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Microsoft SharePoint 2010 Power User Cookbook

Book Description

Over 70 advanced recipes for expert End Users to unlock and apply the value of SharePoint

  • Discover how to apply SharePoint far beyond basic functionality

  • Explore the Business Intelligence capabilities of SharePoint with KPIs and custom dashboards

  • Take a deep dive into document management, data integration, electronic forms, and workflow scenarios

  • Join the dots by building three composite "no code" applications

  • In Detail

    The power of Microsoft SharePoint as the Enterprise collaboration platform is ever-growing; due to the wide range of capabilities it offers, SharePoint 2010 can help transform your business so you can quickly respond to the changes and challenges that you face. For End Users, SharePoint helps you and your team work "better, faster, and smarter". This book will take your SharePoint knowledge further, showing you how to use your skills to solve real business problems.

    While many other titles might be characterized as "SharePoint Explained", this cookbook contains advanced content that goes beyond that found in other SharePoint End User offerings: it is "SharePoint Applied". It provides recipes walking Power Users through a range of collaboration, data integration, business intelligence, electronic form, and workflow scenarios, as well as offering three invaluable business scenarios for building composite applications.

    The cookbook begins by providing a comprehensive treatment of SharePoint essentials, while quickly moving forward to topics like Data Integration, Business Intelligence, and automating business processes. At the end of the book, the information presented in the earlier recipes is combined to create three example SharePoint 2010 "composite applications" for Human Resources (HR), Customer Relationship Management (CRM), and Project Management. Composite applications are the "unique selling point" of SharePoint 2010 and understanding how to create them is the key to unlocking the business value of the product.

    Don't just understand basic SharePoint functionality; learn to solve your real-world business problems by "Thinking SharePoint"

    Table of Contents

    1. Microsoft SharePoint 2010 Power User Cookbook
      1. Microsoft SharePoint 2010 Power User Cookbook
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      7. 1. Getting Started—SharePoint Essentials
        1. Introduction
        2. Creating a SharePoint list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. "Roll your own"—creating custom lists
            2. Lists to show external data
            3. How much data can your store in a list
          5. See also
        3. Creating a site column
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Creating a content type
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. Creating and accessing my My Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Updating my user profile
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Tracking colleagues using my My Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        8. Viewing the SharePoint sites I am a member of
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        9. Tagging a SharePoint page so I can find it again later
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Reviewing the tags and notes other users have posted on a SharePoint page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        11. Adding an alert to a SharePoint page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        12. Managing my alerts in SharePoint
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        13. Determining my permissions in a SharePoint site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Checking your permission levels in other SharePoint sites
            2. SharePoint users and groups
            3. Understanding "securable objects" and inheritance
          5. See also
        14. Checking another user's permissions in a SharePoint site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        15. Applying unique permissions to a SharePoint list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Securing individual pages, document libraries, documents, and list items
            2. Alternative ways to secure your sensitive content
          5. See also
      8. 2. Working Together—Using SharePoint to Collaborate
        1. Introduction
        2. Creating a Team Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Sites versus Site Collections
          5. See also
        3. Adding users to a Team Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Adding a new page to a Team Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Adding a link to the Top link bar of a Team Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Adding a slide library to share PowerPoint slides
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Adding a slide to a presentation from a SharePoint slide library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        8. Creating and tracking a discussion item
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Managing a Team Site Calendar with Outlook 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        10. Creating a task and assigning it to another user
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        11. Using the datasheet to bulk-edit tasks in a task list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        12. Managing a SharePoint task list in Outlook 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        13. Creating a SharePoint contact list and connecting it to Outlook 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      9. 3. SharePoint as the Data Hub—Storing and Integrating Data
        1. Introduction
        2. Creating a custom list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Creating a custom list from a spreadsheet
          5. See also
        3. Creating a custom list view
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Creating a term set using the managed metadata service
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Creating a list column based on a term set
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Creating an external content type
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Creating an external list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      10. 4. SharePoint Document Management Deep Dive
        1. Introduction
        2. Uploading an existing document to a document library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Uploading multiple documents to a document library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Creating a new document in your My Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. E-mailing a link to a document in SharePoint
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        6. Downloading a copy of a document
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        7. Creating an alert on a document to be notified when it is updated
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        8. Requiring users to check out a document before they can edit it
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Enabling versioning on a document library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        10. Publishing a major version of a document
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        11. Restoring a previous version of a document
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        12. Enabling content approval on a document library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        13. Take SharePoint documents offline using Outlook 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        14. Co-authoring an important document
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        15. Use content types to store different types of document in the same document library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      11. 5. Getting the Message Out—Using SharePoint to Communicate
        1. Introduction
        2. Adding an announcement to a Team Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Targeting announcements using audiences
          5. See also
        3. Creating a blog in my My Site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Posting to my blog from Microsoft Word 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. Creating a new page on a publishing site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        6. Changing the page layout of a publishing site page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        7. Publishing a publishing site page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Using web analytics to see which are the most popular pages on your site
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      12. 6. Where's My Stuff?—Finding Things with SharePoint
        1. Introduction
        2. Performing a basic search
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Building better keyword searches
          5. See also
        3. Performing an advanced search
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        4. Finding experts using a people search
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        5. Saving a search as an alert and being notified when the results change
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        6. Using search analytics to see what people are searching for
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      13. 7. Gaining Insights— Using SharePoint for Business Intelligence
        1. Introduction
        2. Creating a chart using the Chart Web Part
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Creating a Key Performance Indicator (KPI)
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Creating an Excel spreadsheet to run on the server
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Controlling what gets published to SharePoint
            2. Unsupported features
          5. See also
        5. Creating a report using Report Builder
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Creating a chart using the PerformancePoint Dashboard Designer
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Building a PerformancePoint business intelligence dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      14. 8. Automating Business Processes—Recipes for Electronic Forms and Workflows
        1. Introduction
        2. Creating an InfoPath Form for a SharePoint List
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Removing columns
            2. Adding images, explanatory text, and tooltips
            3. Adding rules to validate data
            4. InfoPath Designer versus InfoPath Filler
          5. See also
        3. Creating a holiday request InfoPath form and publishing it to a form library
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. List Forms versus Form Library forms
            2. Configuring submit options for the holiday request form
          5. See also
        4. Using the Collect Feedback workflow to receive feedback on a Microsoft Word 2010 document
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Starting workflows from Microsoft Word 2010
            2. Customizing the out of the box workflows
          5. See also
        5. Creating a list workflow using SharePoint Designer 2010
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
            1. Understanding different workflow types: reusable and site-level workflows
            2. Getting Visual: tracking your workflow execution status with Visio
          5. See also
        6. Using Microsoft Visio 2010 to model a SharePoint workflow
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      15. A. Joining the Dots—Creating Composite Applications
        1. Introduction
        2. Understanding composite applications
        3. How to design and build composite applications
          1. Introduction
            1. Is the problem simple and well defined?
            2. What are the risks if my application goes wrong?
            3. Who will use my solution and what roles will they play?
            4. Has somebody else already built a solution to my problem?
            5. Do I have the necessary time, skills, and resources required?
            6. Should this solution really be built without code?
            7. How can I test my application to be sure that it works?
        4. Project Management composite application
          1. The problem
          2. Our solution
          3. Getting ready
          4. How to do it...
          5. How it works...
            1. Reusing the site as a template
          6. What we have learnt
          7. Recipes that will help you build this application
        5. CRM composite application
          1. The problem
          2. Our solution
          3. Getting ready
          4. How to do it...
          5. How it works...
          6. What we have learnt
          7. There's more...
          8. Recipes that will help you build this application
        6. Human Resources composite application
          1. The problem
          2. Our solution
          3. Getting ready
          4. How to do it...
          5. How it works...
          6. What we have learnt
          7. Recipes that will help you build this application
        7. Closing thoughts