Table of Contents

No, Really, What Is SharePoint?

Who Should Read This Book

How to Use This Book

Foolish Assumptions

How This Book Is Organized

Part I: Collaborating with Team Sites

Part II: Taking Your Team Site to the Next Level

Part III: Building Communities

Part IV: Portals and Extranets

Part V: Managing Enterprise Content

Part VI: Exploring Enterprise Services

Part VII: The Part of Tens

Online Bonus Content

Icons Used in This Book

Where to Go from Here

Chapter 1: Getting to Know Your Team Site

Requesting Your Team Site

Viewing Your Team Site in the Browser

Accessing Team Sites in Office 365

Contributing to a Team Site

Uploading documents

Making an announcement

Social networking

Customizing Your Team Site

Introducing the Ribbon

Modifying the home page

Chapter 2: Sharing Your Documents

Getting Your Documents into a Library

Uploading a single document

Uploading multiple documents

Uploading documents with Windows Explorer

Uploading documents into a folder

Working with Documents

Using the Edit menu

Editing a document’s properties

Checking documents in and out

Sending a link to your document

Viewing documents in the browser

Using Office 2010

Recovering Deleted Documents

Chapter 3: Working with Lists

Getting to Know SharePoint’s Lists

Creating a new list

Using the Ribbon to manage lists

Entering Data in SharePoint Lists

Customizing List Forms

Sharing Group Calendars

Chapter 4: Getting a New View

Viewing the View

Getting to Know Your View Formats

Creating a Standard View

Choosing columns for your view

Filtering lists with views

Grouping results

Allowing editing options

Choosing a display style

Managing List Data in a Datasheet View

Using Ad Hoc Views

Creating a Calendar View

Displaying Tasks in a Gantt View

Managing Existing Views

Modifying your views

Setting the default view

Other SharePoint built-in views

Displaying Views via Web Parts

Chapter 5: Subscribing to Feeds and Alerts

Viewing RSS Feeds

Reading Feeds with Outlook

Displaying RSS Feeds of Other Sites

Alert Me

Chapter 6: Working Offline with SharePoint Workspace

Preparing for SharePoint Workspace

Synchronizing Your Team Site

Working with Documents

Managing documents

Accessing files directly

Finding your documents

Taking Lists Offline

Synchronizing with OneNote

Chapter 7: Creating New Sites

Getting Acquainted with Templates

Understanding Site Hierarchy

Creating a New Site

Creating Your Own Site Templates

Creating a Template from an Existing Team Site

Chapter 8: Working with Web Pages

Understanding SharePoint Web Pages

Why wiki pages?

What about Web Part pages?

Choosing a Wiki Content page over a Web Part page or vice versa

Creating a New Wiki Content Page

Editing wiki pages

Adding media

Managing wiki pages

Categorizing your wiki pages

Creating a New Web Part Page

Chapter 9: Working with Web Parts

Adding a Web Part to Your Page

Choosing the Right Web Part

Changing Web Part Properties

Connecting Web Parts

Starting from Scratch

Chapter 10: Configuring Libraries and Lists

Accessing List Settings

Configuring the General Settings

Changing the title, description, and navigation

Versioning settings

Advanced settings

Validation settings

Rating settings

Audience Targeting settings

The Metadata Navigation Settings page

Per-Location Views settings

Form settings

Permissions and Management Options

Permissions for the This Document Library (or List) setting

Chapter 11: Creating Custom Lists

Planning Your Custom List

Creating Custom Lists

Adding Columns to Your List

Getting to know column types

Validating data entry

Working with the Title Column

Importing a Spreadsheet as a List

Taking Your List to the Next Level: Calculated and Lookup Columns

Creating a calculated column

Using a lookup column

Chapter 12: Creating Forms and Workflows

Customizing Forms with InfoPath

Getting the forms into InfoPath

Adding conditional formatting to the form

Creating a New Workflow

The parts of a workflow

Creating a new workflow

Using Workflow Conditions and Actions

Working with Variables and Formulas

Checking Your Workflow Settings and Publishing Your Workflow

Chapter 13: Securing Your Team Site

Using SharePoint Groups

Securing Lists, Libraries, and Documents

Creating unique permissions

Scenario

Viewing a group’s permissions

Checking a user’s permissions

Granting Administrative Access

Viewing Site Permissions

Managing SharePoint Designer access

Chapter 14: Changing the Look and Feel of Your Site

The Look and Feel Section of Site Settings

Changing Your Site Icon

Changing the Theme of Your Site

A note on fonts

A word on usability

The benefits of themes

Creating a Custom Theme for SharePoint 2010 Using PowerPoint

Changing Your Site’s Navigation

Getting acquainted with the Ribbon

Going global with the Global Navigation bar

Using the Welcome menu

Tracking back with breadcrumbs

Staying Local with the Quick Launch bar

Chapter 15: Managing Your User Profile

Creating a Holistic Profile Experience

Updating Basic Profile Information

Taking Your Profile to the Next Level

Controlling who sees what

Keeping it fresh (and real)

Chapter 16: Using My Site Effectively

Using Your My Site to Save Stuff

Creating Your Own Collaboration Space

Reaching Out with a Blog

Chapter 17: Yours, Mine, and Ours: Social Networking

Sharing and Tracking Using the Ribbon

Tagging for Yourself and Others

“My” Site and Other “My” Stuff

Using Your Tags and Notes Page

Information Sharing with Blogs and Wikis

Creating a blog site

Posting to a blog

Using wikis to collaborate and coauthor

Communicating with Discussion Boards

Creating a discussion board

Posting and replying to a subject

Viewing discussions

Chapter 18: Getting Started with Portals and Web Sites

Exploring SharePoint’s Publishing Site

Creating and Editing Pages

Adding Content to Your Page

Adding content to your page

Changing the page’s layout

Setting Page Layout Defaults

Changing the Master Page of a Site

Chapter 19: Approving Content for Publication

Deciding Whether to Use Content Approval or Approval Workflows

Everything in Moderation: Choosing the Content Approval Option

Turning on Content Approval

Identifying Approvers

Casting an approving eye

Disapproval: Not just for stern parents

Getting alerts on approval/rejection status

Configuring Approval Workflows

Approval workflow options

Setting up an Approval workflow

Initiating a workflow

Approving an item

Checking the status of an Approval workflow

Chapter 20: Creating Page Layouts with SharePoint Designer

Getting Inside a SharePoint Page Layout

Working with content placeholders

Page layouts and styles

The relationship between the page layout and a master page

Making Decisions before You Start

Creating New Page Content Fields

Creating a site column for page content

Adding your publishing content site column to a content type used by page layouts

Adding your site column to the page layout

Creating a New Page Layout

Putting Containers and Controls in Your Layout

Using the Edit Mode Panel

Chapter 21: Rolling Up Content to the Home Page

Publishing Web Parts

Rolling up content

Displaying a site’s hierarchy

Creating custom displays with the Summary Link Web Part

Starting from Scratch

Chapter 22: Configuring Site Navigation

Configuring Dynamic Navigation

Configuring global navigation

Configuring current navigation

Configuring Static Navigation

Looking at Alternative Ways to Generate a Navigation Menu

Chapter 23: Creating a Public Web Site in SharePoint Online

Creating Your New Web Site

Using a Vanity Domain Name

Updating and Adding Web Pages

What you get with your new site

Adding a new page

Editing your pages

Updating Page Properties

Changing the Site’s Look and Feel

Chapter 24: Creating a Client Portal in SharePoint Online

Planning for Your Client Portal

Locking Down the Portal

Managing user accounts

Launching Your Portal

Chapter 25: Content Types and Metadata

Understanding Intrinsic and Extrinsic Metadata

I Never Metadata I Didn’t Like

Creating a term store

Importing a term set file

Adding a managed metadata column to a list or library

Getting Personal with Folksonomies

Understanding Content Types

Creating a new site content type

Associating a content type with a list or library

Publishing site content types

Using Columns

Creating a new site column

Reusing site columns

Chapter 26: Exploring Enterprise Search

Tweaking Search

Enabling search

Using the search center

Scoping out

Adding Your Own Search Results

Removing Search Results

Reviewing Search Analytics

Customizing the Search Box Web Part

Chapter 27: Archiving Documents and Records

Defining the Terms

Creating Information Management Policies

Setting Up a Records Center

Using the Content Organizer

Managing Records In-Place

Placing Records on Litigation Hold

Chapter 28: Business Intelligence in SharePoint

Calling All Data Wranglers

Business Intelligence Tools in the SharePoint Toolkit

The New Business Intelligence Center Site Template

Creating the site

Reviewing the site’s pre-created content

Monitoring key performance with status lists and scorecards

Dashboards — PerformancePoint Services and Excel Services

Chapter 29: Business Connectivity Services

Planning for Business Connectivity Services

Creating a New External Content Type

Viewing External Data as a List

Using External Data as a Column

Chapter 30: Deciding Between On-Premise and Office 365

Clearing Up Some Terms and Setting Expectations

Comparing Office 365 to SharePoint Server

What can I do in SharePoint that I can’t do in SharePoint Online?

What are main advantages of Office 365?

Designing an Office 365 Pilot Project

Creating the pilot project

Managing your SharePoint Online pilot project

Making the Transition to the Cloud

Choosing the right plan

Planning for users

Creating your site structure

Rolling out and rolling on

Chapter 31: Ten Governance Items

Failure Is Not an Option (Neither Is Looking Away and Whistling)

Get Executive Buy-In and Support

Build an Effective Governance Group

Find the Right Level

Yours, Mine, Ours: Decide Who Owns What

(Re)visit Social Networking Policies

Design and Branding

The Content Managementy Bits

Reuse Web Parts

Keep Things Current: Web Operations Management

Chapter 32: Ten Ways to Master SharePoint

Reading Developer Blogs

Finding Local User Groups

Building a Virtual Lab

Getting Information from the Horse’s Mouth

Starting with a Good Foundation

Borrowing from Others

Getting Certified

Taking a Peek under the Covers

Digging Deeper under the Covers

Deconstructing a SharePoint Site