Microsoft SharePoint 2010 FOR DUMME5' by Vanessa L. Williams WILEY. Wiley Publishing, Inc.

Transcription

1 Microsoft SharePoint 2010 FOR DUMME5' by Vanessa L. Williams WILEY Wiley Publishing, Inc.

2 Table of Contents» < ««# Introduction... 1 No, Really, What Is SharePoint? 2 Who Should Read This Book 4 How to Use This Book 4 Foolish Assumptions 4 How This Book Is Organized 5 Part I: Collaborating with Team Sites 5 Part II: Taking Your Team Site to the Next Level 6 Part III: Putting On Your Webmaster Hat 6 Part IV: Putting a Bow on It 6 Part V: Enterprise Services, Part VI: The Part of Tens 7 Icons Used in This Book 7 Where to Go from Here 7 6 Part h Collaborating With Team Sites 9 Chapter 1: Getting to Know Your Team Site 11 Requesting Your Team Site 11 Viewing Your Team Site in the Browser 13 Contributing to a Team Site 14 Uploading documents 15 Adding calendar items 16 Social networking 17 Customizing Your Team Site 19 Introducing the Ribbon 19 Modifying the home page Chapter 2: Sharing Your Documents 23 Defining Document Libraries 24 Getting Your Documents into a Library 24 Uploading a single document 25 Uploading multiple documents 25 Uploading documents with Windows Explorer 28 Uploading documents into a folder 30 20

3 Microsoft SharePoint 2010 For Dummies Working with Documents 32 Using the Edit menu 32 Editing a document's properties 33 Checking documents in and out 34 Sending a link to your document 37 Recovering Deleted Documents 38 Chapter 3: Working with Lists 41 Getting to Know SharePoint's Lists 42 Creating a new list 44 Using the Ribbon to manage lists 46 Entering Data in SharePoint Lists 47 Customizing List Forms 49 Taking Lists Offline 50 Chapter 4: Creating Custom Lists 53 Planning Your Custom List 54 Creating Custom Lists 54 Adding Columns to Your List 56 Getting to know column types 57 Validating data entry 60 Working with the Title Column 62 Importing a Spreadsheet as a List 63 Taking Your List to the Next Level: Calculated and Lookup Columns...65 Creating a calculated column 65 Using a lookup column 66 Chapter 5: Getting a New View 69 Viewing the View 69 Getting to Know Your View Formats 70 Creating a Standard View 71 Choosing columns for your view 73 Filtering lists with views 74 Grouping results 76 Allowing editing options 76 Choosing a display style 78 Managing List Data in a Datasheet View 79 Using Ad Hoc Views 81 Creating a Calendar View 81 Displaying Tasks in a Gantt View 82 Managing Existing Views 83 Modifying your views 83 Setting the default view 83 Other SharePoint built-in views 84 Displaying Views via Web Parts 84

4 Table of Contents Chapter 6: Subscribing to Feeds and Alerts 87 Viewing RSS Feeds 87 Reading Feeds with Outlook 89 Displaying RSS Feeds of Other Sites 90 Alert Me 92 Chapter 7: Yours, Mine, and Ours: Social Networking 97 Sharing and Tracking Using the Ribbon 98 Tagging for Yourself and Others 98 "My" Site and Other "My" Stuff 101 Using Your Tags and Notes Page 103 Information Sharing with Blogs and Wikis 104 Lone voice in the corporate wilderness? Creating a blog site 105 Posting to a blog 106 The whole is greater than the sum of its parts: Using wikis to collaborate and coauthor 107 Communicating with Discussion Boards 110 Creating a discussion board 110 Posting and replying to a subject Ill Viewing discussions 112 Part 11: Taking l/our Team Site to the Next LeiJet /15 Chapter 8: Configuring Libraries and Lists 117 Accessing List Settings : 118 Configuring the General Settings 120 Changing the title, description, and navigation 121 Versioning settings 122 Advanced settings 124 Validation settings 128 Rating settings 129 Audience Targeting settings 129 Metadata Navigation settings 129 Per-Location Views settings 130 Form settings 131 Permissions and Management Options 131 Permissions for This Document Library (or List) setting 132 Workflow settings 133 Chapter 9: Working with Web Pages 137 Understanding SharePoint Web Pages 137 Why wiki pages? 138 What about Web Part pages? 138 Choosing a Wiki Content page over a Web Part page or vice versa 139

5 «* XII Microsoft SharePoint 2010 For Dummies Creating a New Wiki Content Page 140 Finding and linking other Wiki Content pages 141 Categorizing your wiki pages 142 Creating a New Web Part Page 143 Chapter 10: Working with Web Parts 145 Adding a Web Part to Your Page 145 Choosing the Right Web Part 147 Changing Web Part Properties 150 Connecting Web Parts 152 Chapter 11: Finding Your Way around a Team Site 155 Navigating Your Team Site 155 Getting acquainted with the Ribbon 157 Going global with the Top Link bar 157 Using the Welcome menu 158 Tracking back with breadcrumbs 159 Getting specific with the search box 161 Getting help 162 Staying Local with the Quick Launch bar 162 Exploring Administrative Options 165 Site Actions 165 Site Settings 166 Chapter 12: Securing Your Team Site 169 Using SharePoint Groups 170 Securing Lists, Libraries, and Documents 175 Breaking inheritance 175 Viewing a group's permissions 178 Checking a user's permissions 179 Granting Administrative Access 180 Viewing permission assignments 180 Managing SharePoint Designer access 183 Chapter 13: Creating New Sites 185 Getting Acquainted with Templates 185 Understanding Site Hierarchy 188 Creating a New Site Creating Your Own Site Templates 194 Creating a template from an existing team site 194 Creating a template from a publishing site 196

6 Table of Contents «* * Kill Part 111: Putting On \lour Webmaster Hat 199 Chapter 14: Getting Started with Portals and Web Sites.201 Exploring SharePoint's Publishing Site 202 Creating and Editing Pages 204 Adding Content to Your Page 205 Adding content to your page 206 Changing the page's layout 207 Setting Page Layout Defaults 210 Changing the Master Page of a Site 213 Chapter 15: Approving Content for Publication 215 Deciding Whether to Use Content Approval or Approval Workflows 215 Choosing the Content Approval Option (Everything in Moderation) 216 Is It drafty In here? Turning on Content Approval 217 Identifying Approvers 218 Casting an approving eye 219 Disapproval: Not just for stern parents 220 Getting alerts on approval/rejection status 220 Configuring Approval Workflows 221 Approval workflow options 221 Setting up an Approval workflow 223 Initiating a workflow 225 Approving an item 227 Checking the status of an Approval workflow 229 Chapter 16: Creating Page Layouts with SharePoint Designer 231 Getting Inside a SharePoint Page Layout 232 Working with content placeholders 235 Page layouts and styles 237 The relationship between the page layout and a master page Making Decisions before You Start 238 Creating New Page Content Fields 239 Creating a site column for page content 240 Adding your publishing content site column to a content type used by page layouts 241 Adding your site column to the page layout 243 Creating a New Page Layout 245 Putting Containers and Controls In Your Layout 248 Using the Edit Mode Panel 250

7 Microsoft SharePoint 2010 For Dummies Chapter 17: Rolling Up Content to the Home Page 253 Publishing Web Parts 253 Rolling up content 254 Displaying a site's hierarchy 257 Creating custom displays with the Summary Link Web Part 258 Starting from Scratch 261 Chapter 18: Configuring Site Navigation 265 Configuring Dynamic Navigation 265 Configuring global navigation 266 Configuring current navigation 268 Configuring Static Navigation 269 Looking at Alternative Ways to Generate a Navigation Menu 272 Part IV: Puttinq a Sou? on It. 277 Chapter 19: Changing the Look and Feel of Your Site 279 The Look and Feel Section of Site Settings 280 Changing Your Site Icon 281 Changing the Theme of Your Site 283 A note on fonts 286 A word on usability 286 The benefits of themes 287 Creating a Custom Theme for SharePoint 2010 Using PowerPoint 288 Chapter 20: Branding Your SharePoint Site 291 Comparing Publishing and Collaboration Branding Options 292 Branding Parts and Pieces 293 CSS Primer 296 Anatomy of a CSS rule 297 CSS resources 298 The Style Library and the Master Page Gallery 299 Contents of the Style library 299 Viewing images used for predefined master pages 300 Master Pages and Page Layouts gallery 301 Uploading an Alternate Style Sheet 302 Custom Branding 304 Chapter 21: Managing Site Assets 307 Figuring Out What to Put Where 307 Using libraries to store content 309 Putting Web page content in default locations 310 Deploying content in folders or libraries 311

8 PerformancePoint Table of Contents Packaging Your Assets 311 Creating a solution in Visual Studio 312 Uploading and activating a solution 314 Collecting Statistics 315 Part V: Enterprise Services 317 Chapter 22: Content Types and Metadata 319 Understanding Intrinsic and Extrinsic Metadata 319 I Never Metadata I Didn't Like 320 Creating a term store 321 Importing a term set file 322 Adding a managed metadata column to a list or library 324 Getting Personal with Folksonomies 326 Understanding Content Types 328 Creating a new site content type 329 Associating a content type with a list or library 331 Publishing site content types 332 Using Columns 333 Creating a new site column 334 Reusing site columns 335 Chapter 23: Exploring Enterprise Search Tweaking Search Enabling search 338 Using the search center 339 Scoping out 342 Adding your own search results 344 Removing search results 345 Reviewing search analytics 347 Customizing the Search Box Web Part 347 Chapter 24: Business Intelligence in SharePoint 349 Calling All Data Wranglers 350 Business Intelligence Tools in the SharePoint Toolkit 351 The New Business Intelligence Center Site Template 354 Creating the site 354 Reviewing the site's pre-created content 355 Monitoring key performance with status lists and scorecards 356 Dashboards Services and Excel Services 357

9 Microsoft SharePoint 2010 For Dummies Part (/I: the Part of Tens 361 Chapter 25: Ten Governance Items 363 Failure Is Not an Option (Neither Is Looking Away and Whistling) 363 Get Executive Buy-In and Support 364 Build an Effective Governance Group 364 Find the Right Level 364 Yours, Mine, Ours: Decide Who Owns What 365 (Re)visit Social Networking Policies 365 Design and Branding 366 The Content Managementy Bits 366 Reuse Web Parts 367 Keep Things Current: Web Operations Management 367 Chapter 26: Ten Ways to Master SharePoint 369 Reading Developer Blogs 369 Finding Local User Groups 370 Building a Virtual Lab 370 Getting Information from the Horse's Mouth 371 Starting with a Good Foundation 372 Borrowing from Others 373 Getting Certified 373 Taking a Peek under the Covers 373 Digging Deeper under the Covers 374 Deconstructing a SharePoint Site 374 Index 375