05 share point designer
TRANSCRIPT
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Copyright 2006 Pilothouse Consulting Inc. All rights reserved.
Customization Using SharePoint Designer 2007
Overview
Editing look and feel
Master pages
Content pages
Customized vs. not customized
Data Views
Data Source Library
Formatting in Data Form web parts Web part connections
Configuring workflows
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Overview
In many cases SharePoint Designer (formerlyFrontPage) can be a substitute for a server sideprogrammer.
It allows the user to Edit the look and fill of SharePoint sites
Edit master pages in SharePoint sites
Pull data from multiple sources
Sort and filter the data
Format the data using a WYSIWYG editor
Configure workflows
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Master and Content Pages
Master Pageis a page that servers as a template forcontent pages and has extension .master. Each site hasa master page gallery for master page storage(example: http:///_catalogs/masterpage/).
Content Pageis a page that uses a master page toprovide a template and has extension . aspx. Contetpages can be stored anywhere on the site.
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Master and Content Pages Illustration
By using a master page, designers can factor commonelements of contents page into a master page template.
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Customized vs. Not Customized
Not a customized page - SharePoint retrieves the pagefrom site definition (Master Template) that is stored onthe web server.
Customized - SharePoint saves and retrieves the pagefrom the content database instead of the site definition.Thus, subsequent changes made to the side definitionwill not be reflected on that page.
Revert to template page means revert touncustomized page
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Demo: Editing Look and Feel
Demo: Editing Look and Feel
1. Navigating through a site using SharePoint Designer
2. Editing master page in master page gallerya. Edit the Site Name and change the Site Logo
b. View version history of edits
c. Revert to template page
3. Editing Content Pages Edit WebPart properties and zones
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Data Source Catalog
Data Source Library organizes all data sourcesselected by the user for building sites
SQL databases
Web services
SharePoint lists (on any site)
XML files
Business Data Catalog
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Data Form Web Part
Data Viewis a representation of data from a datasource
Designers can format data in data views using:
Sorting
Filtering
Applying styles
Conditional formatting
Designers can connect data views using web partconnections
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Demo: Data Views and Data Sources
Demo: Data Views and Data Sources
1. Adding Data Sources
SQL database
List on a current website and on a different website
(connect to another data source library)
2. Creating Data Views from data sources (Data Form WebPart)
Properties
Conditional formatting
Web part connections
Allowing edits to the data
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Workflow from Designer Perspective
Designers can configure new workflows beyond the onesthat are already available.
Designers select activities (from predefined set) for the
workflow and specify conditions for when activitiesexecute and when activities end.
A finished workflow is a set of activities connectedtogether.
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Designer vs. Developer
Designer cannot do everything that is available todevelopers through Visual Studio 2005.
SharePoint Designer 2007 does not provide:
InfoPath form integration
Creation of custom activities
Workflow modification
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Demo: Configuring a Workflow
Demo: Configuring a Workflow
1. Create a new workflow using Workflow Designer
2. Call the workflow Approving Lab Results, attach to adocument library, and allow to be started automatically
3. Step 1Edit Results
- Condition If Results is Preliminary
- Activities send an email and assign a task
4. Step 2 Professor Review
- Condition If Results is Secondary- Activities send an email, assign a task, and set results
field value to Final.
5. Publish and use the workflow then open the workflow forediting
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Lab: Exercises 1-5
Perform exercises 1-5 from SharePoint Designer Lab