Fully Customizable Courseware For Trainers
Upgrading to SharePoint Designer 2010
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We’ve created a comprehensive, customizable training program for Upgrading to SharePoint Designer 2010 that will help you teach participants all about the new features of SharePoint Designer 2010.
With PowerPoint slides, an instructor’s guide, exercise workbook, sample files, and more, you’ll be ready to start training as soon as you purchase this Upgrading to SharePoint Designer 2010 courseware and training materials.
Section One begins with basic information on what SharePoint Designer and Server are. Students will also learn how to open and close sites with SharePoint
Designer, and navigate through them. Then, the new features of the application and the interface are covered. To wrap up the section, students will learn
how to customize the ribbon interface and the Quick Access toolbar.
Section Two covers summary pages, gallery pages, lists, libraries, site columns, and data views.
Section Three is all about workflows. Various types of workflows, as well as workflow management tools and error checking techniques, are covered.
Section Four continues the exploration of workflows with a look at how to use SharePoint Designer 2010 with Visio 2010 to create and manage workflows.
Introduction
Prerequisites
Section 1: Getting Started
Lesson 1.1: Meeting Microsoft SharePoint Designer 2010
What is Microsoft SharePoint Designer 2010?
What is Microsoft SharePoint?
What’s New in Microsoft SharePoint Designer 2010?
Basic SharePoint Terminology
Skill Sharpener
Lesson 1.2: Getting Started with Microsoft SharePoint Designer 2010
Opening SharePoint Designer
Opening a Site
Closing a Site
Closing SharePoint Designer
Step-By-Step
Skill Sharpener
Lesson 1.3: Interface Basics
Interface Overview
Understanding and Using Backstage View (File Menu)
Using Standard Tabs
Using Contextual Tabs
Minimizing the Ribbon
Step-By-Step
Skill Sharpener
Lesson 1.4: Working with Site Objects
Using the Navigation Pane
Browsing Object Types
Pinning an Object Type
Renaming and Deleting an Object
Working with Tabs
Using the Breadcrumb Trail
Step-By-Step
Skill Sharpener
Lesson 1.5: Using the Quick Access Toolbar
The Default Quick Access Toolbar Commands
Adding Commands
Removing Commands
Customizing the Toolbar
Step-By-Step
Skill Sharpener
Lesson 1.6: Customizing the Ribbon
Getting Started
Adding or Removing Tabs
Arranging Tabs and Groups
Creating New Tabs and Groups
Customizing Group Commands
Resetting all Customizations
Step-By-Step
Skill Sharpener
Section 1: Case Study
Section 1: Review Questions
Section 2: New Site and Page Management Features
Lesson 2.1: Working with Pages
Using Administration Pages
Viewing the Site Summary Page
Viewing Summary Pages
Viewing Gallery Pages
Reverting Site Pages
Step-By-Step
Skill Sharpener
Lesson 2.2: Understanding Other Content Types
Creating Lists
Creating Libraries
Using the Lists and Libraries Tab
Creating Workflows
Using the Workflows Tab
Step-By-Step
Skill Sharpener
Lesson 2.3: Customizing Site Columns
Understanding Site Columns
Using the Columns Tab
Modifying Site Columns
Creating a New Column
Renaming and Deleting Columns
Applying Your Changes
Step-By-Step
Skill Sharpener
Lesson 2.4: Linking Data to a Site Page
Setting Up an Internal Data Source
Creating an XSLT Data View from an Existing Data Source
About Related Item Views
Creating an Empty Data View
Creating a New Item Form
Step-By-Step
Skill Sharpener
Lesson 2.5: Formatting the Data View
Applying Conditional Formatting
Adding a Custom Action
Applying a Style
Changing Toolbar Display
Step-By-Step
Skill Sharpener
Section 2: Case Study
Section 2: Review Questions
Section 3: Improved Workflow Features
Lesson 3.1: Getting Started
Understanding Types of Workflows
Viewing Existing Workflows
Using the Workflows Tab
Copying and Modifying a Workflow
Renaming a Workflow
Deleting a Workflow
Step-By-Step
Skill Sharpener
Lesson 3.2: Creating a New Workflow
Creating a Workflow
Using the Workflow Tab
Adding Conditions
Adding Actions
Adding Steps
Adding Impersonation Steps
Step-By-Step
Skill Sharpener
Lesson 3.3: Managing Workflows
Changing Workflow Start Options
Changing Workflow Visibility
Associating Forms with a Workflow
Saving a Workflow Template
Step-By-Step
Skill Sharpener
Lesson 3.4: Finishing the Workflow
Saving the Workflow
Checking for Errors
Publishing the Workflow
Testing the Workflow
Step-By-Step
Skill Sharpener
Section 3: Case Study
Section 3: Review Questions
Section 4: Using Visio 2010 with SharePoint Designer 2010
Lesson 4.1: Creating Workflow Diagrams
Understanding Visio 2010
Creating a SharePoint Workflow Diagram in Visio 2010
Using the Process Tab
Adding Start and Terminate Shapes
Adding Conditions and Actions
Adding Connectors
Step-By-Step
Skill Sharpener
Lesson 4.2: Completing Your Workflow Diagram
Checking the Diagram for Errors
Saving Your Drawing as a Visio 2010 Workflow Interchange File
Importing a Workflow Drawing into Visio
Step-By-Step
Skill Sharpener
Lesson 4.3: Creating a Workflow in SharePoint Designer
Importing a Visio 2010 Drawing into a SharePoint Workflow
Setting the Variables
Checking the Workflow for Errors
Publishing the Workflow
Exporting a Workflow to Visio
Step-By-Step
Skill Sharpener
Section 4: Case Study
Section 4: Review Questions
Answer Key
Section 1
Section 2
Section 3
Section 4
Index
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