book

Microsoft® SharePoint® 2010: Creating and Implementing Real-World Projects

by Christian Buckley Jennifer Mason Brian T. Jackett, and Wes Preston

March 2012

Beginner to intermediate

436 pages

9h 58m

English

Microsoft Press

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Who Should Read This BookAssumptionsOrganization of This BookSetting ExpectationsWhat Is a Real-World Scenario?Introduction to SharePointWhat Is SharePoint?SitesCommunitiesCompositesContentInsightsSearchDifferent SharePoint VersionsSharePoint OnlineSharePoint Foundation ServerSharePoint ServerSharePoint Environment Used for This Book
We Want to Hear from YouStay in Touch
Identifying the Business ProblemData, Data, and More DataIt’s All in Our MindsI Don’t Have Time to Learn New ProductsSummarizing the Business ProblemGathering InformationSystem UsersProject CommitteeProject ManagersProject ResourcesDifferent Users Working TogetherSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSingle Site CollectionSite-Level Permissions ManagementSolution TemplatesProject Site ModificationsSolution NavigationSolution Content MetadataSolution BrandingSite WireframesProject Management Landing PageProject TemplateBuilding the SolutionProjects Home Page: Project CentralCreate the Site CollectionCreate Site Lists and LibrariesCustomizing Site Lists and LibrariesInfoPath CustomizationsDesign the SiteCustomize the Quick LaunchAdd and Configure Web PartsConfigure Site PermissionsProject Site TemplateCreate Template SiteDelete Unused Content and Update Existing ListsCreate Custom Content Types for Project DocumentsCreate Custom List Template for Project DocumentsCreate ListsOrganize the Home Page LayoutCustomize the Active Tasks Web PartUpdate Site ThemeSave Site as TemplateCreating a New ProjectCreate a New SiteAdd a New Entry to the Project Status ListSolution in ActionManaging the SolutionPermissions ManagementContent ManagementUpdating the TemplateOther Potential ConcernsReviewing the PlatformMultiple Site Collections RequiredUsing SharePoint FoundationUsing SharePoint Online with Office 365Using SharePoint Server StandardAdditional CustomizationsSummary
Identifying the Business ProblemLow RegistrationTrainer OverheadReport on Training DataSummarizing the Business ProblemGathering InformationSystem UsersAll EmployeesHuman ResourcesTrainersSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsInfoPath Forms ServicesCustom List to Store Class InformationPermissionsData ThresholdsSolution WireframesTraining HomeMy RegistrationClass InformationHistoryManage AttendeesBuilding the SolutionBuilding the Training SiteReplace the Site LogoDelete the Press Releases SiteCreating a Class ListCreate the ListCreate the ColumnsCreate the ViewsCreate the Custom View FormCreate the Custom Edit FormCreating the Registration Form LibraryCreate FormAdd the CourseID FieldAdd the User FieldPublish the Form to the Training SiteAdd the Data ConnectionsConfigure the Conditional FormattingConfigure the Register ButtonAdd the Form Web Part to the List ViewCreating and Configuring PagesCreate Additional ColumnsCreate the Custom WorkflowMy Registrations PageManage the Registration PageCreate the New Course PageEdit a CourseHistory PageHome PageCheck In, Publish, and Approve PagesSite NavigationManaging the SolutionPermissions ManagementDelete RequirementsRegistration NotificationReviewing the PlatformIf You Are Using SharePoint FoundationIf You Are Using SharePoint Online with Office 365If You Are Using SharePoint Server StandardAdditional CustomizationsSummary
Identifying the Business ProblemsSelf-Service Access to Common InformationExtended Time on Help Desk CallsSupport for Third-Party Vendors and PartnersSummarizing the Business ProblemsGathering InformationSystem UsersAll Employees and PartnersHelp Desk Support TeamSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSharePoint FoundationSingle Site CollectionPermissionsSolution WireframesFAQ Home PageFAQ Item View PageHelp Me PageBuilding the SolutionBuild the FAQ SiteChange the Site Logo and ThemeCreate and Customize the FAQs ListCreate the ColumnsCustomize the Shared Documents ListCustomize the Links ListCreate and Customize the Help Me ListCreate the ColumnsConfigure the WorkflowWorkflow in ActionDesign the List View PageDesign the Help Me PageDesign the Home PageManaging the SolutionReviewing the PlatformIf You Are Using SharePoint Online with Office 365If You Are Using SharePoint Server StandardIf You Are Using SharePoint Server EnterpriseAdditional CustomizationsSummary
Identifying the Business ProblemsLinking Content to ClassesUnable to Find New Classes in Real TimeProvisioning Class-Related InfrastructureSummarizing the Business ProblemsGathering InformationClass PresenterAttendeeLearning Center AdministratorDesigning the SolutionContent InfrastructureInitialization WorkflowDocument Sets (SharePoint Server Feature)Solution DataAssociation Design DecisionsClass as ParentClass as ChildAssociation DecisionCascading and Restricted DeletionBuilding the SolutionBuild the Learning Center SiteCreate Class CalendarCreate the CalendarCreate the ColumnsCreate the ViewsCreate Announcements ListCreate the ListCreate the ColumnsCreate the Alerts (Optional)Add List View Web Part to PageCreate Announcement WorkflowCreate the WorkflowCreate Class Documents LibraryCreate the Document LibraryCreate Class Discussions BoardCreate the Discussion BoardCreate Class Links ListCreate the ListCreate the ColumnsImplement the WorkflowFinish Classes CalendarCreate the ColumnsAdd List Web Part to PageImplement Class-Initialization WorkflowImplement the WorkflowImplement Security and Permissions (Optional)Create the Permission LevelAssign the Permission LevelEnd ResultReviewing the PlatformUsing SharePoint Online with Office 365Using SharePoint Server StandardUsing SharePoint Server EnterpriseSummary
Identifying the Business ProblemsTrack Service RequestsService Requests Not Worked On in a Timely MannerEnd Users Aren’t Updated on StatusSummarizing the Business ProblemsGathering InformationEnd UserHelp Desk UserIT ManagerDesigning the SolutionDesigning WorkflowsVisio to SharePoint DesignerTargeting ContentSolution DataBuilding the SolutionBuild Help Desk SiteCreate Pages Document LibraryCreate the Document LibraryCreate the User PagesModify the Quick LaunchCreate Service Requests ListCreate the ListCreate the ColumnsCreate the ViewsCreate Service Request Tasks ListCreate the ListCreate the ColumnsCreate the ViewsCreate Service Request WorkflowCreate the WorkflowIntegrate with External Workflow (Informational)Export Workflow: SharePoint Designer to Visio (Optional)Export Workflow: Visio to SharePoint Designer (Optional)Configure Wiki PagesAdd List Web Part to PageConfigure Audiences on Web Part (Optional)End ResultReviewing the PlatformUsing SharePoint FoundationUsing SharePoint Online with Office 365Using SharePoint Server EnterpriseSummary
Identifying the Business ProblemsCalendar ReviewPermissions ControlsTeam Site IndividualitySummarizing the Business ProblemsGathering InformationAll EmployeesTeam MembersManagement Content AuthorsSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSetting PermissionsClarifying Event ActivitiesContent SecuritySolution WireframesGroup Activity SiteTeam Activity SiteBuilding the SolutionBuild the Team Activity SiteCreate Team SubsitesCreating SubsitesAdd Calendar to Team Site PageCleaning Up Unused Web PartsAdding Calendar ItemsEdit Activity Site Calendar ViewCreate a Calendar OverlayEstablish Site PermissionsBreaking Inheritance for the Team SitesCreating New Groups and Setting Site Permissions for Team SitesManaging the SolutionReviewing the PlatformIf You Are Using SharePoint Foundation or SharePoint Server StandardIf You Are Using SharePoint Online with Office 365Additional CustomizationsSummary

Identifying the Business ProblemsPeer ReviewContent ApprovalPersonal View of ContentTagging Through CategoriesRatingsContent Syndication (RSS)Summarizing the Business ProblemsGathering InformationSystem UsersAll EmployeesContent AuthorsPeer ReviewersContent ApproversSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSetting PermissionsClarifying Workflow ActivitiesContent SecuritySolution WireframesBlog HomeMy Posts PageBuilding the SolutionBuild the Blog SiteEstablish Blog PermissionsBreaking Inheritance for the Blog SiteCreating New Groups and Setting Site Permissions for Blog ParticipantsEnabling Anonymous Access to the BlogModify the Posts ListCreating a ColumnCreating the Review and Approval WorkflowCreating the Personal ViewModify Categories (Tags)Add RatingsConfigure RSSManaging the SolutionReviewing the PlatformIf You Are Using SharePoint Foundation or StandardIf You Are Using SharePoint Online with Office 365Additional CustomizationsSummary
Identifying the Business ProblemsNotification of New RequestInitiate the Response ContentReview and Approve the ResponseSummarizing the Business ProblemsGathering InformationSystem UsersSalesPractice LeadsEstimators and Subject Matter ExpertsApproversManagementProcess FlowSolution DataRFP Request DocumentsRFP Response DocumentsSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSite TaxonomySite TemplatesList TemplatesPermissionsData Thresholds/ScalabilitySolution WireframesBuilding the SolutionBuild RFP SiteCreating an RFP Notification Security GroupCreate Site Columns and Content TypesPractices, Estimates, and ApproversCreating the Site ColumnsCreating the RFP Content TypeCreating the Deliverable Content TypeCreating a Notification Workflow for RFPsCreate RFPs LibraryContent TypesCreating the LibraryConfiguring the Library for Content TypesCreating the ViewsCreating a Notification WorkflowCreating a Process WorkflowCreate PagesConfiguring the Home PageCustomizing the Quick LaunchManaging the SolutionPermissions ManagementThe Business ProcessReviewing the PlatformAdditional CustomizationsSummary
Identifying the Business ProblemsConsistent and Available DataTracking ActivityPersonalization of DataSummarizing the Business ProblemsGathering InformationSystem UsersAll UsersSales ResourcesSolution DataSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSite TaxonomySite TemplatesList TemplatesPermissionsData Thresholds/ScalabilitySolution WireframesHomeCompany InformationBuilding the SolutionBuild the Contacts SiteCreating the Sales Security GroupCreate the Company ListCreating the ListCreating the ColumnsChanging Column OrderCreating the ViewCreate the Contacts ListCreating the ListCreating the ColumnsUsing the Journal FieldCreating the ViewsCreating a Custom Edit FormCreate PagesCustomizing the Quick LaunchAdding Web Parts to the Home PageEditing the Views of the Web PartsAdding Conditional Formatting to Tickler DatesCreating the Contacts By Company PageManaging the SolutionPermissions ManagementCommunication and TrainingReviewing the PlatformAccess ServicesAdditional CustomizationsSummary
Identifying the Business ProblemsMultiple Off-Site SchedulersSend Appointment ConfirmationDaily Assignments ReportsSummarizing the Business ProblemsGathering InformationSystem UsersAdministrators/SchedulersTechniciansSolution DataResourcesAppointmentsSummarizing the Requirements Gathering ProcessDesigning the SolutionDesign DecisionsSite TaxonomySite TemplatesList TemplatesPermissionsData Thresholds/ScalabilitySolution WireframesHome PageAppointmentsBuilding the SolutionConfigure the SiteEnable Site FeaturesPopulate the Resources ListCreate the Appointments ListCreate the ListUpdate the Title ColumnUpdate the Location ColumnUpdate the Category ColumnCreate Confirm Email ColumnCreate Phone ColumnChange Order of ColumnsCreate and Edit the ViewsConfigure SecurityCreate a Schedulers Security GroupConfigure Resources List SecurityConfigure Appointments List SecurityCustomize the Quick LaunchAdd New Appointment Header and LinkQuick Links to Filtered ViewsAdd New Phone Message Header and LinkExtend the Core FunctionalityCreate a Send Confirmation WorkflowCreate a Send Confirmation ActionManaging the SolutionPermissions ManagementView ManagementReviewing the PlatformSummary
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About the Technical Editors

Content preview from Microsoft® SharePoint® 2010: Creating and Implementing Real-World Projects

I would like to dedicate this book to Chris Maiers. The idea for this book came from many of the conversations we have had over the past year. Thanks for being such a great client and friend!
—JENNIFER MASON

I’d like to dedicate this book to my old echoTechnology team of Garry Smith, Sergio Otoya, Darshan Dalwadi (and team), Luis Juarez, Nick Kellett, and latecomer Mark McGovern. Thanks guys for all your support!
—CHRISTIAN BUCKLEY

I would like to dedicate this book to my family—Tom, Debbie, Dave, and Jay—and my girlfriend, Sarah, for all of your support through the writing process and beyond. Thanks for your support; it hasn’t gone unnoticed.
—BRIAN T. JACKETT

My work on this book is dedicated to my parents, who founded, owned, and operated the oldest ...

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and much more.