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SharePoint® 2010 How-To
Ishai Sagi
Real Solutions for SharePoint 2010 Users
Need fast, reliable, easy-to-implement solutions for SharePoint 2010? 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 2010’s latest improvements, this book covers everything from lists and views to social networking, workflows, and security. The industry’s most focused SharePoint resource, SharePoint 2010 How-To provides all the answers you need—now!
Fast, Accurate, and Easy to Use!
www.extelligentdesign.com
Category: Microsoft Servers/SharePoint
User Level: Beginner–Intermediate
About Microsoft SharePoint 2010
Download the sample pages (includes Chapter 1 and Index)
Introduction 1
Part I Solutions for Readers
Chapter 1 About Microsoft SharePoint 2010
What Is Microsoft SharePoint 2010?
Difference Between SPF and SharePoint Server
What Is Microsoft FAST Search?
How to Tell Whether a Site Is Based on SPF or SharePoint Server
What Is a Site?
What Is a Personal Site?
What Is a Ribbon?
What Is a List?
What Is an External List?
What Is a Document Library?
What Is a Wiki Page Library?
What Is a Form Library?
What Is an Asset Library?
What Is a Slide Library?
What Is a Picture Library?
What Is a View?
What Are Web Parts?
What Are Alerts?
What Is a Site Column?
What Is a Content Type?
What Is Tagging?
What Is Managed Metadata?
What Are Versions?
What Does Check-in/Check-out Mean?
What Is a Workflow?
Chapter 2 Finding Your Way Around a SharePoint Site
Get to a SharePoint Site
Log On with Different Credentials
Sign Out of a Site
Use the Ribbon
Change My Regional Settings
Change My Display Language
Navigate Through a SharePoint Site
Use the Left Navigation Bar
Use the Top Navigation Bar
Use the Breadcrumbs
Use the Navigate Up Breadcrumbs
Chapter 3 Solutions Regarding Files, Documents, List Items, and Forms
See What Lists and Document Libraries Are in a Site
Use Direct Links in the Left Navigation Bar
View All Lists and Libraries
Open a Document for Reading
View Properties of a Document
Using the Documents Ribbon
Using a Drop-down Menu
Send a Link to a File by E-mail
Download a File to Your Computer
Tag a Document, List Item, or Page
Tag an External Site
View/Add Notes to a Document or List Item
View Past Versions of Documents
View Properties of a List Item
View a Microsoft InfoPath Form
Change Sorting and Filtering of a List or Library
Sort
Filter
Switch List Views in Lists and Libraries
Switch to a Datasheet View
Add Totals Calculations to the Datasheet View
Use Alerts
Create an Alert
Modify or Remove an Alert
Manage My Alerts in a Site
Export the Contents of a List to Microsoft Excel
Chapter 4 Searching in SharePoint
Search for Documents and List Items
Search in SPF
Search Options in SharePoint Server
Use the Search Center
Conduct a Federated Search
Use the Advanced Search (in SharePoint Server)
Search for People (in SharePoint Server)
Search SharePoint from Your Desktop
Chapter 5 Social Networking, Personal Sites, and Personal Details in SharePoint Server
Get Started with Social Features
Set Your Status to Let Others Know What You Are Doing
Specify Your Colleagues
View Where You Are in the Organization Hierarchy
Manage Tags and Notes
Add, Edit, and Remove Notes on the Notes Board
View Newsfeed Updates for Your Social Network
Configure Newsfeed Updates for Your Social Network
Create a Personal Site
Get Started with Your Personal Site
Learn Your Way Around a Personal Site
Upload a Document to Your Personal Site
Edit Your Details
Create a Blog
Part II Solutions for Authors and Content Managers
Chapter 6 Creating and Managing Files, List Items, and Forms in SharePoint
Upload a File
Upload a File from the Web Interface
Upload a File from an Office Application
Upload a File Using Web Folders
Upload a Picture to a Picture Library
Create a New Document
Create a New List Item
Fill a Form
Delete a File or List Item
Recover a Deleted File or List Item
Edit the Properties of a File or List Item
Use the Edit Properties Dialog
Use the Inline Editing Interface
Use the Datasheet View to Add, Edit, or Delete Items and Files
Switch to Datasheet View
Add a List Item Using Datasheet View
Add Multiple List Items from Microsoft Excel by Using Datasheet View
Check In and Check Out a File or List Item
Publish a File or List Item
See What Files or List Items Are Checked Out to You
Restore an Earlier Version of a File or List Item
Approve or Reject a File or List Item
See What Files or List Items Are Waiting for Your Approval
Use a Slide Library
Upload Slides to a Slide Library
Use Slides in a Slide Library
Chapter 7 Creating Lists and Document Libraries
Open the Create Dialog for Lists and Libraries
Create a New Document Library
Using the Create Dialog with Silverlight Installed
Using the Create Dialog Without Silverlight Installed
Create a New Folder in a Document Library
Create a New List
Create a New Survey
Add a Column to a List or Document Library
Add a Site Column to a List or Document Library
Choose a Default Value for a Column
Enforce Unique Values on a Column
Enforce Custom Validation on a Column
Choose a Column Type
Single Line of Text
Multiple Lines of Text
Choice Column
Number (1, 1.0, 100)
Currency ($, ¥, €)
Date and Time
Lookup (Information Already on This Site)
Yes/No (Check Box)
Person or Group
Hyperlink or Picture
Calculated (Calculation Based on Other Columns)
Rating Scale
Page Separator
External Data
Managed Metadata
Enforce Custom Validation on a List or Library
Change or Remove a Column in a List or Document Library
Change the Order of Columns in a List or Document Library.
Branching in Surveys
Rename a List or Document Library or Change Its Description
Change the Versioning Settings for a List or Document Library
Set the Versioning Settings for a List
Set the Versioning Settings for a Document Library
Change the Document Template for the New Button in a Document Library
Add a Content Type to a List or Document Library
Remove a Content Type from a List or Document Library
Enable or Disable Folders in a List or Document Library
Chapter 8 Creating List Views
Create a Personal or Public View for a List or Library
Create a Standard View
Create a Calendar View
Create a Gantt View
Create a Datasheet View
Specify Columns for a View to Display
Specify Columns for a Standard View or a Datasheet View
Specify Columns for a Calendar View
Specify Columns for a Gantt View
Specify the Order of the Columns in a View
Specify How Items in a View Are Sorted
Specify How Items in a View Are Filtered
Specify How Items in a View Are Grouped
Specify Totals for a View
Specify a Different Item Style for a View
Specify How Folders Will Be Used in a View
Specify the Item Limit for a View
Enable or Disable Inline Editing in a View
Enable or Disable Selecting Multiple Items in a View
Create Mobile Views
Modify a View
Delete a View
Chapter 9 Authoring Pages
Create a New Page
The Differences Between Different Types of Pages
Create a New Wiki Page
Create a New Web Part Page
Create a New Publishing Page
Edit the Properties of a Page
Edit Properties of a Wiki Page
Edit Properties of a Web Part Page
Edit Properties of a Publishing Page
Change the Page Layout of a Publishing Page
Edit the Contents of a Page
Use the Text Editing Control in a Page
Edit and Format Text
Add a Hyperlink
Add and Edit a Picture
Add and Edit a Table
Use Wiki Syntax to Link to Existing Content and Create Pages
Linking to Existing Content
Creating New Pages
Use the Picture Editing Control in a Page
Add a Web Part
Add a Web Part to a Text Editor Control
Add a Web Part to a Web Part Zone
Choose a Web Part
Use Built-in Web Parts
Use the List View Web Part
Use the Content Editor Web Part
Use the Image Viewer Web Part
Use the Media Web Part in SharePoint Server
Use the Content Query Web Part in SharePoint Server
Modify a Web Part
Modify a Web Part’s Title
Modify a Web Part’s Title Bar and Border Settings
Modify or Remove the Link for the Web Part’s Title
Move a Web Part in a Page
Reuse a Web Part (Export/Import)
Export a Web Part
Import a Web Part
Publish a Page
Discard the Check-out of a Page
Compare Versions of a Page
Chapter 10 Managing Security
See What Permissions Are Set
Check Permissions on Files and List Items
Check Permissions on Lists and Libraries
Read the Permissions Page
Check the Permissions for a Specific User or Group
Grant Permissions to a File or List Item
Change a User’s or Group’s Permissions on a File or List Item
Grant Permissions on a List or Library
Change a User’s Permissions on a List or Library
See Who Is a Member of a SharePoint Group
Configure Access Requests for Lists and Libraries
Chapter 11 Workflows
Start a Workflow
Track the Progress of a Workflow
Associate a Workflow with a List or Library
Part III Solutions for Site Managers
Chapter 12 Creating Subsites
Create a Subsite
Create a Subsite with Microsoft Silverlight Installed
Create a Subsite Without Microsoft Silverlight Installed
Create a Team Site
Create an Enterprise Wiki Site in SharePoint Server
Create a Blog Site
Create an Event with a Website
Create an Agenda
Invite Attendees
Chapter 13 Customizing a SharePoint Site
Open the Site Settings Page
Change the Name, Description, Icon, or URL of a Site
Change the Look of a Site by Using Themes
Change the Home Page of a Site
Modify the Top or Left Navigation Bar
Modify the Top or Left Navigation Bar in a Non-Publishing Site
Modify the Top or Left Navigation Bar in a Publishing Site
Create a Site Column
Create a Content Type
Modify a Content Type
Chapter 14 Managing Site Security
Get to a Site’s Permission Management Page
Get to a Site’s People and Groups Settings Page
Check What Permissions a User or a Group Has on a Site
Assign Users’ Permissions on a Site
Add or Remove Users in a SharePoint Group
Add Users’ Permissions Directly to or Remove Them from a Site
Change Permissions of Users or SharePoint Groups in a Site
Create a SharePoint Group for a Site
Edit a SharePoint Group’s Settings
Create Permission Levels for a Site
Part IV Appendixes
Appendix A Common Keyboard Shortcuts
Using Keyboard Shortcuts
Keyboard Shortcuts for Anyone Using a SharePoint Site
General Shortcuts
Top Navigation
List or Library Views
Ribbon Shortcuts
Keyboard Shortcuts for Authors and Editors
Editing List Items or File Properties
Editing Pages in a Web Part Tool Pane
All Site Content Page
Using the Rich Text Editor
Appendix B Useful Links
Useful Links for Anyone Using a SharePoint Site
Useful Links for Authors and Editors
Useful Links for Site Managers
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