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Microsoft® SharePoint® 2010 Plain & Simple

Book Description

Learn the simplest ways to get things done with Microsoft SharePoint 2010!

Here's WHAT You'll Learn

  • Manage and share team information in one location

  • Use project task lists to organize people and processes

  • Create libraries for documents, media, slides, and more

  • Work seamlessly with Microsoft Office

  • Find content quickly with the Search Center

  • Add SharePoint blogs, wikis, and personal sites

  • Here's HOW You’ll Learn It

  • Jump in whenever you need answers

  • Easy-to-follow STEPS and SCREENSHOTS show exactly what to do

  • Handy TIPS teach new techniques and shortcuts

  • Quick TRY THIS! exercises help apply what you learn right away

  • Table of Contents

    1. Microsoft® SharePoint® 2010 Plain & Simple
    2. Dedication
    3. Acknowledgments
    4. 1. About This Book
      1. No Computerspeak!
        1. Just Essential Tasks
        2. ...And the Easiest Way to Do Them
      2. A Quick Overview
      3. A Few Assumptions
      4. A Final Word (or Two)
    5. 2. What’s New and Improved in SharePoint 2010?
      1. New Functionality
        1. Microsoft Access Services
        2. Business Connectivity Services
        3. Digital Asset Manager
        4. Read-Only Databases
        5. Records Management
        6. Microsoft Visio Services
        7. Coauthoring
        8. Windows 7 Search
        9. Tag Profiles
        10. Chart Web Parts
      2. Improved Functionality
        1. User Interface
        2. Enterprise Search
        3. Excel Services
        4. Large List Scalability and Management
        5. Improved Backup and Restore
        6. Themes
        7. PerformancePoint Services
        8. Social Computing
        9. Microsoft Word Automation Services
        10. SharePoint Workspaces
    6. 3. Getting Started with SharePoint Sites
      1. Understanding Sites
        1. Access a SharePoint Site
      2. Creating a SharePoint Site Based on a Template
        1. Create a Site Based on the Team Site Template
      3. Locating Items on a Team Site
      4. Working with Workspaces
        1. Create a Document Workspace
      5. Changing a Site’s Look and Feel
        1. Change the Title and Description of Your Site
        2. Turn Off the Quick Launch Bar
        3. Change the Color Theme of the Site
      6. Viewing Site Content
        1. View All Site Content
      7. Saving a Site Template
        1. Save a Site as a Template
    7. 4. Organizing and Managing Information
      1. Introducing Site Columns and Content Types
      2. Managing Site Columns
        1. Open Site Columns
        2. Browse Site Columns
        3. Create a Site Column
        4. Edit Site Columns
      3. Managing Content Types
        1. Access Content Types
        2. Inspect Content Types
      4. Customizing Document Templates with Content Types
        1. Associate a Document Template with a Content Type
      5. Working with Workflows
      6. What Are Workflows?
        1. Associate a Workflow with a Library
        2. Start a Workflow
        3. Check the Status of a Running Workflow
    8. 5. List and Library Essentials
      1. Creating and Deleting Lists
        1. Create a List or Library
        2. Delete a List or Library
      2. Adding, Editing, and Deleting List Items
        1. Add a List Item
        2. Edit an Item
        3. Delete an Item
      3. Organizing Items with Folders
        1. Create a Folder
      4. Working with List Columns
        1. Create a Column
        2. Edit Column Settings
        3. Delete a List Column
      5. Using List and Column Validation Rules
        1. Add a Validation Rule to a Column
        2. Add a Validation Rule to a List
      6. Sorting and Filtering Lists
        1. Sort a List
        2. Filter a List
      7. Working with List Views
        1. Create a List View
        2. Select a List View
        3. Sort a List View
        4. Filter a List View
    9. 6. Working with Documents
      1. Managing Documents with a Document Library
        1. Create a Document Library
      2. Customizing Document Templates
        1. Modify the Document Template for a Document Library
        2. Modify the Document Template for a Content Type
      3. Uploading Multiple Documents
        1. Upload Multiple Files with Internet Explorer
        2. Upload Multiple Files with Windows Explorer
      4. Checking Documents In and Out
        1. Display the Check Out Status on a Document Library View
        2. Check Out a Document
        3. Check In a Document
        4. Require Document Check Out on a Library
      5. Tracking Documents with Document IDs
        1. Enable the Document ID Service
        2. Configure Document ID Settings
        3. Locate the Document ID on a Document
        4. Use the Find By Document ID Web Part
      6. Using Send To Locations
        1. Use the Send To Menu
        2. Add a Custom Send To Location
      7. Introducing Document Sets
        1. Enable the Document Sets Site Collection Feature
        2. Configure Document Set Options
        3. Enable Document Sets on a Document Library
        4. Create a Document Set
    10. 7. Working with Media
      1. Getting Started with Media Sharing
        1. Enable the Publishing Infrastructure Feature
        2. Enable the SharePoint Server Publishing Feature
      2. Introducing the Asset Library
        1. Create an Asset Library
      3. Organizing with Keywords and Metadata
        1. Enable Enterprise Keywords
        2. Enable Metadata Navigation
      4. Tagging and Uploading Media Files
        1. Tag Files with Windows Explorer
        2. Upload Files to an Asset Library
      5. Using SharePoint Assets from Microsoft Office
        1. Connect an Asset Library to Office
        2. Insert Pictures or Video into PowerPoint
      6. Adding Media to a SharePoint Page
        1. Insert a Picture from SharePoint
        2. Insert a Video with the Media Web Part
    11. 8. Using Information Management Policies
      1. Getting Started with Information Management Policies
      2. Using Auditing Policies
        1. Enable Auditing
        2. View an Audit Report
      3. Adding a Document Label Policy
        1. Enable Document Labels
        2. Insert a Label in a Document
      4. Working with a Document Barcode Policy
        1. Enable Document Bar Codes
        2. Insert a Barcode in a Document
      5. Setting an Expiration Policy
        1. Enable an Expiration Policy
    12. 9. Organizing People and Work
      1. Creating a Project Schedule with the Project Tasks List
        1. Create a Project Task List
        2. Add a Project Task
        3. Update Multiple Tasks with the Datasheet
        4. Zoom the Gantt View
        5. Configure Task Columns
      2. Scheduling Events with the Calendar List
        1. Create a Calendar List
        2. Switch Calendar Views
        3. Schedule a Meeting
      3. Using the Issues List
        1. Create an Issues List
        2. Configure Issue Categories
      4. Enhancing Communication with the Discussion List
        1. Create a Discussion List
        2. Start a Discussion Thread
        3. Reply to a Discussion Thread
      5. Synchronizing Project Tasks with Microsoft Project
        1. Sync with a Tasks List
        2. Manage Synchronization Fields
    13. 10. Using SharePoint with Office 2010
      1. Connecting SharePoint Libraries to Office
        1. Add a Quick Link to a SharePoint Site
        2. Save a Document to a SharePoint Site
        3. Manage SharePoint Site Quick Links
      2. Connecting a SharePoint Calendar to Outlook
        1. Connect a Calendar List to Outlook
        2. Copy or Move SharePoint Calendar Items to Outlook
      3. Archiving Outlook E-Mail in SharePoint
        1. Add Outlook E-Mail Messages to a Discussion List
      4. Sharing PowerPoint Slides with a Slide Library
        1. Create a Slide Library
        2. Publish Slides from PowerPoint
        3. Copy Slides to a PowerPoint Presentation
      5. Broadcasting a PowerPoint Presentation
        1. Broadcast a Slide Show
      6. Importing and Exporting Lists to Excel
        1. Import a Spreadsheet to SharePoint
        2. Export a List to Excel from SharePoint
        3. Export a Table from Excel to SharePoint
      7. Connecting Access and SharePoint
        1. Opening a SharePoint List in Access
      8. Introducing SharePoint Workspace
        1. Create a Workspace Account
        2. Sync to SharePoint Workspace
    14. 11. Collaborating with Blogs
      1. What’s Where in a Blog Site
      2. Creating a Blog Site
        1. Create a Blog Site from Your SharePoint Profile
      3. Change Your Blog Picture and Description
        1. Change Your Blog Picture
        2. Edit Your Blog Description
      4. Using Categories
        1. Create a New Category
        2. Edit a Category
      5. Managing Blog Posts
        1. Create a Blog Post
        2. Publish a Blog Post Previously Saved as a Draft
      6. Managing Blog Comments
        1. Add a Comment
        2. View, Edit, or Delete Comments
      7. Subscribing to a Blog RSS Feed
        1. Subscribe to RSS
      8. Using Desktop Blogging Tools to Publish Blog Posts
        1. Publish a Blog Post from Microsoft Word
    15. 12. Security Within SharePoint 2010
      1. Understanding SharePoint Security
      2. Adding People to Groups
        1. Add People to Groups
      3. Creating Groups
        1. Create a Group
      4. Granting Permissions to an Individual
        1. Grant an Individual Permissions
      5. Breaking Inheritance
        1. Break Inheritance
      6. Granting Access to Lists, Libraries, and Individual Items
        1. Grant Access to a List or Library
        2. Grant Access to Individual Items
      7. Removing Security
        1. Remove Someone from a Group
        2. Remove a Group’s Site Permissions
      8. Checking Permissions
        1. View Permissions on a Library
        2. Check Permissions for a User
    16. 13. Using Personal Sites and Social Networking
      1. Introducing My Site
        1. Open Your My Site
      2. Editing Your User Profile
        1. Edit Your User Profile
      3. Uploading Content
        1. Upload Content to Your My Site Shared Documents
        2. Upload Content to Your My Site Personal Documents
      4. Tracking Colleagues
        1. Add a Colleague
        2. Edit Colleague Information
        3. Remove a Colleague
      5. Updating Your Status
        1. Update Your Status
        2. View Colleague Status
      6. Using Your Note Board
        1. Create a Note on Content Within SharePoint
        2. Add the SharePoint Tags And Notes Tool to Your Favorites
        3. Add a Note to Content on an External Site
        4. View Notes
    17. 14. Searching for Information
      1. Introducing Search Center
        1. Create a Search Center
        2. Access a Search Center
        3. Perform a Search with Search Center
      2. Using Search Scopes
        1. Create a Search Scope
        2. Add Rules to a Search Scope
      3. Using Refiners
        1. Use Refiners
      4. Setting Up Best Bet Results
        1. Create a Best Bet
      5. Subscribing to Search Results as an RSS Feed
        1. Subscribe to Search Results as an RSS Feed
        2. View Search Feeds in Internet Explorer 8
        3. View Search Feed in Outlook 2010
      6. Using Advanced Search
        1. Use Advanced Search
    18. A. About the Authors
    19. Index
    20. About the Authors
    21. Copyright