Tony Smith
5th ed.
Tony Smith
Stormville, New York, USA
Any source code or other supplementary materials referenced by the author in this text are available to readers at www.apress.com . For detailed information about how to locate your book’s source code, go to www.apress.com/source-code/ . Readers can also access source code at SpringerLink in the Supplementary Material section for each chapter.
ISBN 978-1-4842-2243-0
e-ISBN 978-1-4842-2244-7
DOI 10.1007/978-1-4842-2244-7
Library of Congress Control Number: 2016957884
© Tony Smith 2016
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Printed on acid-free paper
SharePoint 2016 is Microsoft’s business collaboration platform. It offers web content management, document management, reporting, search, and social collaboration capabilities that can be combined into comprehensive business solutions. Solutions within this platform can be created more quickly and are more cost effective than custom-developed solutions. The platform also provides a far greater degree of flexibility than packaged solutions can.
That said, in many situations where SharePoint is introduced, people struggle to understand and use the platform. In other situations people have difficulty expanding their use of SharePoint from a basic intranet or document management environment to a business solution platform. This book addresses these struggles and needs. It is meant to serve as a complete reference to all the capabilities available in SharePoint to help you understand how to configure and use them.
This book was created for SharePoint users at all levels. Beginners are introduced to information to help them make effective use of the capabilities the platform offers. Intermediate users are provided the details they need to manage SharePoint resources. Advanced users are offered a foundation upon which to understand all of the capabilities the platform contains and are shown how to create solutions that take advantage of these capabilities.
A deep knowledge of the capabilities available in SharePoint, experience working with a variety of organizations, and an understanding of how to successfully combine them to create effective business solutions have all combined into the creation of this book. I hope this information will enable you to gain an in-depth understanding of SharePoint 2016 and more effectively manage and use the platform.
The goal of the book is to provide the knowledge anyone needs to use the Microsoft SharePoint 2016 platform. Whether you are new to SharePoint, are moving from a previous version, or are a longtime user, this book will give you the information you need to take effective advantage of the capabilities of the SharePoint 2016 platform.
If you are looking for a resource that offers you an easy-to-follow and detailed understanding of SharePoint, this book is for you. As a user guide, it does not require you to have any programming knowledge. It does, however, assume you have a basic understanding of web sites and how to navigate them. Some topics also require a working knowledge of Microsoft Office applications, such as Word and Excel.
This book organizes the capabilities of the SharePoint platform into a format that serves as an end-to-end reference guide, a guide you can read through to learn about all SharePoint has to offer or to look up specific topics. It includes step-by-step instructions, figures, tables, and examples. Its chapters describe all of the SharePoint capabilities so that you can use them as building blocks for solutions.
This chapter introduces you to what SharePoint is and the capabilities it offers. It describes what’s new in this 2016 version and it provides background into its development, uses, and benefits.
This chapter provides an overview of site collections and sites and describes their structures and components. Included is a review of the various site templates available in SharePoint Server Standard and Enterprise editions, along with details of their purposes, layouts, and features.
In this chapter, you are given an understanding of how to manage sites. You learn how to create sites, navigate them, and manage their security, layouts, structures, and features.
Pages, apps, and web parts are used to organize and present information to site users and to incorporate business solutions into a SharePoint environment. This chapter shows you how to create and configure the various types of pages available through SharePoint and how to configure web parts and app parts within them.
Lists and libraries store the content managed in the SharePoint environment. In this chapter, you learn how to create and manage lists and libraries, including how to configure columns and work with views.
This chapter details the different types of lists SharePoint offers and describes their structures and views. You also learn how to create and manage items in these lists.
In this chapter, the different types of libraries available in SharePoint are discussed, as well as how to add and manage their content. You also learn about the various advanced features different types of libraries make available.
Site columns, content types, and term sets enable you to standardize and centralize the management of list and library metadata. In this chapter, you learn how to create and manage these elements to enhance list and library management.
This chapter presents you with the capabilities that introduce process automation into SharePoint. You learn how to create and manage workflows, use content organizer to automate the routing of content, and create information management policies to govern document development.
When documents require structured retention or managed expiration, records management is used to support both internally defined and externally mandated regulatory requirements. In this chapter, you learn how to configure and use the platform’s records management capabilities to govern content.
The SharePoint search platform can be used to locate information in SharePoint and throughout the rest of your enterprise. This chapter shows you how to configure the SharePoint search features, such as query rules and result sources, and how to use these features to support enterprise searching.
SharePoint includes a comprehensive set of personalization and social features, which enhance personal productivity and facilitate communication and collaboration. In this chapter you learn how to configure and use personalization features (such as the profile and Alerts) and social features (including newsfeeds, community sites, blogs, and wikis).
This chapter introduces you to the reporting capabilities available in SharePoint. The storage, audit, usage, and search reports SharePoint provides are explained in detail, and you discover how to create and share these reports.
SharePoint includes capabilities that extend the reach of Microsoft Office personal productivity tools to introduce team productivity functionality. In this chapter, you learn about several enterprise office services available in SharePoint, including Office Online Server integration, Form Services, and Visio Services.
I have worked with Apress for many years writing books that provide people with the knowledge they need to take advantage of SharePoint, and I am always impressed with the dedication of its staff to providing quality publications. Creating a book like this is a team effort, and everyone at Apress has been great to work with. I would like to specifically thank several people who have been instrumental in helping to bring this book together. I want to thank Mark Powers for coordinating all of the activities that went into creating this book. I would also like to thank the lead editor, Gwenan Spearing.
I would also like to thank the technical editor, Ralph Mercurio, for his hard work reviewing the book to help ensure its accuracy and for providing valuable insight and feedback.
Finally, I want to thank my wife Lynn. Whether it meant lending an ear to something written, helping make time to write, or just being there with encouragement, her support is what made writing this book possible.
Tony Smith is the Global Tower Lead of Web Technologies at HARMAN International. Tony authored SharePoint 2013 User’s Guide: Learning Microsoft’s Business Collaboration Platform and coauthored SharePoint 2010 User’s Guide: Learning Microsoft’s Business Collaboration Platform , SharePoint 2007 User’s Guide: Learning Microsoft’s Collaboration and Productivity Platform , and SharePoint 2003 User’s Guide . He has worked with SharePoint technologies since they were introduced in 2001 and with SharePoint 2016 since its initial beta release. He also has experience designing and deploying SharePoint solutions in a wide range of organizations across many industries. With a background that includes solution analysis and design, network engineering, and application development, Tony has more than 20 years of experience engineering business solutions.
Ralph Mercurio is a director with Capeless Solutions, which focuses on Microsoft 365 and SharePoint; in the areas of infrastructure, development, and migration. Ralph has over 13 years of experience working in technology in a variety of roles and across many industries.
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