05 share point designer

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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


9/13Copyright 2006 Pilothouse Consulting Inc. All rights reserved.

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



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.



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



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

05 share point designer

Documents