You are previewing Office and SharePoint 2007 User's Guide: Integrating SharePoint with Excel, Outlook, Access, and Word.
O'Reilly logo
Office and SharePoint 2007 User's Guide: Integrating SharePoint with Excel, Outlook, Access, and Word

Book Description

Web sites. Collaboration. Document management. Paperless offices. We want it all in business today, but how do you achieve all of these goals? More importantly, if you work for one of the millions of small to medium-sized businesses, how do you find the time and build the expertise necessary to reach these goals? Even the most powerful tool will not allow you to succeed unless you can get the majority of your staff to use it efficiently and effectively. You need a guide that demonstrates a platform small to medium-sized businesses can use to reach these goals.

Office and SharePoint 2007 User's Guide: Integrating SharePoint with Excel, Outlook, Access and Word demystifies the path every Microsoft Office user can follow to benefit from the synergism of tools they are already familiar with. Together with SharePoint 2007, users can achieve goals like web sites with a consistent single view, improved collaboration within their organization, better document management, and maybe even get one step closer to the paperless office we've been promised for years. This book has topics for Office users of all skill levels, from those just starting to use Office tools to the experienced power user. It examines each major Office tool and shows how it contributes to the support and use of SharePoint in today's increasingly electronic-based office environment.

Table of Contents

  1. Copyright
  2. Dedication
  3. About the Author
  4. About the Technical Reviewer
  5. Acknowledgments
  6. Introduction
  7. An Introduction to SharePoint
    1. Site Collections, Sites, and Subsites
    2. Adding a Document Library
    3. Knowing Your Document Templates
    4. Adding Your First Document to Your New Library
    5. Summary
  8. SharePoint Lists Everything Is a List
    1. Exploring SharePoint's Built-in List Types
    2. Creating a New SharePoint List Based on an Existing Template
    3. Adding Items to Your New List
    4. Building a Custom List
    5. Modifying the Columns in Your List
    6. Using Alerts to Notify You When Your List Is Changed
    7. Creating RSS Feeds for Your List
    8. Defining Views for Your List
    9. Sorting and Filtering Lists
    10. Summary
  9. Creating Content Pages All Content Pages in SharePoint Are Really Web Pages
    1. Adding a Page to Your Site
    2. Placing Simple Content on Your New Page
    3. Adding Functionality with Web Part Pages
    4. Using Web Parts to Display Libraries and Lists
    5. Creating Master-Detail Relationships Between Your Lists
    6. Editing Existing Pages with Check-Out and Check-In
    7. Tracking Page Versions
    8. Publishing Pages to Your Site
    9. Recovering Accidental Deletions with the Recycle Bin
    10. Summary
  10. Using Your Document Library with Microsoft Office
    1. Opening a SharePoint Document from Within Microsoft Office
    2. Editing and Saving a Document to a Document Library
    3. What Is Metadata?
    4. Using Metadata with the Document Information Panel
    5. Managing Your Documents with the Document Management Panel
    6. Other Document Management Panel Features
    7. Searching Your Documents
    8. Using Word to Contribute to Your Blog Site
    9. Understanding Word's New Open XML File Format
    10. Summary
  11. Using Outlook
    1. Synchronizing Your Contacts Lists Between SharePoint and Outlook
    2. Synchronizing Your Calendars Between SharePoint and Outlook
    3. Synchronizing Tasks Between SharePoint and Outlook
    4. Using Outlook to Work Offline with Content
    5. Letting Alerts Notify You of SharePoint Changes
    6. Using Outlook's RSS Reader to Subscribe to SharePoint RSS Feeds
    7. Sending E-mail to Lists
    8. Sending Links via Send To
    9. Summary
  12. Managing Lists with Access
    1. Exporting SharePoint Lists to Access
    2. Linking SharePoint Lists to Access
    3. Use Multivalued Fields in Lists
    4. Creating Access Forms and Reports from a SharePoint List
    5. Working with Offline Lists Within Access
    6. Controlling Which Forms and Reports Are Available in SharePoint
    7. Can Recycle Bin Recover Deleted List Records?
    8. Summary
  13. Managing SharePoint Lists from Excel
    1. Exporting a List from SharePoint to Excel
    2. Exporting Data from an Excel Spreadsheet into a Custom List
    3. A Quick Look at Excel 2003 and Synchronization
    4. What Happened to Synchronization?
    5. Linking a List in Excel to SharePoint
    6. Summary
  14. Publishing Excel with Excel Services Why Should I Use Excel Services?
    1. Configuring Excel Services
    2. Publishing an Excel Form to Excel Services
    3. Why You Need Parameters to Make Your Excel Form Interactive
    4. Defining Parameters for Your Excel Form
    5. Using the Excel Page Web Part
    6. Viewing Data from External Sources in Excel Using a Data Connection
    7. Working with the Report Center
    8. Introduction to KPIs
    9. Creating Dashboards with Excel and KPIs
    10. Summary
  15. An Introduction to Creating Forms with InfoPath
    1. Why You Should Use InfoPath
    2. Exploring the InfoPath Interface
    3. Creating a Simple Form
    4. Migrating Your Existing Word Forms into InfoPath
    5. Migrating Your Existing Excel Workbook into InfoPath
    6. Defining InfoPath Views
    7. Building Data Connections for Forms
    8. Connecting InfoPath Forms to Data
    9. Creating and Reusing Form Sections with Template Parts
    10. Summary
  16. Publishing InfoPath Forms in SharePoint Libraries
    1. Publishing InfoPath Forms to a Network File Share
    2. Using InfoPath Forms Services for Customers Without InfoPath
    3. Publishing a Form to a Content Type
    4. Installing and Using Site Collection Content Types
    5. Building Custom Workflows for InfoPath Forms Using SharePoint Designer
    6. Summary
  17. Peer-to-Peer Collaboration with Groove
    1. Getting into the Groove
    2. A Quick Look at Groove's Other Tools
    3. Sharing Your Files Using Groove: Simple Group Collaboration
    4. Setting Up a SharePoint Document Library Connection
    5. Setting Permissions for the SharePoint Files Folder
    6. Working on SharePoint Documents Offline
    7. Protecting Changes with Check-Out and Check-In Along with Versioning
    8. Collaborating with People Outside Your Organization
    9. Synchronizing Files Between Groove and SharePoint Document Libraries
    10. Who Is the Synchronizer?
    11. Summary
  18. Additional Supporting Libraries
    1. Creating a Records Management System to Archive Your Documents
    2. Creating a Picture Library in SharePoint
    3. Creating a Slide Library in SharePoint
    4. Summary