book

Essential SharePoint

Name: Essential SharePoint
Author: Jeff Webb
ISBN: 9780596553166

by Jeff Webb

May 2005

Beginner

336 pages

10h 14m

English

O'Reilly Media, Inc.

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Essential SharePoint
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Preface
Who Should Read This Book
Navigating in SharePoint
Getting the Code Examples
If You Need Help
Font Conventions
How to Contact Us
Safari Enabled
Acknowledgments

1. Why Use SharePoint?
1.1. Solving Problems
1.2. Storing and Sharing
1.3. Improving Collaboration
1.4. Going Public
1.5. Organizing Sites
1.6. Types of Sites
1.7. Parts of a Page
1.8. Where Are the Files?
1.9. Putting SharePoint to Work
1.10. Holding Meetings
1.11. Building Libraries
1.12. Creating Internet Sites
1.13. What Software Do You Need?
1.14. Trying Out SharePoint
1.15. What's SharePoint Not Good For?
1.16. Resources
2. Getting Started
2.1. Before You Begin
2.2. Creating Hosted Sites
2.3. Adding Members
2.4. Changing Pages
2.5. Adding Content
2.5.1. Adding Lists2.5.2. Building Libraries2.5.3. Constructing New Pages2.5.4. Creating Workspaces2.5.5. Workspaces Versus Libraries
2.6. Setting Client Security
2.7. Creating Self-Hosted Sites
2.8. Installing SharePoint Services
2.8.1. Questions to Ask Before You Install2.8.2. Checking SQL Server2.8.3. Preparing Your Host Server2.8.3.1. Integrating existing sites2.8.3.2. Upgrading from SharePoint Team Services2.8.3.3. Coexisting with Exchange Server2.8.4. Installing SharePoint2.8.5. Upgrading WMSDE to SQL Server2.8.6. Setting Up a Web Farm2.8.7. Creating Virtual Servers2.8.7.1. Creating a top-level site in IIS2.8.7.2. Extending the site with SharePoint2.8.8. Re-Enabling Existing Sites
2.9. Adding Members Quickly
2.10. Allowing Anonymous Access
2.11. Maintaining Server Security
2.12. Enabling Self-Service Site Creation
2.13. Resources
3. Applying Templates, Themes, and Styles
3.1. Understanding Templates
3.2. Creating Custom Site Templates
3.2.1. Viewing, Editing, and Deleting Template Files3.2.2. Replacing a Predefined Template3.2.3. Adding Pages3.2.4. Changing the Built-in Pages
3.3. Creating Site Definitions
3.3.1. Customizing Site Definitions3.3.2. Adding and Changing Pages in Site Definitions3.3.3. Debugging Site Definitions
3.4. Distributing Site Templates
3.5. Creating List Templates
3.6. Adding List Views
3.6.1. Sorting, Filtering, and Highlighting with Views3.6.2. Displaying Views in Web Parts3.6.3. Adding Views to List Templates
3.7. Creating List Definitions
3.8. Modifying Themes
3.9. Applying Style Sheets
3.10. Changing the Default Icons
3.10.1. Resources
4. Sharing Contacts and Meetings with Outlook
4.1. Sharing Contacts4.1.1. Creating Contacts Lists4.1.2. Copying Contacts from Outlook to SharePoint4.1.3. Editing Shared Contacts Quickly4.1.4. Linking SharePoint Contacts to Outlook4.1.5. Editing Shared Contacts from Outlook
4.2. Organizing Meetings
4.2.1. Creating a Meeting Workspace4.2.2. Creating Different Types of Workspaces4.2.3. Linking to an Existing Workspace
4.3. Resources
5. Sharing Workspaces and Lists with Excel
5.1. Getting Started with Excel and SharePoint
5.2. Sharing Workbooks
5.2.1. Using the Task Pane5.2.2. Adding Documents5.2.3. Adding Members5.2.4. Sending and Receiving Alerts5.2.5. Assigning Tasks5.2.6. Controlling Updates5.2.7. Opening a Shared Workbook5.2.8. Checking Files In and Out5.2.9. Reconciling Changes and Viewing History
5.3. Sharing Lists
5.3.1. Viewing SharePoint Lists in Excel5.3.2. Importing Lists into Existing Workbooks5.3.3. Editing Lists and Reconciling Changes5.3.4. Creating and Sharing Lists in Excel
5.4. Publishing as a Web Page
5.5. Using the Spreadsheet Web Part
5.6. Programming SharePoint in VBA
5.6.1. Creating Workspaces5.6.2. Opening Workbooks from a Shared Workspace5.6.3. Removing Sharing5.6.4. Responding to Updates5.6.5. Creating a List5.6.6. Sharing a List5.6.7. Inserting a Shared List5.6.8. Refreshing and Updating5.6.9. Unlinking, Unlisting, and Deleting
5.6.10. Resources
6. Using Document Libraries with Word
6.1. Understanding Libraries
6.2. Adding Documents to a Library
6.3. Creating New Documents
6.3.1. Starting from Word6.3.2. Starting from the Library
6.4. Adding Document Properties
6.5. Changing the Library Template
6.6. Linking Documents to Libraries
6.7. Making Revisions Privately
6.8. Linking and Publishing Custom Properties
6.9. Discussing a Document
6.10. Enabling Emailed Submissions
6.11. Approving/Rejecting Documents
6.12. Responding to Events
6.13. Searching for Documents
6.14. Resources
7. Gathering Data
7.1. Using Lists to Gather Data7.1.1. Building a Lookup Table7.1.2. Creating a Data List7.1.3. Adding Totals, Groupings, and Filters7.1.4. Modifying the New Item Form7.1.4.1. Creating a new default view7.1.4.2. Add the list form web part list form web part7.1.4.3. Editing the new view7.1.5. Changing Pages to View/Edit/Add Items7.1.6. Saving the List as a Template
7.2. Using Form Libraries to Gather Data
7.2.1. Understanding Form Libraries7.2.2. Designing a Form7.2.3. Creating a Form Library7.2.4. Emailing Form Data7.2.5. Customizing Forms7.2.5.1. Adding controls7.2.5.2. Setting conditional formatting7.2.5.3. Writing code7.2.5.4. Testing a form7.2.5.5. Hiding controls7.2.6. Populate a Control from a List7.2.6.1. Creating a data connection7.2.6.2. Adding bound controls7.2.6.3. Filtering data7.2.7. Validating Data7.2.8. Preventing Changes to Form Templates7.2.9. Generating HTML for Forms7.2.10. Programming in .NET7.2.10.1. Creating a project7.2.10.2. Responding to events7.2.10.3. Converting scripts to .NET7.2.10.4. Debugging and deploying
7.2.11. Resources
8. Creating Web Parts
8.1. Preparing to Develop8.1.1. Using Remote Desktop8.1.2. Using Virtual PC8.1.3. Configuring the Server for Development
8.2. Creating a Web Part Project
8.2.1. Creating a Test Page8.2.2. Configuring a New Project8.2.3. Building and Signing the Assembly8.2.4. Registering the Web Part8.2.5. Adding the Web Part to a Page8.2.6. Troubleshooting
8.3. Deploying Web Parts
8.3.1. Deploying to the Virtual Server Gallery8.3.2. Adding to the Site Gallery8.3.3. Deploying as Windows Installer Files8.3.4. Deploying to the Online Gallery
8.4. Creating Web Parts from Excel
8.5. Resources
9. Programming Web Parts
9.1. Understanding Web Parts9.1.1. Extending ASP.NET9.1.2. Using Web Parts9.1.3. Programming Tasks
9.2. Creating Web Part Appearance
9.3. Adding Child Controls
9.4. Working on the Client Side
9.4.1. Using Scripts with Web Controls9.4.2. Importing Script Blocks
9.5. Understanding Event Order
9.6. Adding Properties
9.6.1. Setting Property Attributes9.6.2. Serializing Properties9.6.3. Linking Properties to Controls9.6.4. Saving Property Settings9.6.5. Controlling/Debugging Serialization9.6.6. Setting Properties in DWP
9.7. Adding Menus
9.8. Customizing the Property Task Pane
9.9. Connecting Parts
9.9.1. Creating a Simple Connection
9.10. Resources
10. Remote Programming
10.1. Choosing an Approach
10.2. Using the Office Object Model
10.2.1. From VBA10.2.2. From .NET
10.3. Using Web Services
10.3.1. From VBA10.3.2. VBA Programming Tips10.3.3. Working with Lists10.3.3.1. Adding attachments10.3.3.2. Retrieving attachments10.3.3.3. Deleting attachments10.3.3.4. Performing queries10.3.4. From .NET10.3.5. .NET Programming Tips10.3.6. From ASP.NET10.3.7. Using the Admin Service
10.4. Using URL Commands
10.4.1. Getting GUIDs10.4.1.1. Using SharePoint objects10.4.1.2. Using web services (.NET)10.4.1.3. Using web services (VBA)10.4.2. Executing URL Commands
10.5. Using FrontPage RPC
10.5.1. Preparing a Page for RPC10.5.2. Common RPC Tasks10.5.2.1. Identifying lists10.5.2.2. Combining multiple methods10.5.2.3. Querying lists10.5.2.4. Creating lists10.5.2.5. Creating pages10.5.2.6. Deleting items10.5.2.7. Deleting lists10.5.3. Resources
A. Upgrading
Upgrading to SQL 2000
Upgrading to Portal Server
Recording Settings
Installing and Configuring Portal Server
Re-Extending Existing Sites
Connecting Sites to the Portal
Adding Links to the Portal
Upgrading from Team Services
Resources
B. Reference Tables
Office Versions
StsAdm Commands
SetupSts Commands
Server Files and Locations
Content Not Stored in Database
Index
About the Author
Colophon
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Content preview from Essential SharePoint

Discussing a Document

You can discuss a document online by selecting Discuss from the document's context menu, as shown in Figure 6-11. Doing so for a Word document opens the document in the browser and allows you to add comments in the Discussion pane at the bottom of the screen.

Comments entered as a discussion are saved when you navigate away from the document in the browser, but adding and reading items is so confusing, I'd recommend you avoid Discussions when working with Word documents. Instead, open the document in Word and use the Reviewing toolbar to enter comments and revisions.

Discussions seem better-suited for web pages (.html, .aspx). In those cases, the Discussion tags appear as Post-it? -like notes on the page as it is displayed in the browser, and it is easy to add or reply to comments in the discussion through the browser, as shown in Figure 6-13.

Discussions are maintained separately from the document library. To manage discussions in SharePoint, select Site Settings → Go to Site Administration → Manage Web Discussions.

Figure 6-13. Adding Discussion comments to a SharePoint web page

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Essential SharePoint

by Jeff Webb

Discussing a Document

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