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404 Chapter 12 Understanding Usability and Accessibility Establishing User and Compatibility Requirements The first stage in the user-centered design life cycle is researching, conceptualizing, and planning. In essence, this means establishing the requirements for your Web site and all its prospective users. User requirements is a broad term, and it should initially include research to determine any accessibility requirements and the platforms, browsers, and devices that you want your Web site to be compatible with. User requirements should then be established in line with business requirements so that you can conceptualize and plan your Web site and determine the scope of its usage and the functionality required. User-requirement documents generally involve the use of personas, usage scenarios, or use cases. To take one example, personas can be as detailed as you like, but generally, when creating a persona, you should look to include the following information about a user: ●● ●● ●● ●● ●● Name, age, and role within a company (if applicable); for example, team leader Level of IT competence; for example, ten years of experience with IT/Web sites IT requirements; for example, uses a PC with the Internet Explorer 8 browser Specific requirements; for example, visually impaired and uses browser zoom functionality Usage scenario(s) for the system; for example, a team site contributor who produces content on a weekly basis Tip A number of useful resources about creating personas are available on the Internet. Two good articles can be found at www.nytimes.com/2009/07/19/automobiles/19design.html?_r=2 and www.themonitor.eu/content/?p=33. The step of producing a persona can be carried out on paper or in relevant modeling tools, such as Microsoft Word, Microsoft Visio, or Microsoft PowerPoint. You can create one or numerous personas. An example is shown in the following illustration.
Establishing User and Compatibility Requirements 405 SharePoint Designer can assist you in determining which browsers your Web site should be compatible with. It provides several tools that can give you a better understanding of browser compatibility and the potential work involved in making your site accessible to users on a wide range of browsers. On the Home tab, you can click the Preview In Browser down arrow in the Preview group at any stage in your development. SharePoint Designer provides you with a number of options for browsers and screen resolutions in which you can preview your Web site. This list of browsers can be expanded by clicking Edit Browser List. You can then add browsers and screen resolutions of your choice. Ideally, throughout the life cycle of development, you should test the compatibility of your Web site with the browsers and screen resolutions used by your target users.
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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
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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 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 External Content Types 217
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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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Page 403 and 404: 11 Working with Master Pages In thi
Page 405 and 406: Understanding Master Pages 369 Logo
Page 407 and 408: Understanding Master Pages 371 fold
Page 409 and 410: Understanding Master Pages 373 that
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454 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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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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