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Contents Part 1 Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Is This the Right SharePoint Book for You? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvii Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix Using the Practice Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix Features and Conventions of This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxi Getting Started with Microsoft SharePoint Designer 2010 1 Exploring SharePoint Designer 2010 1 Understanding SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Using SharePoint Designer to Carry Out Common Tasks. . . . . . . . . . . . . . . . . . . . . . . 4 Understanding What’s New in SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . 6 Creating Sites with SharePoint Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Exploring the SharePoint Designer Shell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Using SharePoint Designer to Explore a Web Page. . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Using Task Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Controlling the Use of SharePoint Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Key Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 2 Working with SharePoint Sites 37 Changing the Title, Description, and Theme of a Site. . . . . . . . . . . . . . . . . . . . . . . . . 38 Managing Site Users and Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Creating a Site Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Deleting a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48 Resetting a Site Template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Exploring a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit: microsoft.com/learning/booksurvey vii
Page 3: Microsoft® SharePoint® Designer 2
Page 6 and 7: Published with the authorization of
Page 10 and 11: viii Contents Part 2 Navigating a S
Page 12 and 13: x Contents Part 3 Creating a Profil
Page 14 and 15: xii Contents 13 Managing Web Conten
Page 17: Acknowledgments I want to thank my
Page 21 and 22: Introduction Welcome to Microsoft
Page 23 and 24: Using the Practice Files Before you
Page 25 and 26: Using the Practice Files xxiii host
Page 27 and 28: Using the Practice Files xxv ●●
Page 29 and 30: Using the Practice Files xxvii Crea
Page 31: Getting Help Every effort has been
Page 34 and 35: xxxii Features and Conventions of T
Page 36 and 37: Chapter at a Glance Use SharePoint
Page 38 and 39: 2 Chapter 1 Exploring SharePoint De
Page 46 and 47: 10 Chapter 1 Exploring SharePoint D
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22 Chapter 1 Exploring SharePoint D
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2 Working with SharePoint Sites In
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Changing the Title, Description, an
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Managing Site Users and Permissions
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Managing Site Users and Permissions
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Creating a Site Hierarchy 45 CLEAN
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Creating a Site Hierarchy 47 Save 3
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Resetting a Site Template 49 6. Rig
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Resetting a Site Template 51 4. Cli
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Exploring a SharePoint Site 53 Alwa
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Exploring a SharePoint Site 55 Coll
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Navigating a Site’s Components 57
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Navigating a Site’s Components 59
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Saving and Using a Site Template 61
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Saving and Using a Site Template 63
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Key Points 65 ●● ●● ●●
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Chapter at a Glance Create a list o
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70 Chapter 3 Working with Lists and
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100 Chapter 3 Working with Lists an
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Chapter at a Glance Insert hyperlin
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110 Chapter 4 Creating and Modifyin
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Chapter at a Glance Create and cust
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144 Chapter 5 Working with Data Vie
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Chapter at a Glance Connect to a se
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174 Chapter 6 Working with Data Sou
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Chapter at a Glance Create external
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208 Chapter 7 Using Business Connec
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Part 3 Using Workflow 8 Understandi
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8 Understanding Workflows In this c
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Working with Workflows 251 ●●
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Creating Workflows with SharePoint
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Using Actions and Conditions 259 se
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Using Actions and Conditions 261 Th
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Using Actions and Conditions 263 12
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Modifying a Workflow 265 If you mod
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Deploying Workflows 267 CLEAN UP Sa
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Deploying Workflows 269 In this exe
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Deploying Workflows 271 7. In the T
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Creating a Multistep Workflow 273 C
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Creating a Site Workflow 275 Else-I
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Using Visio to Map a Workflow 277 C
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Using Visio to Map a Workflow 279 C
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Importing a Workflow from Visio 281
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Exporting a Workflow to a Visio Dra
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Removing and Deleting Workflows 285
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Key Points 287 Tip Deleting a workf
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9 Using Reusable Workflows and Work
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Creating and Using Reusable Workflo
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Creating Association Columns 293 Cr
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Reusing Globally Reusable Workflows
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Reusing Globally Reusable Workflows
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Creating Globally Reusable Workflow
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Creating Initiation and Association
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Creating Initiation and Association
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Retrieving Values from Initiation F
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Retrieving Values from Initiation F
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Modifying an InfoPath Form 309 Note
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Modifying an InfoPath Form 311 Cont
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Publishing an InfoPath Form 313 Tip
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Publishing an InfoPath Form 315 5.
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Modifying Initiation Form Parameter
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Adding Association Fields to Initia
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Adding Association Fields to Initia
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Modifying Task Forms 323 1. In the
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Part 4 Advanced Customizations 10 B
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10 Branding SharePoint Sites In thi
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Setting the CSS and Color Coding Pa
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Setting the CSS and Color Coding Pa
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Identifying Styles in Cascading Sty
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Identifying Styles on Content Pages
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Creating and Attaching CSS Files 34
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Creating and Attaching CSS Files 34
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Creating a Functioning HTML Page 34
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Creating Styles 347 Tip Don’t for
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Modifying and Deleting Styles 349 9
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Modifying and Deleting Styles 351 C
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Using the Style Application Group C
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Using the Style Application Group C
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Understanding SharePoint’s CSS In
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Using IntelliSense to add CSS 359 1
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Using IntelliSense to add CSS 361 1
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Using CSS Reports 363 In this exerc
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Chapter at a Glance Understand mast
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368 Chapter 11 Working with Master
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12 Understanding Usability and Acce
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Implementing a User-Centered Design
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Establishing User and Compatibility
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Establishing User and Compatibility
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Designing a Prototype 409 Tip Card
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Defining Accessible Branding 411 9.
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Defining Accessible Branding 413 3.
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Testing for Usability 415 At this s
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Testing for Usability 417 6. In the
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Understanding Accessibility Legisla
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Understanding Accessibility Legisla
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Maintaining Legislation Compliance
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Maintaining Legislation Compliance
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Key Points 427 Key Points ●●
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13 Managing Web Content in the Shar
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Creating a Publishing Site 431 Crea
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Understanding Web Content Managemen
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Understanding the Page Model 439 Ea
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Understanding the Page Model 441 8.
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Creating a Page Layout 443 ●● W
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Creating a Page Layout 445 SharePoi
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Modifying a Page Layout 447 CLEAN U
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Allowing Users to Rate Web Content
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Approving a Page Layout 451 8. On t
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Restoring an Earlier Version of a P
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Detaching and Reattaching a Page La
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Chapter at a Glance Use the ribbon
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460 Chapter 14 Using Controls in We
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A SharePoint Designer Workflow Cond
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Core Actions 483 Core Actions The c
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Document Set Actions 485 Document S
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List Actions 487 Inherit List Item
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Task Behavior Actions 489 When the
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B Creating a New Approval Process T
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493 The Start Approval Process acti
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495 ●● ●● The Approval page
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497 ●● ❍❍ ❍❍ Reassignme
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499 The On Task Completed event tri
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On Approval Completed This event ru
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504 Appendix C Administrative Tasks
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Glossary 515 Glossary association A
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Glossary 517 File Transfer Protocol
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Glossary 519 site definition A set
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Index A Access creating linked tabl
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uttons 523 Assign a Form to a Group
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connections 525 combining related d
Page 563 and 564:
customized files 527 View 464 WebPa
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dialog boxes 529 Data Sources galle
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enterprise searches 531 Site To Loa
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functions 533 restoring versions of
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legislation 535 images converting 1
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master pages 537 associating 103-10
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pages 539 NewForm.aspx 72, 126 New
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publishing 541 Pages library 137, 4
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server controls 543 globally reusab
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sites 545 site collections 9 admini
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task panes 547 static Web Parts 115
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utility actions 549 third-party too
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Web Parts 551 visitors 435 visual a
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WSP solution file 553 creating asso
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About the Author Penelope Coventry
Page 594:
What do you think of this book? We
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