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Microsoft ® Windows ® SharePoint ®

Designer 2010 - Level 1Part Number:Course Edition: 1.0

ACKNOWLEDGMENTSProject Team Content Developer: Sivanarul S and Yogesh Manikere • Content Manager: Srisai V. K. • Graphic Designer: Rajaram S •Project Manager: Balakumar R • Media Instructional Designer: • Content Editor: Gopalakrishnan V • Materials Editor:Jazeem U. C. • Business Matter Expert: • Technical Reviewer: • Project Technical Support: Mike Toscano

NOTICESDISCLAIMER: While Element K Corporation takes care to ensure the accuracy and quality of these materials, we cannot guarantee their accuracy, and all materials are provided without a

whatsoever, including, but not limited to, the implied warranties of merchantability or tness for a particular purpose. The name used in the data les for this course is that of a ctitious cresemblance to current or future companies is purely coincidental. We do not believe we have used anyone’s name in creating this course, but if we have, please notify us and we will chathe next revision of the course. Element K is an independent provider of integrated training solutions for individuals, businesses, educational institutions, and government agencies. Use ophotographs of another entity’s products, or another entity’s product name or service in this book is for editorial purposes only. No such use should be construed to imply sponsorship or ethe book by, nor any afliation of such entity with Element K. This courseware may contain links to sites on the Internet that are owned and operated by third parties (the ″ External Sites″ ). Element K isnot responsible for the availability of, or the content located on or through, any External Site. Please contact Element K if you have any concerns regarding such links or External Sites.

TRADEMARK NOTICES: Element K and the Element K logo are trademarks of Element K Corporation and its afliates.

Microsoft® Windows® SharePoint® Designer 2010 is a registered trademark of Microsoft, Inc. in the U.S. and other countries; the Microsoft products and services discussed or described matrademarks of Microsoft. All other product names and services used throughout this course may be common law or registered trademarks of their respective proprietors.

Copyright © 2010 © 2010 Element K Corporation. All rights reserved. Screenshots used for illustrative purposes are the property of the software proprietor. This publication, or any part be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without permission of Element K, 500 Canal View Boulevard, Rochester, NY 14623, (585) 240-7500, (800) 478-7788. Element K Courseware’s World Wide Web site is located atwww.elementkcourseware.com .

This book conveys no rights in the software or other products about which it was written; all use or licensing of such software or other products is the responsibility of the user accordingconditions of the owner. Do not make illegal copies of books or software. If you believe that this book, related materials, or any other Element K materials are being reproduced or transmpermission, please call (800) 478-7788.

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MICROSOFT® WINDOWS® SHAREPOINT® DESIGNER 2010- L EVEL1

LESSON1 - G ETTINGSTARTED WITH THESHAREPOINT DESIGNER ENVIRONMENT

A. Identify SharePoint Designer Interface Components . . . . . . . . . . . . . . . . . 2

SharePoint Designer2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

The File Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

The Site Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The Sites Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

The Pages Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

The SharePoint Designer Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

The NavigationPane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

The Site SummaryPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

B. Get Help in SharePoint Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

The SharePoint DesignerHelp Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Help NavigationButtons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

C. Customize theSharePoint Designer Interface . . . . . . . . . . . . . . . . . . . . . . . 14

SharePoint DesignerOptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

LESSON2 - C REATING ASUBSITEA. Create a Blank Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Site Collections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

The AddItem Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21The SubsitesTab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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B. Create a Page Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

TheHome Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Types of Page Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

TheInsertTab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

TheLayout Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

TheView Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

TheMasterPage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

TheLayersPane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Page Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

C.Add Content to a Master Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Content Regions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

TheManageContent Regions Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 39TheSave EmbeddedFiles Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Context Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

The Select a Master Page Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

ThePreview in Browser Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

LESSON3 - ADDINGCONTENT TO THESITE

A. Add and Format Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50ThePaste Text Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

TheImportDialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

TheSpelling Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

TheFont Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

The Paragraph Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

TheQuick Tag Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

B. Workwith Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

TheInsertTable Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Table Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

C. Workwith Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Pictures Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

TheTag Properties Task Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Thesrc Attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

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LESSON4 - F ORMATTING ASITE WITHCASCADINGSTYLESHEETSA. Create an External Style Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Cascading StyleSheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Types of Cascading Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Cascading StyleSheet Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

The Style Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

The New Style Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

The AttachStyle SheetDialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

The Apply Styles TaskPane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

B. Create Internal Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

C. ModifyExternal Style Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

The Manage StylesTask Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

LESSON5 - L INKINGWEB PAGESA. AddHyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

The Insert Hyperlink Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

HyperlinkStates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

The Page Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104B. Create a Hotspot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Hotspots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

C. CreateBookmark Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Bookmark Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

The BookmarkDialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

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D. Open a Linked Page in a New Browser Window . . . . . . . . . . . . . . . . . . . . . . 124

Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

TheBehaviorsTask Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Types of Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Types of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

TheOpen Browser WindowDialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

TheCSSProperties TaskPane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

LESSON6 - ADDINGSHAREPOINT COMPONENTS TO THESITEA. Add Lists and Libraries to the Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

SharePoint Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Types of SharePoint Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135SharePoint DocumentLibraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Types of DocumentLibraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

B.Add WebParts to a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Web Part Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

TheWeb Part Properties Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

TheDisplayed FieldsDialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

LESSON7 - AUTOMATINGBUSINESSPROCESSES WITHWORKFLOWSA. Create a Workow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

SharePoint Workows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

WorkFlow Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Workow Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

The Workow Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

TheCustomTask Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

TheSelectUsers Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

TheDene E-mail Message Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

B. Modifya Workow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

LESSON LABS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

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GLOSSARY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

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ABOUTTHISCOURSEIf you are taking this course, then either in your professional experience or in your prior study,you have probably created intranet sites using Microsoft ® Windows ® SharePoint ® Foundation.You may now want to go a step further, and build sites that emphasize your company’s uniquerequirements, as well as sites that align themselves with the company’s unique brand identity.

In this course, you will use Microsoft®

Windows®

SharePoint®

Designer 2010 to create andmodify a SharePoint site on the SharePoint Foundation platform.

If you have used Microsoft ® Windows ® SharePoint ® Foundation to build Windows SharePointsites for your intranet, you may have wondered about the lack of features to customize thosesites. You might prefer a different color scheme or a different layout with a different set of functionalities. Or, you may need to tailor your site to meet specic brand requirements. Butsuch extensive customization tasks might prove to be cumbersome with SharePoint Foundationalone. SharePoint Designer is the answer to these requirements. With an easy to useWYSIWYG environment, SharePoint Designer helps you to leverage the SharePoint technolo-gies and enables you to create and customize Microsoft SharePoint sites and buildsophisticated application interfaces and workows on the SharePoint platform, without theneed to for low-level application coding.

Course DescriptionTarget StudentThis course is intended for web designers and developers, application developers, SharePointsite owners, and other knowledge workers with SharePoint end-user experience, who want touse SharePoint Designer to create and customize SharePoint sites, enhance the look and feel of a SharePoint site, and create dynamic pages using Web Parts and workows.

Course PrerequisitesTo benet from this course, you should have basic end-user skills with SharePoint and befamiliar with the general structure and hierarchy of SharePoint sites. You can obtain this levelof knowledge and skill by taking the following New Horizons course:• Microsoft ® Windows ® SharePoint ® Foundation 2010 - Level 1

Recommended, though not required, are the following courses:• Microsoft ® Windows ® SharePoint ® Foundation 2010 - Level 2

INTRODUC

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• Web Design with XHTML, HTML, and CSS - Level 1

How to Use This Book

As a Learning GuideThis book is divided into lessons and topics, covering a subject or a set of related subjects. Inmost cases, lessons are arranged in order of increasing prociency.

The results-oriented topics include relevant and supporting information you need to master thecontent. Each topic has various types of activities designed to enable you to practice the guide-lines and procedures as well as to solidify your understanding of the informational materialpresented in the course.

At the back of the book, you will nd a glossary of the denitions of the terms and conceptsused throughout the course. You will also nd an index to assist in locating information withinthe instructional components of the book.

As a Review ToolAny method of instruction is only as effective as the time and effort you, the student, are will-ing to invest in it. In addition, some of the information that you learn in class may not beimportant to you immediately, but it may become important later. For this reason, we encour-age you to spend some time reviewing the content of the course after your time in theclassroom.

As a ReferenceThe organization and layout of this book make it an easy-to-use resource for future reference.

Taking advantage of the glossary, index, and table of contents, you can use this book as a rstsource of denitions, background information, and summaries.

Course ObjectivesIn this course, you will use Microsoft ® Windows ® SharePoint ® Designer 2010 to create andmodify a SharePoint site.

You will:• identify the basic features of the SharePoint Designer environment.

• create a new subsite.• add content to a web page.• use Cascading Style Sheets to format a SharePoint site.• link web pages.• add SharePoint components to the site.• automate business processes with workows.

NTRODUCTION

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Course Requirements

HardwareYou will need two servers for the classroom, plus one client computer for each student in theclass, plus one client computer for the instructor. For each of these machines, the followinghardware requirements are the minimum suggested for this course:• 64-bit, four-core processor, 2.5 GHz minimum per core is required for installing Windows

Server 2008 where Microsoft SharePoint Foundation 2010 will be installed. Other systemscan use a 32–bit processor but a 64–bit processor will enhance performance.

• Pentium IV 1 GHz CPU or higher for client systems.• Minimum of 1 GB of RAM for each client computer.• 4 GB RAM for the Windows 2008 Server installation.• 1 GB RAM for the Windows Server 2003 installation.• 40 GB of free hard disk space for installation of Windows Server 2003.• 80 GB of free hard disk space for installation of Windows Server 2008.

• 40 GB or larger hard-disk drive for each student and instructor computer.• CD-ROM or DVD drive.• VGA or higher video.• Keyboard and mouse.• A display system to project the instructor’s computer screen.• You need to have an Internet connection because some of the software components are

installed from the Internet.• Internet access for all computers.

SoftwareDomain Controller/Mail ServerThe following software is required for the server that will be used as the classroom domaincontroller and mail server.• Microsoft ® Windows Server ® 2003, Standard or Enterprise Edition• Windows Server 2003 Service Pack 2

SharePoint Foundations ServerThe following software is required for the computer that will be used as the SharePoint Foun-dations server.• Windows ® Server 2008 with Service Pack 2• Microsoft ® Windows ® SharePoint ® Foundation 2010• Microsoft ® .NET Framework 3.5 with Service Pack 1• Microsoft SQL Server 2008

You can use the instrprovided in the class section in the course document (enus_0846course_setup.htm) tothe live environment

students to practice iSince the class setuprequirements for thisare very steep, we haprovided simulationsthe guided activities course. If you choosecan run the simulatioprovided in the Data\Interactives folder onROM that shipped wcourse to practice theactivities.

Please note that an aproduction environmrequire at least twiceavailable RAM and afree disk space for daoperations.

Although this coursedeveloped with WindProfessional, client cwith Windows Vista will work similarly.

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Student and Instructor Client ComputersThe following software is required for the client computers:• Microsoft ® Windows XP Professional with Service Pack 2• Microsoft .NET Framework 3.5, with Service Pack 1• Microsoft ® Internet Explorer 8.0• Microsoft ® Windows ® SharePoint ® Designer 2010• Microsoft ® Office 2010 Professional or Professional Plus

Class SetupSince the class setup requirements for this course are complex, simulations are provided for allthe activities in the course. If you choose to, you can run the simulations provided to performthe activities in class or to review after class. A detailed description of the required setup isalso provided for your reference, and for your use if you prefer to create a live environmentfor the class. The classroom environment consists of two Windows Servers: a domaincontroller/mail server and a SharePoint server, and one workstation for the instructor and onefor each person in the class.

Create the Domain Controller/Mail ServerComplete the following steps to create the domain controller and mail server.

1. Install Microsoft Windows Server 2003, Standard or Enterprise Edition, with the follow-ing parameters:

Parameter Value

Computer Name DCAdministrator Password !Pass1234

Workgroup Name WORKGROUP

2. Install Windows Server 2003 Service Pack 2. When prompted, restart the computer andlog on as Administrator.

3. Congure the network settings.

a. Choose Start → Control Panel → Network Connections → Local Area Connection.

b. Click Properties, select Internet Protocol (TCP/IP), and click Properties.

c. Congure the network settings as follows:— IP Address: 192.168.1.200

— Subnet Mask: 255.255.255.0

— Default Gateway: 192.168.1.200

— Preferred DNS Server: 192.168.1.200

d. Click OK twice, and then click Close.

4. Install additional Windows components.

a. Choose Start → Control Panel → Add Or Remove Programs.

You can use the detailed instructions provided in the

class setup section in the urse setup document (enus_84699_course_setup.htm) to

up the live environment for

students to practice the activities in class. Since the class setup requirements for is course are very steep, we

have also provided mulations for all the guided

ctivities in the course on the CD-ROM that shipped with his course. You can run the imulations on any Windows mputer to review the activity ter class or as an alternative performing the activity as a group in class. The activity

simulation can be launched irectly from the CD-ROM by cking the Interactives button

and navigating to the appropriate one, or from the

default installed datale location by opening the C:\

4699Data\Simulations folder and double-clicking the

appropriate executable (EXE) le located in the appropriate

activity folder.

If you choose to, you can aluate your understanding of a particular lesson by taking the assessment provided in the CD-ROM. To launch the assessment, on the screen,

click the Assessment button and choose the respective

lesson.

This setup uses Windows erver 2003 as the operating

system for the Domain ntroller/Mail Server because

with Windows Server 2003 u can use the built-in POP3 service for your mailboxes.

You can also set up the omain Controller/Mail Server

on a Windows Server 2008 machine, but in that case you

will also need to install and ongure Exchange Server as

well.

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b. Click Add/Remove Windows Components.

c. Verify that Application Server is checked, and check Email Services.

d. Check Networking Services, and click Details.

e. Check Domain Name System (DNS) and Windows Internet Name Service(WINS), and click OK.

f. Click Next.

g. If prompted, provide the system les.h. When the installation is complete, click Finish, and then close the Add Or Remove

Programs control panel.

5. Promote the server to a domain controller.

a. Choose Start → Run.

b. Type dcpromo and press Enter.

c. In the Active Directory Installation wizard, click Next twice.

d. Verify that Domain Controller For A New Domain is selected and click Next.

e. Verify that Domain In A New Forest is selected and click Next.

f. For Domain Name, type ourglobalcompany.com and click Next.

g. For Domain Default NetBIOS Name, type GLOBAL and click Next.

h. To accept the default database locations and Shared System Volume, click Nexttwice.

i. Verify that Install And Congure The DNS Server On This Computer And SetThis Computer To Use This DNS Server As Its Preferred DNS Server is selected,and click Next.

j. Verify that Permissions Compatible Only With Windows 2000 Or WindowsServer 2003 Operating Systems is selected, and click Next.

k. For the Restore Mode Password, enter and conrm !Pass1234 and click Next.

l. Review the settings, and click Next.

m. Click Finish and then click Restart Now.

n. When the computer restarts, log on as Administrator.

6. Congure DNS.

a. Choose Start → Administrative Tools → DNS.

b. Expand DC → Forward Lookup Zones → ourglobalcompany.com.

c. Choose Action → New Mail Exchanger.

d. For Fully Qualied Domain Name Of The Mail Server, typedc.ourglobalcompany.com and click OK.

e. Choose Action → New Alias.

f. For Alias, type mail.

g. For Fully Qualied Domain Name Of The Target Host, typedc.ourglobalcompany.com and click OK.

h. Close the DNS Management Console.

7. Congure mail services.

a. Choose Start → Administrative Tools → POP3 Service.

b. Right-click DC and choose Properties.

Although this coursedeveloped with WindProfessional, client cwith Windows Vista and Windows 7 instawork similarly.

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c. Verify that Authentication Method is set to Active Directory Integrated.

d. Uncheck Always Create An Associated User For New Mailboxes and click OK.

e. Select DC and click New Domain.

f. For Domain Name, type ourglobalcompany.com and click OK.

g. Expand DC, and click ourglobalcompany.com.

h. Click Add Mailbox, type administrator and click OK.

i. If necessary, in the POP3 Service information box, check Do Not Show This Mes-sage Again, and click OK.

j. Close the POP3 Service Management Console.

8. Create Active Directory user accounts. You can use several different tools to accomplishthis including the Active Directory Users And Computers Administrative Tool and thenet user command in a command prompt.

User’s Display Name Password Email Addresscentral !Pass1234 [email protected]

user01 through user12 (or asmany as required) !Pass1234 [email protected]@ourglobalcompany.com(or as many as required)

Susan Young !Pass1234 [email protected]

Bob Wheeler !Pass1234 [email protected]

Maria Miller !Pass1234 [email protected]

9. Create mailboxes for all users.

a. Open the POP3 Service control panel.

b. Expand DC and select ourglobalcompany.com.

c. Click Add Mailbox.

d. For Mailbox Name, type central

e. If necessary, in the POP3 Service information box, check Do Not Show This Mes-sage Again, and click OK.

f. Click OK.

g. Repeat steps “c” to “f” for all other user names that you added in the previous stepusing the Display Name as the Mailbox Name.

h. Close the POP3 Service control panel.

Install Windows Server 2008Follow these steps to install Windows Server 2008 on the computer that will be used as theSharePoint Foundations server.

1. Install Microsoft Windows Server 2008, Standard or Enterprise Edition.

2. Install Windows Server 2008 Service Pack 2. When prompted, restart the computer andlog on as GLOBAL\Administrator.

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3. Choose Start → Control Panel → Network and Sharing Center.

4. In the Tasks section, click the Manage network connection link.

5. Right-click Local Area Connection and choose Properties.

6. Select Internet Protocol Version 4 (TCP/IPv4).

7. Click Properties.

8. Select the Use the following IP address radio button.

9. Enter the following in the respective text boxes.— IP Address : 192.168.1.201

— Subnet Mask: 255.255.255.0



10. Click OK.

11. Click Close.

12. Close the window.

13. Right-click My Computer and choose Properties.

14. In the Computer name, domain and workgroup settings section, click the change set-tings link.

15. In the System Properties dialog box, click Change.

16. In the Computer Name / Domain Changes dialog box, in the Computer Name textbox, type OGC

17. Click More.

18. In the Primary DNS suffix of this computer text box, type ourglobalcompany.com andclick OK.

19. In the Computer Name / Domain Changes dialog box, in the Member of section, selectthe Domain radio button and, in the text box, type ourglobalcompany.com

20. Click OK.21. In the Windows Security dialog box, type the username as GLOBAL\Administrator and

the password as !Pass1234

22. Click OK.

23. In the Computer Name / Domain Changes message box, click OK.

24. In the Computer Name / Domain Changes message box, click OK.

25. Close all the windows.

26. In the Microsoft Windows message box, click Restart Now.

Install SQL Server 2008 on Windows Server 2008Follow these steps to install install SQL Server 2008 on Windows Server 2008.

1. Insert the SQL Server installation CD.

2. In the SQL Server Installation Center wizard, click the Installation link.

3. Click the New SQL Server stand-alone installation or add features to an existinginstallation link.

4. In the Setup Support Rules page, click OK.

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5. In the Product key page, select the Enter the product key radio button and enter theproduct key.

6. Click Next.

7. In the Setup Support les page, click Install.

8. In the Setup Support Rules page, click Next.

9. In the Feature Selection page, in the Features Section, select the following options.

— Database Engine Services— SQL Server Replication

— Full Text Search

— Analysis Services

— Business Intelligence Development Studio

— Clients Tools Connectivity

— Integration Services

— Client Tools Backward Compatibility

— Client Tools SDK

— Management Tools — Basic Management Tools — Complete— SQL Client Connectivity SDK

— Microsoft Sync Framework

10. In the Instance Conguration page, verify whether the Default instance radio button isselected and click Next.

11. In the Instance Conguration page, verify whether the Default instance radio button isselected and click Next.

12. In the Disk Space Requirements page, click Next.

13. In the Server Conguration page, in the Service Accounts tab, in the SQL ServerAgent row, in the Account Name column, from the drop-down list, select .

14. In the Select User, Computer or Group dialog box, click Advanced.15. In the Windows Security message box, type the username as GLOBAL\Administrator and

password as !Pass1234 and click OK.

16. In the Select User, Computer or Group dialog box, click Find Now.

17. From the search results, select Administrator and click OK.

18. Click OK.

19. In the Server Conguration page, in the Password column, type the domain administra-tor password.

20. In the SQL Server Database Engine row, in the Account Name column, select Global\ Administrator and type the domain administrator password.

21. In the SQL Server Analysis Service row, in the Account Name column, select Global\ Administrator and type the domain administrator password.

22. In the SQL Server Integration Services 10.0 row, in the Account Name column, selectGlobal\Administrator and type the domain administrator password.

23. Click Next.

24. In the Database Engine Conguration page, in the Authentication Mode section, selectthe Mixed Mode radio button.

25. Enter and conrm the domain password.

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26. Click Add.

27. In the Select User, Computer or Group dialog box, click Advanced.

28. In the Windows Security message box, type the domain administrator username andpassword and click OK.



31. Click OK.32. Click Next.

33. In the Analysis Service Conguration page, click Add.

34. In the Select User, Computer or Group dialog box, click Advanced.

35. In the Windows Security message box, type the domain administrator username andpassword and click OK.



38. Click OK.

39. Click Next.

40. In the Error and Usage Reporting page, click Next.

41. In the Installation Rules page, click Next.

42. In the Ready to Install page, click Install.

43. In the Installation Progress page, click Next.

44. In the Complete page, click Close.

45. Close the SQL Server Installation Center window.

Install Microsoft ® Windows ® SharePoint ®

Foundation 2010 on Windows Server 2008Follow these steps to install Microsoft ® Windows ® SharePoint ® Foundation 2010 on WindowsServer 2008.

1. Download the Microsoft SharePoint Foundation 2010 setup le to Microsoft WindowsSharePoint Foundation.

2. Run the SharePoint Foundation 2010 setup le.

3. On the Microsoft SharePoint Foundation 2010 Start page, under Install , click theInstall Software Prerequisites hyperlink.

4. On the Welcome to the Microsoft SharePoint Foundation 2010 Products PreparationTool page, click Next.

5. The Microsoft SharePoint Products Preparation Tool installs the following prerequi-sites:

— Web Server (IIS) role

— Application Server role

— Microsoft .NET Framework version 3.5 SP1

— Microsoft Sync Framework Runtime v1.0 (x64)

— Microsoft Filter Pack 2.0

— Microsoft Chart Controls for the Microsoft .NET Framework 3.5

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— SQL 2008 R2 Reporting Services

— SharePoint 2010 Add-in

— Windows PowerShell 2.0

— SQL Server 2008 Native Client

— Microsoft SQL Server 2008 Analysis Services ADOMD.NET

— ADO.NET Data Services Update for .NET Framework 3.5 SP1

— A hotx for the .NET Framework 3.5 SP1 that provides a method to support tokenauthentication without transport security or message encryption in WCF.

— Windows Identity Foundation (WIF)

6. On the License terms for software products page, check the I accept the terms of theLicense Agreement(s) check box and click Continue.

7. On the Installation Complete page, click Finish.

8. Run the SharePoint Foundation 2010 setup le.

9. On the Microsoft SharePoint Foundation 2010 page, under Install, click the InstallSharePoint Foundation hyperlink.

10. On the Read the Microsoft Software License terms page, check the I agree the termsof the agreement check box and click Continue.

11. In the choose the installation you want page, click Standalone.

12. In the Run conguration Wizard page, verify that the Run the SharePoint ProductsConguration Wizard Now check box is checked and click Close.

13. In the SharePoint Products Conguration Wizard, click Next.

14. In the SharePoint Products Conguration Wizard message box, click Yes.

15. Click Finish.

16. Exit Microsoft SharePoint Foundation 2010.

Congure EMail Settings in Microsoft ®

Windows ®

SharePoint ® Foundation 20101. Choose Start → All Programs → Microsoft SharePoint 2010 Products → SharePoint 2010

Central Administration.

2. On the left navigation section of the page, in the Central Administration section, click the System Settings link.

3. Under the E-Mail and Text Messages (SMS) section, click the Congure outgoinge-mail settings link.

4. In the Outbound SMTP Server text box, type dc.ourglobalcompany.com

5. In the From address text box, type [email protected]

6. In the Reply-to address text box, type [email protected] and click OK.

7. Under the E-Mail and Text Messages (SMS) section, click the Congure incominge-mail settings link.

8. Under the Enable sites on this server to receive e-mail? section, select the Yes radiobutton.

9. In the E-mail server display address text box, type ourglobalcompany.com

10. In the E-mail drop folder text box, type c:\inetpub\mailroot\drop and click OK.

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11. Click GLOBAL\Administrator → Sign Out, and then click Yes.

Create a Web Application and Site Collection forthe InstructorTo create a web application and site collection for the instructor:

1. Choose Start → All Programs → Microsoft SharePoint 2010 Products → SharePoint 2010Central Administration.

2. In the Application Management section, click Manage Web Applications.

3. To create a new web application, in the Web Applications tab, in the Contribute group,click New.

4. In the Create New Web Application page, in the IIS Web Site section, in the Name textbox, select the existing text and type OGC

5. In the Application Pool section, in the Select a security account for this applicationpool section, select the Predened radio button.

6. Click OK.

7. In the Application Created message box, click the Create Site Collection link.

8. In the Title text box, type Our Global Company

9. In the Primary Site Collection Administrator section, next to the User name text box,click Browse.

10. In the Select People dialog box, in the Find text box, type Administrator and click Search.

11. Select Global\administrator and click OK.

12. In the Secondary Site Collection Administrator section, next to the User name textbox, click Browse.

13. In the Select People dialog box, in the Find text box, type central and click Search.

14. Select Global\central and click OK.15. In the Create Site Collection page, click OK.

16. In the Top Level Site Successfully Created message box, click OK.

In the Top Level Site Successfully Created message box, observe that the URL to the top level siteappears. Make a note of the URL to the top level site that appears in the message box. This URL will beneeded in the course activities to access the site.

Create a Web Application and Site Collection forEach StudentTo create a web application and site collection for each student:

1. In the SharePoint 2010 Central Administration page, in the Application Managementsection, click Manage Web Applications.

2. To create a new web application, in the Web Applications tab, in the Contribute group,click New.

3. In the Create New Web Application page, in the IIS Web Site section, in the Name textbox, select the existing text and type OGC1

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The web application name should be unique for each student. While creating individual web applications forthe students, the web application name should start from ogc1 to ogc12 (or as required).

4. In the Application Pool section, in the Select a security account for this applicationpool section, select the Predened radio button.

5. Click OK.

6. In the Application Created message box, click the Create Site Collection link.

7. In the Title text box, type Our Global Company

8. In the Primary Site Collection Administrator section, next to the User name text box,click Browse.

9. In the Select People dialog box, in the Find text box, type Administrator and click Search.

10. Select Global\administrator and click OK.

11. In the Secondary Site Collection Administrator section, next to the User name textbox, click Browse.

12. In the Select People dialog box, in the Find text box, type user01 and click Search.

13. Select Global\user01 and click OK.

14. In the Create Site Collection page, click OK.

15. In the Top Level Site Successfully Created message box, click OK.

In the Top Level Site Successfully Created message box, observe that the URL to the top level siteappears. Make a note of the URL to the top level site that appears in the message box. This URL will beneeded in the course activities to access the site. These URL’s should be provided to each student.

16. Follow steps 1–16 to create as many individual web applications and site collections asthere are students in class.

Congure User Permissions for the Top Level Site ofthe InstructorIn order to perform the activities in Lesson 7, site access permissions need to be provided tothe following users: Susan Young, Maria Miller and Bob Wheeler. To provide them withaccess to the top level site of the instructor, the following steps need to be performed.

1. Launch Internet Explorer and open the top level site created for the instructor using theURL you noted when the site was created.

2. Click Site Actions and choose Site Permissions.

3. In the Name column, click the OGC Owners link.

4. Click New and choose Add Users.

5. In the Grant Permissions dialog box, in the Users/Groups section, click the Browsebutton.

6. In the Select People and Groups - Webpage Dialog dialog box, in the Find text box,type Susan and click the Search icon.

7. Select Susan Young and click Add ->.

8. Similarly, add the users, Bob Wheeler and Maria Miller.

9. Click OK.

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10. In the Grant Permissions dialog box, in the Personal Message text box, type Welcometo SharePoint. As a team site member, you can view, add, update, and delete itemsthroughout the team site and click OK.

11. At the top-right corner of the window, click the Global\administrator drop-down list andchoose Sign Out.

Set Up the Instructor and Student ComputersFollow these steps to set up and congure the instructor and student computers:

1. Install Windows XP Professional with the following settings.

— Computer Name:

— Students: computer01 through computer12 (or more as required).

— Instructor: central

— Administrator Password: !Pass1234

— Domain: ourglobalcompany.com

— IP Address:

— Students: 192.168.1.1 through 192.168.1.12 (or as required)— Instructor: 192.168.1.101

— Subnet Mask: 255.255.255.0



2. Install Windows XP Service Pack 2.

3. Assign the user as Administrator to the local machine.

a. Open the Computer Management console.

b. Expand Local Users And Groups.

c. Click Groups.d. Double-click Administrators.

e. Click Add.

f. Click Advanced.

g. Click Find Now.

h. Select the user name for the computer.

i. Click OK three times.

j. Close the Computer Management console.

4. Install and activate Microsoft Office 2010 Professional or Professional Plus.

5. Install and activate Microsoft Windows®

SharePoint Designer 2010.6. Install Microsoft .NET Framework 3.5 SP1 (Service Pack 1).

7. On the course CD-ROM, run the 084699dd.exe self-extracting le located within. Thiswill install a folder named 084699Data on your C drive. This folder contains all the setupand data les that you will use to complete this course.

8. Congure Microsoft Office Outlook 2010 for the instructor and student systems.

a. Log on to the GLOBAL domain at each student system as user## (password:!Pass1234) (at the instructor computer, log on as central ).

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b. Open Microsoft Office Outlook 2010.

c. In the Outlook 2010 Startup wizard, click Next.

d. Click Next.

e. Verify that the correct email address is displayed and click Next.

f. If necessary, check Manually Congure Server Settings, provide the outgoing andincoming mail server names (dc.ourglobalcompany.com), and click Next.

g. Click Next and then click Finish.h. Restart Microsoft Office Outlook 2010.

i. When prompted to synchronize RSS feeds, click Yes.

j. When prompted about Desktop Search, check Do not show this message again, andclick No.

k. Choose Actions → Junk E-mail → Junk E-mail Options.

l. In the Junk E-mail Options dialog box, select the Safe Senders tab.

m. Click Add and in the Add address or domain dialog box, [email protected] and click OK.

n. In the Junk E-mail Options dialog box, click OK.

o. Log off.

9. Similarly, congure Microsoft Office Outlook 2010 in the instructor’s computer for thefollowing user logins:

— Central

— Bob Wheeler

— Maria Miller

— Susan Young

List of Additional FilesPrinted with each activity is a list of les students open to complete that activity. Many activi-ties also require additional les that students do not open, but are needed to support the le(s)students are working with. These supporting les are included with the student data les on thecourse CD-ROM or data disk. Do not delete these les.

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Getting Started with theSharePoint DesignerEnvironment

In this lesson, you will identify the basic features of the SharePoint Designer environment.

You will:• Identify components of the SharePoint Designer interface.• Get help using the SharePoint Designer help feature.• Customize the SharePoint Designer interface.

Lesson Time45 minutes L ESSON 1

LESSON

Lesson 1: Getting Started with theSharePoint DesignerEnvironment 1

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IntroductionThe information and skills in this course will enable you to build and customize sites andsubsites in SharePoint Designer. In order to perform those tasks efficiently, it will help you tohave some familiarity with basic features and components of SharePoint Designer. In this les-son, you will identify the basic features of the SharePoint Designer environment.

While working in a new application or piece of software, you could potentially spend a signi-cant amount of time searching for specic tools and options that you require to perform a task.You can minimize the time so spent by familiarizing yourself with the user interface of thesoftware, by using the help system to orient yourself to features you will use, and by customiz-ing the environment to suit your particular work style.

TOPIC AIdentify SharePoint DesignerInterface ComponentsTo get started with site customization or creation, you need to rst familiarize yourself withthe application you are going to work with. In this topic, you will explore the Microsoft Win-dows SharePoint Designer interface.

When starting work with a new application, it is essential that you are familiar with its fea-tures and functions; else you may never be able to realize the full potential of the application.It is imperative that you familiarize yourself with the interface elements so that you can accessand work with the tools and options you desire. Microsoft Windows SharePoint Designer has aunique interface that you must be familiar with in order to customize or build SharePoint siteswith ease.

SharePoint Designer 2010SharePoint Designer 2010 enables users to create rich web applications without the need toscript code. It provides enhanced customization capabilities that make it very easy for the userto customize the SharePoint Designer environment to suit specic needs. It contains a rede-signed Ribbon interface that helps the user access the various options and tools in thesoftware. It also consists of two tabs: the File tab and the Site tab. Depending on the objectbeing selected, contextual tabs are enabled, a special feature of SharePoint Designer thatgreatly improves the usability of the application.

The File TabThe File tab contains various categories for performing basic operations in SharePointDesigner such as creating a new site, a new page, and controls.

The File Tab

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Figure 1-1: Different categories on the File tab.

Category DescriptionSave Allows you to save the web pages and websites

you create.

Save As Allows you to save an existing web page or sitewith a different name.

Save All Allows you to save all the web pages that are cur-rently open in the application.

Close Site Allows you to close the site that is open.

Sites Contains options that allow you to perform theseoperations:• Open an existing site.• Create a blank site.• Add a subsite to the main site.• Create a team site.• Create a blog.

Pages Contains options that allow you to open a pageand also import les.

Add Item Contains options that allow you to perform theseoperations:• Create web pages.

• Create lists.• Create workows.

Help Allows you to nd the information regarding theworking of the software.

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Category DescriptionOptions Allows you to personalize the working environ-

ment of SharePoint Designer. It enables you tospecify language preferences, customize the Rib-bon and the Quick Access toolbar, specify securitysettings and manage Microsoft Office add-ins.

Exit Allows you to close the application.

The Site TabThe various options in the Site tab are arranged in groups on the Ribbon.

Figure 1-2: The various groups in the Site tab.

Group DescriptionNew Contains options that allow you to create new

subsites, web part pages, workows, and documentlibraries.

Edit Contains options to rename or delete a site.

Actions Contains options that enable you to add users orgroups.

Manage Contains options that enable you to:• Preview the site in the browser.• Access the recycle bin.• Specify the general options for the site such as

the language to be used.• Save the site as a template.• Access the administrative web page to perform

administrative tasks for the site.

The Sites CategoryThe Sites category on the File tab consists of four groups, each of which contains variousoptions for performing specic functions.

The Site Tab

The Sites Category

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Figure 1-3: Groups in the Sites category.

Group DescriptionOpen SharePoint Site Contains the following options.

• Open Site : Used to open an existing site of your choice.

• Customize My Site : Used to open the sitewhich the user has designated as the My Site.

New SharePoint Site Contains the following options:• New Blank Web Site : Used to create a new

website.

• Add Subsite to My Site : Used to create asubsite to your existing site.

Recent Sites Lists the sites you have opened recently andallows you to open them instantly.

Site Templates Contains the following options:• Blank Site : Used to create a new site which is

not based on any master page or template but just a blank site.

• Blog : Used to create a blog.• Team Site : Used to create a team site.• More Templates : Used to create websites from

other templates which the user might possess.

The Pages CategoryThe Pages category consists of two groups, each of which contains various options for per-forming specic functions.

The Pages Category

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Figure 1-4: Groups in the Pages category.

Group DescriptionPages Lists the recently used pages which are created

using SharePoint Designer and stored on theserver. Used to open a page quickly without hav-ing to browse through.

Open Consists of two options:• Open : Used to open a web page by browsing

and searching for the page in the stored loca-tion.

• Import Files : Used to import les intoSharePoint Designer.

The SharePoint Designer InterfaceThe SharePoint Designer interface consists of three major areas: the Ribbon , the Navigationpane, and the Summary page. The Navigation pane is an easy to use interface for accessingvarious components of a site. It lists all components of the site based on the component type.The Ribbon changes according to the component selected either in the Summary page orselected through the Navigation pane. The Summary page provides all information about aparticular component type such as a site page. Another important component of the user inter-

face is the Navigation Bar that allows you to navigate back and forth to your page and alsodisplays your current position in the site hierarchy.

The SharePoint Designer Interface

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Figure 1-5: Areas of the SharePoint Designer interface.

The Navigation PaneThe Navigation pane lists all objects of the site and allows you to create or access all compo-nents you need to add to the site. Site objects listed include Lists and Libraries, Workows,Site Pages, Site Assets, Master Pages, and Subsites. Clicking the site object in the Naviga-tion pane opens the Gallery Page on the right side and provides a list of objects of thatparticular component type. It also enables the contextual tab of that particular object. Forexample, clicking Subsites enables the Subsites tab, allowing you to edit or create subsites.

Figure 1-6: Site objects listed in the Navigation pane.

The Navigation Pane

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The Site Summary PageThe Site Summary Page consists of various sections each of which lists the various compo-nents and characteristics of the website. The Site Information section contains variousinformation such as the title, description, web address and version of the site. TheCustomization section consists of options to edit the site and change the theme of the site.The Permissions section provides a list of users and permissions awarded to them. The Set-ting section allows you to specify general settings of the site such as whether to display quick

launch or to enable tree view. The Subsites section lists the subsite of the site.

Figure 1-7: Sections in the Site Summary page.

How to Open an Existing Site in SharePointDesignerProcedure Reference: Open a SharePoint Site

To open a SharePoint site:

1. To launch the application, choose Start → All Programs → SharePoint → MicrosoftSharePoint Designer 2010.

2. Choose Sites and click Open Site.

3. Open the site.

• In the Open Site dialog box, navigate to the desired website and click Open.• Or, in the Site name text box, type the URL of the site you want to open,

and click Open.

The Site Summary Page

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ACTIVITY1-1Exploring the SharePoint Designer Interface

There is a simulated version of this activity available on the CD-ROM that shipped with this course. You can runthis simulation on any Windows computer to review the activity after class or as an alternative to performing the

activity as a group in class. The activity simulation can be launched directly from the CD-ROM by clicking theInteractives button and navigating to the appropriate one, or from the default installed datale location by open-ing the C:\084699Data\Simulations\1–1 folder and double-clicking the executable (EXE) le.

Setup:Your instructor will provide you with the specic port number for your individual SharePointsubsite’s URL.

Scenario:You are planning to customize an existing site and also create a subsite for your company.Your organization has recently provided all web designers with the SharePoint Designer appli-cation. However, before you start creating the web page, you wish to get familiar with the userinterface.

What You Do How You Do It

1. Open the SharePoint site. a. Choose Start → All Programs →SharePoint → Microsoft SharePointDesigner 2010.

b. In the User Name dialog box, click OK.

c. In the Welcome to Microsoft Office 2010dialog box, select the Don’t makechanges option and click OK.

d. On the File tab, in the Sites option, clickOpen Site.

e. In the Open Site dialog box, type http://ogc:[Port Number] and click Open.

Enter the port number provided by yourinstructor.

Provide the students port numbers that wewhen the SharePoint were congured duri

classroom setup.

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2. Identify different components of theSharePoint Designer interface.

a. Observe that the Ribbon appears at thetop, the Navigation pane on the left andthe Site Summary Page on the right.

b. On the Site tab, in the Navigation pane,click Site Pages.

c. Observe that the Gallery Page on theright pane lists all the pages in the site.

d. In the Navigation pane, click MasterPages.

e. Observe that the Gallery Page on theright pane lists all the master pages in thesite.

3. Preview a page in the browser. a. On the Site tab, in the Navigation pane,click All Files.

b. In the All Files gallery page, right-clickdefault.aspx and choose Edit File inAdvanced Mode.

c. Observe that after the default.aspx pagehas opened in the advanced mode of edit-ing, the Ribbon has been enabled.

d. To preview the page in the browser, onthe Ribbon , on the Home tab, in the Pre-view group, click Preview in Browser.

e. Observe how the default.aspx page is ren-dered in the browser.

f. Close the browser window.

g. On the default.aspx tab, right-click andchoose Close.

h. On the All Files tab, right-click andchoose Close.

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TOPIC BGet Help in SharePoint DesignerAt this point, you should be comfortable with the general layout of the SharePoint Designerinterface. Before you start working on a site, you would probably like to have some in-depthknowledge of specic tasks. In this topic, you will use SharePoint Designer’s help feature tond out more about a certain task.

You have just got started with SharePoint Designer. You nd that you are not able to proceedfurther with a certain task, and you need some help in understanding the functionality. There isno one in the office available to help you. What will you do? These are the moments whenyou will nd SharePoint Designer’s help feature useful.

The SharePoint Designer Help FeatureThe SharePoint Designer Help feature acts as a central location where you can learn how towork with the software and obtain product support information. The SharePoint Designer

Help home page contains a list of topics on SharePoint Designer. You can either browsethrough the various topics listed, or search for a specic topic using the Search text box. Youcan further rene your search by specifying the type of help content that you require—contenteither on Office.com or on your computer. You can also use specic tools found on theSharePoint Designer Help navigation bar to browse through the Help window.

Figure 1-8: The SharePoint Designer Help window.

The Help MenuThe Help menu provides you with options to activate the product, and to see licenseinformation for the product. It also has links to the Microsoft website where you cannd information related to the latest software updates, the Microsoft privacy statement,and product support.

Help Navigation ButtonsTo browse through SharePoint Designer Help, you can use the buttons on the navigation bar.

The SharePoint DesiFeature

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Button DescriptionBack or Forward Helps you navigate between the help pages you vis-

ited.

Stop Stops the current page from loading or reloading.

Refresh Reloads information on the currently displayed page.

Home Returns you to the home page of SharePointDesigner Help.

Print Prints the current help page.

Change Font Size Changes the font size of the contents of pages.

Show Table of Contents Displays the contents of help les in a pane on theleft side of the page.

Keep On Top Keeps the SharePoint Designer Help window on topof the SharePoint Designer window.

How to Get Help on SharePoint DesignerProcedure Reference: Get Help on SharePoint Designer

To get the required help from SharePoint Designer Help:

1. Click the File tab, choose Help and click Microsoft Office Help.

2. From the Search drop-down list, select the desired resource from which to search.

3. In the text box, click and type the search keyword.

4. On the search results page that is displayed, click the desired link.

5. If necessary, click the Change Font Size button to change the font size of the

contents of the page.6. If necessary, use the Forward and Back buttons to navigate between pages.

7. If necessary, click the Home icon to go back to the home page of SharePointDesigner Help.

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ACTIVITY1-2Getting Help on SharePoint Designer



Scenario:As you continue with your exploration of SharePoint Designer, you want to know how to goabout adding a web page to a site. You are not sure of how to do this task.


1. Access SharePoint Designer Help. a. Click the File tab, choose Help and clickMicrosoft Office Help.

b. Maximize the SharePoint Designer Helpwindow.

c. From the Search drop-down list, select AllSharePoint Designer.

d. Observe the topics listed in the Helpscreen.

2. Search for help on how to add pagesto a SharePoint site.

a. In the text box, click and type Adding pages to a SharePoint site

b. Click Search to start searching.

c. On the search results page that is dis-played, click the Create SharePoint sitepages link to view the document.

d. Close the SharePoint Designer Help win-dow.

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TOPIC CCustomize the SharePoint DesignerInterfaceSo far in this lesson, you have identied two important features of the overall SharePointDesigner environment: its default interface and Help system. Although you certainly should beable to navigate using the default layout of SharePoint Designer, the default interface of a soft-ware package might not always be very comfortable to work with. In this topic, you willcustomize the SharePoint Designer interface to suit your own preferences and work style.

The default interface settings of an application may not always suit your specic requirements.The tools and panes that you need may not be present in the interface, or there may be toolsthat you do not need. Customizing interface elements ensures that you can easily access thetools that you use frequently and also that your application environment is devoid of otherunwanted tools and commands.

SharePoint Designer OptionsThe SharePoint Designer Options dialog box is used to specify the general options of theSharePoint Designer software.

Figure 1-9: The SharePoint Designer Options dialog box.

harePoint Designer Options

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Tab Allows You ToGeneral Specify general options for working with the appli-

cation. It contains options to:• Specify le extensions associated with the

application.• Specify network connection settings.• Specify the color scheme.• Manage the screen tip which shows up over

screen elements.

Language Choose the language in which you want to editdocuments.

Customize Ribbon Customize the Ribbon according to your needs.You can add or remove tabs from the Ribbon. Alsoyou can add or remove commands from the Rib-bon.

Quick Access Tool Bar Include or remove commands from the Quick Access toolbar.

Add-Ins Manage Microsoft add-ins.

Trust Center Specify the privacy and security settings of theapplication.

How to Customize the SharePoint DesignerInterfaceProcedure Reference: Add Commands to the Quick Access Toolbar

To add commands to the Quick Access toolbar:1. To open the SharePoint Designer Options dialog box, from the Customize

Quick Access Toolbar drop-down list, select More Commands.

2. In the SharePoint Designer Options dialog box, from the Choose commandsfrom drop-down list, select the tab which contains the command you want to add.

3. In the list box, select the command.

4. To add the command to the Quick Access toolbar, click Add.

5. Click OK.

Procedure Reference: Remove Commands from the Quick Access Toolbar

To remove commands from the Quick Access toolbar:

1. To open the SharePoint Designer Options dialog box, from the CustomizeQuick Access Toolbar drop-down list, select More Commands.

2. In the SharePoint Designer Options dialog box, in the Customize Quick AccessToolbar list box, select the option you want to remove.

3. To remove the command from the Quick Access toolbar, click Remove.

4. Click OK.

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Procedure Reference: Add Commands to the Ribbon

To add commands to the Ribbon:

1. To open the SharePoint Designer Options dialog box, from the CustomizeQuick Access Toolbar drop-down list, select More Commands.

2. In the SharePoint Designer Options dialog box, select Customize Ribbon.

3. From the Choose commands from drop-down list, select the option which con-

tains the command you want to add to the Ribbon.4. From the Customize the Ribbon drop-down list, select the option to which you

want to create a new group.

5. Below the Customize the Ribbon drop-down list, in the list box, select the tab towhich you want to create a new group and click New Group.

6. Right-click New Group (Custom) and choose Rename.

7. In the Rename dialog box, in the Display name text box, type the desired nameof the group.

8. Below the Choose commands from drop-down list, in the list box, select the

command you want to the add to the custom group and click Add.9. Add all the commands which you would like to be displayed in the group.

10. Click OK.

Procedure Reference: Specify User Interface Options

To specify user interface options:

1. From the Customize Quick Access Toolbar drop-down list, select More Com-mands.

2. In the SharePoint Designer Options dialog box, in the General tab, in the UserInterface options section, from the Color scheme drop-down list, select thedesired color scheme.

3. From the ScreenTip style drop-down list, select the desired option.• Show feature descriptions in ScreenTips• Don’t show feature descriptions in ScreenTips• Don’t show ScreenTips

4. Click OK.

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ACTIVITY1-3Add Commands to the Quick Access Toolbar



Scenario:While exploring the SharePoint Designer interface, you nd certain commands that you mightuse frequently. For ease of access, you decide to group them together on the Quick Accesstoolbar.


1. Add the New ASPX Page command tothe Quick Access toolbar.

a. From the Customize Quick AccessToolbar drop-down list, select More Com-mands.

b. In the SharePoint Designer Options dialogbox, below the Choose commands fromdrop-down list, in the list box, select NewASPX Page.

c. To add the command to the Quick Accesstoolbar, click Add.

2. Add the Open and CSS Propertiescommands to the Quick Accesstoolbar.

a. From the Choose commands from drop-down list, select File Tab.

b. In the list box, select Open.

c. To add the command to the Quick Accesstoolbar, click Add.

d. From the Choose commands from drop-down list, select Style Tab.

e. In the list box, select CSS Properties.

f. To add the command to the Quick Accesstoolbar, click Add.

g. Click OK.

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h. Observe that the commands are added tothe Quick Access toolbar.

Lesson 1 Follow-upIn this lesson, you familiarized yourself with the basic elements of the Microsoft WindowsSharePoint Designer environment. You also used the SharePoint Designer help feature to getinformation on topics that you weren’t familiar with. Familiarity with the SharePoint Designerinterface makes it easier for you to work with and get started with developing or customizing awebsite.

1. What items are you likely to search for in Help when you start using SharePointDesigner?

Answers will vary but may include options for creating a SharePoint site and types of sitetemplates available.

2. What do you think are the advantages of customizing the SharePoint Designer environ-ment?

Answers will vary but may include to avoid clutter and improve the ease of use.

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Creating a Subsite

In this lesson, you will create a new subsite.

You will:

• Create a blank subsite.• Create a page layout.• Add content to a master page.

Lesson Time1 hour(s), 15 minL ESSON 2

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IntroductionYou have explored the SharePoint Designer environment and you are now ready to create andstructure a subsite. In this lesson, you will create a subsite and design a layout for it.

It might be confusing for users to work on a SharePoint site if all the departments in the com-pany were to use the same site for collaboration and interaction. Having a site for eachdepartment in an organization enables collaboration and makes interaction with your colleaguesmore efficient and streamlined.

TOPIC ACreate a Blank SubsiteIn this lesson, you will create your own SharePoint site. The rst step is to create a blank subsite object that you can later customize and populate with content. In this topic, you willcreate a subsite.

The need for subsites is mostly felt in real world situations, where there would be a top-levelsite and numerous subsites. For example, a company might have a top-level site that caters tothe needs of the entire organization and numerous subsites that cater to the different depart-ments in the company. Creating subsites might be vital to meet the needs of the organizationbecause creating just one site might clutter the site and make for its poor usability.

Site CollectionsA site collection is a collection of websites on a web server. Each site collection consists of atop-level site and one or more subsites. The top-level site is the main site where administratorsettings for a site collection are changed. The subsite is a website that is stored inside a top-

level site. Both the top-level site and subsites can contain subsites, lists, documents,discussions, and surveys.

Administrator Settings for a SubsiteBy default, all subsites in a site collection will have the same administrator settings asthe top-level site. However, you can change the administrator settings for each of thesubsites, independent of the permissions of the top-level site.

Types of Web PagesThere are different types of web pages that help you to display information on thewebsite. Web pages differ from each other based on their scripting languages. Some of the commonly used types of web pages are ASP, HTML, and CSS.

Type of Web Page DescriptionASP Active Server Pages (ASP) is based on a set

of HTML code designed to supportinteractivity on a web page.

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Type of Web Page DescriptionCSS CSS pages are pages based on Cascading

Style Sheets that are used to create structurallyadvanced, uid design websites. These pagesprovide an immense amount of exibility indesign.

HTML HTML pages are based on the HyperText

Markup Language (HTML).

The Add Item CategoryThe Add Item category consists of three groups each of which contains various options forperforming specic functionality.

Figure 2-1: Groups in the Add Item category.

The Add Item Categ

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Group DescriptionPages Consists of the following options:

• Web Part Page : Used to create a web partpage. A web part page is similar to a web pagebut it also contains web part zones into whichyou can insert components such as lists which

use information from external resources.• New Page from Master : Used to create a web

page from a master page.• More Pages : Used to create pages of various

formats such as HTML, ASP.net, XML,Javascript, and CSS pages. It also containsoptions to create master pages and even textles.

Lists Consists of the following options:• Calendar : Used to create a calendar list. It is

typically used when a user wants a calendarview of meetings.

• Contacts : Used to create a contact list. It istypically used when the user wants to managehis interaction with contacts such as customers.

• Custom List : Used to create a custom listwhich allows the user to specify the names of columns.

• Tasks : Used to create a list of tasks. It is typi-cally used to manage the tasks of a group of people involved in a particular project.

• Document Library : Used to create a documentlibrary which is a set of documents which you

would like to share with others in your team.• Wiki Page : Used to create a wiki for yourproject.

• More Lists : Contains options to create addi-tional lists.

Workows Consists of the following options:• List Workow : Used to create a workow that

is associated with a list.• Reusable Workow : Used to create a workow

that can be attached to any list.• Site Workow : Used to create a workow that

is associated with the current site.• Import Visio Workow : Used to import a

workow which is designed in Microsoft Visio2010.

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The Subsites TabThe Subsites tab is automatically enabled when you click Subsites in the Navigation pane. Itconsists of three groups each containing different options.

Figure 2-2: Groups in the Subsites tab.

Group DescriptionNew Contains the Subsite option which allows you to

create a new subsite.

Edit Contains the following options.• Open Site : Allows you to open a subsite.

• Delete Site : Allows you to delete a subsite.• Rename : Allows you to rename a subsite.

share point designer 2010 level 1

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