click N
Page 241 and 242: Key Points 205 Two-way arrow 11. Di
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Page 247 and 248: Creating Database External Data Sou
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Creating and Managing External List
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Creating and Managing External List
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Working with Office Application Ext
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Exporting and Using the BDC Model 2
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Creating a Profile Page 233 The Cre
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Creating a Profile Page 235 SET UP
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Using Associations 237 CLEAN UP Clo
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Using Associations 239 80. In the N
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Using Associations 241 88. Click Ne
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Managing External Content Types 243
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Key Points 245 ●● ●● ●●
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Chapter at a Glance Create a workfl
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250 Chapter 8 Understanding Workflo
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Chapter at a Glance Create reusable
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328 Chapter 10 Branding SharePoint
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11 Working with Master Pages In thi
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Understanding Master Pages 369 Logo
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Understanding Master Pages 371 fold
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Understanding Master Pages 373 that
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Understanding Master Pages 375 Find
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Copying and Saving a Master Page 37
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Customizing a Master Page 379 Save
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Customizing a Master Page 381 3. In
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Customizing a Master Page 383 9. Cl
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Changing the Default Master Page 38
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Managing Content Placeholders 387 T
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Managing Content Placeholders 389 3
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Creating a Web Page from a Master P
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Creating a Web Page from a Master P
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Exporting Master Pages 395 Two of t
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Resetting a Master Page to the Site
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Chapter at a Glance 1 RESEARCH, CON
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402 Chapter 12 Understanding Usabil
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Chapter at a Glance Page Layout Ima
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430 Chapter 13 Managing Web Content
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14 Using Controls in Web Pages In t
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Working with the Ribbon and Tag Pro
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Working with the Ribbon and Tag Pro
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Using a Standard ASP.NET Server Con
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Validating User Data Entry 467 2. O
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Using ASP.NET Validation Controls 4
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Using ASP.NET Validation Controls 4
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Using SharePoint Data View Controls
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Testing an ASP.NET Form 475 Save 10
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Using SharePoint Server Controls 47
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Key Points 479 8. Click OK to close
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482 Appendix A SharePoint Designer
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492 Appendix B Creating a New Appro
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C Administrative Tasks Using ShareP
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Installing SharePoint Foundation 20
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Enabling All Site Templates on a Sh
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Restricting the Use of SharePoint D
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Configuring the External Content Ty
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Enabling or Disabling User-Defined
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516 Glossary customized Web page A
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518 Glossary master page A special
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520 Glossary XML Web services Compu
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522 actions, task behavior actions,
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524 calculated columns C calculated
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526 connections connections (contin
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528 customized pages customized pag
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530 dialog boxes dialog boxes (cont
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532 Enterprise Wiki Page content ty
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534 galleries G galleries All Files
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536 legislation legislation (contin
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538 master pages master pages (cont
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540 pages pages (continued) Content
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542 Publishing Approval template Pu
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544 Server Error dialog box Server
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546 sites sites (continued) root cr
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548 task panes task panes (continue
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550 v4.master V v4.master 334, 370-
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552 Web Parts Web Parts (continued)
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554 XLV Web Parts X XLV Web Parts 8
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