Using SharePoint Designer in the Real World - Connections Amsterdam 2011


Published on

"My IT department says we are not allowed to use SharePoint Designer." This phrase is fairly common when the topic of SharePoint Designer comes up in a training, conference setting or a consulting engagement. IT departments have concerns around deploying SharePoint Designer to end users. This session provides real world use cases and guidance that covers when it is safe to let your site administrators use SharePoint Designer 2010 (and also when it's not safe). In addition, we will discuss the different level of privileges that should be granted to different groups of people in your organization.

Published in: Technology
  • Be the first to comment

  • Be the first to like this

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide
  • 02 - Intruducing SharePoint Designer 2010 v0.1 © 2010 Critical Path Training, LLC - All Rights Reserved
  • SharePoint Connections Updates will be available at _06/SharePoint_Connections
  • 02 - Introduction to SharePoint Designer 2010 v1.3 © 2010 Critical Path Training, LLC - All Rights Reserved 02-
  • SharePoint Connections Updates will be available at
  • Using SharePoint Designer in the Real World - Connections Amsterdam 2011

    1. 2. Asif Rehmani SharePoint MVP, MCT Using SharePoint Designer 2010 in the ‘Real World’ @asifrehmani
    2. 4. Facts <ul><li>Each video is fully narrated by SharePoint experts </li></ul><ul><li>Video length – average of 10 - 15 mins each </li></ul><ul><ul><li>Full of demonstration, minimal or no PowerPoint </li></ul></ul>Topics Covered <ul><ul><li>End User SharePoint functionality </li></ul></ul><ul><ul><li>Site Owner and Site Collection Administration </li></ul></ul><ul><ul><li>InfoPath </li></ul></ul><ul><ul><li>SharePoint Designer </li></ul></ul><ul><ul><li>Business Connectivity Services </li></ul></ul><ul><ul><li>Reporting Services </li></ul></ul><ul><ul><li>Workflows </li></ul></ul><ul><ul><li>Branding </li></ul></ul><ul><ul><li>Access and Access Services </li></ul></ul><ul><ul><li>Project Management </li></ul></ul>
    3. 5. Videos such as… <ul><li>Installing SharePoint Server 2010 </li></ul><ul><li>Customizing Site Navigation </li></ul><ul><li>Exporting List and Site Templates to other Site Collections </li></ul><ul><li>Use Chart Web Part to visualize data from Excel Spreadsheets </li></ul><ul><li>Creating External Content Types </li></ul><ul><li>Creating List, Reusable and Site Workflows </li></ul><ul><li>Report on Database data using Data View web part </li></ul><ul><li>And a whole lot more… </li></ul>
    4. 7. Who am I? [email_address] <ul><li>Microsoft Office SharePoint Server MVP, MCT </li></ul><ul><li>Principal contributor at </li></ul><ul><ul><li>Videos on SharePoint, SharePoint Designer and InfoPath </li></ul></ul><ul><li>SharePoint 2010 Training </li></ul><ul><li>Co-Author of the books Professional SharePoint Designer 2007, SharePoint Designer 2010 and more. </li></ul><ul><li>Speaker at various conferences </li></ul><ul><ul><li>TechEd, MS SharePoint Conference, SharePoint Connections, Best Practices Conference etc. </li></ul></ul>Current Video Count: 331
    5. 8. What to Expect during this presentation? <ul><li>250 level presentation </li></ul><ul><li>Demos and Best Practice guidance on each of the areas </li></ul><ul><li>Giveaways of video tutorial DVD and 16GB USB Flash drive at the end </li></ul>
    6. 9. Assumption of the audience today <ul><li>Folks who want to learn more about SharePoint Designer (SPD) </li></ul><ul><li>Developers and IT Professionals who are wondering if they should be using SPD themselves </li></ul><ul><li>IT Administrators who have allowed some form of SPD usage in their organization and are wondering what kind of problems can possibly occur </li></ul><ul><li>IT Administrators who are not fans of SPD and would rather eat mud than let their users use SPD in their pristine environment </li></ul>
    7. 10. Options for Customizing SharePoint 2010 <ul><li>Designers </li></ul><ul><li>Site Admins </li></ul><ul><li>Developers </li></ul><ul><li>IT Professionals </li></ul><ul><li>Developers </li></ul><ul><li>Contributors </li></ul><ul><li>Designers </li></ul><ul><li>Site Admins </li></ul><ul><li>IT Professionals </li></ul>Browser
    8. 11. What is SharePoint Designer? <ul><li>In Experienced Hands </li></ul>
    9. 12. Evolution of SharePoint Designer
    10. 13. Capabilities of SharePoint Designer 2010
    11. 14. The drawbacks of not using SharePoint Designer <ul><li>Simple maintenance of objects (page content modification, lists, libraries, metadata, security etc) take much longer than they should </li></ul><ul><li>Non-developers are limited to browser based modifications OR getting a third party product </li></ul><ul><li>Solutions have to be built the hard way (code-based). For example: Workflows, External Content Types, Data View Web Parts </li></ul><ul><li>Bottom line: The total Return on Investment (ROI) for SharePoint is not being realized! </li></ul>
    12. 15. <ul><li>Who should be able to use SharePoint Designer? </li></ul>X
    13. 16. Should you give it to the End Users? <ul><li>Readers </li></ul><ul><li>Members </li></ul>Readers and Members have no need for SPD
    14. 17. Restricting SharePoint Designer <ul><li>Revoke permissions as needed from Site Owners and Designers </li></ul>
    15. 18. Organizational Structure <ul><li>The birth of Citizen Developers </li></ul>
    16. 19. Activities your users currently perform directly in Production <ul><li>As a Subsite Owner </li></ul><ul><ul><li>Create Lists and Libraries? </li></ul></ul><ul><ul><ul><li>Manage Metadata? Create new Views? </li></ul></ul></ul><ul><ul><li>Manage subsite security? </li></ul></ul><ul><ul><li>Manage Site Columns and Content Types? </li></ul></ul><ul><ul><li>Create Workflows? </li></ul></ul>
    17. 20. <ul><li>It is OK to use SharePoint Designer directly in Production* </li></ul>
    18. 21. Some components can be made on test sites and then brought over <ul><li>Reusable Workflows </li></ul><ul><li>Data View web parts </li></ul>
    19. 22. DEMO
    20. 23. Call to Action <ul><li>Watch the free videos at </li></ul><ul><li>Get access to the completely pre-built SharePoint environment with the Demos - </li></ul><ul><li>Connect with us: </li></ul><ul><ul><li>Sign up for bi-monthly newsletter at our site </li></ul></ul><ul><ul><li>Twitter id: asifrehmani </li></ul></ul><ul><li>Please fill out the survey! </li></ul>