Book description
Web sites, collaboration, document management, paperless offices—we want it all in business today, but how do we achieve all of these goals? More importantly, if you work for one of the millions of small-to-medium-sized businesses, how do you find the time to build the expertise necessary to reach these goals? Even the most powerful tool will not allow you to succeed unless you can get the majority of your staff to use it efficiently and effectively. You need a guide that demonstrates a platform that small-to-medium-sized businesses can use to reach these goals.
Office and SharePoint 2010 User's Guide demystifies the path that every Microsoft Office user can follow to benefit from the synergism of tools they are already familiar with. Together with SharePoint 2010, users can achieve goals like web sites with a consistent single view, improved collaboration within their organization, and better document management, and may even get one step closer to the paperless office we've been promised for years. This book has topics for Office users of all skill levels, from those just starting to use Office tools to experienced power users. It examines each major Office tool and shows how it contributes to the support and use of SharePoint in today's increasingly electronic-based office environment.
Table of contents
- Copyright
- About the Author
- About the Technical Reviewer
- Acknowledgments
- Introduction
-
1. An Overview of SharePoint
- 1.1. Site Collections, Sites, and Sub-sites
- 1.2. Site Collection Templates
-
1.3. Other Site Templates
- 1.3.1. Applications Site Types
- 1.3.2. Additional Site Templates
-
1.3.3. Lists and Library Types
- 1.3.3.1. Asset Library
- 1.3.3.2. Data Connection Library
- 1.3.3.3. Document Library
- 1.3.3.4. Form Library
- 1.3.3.5. Picture Library
- 1.3.3.6. Report Library (SharePoint 2010 Enterprise Edition only)
- 1.3.3.7. Record Library
- 1.3.3.8. Slide Library
- 1.3.3.9. Translation Management Library (SharePoint 2010 Enterprise Edition only)
- 1.3.3.10. Wiki Page Library
- 1.3.4. Permissions and Groups
- 1.4. Adding a Document Library
- 1.5. Knowing Your Document Templates
-
1.6. Adding a Document to Your New Library
- 1.6.1. Uploading a Document
- 1.6.2. Editing Documents Stored in Your Library
- 1.6.3. What Is a Concurrency Problem?
- 1.6.4. Why Use Check Out and Check In?
- 1.6.5. Tracking Document Versions
- 1.6.6. Promoting a Prior Version to the Current Version
- 1.6.7. Publishing Documents to Your Document Library
- 1.6.8. Require Document Approval to Hide Drafts—A Simple Workflow
- 1.6.9. Recovering Accidental Deletions with the Recycle Bin
- 1.7. Summary
-
2. SharePoint Lists
- 2.1.
- 2.2. Exploring SharePoint's Built-in List Types
- 2.3. Editing Data into Your List
- 2.4. Working with List Views
- 2.5. Building a Custom List
- 2.6. Modifying the Column Types in Your List
- 2.7. Using Alerts to Notify You of List Changes
- 2.8. Creating RSS Feeds for Your List
- 2.9. Defining Views for Your List
- 2.10. Sorting and Filtering Lists
- 2.11. Inline Editing
- 2.12. Validation Settings
- 2.13. Referential Integrity in List Lookups
- 2.14. Summary
-
3. Creating Content Pages
- 3.1.
- 3.2. Adding a Web Page to Your Collaboration Site
- 3.3. Adding a Wiki Page to Your Collaboration Site
- 3.4. Creating Master-Detail Relationships between Your Lists
- 3.5. Editing Pages with Check Out and Check In
- 3.6. Tracking Page Versions
- 3.7. Publishing Pages to Your Site
- 3.8. Recovering Accidental Deletions with the Recycle Bin
- 3.9. The Share and Track Features
- 3.10. Summary
-
4. Using Your Document Library with Microsoft Office
- 4.1. Opening a SharePoint Document from Within Microsoft Office
- 4.2. Editing and Saving a Document to a Document Library
- 4.3. What Is Metadata?
- 4.4. Using Metadata with the Document Information Panel
- 4.5. Managing Multiple Editors to a Document
- 4.6. Creating and Using Document Sets
- 4.7. Searching For Your Documents
- 4.8. Using word to Contribute to Your Blog Site
- 4.9. Summary
-
5. Using Outlook
- 5.1. Synchronizing Your Contacts Lists Between SharePoint and Outlook
- 5.2. Synchronizing Your Calendars between SharePoint and Outlook
- 5.3. Synchronizing Tasks between SharePoint and Outlook
- 5.4. Using Outlook to Work Offline with Content
- 5.5. Letting Alerts Notify You of SharePoint Changes
- 5.6. Using Outlook's RSS Reader to Subscribe to SharePoint RSS Feeds
- 5.7. Sending E-mail to Lists
- 5.8. Sending Links via Send To
- 5.9. Summary
-
6. Managing Lists with Access
-
6.1. Exporting SharePoint Lists to Access
- 6.1.1. Saving Your Export Steps
-
6.1.2. Transfer Issues
- 6.1.2.1. Issues with Auto Increment Fields
- 6.1.2.2. Issues with Validation Rules
- 6.1.2.3. Transferring Referential Tables
- 6.1.2.4. Dealing with Duplicate Lists
- 6.1.2.5. The Outlook Task for the Export Steps
- 6.1.2.6. Reusing Saved Export Steps
- 6.1.2.7. Importing a SharePoint List Directly from Access
- 6.2. Linking SharePoint Lists to Access
- 6.3. Use Multivalve Fields in Lists
- 6.4. Creating Access Forms and Reports from a SharePoint List
- 6.5. Can Recycle Bin Recover Deleted List Records?
- 6.6. Deploying Your Access Application to SharePoint – Option 1
- 6.7. Deploying Your Access Application to SharePoint – Option 2
- 6.8. Summary
-
6.1. Exporting SharePoint Lists to Access
- 7. Managing SharePoint Lists from Excel
-
8. Publishing Excel with Excel Services
- 8.1. Configuring Excel Services
- 8.2. Publishing an Excel Form to Excel Services
- 8.3. Why You Need Parameters to Make Your Excel Form Interactive
- 8.4. Defining Parameters for Your Excel Form
- 8.5. Using the Excel Page Web Part
- 8.6. Viewing Data from External Sources in Excel Using a Data Connection
- 8.7. Introduction to Status Indicators (KPIs)
- 8.8. Creating Dashboards with Excel and Status Indicators
- 8.9. Summary
-
9. An Introduction to Creating Forms with InfoPath
- 9.1. Why You Should Use InfoPath
- 9.2. Exploring the InfoPath Interface
- 9.3. Modifying a Form Used with a SharePoint List
- 9.4. Creating a Form from a Blank Template
- 9.5. Migrating Your Existing Word Forms into InfoPath
- 9.6. Migrating Your Existing Excel Workbook into InfoPath
- 9.7. Defining InfoPath Views
- 9.8. Building Data Connections for Forms
- 9.9. Connecting InfoPath Forms to Data
- 9.10. Creating and Reusing Form Sections with Template Parts
- 9.11. Summary
-
10. Publishing InfoPath Forms in SharePoint Libraries
- 10.1. Publishing InfoPath Forms to a Network File Share
- 10.2. Using InfoPath Forms Services for Customers Without InfoPath
- 10.3. Publishing a Form to a Content Type
- 10.4. Installing and Using Site Collection Content Types
-
10.5. Building Custom Workflows for InfoPath Forms Using SharePoint Designer
- 10.5.1. What Is a Workflow?
- 10.5.2. Beginning a Simple Approval Workflow
- 10.5.3. Defining Workflow Details
- 10.5.4. Configuring an E-mail Message
- 10.5.5. Adding Multiple Actions
- 10.5.6. Adding Additional Steps
- 10.5.7. How to Run the Workflow
- 10.5.8. Restructuring Your Conditions
- 10.5.9. Configuring the Workflow Settings
- 10.6. Summary
- 11. Peer-to-Peer Collaboration with SharePoint Workspace
-
12. Additional Supporting Libraries
-
12.1. Creating a Records Management System to Archive Your Documents
- 12.1.1. Creating Site Columns
- 12.1.2. Creating a Content Type for RFB Documents
- 12.1.3. Creating a Site Library to Collect RFB Documents
- 12.1.4. Creating the Records Center Site
- 12.1.5. Creating the External Service Connection
- 12.1.6. Adding the Site Content Type for RFBs into the Records Center
- 12.1.7. Creating a Policy for the Archival Library
- 12.1.8. Creating a Record Routing Rule
- 12.1.9. Archiving Your Documents
-
12.2. Creating a Picture Library in SharePoint
- 12.2.1. Uploading Pictures to SharePoint
- 12.2.2. Using the Microsoft Office Picture Manager
- 12.2.3. Using Windows Explorer to Upload Pictures
- 12.2.4. Downloading Images from Your Picture Library
- 12.2.5. Sending Images to a Microsoft Office Application
- 12.2.6. Viewing the Pictures in a Picture Library
- 12.3. Creating a Slide Library in SharePoint
- 12.4. Summary
-
12.1. Creating a Records Management System to Archive Your Documents
Product information
- Title: Office and Share Point 2010 User's Guide: Integrating SharePoint with Excel, Outlook, Access and Word
- Author(s):
- Release date: July 2010
- Publisher(s): Apress
- ISBN: 9781430227601
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