SPD2013: SharePoint Designer 2013 for Power Users

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About this Course

In this 3-day instructor led course, students will learn how to use SharePoint Designer effectively in all of its roles with SharePoint 2013. Students will learn the ins and outs of SharePoint Designer 2013 as a tool to create and manipulate SharePoint Lists, Libraries, Content Types, Pages, Web Parts, External Content Types, Workflows and more.

Audience Profile

SharePoint 2013 Power Users who are given access to SharePoint Designer 2013.

At Course Completion

At the end of this course, students will be able to:

  • Connect to SharePoint using SharePoint Designer 2013
  • Create and configure SharePoint Artifacts using SharePoint Designer 2013
  • Plan, create, configure and deploy SharePoint Designer 2010 Custom Workflows
  • Create and configure External Content Types using SharePoint Designer 2013

Outline

1. SharePoint 2013 Overview

  • The Farm
  • SharePoint 2013 Web Applications
  • SharePoint 2013 Site Collections
  • SharePoint 2013 Sites
  • SharePoint 2013 Lists
  • SharePoint 2013 Libraries

2. SharePoint Designer 2013 the Tool

  • Installing SharePoint Designer 2013
  • The User Interface
  • Connecting to SharePoint
  • The Ribbon
  • Settings Pages
  • Code View

Lab – Students will install & configure SharePoint Designer 2013. They will then review the lab environment and connect toan existing Team Site and an Existing Publishing Portal and comparing the differences. Reviewing the Settings pages and user interfaces.
3. Creating SharePoint Artifacts

  • Lists
  • Libraries
  • Sites
  • Pages
  • Web Parts
  • Connecting Web Parts

Lab – Students will create a new sites and then populate it with Lists, Libraries and Pages. Students will connect web parts in order to deliver a rich user experience. Students will use code snippets to create custom pages that leverage JQuery, XSLT and JSLink. (Students will not write any code, snippets will be provided).
4. SharePoint Designer 2010 Workflows

  • Conditions
  • Actions
  • Associations
  • Variables
  • Initiations
  • Site Workflows
  • Reusable Workflows
  • Globally Reusable Workflows

Lab A – Students will create, deploy and test a simple SharePoint 2010 custom workflow at the List / Library level.

Lab B – Students will create and deploy a reusable SharePoint 2010 custom workflow.

Lab C – Students will create and deploy a Globally reusable SharePoint 2010 custom workflow.

Lab D – Students will review business requirements and then go through the entire process of planning, designing, building and implementing an entire solution using SharePoint Designer 2010 custom workflow to create solutions to meet business requirements.
5. SharePoint Designer 2013 Workflows

  • Workflow Manager
  • Stages
  • Visual Designer
  • Click and Drag
  • Copy and Paste
  • Loops
  • Call Web Service Action
  • Start Workflow Actions
  • Packaging
  • Dictionary Type Variables

Lab A – Students will create, deploy and test a simple SharePoint 2013 custom workflow at the List / Library level.

Lab B – Students will create and deploy a reusable SharePoint 2013 custom workflow.

Lab C – Students will create and deploy a Globally reusable SharePoint 2013 custom workflow.

Lab D – Students will review business requirements and then go through the entire process of planning, designing, building and implementing an entire solution using SharePoint Designer 2013 custom Workflow to create solutions to meet business requirements.
6. External Content Types

  • Types of External Content Types
  • Setting up the Connection
  • Creating the Operations
  • Parameters
  • Filters
  • Creating External Lists

Lab A – Students will learn how to create a connections to external systems and bring the Line of Business Data to SharePoint using SharePoint 2013 to set up the connections and create the allowed operations on the external systems using the SharePoint User Interface. Students will use several of the Web Parts in the Business Data Category to create interactive solutions.

Lab B – Students will create External Content Types that are mapped to an Office Contact Object.

Prerequisites

Students should be effective Site Collections Administrators in SharePoint 2013. They should also have basic HTML and CSS skills.

The course prerequisites can be met by having knowledge equivalent to, or by attending the following courses:

55033 SharePoint 2013 Site Collection and Site Administration

WEB240 HTML, XHTML and CSS In-Depth Web Development Training