You are previewing SharePoint 2010 Users Guide: Learning Microsoft's Business Collaboration Platform.
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SharePoint 2010 Users Guide: Learning Microsoft's Business Collaboration Platform

Book Description

Microsoft SharePoint Foundation 2010 and SharePoint Server 2010 provide a collection of tools and services you can use to improve user and team productivity, make information sharing more effective, and facilitate business decision–making processes. In order to get the most out of SharePoint 2010, you need to understand how to best use the capabilities to support your information management, collaboration, and business process management needs.

This book is designed to provide you with the information you need to effectively use these tools. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as publishing, workflow, and policies) that make up these environments. Information and process owners will be given the knowledge they need to build and manage solutions. Information and process consumers will be given the knowledge they need to effectively use SharePoint resources.

In this book, Seth Bates and Tony Smith walk you through the components and capabilities that make up a SharePoint 2010 environment. Their expertise shines as they provide step-by-step instructions for using and managing these elements, as well as recommendations for how to best leverage them. As a reader, you'll then embrace two common SharePoint uses, document management and project information management, and walk through creating samples of these solutions, understanding the challenges these solutions are designed to address and the benefits they can provide.

The authors have brought together this information based on their extensive experience working with these tools and with business users who effectively leverage these technologies within their organizations. These experiences were incorporated into the writing of this book to make it easy for you to gain the knowledge you need to make the most of the product.

What you'll learn

  • How to use common SharePoint resources like lists, libraries, and sites

  • When and how workflows can control the flow and action of content

  • How to create policies for SharePoint information management and control

  • The knowledge you need to build and manage intranet and business process solutions

Who this book is for

Whether you have not yet used SharePoint, have used previous versions, have just started using the basic features, or have been using it for a long of time, this book provides the skills you need to work efficiently with the capabilities SharePoint provides.

Table of Contents

  1. Title Page
  2. Contents at a Glance
  3. Contents
  4. About the Authors
  5. About the Technical Reviewer
  6. Acknowledgments
  7. Introduction
    1. Who This Book Is For
    2. How This Book Is Structured
  8. CHAPTER 1: Introduction to SharePoint Technologies
    1. What Is Microsoft SharePoint 2010?
    2. Uncovering the Evolution of SharePoint
    3. Exploring What’s New in SharePoint 2010
    4. Understanding the Value of SharePoint 2010
    5. Knowing the Building Blocks
  9. CHAPTER 2: Sites
    1. Understanding Sites
    2. Understanding Site Layouts
    3. Navigating Sites
    4. Using the Ribbon
    5. Creating Sites
    6. Managing Site Security
    7. Changing Site Details
    8. Managing Site Templates
    9. Searching SharePoint Foundation Sites
    10. Using Usage Reports
    11. Managing Site and Site Collection Features
    12. Using the Recycle Bin
    13. Using SharePoint Designer for Site Management
    14. Managing Help Information
  10. CHAPTER 3: SharePoint Server 2010
    1. Understanding SharePoint Server Portals
    2. SharePoint Server Navigation Enhancements
    3. Using SharePoint Server Search
    4. Managing Site Look and Feel
    5. SharePoint Server Site Templates
    6. Managing Site Content and Structure
    7. Managing Usage Reports and Auditing
    8. Working with Site and Site Collection Features
    9. Managing Content Variations
    10. Using Managed Metadata
  11. CHAPTER 4: List Concepts
    1. Creating Lists
    2. Working with Lists
    3. Managing Lists
    4. Advanced List Concepts
    5. Advanced Office Integration
  12. CHAPTER 5: Lists
    1. Using Communications Templates
    2. Using Tracking Templates
    3. Using Custom Lists
    4. Additional Meeting Workspace List Concepts
    5. Using Additional Lists with SharePoint Server 2010
    6. Integrating Further with Office
  13. CHAPTER 6: Libraries
    1. Document Library
    2. Form Library
    3. Picture Library
    4. Wiki Page Library
    5. Report Library
    6. Data Connection Library
    7. Slide Library
    8. Asset Library
    9. Advanced Library Concepts
    10. Advanced Office Integration
  14. CHAPTER 7: Workflow, Records, and Policies
    1. Workflow
    2. Records Management
    3. Information Management Policies
    4. File Plan Reports
  15. CHAPTER 8: Pages and Web Parts
    1. Pages
    2. Web Parts
  16. CHAPTER 9: Personalization Features
    1. Alerts
    2. My Site
    3. Tags and Notes
    4. Personalization Sites
    5. Logon Management
  17. CHAPTER 10: Enterprise Office Services
    1. Excel Services
    2. Form Services
    3. Visio Services
  18. CHAPTER 11: Document Management Solutions
    1. Document Management Overview
    2. Challenges of Document Management
    3. Needs for Document Management
    4. SharePoint Document Management Solutions
    5. Benefits of SharePoint Document Management Solutions
    6. Tips for Creating Effective Document Management Solutions
  19. CHAPTER 12: Project Collaboration Solutions
    1. Project Collaboration Overview
    2. Challenges of Project Collaboration
    3. Needs for Project Collaboration
    4. SharePoint Project Collaboration Solutions
    5. Benefits of SharePoint Project Collaboration Solutions
    6. Tips for Creating Effective Project Collaboration Solutions
  20. CHAPTER 13: Dashboards and Reporting Solutions
    1. Dashboards and Reporting Overview
    2. Challenges of Reporting
    3. Needs for Reporting
    4. SharePoint Dashboard and Reporting Solutions
    5. Benefits of SharePoint Dashboard and Reporting Solutions
    6. Tips for Creating Effective Dashboard and Reporting Solutions
  21. Index