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SharePoint 2010 How-To

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SharePoint 2010 How-To


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  • Copyright 2011
  • Dimensions: 6" x 9"
  • Edition: 1st
  • Book
  • ISBN-10: 0-672-33335-X
  • ISBN-13: 978-0-672-33335-4

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!

  • Quickly review essential SharePoint terminology and concepts
  • Find, log on to, and navigate SharePoint sites
  • Create, manage, and use list items, documents, and forms
  • Set up alerts to notify you about new or changed content
  • Use views to work with content more efficiently
  • Make the most of search in SharePoint Server and SharePoint Foundation
  • Organize content with lists, document libraries, and templates
  • Use powerful new social networking features, including tagging, NewsFeed updates, and blogs
  • Author and edit each type of SharePoint page
  • Manage site security and control access to specific content
  • Create workflows, track them, and link them to lists or libraries
  • Create Meeting Workspaces for individual projects
  • Customize a site’s appearance, settings, and behavior
  • Work efficiently with SharePoint 2010’s updated interface and new Ribbon


Category:  Microsoft Servers/SharePoint

User Level: Beginner–Intermediate

Sample Content

Online Sample Chapter

About Microsoft SharePoint 2010

Sample Pages

Download the sample pages (includes Chapter 1 and Index)

Table of Contents

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



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

9780672333354    TOC    7/21/2010


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