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SharePoint® 2013 How-To

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SharePoint 2013 How-To

Need fast, reliable, easy-to-implement solutions for SharePoint 2013? This book delivers exactly what you’re looking for:
step-by-step help and guidance with the tasks that users, authors, content managers, and site managers perform most often. Fully updated to reflect SharePoint 2013’s latest improvements and fluid new design, it covers everything from lists and views to social networking, workflows, and security. The industry’s most focused SharePoint resource, SharePoint 2013 How-To provides all the answers you need—now!

Ishai Sagi is a SharePoint developer and architect who provides solutions through his company, Extelligent Design, which is Canberra, Australia’s leading SharePoint consultancy. Sagi has worked with SharePoint since it was introduced in 2001. Honored four times by Microsoft as a Microsoft Office SharePoint Server MVP, he has trained many end users, administrators, and developers in using SharePoint or
developing solutions for it. He leads Canberra’s SharePoint user group and has spoken at Microsoft conferences around the world. He hosts the popular blog Sharepoint Tips and Tricks (, and authored SharePoint 2010 How-To.

Fast, Accurate, and Easy-to-Use!

¿  Quickly review essential SharePoint terminology and concepts

¿  Master SharePoint 2013’s revamped interface for Windows PCs, Surface, and smartphones

¿  Run SharePoint in the cloud with Microsoft Office 365 and SkyDrive

¿  Find, log on to, and navigate SharePoint sites

¿  Create, manage, and use list items, documents, and forms

¿  Alert yourself to new or changed content

¿  Use views to work with content more efficiently

¿  Leverage SharePoint 2013’s revamped search capabilities

¿  Organize content with lists, document libraries, and templates

¿  Use powerful social networking features, including tagging, NewsFeed updates, and microblogging

¿  Author and edit each type of SharePoint page

¿  Build flexible navigation hierarchies with Managed Metadata

¿  Systematically manage site security and content access

¿  Control permissions more effectively with the Permissions Page

¿  Create and track workflows, and integrate them with lists or libraries

¿  Customize a site’s appearance, settings, and behavior

¿  Create new Office 365 private and public site collections

Table of Contents

  1. About This eBook
  2. Title Page
  3. Copyright Page
  4. Contents at a Glance
  5. Table of Contents
  6. About the Author
  7. Acknowledgments
  8. We Want to Hear from You!
  9. Reader Services
  10. Introduction
    1. Overview of This Book
    2. How to Benefit from This Book
    3. Ways to Continue Expanding Your Knowledge
  11. Part I: Solutions for Readers
    1. Chapter 1. About Microsoft SharePoint 2013
      1. What Is Microsoft SharePoint 2013?
      2. What Is the Difference Between SPF, SharePoint Server, and SharePoint 365?
      3. What Is a Site?
      4. What Is a Personal Site?
      5. What Are SkyDrive and SkyDrive Pro?
      6. What Is a Ribbon?
      7. What Are Apps?
      8. What Is a List?
      9. What Is an External List?
      10. What Is a Document Library?
      11. What Is a Wiki Page Library?
      12. What Is a Form Library?
      13. What Is an Asset Library?
      14. What Is a Picture Library?
      15. What Is a View?
      16. What Are Web Parts?
      17. What Are Alerts?
      18. What Is a Site Column?
      19. What Is a Content Type?
      20. What Is Tagging?
      21. What Is Managed Metadata?
      22. What Are Versions?
      23. What Does Check-in/Check-out Mean?
      24. What Is a Workflow?
      25. What Are Catalogs?
    2. Chapter 2. Finding Your Way Around a SharePoint Site
      1. Get to a SharePoint Site
      2. Sign Out of a Site
      3. Use the Ribbon
      4. Change Language and Regional Settings
      5. Navigate Through a SharePoint Site
      6. Follow a SharePoint Site
    3. Chapter 3. Solutions Regarding Files, Documents, List Items, and Forms
      1. See What Lists and Document Libraries Are in a Site
      2. Open a Document for Reading
      3. View Properties of a Document
      4. Send a Link to a File or a Library by E-mail
      5. Tag a Document, List Item, or Page
      6. Tag an External Site
      7. View/Add Notes to a Document or List Item
      8. View Past Versions of Documents
      9. View Properties of a List Item
      10. View a Microsoft InfoPath Form
      11. Change Sorting and Filtering of a List or Library
      12. Switch List Views in Lists and Libraries
      13. Use Alerts
      14. Export the Contents of a List to Microsoft Excel
    4. Chapter 4. Searching in SharePoint
      1. Search for Documents and List Items
      2. Search Using the Search Center
      3. Use the Advanced Search (in SharePoint Server)
      4. Search for People (in SharePoint Server)
    5. Chapter 5. Social Networking, Personal Sites, and Personal Details in SharePoint Server
      1. Get Started with Social Features
      2. Use Microblogging to Let Others Know What You Are Doing or Thinking
      3. Follow Colleagues to See What They Are Posting
      4. Manage Tags and Notes
      5. View Sites You Are Following
      6. Edit Your Details
      7. Manage Newsfeed Settings
      8. Create a Blog
      9. Use SkyDrive Pro to Share a Document
  12. Part II: Solutions for Authors and Content Managers
    1. Chapter 6. Creating and Managing Files, List Items, and Forms in SharePoint
      1. Upload a File
      2. Upload a Picture to a Picture Library
      3. Create a New Document
      4. Create a New List Item
      5. Fill a Form
      6. Add a Document Library to Microsoft Office
      7. Delete a File or List Item
      8. Recover a Deleted File or List Item
      9. Edit the Properties of a File or List Item
      10. Use the Quick Edit View to Add, Edit, or Delete Items and Files
      11. Check In and Check Out a File or List Item
      12. Publish a File or List Item
      13. Restore an Earlier Version of a File or List Item
      14. Approve or Reject a File or List Item
      15. See What Files or List Items Are Waiting for Your Approval
      16. Synchronize a Library or Folder Using SkyDrive Pro
    2. Chapter 7. Creating Lists and Document Libraries
      1. Open Your Apps Page to Create Lists and Libraries
      2. Create a New Document Library
      3. Create a New Folder in a Document Library
      4. Create a New List
      5. Create a New Survey
      6. Add a Column to a List or Document Library
      7. Add a Site Column to a List or Document Library
      8. Choose a Default Value for a Column
      9. Enforce Unique Values on a Column
      10. Enforce Custom Validation on a Column
      11. Choose a Column Type
      12. Enforce Custom Validation on a List or Library
      13. Change or Remove a Column in a List or Document Library
      14. Change the Order of Columns in a List or Document Library
      15. Branching in Surveys
      16. Rename a List or Document Library or Change Its Description
      17. Change the Versioning Settings for a List or Document Library
      18. Change the Document Template for the New Button in a Document Library
      19. Add a Content Type to a List or Document Library
      20. Remove a Content Type from a List or Document Library
      21. Enable or Disable Folders in a List or Document Library
      22. Configure Metadata Navigation in a List or Document Library
    3. Chapter 8. Creating List Views
      1. Create a Personal or Public View for a List or Library
      2. Specify Columns for a View to Display
      3. Specify the Order of the Columns in a View
      4. Specify How Items in a View Are Sorted
      5. Specify How Items in a View Are Filtered
      6. Specify How Items in a View Are Grouped
      7. Specify Totals for a View
      8. Specify a Different Item Style for a View
      9. Specify How Folders Will Be Used in a View
      10. Specify the Item Limit for a View
      11. Enable or Disable Selecting Multiple Items in a View
      12. Create Mobile Views
      13. Modify a View
      14. Delete a View
    4. Chapter 9. Authoring Pages
      1. Create a New Page
      2. Edit the Properties of a Page
      3. Change the Page Layout of a Publishing Page
      4. Edit the Contents of a Page
      5. Use the Text Editing Control in a Page
      6. Use Wiki Syntax to Link to Existing Content and Create Pages
      7. Use the Picture Editing Control in a Page
      8. Add a Web Part or an App
      9. Use Built-in Web Parts
      10. Modify a Web Part
      11. Reuse a Web Part (Export/Import)
      12. Publish a Page
      13. Discard the Check-out of a Page
      14. Compare Versions of a Page
    5. Chapter 10. Managing Security
      1. See What Permissions Are Set
      2. Grant Permissions to a File or List Item
      3. Change a User’s or Group’s Permissions on a File or List Item
      4. Grant Permissions on a List or Library
      5. Change a User’s Permissions on a List or Library
      6. See Who Is a Member of a SharePoint Group
    6. Chapter 11. Workflows
      1. Start a Workflow
      2. Track the Progress of a Workflow
      3. Associate a Workflow with a List or Library
  13. Part III: Solutions for Site Managers
    1. Chapter 12. Creating Subsites
      1. Create a Subsite
      2. Create a Team Site
      3. Create an Enterprise Wiki Site in SharePoint Server
      4. Create a Blog Site
    2. Chapter 13. Customizing a SharePoint Site
      1. Open the Site Settings Page
      2. Change the Name, Description, Icon, or URL of a Site
      3. Change the Look of a Site
      4. Change the Home Page of a Site
      5. Modify the Top or Left Navigation Bar
      6. Use Managed Metadata Navigation in a Publishing Site
      7. Create a Site Column
      8. Create a Content Type
      9. Modify a Content Type
    3. Chapter 14. Managing Site Security
      1. Get to a Site’s Permission Management Page
      2. Assign Users’ Permissions on a Site
      3. Create a SharePoint Group for a Site
      4. Edit a SharePoint Group’s Settings
      5. Create Permission Levels for a Site
  14. Part IV: Solutions for Office 365 Managers
    1. Chapter 15. Managing an Office 365 SharePoint Site
      1. Sign In to Office 365 SharePoint Administrator Console
      2. Create a New Private Site Collection
      3. Create a New Public Site Collection
  15. Part V: Appendixes
    1. Appendix A. Common Keyboard Shortcuts
      1. Using Keyboard Shortcuts
      2. Keyboard Shortcuts for Anyone Using a SharePoint Site
      3. Keyboard Shortcuts for Authors and Editors
    2. Appendix B. Useful Links
      1. Useful Links for Anyone Using a SharePoint Site
      2. Useful Links for Authors and Editors
      3. Useful Links for Site Managers
  16. Index