Introduction to SharePoint Designer 2010

Introduction to SharePoint Designer 2010

Bascom Bridge’s  Introduction to SharePoint Designer 2010 training course teaches students how to create and brand web sites, manage data, and generate workflows using SharePoint’s free SharePoint Designer authoring tool.

 

SHAREPOINT DESIGNER TRAINING OBJECTIVES

  • Navigate SharePoint 2010 and the SharePoint Designer environment and discover what each piece does
  • Use SharePoint Designer to create the SharePoint site structure and manage its content
  • Work with internal and external data sources
  • Build robust electronic forms with data validation
  • Use SharePoint Designer Workflow’s and their integration with Visio and InfoPath
  • Create Content types, site columns, web part pages, web parts, and manage site security
  • Best utilize SharePoint Designer 2010 and how to properly integrate it into your environment
  • Create content-centric sites with a custom look and feel experience
  • Use Microsoft’s ECM strategy within SharePoint Server 2010
  • Implement and customize My Sites
  • Use social networking capabilities like wikis, the new Enterprise Wikis, blogs and audience targeting
  • Integrate your SharePoint environment with external Line of Business Data to create robust business solutions
  • Leverage the included charting Web Parts, Excel Services and the BI Center template
  • Create custom KPI’s, scorecards and dashboards using PerformancePoint services, now included in SharePoint Server 2010
  • Customize the search experience using the included search Web Parts
  • Use Workspace 2010 so site users can continue to contribute and collaborate easily while they are not connected to the site online

SHAREPOINT DESIGNER TRAINING PREREQUISITES

Attendees should have experience with the Internet Explorer and Office Products such as Word, Excel and Outlook. Previous experience with SharePoint (any version) is ideal but not required.

SHAREPOINT DESIGNER TRAINING MATERIALS

All attendees receive comprehensive courseware covering all subjects in the course.

SOFTWARE NEEDED FOR EACH PC:

  • Each student will need a full installation of SharePoint Server 2010, including a Windows Server 2008 operating system and a SQL Server 2008 database, and also client tools such as Internet Explorer, Office 2010, and Visual Studio 2010.
  • During the process of scheduling the class, we will host a conference call with you to discuss setup options.
  • For classes delivered online, all participants need either dual monitors or a separate device logged into the online session so that they can do their work on one screen and watch the instructor on the other. A separate computer connected to a projector or large screen TV would be another way for students to see the instructor’s screen simultaneously with working on their own.

SHAREPOINT DESIGNER TRAINING OUTLINE

  • Creating and Customizing SharePoint 2010 Sites
    • Overview of Microsoft SharePoint Foundation vs. SharePoint Server 2010
    • Getting Around in Central Administration and Site Settings
    • Team sites and collaboration
    • The server ribbon
    • Editing a Site’s home page
    • Adding and customizing Web Parts
    • Survey of included Site Templates
    • Create a SharePoint Site and change its Theme
    • Working with the SharePoint 2010 Ribbon and In-place Editing
    • Exploring the Central Administration Site
  • Introduction to SharePoint Designer 2010
    • Overview of SharePoint Designer 2010 Feature Set
    • Exploring a Team Site with SharePoint Designer 2010
    • Modifying a Team Site’s Master Page
    • Adding a custom action
    • SharePoint Designer 2010 Security Settings
    • Looking Around SharePoint Designer 2010
    • Creating Custom Actions
    • Discovering Master Pages
    • Managing Site Permissions
    • Restricting SharePoint Designer Usage
  • Creating and Customizing Content
    • Adding Pages to a Site
    • Standard Pages vs. Web Part Pages vs. Wiki Pages
    • Creating a List with SharePoint Designer 2010
    • Customizing navigation in a Team Site
    • Creating Document Libraries and Document Templates
    • Creating Site Columns and Content Types with SharePoint Designer 2010
    • Create a Subsite and Manage Navigation Options
    • Working with Lists
    • Working with Images
    • Site Columns and Content Types
    • Creating Standard Web Pages
    • Creating a Web Part Page
  • XSLT Web Part and the Data View Web Part
    • Customizing pages with XsltListView Web Part with SharePoint Designer 2010
    • Condition Formatting with XsltListView Web Part with SharePoint Designer 2010
    • Display XML data and database tables using Data Form Web Part with SharePoint Designer 2010
    • Creating List Forms
    • Creating List Views
    • Creating Database Connections
    • Creating Web Part Connections
    • Accessing Data through Web Services
  • InfoPath 2010 and Forms Services
    • Understanding the Scope and Purpose of InfoPath 2010
    • Working with the InfoPath Forms Designer
    • Forms Libraries and User Published Forms
    • Forms Services and Browser-Rendered Forms
    • Creating InfoPath Form Library Forms
    • Customizing List Forms
    • Displaying Forms using InfoPath Form Web Part
  • Creating Workflows with SharePoint Designer 2010
    • Motivation For Workflows To Automate Business Processes
    • Understanding Various Types Of Workflows: Site, List, Content Type and Reusable
    • The SharePoint Designer 2010 Workflow Task Editor
    • Modeling A Workflow With Visio 2010
    • Importing A Visio 2010 Workflow Into SharePoint Designer 2010
    • Customizing Workflow Input Forms
    • Creating a List Workflow
    • Building Workflows with Visio 2010 & SharePoint Designer 2010
    • Creating a Site Workflow
  • Web Content Management
    • Overview of Publishing Site Functionality
    • Creating and Approving Publishing pages
    • Integrating Master Pages and custom CSS files
    • Creating Custom Page Layouts
    • Customizing the Workflow Behind the Publishing Approval Process
    • Creating a Publishing Portal
    • Creating Custom Page Layouts
    • Creating and Approving Publishing Pages
  • Enterprise Content Management
    • Enterprise Metadata and Taxonomies
    • Creating and exploiting term sets
    • In-Place Records Management
    • Document Sets
    • Unique Document IDs
    • Working with Managed Metadata
    • Working with Document Sets
  • Enterprise Wikis and Social Networking
    • The Enterprise Wiki site template
    • Integrating branding artifacts and term sites
    • User Profiles
    • My Sites
    • Audience Targeting
    • Creating an Enterprise Wiki Site Collection
    • Creating a Term Set
    • Working with Terms, Tags, Keywords and Ratings in the Enterprise Wiki Site
    • Creating User Profiles
    • Creating and Setting Up a My Site
  • Leveraging External Data in SharePoint 2010 with Business Connectivity Services
    • Overview of options to leverage external data in SharePoint Server 2010
    • Overview of External Content Types (ECT)
    • Using SharePoint Designer 2010 to customize ECTs
    • Using ECTs in external lists
    • Using ECTs in search solutions
    • Creating External Content Types in SharePoint Designer
    • Importing External Content Types in BCS
    • Expose External Content Types in Outlook
    • Create Quick Parts in a Microsoft Word Template to Expose Line of Business Data
  • Creating Offline Solutions with SharePoint Workspace 2010
    • Overview and introduction to SharePoint Workspace 2010
    • Taking SharePoint site’s content offline with SharePoint Workspace
    • Customizing SharePoint Workspace
    • Synchronize using SharePoint Workspace 2010
    • Working with External Lists in SharePoint Workspace
    • Use InfoPath to Edit a SharePoint List Form
    • Security in SharePoint Workspace
  • Conclusion

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Introduction to SharePoint Designer 2010

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  • Course No : SHPT-200
  •  Theory : 40%
  •  Lab : 60%
  • Duration : 24 hours

Attendees should have experience with the Internet Explorer and Office Products such as Word, Excel and Outlook. Previous experience with SharePoint (any version) is ideal but not required.

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