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Table Of Contents

Getting Started with Microsoft SharePoint Server 2010
INTRODUCING SHAREPOINT
What Is Portal Technology?
Why Does an Organization Invest in Portal Technology?
WHAT IS SHAREPOINT 2010?
SharePoint Foundation Primary Benefits
SharePoint Server Primary Benefits
SHAREPOINT COMPONENTS OVERVIEW
The Ribbon
SharePoint Lists
SharePoint Libraries
Web Parts
Workflow
Content Types
Sites, Workspaces, and Site Collections
Enterprise Features
SUMMARY
UNDERSTANDING LIST ELEMENTS
DISCOVERING SHAREPOINT LIST COLUMN TYPES
UNDERSTANDING THE STANDARD LIST TEMPLATES
Understanding the Contacts List
Understanding the Announcements List
Understanding the Tasks List
Understanding the Project Tasks List
Understanding the Issues List
Understanding the Calendar List
Understanding the Links List
Understanding Discussion Lists
Exploring Survey Lists
Understanding the Status List
Understanding the External List
WORKING WITH LISTS
Working with List Content
UNDERSTANDING LIBRARIES AND DOCUMENTS
Creating and Managing Documents in a Library
Review Document Version History
UNDERSTANDING SHAREPOINT LIBRARY TEMPLATES
Document Libraries
Form Libraries
Wiki Page Libraries
Picture Libraries
Data Connection Libraries
Slide Libraries
Date and Time
Lookup
Yes/No
Person or Group
Hyperlink or Picture
Calculated (Calculation Based on other Columns)
External Data
Managed Metadata
What Are Site Columns?
Creating and Customizing Views x 129
When to Use a List-Centric Column versus a Site Column
CREATING AND CUSTOMIZING VIEWS
Working with the Standard View
Setting Up a Gantt, Calendar, or Datasheet View
Working with Access Views
WORKING WITH CUSTOM LISTS AND LIBRARIES
Custom List Basics
Managing Version Control
Managing Document Templates
Initiating Workflows
Initiation Forms
Steps
Conditions and Actions
Workflow Associations
WORKING WITH WORKFLOW TEMPLATES
Approval Workflow
List Actions
Relational Actions
Task Actions
Utility Actions
Impersonation Steps
Custom Ribbon Buttons
Variables and Parameters
Sending Emails
WORKFLOW TASKS AND HISTORY
Tasks
Task Process Designer
History
OFFICE CLIENT INTEGRATION
Visualization With Visio Premium 2010
InfoPath Forms and Workflows
Workflows in the Back Stage View
Workflow Status
Workflow History
View Workflow Reports
Editing Workflows
Deleting Workflows
CONTENT TYPES OVERVIEW
THE ANATOMY OF A CONTENT TYPE
Name and Description
Parent Content Type
Group
Template
Site Columns
Document Information Panel Settings
Information Management Policies
Document Conversion
BASE CONTENT TYPES
Business Intelligence Content Types
Content Organizer Content Types
Document Content Types
Document Set Content Types
Folder Content Types
Group Work Content Types
List Content Types
Page Layout Content Types
PerformancePoint Content Types
Publishing Content Types
Special Content Types
MANAGING CONTENT TYPES
Enabling Content Type Management on a Library
Managing Multiple Content Types in a Library
Managing Content Types across Site Collections
USING WEB PARTS
Adding a Web Part to a Page
Wiki Pages
Web Part Pages
Configuring a Web Part
Appearance
Layout
Advanced
Removing Web Parts
The Web Part Checkbox
Exporting and Importing Web Parts
Connect Web Parts
ABOUT THE OUT-OF-THE-BOX WEB PARTS
List and Library Web Parts
Web Part Views
Web Part Tool Pane
AJAX
Miscellaneous
More Business Data Web Parts
Media and Content Web Parts
Picture Library Slideshow
Social Collaboration Web Parts
Social Computing Web Parts
Query String (URL) Filter
Text Filter
SQL Server Analysis Services Filter
Filter Actions
Search Web Parts
XSLT LIST VIEW WEB PARTS
THE WEB PART GALLERY
SITE COLLECTIONS AND SITES
Understanding the Boundaries
MANAGING SITE COLLECTIONS AND SITES
Features
Managing Content and Structure
View All Site Content
Site Hierarchy
Site Content and Structure
Managing Permissions
SharePoint Designer Settings
Help Settings
Site Analytics
Managing Navigation
Things to Note about Navigation
Working with Content across Sites
Understanding the Templates x 293
UNDERSTANDING THE TEMPLATES
Site Collection Templates
Collaboration Templates
Meetings Templates
Enterprise Templates
Publishing Templates
Custom Templates
Web (Subsite) Templates
CREATING CUSTOM TEMPLATES
Saving a Site as a Template
Moving the Template to a New Location
Creating Templates for Site Collections
WORKING WITH CONTENT OFFLINE
SharePoint Workspace
WHY ORGANIZATIONS BRAND
BEST PRACTICES FOR ENHANCING THE USER EXPERIENCE
CHANGING THE SITE LOGO
WORKING WITH THEMES
Tips for Success
When to Use Themes
WORKING WITH MASTER PAGES
What Is a Master Page?
Understanding the Relationship between Master Pages and Style Sheets
Best Practices for Branding SharePoint
UNDERSTANDING USER ACCESS MANAGEMENT AND PERSONALIZATION
How Do Users Log In to a SharePoint Site?
MANAGING ACCESS IN SHAREPOINT
Understanding the SharePoint Permission Levels
Understanding the SharePoint Site Groups
Working with Site Groups and Permission Levels
UNDERSTANDING THE DIFFERENT LEVELS OF ACCESS IN SHAREPOINT
Site-Level Access
List- or Library-Level Access
Item-Level Access
UNDERSTANDING USER PROFILES
Adding and Updating User Profiles
Configuring Profile Updates
WORKING WITH AUDIENCES
Membership-Based Audiences
Profile Property-Based Audiences
PERSONALIZATION OVERVIEW
Engage People
Improve the Search Experience
Knowledge Mining
The Informal Organization
UNDERSTANDING MY SITES
My Profile
The Overview Tab
The Organization Tab
The Content Tab
The Tags and Notes Tab
The Colleagues Tab
The Memberships Tab
Edit My Profile
My Content
Shared and Personal Content
My Newsfeed
My Links
TAGGING AND NOTE BOARDS
Tagging
Tag Profiles
Note Boards
MANAGE CONTENT RATING
SOCIAL COMPUTING WEB PARTS
Tag Cloud
Organization Browser
Note Board
PEOPLE SEARCH
BLOGS AND WIKIS
Blogs
Wikis
UNDERSTANDING AUDIENCES
Targeting Content to Audiences
List Items Displayed in a Content Query Web Part
Navigation Links
Personalization Site Links
Publish Links to Of ce Client Applications
Creating Audiences
Audience Properties
Audience Rules
Audience Compilation
THE OUTLOOK 2010 SOCIAL CONNECTOR
WHAT IS INFOPATH?
CREATING AND CUSTOMIZING AN INFOPATH FORM
CORE CONCEPTS
Page Design
Controls
Textbox
Rich Text Box
Selection Listboxes
Date Picker
Checkbox
Option Button
Button
Picture Button
Sections
Other Controls
Data Source
Views
Design Checker
Publish Form Template
Working with Form Templates x 443
WORKING WITH FORM TEMPLATES
Designing a New Form
Publishing a Form Template to a Library
CUSTOMIZING A FORM TEMPLATE
ADVANCED FORM-PUBLISHING OPTIONS
How Do Variations Work?
Understanding Labels
Managing Translation Workflows
Page Layouts and Content Types x 495
PAGE LAYOUTS AND CONTENT TYPES
Understanding Document Conversion x 505
UNDERSTANDING DOCUMENT CONVERSION
ENABLING PUBLISHING ON A TEAM SITE
WHAT IS RECORDS MANAGEMENT?
Getting Started with Records Management
Key Roles and Responsibilities
The File Plan
The Classification Plan
IMPLEMENTING A CLASSIFICATION PLAN
Working with Managed Metadata
THE RECORDS REPOSITORY
Archive Approach
In-Place Approach
RECORDS RETENTION AND EXPIRATION
HOLDS
CONFIGURING A BCS APPLICATION
Security Considerations
Creating External Content Types
Creating External Lists
Understanding Profile Pages
Understanding Associations
Understanding Business Data Actions
WORKING WITH BCS
Accessing BCS Data from Outlook 2010
Using BCS Associations
Accessing BCS Data from SharePoint Workspace 2010
Using the BCS Web Parts
Business Data List
Business Data Item
Business Data Actions
Business Data Connectivity Filter
Business Data Item Builder
Business Data Related List
Chart Web Part
Using the External Data Column
Using BCS Data in Of ce Applications
FOR THE ADMINISTRATOR
Searching BCS Data
Secondary User Profile Data
Developing Custom Solutions for BCS x 587
DEVELOPING CUSTOM SOLUTIONS FOR BCS
GETTING STARTED
EXCEL SERVICES OVERVIEW
Publishing an Excel Workbook
Using the Excel Services Web Parts
Toolbar and Title Bar
Navigation and Interactivity
Standard Web Part Tool Pane Settings
Working with Parameters
External Data Connections
CHART WEB PART
UNDERSTANDING STATUS LISTS
WORKING WITH VISIO SERVICES
PERFORMANCEPOINT FEATURES
Understanding the Organization
Walk Before You Run
UNDERSTANDING SHAREPOINT SEARCH
Key Terms
Content Source
IFilter
Crawl Schedule
Index
Query
Search Scopes
Keywords and Best Bets
Federated Search
Search Center
WORKING WITH SEARCH
Basic Search
Search Default Settings
Building Search Queries
Boolean Search
Prefix Matching
Phonetic People Search
Suggestions and Did You Mean?
Customizing the Search Experience
Search Settings
Search Keywords
Customizing Search Center
Search Center Tabs
Search Services Configuration x 677
SEARCH SERVICES CONFIGURATION
Search Service Application Configurations
SEARCH ANALYTICS
GOVERNANCE OVERVIEW
Your Role in Governance
Unique Organizations
Realistic Expectations
Understanding the Vision
UNDERSTANDING THE PILLARS OF A GOVERNANCE FRAMEWORK
Key Roles
SharePoint Owner
SharePoint Infrastructure Administrator
SharePoint Infrastructure Administrator
SharePoint Solution Architect
SharePoint Branding Specialist
SharePoint Help Desk
SharePoint Developer
SharePoint Power Users
SharePoint Contributors
SharePoint Readers
Project and Change Management
Project Management
Change Management
Information Architecture and Taxonomy
Web Application
Content Database
Web Applications
Content Databases
Sites
Webs
Lists
Items
Information Architecture Planning
Operations and Infrastructure
Communications
Training
Current Needs
Time Sensitivity
Development
Out of the Box vs. Development
Third Party Solutions vs. Development
Solutions
Best Practices for Efectiveness x 701
BEST PRACTICES FOR EFFECTIVENESS
Working as a Team
Communication Is Key
Small Steps Are Better Than No Steps
Work from a Written Plan
Avoiding the Jack of All Trades
CHOOSING YOUR INSTALLATION TYPE
CHAPTER 1 EXERCISE SOLUTIONS
CHAPTER 2 EXERCISE SOLUTIONS
CHAPTER 3 EXERCISE SOLUTIONS
Chapter 4 Exercise Solutions x 715
CHAPTER 4 EXERCISE SOLUTIONS
CHAPTER 5 EXERCISE SOLUTIONS
CHAPTER 6 EXERCISE SOLUTIONS
Chapter 7 Exercise Solutions x 717
CHAPTER 7 EXERCISE SOLUTIONS
CHAPTER 8 EXERCISE SOLUTIONS
Chapter 10 Exercise Solutions x 719
CHAPTER 9 EXERCISE SOLUTIONS
CHAPTER 10 EXERCISE SOLUTIONS
CHAPTER 11 EXERCISE SOLUTIONS
INDEX
P. 1
Beginning SharePoint 2010: Building Business Solutions with SharePoint

Beginning SharePoint 2010: Building Business Solutions with SharePoint

Ratings: (0)|Views: 1,860 |Likes:
Published by Wiley
Two SharePoint MVPs provide the ultimate introduction to SharePoint 2010

Beginning SharePoint 2010: Building Team Solutions with SharePoint provides information workers and site managers with extensive knowledge and expert advice, empowering them to become SharePoint champions within their organizations.

Provides expansive coverage of SharePoint topics, as well as specialty areas such as forms, excel services, records management, and web content management Details realistic usage scenarios, and includes practice examples that highlight best practices for configuration and customization Includes detailed descriptions and illustrations of SharePoint’s functionality

Designed to mentor and coach business and technical leaders on the use of SharePoint in addressing critical information management problems within their organizations, Beginning SharePoint 2010 is sure to become the premiere handbook for any active or aspiring SharePoint expert.

Two SharePoint MVPs provide the ultimate introduction to SharePoint 2010

Beginning SharePoint 2010: Building Team Solutions with SharePoint provides information workers and site managers with extensive knowledge and expert advice, empowering them to become SharePoint champions within their organizations.

Provides expansive coverage of SharePoint topics, as well as specialty areas such as forms, excel services, records management, and web content management Details realistic usage scenarios, and includes practice examples that highlight best practices for configuration and customization Includes detailed descriptions and illustrations of SharePoint’s functionality

Designed to mentor and coach business and technical leaders on the use of SharePoint in addressing critical information management problems within their organizations, Beginning SharePoint 2010 is sure to become the premiere handbook for any active or aspiring SharePoint expert.

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Publish date: Jan 1, 2010
Added to Scribd: Dec 20, 2010
Copyright:Traditional Copyright: All rights reservedISBN:9781118022887
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