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This affiliate provides an overview of SharePoint Designer 2010, accoutrement the new user interface and appliance the artefact to admission and appointment with absolute SharePoint sites and actualize new SharePoint sites.

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In This Chapter

In Allotment I, “Welcome to SharePoint Server 2010!” of the book, you apprentice how to adapt SharePoint 2010 sites appliance in-browser tools. In Allotment III, “Styling and Designing SharePoint Sites,” you apprentice how SharePoint Designer 2010 can extend the Web interface customizations and go above that which you can accomplish appliance the browser to architectonics and adapt your SharePoint sites.

This affiliate provides an overview of SharePoint Designer 2010. You will apprentice about the new user interface and how to use the artefact to admission and appointment with absolute SharePoint sites and actualize new SharePoint sites. If you accept formed with SharePoint Designer 2007, this affiliate explains the differences amid SharePoint Designer 2007 and SharePoint Designer 2010, including bombastic features.

SharePoint Designer 2010 is the ultimate apparatus for customizing, prototyping, and designing SharePoint 2010 sites. Congenital on ASP.NET 3.5, SharePoint Designer 2010 provides IT pros, advice workers, and Web designers the adeptness to actualize code-free SharePoint 2010 solutions, including able affiliation capabilities with abstracts sources such as SQL databases and Web services, business intelligence solutions via the Business Connectivity Casework (BCS) model, and custom workflows that can be acclimatized to absolute business processes. A what-you-see-is-what-you-get (WYSIWYG) interface enables Web designers to accretion a added astute appearance of architectonics and customization advanced of deploying custom attributes to SharePoint sites, such as adept pages and CSS files.

The ambit of SharePoint Designer 2010 appearance includes:

I could potentially address a baby arrangement on who could use SharePoint Designer 2010, forth with all the types of scenarios and affidavit for appliance it. But, typically, SharePoint Designer is apparent as the ideal apparatus for web designers and advice workers who are amenable for designing and customizing SharePoint sites. Armpit owners, or administrators, can booty advantage of the new affluent alteration appearance in SharePoint Designer 2010 to administrate sites and actualize new content, such as lists and certificate libraries. Developers will acquisition SharePoint Designer an ideal apparatus for prototyping solutions, including creating and alive with “codeless” solutions. They will additionally advantage the allotment adequacy amid SharePoint Designer 2010 and Visual Studio 2010, including options to acceptation custom workflows and prototyped sites into Visual Studio 2010 from SharePoint Designer 2010. Business analysts will adulation the adaptable workflow opportunities in SharePoint Designer 2010 and will readily embrace the congenital workflow wizards and affiliation with Visio 2010 to actualize able-bodied and reusable workflows.

Obviously, although SharePoint Designer 2010 is the ideal apparatus for customizing, designing, amalgam added functionality, and prototyping SharePoint sites, it does accept several limitations. The key limitations are mentioned here.

SharePoint Designer is not Visual Studio, so it cannot be acclimated in the afterward scenarios:

A above change amid SharePoint Designer 2007 and SharePoint Designer 2010 is that SharePoint Designer 2010 includes abundant tighter affiliation with SharePoint 2010 sites and now includes the adeptness to actualize accepted armpit altar such as lists and certificate libraries, agreeable types, and columns. Accession above change is that SharePoint Designer 2010 can alone be acclimated with SharePoint 2010 sites, but SharePoint Designer 2007 could be acclimated to adapt and actualize both SharePoint Server 2007 and non-SharePoint websites.

The SharePoint Designer 2010 user interface has undergone cogent changes. If you review, for a moment, the archetypal home folio of SharePoint Designer 2007, as apparent in Figure 7.1, you see some accustomed sections including menus, appointment panes, and a alive amplitude in the average of the page. SharePoint Designer 2007 leveraged appointment panes, those sections on either ancillary of the capital alive space, decidedly for alteration purposes which meant arresting admired awning absolute estate.

Figure 7.1 SharePoint Designer 2007 attending and feel.

By comparison, the SharePoint Designer 2010 screen, apparent in Figure 7.2, provides a new and fresher attending to that of its analogue apparent in Figure 7.1. Although you can still use appointment panes for alteration purposes, there is no best that aforementioned akin of annex on appliance them. This is abundantly due to the actuality that SharePoint Designer 2010, aloof like SharePoint 2010, includes the contextual award interface, which can be leveraged for accessing accepted alteration actions.

Figure 7.2 SharePoint Designer 2010 attending and feel.

To accretion an all-embracing account of changes amid SharePoint Designer 2007 and SharePoint Designer 2010, let’s bound appraise the new appearance and the appearance removed in SharePoint Designer 2010.

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The afterward key appearance are new to, or bigger in, SharePoint Designer 2010:

The afterward key features, advanced included in SharePoint Designer 2007, accept been removed in SharePoint Designer 2010:

For a absolute description of changes in SharePoint Designer 2010, see http://technet.microsoft.com/en-us/library/cc179083.aspx.

The afterward are important factors back because appliance SharePoint Designer to adapt and architectonics your SharePoint sites:

In the aboriginal instance, you charge to be acquainted that SharePoint Designer 2010 cannot be acclimated with SharePoint Server 2007 or Windows SharePoint Casework 3.0 sites. By the aforementioned token, SharePoint Designer 2007 cannot be acclimated with SharePoint 2010 sites.

In the added instance, you should be acquainted that both SharePoint Designer 2007 and SharePoint Designer 2010 can co-exist on the aforementioned computer. However, this works best back you install SharePoint Designer 2010 aboriginal and again install SharePoint Designer 2007. Attempting to install SharePoint Designer 2010 on a computer area SharePoint Designer 2007 is currently installed instead attempts to advancement SharePoint Designer 2007 to SharePoint Designer 2010.

In the third instance, SharePoint Designer 2010 is accurately for use with SharePoint 2010 sites and cannot be acclimated to appointment with non-SharePoint sites, such as changeless HTML sites or added non-SharePoint web pages. Attempting to attainable a non-SharePoint folio in SharePoint Designer 2010 after-effects in a chat as apparent in Figure 7.3.

Figure 7.3 Chat served back attempting to barrage a web folio alfresco of a SharePoint 2010 site.

For customizing non-SharePoint sites, Microsoft Expression Web is recommended. However, be acquainted that Expression Web additionally cannot be acclimated with SharePoint sites. If you attack to attainable a SharePoint armpit or folio appliance Microsoft Expression Web again a chat displays as apparent in Figure 7.4.

Figure 7.4 Chat served back attempting to barrage a SharePoint folio in Expression Web.

Like SharePoint Designer 2007, SharePoint Designer 2010 (both the 32-bit and 64-bit versions) is a chargeless download from Microsoft. However, there are some bulk arrangement requirements you should be acquainted of afore installing SharePoint Designer 2010. These include

One of the best frequently asked questions about deploying and appliance SharePoint Designer aural an alignment is about locking bottomward admission and/or authoritative what users can do. For instance, IT administrators are generally afraid to accord users admission to SharePoint Designer because they are anxious with authoritative overhead, such as adventitious abatement of SharePoint sites or agreeable or changes that cannot be calmly undone, abnormally area admission is accustomed on a alive and in-production SharePoint site. Although I acerb acclaim that users be thoroughly accomplished in SharePoint Designer 2010 advanced of appliance it to adapt and architectonics SharePoint sites, SharePoint 2010 includes options about locking bottomward admission to SharePoint Designer to advice abstain those kinds of issues explained earlier. In this section, you apprentice about the aegis settings that you can use to absolute admission to and alteration of SharePoint sites in SharePoint Designer 2010.

If you’ve advanced acclimated SharePoint Designer 2007, again you ability already be accustomed with the abstraction of Contributor Settings. Although SharePoint Designer 2007 leveraged absolute user permissions in SharePoint Server 2007 sites, attached user admission to alteration appearance in SharePoint Designer 2007 meant added configuration. Contributor Settings are bombastic in SharePoint Designer 2010 and ascendancy of user admission in account to alive with SharePoint Designer is now centralized via user permissions set on the corresponding SharePoint 2010 site.

Additionally, if you capital to absolutely attenuate admission to SharePoint Designer 2007 and stop users from aperture SharePoint sites in SharePoint Designer, you bare to adapt the corresponding armpit definition’s onet.xml file, amid in the Web front-end server, and add the constant DisableWebDesignFeatures=”wdfopensite” to the armpit definition’s Project tag. Although this aforementioned constant may be acclimated in SharePoint 2010 armpit definitions, it is not all-important to use it in adjustment to attenuate use of SharePoint Designer 2010 on a armpit collection. Admission to SharePoint Designer 2010 can be blocked via settings in the Web interface.

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Locking bottomward and authoritative admission to SharePoint Designer 2010 can be done via the Web interface, after the charge for added agreement in SharePoint Designer or accessing the Web front-end server to adapt a SharePoint armpit definition’s onet.xml file. In addition, admission to SharePoint Designer 2010 can be bound bottomward at either the Web appliance or armpit accumulating levels.

As Table 7.1 shows, authoritative admission to SharePoint Designer 2010 offers a adjustable archetypal and one that should be advised as allotment of your upfront SharePoint deployment considerations. For instance, authoritative SharePoint Designer 2010 settings at Web appliance akin agency that any armpit collections created beneath that Web appliance inherits those settings. At the added end of the spectrum, the permission archetypal is adjustable abundant to acquiesce armpit owners to absolute what users can do with SharePoint Designer 2010 on a site-by-site base by leveraging SharePoint 2010 permissions.

Permission Scope

Details

Web Application

Stop or absolute use of SharePoint Designer 2010 in all Armpit Collections created beneath a Web application

Site Collection

Stop or absolute use of SharePoint Designer 2010 in sites created aural a Armpit Collection

Site (Web) Permissions

Limit admission to SharePoint Designer 2010 on a site-by-site base by leveraging SharePoint Groups and user permissions

Obviously, establishing the bulk to which you charge to lock down, or disable, SharePoint Designer is a analytical allotment of your upfront architectonics decisions and planning. For instance, if you accept MySites deployed throughout your organization, you ability appetite to acquiesce users to adapt their MySites in SharePoint Designer but not acquiesce them to adapt added sites. In this case, your upfront architecture, including Web appliance design, is important to ensure that you accept that flexibility.

Let’s analysis anniversary of the SharePoint Designer 2010 permission scopes, basic at the Web appliance level.

SharePoint Designer settings at the Web appliance akin accommodate the greatest bulk of ascendancy and can absolute everyone, including armpit accumulating administrators, from aperture sites in SharePoint Designer 2010. There are four lockdown settings attainable as apparent in Figure 7.6 and Table 7.2. By default, back a Web appliance is created, all four options are enabled.

Figure 7.6 SharePoint settings at the Web appliance level.

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Setting

Associated Checkbox Description

Result

Allow SharePoint Designer in this Web Application

Enable SharePoint Designer

By unchecking this option, you finer aish the advantage to adapt sites aural armpit collections beneath the accepted Web appliance in SharePoint Designer 2010 for all users, including armpit accumulating administrators.

Allow Armpit Accumulating Administrators to Abstract Pages from the Armpit Template

Enable Detaching Pages from the Armpit Definition

Specify whether to acquiesce armpit administrators to abstract pages from the aboriginal armpit analogue appliance SharePoint Designer. If you uncheck this advantage at Web appliance level, again armpit accumulating administrators, armpit owners, and designers are not able to adapt pages created via the Web interface in SharePoint Designer. For instance, attempting to adapt a Wiki folio that has been created in the Wiki library in the Web interface is not attainable and the advantage to Adapt Book in Advanced Mode is disabled.

Allow Armpit Accumulating Administrators to Adapt Adept Pages and Blueprint Pages

Enable Customizing Adept Pages and Blueprint Pages

Specify whether to acquiesce armpit accumulating administrators to adapt Adept Pages and Blueprint Pages appliance SharePoint Designer. Unchecking this advantage removes the Adept Folio and Folio Layouts tab from the aeronautics area in SharePoint Designer. If a user attempts to admission and adapt adept pages via the All Files, _catalogs, adept page, binder again they will be challenged if they attack to attainable a adept folio or folio layout. However, if you accept a armpit already attainable in SharePoint Designer 2010 and again abjure this advantage at the Web appliance level, it absolutely does booty aftereffect as anon as you acknowledgment to your absolute SharePoint Designer session. The Adept Folio and Folio Layouts tabs abandon from the larboard navigation, and you are challenged if you attack to adapt a adept folio through the All Files route. However, if you already accept a adept folio arrested out and attainable back this ambience is disabled, you are able to still edit, save, analysis in, broadcast major, and approve.

Allow Armpit Accumulating Administrators to See the URL Anatomy of Their Web Site

Enable Managing of the Web Armpit URL Structure

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Specify whether to acquiesce armpit administrators to administer the URL anatomy of their website appliance SharePoint Designer. Unchecking this advantage removes the All Files tab from the aeronautics area in SharePoint Designer, which again avoids admission to examination a site’s files in absoluteness including hidden folders (those folders preceded by an underscore, such as _foldername.

To admission SharePoint Designer settings at the Web appliance level, chase the accomplish listed below:

Table 7.2 summarizes anniversary of the SharePoint Designer settings.

Depending on SharePoint Designer settings at the Web appliance level, armpit owners and designers (or associates of the SharePoint Designers group, or users with the Architectonics permission level) are able to use SharePoint Designer to adapt SharePoint sites. If one or added SharePoint Designer options accept been disabled at the Web appliance level, again those options are disabled and not attainable at the armpit accumulating level.

For example, in Figure 7.7, SharePoint Designer has been enabled at the Web appliance level, but the added three options accept been disabled. In this scenario, armpit owners and designers are not able to admission those accompanying appearance in SharePoint Designer, such as alteration adept pages and folio layouts. However, armpit accumulating administrators abide to accept abounding admission to the abounding apartment of SharePoint Designer alteration capabilities.

Figure 7.7 SharePoint Designer settings affiliated at the armpit accumulating level.

The SharePoint Designer settings at armpit accumulating akin are the aforementioned as those at the Web appliance level, with one capital exception. If SharePoint Designer is disabled at the armpit accumulating akin again the armpit accumulating ambassador is still able to barrage armpit accumulating sites (Webs) in SharePoint Designer 2010 and admission all SharePoint Designer settings. This is additionally applicative area added SharePoint Designer appearance accept been disabled at the armpit accumulating level; armpit accumulating administrators abide to accept abounding admission to alteration sites in SharePoint Designer 2010. In added words, if you absolutely appetite to lock bottomward admission to SharePoint Designer, including admission for armpit accumulating administrators, you charge to lock it bottomward at the Web appliance level.

To admission SharePoint Designer settings at the armpit accumulating level, chase the accomplish below:

In accession to options for locking bottomward admission to SharePoint Designer at the Web appliance and armpit accumulating levels, you may additionally advantage user permissions for acceding or abstinent admission to SharePoint Designer. In adjustment to attainable a SharePoint Armpit in SharePoint Designer, a user charge be a affiliate of the SharePoint Designers group, or be aural a SharePoint accumulation that has the Architectonics permission akin assigned to it. Alternatively, the Architectonics permission akin can be activated anon to the user irrespective of accumulation membership, which provides the afterward rights: Add and Adapt Pages, Administer Themes and Borders, Administer Style Sheets, and Use Remote Interfaces. Additionally, SharePoint Designer charge be enabled at both the Web appliance and armpit accumulating levels. By default, back a Web appliance is created, SharePoint Designer is enabled.

To advice actuate the currently logged in user, SharePoint Designer 2010 includes the advantage to analysis the accepted user, as apparent in Figure 7.8. This is advantageous for alive amid altered permission scenarios back customizing and designing in SharePoint Designer and you appetite to analysis afterimage and permissions on assertive actions.

Figure 7.8 How to admission the accepted logged in user in SharePoint Designer 2010.

Clicking the user figure reveals the character of the accepted logged in user as apparent in Figure 7.9, and additionally includes the advantage to aing out of your accepted affair and log in as a altered user.

Figure 7.9 Chat assuming character of accepted logged in user.

If you are not a affiliate of the SharePoint Designer accumulation (nor accept Architectonics permissions otherwise) and attack to attainable a armpit in SharePoint Designer 2010 again the Adapt Armpit in SharePoint Designer card advantage is absent. SharePoint Designer options in the ribbon, although still present, are disabled.

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Behavior apparent back leveraging user permissions for authoritative admission to SharePoint Designer differs to that back disabling SharePoint Designer at the Web appliance or armpit accumulating levels. Area SharePoint Designer is disabled at the Web appliance or armpit accumulating levels, the Web interface options to adapt in SharePoint Designer 2010, such as the advantage to Adapt in SharePoint Designer via the Armpit Accomplishments menu, are still present. Area a user has bereft permission to adapt sites in SharePoint Designer, those aforementioned SharePoint Designer alteration options are absent or disabled, as apparent in Figure 7.10 (the Adapt Appearance and Adapt Account options are disabled in the ribbon) and Figure 7.11 (the Armpit Activity card advantage to Adapt Armpit in SharePoint Designer is absent).

Figure 7.10 Award user acquaintance with bereft permission to use SharePoint Designer.

Figure 7.11 Armpit activity user acquaintance with bereft permission to use SharePoint Designer.

If a user with bereft permissions to adapt a SharePoint armpit in SharePoint Designer attempts to apart barrage a armpit in SharePoint Designer 2010 by anon aperture the SharePoint Designer appliance from his own apparatus and again entering the site’s URL, he receives the absurdity chat apparent in Figure 7.12.

Figure 7.12 Attack to barrage armpit with bereft permission to use SharePoint Designer.

Unlike SharePoint Server 2010, in a SharePoint Foundation 2010 server there is no out-of-the-box SharePoint Designer group. However, there is a Architectonics permission level, which equates to the aforementioned permission akin assigned the SharePoint Designer accumulation in SharePoint Server. If you are planning on leveraging user permissions to lock bottomward admission to SharePoint Designer in a SharePoint Foundation 2010 server you ability accede creating a custom accumulation called Designer for accessible acceptance and assignment.

Where SharePoint Designer has been disabled at the Web appliance level, a armpit accumulating administrator, armpit owner, or affiliate of the Designer SharePoint accumulation still sees the options to adapt with SharePoint Designer in the Web interface. However, beat one of those options after-effects in a chat as apparent in Figure 7.13.

Figure 7.13 Visual aftereffect of locking bottomward SharePoint Designer at the Web appliance or armpit accumulating level.

If SharePoint Designer has been disabled at the armpit accumulating level, armpit owners and associates of the site’s Designer SharePoint accumulation are met with the aforementioned chat back attempting to attainable a armpit in SharePoint Designer.

If the Enable Customizing Adept Pages and Blueprint Pages advantage is disabled at the Web appliance akin again armpit accumulating administrators, armpit owners, and associates of the Designer SharePoint accumulation see the chat apparent in Figure 7.14 back attempting to attainable a adept folio of folio blueprint via the All Files tab in the aeronautics area in SharePoint Designer.

Figure 7.14 Acquaintance back attempting to attainable a adept folio area the advantage has been disabled for the Web appliance or armpit collection.

SharePoint Designer 2010 supersedes SharePoint Designer 2007. However, clashing SharePoint Designer 2007, SharePoint Designer 2010 is accurately geared against customizing and designing SharePoint 2010 sites and cannot be acclimated for alive with non-SharePoint sites. Similarly, SharePoint Designer 2010 cannot be acclimated with SharePoint Server 2007 sites.

Since SharePoint Portal Server 2001, in which there were bound architectonics capabilities, an affluence of accoutrement accept entered the SharePoint marketplace. SharePoint Portal Server 2003 saw FrontPage 2003 acclimated abundantly for customizing pages, designing pages, and abacus argumentation via the DataView Web part. SharePoint Server 2007 saw the accession of SharePoint Designer 2007 for designing and customizing SharePoint adept pages, folio layouts, added types of pages, and CSS files. Included in SharePoint Designer 2007, we aback had a accepted set of ASP.NET controls, such as the gridview control, which you could advantage for extending appearance such as affiliation with alien databases including Admission databases. We additionally saw third-party and open-source accoutrement for amalgam Silverlight and ASP.NET 3.5 functionality into SharePoint sites.

In SharePoint 2010, there is not alone SharePoint Designer 2010, but additionally added affluent architectonics affiliation tools, including InfoPath Designer 2010 for designing SharePoint account forms, Visio 2010 for designing and amalgam workflows with SharePoint Designer, and Visual Studio 2010. To accompaniment the user interface opportunities in SharePoint 2010, there is additionally Microsoft Expression Blend for customizing the Silverlight Web allotment skin. In addition, ASP.NET 3.5 functionality is natively congenital into SharePoint, which enables you to added calmly add Web 2.0 blazon functionality to your SharePoint sites. But the Web architectonics apparatus adventure doesn’t end there.

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If you’re advertent prototyping SharePoint sites again a audible apparatus of best is Microsoft Expression Blend 4 Sketchflow, which includes SharePoint 2010 affiliation options.

If you are still complex in alive with and customizing non-SharePoint sites, again the apparatus of best is either SharePoint Designer 2007 or Expression Web.

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