55010: Customizing and Branding SharePoint 2010 and Office 365

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Price : CAD

Description

About this Course
This three-day instructor-ledcourse provides students with the knowledge and skills to quickly make a SharePoint site your SharePoint Site. While focused on SharePoint Designer, this class covers the SharePoint customization, in particular, customization that can be done without custom code or SharePoint server access. This includes browser based customization, SharePoint Designer customization, InfoPath form customization and the Data View and Content Editor web parts. Topics include how to customize navigation, themes, and master pages and how to get a start on branding. Also covered are how do customize the display of lists and libraries and how to connect data external to your site. Note: This class does not cover workflows.

Audience Profile
This course is intended for Site Owners and administrators who need to know how to use SharePoint Designer 2010 to customize SharePoint 2010 and SharePoint Online / Office 365 sites. This class is also for the graphics designer who needs to know the right ways to change SharePoint without breaking SharePoint. And, this class is for developers who don’t want to “reinvent the wheel” and need to know when SharePoint Designer should be used and when Visual Studio should be used. This class is an excellent prerequisite for formal branding classes.

At Course Completion
After completing this course, students will be able to:

  • Choose the best tool to use for each type of customization (Designer? The Browser? InfoPath, Visual Studio?)
  • Use SharePoint Designer for site administration
  • Understand how HTML, CSS and JavaScript are used to deliver the SharePoint user interface
  • Know when to edit a web part, a page or a master page
  • Get started with branding a site
  • Use the Data View Web Part to create custom views and reports
  • Use the Content Editor Web Part to display formatted text and apply CSS and JavaScript to a page
  • Work with external data (Data View Web Part, RSS feeds, data from other SharePoint sites, BCS,

Prerequisites
Before attending this course, students must:

  • Have a strong background in SharePoint 2010 as both an end user and as a Site Owner or Site Collection Administrator
  • Know how to create subsites, create custom lists, add custom columns and create views
  • Have basic skills in HTML and CSS
  • A basic knowledge of JavaScript is helpful

Module 1: SharePoint Customization
This module provides an introduction to the topics covered in the class, defines the roles of customizers, defines the terminology used in the class and introduces the customization tools.

Lessons
Who is this class for?
Why Do You Customize?
Customization Options
Who Customizes?
What about your SharePoint Governance Plan?
SharePoint Customization Tools
SharePoint Architecture

Lab: Create the lab subsite
Explore the lab environment
Create a subsite for future labs and add sample lists, libraries and content
Explore items that may benefit from customization

Module 2: A Review of Browser Based Customization
This module explains how use the browser
based customization features and how to not “reinvent the wheel”.

Lessons
Browser Based Customization – Look and Feel
Title, Description and Icon
Site Theme
Navigation
Top Link Bar and Quick Launch Navigation
Links lists and other site navigation
The Content Editor Web Part

Lab: Browser Based Customization
This lab is a review and refresher on the built-in “browser based” customization points available in SharePoint.
Changing the site title and icon
Customizing the site’s navigation
Explore uses of the Content Editor Web Part

After completing this module, students will be able to:
Perform common browser based site customizations.

Module 3: SharePoint Designer Overview
This module introduces SharePoint Designer 2010 and explores its integration with SharePoint.

Lessons
Overview
Launching SharePoint Designer
Opening a Site from Site Actions or the Ribbon
Opening a Site from the Windows Start Button
Connecting to Remote Sites and Office 365
Possible Connection Errors
SharePoint Designer Navigation
Quick Access Toolbar
SharePoint Components and Structure
Rolling Back Changes
Keeping in Sync While Working in Both Designer and the Browser

Lab: Exploring SharePoint Designer
Launching SharePoint Designer
Opening Sites
Exploring the Ribbon and Panes
Editing a Page

After completing this module, students will be able to:
Launch SharePoint from Windows or a SharePoint Site.
Configure SharePoint Designer Options.
Navigate site content.
Edit a SharePoint page.

Module 4: SharePoint Administration
This module reviews the site administration features of SharePoint Designer. SharePoint Designer has become more than a page editor. Today you can do almost all of the site administration normally done in the browser from within SharePoint Designer.

Lessons
Creating lists and libraries and updating their settings
Uploading, managing and deleting library files and folders
Creation and Maintenance of subsites

Lab: Working with Lists and Libraries
Creating new lists and libraries
Working with list and library properties
Working with library content
Working with Content Types and Site Columns
Creating subsites

After completing this module, students will be able to use SharePoint Designer to:
Create new lists and libraries.
Work with list and library properties.
Work with library content.
Work with Content Types and Site Columns.
Create subsites.

Module 5: How SharePoint uses HTML, CSS and JavaScript
This module explains how SharePoint is built from HTML, CSS and JavaScript and how pages are built using Master Pages, content pages, ASP controls and SharePoint Controls. This module also introduces CSS and JavaScript customizations.

Lessons
How HTML is used in SharePoint
Master Pages vs. Content Pages
HTML vs. SharePoint and ASP.Net Controls
How JavaScript is used in SharePoint
SharePoint’s JavaScript Libraries
Adding Your Own Custom JavaScript
How CSS is used in SharePoint
Where to Store Your Custom CSS File
Exploring SharePoint CSS
Tools to Explore HTML and CSS
Examples of using CSS

Lab: HTML, CSS and JavaScript
Using SharePoint Designer’s HTML editor
Adding Custom CSS to a Master Page
Adding Custom JavaScript to a Content Page
Using Browser Developer Tools

After completing this module, students will be able to:
Explore and edit HTML using SharePoint Designer.

Module 6: How SharePoint Uses ASP.NET and SharePoint Controls
This module explains how SharePoint uses ASP and SharePoint controls to build navigation and general SharePoint Content.

Lessons
HTML Controls
ASP.NET Controls
SharePoint Controls

Lab: Using ASP.NET and SharePoint Controls
Using the ASP.NET AdRotator control
Using and styling the asp:Menu control
Using Sharepoint:SPSecurityTrimmedControl

After completing this module, students will be able to:
Add and configure common HTML controls.
Add and configure supported ASP.Net controls.
Add and configure SharePoint controls.

Module 7: Creating and Customizing Pages
This module explores how to create and use Wiki pages, Web Part pages and Publishing pages.

Lessons
SharePoint Pages
The Home Page
Securing Pages
Creating SharePoint Wiki Pages
Creating SharePoint Web Part Pages
Creating SharePoint Publishing Pages

Lab: Creating and Using SharePoint Pages
Creating SharePoint Wiki Pages
Creating SharePoint Web Part Pages
Creating SharePoint Publishing Pages

After completing this module, students will be able to:
Create SharePoint Wiki Pages.
Create SharePoint Web Part Pages.
Create SharePoint Publishing Pages.

Module 8: Content Editor Web Part
This module explains how to using the Content Editor Web Part to display text and to embed HTML, CSS and JavaScript.

Lessons
The Content Editor Web Part
Using a Content Editor Web Part for Formatted Text
Reusing a Content Editor Web Part
Using a Content Editor Web Part for HTML, CSS and JavaScript

Lab: The Content Editor Web Part
Adding and Reusing a Content Editor Web Part
Adding HTML, CSS and JavaScript using a Content Editor Web Part

After completing this module, students will be able to:
Create, use and reuse a Content Editor Web Part to display text and to embed HTML, CSS and JavaScript.

Module 9: Customizing SharePoint Navigation
This module explains how to customize SharePoint navigation, including Quick Launch and Tree View tricks.

Lessons
Navigation in SharePoint
Hide Content Based on User Permissions
The Quick Launch Area
Quick Launch Customization: Creating “Flyout” menus; Styling Quick Launch
Tree View Customization: Control what is displayed in the Tree View; Change the Site Content Link; Styling the Tree View; And more…
Creating a Static Menu That Looks Like a SharePoint Menu

Lab: Customizing SharePoint Navigation
Customizing Quick Launch
Customizing the Tree View

After completing this module, students will be able to:
Customize the display of Quick Launch.
Control what is displayed in a T
ree View.

Module 10: SharePoint Master Pages and an Introduction to Branding
This module explores the use of master pages in SharePoint sites and explains how to customize and create new master pages.

Lessons
Master Pages in SharePoint
Master Pages vs. Themes
Out of the Box Master Pages
Uploading and Using Master Pages
Master Page Placeholders
Starter Master Pages
What is Branding?
Creating a New Master Page from a Starter Master Page

Lab: Master Pages
Exploring Master Pages and Placeholders
Adding Content Pages
Switching Master Pages
Uploading and Applying Master Pages
Creating a New Master Page

After completing this module, students will be able to:
Select and apply a master page.
Upload master pages.
Create new master pages.

Module 11: Data View Web Part – Creating Custom Views
This module explains how to use SharePoint Designer Data View Web Parts to create views and reports of SharePoint data beyond what is possible with out of the box views.

Lessons
Data View Web Parts
Moving Beyond Basic List Views
Editing Data View Web Part XSLT

Lab: Data View Web Part Custom Views
Create a Data View to color highlight a task list
Create a Data View to group more than three levels
Create a Data View with custom XSLT
After completing this module, students will be able to:
Use Data View Web Parts to create custom views of SharePoint lists.

Module 12: Working with External Data
This module explains how to create Data View Web Parts to access data external to a SharePoint Site.

Lessons
Accessing External Data
SharePoint Designer Data Sources
Connecting to Lists in Another Site
Creating a Data View for a Custom External RSS Feed
Displaying Data from an XML File

Lab: Creating Data View Web Parts
Using Data Views for SharePoint Lists
Using Data Views for RSS Feeds
Using Data Views to Display XML Files

After completing this module, students will be able to:
Display data external to a SharePoint site by using a Data View Web Part.

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