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Microsoft® SharePoint® 2010: Creating and Implementing Real-World Projects

Book Description

Build effective solutions for real-world business scenarios—using out-of-the-box tools in Microsoft SharePoint Server, SharePoint Foundation, and Office 365. Each chapter in this hands-on book focuses on a single business project, using a standard approach to guide you through the solution-building process from start to finish. Apply your skills as a SharePoint power user or site administrator—and get started now.

Tackle 10 common business problems with proven SharePoint solutions

  • Set up a help desk solution to track service requests

  • Build a modest project management system

  • Design a scheduling system to manage resources

  • Create a site to support geographically dispersed teams

  • Implement a course registration system

  • Build a learning center with training classes and resources

  • Design a team blog platform to review content

  • Create a process to coordinate RFP responses

  • Set up a FAQ system to help users find answers quickly

  • Implement a cost-effective contact management system

  • Table of Contents

    1. Microsoft® SharePoint® 2010: Creating and Implementing Real-World Projects
    2. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    3. Introduction
      1. Who Should Read This Book
        1. Assumptions
      2. Organization of This Book
      3. Setting Expectations
        1. What Is a Real-World Scenario?
      4. Introduction to SharePoint
        1. What Is SharePoint?
          1. Sites
          2. Communities
          3. Composites
          4. Content
          5. Insights
          6. Search
        2. Different SharePoint Versions
          1. SharePoint Online
          2. SharePoint Foundation Server
          3. SharePoint Server
        3. SharePoint Environment Used for This Book
    4. Acknowledgments
    5. Errata & Book Support
      1. We Want to Hear from You
      2. Stay in Touch
    6. 1. Building a Project Management Solution
      1. Identifying the Business Problem
        1. Data, Data, and More Data
        2. It’s All in Our Minds
        3. I Don’t Have Time to Learn New Products
        4. Summarizing the Business Problem
      2. Gathering Information
        1. System Users
          1. Project Committee
          2. Project Managers
          3. Project Resources
        2. Different Users Working Together
        3. Solution Data
        4. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Single Site Collection
          2. Site-Level Permissions Management
          3. Solution Templates
          4. Project Site Modifications
          5. Solution Navigation
          6. Solution Content Metadata
          7. Solution Branding
        2. Site Wireframes
          1. Project Management Landing Page
          2. Project Template
      4. Building the Solution
        1. Projects Home Page: Project Central
          1. Create the Site Collection
          2. Create Site Lists and Libraries
          3. Customizing Site Lists and Libraries
          4. InfoPath Customizations
          5. Design the Site
          6. Customize the Quick Launch
          7. Add and Configure Web Parts
          8. Configure Site Permissions
        2. Project Site Template
          1. Create Template Site
          2. Delete Unused Content and Update Existing Lists
          3. Create Custom Content Types for Project Documents
          4. Create Custom List Template for Project Documents
          5. Create Lists
          6. Organize the Home Page Layout
          7. Customize the Active Tasks Web Part
          8. Update Site Theme
          9. Save Site as Template
        3. Creating a New Project
          1. Create a New Site
          2. Add a New Entry to the Project Status List
        4. Solution in Action
      5. Managing the Solution
        1. Permissions Management
        2. Content Management
        3. Updating the Template
        4. Other Potential Concerns
      6. Reviewing the Platform
        1. Multiple Site Collections Required
        2. Using SharePoint Foundation
        3. Using SharePoint Online with Office 365
        4. Using SharePoint Server Standard
        5. Additional Customizations
      7. Summary
    7. 2. Building a Training Registration Management System
      1. Identifying the Business Problem
        1. Low Registration
        2. Trainer Overhead
        3. Report on Training Data
        4. Summarizing the Business Problem
      2. Gathering Information
        1. System Users
          1. All Employees
          2. Human Resources
          3. Trainers
        2. Solution Data
        3. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. InfoPath Forms Services
          2. Custom List to Store Class Information
          3. Permissions
          4. Data Thresholds
        2. Solution Wireframes
          1. Training Home
          2. My Registration
          3. Class Information
          4. History
          5. Manage Attendees
      4. Building the Solution
        1. Building the Training Site
          1. Replace the Site Logo
          2. Delete the Press Releases Site
        2. Creating a Class List
          1. Create the List
          2. Create the Columns
          3. Create the Views
          4. Create the Custom View Form
          5. Create the Custom Edit Form
        3. Creating the Registration Form Library
          1. Create Form
          2. Add the CourseID Field
          3. Add the User Field
          4. Publish the Form to the Training Site
          5. Add the Data Connections
          6. Configure the Conditional Formatting
          7. Configure the Register Button
          8. Add the Form Web Part to the List View
        4. Creating and Configuring Pages
          1. Create Additional Columns
          2. Create the Custom Workflow
          3. My Registrations Page
          4. Manage the Registration Page
          5. Create the New Course Page
          6. Edit a Course
          7. History Page
          8. Home Page
          9. Check In, Publish, and Approve Pages
          10. Site Navigation
      5. Managing the Solution
        1. Permissions Management
        2. Delete Requirements
        3. Registration Notification
      6. Reviewing the Platform
        1. If You Are Using SharePoint Foundation
        2. If You Are Using SharePoint Online with Office 365
        3. If You Are Using SharePoint Server Standard
        4. Additional Customizations
      7. Summary
    8. 3. Building a Basic FAQ Solution
      1. Identifying the Business Problems
        1. Self-Service Access to Common Information
        2. Extended Time on Help Desk Calls
        3. Support for Third-Party Vendors and Partners
        4. Summarizing the Business Problems
      2. Gathering Information
        1. System Users
          1. All Employees and Partners
          2. Help Desk Support Team
        2. Solution Data
        3. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. SharePoint Foundation
          2. Single Site Collection
          3. Permissions
        2. Solution Wireframes
          1. FAQ Home Page
          2. FAQ Item View Page
          3. Help Me Page
      4. Building the Solution
        1. Build the FAQ Site
          1. Change the Site Logo and Theme
        2. Create and Customize the FAQs List
          1. Create the Columns
        3. Customize the Shared Documents List
        4. Customize the Links List
        5. Create and Customize the Help Me List
          1. Create the Columns
          2. Configure the Workflow
          3. Workflow in Action
        6. Design the List View Page
        7. Design the Help Me Page
        8. Design the Home Page
      5. Managing the Solution
      6. Reviewing the Platform
        1. If You Are Using SharePoint Online with Office 365
        2. If You Are Using SharePoint Server Standard
        3. If You Are Using SharePoint Server Enterprise
      7. Additional Customizations
      8. Summary
    9. 4. Building a Learning Center
      1. Identifying the Business Problems
        1. Linking Content to Classes
        2. Unable to Find New Classes in Real Time
        3. Provisioning Class-Related Infrastructure
        4. Summarizing the Business Problems
      2. Gathering Information
        1. Class Presenter
        2. Attendee
        3. Learning Center Administrator
      3. Designing the Solution
        1. Content Infrastructure
        2. Initialization Workflow
        3. Document Sets (SharePoint Server Feature)
        4. Solution Data
        5. Association Design Decisions
          1. Class as Parent
          2. Class as Child
          3. Association Decision
        6. Cascading and Restricted Deletion
      4. Building the Solution
        1. Build the Learning Center Site
        2. Create Class Calendar
          1. Create the Calendar
          2. Create the Columns
          3. Create the Views
        3. Create Announcements List
          1. Create the List
          2. Create the Columns
          3. Create the Alerts (Optional)
          4. Add List View Web Part to Page
        4. Create Announcement Workflow
          1. Create the Workflow
        5. Create Class Documents Library
          1. Create the Document Library
        6. Create Class Discussions Board
          1. Create the Discussion Board
        7. Create Class Links List
          1. Create the List
          2. Create the Columns
          3. Implement the Workflow
        8. Finish Classes Calendar
          1. Create the Columns
          2. Add List Web Part to Page
        9. Implement Class-Initialization Workflow
          1. Implement the Workflow
        10. Implement Security and Permissions (Optional)
          1. Create the Permission Level
          2. Assign the Permission Level
        11. End Result
      5. Reviewing the Platform
        1. Using SharePoint Online with Office 365
        2. Using SharePoint Server Standard
        3. Using SharePoint Server Enterprise
      6. Summary
    10. 5. Building a Help Desk Solution
      1. Identifying the Business Problems
        1. Track Service Requests
        2. Service Requests Not Worked On in a Timely Manner
        3. End Users Aren’t Updated on Status
        4. Summarizing the Business Problems
      2. Gathering Information
        1. End User
        2. Help Desk User
        3. IT Manager
      3. Designing the Solution
        1. Designing Workflows
          1. Visio to SharePoint Designer
        2. Targeting Content
        3. Solution Data
      4. Building the Solution
        1. Build Help Desk Site
        2. Create Pages Document Library
          1. Create the Document Library
          2. Create the User Pages
          3. Modify the Quick Launch
        3. Create Service Requests List
          1. Create the List
          2. Create the Columns
          3. Create the Views
        4. Create Service Request Tasks List
          1. Create the List
          2. Create the Columns
          3. Create the Views
        5. Create Service Request Workflow
          1. Create the Workflow
          2. Integrate with External Workflow (Informational)
          3. Export Workflow: SharePoint Designer to Visio (Optional)
          4. Export Workflow: Visio to SharePoint Designer (Optional)
        6. Configure Wiki Pages
          1. Add List Web Part to Page
          2. Configure Audiences on Web Part (Optional)
        7. End Result
      5. Reviewing the Platform
        1. Using SharePoint Foundation
        2. Using SharePoint Online with Office 365
        3. Using SharePoint Server Enterprise
      6. Summary
    11. 6. Building a Remote Teams Activity Site
      1. Identifying the Business Problems
        1. Calendar Review
        2. Permissions Controls
        3. Team Site Individuality
        4. Summarizing the Business Problems
      2. Gathering Information
        1. All Employees
        2. Team Members
        3. Management Content Authors
        4. Solution Data
        5. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Setting Permissions
          2. Clarifying Event Activities
          3. Content Security
        2. Solution Wireframes
          1. Group Activity Site
          2. Team Activity Site
      4. Building the Solution
        1. Build the Team Activity Site
        2. Create Team Subsites
          1. Creating Subsites
        3. Add Calendar to Team Site Page
          1. Cleaning Up Unused Web Parts
          2. Adding Calendar Items
        4. Edit Activity Site Calendar View
        5. Create a Calendar Overlay
        6. Establish Site Permissions
          1. Breaking Inheritance for the Team Sites
          2. Creating New Groups and Setting Site Permissions for Team Sites
      5. Managing the Solution
      6. Reviewing the Platform
        1. If You Are Using SharePoint Foundation or SharePoint Server Standard
        2. If You Are Using SharePoint Online with Office 365
        3. Additional Customizations
      7. Summary
    12. 7. Building a Team Blog Platform
      1. Identifying the Business Problems
        1. Peer Review
        2. Content Approval
        3. Personal View of Content
        4. Tagging Through Categories
        5. Ratings
        6. Content Syndication (RSS)
        7. Summarizing the Business Problems
      2. Gathering Information
        1. System Users
          1. All Employees
          2. Content Authors
          3. Peer Reviewers
          4. Content Approvers
        2. Solution Data
        3. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Setting Permissions
          2. Clarifying Workflow Activities
          3. Content Security
        2. Solution Wireframes
          1. Blog Home
          2. My Posts Page
      4. Building the Solution
        1. Build the Blog Site
        2. Establish Blog Permissions
          1. Breaking Inheritance for the Blog Site
          2. Creating New Groups and Setting Site Permissions for Blog Participants
          3. Enabling Anonymous Access to the Blog
        3. Modify the Posts List
          1. Creating a Column
          2. Creating the Review and Approval Workflow
          3. Creating the Personal View
        4. Modify Categories (Tags)
        5. Add Ratings
        6. Configure RSS
      5. Managing the Solution
      6. Reviewing the Platform
        1. If You Are Using SharePoint Foundation or Standard
        2. If You Are Using SharePoint Online with Office 365
        3. Additional Customizations
      7. Summary
    13. 8. Building an RFP Response Solution
      1. Identifying the Business Problems
        1. Notification of New Request
        2. Initiate the Response Content
        3. Review and Approve the Response
        4. Summarizing the Business Problems
      2. Gathering Information
        1. System Users
          1. Sales
          2. Practice Leads
          3. Estimators and Subject Matter Experts
          4. Approvers
          5. Management
        2. Process Flow
        3. Solution Data
          1. RFP Request Documents
          2. RFP Response Documents
        4. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Site Taxonomy
          2. Site Templates
          3. List Templates
          4. Permissions
          5. Data Thresholds/Scalability
        2. Solution Wireframes
      4. Building the Solution
        1. Build RFP Site
          1. Creating an RFP Notification Security Group
        2. Create Site Columns and Content Types
          1. Practices, Estimates, and Approvers
          2. Creating the Site Columns
          3. Creating the RFP Content Type
          4. Creating the Deliverable Content Type
          5. Creating a Notification Workflow for RFPs
        3. Create RFPs Library
          1. Content Types
          2. Creating the Library
          3. Configuring the Library for Content Types
          4. Creating the Views
          5. Creating a Notification Workflow
          6. Creating a Process Workflow
        4. Create Pages
          1. Configuring the Home Page
          2. Customizing the Quick Launch
      5. Managing the Solution
        1. Permissions Management
        2. The Business Process
      6. Reviewing the Platform
        1. Additional Customizations
      7. Summary
    14. 9. Building a Contact Management Solution
      1. Identifying the Business Problems
        1. Consistent and Available Data
        2. Tracking Activity
        3. Personalization of Data
        4. Summarizing the Business Problems
      2. Gathering Information
        1. System Users
          1. All Users
          2. Sales Resources
        2. Solution Data
        3. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Site Taxonomy
          2. Site Templates
          3. List Templates
          4. Permissions
          5. Data Thresholds/Scalability
        2. Solution Wireframes
          1. Home
          2. Company Information
      4. Building the Solution
        1. Build the Contacts Site
          1. Creating the Sales Security Group
        2. Create the Company List
          1. Creating the List
          2. Creating the Columns
          3. Changing Column Order
          4. Creating the View
        3. Create the Contacts List
          1. Creating the List
          2. Creating the Columns
          3. Using the Journal Field
          4. Creating the Views
          5. Creating a Custom Edit Form
        4. Create Pages
          1. Customizing the Quick Launch
          2. Adding Web Parts to the Home Page
          3. Editing the Views of the Web Parts
          4. Adding Conditional Formatting to Tickler Dates
          5. Creating the Contacts By Company Page
      5. Managing the Solution
        1. Permissions Management
        2. Communication and Training
      6. Reviewing the Platform
        1. Access Services
        2. Additional Customizations
      7. Summary
    15. 10. Building a Resource Scheduling Solution
      1. Identifying the Business Problems
        1. Multiple Off-Site Schedulers
        2. Send Appointment Confirmation
        3. Daily Assignments Reports
        4. Summarizing the Business Problems
      2. Gathering Information
        1. System Users
          1. Administrators/Schedulers
          2. Technicians
        2. Solution Data
          1. Resources
          2. Appointments
        3. Summarizing the Requirements Gathering Process
      3. Designing the Solution
        1. Design Decisions
          1. Site Taxonomy
          2. Site Templates
          3. List Templates
          4. Permissions
          5. Data Thresholds/Scalability
        2. Solution Wireframes
          1. Home Page
          2. Appointments
      4. Building the Solution
        1. Configure the Site
          1. Enable Site Features
        2. Populate the Resources List
        3. Create the Appointments List
          1. Create the List
          2. Update the Title Column
          3. Update the Location Column
          4. Update the Category Column
          5. Create Confirm Email Column
          6. Create Phone Column
          7. Change Order of Columns
          8. Create and Edit the Views
        4. Configure Security
          1. Create a Schedulers Security Group
          2. Configure Resources List Security
          3. Configure Appointments List Security
        5. Customize the Quick Launch
          1. Add New Appointment Header and Link
          2. Quick Links to Filtered Views
          3. Add New Phone Message Header and Link
        6. Extend the Core Functionality
          1. Create a Send Confirmation Workflow
          2. Create a Send Confirmation Action
      5. Managing the Solution
        1. Permissions Management
        2. View Management
      6. Reviewing the Platform
      7. Summary
    16. A. Resources
      1. Microsoft Content
      2. Books and Publications
      3. Community Content
    17. B. About the Authors
      1. About the Technical Editors
    18. Index
    19. About the Authors
    20. SPECIAL OFFER: Upgrade this ebook with O’Reilly