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Microsoft SharePoint 2010 Power User Cookbook
Microsoft SharePoint 2010 Power User Cookbook

Microsoft SharePoint 2010 Power User Cookbook: Over 70 advanced recipes for expert End Users to unlock and apply the value of SharePoint

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Microsoft SharePoint 2010 Power User Cookbook

Chapter 2. Working Together—Using SharePoint to Collaborate

In this chapter, we will cover:

  • Creating a Team Site

  • Adding users to a Team Site

  • Adding a new page to a Team Site

  • Adding a link to the Top link bar in a Team Site

  • Adding a slide library to share PowerPoint slides

  • Adding a slide to a presentation from a SharePoint slide library

  • Creating and tracking a discussion item

  • Managing a Team Site Calendar with Outlook 2010

  • Creating a task and assigning it to another user

  • Using the datasheet to bulk-edit tasks in a task list

  • Managing a SharePoint task list in Outlook 2010

  • Creating a SharePoint contact list and connecting it to Outlook 2010

Introduction


This chapter focuses on using SharePoint to collaborate, working together to create and share documents, ideas, presentations, calendars, tasks, and so on. Central to this collaboration is the SharePoint 2010 SharePoint Team Site. Early recipes cover how to create a Team Site, add users to it, add pages, and adjust the navigation links.

The remaining recipes show how you can use a Team Site to work more effectively together. You will see how to use a Shared Calendar for important events and how to use the Discussion Board to canvass the opinions of you colleagues. Further recipes show how to share lists of Contacts, how to create and assign Tasks , and how to reuse PowerPoint 2010 slides within your team. Though the Team Site has been used for illustration, the information is these recipes can be applied to any site provided the required list or library has been added.

Throughout this chapter, the integration between SharePoint 2010 and Outlook 2010 is highlighted, illustrating...

Creating a Team Site


SharePoint 2010 provides a set of templates to allow you to rapidly create websites to perform different functions. The most commonly used collaboration site is the Team Site. This recipe shows you how to create one.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need a SharePoint site where you want to create your Team Site.

You will need the Full Control permission level to run this recipe. Normally this will mean that you are a member of the site owner's group.

How to do it...

  1. Open the SharePoint site where you want to create the Team Site.

  2. Open the Site Actions menu and click on New Site.

  3. SharePoint now shows all the available site templates. Click on the Team Site icon. Give the Team Site a name and specify the URL you wish to use.

  4. After a brief delay your new Team Site is created.

How it works...

One of the key capabilities of SharePoint 2010 is that it...

Adding users to a Team Site


Your Team Site won't be much use for collaboration unless people have access to it. This recipe shows you how to add users and assign them the right Permission levels.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Full Control permission level to run this recipe. Normally this will mean that you are a member of the site owner's group.

How to do it...

  1. Open the SharePoint Team Site that you want to add users to.

  2. Open the Site Actions menu and select the Site Permissions option.

  3. The current user permissions for the site are displayed. Click on the Grant Permissions icon on the ribbon.

  4. The Grant Permissions dialog box is displayed. Add the users that you want to give access to this Team Site. Enter the user in the textbox or click on the book icon to browse to the users you need.

  5. Assign the users to one of the site groups (Viewers, Owners, Visitors...

Adding a new page to a Team Site


SharePoint 2010 makes it very easy to add new pages to your Team Site. This recipe shows you how to do so.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Designer or Full Control permission level to run this recipe.

How to do it...

  1. Open the SharePoint Team Site where you want to add a new page.

  2. Open the Site Actions menu and select the New Page option.

  3. The New Page dialog box is displayed. Enter the name demopage for the page and click on the Create button.

  4. The new page is created. You can start entering text immediately by typing directly into the page. Click on Save & Close when you are done. Your new page will be displayed on the Team Site.

How it works...

This recipe shows you how to create a new page. The page you created was automatically added to the site page's library. The page you created is a Wiki page. These pages are really...

Adding a link to the Top link bar of a Team Site


People need to be able to find their way around your Team Site. Adding links to the Top link bar can help. This recipe shows you how to do so.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Designer or Full Control permission level to run this recipe.

How to do it...

  1. From your Team Site, open the Site Actions menu and click on the Site Settings option.

  2. The Site Settings page is displayed. Under the Look and Feel category, select the Top link bar link.

  3. The Top Link Bar page is displayed. Click on the New Navigation Link.

  4. Enter the web address and description for the new link as shown in the following screenshot. Click on the OK button to create the link.

  5. The new link now appears on the Top link bar. Click on the link to test whether it works correctly.

How it works…

SharePoint 2010 Team Sites provide basic navigation controls...

Adding a slide library to share PowerPoint slides


SharePoint 2010 makes it easy to add information, documents, videos, and more. In this recipe, you will learn how to add a slide library to your Team Site so that you can share PowerPoint 2010 slides with your colleagues.

Getting ready

This recipe works for:

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Designer or Full Con trol permission level to run this recipe.

You will need PowerPoint 2010 to be able to publish your slides to the slide library.

How to do it...

  1. From your Team Site, open the Site Actions menu and click on More Options.

  2. The Create dialog box is displayed. Click on the Library filter and select the Slide Library icon.

  3. Click on the Create button.

  4. A second page is then displayed which prompts for more information about the slide library that you wish to create. Enter a Name for the library, if you want to display a link to the library on the Quick Launch, and if you...

Adding a slide to a presentation from a SharePoint slide library


Colleagues can share PowerPoint 2010 slides by publishing them to a slide library. You can then reuse those slides in your own presentation, without having to recreate them from scratch.

Getting ready

This recipe works for:

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Read permission level to run this recipe.

You will need a slide library containing slides that you wish to add to your presentation. The recipe Adding a slide library to share PowerPoint slides shows you how to do this.

You will need PowerPoint 2010 to be able to add slides from the slide library.

How to do it...

  1. Open the slide library. Check the slides that you want to add to your presentation and click on the Copy Slide to Presentation link.

  2. PowerPoint 2010 opens and prompts you for more information on how you want the slides you have selected to be copied. Select the options that meet your needs and...

Creating and tracking a discussion item


The SharePoint 2010 Team Site contains a Team Discussions forum. This recipe shows you how to add a discussion item to the forum and be automatically notified when your colleagues reply.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Contribute permission level to run this recipe. Normally this will mean that you are a member of the site member's group.

You will need a SharePoint 2010 Team Site or any other SharePoint site to which a Discussion Board has been added.

How to do it...

  1. Open your Team Site. Select the Team Discussion link from the quick-launch menu.

  2. The list of current discussions is displayed. Click on the Add new discussion link.

  3. In the Team DiscussionsNew Item dialog box, enter the Subject and the Body for the discussion item that you want to create.

  4. Click on Save.

    The new discussion item will appear in the current...

Managing a Team Site Calendar with Outlook 2010


The SharePoint Team Site contains a Shared Calendar that is great for managing appointments, meetings, and important events within your team. Additionally, you can connect your calendar to Outlook 2010 and manage all your events straight from there.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need Outlook 2010 installed on your PC.

You will need the Read permission level to synchronize calendar data from SharePoint 2010 to Outlook 2010. You will need the Contribute permission level to make changes to the calendar in Outlook and save those changes back to SharePoint.

You will need a SharePoint 2010 Team Site or any other SharePoint site to which a calendar has been added.

How to do it...

  1. Open your Team Site. Select the Calendar link from the quick-launch menu.

  2. The Team Site's Shared Calendar is displayed. Click on the Calendar...

Creating a task and assigning it to another user


Your SharePoint 2010 Team Site contains a tasks list, where you can create, assign, and track the shared tasks that your team needs to complete.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Contribute permission level to create tasks. This normally means that you will be a member of the site member's group.

You will need a SharePoint 2010 Team Site or any other SharePoint site to which a tasks list has been added.

How to do it...

  1. Open your Team Site. Select the Tasks link from the quick-launch menu.

  2. A list of the current tasks for the Team Site is displayed.

  3. Click on the Add new Item link.

  4. In the Tasks—New Item dialog box, enter the details for the task. To assign the task to another user, type their name in the Assigned To field or click on the book icon to browse to and select them.

  5. Click on Save to create the task.

  6. The...

Using the datasheet to bulk-edit tasks in a task list


The datasheet view allows you to quickly make changes to many tasks in one go.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

To access the datasheet view, you must have a version of Office 2010 installed.

You will need the Contribute permission level to edit tasks in the datasheet. This normally means that you will be a member of the site member's group.

You will need a SharePoint 2010 Team Site or any other SharePoint site to which a tasks list has been added.

How to do it...

  1. Open your Team Site. Select the Tasks link from the quick-launch menu.

  2. A list of the current tasks for the Team Site is displayed. Select the List tab from the List Tools ribbon.

  3. Click on the Datasheet View icon in the ribbon to open the datasheet view of the Tasks List. You can now perform bulk update operations to quickly update multiple items.

  4. The remaining...

Managing a SharePoint task list in Outlook 2010


Outlook 2010 provides a great location to view and manage your tasks. By connecting your SharePoint tasks lists to Outlook, you can track all the things that you need to do in one place.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Contribute permission level to edit tasks in Outlook 2010 and have those changes synchronized back to SharePoint 2010. This normally means that you will be a member of the site member's group.

You will need the Reader permission level if you want to synchronize tasks (read-only) to Outlook 2010. You will be able to change the tasks but those changes will not be saved back to SharePoint 2010.

You will need a SharePoint 2010 Team Site or any other SharePoint site to which a tasks list has been added.

You will need Outlook 2010 installed on your client machine.

How to do it...

  1. Open your Team Site...

Creating a SharePoint contact list and connecting it to Outlook 2010


SharePoint 2010 and Outlook 2010 both provide sophisticated contact-management capabilities. By joining the two together you can get the best of both worlds.

Getting ready

This recipe works for:

  • SharePoint 2010 Foundation

  • SharePoint 2010 Standard Edition

  • SharePoint 2010 Enterprise Edition

  • Office 365 (SharePoint Online)

You will need the Contribute permission level to edit contacts in Outlook 2010 and have those changes synchronized back to SharePoint. This normally means that you will be a member of the site member's group.

You will need the Reader permission level if you want to synchronize contacts (read-only) to Outlook 2010. You will be able to change the contacts but those changes will not be saved back to SharePoint 2010.

You will need Outlook 2010 installed on your client machine.

How to do it...

  1. From your Team Site, open the Site Actions menu and click on More Options.

  2. The Create dialog box is displayed. Select the Filter By...

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Key benefits

  • Discover how to apply SharePoint far beyond basic functionality
  • Explore the Business Intelligence capabilities of SharePoint with KPIs and custom dashboards
  • Take a deep dive into document management, data integration, electronic forms, and workflow scenarios
  • Join the dots by building three composite "no code" applications

Description

The power of Microsoft SharePoint as the Enterprise collaboration platform is ever-growing; due to the wide range of capabilities it offers, SharePoint 2010 can help transform your business so you can quickly respond to the changes and challenges that you face. For End Users, SharePoint helps you and your team work "better, faster, and smarter". This book will take your SharePoint knowledge further, showing you how to use your skills to solve real business problems. While many other titles might be characterized as "SharePoint Explained", this cookbook contains advanced content that goes beyond that found in other SharePoint End User offerings: it is "SharePoint Applied". It provides recipes walking Power Users through a range of collaboration, data integration, business intelligence, electronic form, and workflow scenarios, as well as offering three invaluable business scenarios for building composite applications. The cookbook begins by providing a comprehensive treatment of SharePoint essentials, while quickly moving forward to topics like Data Integration, Business Intelligence, and automating business processes. At the end of the book, the information presented in the earlier recipes is combined to create three example SharePoint 2010 "composite applications" for Human Resources (HR), Customer Relationship Management (CRM), and Project Management. Composite applications are the "unique selling point" of SharePoint 2010 and understanding how to create them is the key to unlocking the business value of the product.

Who is this book for?

If you are an advanced End User or Power User of SharePoint 2010 who wants to accomplish specific business tasks beyond the basics, then this cookbook is not to be missed. You should already be comfortable with SharePoint in order to get the most out the recipes, which are applicable up to and including SharePoint Enterprise edition. You'll find this book useful not only as a learning tool, but also as a reference guide as your SharePoint skills and experience increase.

What you will learn

  • Quickly move through some essential SharePoint End User tasks before moving on to more advanced functionality
  • Take a deep dive into SharePoint document management
  • Learn from a comprehensive treatment of SharePoint workflows
  • Understand who is listening to your information with SharePoint Web Analytics tools
  • Create and publish InfoPath forms to front-end your business processes
  • Discover the SharePoint security trimmed user interface from a practical business perspective
  • Understand SharePoint search and how to find things more easily
  • Turn data into information using SharePoint s powerful business intelligence tools
  • Unlock the true business value of SharePoint with HR, CRM, and PM composite application examples
  • Understand how to apply your SharePoint knowledge to "Think SharePoint" rather than simply grasping basic SharePoint concepts
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Oct 19, 2011
Length: 344 pages
Edition : 1st
Language : English
ISBN-13 : 9781849682886
Vendor :
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Product Details

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Length: 344 pages
Edition : 1st
Language : English
ISBN-13 : 9781849682886
Vendor :
Microsoft
Category :

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Table of Contents

8 Chapters
Getting Started—SharePoint Essentials Chevron down icon Chevron up icon
Working Together—Using SharePoint to Collaborate Chevron down icon Chevron up icon
SharePoint as the Data Hub—Storing and Integrating Data Chevron down icon Chevron up icon
SharePoint Document Management Deep Dive Chevron down icon Chevron up icon
Getting the Message Out—Using SharePoint to Communicate Chevron down icon Chevron up icon
Where's My Stuff?—Finding Things with SharePoint Chevron down icon Chevron up icon
Gaining Insights— Using SharePoint for Business Intelligence Chevron down icon Chevron up icon
Automating Business Processes—Recipes for Electronic Forms and Workflows Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.7
(3 Ratings)
5 star 66.7%
4 star 33.3%
3 star 0%
2 star 0%
1 star 0%
Adwait Ullal Jan 27, 2012
Full star icon Full star icon Full star icon Full star icon Full star icon 5
The Microsoft SharePoint 2010 Power User Cookbook is an excellent book which is aimed specifically at getting things done in SharePoint without requiring development or hardcore administration skills. And I must say I like it.This book is a must have reference guide for business power users who use SharePoint in their daily job but don't need to know all the background about how SharePoint exactly works from a system perspective.It is however also very useful for SharePoint administrators who need to perform common SharePoint tasks as well as for SharePoint business analysts and project manager who need a more practical view on how to accomplish things in SharePoint.It contains over 70 recipes going from very basic tasks such as creating site columns, securing objects, etc ... to more complex tasks such as creating external content types, creating dashboards using PerformancePoint Dashboard designer. Each of these recipes contains a number of different sections:*Getting ready - explains for which version of SharePoint it works*How to do it - step by step guideline about how to configure things in SharePoint*How it works and There's more - background information*See also - reference to related recipes.Each recipe consists of a limited number of pages containing the bare essential for getting your SharePoint task done. Great job from the authors...
Amazon Verified review Amazon
Christopher Hall Aug 18, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have found this book very useful. It has allowed me to immediately use the recipes provided, and it works just as described. Good.
Amazon Verified review Amazon
Bonnie Clair Feb 22, 2013
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
HRIS staff state this has been a good resource for them. Our organization is building several sites using Share Point.
Amazon Verified review Amazon
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Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela