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Mindsharp - Customize SharePoint Sites Without Writing Code Using SharePoint Designer 2007 - Course Information
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Name: Mindsharp - Customize SharePoint Sites Without Writing Code Using SharePoint Designer 2007
Category: SharePoint
Length (Days): 5
Course Price (CAD): 2995
Description:
This 5-day course is designed to give students the tools and knowledge to customize SharePoint sites without writing code by using SharePoint Designer 2007 and in-browser customizations. The course addresses aspects of design such as applying alternate page layouts, creating and styling new pages, modifying site navigation, external data integration, including business intelligence, and custom workflows to enhance business processes. Existing Web designers will also understand how to best leverage cascading style sheets (CSS) to achieve the desired look and feel throughout SharePoint sites.
Prerequisites:
Prior to taking this course, students should have a general knowledge of Web site design and methodologies. They should also be familiar with SharePoint from an end user or administrative point of view. An understanding of ASP.NET 2.0 master pages and CSS is helpful, but not required.
Outline:
Module 0: Course Overview and Web Design Concepts
This module provides an overview of the course modules. It also includes Web site design and Web site design best practices to use when planning SharePoint site design and customization, including cross-browser considerations as well as considerations around SharePoint site accessibility and usability.

Module 1: SharePoint 101 (or SharePoint in a nutshell)
In this module, we cover fundamental SharePoint architecture and functionality to help students understand the scope of customization, design and customization concepts covered throughout this course. This module will also familiarize students with SharePoint terminology. Module 1 includes:

SharePoint architecture
An overview of SharePoint publishing infrastructure
Plug ‘n play methodology behind SharePoint functionality

Module 2: In-Browser Customizations
Before learning how to extend code-free customizations using SharePoint Designer 2007, this module covers the types of customizations you can do using the in-browser tools, including a review of the out-of-the-box site templates and their application throughout SharePoint site collections. We include real life working examples of the renowned content query web part as well as making the most of the rich text editor for in-page editing and styling, and consistent formatting throughout pages and sites. Module 2 covers the following topics:

Create new sites and apply site templates
Review the default site templates and application
Working with publishing and non-publishing sites
The anatomy of pages and page layouts throughout SharePoint sites
Create and edit pages, and add content
Document libraries, lists and content types
Web Parts
Application of master pages and CSS to sites and site collections
SharePoint themes
Modify navigation
Office authoring customizations
Introduction to workflows via the browser
3rd party add-ons for enhancing the content authoring experience

Module 3: Save Sites as Templates
This module shows you how to save a customized site as a template, both using the in-browser and SharePoint Designer 2007 tools, and then explains how to use the template to create new sites in SharePoint. Module 3 covers the following topics:

Differences between templates and site definitions in SharePoint
Publishing versus non-publishing site templates
Export or save customized site as a SharePoint site template
Create a new site in SharePoint based on a custom template
Getting the most out of the Microsoft ‘fab 40’ templates

Module 4: Enter SharePoint Designer 2007
Now that you’ve seen the extent of in-browser customizations, we move on to introduce you to SharePoint Designer 2007 and how it can enhance SharePoint customizations. We also take a look at other design companion tools, such as the Expression range of products like Expression Blend, and discuss how those tools compare and work with SharePoint Designer 2007 to compliment the overall SharePoint and web customization experience. Module 4 covers the following topics:

Overview of SharePoint Designer
How SharePoint Designer can enhance SharePoint customizations
Introduction to creating workflows using SharePoint Designer 2007
Connect to an existing SharePoint site
Considerations around connection protocols
Navigate within SharePoint Designer
Create new pages and content
Editing features
Module 5: Create SharePoint Sites with SharePoint Designer 2007
In this module you create a new SharePoint site from within SharePoint Designer 2007 and then publish the site to an existing site collection. This module also explains how to leverage existing templates for the new site and then configure the new site using the SharePoint Designer 2007 tools including adding Web parts and SharePoint content. Module 5 covers the following topics:

Create a new site and publish the site to the existing site collection
Add new SharePoint content to the site including Web Parts, forms, and tables
Custom behaviors
Web components
Module 6: Create and Modify SharePoint Master Pages
This module covers master pages that are based on the ASP.NET 2.0 framework and how master pages work with SharePoint sites and site collections. Module 6 includes the following topics:

Out-of-the-box master pages
Create new master pages using SharePoint Designer 2007
Add and configure navigation controls on master pages
Marrying CSS to master pages
Best practices for deploying master pages to SharePoint sites and site collections
Tips ‘n tricks around customizing the application.master page and MySites

Module 7: Create New Content Pages (Page Layouts)
In this module you learn how to create new page layouts using SharePoint Designer 2007. This module covers how page layouts and master pages work hand-in-hand to determine the final composition of SharePoint pages. Module 7 covers the following topics:

Architecture of page layouts
Revisit out-of-the-box page layouts
Learn all about the inner workings of page layouts
Build and deploy new page layouts using SharePoint Designer 2007

Module 8: Styling SharePoint with CSS
This module explains how you can apply a custom style sheet to either a single site or an entire SharePoint site collection. You also learn about the SharePoint cascading style sheet (CSS) files including how to modify the out-of-the-box CSS, create new CSS files, and the best practices for managing SharePoint CSS files. We show you how to effectively work with CSS using SharePoint Designer 2007 and 3rd party tools, as well as tips and tricks around debugging CSS. Module 8 covers the following topics:

Review the out-of-the-box CSS files and classes
CSS standards and compliance
Create new CSS files and manage the CSS lifecycle
Tips ‘n tricks around styling the rich text editor
Different types of CSS files and their application and relevance throughout the SharePoint design lifecycle
How to effectively inherit CSS throughout sites and site collections

Module 9: Create SharePoint Themes
In this module, we take CSS to the next level by creating and deploying a custom theme. We learn about some of the inherent benefits and issues around working with and deploying themes and pros and cons around using themes in SharePoint as opposed to using master pages and CSS to achieve an overall look and feel throughout sites and site collections. Module 9 covers the following topics:

Create a new theme
Modify properties of themes
Best practices for modifying and deploying updates to themes
Tips ‘n tricks for working with temporary theme files

Module 10: Create and Configure Data Sources
This module explains how to use data sources to SharePoint libraries and lists throughout your site collection, databases, XML files, server-side scripts, Web services, and Business Data Catalogs. You will learn how to import data into your SharePoint site from each of these connections using the data source properties in SharePoint Designer 2007 and integrate with business critical applications. We also cover best practices around security protocols when connecting to and configuring data source connections. Module 10 covers the following topics:

Overview of supported data sources
Connect with external databases
Link data sources
Tips ‘n tricks around authenticating to data sources

Module 11: Data Views and Conditional Formatting
This module explains how to use data views and data forms to present, configure and update data sources. You will work with data sources to add data to SharePoint pages and manipulate the data display using custom queries and conditional formatting. You’ll see how you can leverage data views and data form Web parts with ease to add powerful features to your SharePoint sites. Module 11 covers the following topics:

Data view Web parts for interactive SharePoint sites
Conditional formatting
XPath expressions
Apply filtering and style

Module 12: ASP.NET Controls
In this module you learn how to configure ASP.NET controls within SharePoint sites. You also bind and populate those controls using data connections. Module 12 covers the following topics:

Understand the overall role of controls in SharePoint Server 2007
Review types of controls available
Populate and format data using ASP.NET controls
SharePoint controls

Module 13: In-Browser Workflows
In this module you learn how to effectively work with the default workflows using the browser. It also explains how to create workflows for document libraries and lists throughout your SharePoint sites. Module 13 covers the following topics:

How workflows can benefit your existing business processes
Review the SharePoint default workflows
Create an Approval workflow
Create and deploy content type workflows
Administrate workflows
Bestpractices around workflow history, versioning and deployment strategies

Module 14: Create Workflows with SharePoint Designer 2007
This module explains how to take workflows to the next level using SharePoint Designer 2007. In this module you work with a number of scenario-based workflow solutions including multi-step workflows and multi-conditional workflows. Module 14 includes the following topics:

Relationship between SharePoint Designer 2007 workflows and Windows Workflow Foundation
Use the SharePoint Designer 2007 Workflow Designer Wizard to create custom workflows
Location and composition of workflow files
Deploy workflows created in SharePoint Designer 2007 to SharePoint document libraries and lists
Save and execute your workflow
Run the workflow and review workflow status in your SharePoint site
Review workflow logs on the SharePoint server
Work through a series of real world workflow scenario-based labs that include detailed instructions
Use custom actions to extend the built-in SharePoint Designer 2007 actions

Module 15: Administrate SharePoint Sites with SharePoint Designer 2007
In this module you learn how to leverage administrative features in SharePoint Designer to remotely administrate your SharePoint sites and configure contributor settings. Module 15 covers the following topics:

How to configure and deploy contributor settings
Extended reports and usage analysis
Migrate SharePoint sites including back up and restore
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