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Microsoft SharePoint Designer 2010: Building Applications and Workflows with SharePoint Designer 2010: Hands-On

Course Code: 1505      Days: 4

Course Overview

SharePoint Designer 2010 allows organisations to extend the abilities of SharePoint beyond out-of-the-box functionality to build powerful data-driven pages, composite applications and workflows. This course provides the knowledge and skills necessary to maximise SharePoint without the need to write application-level code.

You Will Learn How To

  • Build custom SharePoint business solutions with SharePoint Designer 2010
  • Leverage SharePoint Designer 2010 features to extend SharePoint sites
  • Aggregate SharePoint lists and integrate data from multiple sources to build robust site dashboards
  • Automate complex business processes with SharePoint workflows
  • Create forms and capture data for workflows and data storage
  • Migrate your custom solution to production

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Audience

Anyone responsible for creating, building or managing SharePoint 2010 sites. Basic knowledge of SharePoint site structure at the level of Course 1501, "SharePoint (r) 2010 Technologies: A Comprehensive Hands-On Introduction", or experience with a previous version of SharePoint, is assumed.

Hands-On Training

Throughout an in-depth case study, you gain extensive hands-on experience creating SharePoint sites with SharePoint Designer 2010.

Exercises include:

  • Enhancing site functionality by editing content and master pages
  • Creating data views with custom formatting
  • Building a dashboard with data from Oracle and SQL Server utilising the XSLT List View Web Part
  • Streamlining tasks with workflow
  • Building reusable workflows
  • Leveraging external content types
  • Deploying a solution across servers

Course Outline

SharePoint 2010 Introduction

Overview of SharePoint technologies

  • Comparing and contrasting SharePoint Foundation with SharePoint Server
  • Setting SharePoint Designer restrictions and Central Administration
  • Establishing metadata fields with document sets, internal and external Content Types
  • Exploring Web applications and site collections

Developing a business case study

  • Utilising lists, libraries and Web Parts
  • Setting standards with site templates

Customising Web Sites with SharePoint Designer 2010

Exploring new features in SharePoint 2010

  • Navigating through the site with the Ribbon interface
  • Leveraging lists and content type editors
  • Creating reusable site assets

Modifying SharePoint sites

  • Editing Content and Master pages
  • Applying global changes via the 14 Hive
  • Adding Web Parts and customising Web Part Zones

Displaying Information with Data Views

Creating data views and aggregation

  • Displaying list data using the Data View Web Part
  • Enabling browser-based editing with the XSLT List View Web Part
  • Aggregating information in a data view
  • Linking and merging data sources
  • Accessing external lists

Data formatting for usability

  • Formatting using XSLT
  • Applying conditional formatting to highlight data
  • Adding custom fields and customising data views

Connecting to External Data Sources

Working with relational data

  • Leveraging Oracle and SQL Server data
  • Retrieving data via stored procedures and views
  • Merging data to create a dashboard

Gathering XML data sources

  • Consuming Web Services and server-side scripts
  • Connecting to RSS feeds

Business Connectivity Services (BCS)

  • Utilising external content types
  • Centralising security through BCS

Automating Business Processes with Workflow

Analysing business requirements

  • Establishing business rules through branching logic
  • Executing workflows in parallel and serial
  • Identifying lists required in the workflow process
  • Assigning tasks to participants

Building workflows

  • Creating workflow actions and steps
  • Controlling execution with variables, forms and form data
  • Triggering workflows with changes, additions and conditions
  • Leveraging Visio to build workflows
  • Exporting workflows to Visual Studio for added flexibility

Monitoring workflow activity

  • Tracking workflow status through Association Columns
  • Handling errors and logging events

Refining Web Applications with SharePoint Designer Components

Accessing databases

  • Adding, deleting and updating data
  • Validating user input
  • Displaying one-to-many relationships

Implementing InfoPath

  • Generating forms from templates
  • Creating custom forms
  • Starting WorkFlows from InfoPath

Migrating to Production

Analysing options for migration

  • Importing and exporting components
  • Scripting migration with PowerShell

Managing deployment

  • Setting quotas and viewing utilisation reports
  • Backing up and restoring a SharePoint site


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