1 sharepoint 2010 “the art of possibilities”. 2 sites
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SharePoint 2010“The Art of Possibilities”
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Sites
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ListsCustom List – Petty Cash
List & Column Validation
Create Term Store – ESPN Offices (sp_admin)Create Term Set – Office LocationsCreate Site column – Office
Managed Metadata – Office LocationCreate Custom List – named Regions
Rename Title – RegionRequired – YesEnforce - Yes
Create Custom List – named Petty CashRename Title – EmployeeCreate Lookup to Region – Region fieldAmount Disbursed – CurrencyActual Exp Amount – CurrencySave ListVariance – Calculated –(Actual – Disbursed)as CurrencyAdd Site Column – Office
Reorder columnsColumn ValidationAmount Disbursed
=AND(([Amount Disbursed]<200),([Amount Disbursed]>0))Amount must be between $0 and $200
Actual Exp Amount=[Actual Exp Amount]>0Amount must be greater than $0
List Validation=[Amount Disbursed]>[Actual Exp Amount]Disbursed amount must be greater than Actual Expense amount
Create View – set a defaultDisplay / Order columns
Emp, Office, Region, AmtDis, ExpAmt, VarSort by Office, then by EmployeeGroup by RegionTotal Actual Exp Amount
Edit page in SPD – remove sum – right alignSave as Template
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LibrariesDocument Library
Create Document Library – named Project MaterialCreate 2 folders – Estimates & ProposalsCreate a new column – Choice
Estimate, Proposal, Support File, ContractUpload files in library and a folderAdvanced settings – folder / searchMetadata navigationCreate Views – Proposals / EstimatesFilter / FoldersSave as Template
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Content TypesCreate 3 RFP Files (proposal, estimate, presentation)Create Content Types
Estimate – add column – Task Status (req)Proposal – add Column – Manager – people (req)
Add Content Types to Project Material LibraryChange Order and Default
Add in a few documentsCreate associated ViewsCreate Document Set – RFP’s
Add Site Columns – Office and CompanyDocument Set Settings
Add RFP docs (3)Add FilesRemove DocumentShare Office and CompanyWelcome Page – Office and Company
Add to Project Material LibraryCreate View – Set as Default – Task Status & ManagerCreate new Document SetShow Versioning
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Pages – Standards by Region
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Standards by Region
• Create a custom list – Regions• Add 4 regions – Northeast, etc.
• Create an announcement list – named Standards• In settings of Standard list – change name of Body to Standard• Add a column name Region as a lookup column to the Region list – use Title field• Add 4 items – associate 2 items to Northeast, 1 to Southeast, and 1 to Northwest
• Create a Web Part Page – Header, Left column and Body• Name as Brand Standards• Save in Site Pages
• In left column add 2 web parts • Content Editor – to store link to page• Regions list – to filter Standards list by
• In Body area add 1 web part• Standard list
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Standards by Region
• Modify web parts• Content Editor
• Type in “Clear Filters”• Select this text and select Link from the Insert tab
• Select From SharePoint• Select the Brand Standard page in Site Pages
• Edit Web Part• Appearance – Chrome Type – None
• Standards list• Edit Web Part• Toolbar type – No Toolbar• Edit the current view
• Uncheck all columns except Standard• Select the Newsletter style
• Region list• Edit Web Part
• Toolbar type – No Toolbar• Appearance – Title = Select a Region:• Appearance – Width = 200px• Miscellaneous – Uncheck Send 1st row to connected
web part
• Connect Web Parts• Edit Page• Region List
• Select Web Part Menu• Select Connections• Select Send Row of Data to• Select Standards
• Configure Connection• Provider = Title• Consumer = Region
• Finish
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Pages - Excel / Chart Web Parts
Create Excel spreadsheet – create pivot table – remember the name of PivotTableUpload to Document LibraryCreate new Web Parts Page – 1 column – Site PagesAdd Excel Web Services Web Part – attach to XLS file (copy URL), enter name of Pivot Table
Add the Chart Web Part Connect to Excel services – paste in URL to xls fileRange: Sheet4!$A$3:$B$7Verify it looks correct – NEXTAppearance – 3d – Pie - OK
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Pages - CQWP• Create Content type – OGC – New Employee – New Group – Organization
• Remove Body column• Add from existing Site Column – Roll-up Image• Create new site column – Details – Multi-line – plain text• Set Column order
• Create Custom List – New Employees• Settings – Adv – Allow Management of CT’s• Add existing CT – New Employee• Set as Default
• Modify Default View • Show Title, Details and expires
• Upload 4 images into Site Assets (OGC)• Add 3 records into the New Employee list• On Home Page
• Remove image and table, clear HTML• Add CQWP – configure – custom list, Organization , New Employee , Filter >=[Today]• Presentation – Fixed Image Size, CLEAR OUT URL PATH, replace Comments; with Details;• Appearance – change title of Web part
• Template New Employee List• Create New Team Site• Create New Employee list in new Team Site
• Add a record
• Go to OGC Home• See newly added employee
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Security
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Privileges
Add Item View Item Delete Item Edit Item Approve Item
Permissions
Full Control Contributor Read View Design
Groups
Owners Members Visitors
USERS
SharePoint Site Security
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WorkflowContract
Upload
Workflow
When finished with changesPublish Major Version
Done
Once all Tasks are completed
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Workflows• Create New Document Library
• Named Contracts – with Versioning• Library Settings –
• Versioning – Major and Minor• Require Content approval
• Add a Workflow – All• Approval – SharePoint 2010• Fill-in accordingly
• Upload a file to the library• Notice Status is Draft• Publish a Major Version• Start Workflow• Notice Status is Pending• Notice Approval Process is In Progress
• Navigate to Tasks list• Open and Approve the Task• Notice 2nd task is triggered• Open and Approve the 2nd task
• Navigate to Contracts library• Notice Status is Approved • Notice Approval Process is Approved• Click on Approval Process “Approved”
to see Workflow History
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Workflows