Sams Teach Yourself SharePoint 2003 in 10 Minutes

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Sams Teach Yourself SharePoint 2003 in 10 Minutes is the first quick reference book for users of SharePoint 2003. Easy-to-follow instructions for the most common tasks in SharePoint 2003 are the basis of this book, which also provides answers to the most commonly asked questions about using SharePoint 2003. As an end-user, you will learn the basic skills needed to work successfully with a SharePoint Services website, as well as contribute to document libraries and discussion groups. As a site administrator, you ...

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Overview

Sams Teach Yourself SharePoint 2003 in 10 Minutes is the first quick reference book for users of SharePoint 2003. Easy-to-follow instructions for the most common tasks in SharePoint 2003 are the basis of this book, which also provides answers to the most commonly asked questions about using SharePoint 2003. As an end-user, you will learn the basic skills needed to work successfully with a SharePoint Services website, as well as contribute to document libraries and discussion groups. As a site administrator, you will learn fundamental skills needed to effectively manage SharePoint Services site collections. Best of all, it will only take about 10 minutes of your time to do so. Sams Teach Yourself SharePoint 2003 in 10 Minutes will prove to be a worthy investment of your two most valuable commodities: time and money.

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Product Details

  • ISBN-13: 9780672327230
  • Publisher: Sams
  • Publication date: 12/6/2004
  • Series: Sams Teach Yourself Series
  • Pages: 213
  • Product dimensions: 5.46 (w) x 8.22 (h) x 0.50 (d)

Meet the Author

Colin Spence is a Partner at Convergent Computing, and performs in the role of a Consultant, Project Manager, and Technical Writer for the organization. He focuses on the design, implementation, and support of Microsoft-based technology solutions, with a current focus on Microsoft SharePoint technologies. Colin has contributed to Microsoft Windows Server 2003 Unleashed, Microsoft Exchange Server 2003 Unleashed, and was a co-author on Microsoft SharePoint 2003 Unleashed by Sams Publishing.

Michael Noel (MCSE+I, MCSA) has significant experience in the computer industry and has been working with the latest in SharePoint, Windows, Exchange, and Security technologies since the early stages of the products. Michael is the coauthor of SharePoint 2003 Unleashed, Windows Server 2003 Unleashed, and Exchange Server 2003 Unleashed by Sams Publishing and is currently working on authoring his next title, ISA Server 2004 Unleashed. Currently a Senior Consultant at Convergent Computing in the San Francisco Bay area, Michael brings a wealth of hands-on knowledge and experience to his writing and public-speaking engagements.

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Read an Excerpt

IntroductionIntroduction

The primary goal of the book is to provide SharePoint users with a series of short lessons, each designed to take roughly 10 minutes to read, that provide information and examples of the processes that are most important for SharePoint users. Our experiences in the field with organizations of many different sizes (10 users to thousands of users) that use SharePoint helped us determine information that would be the most useful to the broadest audience. We also used feedback from end-user and Site Administrator training classes as well as feedback from public speaking engagements to further fine-tune the lessons.Who Is This Book For?

This book targets two specific audiences:

  • Users who have had minimal or no exposure to SharePoint—the "end user"

  • Individuals who are tasked with maintaining site collections—the "Site Administrator"

In our experience, we have found that many people tasked to be Site Administrators do not have a significant technology background or training, so the early lessons may also be useful to them. Also, as end users get more sophisticated and familiar with SharePoint's features, they can benefit from the information contained in the latter lessons of the book.What Does this Book Cover?

The information and examples provided in this book apply to Windows SharePoint Services or SharePoint Portal Server 2003 with SP1 applied. Previous versions of SharePoint—SharePoint Team Services and SharePoint Portal Server 2001—are not covered in this book. The examples in this book were performed on a Windows XP Workstation with Internet Explorer version6.0. Although other operating systems and Internet browsers can be used to access SharePoint 2003 sites, they may provide slightly different levels of functionality.

Although the lessons and examples given in this book are valid for end users and Site Administrators of SharePoint Portal Server 2003, the portal-level features of SharePoint Portal Server 2003 are not covered in this book.Goals for Parts I–IV

Parts I–IV of this book are written for end users who are new to the world of SharePoint or who have gaps in their knowledge that they would like to fill. These parts use a fictitious site named "ProServices" to provide examples of the topics being covered that seek to meet the needs of the average end user. Ideally these lessons will be read in order because the skills build upon each other, and jumping between lessons for a new user may not be as effective. More experienced SharePoint end users should be more comfortable browsing to find topics of specific interest.

If you want to follow the steps in the examples, it is recommended that you use a standard blank Team Site rather than a production site. If you don't have a blank Team Site available, request the Site Administrator create one for you and give you Contributor or Administrator rights. If you want to work through Parts V–VII, you will need Administrator rights to the site.

Your site will not look exactly like the one shown in the figures in this book—it contains additional sample documents and data entries that your site will not contain.

Tip - If you find yourself unable to complete a series of steps outlined in Lessons 1–14, check with your Site Administrator to see what might be causing the problem. It will generally be due to a limitation in your rights on the site.

Goals for Parts V–VII

Parts V–VII of this book are geared toward those individuals who have been given the responsibility to administer a Windows SharePoint Services site. The role of the Site Administrator is defined, and the most common tasks you will need to perform as a Site Administrator are detailed in the lessons in this section.

This section of the book only applies to individuals who are given full Site Administrator rights to a site because the majority of all the procedures described require those rights. It is meant to be a guide for you if you are tasked with the creation and customization of a new site for your team or project.

The lessons in Parts V–VII are meant to be read sequentially, but you can also reference them individually, because they are all self-supporting and none of the tasks require any prerequisite steps from earlier lessons. In this way, you can use this portion of the book as a reference guide if you need to look back to recall how to perform a specific task.Conventions Used in This Book

Note - A note presents interesting pieces of information related to the surrounding discussion.

Tip - A tip offers advice or teaches you an easier way to do something.

Caution - A caution advises you about potential pitfalls you should avoid or take into account.

The ¬ character signifies that the author means for multiple lines of code to appear on the same line.

© Copyright Pearson Education. All rights reserved.

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Table of Contents

Introduction.

I. SHAREPOINT BASICS.

1. Introduction to SharePoint 2003.

Windows SharePoint Services Versus SharePoint Portal Server 2003.

How Do I Access a SharePoint Site?

Basic Features of a SharePoint Site.

How Organizations Use SharePoint.

Summary.

2. Accessing SharePoint Sites.

Internet Explorer Fundamentals.

Understanding the Internet Options.

Using My Network Places.

Summary.

3. SharePoint Site Collections Demystified.

Site Collections, Top-level Sites, and Subsites Defined.

Site Groups.

Subsites Defined.

Creating a Subsite.

Workspaces Defined.

Meeting Workspaces.

Summary.

4. Introduction to Web Parts.

What Is a Web Part?

Basic Web Part Components.

Using the Quick Launch Bar to See the Contents of a Web Part.

Two Different Views of the Home Page.

Summary.

II. USING THE STANDARD LIBRARIES AND LISTS.

5. Document Library Basics.

Overview of the Document Library.

How to Upload a Document.

Working with Documents in the Library.

Summary.

6. Picture Library Basics.

Basic Features of the Picture Library.

Creating a Picture Library.

Using the Picture Library.

Tools Available in the Picture Library.

Accessing Additional Tools Within the Library.

Picture Properties.

Different Views Available.

Actions Menu.

Summary.

7. Using the Links, Contacts, and Events Lists.

The Links List.

The Contacts List.

The Events List.

The Calendar View of the Events List.

Selecting the Calendar View from the Home Page.

Summary.

8. Using the Tasks and Issues Lists.

The Tasks List.

Sorting and Viewing Tasks.

Viewing Attachments.

Viewing Tasks Elsewhere.

Issues Lists.

Differences Between Tasks Lists and Issues Lists.

Project Management Applications of Tasks and Issues Lists.

Summary.

III. CUSTOMIZING STANDARD LIBRARIES AND LISTS.

9. Introduction to Metadata.

Defining Metadata.

Metadata in SharePoint.

Different Metadata Possibilities.

Textual Metadata.

Numerical Metadata.

Other Types of Metadata.

Importance of Metadata Standards.

Summary.

10. The Datasheet and Explorer Views.

The Datasheet View.

Adding New Lines in the Datasheet View.

Enhanced Filtering.

The Task Pane in Datasheet View.

Using the Explorer View.

Copying Files by Using the Explorer View.

Summary.

11. Modifying and Creating Views in Libraries and Lists.

Why Are Views Important?

The Modify Settings and Columns Tool.

Creating a New View in the Contacts List.

Summary.

12. Alerts and Document Versioning.

The Importance of Being Alerted.

Creating an Alert.

Document Versioning.

Accessing the Versions of a Document.

Summary.

IV. USING OFFICE 2003 PRODUCTS WITH SHAREPOINT.

13. Using Word with SharePoint.

Word 2003 and Office 2003 Product Integration with SharePoint 2003.

Using Word 2003 to Save Documents to SharePoint.

Opening and Checking Out Documents from a Document Library.

The Shared Workspace Task Pane.

The Features of the Tasks Tab.

Document Information Tab.

Summary.

14. Using Excel with SharePoint.

Standard Uses for Excel 2003.

Using Excel for Printing Purposes.

Using Excel for Charting.

Exporting to Excel 2003 for Ease of Management.

Saving Your Excel Work.

Summary.

V. SHAREPOINT SITE ADMINISTRATION BASICS.

15. Summary of the Role of Site Administrator.

Defining the Site Administrator.

Understanding Site Administration Tools.

Administering SharePoint Roles and Rights.

Managing Content in the Site.

Displaying and Organizing Site Content.

Supporting and Training SharePoint End Users.

Summary.

16. Managing Site, Library, and List Security.

Understanding Site Groups.

Creating a Custom Site Group.

Setting Site Permission Inheritance.

Configuring List and Library Level Security.

Managing Anonymous Access to a Site.

Summary.

17. Home Page Configuration Basics.

Exploring a SharePoint Site Home Page.

Configuring Components on a SharePoint Page.

Changing Views on a SharePoint Page.

Configuring Quick Launch Settings.

Summary.

18. Adding and Linking Web Parts.

Understanding Web Parts.

Adding Web Parts to SharePoint Sites.

Importing Web Parts into a SharePoint Gallery.

Modifying Web Part Views.

Creating Customized XML Web Parts.

Summary.

VI. SITE ADMINISTRATOR LESSONS ON CREATING NEW LISTS, LIBRARIES, PAGES AND SITES.

19. Creating Libraries and Lists.

Creating Document Libraries.

Modifying Document Library Metadata.

Creating Standard Lists.

Summary.

20. Creating Custom Lists and Importing Spreadsheets.

Creating Custom Lists.

Creating and Modifying Columns in a Custom List.

Creating Custom Lists Using Datasheet View.

Importing Spreadsheets into a List.

Summary.

21. Creating Basic and Web Part Pages.

Creating Basic Pages in a SharePoint Site.

Creating Web Part Pages in a SharePoint Site.

Working with Web Part Page Zones.

Summary.

22. Forms in SharePoint.

Understanding SharePoint Forms.

Creating HTML Form Web Parts for SharePoint.

Creating XML Forms in InfoPath.

Filling Out Forms in a SharePoint XML Forms Library.

Summary.

23. Creating Sites.

Understanding the Site-Creation Process.

Understanding Sites and Workspaces.

Creating Sites and Workspaces.

Understanding Default Site Templates.

Creating and Using Customized Site Templates.

Summary.

VII. ADDITIONAL SITE ADMINISTRATION TASKS.

24. Backup Strategies.

Understanding the Backup Process in SharePoint.

Backing Up SharePoint Sites Using FrontPage 2003.

Deleting and Re-creating Sites in Anticipation of a Full Restore.

Restoring Sites from FrontPage Backups.

Backing Up SharePoint Sites with Templates.

Summary.

25. Migrating and Moving Data.

Using STSADM to Move and Back Up Site Collections.

Deleting a Site Collection in Advance of a STSADM Restore.

Restoring a SharePoint Site Collection Using the STSADM Utility.

Migrating SharePoint Site Data Using the SMIGRATE Utility.

Summary.

Index.

Read More Show Less

Preface

Introduction

The primary goal of the book is to provide SharePoint users with a series of short lessons, each designed to take roughly 10 minutes to read, that provide information and examples of the processes that are most important for SharePoint users. Our experiences in the field with organizations of many different sizes (10 users to thousands of users) that use SharePoint helped us determine information that would be the most useful to the broadest audience. We also used feedback from end-user and Site Administrator training classes as well as feedback from public speaking engagements to further fine-tune the lessons.

Who Is This Book For?

This book targets two specific audiences:

  • Users who have had minimal or no exposure to SharePoint—the "end user"
  • Individuals who are tasked with maintaining site collections—the "Site Administrator"

In our experience, we have found that many people tasked to be Site Administrators do not have a significant technology background or training, so the early lessons may also be useful to them. Also, as end users get more sophisticated and familiar with SharePoint's features, they can benefit from the information contained in the latter lessons of the book.

What Does this Book Cover?

The information and examples provided in this book apply to Windows SharePoint Services or SharePoint Portal Server 2003 with SP1 applied. Previous versions of SharePoint—SharePoint Team Services and SharePoint Portal Server 2001—are not covered in this book. The examples in this book were performed on a Windows XP Workstation with Internet Explorer version 6.0. Although other operating systems and Internet browsers can be used to access SharePoint 2003 sites, they may provide slightly different levels of functionality.

Although the lessons and examples given in this book are valid for end users and Site Administrators of SharePoint Portal Server 2003, the portal-level features of SharePoint Portal Server 2003 are not covered in this book.

Goals for Parts I–IV

Parts I–IV of this book are written for end users who are new to the world of SharePoint or who have gaps in their knowledge that they would like to fill. These parts use a fictitious site named "ProServices" to provide examples of the topics being covered that seek to meet the needs of the average end user. Ideally these lessons will be read in order because the skills build upon each other, and jumping between lessons for a new user may not be as effective. More experienced SharePoint end users should be more comfortable browsing to find topics of specific interest.

If you want to follow the steps in the examples, it is recommended that you use a standard blank Team Site rather than a production site. If you don't have a blank Team Site available, request the Site Administrator create one for you and give you Contributor or Administrator rights. If you want to work through Parts V–VII, you will need Administrator rights to the site.

Your site will not look exactly like the one shown in the figures in this book—it contains additional sample documents and data entries that your site will not contain.


Tip - If you find yourself unable to complete a series of steps outlined in Lessons 1–14, check with your Site Administrator to see what might be causing the problem. It will generally be due to a limitation in your rights on the site.

Goals for Parts V–VII

Parts V–VII of this book are geared toward those individuals who have been given the responsibility to administer a Windows SharePoint Services site. The role of the Site Administrator is defined, and the most common tasks you will need to perform as a Site Administrator are detailed in the lessons in this section.

This section of the book only applies to individuals who are given full Site Administrator rights to a site because the majority of all the procedures described require those rights. It is meant to be a guide for you if you are tasked with the creation and customization of a new site for your team or project.

The lessons in Parts V–VII are meant to be read sequentially, but you can also reference them individually, because they are all self-supporting and none of the tasks require any prerequisite steps from earlier lessons. In this way, you can use this portion of the book as a reference guide if you need to look back to recall how to perform a specific task.

Conventions Used in This Book


Note - A note presents interesting pieces of information related to the surrounding discussion.


Tip - A tip offers advice or teaches you an easier way to do something.


Caution - A caution advises you about potential pitfalls you should avoid or take into account.

The ¬ character signifies that the author means for multiple lines of code to appear on the same line.

© Copyright Pearson Education. All rights reserved.

Read More Show Less

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