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62 Chapter 2 Working with SharePoint Sites SET UP Using SharePoint Designer, open the team site you used in previous exercises in this chapter, if it is not already open. The settings page for the site should be displayed. 1. On the Site tab, click Save as Template in the Manage group. The browser opens. If prompted, type your user name and password, and click OK. The Save As Template page is displayed. 2. In the File name box, type SPDSBS_Sites, and in the Template name box, type SBS Working with Sites. 3. In the Include Content section, select the Include Content check box, and then click OK. The Operation Completed Successfully page is displayed, stating that the Web site was successfully saved to the Solutions gallery. 4. On the Operation Completed Successfully page, at the end of the second paragraph, click solutions gallery. Tip If the Operation Completed Successfully page is not displayed, click Site Actions, and then click Site Settings. If you are working on a child site, under Site Collection Administration, click Go To Top Level Site Settings. On the site settings page, under Galleries, click Solutions. 5. Click SPDSBS_Sites. The Save As dialog box opens. 6. Navigate to the Desktop, and then click Save. The Save As dialog box closes. If the Download Complete dialog box opens, click Close. 7. On your Desktop, rename SPDSBS_Sites.wsp as SPDSBS_Sites.cab. A Rename warning dialog box opens, stating that the file might become unstable. 8. Click Yes to close the Rename warning dialog box. 9. Double-click SPDSBS_Sites.cab to open the cabinet file, locate Elements.xml in the SPDSBS_SitesWebTemplate path, and drag it to your desktop. Tip You might have to change the Explorer view to Details to see the path.
Saving and Using a Site Template 63 10. Right-click Elements.xml, and click Edit with Microsoft SharePoint Designer. SharePoint Designer displays Elements.xml in the workspace. The BaseTemplateID has a value of 1, the BaseTemplateName has a value of STS, and the BaseConfigurationID has a value of 0, which means that the SPDSBS_Sites template solution was based on the team site definition. 11. In the Navigation pane, click Subsites. A new workspace tab opens, labeled Subsites. 12. On the ribbon, click Subsite in the New group. The New dialog box opens, and in the Specify The Location Of The New Web Site text box, Subsite is highlighted. SharePoint Designer communicates with the SharePoint site collection and retrieves a list of SharePoint site templates that you can use as a basis for your new SharePoint child site. The SPDSBS_Sites site template is listed in the site type list. Note There is no visible difference between using site template solutions and site templates stored on the Web server.
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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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Page 57 and 58: 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
Page 69 and 70: Key Points 33 3. Under Site Collect
Page 72 and 73: Chapter at a Glance Create a site h
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Page 103 and 104: Part 2 Working with Information 3 W
Page 105 and 106: 3 Working with Lists and Libraries
Page 107 and 108: Creating Lists and Libraries 71 Aft
Page 109 and 110: Creating Lists and Libraries 73 Sav
Page 111 and 112: Creating an Issue Tracking List 75
Page 113 and 114: Working with List Columns 77 6. On
Page 115 and 116: Working with List Columns 79 4. Cli
Page 117 and 118: Using Column Validation 81 5. Click
Page 119 and 120: Creating an XSLT List View Web Part
Page 121 and 122: Creating an XSLT List View Web Part
Page 123 and 124: Customizing an XSLT List View Web P
Page 125 and 126: Adding Custom Actions 89 3. On the
Page 127 and 128: Adding Custom Actions 91 3. Navigat
Page 129 and 130: Creating Server Ribbon Custom Actio
Page 131 and 132: Creating Site Columns 95 In this ex
Page 133 and 134: Using Site Columns 97 Edit Columns
Page 135 and 136: Creating Content Types 99 Content t
Page 137 and 138: Adding a Document Template to a Con
Page 139 and 140: Associating Content Types with List
Page 141 and 142: Deleting SharePoint Objects 105 CLE
Page 143 and 144: Key Points 107 Key Points ●●
Page 145 and 146: 4 Creating and Modifying Web Pages
Page 147 and 148: 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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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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