SharePoint 2010 How-To

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Overview

SharePoint® 2010 How-To

Ishai Sagi

Real Solutions for SharePoint 2010 Users

Need fast, reliable, easy-to-implement solutions for SharePoint 2010? This book delivers exactly what you’re looking for: step-by-step help and guidance with the tasks that users, authors, content managers, and site managers perform most often. Fully updated to reflect SharePoint 2010’s latest improvements, this book covers everything ...

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SharePoint 2010 How-To

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Overview

SharePoint® 2010 How-To

Ishai Sagi

Real Solutions for SharePoint 2010 Users

Need fast, reliable, easy-to-implement solutions for SharePoint 2010? This book delivers exactly what you’re looking for: step-by-step help and guidance with the tasks that users, authors, content managers, and site managers perform most often. Fully updated to reflect SharePoint 2010’s latest improvements, this book covers everything from lists and views to social networking, workflows, and security. The industry’s most focused SharePoint resource, SharePoint 2010 How-To provides all the answers you need—now!

Fast, Accurate, and Easy to Use!

  • Quickly review essential SharePoint terminology and concepts
  • Find, log on to, and navigate SharePoint sites
  • Create, manage, and use list items, documents, and forms
  • Set up alerts to notify you about new or changed content
  • Use views to work with content more efficiently
  • Make the most of search in SharePoint Server and SharePoint Foundation
  • Organize content with lists, document libraries, and templates
  • Use powerful new social networking features, including tagging, NewsFeed updates, and blogs
  • Author and edit each type of SharePoint page
  • Manage site security and control access to specific content
  • Create workflows, track them, and link them to lists or libraries
  • Create Meeting Workspaces for individual projects
  • Customize a site’s appearance, settings, and behavior
  • Work efficiently with SharePoint 2010’s updated interface and new Ribbon

www.extelligentdesign.com

Category: Microsoft Servers/SharePoint

User Level: Beginner–Intermediate

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Product Details

  • ISBN-13: 9780672333354
  • Publisher: Sams
  • Publication date: 9/3/2010
  • Series: How-To Series
  • Pages: 378
  • Sales rank: 90,734
  • Product dimensions: 5.90 (w) x 8.90 (h) x 0.90 (d)

Meet the Author

Ishai Sagi is a Microsoft SharePoint expert who has been working on Microsoft SharePoint products since its initial release in 2001Since then, Ishai has trained numerous end users, administrators, and developers in using Microsoft SharePoint and in developing solutions on the platformIshai is a regular speaker and an “ask the experts” panelist at Microsoft conferences around the world, including in the United States, Australia, Europe, and IsraelIshai manages a SharePoint user group in Canberra, Australia, speaking about Microsoft SharePoint in free, open-to-the-public events every monthFor his effort and contribution to the Microsoft SharePoint community, Ishai has received the Microsoft Most Valuable Professional award (MVP) in 2007, 2008, 2009, and 2010.

Ishai owns his own company, Extelligent Design (www.ExtelligentDesign.com), which is based in Australia and provides training, consulting, and custom development and sells products and solutions for Microsoft SharePointHe also is the author of a SharePoint blog aimed at developers who want to develop code solutions for Microsoft SharePoint at www.sharepoint-tips.com.

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Table of Contents

Introduction 1

Part I Solutions for Readers

Chapter 1 About Microsoft SharePoint 2010

What Is Microsoft SharePoint 2010?

Difference Between SPF and SharePoint Server

What Is Microsoft FAST Search?

How to Tell Whether a Site Is Based on SPF or SharePoint Server

What Is a Site?

What Is a Personal Site?

What Is a Ribbon?

What Is a List?

What Is an External List?

What Is a Document Library?

What Is a Wiki Page Library?

What Is a Form Library?

What Is an Asset Library?

What Is a Slide Library?

What Is a Picture Library?

What Is a View?

What Are Web Parts?

What Are Alerts?

What Is a Site Column?

What Is a Content Type?

What Is Tagging?

What Is Managed Metadata?

What Are Versions?

What Does Check-in/Check-out Mean?

What Is a Workflow?

Chapter 2 Finding Your Way Around a SharePoint Site

Get to a SharePoint Site

Log On with Different Credentials

Sign Out of a Site

Use the Ribbon

Change My Regional Settings

Change My Display Language

Navigate Through a SharePoint Site

Use the Left Navigation Bar

Use the Top Navigation Bar

Use the Breadcrumbs

Use the Navigate Up Breadcrumbs

Chapter 3 Solutions Regarding Files, Documents, List Items, and Forms

See What Lists and Document Libraries Are in a Site

Use Direct Links in the Left Navigation Bar

View All Lists and Libraries

Open a Document for Reading

View Properties of a Document

Using the Documents Ribbon

Using a Drop-down Menu

Send a Link to a File by E-mail

Download a File to Your Computer

Tag a Document, List Item, or Page

Tag an External Site

View/Add Notes to a Document or List Item

View Past Versions of Documents

View Properties of a List Item

View a Microsoft InfoPath Form

Change Sorting and Filtering of a List or Library

Sort

Filter

Switch List Views in Lists and Libraries

Switch to a Datasheet View

Add Totals Calculations to the Datasheet View

Use Alerts

Create an Alert

Modify or Remove an Alert

Manage My Alerts in a Site

Export the Contents of a List to Microsoft Excel

Chapter 4 Searching in SharePoint

Search for Documents and List Items

Search in SPF

Search Options in SharePoint Server

Use the Search Center

Conduct a Federated Search

Use the Advanced Search (in SharePoint Server)

Search for People (in SharePoint Server)

Search SharePoint from Your Desktop

Chapter 5 Social Networking, Personal Sites, and Personal Details in SharePoint Server

Get Started with Social Features

Set Your Status to Let Others Know What You Are Doing

Specify Your Colleagues

View Where You Are in the Organization Hierarchy

Manage Tags and Notes

Add, Edit, and Remove Notes on the Notes Board

View Newsfeed Updates for Your Social Network

Configure Newsfeed Updates for Your Social Network

Create a Personal Site

Get Started with Your Personal Site

Learn Your Way Around a Personal Site

Upload a Document to Your Personal Site

Edit Your Details

Create a Blog

Part II Solutions for Authors and Content Managers

Chapter 6 Creating and Managing Files, List Items, and Forms in SharePoint

Upload a File

Upload a File from the Web Interface

Upload a File from an Office Application

Upload a File Using Web Folders

Upload a Picture to a Picture Library

Create a New Document

Create a New List Item

Fill a Form

Delete a File or List Item

Recover a Deleted File or List Item

Edit the Properties of a File or List Item

Use the Edit Properties Dialog

Use the Inline Editing Interface

Use the Datasheet View to Add, Edit, or Delete Items and Files

Switch to Datasheet View

Add a List Item Using Datasheet View

Add Multiple List Items from Microsoft Excel by Using Datasheet View

Check In and Check Out a File or List Item

Publish a File or List Item

See What Files or List Items Are Checked Out to You

Restore an Earlier Version of a File or List Item

Approve or Reject a File or List Item

See What Files or List Items Are Waiting for Your Approval

Use a Slide Library

Upload Slides to a Slide Library

Use Slides in a Slide Library

Chapter 7 Creating Lists and Document Libraries

Open the Create Dialog for Lists and Libraries

Create a New Document Library

Using the Create Dialog with Silverlight Installed

Using the Create Dialog Without Silverlight Installed

Create a New Folder in a Document Library

Create a New List

Create a New Survey

Add a Column to a List or Document Library

Add a Site Column to a List or Document Library

Choose a Default Value for a Column

Enforce Unique Values on a Column

Enforce Custom Validation on a Column

Choose a Column Type

Single Line of Text

Multiple Lines of Text

Choice Column

Number (1, 1.0, 100)

Currency ($, ¥, €)

Date and Time

Lookup (Information Already on This Site)

Yes/No (Check Box)

Person or Group

Hyperlink or Picture

Calculated (Calculation Based on Other Columns)

Rating Scale

Page Separator

External Data

Managed Metadata

Enforce Custom Validation on a List or Library

Change or Remove a Column in a List or Document Library

Change the Order of Columns in a List or Document Library.

Branching in Surveys

Rename a List or Document Library or Change Its Description

Change the Versioning Settings for a List or Document Library

Set the Versioning Settings for a List

Set the Versioning Settings for a Document Library

Change the Document Template for the New Button in a Document Library

Add a Content Type to a List or Document Library

Remove a Content Type from a List or Document Library

Enable or Disable Folders in a List or Document Library

Chapter 8 Creating List Views

Create a Personal or Public View for a List or Library

Create a Standard View

Create a Calendar View

Create a Gantt View

Create a Datasheet View

Specify Columns for a View to Display

Specify Columns for a Standard View or a Datasheet View

Specify Columns for a Calendar View

Specify Columns for a Gantt View

Specify the Order of the Columns in a View

Specify How Items in a View Are Sorted

Specify How Items in a View Are Filtered

Specify How Items in a View Are Grouped

Specify Totals for a View

Specify a Different Item Style for a View

Specify How Folders Will Be Used in a View

Specify the Item Limit for a View

Enable or Disable Inline Editing in a View

Enable or Disable Selecting Multiple Items in a View

Create Mobile Views

Modify a View

Delete a View

Chapter 9 Authoring Pages

Create a New Page

The Differences Between Different Types of Pages

Create a New Wiki Page

Create a New Web Part Page

Create a New Publishing Page

Edit the Properties of a Page

Edit Properties of a Wiki Page

Edit Properties of a Web Part Page

Edit Properties of a Publishing Page

Change the Page Layout of a Publishing Page

Edit the Contents of a Page

Use the Text Editing Control in a Page

Edit and Format Text

Add a Hyperlink

Add and Edit a Picture

Add and Edit a Table

Use Wiki Syntax to Link to Existing Content and Create Pages

Linking to Existing Content

Creating New Pages

Use the Picture Editing Control in a Page

Add a Web Part

Add a Web Part to a Text Editor Control

Add a Web Part to a Web Part Zone

Choose a Web Part

Use Built-in Web Parts

Use the List View Web Part

Use the Content Editor Web Part

Use the Image Viewer Web Part

Use the Media Web Part in SharePoint Server

Use the Content Query Web Part in SharePoint Server

Modify a Web Part

Modify a Web Part’s Title

Modify a Web Part’s Title Bar and Border Settings

Modify or Remove the Link for the Web Part’s Title

Move a Web Part in a Page

Reuse a Web Part (Export/Import)

Export a Web Part

Import a Web Part

Publish a Page

Discard the Check-out of a Page

Compare Versions of a Page

Chapter 10 Managing Security

See What Permissions Are Set

Check Permissions on Files and List Items

Check Permissions on Lists and Libraries

Read the Permissions Page

Check the Permissions for a Specific User or Group

Grant Permissions to a File or List Item

Change a User’s or Group’s Permissions on a File or List Item

Grant Permissions on a List or Library

Change a User’s Permissions on a List or Library

See Who Is a Member of a SharePoint Group

Configure Access Requests for Lists and Libraries

Chapter 11 Workflows

Start a Workflow

Track the Progress of a Workflow

Associate a Workflow with a List or Library

Part III Solutions for Site Managers

Chapter 12 Creating Subsites

Create a Subsite

Create a Subsite with Microsoft Silverlight Installed

Create a Subsite Without Microsoft Silverlight Installed

Create a Team Site

Create an Enterprise Wiki Site in SharePoint Server

Create a Blog Site

Create an Event with a Website

Create an Agenda

Invite Attendees

Chapter 13 Customizing a SharePoint Site

Open the Site Settings Page

Change the Name, Description, Icon, or URL of a Site

Change the Look of a Site by Using Themes

Change the Home Page of a Site

Modify the Top or Left Navigation Bar

Modify the Top or Left Navigation Bar in a Non-Publishing Site

Modify the Top or Left Navigation Bar in a Publishing Site

Create a Site Column

Create a Content Type

Modify a Content Type

Chapter 14 Managing Site Security

Get to a Site’s Permission Management Page

Get to a Site’s People and Groups Settings Page

Check What Permissions a User or a Group Has on a Site

Assign Users’ Permissions on a Site

Add or Remove Users in a SharePoint Group

Add Users’ Permissions Directly to or Remove Them from a Site

Change Permissions of Users or SharePoint Groups in a Site

Create a SharePoint Group for a Site

Edit a SharePoint Group’s Settings

Create Permission Levels for a Site

Part IV Appendixes

Appendix A Common Keyboard Shortcuts

Using Keyboard Shortcuts

Keyboard Shortcuts for Anyone Using a SharePoint Site

General Shortcuts

Top Navigation

List or Library Views

Ribbon Shortcuts

Keyboard Shortcuts for Authors and Editors

Editing List Items or File Properties

Editing Pages in a Web Part Tool Pane

All Site Content Page

Using the Rich Text Editor

Appendix B Useful Links

Useful Links for Anyone Using a SharePoint Site

Useful Links for Authors and Editors

Useful Links for Site Managers

9780672333354 TOC 7/21/2010

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