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SharePoint 2013 How-To Need fast, reliable, easy-to-implement solutions for SharePoint 2013? This book delivers exactly what you're looking for: step-by-step help and guidance with the tasks that users, authors, content managers, and site managers perform most often. Fully updated to reflect SharePoint 2013's latest improvements and fluid new design, it covers everything from lists and views to social networking, workflows, and security. The industry's most focused SharePoint resource, SharePoint 2013 How-To provides all the answers you need-now! Ishai Sagi is a SharePoint developer and architect who provides solutions through his company, Extelligent Design, which is Canberra, Australia's leading SharePoint consultancy. Sagi has worked with SharePoint since it was introduced in 2001. Honored four times by Microsoft as a Microsoft Office SharePoint Server MVP, he has trained many end users, administrators, and developers in using SharePoint or developing solutions for it. He leads Canberra's SharePoint user group and has spoken at Microsoft conferences around the world. He hosts the popular blog Sharepoint Tips and Tricks (www.sharepoint-tips.com), and authored SharePoint 2010 How-To. Fast, Accurate, and Easy-to-Use! ? Quickly review essential SharePoint terminology and concepts ? Master SharePoint 2013's revamped interface for Windows PCs, Surface, and smartphones ? Run SharePoint in the cloud with Microsoft Office 365 and SkyDrive ? Find, log on to, and navigate SharePoint sites ? Create, manage, and use list items, documents, and forms ? Alert yourself to new or changed content ? Use views to work with content more efficiently ? Leverage SharePoint 2013's revamped search capabilities ? Organize content with lists, document libraries, and templates ? Use powerful social networking features, including tagging, NewsFeed updates, and microblogging ? Author and edit each type of SharePoint page ? Build flexible navigation hierarchies with Managed Metadata ? Systematically manage site security and content access ? Control permissions more effectively with the Permissions Page ? Create and track workflows, and integrate them with lists or libraries ? Customize a site's appearance, settings, and behavior ? Create new Office 365 private and public site collections
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Table of Contents

Introduction 1 Overview of This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 How to Benefit from This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Ways to Continue Expanding Your Knowledge . . . . . . .. . . . . . . . . . 3 Part I: Solutions for Readers 1 About Microsoft SharePoint 2013 5 What Is Microsoft SharePoint 2013? . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 6 What Is the Difference Between SPF, SharePoint Server, and SharePoint 365? . . . . .. . . . 8 How to Tell Whether a Site Is Based on SPF, SharePoint Server, or SharePoint on Office 365 . . . . . 8 What Is a Site? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 What Is a Personal Site? . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 11 What Are SkyDrive and SkyDrive Pro? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 What Is a Ribbon? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 What Are Apps? . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 What Is a List? . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 What Is an External List? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 What Is a Document Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 What Is a Wiki Page Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 What Is a Form Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 What Is an Asset Library? . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . 16 What Is a Picture Library? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 What Is a View? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 What Are Web Parts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 What Are Alerts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 What Is a Site Column? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 What Is a Content Type? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 What Is Tagging? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 What Is Managed Metadata? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 What Are Versions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 What Does Check-in/Check-out Mean? . . . . . . . . . . . . . . . . . . . . . 29 What Is a Workflow? . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 30 What Are Catalogs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 31 2 Finding Your Way Around a SharePoint Site 33 Get to a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Sign Out of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. .. . . . . 35 Use the Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Change Language and Regional Settings . . . . . . . . . . . . . . . . .. . . . . 40 Change Settings Only for Current Site . . . . . . . . . . .. . . . . . . . . . . . 41 Change Settings for Entire Environment . . . . . . . . . . . . . . . . . . . 42 Regional Settings You Can Change . . . . . . . . . . . . . . . . . . . . . . . 42 Navigate Through a SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . 43 Use the Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 45 Use the Top Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 46 Use the Breadcrumbs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Use the Navigate Up Breadcrumbs . . . . . . . . . . . . . . . . 47 Follow a SharePoint Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 48 3 Solutions Regarding Files, Documents, List Items, and Forms 51 See What Lists and Document Libraries Are in a Site . . . . . . . . .. . . . . . . 52 Use Direct Links in the Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . 52 View All Lists and Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Open a Document for Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 View Properties of a Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Using the Files Ribbon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Using a Context Popup Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Send a Link to a File or a Library by E-mail . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Tag a Document, List Item, or Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Tag an External Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 View/Add Notes to a Document or List Item . . . . . . . . . . . . . . . . . . .. . . . . . . . . 62 View Past Versions of Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 View Properties of a List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 View a Microsoft InfoPath Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Change Sorting and Filtering of a List or Library . . . . . . . . . . . . . . . . . 66 Sort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 67 Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Switch List Views in Lists and Libraries . . . . . . . . . . . . . . . .. . . . . . . . 67 Switch to the Quick Edit View . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 70 Use Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 71 Create an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 71 Modify or Remove an Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Manage My Alerts in a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Export the Contents of a List to Microsoft Excel . . . . . . . . . . . . . . 75 4 Searching in SharePoint 79 Search for Documents and List Items . . . . . . . . . . . . . . . . . . . . . . . . . 80 Searching for a File or List Item Within a Specific List or Library . . . 80 Searching for a File or List Item in the Entire SharePoint Environment . . . .. . . . . . . 80 Search Using the Search Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Use the Advanced Search (in SharePoint Server) . . . . . . . . .. . . . . . . . . . . 85 Search for People (in SharePoint Server) . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 5 Social Networking, Personal Sites, and Personal Details in SharePoint Server 91 Get Started with Social Features . . . . . . . . . . . . . . . .. . . . . . . . . . . 92 Use Microblogging to Let Others Know What You Are Doing or Thinking . . . . . .. . . . . . . . . . . . . . 94 Follow Colleagues to See What They Are Posting . . . . . . . . . . . . . . . . . . . . . . . . 95 Manage Tags and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96 Add, Edit, and Remove Notes on the Notes Board . . . . . . . . . . . . . . . . 98 View Sites You Are Following . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . 98 Edit Your Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Manage Newsfeed Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Manage Followed Hashtags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Manage Email Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Manage What Information You Share . . . . . . . . . . . . . . . . . . . . . . . . 101 Create a Blog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Use SkyDrive Pro to Share a Document . . . . . . . . . . . . . . . . . . . . . . 102 Part II: Solutions for Authors and Content Managers 6 Creating and Managing Files, List Items, and Forms in SharePoint 103 Upload a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Upload a File from the Web Interface . . . . . . . . . . . . . . . . . . . . . . 104 Upload a File from an Office Application . . . . . . . . . . . . . . . . . . 107 Upload a File Using Web Folders . . . . . . . . . . . . . . . . . . . . . . . . . . 111 Upload a Picture to a Picture Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Create a New Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Create a New List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 114 Fill a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 117 Add a Document Library to Microsoft Office . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Delete a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 120 Recover a Deleted File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Edit the Properties of a File or List Item . . . . . . . . . . . . . . . . . . . . . 123 Use the Quick Edit View to Add, Edit, or Delete Items and Files . . . . . . . . . . . 127 Switch to Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 128 Add a List Item Using Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Add Multiple List Items from Microsoft Excel by Using Quick Edit View . . . . . .. . . . . . . . 129 Check In and Check Out a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . 130 Publish a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Restore an Earlier Version of a File or List Item . . . . . . . . . . . . . .. . . . . 134 Approve or Reject a File or List Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 See What Files or List Items Are Waiting for Your Approval . . . . . . . . . . . . . . 136 Synchronize a Library or Folder Using SkyDrive Pro . . . . . . . . . .. . . . . . . . 137 Managing Synchronized Files . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 138 Managing Synchronized Folders . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 139 7 Creating Lists and Document Libraries 141 Open Your Apps Page to Create Lists and Libraries . . . . . . .. . . . . . . . 142 Create a New Document Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Create a New Folder in a Document Library . . . . . . . . . . .. . . . . . . . . . 147 Create a New List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Create a New Survey . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . 149 Add a Column to a List or Document Library . . . . . . . . . . . . . . . . . . . . . . . . . 150 Add a Site Column to a List or Document Library . . . . . . . . . . . . . . . . . . 152 Choose a Default Value for a Column . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 153 Enforce Unique Values on a Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Enforce Custom Validation on a Column . . . . . . . . . .. . . . . . . . . . . . . . . . 154 Choose a Column Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Single Line of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Multiple Lines of Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Choice Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161 Number (1, 1.0, 100) . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . 163 Currency ($, Y, EURO) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164 Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 165 Lookup (Information Already on This Site) . . . . . . . . . . . . . . . . . . . . 166 Yes/No (Check Box) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Person or Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Hyperlink or Picture . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 170 Calculated (Calculation Based on Other Columns) . . . . . . . . . . . . . . . . . 171 Rating Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Page Separator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174 Managed Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176 Enforce Custom Validation on a List or Library . . . . . . . . . . . . . . 180 Change or Remove a Column in a List or Document Library . . . . . . . . . 181 Change the Order of Columns in a List or Document Library . . . . . . . .. . . 182 Branching in Surveys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Rename a List or Document Library or Change Its Description . . . . . . . 185 Change the Versioning Settings for a List or Document Library . . . . . . . . 186 Set the Versioning Settings for a List . . . . . . . . . . . . . . . . . . . . . . . . . 186 Set the Versioning Settings for a Document Library . . . . . . . . .. . . . . 187 Change the Document Template for the New Button in a Document Library . . . . . . . . . 188 Add a Content Type to a List or Document Library . . . . . . . . . . . . . . . . . . . . 190 Remove a Content Type from a List or Document Library . . . . .. . . . . 191 Enable or Disable Folders in a List or Document Library . . . . . . . . . . . 193 Configure Metadata Navigation in a List or Document Library . . . . . . . . . . . 193 Configure Navigation Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Configure Key Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196 Configure Automatic Column Indexing for This List . . . . . . . . . . . . . . . . . . . . . 196 8 Creating List Views 197 Create a Personal or Public View for a List or Library . . . . . . . . . . . . . 198 Create a Standard View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Select Whether a View Is a Default View . . . . . . . . . . . . . . . . . . . . .. . . 200 Select Whether a View Is a Personal View or Public View . . . . . . . . . . . . 200 Create a Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200 Create a Gantt View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 Create a Quick Edit View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . 204 Specify Columns for a View to Display . . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Specify Columns for a Standard View or a Datasheet View . . . . . . . . . 205 Specify Columns for a Calendar View . . . . . . . . . . . . . . . . . .. . . . . . 205 Specify Columns for a Gantt View . . . . . . . . . . . . . . . . . . . . . . . . . . 205 Specify the Order of the Columns in a View . . . . . . . . . . . . . . . . . . . . . . . . 206 Specify How Items in a View Are Sorted . . . . . . . . . . . . . . . . . . . . . . . . . 206 Specify How Items in a View Are Filtered . . . . . . . . . . . . . . . . . . . . . . . . 208 Specify How Items in a View Are Grouped . . . . . . . . . . . . . . . . . . . . . . . . . 212 Specify Totals for a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Specify a Different Item Style for a View . . . . . . . . . . . . . . . . . . . . . . 217 Specify How Folders Will Be Used in a View . . . . . . . . . . . . . . . . . . . . 219 Specify the Item Limit for a View . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 220 Enable or Disable Selecting Multiple Items in a View . . . . . . . . . . . . . . .. . . . . . 222 Create Mobile Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Modify a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224 Delete a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226 9 Authoring Pages 227 Create a New Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228 The Differences Between Different Types of Pages . . . . . . . . . . . . . . . . . . . . . 230 Create a New Wiki Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Create a New Web Part Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232 Create a New Publishing Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Edit the Properties of a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Edit Properties of a Wiki Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 Edit Properties of a Web Part Page. . . . . . . . . . . . . . . . . . . . . 236 Edit Properties of a Publishing Page . . . . . . . . . . . . . . .. . . . . . 236 Change the Page Layout of a Publishing Page . . . . . . . .. . . . . . . . . . . . 237 Edit the Contents of a Page . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 238 Use the Text Editing Control in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Edit and Format Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Add a Hyperlink. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240 Add and Edit a Picture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Use a Picture from Your Computer . . . . . . . . . . . . . . . . . . . . . . 244 Use a Picture Using an Address . . . . . . . . . . . . . . . . . . . . . 244 Use a Picture from SharePoint Server . . . . . . . . . . . . . 244 Add and Edit a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245 Use Wiki Syntax to Link to Existing Content and Create Pages . . . . . . . . 247 Linking to Existing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247 Creating New Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249 Use the Picture Editing Control in a Page . . . . . . . . . . .. . . . . . . . . . . . . 249 Add a Web Part or an App . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 251 Add a Web Part to a Text Editor Control . . . . . . . . . . . . . . . . . . 251 Add a Web Part to a Web Part Zone . . . . . . . . . . . . . . . . . . . . . . . 252 Choose a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252 Use Built-in Web Parts. . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 252 Use the App Part (List View) Web Part . . . . . . . . . . . . . . . . . . . 253 Use the Content Editor Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Use the Image Viewer Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254 Use the Media Web Part in SharePoint Server . . . . . . . . . . . . . 255 Use the Content Query Web Part in SharePoint Server . . . . . .. . . 257 Modify a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260 Modify a Web Part's Title . . . . . . . . . . . . . . . . . .. . . . . . . . 261 Modify a Web Part's Title Bar and Border Settings . . . . . . . . . . . . 261 Modify or Remove the Link for the Web Part's Title . . . . . . . . . . . 262 Move a Web Part in a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262 Reuse a Web Part (Export/Import) . . . . . . . . . . . . . . . . . .. . . . . . . . . 263 Export a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . 263 Import a Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 264 Publish a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265 Discard the Check-out of a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267 Compare Versions of a Page . . . . . . . . . . . . . . . . . . . . . . . . . 268 10 Managing Security 269 See What Permissions Are Set . . . . . . . . . . . . . . . . . . . . . . . . . . . 270 Check Permissions on Files and List Items . . . . . . . . . . . . . . . 270 Check Permissions on Lists and Libraries . . . . . . . . . . . . . . . . 271 Read the Permissions Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271 Check the Permissions for a Specific User or Group . . . . . . . . . 272 Grant Permissions to a File or List Item . . . . . . . . . . . . . . . . . . . . . 273 Using the Share Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274 Using the Invite People Link. . . . . . . . . . . . . . . . . . . . . . . . . . 274 Using the Permissions Page . . . . . . . . . . . . . . . . . . . . . . . . . . . 274 Change a User's or Group's Permissions on a File or List Item . . . . . . 278 Grant Permissions on a List or Library . . . . . . . . . . . . . . . . . . . . . . . . . . 279 Change a User's Permissions on a List or Library . . . . . . . . . . . . . 279 See Who Is a Member of a SharePoint Group . . . . . . . . . . . . . . 279 11 Workflows 283 Start a Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284 Track the Progress of a Workflow . . . . . . . . . . . . . . . . . . .. . . . . . 286 Associate a Workflow with a List or Library . . . . . . . . . . . . 288 Part III: Solutions for Site Managers 12 Creating Subsites 293 Create a Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . 294 Create a Team Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297 Create an Enterprise Wiki Site in SharePoint Server . . . . . . . . . . . . . . . . . . 297 Create a Blog Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298 13 Customizing a SharePoint Site 299 Open the Site Settings Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300 Change the Name, Description, Icon, or URL of a Site . . . . . . . . . . . . . . . . . . . . . . . . . 302 Change the Look of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 303 Change the Home Page of a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305 Modify the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305 Modify the Top or Left Navigation Bar in a Non-Publishing Site . . . . 306 Modify the Top or Left Navigation Bar in a Publishing Site . . . . . . . . . . 307 Use Structural Navigation to Add a Link to the Top or Left Navigation Bar . . .. . . . . 308 Add a Heading to the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . 309 Edit a Link or a Heading in the Top or Left Navigation Bar . . . . . . . . . . 309 Remove a Link from the Top or Left Navigation Bar . . . . . . . . . . . . . . . . . . . . 309 Change Which Heading a Link Is Under . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309 Use Managed Metadata Navigation in a Publishing Site . . . . . . . . . . . . . . . . . . . . . . 310 Choosing a Term Set for Navigation in a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 Editing a Term Set for Navigation in a Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311 Configuring a Friendly URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313 Create a Site Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 314 Create a Content Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315 Modify a Content Type. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 14 Managing Site Security 321 Get to a Site's Permission Management Page . . . . . . . . . . . . . . . . . . . . . . . . . 322 Get to a Site's People and Groups Settings Page. . . . . . . . . . . . . . . . . . . . . . . 324 Check What Permissions a User or a Group Has on a Site . . . . . . . . . 324 Assign Users' Permissions on a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 Add or Remove Users in a SharePoint Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326 Add Users' Permissions Directly to or Remove Them from a Site . . . . . . . . . .. . 327 Change Permissions of Users or SharePoint Groups in a Site . . . . . 328 Create a SharePoint Group for a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 329 Edit a SharePoint Group's Settings . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . 330 Create Permission Levels for a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332 Part IV: Solutions for Office 365 Managers 15 Managing an Office 365 SharePoint Site 335 Sign In to Office 365 SharePoint Administrator Console . . . . . . . . .. . . 336 Create a New Private Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . 338 Create a New Public Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . 341 Part V: Appendixes A Common Keyboard Shortcuts 345 Using Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . 345 Keyboard Shortcuts for Anyone Using a SharePoint Site . . . . . . . . . . . . . 345 Keyboard Shortcuts for Authors and Editors . . . . . . . . . . . . . . . . . . . . . . . . 346 B Useful Links 349 Useful Links for Anyone Using a SharePoint Site . . . . . . . . . . . . . . . . .. . . 349 Useful Links for Authors and Editors . . . . . . . . . . . . . . . . . . .. . . . . . . . . . 350 Useful Links for Site Managers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350 Index 351

About the Author

Ishai Sagi is a Microsoft SharePoint expert who has been working on Microsoft SharePoint products since its initial release in 2001. Since then, Ishai has trained numerous end users, administrators, and developers in using Microsoft SharePoint and in developing solutions on the platform. Ishai is a regular speaker and an "ask the experts" panelist at Microsoft conferences around the world, including the United States, Australia, Europe, and Israel. Ishai is managing a SharePoint user group in Canberra, Australia-speaking about Microsoft SharePoint in free, open-to-the-public events every month. For his effort and contribution to the Microsoft SharePoint community, Ishai has received the Microsoft Most Valuable Professional award (MVP) in 2007 through 2013. Ishai owns his own company, Extelligent Design (www.ExtelligentDesign.com), which is based in Australia and provides training, consulting, and custom development and sells products and solutions for Microsoft SharePoint. He is also the author of a SharePoint blog aimed at developers who want to develop code solutions for Microsoft SharePoint at www.sharepoint-tips.com.

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