Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement

Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement
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Table of Contents
Sample Chapters
  • Designed to offer applicable, no-coding solutions to dramatically enhance the performance of your business
  • Excel at SharePoint intranet functionality to have the most impact on you and your team
  • Drastically enhance your End user SharePoint functionality experience
  • Gain real value from applying out of the box SharePoint collaboration tools
  • Packed with useful tips, images and instructions to help you to be more productive as a SharePoint 2010 End User

Book Details

Language : English
Paperback : 424 pages [ 235mm x 191mm ]
Release Date : February 2011
ISBN : 1849680663
ISBN 13 : 9781849680660
Author(s) : Peter Ward, Michael McCabe
Topics and Technologies : All Books, Enterprise Products and Platforms, Microsoft Servers, Enterprise, Microsoft, Microsoft SharePoint

Table of Contents

Chapter 1: Where Should End Users Start with SharePoint?
Chapter 2: SharePoint Essentials
Chapter 3: SharePoint Team Sites
Chapter 4: List Management
Chapter 5: Library Management
Chapter 6: Workflows Fundamentals
Chapter 7: Office Integration with SharePoint
Chapter 8: Managing Metadata
Chapter 9: Getting Better Search Results with SharePoint 2010
Chapter 10: Alerts and Notifications
Chapter 11: Enterprise Content Management
Chapter 12: Blogs, Wikis, and Other Web 2.0 Features
Chapter 13: Pages and Web Parts
Chapter 14: My Sites
Chapter 15: Applying Functionality for Business Initiatives
Chapter 16: Creating Exceptional End User Experience for You and Your Team
Chapter 17: Golden Rules for End User Deployment
Appendix A: Glossary
Appendix B: SharePoint Functionality Comparison
Appendix C: List Templates
  • Chapter 1: Where Should End Users Start with SharePoint?
    • The typical end user
      • "I'm fine, leave me alone"
      • "That's great, it'll help me"
      • "This is amazing"
      • "Show me and tell me more"
    • Webinizing information
    • Key takeaways
    • Technical considerations for an end user
      • SharePoint 2010
      • SharePoint Foundation 2010
        • Workflow
        • Search
        • Personalization
      • SharePoint Server 2010 Standard Edition
        • Standard
        • Enterprise
    • Integration with other technologies
    • External access
    • Governance
    • Summary
    • Chapter 2: SharePoint Essentials
      • SharePoint's core components
      • Site hierarchy
      • User interface
        • The Ribbon
      • Site navigation
        • Breadcrumb menus
      • Creating content
      • Your profile
      • Search Functionality
        • Key search features
          • Thesaurus support to queries
          • People and expertise search
          • Refinement and Exact Count Sorting
          • Phonetics and Nickname expansion
          • Recently authored content
      • Summary
      • Chapter 3: SharePoint Team Sites
        • Site overview
          • Sites
          • Site collection
          • Libraries and lists
            • Library Ribbons
          • Lists
            • List Ribbons
        • Creating Sites
        • Site Security for your team
          • Hierarchy and Inheritance
        • Managing users and groups
        • Creating and managing navigation
        • Themes
          • Navigation
            • Super Tool Tips
        • Summary
        • Chapter 4: List Management
          • The basics
          • Creating lists
            • List templates
              • Out of the Box list templates
          • Managing lists
            • Creating views
            • Standard view
            • Calendar view
            • Access view
            • Datasheet view
            • Gantt view
            • Existing views
            • Modifying views
          • How to add, view, edit, and manage content to a list
            • The Ribbon method
            • List method
            • Managing content
              • Alerts
              • E-mail a link
              • Managing Permissions
              • RSS feeds
              • Datasheet view
              • Adding columns
              • Sync to SharePoint Workspace
              • List Workflows
              • Visio, Access, and Project
              • Export to Excel
              • View navigation
              • Front loading
          • Advanced list features
            • Form Web Parts
              • List settings
              • Permissions and management
          • Summary
          • Chapter 5: Library Management
            • The basics
            • Creating Libraries
              • Library templates
                • Document library
                • Form library
                • Picture library
                • Wiki page library
                • Report library
                • Data connection library
                • Slide library
                • Asset library
            • Managing libraries
            • Adding, viewing, editing, and managing Library content
              • Document libraries
                • Adding documents
                • Editing documents
              • Managing content
                • Send To
                • Document Workspaces
              • Picture libraries
                • Managing pictures
              • Wiki libraries
                • Adding pages
                • Editing pages
                • Managing pages
              • Report libraries
                • Adding a content type
                • Editing content types
                • Managing content types
              • Data Connection Libraries
                • Adding a connection to an Excel file
                • Using a data connection in an Excel file
              • Slide Libraries
                • Adding slides
                • Editing slides
                • Managing slides and presentations
              • Asset libraries
                • Adding files
                • Editing files
                • Managing files
              • Libraries best practices
            • Advanced library features
              • Document IDs
                • Assigning Document IDs
                • Document ID Look up Search Scope
              • Content types
                • Properties integration with the 2010 Office release
                • Using metadata with content types
                • Column templates
                • Folder content types
              • Document sets
            • Summary
            • Chapter 6: Workflows Fundamentals
              • Workflow basics
                • Participants
                • Input data
                • Tasks
                • Output data
                  • Workflow types
              • Creating workflows
                • Workflow architecture
              • Managing workflows
              • Workflow types
                • Three-state
                  • Collect feedback
                  • Approval
                  • Disposition approval
                  • Collect signatures
                  • Translation management
                  • Issue tracking
              • Workflow authoring tools
                • SharePoint Designer 2010
                  • SharePoint Designer limitations
                • Visual Studio 2010 with WF Workflow Designer
                • Tool comparison
              • Workflow visualization
              • Summary
              • Chapter 7: Office Integration with SharePoint
                • Ribbon
                • Office Web Apps
                • Co-authoring
                • Unified Communications
                • Social computing
                • Backstage
                  • Info
                    • Save & Send
                  • Publishing as a blog post
                • Slideshow broadcasting
                • Visio Web Services
                • Limitations of Office integration with SharePoint
                • Summary
                • Chapter 8: Managing Metadata
                  • What is metadata?
                    • Managing metadata
                  • Taxonomies
                    • Term store management tool
                    • Managing Metadata Service
                    • Groups, Term Sets, and Terms
                    • Keywords
                  • Folksonomies
                  • When to use managed metadata and normal metadata
                  • Applying metadata to content
                    • Working directly in SharePoint
                    • Working in Office client applications
                  • Navigating with metadata
                    • Discovery and action
                    • Improving business processes
                  • Summary
                  • Chapter 9: Getting Better Search Results with SharePoint 2010
                    • Search basics
                    • Benefits of SharePoint 2010 Search
                    • Search interface
                      • Search box
                      • Search Center
                      • Advanced search
                      • Prefix matching
                      • Name matching
                    • Search results
                      • Context
                      • Link
                      • Sorting
                    • People search
                      • Social distance
                    • Search guidance
                      • Best Bets
                      • Refiners
                      • Did you mean?
                      • Suggestions for related searches
                    • Search scenario
                    • Summary
                      • Chapter 11: Enterprise Content Management
                        • Record management
                          • Record declaration
                            • Site collection
                            • List or library
                          • Managing records
                        • Content types
                          • Managing content types
                        • Information management policies
                          • Policy features
                            • Expiration
                            • Auditing
                          • Site Collection Auditing
                            • Document labels
                            • Document bar codes
                            • Policy deployment
                        • Overview of enterprise content management planning
                        • Summary
                          • Chapter 13: Pages and Web Parts
                            • Pages
                              • Types of pages
                                • Standard pages
                                • Web part pages
                                • Publishing pages
                              • Creating pages
                              • Viewing pages
                              • Editing pages
                                • Formatting content on a page
                                • Inserting content on a standard page
                                • Changing layout on standard pages
                              • Deleting pages
                            • Web parts
                              • Adding a web part to a page
                              • Editing a web part
                            • Summary
                            • Chapter 14: My Sites
                              • What are My Sites?
                                • Repository for personal content
                                • Organizing sites, links, tags, and so on
                                • Manage personal profile
                                • Mailbox and calendar integration
                                • Organizational information
                              • Social aspects of My Sites
                                • Ask Me About
                                • Colleagues
                                • Note Board
                                • Organizational chart
                                • What's happening?
                              • Creating your My Site
                              • My Site features
                              • My Newsfeed page
                                • My Colleagues
                                • My Interests
                                • Newsfeed settings
                              • My Content page
                                • Personal documents
                                • Shared documents
                                • Shared pictures
                                • Other
                              • My Profile page
                              • Summary
                              • Chapter 15: Applying Functionality for Business Initiatives
                                • Sales department
                                  • Challenges
                                    • Customer Relationship Management (CRM) system
                                    • A Request for Proposal (RFP) response
                                  • Campaign management
                                  • Simple SharePoint tips for a sales department user base
                                • IT department
                                  • Challenges
                                    • Supporting issue tracking
                                  • Managing change control
                                  • Storing technical information
                                  • Simple SharePoint tips for an IT department user base
                                • Project Management Office
                                  • Challenges
                                    • Project site
                                  • Simple SharePoint tips for a PMO office user base
                                • Human Resources
                                  • Challenges
                                    • Resume approval
                                    • HR onboarding process
                                  • Simple SharePoint tips for a Human Resources user base
                                • Summary
                                • Chapter 16: Creating Exceptional End User Experience for You and Your Team
                                  • What creates exceptional end user experience in SharePoint?
                                    • Lists
                                      • Active default view
                                    • Within libraries
                                      • Document sets
                                      • Metadata
                                      • File names
                                    • Notifications
                                      • Alert on a search
                                      • Outlook rules
                                    • Search
                                      • Search refinement
                                      • Recent content
                                    • Pages
                                      • Layout of the page
                                      • Limit views
                                      • Avoid horizontal scroll bars
                                      • Relevant documents
                                    • Team Sites
                                      • Auto invite users
                                      • Inheritance
                                      • Site usage reports
                                    • My Sites
                                    • Frequently used web parts and web part connections
                                      • Content Editor Web Part
                                      • Data filters
                                      • Outlook
                                      • Content rollup
                                    • Dashboard design considerations
                                  • Summary
                                  • Chapter 17: Golden Rules for End User Deployment
                                    • What's special about SharePoint
                                    • What SharePoint is not
                                      • A generic "best of breed" technology
                                      • A defined end solution with an end point
                                      • An online transaction website
                                      • A standalone Business Intelligence tool
                                      • An online Excel book in a list
                                      • A public-facing company website
                                      • A turnkey switch on solution
                                      • An application that everyone will use on day one
                                    • The SharePoint platform
                                      • A hosted solution
                                    • User requirement challenges
                                      • The user
                                        • Current environment
                                        • SharePoint environment
                                      • IT department
                                        • Just do it
                                        • Good to talk
                                      • SharePoint technology
                                    • Summary
                                    • Appendix A: Glossary
                                      • Active directory
                                      • Audience
                                      • Audiences
                                      • Access Control List (ACL)
                                      • Backstage
                                      • Breadcrumb menu
                                      • Business Connectivity Services
                                      • Business Data Connectivity Service Application
                                      • Business Data Connectivity Shared Service
                                      • Business Data Catalog
                                      • Check in
                                      • Check out
                                      • Co-authoring
                                      • Content types
                                      • Data connection
                                      • Data connection library
                                      • Data source
                                      • Datasheet view
                                      • Data validation
                                      • Data view web part
                                      • Discussion boards
                                      • Discussion thread
                                      • Distribution list
                                      • Documents
                                      • Document center
                                      • Document library
                                      • Document sets
                                      • Document workspace
                                      • Document workspace site
                                      • Extranet
                                      • Field
                                      • Folksonomy
                                      • Gallery
                                      • Global links bar
                                      • Items
                                      • Key Performance Indicator (KPI)
                                      • Keyword
                                      • Homepage
                                      • Hyperlink
                                      • Intranet
                                      • Lists
                                      • List column
                                      • List content type
                                      • List folder
                                      • List form
                                      • List form web part
                                      • List item
                                      • List template
                                      • List view
                                      • List view page
                                      • List view web part
                                      • Libraries
                                      • Login name
                                      • Lookup field
                                      • Major version
                                      • Managed keyword
                                      • Managed metadata
                                      • Managed metadata connection
                                      • Managed term
                                      • Meeting workspace site
                                      • Metadata
                                      • Minor version
                                      • My profile page
                                      • My Site
                                      • Office Data Connection (ODC) file
                                      • Office Web Apps
                                      • Page
                                      • Page layout
                                      • Paged view
                                      • Parent list
                                      • Parent site
                                      • PerformancePoint content list
                                      • Permission
                                      • Permission level
                                      • Personal site
                                      • Personal view
                                      • Personalized web part
                                      • Private web part
                                      • Quick launch
                                      • Portal site
                                      • Published version
                                      • Publishing level
                                      • Publishing page
                                      • Record
                                      • Really Simple Syndication (RSS)
                                      • Record Management
                                      • Recycle bin
                                      • Ribbon
                                      • Sandboxed Solution
                                      • Security policy
                                      • Shared documents library
                                      • Shared view
                                      • Shared web part
                                      • Shared workbook
                                      • SharePoint Foundation
                                      • SharePoint Server 2010 Enterprise edition
                                      • SharePoint Server 2010 Standard edition
                                      • SharePoint site
                                      • SharePoint workspace
                                      • Site collection
                                      • Site collection administrator
                                      • Site collection quota
                                      • Site column
                                      • Site content type
                                      • Site definition
                                      • Site membership
                                      • Site property
                                      • Site solution
                                      • Sub site
                                      • Taxonomies
                                      • Term Store Management tool
                                      • Themes
                                      • Top-level site
                                      • User profile
                                      • Usage analysis
                                      • View
                                      • Visio Web Services
                                      • Visitors group
                                      • Web part
                                      • Web part connection
                                      • Web part property
                                      • Web part zone
                                      • Web parts page
                                      • What's Happening?
                                      • Workflow
                                      • Workflow association
                                      • Workflow condition
                                      • Workflow history item
                                      • Workflow task list
                                      • Workflow template

                                        Peter Ward

                                        Peter Ward has worked with collaboration technology for over 20 years and is the founder of Soho Dragon Solutions, a New York based SharePoint consultancy. He has worked with some of the largest and most profitable companies in the USA, but also with the small ones that he calls the "Fortune 5,000,000". This is his fourth co-authored SharePoint book, the other three being Microsoft SharePoint 2010 End User Guide: Business Performance Enhancement, Workflow in SharePoint 2010: Real World Business Workflow Solutions, and Microsoft SharePoint for Business Executives: Q&A Handbook. He has been a software guy forever, but is not much of a gadgeteer. In fact, he's probably a late adopter. He teaches yoga part-time in NYC and likes to serve up the perfect vegetarian dish.

                                        Michael McCabe

                                        Michael McCabe currently works for Microsoft and focuses on the SharePoint product. He has 18 years’ experience in technology and taught the first classes of Chase employees to use personal computers. Pre- Windows technology, those were the days. He has worked on collaboration technologies for Lotus, IBM and currently is a Technology Advisor with Microsoft. He has broad experience in financial services having worked at JP Morgan, Financial Guarantee Insurance Company and as a consultant for the State of Connecticut.

                                        Michael has worked abroad and is fluent in German. He has studied at the Universities of Bonn (Germany) and Innsbruck (Austria). He earned a Masters from Cornell University and his undergraduate degree from the University of Notre Dame.

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                                        Submit Errata

                                        Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                                        - 2 submitted: last submission 20 Dec 2012

                                        Errata type: Typo | Page numbers: 106, 107, 375, 376, 377, 378, 379, 380, 381, 382

                                        temple should be template


                                        On page 22, it is given that "A SharePoint Editions Comparison is detailed in Appendix A, Glossary", which appears to be incorrect. Instead, a Sharepoint Editions Comparison is detailed in Appendix B, SharePoint Functionality Comparison.

                                        Sample chapters

                                        You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                                        What you will learn from this book

                                        • Get to grips with business enhancing SharePoint functions based on your individual responsibilities and daily tasks.
                                        • Apply true document management beyond version control
                                        • Gain the skills to apply all the collaborative benefits of SharePoint 2010 without the need for any coding.
                                        • Discover how to personalize content and manage and create SharePoint Team Sites.
                                        • Easily set up and manage out-of-the-box SharePoint processes necessary for individual job roles and departmental functions.
                                        • Grasp a comprehensive understanding of fundamental SharePoint foundation essentials and how these are relevant to your day to day tasks.
                                        • Fully understand Office integration with SharePoint with features like the Ribbon Interface.
                                        • Learn how to migrate desktop information in Word and Excel to process driven content.
                                        • Make the most of the improved search results feature of SharePoint 2010.
                                        • Build content for yourself not only within a department, but across the organization.
                                        • Uncover the knowledge of how to be more productive by following the Golden Rules for end user SharePoint deployment.


                                        In Detail

                                        SharePoint is currently Microsoft’s fastest selling product, faster than even Microsoft Office. Like its predecessor SharePoint 2007, Microsoft Office SharePoint Server (MOSS) 2010 can be said to be the "Ginsu knife" of web platforms by providing web publishing and collaboration combined. Rich websites, portals, intranets, content management systems, search engines, workflow, wikis, blogs, and more make SharePoint the business collaboration platform for the Enterprise and the Internet, and can all now be done out of the box. Companies can deploy SharePoint 2010 both inside the enterprise (that is, intranets) and outside of the firewall (that is, extranets, the Internet) so employees, customers, and business partners can work with the platform. SharePoint 2010 ultimately enables enhanced internal and external company communication, resulting in better decision making processes.

                                        Just as Microsoft’s products have become the de facto standard with daily desktop tools such as Word, Excel, PowerPoint and Outlook, SharePoint is becoming the de facto standard web platform for team and company collaboration.

                                        With this book you will be highly equipped with the confidence and professional independence to build business enhancing SharePoint solutions. This will give you and your department traction for document collaboration, Web 2.0 functionality and much more, so that you can publish content and develop communities for maximum interaction. You will gain invaluable knowledge about workflows, alerts and notifications, web parts and more.

                                        This book bridges the gap in end user functionality to provide you with functional direction and guidance on how to truly apply SharePoint to your business processes, without the need for coding.

                                        This hands on tutorial full of comprehensive instructions and quick tips shows you where to apply SharePoint’s technology to your job and business as a whole, for immediate traction and value. The main focus lies with explaining the core capabilities of SharePoint 2010 from an end user perspective, such as Lists, Libraries, Workflows, Blogs and Wiki, all without writing any code.

                                        The book begins by setting out SharePoint’s core functionality which includes the different editions, Sites, Libraries, Lists, and My Sites. This basic functionality will give you the knowledge to deploy collaborative solutions for you and your department. You will be guided through how to create content and quickly tailor it for your own individual needs. You will then dive deep into Office integration with SharePoint, learning that SharePoint is not a replacement for Office, but a tool to complement it for team usage, so files and even page content can be shared within teams and departments. Along the way, you will also gain the knowledge to implement out- of-the-box SharePoint processes relevant to your own job role and the functions of your department. Finally, the book will discuss what SharePoint is not, with a view to how it should not be used by end users, the challenges that face end users, and where SharePoint’s functionality can be applied with regards to business areas such as Human Resources and the Sales Department, ultimately enabling you to properly implement SharePoint 2010 as an efficient end user.

                                        Bursting with SharePoint shortcuts, this hands on guide lets you go far beyond your email and desktop when managing tasks to become a highly organized end user.


                                        An essential hands-on guide, this book describes functionality, ideas and terminology related to SharePoint and applies the knowledge to enhance your business. This is not a heavy technical book for the professional IT department power user, weighed down with technical jargon and techniques, but a tutorial full of great advice and short cuts to SharePoint’s functionality, where the authors remember all the tough stuff so you don’t have too. While other books will tell you what SharePoint can do from a technical standpoint and may leave you wondering if the product is appropriate for your day-to-day needs, this guide will provide you with the information and hands on tools so you can immediately apply solutions to your work environment.

                                        Who this book is for

                                        If you are a SharePoint 2010 end user and you want to take back control of your workday and Inbox by applying your knowledge of SharePoint, then this book is ideal for you. By using SharePoint to complement your Office desktop tools, this book will be a tremendous aid if you are an end user willing to invest a few hours of reading to become highly productive and efficient in working with information on a day to day basis. You should be comfortable with the basic functionality of Outlook, other Office applications, and basic web page functions. No prior knowledge of SharePoint is required.

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