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How to: Customize an Application with SharePoint Designer 2007

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Microsoft Office SharePoint Designer 2007 provides you with professional quality design tools to create applications for the Microsoft Windows SharePoint Services 3.0 platform, including Microsoft Office Live Small Business applications. Because Office Live Small Business applications and workspaces are built upon Windows SharePoint Services 3.0, SharePoint Designer 2007 can also be used to customize these applications. Some customizations of Office Live Small Business applications and workspaces, such as configuring workflows, are available only through SharePoint Designer 2007, though some customizations do not work on Office Live Small Business applications. For more information, see About Customizing with SharePoint Designer 2007.

To customize an application or workspace in Office SharePoint Designer

  1. In Office SharePoint Designer 2007, on the File menu, click Open Site.

  2. Type the URL that appears in the address bar of your browser when you are in an application or workspace. For example, let's say you want to edit a page in your domain contoso.com. If the Office Live Small Business subscription associated with this domain started as a Microsoft Office Live beta subscription, your URL is in this format: https://contoso.officelive.com. If this subscription started as an Office Live Small Business subscription, your URL is in this format: https://contosocom.officelive.com.

  3. When prompted, provide your Windows Live ID credentials.

    Note

    If you aren't prompted to provide credentials, do one of the following, depending on which version of Microsoft Windows your computer is running:

    • Microsoft Windows XP
      1. In Control Panel, open User Accounts.
      2. In the User Accounts dialog box, click the Advanced tab, and then click Manage Passwords.
      3. In the Stored User Names and Passwords dialog box, select any item with (Passport) in its title, click Remove, and then click OK.
      4. Repeat as necessary to remove all items with (Passport) in their titles.
      5. Click Close, and then click OK.
    • Microsoft Windows Server 2003:
      1. Click Start, click Control Panel, and then click Stored User Names and Passwords.
      2. Click any item with (Passport) in its title, click Remove, and then click OK.
      3. Repeat this step as necessary to remove all items with (Passport) in their titles.

  4. Open the application or workspace that you want to customize. You have a number of customization options, including:

    • Create lists and libraries
      1. On the File menu, click New, and then click SharePoint Content. The New dialog box opens.
      2. On the SharePoint Content tab, click the category of content you want to add. The center pane displays the types of content available in the category you selected.
      3. In the center pane, click the item that you want to add.
      4. Under Options, type the name for the new content, and then click OK. A new folder containing forms for working with content is added to the folder list on your workspace.
    • Add Web Parts
      1. On the Task panes menu, click Web Parts.
      2. On the Web Parts task pane, locate the Web Part that you want to insert by doing one of the following:
        • Select the Web Part you want to add. Next appears at the bottom of the list when there are more selections than will fit in one pane.
        • To browse the Web Parts in another gallery, click a gallery in the Browse list.
        • To filter the items displayed in the list, click the Filter icon and then select the item you want to sort by.
      3. Drag the Web Part to the location where you want it on the page.
    • Create list views

      1. On the File menu, point to New, and then click Page.

      2. Click List View pages.

      3. In the center pane, select one of the following wizards:

        • To create a new view for a library in the workspace, click Document library view page wizard.
        • To create a new view for a list in the workspace, click List view page wizard .

      4. When the wizard opens, select the list or library that you want to add the new view to, type a name for the view, and then click OK.

        The new view is added to the Folder list, and will be available in your Office Live Small Business workspace.