Upgrading to SharePoint Designer 2010 Course Outline

Upgrading to SharePoint Designer 2010



Section 1: Getting Started

Lesson 1.1: Meeting Microsoft SharePoint Designer 2010

What is Microsoft SharePoint Designer 2010?

What is Microsoft SharePoint?

What’s New in Microsoft SharePoint Designer 2010?

Basic SharePoint Terminology

Skill Sharpener

Lesson 1.2: Getting Started with Microsoft SharePoint Designer 2010

Opening SharePoint Designer

Opening a Site

Closing a Site

Closing SharePoint Designer


Skill Sharpener

Lesson 1.3: Interface Basics

Interface Overview

Understanding and Using Backstage View (File Menu)

Using Standard Tabs

Using Contextual Tabs

Minimizing the Ribbon


Skill Sharpener

Lesson 1.4: Working with Site Objects

Using the Navigation Pane

Browsing Object Types

Pinning an Object Type

Renaming and Deleting an Object

Working with Tabs

Using the Breadcrumb Trail


Skill Sharpener

Lesson 1.5: Using the Quick Access Toolbar

The Default Quick Access Toolbar Commands

Adding Commands

Removing Commands

Customizing the Toolbar


Skill Sharpener

Lesson 1.6: Customizing the Ribbon

Getting Started

Adding or Removing Tabs

Arranging Tabs and Groups

Creating New Tabs and Groups

Customizing Group Commands

Resetting all Customizations


Skill Sharpener

Section 1: Case Study

Section 1: Review Questions

Section 2: New Site and Page Management Features

Lesson 2.1: Working with Pages

Using Administration Pages

Viewing the Site Summary Page

Viewing Summary Pages

Viewing Gallery Pages

Reverting Site Pages


Skill Sharpener

Lesson 2.2: Understanding Other Content Types

Creating Lists

Creating Libraries

Using the Lists and Libraries Tab

Creating Workflows

Using the Workflows Tab


Skill Sharpener

Lesson 2.3: Customizing Site Columns

Understanding Site Columns

Using the Columns Tab

Modifying Site Columns

Creating a New Column

Renaming and Deleting Columns

Applying Your Changes


Skill Sharpener

Lesson 2.4: Linking Data to a Site Page

Setting Up an Internal Data Source

Creating an XSLT Data View from an Existing Data Source

About Related Item Views

Creating an Empty Data View

Creating a New Item Form


Skill Sharpener

Lesson 2.5: Formatting the Data View

Applying Conditional Formatting

Adding a Custom Action

Applying a Style

Changing Toolbar Display


Skill Sharpener

Section 2: Case Study

Section 2: Review Questions

Section 3: Improved Workflow Features

Lesson 3.1: Getting Started

Understanding Types of Workflows

Viewing Existing Workflows

Using the Workflows Tab

Copying and Modifying a Workflow

Renaming a Workflow

Deleting a Workflow


Skill Sharpener

Lesson 3.2: Creating a New Workflow

Creating a Workflow

Using the Workflow Tab

Adding Conditions

Adding Actions

Adding Steps

Adding Impersonation Steps


Skill Sharpener

Lesson 3.3: Managing Workflows

Changing Workflow Start Options

Changing Workflow Visibility

Associating Forms with a Workflow

Saving a Workflow Template


Skill Sharpener

Lesson 3.4: Finishing the Workflow

Saving the Workflow

Checking for Errors

Publishing the Workflow

Testing the Workflow


Skill Sharpener

Section 3: Case Study

Section 3: Review Questions

Section 4: Using Visio 2010 with SharePoint Designer 2010

Lesson 4.1: Creating Workflow Diagrams

Understanding Visio 2010

Creating a SharePoint Workflow Diagram in Visio 2010

Using the Process Tab

Adding Start and Terminate Shapes

Adding Conditions and Actions

Adding Connectors


Skill Sharpener

Lesson 4.2: Completing Your Workflow Diagram

Checking the Diagram for Errors

Saving Your Drawing as a Visio 2010 Workflow Interchange File

Importing a Workflow Drawing into Visio


Skill Sharpener

Lesson 4.3: Creating a Workflow in SharePoint Designer

Importing a Visio 2010 Drawing into a SharePoint Workflow

Setting the Variables

Checking the Workflow for Errors

Publishing the Workflow

Exporting a Workflow to Visio


Skill Sharpener

Section 4: Case Study

Section 4: Review Questions

Answer Key

Section 1

Section 2

Section 3

Section 4


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