List of Figures
Chapter 1. Leveraging the power of SharePoint
Figure 1.1. The Office Ribbon is now included in SharePoint.
Figure 1.2. Media web part, which can be embedded in SharePoint pages
Figure 1.3. In-context collaboration lets you quickly collaborate with your peers.
Figure 1.4. Ratings configured for a document library
Figure 1.5. Hello World site that we’ll use as our first example of a SharePoint site
Figure 1.6. The Site Actions menu is found on all pages of a SharePoint site. Highlighted are two key links: View All Site
Content and Site Permissions.
Figure 1.7. The All Site Content page is the hub for all content that you can use on your pages.
Figure 1.8. Site permissions groups and permission levels
Chapter 2. A deeper dive into SharePoint capabilities
Figure 2.1. SharePoint is an umbrella term, which can include one or more of the editions listed. It’s important to know what
version you have in order to understand the functionality that’s accessible to you.
Figure 2.2. Logical structure for SharePoint. This diagram displays the breakdown of components and their hierarchical relationships.
To start, users will access the World Wide Web or intranet, which connects to SharePoint servers. Hosted on those servers
will be a series of site collections broken into subsites. Anything above the dotted line will be managed by your server administrator
and networking team. This book covers the components that you can access below the dotted line.
Chapter 3. Creating sites using site and list templates
Figure 3.1. An example site that displays four web parts that each display snippets of data from the lists that compose the
Figure 3.2. Document Library functionality for an item
Figure 3.3. Document Library functionality for the library
Figure 3.4. Picture Library with context menu displaying the different options
Figure 3.5. You can select certain pictures in a Picture Library and present them in slide show format.
Figure 3.6. Example of a Picture Library slide show web part with the configuration options
Figure 3.7. Asset Library
Figure 3.8. Media web part
Figure 3.9. Announcements list with rich Silverlight editing options in action
Figure 3.10. Contacts list
Figure 3.11. Links list
Figure 3.12. Calendar list
Figure 3.13. A calendar overlay combines the events from multiple calendars and color codes them.
Figure 3.14. Example of textual format of current events
Figure 3.15. Tasks list with rich Silverlight editing options in action
Figure 3.16. Discussion Board list
Figure 3.17. Survey list with rich Silverlight editing options in action
Figure 3.18. Out-of-the-box SharePoint Foundation site template for a team site
Figure 3.19. Out-of-the-box SharePoint Foundation site template for a blank site
Figure 3.20. Out-of-the-box SharePoint Foundation site template for a Document Workspace site
Figure 3.21. Out-of-the-box SharePoint Foundation site template for a blog site, with sample data
Figure 3.22. Out-of-the-box SharePoint Foundation site template for a group work site
Figure 3.23. Out-of-the-box SharePoint Foundation site template for a Basic Meeting Workspace
Figure 3.24. Out-of-the-box SharePoint Foundation site template for a Blank Meeting Workspace
Figure 3.25. Out-of-the-box SharePoint Foundation site template for a Decision Meeting Workspace
Figure 3.26. Out-of-the-box SharePoint Foundation site template for a social meeting workspace
Figure 3.27. Out-of-the-box SharePoint Foundation site template for a Multipage Meeting Workspace
Figure 3.28. Out-of-the-box SharePoint Server site template for an Enterprise Wiki
Figure 3.29. Out-of-the-box SharePoint Server site template for a My Site host
Figure 3.30. Out-of-the-box SharePoint Server site template for a Personalization Site
Figure 3.31. Out-of-the-box SharePoint Server site template for a Publishing Site
Figure 3.32. Out-of-the-box SharePoint Server site template for a Visio Process Repository
Figure 3.33. Out-of-the-box SharePoint Server site template for a Basic Search Center
Figure 3.34. Out-of-the-box SharePoint Server site template library for an Enterprise Search Center
Figure 3.35. Out-of-the-box SharePoint Server site template for a Business Intelligence Center
Figure 3.36. Out-of-the-box SharePoint Server site template for a Document Center
Figure 3.37. Document Center enhanced features
Figure 3.38. Out-of-the-box SharePoint Server site template for a Records Center
Figure 3.39. Out-of-the-box SharePoint Server site template library for a FAST Search Center
Figure 3.40. PowerPoint Broadcast Center
Figure 3.41. Out-of-the-box SharePoint Server site template library for an Assets Web Database
Figure 3.42. Out-of-the-box SharePoint Server site template library for a Charitable Contributions Web Database
Figure 3.43. Out-of-the-box SharePoint Server site template library for a Contacts Web Database
Figure 3.44. Out-of-the-box SharePoint Server site template library for an Issues Web Database
Figure 3.45. Out-of-the-box SharePoint Server site template library for a Projects Web Database
Chapter 4. Setting up a document collaboration site
Figure 4.1. The solution that will be implemented in this chapter is based on the requirements specification and business
Figure 4.2. Uploading Selected Pictures dialog box
Figure 4.3. Quick Launch bar after the modifications have been applied
Figure 4.4. Customization options for a list in SharePoint that are available
Figure 4.5. Proposal Reviews homepage in edit mode
Figure 4.6. Web Parts options that display when you begin to customize the home-page of a site
Figure 4.7. How the web parts should be displayed after being reorganized on the page
Figure 4.8. Additional options to modify the Proposals web part are displayed to the right after selecting Edit Web Part.
Figure 4.9. Web part menu options that are available when you’re in edit mode
Figure 4.10. Proposal Reviews site with data entered into the web parts.
Figure 4.11. Proposal Reviews site with filters applied to the connected web parts
Figure 4.12. Site template options when creating a new site
Figure 4.13. Different options available for editing the page within the Ribbon
Figure 4.14. A new tab called Publish will display within the Ribbon.
Figure 4.15. Different options are available for publishing when you create a site based on the Publishing Site with Workflow
Chapter 5. Leveraging enterprise content management features
Figure 5.1. The solution that will be implemented in this chapter is based on the required specifications and business priorities.
Figure 5.2. The library with two content types: document and proposal. You can have many more if you choose.
Figure 5.3. If you look at the properties of a document identified as a proposal, you’ll see that it also requests project
start and end dates.
Figure 5.4. This screen shows a list of all the information management policy settings that you can work with.
Figure 5.5. Once you’ve associated the information management policy with the content type, all documents that are tagged
as a proposal will now show the disclaimer that notifies the user that this document will automatically delete one year after
the project completion date.
Chapter 6. Publishing information to the web
Figure 6.1. The solution that will be implemented in this chapter is based on the required specification and business priorities.
Figure 6.2. Travel Arrangements page with the discussion board added at the bottom
Figure 6.3. Survey configuration page for new questions
Figure 6.4. Survey web part to get an idea of attendance of the traveling guests
Figure 6.5. YouTube video with the options selected to get video embed code
Figure 6.6. Embedded YouTube video
Figure 6.7. Out-of-the-box template for a blog site
Figure 6.8. Post page for a blog site. Notice the commenting capabilities that are now displayed.
Figure 6.9. Final blog site after the modifications have been made
Figure 6.10. View of the homepage for an anonymous user
Figure 6.11. View of the homepage for an authenticated user
Figure 6.12. Video and Audio option that’s displayed with SharePoint Server
Figure 6.13. Media web part
Figure 6.14. Additional options for configuring the Media web part
Figure 6.15. Configured Media web part
Chapter 7. Empowering users with business intelligence
Figure 7.1. Homepage of the BI site you’ll be creating for this scenario. This displays Excel data using Excel Web Access.
Figure 7.2. Team Sales dashboard, graphically displaying employee sales and KPIs
Figure 7.3. Top Clients dashboard, graphically displaying commercial data and a subset of information from Excel
Figure 7.4. What your newly created spreadsheet should look like once you’ve
Figure 7.5. The Excel Web Access web part will appear, as shown, once configured.
Figure 7.6. This is how your data should display once you’ve made your edits to Excel.
Figure 7.7. KPIs show a status indicator so you can track employee sales and overall sales goals.
Figure 7.8. Linking Excel Web Access to a named item
Figure 7.9. Creating the Commercials item
Figure 7.10. Creating the SalesData item
Figure 7.11. Creating the Total item
Figure 7.12. Data retrieved for the Chart web part using Excel Web Services
Figure 7.13. Top Clients dashboard displaying commercial sales, and a snapshot of the worksheet information that ties each
commercial to a client
Figure 7.14. Team Sales dashboard, graphically displaying each employee’s sales and status against their quota
Chapter 8. Creating application sites with SharePoint Designer
Figure 8.1. Process map for the solution that you’re going to build. This explains the roles of the resource manager and employee.
It will help you to visualize the requirements and how the users will advance through the system.
Figure 8.2. Here I’m detailing how the employee will submit the exams that they’ve successfully completed and the process
the task will go through for validation from their manager.
Figure 8.3. Once the exam status for the employee has been validated, their name and picture will display on the site so they
can receive recognition.
Figure 8.4. SharePoint Designer 2010 has changed a lot since 2007. The numbered callouts correspond to the following explanations
of what you can do functionality-wise in each of those sections.
Figure 8.5. This is the list gallery page found in SharePoint Designer 2010. Here you can access all of your lists.
Figure 8.6. The list summary page in SharePoint Designer 2010 lets you manage settings for your list.
Figure 8.7. If you enter a hyperlink in a column and set it to display as a picture it will appear as shown in this image.
Figure 8.8. The web part is formatted to display the name with a different background color based on which exams the employee
has successfully completed.
Figure 8.9. Microsoft SharePoint Certification Club site with the two List View web parts added
Figure 8.10. Process for approving an item in a list with content approval enabled
Figure 8.11. To add a web part that’s based on an existing list, you’ll need to select it from the Ribbon, which appears once
you select Existing List from the Insert tab.
Figure 8.12. Exam Difficulty Survey web part with information entered
Figure 8.13. Configuration options for the Approval workflow
Figure 8.14. SharePoint Approval workflow in action once configured
Figure 8.15. SharePoint Server solution once implemented
Chapter 9. Collecting and managing data by integrating with InfoPath
Figure 9.1. Process map for the solution that you’re going to build. This explains the roles of the resource manager and the
project manager. It will help you to visualize what the requirements are and how the users will advance through the system.
Figure 9.2. Click the New button in the web part to initiate your form. This is what your solution will look like if you choose
to initiate the form without Forms Services, which is described in section 9.3.
Figure 9.3. Once a resource manager initiates a request for feedback, an email is generated and sent to the project manager.
The project manager will get this request and be able to open the form to fill it out.
Figure 9.4. The form will also be submitted to a SharePoint library so the resource manager can track how many requests they’ve
sent and their status. As you can see, the status for your recent request is submitted because it hasn’t been completed.
Figure 9.5. This is what the project manager will receive when they get a request for feedback. Note here that the Open Form
option will enable users to open the form from Outlook.
Figure 9.6. If the user is using Outlook 2007 or above when they open the email, it will appear as shown here, and the user
will have the ability to complete and submit it without leaving Outlook.
Figure 9.7. This example shows the scenario built out with Forms Services. To the right is the form library that you’ll create,
which will display the forms that have been sent out for feedback and returned.
Figure 9.8. Menu options for a list in SharePoint. The List Settings option is selected on the right side of the Ribbon.
Figure 9.9. Ribbon is used often when designing your form. In this image it’s displayed at the top of the page.
Figure 9.10. InfoPath form with a layout table added. This will help you to quickly format the content and get started on
Figure 9.11. InfoPath form with a layout table and section layout added. This will help you to quickly format the content
and get started on your form.
Figure 9.12. Color schemes are a quick and easy way to modify the look and feel of an InfoPath form. Here you’ve applied the
Civic color scheme.
Figure 9.13. This is the dialog box that will appear for each of the field properties associated with the drop-down list boxes.
This will help you provide additional power and logic to your controls.
Figure 9.14. To retrieve data from a SharePoint site you have to create a connection to receive data by configuring the Data
Connection Wizard. This will enable you to populate your drop-down list boxes from lists that exist in SharePoint.
Figure 9.15. The drop-down list displayed is dynamically pulling information from a list on your SharePoint site. If you were
to add new values to the SharePoint list, they’d automatically appear in the drop-down list.
Figure 9.16. This is what the filter conditions for the Employee field should look like. This will add the logic to your drop-down
controls to show only the values that are valid based on the previous selection.
Figure 9.17. Your data source so far should appear like this. Naming your fields with recognizable terms is important when
you start to build out forms that have many fields.
Figure 9.18. Your form will look like this once the controls have been added to the page. Exciting to see it in action! Was
it really that hard? No, I didn’t think so.
Figure 9.19. Once you’ve added and configured the data source, verify that your form appears like this one. Also, once you
run the form, the controls that are marked Required will now have either a red dotted line or an asterisk to denote that they’re
Figure 9.20. The rules you set up for your form load should look like these once you’ve completed them. In SharePoint 2010
the rules manager makes it easy to see all your rules in one place.
Figure 9.21. You now have the ability to click the New button in the web part to initiate your form. This step won’t be necessary
in the next section using Forms Services. Instead, you’ll display the form in the browser.
Figure 9.22. Enable browser compatibility from InfoPath to verify your design. This will ensure that you have Forms Services.
Although you may have SharePoint Server, the site that you’re implementing it on might have that feature turned off.
Figure 9.23. Step in publishing where you’ll need to enable the form to be filled out using a browser. Notice the option here
to also publish a form as a site content type. This can be useful if you need to push your template to multiple libraries.
Figure 9.24. The view of the feedback form for the resource manager to request feedback from the project manager is displayed
using InfoPath Forms Services. This enables the form to be filled out without having the client version of InfoPath installed.
Figure 9.25. Feedback site with the form displayed on the homepage using the Info-Path Form web part. This way you don’t have
to open the form on a different page. It’s automatically displayed for you when you come to the site.
Chapter 10. Reporting and web applications using Access
Figure 10.1. Process map for the solution that you’re going to build. This explains the roles of the IT team and the client.
It will help you to visualize what the requirements are and how the users will flow through the system.
Figure 10.2. Navigation form that displays the different reports at the top of the form. Links to manage the input of the
data are displayed on the right side of the form.
Figure 10.3. This reservation form captures the start and end dates for hardware reservations that are approved for the clients.
Figure 10.4. Hardware Reservations report by type in layout view. Using this view you can select boxes and move them around
and/or resize them until you get the design that you’re aiming for.
Figure 10.5. The Hardware Reservations by Type report can dynamically pull data from the three SharePoint lists and display
it as shown.
Figure 10.6. Record Management options in Access 2010 when publishing your tables using web forms
Figure 10.7. The Navigation web form will provide horizontal and vertical menu navigation to allow your end users to navigate
between the reports and web forms that you created.
Chapter 11. Pulling it all together with search, My Sites, and cross-site functionality
Figure 11.1. Example of search scope for searching the current site, all sites, or people
Figure 11.2. Example of a user selecting a document and having tagging options displayed
Figure 11.3. Example of a visual thumbnail preview
Figure 11.4. Search configurations
Figure 11.5. Options for creating a Search Center
Figure 11.6. Proposal Reviews site created in chapter 4
Figure 11.7. New Scope option in the Search Scopes settings
Figure 11.8. Creating the Proposals scope
Figure 11.9. Configuration settings for the Proposals scope
Figure 11.10. Settings for the display group
Figure 11.11. Search web parts
Figure 11.12. Advanced Search Box web part
Figure 11.13. Advanced Search Box web part properties
Figure 11.14. Proposal Reviews homepage with the advanced search box added
Figure 11.15. Activating Team Collaboration Lists, so additional options are available on the site
Figure 11.16. Creating an announcements list
Figure 11.17. Modifying the default properties for the announcements list
Figure 11.18. Content Rollup web parts
Figure 11.19. Content Rollup web part properties
Figure 11.20. Setting the content query fields
Figure 11.21. Content query in action
Figure 11.22. RSS web part settings
Figure 11.23. Microsoft SharePoint Certification Club example
Figure 11.24. Site Aggregator
Figure 11.25. Example for adding a SharePoint site using the Site Aggregator
Figure 11.26. Site Aggregator in action
Figure 11.27. Site Actions reporting options
Figure 11.28. Site Web Analytics Reports
Figure 11.29. Site Collection Web Analytics Reports
Figure 11.30. Configuring access requests
Figure 11.31. Linking access requests to an email address
Figure 11.32. Default SharePoint groups and their permission levels
Figure 11.33. Default SharePoint permission levels
Figure 11.34. Permissions that can be used for the permission levels
Figure 11.35. User profile and My Site options
Figure 11.36. Homepage of a My Site when first created
Figure 11.37. Adding a colleague
Figure 11.38. Setting your interests
Figure 11.39. Configuring the activities you follow
Figure 11.40. My Content area of a My Site
Figure 11.41. Public profile page
Appendix A. Setting up a test environment
Figure A.1. You can see the system details when you check your computer properties. You can check if you have a 64-bit operating
system and also see your current RAM.
Figure A.2. Once you’ve run through the SharePoint Products Configuration Wizard, you’ll need to run though some steps to
set up your site. The step shown here is for selecting a template.
Figure A.3. Step to set up the site permissions. At this point, leave them at the defaults and click OK.
Figure A.4. Publishing site after creation. Good job! You now have an environment to use while you learn SharePoint.
Figure A.5. How to reconfigure your web application to an alternate port
Figure A.6. Sign Up page for Office 365
Figure A.7. Admin page for your Office 365 account
Figure A.8. Site collections created for your Office 365 account
Appendix B. Creating your first site
Figure B.1. If you choose to use unique permissions when creating a site, you’ll need to create the visitors, members, and
Figure B.2. Navigation options for the top link bar and Quick Launch bar are displayed on all sites by default.
Figure B.3. SharePoint Server site creation options that you might have
Figure B.4. Publishing site with page editing toolbar displayed. This enables administrators to modify the site without impacting
the end users.