SharePoint 2010 User's Guide - Learning Microsoft's Business Collaboration Platform

Title Page

Copyright Page

Contents at a Glance

Table of Contents

About the Authors

About the Technical Reviewer

Acknowledgments

Introduction

Who This Book Is For

How This Book Is Structured

CHAPTER 1 Introduction to SharePoint Technologies

What Is Microsoft SharePoint 2010?

Uncovering the Evolution of SharePoint

Exploring What’s New in SharePoint 2010

Understanding the Value of SharePoint 2010

Knowing the Building Blocks

CHAPTER 2 Sites

Understanding Sites

Understanding Site Layouts

Using Team Sites, Document Workspaces, and Group Work Sites

Team Site Template

Blank Site Template

Document Workspace Template

Group Work Site Template

Using Meeting Workspaces

Basic Meeting Workspace Template

Blank Meeting Workspace Template

Decision Meeting Workspace Template

Social Meeting Workspace Template

Multipage Meeting Workspace

Recurring Meeting Workspace

Using Blog Sites

Blog Site Template

Navigating Sites

Navigating Through Sites

Navigating Within Team Sites, Document Workspaces, and Group Work Sites

Navigating Within Meeting Workspaces

Navigating Within Blog Sites

Navigating Through Sites Using Mobile Devices

Using the Ribbon

Creating Sites

Creating Subsites

Creating a New Document Workspace from a Document in a Site

Creating Advanced Sites Using Office

Creating Meeting Workspaces with Outlook

Creating a New Document Workspace with Office

Managing Site Security

Managing SharePoint Groups

Creating SharePoint Groups

Editing SharePoint Groups

Deleting SharePoint Groups

Adding Users to SharePoint Groups

Removing Users from a SharePoint Group

Viewing SharePoint Group Permissions

Changing Permission Inheritance for a Site

Managing Permission Levels

Adding Permission Levels

Creating a New Permission Level as a Copy of an Existing Permission Level

Editing Existing Permission Levels

Deleting Existing Permission Levels

Managing Site Collection Administrators

Changing Site Details

Updating the Site Title, Description, URL, and Logo

Customizing Navigation Options

Configuring Tree View Options

Configuring Quick Launch Options

Customizing the Navigation Bar

Setting the Portal Site Connection

Updating Site Themes

Resetting Site Definitions

Configuring Regional Settings for a Site

Deleting Sites

Managing Site Templates

Creating Site Templates

Activating and Deactivating Site Templates

Editing Site Templates

Deleting Site Templates

Searching SharePoint Foundation Sites

Working with Search Results

Managing Site Search and Offline Availability

Using Usage Reports

Using Site Usage Reports

Viewing Site Usage Statistics

Using Site Collection Usage Statistics

Viewing Site Collection Usage Statistics

Viewing Site Hierarchy

Managing Site and Site Collection Features

Managing Site Features

Managing Site Collection Features

Using the Recycle Bin

Viewing Items in the Recycle Bin

Restoring Items from the Recycle Bin

Deleting Items from the Recycle Bin

Using SharePoint Designer for Site Management

Managing Help Information

CHAPTER 3 SharePoint Server 2010

Understanding SharePoint Server Portals

Publishing Portal

Publishing Portal Home Site

Press Release Site

Search Site

Enterprise Wiki

SharePoint Server Navigation Enhancements

Navigation Bar

Site Actions Menu

Quick Launch

Navigation Management

Using SharePoint Server Search

Performing Simple Searches

Performing Advanced Searches

Working with Search Results

Working with Search Scopes

Creating Search Scopes

Editing Search Scopes

Deleting Search Scopes

Using Search Keywords and Best Bets

Adding Search Keywords

Editing Search Keywords

Deleting Search Keywords

Setting Searchable Columns

Changing Search Settings

Managing Site Look and Feel

Defining the Welcome Page

Managing Page Layouts and Site Templates

Managing Master Pages and Style Sheets

SharePoint Server Site Templates

Visio Process Repository Template

Enterprise Wiki Template

Document Center Template

Records Center Template

Business Intelligence Center

Personalization Site Template

Enterprise Search Center

Basic Search Center Template

FAST Search Center Template

Publishing Site Template

Publishing Site with Workflow Template

Web Databases Templates

Managing Site Content and Structure

Managing Usage Reports and Auditing

Site Usage Reports

Site Summary Report

Traffic Reports

Inventory Reports

Site Collection Web Analytics Reports

Site Collection Summary Report

Traffic Reports

Search Reports

Inventory Reports

Site Collection Auditing

Working with Site and Site Collection Features

Site Features

Site Collection Features

Managing Content Variations

Variation Labels

Translatable Columns

Variation Logs

Using Managed Metadata

Term Store Administrators

Managing Term Sets

CHAPTER 4 List Concepts

Creating Lists

Working with Lists

Adding, Editing, and Deleting Items

Attachments

Filtering and Sorting the List

Using Views

Faster Data Manipulation Using the Datasheet

Folders

Versions

Managing Lists

General Settings

Title, Description, and Navigation

Versioning Settings

Advanced Settings

Validation Settings

SharePoint Server Settings

Content Approval

Security

Unique List Permissions

Item-Level Permissions

Managing Columns

Creating, Editing, and Deleting Columns

Column Order and Indexing

Single line of text

Multiple lines of text

Choice

Number

Currency

Date and Time

Lookup

Yes/No

Person or Group

Hyperlink or Picture

Calculated

External Data

Managed Metadata

Rating (0-5)

Audience Targeting

Managing Views

Standard and Datasheet Views

Calendar View

Gantt View

Starting From An Existing View

Creating a List Template

Deleting the List

Advanced List Concepts

Site Columns

Creating, Editing, and Deleting Site Columns

Adding Site Columns to Lists

Content Types

Creating Site Content Types

Managing Site Content Types

Managing List Content Types

RSS Feed Settings

Advanced Office Integration

Exporting SharePoint Lists to Excel

Excel External Tables

Creating Custom Lists Using Excel

Importing the Spreadsheet

Exporting Excel Tables to SharePoint

Advanced Datasheet Features

Using Lists Offline

Managing Lists with Access

CHAPTER 5 Lists

Using Communications Templates

Announcements

Incoming E-mail Capabilities

Contacts

Exporting Contacts

Connecting Contacts Lists with Outlook

Discussion Board

Using the Discussion Board

Incoming E-mail Capabilities

Circulations

Using Tracking Templates

Links

Changing the List Item Order

Calendar

Calendar Overlay

Group Calendars

Recurrence

Exporting Events

Connecting Calendar Lists with Outlook

Workspaces

Incoming E-mail Capabilities

Tasks

Summary Tasks

Connecting Task Lists with Outlook

E-mail Notification

Exporting to Visio

Project Tasks

Summary Tasks

E-mail Notification

Issue Tracking

E-mail Notification

Survey

Rating Scale

Branching and Separators

Responding to a Survey

Agenda

Using Custom Lists

Decisions

Objectives

Text Box

Things to Bring

External Lists

Additional Meeting Workspace List Concepts

Lists for Meetings in Series

Attendees

Managing the Attendees List

Using Additional Lists with SharePoint Server 2010

Status List

Data in a SharePoint List

Data in an Excel Workbook

Data in SQL Server Analysis Services

Manually Entered Information

Status List Views

Integrating Further with Office

CHAPTER 6 Libraries

Document Library

Creating Document Libraries

Working with Document Libraries

Adding Documents

Editing Documents

Filtering and Sorting Documents

Using Views and Explorer

Faster Data Manipulation Using the Datasheet

Folders

Versions

Document Workspaces

Copying Documents with Send To

Managing Document Libraries

General Settings

Validation Settings

SharePoint Server Settings

Document Template

Content Approval

Security

Managing Checked Out Files

Incoming E-mail Capabilities

Manage Copies

Managing Columns

Managing Views

Creating a Library Template

Deleting the Library

Form Library

Creating Form Libraries

Working with Form Libraries

Using Views

Adding Forms

Editing Forms

Other Library Usage

Managing Form Libraries

Form Templates

Managing Columns and Views

Other Library Management

Picture Library

Creating Picture Libraries

Working with Picture Libraries

Using Views

Filtering and Sorting Pictures

Adding Pictures

Editing Pictures

Download

Send To

Slide Show

Other Library Usage

Managing Picture Libraries

Managing Columns

Managing Views

Other Library Management

Wiki Page Library

Creating Wiki Page Libraries

Working with Wiki Page Libraries

Using Views and Navigating Pages

Editing Pages

Version Differences

Other Library Usage

Managing Wiki Page Libraries

Managing Columns

Managing Views

Other Library Management

Report Library

Data Connection Library

Slide Library

Creating Slide Libraries

Working with Slide Libraries

Publishing Slides

Editing Slides

Creating a Presentation

Linked Slides

Other Library Usage

Managing Slide Libraries

Managing Columns

Other Library Management

Asset Library

Creating Asset Libraries

Working with Asset Libraries

Using Views

Other Library Usage

Managing Asset Libraries

Managing Columns

Other Library Management

Advanced Library Concepts

Document Sets

Metadata Columns

Versioning

The Document ID Service

Advanced Office Integration

Open and Save As Integration

Shared Workspace and Document Management Task Panes

Accessing Offline Documents by Connecting Libraries with Outlook

Creating Form Libraries Using InfoPath Form Publishing

Additional Advanced Office Integration

CHAPTER 7 Workflow, Records, and Policies

Workflow

Workflow Lists

Creating a Workflow

Using a Workflow

Managing Workflows

Workflow Settings

Workflow Reports

Removing Workflows

SharePoint Server 2010 Workflows

Approval Workflow

Collect Feedback Workflow

Collect Signatures Workflow

Disposition Approval Workflow

Workflow with SharePoint Designer

Records Management

Record Declaration Settings

Using Records

Information Management Policies

Policy Features

Labels and Barcodes

Auditing

Retention

Site Collection Policy

Creating a Site Collection Policy

Exporting and Importing Policies

Deleting Policies

Site Content Type Policy

Managing a Site Content Type Policy

List and Library Policies

Managing a List/Library Content Type Policy

Managing List/Library Retention Policy

Policy Exemptions and Compliance Details

Policy Columns in Views

File Plan Reports

CHAPTER 8 Pages and Web Parts

Pages

Web Part Pages

Creating Web Part Pages

Viewing Web Part Pages

Editing Web Part Pages

Publishing Pages

Creating Publishing Pages

Editing and Managing Publishing Pages

Creating Pages

Editing and Managing Pages

Web Parts

Adding Web Parts to Pages

Managing Web Parts on Pages

Organizing the Page

Editing Web Part Properties

Web Part Connections

Exporting and Importing Web Parts

Standard Categories and Web Parts

SharePoint Server 2010 Web Parts

Further Customization

CHAPTER 9 Personalization Features

Alerts

Subscribing to an Alert

List and Library Alerts

Document and List Item Alerts

Search Alerts

Receiving an Alert

Managing Your Alerts

Adding Alerts

Editing Alerts

Deleting Alerts

Removing Alerts for Other Users

My Site

My Newsfeed Page

My Content Page

My Profile Page

Managing Colleagues and Team Members

Managing Your Profile

Tags and Notes

Personalization Sites

Personalizing Content

Targeting Web Parts

Filtering Content

Integration with My Site

Logon Management

Signing Out of the Portal

Signing In as a Different User

CHAPTER 10 Enterprise Office Services

Excel Services

Publishing to Excel Services

Using Content Published through Excel Services

Accessing Excel Services–Published Content from the Document’s Context Menu

Accessing Excel Services–Published Content using the Excel Web Access Web Part

Form Services

Creating and Submitting a New Form from a Form Library

Submitting a New Form Using the InfoPath Form Web Part

Visio Services

Publishing to Visio Services

Accessing Visio Services Published Content from the Document’s Context Menu

Accessing Visio Services Published Content using the Visio Web Access Web Part

CHAPTER 11 Document Management Solutions

Document Management Overview

Document Creation

Document Retention

Document Consumption

Document Update and Expiration

Challenges of Document Management

Needs for Document Management

SharePoint Document Management Solutions

RFP Response Requirements

SharePoint Solution Components

RFP Response Process Definition

SharePoint Environment Layout

Create and Configure the Resources Site

Creating and Configuring the Presentation Materials Site

Creating and Configuring the Sales Site

Creating and Configuring the RFP Responses Site

RFP Response Process Walk-Through

Benefits of SharePoint Document Management Solutions

Tips for Creating Effective Document Management Solutions

CHAPTER 12 Project Collaboration Solutions

Project Collaboration Overview

Challenges of Project Collaboration

Needs for Project Collaboration

SharePoint Project Collaboration Solutions

Service Plan Offering Development Project Requirements

Project Process Definition

Configuring the SharePoint Environment Layout

Create and Configure the Projects Site

Creating and Configuring the Project Template Site

Service Plan Project Process Walk-Through

Benefits of SharePoint Project Collaboration Solutions

Tips for Creating Effective Project Collaboration Solutions

CHAPTER 13 Dashboards and Reporting Solutions

Dashboards and Reporting Overview

Challenges of Reporting

Needs for Reporting

SharePoint Dashboard and Reporting Solutions

Sales Dashboard Requirements

SharePoint Solution Components

Dashboard Process Definition

SharePoint Environment Layout

Create and Configure the Sales Dashboard Site

Sales Dashboard Processes Walk-Through

Updating Sales Quota Information

Managing Quarterly Sales Projections

Benefits of SharePoint Dashboard and Reporting Solutions

Tips for Creating Effective Dashboard and Reporting Solutions

Index