SharePoint 2007 How-To

by Ishai Sagi

Overview

SharePoint® 2007 How-To

Ishai Sagi

Real Solutions for SharePoint Users

SharePoint 2007 How-To delivers quick, to-the-point answers to common problems and tasks in SharePoint 2007. You’ll find answers to the most common end-user tasks, as well as some of the more complex problems and tasks faced by content and site managers. From the basics of navigating a site, to more complex tasks such as customizing a site and managing site security, SharePoint 2007 How-To is a focused resource that provides access to all the answers you need—now!

Fast, Accurate, and Easy to Use!

. Discover all the core SharePoint components and their practical uses and applications

. Learn the essentials for navigating a SharePoint site

. Find fresh ideas for working with the various SharePoint file formats

. Perform detailed searches within SharePoint

. Manage personal sites

. Create organized lists and document libraries that are easy to navigate

. Modify and customize list views by using filtering, grouping, and sorting

. Control user access by managing permissions for lists, libraries, files, and other components

. Implement and track custom workflows within SharePoint

. Create subsites for enhanced content management

. Customize the look and feel of a site using custom settings, themes, and content types

. Manage site permissions and settings for a more secure environment

Ishai Sagi is a SharePoint expert who has been working in Microsoft SharePoint since its initial release in 2001. Currently, Ishai is a SharePoint developer and solutions architect in Canberra, Australia. He spends his spare time leading the Canberra SharePoint user group. Since the Microsoft SharePoint launch in 2001, Ishai has trained numerous end users, administrators, and developers in using Microsoft SharePoint or developing solutions for the platform. He has spoken at Microsoft conferences in countries around the world, including Spain, Israel, and Australia.

Ishai was the recipient of the Microsoft Most Valuable Professional (MVP) award for SharePoint in 2007, 2008, and 2009.

Ishai also is the author of a popular SharePoint blog for developers at http://www.sharepoint-tips.com and manages the Canberra SharePoint User Group website at http://www.sharepointusers.org.au/Canberra/default.aspx.

Category: Microsoft Servers/SharePoint

User Level: Beginner–Intermediate

Product Details

ISBN-13:	9780672330506
Publisher:	Sams
Publication date:	05/19/2009
Series:	How-To Series
Pages:	384
Product dimensions:	5.90(w) x 8.90(h) x 0.80(d)

About the Author

Ishai Sagi is a SharePoint expert who has been working with Microsoft SharePoint since its initial release in 2001. Since then, Ishai has trained numerous end users, administrators, and developers in using Microsoft SharePoint or developing solutions for the platform. He has spoken at Microsoft conferences around the world, including in Spain, Israel, and Australia. Ishai received the Microsoft Most Valued Professional (MVP) award for Microsoft SharePoint in 2007 and 2008 as recognition for his contribution to the Microsoft SharePoint community.

Ishai also is the author of a popular SharePoint blog for developers at http://www.sharepoint-tips.com and manages the Canberra SharePoint User Group website at http://www.sharepointusers.org.au/Canberra/default.aspx.

Currently, Ishai is a SharePoint developer and a solutions architect in Canberra, Australia where he spends his spare time taking pictures of the wildlife. This might help explain the numerous pictures of kangaroos that can be seen in this book.

Table of Contents

Introduction

Part I: Solutions for Readers

Chapter 1 About Microsoft SharePoint 2007

What Is Microsoft SharePoint 2007?

What Is the Difference Between WSS and MOSS?

What Is a Site?

What Is a Personal Site?

What Is a List?

What Is a Document Library?

What Is a Form Library?

What Is a Picture Library?

What Is a View?

What Are Web Parts?

What Are Alerts?

What Is a Site Column?

What Is a Content Type?

What Are Versions?

What Does Check-In/Check-Out Mean?

What Is a Workflow?

Chapter 2 Finding Your Way Around a SharePoint Site

Get to a SharePoint Site

Log On with Different Credentials

Change My Regional Settings

Navigate Through a SharePoint Site

Use the Left Navigation Bar

Use the Top Navigation Bar

Use the Breadcrumbs

Determine Whether a Site Is WSS or MOSS

Chapter 3 Solutions Regarding Files, Documents, List Items, and Forms

See What Lists and Document Libraries Are in a Site

Direct Links in the Left Navigation Bar

View All Lists and Libraries

Open a Document for Reading

View Properties of a Document

Send a Link to a File by Email

View Past Versions of Documents

View Properties of a List Item

View a Microsoft InfoPath Form

Change Sorting and Filtering in a List or Library

Sort

Filter

Switch List Views in Lists and Libraries

Switch to a Datasheet View

Add Totals Calculations to the Datasheet View

Use Alerts

Create an Alert on a File or List Item

Create an Alert on a List or a Library

Modify or Remove an Alert

Manage My Alerts in a Site

Chapter 4 Searching in SharePoint

Search for Documents and List Items

Search in WSS

Search Options in MOSS

Use the Search Center

Use Federated Search

Use the Advanced Search (Available Only in MOSS)

Search for People (Available Only in MOSS)

Chapter 5 Personal Sites and Personal Details (Available Only in MOSS)

Create a Personal Site

Get Started with Your Personal Site

Display Your Outlook Calendar in the Site

Modify the Links in the SharePoint Sites Web Part

Specify Your Colleagues

Upload a Document to Your Personal Site

Edit Your Details

See What Tasks Are Assigned to You

Use the My Links to Manage Your Links

Add a Link

Edit a Link

Remove a Link

Create Groups for Links

Part II: Solutions for Authors and Content Managers

Chapter 6 Creating and Managing Files, List Items, and Forms in SharePoint

Upload a File

Upload a File from the Web Interface

Upload a File from an Office Application

Upload a File Using Web Folders

Upload a File Using the Explorer View

Create a New Document

Create a New List Item

Fill a Form

Delete a File or List Item

Recover a Deleted File or List Item

Edit the Properties of a File or a List Item

Use the Datasheet View to Add, Edit, or Delete Items and Files

Switch to a Datasheet View

Add a List Item Using the Datasheet View

Add Multiple List Items from Microsoft Excel Using the Datasheet View

Check In and Check Out a File or List Item

Publish a File or List Item

See What Files or List Items Are Checked Out to You

Restore a Past Version of a File or List Item

Approve or Reject a File or List Item

See What Files or List Items Are Waiting for Your Approval

Chapter 7 Creating Lists and Document Libraries

Open the Create Page for Lists and Libraries

Create a New Document Library

Create a New List

Create a New Survey

Add a Column to a List or Document Library

Add a Site Column to a List or Document Library

Choose a Default Value for a Column

Choose a Column Type

Single Line of Text

Multiple Lines of Text

Choice (Menu to Choose From)

Number (1, 1.0, 100)

Currency ($, ¥, €)

Date and Time

Lookup (Information Already on This Site)

Yes/No (Check Box)

Person or Group

Hyperlink or Picture

Calculated (Calculation Based on Other Columns)

Rating Scale

Page Separator

Business Data

Change or Remove a Column in a List or Document Library

Change the Order of Columns in a List or Document Library

Branching in Surveys

Add a Site Column to a List or Document Library

Rename a List or Document Library or Change Its Description

Change the Versioning Settings for a List or Document Library

Set the Versioning Settings for a List

Set the Versioning Settings for a Document Library

Change the Document Template for the New Button in a Document Library

Add a Content Type to a List or Document Library

Remove a Content Type from a List or Document Library

Enable or Disable Folders in a List or Document Library

Chapter 8 Creating List Views

Create a Personal or Public View for a List or Library

Create a Standard View

Create a Calendar View

Create a Gantt View

Create a Datasheet View

Specify Columns for the View to Display

Specify Columns for a Standard View or a Datasheet View

Specify Columns for a Calendar View

Specify Columns for a Gantt View

Specify the Order of the Columns in the View

Specify How Items in a View Are Sorted

Specify How Items in a View Are Filtered

Specify How Items in a View Are Grouped

Specify Totals for a View

Specify a Different Item Style for a View

Specify How Folders Will Be Used in a View

Specify the Item Limit for a View

Create Mobile Views

Modify a View

Delete a View

Chapter 9 Authoring Pages

Create a New Page

Create a New Page in a Nonpublishing Site

Create a New Page in a Publishing Site

Edit a Page

Use the Text Editing Control in a Page

Edit Text

Add a Hyperlink

Add a Picture

Add and Edit a Table

Use the Picture Editing Control in a Page

Add a Web Part

Use Built-In Web Parts

Use the List View Web Part

Use the Content Editor Web Part

Use the Image Web Part

Use the Content Query Web Part

Modify a Web Part

Modify the Web Part’s Title

Modify the Web Part’s Title Bar and Border Settings

Modify or Remove the Link for the Web Part’s Title

Move a Web Part in a Page

Reuse a Web Part (Export/Import)

Export a Web Part

Import a Web Part

Publish a Page

Discard the Check-Out of a Page

Compare Versions of a Page

Chapter 10 Managing Security

See What Permissions Are Set

Check Permissions on Files and List Items

Check Permissions on Lists and Libraries

Assign Permissions to a File or List Item

Change a User’s or Group’s Permissions on a File or List Item

Assign Permissions on a List or Library

Change a User’s Permissions on a List or Library

See Who Is a Member of a SharePoint Group

Configure Access Requests for Lists and Libraries

Chapter 11 Workflows

Start a Workflow

Track the Progress of a Workflow

Associate a Workflow with a List or Library

Part III: Solutions for Site Managers

Chapter 12 Creating Subsites

Create a Subsite

Create a Team Site

Create a Wiki Site

Create a Blog Site

Create an Event with a Website

Create an Agenda

Invite Attendees

Chapter 13 Customizing a SharePoint Site

Open the Site’s Settings Page

Change the Name, Description, Icon, or URL of a Site

Change the Look of a Site Using Themes

Change the Home Page of a Site

Modify the Top or Left Navigation Bar

Add a Link to the Top or Left Navigation Bar

Edit a Link in the Top or Left Navigation Bar

Remove a Link from the Top or Left Navigation Bar

Create a Site Column

Create a Content Type

Modify a Content Type

Chapter 14 Managing Site Security

Get to the Site’s Security Settings Page

Set Users’ Permissions on a Site

Add or Remove Users in a SharePoint Group

Add Users’ Permissions Directly to or Remove Them from a Site

Change Users’ or SharePoint Groups’ Permissions in a Site

Create a SharePoint Group for a Site

Edit a SharePoint Group’s Settings

Create Permission Levels for a Site

Part IV: Appendixes

Appendix A Common Keyboard Shortcuts

Appendix B Useful Links

9780672330506 TOC 4/10/2009

Preface

IntroductionIntroductionOverview of This Book

The aim of this book is to be your companion as you use Microsoft SharePoint 2007. It lists common tasks that you need to do when you use SharePoint as a working tool and shows how to accomplish these tasks in an easy step-by-step process.

This book is written for people who are unfamiliar with or are unsure how to approach tasks in Microsoft SharePoint 2007. It even covers advanced issues, such as managing sites and security, editing pages, and using some of the more complex functionality available in Microsoft SharePoint 2007. However, this book is not intended as an administration guide, a developer handbook, or a complete and comprehensive user guide. Instead, this book focuses on assisting you with the basics—covering the essentials and making sure you know where to go to do the most common day-to-day tasks that you will encounter as a Microsoft SharePoint 2007 end user.How to Benefit from This Book

We’ve designed this book to be easy to read from cover to cover. It is divided into four parts designed to make looking up problems easy.

Part I, “Solutions for Readers,” has the most common and basic tasks that do not involve changing anything in SharePoint, but just viewing, browsing, and finding information. This part includes

• Chapter 1, “About Microsoft SharePoint 2007”
• Chapter 2, “Finding Your Way Around a SharePoint Site”
• Chapter 3, “Solutions Regarding Files, Documents, List Items, and Forms”
• Chapter 4, “Searching in SharePoint”
• Chapter 5, “Personal Sites and Personal Details (Available Only inMOSS)”

Part II, “Solutions for Authors and Content Managers,” teaches you how to perform tasks that involve adding content to SharePoint or changing the way it looks. This part includes

• Chapter 6, “Creating and Managing Files, List Items, and Forms in SharePoint”
• Chapter 7, “Creating Lists and Document Libraries”
• Chapter 8, “Creating List Views”
• Chapter 9, “Authoring Pages”
• Chapter 10, “Managing Security”
• Chapter 11, “Workflows”

Part III, “Solutions for Site Managers,” has advanced tasks involved in creating and customizing SharePoint sites. This part includes

• Chapter 12, “Creating Subsites”
• Chapter 13, “Customizing a SharePoint Site”
• Chapter 14, “Managing Site Security”

Finally, in Part IV, “Appendixes,” you find shortcuts and links that will help you find your way and achieve some tasks faster.

This book is written with the firm belief that to learn, you must do. You can use this book as a reference tool when you are tasked with a certain job that you need help finding out how to perform, or you can use it as a learning guide if you have an environment to perform the tasks outlined in this book one by one. Whatever your choice, it is our hope that this book will be a helpful companion.How to Continue Expanding Your Knowledge

This book does not claim to cover all of what you can do with SharePoint. If you find yourself in need of more information check out the SharePoint built-in help interface. Almost every page in SharePoint has a Help icon that will open the SharePoint help screen, enabling you to search for the topic you want. Additionally, you can find SharePoint manuals and help articles from Microsoft on the Microsoft help site at http://tinyurl.com/mosshelp.

If you cannot find what you want in the Microsoft help pages, plenty more help is available on the Internet from the SharePoint community, which is big and helpful both in blogs and discussion forums. To find solutions to problems, it is recommended to search using your favorite search engine. Many blogs and websites have information on how to achieve tasks in SharePoint.

If you have a question that you cannot find an answer for, the Microsoft forums are the best place to go to get answers. These forums can be found at http://tinyurl.com/sharepointforum.

© Copyright Pearson Education. All rights reserved.