Contents at a Glance COPYRIGHTED MATERIAL. Introduction... 1 Part I: Getting Started with SharePoint

Transcription

1 Contents at a Glance Introduction... 1 Part I: Getting Started with SharePoint Chapter 1: Getting to Know SharePoint Chapter 2: Introducing SharePoint Online...23 Chapter 3: Wrangling SharePoint Functionality...31 Part II: Diving Headfirst into SharePoint Chapter 4: Getting to Know the Team Site...39 Chapter 5: Working with Web Pages...51 Chapter 6: Working with Web Parts...61 Chapter 7: Getting Familiar with Apps...73 Chapter 8: Creating a Custom App...89 Chapter 9: Viewing Data in Your Apps Part III: Becoming a SharePoint Administrator Chapter 10: Getting Familiar with Site Settings Chapter 11: Configuring Site Navigation Chapter 12: Understanding SharePoint Features Chapter 13: Changing the Look and Feel of Your Site Chapter 14: Securing Your SharePoint Site Part IV: Getting Social and Going Mobile Chapter 15: Taking Control of Your Personal Profile and Content Chapter 16: Getting Social Chapter 17: Taking SharePoint Mobile COPYRIGHTED MATERIAL Part V: Managing Enterprise Content Chapter 18: Sharing and Approving Content Chapter 19: Finding What You Need with Search Chapter 20: Archiving Documents and Records Chapter 21: Gaining Total Control with Workflow...285

2 Part VI: Office 365 and SharePoint Online Chapter 22: Creating a Public Website in SharePoint Online Chapter 23: Creating a Client Portal in SharePoint Online Part VII: The Part of Tens Chapter 24: Ten Hot SharePoint 2013 Topics on the Microsoft TechNet Website Chapter 25: Ten Ways to Maintain Control with Governance Chapter 26: Ten Ways to Become a SharePoint Guru Index

3 Table of Contents Introduction... 1 Who Should Read This Book...2 How to Use This Book...2 Foolish Assumptions...3 How This Book Is Organized...3 Part I: Getting Started with SharePoint Part II: Diving Headfirst into SharePoint Part III: Becoming a SharePoint Administrator...4 Part IV: Getting Social and Going Mobile...4 Part V: Managing Enterprise Content...4 Part VI: Office 365 and SharePoint Online...5 Part VII: The Part of Tens...5 Icons Used in This Book...5 Where to Go from Here...6 Part I: Getting Started with SharePoint Chapter 1: Getting to Know SharePoint Wrapping Your Head around SharePoint...9 No, really, what is SharePoint?...10 A Microsoft product...11 Many different SharePoint definitions...12 More than a website...14 Getting Familiar with SharePoint Building Blocks...15 Taking a Peek at a SharePoint Site...16 Getting Familiar with SharePoint Terminology...17 Branding...18 Business Connectivity Services...18 Business intelligence...18 ediscovery...19 Identity management...19 Mobile...20 Records management and compliance...20 Search...21 Social...21 Web content management...22

4 x Microsoft SharePoint 2013 For Dummies Chapter 2: Introducing SharePoint Online Getting Familiar with SharePoint Online...24 Understanding Why SharePoint Online Has Become So Popular...25 Differences between SharePoint Online and SharePoint On Premise...26 Exploring the Benefits of SharePoint Online...26 Data center and hardware...27 Software platform...28 Backup, redundancy, and security...29 Chapter 3: Wrangling SharePoint Functionality Coming to Terms with Website Templates...31 Show Me the Apps...33 Working with Web Pages...33 Wiki page...34 Web Part page...34 Publishing page...34 Understanding Web Parts...34 Digging into SharePoint Features...35 SharePoint Tools...36 Integrating with Office Part II: Diving Headfirst into SharePoint Chapter 4: Getting to Know the Team Site Creating a SharePoint Site...39 Requesting a SharePoint Site...41 Viewing Your Team Site in the Browser...43 Accessing Team Sites in Office Introducing the SharePoint Team Site...46 Uploading documents...47 Sharing your site...48 Getting organized...48 Changing the look and logo of your site...49 Staying in sync and collaborating...50 Chapter 5: Working with Web Pages Introducing the Ribbon...51 Understanding SharePoint Web Pages...52 Choosing a wiki page...52 Choosing a Web Part page...53 Choosing a Wiki Content page over a Web Part page or vice versa...53

5 Table of Contents xi Creating a New Wiki Content Page...55 Adding media...56 Managing wiki pages...58 Categorizing your wiki pages...59 Creating a New Web Part Page...60 Chapter 6: Working with Web Parts Adding a Web Part to Your Page...61 Choosing the Right Web Part...63 Changing Web Part Properties...67 Reviewing Web Part properties...67 Editing Web Part properties...68 Deleting or minimizing Web Parts...69 Connecting Web Parts...69 Chapter 7: Getting Familiar with Apps Introducing SharePoint Apps...73 Adding Apps to Your Site...74 Accessing App Settings...76 Configuring the General Settings...78 Changing the title, description, and navigation...79 Versioning settings...79 Advanced settings...82 Validation settings...86 Rating settings...87 Audience Targeting settings...87 Form settings...87 Chapter 8: Creating a Custom App Planning Your Custom App...89 Creating a Custom App...90 Adding Columns to Your App...91 Getting to know column types...94 Validating data entry...96 Working with the Title Column...98 Importing a Spreadsheet as an App Taking Your App to the Next Level: Calculated and Lookup Columns Creating a calculated column Using a lookup column Downloading Apps from the SharePoint Store Chapter 9: Viewing Data in Your Apps Viewing the View Getting to Know Your View Formats...109

6 xii Microsoft SharePoint 2013 For Dummies Creating a Standard View Choosing columns for your view Filtering apps with views Grouping results Quickly edit app data with Quick Edit Choosing a display style Managing App Data in a Datasheet View Using Ad Hoc Views Creating a Calendar View Displaying Tasks in a Gantt View Managing Existing Views Modifying your views Setting the default view Other SharePoint built-in views Displaying Views via Web Parts Part III: Becoming a SharePoint Administrator Chapter 10: Getting Familiar with Site Settings Finding Site Settings Digging into Site Settings Users and Permissions Web Designer Galleries Site Administration Search Look and Feel Site Actions Site Collection Administration Chapter 11: Configuring Site Navigation Understanding How to Configure SharePoint Navigation Configuring SharePoint Navigation Configuring global navigation Configuring current navigation Configuring Static Navigation Navigation Using Web Parts Understanding Managed Navigation Chapter 12: Understanding SharePoint Features Getting a High-Level View of SharePoint Features Turning On and Off Features Exploring Common Features Extending SharePoint with Features...152

7 Table of Contents xiii Chapter 13: Changing the Look and Feel of Your Site The Look and Feel Section of Site Settings Changing Your Site Icon Changing the Look of Your Site A note on fonts A word on usability The benefits of composed looks Changing Team Site Navigation Going global with the top link bar Staying local with Quick Launch Chapter 14: Securing Your SharePoint Site Using SharePoint Groups Adding users to a group Understanding the permission structure Securing a site collection Securing Apps, Folders, Documents, and Items Creating unique permissions for a subsite Removing existing permissions Creating unique permissions for an app or document Managing permissions scenarios Viewing a group s permissions Checking a user s permissions Granting Administrative Access Viewing Site Permissions Managing SharePoint Designer Access Part IV: Getting Social and Going Mobile Chapter 15: Taking Control of Your Personal Profile and Content Finding Your My Site Hubs and Profile Aggregating SharePoint Activity with Your Newsfeed Saving Stuff with SkyDrive Adding documents to your SkyDrive Following a document from another site Tracking Your Favorite Sites Reaching Out with a Blog Expressing Yourself with Your Profile Creating a holistic profile experience Filling in your profile information...196

8 xiv Microsoft SharePoint 2013 For Dummies Chapter 16: Getting Social Sharing and Tracking Using the Ribbon Tagging for Yourself and Others Information Sharing with Blogs and Wikis Creating a blog site Posting to a blog Using wikis to collaborate and coauthor Communicating with Discussion Boards Creating a Discussion Board app Posting and replying to a subject Connecting with Others Using Feeds, Microblogs, and RSS Staying connected with feeds and microblogs Viewing RSS feeds Reading RSS feeds with Outlook Displaying RSS feeds of other sites Alert Me Staying in Sync with Lync Chapter 17: Taking SharePoint Mobile Viewing SharePoint on a Mobile Device Creating Views for Small Screens Targeting Devices Using Channels Pushing Content to a Windows Phone Keeping Track of Locations Viewing Office Documents on Your Phone or Tablet Part V: Managing Enterprise Content Chapter 18: Sharing and Approving Content Sharing Your Documents Getting Your Documents into an App Uploading a single document Uploading multiple documents Uploading documents into a folder Working with Documents Using the ellipsis Editing a document s properties Checking documents in and out Sending a link to your document Viewing documents in the browser Using Office Recovering Deleted Documents...248

9 Table of Contents xv Configuring Content Approval Turning on content approval Identifying approvers Casting an approving eye Disapproving: Not just for stern parents Getting alerts on approval/rejection status Chapter 19: Finding What You Need with Search Understanding How SharePoint Search Works Searching for Content Searching for a string using quotation marks Wildcard searches Including and excluding terms Building compound search queries using Boolean operators Getting fancy with the parentheses Finding terms in proximity Same meaning, different terms Viewing and Refining Search Results Making Search Your Users Best Friend Removing Content from Search Results Reviewing Search Analytics Adding a Search Center Site Chapter 20: Archiving Documents and Records Defining the Terms Creating Information Management Policies Setting Up a Records Center Using the Content Organizer Managing Records in Place Placing Records on Litigation Hold Chapter 21: Gaining Total Control with Workflow Getting Up to Speed with SharePoint Workflow Understanding Workflow in SharePoint Getting Up to Speed on SharePoint Designer Connecting to a SharePoint site Creating a workflow Rediscovering the Out-of-the-Box Approval Workflow Deciding whether to use content approval or approval workflows Configuring the approval workflows Setting up an approval workflow Approval workflow options Initiating a workflow Approving an item Checking the status of an approval workflow...300

10 xvi Microsoft SharePoint 2013 For Dummies Part VI: Office 365 and SharePoint Online Chapter 22: Creating a Public Website in SharePoint Online Creating Your New Website Using a Vanity Domain Name Updating and Adding Web Pages Reviewing what you get with your new site Adding a new page Editing your pages Updating page properties Changing the Site s Look and Feel Chapter 23: Creating a Client Portal in SharePoint Online Planning for Your Client Portal Locking Down the Portal Managing User Accounts Launching Your Portal Part VII: The Part of Tens Chapter 24: Ten Hot SharePoint 2013 Topics on the Microsoft TechNet Website SharePoint for IT Pros Recently Published Content Explore SharePoint Plan for SharePoint SharePoint Development Install and Configure SharePoint Operate and Maintain Using SharePoint Business Intelligence Workflow Resource Center Chapter 25: Ten Ways to Maintain Control with Governance Failure Is Not an Option (Neither Is Looking Away and Whistling) Getting Executive Buy-In and Support Building an Effective Governance Group Finding the Right Level Yours, Mine, Ours: Deciding Who Owns What (Re)Visiting Social Networking Policies Design and Branding Content Management Reusing Web Parts Keeping Things Current: Web Operations Management...339

11 Table of Contents xvii Chapter 26: Ten Ways to Become a SharePoint Guru Getting Information from the Horse s Mouth Reading SharePoint Blogs Finding Local User Groups Building a Virtual Lab Starting with a Good Foundation Borrowing from Others Getting Certified Taking a Peek under the Covers Digging Deeper under the Covers Deconstructing a SharePoint Site Index

12 xviii Microsoft SharePoint 2013 For Dummies