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Steve Johnson, Perspection, Inc.

Que Publishing, 800 East 96th Street, Indianapolis, IN 46240 USA

SharePoint® 2013onDemand

SharePoint® 2013 on Demand

Copyright © 2013 by Perspection, Inc.All rights reserved. No part of this book shall be reproduced, stored in aretrieval system, or transmitted by any means, electronic, mechanical, photo-copying, recording, or otherwise, without written permission from the publish-er. No patent liability is assumed with respect to the use of the informationcontained herein. Although every precaution has been taken in the prepara-tion of this book, the publisher and author assume no responsibility for errorsor omissions. Nor is any liability assumed for damages resulting from the useof the information contained herein.

Library of Congress Control Number: 2013949163

ISBN-13: 978-0-7897-4859-1

ISBN-10: 0-7897-4859-2

Printed and bound in the United States of AmericaFirst Printing: September 2013

16 15 14 13 4 3 2 1

Que Publishing offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales.

For information, please contact: U.S. Corporate and Government Sales

1-800-382-3419 or [email protected]

For sales outside the U.S., please contact: International Sales

1-317-428-3341 or [email protected]

TrademarksAll terms mentioned in this book that are known to be trademarks or servicemarks have been appropriately capitalized. Que cannot attest to the accuracyof this information. Use of a term in this book should not be regarded asaffecting the validity of any trademark or service mark.

Microsoft and the Microsoft Office logo are registered trademarks of MicrosoftCorporation in the United States and/or other countries.

Warning and DisclaimerEvery effort has been made to make this book as complete and as accurate aspossible, but no warranty or fitness is implied. The authors and the publishersshall have neither liability nor responsibility to any person or entity withrespect to any loss or damage arising from the information contained in thisbook.

PublisherPaul Boger

Associate PublisherGreg Wiegand

Executive EditorLoretta Yates

Managing EditorSteve Johnson

AuthorSteve Johnson

Page LayoutJames Teyler

Interior DesignersSteve JohnsonMarian Hartsough

PhotographsTracy Teyler

IndexerKristina Zeller

ProofreaderBeth Teyler

Team CoordinatorCindy Teeters

iii

Acknowledgments

a

aPerspection, Inc.SharePoint 2013 on Demand has been created by the professional trainers and writ-ers at Perspection, Inc. to the standards you’ve come to expect from Que publishing.Together, we are pleased to present this training book.

Perspection, Inc. is a software training company committed to providing informationand training to help people use software more effectively in order to communicate,make decisions, and solve problems. Perspection writes and produces softwaretraining books, and develops multimedia and web-based training. Since 1991, wehave written more than 130 computer books, with several bestsellers to our credit,and sold over 5 million books.

This book incorporates Perspection’s training expertise to ensure that you’ll receivethe maximum return on your time. You’ll focus on the tasks and skills that increaseproductivity while working at your own pace and convenience.

We invite you to visit the Perspection web site at:

www.perspection.com

AcknowledgmentsThe task of creating any book requires the talents of many hard-working peoplepulling together to meet impossible deadlines and untold stresses. We’d like tothank the outstanding team responsible for making this book possible: the writer,Steve Johnson; the production editor, James Teyler; the editor and proofreader, BethTeyler; and the indexer, Kristina Zeller.

At Que publishing, we’d like to thank Greg Wiegand and Loretta Yates for the oppor-tunity to undertake this project, Cindy Teeters for administrative support, and LoriLyons for your production expertise and support.

Perspection

http://www.perspection.com

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About the AuthorSteve Johnson has written more than 80 books on a variety of computer software,including Adobe Photoshop CC, Adobe InDesign CC, Adobe Illustrator CC, AdobeDreamweaver CS6, Adobe Edge Animate, Adobe Flash Professional CS5, MicrosoftWindows 8, Microsoft Office 2013 and 2010, Microsoft Office 2008 for the Macintosh,and Apple OS X Mountain Lion. In 1991, after working for Apple Computer andMicrosoft, Steve founded Perspection, Inc., which writes and produces softwaretraining. When he is not staying up late writing, he enjoys coaching baseball, play-ing golf, gardening, and spending time with his wife, Holly, and three children, JP,Brett, and Hannah. Steve and his family live in Northern California, but can also befound visiting family all over the western United States.

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We Want to Hear from You!As the reader of this book, you are our most important critic and commentator. Wevalue your opinion and want to know what we’re doing right, what we could do bet-ter, what areas you’d like to see us publish in, and any other words of wisdom you’re willing to pass our way.

I welcome your comments. You can email or write me directly to let me know whatyou did or didn’t like about this book—as well as what we can do to make ourbooks better.

Please note that I cannot help you with technical problems related to the topic of this book.

When you write, please be sure to include this book’s title and author as well asyour name, email address, and phone number. I will carefully review your com-ments and share them with the author and editors who worked on the book.

Email: [email protected]

Mail: Que PublishingATTN: Reader Feedback800 East 96th StreetIndianapolis, IN 46240 USA

For more information about this book or another Que title, visit our web site atwww.quepublishing.com. Type the ISBN (excluding hyphens) or the title of a book inthe Search field to find the page you’re looking for.

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vii

Contents

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cIntroduction xv

Getting Started with SharePoint 1

Introducing SharePoint 2Understanding How SharePoint Works 3 New!

Preparing to Use SharePoint 4Using SharePoint or Office 365 Sites 6 New!

Accessing SharePoint 8 New!

Viewing the SharePoint Window 10 New!

Getting Around SharePoint 12Using the SharePoint Ribbon 13Choosing SharePoint Commands 14 New!

Viewing and Editing SharePoint Settings 15View and Edit Your Profile 16 New!

Getting Help While You Work 18Exiting SharePoint 20

Touring a SharePoint Site 21

Exploring SharePoint Sites 22 New!

Opening a SharePoint Site 24Touring a Team Site 26Touring a Public Website 28Touring SkyDrive 30 New!

Touring Newsfeed 32 New!

Touring People Contacts 34Touring Calendar 36Touring Outlook Email 38Touring Admin Settings 40

Creating a SharePoint Site 43

Creating a SharePoint Site 44 New!

Viewing a Site Window 46Getting Around a Site 48

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Viewing Site Content 50Changing a Site Title and Logo 52Changing the Look of a Site 53 New!

Changing Language and Regional Settings 54Changing and Creating Navigation Links 56Using Navigation Aids 58Searching for Site Content 60 New!

Opening or Adding Site Pages 62Working with Site Pages 64Viewing a Site Hierarchy 66Managing Site Features 67Exploring Site Features 68Sharing a Site 70 New!

Saving a Site as a Template 71Deleting a SharePoint Site 72Using Site Closure and Deletion Settings 74

Working with Apps 75

Exploring SharePoint Apps 76 New!

Viewing Your Apps 78 New!

Adding Apps 80 New!

Removing Apps 82 New!

Opening Apps 84 New!

Viewing and Finding App Content 86 New!

Adding App Content 87 New!

Working with App Content 88 New!

Changing App Settings 90 New!

Changing App Advanced Settings 92 New!

Working with Lists and Libraries 95

Creating Lists and Libraries 96Creating Custom Lists 98Importing a Spreadsheet in a List 99Creating External Lists 100Deleting and Restoring Lists and Libraries 102Adding and Editing List Items 104 New!

Deleting and Restoring List Items 106Viewing and Creating Site Columns 108Creating Columns 110Editing and Deleting Columns 112Sorting and Filtering Columns 114

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Adding Validation Rules 116Setting Versioning Options 118Organizing Items with Folders 120Creating, Modifying, and Selecting Views 122Sorting and Filtering Views 124Customizing Views 126

Working with Documents 129

Creating a Document Library 130Viewing a Document Library 132Uploading Documents 134 New!

Creating New Documents 136Creating Document Sets 138Selecting Documents 140Finding Documents 141Moving Documents into Folders 142Moving Document to Other Locations 144Deleting and Restoring Documents 146Viewing or Changing Document Properties 148Checking Documents In and Out 150Publishing and Approving Documents 152Editing Documents 154Managing Document Versions 155Sharing Documents 156 New!

Downloading Documents 158

Working with SkyDrive Documents 159

Accessing SkyDrive Documents 160 New!Syncing SkyDrive Documents 162 New!Changing SkyDrive Sync Options 164 New!Sharing SkyDrive Documents 166 New!Managing SkyDrive Document Versions 167 New!Following SkyDrive Documents 168 New!

Working with Office Documents 171

Using SharePoint with Office 172 New!Connecting Office to SharePoint 174 New!Managing Connections to Office 176 New!Connecting Calendars or Email to Outlook 178Exporting List Data to Excel 180 New!

Exporting or Linking List Data to Access 182

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Connecting Tasks List Data to Project 183 New!

Saving and Opening Office Documents on SharePoint 184 New!Comparing the Office Desktop App to the Web App 186 New!Working with Office Web Apps 188 New!Saving or Printing in Office Web Apps 190 New!Co-authoring Documents with Office Web Apps 192 New!Blocking Co-authoring Documents 194 New!

Working with Media Assets 195

Creating an Asset Library 196 New!

Viewing an Asset Library 197Uploading Media Files 198 New!

Adding Keywords to Media Files 200Changing Media Properties 202 New!

Capturing a Video Thumbnail 204 New!

Previewing a Video 205 New!

Inserting Video and Audio to a Page 206 New!

Inserting Pictures to a Page 208Inserting Links to a Page 210Inserting Embed Code to a Page 212 New!

Inserting Tables to a Page 213

Working with Web and App Parts 215

Exploring Web and App Parts 216 New!

Viewing and Editing the Web Part Gallery 220Adding Web Parts to a Page 222Personalizing a Page with Web Parts 224Adding App Parts to a Page 226 New!

Connecting Web or App Parts 227 New!

Changing Web or App Part Properties 228 New!

Deleting Web or App Parts 230 New!

Minimizing Web or App Parts 231 New!

Uploading Web Parts 232Exporting Web Parts 234

Working with Projects Tasks 235

Creating a Project Site 236 New!

Creating a Tasks List 238Viewing a Tasks List 239 New!

Creating Tasks 240 New!

Adding Tasks to the Timeline 242 New!

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Viewing Tasks 244 New!

Editing Tasks 246Managing Tasks 248Creating a Calendar 250Scheduling Calendar Events 252Tracking Issues 254Creating a Contacts List 256Automating Tasks with Workflows 258Creating Workflows 259Starting Workflows 260Changing Workflow Settings 261Checking Workflow Status 262Using SharePoint Designer or Visio 264 New!

Collaborating and Sharing Information 265

Creating a Blog Site 266 New!

Using the Personal Blog Site 267Customizing a Blog Site 268Creating Blog Posts 269Managing Blog Posts 270Posting Blog Comments 271Creating a Community Site 272 New!

Adding Users to a Community Site 273Creating and Assigning Badges 274 New!

Tracking Reputation Ratings 276 New!

Creating a Discussion Board 278Creating Discussions 279Participating in Discussions 280Creating and Making Announcements 282Creating a Survey 284Taking a Survey 286

Keeping Connected 287

Opening My Personal Site 288 New!

Using My Personal Site 290Getting Social with Newsfeed 292 New!

Changing Newsfeed Settings 294 New!

Finding and Following People 296 New!

Mentioning People 298 New!

Adding and Tracking Tags 300 New!

Adding and Tracking Notes 302

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Creating and Managing Alerts 304Connecting to RSS Feeds 306Emailing Links 308Working on Mobile Devices 309

Working with Websites 311

Creating a Publishing Site 312 New!

Making a Home Page 313Opening Pages 314Working with Master Pages 315Adding Pages 316Adding Page Content 318Changing Page Properties 320Previewing and Publishing Pages 322Creating a Public Site 323Changing the Public Site Domain 324Viewing the Public Site 325Changing Public Site Design 326Changing Public Site Elements 328Editing Public Site Pages 330Publishing Public Site Pages 331Making the Public Site Online 332

Changing Security and Search Settings 333

Working with Permissions 334Viewing Site Permissions 335Adding Users to Groups 336Creating a Group 337Granting Permissions 338Stoping Permission Inheritance 340Editing Permissions 342Checking Permissions 343Removing Permissions 344Using a Search Center 346 New!

Creating a Search Center 347 New!

Searching from a Search Center 348 New!

Refining Searches 350 New!

Performing Advanced Searches 351Setting Search Preferences 352Creating Search Alerts 353Associate a Search Center to a Site 354

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Creating Access Web Apps for SharePoint 355

Creating a Web App 356 New!

Opening a Web App 358 New!

Adding Tables and Data to a Web App 360 New!

Viewing and Editing Data in a Web App 362 New!

Creating a View in a Web App 364 New!

Modifying a Web App 366 New!

Changing Properties in a Web App 368 New!

Creating Actions in a Web App 370 New!

Creating Database Objects in a Web App 372 New!

Using the Navigation Pane with Web Apps 373 New!

Launching a Web App in a Web Browser 374 New!

Packaging a Web App 376 New!

Uploading a Web App to SharePoint 377 New!

New Features 379 New!

Index 385

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xv

Introduction

Welcome to SharePoint 2013 on Demand, a visual quick reference book that shows you how to work efficiently withMicrosoft SharePoint. This book provides complete coverageof basic to advanced SharePoint skills.

How This Book WorksYou don’t have to read this book in any particular order.We’ve designed the book so that you can jump in, get theinformation you need, and jump out. However, the book doesfollow a logical progression from simple tasks to more com-plex ones. Each task is presented on no more than two facingpages, which lets you focus on a single task without havingto turn the page. To find the information that you need, justlook up the task in the table of contents or index, and turn tothe page listed. Read the task introduction, follow the step-by-step instructions in the left column along with screen illustrations in the right column, and you’re done.

What’s NewIf you’re searching for what’s new in SharePoint 2013, justlook for the icon: New!. The new icon appears in the table ofcontents and throughout this book so you can quickly andeasily identify a new or improved feature in SharePoint 2013.A complete description of each new feature appears in theNew Features guide in the back of this book.

Keyboard ShortcutsMost menu commands have a keyboard equivalent, such asCtrl+B, as a quicker alternative to using the mouse. A com-plete list of keyboard shortcuts is available on the web atwww.queondemand.com or www.perspection.com.

How You’ll Learn

How This Book Works

What’s New

Keyboard Shortcuts

Step-by-Step Instructions

Real World Examples

Workshops

Microsoft Certification

Get More on the Web

http://www.queondemand.com


xvi

Step-by-StepInstructionsThis book provides concise step-by-step instructions that show you“how” to accomplish a task. Eachset of instructions includes illus-trations that directly correspond tothe easy-to-read steps. Alsoincluded in the text are time-savers, tables, and sidebars tohelp you work more efficiently orto teach you more in-depth infor-mation. A “Did You Know?” pro-vides tips and techniques to helpyou work smarter, while a “SeeAlso” leads you to other parts ofthe book containing related infor-mation about the task.

Real World ExamplesThis book uses real world exam-ples files to give you a context inwhich to use the task. By usingthe example files, you won’t wastetime looking for or creating sam-ple files. You get a start file and aresult file, so you can compareyour work. Not every topic needsan example file, such as changingoptions, so we provide a completelist of the example files usedthrough out the book. The exam-ple files that you need for projecttasks along with a complete filelist are available on the web atwww.queondemand.com orwww.perspection.com.

Real worldexamples helpyou apply whatyou’ve learnedto other tasks.

Illustrationsmatch thenumberedsteps.

Numberedsteps guideyou througheach task.

Did You Know? alertsyou to tips, techniquesand related information.

See Also points you torelated information inthe book.

Easy-to-followintroductionsfocus on asingle concept.



The Workshopswalks youthrough in-depthprojects to helpyou put Share-Point to work.

Introduction xvii

WorkshopsThis book shows you how to puttogether the individual step-by-step tasks into in-depth projectswith the Workshops. You start eachproject with a sample file, workthrough the steps, and then com-pare your results with a projectresults file at the end. The Work-shop projects and associated filesare available on the web atwww.queondemand.com orwww.perspection.com.

Microsoft CertificationThis book includes related contentfor the Microsoft Certificationexam (70-331) for MicrosoftSharePoint 2013. Each certificationexam has a set of objectives,which are organized into broaderskill sets. To prepare for the certifi-cation exam, you should reviewand perform each task identifiedwith an objective to confirm thatyou can meet the requirements forthe exam. Information about thecertification program and objec-tives are available online fromMicrosoft at www.microsoft.com.

MicrosoftCertificationallows you tobecome anexpert onSharePoint.



http://www.microsoft.com

xviii

Get More on the WebIn addition to the information inthis book, you can also get moreinformation on the web to helpyou get up to speed faster withSharePoint 2013. Some of theinformation includes:

Transition Helpers◆ Only New Features.

Download and print the newfeature tasks as a quick andeasy guide.

More Content◆ Photographs. Download

photographs and othergraphics to use in your Officedocuments.

◆ More Content. Downloadnew content developed afterpublication.

You can access these additionalresources on the web atwww.perspection.com.

Additional content is available on theweb. You candownload keyboardshortcuts.


Creating a SharePoint Site

Introduction

The SharePoint comes with a variety of different types ofsites, such as a team, web, blog, and document center. A siteis a group of related pages and apps where users can collab-orate on projects and share information. Each site caninclude multiple subsites and pages that relate to the mainsite. A subsite can also include its own subsites and pages. Amain site and its group of subsites and pages is called a sitecollection, which create a hierarchy or levels. The main site,also known as the top-level site, requires administration per-missions in order to manage it. When you create a subsite, itinherits the permissions, navigation, and appearance of theparent site, the site from which you created it.

You can create a site by using a SharePoint site template.The template provides the base functionality for the site,which you can add or remove features to customize it. Sitesin SharePoint are organized on the Sites pages, where youcan access them using links, including ones you’re following.You can access a SharePoint site by navigating to the Sitespage and using a site link or entering the complete addressto the direct site. When you work with and maintain a site,there are two main areas you need to know about. One isSite Contents and the other is Site Settings. Site contentsallows you to view and manage all of the libraries, lists,applications, and subsites on the site, while Site Settingsallows you to access the administrative options you need tomanage and customize the site, such as changing the sitetitle, logo, and look. Each site comes with one or more pages,such as the Home page, which you can view or add new onesto customize the site. 3

3What You’ll Do

Create a SharePoint Site

View a Site Window

Get Around the Site

View Site Content

Change a Site Title and Logo

Change the Look of a Site

Change Language and Regional Settings

Change and Create Navigation Links

Use Navigation Aids

Search for Site Content

Open or Add a Site Page

Work with Site Pages

View a Site Hierarchy

Manage Site Features

Explore Site Features

Share a Site

Save a Site Template

Delete a Site

Use Site Closure and Deletion Settings

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During the SharePoint installation, some initial sites get set up.However, once everything is set up and you have the right permissions,you can create a site in SharePoint. Each site can also include multiplesubsites and pages that relate to the main site. You can create a sub-site by using a SharePoint site template (New!). A SharePoint templateprovides the base functionality for the site, which you can add orremove features to customize it. SharePoint organizes templates intocategories: Collaboration, Enterprise, Publishing, and Duet Enterprise.However, category and template availability vary based on yourSharePoint edition.

44 Chapter 3

Creating a SharePointSite

Create a New SharePoint Site

In your web browser, open yourSharePoint site.

Click Sites on the Navigation bar.

Click new site.

Enter a site name.

The direct URL for the site appearsunder the Name box.

Click Create.5

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See AlsoSee “Deleting a SharePoint Site” onpage 72 for information on removing aSharePoint site.

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Chapter 3 Creating a SharePoint Site 45

Create a Subsite Under a Site


Click Sites on the Navigation bar,and then navigate to the Homepage where you want to create asubsite.

Click the Settings button (Gearicon), and then click Site contents.

The Site Contents page appears.

Scroll to the bottom of the page,and then click new subsite.

Enter a title and description for thesite.

Enter a URL name for the site,which is added to the root site.

Click the Language list arrow, andthen select a language.

Click a template tab, and thenselect the site template you want.

Click the Use same permissions asparent site or Use uniquepermissions option to select userpermissions for the site.

Click Yes or No to selectnavigation options for the site.

Click Create.11

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Did You Know?You can create a subsite in SiteSettings. Click the Settings button(Gear icon), click Site settings, clickthe Sites and workspaces link underSite Administration, click Create, spec-ify site information, and then clickCreate.

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When you open a site, the site windowappears with navigation and commands youcan use to work with it. Each site containscontent and commands based on the tem-plate used to create it. So, not everyone isgoing to look the same. Here is a look at thesite window Home page for a Team site.

Here are the common site elements thatappear on a site:

◆ Site logo. Displays a logo representingthe site. Clicking the logo takes you to theHome page.

◆ Quick Launch bar. Allows you to quicklynavigate to different areas of the site,including Home and Site Contents.

◆ Ribbon. Provides tabs that expand todisplay commands to work with sitepages and libraries.

◆ Share button. Allows you to send anemail to others with specifiedpermissions to share the site.

◆ Follow button. Allows you to add the siteto the Sites page where you can easilyaccess it in the future.

Viewing a Site Window

Follow button

Site logo

Share buttonTabs on the Ribbon

QuickLaunch bar


◆ Sync button. Allows you to synchronizethe site contents locally on yourcomputer for offline access.

◆ Edit button. Allows you to make changesto the site page.

◆ Focus button. Expands or collapses theleft pane with the site logo and QuickLaunch bar.

◆ Top Link bar. Allows you to navigate thesite with links inherited from the parent.

◆ Search box. Allows you to search thecontents of the site.

◆ Site title. Displays the title of the site.

Here are the site specific elements thatappear on the Home page for a Team site:

◆ Getting Started Web Part. Provides a tiledmenu for easy access to site options.

◆ Document App Part. Allows you to viewand work with documents in Documentlibraries on the Home page.

◆ Newsfeed Web Part. Allows you to viewrecent postings by others and make aposting on the Home page.

Edit buttonTop Link barSite title

Searchbox

NewsfeedWeb Part

GettingStartedWeb Part

DocumentApp Part

Focusbutton

Sync button

48 Chapter 3

Sites in SharePoint are organized on the Sites pages, where you canaccess them using links, including ones you’re following. You canaccess a SharePoint site by navigating to the Sites page and using asite link or entering the complete address to the direct site. When youaccess a site, the Home page for the site appears, which works similarto a Home page for a web site. The Home page appears with contentyou can customize. On the Home page, you can get around the site byusing links on the Top Links or Quick Launch bar (in the left column) oron the page. If a site has a subsite, you can access it using links on theTop Links bar and from the Site Contents page. You can follow a site orsubsite on the Sites page for easy access.

Getting Around a Site

Get to the Top-Level Sites


Click Sites on the Navigation bar.

The top-level sites appear on theSites page.

To open a site, click a site link.

◆ Promoted Sites. Click the sitetile to open it.

◆ Sites I’m following. Click thesite name link to open it.

The Home page for the siteappears in your web browser.

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Did You Know?You can follow a site. Go to the Homepage for the site, and then click theFollow button below the Navigationbar. The site appears on the Sites pagefor easy access. You can also access afollowed site from the Newsfeed pane.

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Get Around Within a Site

Open your web browser.

In the Address bar, enter the mainor direct site address.

◆ Main Address. Go to yourSharePoint server address,click Sites on the Navigationbar, and then click the sitename.

◆ Direct Address. Go to the directSharePoint site address. Forexample, https://sharepointaddress/site name.

The Home page for the siteappears in your web browser.

To navigate the site, click a link onthe Top Links or Quick Launch baror on the page.

◆ You can click Home on theQuick Launch bar to return tothe site Home page.

TIMESAVER Click theSharePoint logo to return to theHome page.

◆ You can click the Back button inyour web browser to go back tothe previous page.

To navigate to a subsite, click SiteContents on the Quick Launch bar,scroll to the bottom, and then clicka link to a subsite.

◆ You can also click a subsite linkon the Top Links or QuickLaunch bar, if available.

When you access a subsite, theHome page for the site opens,leaving the parent site.

To return to the main site, click thesite link on the Top Links bar.

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Subsite

Settings button

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When you work with and maintain a site, there are two main areas youneed to know about. One is Site Contents and the other is Site Settings.Site contents allows you to view and manage all of the libraries, lists,applications, and subsites on the site, while Site Settings allows you toaccess the administrative options you need to manage and customizethe site. You can access Site Contents and sites setting on the Settingsmenu or Quick Launch bar.

Viewing Site Content

View Site Contents


Navigate to the site you want toview.

To open the Site contents page,use any of the following:

◆ Quick Launch. Click SiteContents on the Quick Launchbar.

◆ Settings Menu. Click theSetting button (Gear icon), andthen click Site contents.

On the Site Contents page, youcan do any of the following:

◆ Add an app. Click Add an app,and then select the app youwant.

◆ Change app settings. Point toan app, click the More Optionsbutton (. . .), and then clickSettings.

◆ Remove an app. Point to anapp, click the More Optionsbutton (. . .), and then clickRemove.

◆ Create a subsite. Click the newsubsite button, specify siteinformation, and then clickCreate.

◆ Open a subsite. Click thesubsite name.

To return to the Home page, clickHome on the Quick Launch bar.

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Settings button5


View Site Settings


Navigate to the site you want toview.

Click the Settings button (Gearicon) on the Navigation bar, andthen click Site settings.

Click a link for the settings youwant to view and edit.

◆ Setting ToolTip. Point to a linkto display a tooltip with a shortdescription of the option.

View the settings, and then makeany changes as desired. Click anyadditional links as needed.

Return to the Site Settings pageusing one of the following:

◆ Button. Click OK to accept thechanges or click Cancel torevert back.

◆ Site Settings Link. Click theSite Settings link.

◆ Back Button. Click the Backbutton in your web browser.

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Site Settings linkBack button

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52 Chapter 3

A site’s title, description, and logo appear throughout the site. For exam-ple, when you open the Home page for a site, the logo and title appearat the top of the page. They also appear within search results too. Youcan change your site’s title, description, and logo by using Site Settings.When you want to change a site logo, you can select a file from yourlocal computer or a location on your SharePoint site.

Changing a Site Titleand Logo

Change a Site Tile, Description,or Logo


Navigate to the site you want tochange.


Under Site Administration, clickthe Title, description, and logolink.

Enter a title and description for thesite.

Use any of the following to insert alogo:

◆ Computer. Click From Computer,click Browse, select a file, clickOpen, and then click OK.

◆ SharePoint. Click FromSharePoint, select the sitefolder with the file, click thefile, and then click Insert.

Enter a description for the logopicture, which is used asalternative text for readers.

Click OK.8

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One of the most common changes users make to a site is to change thelook and feel (New!) to customize it. SharePoint comes with a collec-tion of templates, which includes a color scheme, layout, and fonts.After you select a template, you can use the defaults settings or modifythe color scheme, layout, and fonts to suit your needs. A preview ofyour results appears in the window, so you can experiment to createthe look you want. If you don’t like the results, you can start over again.

Changing the Look of a Site

Change the Look of a Site




Under Site Administration, clickthe Change the look link.

TIMESAVER Click the Settingsbutton (Gear icon) on theNavigation bar, and then clickChange the look or DesignManager.

Click the display template youwant to use.

Use any of the following to formatthe template:

◆ Click the Color list arrow, andthen select a color scheme.

◆ Click the Site layout list arrow,and then select a non-defaultsite layout from the template.

◆ Click the Fonts list arrow, andthen select a non-default fontfor the template.

Click Try It Out.

◆ If you don’t like the results, youcan click Start over to beginthe process again.

Click Yes, Keep it to save yourchanges or click No, not quitethere to cancel changes.

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When you create a site, you also specify a default language for the site.However, you can also specify alternate languages for the site. usersnavigating the site will be able to change the display language to anylanguage specified in the Alternate languages list. In addition to alter-nate language options, you can also set regional options, such as timezone, locale display for numbers, dates, and time, sort order, calendartype, work week, and time format (12 or 24 hour).

Changing Languageand Regional Settings

Specify Alternate Languages for a Site




Under Site Administration, clickthe Language settings link.

The default language is specifiedat the top of the page.

Select the check box next to thealternate languages you want toenable.

Click the Yes or No option toenable the changes made to user-specified text in the defaultlanguage to automaticallyoverwrite the existing translationsmake in all alternate languages.

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Change Site Regional Settings




Under Site Administration, clickthe Regional settings link.

Click the Time zone list arrow, andthen select the time zone in yourarea.

Specify the following Regionoptions:

◆ Locale. Select a languagelocale to display numbers,dates, and time.

◆ Sort Order. Select a languagefor sort order.

◆ Set Your Calendar. Select acalendar type, such asGregorian, Japanese EmperorEra, Buddhist, or Hebrew Lunar.

◆ Enable An Alternate Calendar.Select a calendar type for asecondary calendar.

◆ Define Your Work Week. Selectoptions to define your workweek.

◆ Time Format. Select a timeformat as 12 or 24 hour.

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Each site in SharePoint provides navigation links on the Top Links barand Quick Launch bar. The links on the Top Links bar includes Home,page links, and any other subsite names. The Top Links bar inherits nav-igation from the parent site, if available. The links on the Quick Launchbar includes Home and Site Contents and any site specific ones basedon the template, such as Documents. In addition to the navigation links,the Top Links bar and Quick Launch bar also includes an Edit Links but-ton, where you can change, remove, and add links. You can add a linkby dragging and dropping an item or using the Add a link button. Whenyou use the Add a link button, you’ll need to know the URL address tothe link.

Changing and CreatingNavigation Links

Add a Site Navigation LinkIn your web browser, open yourSharePoint site.


Click the Edit Links button on theQuick Launch bar or Top Links bar.

To add a link, use any of thefollowing:

◆ Drag and Drop. Drag a headerto “Drag and drop link here.”

◆ Add a Link. Click the Add a linkbutton, specify a link name andan address to the link, and thenclick OK.

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Add a link dialog box


Change or Remove a SiteNavigation Link



Click Edit Links on the QuickLaunch bar or Top Links bar.

To remove a link, click the Removethis link button.

To change a link, click the linkname to display an edit box, andthen do any of the following:

◆ Change Name. With the nameselected, type another name.

◆ Change Link. Click the Edit alink button, specify a link name(as desired) and an address tothe link, and then click OK.

To move a link or heading, drag itto another location on the bar.

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Did You Know?You can customize navigation links inSite Settings. Navigate to the site youwant to change, click the Settings but-ton (Gear icon), click Site settings, andthen click the Top link bar or Quicklaunch link. For the Top Link bar, youcan click a link to change or remove itor click New Navigation Link to createone. For the Quick Launch bar, you canclick a link to change or remove it orclick the links to create a new or head-ing or change the order.

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When you create a site, the Top Links bar and Quick Launch bar appearby default. The Top Link bar inherits links from the parent site, if avail-able, so it’s required. The Quick Launch bar is not, so you have theoption to show or hide it. In addition to the standard navigation aids,you also have the option to use Tree view, which provides a hierarchi-cal content-based view of your site. Tree view works like the Folderslist in File Explorer (Windows) or Finder (Mac). Tree view appearsunder the Quick Launch bar on the left side of the site. You can show orhide the Quick Launch bar and Tree view in Site Settings.

Using Navigation Aids

Show or Hide Quick Launch orTree View




Under Site Administration, clickthe Tree view link.

To show or hide the Quick Launchbar, select or clear the Enable TreeView check box.

To show or hide Tree view, selector clear the Enable Tree Viewcheck box.

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Use Tree View to Access SiteContent


Navigate to the site with the Treeview you want to view.

In Tree view (under the QuickLaunch bar), click the Expand icon(White arrow) or Collapse icon(Black arrow) to show or hide anelement or folder.

TROUBLE? If Tree view is notavailable, you need to enable it forthe site. See the previous page.

Click a link to open the element.4

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If you have a hard time finding things in a site, you can use the Searchbox to help you locate it. Simply, go to the site, enter the information youwant to find in the Search box, and then press Enter, or click the Searchbutton (Magnifying Glass icon). If you want to perform a more focusedsearch, you can select a search option. In the Search box, click theNavigation list arrow, and then select an option: Everything, People,Conversations, or This Site. In the results page (New!), a brief portion ofthe search results content appears in a list. You can redefine the search,click a link to open the item, or point to an item to display a callout win-dow with a preview (New!), information, and options.

Searching for SiteContent

Search for Site Content from theHome Page


Navigate to the site you want tosearch.

On the Home page, click in theSearch box.

To refine the search, click theNavigation list arrow, and thenselect an option: Everything,People, Conversations, or ThisSite.

Enter the search keywords youwant to find.

◆ Search Suggestion. As youtype, suggestions appear basedon your history.

Click the Search button(Magnifying Glass icon) or pressEnter.

A results page appears with a listof content that matches thesearch.

If you want to refine the search,you can use the Search box orfilter links.

Point to a link to preview thecontent, or click a link to open it.

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Refine and Preview the SearchResults


Navigate to the site you want tosearch.

Click in the Search box, entersearch keywords, and then clickthe Search button (MagnifyingGlass icon) or press Enter.

The search results appear.

Use any of the following refiners inthe left side of the site:

◆ Results type. Click to displayresults by type.

◆ Author. Click to display resultsby author. Click Show More toadd an author.

◆ Modified date. Drag a slider tomodify date range.

To preview a search item on acallout window, point to it, and usethe available navigation orcontrols to view a document orplay a video.

To perform other actions, use anyof the following options on thecallout window:

◆ Edit. Click to edit the item. ForOffice documents, an OfficeWeb App opens, where youcan edit the document.

◆ Follow. Click to follow the itemin Newsfeed.

◆ Send. Click to create an emailmessage in your default emailprogram with a link to the item.

◆ View Library. Click to view thelibrary where the item is stored.

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Each site comes with one or more pages, such as the Home page. Youcan view existing site pages or add new ones. You can view and opensite pages from the Site Pages page, which you can access from thePage tab or Site Contents. If you need a custom page, you can createyour own. When you create a site page, a new blank page appears witha frame to add content. In the frame, you can create a text layout andthen add and format text and insert elements, such as a table, picture,video and audio, links, App or Web parts, and embed code.

Opening or Adding Site Pages

View and Open a Site Page


Navigate to the site you want toopen a page.

Click the Page tab.

Click the View All Pages button.

◆ You can also click Site Contentson the Quick Launch bar, andthen click the Site Pages tile.

The Site Pages page opens,displaying all the site pages.

Click the page link to open it.

◆ You can also click the MoreOptions button (. . .) next to thepage to display additionaloptions.

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Did You Know?You can add a site page to the TopLink or Quick Launch bar for easyaccess. Navigate to the site page, clickthe Edit Link button, drag the page itemor header to the Top Link or QuickLaunch bar, and then click Save.

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Add a Site Page


Navigate to the site where youwant to add a page.

Click the Settings button (Gearicon) on the Navigation bar, andthen click Add a page.

◆ You can also click Site Contentson the Quick Launch bar, clickthe Site Pages tile, and thenclick new Wiki page.

Enter a page name.

The direct address to the pageappears below the name box.

Click Create.

A new page appears with a blankarea to create a layout and addcontent.

Click the Format Text tab.

Click the Text Layout button, andthen click a layout option.

Add text to the layout, and then useoptions (Font, Paragraph, andStyles) on the Format Text tab toformat the text.

Click the Insert tab, and then usebuttons to insert a table, picture,video and audio, links, app or webparts, or embed code.

◆ If a tab appears, you can use itto modify the inserted element.

When you’re done, click the Savebutton on the Navigation bar orFormat Text tab.

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After you open an existing page or create a new one, you can cus-tomize it the way you want. You can add and format content and workwith pages using tabs on the Ribbon. With the Page tab, you can edit,manage, and share & track pages as well as create tags and notes youcan follow. When you edit a page, you can use the Format Text tab toformat text just like you would in Microsoft Word, and the Insert tab toadd elements, such as a table, picture, video and audio, links, App orWeb part, and embed code. When you add an element, additional tabsmay appear to customize it.

Working with SitePages

Delete a Site Page


Navigate to the site you want toopen a page.

Click the Page tab.



TIMESAVER Select the pagefile, click the Files tab, and thenclick the Delete Document button.


Click the Page tab.

Click the Delete Page button.

Click OK to confirm the deletion.8

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Did You Know?You can rename a site page. Navigateto the site page, click the Page tab,click the Rename Page button, enter anew page name, and then Save now.

Resetting a Page to the Site Definition VersionIf you want to remove all customizations from a page, such aschanges to Web Part zones or text added to the page, you can usethe Reset to site definition link in Site Settings, which you canaccess from the Settings button (Gear icon) on the Navigation bar.You can select an option to reset a specific page or all the pages inthe site.

For Your Information

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Page to be deleted


Edit an Existing Site Page


Navigate to the site where youwant to add a page.

Click the Page tab.



TIMESAVER Select the pagefile, click the Files tab, and thenclick the Edit button.


Click the Edit button on theNavigation bar or Page tab.

◆ You can also click Settingsbutton (Gear icon), and thenclick Edit page.

Click the Format Text tab.

Select the element you want tomodify.

◆ You can use the Select buttonon the Format Text tab to selectelements.

Use formatting options (Font,Paragraph, and Styles) on theFormat Text tab to format the text.

Use buttons on the Insert tab toinsert a table, picture, video andaudio, links, app or web parts, orembed code.

◆ If a tab appears, you can use itto modify the inserted element.

When you’re done, click the Savebutton on the Navigation bar orFormat Text tab.

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As you work with a site collection (top level) that contains other sites, itcan sometime be hard to keep the hierarchy of all the subsites straightin your mind. You can use the Site hierarchy link in Site Settings to geta complete list of all the sites in a site collection. From the completesite list, you can view and access a URL to the site and manage sitesettings for a specific site.

Viewing a SiteHierarchy

View a Site Collection Hierarchy


Navigate to the top level site youwant to view in a hierarchy form.

Click the Settings button (Gearicon), and then click Site settings.

Under Site Collection Admin-istration, click the Site hierarchylink.

To access the site, click the siteURL link.

To change site specific settings,click the Manage link for the site.

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Each site comes with a set of features that you can enable (activate) ordisable (deactivate) based on your needs. Some features come acti-vated when you create a site while other features are deactivated. Forexample, features—such as Getting Started, Following Content, andMobile Browser View—come activate, while other features—such asAnnouncement Tiles, Community Site Features, or SharePoint ServerPublishing to create web sites. Some site features need to be activatedat the top-site collection level or require other features to be activatedusing the Site collection features link (under Site CollectionAdministration in Site Settings) before you can complete the process.An alert message appears to let you know.

Managing SiteFeatures

Activate or Deactivate SiteFeatures


Navigate to the site you want toactivate or deactivate a sitefeature.


Under Site Actions, click theManage site features link.

◆ For top site level. Under SiteCollection Administration, clickSite collection features link.

View and scroll the list of availablefeatures for the site and its status.

Click Activate or Deactivate toenable or disable a site feature.

IMPORTANT If an alertmessage appears, you might nothave permission or need toactivate another feature.

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See AlsoSee “Exploring Site Features” on page68 for a list and description of the sitefeatures.

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Each site comes with a set of features thatyou can enable (activate) or disable (deacti-vate) based on your needs. Some featurescome activated when you create a site whileother features are deactivated. You can acti-vate or deactivate site features for a site by

using the Manage site features link in SiteSettings. However, some features requireother ones to be activated using the Site col-lection features link. Here is a list of site fea-tures available in SharePoint. Site featuresvary depending on your SharePoint edition.

Exploring Site Features

Site features Description

Access App Adds the Access web application

Announcement Tiles Enables the use of tiles for announcements and adds the web part to the site

BICenter Data Connections Features Adds connections to BICenter data

Class My Site Host Content Adds class and group content to SharePoint My Site Host site collection

Class Web Types Adds required content types to the SharePoint class web

Community Site Features Adds community functionality such as discussion categories, contentand people reputation, and the members list. It also provisions community site pages which contain these lists and features.

Content Management Interoperability Makes the data stored in this SharePoint collection available to Services (CMIS) Producer application via the Content Management Interoperability Services

(CMIS) interfaces using SOAP and AtomPub.

Content Organizer Creates metadata based rules that move content submitted to thissite to the correct library or folder

Duet Enterprise - SAP Workflow Enables the site to host SAP workflow task types

Duet Enterprise Reporting Retrieves data from the SAP System and generates reports

Duet Enterprise Site Branding Enables the Duet Enterprise logo to appear as the site logo

External System Events Enables Alerts and Event Receivers on the External List and ExternalContent Types

Following Content Enables users to follow documents or sites

Getting Started Creates an instance of the Promoted Links list with item about how toget started with your SharePoint site

Getting Started with Project Web App Creates an instance of the Promoted Links list with item about how toget started with your Project Web App site

Group Work List Provides Calendars with functionality for team and resource scheduling

Hold Used to track external actions like litigations, investigations, or auditsthat require you to suspend the disposition of documents

Site Features


Site features Description

Metadata Navigation and Filtering Provides each list in the site with a settings page for configuring thatlist to use metadata tree view hierarchies and filter controls

Minimal Download Strategy Enables a faster and more fluid web navigation for pages and sites

Mobile Browser View Enables a mobile view for document libraries and other lists in a Teamsite for smartphone browsers

Offline Synchronization for External Lists Enables offline synchronization for external lists with Outlook and SharePoint Workspace

PerformancePoint Services Site Features Enables PerformancePoint Services list and document library templates

Project Functionality Adds project management functionality to a site, which includes tasks,a calendar, and web parts on the home page of the site

Project Proposal Workflow Provides a review workflow for managing project proposals

Project Web App Connectivity Provides the lists required within a Project Site for integration with Project Web App including issues, risks, and deliverables

Project Sites Collaboration Lists Provides the list for integration with Microsoft Project Server

Push Notifications Enables functionality for mobile devices to get event notifications

SAP Workflow Web Parts Enables the usage of SAP Workflow Web Parts

Search Config Data Content Types Installs content types designed to manage search configuration

Search Config Data Site Columns Installs columns designed to manage information about searchconfigurations

Search Config List Instance Feature Provides a list to enable the import and export of search configurations

Search Config Template Feature Provides a template for the Search Config List to enable the importand export of search configurations

SharePoint Server Enterprise Site features Enables features such as Visio Services, Access Services, Excel Services Application

SharePoint Server Publishing Provides a Web page library to create and publish Web pages

SharePoint Server Standard Site features Enables features such as user profiles and search

Site Feed Enables the use of site feeds

Site Mailbox Enables the Site Mailbox app to connect your site to an Exchange mailbox.

Site Notebook Creates a Microsoft OneNote notebook in the Shared Documentslibrary and places a link to it on the Quick Launch bar

Team Collaboration Lists Provides team collaboration with lists, document libraries, and issues

Wiki Page Home Page Creates a wiki page and sets it as your site home page

Workflow Task Content Type Adds the SharePoint 2013 Task content type to the site

Workflows can use app permissions Enables workflow to read from and to write to all items from the site

Site Features (continued)

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With SharePoint, you can send an invitation to share a site (New!)with others who do or don’t already have access to it. You can specifya name from your members or enter any email address, and include apersonal message with your invitation. That’s all you need to do, unlessyou want to specify other options to send an email invitation or set agroup or permission level (New!) including Members [Edit], Owners[Full Control], or Visitor [Read]. Whenever a site document getsupdated, you can receive alerts in your Newsfeed. You can also useyour mobile device to share a site document or folder in a library.

Sharing a Site

Share a Site


Navigate to the site you want toshare.

Click the Share button on theNavigation bar.

Enter names, email addresses, or‘Everyone’, and then select themfrom the list, as available.

Enter an optional message toinclude with the email invitation.

To set other options, click theShow Options link, and thenspecify any of the following:

◆ Send an email invitation. Selector clear the check box toinclude or not the personalmessage with the invitation.

◆ Select a group or permissionlevel. Select a group orpermission level, includingMembers [Edit], Owners [FullControl], or Visitor [Read].

Click Share to send the invitation.

In the recipients email program, amessage appears with a link to goto the site.

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After you create and customize a site the way you want it, you cansave it as a template, so you can use it as the basis for a site in thefuture. When you save a site as a template, you any libraries, lists, orother parts you have included in the site are also saved in the template.If you want to include the content stored in the site within the template,you have the option to do so.

Saving a Site as aTemplate

Save a Site as a Template


Navigate to the site you want tosave as a template.


Under Site Actions, click the Savesite as template link.

Enter a file name for the template.

Enter a template name anddescription.

To include current site content inthe template, select the IncludeContent check box.

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If you no longer need a site and have the right permissions, you candelete it. If an option is not available, you don’t have permission to per-form the operation. When you delete a site, you also delete any sub-sites, content, and information associated with the site, including SiteSettings, documents, libraries, and lists. If you only want to delete a sub-site, you can remove it too. If you accidentally delete a site, the site col-lection administrator can restore it from the site collection recycle bin.

Deleting a SharePointSite

Delete a SharePoint Site


Navigate to the site you want todelete.


Under Site Administration, click theSites and workspaces link.

Click the Delete button.

IMPORTANT If you don’t havepermission to delete the site, analert message appears to send arequest.

Click Delete to confirm thedeletion.

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Navigate to the subsite you want todelete.


Under Site Actions, click theDelete this site link.

IMPORTANT If the Delete thissite option doesn’t appear, youdon’t have permission to delete the site.

Click Delete to confirm thedeletion.

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In Site Settings, you can close the use of the site, delete it all together,or select site policies specified by the site administrator. When youclose a site, links to access other site services, such as Outlook,Outlook Web App (OWA), and Project Server, are removed. When youdelete a site, you also delete any subsites, content, and informationassociated with the site, including Site Settings, documents, libraries,and lists. If you accidentally delete a site, the site collection administra-tor can restore it from the site collection recycle bin. If an option is notavailable, you don’t have permission to perform the operation.

Using Site Closure andDeletion Settings

Use Site Closure and DeletionSettings


Navigate to the site you want todelete.


Under Site Administration, click theSite Closure and Deletion link.

Use any of the following:

◆ Site Closure. Click the Closethis site now button to closethe site.

◆ Site Deletion. Select the optionyou want for the site.

◆ Site Policy. Select the policyyou want for the site. Thepolicies are configured by thesite administrator.

IMPORTANT If an option is not available, you don’t havepermission to perform theoperation.

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Index

AAbout Me, 16-17, 175

page on My Site, 288-289profile, tags, 300

About Us page, 28, 311, 323, 325Access

adding or modifying data to tables, 361and SharePoint libraries, 188app, 68create custom web app with, 75create web app & add tables, 362create web apps with, 355database, 360export list data to, 171-172, 182link list data to, 171-172open & save web apps, 358open a web app from, 374options, 89uploading to SharePoint, 377web app templates, 356

accessinga SharePoint site, 24documents, 129files

from Favorites list, 162when offline, 173

Office 365, 9SharePoint, 8

calendars within Outlook, 178site content with Tree view, 59SkyDrive Pro

and SharePoint from desktop, 161in a web browser, 160

synced SharePoint folders, 165Visio from SharePoint Designer, 264

account, getting, 8achievements for participation on a site, 276

Action Bar buttons, 374-375Action Bar in Access, 362Actions button, 368

add a macro using, 366-368assign macro to, 370creating in web app, 371

Actionscontrol property, 369create in a web app, 370table property, 367-368

activate site features, 67workflows, 258

activities in Newsfeed, 32, 292, 294-295, 300in profile, 16list on My Site, 287

addalert, 304app content, 87app on SharePoint, 80app parts to a page, 226apps, 27, 50, 76, 80-81, 96, 238, 254, 256column from site columns, 111content

to a page, 318to an app, 87

domain name to public site, 324favorite, 303item to a list, 104keyword & metadata to media file, 200link, 56-57, 328list & library apps, 27, 216list items, 104new page content, 321, 330note on Note Board, 302notes to favorites, 303page, 63, 316

386

content, 321with options, 317

place, 185for easy access, 358

property, 351public site page, 325questions in a survey, 285site navigation link, 57site page, 63tag to a post, 300tags, 301task to the timeline, 242user to a group, 336users to a community site, 273validation rule to a column, 116view, 364web part, 222-223, 319workflow, 259, 261

Add a Domain link, 324Add a Link button, 56-57, 328Add a Workflow button, 259Add An App button, 254, 256Add button, creating columns quickly, 110Add Custom Action button, 367, 371Add Existing Fields button, 366Add New View button, 364Add Property button, 351Add to Timeline button, 242Additional Column Settings dialog box, 111Admin services, 6Admin settings, 7-11

touring, 40viewing, 41

administrative options, accessing, 50administrator

of a site, 274security tasks, 333set for site collection, 341

advancedoptions for apps, 80posting tools, 269search page, 346searches, performing, 351settings, change app, 92settings, set customized location in, 144

Alert Mebutton, 305

link, 353alerts, 287

create & manage, 304-305message to delete subsite, 73

All Documents link, 141All Keywords search, 349All Tasks view of tasks list, 239allow RSS feeds, 307Allowed Content Type, 138Alternate languages list, 54Android devices, 171, 173, 188

sharing documents, 156announcements, 76

app, 80, 265, 282-283making, 282-283template, 96Tiles, 68

answers to problems, 18Any of the Keywords search, 349App Catalog, 76, 80App details link, 80App Part button, 226app part, 215

add to a page, 318-319change properties, 228connect to web parts, 227deleting, 230exploring, 216insert on a page, 226, 330minimizing or restoring, 231properties, working with, 229

app, 3, 217adding, 10, 27, 50blogging, 267content

adding, 87using tabs on Ribbon to edit, 84viewing & finding, 86working with, 88

defined, 76deleting permanently, 82desktop, 7downloading, 40extension package file, 377finding with search box, 81, 86from SharePoint Store, 330getting web address for, 85

Index 387

grant permission to, 339lists & libraries, 95name, change, 91opening in Site Contents, 84options, accessing, 89removing, 50

from Site Contents, 82restore from Recycle Bin, 102settings, changing, 50, 90site page, add web part to, 224upload Access, 377view information about, 79viewing, 77

in Site Contents, 78working with, 75

appearance of web or app part, 228Apple iOS device, 171, 173, 188, 287, 292,

309using Newsfeed, 32

Apple Safari, 1, 7applications, managing, 50applying filter criteria, 124approval

pending, 153workflow, 258

approveApprove/Reject button, 269Approve/Reject Items view, 153document for publishing, 153items, 153permission, 334

appsAccess, 68Announcements, 80, 265Asset Library, 97, 197Blogging, 267, 290Calendar, 80, 250-251Contacts, 80, 256Custom List, 96Data Connection Library, 97Discussion Board, 80, 278Document Library, 97, 129, 133Excel, 190External List, 100Facebook Integration, 76, 80Form Library, 97Import Spreadsheet, 76, 80, 99Issue Tracking, 76, 80, 254, 256

Library, 87, 259Links, 80List, 87, 259Newsfeed, 32, 292Office Desktop, 186Office Web, 6, 87, 154, 184, 186-190, 192-

193Outlook Web, 34, 38, 74People, 4, 8, 34Picture Library, 97PowerPoint Web, 190Project Web, 19, 68-69Report Library, 97Survey, 80, 284Sync Client, 161-162Tasks List, 239Tasks, 80, 87, 235Tip of the Day, 76, 80Wiki page, 87Word Web, 190

archive Outlook emails in SharePoint, 178-179

arrow in green box, 150article date, 321Article Page, 311, 316-317articles, help, 18Ask Me About updates in Newsfeed, 295asset libraries, 195-197

app, 97, 197creating, 196template, 96upload media file to, 198upload multiple files to, 199viewing, 197

Assign badges to members link, 275assign document IDs, 149assigning tasks, 240

to team members, 235, 238associate a Search Center to a site, 354asterisk (*) by field name, 104Attach file button, 105attachments (list), 92audio

add to a page, 318-319conferencing, 7insert from SharePoint, 207insert on a page, 205-206, 330or picture properties, changing, 203

388

audio (continued)properties, 202

Authorbutton, 193permissions, 376search, 350-351

AutoComplete, 362, 374AutoExec Macro, 372automating tasks with workflows, 235, 258availability of site online, 332

BBack button in web browser, 12backup of web app, creating, 376badges

achievement, 265, 272assigning to members, 275creating & assigning, 274

Base columns, 108Basic Information link, 16, 289Basic Search Center, 23, 333, 346-347BCS (Business Connectivity Services), 100best reply, marking, 280-281BICenter Data Connections Features, 68Bing maps, 311

inserting, 329-330birthdays, tagging in Newsfeed, 294-295BlackBerry, 171, 173, 188blank

Access app, create from scratch, 377Home page, 311, 313list, create, 98table, adding, 360view for tables, 364view, 372

block a workflow, 261Block Authors button, 194blocked areas, releasing, 194blocking co-authoring of Office documents,

194blog, 1, 28, 217

category, create or edit, 268comments, posting, 271on My Site, 287-288page, 311, 323, 325posts

creating, 269

manage on My Site, 290managing, 270share in Newsfeed, 295

site, 265-266, 290template, 23tools, 268app, 267

launching, 290blue asterisk (*) by field name, 104branching logic in surveys, 285browse & create a content type, 101Browse tab, 13browser, 7, 20built-in workflows templates, 258business data, 217Business Intelligence Center, 23byline, 318, 321

CCalendar, 4, 6-7, 11, 76

app, 80, 250-251change & navigate views, 251columns, 108connect SharePoint, 171-172connect to Outlook, 178create & use multiple, 251create an event in, 37creating, 250events, 96, 252-253maintaining multiple, 178on the Quick Launch bar, 237organize, 27tab, 250touring, 36type, 54view of tasks list, 239view of tasks, 235viewing tasks in, 244

Calendars Overlay button, 251callout window, 14

options, 77-78cancel a search, 34caption, specify for images, 321capture video thumbnail, 204Catalog-Item Reuse, 311, 316-317categories

change placeholder, 255-256

Index 389

in a blog site, 268managing, 267to organize discussions, 280

cells, 213edit data directly in, 363

Central Administration, help, 19centralized web services, 1change

app advanced settings, 92app settings, 50, 90audio properties, 203calendar views, 251document properties, 148email address, 40link info (SharePoint & Office), 176link, 56-57look of a site, 53master page settings, 315name of link, 56Newsfeed settings, 294-295page properties, 320photo, 17, 175picture properties, 203public site

design, 326header & footer elements, 329title & logo, 327

reputation settings, 276sharing permissions, 166site regional settings, 55site title, description or logo, 52SkyDrive Pro

for SharePoint, 162sync options, 164

table properties in a web app, 368video properties, 202view of tasks, 244web or app part properties, 228workflow settings, 261

Change the Look button, 326Change Thumbnail link, 204changes to documents, get updates for, 168check a document in or out, 150-151. See

also Setting Versioning Options, 118-119

Check In button, 151Check Permissions button, 343check

server location or database name, 357site permissions, 343workflow status, 262-263

Class My Site Host Content, 68Class Web Types, 68clear history in searches, 352Clear Search String button, 373client, sync app, 30closure, site settings, 74cloud

computing, 159icon, 162, 164manage documents in, 30storage, 1, 6sync documents in, 10

co-authoringblocking, 194documents with Office Web Apps, 192-

193Office documents, 173

collaborationon My Site, 287-288tab, 266template, 44with others, 156, 265

Collapse icon in Tree view, 59Collect

Feedback workflow, 258Signatures workflow, 258

collections, help, 19columns, 213

adding validation rule to, 116configure in a Gantt Chart, 244-245Core Contact, 108Core Document, 108create from site columns, 111creating, 110data, export to Excel, 112editing & deleting, 112-113in a list, creating quickly, 98 renaming quickly, 113sorting & filtering, 114-115using in a list or library, 111

commands, 7, 13choose using a callout window, 14

comments, 320allow from users, 216managing, 267

390

comments (continued)post on a blog, 271showing, 193

community features, 216Community, 217

Portal, 23Site Features, 68template, 23

community siteadd users to, 273awards for participation, 276creating, 265, 272manage discussions, 265, 272

Complete Phrases search, 349complete

mark My Tasks as, 291mark task as, 248

Completed view of tasks list, 239conditional search restrictions, 351configure

columns in a Gantt Chart, 244-245document sets, 138

connectSharePoint library to Office, 174calendar to Outlook, 178SharePoint & Outlook, 178SharePoint with Office, 172web & app parts, 215, 227

Connect to Office button, 172, 174, 176-177Connect to Outlook button, 178-179connections to Office, managing, 176contact card, using, 34contact information

for a page, 320in a list, 96link, 16, 289managing, 11

Contact Us page, 28, 311, 323, 325Contacts, 34, 76

app, 80, 256create group, 34-35create in People, 35import, 35item, creating, 257List web part, filtering, 227managing, 34template, 96

Content and Structure page, 262-263Content Management Interoperability

Services (CMIS) Producer, 68Content Organizer, 68content

approval, 152, 331editing apps, 88find in a site, 333rating system for, 276reporting offensive, 277, 280-281rollup, 217type, customizing document template

for, 131types, app, 92working with, 7, 13

contributeaccess, 334permission, 334

control properties, change in web app, 369conversation, Lock/Unlock, 33Copy URL, 375Copyright info, enter for media, 203copyright, add to a page, 318Core Contact columns, 108Core Document columns, 108create

action button in a web app, 371alert, 305announcement, 282-283badge, 274blank table, 357blog

post, 269site, 266

calendar, 250column, 110community site, 272connection between SharePoint and

Office, 174contacts, 256-257content type, 101custom list, 98custom page, 62custom view in a web app, 364custom web app, 356database objects & views in web apps,

372data-driven pages, 215, 227

Index 391

discussion board, 278discussion, 279document library, 130document set, 139email in Outlook, 39event in Calendar, 37external list, 100folder in a document library, 142folder, 120group, 337issue tracking item, 255-256issue tracking list, 254, 256library, 97list, 96macro for a web app, 370multiple calendars, 251My Task, 291navigation links on Welcome page, 318new Access app from scratch, 377new document, 136-137package file of web app, 376post in Newsfeed, 33, 293post link, 269post on My Site, 290post, 267printable PDF, 190project site, 236public site, 323publishing site, 312search alerts, 353 See also Setting

Search Preferences, 352Search Center, 347SharePoint sites, 23, 43site columns, 108-109sites, 6, 44subsite, 45, 50subtask, 241survey, 284-285tasks list, 238tasks, 240view, 122web app using a template, 357workflows, 235, 259

in SharePoint Designer, 264in Visio, 264

Create badges link, 274

Create Categories link, 280Create Column button, 110Create Document Workspace, 144Create Group button, 337Create New Subsites permission, 334CSS (Cascading Style Sheets), editing,

326-327custom items, add to a page, 318Custom List app, 96

in Datasheet View, 98custom

list, creating, 98page, creating, 62searches and metadata, 1send to destination (library), 93view in a web app, creating, 364

modifying, 365views for mobile devices, 287views, creating & deleting, 122web app, creating, 75-76, 356web parts, uploading & importing, 232

Custom Send To Destination, 145customer support issues, monitoring, 254,

256customizations, remove from page, 65customize

blog site, 266, 268design of public site, 326issue categories, 255-256location, set in Advanced settings, 144My Tasks, 290navigation links, 57Newsfeed, 294Office 365 settings, 40page layout, 313pages, 28, 64, 311public site pages, 325search functionality, 346search, 333, 352site, 28, 53task in the timeline, 242template for project site, 236timeline, 243view, 126

in a Gantt Chart, 244-245web or app parts, 215, 228web platform, 15

392

Ddata

add or modify to tables in Access, 361add to web app, 356-357, 360button, 368control property, 369limiting how it appears in view, 126macro, 370, 372sort or filter in a table, 362source, select for a table or field, 368table property, 367-368viewing & editing in a web app, 362

Data Connection Library app, 97database

name, checking, 357objects, create in web apps, 372

data-driven pages, creating, 215, 227Datasheet view, 362-363, 366, 368-369,

371-372, 374-375for tables, 364of blank list, creating, 98

Date Picture Taken, 203date, select for article, 321deactivate site features, 67default

content, 138document type, 136Home page for public site, 325language, 54navigation, 12 settings, changing, 53view for mobile device, 309view style, changing, 126view, setting, 122

Define your workweek, 55delete

alerts, 304app parts, 230apps permanently, 82column, 112-113comment, 271connection between SharePoint & Office,

177document, 146event, 253items from Recycle Bin, 83list item, 106

list or library, 102 from Recycle Bin, 103

notes, 303page, 314, 316post, 270public site page, 325SharePoint site, 72

subsite, 73site columns, 108site page, 64table, 363tags, 301versions of documents, 155view, 123web parts, 221, 230

Delete Document button, 146, 314, 316Delete Event button, 253Delete Item button, 106Delete Page button, 64Delete Unique Permissions button, 341deleted

document, restoring, 146item, restoring, 107site, restoration of, 72, 74

deletion settings, 74description

add to site, 27change app, 91

Deselect column, 106, 140Design permission, 334Design tab, 213Designer, 130

downloading, 40permissions, 376create complex workflows, 258using, 264

desktopapplications, set up, 40apps, 7, 186database

and Navigation pane, 373create with Access, 355objects, 372

access SkyDrive Pro & SharePoint from,161

manually sync files from, 164Details link, 16Developer Site, 23

Index 393

dialog box launcher, 186-187dialogs (apps), 93direct address, 24-25Directions page, 28, 311, 323, 325disable site features, 67Discard button, 39Discard Check Out button, 150discussion board, 76, 265

app, 80, 278creating, 278

discussionscategories, creating or editing, 280creating, 279mark as featured, 280participating in, 280replying to, 281search for, 280

displaycheck in or out status, 151column totals, 126permissions options, 253records in List or Datasheet views, 362survey information, 286view of calendar, 250

Disposition Approval workflow, 258DNS (Domain Name System), 324Document app part, 47Document Center, 23Document ID Service, activate & configure,

149document library, 13

app, 97, 129, 133create a folder in, 142creating, 130enable document set in, 139settings, 133template, 96viewing, 132-133

Document Set feature, 138configure, 138creating, 139web parts, 218

documentsaccessing SkyDrive, 160block co-authoring, 194checking in, 151co-author with Office Web Apps, 192-193creating new, 136

creating with Office Web App, 87deleting, 146downloading, 158editing, 154, 188exclude from search, 351finding, 141following in Newsfeed, 295library, 76

template, 92managing, 6, 10move

into folders, 143to other locations, 144

multiple authors, 184on the Quick Launch bar, 237open & save from SharePoint, 172printing in Office Web App, 190-191properties, viewing & changing, 148publishing, 152restore deleted, 147safeguards, 150save directly to SharePoint library, 174save to SharePoint, 184selecting, 140sharing, 156sync in cloud with SkyDrive Pro, 21synchronize on SharePoint, 160, 162syncing SkyDrive, 162template, 130-131upload to a library, 134use web browser to work with, 171versions of shared, 167versions, managing, 155view with Office Web Apps, 188working with, 129

in an Office Web App, 190SkyDrive, 159

domain nameadd to public site, 324use a registered, 311

domain options, adjusting, 28, 311, 323download

document, 158Office document in an Office Web App,

190Download a Copy command, 158draft, save blog post as, 269

394

drag and drop, 57multiple documents to a library, 135

drill through links, 362, 374Duet Enterprise

SAP Workflow, 68Reporting, 68Site Branding, 68template, 44

dwp extension, 220, 232, 234

EeDiscovery Center, 23edit

alert, 304app content, 88badge, 274columns, 112 command, 13comment, 271connection between SharePoint & Office,

176data in a web app, 362discussion item, 279documents, 154, 188

multiple users, 150hashtags, 300history, viewing, 167individual task, 247link, 47list items, 104-105notes, 303option on callout window, 350page, 318

properties, 320permission, 334post, 270profile, 16, 289public site

CSS, 327page, 330

settings, 15site permissions, 342tags, 301task, 244

in a list, 246view for tables, 364-365web part in the gallery, 221

workflows, 261Edit Document button, 154Edit Event button, 253Edit Item button, 247Edit Links button, 56Edit Menu button, 328Edit Properties button, 148, 200, 202-205,

320Edit Style Sheet button, 327Edit User Permissions button, 342editions of SharePoint Server, 4ellipsis, 14email

address, 40, 320archive in SharePoint, 178-179connect to Outlook, 171create in Outlook, 39invitation, resend or withdraw, 157keep in context, 27link to a library, 157link, 308notifications in Newsfeed, 294

Email a Link button, 157, 308embed code

add to a page, 319copying, 205insert to a page, 212, 330

Embed Code button, 212Employee Contacts list, 76enable

alternate calendar, 55document set, 139Keyword synchronization, 201reporting of offensive content, 277,

280-281RSS in Site Settings, 307site features, 67versioning options, 118view for mobile device, 309

Enterpriseedition, 4keywords, 195, 200-201Search Center, 23, 333, 346-347template, 44Wiki Page, 23, 311, 316-317

Error Page, 311, 316-317Event Permissions button, 253

Index 395

eventscreate new, 36

in Calendar, 37managing, 250, 253schedule on calendar, 252

Events tab, 250, 252Everyone link on Newsfeed, 32, 292-294Everyone sharing option, 156Excel Web App, 190Excel, 130, 154

copy & paste data from, 361export column data to, 112export list data to, 180file for table data, 360find documents, 351printing from, 191spreadsheet, import to SharePoint, 171-

172table, export to SharePoint, 171web-based version, 173, 188workbook, 136-137

Exchange, 4, 6exclamation mark fading, 291exclude documents from a search, 351Exclude Keywords search, 349exit

File tab, 175SharePoint, 20SkyDrive Pro, 31, 164

Expand icon in Tree view, 59Expert badge, 274expiration dates of announcements, 282-

283Explorer, 1, 7

access files from window, 162sync with, 30upload document with, 135upload multiple files with, 134

exploring site features, 68export

web part, 221, 234column data to Excel, 112list data, 171-172

from SharePointto Access, 182to Excel, 180

table to SharePoint List, 181 See alsoImporting a Spreadsheet in a List, 99

to Excel button, 180external

data, using in Office applications, 100users, sharing documents with, 156

External List app, 100External System Events, 68

FFacebook Integration app, 76, 80Facebook, 5, 32, 270, 292favorites

add notes to, 303list, access files from, 162

featured, mark discussion as, 280features

help, 18managing site, 67

fields in lists, working with, 104File Explorer, 12

access SkyDrive documents, 160files

access when offline, 173add to a page, 318-319attach to item in list, 105insert on a page, 330locating in library, 132management, 188pause or stop syncing, 164 synced online, 173

Files tab, 13, 186-187, 197, 198, 201, 202, 302-303, 305

change document properties on, 148Delete Document button on, 146Download a Copy command, 158exiting, 175Share button, 156to exit Web App, 189uploading files to library, 132workflows, 260

filter, 218clearing, 115list or library, 115view, 124-125values of web part, 227view of workflow tasks, 263

396

findand follow a person, 296app content, 86by document ID, 148documents, 141people, 34

Finder, 12Firefox, 1, 7flow-chart layout, workflows in, 264Focus link, 47Focus on Content, 13focused search, 12folders

creating, 120level, navigating back, 143moving documents into, 142-143sharing, 156view, 127

Follow, 13, 46option on callout window, 350SkyDrive documents, 168-169

follow upon a post in Newsfeed, 33on posts, 293

followers, view status, 297following

a site, 48content, 68in Newsfeed, 32, 287, 292, 295, 300people, 296

font size, changing, 18footer on public site, 328-329Form Library app, 97Format Text tab, 63-65, 318, 329-330formatting

button, 368properties, 367-369text, 318-319

forms, 218adding to web app, 356

formula syntax, 117fpweb.net, 4free

trial of software, 5web parts, 232

full access, 334Full Control permission, 334

Full Screen, 205functionality

add to a control, 366add to web app, 368, 370extend on a page, 330for site, 312of SharePoint, extending, 264

funnel symbol, 114

GGantt Chart, 235, 238-239

configure columns in, 244-245view tasks in, 244-245

Gear icon, 19Get started with your site, 237Get URL, 375getting around

a site, 48-49SharePoint, 12

getting help, 18Getting Started, 1

command, 26, 68pane, 40-41web part, 47with Project Web App, 68

getting web address for app, 85Give Badge button, 275globe icon, 359Go Daddy, 324Google Chrome, 1, 7GoToRecord macro, 370granting permissions, 333, 338-339graphical summary of survey responses,

286green box with downward arrow, 150green starburst in field, 104, 240Group By, 126group membership, managing, 333group of contacts, create, 35Group Work List, 68group

add a user to, 336invitation to join/leave, 337permissions, 334-335, 343

settings, 337viewing, 345

remove user from, 344-345

Index 397

guidelines, posts that violate site, 281

Hhashtags (#tags)

in Newsfeed, 287, 292, 294, 300working with, 294

header on public site, 328-329Help, 10-11, 18

button, 19collections, 19viewer, moving around in, 18

hidephysical URL in search, 321Search box, 328subtasks, 241table in a web browser, 363

hierarchical content-based view of site, 58history, manage version of document, 155Hold, 68Home page, 28, 48, 311, 323, 325

blank, 311, 313making & editing, 313return to, 78search for site content from, 60

host websites, 1HTML code, 326

insert to a page, 212HTML5, video, playing, 203hyperlinks. See links

IID number

assigned to items, 104view a document’s, 148

IIS (Internet Information Services), 355image caption, 321import

contacts, 35data into a table in a web app, 360-361spreadsheet in a list, 99tables, 357Visio workflow, 264

Import from Visio button, 264Import Spreadsheet app, 76, 80, 99important, mark My Tasks as, 291Include Data in Package check box, 376

individual users, permissions, 334-335InfoPath, create custom forms for data,

171-172information

about app, viewing, 79collecting with surveys, 284, 286locating, 18sharing, 265

inheritpermissions settings, 338site master page, 315

insertapp part to a page, 226audio to a page, 206button, 39embed code to a page, 212link from SharePoint, 211links to a page, 210pictures, 318, 321, 330

from SharePoint, 209to a page, 208

tab, 63tables to a page, 213video to a page, 206web part, 223, 233

instant messaging (IM), 4, 6-7, 34Internet Explorer. See Explorerintranets, 28, 323invitation

to join a group, 336send to share a site, 70

invitemoderator to site, 273users to community site, 273

iPad, 171, 173, 188, 287, 292, 309using Newsfeed with, 32

iPhone, 171, 173, 188, 287, 292, 309sharing documents, 156using Newsfeed with, 32

iPod Touch, 287, 292, 309using Newsfeed with, 32

issuecategories, customizing, 255-256tracking

app, 76, 80, 254, 256create item, 255-256create list, 254, 256

398

itemin list, attach file to, 105grant permission to, 339restore from Recycle Bin, 107

Item Limit view, 127item-level permissions list, 92Items tab, 106, 302-303, 305

workflows, 260

J-Kjob title change, sharing in Newsfeed, 295Join This Community button, 273Keep email in context, 27Keep me signed in, 8-9keeping connected, 287keywords, 300

adding to media files, 200entering for search, 348

KQL (Keyword Query Language), 348

Llanguage

preferences, 16specify alternate, 54

Language and Region link, 16, 289large text, using, 18Late Tasks view of tasks list, 239Launch App View button, 362-363, 374launch blogging app, 267, 290layout

app or web part, 228public site, changing, 326web app, modify, 366-367

libraries, 3about, 75-77adding, 27apps, adding, 216connect to or remove from Office, 174creating, 97customize document template for, 131document locations, 144download limits, 30drag multiple documents to, 135email a link to, 157establishing connections, 172manage connection to Office, 176managing, 50

set versioning for, 119settings, viewing, 133sync contents of, 30synchronize on SkyDrive Pro, 159syncing, 162upload a document to, 134viewing, 61

Library app, 87about, 95-96add a workflow to, 259content, display on page, 226

library folders on SkyDrive Pro &SharePoint, 161

Library Settings button, 201, 315Library tab, 13, 197, 302, 305, 307-308

set options on, 132like a post, 270

in Newsfeed, 33likes

in Newsfeed, 32, 292-293rating system, 276

Limited Access permission, 334limits on syncing content, 30, 163link list data from SharePoint to Access, 182LinkedIn, connecting to, 34links, 312

add to a page, 318-319app, 80changing on public site, 328insert on a page, 210, 330inserting from SharePoint, 211template, 96

List app, 87about, 95-96adding workflows to, 259content, display on page, 226

List Details view for tables, 364list item

adding & editing, 104attaching file to, 105deleting, 106editing, 105

List tab, 302, 305, 307-308List view, 366, 368-369, 371-372, 374-375List Workflow, 258-259lists, 3

about, 75-77add items to, 104

Index 399

adding validation rule to, 117adding, 27and galleries, 186-187apps, adding, 216columns, creating quickly, 98data, export from SharePoint to Excel,

180data, export or link from SharePoint to

Access, 182data, export or link to, 171-172deleting, 102edit badges in, 274editing tasks in, 246fields in, 104filtering, 115set versioning for, 118sorting, 114working with, 95

Live Bookmarks, subscribe to RSS feeds,307

local editions, 4locale, 54-55locate

contacts in SharePoint, 34files in library, 132

locationcustomize send to, 145send documents to another, 144

lock icon, 166Lock/Unlock conversation, 33, 293logo

add to site, 27change the public site, 327changing, 52

Look and Feel, 15lookup field, creating table relationships

with, 360Lync, 4, 6-7

and SharePoint libraries, 188contacts, 34downloading, 40

Mmacro, 372

action, execute, 366-367add to web app, 368-370create new, 371

Magnifying Glass icon, 12, 60, 86, 141, 348,350

main address, 24-25Make

Homepage button, 313Website Offline button, 332Website Online button, 29, 332

managealerts, 304blog posts, 270calendars and events, 250, 253categories, 268, 271

on My Site, 290comments on My Site, 290connections to Office, 176documents, 140 versions, 155. See also Setting

Versioning Options, 118-119files, 188group membership, 333hierarchy permission, 334posts, 267

on My Site, 290 project tasks on a timeline, 236SharePoint Sites, 177site features, 67-68, 312SkyDrive document versions, 167storage, 164-165tasks and subtasks, 248-249

Manage Parent button, 339, 342Manage posts link, 269-270manually

enter data in a table, 360start a workflow, 260sync files from desktop, 164

Maps button (from Bing), 330mark

a reply in a discussion, 281a task as complete in list, 248

Master Page Gallery, 315working with, 315

media and content, 218media assets, working with, 195media elements, modifying, 195media files

insert on a page, 330tagging, 198upload to asset library, 198-199

400

media files (continued)view as thumbnails, 197view in list, 197

Media tab, 205Members group, 334, 336members

assigning badges to, 274-275on community site, 265, 272view reputation ratings, 276-277

membership, manage for group, 333mention

a person, 298-299in Newsfeed, 32, 292-294

Mentions view in Newsfeed, 298-299menu links, editing on public site, 328menus, 7Message list, viewing emails in, 38MessageBox macro, 370metadata, 1

adding to media files, 200-201and custom searches, 1information, modify, 202navigation & filtering, 69

microblogging, 32-33, 292-301Microsoft Access 2013. See AccessMicrosoft account link, 9Microsoft Excel. See ExcelMicrosoft Exchange. See ExchangeMicrosoft Internet Information Services

(IIS), 5Microsoft Lync. See LyncMicrosoft Office. See OfficeMicrosoft Office 365. See Office 365Microsoft OneNote. See OneNoteMicrosoft PowerPoint. See Power PointMicrosoft SQL Server, 5Microsoft Visio 2013. See VisioMicrosoft Word. See WordMinimal Download Strategy, 69minimize web or app part on a page, 231Mobile Browser View, 69, 287, 309mobile device

enable view for, 126-127preview a public site page, 331sharing documents, 156using Office on, 173view SharePoint sites with, 287work with Office documents from, 171

working on, 309Moderation tab, 281moderator

invite to community site, 273of a site, 274reviewing posts, 281

Modified Date search, 350-351modify

content type, 101custom view in a web app, 365view, 123, 125-126, 151web app, 366-367

metadatainformation, 202site columns, 108

Modify This View, 151modifying surveys, 284-285monitoring customer support issues, 254,

256monthly subscription info, 4More Column Types button, 246More options button in Newsfeed, 33move documents

into folders, 143to other locations, 144

Move Up or Move Down in the task list, 249Mozilla Firefox, 1, 7multiple

Access apps, add to site, 377computers, accessing, 8documents, drag to a library, 135files, upload to asset library, 199pages on publishing site, 314users editing documents, 150

multi-table icon, 360My Alerts page, 304My Contacts, 34My Site Host, 23My Site, 267, 287-288

using, 290My Tags link, 300-301My Tasks view of tasks list, 239My Tasks, 290-291My Yahoo, subscribe to RSS feeds, 307

Nname, change app, 91

Index 401

navigateback a folder level, 143calendar views, 251from cell to cell, 213Office 365, 11pages on public site, 325

navigationaids, using, 58change app, 91

Navigation bar, 3, 10, 12on About Me page, 292People, 34viewing Newsfeed from, 32

navigation linkschange public site, 328customize, 57managing, 56

Navigation list arrow, 60Navigation pane

button, 373use to open tables & objects, 361use with web apps, 373

Nearby Keywords search, 349New Action Bar button, 371New Document button, 136, 139, 317New Event button, 37, 252New Folder button, 142New Folder command (apps), 92-93New Folder feature, 120. See also Changing

App Advanced Settings, 92New mail button, 39new

item, creating in a field, 104site, 44subsite, 45

New View button, 364Newsfeed, 3, 6-7, 10, 21

app, 292to view My Site, 292

create a post in, 33, 293follow documents in, 168-169following in, 300hashtags in, 287, 292, 300Mentions view, 298-299on My Site, 288on the Home page, 237settings, 16

changing, 294-295

link, 294-295touring, 32viewing, 292web part, 47

nonsecure computer, 20Note Board, 287

add a note, 302notes - view, edit or delete, 303posts, sharing in Newsfeed, 295tab, 302-303web part, 216

notification of search results changes, 353

Oobjects, expand or collapse in categories,

373offensive content, enable reporting for, 277,

280-281Office, 1, 7, 9

and SharePoint, integration of, 171-172connect to SharePoint, 174-175document installed with, 154documents

edit using Office Web Apps, 189block co-authoring, 194co-authoring, 173open from SharePoint, 185working with, 171-172

downloading, 40programs

using Open & Save As dialog boxesto access files, 162

remove a SharePoint library from, 174save a document to SharePoint, 184using on mobile devices, 173using SharePoint with, 172

Office 365, 4, 6-9, 19, 21, 30, 376-377access calendar in, 36free trial, 9Getting Started pane, 40-41managing contact info, 34-35Navigation, 11plan for business, 355public site in, 323sign up for, 24site, 355-356site, open in web browser, 25

402

Office 365 (continued)subscribing to, 358subscription account, 175synchronize library with, 159using new document link, 136using Outlook Web App with, 38view Admin setup options for, 40

Office Desktop App, 186Office Store, make web app available on,

376Office Web App, 6-7, 184, 186-188

co-author documents with, 192-193edit documents with, 154edit Office document with, 189roundtripping with, 193save an Office document in, 190services, 4using, 173

to create documents, 87to work with documents, 171-172

working with 188offline

client availability (apps), 93make public site, 332synchronization for External Lists, 69

On Start Macro, 372OneNote, 130, 154

notebook, 136-137using with a team site, 188web-based version, 173, 188

onlinemake public site, 332meetings, 7

settings for, 37service, 4support, 18website, viewing, 29

openapps, 84discussions, 280documents in the browser (library), 93my personal site, 288pages, 314recently opened web app, 359SharePoint site, 24subsite, 50web app from SharePoint, 358

Open with Explorer button, 134

Open with Project button, 183operators, using to find content, 348options, adding a page with, 317Organizational account link, 9organize

items into folders, 120-121tasks, timeline and calendar, 27

Outlook Web App (OWA), 19, 34, 74Outlook, 11

archive emails in SharePoint, 178-179connect calendar to, 178create an email in, 39email, 4, 6-7

viewing, 38subscribe

to RSS feeds, 307to SharePoint site from, 306

sync a tasks list to, 171-172, 179using external lists offline in, 100

overwrite existing files, 134, 198Owners group, 334, 336

Ppackage

file, creating, 355web app, 376

Page Layout button, 318Page tab, 13, 64, 28, 302, 305, 308pages

access, sharing, 287add

RSS Viewer web part to, 306web parts to, 222

adding, 316customizations

adding, 64removing, 65

deleting, 314, 316web or app part, 230

editing & adding content, 318extend functionality of, 330file name, specify, 320insert

app part to, 226embed code, 212tables to, 213video & audio, 206

Index 403

layout, customize, 313minimize or restore web & app parts,

231opening, 314personalize with web parts, 224preview & publish, 322renaming, 64title, specify, 320view a list of, 314

parameter, create to use in a data macro,370

parent permissionsaccessing, 342using, 341

parent setting, managing, 338Partial Keywords search, 349participating

in a community site, 276in communities, sharing in Newsfeed,

295in discussions, 280

Pause syncing, 31, 164PDF, create printable, 190-191pending items, view all, 153People app, 4, 6-7, 11

create a contact in, 35in Windows 8, 34

peopleicon, 166following in Newsfeed, 295-296mentioning, 298-299stop following, 297

People in Video, tagging, 202perform an advanced search, 351PerformancePoint Services Site Features, 69permissions, 2, 8

checking, 343create unique set of, 340editing, 342for site users, 266, 272for site, 312granting, 333, 338inheritance, 334, 338

stopping, 340levels, 334

granting, 339when sharing a site, 70

manage in a survey, 286

options, display for event, 253removing, 344same as parent site, 347set for a site, 335settings, 157unique, 347working with, 334

Permissions tab, 335-338person, permissions assigned to, 343personal

blog site, using, 267profile on My Site, 287-289searches, clearing history, 352site, using, 290view, 225

personalizeAbout Me page, 289blog site, 268page with web parts, 224

Personalize this Page command, 224photo, changing in profile, 17picture

add to a page, 318-319insert from SharePoint, 209insert to a page, 208properties, changing, 203use from web address, 204

Picture button, 33Picture Library

app, 97template, 96

pin an Access file, 359place, adding for easy access, 358placeholder images & text, 325Play/Pause, 205Playback bar, 202, 204-205playback head, positioning, 204portal, provide a, 1Post a Comment, 271Post button in Newsfeed, 33posts

adding tags to, 300blog comments, 271create in Newsfeed, 33delete in Newsfeed, 33managing on My Site, 290managing, 267

404

PowerPoint, 130, 154find documents, 351presentation, 136-137Web App, 190web-based version, 173, 188

preferences, setting for search, 352prefix for new document IDs, 149preview

media file on page, 205-206page in web browser, 311pages, 322picture, 204public site page, 331video, 198, 202, 205

Preview button, 322Preview Image URL (Audio), 203Print button, 18print

documents in Office Web Apps, 190-191to PDF, 191

Product Catalog template, 23Professional badge, 274profile

Newsfeed settings in, 32, 294picture, changing, 17using tags with, 300view and edit, 16, 289

program window, 186-187project

administering online, 1schedules, coordinating, 235, 238site

creating, 236view and use, 237

sync a tasks list to, 171-172, 183tasks, working with, 235template, 23

Project Functionality, 69Project Page, 311, 316-317Project Professional 2013 program, 183Project Proposal Workflow, 69Project Sites Collaboration Lists, 69Project Web App

connectivity, 69help, 19

Promoted Links list, 68Promoted sites, 48

propertieschange in a web app, 368change video, 202change web or app part, 228changing page, 320settings, 366-368view & change document, 148work with web or app part, 229

Public site, 10, 21, 23add domain name to, 324creating, 323design, changing, 326elements, changing, 328insert content in headers & footers, 329online or offline, making, 332page

add or delete, 325editing, 330publish or unpublish, 331

title & logo, changing, 327touring, 28using, 311

public view, documents protected from, 166Publish button, 152, 264, 322Publish tab, 322publishing

approving document for, 153blog post with MS Word, 269document, 152features, 216pages, 322public site page, 331site as RSS feed, 306template, 44

Publishing Approval workflow, 258Publishing Site, 23

create a page in, 316creating, 311-312multiple pages on, 314

Push Notifications, 69

QQuery, 372

pages, 346questions, add or change in survey, 285Quick Access Toolbar, 186-187Quick Launch bar, 11-12, 26, 46, 76-77

Index 405

add site page to, 62on About Me page, 292removing, 13show or hide, 58

quicklycreate columns, 110edit (apps), 93

quote, add to a page, 318

RReader permissions, 334, 376Reading View button, 189read-only access, 334records

display in List or Datasheet views, 362find using Search box, 374viewing or modifying, 374

Records Center, 23Recycle Bin, 164-165

delete items from, 83, 106restore

app, 102deleted site, 72, 74documents, 146-147items, 83, 106-107

Recycle Bin, apps moved to, 82red exclamation mark, 291Redirect Page, 311, 316-317refine

and preview search results, 61searches, 350

regionalpreferences, 16settings, changing, 54

Regional settings link, 55Register (domains), 324reindex list (apps), 93rejected items, 153remove

apps, 50, 82page customizations, 65permissions, 344SharePoint library from Office, 174task from the timeline, 242user from a group, 345view for tables, 364-365workflow, 261

Remove button, 17Remove from Timeline button, 242-243Remove Property button, 351Remove This Link button, 56, 328Remove User Permissions button, 344Remove Users From Group button, 345rename

column quickly, 113custom view for tables, 365site page, 64table, 363

reorganize column data, 114reply

discussion, 281marking as best, 280-281marking as featured, 281post in Newsfeed, 33, 293

Report Library app, 97reporting

offensive content, 277, 280-281task progress, 238

reports, adding to web app, 356reputation ratings, 265, 272

tracking, 276requests to join/leave a group, 337Require sign-in check box, 156resend email invitation to share, 157resetting

document IDs, 149page, 64

Respond to this Survey button, 286responses to survey, managing, 286restore

app from Recycle Bin, 102deleted item, 107deleted site, 72, 74items from Recycle Bin, 83list or library from Recycle Bin, 103selection, 107web or app part on a page, 231

Restricted Interfaces for Translation permis-sion, 334

Restricted Read permission, 334results

page, 346for searches, 350

type search refiner, 61Results Type search, 350

406

return to site Home page, 78reusable

contentadd to a page, 318insert on a page, 330

site columns, 110workflow, 258

Reusable Content button, 329revert to previous version, 167Review Reported Posts link, 281Ribbon, 7, 13, 46, 186-187

using tabs to edit app content, 84rollup image, 321roundtripping, 193rows, 213RSS (Really Simple Syndication), 306

channel information, 306feeds, 287, 306

subscribe to, 268, 307settings link, 306

RSS Feed button, 307RunDataMacro, 371RunMacro, 371

Ssafeguard for documents, 150SAP Workflow

Site, 23Web Parts, 69

saveOffice document to SkyDrive Pro, 184Office document in an Office Web App,

190Office document to SharePoint, 184site as a template, 71

Save and Publish button, 331Save As Draft, 269Save site as template link, 71schedule

calendar event, 252meeting, 34

scores, view reputation, 276-277Search, 12, 15, 219

discussions, 280from a Search Center, 348Help, 19information, 18

options, 12performing advanced, 351preferences, setting, 352refiner

author, 61modified date, 61results type, 61

refining, 350results, refine & preview, 61scope, select, 149show results (apps), 93site content from Home page, 60suggestions, showing, 352techniques, 349

Search Alerts, 352creating, 353

Search box, 47find a record, 363, 374-375find apps, 81, 86find objects, 373find people, 34, 296in document library, 132locate documents with, 141locate media files, 197show or hide, 328

Search button (Magnifying Glass icon), 12,60, 86, 141, 348, 350

Search Centerassociate to a site, 354creating, 347search from, 348using, 346

Search Config Data Content Types, 69Search Config Data Site Columns, 69search-driven content, 219Search Language, 352security

enhancing, 342settings, 334tasks, 333

Select check box, use to delete web part,230

Select column, 106, 140selecting

documents, 140view, 123

selection rectangle around folder, 142

Index 407

sendemail invitation, 70, 273sharing invitations & email, 166

Send option on callout window, 350Send To command on Files tab, 144server location, checking, 357set

alerts in surveys, 286calendar, 55permissions for a site, 335RSS feeds, 306search preferences, 352versioning for a library, 119versioning for a list, 118

SetProperty macro, 370Setting button, 50Setting ToolTip, 51setting versioning options, 118-119Settings button (gear icon), 19Settings, 10-11

change app advanced, 92change app, 90change for workflows, 261change language & regional, 54changing default, 53editing My Task, 291menu, 26, 50

share, 13access to a page, 287document or folder, 156site, 27, 70

Share button, 70, 156, 273Share link, 46Share with list arrow, 33Share with People button, 193Share your site, 27shared

columns, 138documents, versions of, 167view, 225

Shared with Everyone folder, 166SharePoint

accessing, 2, 8from desktop, 161synced folders, 165

account, 8adding to Microsoft, 9

Admin Center, 323administrator, 335and Office, integration of, 171-172and Outlook, create a connection, 178apps, exploring, 76calendar, connect to Outlook, 171-172co-author Office Document on, 192-193commands, 14connect to Office, 174-175create

new site, 44simple workflows, 258subsite, 45

delete a site, 72editions, 2, 4email, connect to Outlook, 171-172exiting, 20export list data from, 182export list data to Excel, 180folder, 160Foundation, 4-5

Standard or Enterprise Edition, 5Help, 18insert

audio from, 207link from, 211picture from, 209video from, 207

introduction, 1-2libraries, 30library, manage connection to Office, 176List Filter web part, 227Newsfeed app, 32, 292Online edition, 323online services, 21Online, 1, 4, 8open Office document from, 185preparing to use, 4-5site

explore an existing, 21-22getting started, 2opening a, 24template, 22, 266, 347

Store, 76, 81, 330add app from, 81

sync a tasks list from, 183synchronize library with, 159

408

SharePoint (continued)upload Access app to, 377using with Office, 172-173window, 10work with SkyDrive Pro on, 163

SharePoint Designer. See DesignerSharePoint Server 2013, 1, 4-5, 21

Publishing, 69Standard Site features, 69

SharePoint Servicer Enterprise Site fea-tures, 69

sharepoint.com, 5sharing, 1, 6

between SharePoint and Office pro-grams, 172

documents, 129information, 265

view, 166Newsfeed activities, 293, 295, 300SkyDrive documents, 166

shortcut to Office programs, 172-173, 176Show Download link, 202Show Embed link, 202Show Subtasks, 241show the Search box, 328Shutter Bar Open/Close button, 373Sign in link, 8-9Sign out, 8-9, 20, 175Silverlight, video, playing, 203simple Search box, 333site, 22, 43

access, 22actions, 15address, 10administration, 15administrator or moderator, 274assets library, 93associate a Search Center with, 354changing the look of, 53collection, 22, 43

administrator, 72, 74set administrators for, 341

columnscreating columns from, 111creating, 108-109managing, 108

contentaccess with Tree view, 59

search from Home page, 60viewing, 50, 237

create new, 22, 44delete a, 72features

exploring, 68managing, 67

following in Newsfeed, 295getting around, 48-49guidelines, posts that violate, 281hierarchy, viewing, 66maintaining multiple, 2members

assign badges to, 275view ratings, 276-277

pageadd to Top Link or Quick Launch bar,62adding, 63deleting, 64edit existing, 65rename, 64customize, 311opening & adding, 62working with, 64

permissionschecking, 343editing, 342

save as template, 71settings, 12, 50

create subsite in, 45customize links in, 57viewing, 51

sharing, 70template, 22, 266, 312title and logo, changing, 52updates via RSS feed, 306users, add, 273window, viewing, 46workflow, 258

Site Closure & Deletion link, 74Site Collection Administration, 15, 19, 138Site collection features link, 68Site columns link, 108-109Site content types link, 101Site Contents page, 48-50, 75-76, 132Site Features, 68-69Site Feed, 69

Index 409

Site hierarchy link, 66Site logo, 46Site Mailbox, 69Site Notebook, 69Site Pages tile, 62Site Permissions link, 273, 336Site Policy, 74Site Settings link, 15, 51Site tab, 28Site title, 47Sites and workspaces link, 73Sites I’m following, 48Sites pages, 48Sites, 3, 6-7, 10, 21SkyDrive, 3, 6-7, 10, 21

documents, accessing, 160documents, following, 168-169documents, working with, 159sync documents, 162touring, 30

SkyDrive Pro, 6, 21, 30, 159access from desktop, 161change for SharePoint, 162change sync options, 164cloud icon, 162, 164exit, 31, 164library, 30, 160Recycle Bin, 165set up, 162Sync Client app, 161-162work from Windows, 31work with on SharePoint, 163

social collaboration, 219social networking, 1, 6

customize on Newsfeed, 294in Newsfeed, 32, 292

social plugins, insert on a page, 330sort

email, 38list or library, 114view, 124

Sort list arrow, 34, 38Sort order, 55space, free up on SharePoint, 164-165specialized searches, 346specify

master page, 315

page file name, 320page title, 320

spell check text, 330Spelling button, 104, 247spreadsheet

import Excel to SharePoint, 171-172import in a list, 99

SQL Azure or SQL Server, 355-356SQL language, knowledge of, 370SQL Server/ODBC source for table data, 360Standard edition, 4Star Ratings, 276starburst in a field, 104start a workflow manually, 260Start screen, open recent Access files on,

359starting workflows, 260 See also Creating

Workflows, 259status bar, 186-187status of workflow, checking, 262-263status, check in or out, displaying, 151stop

following a person, 297permission inheritance, 340syncing, 31, 164

Stop Editing button, 223-224Stop following link, 169Stop Inheriting Permissions button, 340,

342storage, managing, 164-165Student, help, 19style of site, changing, 27Style, select for view, 126-127subscribe to RSS feed, 268, 307subscription dues, 4subset, create under existing site, 23subsite, 22, 43

create using a template, 44deleting, 73

subtasks, 13create with indent, 248creating, 240-241managing, 249

suggested search, 360summary

links, 318, 321of permissions, 343reports, send daily or weekly, 353

410

Summary view for tables, 364Survey app, 80, 284surveys, 265

creating, 284-285questions, adding & changing, 285taking, 286template, 96

switchaccount, 175personal & shared views, 224templates, 357

synccommand, 13content, 160-164

limits on, 30, 163documents in a cloud, 10documents on SharePoint, 160files online, 173files, 30folders, access SharePoint, 165library, 31, 162, 164link, 47SkyDrive documents, 162SkyDrive Pro library, 159tasks, 291tasks list

from SharePoint to Project, 183to Outlook, 179to Project or Outlook, 171-172

Sync Client app, 161-162Sync now, 31Sync to Outlook button, 178, 291syndication feed (RSS), 306syntax for formula, 117

T#tags. See hashtagsTable button, 213, 360-362Table Layout tab, 213tables

add to a page, 318-319add to web app, 356-357, 360change properties in a web app, 368data, sort or filter, 362export from Excel to a SharePoint list,

180-181hide in a web browser, 363

import data into, 361insert on a page, 213, 330navigation, 357rename or delete, 363working with, 213

tablet, sharing documents, 156tabs, 7, 13

using to edit app content, 84Tabular View, 126tag a media file in asset library, 198tags

add, edit or delete, 301compared to notes, 302following in Newsfeed, 295, 300in Newsfeed, 293make private, 301

Tags & Notes button, 301-303Tags tab, 301take a survey, 286target audience, 321Task app, 87tasks list

app, 239creating, 238on My Site, 287-288on personal site, 290sync between SharePoint and Project,

183sync to Outlook, 179sync to Project or Outlook, 171-172viewing, 239

Tasks on the Quick Launch bar, 237Tasks tab, 291tasks, 76

adding to timeline, 242app, 80, 235change view, 244creating, 240, 291

on My Site, 291edit in a list, 246edit individual, 247elements in a list, 96filter view of workflow, 263manage on a timeline, 236managing, 248-249mark as complete, 248security, 333template, 96

Index 411

viewing, 244taxonomy, 1Teacher, help, 19Team Collaboration Lists, 69Team site, 10, 21, 23

getting started with, 27touring, 26

technet.microsoft.com, 5techniques for search, 349template

changing, 53content type, 320create a site using, 2, 43for documents, 130-131for project site, 236for Search Center site, 346-347for workflows, 258save a site as, 71select content type, 320SharePoint site, 22, 312site, 266switching, 357table, adding, 360use to create a web app, 356-357using to create subsite, 44web app created from, 360

Text Layout button, 63third party software, 5Three-State workflow, 258Thumbnail view, 204thumbnails

capturing video, 204viewing media in, 196-197

Time format, 55Time zone

list arrow, 55setting, 16-17, 54

timelineadd/remove a task, 242customizing, 243

Timeline tab, 239, 242-243Timesaver Tips

access apps in use, 78account options, 175change public site design, 326changing look of site, 53custom view for tables, 364

delete links between SharePoint &Office, 177

drag files from desktop to library, 87edit connection links, 176edit public site links, 328open apps from Quick Launch bar, 84open recent web app, 359remove list apps, 102return to Home page, 49Site contents on Quick Launch bar, 132-

133toggle sort order of list, 114view apps in use, 79view asset library, 197

Tip of the Day app, 76, 80tips, 18title, change the public site, 327tooltips, 13

specify, 367-368Top Links bar, 47-48

add site page to, 62topic links, 18top-level site, 22, 43

getting to, 48Totals, display in columns, 126touring

Admin settings, 40calendar, 36Newsfeed, 32Outlook email, 38People contacts, 34SharePoint site, 21

track changes, 193reputation ratings, 276services, 1, 6

Tree view, 58troubleshooting

Actions list arrow unavailable, 345column types availability when editing,

112Delete button not displayed, 113Delete this site option doesn’t appear, 72dialog box appears, 137Grant Permissions button not available,

339new domain not there, 324New Folder button not available, 120

412

troubleshooting (continued)option not available, 74options vary on callout window, 78Tree view unavailable, 59using Yammer, 292

Twitter, 5, 32, 287, 292types of workflows, 258

Uundo version, 167unique permissions, creating, 340Unlike a Post, 270unpin an Access file, 359unpublish a page, 322Unpublish button, 152, 331Upcoming view of tasks list, 239update notices for documents, 168upload

Access app to SharePoint, 377document to a library, 134document with Explorer, 135file to a page, 319media file to asset library, 195, 198multiple media files, 199web part, 220, 232-233

in SharePoint, 234Upload Document button, 198, 232URL

find & view for web app, 374getting & copying, 375

useEnterprise keywords & metadata, 201Navigation pane with web apps, 373parent permissions, 341personal blog site, 267project site, 237site closure & deletion settings, 74Tree view to access site content, 59

Use Large Text button, 18user, remove from group, 344-345Username menu, 224-225, 288-291, 294-295Username, 10, 11Users and Permissions, 15users, add to community site, 273using

navigation aids, 58SharePoint Designer, 264

Vvalidation rule

add to a column, 116add to a list or library, 117

values of web part, filtering, 227Version History, 152versioning, 118-119versions

of documents, managing, 155of SkyDrive documents, 167of web app, creating, 376

Video and Audio button, 206, 212video

add to a page, 318-319help, 18in Newsfeed, 293insert from SharePoint, 207insert on a page, 205-206, 330previewing, 205properties, changing, 202searching for, 201, 350thumbnail, capturing, 204

video/audio conferencing, 4view

Admin setup options, 40all pending items, 153app content, 86approval status, 152apps in Site Contents, 78calendar, 36changing in a survey, 286check in or out status, 151comment, 271contact, 34create on mobile device, 309data in a web app, 362-363discussions, 280document properties, 148documents, 10group’s permission, 345information about app, 79library, 61list of pages, 314Newsfeed, 292notes, 303Office document with Office Web App,

188

Index 413

permission levels, 334-335post, 270profile, 16, 289project site, 237public site, 325settings, 15SharePoint window, 10sharing information, 166site

collection hierarchy, 66columns, 108content, 50page, 62permissions, 335settings, 51window, 46

status of followers, 297tasks in a calendar, 244tasks list, 239web part gallery, 220website online, 29who has mentioned me, 299

View a Comment, 271View a Post, 270View All Pages button, 62, 64-65, 205-209,

211-213, 223, 226-231, 233-234, 314,316-317, 320, 322, 325

View Library option on callout window, 350View Only permission, 334View sync programs, 31views

change My Tasks, 291create in web apps, 372creating, modifying & selecting, 122-123custom for mobile devices, 287customizing, 126for tables, editing or removing, 364sorting & filtering, 124-125

Vimeo, copy embed code, 206, 212Visio

access from SharePoint Designer, 264create complex workflows, 235, 258using, 264workflow, create & import, 264

Visio Process Repository, 23visitor, accessing as, 2Visitors group, 334, 336Volume/Mute, 205

Wweb address

for app, getting, 85insert a picture from, 209insert link from, 210insert video & audio from, 207use picture from, 204

web app, 186-187action button in, 371add tables and data to, 360change table properties, 368created from template, 360custom view in, 364custom, 356database objects & views, 372database, create with Access, 355edit Office documents with, 154import data into a table, 361launch in a web browser, 374-375macro for, 370-371modify a custom view, 365modifying, 356-357, 366-367navigating within, 362open recently opened, 359packaging, 376roundtripping with, 193use Navigation pane with, 373using in browser, 356-357view or edit data, 362-363working with, 188-189

web applications, 1, 3Web Apps Ribbon, 186web browser, 1, 7

accessing Office 365 in, 9edit Office documents in, 188hide a table in, 363launch a web app in, 374-375opening Office 365 site in, 25preview a public site page, 331preview page in, 311, 322

Web Designer Galleries, 15, 220web part

about, 215add to a page, 222, 318-319add to Home page, 313change properties, 228connect to app parts, 227

414

deleting, 221, 230exploring, 216exporting, 221, 234insert on a page, 330insert to a Web Part page, 223minimizing or restoring, 231personalizing with, 224RSS Viewer, 306upload in SharePoint, 234uploading, 220, 232

Web Part button, 216, 222Web Part Gallery list, 220-221

upload a web part, 232view & edit, 220

Web Part Properties button, 228-229working with, 229

Web Part zone, 224web platform, 2-4

customizing, 15web server location, adding, 356web, storing & working with documents,

159webpart extension, 220, 232, 234website

hosting, 1make available online, 28-29, 311managing, 2modifying, 28working with, 311

Website Domains button, 324Welcome Page, 311, 316-317

change document status on, 138columns, 138create navigation links on, 318

Wiki page app, 87Wiki Page Home Page, 69Wiki Page Library app, 97wiki page, 1, 215

insert web part to, 222window, viewing, 10Windows 8, 6

cloud icon in, 162, 164using Newsfeed, 32using People app, 34

Windows Explorer. See ExplorerWindows phone, 171, 173, 188, 287, 292,

309

sharing documents, 156using Newsfeed, 32

Windows Server, 5Windows tablet, 287, 292, 309withdraw email invitation to share, 157Word, 130, 154

document, 136-137find documents, 351publish a blog post with, 269Web App, 190web-based version, 173, 188

workflowadd to a list or library app, 259approvers, add or remove, 262automating tasks with, 258cancel tasks, 262create in SharePoint Designer, 264create in Visio, 264creating, 259end the workflow, 262in surveys, 286on publishing site, 312settings, changing, 261starting manually, 260starting, 260status, checking, 262-263tasks, filtering view of, 263types of, 258use app permissions, 69using Publish button with, 331

Workflow Settings button, 259, 261, 264Workflow Task Content Type, 69Workflows button, 260Workflows feature, activating, 258working on mobile devices, 309workplace anniversary, sharing in

Newsfeed, 295

X-Y-ZYammer, 5Your Apps page, 377YouTube, copy embed code, 206, 212zoom controls, 186-187