Course Description
Overview:
Microsoft® SharePoint® Designer 2013 provides a code-free
environment to access data types and build custom SharePoint applications. It allows
rapid development of SharePoint workflows to meet a company's specific needs. Before
SharePoint Designer, most custom SharePoint applications were created with
Microsoft® Visual Basic®. SharePoint Designer simplifies the
process with a no-code interface that can be integrated with Microsoft®
Visio® 2013 to easily manipulate workflow shapes. In this course, you will
create and publish custom SharePoint workflows without code using SharePoint Designer
2013.
Course Objectives:
In this course, you will integrate data sources, customize data types, and author
workflows in SharePoint Designer 2013 to model structured business processes without
code.
You will:
- Describe SharePoint Designer 2013 and its features, benefits, and support
options.
- Customize and configure content types to ensure data consistency across lists and
libraries.
- Access and modify data sources from a SharePoint site.
- Create a workflow with SharePoint Designer 2013 and the SharePoint 2013 Workflow
platform.
- Develop workflows in Visio 2013 and SharePoint Designer 2013.
- Package and deploy workflow using SharePoint Designer 2013 and SharePoint Server
2013.
Target Student:
This course is designed for advanced Microsoft SharePoint site owners and administrators
who want to integrate data sources, customize content types, and automate common tasks
using workflows.
Prerequisites:
To ensure your success in this course, you should be a site owner and/or administrator
of Microsoft SharePoint 2007, 2010, or 2013. You should have experience with designing
and maintaining a SharePoint site. The Microsoft® SharePoint®
Foundation 2013: Site Administrator course is helpful, but not required. You can
obtain this level of skill and knowledge by taking the following Logical Operations
course:
-
Microsoft® SharePoint® Foundation 2013: Site
Owner
Course-specific Technical Requirements
Hardware
For this course, you will need one computer for each student and one for the instructor.
Each
student computer will need the following minimum hardware configurations:
- 1.3 GHz or faster processor
- 512 MB or RAM minimum (1 GB recommended)
- 1.85 GB of available hard-disk space
- 1024 X 768 screen resolution or higher
- DVD-ROM drive (if installing from physical disc)
- Network cards and cabling for local network access
- Internet access (contact your local network administrator)
- Printer (optional) or an installed printer driver
The instructor computer will host SharePoint Server and requires the following minimum
hardware configurations:
- 64-bit, 4-core processor
- 8 GB RAM
- 80 GB available hard disk space
- DVD-ROM drive (if installing from physical disc)
- Keyboard and mouse (or other pointing device)
- 1024 x 768 resolution monitor recommended
- Network cards and cabling for local network access
- Internet access (contact your local network administrator)
- Printer (optional) or an installed printer driver
- Projection system to display the instructor's computer screen
Software
Each student computer will need the following software:
- Microsoft® Windows® 8, 64 bit (includes Internet
Explorer 10)
- Microsoft® SharePoint® Designer 2013, 64-bit
- Microsoft® Visio® Professional 2013, 64-bit
The instructor computer will need the following software:
- Microsoft® Windows Server® 2012 (includes Internet
Explorer 10)
- Microsoft® SharePoint® Server 2013 (single server with
a built-in database installation)
- Microsoft® SQL Server® 2008 Express R2 RTM, 64-bit
(new instance required for data source connections)
- Microsoft® Workflow Manager 1.0 (server installation that is not
part of a SharePoint 2013 farm and uses HTTP communication)
- Microsoft® SharePoint® Designer 2013, 64-bit
- Microsoft® Visio® Professional 2013, 64-bit
Course Content
Lesson 1: Getting Started with SharePoint Designer 2013
Topic A: Introduction to SharePoint Designer
Topic B: Get Help and Support for SharePoint Designer
Lesson 2: Customizing and Implementing Content Types
Topic A: Customize Content Types
Topic B: Implement Custom Content Types
Lesson 3: Integrating Data Sources Using SharePoint Designer
Topic A: Access Data Sources
Topic B: Modify a Data Source in Data View
Lesson 4: Creating Workflows with the Workflow Platform
Topic A: Implement the Workflow Platform
Topic B: Design a Workflow
Lesson 5: Creating Workflows with SharePoint Designer and Visio
Topic A: Design Workflows with Visio 2013
Topic B: Transfer a Visio Workflow Design to SharePoint Designer
Topic C: Publish a Visio Workflow Design Using SharePoint Designer
Lesson 6: Packaging and Deploying Workflows
Topic A: Package Workflows
Topic B: Deploy Workflow Packages