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Index
Microsoft Sharepoint 2013 Step by Step
Dedication
A Note Regarding Supplemental Files
Introduction
Who this book is for
How this book is organized
Download the practice files
Using the practice files
Using the WSP templates
Removing the WSP site templates
Deleting a practice site
Your companion ebook
Getting support and giving feedback
Errata
We want to hear from you
Stay in touch
1. Introducing SharePoint 2013
What is SharePoint 2013?
Team collaboration and sharing
SharePoint user permissions
SharePoint 2013 solutions
It’s all in the cloud: SharePoint Online
Office integration with SharePoint
SharePoint web storefront based on Microsoft Dynamics AX
Versions of SharePoint
Key points
2. Navigating a SharePoint Site
Navigating the home page and the SharePoint site
Understanding the site structure
Customizing the site navigation
Navigating the ribbon
Understanding app parts and Web Parts
Using the Recycle Bin
Key points
3. Working with Documents and Information in Lists and Libraries
Discovering default lists and libraries in a site
Creating a new list
Adding and editing list items
Creating a document library
Creating a new document
Editing documents
Uploading documents
Checking documents in and out from the document library
Working with version history
Creating a new folder in a library or a list
Adding, editing, and removing list and library columns
Sorting and filtering a list or a library
Deleting and restoring list items and documents
Setting up alerts
Following documents
Working offline
Key points
4. Working with Webpages
Editing a page
Changing the layout of a page
Creating a new page
Adding links
Working with page history and versions
Using alerts
Adding app parts and Web Parts to your page
Removing a Web Part
Customizing app parts and Web Parts
Editing Web Part pages
Moving Web Parts
Key points
5. Creating and Managing Sites
Creating a site
Sharing a site
Managing site users and permissions
Creating a personal site
Changing a site’s theme
Saving and using a site template
Managing site features
Managing site content syndication
Deleting a site
Key points
6. Making Lists and Libraries Work for you
Setting the name, description, and navigation
Configuring content approval and versioning for a list
Configuring versioning and required checkout for a library
Working with advanced settings for a list
Working with advanced settings for a library
Using validation settings
Setting up ratings
Working with content types
Creating a view
Managing users and permissions
Sharing a document or a folder
Granting list item permissions
Deleting and restoring a list or a library
Key points
7. Getting Social
Using the Newsfeed hub
Starting a conversation
Using Yammer
Working with tags and notes
Creating Community sites
Managing a Community site
Key points
8. Working with Wikis and Blogs
Creating a wiki
Categorizing wiki pages
Creating an Enterprise Wiki site
Using an Enterprise Wiki site
Adding categories to Enterprise Wiki pages
Creating a blog site
Managing your blog
Creating a blog post
Adding a blog comment
Key points
9. Searching for Information and People
Searching your SharePoint site
Using search queries
Configuring search behavior
Using Advanced Search
Setting up search alerts
Influencing the relevance rank
Customizing the search results page
Searching for people
Defining your site visibility
Key points
10. Managing Work Tasks
Creating a Project site
Working with the timeline
Creating and managing subtasks
Working with the Project Summary Web Part
Managing tasks in one place
Managing projects with SharePoint and Project Professional
Synchronizing a Tasks list with Project
Key points
11. Working with Workflows
Automating business processes using SharePoint
Understanding the built-in workflows of SharePoint
Configuring a workflow
Working with workflows
Managing workflows
Managing workflow tasks within Outlook 2013
Terminating workflows
Removing workflows from lists and libraries
Associating workflows with content types
Key points
12. Using SharePoint with Excel and Access
Importing data from an Excel spreadsheet to a list in SharePoint
Exporting a SharePoint list to an Excel spreadsheet
Exporting an Excel table to a SharePoint site
Building an Access app
Creating a table in an Access app
Working with an Access app in the browser
Exporting data from an Access desktop database to a list
Importing a list
Linking to a list
Moving data from a desktop database to a list
Working offline
Key points
13. Working with Business Intelligence
Understanding SharePoint BI components
Using Excel Services
Working with data models
Creating and publishing PowerPivot dashboards
Publishing PowerPivot dashboards using Excel Web Part
Building visualizations with Power View
Creating and using Power View reports with multiple views
Displaying a Power View report in a Web Part
Key points
14. Using SharePoint with Outlook and Lync
Syncing your tasks with Outlook
Connecting a SharePoint Contacts list app to Outlook
Moving an Outlook contact to a SharePoint Contacts list app
Copying SharePoint contacts into Outlook
Viewing SharePoint calendars in Outlook
Taking SharePoint content offline
Managing SharePoint alerts in Outlook
Configuring an RSS feed
Using Lync Presence with documents in libraries
Creating site mailboxes
Key points
15. Working with Content Management
Working with Document IDs
Creating Document Sets
Organizing content
Creating a Records Center
Introducing eDiscovery features
Managing records
Configuring in place records management
Creating a publishing site
Creating page layouts
Managing page layouts
Using reusable content
Using a product catalog
Defining a SharePoint site policy
Key points
A. SharePoint 2013 User Permissions and Permission Levels
B. SharePoint 2013 Features
C. SharePoint 2013 Solutions Required to Complete the Exercises in this Book
Glossary
D. Acknowledgments
Index
About the Authors
Copyright
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