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Chapter at a Glance Use

Chapter at a Glance Use SharePoint Designer to explore a Web page, page 20 Use task panes, page 26 Explore the SharePoint Designer shell, page 13 Create a site, page 8 Control the use of SharePoint Designer, page 32

1 Exploring SharePoint Designer 2010 In this chapter, you will learn how to ✔✔ ✔✔ Understand SharePoint Designer. Use SharePoint Designer to carry out common tasks. ✔✔ Understand what’s new in SharePoint Designer 2010. ✔✔ ✔✔ ✔✔ ✔✔ ✔✔ Create a site with SharePoint Designer. Explore the SharePoint Designer shell. Use SharePoint Designer to explore a Web page. Use task panes. Control the use of SharePoint Designer. You may be reading this book because you have Microsoft SharePoint—Microsoft SharePoint Foundation 2010, Microsoft SharePoint Server 2010, or both—in your organization and want to do more with your SharePoint sites than you can achieve with only the browser. You do not know how to program SharePoint, but you want to create more complex solutions than you can achieve by using the browser and have been told that Microsoft SharePoint Designer 2010 is a tool that you can use to do this. What you’ve heard is true; SharePoint Designer is a powerful tool that allows you to create rich and robust applications on top of your SharePoint sites. SharePoint Designer is now “the preferred” tool for designing powerful, no-code solutions and applications in SharePoint 2010. It is a complex tool and is designed to help you present and manipulate content to meet your business needs. It’s not designed for adding static content, such as text or images to your Web pages, or for uploading documents or creating list items. You use the browser to complete those tasks. SharePoint Designer is not a tool for general use by all users who visit or have access to a SharePoint site. 1

  • Page 3: Microsoft® SharePoint® Designer 2
  • Page 6 and 7: Published with the authorization of
  • Page 9 and 10: Contents Part 1 Acknowledgments . .
  • Page 11 and 12: Contents ix Attaching a Master Page
  • Page 13 and 14: Contents xi Part 4 Advanced Customi
  • Page 15: Contents xiii B Creating a New Appr
  • Page 19: Is This the Right SharePoint Book f
  • Page 22 and 23: xx Introduction Your Companion eBoo
  • Page 24 and 25: xxii Using the Practice Files Chapt
  • Page 26 and 27: xxiv Using the Practice Files Clien
  • Page 28 and 29: xxvi Using the Practice Files SET U
  • Page 30 and 31: xxviii Using the Practice Files Not
  • Page 33 and 34: Features and Conventions of This Bo
  • Page 35: Part 1 Getting Started with Microso
  • Page 39 and 40: Understanding SharePoint Designer 2
  • Page 41 and 42: Using SharePoint Designer to Carry
  • Page 43 and 44: Understanding What’s New in Share
  • Page 45 and 46: Creating Sites with SharePoint Desi
  • Page 47 and 48: Creating Sites with SharePoint Desi
  • Page 49 and 50: Exploring the SharePoint Designer S
  • Page 51 and 52: Exploring the SharePoint Designer S
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  • Page 55 and 56: Exploring the SharePoint Designer S
  • Page 57 and 58: Using SharePoint Designer to Explor
  • Page 59 and 60: Using SharePoint Designer to Explor
  • Page 61 and 62: Using SharePoint Designer to Explor
  • Page 63 and 64: Using Task Panes 27 Compatibility H
  • Page 65 and 66: Using Task Panes 29 7. Click Find A
  • Page 67 and 68: Using Task Panes 31 Close 18. In th
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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

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    Creating List View Pages 123 The wo

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    Creating and Modifying a List Form

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    Creating and Modifying a List Form

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    Creating and Modifying a List Form

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    Creating an ASP.NET Page 131 If you

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    Inserting a Web Part Zone 133 SET U

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    Attaching a Master Page 135 In this

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    Managing Web Pages 137 Managing Web

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    Managing Web Pages 139 Check Out Ch

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    Key Points 141 ●● ●● ●●

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    5 Working with Data Views In this c

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    Creating a Data View 145 In this ex

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    Creating a Data View 147 8. Under L

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    Customizing Data Views 149 Customiz

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    Customizing Data Views 151 Note The

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    Inline Editing 153 SET UP Using Sha

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    Applying Conditional Formatting 155

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    Showing and Hiding Content 157 9. U

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    Showing and Hiding Content 159 Tip

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    Using XSLT 161 See Also For an exce

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    Using Formula Columns 163 Save 10.

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    Working with XPath Expressions 165

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    Working with XPath Expressions 167

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    Deploying Web Parts 169 When you ed

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    Key Points 171 Key Points ●●

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    6 Working with Data Sources In this

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    Using Data Sources 175 SharePoint D

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    Using Data Sources 177 Caution When

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    Using Data Sources 179 The XML file

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    Working with XML Data 181 3. Naviga

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    Connecting to an RSS Feed XML File

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    Connecting to an RSS Feed Server-Si

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    Connecting to an RSS Feed Server-Si

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    Connecting to SOAP Services 189 2.

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    Connecting to REST Services 191 See

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    Connecting to a Database 193 use th

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    Connecting to a Database 195 Warnin

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    Using Linked Sources 197 CLEAN UP L

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    Using Linked Sources 199 5. Click J

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    Using Linked Sources 201 12. Under

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    Connecting Web Parts 203 3. Click N

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    Key Points 205 Two-way arrow 11. Di

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    7 Using Business Connectivity Servi

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    What Is Business Connectivity Servi

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    Creating Database External Data Sou

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    Creating Database External Data Sou

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    Creating Database External Data Sou

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    Creating External Content Types 217

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    Creating External Content Types 219

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    Creating External Content Types 221

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    Creating Office Application Externa

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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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    290 Chapter 9 Using Reusable Workfl

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    Chapter at a Glance Identify styles

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    328 Chapter 10 Branding SharePoint

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    330 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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    456 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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    500 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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    How To Download Your eBook Thank yo

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