Microsoft SharePoint 2010 Power User Cookbook

Microsoft SharePoint 2010 Power User Cookbook

By : Adrian Colquhoun

Buy this Book

Microsoft SharePoint 2010 Power User Cookbook

By: Adrian Colquhoun

Buy this Book

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

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

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

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

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

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

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

Customer Reviews

5 star

4 star

3 star

2 star

1 star

About the Author

Dr Adrian Colquhoun is a SharePoint consultant, developer, and trainer with over 15 years of enterprise software development experience. He has been working extensively with SharePoint since early 2007.

He is the founder and Managing Director of Intelligent Decisioning Ltd (id), a SharePoint-focused Gold Partner with offices in Nottingham (UK) and Brisbane (Australia). Adrian migrated permanently to Australia in early 2009 where he now leads the Australian business from their beautiful Raby Bay office (http://www.id-live.com.au).

Adrian's multiple roles as business owner, consultant, developer, trainer, and SharePoint end user give him a unique insight to pass on as an author. You can find Adrian's latest thoughts, hints, and guides on his blog at http://www.sharepoint-mentor.com or follow him on Twitter at @spmentor.

When he's not working, you can find Adrian spending time with his family, socializing with friends, fishing, indulging his passion for Rugby League, and generally taking advantage of the great lifestyle and opportunities that Australia has to offer.

I would like to thank my wife Gail, daughter Alice, and son Liam for their continued patience, support, and inspiration through the production of this book. Thanks also to Mark Macrae for drafting the BI chapter and thanks to all my id colleagues (particularly Sam, Jamie, Peter, Alex, Dion, and Tony) for their help in the proof reading and production process. Thanks to Corinne and all my friends in the Brisbane Bayside for keeping me topped up with beer and my feet on the ground throughout the authoring process.

Perhaps one day I will write another book, but not today. It's time to fire up the barbie and then hit the beach!

Microsoft SharePoint 2010 Power User Cookbook

By : Adrian Colquhoun

Microsoft SharePoint 2010 Power User Cookbook

By: Adrian Colquhoun

Overview of this book

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Microsoft SharePoint 2010 Power User Cookbook

About the Author