Office and SharePoint 2010 Users Guide: Integrating SharePoint with Excel, Outlook, Access

Prelim......Page 1
Contents at a Glance......Page 6
Contents......Page 7
About the Author......Page 18
About the Technical Reviewer......Page 19
Acknowledgments......Page 20
Introduction......Page 21
Contacting the Author......Page 23
An Overview of SharePoint......Page 25
Site Collections, Sites, and Sub-sites......Page 26
Collaboration Templates......Page 29
Team Site......Page 30
Blog......Page 32
Meeting Templates......Page 33
Enterprise Site Types......Page 34
Business Intelligence Center......Page 35
Publishing Sites (only available from Central Administration)......Page 36
Enterprise Wiki......Page 37
Other Site Templates......Page 38
Projects Web Database......Page 40
Lists and Library Types......Page 41
Document Library......Page 42
Translation Management Library (SharePoint 2010 Enterprise Edition only)......Page 43
Permissions and Groups......Page 44
Adding a Document Library......Page 54
Knowing Your Document Templates......Page 58
Adding a Document to Your New Library......Page 59
Uploading a Document......Page 64
Displaying Documents in the Datasheet View......Page 69
Displaying Documents in Windows Explorer......Page 71
Editing a Word Document from Standard View......Page 72
Editing a Document from Datasheet View......Page 73
Simple Locking of Documents......Page 74
How to Check Out a Document......Page 76
Checking Documents Back Into the Library......Page 79
Overriding a Check Out......Page 81
Tracking Document Versions......Page 82
Promoting a Prior Version to the Current Version......Page 84
Publishing Documents to Your Document Library......Page 85
Require Document Approval to Hide Drafts—A Simple Workflow......Page 89
Recovering Accidental Deletions with the Recycle Bin......Page 91
Summary......Page 92
Everything Is a List......Page 93
Content & Data Lists......Page 94
Announcements List......Page 95
Adding Items to Your New List......Page 98
Contacts List......Page 99
External List......Page 105
Links List......Page 106
Survey List......Page 107
Discussion Board List......Page 114
Calendar List......Page 116
Tasks List......Page 119
Project Tasks List......Page 120
Issue Tracking List......Page 121
Other Lists......Page 122
Editing Data into Your List......Page 124
Working with List Views......Page 128
Building a Custom List......Page 131
Modifying the Column Types in Your List......Page 137
Using Alerts to Notify You of List Changes......Page 145
Creating RSS Feeds for Your List......Page 149
Defining Views for Your List......Page 154
Sorting and Filtering Lists......Page 159
Inline Editing......Page 161
Item Validation......Page 162
Column Validation......Page 164
Referential Integrity in List Lookups......Page 166
Summary......Page 173
Adding a Web Page to Your Collaboration Site......Page 175
Adding a Content to a Web Part Zone......Page 180
Adding an Image to an Image Library......Page 184
Copying Text from a Word Document......Page 188
Using Microsoft Word to Add a Table to Your Content......Page 189
Adding a Hyperlink to Your Content......Page 190
Adding a Wiki Page to Your Collaboration Site......Page 194
Creating Master-Detail Relationships between Your Lists......Page 202
Editing Pages with Check Out and Check In......Page 206
Tracking Page Versions......Page 209
Publishing Pages to Your Site......Page 210
Recovering Accidental Deletions with the Recycle Bin......Page 214
The Share and Track Features......Page 215
Alerts......Page 216
RSS Feeds......Page 219
The Note Board......Page 220
Tags......Page 221
Summary......Page 223
Opening a SharePoint Document from Within Microsoft Office......Page 225
Editing and Saving a Document to a Document Library......Page 232
Saving a New Document......Page 234
Saving a Document to an Existing Library......Page 235
What Is Metadata?......Page 236
Adding Metadata to Word Documents......Page 237
Adding Metadata to Documents from SharePoint......Page 243
Using Metadata with the Document Information Panel......Page 246
Working with Document Metadata......Page 248
Managing Multiple Editors to a Document......Page 250
Creating and Using Document Sets......Page 256
Searching For Your Documents......Page 261
Using Word to Contribute to Your Blog Site......Page 264
Creating a Blog Site......Page 265
Defining Categories for Your Blogs......Page 267
Creating a New Blog Posting......Page 268
Commenting on a Blog Entry......Page 271
Setting List Level Blog Permissions......Page 272
Setting Item-Level Blog Permissions......Page 274
Summary......Page 275
Connecting Your SharePoint Contacts List to Outlook......Page 277
Adding SharePoint Columns That Will Synchronize with Outlook......Page 281
Managing Update Conflicts......Page 282
Deleting Contacts......Page 284
Recovering Deleted Contacts......Page 285
Moving Contacts between Lists......Page 286
Synchronizing Your Calendars between SharePoint and Outlook......Page 287
Adding a SharePoint Calendar to Outlook......Page 288
Overlaying Calendars......Page 292
Making Changes to Calendar Items......Page 294
Copying and Moving Items between Calendars......Page 295
Deleting Items from the Calendar......Page 296
Synchronizing Tasks between SharePoint and Outlook......Page 297
Adding Tasks Lists to Outlook......Page 298
Editing Tasks from Outlook......Page 301
Using Outlook to Work Offline with Content......Page 302
Configuring Your Alerts......Page 305
Correcting/Modifying Alerts......Page 308
Adding an RSS Feed to Internet Explorer 7.0......Page 310
Adding an RSS Feed to Outlook......Page 315
Deleting Items from an RSS Feed......Page 317
Viewing Other List Items Not in the RSS Feed......Page 319
Sending a Message to a List or Library......Page 320
Summary......Page 323
Managing Lists with Access......Page 325
Exporting SharePoint Lists to Access......Page 326
Saving Your Export Steps......Page 333
Issues with Auto Increment Fields......Page 335
Transferring Referential Tables......Page 337
The Outlook Task for the Export Steps......Page 339
Reusing Saved Export Steps......Page 340
Importing a SharePoint List Directly from Access......Page 341
Linking SharePoint Lists to Access......Page 343
Editing Linked Data......Page 344
Using Access to Make Mass Updates......Page 346
Use Multivalve Fields in Lists......Page 348
Creating a Multivalued Column in SharePoint......Page 349
Opening a List with Multivalued Columns in Access......Page 354
Some Reasons Not to Use Multivalued Columns......Page 356
Creating a Simple Form......Page 357
Creating a Split Form......Page 360
Creating a Custom Form Using a Subform......Page 361
Creating a Simple Report......Page 364
Can Recycle Bin Recover Deleted List Records?......Page 365
Deploying Your Access Application to SharePoint – Option 1......Page 366
Moving All Access Tables to SharePoint......Page 367
Moving the Access Database to SharePoint......Page 369
Deploying Your Access Application to SharePoint – Option 2......Page 372
Summary......Page 378
Exporting a List from SharePoint to Excel......Page 379
The Role of the IQY File......Page 380
Choosing How to Display Your Imported List......Page 382
Using Hyperlinks in Your List......Page 384
Other Table Tools in Your Excel Workbook......Page 386
Exporting Data from an Excel 2007/2010 Spreadsheet into a Custom List......Page 387
Defining a Table Within Your Excel Worksheet......Page 389
Exporting the Excel Table......Page 390
Viewing the Exported Excel Data in the New SharePoint List......Page 393
Exporting a SharePoint 2007 List to Excel 2003......Page 395
Exporting Excel 2003 Worksheets to SharePoint......Page 397
What Happened to Synchronization?......Page 399
Linking a List in Excel to SharePoint......Page 400
Summary......Page 404
Publishing Excel with Excel Services......Page 407
Configuring Excel Services......Page 408
Adding an Excel Workbook to Your Document Library from SharePoint......Page 409
Why You Need Parameters to Make Your Excel Form Interactive......Page 411
Defining Parameters for Your Excel Form......Page 412
Publishing Your Excel Workbook......Page 414
Viewing Uploaded Excel Documents......Page 420
Using the Excel Page Web Part......Page 421
Viewing Data from External Sources in Excel Using a Data Connection......Page 427
Creating an External Connection......Page 428
Importing the SharePoint List to a Workbook......Page 433
Formatting a Pivot Table to Look Like a Worksheet......Page 436
Publishing Your Formatted Workbook......Page 437
Status Types Defined......Page 440
Creating a Status List......Page 441
Creating a Status List with Manually Entered Information......Page 442
Creating a Status List Using a SharePoint List......Page 445
Creating a Status List from an Excel Workbook......Page 447
Building a Dashboard from the Dashboard Template in the Report Center......Page 448
Organizing Web Parts in the Dashboard Web Part Zones......Page 450
Adding KPIs to Your Dashboard......Page 451
Summary......Page 455
An Introduction to Creating Forms with InfoPath......Page 457
Why You Should Use InfoPath......Page 458
Exploring the InfoPath Interface......Page 459
Modifying a Form Used with a SharePoint List......Page 461
Creating a Form from a Blank Template......Page 473
The Task Group: Controls......Page 481
The Task Group: Data Sources......Page 488
The Task Group: Design Checker......Page 489
Steps to Build the Request for Absence Form......Page 490
Other Available InfoPath Templates......Page 494
Migrating Your Existing Word Forms into InfoPath......Page 495
Migrating Your Existing Excel Workbook into InfoPath......Page 498
Viewing Properties......Page 502
Generating Your Second View......Page 504
Building Data Connections for Forms......Page 506
Connecting InfoPath Forms to Data......Page 516
Creating and Reusing Form Sections with Template Parts......Page 521
Summary......Page 526
Publishing InfoPath Forms to a Network File Share......Page 527
Publish Your Form Data to SharePoint......Page 534
Publishing to a SharePoint Server......Page 545
Defining Metadata for the Document Library......Page 550
Additional Library Settings......Page 554
Using the Published Form......Page 556
Changing Submit Options for a Form......Page 557
Saving the Data from a Form......Page 558
Publishing a Form to a Content Type......Page 560
Adding a Content Type to a Library......Page 566
Changing the Default Content Type......Page 567
Building Custom Workflows for InfoPath Forms Using SharePoint Designer......Page 568
What Is a Workflow?......Page 569
Beginning a Simple Approval Workflow......Page 570
Defining Workflow Details......Page 573
Configuring an E-mail Message......Page 574
Adding Multiple Actions......Page 576
Adding Additional Steps......Page 578
How to Run the Workflow......Page 580
Restructuring Your Conditions......Page 582
Configuring the Workflow Settings......Page 583
Summary......Page 584
Peer-to-Peer Collaboration with SharePoint Workspace......Page 587
Digging into SharePoint Workspace......Page 588
Adding Your Account to Other Computers......Page 600
Creating a Groove Workspace......Page 602
Documents Tool......Page 604
Discussion Tool......Page 605
Calendar Tool......Page 608
Chat Tool......Page 609
Notepad Tool......Page 610
Pictures Tool......Page 611
Sketchpad Tool......Page 612
Chess Tool......Page 613
Lists Tool......Page 614
Working with Your SharePoint Files Within SharePoint Workspace......Page 623
Editing Content in SharePoint Workspace......Page 627
Working with Lists in the SharePoint Workspace......Page 629
Working with Discussion Groups in SharePoint Workspace......Page 630
Properties for SharePoint Workspace......Page 632
Summary......Page 639
Creating a Records Management System to Archive Your Documents......Page 641
Creating Site Columns......Page 642
Creating a Content Type for RFB Documents......Page 644
Creating a Site Library to Collect RFB Documents......Page 649
Creating the Records Center Site......Page 656
Creating the External Service Connection......Page 658
Adding the Site Content Type for RFBs into the Records Center......Page 660
Creating a Policy for the Archival Library......Page 661
Creating a Record Routing Rule......Page 663
Archiving Your Documents......Page 666
Creating a Picture Library in SharePoint......Page 668
Uploading Pictures to SharePoint......Page 672
Uploading Single Images......Page 673
Uploading Multiple Images......Page 675
Using the Microsoft Office Picture Manager......Page 676
Using Windows Explorer to Upload Pictures......Page 680
Downloading Images from Your Picture Library......Page 681
Sending Images to a Microsoft Office Application......Page 684
Viewing the Pictures in a Picture Library......Page 686
Creating a Slide Library in SharePoint......Page 692
Uploading Pictures to Your Slide Library from PowerPoint......Page 695
Uploading Your Slides......Page 696
Publishing Your Slides from PowerPoint......Page 697
Viewing and Performing Actions on Your Slides......Page 699
Copying Slides from Your Slide Library to PowerPoint Presentations......Page 701
Summary......Page 703
¦A......Page 705
¦B......Page 708
¦C......Page 709
¦D......Page 714
¦E......Page 718
¦F......Page 721
¦......Page 722
¦H......Page 723
¦I......Page 724
¦L......Page 726
¦M......Page 729
¦N......Page 732
¦O......Page 733
¦P......Page 735
¦Q......Page 737
¦R......Page 738
¦......Page 740
¦......Page 747
¦U......Page 750
¦W......Page 751
¦Y......Page 753