SharePoint Microsoft. for Office 2007 Users. using SharePoint s collaboration tools. Wrox Programmer to Programmer. Martin W. P.

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1 TM Wrox Programmer to Programmer Microsoft SharePoint 2007 for Office 2007 Users Get your team working together using SharePoint s collaboration tools Martin W. P. Reid Updates and Wrox technical support at

2 Chapter 11: SharePoint Add-ins In order to respond to or edit this content, you would need to add raw HTML to the editor. Figure 11-5 shows the same screen once RadEditor Lite has been enabled on the site and, as you can see, it provides a much improved experience for you and your colleagues, returning them to the standard rich text editor interface used by SharePoint. Figure 11-5 This is one of those add - ins that should be installed on every SharePoint server, as you have no idea what browser someone could be using to access the site, particularly if it is an Internet - facing site as opposed to an intranet site where you can have some control over the browser being used. In general, the CodePlex site is one you should add to your browser favorites and keep referring back to every so often to see if any new releases have been made for SharePoint. You should always read the release notes and discussions before installing any of the software on SharePoint. Some software is well tested and will be declared as stable, while other free downloads may still be in development. As with everything free, the risk is yours to evaluate and accept. Some of the more interesting downloads available from CodePlex are discussed in the following sections. Google Maps Web Part This Web Part allows you to supply latitude and longitude coordinates to the Web Part to pinpoint locations with a Google Map. You will need to request a special key from Google for this to work, but full installation instructions are included with the Web Part. This Web Part can also retrieve the details required from information stored in a SharePoint list within the site itself and is useful if you need to provide directions or other location - based information to your colleagues. WSS and MOSS Home Drive In many cases, SharePoint users will still need access to information located on other computers, or from commonly shared space on a company file server. This Web Part allows you to provide access to such information from within SharePoint. SPUserPoll This is a simple Web Part that allows you to add a single one - question survey to a SharePoint site. It s much easier to use and configure than the standard SharePoint Survey tools and can be used to get a quick response from your colleagues. SharePoint Skinner The SharePoint Skinner is a great tool for those of you who may be required to redesign SharePoint sites using Cascading Style Sheets (CSS) and SharePoint themes. This tool can be used to inspect the CSS 321

3 Index Index A About Me, 139 Absence Request and Vacation Schedule Management template, 50 ACCDB file type, 204, 206 access to corporate data, 171 desktop to Internet, 25 MOSS security, Access See Microsoft Access 2007 accessibility SharePoint and MOSS, 170 SharePoint issues, 22 accounts My Profile options, 141 Word Blog Ribbon options, 200 Actions Conditions screen, Meeting tool, 308 Actions menu Datasheet view options, picture library, 85 Shared Documents options, Active Directory (AD) audience targeting, 159 defined, 19 social networking and, 137 Active Tasks, 116 adding colleagues to MySite, CSS classes, tasks, Web Parts, Web Parts to MySite, workflow to content type, workflows, 83 add-ins commercial Web Parts, Excel compatibility, free software, other useful software, 329 overview, records management, 380 administration blog, Excel Services limitations, 272 free Web Parts for, 323 records management. See records management saving s to document libraries, with SharePoint Designer, site administrator templates, site collection, with Site Settings menu, Advanced Contact Details, Advanced Search Box Web Part, agendas, 308 alerts contact list options, 215 defined, 14 document library, 84 Groove, 298 Groove discussion, Groove workspace, 303 MySite, 163 MySite options, 152 Outlook, Shared Documents options, 60 Site Settings menu, 33 aligning images, 109 All Documents view, 67 Alternative Text, 109 Announcements in Document Center, 44 in document workspace, 39 list, Web Part, anonymous access, 20 Appearance of contacts, 106 Append Only fields, 206 application templates, 46 53

4 appointments appointments in Groove calendars, using and linking calendars, approval Approval Workflow, permissions, 20 workflow actions, 351 Asset Tracker template, 315 Assistant in My Profile, 140 attachments data types, 206 to Groove discussions, 306 issues with Access, 242 new Access features, 204 saving to database, 204 saving with Outlook, Attendees, 308 audiences Contact Detail options, 108 defined, personalization with, selecting view, 68 team site personalization, auditing information management policies and, MySite settings, site collections, B back-end databases creating SharePoint application, defined, 225 backing up general Access advice, 208 team sites, Bamboo Solutions commercial Web Parts, 324, free Web Parts, 323 barcodes in document library information policy, 369 information management with, 11 benefits, employee, 48 Birthday in My Profile, 140 blank forms, blank meeting workspace, 41 Blank Site template, 38 blogs defined, 11 My Profile, 149 MySite, SharePoint links, templates, Word 2007, Word menu, 175 browsers Excel Service filters, Excel Services limitations, 272 as information delivery tool, MOSS and, 6 Office Live in, 201 SharePoint support, support with RadEditor Lite, using pivot table in, viewing in, Budgeting and Tracking Multiple Projects template, 50 bugs. See also error messages Bug-Tracking template, 50 Site Users Web Part, 112 Business Data, 96 Business Data Actions Web Part, Business Data Catalog (BDC) access to corporate data, 171 defined, 18 Web Parts, , 329 Business Data Item Web Part, 123 Business Data List Web Part, Business Data Related List Web Part, 123 Business Intelligence Web Parts, Business Performance Reporting template, 47 businesses defining documents, 363 knowledge management, social networking and, C caching, 214 Calculate Workbook menu, 286 calculated columns, 67 calendars Bamboo Web Parts, Calendar List, 35 Calendar Plus, defined, Groove, 298, mini-calendar Web Part, 323 My Profile availability, 149 MySite customization,

5 Outlook, tracking lists, Web Part, call center template, 50 Cascading Style Sheets (CSS). See CSS (Cascading Style Sheets) cascading updates and deletes, 233 case management, Catalogs folder, Catalogue Icon Image URL, 108 Change Request Management template, 51 charts in Excel, 400 chatting, Check In/Out document library options, 70 document options, documents in Groove, in Excel, 267 Word document, Check Workflow, 349 Choice filter, Choose, 121 chrome state, 107 chrome type, 107 classes adding CSS, defined, 333 classifying information, 10 Classroom Management template, 48 cloud computing, 201 CMP (Content Migration Package), code CSS, HTML, Codeplex, 318 colleagues inviting to Groove workspace, MySite information, in Quick Launch Menu, 145 Word 2007 interaction, columns Access list issues, 241 adding workflow to content type, Announcements Web Part, 113 contact list options, 215 create setting, 60, creating custom content types, 179 document library, new Access features, 204 security, 327 Content Migration Package (CMP) Shared Documents library, 58 Site Settings menu, 32 workbook display, 285 commands Access 2007, Excel 2007, Word 2007, commenting blog management, 147 on KPIs, 294 commercial Web Parts, communication lists, Community Kit, 318 Community Server, 201 comparison conditions, 350 compatibility Access database on SharePoint, 226 Excel, Groove for SharePoint, 309 competitive analysis site, 48 conditions defining workflow, screen, Configure Links Web Part, 114 conflicts in synchronization, connections Connect to Outlook, 59 connecting Excel to SQL Server, Contact Detail options, 107 Data Form Web Part, data sources, exporting SharePoint list to Excel, Groove to SharePoint, moving Excel connection to SharePoint, MySite options, contacts Contact Details Web Part, creating, list, management template, 51 Outlook, tool templates for Groove, 315 content blog management, 147 customizing MySite, 144 structure and, 34 workflow actions, 351 Content Migration Package (CMP), Index 409

6 Content Query Content Query adding to MySite, vs. List Aggregator, 326 Web Part, content types adding workflow to, custom Word, customizing Document Information panel, defined, 11 information management policy and, 372 overview, Site Settings menu, 32 in Word documents, Word documents based on, copying contacts, Core Results Web Part, core.css, courses, training links, 406 templates, 48 co-workers. See colleagues Create a Collect Feedback Workflow, 82 Create a Post, 147 Create Column, 60, Create menu, Create View, 60, Create Web Part Page, 103 Cross List Web Part, 328 cross-browser support with RadEditor Lite, SharePoint issues, CSS (Cascading Style Sheets) customization with, SharePoint Designer and, SharePoint Designer panes, SharePoint Skinner, site customization, 54 Current User filter, 125 customization basic site, 54 content types, CSS, Document Information panel, library column, list, lists, MOSS, 15 MySite, MySite home page, D Send To, with SharePoint Designer, workflow, data access to corporate, 171 changing in Access and synchronization, new Access features, 207 publishing SQL Server to SharePoint, SQL Server display, viewers, Data Connection files, Data Connection Library, 86 Data Form Web Parts connecting, data sources, Data Protection Act, 361 data sources SharePoint Designer, SharePoint Designer panes, 336 workflow conditions, 350 data types Access database features, 206 Access issues, database design, 205 defined, exporting Excel lists, databases Access commands, connecting Excel to SQL Server, creating Access on SharePoint, creating in Access, displaying SQL Server data, moving Access to SharePoint, new Access features, Datasheet view document library, editing in, 59 dates filtering with, moving Access tables to SharePoint and, 233 working with calendars. See calendars decision meeting workspace, 41 default library items, default Quick Launch links, Define Your New Workflow screen,

7 deletion Access support with SharePoint, 228 cascading, 233 contact list options, 215 editing documents in, 76 in Groove workspace, record expiration, Recycle Bin, 37 Site Settings menu, 34 workflow, 83 Department of Defense (DOD) records management, 380 design Access database, Access tip, 225 CSS, permissions, 20 SharePoint Skinner, site customization, 54 views, Designer See SharePoint Designer 2007 desktop to Internet, 25, Details in MySite, 145 Developer s Toolbar, 334 Directory, Active. See Active Directory (AD) discussions boards, cross-browser support, database template, 48 defined, 12 Forum Web Part, 325 Groove, 298, Outlook lists, Team Discussion, 36 display with Data Form Web Parts, SQL Server data, workbook, disposal record expiration, records management, 365 Disputed Invoice Management template, 48 Document Center defined, 19 template, 44 Document Edit Menu, Document Information panel customization, setting availability, DOD (Department of Defense) records management document libraries Access views with, alerts, 14, 84 columns, connecting Groove to, custom content types, Datasheet view, defined, 9 10 Document Library Settings, 70 editing menu, Excel Web Part, 283 filtering with, form library, information policies, linking to Outlook, management, picture library, preconfigured templates, 53 Record Center routing, RSS settings for, 261 saving s to, Settings menu, Shared Documents options, 60 SharePoint Designer workflows, template, 51 Tree View Web Part, uploading documents to, views, Word, Word check-in/out, workflow, Document Management task pane colleague interaction, in Excel, Word 2007, document-level permissions, 21 documents customizing MySite, 146 editing in Groove, linking to Outlook, management, 7 opening in Outlook, 247 records management. See records management Relevant Documents. See Relevant Documents shared. See Shared Documents Word See Microsoft Word 2007 workspace template, DOD (Department of Defense) records management, 380 Index 411

8 downloading downloading Bamboo Web Parts, exporting SharePoint list to Excel, free Web Parts, 323 Groove, tool templates for Groove, 315 E Edit in Datasheet Shared Documents options, 59 working with, editing with check out, document libraries, documents in Groove, documents in Outlook, 247 Excel commands, lists with aggregator, with Master Pages, menu, 32 RadEditor Lite, SharePoint Designer workflows, 352 SharePoint lists, tasks in Outlook, Web Parts, Word commands, electronic forms, Groove workspace options, 302 My Profile options, 141 Outlook. See Microsoft Outlook 2007 records management, 376 saving Outlook, updates, 15 workflow actions, 351 employee templates, 48 EmployeeReference, 185 Enable Attachments to the List, 90 Enterprise tab, enterprise-level search, 16 entities, BDC, equity research template, 48 error messages Contact Detail options, 108 SharePoint list conflicts, SharePoint site issues table, events creating meeting workspace from, 43 planning template, 51 using and linking calendars, Excel. See Microsoft Excel 2007 Exchange 2007, 243 expired records, Explorer View, exporting Excel list to SharePoint, lists to Access, Shared Document options, 59 SharePoint list to Excel, Web Parts, 108 F Fax Number in My Profile, 140 feedback collection workflow, 82 workflow from Word 2007, 197 feeds, RSS. See RSS fields Access list issues, 241 workflow conditions, 350 file types new Access features, 206 Records Center process, 376 workflow conditions, 351 files Access commands, core.css, Excel commands, Excel compatibility, Groove and SharePoint, Groove menu, moving connection to SharePoint, Outlook, 244 plans, publishing Excel, records management. See records management SharePoint Designer panes, 335 uploading, Word commands, 384 filtering Access commands, 395 commercial Web Parts, 327 with Content Query, Data Form Web Parts and, documents in Datasheet view, with Excel Services, Web Parts, 8, workbook options,

9 folders local Groove, 312 SharePoint Designer panes, 335 view options, 69 working in Folders pane, foreign keys Data Form Web Parts and, 356 defined, 207 formats Excel compatibility, Word commands, forms Access, 209 Access commands, building basic, Contact List, Groove, 298, 315 InfoPath Form Viewer, 326 information management, 170 library, moving Access databases to SharePoint and, 234 Web Part, 119 Forms Server defined, 18 InfoPath Form Viewer, 326 forms-based authentication, 19 forums. See also discussions Lightning Tools Web Parts, 329 Web Parts, 325 free application templates, free software, front-end databases, 225 full control permissions, 20 full records management, 375 functions. See Web Parts G galleries Site Settings menu, 32 Web Part, 104 Gannt views, 68 General document library settings, 70 ghosting, 334 global menu, 37 Google Docs, 166 Google Maps, 321 government agencies case management for, DOD records management, 380 Grants Management Solution Accelerator, 328 Group By, 68 group-based permissions creating team sites, defined, GroupBoard workspace, groups memberships. See memberships Site Users Web Part, Task Web Part, 116 H Help Mode, 108 help template, 51 hiding Contact Details, 107 hierarchy MySite, 154 Tree View Web Part, history Append Only fields, 206 document versions, Groove workspace options, 302 viewing version in Excel, 267 workflow, 235 Holds, 376 home pages customizing MySite, reporting site, 293 Word Blog Ribbon options, 199 Home Phone Number in My Profile, 141 horizontal image alignment, 109 HTML (HyperText Markup Language), hyperlinks. See links I importing Identify the People You Know, 141 images customizing MySite, 146 This Week in Pictures, 119 Web Part, IMP (information management policies) auditing and, content types and, 372 importing Contact Detail options, 108 Excel worksheet to custom list, lists from Access, spreadsheets, 99 Index 413

10 indexes indexes, InfoPath See Microsoft InfoPath 2007 information management defined, with document libraries, information management policies (IMP) auditing and, content types and, 372 inheritance content types, 177 Master Pages, Initiation, 349 insertion Excel commands, 404 Word commands, 387 installation Groove, MySite, 136 instant messaging, 298, integrity, referential Access support with SharePoint, 228, defined, 226 interactivity, 285 Interests in My Profile, 140 interfaces, 9 Internet, desktop to, 25, Internet Explorer Datasheet view, 63 Developer s Toolbar, 334 MOSS and, 6 SharePoint support, inventory-tracking template, 51 invitations to Groove workspace, 301, planning meetings, issue tracking Access list, 241 building basic forms, with Groove, list, IT Team Workspace template, 51 Item Limit, item-level permissions, 90 item-level security, 14 J Job Requisition and Interview Management template, K key performance indicators (KPIs) defined, 19 Excel Services and, lists, keys Data Form Web Parts and, 356 general Access advice, 207 keywords search, 153 workflow conditions, 351 Knowledge Base template, 52 Knowledgebase, SharePoint, 328 KPIs (key performance indicators) defined, 19 Excel Services and, lists, KWizCom, L labels, 11, Launch, Quick. See Quick Launch Launchbar, 300 laws, records management, 361 layout. See design Learning Kit, SharePoint (SLK), 318 libraries adding workflow to content type, for content types, 178 default items, document. See document libraries exporting Excel lists to, free video from Bamboo, 323 managing alerts from Outlook, moving Data Connection files to, Outlook, 245 overview, 57 saving s to, Shared Documents, 58 Site Settings menu, 33 summary, 99 Lightning Tools, 324, 329 limited access permissions, 20 linking contacts to Outlook, 253 creating Access database on SharePoint, database to SharePoint server,

11 documents to Outlook, to lists in Access, tasks in Outlook, tracking lists, links blog management, customizing MySite, 145 default Quick Launch, in document workspace, 39 global menu, 37 hyperlinks in lists, 271 Master Page, 338 Records Center, targeting, 161 useful SharePoint, Web Part, List Filter, SharePoint, 126 lists Access database features, Business Intelligence Web Parts, changing in Access and synchronization to SharePoint, communication, Content Query Web Part, creating contact, creating database in Access, custom, exploring default items, exporting Excel to SharePoint, exporting SharePoint to Excel, exporting to Access, in Folders pane, 337 importing Excel to custom, importing from Access, KPI, List Aggregator, Outlook, 245 Outlook discussion, overview, 57 rollup Web Parts, SharePoint List Filter, 126 summary, 99 task pane, tracking, viewing tasks in Outlook, local files and folders in Groove, 312 logging, 351 Lookup adding columns, Survey list options, 95 lookup values Access, moving Access tables to SharePoint and, M maintenance Web Parts, 323 management alert, blog, document library, hierarchy permissions, 20 linked lists from Access, MySite, records. See records management style with SharePoint Designer, 336 Word Blog Ribbon options, 200 MashPoint, Master Pages in Catalogs folder, customization with, Data Form Web Parts and, 356 gallery, 32 matching data types, 242 meeting workspaces creating, defined, meetings Groove tool, planning, memberships customizing MySite, Groove workspace, MySite options, 143 Site Users Web Part, menus Access commands, Actions. See Actions menu contact list options, creating as owner, customizing with Master Pages, discussion lists and Outlook, document library editing, Excel commands, Excel Web Part, 286 global site, 37 Groove workspace, managing Quick Launch, MySite Quick Launch Menu, menus Index 415

12 menus (continued) menus (continued ) new Excel, new Word, Outlook, picture library, Quick Launch. See Quick Launch Quick Parts, Records Center, Shared Documents default items, SharePoint Designer, 336 SharePoint options, 173 Word commands, messages error. See error messages Groove workspace options, 302 instant, 298, metadata defined, labeling records, SharePoint Groove support, 309 Word 2007 and, in Word documents, Microsoft Access 2007 building basic objects, changing data and synchronization to SharePoint, commands, creating contact list, creating database in, creating database on SharePoint, creating views with SharePoint, defined, 13 exporting lists to, general advice, importing lists from, issues with, moving database to SharePoint, multi-valued selections, 67 objects, overview, 203 summary, 242 using pivot table in browser, what s new, workflows and keeping objects, 235 working from, 222 Microsoft Excel 2007 audit reports, commands, Export to Spreadsheet option, 59 exporting list to SharePoint, exporting SharePoint list to, free application templates, 48 importing spreadsheets, 99 importing worksheet to custom list, new menus, summary, 296 Survey list options, 97 what s new, Microsoft Excel Services 2007 filters with, KPIs, limitations, 272 in MOSS, 271 MOSS and, 18 moving connection to SharePoint, publishing files, publishing SQL Server data to SharePoint, SharePoint reporting site, using pivot table in browser, Web Part, Microsoft Excel Web Access Web Part, 127 Microsoft Exchange 2007, 243 Microsoft Groove 2007 creating workspace, defined, 13, 167 features, getting started, instant messaging, inviting colleagues, issue tracking, local files and folders, 312 Meetings tool, other tools and tool templates, 315 overview, 297 SharePoint files, summary, 315 workspace properties and permissions, workspace tools, Microsoft Groove Server 2007, 298 Microsoft InfoPath 2007 customizing Document Information panel, Disputed Invoice Management template, 48 Document Information panel, 185 form library, Form Viewer, 326 Forms Server, 18 Groove forms, 315 information management,

13 Microsoft Office Access commands, as desktop application set, editing documents in, 76 Excel commands, information management, integration with SharePoint, 14 SharePoint issues, Word commands, Microsoft Office Live Communications Server, 195 information management, 169 using with Outlook calendar, 248 Workspace, 201 Microsoft Office SharePoint Services (MOSS). See MOSS (Microsoft Office SharePoint Services) Microsoft Outlook 2007 calendars, 12 13, connecting to, 59 contacts, discussion lists and, linking documents to, lists and libraries, 245 managing alerts from, MySite customization, 155 opening documents in, 247 planning meeting, saving s, SharePoint and RSS, summary, 263 Survey list options, 97 tasks and, Web Parts, 123 what s new, workflow and, Microsoft Query, Microsoft Windows SharePoint Services, 201 Microsoft Word 2007 adding tasks, adding workflow to content type, blogging with, colleague interaction, commands, custom content types, custom Document Information panel, document check-in and check-out, document libraries and, Document Management task pane, document versions, documents based on content types, MySite metadata and content types in documents, metadata and workflow, new menus, Office Live Workspace, 201 overview, 173 workflow from, mini-calendars Bamboo Web Parts, 328 commercial Web Part, free Web Part, 323 minimizing Contact Details, 107 Minutes, 308 Missing Properties, 376 mobile devices access, 15 view options, 70 Mobile Phone Number in My Profile, 140 MOSS (Microsoft Office SharePoint Services). See also SharePoint adding Content Query to MySite, desktop to Internet, 25, hype, 5 6 issues with, MySite 2007, MySite audiences, overview, 5, 7 16 personalization with audiences, records management. See records management security, server, site structure, 6 7 useful links, using SharePoint, 2 3 Web Parts and, vs. WSS, multipage meeting workspace, 42 multiple document uploading, multi-valued columns, 204, 206 multi-valued data types, 242 multi-valued selections, 67 My Colleagues, My Profile defined, editing, Quick Launch Menu, MySite adding Web Parts, alerts and regional settings, 163 blogs, Index 417

14 MySite (continued) MySite (continued ) customization, defined, 17 managing, MOSS 2007, MOSS audiences, My Profile, overview, personalization sites, 162 Site Users bug, 112 social networking, summary, 163 team sites, N naming. See also titles Groove workspace options, 302 KPIs, 294 records, 363 views, 68 navigation document library options, 70 Groove workspace options, 302 Master Pages, 338 SharePoint issues, 22 team site personalization, Tree View Web Part, workbook options, 285 networking, social instant messaging, 298, MySite, news site template, 46 Northwind 2007 displaying SQL Server data, KPIs, moving to SharePoint, publishing SQL Server data to SharePoint, using pivot table in browser, Notepad, 315 O objects Access 2007, building basic, general Access advice, keeping in Access, 235 Office Communicator, 195 Office Live. See Microsoft Office Live opening documents to Outlook, 247 Excel Web Part menu, 286 SharePoint lists in Excel, with Windows Explorer, 59 Options menu in Groove, 302 ordering columns, 72 Outlook See Microsoft Outlook 2007 owners, site. See site owners Ozzie, Ray, 297 P Page Viewer Web Part, panels customizing Document Information, document check-in/out, Document Information settings, panes. See task panes parameters publishing Excel files, workbook options, 285 parent content types, 177 passwords. See permissions Past Projects in My Profile, 140 Pattison, Ted, 406 PDF Document Parser, 323 People and Groups, 36 people search defined, 17 Web Parts, 129 permissions blog management, 147 connecting Data Form Web Parts, 358 connecting Excel to SQL Server, contact list options, 215 creating team sites, document library, editing document, Groove, 13 Groove calendar, 305 Groove discussion, 307 Groove workspace, MOSS customization, 15 MOSS security, MySite, 136 People and Groups,

15 Site Settings menu, 32 Site Users Web Part, Perran, Shane, 406 personalization of MySite. See MySite personalization sites defined, 162 template, phone numbers, Physical Asset Tracking and Management template, 52 pictures customizing MySite library, 146 Groove, 315 library, in My Profile, 140 pivot tables interaction, using in browsers, planning events template, 51 meetings with Outlook, records management, records retention, sites and workspaces, podcasting kit, 319 policies information management, information management and content types, retention plan, site collection, Portal Site Connection, 154 posting blog management, blogging with Word, discussion lists and Outlook, presence management Groove, 298 with MOSS, 19 Presence Pawn icon, 65 previewing in Outlook, 246 pane, 69 price calculation, 323 primary keys Data Form Web Parts and, 356 defined, 207 private MySite view, 138 Product and Marketing Requirements Planning template, 48 Profile, My. See My Profile project management, 12 Project Status template, 315 Project Tasks list, 93 Project Tracking Workspace template, 52 properties Access database and object, 208 building basic objects, Colleague Tracker, 142 CSS customization, customizing Document Information panel, Excel Web Part, Groove workspace, Groove workspace options, 302 keeping objects in Access, 235 managing alerts from Outlook, 255 RSS feed, SharePoint Designer panes, viewing/editing document, 74 Web Part. See Web Parts Word document, 191 public MySite view, 138 publishing blogs. See blogs Excel files, Excel menu, 268 new Word menus, 174 SQL Server data to SharePoint, template, 46 Q Quick Launch Quarterly Management Report workflow, queries Access, 209 Access commands, building basic, Content Query. See Content Query KPIs, moving Access databases to SharePoint and, 234 using with Excel, vs. views in Access, Quick Launch customizing MySite, customizing with Master Pages, MySite options, overview, Records Center, Index 419

16 Quick Parts Quick Parts Word 2007, Word Blog Ribbon options, 199 R RadEditor Lite, Rating Scale, 95 read permissions, 20 reading panes, 246 Reassign Workflow Task, 81 Records Center process, 376 routing, structures, template, 44 records management Access commands, 395 center structures and process, content types and IMP, 372 creating site collection policy, defined, 168 full, 375 IMP and auditing, issue tracking, moving up market, 380 overview, planning, retention plan, routing, summary, 381 Recycle Bin contact list options, 215 MySite options, 153 Quick Launch menu, 37 referential integrity Access support with SharePoint, 228, defined, 226 refreshing Access lists, Datasheet view, 65 Excel Web Part menus, 286 pivot table interaction, 285 regional settings administration, 32 MySite, 163 relationships Access commands, database design, 205 Relevant Documents in Document Center, 44 Web Part, 111 relinking lists, 215 removing workflows, 83 Rename, 302 reporting Access, Access commands, auditing, basic, Business Performance Reporting template, 47 Excel, with MOSS, 19 moving Access databases to SharePoint and, 234 Report Center template, 45 Report Library, 86 SharePoint site issues table, Site Settings menu, 33 Site Usage Report, 152, 154 viewing workflow, 83 Requisitions and Interview Manager, 328 Reset to Site Definition, 154 Responsibilities in My Profile, 140 restoring sites, restricted read permissions, 20 retention, record, Review pane, 246 Ribbon blog options, building basic forms, general Access advice, 207 new Excel, Outlook, Robillard, Eli, 406 roles Groove properties and permissions, 303 Groove workspace options, 302 permissions, templates based on, 156 Room and Equipment Reservations template, 52 routing records, rows adding to datasheet, 64 workbook display, 285 RSS document library settings, SharePoint, Outlook and, Site Settings menu, 33 viewing feeds,

17 RSS Viewer customizing MySite, 144 Web Part, rules and alerts, S Sarbanes-Oxley, 361 saving backing up team sites, Check Out and, Document Library as Template, 72 documents in Groove, Groove workspace, 301 Outlook s, Schools in My Profile, 140 scope content type, 177 search, 128, 153 search center template, Search Server Express 2008, searching commercial Web Parts, 327 Groove discussions, 306 with MOSS, MySite options, Site Settings menu, 33 Web Parts, security column, 327 connecting Excel to SQL Server, document libraries and, 9 Groove, 13 item-level, 14 MOSS, People and Groups, 36 permissions. See permissions Send Alerts for These Changes, 84 Send Alerts To, 84 Send To, servers administration templates, documents, Excel, Groove, 298 MOSS, new Word menus, publishing SQL Server data to SharePoint, SQL data display, SharePoint add-ins service providers, blogging, services, Excel. See Microsoft Excel Services 2007 services, SharePoint. See SharePoint settings contact list options, 215 document library, 65 67, 70 document library information policy, moving connections to SharePoint, 282 MySite management, RSS feed, Shared Documents options, 60 Site Settings menu, Shared Documents default items, in document workspace, 39 library, 35, 58 Web Part, SharePoint calendars vs. Outlook calendars, 250 changing data in Access and synchronization to, creating Access database on, creating Access views with, creating web pages in, desktop to Internet, discussions vs. Groove discussions, 306 Excel Services limitations and, 272 exporting Excel lists to, exporting lists to Excel, features with Groove, Groove and, importing Excel worksheet to custom list, Microsoft Office and, 166 moving Access database to, moving Excel connection to, MySite. See MySite Outlook and RSS, publishing SQL Server data to, reporting site, useful links, using, 2 3 Web Parts in, SharePoint add-ins commercial Web Parts, free software, other useful software, 329 overview, Index 421

18 SharePoint Designer 2007 SharePoint Designer 2007 connecting Data Form Web Parts, custom workflow activities, customization, data sources, editing workflows, 352 Folder pane, getting started, overview, 330 site administration with, skills required, SQL Server data display, summary, 359 workflows with, SharePoint Knowledgebase, 328 SharePoint Learning Kit (SLK), 318 SharePoint List Filter, 126 SharePoint Sites, SharePoint Skinner, sharing MySite, 150 social networking and, site collections administration, 34, creating policy, defined, 6 7 Site Columns gallery, 32 Site Content Types gallery, 32 Site Directory template, 45 Site Features, 34 site maps, 120 site member permissions, 20 site owners overview, permissions, 20 Site Settings menu, Site Usage Report, 152, 154 Site Users Web Part, site visitor permissions, 20 sites access security, 14 blogs and wikis, MOSS structure, 6 7 Quick Launch menu, 36 WSS, 9 Sites, SharePoint, sites and workspaces basic customization, 54 creating meeting, free application templates, global menu, 37 meeting, owners, planning, Quick Launch, summary, 55 team, templates, sizing database columns/fields, 241 workflow file conditions, 351 Sketchpad tool, 315 Skills in My Profile, 140 Skinner, SharePoint, SLK (SharePoint Learning Kit), 318 social meeting workspace, 42 social networking instant messaging, 298, MySite, software add-ins. See add-ins Solomon, Heather, 406 sorting view options, 68 workbook options, 285 sports league template, 48 spreadsheets Excel Web Access Web Part, 127 exporting to, 59 importing, 99 using filters with Excel Services, workbook display, SPUserPoll, 321 SQL Servers data display, publishing data to SharePoint, status monitoring, storage MySite allocation options, 154 records management. See records management SharePoint overview, 6 structure content and, 34 of MOSS, 6 7 styles CSS. See CSS (Cascading Style Sheets) SharePoint Skinner, view options, Submitted Records, 376 Summary Links Web Part, Summary View,

19 support creating Access database on SharePoint, 226 Groove for SharePoint, 309 surveys defined, 12 lists, SPUserPoll, 321 synchronization Access lists, 214 changing data in Access and, Excel compatibility, Groove to SharePoint, T Table of Contents Web Part, 120 tables Access, Access commands, defining Excel lists as, 269 pivot table interaction, using pivot table in browser, Word commands, 388 tagging CSS, HTML, Web Parts, 327 targeting audiences Contact Detail options, 108 Content Query, 132 document library options, 70 MySite personalization, team site personalization, Task List defined, 36 tracking, task panes Document Management in Excel, Document Management in Word, List, pivot table interaction, 286 reading document content, 246 SharePoint Designer, Word 2007 and colleague interaction, working in Folders pane, tasks adding, in document workspace, 39 Outlook, , reassigning workflow, 81 Records Center, 376 tool templates for Groove, 315 Web Part, Team Discussion defined, 36 Web Part, 118 team sites backing up, creating, getting started with SharePoint Designer, personalization with, restoring, template, 38 work template, workflow from Word 2007, Telerik RadEditor Lite, templates building basic forms, Contacts, creating custom content types, creating database in Access, free application, Groove tool, 315 meeting workspace, role-based, 156 saving document libraries as, 72 sites and workspaces, temporary web sites, 9 text filters, themes, MySite, 151 third-party add-ins. See add-ins This Week in Pictures Web Part, 119 Time Tracker template, 315 timecard management template, 48 titles alerts, 84 document library options, 70 naming columns, 71 URL, 108 workbook display, 285 workflow conditions, 351 toolbars Excel commands, 400 IE Developer s, 334 workbook display, 285 working with styles, 341 tools additional Groove, 315 enterprise-level search, 16 tools Index 423

20 tools (continued) tools (continued ) Issue Tracking, Meetings tool, MOSS customization, 15 Top Link Bar, 151 Totals view, 68 tracking colleagues on MySite, issues. See issue tracking lists, tool templates for Groove, 315 training SharePoint links, 406 templates, 48 Translation Management Library, 86 Tree View Web Part, U Unclassified Records, 375 unghosting, 334 unique indexes, Upcoming Tasks, 44 updates cascading, 233 Colleague Tracker, , 15 Excel Web Part menus, 286 My Profile, RSS, 260 uploading Check Out and, documents to libraries, to picture library, 85 Shared Documents options, 59 usage reports, 33 user permissions. See permissions User Tasks Web Part, 112 users alerts, 84, 152 assigning tasks from Word, Current User filter, 125 MySite profile, Site Settings menu, 32 Site Users Web Part, team sites, V validation, , 233 Variables in workflows, 349 versions Check Out and, document library options, 70 viewing history in Excel, 267 Word document, vertical image alignment, 109 video libraries, 323 views Calendar Web Part, contact list, 88 create setting, 60 creating Access with SharePoint, creating document library, Datasheet, Document Edit Menu, document libraries and, 10 Excel commands, library column, 72 menu, My Profile, MySite, 138 Page Viewer Web Part, picture library, vs. queries in Access, RSS Viewer, , 144 Shared Documents Web Part options, SQL Server, 281 Task Web Part, tasks in Outlook, Tree View Web Part, workflow, 83 visibility, search, 152 W Web 2.0, 136 web browsers. See browsers web pages creating SharePoint, Page Viewer Web Part, Web Part Zones, 102 Web Parts adding, adding Content Query to MySite, adding to MySite, additional, Announcements, business intelligence, Calendar, Colleague Tracker, commercial,

21 Contact Details, creating web pages in SharePoint, customizing MySite, defined, 8 Excel Services, filtering using, filtering using document library, Form, 119 free add-ins, Image, Links, Memberships, 143 My Profile, MySite customization, overview, Page Viewer, personalization with team sites, Relevant Documents, 111 RSS Viewer, search, Shared Documents, in SharePoint, Site Users, summary, 133 Table of Contents, 120 Tasks, Team Discussion, 118 This Week in Pictures, 119 User Tasks, 112 web sites. See sites web-based discussions. See discussions When to Send Alerts, 84 wikis defined, templates, 40 Wiki Plus, 326 Windows Explorer opening with, 59 views, 67 Windows Live Spaces, 200 Windows SharePoint Services (WSS). See WSS (Windows SharePoint Services) wizards, workflow, Word See Microsoft Word 2007 Work Address in My Profile, 141 workbooks Excel Web Part, publishing to SharePoint, using filters with Excel Services, workflows Access 2007, 235 adding to content type, Conditions screen, contact list options, 215 custom activities, document library, document library settings, 73 Excel menu, 268 expiration, MOSS, new Word menus, Outlook, publishing site with, 46 SharePoint Designer, from Word 2007, Word 2007 and, worksheets importing Excel to custom list, site planning, 28 workspaces. See also sites and workspaces creating Groove, creating meeting, Groove properties and permissions, instant messaging in, meeting, Office Live, 201 planning meetings, tools, Word menu, 175 WSS (Windows SharePoint Services) defined, 7 Excel Services and, 271 vs. MOSS, overview, 9 11 personalization with team sites, Web Parts and, WSS and MOSS Home Drive, Z Zone, 107 Zone Index 425

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23 Microsoft SharePoint 2007 for Office 2007 Users Microsoft Office SharePoint Server (MOSS) 2007 is a wildly popular server product that offers an amazing opportunity to change the way you work. Paired with Microsoft Office 2007, SharePoint allows you to share and collaborate on Word, PowerPoint, Access, and Excel documents and databases; organize workflows; integrate Office documents with business applications; search across all types of documents and data; and provide these tools internally and externally on web sites for end users. This book is a unique resource that walks you through a potentially overwhelming array of features and clearly shows you how to effectively use the SharePoint 2007 and Microsoft Office 2007 integration features. You ll begin with a review of SharePoint, then look at how it works and discover exactly what is available within SharePoint. You ll examine SharePoint s integration with Office a topic that is not readily available on the bookshelf. Plus, valuable examples and succinct explanations used throughout the book can be easily applied in real-world situations and will help you take advantage of the extensive features of SharePoint and Office. What you will learn from this book How lists and libraries are created and managed and how to create custom lists of your own The basic building blocks of SharePoint web sites: Web Parts How the My Site feature in SharePoint helps you create your own personal SharePoint sites Methods for publishing documents to a Team Site and how to create and manage metadata associated with your documents The integration between SharePoint 2007 and Access 2007, Outlook 2007, Excel 2007, and Office Groove 2007 Ways records management can be used in day-to-day projects Who is this book for? This book is for anyone using Microsoft SharePoint who wants to learn to leverage SharePoint with Office Martin W. P. Reid is an analyst for The Queens University in Belfast, one of the leading universities in the United Kingdom. Martin is currently working on a large MOSS 2007 project reaching almost 30,000 users. Previously he worked with end users teaching Microsoft Office applications, database design, programming, and web development. Martin contributes frequently to the Microsoft Office SharePoint blog Get the Point ( Wrox guides are crafted to make learning programming languages and technologies easier than you think. Written by programmers for programmers, they provide a structured, tutorial format that will guide you through all the techniques involved. Recommended Computer Book Categories Business Applications Microsoft Office $39.99 USA $47.99 CANADA