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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
In Detail
SharePoint is a web-based collaboration and document management platform from Microsoft. Microsoft Office SharePoint Designer (SPD) is a WYSIWYG HTML editor and web design program, which has replaced FrontPage, and is the ideal environment for working with pages on a SharePoint site.
This book is ideal for people new to SharePoint Designer who need to put together a working SharePoint site as quickly as possible. If you who want to get started, and finished, as quickly as possible, this book is for you. You won't just learn how to use SharePoint Designer; you'll see how to use it to put together a SharePoint site.
This book will introduce you to the SharePoint Designer environment, and lead you through the key features as you complete important SharePoint customization activities. Throughout the book, you will be developing an example site for a wine business, and you will see what help SharePoint Designer offers, and step through clear instructions to get things done.
The book begins by familiarizing you with the Designer environment and helping you to connect to your SharePoint site. You will then learn how to add and format content, and use SharePoint's workflow tools to collaborate with other content creators before learning how to connect to different SharePoint data sources.
You will also learn to use ASP.NET Web Parts in your SharePoint site to create calendars, graphs, integrate with Exchange Server, and add powerful search tools to your site.
Get started with SharePoint Designer and learn to put together a business website with SharePoint.
Approach
This book takes you through the development of a SharePoint site for a wine business. The development involves adding features to the site using SharePoint Designer, and for each of these features you will find screenshots and easy to follow instructions.
Who this book is for
This book is ideal for people new to SharePoint Designer who need to put together a working SharePoint site as quickly as possible.
No experience of SharePoint Designer is expected, and no skill with creating SharePoint sites is assumed.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 202
Veröffentlichungsjahr: 2008
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Table of Contents
SharePoint Designer Tutorial
Working with SharePoint Websites
Mike Poole
SharePoint Designer Tutorial
Working with SharePoint Websites
Copyright © 2008 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, Packt Publishing, nor its dealers or distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: July 2008
Production Reference: 1100708
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-847194-42-8
www.packtpub.com
Cover Image by Vinayak Chittar (<[email protected]>)
Credits
Author
Mike Poole
Reviewer
John Jansen
Senior Acquisition Editor
Douglas Paterson
Development Editor
Ved Prakash Jha
Technical Editor
Dhiraj Bellani
Editorial Team Leader
Mithil Kulkarni
Project Manager
Abhijeet Deobhakta
Project Coordinator
Lata Basantani
Indexer
Hemangini Bari
Proofreader
Chris Smith
Production Coordinator
Aparna Bhagat
Cover Work
Aparna Bhagat
About the Author
Mike Poole owns and runs 2F3 Internet, which he established in 1997 to specialize in providing Microsoft-based web development and IT training.
He has received a much acclaim for his web development from many satisfied customers including the BBC, British Medical Association, Microsoft, and six different agencies of the Scottish Government. His work has won him awards from Scottish Enterprise (winner of best e-commerce site) and Microsoft (IM bot competition finalist and winner in both UK and international phases).
Mike has also written and taught courses in Microsoft Excel and Web Development at Edinburgh University.
His current technological interests include creating highly efficient/scalable database solutions and integrating online solutions into virtual environments.
About the Reviewer
John Jansen is a Test Lead for the SharePoint Designer product group in Microsoft. He has been working at Microsoft for the past nine years, and before that, was a freelance website designer, as well as database administrator and teacher.
Dedicated to my parents for generously allowing me to squander their money on computers at university, my wife for sitting patiently at dinner parties while friends badger me with their IT questions, and my God who still loves me despite having to compete with technology for my attention.
Preface
SharePoint is a web-based collaboration and document management platform from Microsoft. Microsoft Office SharePoint Designer (SPD) is a WYSIWYG HTML editor and web design program, which has replaced FrontPage, and is the ideal environment for working with pages on a SharePoint site.
This book is ideal for people new to SharePoint Designer who need to put together a working SharePoint site as quickly as possible. If you want to get started, and finished, as quickly as possible, this book is for you. You won't just learn how to use SharePoint Designer; you'll see how to use it to put together a SharePoint site.
This book will introduce you to the SharePoint Designer environment, and lead you through the key features as you complete important SharePoint customization activities. Throughout the book, you will be developing an example site for a wine business, and you will see what help SharePoint Designer offers, and step through clear instructions to get things done.
The book begins by familiarizing you with the Designer environment and helping you to connect to your SharePoint site. You will then learn how to add and format content, and use SharePoint's workflow tools to collaborate with other content creators before learning how to connect to different SharePoint data sources. You will also learn to use ASP.NET Web Parts in your SharePoint site to create calendars, graphs, integrate with Exchange Server, and add powerful search tools to your site.
What This Book Covers
In Chapter 1, we will learn what SharePoint is and why we should choose SharePoint Designer for developing SharePoint sites. Then, we will learn how to install SharePoint Designer and connect to an existing SharePoint site.
In Chapter 2, we will learn what SharePoint Designer does and how to get the most out of the interface. We will learn how to arrange the IDE's task panes , and about the benefits of switching between Design view and Code view. We will also get familiar with the features discretely tucked away on the Status bar to ensure that our pages conform to agreed standards and will render correctly in the browsers visitors use.
In Chapter 3, we will learn how to create a new site, add pages to that site, add text and graphics to our page, and preview the site in our web browser. We will also learn how to create tables and will learn about the benefits of layout tables. We will learn to organize our files and publish our site. We will also learn about the methods we can use to create a consistent style for our site.
In Chapter 4, we will learn to create new pages that follow a consistent theme and allow other users to contribute towards our site while still keeping our styles protected.
In Chapter 5, we will see that SharePoint Designer is more than just a tool to allow us to design pretty pages. When used properly, it becomes an integral part of a company's business processes.
In Chapter 6, we will collect data in our SharePoint site and examine the many methods that SharePoint has for allowing us to display that data.
In Chapter 7, we will discover how easy it is to interrogate a whole range of data sources and display information from them in our SharePoint site in an attractive and useful manner.
In Chapter 8, we will learn what Web Parts are and how they can be added to our site. We will also learn about the benefits of grouping our Web Parts within Web Part Zones.
In Chapter 9, we will learn about what ASP.NET controls are and which ones are available to us. We will also see how to implement simple controls, menu controls, calendar controls, validation controls, and login controls into our pages.
In Chapter 10, we will witness the power of the ready-made tools that SharePoint makes available to us. We will learn how to use OWA Web Parts to display our Exchange information in our SharePoint site and will learn about the configuration changes that are required to do so successfully and how to troubleshoot any error messages that we may come across.
In Chapter 11, we will learn to use the search capabilities that SharePoint provides for us. We will also see how to add search forms and results lists to our pages.
What You Need for This Book
In order to work through the examples in this book you will need to have Microsoft Office SharePoint Designer 2007 installed on your computer (no surprise there!). You should also ensure that you have access to a SharePoint site, either on your local network or across the Internet.
It would also be beneficial to have administrative access to Windows Server 2003 or 2008, Microsoft Exchange Server 2007 and Microsoft SQL Server 2005 for several of the more advanced examples.
Who This Book is For
This book is ideal for people new to SharePoint Designer who need to put together a working SharePoint site as quickly as possible.
No experience of SharePoint Designer is expected, and no skill with creating SharePoint sites is assumed.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "We could have left the VirtualPath blank so that server-side scripts are allowed in all SharePoint sites, but limiting it in this way ensures that only our birthday page has script access."
A block of code will be set as follows:
New terms and important words are introduced in a bold-type font. Words that you see on the screen, in menus or dialog boxes for example, appear in our text like this: "We then click the Create button in our Conditional Formatting task pane and select Apply Formatting".
Note
Important notes appear in a box like this.
Tip
Tips and tricks appear like this.
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Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Downloading the Example Code for the Book
Visit http://www.packtpub.com/files/code/4428_Code.zip to directly download the example code.
The downloadable files contain instructions on how to use them.
Errata
Although we have taken every care to ensure the accuracy of our contents, mistakes do happen. If you find a mistake in one of our books — maybe a mistake in text or code — we would be grateful if you would report this to us. By doing this you can save other readers from frustration, and help to improve subsequent versions of this book. If you find any errata, report them by visiting http://www.packtpub.com/support, selecting your book, clicking on the let us know link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata added to the list of existing errata. The existing errata can be viewed by selecting your title from http://www.packtpub.com/support.
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Questions
You can contact us at<[email protected]> if you are having a problem with some aspect of the book, and we will do our best to address it.
Chapter 1. Introduction to SharePoint
"Collaboration", "empowerment", and "information worker" are common buzzwords that are never far away in the world of SharePoint promotion, and which accurately convey the essence of SharePoint.
In this book, we will delve into the matters that are beyond the marketing speak and gain a deeper understanding of what SharePoint is. We will also learn to use SharePoint Designer to create and maintain sites that run on the platform.
My hope is that as you come to understand SharePoint better, you will associate your own adjectives with SharePoint such as "cool", "powerful", and "straightforward".
What is SharePoint?
"So, what is SharePoint then?" is a question that I hear frequently, not just from computer users but also, surprisingly, from savvy IT professionals. With over 24 different Microsoft Server products, it is understandable that not everyone knows what SharePoint is.
The aim of SharePoint is to improve team productivity by allowing staff to collaborate efficiently and providing them with the information they require. The information workers (i.e. staff) are being empowered!
SharePoint is a web-based collaboration, document management, and process management product that allows us to build an enterprise portal. It provides us with the framework to create websites that not only provide access to documents and shared workspaces but also allow other web-based applications such as wikis and blogs to be created. It also allows elaborate workflows to be created, allowing business processes to be monitored and actioned.
SharePoint makes this possible by pulling together the following existing Microsoft technologies and making them available to us for use:
The title, SharePoint, actually refers to two different Microsoft products:
In addition to these, SharePoint is a great way to share and exchange information such as calendars and to-do lists.
Although SharePoint is of benefit to small businesses, which can use it to develop sites without the need of much customization, the cost of a MOSS implementation can be prohibitive. Many of the server applications that SharePoint likes to interact with, such as Active Directory and Exchange Server, are absent from small business environments. This makes SharePoint a less natural choice for such companies.
SharePoint is more commonly found in medium-sized companies and large enterprises where the requirement for collaboration is greater (due to the larger workforce). Larger companies often find it easier and more cost-effective to implement SharePoint because most of the IT infrastructure is already in place.
Why Choose SharePoint Designer?
I am sure you will already have guessed that Microsoft Office SharePoint Designer 2007 is a web design tool that allows us to edit and deploy SharePoint websites. In this book, we will be using Microsoft Office SharePoint Designer 2007 to build SharePoint sites.
Microsoft Office SharePoint Designer 2007 is often referred to simply as SPD. I will refer to it as SharePoint Designer from now on in an attempt to save a few trees as well as your precious time.
Why choose SharePoint Designer? My reason is this: there is pretty much nothing that you would want to do to your SharePoint site that you cannot do with SharePoint Designer. If, on the other hand, you were to design your site using a product other than SharePoint Designer or Visual Studio, then you would soon find that you are missing out on being able to use many of SharePoint's built-in features (workflow for example).
With copies selling for US$275 (or a pricier £230 on the other side of the Pond) from your favorite online store, it is a little more than you would pay for a copy of Microsoft Word, but you are buying yourself a lot of power.
Unfortunately, although SharePoint Designer is a part of the Office family, it is not included in any of the Office system suites.
If you don't already own a copy of SharePoint Designer, it is worth checking if you are eligible to subscribe to Microsoft's Action Pack that includes annual licenses for not just SharePoint Designer but also Windows Server 2003, SharePoint Server Enterprise 2007, and SQL Server 2005 Standard Edition, which are useful if you would like to build a test SharePoint network.
What is SharePoint Designer?
Even very competent and technically-minded people ask me what SharePoint is or what SharePoint Designer is. It is not an easy topic to explain. The following paragraph is how I would sum up SharePoint Designer:
SharePoint Designer fills in the space in the Office family that was vacated by Microsoft FrontPage (Microsoft's previous HTML editing program). It combines the familiar Office user interface, which was popular with users of FrontPage, with the power of Windows SharePoint Services and Microsoft Office SharePoint Server, allowing data and reports to be built into your SharePoint site easily with the help of task panes and templates.
This may sound a little obscure or like marketing speak and not really put you in the picture. Thankfully, like many things in life, it is easier to understand the concept when we see it in action, so let's dive into it and take a look.
Installing SharePoint Designer
If you have not installed SharePoint Designer already, let's kick off by installing it on our computer. We begin by inserting the installation media (e.g. DVD). We then enter our product key and click the Continue button.
Note
If our installation does not autorun, then we will need to start the installation by double-clicking on the setup icon.
Next, we carefully read all ten thousand words of the license agreement, tick the checkbox to say that we accept the terms of the agreement, and click the Continue button.
On the next screen, we have the option of installing the default configuration by clicking the Install Now button or of customizing our installation.
Virtually all of SharePoint Designer is installed by default. If we were to click on the Customize button, we would be able to install additional Office features such as Japanese font support and proofing tools. We would also be able to specify an alternative file location and provide different user information.
We will opt for the default setup by clicking the Install Now button (it is, after all, larger than the other button, so would seem to be the one that Microsoft would like us to opt for).
The installation program then spends about three minutes (or longer if we have a slow computer), installing SharePoint Designer on our system. Once it is finished, we can click on the Close button.
We can then start SharePoint Designer by going to Start | All Programs | Microsoft Office | Microsoft Office SharePoint Designer 2007.
If we are using another website editing program on our computer, SharePoint Designer will ask us if we would like to make SharePoint Designer our default editor.
SharePoint Designer will then present us with the activation wizard. Let's go ahead and activate our product. We are now ready to use SharePoint Designer.
Connecting to an Existing SharePoint Site
Now that we have successfully installed SharePoint Designer on our machine, we can open up an existing SharePoint site from anywhere on our network, the Internet, or our local computer.
Note
Virtually, all SharePoint sites are hosted on remote web servers on networks or on the Internet, but it is also possible to create simpler sites locally and edit the pages there (e.g. on your laptop when you are on the move). So, we will also cover that in this book.
We will be using a variety of examples in this book to demonstrate various concepts. In Chapter 3, we will be introduced to the Wine Company and create a basic site. We will also create other small sites to illustrate different features.
To open a site, we go to File | Open Site.
This will present us with the Open Site dialog. We simply type the name of our site (e.g. http://olmec/) into the Site name field and click Open. Note that by default, the default SharePoint site name will be the server address (i.e. http://servername/).
SharePoint Designer should then connect to our SharePoint site and list the files and folders in the Web Site pane in the center of the designer and in the Folder List task pane on the left of the designer.
Note
We can only connect to our site if our network login has the necessary permissions to open the SharePoint site. If it does not, then we will be prompted to use a login with the necessary permissions.
Further Information
Further information about SharePoint Server is available from Microsoft on its main website at http://www.microsoft.com/sharepoint/ and on its Office Online website at http://office.microsoft.com/sharepoint/.
