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Upgrading to SharePoint Designer 2010

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Course description+

We’ve created a comprehensive, customizable training program for Upgrading to SharePoint Designer 2010 that will help you teach participants all about the new features of SharePoint Designer 2010.

With PowerPoint slides, an instructor’s guide, exercise workbook, sample files, and more, you’ll be ready to start training as soon as you purchase this Upgrading to SharePoint Designer 2010 courseware and training materials.

Section One begins with basic information on what SharePoint Designer and Server are. Students will also learn how to open and close sites with SharePoint
Designer, and navigate through them. Then, the new features of the application and the interface are covered. To wrap up the section, students will learn
how to customize the ribbon interface and the Quick Access toolbar.

Section Two covers summary pages, gallery pages, lists, libraries, site columns, and data views.

Section Three is all about workflows. Various types of workflows, as well as workflow management tools and error checking techniques, are covered.

Section Four continues the exploration of workflows with a look at how to use SharePoint Designer 2010 with Visio 2010 to create and manage workflows.

Course outline+



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


What you get+

Instructor Guide

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Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.

Exercise Workbook

Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.

Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes in two pages the most important elements in each courseware title.

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