Need answers quickly? SharePoint 2013 on Demand provides those answers in a visual step-by-step format. We will show you exactly what to do through lots of full color illustrations and easy-to-follow instructions.
Inside the Book
• Take a tour of SharePoint to see what you do
• Create a SharePoint site from built-in templates
• Use Newsfeed and My Site to stay connected with social networking
• Create a blog and community site to collaborate and share ideas
• Create lists and libraries to store data and documents on a site
• Add built-in apps, or ones from the SharePoint Store, to a site for extended functionality
• Synchronize documents to a SkyDrive on SharePoint
• Work with Office programs and documents on SharePoint
• Upload and use documents and media files on pages
• Customize pages with web and app parts
• Change site permissions for enhanced security
Illustrations with matching steps
Tasks are presented on one or two pages
Numbered Steps guide you through each task
Did You Know? alerts you to tips and techniques
See Also points you to related information in the book
Bonus Online Content
Register your book at queondemand.com to gain access to:
• Example files
• Keyboard shortcuts
Visit the author site: perspection.com
About the Author
Steve Johnson has written more than 80 books on a variety of computer software, including Adobe Photoshop CC, Adobe InDesign CC, Adobe Illustrator CC, Adobe Dreamweaver CS6, Adobe Edge Animate, Adobe Flash Professional CS5, Microsoft Windows 8, Microsoft Office 2013 and 2010, Microsoft Office 2008 for the Macintosh, and Apple OS X Mountain Lion. In 1991, after working for Apple Computer and Microsoft, Steve founded Perspection, Inc., which writes and produces software training. When he is not staying up late writing, he enjoys coaching baseball, playing golf, gardening, and spending time with his wife, Holly, and three children, JP, Brett, and Hannah. Steve and his family live in Northern California, but can also be found visiting family all over the western United States.
Table of Contents
1 Getting Started with SharePoint 1
Introducing SharePoint 2
Understanding How SharePoint Works 3 New!
Preparing to Use SharePoint 4
Using SharePoint or Office 365 Sites 6 New!
Accessing SharePoint 8 New!
Viewing the SharePoint Window 10 New!
Getting Around SharePoint 12
Using the SharePoint Ribbon 13
Choosing SharePoint Commands 14 New!
Viewing and Editing SharePoint Settings 15
View and Edit Your Profile 16 New!
Getting Help While You Work 18
Exiting SharePoint 20
2 Touring a SharePoint Site 21
Exploring SharePoint Sites 22 New!
Opening a SharePoint Site 24
Touring a Team Site 26
Touring a Public Website 28
Touring SkyDrive 30 New!
Touring Newsfeed 32 New!
Touring People Contacts 34
Touring Calendar 36
Touring Outlook Email 38
Touring Admin Settings 40
3 Creating a SharePoint Site 43
Creating a SharePoint Site 44 New!
Viewing a Site Window 46
Getting Around a Site 48
Viewing Site Content 50
Changing a Site Title and Logo 52
Changing the Look of a Site 53 New!
Changing Language and Regional Settings 54
Changing and Creating Navigation Links 56
Using Navigation Aids 58
Searching for Site Content 60 New!
Opening or Adding Site Pages 62
Working with Site Pages 64
Viewing a Site Hierarchy 66
Managing Site Features 67
Exploring Site Features 68
Sharing a Site 70 New!
Saving a Site as a Template 71
Deleting a SharePoint Site 72
Using Site Closure and Deletion Settings 74
4 Working with Apps 75
Exploring SharePoint Apps 76 New!
Viewing Your Apps 78 New!
Adding Apps 80 New!
Removing Apps 82 New!
Opening Apps 84 New!
Viewing and Finding App Content 86 New!
Adding App Content 87 New!
Working with App Content 88 New!
Changing App Settings 90 New!
Changing App Advanced Settings 92 New!
5 Working with Lists and Libraries 95
Creating Lists and Libraries 96
Creating Custom Lists 98
Importing a Spreadsheet in a List 99
Creating External Lists 100
Deleting and Restoring Lists and Libraries 102
Adding and Editing List Items 104 New!
Deleting and Restoring List Items 106
Viewing and Creating Site Columns 108
Creating Columns 110
Editing and Deleting Columns 112
Sorting and Filtering Columns 114
Adding Validation Rules 116
Setting Versioning Options 118
Organizing Items with Folders 120
Creating, Modifying, and Selecting Views 122
Sorting and Filtering Views 124
Customizing Views 126
6 Working with Documents 129
Creating a Document Library 130
Viewing a Document Library 132
Uploading Documents 134 New!
Creating New Documents 136
Creating Document Sets 138
Selecting Documents 140
Finding Documents 141
Moving Documents into Folders 142
Moving Document to Other Locations 144
Deleting and Restoring Documents 146
Viewing or Changing Document Properties 148
Checking Documents In and Out 150
Publishing and Approving Documents 152
Editing Documents 154
Managing Document Versions 155
Sharing Documents 156 New!
Downloading Documents 158
7 Working with SkyDrive Documents 159
Accessing SkyDrive Documents 160 New!
Syncing SkyDrive Documents 162 New!
Changing SkyDrive Sync Options 164 New!
Sharing SkyDrive Documents 166 New!
Managing SkyDrive Document Versions 167 New!
Following SkyDrive Documents 168 New!
8 Working with Office Documents 171
Using SharePoint with Office 172 New!
Connecting Office to SharePoint 174 New!
Managing Connections to Office 176 New!
Connecting Calendars or Email to Outlook 178
Exporting List Data to Excel 180 New!
Exporting or Linking List Data to Access 182
Connecting Tasks List Data to Project 183 New!
Saving and Opening Office Documents on SharePoint 184 New!
Comparing the Office Desktop App to the Web App 186 New!
Working with Office Web Apps 188 New!
Saving or Printing in Office Web Apps 190 New!
Co-authoring Documents with Office Web Apps 192 New!
Blocking Co-authoring Documents 194 New!
9 Working with Media Assets 195
Creating an Asset Library 196 New!
Viewing an Asset Library 197
Uploading Media Files 198 New!
Adding Keywords to Media Files 200
Changing Media Properties 202 New!
Capturing a Video Thumbnail 204 New!
Previewing a Video 205 New!
Inserting Video and Audio to a Page 206 New!
Inserting Pictures to a Page 208
Inserting Links to a Page 210
Inserting Embed Code to a Page 212 New!
Inserting Tables to a Page 213
10 Working with Web and App Parts 215
Exploring Web and App Parts 216 New!
Viewing and Editing the Web Part Gallery 220
Adding Web Parts to a Page 222
Personalizing a Page with Web Parts 224
Adding App Parts to a Page 226 New!
Connecting Web or App Parts 227 New!
Changing Web or App Part Properties 228 New!
Deleting Web or App Parts 230 New!
Minimizing Web or App Parts 231 New!
Uploading Web Parts 232
Exporting Web Parts 234
11 Working with Projects Tasks 235
Creating a Project Site 236 New!
Creating a Tasks List 238
Viewing a Tasks List 239 New!
Creating Tasks 240 New!
Adding Tasks to the Timeline 242 New!
Viewing Tasks 244 New!
Editing Tasks 246
Managing Tasks 248
Creating a Calendar 250
Scheduling Calendar Events 252
Tracking Issues 254
Creating a Contacts List 256
Automating Tasks with Workflows 258
Creating Workflows 259
Starting Workflows 260
Changing Workflow Settings 261
Checking Workflow Status 262
Using SharePoint Designer or Visio 264 New!
12 Collaborating and Sharing Information 265
Creating a Blog Site 266 New!
Using the Personal Blog Site 267
Customizing a Blog Site 268
Creating Blog Posts 269
Managing Blog Posts 270
Posting Blog Comments 271
Creating a Community Site 272 New!
Adding Users to a Community Site 273
Creating and Assigning Badges 274 New!
Tracking Reputation Ratings 276 New!
Creating a Discussion Board 278
Creating Discussions 279
Participating in Discussions 280
Creating and Making Announcements 282
Creating a Survey 284
Taking a Survey 286
13 Keeping Connected 287
Opening My Personal Site 288 New!
Using My Personal Site 290
Getting Social with Newsfeed 292 New!
Changing Newsfeed Settings 294 New!
Finding and Following People 296 New!
Mentioning People 298 New!
Adding and Tracking Tags 300 New!
Adding and Tracking Notes 302
Creating and Managing Alerts 304
Connecting to RSS Feeds 306
Emailing Links 308
Working on Mobile Devices 309
14 Working with Websites 311
Creating a Publishing Site 312 New!
Making a Home Page 313
Opening Pages 314
Working with Master Pages 315
Adding Pages 316
Adding Page Content 318
Changing Page Properties 320
Previewing and Publishing Pages 322
Creating a Public Site 323
Changing the Public Site Domain 324
Viewing the Public Site 325
Changing Public Site Design 326
Changing Public Site Elements 328
Editing Public Site Pages 330
Publishing Public Site Pages 331
Making the Public Site Online 332
15 Changing Security and Search Settings 333
Working with Permissions 334
Viewing Site Permissions 335
Adding Users to Groups 336
Creating a Group 337
Granting Permissions 338
Stoping Permission Inheritance 340
Editing Permissions 342
Checking Permissions 343
Removing Permissions 344
Using a Search Center 346 New!
Creating a Search Center 347 New!
Searching from a Search Center 348 New!
Refining Searches 350 New!
Performing Advanced Searches 351
Setting Search Preferences 352
Creating Search Alerts 353
Associate a Search Center to a Site 354
16 Creating Access Web Apps for SharePoint 355
Creating a Web App 356 New!
Opening a Web App 358 New!
Adding Tables and Data to a Web App 360 New!
Viewing and Editing Data in a Web App 362 New!
Creating a View in a Web App 364 New!
Modifying a Web App 366 New!
Changing Properties in a Web App 368 New!
Creating Actions in a Web App 370 New!
Creating Database Objects in a Web App 372 New!
Using the Navigation Pane with Web Apps 373 New!
Launching a Web App in a Web Browser 374 New!
Packaging a Web App 376 New!
Uploading a Web App to SharePoint 377 New!
New Features 379 New!