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Overview
SharePoint 2013 How-To
Need fast, reliable, easy-to-implement solutions for SharePoint 2013? This book delivers exactly what you’re looking for:
step-by-step help and guidance with the tasks that users, authors, content managers, and site managers perform most often. Fully updated to reflect SharePoint 2013’s latest improvements and fluid new design, it covers everything from lists and views to social networking, workflows, and security. The industry’s most focused SharePoint resource, SharePoint 2013 How-To provides all the answers you need—now!
Ishai Sagi is a SharePoint developer and architect who provides solutions through his company, Extelligent Design, which is Canberra, Australia’s leading SharePoint consultancy. Sagi has worked with SharePoint since it was introduced in 2001. Honored four times by Microsoft as a Microsoft Office SharePoint Server MVP, he has trained many end users, administrators, and developers in using SharePoint or
developing solutions for it. He leads Canberra’s SharePoint user group and has spoken at Microsoft conferences around the world. He hosts the popular blog Sharepoint Tips and Tricks (www.sharepoint-tips.com), and authored SharePoint 2010 How-To.
Fast, Accurate, and Easy-to-Use!
¿ Quickly review essential SharePoint terminology and concepts
¿ Master SharePoint 2013’s revamped interface for Windows PCs, Surface, and smartphones
¿ Run SharePoint in the cloud with Microsoft Office 365 and SkyDrive
¿ Find, log on to, and navigate SharePoint sites
¿ Create, manage, and use list items, documents, and forms
¿ Alert yourself to new or changed content
¿ Use views to work with content more efficiently
¿ Leverage SharePoint 2013’s revamped search capabilities
¿ Organize content with lists, document libraries, and templates
¿ Use powerful social networking features, including tagging, NewsFeed updates, and microblogging
¿ Author and edit each type of SharePoint page
¿ Build flexible navigation hierarchies with Managed Metadata
¿ Systematically manage site security and content access
¿ Control permissions more effectively with the Permissions Page
¿ Create and track workflows, and integrate them with lists or libraries
¿ Customize a site’s appearance, settings, and behavior
¿ Create new Office 365 private and public site collections
Product Details
| ISBN-13: | 9780133432268 |
|---|---|
| Publisher: | Pearson Education |
| Publication date: | 05/30/2013 |
| Series: | How-To |
| Sold by: | Barnes & Noble |
| Format: | eBook |
| Pages: | 384 |
| File size: | 51 MB |
| Note: | This product may take a few minutes to download. |
About the Author
Ishai Sagi is a Microsoft SharePoint expert who has been working on Microsoft SharePoint products since its initial release in 2001. Since then, Ishai has trained numerous end users, administrators, and developers in using Microsoft SharePoint and in developing solutions on the platform. Ishai is a regular speaker and an “ask the experts” panelist at Microsoft conferences around the world, including the United States, Australia, Europe, and Israel. Ishai is managing a SharePoint user group in Canberra, Australia–speaking about Microsoft SharePoint in free, open-to-the-public events every month. For his effort and contribution to the Microsoft SharePoint community, Ishai has received the Microsoft Most Valuable Professional award (MVP) in 2007 through 2013. Ishai owns his own company, Extelligent Design (www.ExtelligentDesign.com), which is based in Australia and provides training, consulting, and custom development and sells products and solutions for Microsoft SharePoint. He is also the author of a SharePoint blog aimed at developers who want to develop code solutions for Microsoft SharePoint at www.sharepoint-tips.com.
Table of Contents
Introduction 1
Overview of This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
How to Benefit from This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Ways to Continue Expanding Your Knowledge . . . . . . .. . . . . . . . . . 3
Part I: Solutions for Readers
1 About Microsoft SharePoint 2013 5
What Is Microsoft SharePoint 2013? . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 6
What Is the Difference Between SPF, SharePoint Server, and SharePoint 365? . . . . .. . . . 8
How to Tell Whether a Site Is Based on SPF, SharePoint Server, or SharePoint on Office 365 . . . . . 8
What Is a Site? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
What Is a Personal Site? . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 11
What Are SkyDrive and SkyDrive Pro? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
What Is a Ribbon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
What Are Apps? . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
What Is a List? . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
What Is an External List? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
What Is a Document Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
What Is a Wiki Page Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What Is a Form Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
What Is an Asset Library? . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . 16
What Is a Picture Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
What Is a View? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
What Are Web Parts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
What Are Alerts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
What Is a Site Column? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
What Is a Content Type? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
What Is Tagging? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
What Is Managed Metadata? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
What Are Versions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
What Does Check-in/Check-out Mean? . . . . . . . . . . . . . . . . . . . . . 29
What Is a Workflow? . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 30
What Are Catalogs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 31
2 Finding Your Way Around a SharePoint Site 33
Get to a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Sign Out of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . 35
Use the Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Change Language and Regional Settings . . . . . . . . . . . . . . . . .. . . . . 40
Change Settings Only for Current Site . . . . . . . . . . .. . . . . . . . . . . . 41
Change Settings for Entire Environment . . . . . . . . . . . . . . . . . . . 42
Regional Settings You Can Change . . . . . . . . . . . . . . . . . . . . . . . 42
Navigate Through a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . 43
Use the Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 45
Use the Top Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 46
Use the Breadcrumbs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Use the Navigate Up Breadcrumbs . . . . . . . . . . . . . . . . 47
Follow a SharePoint Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 48
3 Solutions Regarding Files, Documents, List Items, and Forms 51
See What Lists and Document Libraries Are in a Site . . . . . . . . .. . . . . . . 52
Use Direct Links in the Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . 52
View All Lists and Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Open a Document for Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
View Properties of a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Using the Files Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Using a Context Popup Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Send a Link to a File or a Library by E-mail . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Tag a Document, List Item, or Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Tag an External Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
View/Add Notes to a Document or List Item . . . . . . . . . . . . . . . . . . .. . . . . . . . . 62
View Past Versions of Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
View Properties of a List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
View a Microsoft InfoPath Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Change Sorting and Filtering of a List or Library . . . . . . . . . . . . . . . . . 66
Sort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 67
Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Switch List Views in Lists and Libraries . . . . . . . . . . . . . . . .. . . . . . . . 67
Switch to the Quick Edit View . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 70
Use Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 71
Create an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 71
Modify or Remove an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Manage My Alerts in a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Export the Contents of a List to Microsoft Excel . . . . . . . . . . . . . . 75
4 Searching in SharePoint 79
Search for Documents and List Items . . . . . . . . . . . . . . . . . . . . . . . . . 80
Searching for a File or List Item Within a Specific List or Library . . . 80
Searching for a File or List Item in the Entire SharePoint Environment . . . .. . . . . . . 80
Search Using the Search Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Use the Advanced Search (in SharePoint Server) . . . . . . . . .. . . . . . . . . . . 85
Search for People (in SharePoint Server) . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
5 Social Networking, Personal Sites, and Personal Details in
SharePoint Server 91
Get Started with Social Features . . . . . . . . . . . . . . . .. . . . . . . . . . . 92
Use Microblogging to Let Others Know What You Are Doing or Thinking . . . . . .. . . . . . . . . . . . . . 94
Follow Colleagues to See What They Are Posting . . . . . . . . . . . . . . . . . . . . . . . . 95
Manage Tags and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Add, Edit, and Remove Notes on the Notes Board . . . . . . . . . . . . . . . . 98
View Sites You Are Following . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 98
Edit Your Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Manage Newsfeed Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Manage Followed Hashtags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Manage Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Manage What Information You Share . . . . . . . . . . . . . . . . . . . . . . . . 101
Create a Blog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Use SkyDrive Pro to Share a Document . . . . . . . . . . . . . . . . . . . . . . 102
Part II: Solutions for Authors and Content Managers
6 Creating and Managing Files, List Items, and Forms in SharePoint 103
Upload a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Upload a File from the Web Interface . . . . . . . . . . . . . . . . . . . . . . 104
Upload a File from an Office Application . . . . . . . . . . . . . . . . . . 107
Upload a File Using Web Folders . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Upload a Picture to a Picture Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Create a New Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Create a New List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 114
Fill a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 117
Add a Document Library to Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Delete a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 120
Recover a Deleted File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Edit the Properties of a File or List Item . . . . . . . . . . . . . . . . . . . . . 123
Use the Quick Edit View to Add, Edit, or Delete Items and Files . . . . . . . . . . . 127
Switch to Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 128
Add a List Item Using Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Add Multiple List Items from Microsoft Excel by Using Quick Edit View . . . . . .. . . . . . . . 129
Check In and Check Out a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . 130
Publish a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Restore an Earlier Version of a File or List Item . . . . . . . . . . . . . .. . . . . 134
Approve or Reject a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
See What Files or List Items Are Waiting for Your Approval . . . . . . . . . . . . . . 136
Synchronize a Library or Folder Using SkyDrive Pro . . . . . . . . . .. . . . . . . . 137
Managing Synchronized Files . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 138
Managing Synchronized Folders . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 139
7 Creating Lists and Document Libraries 141
Open Your Apps Page to Create Lists and Libraries . . . . . . .. . . . . . . . 142
Create a New Document Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Create a New Folder in a Document Library . . . . . . . . . . .. . . . . . . . . . 147
Create a New List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Create a New Survey . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 149
Add a Column to a List or Document Library . . . . . . . . . . . . . . . . . . . . . . . . . 150
Add a Site Column to a List or Document Library . . . . . . . . . . . . . . . . . . 152
Choose a Default Value for a Column . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 153
Enforce Unique Values on a Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Enforce Custom Validation on a Column . . . . . . . . . .. . . . . . . . . . . . . . . . 154
Choose a Column Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Single Line of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Multiple Lines of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Choice Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Number (1, 1.0, 100) . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . 163
Currency ($, ¥, €) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 165
Lookup (Information Already on This Site) . . . . . . . . . . . . . . . . . . . . 166
Yes/No (Check Box) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Person or Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Hyperlink or Picture . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 170
Calculated (Calculation Based on Other Columns) . . . . . . . . . . . . . . . . . 171
Rating Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Page Separator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Managed Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Enforce Custom Validation on a List or Library . . . . . . . . . . . . . . 180
Change or Remove a Column in a List or Document Library . . . . . . . . . 181
Change the Order of Columns in a List or Document Library . . . . . . . .. . . 182
Branching in Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Rename a List or Document Library or Change Its Description . . . . . . . 185
Change the Versioning Settings for a List or Document Library . . . . . . . . 186
Set the Versioning Settings for a List . . . . . . . . . . . . . . . . . . . . . . . . . 186
Set the Versioning Settings for a Document Library . . . . . . . . .. . . . . 187
Change the Document Template for the New Button in a Document Library . . . . . . . . . 188
Add a Content Type to a List or Document Library . . . . . . . . . . . . . . . . . . . . 190
Remove a Content Type from a List or Document Library . . . . .. . . . . 191
Enable or Disable Folders in a List or Document Library . . . . . . . . . . . 193
Configure Metadata Navigation in a List or Document Library . . . . . . . . . . . 193
Configure Navigation Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Configure Key Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Configure Automatic Column Indexing for This List . . . . . . . . . . . . . . . . . . . . . 196
8 Creating List Views 197
Create a Personal or Public View for a List or Library . . . . . . . . . . . . . 198
Create a Standard View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Select Whether a View Is a Default View . . . . . . . . . . . . . . . . . . . . .. . . 200
Select Whether a View Is a Personal View or Public View . . . . . . . . . . . . 200
Create a Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Create a Gantt View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Create a Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 204
Specify Columns for a View to Display . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Specify Columns for a Standard View or a Datasheet View . . . . . . . . . 205
Specify Columns for a Calendar View . . . . . . . . . . . . . . . . . .. . . . . . 205
Specify Columns for a Gantt View . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Specify the Order of the Columns in a View . . . . . . . . . . . . . . . . . . . . . . . . 206
Specify How Items in a View Are Sorted . . . . . . . . . . . . . . . . . . . . . . . . . 206
Specify How Items in a View Are Filtered . . . . . . . . . . . . . . . . . . . . . . . . 208
Specify How Items in a View Are Grouped . . . . . . . . . . . . . . . . . . . . . . . . . 212
Specify Totals for a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Specify a Different Item Style for a View . . . . . . . . . . . . . . . . . . . . . . 217
Specify How Folders Will Be Used in a View . . . . . . . . . . . . . . . . . . . . 219
Specify the Item Limit for a View . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 220
Enable or Disable Selecting Multiple Items in a View . . . . . . . . . . . . . . .. . . . . . 222
Create Mobile Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Modify a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Delete a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
9 Authoring Pages 227
Create a New Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
The Differences Between Different Types of Pages . . . . . . . . . . . . . . . . . . . . . 230
Create a New Wiki Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Create a New Web Part Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Create a New Publishing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Edit the Properties of a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Edit Properties of a Wiki Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Edit Properties of a Web Part Page. . . . . . . . . . . . . . . . . . . . . 236
Edit Properties of a Publishing Page . . . . . . . . . . . . . . .. . . . . . 236
Change the Page Layout of a Publishing Page . . . . . . . .. . . . . . . . . . . . 237
Edit the Contents of a Page . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 238
Use the Text Editing Control in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Edit and Format Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Add a Hyperlink. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Add and Edit a Picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Use a Picture from Your Computer . . . . . . . . . . . . . . . . . . . . . . 244
Use a Picture Using an Address . . . . . . . . . . . . . . . . . . . . . 244
Use a Picture from SharePoint Server . . . . . . . . . . . . . 244
Add and Edit a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Use Wiki Syntax to Link to Existing Content and Create Pages . . . . . . . . 247
Linking to Existing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Creating New Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Use the Picture Editing Control in a Page . . . . . . . . . . .. . . . . . . . . . . . . 249
Add a Web Part or an App . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 251
Add a Web Part to a Text Editor Control . . . . . . . . . . . . . . . . . . 251
Add a Web Part to a Web Part Zone . . . . . . . . . . . . . . . . . . . . . . . 252
Choose a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Use Built-in Web Parts. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 252
Use the App Part (List View) Web Part . . . . . . . . . . . . . . . . . . . 253
Use the Content Editor Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Use the Image Viewer Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Use the Media Web Part in SharePoint Server . . . . . . . . . . . . . 255
Use the Content Query Web Part in SharePoint Server . . . . . .. . . 257
Modify a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Modify a Web Part’s Title . . . . . . . . . . . . . . . . . .. . . . . . . . 261
Modify a Web Part’s Title Bar and Border Settings . . . . . . . . . . . . 261
Modify or Remove the Link for the Web Part’s Title . . . . . . . . . . . 262
Move a Web Part in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Reuse a Web Part (Export/Import) . . . . . . . . . . . . . . . . . .. . . . . . . . . 263
Export a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 263
Import a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 264
Publish a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Discard the Check-out of a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Compare Versions of a Page . . . . . . . . . . . . . . . . . . . . . . . . . 268
10 Managing Security 269
See What Permissions Are Set . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Check Permissions on Files and List Items . . . . . . . . . . . . . . . 270
Check Permissions on Lists and Libraries . . . . . . . . . . . . . . . . 271
Read the Permissions Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Check the Permissions for a Specific User or Group . . . . . . . . . 272
Grant Permissions to a File or List Item . . . . . . . . . . . . . . . . . . . . . 273
Using the Share Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Using the Invite People Link. . . . . . . . . . . . . . . . . . . . . . . . . . 274
Using the Permissions Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Change a User’s or Group’s Permissions on a File or List Item . . . . . . 278
Grant Permissions on a List or Library . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Change a User’s Permissions on a List or Library . . . . . . . . . . . . . 279
See Who Is a Member of a SharePoint Group . . . . . . . . . . . . . . 279
11 Workflows 283
Start a Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Track the Progress of a Workflow . . . . . . . . . . . . . . . . . . .. . . . . . 286
Associate a Workflow with a List or Library . . . . . . . . . . . . 288
Part III: Solutions for Site Managers
12 Creating Subsites 293
Create a Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 294
Create a Team Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Create an Enterprise Wiki Site in SharePoint Server . . . . . . . . . . . . . . . . . . 297
Create a Blog Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
13 Customizing a SharePoint Site 299
Open the Site Settings Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Change the Name, Description, Icon, or URL of a Site . . . . . . . . . . . . . . . . . . . . . . . . . 302
Change the Look of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 303
Change the Home Page of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Modify the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Modify the Top or Left Navigation Bar in a Non-Publishing Site . . . . 306
Modify the Top or Left Navigation Bar in a Publishing Site . . . . . . . . . . 307
Use Structural Navigation to Add a Link to the Top or Left Navigation Bar . . .. . . . . 308
Add a Heading to the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . 309
Edit a Link or a Heading in the Top or Left Navigation Bar . . . . . . . . . . 309
Remove a Link from the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . 309
Change Which Heading a Link Is Under . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
Use Managed Metadata Navigation in a Publishing Site . . . . . . . . . . . . . . . . . . . . . . 310
Choosing a Term Set for Navigation in a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310
Editing a Term Set for Navigation in a Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Configuring a Friendly URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Create a Site Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 314
Create a Content Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Modify a Content Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
14 Managing Site Security 321
Get to a Site’s Permission Management Page . . . . . . . . . . . . . . . . . . . . . . . . . 322
Get to a Site’s People and Groups Settings Page. . . . . . . . . . . . . . . . . . . . . . . 324
Check What Permissions a User or a Group Has on a Site . . . . . . . . . 324
Assign Users’ Permissions on a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Add or Remove Users in a SharePoint Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Add Users’ Permissions Directly to or Remove Them from a Site . . . . . . . . . .. . 327
Change Permissions of Users or SharePoint Groups in a Site . . . . . 328
Create a SharePoint Group for a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 329
Edit a SharePoint Group’s Settings . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 330
Create Permission Levels for a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Part IV: Solutions for Office 365 Managers
15 Managing an Office 365 SharePoint Site 335
Sign In to Office 365 SharePoint Administrator Console . . . . . . . . .. . . 336
Create a New Private Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Create a New Public Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Part V: Appendixes
A Common Keyboard Shortcuts 345
Using Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . 345
Keyboard Shortcuts for Anyone Using a SharePoint Site . . . . . . . . . . . . . 345
Keyboard Shortcuts for Authors and Editors . . . . . . . . . . . . . . . . . . . . . . . . 346
B Useful Links 349
Useful Links for Anyone Using a SharePoint Site . . . . . . . . . . . . . . . . .. . . 349
Useful Links for Authors and Editors . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 350
Useful Links for Site Managers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Index 351