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Microsoft SharePoint 2010 Power User Cookbook

By : Adrian Colquhoun

4.7 (3)

Microsoft SharePoint 2010 Power User Cookbook

4.7 (3)

By: Adrian Colquhoun

Overview of this book

The power of Microsoft SharePoint as the Enterprise collaboration platform is ever-growing; due to the wide range of capabilities it offers, SharePoint 2010 can help transform your business so you can quickly respond to the changes and challenges that you face. For End Users, SharePoint helps you and your team work "better, faster, and smarter". This book will take your SharePoint knowledge further, showing you how to use your skills to solve real business problems. While many other titles might be characterized as "SharePoint Explained", this cookbook contains advanced content that goes beyond that found in other SharePoint End User offerings: it is "SharePoint Applied". It provides recipes walking Power Users through a range of collaboration, data integration, business intelligence, electronic form, and workflow scenarios, as well as offering three invaluable business scenarios for building composite applications. The cookbook begins by providing a comprehensive treatment of SharePoint essentials, while quickly moving forward to topics like Data Integration, Business Intelligence, and automating business processes. At the end of the book, the information presented in the earlier recipes is combined to create three example SharePoint 2010 "composite applications" for Human Resources (HR), Customer Relationship Management (CRM), and Project Management. Composite applications are the "unique selling point" of SharePoint 2010 and understanding how to create them is the key to unlocking the business value of the product.

Microsoft SharePoint 2010 Power User Cookbook

Microsoft SharePoint 2010 Power User Cookbook

Credits

Credits

About the Author

About the Author

About the Reviewers

About the Reviewers

www.PacktPub.com

www.PacktPub.com

Preface

Preface

Free Chapter

Getting Started—SharePoint Essentials

Getting Started—SharePoint Essentials

Introduction

Creating a SharePoint list

Creating a site column

Creating a content type

Creating and accessing my My Site

Updating my user profile

Tracking colleagues using my My Site

Viewing the SharePoint sites I am a member of

Tagging a SharePoint page so I can find it again later

Reviewing the tags and notes other users have posted on a SharePoint page

Adding an alert to a SharePoint page

Managing my alerts in SharePoint

Determining my permissions in a SharePoint site

Checking another user's permissions in a SharePoint site

Applying unique permissions to a SharePoint list

Working Together—Using SharePoint to Collaborate

Working Together—Using SharePoint to Collaborate

Introduction

Creating a Team Site

Adding users to a Team Site

Adding a new page to a Team Site

Adding a link to the Top link bar of a Team Site

Adding a slide library to share PowerPoint slides

Adding a slide to a presentation from a SharePoint slide library

Creating and tracking a discussion item

Managing a Team Site Calendar with Outlook 2010

Creating a task and assigning it to another user

Using the datasheet to bulk-edit tasks in a task list

Managing a SharePoint task list in Outlook 2010

Creating a SharePoint contact list and connecting it to Outlook 2010

SharePoint as the Data Hub—Storing and Integrating Data

SharePoint as the Data Hub—Storing and Integrating Data

Introduction

Creating a custom list

Creating a custom list view

Creating a term set using the managed metadata service

Creating a list column based on a term set

Creating an external content type

Creating an external list

SharePoint Document Management Deep Dive

SharePoint Document Management Deep Dive

Introduction

Uploading an existing document to a document library

Uploading multiple documents to a document library

Creating a new document in your My Site

E-mailing a link to a document in SharePoint

Downloading a copy of a document

Creating an alert on a document to be notified when it is updated

Requiring users to check out a document before they can edit it

Enabling versioning on a document library

Publishing a major version of a document

Restoring a previous version of a document

Enabling content approval on a document library

Take SharePoint documents offline using Outlook 2010

Co-authoring an important document

Use content types to store different types of document in the same document library

Getting the Message Out—Using SharePoint to Communicate

Getting the Message Out—Using SharePoint to Communicate

Introduction

Adding an announcement to a Team Site

Creating a blog in my My Site

Posting to my blog from Microsoft Word 2010

Creating a new page on a publishing site

Changing the page layout of a publishing site page

Publishing a publishing site page

Using web analytics to see which are the most popular pages on your site

Where's My Stuff?—Finding Things with SharePoint

Where's My Stuff?—Finding Things with SharePoint

Introduction

Performing a basic search

Performing an advanced search

Finding experts using a people search

Saving a search as an alert and being notified when the results change

Using search analytics to see what people are searching for

Gaining Insights— Using SharePoint for Business Intelligence

Gaining Insights— Using SharePoint for Business Intelligence

Introduction

Creating a chart using the Chart Web Part

Creating a Key Performance Indicator (KPI)

Creating an Excel spreadsheet to run on the server

Creating a report using Report Builder

Creating a chart using the PerformancePoint Dashboard Designer

Building a PerformancePoint business intelligence dashboard

Automating Business Processes—Recipes for Electronic Forms and Workflows

Automating Business Processes—Recipes for Electronic Forms and Workflows

Introduction

Creating an InfoPath Form for a SharePoint List

Creating a holiday request InfoPath form and publishing it to a form library

Using the Collect Feedback workflow toreceive feedback on a Microsoft Word 2010 document

Creating a list workflow using SharePoint Designer 2010

Using Microsoft Visio 2010 to model a SharePoint workflow

Joining the Dots—Creating Composite Applications

Joining the Dots—Creating Composite Applications

Introduction

Understanding composite applications

How to design and build composite applications

Project Management composite application

CRM composite application

Human Resources composite application

Closing thoughts

Index

Index

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Creating a site column

We can add custom columns to our SharePoint lists. However, having to recreate the same column over and over again quickly becomes a pain. Site columns, which are shared between all the sites in your site collection, are the answer.

Getting ready

This recipe works for:

SharePoint 2010 Foundation
SharePoint 2010 Standard Edition
SharePoint 2010 Enterprise Edition
SharePoint 2010 Online (Office 365 Edition)

You require either the Design or Full Control permission level to create a site column.

How to do it...

In the top-level site of your site collection, open the Site Actions menu and select the Site Settings option.
From the Site Settings page, select the Site Columns link from the Galleries heading.
The Site Columns page is displayed. Existing site columns are listed on this page. To create a new site column, click on the Create link at the top of the page.
Enter a name for your site column, select its data type, and click on OK.
Your new column is created and added to the list of site columns.

How it works...

SharePoint lists are made up of different columns. These columns can be defined locally (on each list as they are needed) or as site columns, which can be shared by lists throughout the site collection.

If you think that you will need a column more than once, then you should once consider creating it as a site column rather than just adding it to your list directly.

Site columns are particularly useful for columns that contain lookup data or a set of choices (for example, your company's departments or its locations). Using site columns helps you get more consistency in the information that you store within SharePoint.

Site columns are a necessary first step to creating content types, as described in the next recipe.

See also

Creating a content type
Creating a list column based on a term set, Chapter 3
Creating an external content type, Chapter 3

Visually different images

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