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Which SharePoint Do You Have?

Now, there remains just one tiny matter. SharePoint comes in two sizes, the smaller being SharePoint Services and the larger being SharePoint Portal Server. These are similar in most ways, with SharePoint Portal Server including a few extra goodies like the My Sites feature, BizTalk integration, and a Site Directory.

Unhappily, the UIs are slightly different. I've given the instructions for both in the following sections, so select the one that applies to your software.

Building a Site in SharePoint Portal Server

The following screenshots and directions are for SharePoint Portal Server 2003:

  1. Launch your browser and navigate to your SharePoint home page. The URL will be something like this, where localhost will probably be replaced with your company or workgroup name (see Figure 1):
    http://localhost/default.aspx
    Figure 1

    Figure 1 SharePoint Portal Server home page.

  2. In the top menu bar, click Sites to display the Site Directory, as shown in Figure 2.
    Figure 2

    Figure 2 SharePoint Portal Server Site Directory.

  3. In the left menu, under Actions, click Create Site to display a New SharePoint Site page (see Figure 3).
    Figure 3

    Figure 3 SharePoint Portal Server New SharePoint Site page.

  4. In the Title field, type the display name for your new site.
  5. In the Description field, type an explanation of the site's purpose, the types of information it will contain, who will use it, and so on.
  6. In the URL Name field, type your display name as the final part of the web address for your site.
  7. In the E-mail Address field, type the email address where you want to direct information and updates concerning your site.
  8. Click Create.

This procedure lands you on the Add Link to Site page; adding the link is what you'll want to do next.

Adding the New Site to the Site Directory

Posting information is one thing. Getting others to find it when they need it is something else entirely. For this reason, SharePoint Portal Server offers special search and organization capabilities to help people find your site. This option allows you to list your site in a specific area of the Site Directory, with the result that anyone who has permission to view it can find it either by association with related sites or by using the search function.

When you create a new site, as you did in the last procedure, the Add Link to Site page is displayed (see Figure 4). Some of the fields are filled in already, but you can change any information in them.

Figure 4

Figure 4 SharePoint Portal Server Add Link to Site page.

  1. To ensure that your site will be listed in the directory, select the check box List This Site in the Site Directory.
  2. Type your name (or the name of the individual responsible for this site) in the Owner field.
  3. Select Division and Region settings, if these fields are available and appropriate.
  1. Select the Include in Search Results check box if you want your site included in searches.
  2. In general, you'll want to use the default site set up by your IT department. Clicking Change Location will allow you to select a new locale from the list that appears.
  3. Click OK.

This step brings you to the Template Selection page, ready (not surprisingly) to select a template for your site.

Selecting a Template

On the Template Selection page (see Figure 5), choose a template from the list on the right to see a graphic layout and explanation of it on the left.

Figure 5

Figure 5 SharePoint Portal Server Template Selection page.

  1. Select the template you want from the drop-down list.
  2. Click OK.

Your site opens in the browser window, and you're ready to skip to the conclusion of all this effort.

Building a Site in SharePoint Services

The screenshots and directions in the following procedure are for SharePoint Services 2003:

  1. Launch your browser and navigate to your SharePoint home page. The URL will be something like this, where localhost will probably be replaced with your company or workgroup name (see Figure 6):
    http://localhost/sites/WSS/default.aspx
    Figure 6

    Figure 6 SharePoint Services Home page.

  2. In the top menu bar, click Site Settings to display the Site Settings page, as shown in Figure 7.
    Figure 7

    Figure 7 SharePoint Services Site Settings page.

  3. Under Administration, click Manage Sites and Workspaces to display the Sites and Workspaces page.
  4. Click Create (in the title bar, not in the top menu bar) to display the New SharePoint Site page (see Figure 8).
    Figure 8

    Figure 8 SharePoint Services New SharePoint Site page.

  5. In the Title field, type the display name for your new site.
  6. In the Description field, type an explanation of the site's purpose, the types of information it will contain, who will use it, and so on.
  7. In the URL Name field, type your display name as the final part of the web address for your site.
  8. Select the option for the type of permissions you want to use.
  9. Click Create to display the Template Selection page.
  10. Select the template you want from the drop-down list and click OK.

Your site opens in the browser window, and you're ready to roll.

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