Home Page Icon
Home Page
Table of Contents for
List form
Close
List form
by Michael McCabe, Peter Ward
Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement
Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement
Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement
Credits
Foreword
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
Information challenges for an end user
Where does SharePoint 2010 fit in?
FAQs
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Where Should End Users Start with SharePoint?
The typical end user
"I'm fine, leave me alone"
"That's great, it'll help me"
"This is amazing"
"Show me and tell me more"
Webinizing information
Reading information
Glancing at information
File information
Ignore it (filter)
Key takeaways
Technical considerations for an end user
SharePoint 2010
SharePoint Foundation 2010
Workflow
Search
Personalization
SharePoint Server 2010 Standard Edition
Standard
Enterprise
Integration with other technologies
External access
Governance
Summary
2. SharePoint Essentials
SharePoint's core components
Site hierarchy
User interface
The Ribbon
Site navigation
Breadcrumb menus
Creating content
Your profile
Search Functionality
Key search features
Thesaurus support to queries
People and expertise search
Refinement and Exact Count Sorting
Phonetics and Nickname expansion
Recently authored content
Summary
3. SharePoint Team Sites
Site overview
Sites
Site collection
Libraries and lists
Library Ribbons
Lists
List Ribbons
Creating Sites
Site Security for your team
Hierarchy and Inheritance
Managing users and groups
Creating and managing navigation
Themes
Navigation
Super Tool Tips
Summary
4. List Management
The basics
Creating lists
List templates
Out of the Box list templates
External list
Custom list
Import Spreadsheet
Calendar
Managing lists
Creating views
Standard view
Calendar view
Access view
Datasheet view
Gantt view
Existing views
Modifying views
How to add, view, edit, and manage content to a list
The Ribbon method
List method
Managing content
Alerts
E-mail a link
Managing Permissions
RSS feeds
Datasheet view
Show Totals
Adding columns
Sync to SharePoint Workspace
List Workflows
Visio, Access, and Project
Export to Excel
View navigation
Front loading
Advanced list features
Form Web Parts
List settings
Title, description, and navigation
Versioning settings
Advanced Settings
Content Types
E-mail Notification
Attachments
Folders
Pros
Cons
Search
Offline client availability
Datasheet
Dialogs
Validation settings
Rating settings
Audience targeting settings
Metadata navigation settings
Per-location view settings
Permissions and management
Delete this list
Save list as template
Permissions for this list
Workflow Settings
Generate file plan report
Information management policy settings
Summary
5. Library Management
The basics
Creating Libraries
Library templates
Document library
Form library
Picture library
Wiki page library
Report library
Data connection library
Slide library
Asset library
Managing libraries
Adding, viewing, editing, and managing Library content
Document libraries
Adding documents
Editing documents
Option 1 - Check mark
Option 2 - Downward arrow menu
Option 3 - Browser
Option 4 - Explorer view
Managing content
Send To
Other Location
E-mail a link
Download a Copy
Document Workspaces
Picture libraries
Managing pictures
Editing a picture
Delete
Download
Send To
View Slide Show
Wiki libraries
Adding pages
Option 1
Option 2
Editing pages
Managing pages
Report libraries
Adding a content type
Report
Web Part Page with Status List
Editing content types
Managing content types
Data Connection Libraries
Adding a connection to an Excel file
Using a data connection in an Excel file
Slide Libraries
Adding slides
Editing slides
Managing slides and presentations
Asset libraries
Adding files
Editing files
Managing files
Libraries best practices
Advanced library features
Document IDs
Assigning Document IDs
Document ID Look up Search Scope
Content types
Properties integration with the 2010 Office release
Using metadata with content types
Column templates
Folder content types
Document sets
Summary
6. Workflows Fundamentals
Workflow basics
Participants
Input data
Tasks
Output data
Workflow types
Sequential
State-machine
Creating workflows
Workflow architecture
Managing workflows
Workflow types
Three-state
Collect feedback
Approval
Disposition approval
Collect signatures
Translation management
Issue tracking
Workflow authoring tools
SharePoint Designer 2010
SharePoint Designer limitations
Visual Studio 2010 with WF Workflow Designer
Tool comparison
Workflow visualization
Summary
7. Office Integration with SharePoint
Ribbon
Office Web Apps
Co-authoring
Unified Communications
Social computing
Backstage
Info
Save & Send
Publishing as a blog post
Slideshow broadcasting
Visio Web Services
Limitations of Office integration with SharePoint
Summary
8. Managing Metadata
What is metadata?
Managing metadata
Taxonomies
Term store management tool
Managing Metadata Service
Groups, Term Sets, and Terms
Keywords
Folksonomies
When to use managed metadata and normal metadata
Applying metadata to content
Working directly in SharePoint
Working in Office client applications
Navigating with metadata
Discovery and action
Improving business processes
Summary
9. Getting Better Search Results with SharePoint 2010
Search basics
Benefits of SharePoint 2010 Search
Search interface
Search box
Search Center
Advanced search
Prefix matching
Name matching
Search results
Context
Link
Sorting
People search
Social distance
Search guidance
Best Bets
Refiners
Did you mean?
Suggestions for related searches
Search scenario
Summary
10. Alerts and Notifications
What is an alert?
Creating alerts
Alert notifications
Search alerts
Task notifications
RSS feeds
Summary
11. Enterprise Content Management
Record management
Record declaration
Site collection
List or library
Managing records
Content types
Managing content types
Information management policies
Policy features
Expiration
Why apply an expiration policy?
Auditing
Site Collection Auditing
Document labels
Document bar codes
Policy deployment
Overview of enterprise content management planning
Summary
12. Blogs, Wikis, and Other Web 2.0 Features
Blogs
Creating a blog
Contributing to a blog
Managing blog posts and comments
Wikis
Creating a wiki page library
Creating a wiki page
Editing a wiki page
Summary
13. Pages and Web Parts
Pages
Types of pages
Standard pages
Web part pages
Publishing pages
Creating pages
Viewing pages
Editing pages
Formatting content on a page
Inserting content on a standard page
Changing layout on standard pages
Deleting pages
Web parts
Adding a web part to a page
Editing a web part
Summary
14. My Sites
What are My Sites?
Repository for personal content
Organizing sites, links, tags, and so on
Manage personal profile
Mailbox and calendar integration
Organizational information
Social aspects of My Sites
Ask Me About
Colleagues
Note Board
Organizational chart
What's happening?
Creating your My Site
My Site features
My Newsfeed page
My Colleagues
My Interests
Newsfeed settings
My Content page
Personal documents
Shared documents
Shared pictures
Other
My Profile page
Summary
15. Applying Functionality for Business Initiatives
Sales department
Challenges
Customer Relationship Management (CRM) system
Additional features to the described functionality
A Request for Proposal (RFP) response
Campaign management
Simple SharePoint tips for a sales department user base
IT department
Challenges
Supporting issue tracking
Support Tracking Process
Managing change control
Storing technical information
Simple SharePoint tips for an IT department user base
Project Management Office
Challenges
Project site
Simple SharePoint tips for a PMO office user base
Human Resources
Challenges
Resume approval
Resume approval process
HR onboarding process
Simple SharePoint tips for a Human Resources user base
Summary
16. Creating Exceptional End User Experience for You and Your Team
What creates exceptional end user experience in SharePoint?
Lists
Active default view
Make it personal
Within libraries
Document sets
Metadata
File names
Notifications
Alert on a search
Outlook rules
Search
Search refinement
Recent content
Pages
Layout of the page
Limit views
Avoid horizontal scroll bars
Relevant documents
Team Sites
Auto invite users
Inheritance
Site usage reports
My Sites
Frequently used web parts and web part connections
Content Editor Web Part
Data filters
Outlook
Content rollup
Dashboard design considerations
Summary
17. Golden Rules for End User Deployment
What's special about SharePoint
What SharePoint is not
A generic "best of breed" technology
A defined end solution with an end point
An online transaction website
A standalone Business Intelligence tool
An online Excel book in a list
A public-facing company website
A turnkey switch on solution
An application that everyone will use on day one
The SharePoint platform
A hosted solution
User requirement challenges
The user
Current environment
SharePoint environment
IT department
Just do it
Good to talk
SharePoint technology
Summary
A. Glossary
Active directory
Audience
Audiences
Access Control List (ACL)
Backstage
Breadcrumb menu
Business Connectivity Services
Business Data Connectivity Service Application
Business Data Connectivity Shared Service
Business Data Catalog
Check in
Check out
Co-authoring
Content types
Data connection
Data connection library
Data source
Datasheet view
Data validation
Data view web part
Discussion boards
Discussion thread
Distribution list
Documents
Document center
Document library
Document sets
Document workspace
Document workspace site
Extranet
Field
Folksonomy
Gallery
Global links bar
Items
Key Performance Indicator (KPI)
Keyword
Homepage
Hyperlink
Intranet
Lists
List column
List content type
List folder
List form
List form web part
List item
List template
List view
List view page
List view web part
Libraries
Login name
Lookup field
Major version
Managed keyword
Managed metadata
Managed metadata connection
Managed term
Meeting workspace site
Metadata
Minor version
My profile page
My Site
Office Data Connection (ODC) file
Office Web Apps
Page
Page layout
Paged view
Parent list
Parent site
PerformancePoint content list
Permission
Permission level
Personal site
Personal view
Personalized web part
Private web part
Quick launch
Portal site
Published version
Publishing level
Publishing page
Record
Really Simple Syndication (RSS)
Record Management
Recycle bin
Ribbon
Sandboxed Solution
Security policy
Shared documents library
Shared view
Shared web part
Shared workbook
SharePoint Foundation
SharePoint Server 2010 Enterprise edition
SharePoint Server 2010 Standard edition
SharePoint site
SharePoint workspace
Site collection
Site collection administrator
Site collection quota
Site column
Site content type
Site definition
Site membership
Site property
Site solution
Sub site
Taxonomies
Term Store Management tool
Themes
Top-level site
User profile
Usage analysis
View
Visio Web Services
Visitors group
Web part
Web part connection
Web part property
Web part zone
Web parts page
What's Happening?
Workflow
Workflow association
Workflow condition
Workflow history item
Workflow task list
Workflow template
B. SharePoint Functionality Comparison
Summary
C. List Templates
Search in book...
Toggle Font Controls
Playlists
Add To
Create new playlist
Name your new playlist
Playlist description (optional)
Cancel
Create playlist
Sign In
Email address
Password
Forgot Password?
Create account
Login
or
Continue with Facebook
Continue with Google
Sign Up
Full Name
Email address
Confirm Email Address
Password
Login
Create account
or
Continue with Facebook
Continue with Google
Prev
Previous Chapter
List folder
Next
Next Chapter
List form web part
List form
A page that allows users to create, view, or edit an item in a list.
Add Highlight
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click
here
login for view all page.
Day Mode
Cloud Mode
Night Mode
Reset