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Microsoft SharePoint 2016 Step by Step

Book Description

This is learning made easy! Get productive fast with SharePoint 2016, and jump in wherever you need answers: brisk lessons and colorful screen shots show you exactly what to do, step by step – and practice files help you build your skills. Fully updated for today's powerful new version of SharePoint, Microsoft SharePoint 2016 Step by Step shows you how to do all this:

  • Customize your team site's layout, features, and apps

  • Manage and share ideas, documents, and data

  • Capture and organize content into lists and libraries

  • Automate business processes with built-in workflows

  • Use social features to communicate and collaborate

  • Work with SharePoint's business intelligence features

  • Publish content using enhanced web content management

  • Use SharePoint with Excel, Access, Outlook, and Lync

  • And much more…

  • Table of Contents

    1. Cover
    2. Title Page
    3. Copyright Page
    4. Contents
    5. Introduction
      1. Who this book is for
      2. The Step by Step approach
      3. Download the practice files
      4. Ebook edition
      5. Get support and give feedback
        1. Errata and support
        2. We want to hear from you
        3. Stay in touch
    6. 1. Introduction to SharePoint 2016
      1. Get started with SharePoint
      2. Collaborate and share within teams
      3. Control access to SharePoint sites
      4. Use SharePoint integration with Office
      5. Compare SharePoint products
      6. Skills review
      7. Practice tasks
        1. Get started with SharePoint
        2. Collaborate and share within teams
        3. Control access to SharePoint sites
        4. Use SharePoint integration with Office
        5. Compare SharePoint products
    7. 2. Navigate SharePoint sites
      1. Navigate home pages and SharePoint sites
      2. Understand site structure
      3. Customize site navigation
      4. Work with the ribbon
      5. Navigate lists and libraries
      6. Understand web parts and app parts
      7. Work with the Recycle Bin
      8. Skills review
      9. Practice tasks
        1. Navigate home pages and SharePoint sites
        2. Understand site structure
        3. Customize site navigation
        4. Work with the ribbon
        5. Navigate lists and libraries
        6. Understand web parts and app parts
        7. Work with the Recycle Bin
    8. 3. Work with content in lists and libraries
      1. Discover lists and libraries in a site
      2. Create and populate lists
        1. Create lists
        2. Add and edit list items
      3. Create and populate libraries
        1. Create libraries
        2. Upload existing files
        3. Create documents from a library
        4. Edit documents
      4. Check files out and work with versions
        1. Check files in and out
        2. Work with version history
      5. Organize lists and libraries
        1. Create folders in a list or a library
        2. Add, edit, and remove list and library columns
        3. Sort and filter lists and libraries
      6. Delete and restore list items and documents
      7. Stay up to date with content changes
        1. Set up alerts
        2. Follow documents
      8. Work offline
      9. Skills review
      10. Practice tasks
        1. Discover lists and libraries in a site
        2. Create and populate lists
        3. Create and populate libraries
        4. Check files out and work with versions
        5. Organize lists and libraries
        6. Delete and restore list items and documents
        7. Stay up to date with content changes
        8. Work offline
    9. 4. Make lists and libraries work for you
      1. Use list and library settings
        1. Configure lists and libraries
        2. Set up names, descriptions, and navigation for lists and libraries
      2. Manage list and library users and permissions
      3. Share content in lists and libraries
        1. Share files and folders in a library
        2. Grant item-level permissions
      4. Configure versioning
        1. Configure versioning and content approval for lists
        2. Configure versioning and required checkout for libraries
      5. Work with advanced settings
        1. Work with advanced list settings
        2. Work with advanced library settings
      6. Work with content types and create views
        1. Work with content types
        2. Create views
      7. Set up validation settings and ratings
        1. Use validation settings
        2. Set up ratings
      8. Delete and restore lists and libraries
      9. Skills review
      10. Practice tasks
        1. Use list and library settings
        2. Manage list and library users and permissions
        3. Share content in lists and libraries
        4. Configure versioning
        5. Work with advanced settings
        6. Work with content types and create views
        7. Set up validation settings and ratings
        8. Delete and restore lists and libraries
    10. 5. Search for information and people
      1. Search SharePoint sites
      2. Target search queries
      3. Create and manage terms
      4. Influence relevance rankings
      5. Configure search behavior
      6. Customize search results pages
      7. Define visibility and indexing for sites
      8. Search for people
      9. Skills review
      10. Practice tasks
        1. Search SharePoint sites
        2. Target search queries
        3. Create and manage terms
        4. Influence relevance rankings
        5. Configure search behavior
        6. Customize search results pages
        7. Define visibility and indexing for sites
        8. Search for people
    11. 6. Work with My Site and OneDrive for Business
      1. Understand your My Site
      2. Converse and monitor by using the Newsfeed page
        1. The Newsfeed page
        2. Microblogging
      3. Work with OneDrive for Business
        1. The OneDrive for Business library
        2. Use the OneDrive for Business sync client
      4. Skills review
      5. Practice tasks
        1. Understand your My Site
        2. Converse and monitor by using the Newsfeed page
        3. Work with OneDrive for Business
    12. 7. Work with webpages
      1. Understand SharePoint pages
        1. Web part pages
        2. Wiki pages
        3. Publishing pages
        4. Application pages
      2. Create pages
      3. Add content to pages
        1. Modify pages
        2. Format and display content
        3. Reusable content
      4. Manage pages
      5. Use app parts and web parts
      6. Skills review
      7. Practice tasks
        1. Understand SharePoint pages
        2. Create pages
        3. Add content to pages
        4. Manage pages
        5. Use app parts and web parts
    13. 8. Create and manage sites
      1. Create sites
        1. Create sites
        2. Create personal sites
      2. Manage site users and permissions
      3. Share sites
      4. Change site themes
      5. Create and use custom site templates
      6. Manage site features
      7. Manage site content syndication
      8. Delete sites
      9. Skills review
      10. Practice tasks
        1. Create sites
        2. Manage site users and permissions
        3. Share sites
        4. Change site themes
        5. Create and use custom site templates
        6. Manage site features
        7. Manage site content syndication
        8. Delete sites
    14. 9. Work with wikis, blogs, and community sites
      1. Create wiki libraries
      2. Create and use Enterprise Wiki sites
      3. Create and manage blog sites
      4. Create, manage, and delete blog posts
      5. Create and manage community sites
        1. Community Portal
        2. Community site pages and web parts
        3. Permissions and Auto Approval
      6. Work with community sites
      7. Skills review
      8. Practice tasks
        1. Create wiki libraries
        2. Create and use Enterprise Wiki sites
        3. Create and manage blog sites
        4. Create, manage, and delete blog posts
        5. Create and manage community sites
        6. Work with community sites
    15. 10. Manage work tasks
      1. Create and manage project sites
        1. SharePoint 2016 project sites
        2. Project Server 2016 Project Sites
      2. Work with tasks, subtasks, and the timeline
        1. Manage tasks and subtasks
        2. Format the timeline
      3. Manage projects by using SharePoint and Project Professional
      4. Skills review
      5. Practice tasks
        1. Create and manage project sites
        2. Work with tasks, subtasks, and the timeline
        3. Manage projects with SharePoint and Project Professional
    16. 11. Work with workflows
      1. Automate business processes by using SharePoint
      2. Use built-in workflows
        1. Activate workflow templates
        2. Add a workflow
      3. Interact with workflows
        1. Start, monitor, and terminate workflow instances
        2. Complete workflow tasks
      4. Manage workflows
      5. Skills review
      6. Practice tasks
        1. Automate business processes by using SharePoint
        2. Use built-in workflows
        3. Interact with workflows
        4. Manage workflows
    17. 12. Collaborate with Office programs by using SharePoint
      1. Edit documents in Office
        1. View and change file properties
        2. Co-author by using Office and Office Online
      2. Share OneNote notebooks with SharePoint
        1. OneNote Online
        2. Share notebooks by using SharePoint
      3. Import data from and export data to Excel spreadsheets
      4. Work with SharePoint content in Outlook
        1. Connect SharePoint lists and libraries to Outlook
        2. Work with SharePoint calendars in Outlook
        3. Use contacts and tasks with Outlook and SharePoint
        4. Manage notifications
      5. Integrate Access with SharePoint
        1. Work with an Access app in your browser
      6. Skills review
      7. Practice tasks
        1. Edit documents in Office
        2. Share OneNote notebooks with SharePoint
        3. Import data from and export data to Excel spreadsheets
        4. Work with SharePoint content in Outlook
        5. Integrate Access with SharePoint
    18. 13. Work with business intelligence
      1. Get started with SharePoint BI
      2. Shape your data
      3. Create and publish PowerPivot dashboards
      4. Display PowerPivot dashboards in web parts
      5. Build visualizations by using Power View
      6. Display Power View reports in web parts
      7. Skills review
      8. Practice tasks
        1. Get started with SharePoint BI
        2. Shape your data
        3. Create and publish PowerPivot dashboards
        4. Display PowerPivot dashboards in web parts
        5. Build visualizations by using Power View
        6. Display Power View reports in web parts
    19. 14. Manage and monitor content
      1. Manage documents
        1. Create enterprise content management sites
        2. Work with document IDs
        3. Create and modify document sets
        4. Set up the Content Organizer
      2. Store and manage records
      3. Protect data in SharePoint
        1. eDiscovery Center
        2. Data loss protection queries
        3. Document deletion policies
        4. Data loss protection policies
        5. Time-based in-place hold polices
        6. Define and apply a site policy
        7. Work with information management policies
        8. Audit user actions
      4. Skills review
      5. Practice tasks
        1. Manage documents
        2. Store and manage records
        3. Protect data in SharePoint
    20. Appendix A. SharePoint 2016 user permissions and permission levels
    21. Index
    22. About the authors
    23. Survey