3. End-User Features and Experience
by Penelope Coventry Errin O’Connor Troy Lanphier, Johnathan Lightfoot, Thomas Resi
Microsoft® SharePoint® Foundation 2010 Inside Out
- Microsoft® SharePoint® Foundation 2010 Inside Out
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- Introduction
- 1. Introduction to Microsoft SharePoint Foundation 2010
- Presenting SharePoint Foundation 2010
- Sites
- Communities
- Content
- Search
- Insights
- Composites
- What’s New?
- The Ribbon
- Alerts Enhancements
- Business Connectivity Services
- Client Object Model
- Custom Field Rendering Enhancements
- Events Enhancements
- Health Analyzer
- List Enhancements
- Enforcing Unique Column Constraints
- Mobile Device Development Enhancements
- Mobile Messaging
- Performance Monitoring and Request Throttling
- The Ribbon
- Sandboxed Solutions
- Security Enhancements
- Automatic Password Change and Managed Accounts
- Effective Permission API
- Secure Store Service
- Service Application Framework
- Silverlight Integration and Cross-Domain Data Access
- UI Enhancements
- Unified Logging Systems
- Windows PowerShell for SharePoint
- Workflow Enhancements
- Summary
- 2. Administration for Business Users
- 3. End-User Features and Experience
- 4. Creating Sites and Workspaces by Using the Browser
- 5. Designing Lists and Libraries
- Creating Lists
- Modifying Lists and Libraries
- Updating Permissions and Management
- Deleting a List or Library
- Saving a List or Library as a Template
- Changing Permissions for a List or Library
- Manage Files That Have No Checked-In Version
- Workflow Settings
- Information Management Policy Settings
- RSS Settings on Lists or Libraries
- Subscribe to an RSS Feed in a List or Library
- Adding Columns to Lists or Libraries
- Calculating Column Values
- Changing and Deleting List Columns
- Reordering List Columns
- Working with Site Columns in a List or Library
- Creating and Modifying List and Library Views
- Working with List Content
- Creating Discussions
- Creating Surveys
- Summary
- 6. Creating and Formatting Webpages
- Creating and Modifying Content Pages by Using a Browser
- Using SharePoint Designer to Create and Modify Webpages
- Creating Application Pages for SharePoint Sites
- Summary
- 7. Adding, Editing, Connecting, and Managing Web Parts on the Page
- 8. Managing Site Content
- An Introduction to Information Architecture
- Governance
- Choosing a Content Manager
- Managing Content for Internet Sites
- Summary
- 9. Working with External Content
- 10. Using and Creating Workflows
- SharePoint Workflow Basics
- Gathering Requirements by Using Visio Premium
- Creating, Editing, and Managing Custom Workflows by Using SharePoint Designer
- Using Conditions and Actions
- Creating a List Workflow
- Using Common Conditions
- Using the Workflow History Log to Monitor the Progress of a Workflow
- Creating Workflow Variables and Calculating Values
- Using Workflow Variables and Comparing Data from Different Lists
- Assigning Task Items to Users or Groups
- Adding an Else - If Branch to Your Workflow
- Using Workflows to Send Emails
- Checking and Publishing Workflows
- Using the Impersonation Step
- Using Reusable and Globally Reusable Workflows
- Using Conditions and Actions
- Working with Workflows and Visual Studio
- Summary
- 11. Integrating SharePoint with Microsoft Office 2010
- 12. Taking Lists and Libraries Offline
- 13. Managing Site Settings
- Sites vs. Site Collections
- Site Settings (Subsite)
- Site Settings (Top-Level Site)
- Summary
- 14. Creating, Managing, and Designing Sites by Using SharePoint Designer 2010
- 15. Customizing the User Interface
- 16. Developing SharePoint Solutions by Using Visual Studio 2010
- Index
- About the Authors
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Recommended Computer Environment
Using SharePoint Libraries and Lists
THIS chapter explains how organizations can take advantage of the powerful, built-in features of Microsoft SharePoint Foundation 2010. The items presented here are those that end-users will utilize on a daily basis. These factors will increase collaboration with other SharePoint users and also increase productivity on day-to-day tasks and activities.
This chapter addresses SharePoint site functionality from the perspective of managing content in document libraries and lists as well as how to use discussion boards to increase knowledge management and collaboration. Issues and task tracking help team members stay on track with their current projects and initiatives, and team members can be alerted whenever items are updated or changed within their site.
We will also go into some planning details that you will need to consider to ensure that your end-users can take full advantage of the features and functionality.
Whether you’re new to SharePoint or a seasoned SharePoint user or administrator, this overview of built-in features will help you gain a better understanding of SharePoint Foundation 2010, which in turn will help you get the most out of the platform.
The optimum computer environment for using SharePoint Foundation 2010 includes:
Level 1 Internet browser options for Windows:
Windows Internet Explorer 7, 32-bit
Windows Internet Explorer 8, 32-bit
Firefox 3.x, 32-bit
Level 2 Internet browser options:
Windows Internet Explorer 7, 64-bit
Windows Internet Explorer 8, 64-bit
Firefox 3.x, on non-Windows operating system
Safari 3.x
A complete installation of Microsoft Office 2010. (Microsoft Office 2007 and 2003 users will have a similar but not identical experience.)
Windows 7, Windows Vista, or Windows XP operating system.
Once you have the proper environment set up, you are ready to begin using SharePoint Foundation 2010.
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