Want to own the videos below and view them offline? Check out the SharePoint Designer 2010 Training DVD.

Table of Contents

Overview

• Introduction to SharePoint Designer 2010

  SharePoint Designer 2010 is the premier tool to configure and customize SharePoint 2010. It has evolved from SharePoint Designer 2007 with a totally new look and feel to it. This video shows how you can navigate around the SPD 2010 environment.

• Create and Manage SharePoint Components using SharePoint Designer 2010

  Using SharePoint Designer 2010, it is very easy to create SharePoint 2010 components. This video shows how easy it is and how much faster you can create the objects in this environment compared to using the browser to manage your sites.

SharePoint Content Customizations

• Creating a Page using SPD that cannot be edited through the browser

  There are times when you want information on a SharePoint page to not be updatable using the browser by anyone. The information could be text, images, lists, libraries or web parts. You can create a page like that using SharePoint Designer. This page will then be only updatable by anyone who can get to it using SharePoint Designer. All others, no matter what their privileges are, will not be able to change any information on the page using the browser.

• Creating a Web Part Page with Custom Text, Lists and Web Parts

  When you need to add content to your site, one of the best choices is to use a Web Part page. Using this type of a page, you can add your custom text, web parts and also views of your lists and libraries - all directly using SharePoint Designer. This video shows you how you can do all of this and also mentions the things you should watch out for while creating your pages.

• Working with Images in SharePoint Designer

  Site images should be stored in the Site Assets library and can be inserted on any page within the site. This video shows how to work with images on SharePoint sites using SharePoint Designer.

• Creating Web Part Connections using SharePoint Designer 2010

  Web Part connections allow you to connect information on one web part to another web part. You can do this through the browser, but only when the connections interface is available and even if it is available, you can only make connections to web parts on the same page. SharePoint Designer lets you make web part connections for all types web parts. Also, you can make connections from a web part on one page to another one on a different page.

• Publishing Web Parts to Web Part Gallery of a Site Collection

  Using SharePoint Designer 2010, a web part on any SharePoint page can be published to the web part gallery of the site collection. Once the web part has been published to the gallery, any site administrator or designer of a site within the site collection can add the web part to their site using either the browser or SharePoint Designer.

• Display List data of one Site on another Site

  Use SharePoint Designer 2010 to show list or library information from one site onto another site within the same site collection.

• Creating and using Site Columns and Content Types

  Site Columns and Content Types can be created easily using SharePoint Designer. This video first explains why you should use site columns and content types. Then you see a scenario in which a site column is created then associated with a content type. The content type is then used in a document library.

• Create External Content Types using SharePoint Designer 2010

  The External Content Types section within SharePoint Designer lets us define connections to Line of Business data that we have access to as a developer, designer or admin of that site. Once the connection is defined, business analysts can use that connection to create what’s called External Lists which shows the content of what the connection is attached to (for example a table in a database).

SharePoint Security

• Configuring SharePoint site security using SharePoint Designer 2010

  SharePoint security can be managed easily using either the browser or SharePoint Designer. This video shows how you can manage it using SharePoint Designer 2010.

• Restricting SharePoint Designer Usage

  SharePoint Designer is an extremely powerful application and lets its users create robust solutions on top of SharePoint. The usage of SharePoint Designer can be restricted as needed to the groups who possess the knowledge this powerful tool correctly. In this video, you will see how a site collection administrator can control various levels of access to this product.

Master Pages and Page Layouts

• Switching the Master Page of a Site

  The Master Page for a site provides the chrome for it. The quick launch navigation, site banner, logos, and the top link bar are all part of the master page. This video shows how you can use SharePoint Designer to easily switch to any of the existing master pages on the site. The example used here is how you can switch to the default.master master page to give your site the look and feel of a SharePoint 2007 site.

• Attaching a Master Page to a site page for standard Site Branding

  Branding a page to look like the rest of the site is easy to do with SharePoint Designer. If you have a page that you created from scratch or in which you copied the content from a different site or from a document, you can easily provide that page the matching look and feel for the rest of the site by attaching the Master Page of that site to it.

• Creating Page Layouts for Publishing Sites using SharePoint Designer 2010

  Publishing sites use publishing pages to display information to the users. Publishing pages are based upon underlying page layouts which essentially tell the page how to layout the information out on the page. Page layouts, in turn, are based upon content types and content types can have several site columns associated with it. This video goes into detail as to exactly why you would want to create these components and shows you how each one is created step by step.

Designing Workflows

• Creating a Workflow on a List using SharePoint Designer 2010

  SharePoint Designer can be used to create powerful workflows on your site. You can create workflows on a list or library, create reusable workflows or create site based workflows. This video focuses on creating list workflows. While showing you how to create a list workflow, the various capabilities of the workflow designer environment (such as steps, conditions, actions, parallel branching, moving actions around etc) are explained so you can take full advantage of this robust environment.

• Create reusable workflows using SharePoint Designer 2010 and attach to Content Types

  Being able to create reusable workflows is a major component of SharePoint Designer 2010. In this presentation, you will see how you can create a reusable workflow and attach it to a content type and then use that content type in a library.

• Create a Site Workflow and modify its form using InfoPath

  One of the types of workflows you can create using SharePoint Designer 2010 is the site workflow. This type of workflow is not attached to a list or library but rather to a site itself. In this video, you will see how to accomplish that. In addition, you will also see how to modify the user interface form, that this workflow creates, using InfoPath 2010

• Create Workflows in Visio then transfer to SharePoint Designer

  Visio Premium 2010 supports modeling a SharePoint workflow. This functionality is not available in Visio Standard or Professional. A business or process analyst can model a workflow in Visio then hand it off to a developer, power user or site administrator to configure and deploy the workflow in SharePoint Designer 2010. This process can work the other way around as well. You can take an existing workflow in SharePoint Designer 2010 and export it to be viewed in Visio Premium 2010 without any loss of functionality or settings.

• Visualize a running workflow with Visio Services

  If you are running SharePoint Server 2010 Enterprise, you have the capability to visualize any running SharePoint workflow. The visualization appears in the workflow history page and shows you the current status of the workflow. This process is supported by Visio Graphics services which ships with SharePoint Server Enterprise. This video shows how this visualization works.

• Customize SharePoint Designer Workflow forms using InfoPath

  SharePoint Designer workflows automatically generate forms as needed to interact with participants of the workflow. If you are running SharePoint Foundation, these forms can be modified using SharePoint Designer itself. However, if you are running SharePoint Server Standard or Enterprise, the forms generated are automatically InfoPath forms. If you have InfoPath 2010 available to you, you can use it to modify these forms and use all types of powerful functionality available in InfoPath such as data validation, conditional formatting, and action rules.

• Publishing globally reusable Workflows

  You can publish a reusable workflow globally to a site collection. Once published, the workflow is then available throughout the site collection and can be used at any site. This video shows how easy it is to create this type of workflow.

• Modifying the built-in Workflow templates

  SharePoint Server ships with several built-in workflow templates to be utilized right away. As a site administrator, you can use any of these templates to create a new unique workflow for any list or library on your site. Most of these templates are exposed and available to be modified as needed using SharePoint Designer 2010. This video shows how you can modify the Approval workflow template to your needs.

• Exporting a reusable workflow to a different Site Collection

  A reusable workflow can be packaged up as a workflow template and moved to a different site collection. The package is a workflow solution file with a .wsp extension. This file is deployed to the solution gallery and then activated so it can be used at the other site collection. The procedure is demonstrated in this video.

Customizing List View web parts

• Creating a List and modifying its Schema

  SharePoint Designer can be used to create all types of SharePoint Lists. This video demonstrates how you can create a Contacts list and then modify its schema to use list columns and site columns.

• Create List View Pages with Conditionally Formatted Data

  This video shows how to conditionally format information in a List View page using the XSLT List View web part. The scenario starts off by importing information from a spreadsheet to make a list. Then a new List View page is created on the list which automatically comes with the XSLT List View web part showing the information in the list. Conditional Formatting is then used to highlight some content and also hide other content based on certain conditions.

• Create Custom List Form Pages using SharePoint Designer

  List Form pages let you view, edit and insert items in lists and libraries. The existing list form pages can be modified or new ones can be created easily using SharePoint Designer. You will see how to create a new Edit form page and then modify the page's formatting and insert your own logo in the form page.

• Creating Custom Actions for Lists

  Custom Actions can be created by Power Users, Designers or Administrators of a site using SharePoint Designer. Once created, Custom Actions provide an easy way for the end user to navigate to an existing list form, to execute a workflow or to navigate to a URL.

Use Data View web part to manage SharePoint and external Data

• Report on data from your Database using the XSLT Data View web part

  Retrieve data from your database directly into SharePoint using the XSLT Data View web part in SharePoint Designer. It is shown how to do just that. In addition, you will learn how you can create a parent-child relationship between data from the database and data in a SharePoint list using web part connections.

• XSLT List View web parts and Conditional Formatting

  XSLT List View web part is a new type of web part that lets you manipulate data in a flexible manner using SharePoint Designer. A designer can easily connect to a variety of data sources to display data as needed and also setup any required conditional formatting of data. The best part about this setup is that a member of the site who is later using this data through the browser can easily interact with the views of this data or create additional views.

• Get to your data using Web Services functionality in SharePoint Designer

  There are dozens of web services that come out of the box with SharePoint. You can connect to any of these web services, or even the ones outside your intranet, easily using SharePoint Designer. This video shows how to connect to the Lists web service and retrieve data about lists and libraries from any site in your site collection or even in a different site collection (as long you have the proper permissions).

SharePoint Designer Integration with InfoPath and Visio

• An end to end process using InfoPath 2010 for forms and Visio 2010 and SharePoint Designer 2010 for Workflows

  InfoPath forms are a great way to capture information from a user. They can be presented to the user as a web form right within a SharePoint site. User can fill out the form and it gets submitted to the form library in your site. The form library then has the capability to route that form for approval using a workflow. SharePoint Designer can be used to create that workflow. Workflows can also be modeled in Visio and then transferred to SharePoint Designer. All of this and more is demonstrated in this video.