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Microsoft® SharePoint® 2010 Plain & Simple

Name: Microsoft® SharePoint® 2010 Plain & Simple
Author: Johnathan Lightfoot and Chris Beckett
ISBN: 9780735656277

by Johnathan Lightfoot and Chris Beckett

December 2010

Beginner

300 pages

7h 5m

English

Microsoft Press

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Dedication
Acknowledgments
1. About This Book
No Computerspeak!Just Essential Tasks...And the Easiest Way to Do ThemA Quick OverviewA Few AssumptionsA Final Word (or Two)
2. What’s New and Improved in SharePoint 2010?
New FunctionalityMicrosoft Access ServicesBusiness Connectivity ServicesDigital Asset ManagerRead-Only DatabasesRecords ManagementMicrosoft Visio ServicesCoauthoringWindows 7 SearchTag ProfilesChart Web PartsImproved FunctionalityUser InterfaceEnterprise SearchExcel ServicesLarge List Scalability and ManagementImproved Backup and RestoreThemesPerformancePoint ServicesSocial ComputingMicrosoft Word Automation ServicesSharePoint Workspaces
3. Getting Started with SharePoint Sites
Understanding SitesAccess a SharePoint SiteCreating a SharePoint Site Based on a TemplateCreate a Site Based on the Team Site TemplateLocating Items on a Team SiteWorking with WorkspacesCreate a Document WorkspaceChanging a Site’s Look and FeelChange the Title and Description of Your SiteTurn Off the Quick Launch BarChange the Color Theme of the SiteViewing Site ContentView All Site ContentSaving a Site TemplateSave a Site as a Template
4. Organizing and Managing Information
Introducing Site Columns and Content TypesManaging Site ColumnsOpen Site ColumnsBrowse Site ColumnsCreate a Site ColumnEdit Site ColumnsManaging Content TypesAccess Content TypesInspect Content TypesCustomizing Document Templates with Content TypesAssociate a Document Template with a Content TypeWorking with WorkflowsWhat Are Workflows?Associate a Workflow with a LibraryStart a WorkflowCheck the Status of a Running Workflow
5. List and Library Essentials
Creating and Deleting ListsCreate a List or LibraryDelete a List or LibraryAdding, Editing, and Deleting List ItemsAdd a List ItemEdit an ItemDelete an ItemOrganizing Items with FoldersCreate a FolderWorking with List ColumnsCreate a ColumnEdit Column SettingsDelete a List ColumnUsing List and Column Validation RulesAdd a Validation Rule to a ColumnAdd a Validation Rule to a ListSorting and Filtering ListsSort a ListFilter a ListWorking with List ViewsCreate a List ViewSelect a List ViewSort a List ViewFilter a List View
6. Working with Documents
Managing Documents with a Document LibraryCreate a Document LibraryCustomizing Document TemplatesModify the Document Template for a Document LibraryModify the Document Template for a Content TypeUploading Multiple DocumentsUpload Multiple Files with Internet ExplorerUpload Multiple Files with Windows ExplorerChecking Documents In and OutDisplay the Check Out Status on a Document Library ViewCheck Out a DocumentCheck In a DocumentRequire Document Check Out on a LibraryTracking Documents with Document IDsEnable the Document ID ServiceConfigure Document ID SettingsLocate the Document ID on a DocumentUse the Find By Document ID Web PartUsing Send To LocationsUse the Send To MenuAdd a Custom Send To LocationIntroducing Document SetsEnable the Document Sets Site Collection FeatureConfigure Document Set OptionsEnable Document Sets on a Document LibraryCreate a Document Set
7. Working with Media
Getting Started with Media SharingEnable the Publishing Infrastructure FeatureEnable the SharePoint Server Publishing FeatureIntroducing the Asset LibraryCreate an Asset LibraryOrganizing with Keywords and MetadataEnable Enterprise KeywordsEnable Metadata NavigationTagging and Uploading Media FilesTag Files with Windows ExplorerUpload Files to an Asset LibraryUsing SharePoint Assets from Microsoft OfficeConnect an Asset Library to OfficeInsert Pictures or Video into PowerPointAdding Media to a SharePoint PageInsert a Picture from SharePointInsert a Video with the Media Web Part
8. Using Information Management Policies
Getting Started with Information Management PoliciesUsing Auditing PoliciesEnable AuditingView an Audit ReportAdding a Document Label PolicyEnable Document LabelsInsert a Label in a DocumentWorking with a Document Barcode PolicyEnable Document Bar CodesInsert a Barcode in a DocumentSetting an Expiration PolicyEnable an Expiration Policy

9. Organizing People and Work
Creating a Project Schedule with the Project Tasks ListCreate a Project Task ListAdd a Project TaskUpdate Multiple Tasks with the DatasheetZoom the Gantt ViewConfigure Task ColumnsScheduling Events with the Calendar ListCreate a Calendar ListSwitch Calendar ViewsSchedule a MeetingUsing the Issues ListCreate an Issues ListConfigure Issue CategoriesEnhancing Communication with the Discussion ListCreate a Discussion ListStart a Discussion ThreadReply to a Discussion ThreadSynchronizing Project Tasks with Microsoft ProjectSync with a Tasks ListManage Synchronization Fields
10. Using SharePoint with Office 2010
Connecting SharePoint Libraries to OfficeAdd a Quick Link to a SharePoint SiteSave a Document to a SharePoint SiteManage SharePoint Site Quick LinksConnecting a SharePoint Calendar to OutlookConnect a Calendar List to OutlookCopy or Move SharePoint Calendar Items to OutlookArchiving Outlook E-Mail in SharePointAdd Outlook E-Mail Messages to a Discussion ListSharing PowerPoint Slides with a Slide LibraryCreate a Slide LibraryPublish Slides from PowerPointCopy Slides to a PowerPoint PresentationBroadcasting a PowerPoint PresentationBroadcast a Slide ShowImporting and Exporting Lists to ExcelImport a Spreadsheet to SharePointExport a List to Excel from SharePointExport a Table from Excel to SharePointConnecting Access and SharePointOpening a SharePoint List in AccessIntroducing SharePoint WorkspaceCreate a Workspace AccountSync to SharePoint Workspace
11. Collaborating with Blogs
What’s Where in a Blog SiteCreating a Blog SiteCreate a Blog Site from Your SharePoint ProfileChange Your Blog Picture and DescriptionChange Your Blog PictureEdit Your Blog DescriptionUsing CategoriesCreate a New CategoryEdit a CategoryManaging Blog PostsCreate a Blog PostPublish a Blog Post Previously Saved as a DraftManaging Blog CommentsAdd a CommentView, Edit, or Delete CommentsSubscribing to a Blog RSS FeedSubscribe to RSSUsing Desktop Blogging Tools to Publish Blog PostsPublish a Blog Post from Microsoft Word
12. Security Within SharePoint 2010
Understanding SharePoint SecurityAdding People to GroupsAdd People to GroupsCreating GroupsCreate a GroupGranting Permissions to an IndividualGrant an Individual PermissionsBreaking InheritanceBreak InheritanceGranting Access to Lists, Libraries, and Individual ItemsGrant Access to a List or LibraryGrant Access to Individual ItemsRemoving SecurityRemove Someone from a GroupRemove a Group’s Site PermissionsChecking PermissionsView Permissions on a LibraryCheck Permissions for a User
13. Using Personal Sites and Social Networking
Introducing My SiteOpen Your My SiteEditing Your User ProfileEdit Your User ProfileUploading ContentUpload Content to Your My Site Shared DocumentsUpload Content to Your My Site Personal DocumentsTracking ColleaguesAdd a ColleagueEdit Colleague InformationRemove a ColleagueUpdating Your StatusUpdate Your StatusView Colleague StatusUsing Your Note BoardCreate a Note on Content Within SharePointAdd the SharePoint Tags And Notes Tool to Your FavoritesAdd a Note to Content on an External SiteView Notes
14. Searching for Information
Introducing Search CenterCreate a Search CenterAccess a Search CenterPerform a Search with Search CenterUsing Search ScopesCreate a Search ScopeAdd Rules to a Search ScopeUsing RefinersUse RefinersSetting Up Best Bet ResultsCreate a Best BetSubscribing to Search Results as an RSS FeedSubscribe to Search Results as an RSS FeedView Search Feeds in Internet Explorer 8View Search Feed in Outlook 2010Using Advanced SearchUse Advanced Search
A. About the Authors
Index
About the Authors
Copyright

Content preview from Microsoft® SharePoint® 2010 Plain & Simple

Chapter 6. Working with Documents

In this section:

The origins of SharePoint were heavily focused on document management, and managing documents continues to be one of the key features that just about everyone who uses SharePoint takes advantage of.

In this section, we explain some of the most common ways to use document libraries and describe some of the features introduced in Microsoft SharePoint Server 2010, including the document ID server and document sets.

Managing Documents with a Document Library

The core difference between a SharePoint ...

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Microsoft® SharePoint® 2010 Plain & Simple

by Johnathan Lightfoot and Chris Beckett

Chapter 6. Working with Documents

Managing Documents with a Document Library

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.