Microsoft SharePoint 2010 Power User Cookbook电子书

Microsoft SharePoint 2010 Power User Cookbook

Table of Contents

Microsoft SharePoint 2010 Power User Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Getting Started—SharePoint Essentials

Introduction

Creating a SharePoint list

Getting ready

How to do it...

How it works...

There's more...

"Roll your own"—creating custom lists

Lists to show external data

How much data can your store in a list

See also

Creating a site column

Getting ready

How to do it...

How it works...

See also

Creating a content type

Getting ready

How to do it...

How it works...

See also

Creating and accessing my My Site

Getting ready

How to do it...

How it works...

There's more...

See also

Updating my user profile

Getting ready

How to do it...

How it works...

There's more...

See also

Tracking colleagues using my My Site

Getting ready

How to do it...

How it works...

See also

Viewing the SharePoint sites I am a member of

Getting ready

How to do it...

How it works...

See also

Tagging a SharePoint page so I can find it again later

Getting ready

How to do it...

How it works...

There's more...

See also

Reviewing the tags and notes other users have posted on a SharePoint page

Getting ready

How to do it...

How it works...

See also

Adding an alert to a SharePoint page

Getting ready

How to do it...

How it works...

There's more...

See also

Managing my alerts in SharePoint

Getting ready

How to do it...

How it works...

See also

Determining my permissions in a SharePoint site

Getting ready

How to do it...

How it works...

There's more...

Checking your permission levels in other SharePoint sites

SharePoint users and groups

Understanding "securable objects" and inheritance

See also

Checking another user's permissions in a SharePoint site

Getting ready

How to do it...

How it works...

There's more...

See also

Applying unique permissions to a SharePoint list

Getting ready

How to do it...

How it works...

There's more...

Securing individual pages, document libraries, documents, and list items

Alternative ways to secure your sensitive content

See also

2. Working Together—Using SharePoint to Collaborate

Introduction

Creating a Team Site

Getting ready

How to do it...

How it works...

There's more...

Sites versus Site Collections

See also

Adding users to a Team Site

Getting ready

How to do it...

How it works...

There's more...

See also

Adding a new page to a Team Site

Getting ready

How to do it...

How it works...

There's more...

See also

Adding a link to the Top link bar of a Team Site

Getting ready

How to do it...

How it works…

There's more...

Adding a slide library to share PowerPoint slides

Getting ready

How to do it...

How it works...

There's more...

See also

Adding a slide to a presentation from a SharePoint slide library

Getting ready

How to do it...

How it works...

See also

Creating and tracking a discussion item

Getting ready

How to do it...

How it works...

There's more...

See also

Managing a Team Site Calendar with Outlook 2010

Getting ready

How to do it...

How it works...

See also

Creating a task and assigning it to another user

Getting ready

How to do it...

How it works...

There's more...

See also

Using the datasheet to bulk-edit tasks in a task list

Getting ready

How to do it...

How it works...

See also

Managing a SharePoint task list in Outlook 2010

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a SharePoint contact list and connecting it to Outlook 2010

Getting ready

How to do it...

How it works...

There's more...

See also

3. SharePoint as the Data Hub—Storing and Integrating Data

Introduction

Creating a custom list

Getting ready

How to do it...

How it works...

There's more...

Creating a custom list from a spreadsheet

See also

Creating a custom list view

Getting ready

How to do it...

How it works...

See also

Creating a term set using the managed metadata service

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a list column based on a term set

Getting ready

How to do it...

How it works...

There's more...

See also

Creating an external content type

Getting ready

How to do it...

How it works...

There's more...

See also

Creating an external list

Getting ready

How to do it...

How it works...

There's more...

See also

4. SharePoint Document Management Deep Dive

Introduction

Uploading an existing document to a document library

Getting ready

How to do it...

How it works...

There's more...

See also

Uploading multiple documents to a document library

Getting ready

How to do it...

How it works...

See also

Creating a new document in your My Site

Getting ready

How to do it...

How it works...

See also

E-mailing a link to a document in SharePoint

Getting ready

How to do it...

How it works...

See also

Downloading a copy of a document

Getting ready

How to do it...

How it works...

See also

Creating an alert on a document to be notified when it is updated

Getting ready

How to do it...

How it works...

See also

Requiring users to check out a document before they can edit it

Getting ready

How to do it...

How it works...

There's more...

See also

Enabling versioning on a document library

Getting ready

How to do it...

How it works...

See also

Publishing a major version of a document

Getting ready

How to do it...

How it works...

See also

Restoring a previous version of a document

Getting ready

How to do it...

How it works...

See also

Enabling content approval on a document library

Getting ready

How to do it...

How it works...

There's more...

See also

Take SharePoint documents offline using Outlook 2010

Getting ready

How to do it...

How it works...

See also

Co-authoring an important document

Getting ready

How to do it...

How it works...

See also

Use content types to store different types of document in the same document library

Getting ready

How to do it...

How it works...

See also

5. Getting the Message Out—Using SharePoint to Communicate

Introduction

Adding an announcement to a Team Site

Getting ready

How to do it...

How it works...

There's more...

Targeting announcements using audiences

See also

Creating a blog in my My Site

Getting ready

How to do it...

How it works...

See also

Posting to my blog from Microsoft Word 2010

Getting ready

How to do it...

How it works...

See also

Creating a new page on a publishing site

Getting ready

How to do it...

How it works...

See also

Changing the page layout of a publishing site page

Getting ready

How to do it...

How it works...

See also

Publishing a publishing site page

Getting ready

How to do it...

How it works...

There's more...

See also

Using web analytics to see which are the most popular pages on your site

Getting ready

How to do it...

How it works...

There's more...

See also

6. Where's My Stuff?—Finding Things with SharePoint

Introduction

Performing a basic search

Getting ready

How to do it...

How it works...

There's more...

Building better keyword searches

See also

Performing an advanced search

Getting ready

How to do it...

How it works...

See also

Finding experts using a people search

Getting ready

How to do it...

How it works...

See also

Saving a search as an alert and being notified when the results change

Getting ready

How to do it...

How it works...

See also

Using search analytics to see what people are searching for

Getting ready

How to do it...

How it works...

See also

7. Gaining Insights— Using SharePoint for Business Intelligence

Introduction

Creating a chart using the Chart Web Part

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a Key Performance Indicator (KPI)

Getting ready

How to do it...

How it works...

There's more...

See also

Creating an Excel spreadsheet to run on the server

Getting ready

How to do it...

How it works...

There's more...

Controlling what gets published to SharePoint

Unsupported features

See also

Creating a report using Report Builder

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a chart using the PerformancePoint Dashboard Designer

Getting ready

How to do it...

How it works...

There's more...

See also

Building a PerformancePoint business intelligence dashboard

Getting ready

How to do it...

How it works...

There's more...

See also

8. Automating Business Processes—Recipes for Electronic Forms and Workflows

Introduction

Creating an InfoPath Form for a SharePoint List

Getting ready

How to do it...

How it works...

There's more...

Removing columns

Adding images, explanatory text, and tooltips

Adding rules to validate data

InfoPath Designer versus InfoPath Filler

See also

Creating a holiday request InfoPath form and publishing it to a form library

Getting ready

How to do it...

How it works...

There's more...

List Forms versus Form Library forms

Configuring submit options for the holiday request form

See also

Using the Collect Feedback workflow toreceive feedback on a Microsoft Word 2010 document

Getting ready

How to do it...

How it works...

There's more...

Starting workflows from Microsoft Word 2010

Customizing the out of the box workflows

See also

Creating a list workflow using SharePoint Designer 2010

Getting ready

How to do it...

How it works...

There's more...

Understanding different workflow types: reusable and site-level workflows

Getting Visual: tracking your workflow execution status with Visio

See also

Using Microsoft Visio 2010 to model a SharePoint workflow

Getting ready

How to do it...

How it works...

See also

A. Joining the Dots—Creating Composite Applications

Introduction

Understanding composite applications

How to design and build composite applications

Introduction

Is the problem simple and well defined?

What are the risks if my application goes wrong?

Who will use my solution and what roles will they play?

Has somebody else already built a solution to my problem?

Do I have the necessary time, skills, and resources required?

Should this solution really be built without code?

How can I test my application to be sure that it works?

Project Management composite application

The problem

Our solution

Getting ready

How to do it...

How it works...

Reusing the site as a template

What we have learnt

Recipes that will help you build this application

CRM composite application

The problem

Our solution

Getting ready

How to do it...

How it works...

What we have learnt

There's more...

Recipes that will help you build this application

Human Resources composite application

The problem

Our solution

Getting ready

How to do it...

How it works...

What we have learnt

Recipes that will help you build this application

Closing thoughts

Index