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40 Chapter 2 Working with SharePoint Sites Save 4. On the Quick Access Tool bar, click Save. The site settings page is refreshed, and the tab label changes to Human Resources with no asterisk. In the Navigation pane, the site object is labeled Human Resources, as is the ScreenTip that appears when you hover the mouse over the site name. 5. In the Customization area of the site settings page, click Change site theme. If prompted, type your user name and password, and then click OK. A browser window opens and displays the Site Theme page. 6. In the Select a Theme section, click Azure, and then click Apply. The Processing page is momentarily displayed before the site settings page is displayed, with the Azure theme applied. Troubleshooting Cascading style sheets used on SharePoint sites can be created so that they do not support themes. This often occurs on company portal sites or an Internet site where a company wants to maintain its brand on all sites within a site collection. If the theme you choose in this exercise is not applied, check with your SharePoint administrator. 7. Under Look and Feel, click Site theme. The Site Theme page is displayed. 8. In the Select a Theme section, click Default (no theme), and then click Apply. The site settings page is displayed, with no theme applied. CLEAN UP Close the browser, but leave SharePoint Designer open if you are continuing to the next exercise. Publishing Features Publishing functionality is enabled on SharePoint Server sites when the SharePoint Server Publishing feature is activated. A feature is a concept introduced in Windows SharePoint Services 3.0 that allows you to activate or deactivate functionality at the level of a site, site collection, Web application, or SharePoint farm. The SharePoint Server Publishing feature depends on the activation of the SharePoint Server Publishing Infrastructure feature at the site-collection level. Microsoft developed both these features, which are installed when SharePoint Server 2010 is installed on each Web front end. Site owners can activate features to extend the functionality of their sites. Therefore, you can turn a SharePoint site based on the Team Site template into a publishing site by activating the SharePoint Server Publishing feature.
Managing Site Users and Permissions 41 Managing Site Users and Permissions SharePoint Designer provides you with more than just the ability to customize a SharePoint Foundation or SharePoint Server site. It also helps you manage and protect your sites without the need to open the browser. When you create a site in the browser, you can choose whether the site has its own security setting. However, when you create a site with SharePoint Designer, your site automatically has the same security settings as the parent site. If you are customizing a new site to meet a specific business need, or if you want to templatize your site so that you can create many other sites based on your customizations, you do not want other users to use your site until your customizations are complete and tested. In this case, you need to alter the default security settings of your site. SharePoint permission rights, such as Manage Lists, Create Subsites, Apply Themes and Borders, and Delete Items, are grouped into permissions levels. On a specific SharePoint object, such as a site, a list, or a list item, you map a permissions level to a user or to a SharePoint group. SharePoint Foundation has five permission levels: Full Control, Design, Contribute, Read, Limited Access, and View Only. SharePoint Server has an additional three permission levels: Manage Hierarchy, Approve, and Restricted Read. In SharePoint Designer you cannot create a permission level or change the level of a permission rights group. However, you can create and manage SharePoint groups, and you can map users and SharePoint groups to permission levels for sites, lists, and libraries. To map permission levels to list items or individual files, you need to use the browser. See Also For more information on permissions and permission levels, see Chapter 3 and the appendix in Microsoft SharePoint Foundation 2010 Step by Step. In this exercise, you change the security settings for a subsite from inheriting permissions from its parent site to using unique permissions. You also prevent the Viewers site group from accessing the site and then grant a user, such as Todd, access to the site so that he can add and modify content. You then test whether that user can use SharePoint Designer to open the site. Important To complete this exercise, you need access to the credentials of another user account and a team site that is inheriting its permissions from its parent site. SET UP Using SharePoint Designer, open the team site you used in the previous exercise if it is not already open. The settings page for the site should be displayed.
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Microsoft® SharePoint® Designer 2
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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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Page 63 and 64: Using Task Panes 27 Compatibility H
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Page 107 and 108: Creating Lists and Libraries 71 Aft
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Page 111 and 112: Creating an Issue Tracking List 75
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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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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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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 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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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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520 Glossary XML Web services Compu
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524 calculated columns C calculated
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532 Enterprise Wiki Page content ty
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534 galleries G galleries All Files
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538 master pages master pages (cont
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540 pages pages (continued) Content
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544 Server Error dialog box Server
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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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