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SharePoint 2010 For Dummies, 2nd Edition

Book Description

Here's the bestselling guide on SharePoint 2010, updated to cover Office 365

SharePoint Portal Server is an essential part of the enterprise infrastructure for many businesses. The Office 365 version includes significantly enhanced cloud capabilities. This second edition of the bestselling guide to SharePoint covers getting a SharePoint site up and running, branded, populated with content, and more. It explains ongoing site management and offers plenty of advice for administrators who want to leverage SharePoint and Office 365 in various ways.

  • Many businesses today rely on SharePoint Portal Server to aggregate SharePoint sites, information, and applications into a single portal

  • This updated edition covers the enhanced cloud capacities of Office 365 and Microsoft SharePoint Online

  • Shows how to use SharePoint to leverage data centers and collaborate with both internal and external customers, including partners and clients

  • Covers getting a site up and running, populating it with content, branding it, and managing the site long term

  • Administrators and small-business website managers will find SharePoint 2010 For Dummies, 2nd Edition gives them the information they need to make the most of this technology.

    Table of Contents

    1. Cover
    2. Table of Contents
    3. Title Page
    4. Introduction
    5. Part I: Collaborating with Team Sites
      1. Chapter 1: Getting to Know Your Team Site
        1. Requesting Your Team Site
        2. Viewing Your Team Site in the Browser
        3. Accessing Team Sites in Office 365
        4. Contributing to a Team Site
        5. Customizing Your Team Site
      2. Chapter 2: Sharing Your Documents
        1. Getting Your Documents into a Library
        2. Working with Documents
        3. Recovering Deleted Documents
      3. Chapter 3: Working with Lists
        1. Getting to Know SharePoint’s Lists
        2. Entering Data in SharePoint Lists
        3. Customizing List Forms
        4. Sharing Group Calendars
      4. Chapter 4: Getting a New View
        1. Viewing the View
        2. Getting to Know Your View Formats
        3. Creating a Standard View
        4. Managing List Data in a Datasheet View
        5. Using Ad Hoc Views
        6. Creating a Calendar View
        7. Displaying Tasks in a Gantt View
        8. Managing Existing Views
        9. Displaying Views via Web Parts
      5. Chapter 5: Subscribing to Feeds and Alerts
        1. Viewing RSS Feeds
        2. Reading Feeds with Outlook
        3. Displaying RSS Feeds of Other Sites
        4. Alert Me
      6. Chapter 6: Working Offline with SharePoint Workspace
        1. Preparing for SharePoint Workspace
        2. Synchronizing Your Team Site
        3. Working with Documents
        4. Taking Lists Offline
        5. Synchronizing with OneNote
    6. Part II: Taking Your Team Site to the Next Level
      1. Chapter 7: Creating New Sites
        1. Getting Acquainted with Templates
        2. Understanding Site Hierarchy
        3. Creating a New Site
        4. Creating Your Own Site Templates
        5. Creating a Template from an Existing Team Site
      2. Chapter 8: Working with Web Pages
        1. Understanding SharePoint Web Pages
        2. Creating a New Wiki Content Page
        3. Creating a New Web Part Page
      3. Chapter 9: Working with Web Parts
        1. Adding a Web Part to Your Page
        2. Choosing the Right Web Part
        3. Changing Web Part Properties
        4. Connecting Web Parts
        5. Starting from Scratch
      4. Chapter 10: Configuring Libraries and Lists
        1. Accessing List Settings
        2. Configuring the General Settings
        3. Permissions and Management Options
      5. Chapter 11: Creating Custom Lists
        1. Planning Your Custom List
        2. Creating Custom Lists
        3. Adding Columns to Your List
        4. Working with the Title Column
        5. Importing a Spreadsheet as a List
        6. Taking Your List to the Next Level: Calculated and Lookup Columns
      6. Chapter 12: Creating Forms and Workflows
        1. Customizing Forms with InfoPath
        2. Creating a New Workflow
        3. Using Workflow Conditions and Actions
        4. Working with Variables and Formulas
        5. Checking Your Workflow Settings and Publishing Your Workflow
      7. Chapter 13: Securing Your Team Site
        1. Using SharePoint Groups
        2. Securing Lists, Libraries, and Documents
        3. Granting Administrative Access
        4. Viewing Site Permissions
        5. Managing SharePoint Designer access
      8. Chapter 14: Changing the Look and Feel of Your Site
        1. The Look and Feel Section of Site Settings
        2. Changing Your Site Icon
        3. Changing the Theme of Your Site
        4. Creating a Custom Theme for SharePoint 2010 Using PowerPoint
        5. Changing Your Site’s Navigation
    7. Part III: Building Communities
      1. Chapter 15: Managing Your User Profile
        1. Creating a Holistic Profile Experience
        2. Updating Basic Profile Information
        3. Taking Your Profile to the Next Level
      2. Chapter 16: Using My Site Effectively
        1. Using Your My Site to Save Stuff
        2. Creating Your Own Collaboration Space
        3. Reaching Out with a Blog
      3. Chapter 17: Yours, Mine, and Ours: Social Networking
        1. Sharing and Tracking Using the Ribbon
        2. Tagging for Yourself and Others
        3. “My” Site and Other “My” Stuff
        4. Using Your Tags and Notes Page
        5. Information Sharing with Blogs and Wikis
        6. Communicating with Discussion Boards
    8. Part IV: Portals and Extranets
      1. Chapter 18: Getting Started with Portals and Web Sites
        1. Exploring SharePoint’s Publishing Site
        2. Creating and Editing Pages
        3. Adding Content to Your Page
        4. Setting Page Layout Defaults
        5. Changing the Master Page of a Site
      2. Chapter 19: Approving Content for Publication
        1. Deciding Whether to Use Content Approval or Approval Workflows
        2. Everything in Moderation: Choosing the Content Approval Option
        3. Configuring Approval Workflows
      3. Chapter 20: Creating Page Layouts with SharePoint Designer
        1. Getting Inside a SharePoint Page Layout
        2. Making Decisions before You Start
        3. Creating New Page Content Fields
        4. Creating a New Page Layout
        5. Putting Containers and Controls in Your Layout
        6. Using the Edit Mode Panel
      4. Chapter 21: Rolling Up Content to the Home Page
        1. Publishing Web Parts
        2. Starting from Scratch
      5. Chapter 22: Configuring Site Navigation
        1. Configuring Dynamic Navigation
        2. Configuring Static Navigation
        3. Looking at Alternative Ways to Generate a Navigation Menu
      6. Chapter 23: Creating a Public Web Site in SharePoint Online
        1. Creating Your New Web Site
        2. Using a Vanity Domain Name
        3. Updating and Adding Web Pages
        4. Changing the Site’s Look and Feel
      7. Chapter 24: Creating a Client Portal in SharePoint Online
        1. Planning for Your Client Portal
        2. Locking Down the Portal
        3. Managing user accounts
        4. Launching Your Portal
    9. Part V: Managing Enterprise Content
      1. Chapter 25: Content Types and Metadata
        1. Understanding Intrinsic and Extrinsic Metadata
        2. I Never Metadata I Didn’t Like
        3. Getting Personal with Folksonomies
        4. Understanding Content Types
        5. Using Columns
      2. Chapter 26: Exploring Enterprise Search
        1. Tweaking Search
        2. Adding Your Own Search Results
        3. Removing Search Results
        4. Reviewing Search Analytics
        5. Customizing the Search Box Web Part
      3. Chapter 27: Archiving Documents and Records
        1. Defining the Terms
        2. Creating Information Management Policies
        3. Setting Up a Records Center
        4. Using the Content Organizer
        5. Managing Records In-Place
        6. Placing Records on Litigation Hold
    10. Part VI: Exploring Enterprise Services
      1. Chapter 28: Business Intelligence in SharePoint
        1. Calling All Data Wranglers
        2. Business Intelligence Tools in the SharePoint Toolkit
        3. The New Business Intelligence Center Site Template
      2. Chapter 29: Business Connectivity Services
        1. Planning for Business Connectivity Services
        2. Creating a New External Content Type
        3. Viewing External Data as a List
        4. Using External Data as a Column
      3. Chapter 30: Deciding Between On-Premise and Office 365
        1. Clearing Up Some Terms and Setting Expectations
        2. Comparing Office 365 to SharePoint Server
        3. Designing an Office 365 Pilot Project
        4. Making the Transition to the Cloud
    11. Part VII: The Part of Tens
      1. Chapter 31: Ten Governance Items
        1. Failure Is Not an Option (Neither Is Looking Away and Whistling)
        2. Get Executive Buy-In and Support
        3. Build an Effective Governance Group
        4. Find the Right Level
        5. Yours, Mine, Ours: Decide Who Owns What
        6. (Re)visit Social Networking Policies
        7. Design and Branding
        8. The Content Managementy Bits
        9. Reuse Web Parts
        10. Keep Things Current: Web Operations Management
      2. Chapter 32: Ten Ways to Master SharePoint
        1. Reading Developer Blogs
        2. Finding Local User Groups
        3. Building a Virtual Lab
        4. Getting Information from the Horse’s Mouth
        5. Starting with a Good Foundation
        6. Borrowing from Others
        7. Getting Certified
        8. Taking a Peek under the Covers
        9. Digging Deeper under the Covers
        10. Deconstructing a SharePoint Site
    12. Cheat Sheet