Antonovich Office and SharePoint 2010 User's Guide

Integrating SharePoint with Excel, Outlook, Access and Word
1. ed
ISBN: 978-1-4302-2761-8
Verlag: Apress
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 752 Seiten

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.

A bio is not available for this author.

Autoren/Hrsg.

Antonovich, Michael

Inhaltsverzeichnis

1;Title Page;1
2;Copyright Page;2
3;Contents at a Glance;4
4;Table of Contents;5
5;About the Author;16
6;About the Technical Reviewer;17
7;Acknowledgments;18
8;Introduction;19
8.1;Who This Book Is For;21
8.2;Contacting the Author;21
9;CHAPTER 1 An Overview of SharePoint;22
9.1;Site Collections, Sites, and Sub-sites;23
9.2;Site Collections Templates;26
9.2.1;Collaboration Templates;26
9.2.1.1;Team Site;27
9.2.1.2;Blank Site;29
9.2.1.3; Document Workspace;29
9.2.1.4;Blog;29
9.2.1.5;Group Work Site;30
9.2.1.6;Visio Process Repository;30
9.2.2;Meeting Templates;30
9.2.2.1;Basic Meeting Workspace;31
9.2.2.2;Blank Meeting Workspace;31
9.2.2.3;Decision Meeting Workspace;31
9.2.2.4;Social Meeting Workspace;31
9.2.2.5;Multipage Meeting Workspace;31
9.2.3;Enterprise Site Types;31
9.2.3.1;Document Center;32
9.2.3.2;Records Center;32
9.2.3.3;Business Intelligence Center;32
9.2.3.4;Enterprise Search Center;33
9.2.3.5;My Site Host;33
9.2.3.6;Basic Search Center;33
9.2.3.7;FAST Search Center;33
9.2.4;Publishing Sites (only available from Central Administration);33
9.2.4.1;Publishing Portal;34
9.2.4.2;Enterprise Wiki;34
9.3;Other Site Templates;35
9.3.1;Applications Site Types;37
9.3.1.1;Assets Web Database;37
9.3.1.2;Charitable Contributions;37
9.3.1.3;Contacts Web Database;37
9.3.1.4;Issues Web Database;37
9.3.1.5;Projects Web Database;37
9.3.2;Additional Site Templates;38
9.3.2.1;Personalization Site;38
9.3.2.2;Publishing Site;38
9.3.2.3;Publishing Site with Workflow;38
9.3.3;Lists and Library Types;38
9.3.3.1;Asset Library;39
9.3.3.2;Data Connection Library;39
9.3.3.3;Document Library;39
9.3.3.4;Form Library;40
9.3.3.5;Picture Library;40
9.3.3.6;Report Library (SharePoint 2010 Enterprise Edition only);40
9.3.3.7;Record Library;40
9.3.3.8;Slide Library;40
9.3.3.9;Translation Management Library (SharePoint 2010 Enterprise Edition only);40
9.3.3.10;Wiki Page Library;41
9.3.4;Permissions and Groups;41
9.4;Adding a Document Library;51
9.5;Knowing Your Document Templates ;55
9.6;Adding a Document to Your New Library;56
9.6.1;Uploading a Document;61
9.6.1.1;Displaying Documents in the Datasheet View;66
9.6.1.2;Displaying Documents in Windows Explorer;68
9.6.2;Editing Documents Stored in Your Library;69
9.6.2.1;Editing a Word Document from Standard View;69
9.6.2.2;Editing a Document from Datasheet View;70
9.6.2.3;Simple Locking of Documents;71
9.6.3;What Is a Concurrency Problem?;73
9.6.4;Why Use Check Out and Check In?;73
9.6.4.1;How to Check Out a Document;73
9.6.4.2;Checking Documents Back Into the Library;76
9.6.4.3;Overriding a Check Out;78
9.6.5;Tracking Document Versions;79
9.6.6;Promoting a Prior Version to the Current Version;81
9.6.7;Publishing Documents to Your Document Library;82
9.6.8;Require Document Approval to Hide Drafts—A Simple Workflow;86
9.6.9;Recovering Accidental Deletions with the Recycle Bin;88
9.7;Summary;89
10;CHAPTER 2 SharePoint Lists;90
10.1;Everything Is a List;90
10.2;Exploring SharePoint’s Built-in List Types;91
10.2.1;Content & Data Lists;91
10.2.1.1;Announcements List;92
10.2.1.2;Adding Items to Your New List;95
10.2.1.3;Contacts List;96
10.2.1.4;External List;102
10.2.1.5;Import Spreadsheet;103
10.2.1.6;Links List;103
10.2.1.7;Status List;104
10.2.1.8;Survey List;104
10.2.2;Collaboration Lists;111
10.2.2.1;Discussion Board List;111
10.2.3;Searching Category;113
10.2.3.1;Calendar List;113
10.2.4;Tracking Lists;116
10.2.4.1;Tasks List;116
10.2.4.2;Project Tasks List;117
10.2.4.3;Issue Tracking List;118
10.2.5;Other Lists;119
10.3;Editing Data into Your List;121
10.4;Working with List Views;125
10.5;Building a Custom List;128
10.6;Modifying the Column Types in Your List;134
10.7;Using Alerts to Notify You of List Changes;142
10.8;Creating RSS Feeds for Your List;146
10.9;Defining Views for Your List;151
10.10;Sorting and Filtering Lists;156
10.11;Inline Editing;158
10.12;Validation Settings;159
10.12.1;Item Validation;159
10.12.2;Column Validation;161
10.13;Referential Integrity in List Lookups;163
10.14;Summary;170
11;CHAPTER 3 Creating Content Pages;171
11.1;Content Pages Display Your Data;171
11.2;Adding a Web Page to Your Collaboration Site;171
11.2.1;Adding a Content to a Web Part Zone;176
11.2.2;Adding an Image to an Image Library;180
11.2.3;Copying Text from a Word Document;184
11.2.4;Using Microsoft Word to Add a Table to Your Content;185
11.2.5;Adding a Hyperlink to Your Content;186
11.3;Adding a Wiki Page to Your Collaboration Site;190
11.4;Creating Master-Detail Relationships between Your Lists;198
11.5;Editing Pages with Check Out and Check In;202
11.6;Tracking Page Versions;205
11.7;Publishing Pages to Your Site;206
11.8;Recovering Accidental Deletions with the Recycle Bin;210
11.9;The Share and Track Features;211
11.9.1;E-mail a Link;212
11.9.2;Alerts;212
11.9.3;RSS Feeds;215
11.9.4;The Note Board;216
11.9.5;Tags;217
11.10;Summary;219
12;CHAPTER 4 Using Your Document Librarywith Microsoft Office;221
12.1;Opening a SharePoint Document from Within Microsoft Office;221
12.2;Editing and Saving a Document to a Document Library;228
12.2.1;Saving a New Document;230
12.2.2;Saving a Document to an Existing Library;231
12.3;What Is Metadata?;232
12.3.1;Adding Metadata to Word Documents;233
12.3.2;Adding Metadata to Documents from SharePoint;239
12.4;Using Metadata with the Document Information Panel;242
12.4.1;Uploading Existing Documents into a Library Prompts for Required Metadata;244
12.4.2;Working with Document Metadata;244
12.5;Managing Multiple Editors to a Document;246
12.6;Creating and Using Document Sets;252
12.7;Searching For Your Documents;257
12.8;Using Word to Contribute to Your Blog Site;260
12.8.1;Creating a Blog Site;261
12.8.2;Defining Categories for Your Blogs;263
12.8.3;Creating a New Blog Posting;264
12.8.4;Commenting on a Blog Entry;267
12.8.5;Setting List Level Blog Permissions;268
12.8.6;Setting Item-Level Blog Permissions;270
12.9;Summary;271
13;CHAPTER 5 Using Outlook;272
13.1;Synchronizing Your Contacts Lists Between SharePoint and Outlook;272
13.1.1;Connecting Your SharePoint Contacts List to Outlook;272
13.1.2;Adding SharePoint Columns That Will Synchronize with Outlook;276
13.1.3;Managing Update Conflicts;277
13.1.4;Deleting Contacts;279
13.1.5;Recovering Deleted Contacts;280
13.1.6;Moving Contacts between Lists;281
13.2;Synchronizing Your Calendars between SharePoint and Outlook;282
13.2.1;Adding a SharePoint Calendar to Outlook;283
13.2.2;Overlaying Calendars;287
13.2.3;Making Changes to Calendar Items;289
13.2.4;Copying and Moving Items between Calendars;290
13.2.5;Deleting Items from the Calendar;291
13.3;Synchronizing Tasks between SharePoint and Outlook;292
13.3.1;Adding Tasks Lists to Outlook;293
13.3.2;Editing Tasks from Outlook;296
13.3.3;Sending E-mails from Tasks;297
13.4;Using Outlook to Work Offline with Content;297
13.5;Letting Alerts Notify You of SharePoint Changes;300
13.5.1;Configuring Your Alerts;300
13.5.2;Correcting/Modifying Alerts;303
13.6;Using Outlook’s RSS Reader to Subscribe to SharePoint RSS Feeds;305
13.6.1;Adding an RSS Feed to Internet Explorer 7.0;305
13.6.2;Adding an RSS Feed to Outlook;310
13.6.3;Deleting Items from an RSS Feed;312
13.6.4;Viewing Other List Items Not in the RSS Feed;314
13.7;Sending E-mail to Lists;315
13.7.1;Sending a Message to a List or Library;315
13.8;Sending Links via Send To;318
13.9;Summary;318
14;CHAPTER 6 Managing Lists with Access;320
14.1;Exporting SharePoint Lists to Access;321
14.1.1;Saving Your Export Steps;328
14.1.2;Transfer Issues;330
14.1.2.1;Issues with Auto Increment Fields;330
14.1.2.2;Issues with Validation Rules;332
14.1.2.3;Transferring Referential Tables;332
14.1.2.4;Dealing with Duplicate Lists;334
14.1.2.5;The Outlook Task for the Export Steps;334
14.1.2.6;Reusing Saved Export Steps;335
14.1.2.7;Importing a SharePoint List Directly from Access;336
14.2;Linking SharePoint Lists to Access;338
14.2.1;Editing Linked Data;339
14.2.2;Using Access to Make Mass Updates;341
14.3;Use Multivalve Fields in Lists;343
14.3.1;Creating a Multivalued Column in SharePoint;344
14.3.2;Opening a List with Multivalued Columns in Access;349
14.3.3;Some Reasons Not to Use Multivalued Columns;351
14.4;Creating Access Forms and Reports from a SharePoint List;352
14.4.1;Creating a Simple Form;352
14.4.2;Creating a Split Form;355
14.4.3;Creating a Custom Form Using a Subform;356
14.4.4;Creating a Simple Report;359
14.5;Can Recycle Bin Recover Deleted List Records?;360
14.6;Deploying Your Access Application to SharePoint – Option 1;361
14.6.1;Moving All Access Tables to SharePoint;362
14.6.2;Moving the Access Database to SharePoint;364
14.7;Deploying Your Access Application to SharePoint – Option 2;367
14.8;Summary;373
15;CHAPTER 7 Managing SharePoint Listsfrom Excel;374
15.1;Exporting a List from SharePoint to Excel;374
15.1.1;The Role of the IQY File;375
15.1.2;Choosing How to Display Your Imported List;377
15.1.3;How Views Affect the Data Exported to Your List;379
15.1.4;Using Hyperlinks in Your List;379
15.1.5;Other Table Tools in Your Excel Workbook;381
15.2;Exporting Data from an Excel 2007/2010 Spreadsheet into a Custom List;382
15.2.1;Defining a Table Within Your Excel Worksheet;384
15.2.2;Exporting the Excel Table;385
15.2.3;Viewing the Exported Excel Data in the New SharePoint List;388
15.3;A Quick Look at Excel 2003 and Synchronization;390
15.3.1;Exporting a SharePoint 2007 List to Excel 2003;390
15.3.2;Exporting Excel 2003 Worksheets to SharePoint;392
15.4;What Happened to Synchronization?;394
15.5;Linking a List in Excel to SharePoint;395
15.6;Summary;399
16;CHAPTER 8 Publishing Excel with ExcelServices;401
16.1;Configuring Excel Services;402
16.2;Publishing an Excel Form to Excel Services;403
16.2.1;Adding an Excel Workbook to Your Document Library from SharePoint;403
16.2.2;Navigating Around Your Worksheet;405
16.3;Why You Need Parameters to Make Your Excel Form Interactive;405
16.4;Defining Parameters for Your Excel Form;406
16.4.1;Publishing Your Excel Workbook;408
16.4.2;Viewing Uploaded Excel Documents;414
16.5;Using the Excel Page Web Part;415
16.6;Viewing Data from External Sources in Excel Using a Data Connection;421
16.6.1;Creating an External Connection;422
16.6.2;Importing the SharePoint List to a Workbook;427
16.6.3;Formatting a Pivot Table to Look Like a Worksheet;430
16.6.4;Publishing Your Formatted Workbook;431
16.7;Introduction to Status Indicators (KPIs);434
16.7.1;Status Types Defined;434
16.7.2;Creating a Status List;435
16.7.2.1;Creating a Status List with Manually Entered Information;436
16.7.2.2;Creating a Status List Using a SharePoint List;439
16.7.2.3;Creating a Status List from an Excel Workbook;441
16.8;Creating Dashboards with Excel and Status Indicators;442
16.8.1;Building a Dashboard from the Dashboard Template in the Report Center;442
16.8.2;Organizing Web Parts in the Dashboard Web Part Zones;444
16.8.3;Adding KPIs to Your Dashboard;445
16.9;Summary;449
17;CHAPTER 9 An Introduction to Creating Formswith InfoPath;451
17.1;Why You Should Use InfoPath;452
17.2;Exploring the InfoPath Interface;453
17.3;Modifying a Form Used with a SharePoint List;455
17.4;Creating a Form from a Blank Template;467
17.4.1;The Task Group: Controls;475
17.4.2;The Task Group: Data Sources;482
17.4.3;The Task Group: Design Checker;483
17.4.4;Steps to Build the Request for Absence Form;484
17.4.5;Other Available InfoPath Templates;488
17.5;Migrating Your Existing Word Forms into InfoPath;489
17.6;Migrating Your Existing Excel Workbook into InfoPath;492
17.7;Defining InfoPath Views;496
17.7.1;Viewing Properties;496
17.7.2;Generating Your Second View;498
17.8;Building Data Connections for Forms;500
17.9;Connecting InfoPath Forms to Data;510
17.10;Creating and Reusing Form Sections with Template Parts;515
17.11;Summary;520
18;CHAPTER 10 Publishing InfoPath Forms in SharePoint Libraries;521
18.1;Publishing InfoPath Forms to a Network File Share;521
18.1.1;Publish Your Form Data to SharePoint;528
18.2;Using InfoPath Forms Services for Customers Without InfoPath;539
18.2.1;Publishing to a SharePoint Server;539
18.2.2;Defining Metadata for the Document Library;544
18.2.3;Additional Library Settings;548
18.2.4;Using the Published Form;550
18.2.5;Changing Submit Options for a Form;551
18.2.6;Saving the Data from a Form;552
18.3;Publishing a Form to a Content Type;554
18.4;Installing and Using Site Collection Content Types;560
18.4.1;Adding a Content Type to a Library;560
18.4.2;Changing the Default Content Type;561
18.4.3;Working with a Library That Has Multiple Content Types;562
18.5;Building Custom Workflows for InfoPath Forms Using SharePoint Designer;562
18.5.1;What Is a Workflow?;563
18.5.2;Beginning a Simple Approval Workflow;567
18.5.3;Defining Workflow Details;567
18.5.4;Configuring an E-mail Message;568
18.5.5;Adding Multiple Actions;570
18.5.6;Adding Additional Steps;572
18.5.7;How to Run the Workflow;574
18.5.8;Restructuring Your Conditions;576
18.5.9;Configuring the Workflow Settings;577
18.6;Summary;578
19;CHAPTER 11 Peer-to-Peer Collaboration with SharePoint Workspace;580
19.1;Digging into SharePoint Workspace;581
19.1.1;Adding Your Account to Other Computers;593
19.2;Creating a Groove Workspace;595
19.2.1;Documents Tool;597
19.2.2;Discussion Tool;598
19.2.3;Calendar Tool;601
19.2.4;Chat Tool;602
19.2.5;Notepad Tool;603
19.2.6;Pictures Tool;604
19.2.7;Sketchpad Tool;605
19.2.8;Chess Tool;606
19.2.9;Lists Tool;607
19.3;Working with Your SharePoint Files Within SharePoint Workspace;616
19.3.1;Editing Content in SharePoint Workspace;620
19.3.2;Other Options in the SharePoint Workspace;622
19.3.3;Working with Lists in the SharePoint Workspace;622
19.3.4;Working with Discussion Groups in SharePoint Workspace;623
19.3.5;Properties for SharePoint Workspace;625
19.4;Summary;632
20;CHAPTER 12 Additional Supporting Libraries;634
20.1;Creating a Records Management System to Archive Your Documents;634
20.1.1;Creating Site Columns;635
20.1.2;Creating a Content Type for RFB Documents;637
20.1.3;Creating a Site Library to Collect RFB Documents;642
20.1.4;Creating the Records Center Site;649
20.1.5;Creating the External Service Connection;651
20.1.6;Adding the Site Content Type for RFBs into the Records Center;653
20.1.7;Creating a Policy for the Archival Library;654
20.1.8;Creating a Record Routing Rule;656
20.1.9;Archiving Your Documents;659
20.2;Creating a Picture Library in SharePoint;661
20.2.1;Uploading Pictures to SharePoint;665
20.2.1.1;Uploading Single Images;666
20.2.1.2;Uploading Multiple Images;668
20.2.1.3;Uploading Multiple Images with Microsoft Picture Manager;669
20.2.2;Using the Microsoft Office Picture Manager;669
20.2.3;Using Windows Explorer to Upload Pictures;673
20.2.4;Downloading Images from Your Picture Library;674
20.2.5;Sending Images to a Microsoft Office Application;677
20.2.6;Viewing the Pictures in a Picture Library;679
20.3;Creating a Slide Library in SharePoint;685
20.3.1;Uploading Pictures to Your Slide Library from PowerPoint;688
20.3.1.1;Uploading Your Slides;689
20.3.1.2;Publishing Your Slides from PowerPoint;690
20.3.1.3;Viewing and Performing Actions on Your Slides;692
20.3.2;Copying Slides from Your Slide Library to PowerPoint Presentations;694
20.4;Summary;696
21;Index;698