Kathy Hughes Microsoft® SharePoint® Designer 2010 UNLEASHED 800 East 96th Street, Indianapolis, Indiana 46240 USA Microsoft® SharePoint® Designer 2010 Unleashed Editor in Chief Copyright © 2012 by Pearson Education, Inc. Greg Wiegand All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, Executive Editor or otherwise, without written permission from the publisher. No patent liability is Neil Rowe assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author Development Editor assume no responsibility for errors or omissions. Nor is any liability assumed for Mark Renfrow damages resulting from the use of the information contained herein. Managing Editor ISBN-13: 978-0-672-33105-3 Sandra Schroeder ISBN-10: 0-672-33105-5 Library of Congress Cataloging-in-Publication Data is on file. Project Editor Printed in the United States of America Mandie Frank First Printing: September 2011 Copy Editor Trademarks Charlotte Kughen All terms mentioned in this book that are known to be trademarks or service marks have been appropriately capitalized. Pearson Education, Inc. cannot attest to the accu- Indexer racy of this information. Use of a term in this book should not be regarded as affecting Tim Wright the validity of any trademark or service mark. Warning and Disclaimer Proofreader Every effort has been made to make this book as complete and as accurate as possi- Debbie Williams ble, but no warranty or fitness is implied. The information provided is on an “as is” Technical Editor basis. The author and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information Clayton Cobb contained in this book. Contributing Writer Bulk Sales Joshua Haebets Pearson offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales. For more information, please contact: Publishing U.S. Corporate and Government Sales Coordinator 1-800-382-3419 Cindy Teeters [email protected] For sales outside of the U.S., please contact: Designer Gary Adair International Sales +1-317-581-3793 Compositor [email protected] Mark Shirar Contents at a Glance Introduction ...................................................................................1 Part I Welcome to SharePoint Server 2010! 1 SharePoint 2010 Overview ...............................................................15 2 SharePoint Server 2010 Architectural Overview ...................................53 3 Introduction to the SharePoint 2010 Fluid Interface.............................89 4 Design Administrative Tasks: Site Settings, Permissions, and Creating Sites ........................................................................103 5 In-Browser Customization: Navigation, Content Pages, and Content.....129 6 In-Browser Customization: Branding with Web Parts, Themes, and Master Pages..........................................................................207 Part II Enhancing Sites with SharePoint Designer 2010 7 Web Interface Design with SharePoint Designer 2010 .........................265 8 Creating Sites with Site Templates ...................................................333 9 Working with Content Types and Columns in SharePoint Designer ......389 10 Creating and Configuring Lists and Libraries.....................................411 Part III Styling and Designing SharePoint 2010 Sites 11 Understanding SharePoint Designer Editing Features ..........................441 12 Working with Content Pages in SharePoint Designer ..........................499 13 Building New Content Pages and Configuring Web Parts and Web Part Zones ......................................................................533 14 Extending Content Pages with Media and Dialogs .............................593 15 Creating New Publishing Page Layouts.............................................641 16 Working with and Creating New SharePoint Cascading Style Sheets (CSS) .........................................................................715 17 Creating New SharePoint 2010 Master Pages .....................................793 18 SharePoint Themes and Themable CSS: The Icing on the Cake.............923 Part IV Data Manipulation and Business Processes 19 Configuring Data Sources (Non-BCS) ...............................................995 20 External Content Types and External Lists (BCS) ..............................1055 iv Microsoft®SharePoint®Designer 2010 Unleashed 21 Manipulating Data with ASP.NET Data Controls...............................1093 22 Overview of XSLT List View and Data View Web Parts in SharePoint 2010 .....................................................................1111 23 Working with XSLT List View Web Parts (XLVs) ...............................1161 24 Working with the Data View and Data Form Web Parts .....................1231 25 Configuring and Customizing List Forms ........................................1293 26 Customizing List Forms with InfoPath 2010 Forms...........................1359 27 Using Workflows and Creating Custom Workflows ...........................1415 28 Creating Custom List Actions: Adding Buttons to the Ribbon and List Item Menus ...................................................................1483 Index........................................................................................1529 Table of Contents Introduction 1 Part I Welcome to SharePoint Server 2010! 1 SharePoint 2010 Overview 15 Versions Discussed in This Book .......................................................17 How to Tell Which Version You Are Running ..............................17 Why Use SharePoint 2010? ..............................................................18 Document Management and Storage .........................................18 Content Management .............................................................18 Integration with Existing Systems .............................................19 Enterprise Search ....................................................................19 Business Intelligence (BI) .........................................................19 Extensibility ..........................................................................19 The Face of the Company ........................................................20 Key 2010 Functional Areas...............................................................20 Comparison to SharePoint Server 2007 ......................................22 Sites .....................................................................................24 Communities.........................................................................27 Content ................................................................................30 Search ..................................................................................35 Insights (Business Intelligence) .................................................39 Composites (Extending SharePoint)...........................................44 Administrative Improvements ..........................................................49 Central Administration ...........................................................50 Windows PowerShell Commands for SharePoint..........................50 Developer Dashboard ..............................................................51 Upgrade Enhancements ..................................................................51 Visual Upgrade Feature............................................................52 Summary ......................................................................................52 2 SharePoint Server 2010 Architectural Overview 53 Terminology and Fundamental Architecture .......................................54 Flow of SharePoint Information: Inheritance Model .....................57 SharePoint Farms ...........................................................................57 SharePoint Databases ..............................................................58 SharePoint Farm Extensibility ...................................................58 vi Microsoft®SharePoint®Designer 2010 Unleashed Web Applications ...........................................................................59 Security and Identity (Authentication) .......................................61 Extending Web Applications ....................................................61 Managed Paths ......................................................................62 Service Applications: Sharing SharePoint Resources ......................62 Site Collections and Subsites ............................................................63 Organization of Subsites within a Single Site Collection .....................................................................65 Site Templates When Provisioning Site Collections ......................66 Vanity URLs: Host Headers for Site Collections ............................66 URL Considerations When Moving to a New Site or Upgrading .......................................................................67 Other Considerations with Site Collections.................................67 Site Collections and Tenant Administration ................................68 Platform Architecture......................................................................69 Pages and User Interface ..........................................................69