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Microsoft Sharepoint 2013 Step by Step

Book Description

The smart way to learn Microsoft SharePoint 2013—one step at a time!

Experience learning made easy—and quickly teach yourself how to boost team collaboration with SharePoint 2013. With Step by Step, you set the pace—building and practicing the skills you need, just when you need them!

  • Customize your team site’s layout, features, and apps

  • Manage and share ideas, documents, and data

  • Capture and organize content into lists and libraries

  • Automate business processes with built-in workflows

  • Use social features to communicate and collaborate

  • Publish content using enhanced web content management

  • Table of Contents

    1. Dedication
    2. Special Upgrade Offer
    3. A Note Regarding Supplemental Files
    4. Introduction
      1. Who this book is for
      2. How this book is organized
      3. Download the practice files
        1. Using the practice files
        2. Using the WSP templates
        3. Removing the WSP site templates
        4. Deleting a practice site
      4. Your companion ebook
      5. Getting support and giving feedback
        1. Errata
        2. We want to hear from you
        3. Stay in touch
    5. 1. Introducing SharePoint 2013
      1. What is SharePoint 2013?
        1. Team collaboration and sharing
        2. SharePoint user permissions
      2. SharePoint 2013 solutions
      3. It’s all in the cloud: SharePoint Online
      4. Office integration with SharePoint
      5. SharePoint web storefront based on Microsoft Dynamics AX
      6. Versions of SharePoint
      7. Key points
    6. 2. Navigating a SharePoint Site
      1. Navigating the home page and the SharePoint site
      2. Understanding the site structure
      3. Customizing the site navigation
      4. Navigating the ribbon
      5. Understanding app parts and Web Parts
      6. Using the Recycle Bin
      7. Key points
    7. 3. Working with Documents and Information in Lists and Libraries
      1. Discovering default lists and libraries in a site
      2. Creating a new list
      3. Adding and editing list items
      4. Creating a document library
      5. Creating a new document
      6. Editing documents
      7. Uploading documents
      8. Checking documents in and out from the document library
      9. Working with version history
      10. Creating a new folder in a library or a list
      11. Adding, editing, and removing list and library columns
      12. Sorting and filtering a list or a library
      13. Deleting and restoring list items and documents
      14. Setting up alerts
      15. Following documents
      16. Working offline
      17. Key points
    8. 4. Working with Webpages
      1. Editing a page
      2. Changing the layout of a page
      3. Creating a new page
      4. Adding links
      5. Working with page history and versions
      6. Using alerts
      7. Adding app parts and Web Parts to your page
      8. Removing a Web Part
      9. Customizing app parts and Web Parts
      10. Editing Web Part pages
      11. Moving Web Parts
      12. Key points
    9. 5. Creating and Managing Sites
      1. Creating a site
      2. Sharing a site
      3. Managing site users and permissions
      4. Creating a personal site
      5. Changing a site’s theme
      6. Saving and using a site template
      7. Managing site features
      8. Managing site content syndication
      9. Deleting a site
      10. Key points
    10. 6. Making Lists and Libraries Work for you
      1. Setting the name, description, and navigation
      2. Configuring content approval and versioning for a list
      3. Configuring versioning and required checkout for a library
      4. Working with advanced settings for a list
      5. Working with advanced settings for a library
      6. Using validation settings
      7. Setting up ratings
      8. Working with content types
      9. Creating a view
      10. Managing users and permissions
      11. Sharing a document or a folder
      12. Granting list item permissions
      13. Deleting and restoring a list or a library
      14. Key points
    11. 7. Getting Social
      1. Using the Newsfeed hub
      2. Starting a conversation
      3. Using Yammer
      4. Working with tags and notes
      5. Creating Community sites
      6. Managing a Community site
      7. Key points
    12. 8. Working with Wikis and Blogs
      1. Creating a wiki
      2. Categorizing wiki pages
      3. Creating an Enterprise Wiki site
      4. Using an Enterprise Wiki site
      5. Adding categories to Enterprise Wiki pages
      6. Creating a blog site
      7. Managing your blog
      8. Creating a blog post
      9. Adding a blog comment
      10. Key points
    13. 9. Searching for Information and People
      1. Searching your SharePoint site
      2. Using search queries
      3. Configuring search behavior
      4. Using Advanced Search
      5. Setting up search alerts
      6. Influencing the relevance rank
      7. Customizing the search results page
      8. Searching for people
      9. Defining your site visibility
      10. Key points
    14. 10. Managing Work Tasks
      1. Creating a Project site
      2. Working with the timeline
      3. Creating and managing subtasks
      4. Working with the Project Summary Web Part
      5. Managing tasks in one place
      6. Managing projects with SharePoint and Project Professional
      7. Synchronizing a Tasks list with Project
      8. Key points
    15. 11. Working with Workflows
      1. Automating business processes using SharePoint
      2. Understanding the built-in workflows of SharePoint
      3. Configuring a workflow
      4. Working with workflows
      5. Managing workflows
      6. Managing workflow tasks within Outlook 2013
      7. Terminating workflows
      8. Removing workflows from lists and libraries
      9. Associating workflows with content types
      10. Key points
    16. 12. Using SharePoint with Excel and Access
      1. Importing data from an Excel spreadsheet to a list in SharePoint
      2. Exporting a SharePoint list to an Excel spreadsheet
      3. Exporting an Excel table to a SharePoint site
      4. Building an Access app
      5. Creating a table in an Access app
      6. Working with an Access app in the browser
      7. Exporting data from an Access desktop database to a list
      8. Importing a list
      9. Linking to a list
      10. Moving data from a desktop database to a list
      11. Working offline
      12. Key points
    17. 13. Working with Business Intelligence
      1. Understanding SharePoint BI components
      2. Using Excel Services
      3. Working with data models
      4. Creating and publishing PowerPivot dashboards
      5. Publishing PowerPivot dashboards using Excel Web Part
      6. Building visualizations with Power View
      7. Creating and using Power View reports with multiple views
      8. Displaying a Power View report in a Web Part
      9. Key points
    18. 14. Using SharePoint with Outlook and Lync
      1. Syncing your tasks with Outlook
      2. Connecting a SharePoint Contacts list app to Outlook
      3. Moving an Outlook contact to a SharePoint Contacts list app
      4. Copying SharePoint contacts into Outlook
      5. Viewing SharePoint calendars in Outlook
      6. Taking SharePoint content offline
      7. Managing SharePoint alerts in Outlook
      8. Configuring an RSS feed
      9. Using Lync Presence with documents in libraries
      10. Creating site mailboxes
      11. Key points
    19. 15. Working with Content Management
      1. Working with Document IDs
      2. Creating Document Sets
      3. Organizing content
      4. Creating a Records Center
      5. Introducing eDiscovery features
      6. Managing records
      7. Configuring in place records management
      8. Creating a publishing site
      9. Creating page layouts
      10. Managing page layouts
      11. Using reusable content
      12. Using a product catalog
      13. Defining a SharePoint site policy
      14. Key points
    20. A. SharePoint 2013 User Permissions and Permission Levels
    21. B. SharePoint 2013 Features
    22. C. SharePoint 2013 Solutions Required to Complete the Exercises in this Book
    23. Glossary
    24. D. Acknowledgments
    25. Index
    26. About the Authors
    27. Special Upgrade Offer
    28. Copyright