Index

■A with referential tables, 220 Access validation rules, 219–220 data formats, 215 acquiescence bias, 65 exporting data from, to SharePoint, actions, in workflows, 414–418 215–217 adding conditions to, 417–418 forms and reports adding multiple, 416–417 changing table used by form, 213 creating, 415 creating, 237–245 sending e-mail message, 415–416 controlling availability of, 252–259 Actions button, 414–416 data connection to, 365–370 Add new announcement link, 75 lists Add Web Parts dialog box, 110 copying list data to, 214–215 agenda list, 69 exporting SharePoint lists to, 211–224 Alert Me feature, 87, 193 importing SharePoint lists directly from, alerts, 55 223–224 for change notifications, 193–197 linking list data to, 214 configuring, 194–196 linking SharePoint lists to, 225–229 correcting or modifying, 196–197 offline lists within, 246–252 for list changes, 87–89 mass updates using, 227–229 turning on, 193 multivalued fields and, 230–236 All Site Content page, 72 recovering deleted records, 259–260 Allow multiple values check box, 230 replacing existing table, 212 alternative text, for images, 104 reusing saved exports, 222 Analysis Services, 318, 323–324 synchronizing data in tables, 213–214 anchor tags, 114 transfer issues, 218–224 Announcement list, 54–55 autoincrement fields, 218–219 anonymous access, 13 with duplicate lists, 220 approvals, for document versions, 48–50, with Outlook tasks, 221 128–129

507 508 ■INDEX

archival library cells defining document policy for, 471–474 changing color of, 341 record management system for, 455–477 merging, 342 atomicity, 230 splitting, 342 autoincrement fields, 218–219 See also tables field, 219 Central Administrator site, 11 AutoRecovery, frequency for, 138 central tendency bias, 65 ■B Chat tool, in Groove, 430 Basic Meeting Workspace template, 7 check boxes, 86, 344–345 Blank Meeting Workspace template, 7 Check in link, 191 Blank Site template, 5 Check-In/Check-Out feature, 36–41, 136, 268 blog sites, 156 editing web pages with, 123–126 account creation, 160–161 in Groove, 443–445 blog post creation, 159–162 linked lists and, 227 creating, 157–158 in Outlook, 188–191 defining categories for, 158–159 overriding checked-out documents, 40–41 editing, 162 choice type columns, 230, 233–234 publishing entries to, 159–162 code reusability, 375 setting permissions, 162–164 collaboration, peer-to-peer, 423–453 Blog template, 6 conflict resolution, 444 branding, 155 with external users, 445 file sharing, 435–439 ■C file synchronization, 446–450 cabinet (CAB) files, 335 protecting document changes, 443–445 calendar list, 59 setting permission for, 441–443 Calendar tool, in Groove, 432 See also Groove calendars Collaboration Portal template, 11 changing calendar items, 182 collaboration site templates, 3–6 copying and moving items between, 183 Blank Site, 5 creating new Outlook, 179 Blog, 6 deleting items from, 183–184 Document Workspace, 5 overlaying, 180–181 Team Site, 4–5 restoring deleted items, 183–184 Wiki Site, 6 synchronizing between SharePoint and Outlook, 176–184 ■INDEX 509 color depth, of images, 479 contacts lists, 55 columns deleting contacts, 173–174 adding, to synchronize with Outlook, 170 moving contacts between, 175–176 choice type, 230, 233–234 recovering deleted contacts, 174–175 content type, 410–411 synchronizing Outlook and SharePoint, 167–176 displaying form fields as, 394–395 update conflicts, 171–173 in forms, 342 Content Approval setting, 126 indexed, 97 Content Editor web part, 111–113, 115 lookup type, 230, 234 content pages multivalued adding hyperlinks to, 104 creating 230–234 adding images, 103–104 filtering, 233 adding tables to, 105 opening list with, 234, 235 adding to site, 99–101 reasons not to use, 236 copying Word documents to, 104–105 site, 82–83 customization of, 155 spacer, 342 editing, with Check-In/Check-Out, See also tables 123–126 communications lists, 53–56 placing content on, 101–106 Announcements list, 54–55 publishing, 126–129 contacts, 55 recovering from Recycle Bin, 130 discussion board list, 56 as web pages, 99 concurrency problems, 36, 140. See also web part pages, 107–119 conflict resolution See also web pages conditional formatting, of controls, 345–346 Content Query web part, 108 conditions content types adding to actions, 417–418 adding to library, 408–409 restructuring, 420–422 changing default, 409–410 in workflows, 414 creating, in Records Center, 458–462 Conditions button, 417 installing and using, 408–411 conflict resolution multiple, 398, 410–411 in Groove, 438, 444, 447–448 name and description for, 404 with linked data, 226–227 publishing form to, 403–407 update conflicts, 171–173, 250–253 setting for document library, 463–466 when working offline, 250–252 site collection, 408–411 510 ■INDEX

Contents list, 5 data sources Contribute permission level, 14 choosing type of, 367 controls, form, 343–347 for forms, 347–348 check boxes, 86, 344–345 list of available, 366 conditional formatting, 345–346 viewing external, in Excel worksheets, 305–317 properties of, 344 Data Sources task group, 347–348 reusing, 375–377 data types, 273, 344–345 custom forms, 241–244 data validation custom lists applying to form fields, 346–347 building, 77–82 of InfoPath forms, 392 exporting Excel data to, 269–275 database views, with Excel worksheets, saving as template, 71 309–311 Custom Send To Destination setting, 398 databases ■D connecting InfoPath forms to, 370–375 dashboards naming, 211 adding KPIs to, 328–332 See also Access creating, 324–332 Datasheet View defined, 324 displaying documents in, 30–32 organizing web parts in, 326–327 editing documents from, 34–35 data declarative functionality, 392 editing linked, 226–227 Decision Meeting Workspace template, 7 list, 214–215 default page, of site, 2 manual, and KPIs, 318–321 deletions, recovering from Recycle Bin, offline, 188–193, 246–252 50–51, 130, 174–175, 183–184, 259–260 synchronizing, 213–214, 249–250 Design a Form Template, 337–339, 375 Data Connection Library, 13 Design Checker, 348, 356, 392 Data Connection Wizard, 365–370 Design permission level, 14 data connections Design Task group, 339–340 building, for forms, 365–370 Controls section, 343–347 creating external, with Excel workbooks, 306–311 Data Sources section, 347–348 Designer Checker section, 348, 356, 392 layout controls, 340–343 ■INDEX 511

Detail View, of images, 492 editing, 33–36, 140–145 Discard My Changes button, 251–252 publishing to, 45–48 discussion board list, 56 saving, 140–145 Discussion tool, in Groove, 431 types, 133 Display as a Web page option, 398 uploading, 26–30 document archives. See archival library dragging and dropping files into, 32 Document Center template, 8 vs. lists, 262 document libraries, 9, 12 menu creation, 108 accessing from Groove SharePoint Files publishing to tool, 440–441 content type, 405 archival. See archival library documents, 45–48 adding, 19–21 forms, 381, 390–402 content type to, 408–409 referencing documents in, from documents to, 22–25 Office, 139 Excel workbook to, 289–290 stored as lists, 53 site columns to, 466–468 for storing web pages, 100 advanced settings, 397–399 synchronizing files between SharePoint and Groove, 446–450 alerts for changes in, 193–197 URLs for, 296 changing default template for, 23 viewing, from Windows Explorer, 136 content type Document Management panel, 144, adding, 408–409 151–154, 190–191 changing default, 409–410 document policy, 472–474 multiple, 410–411 document templates. See templates publishing to, 405 document versions. See versions setting, 463–466 Document Workspace template, 5 creating, 21, 393–394, 462–468 documents defining metadata for, 394–397 adding to library, 22–25 defining properties for, 19–20 approval status of, 46–48 documents changing sort order of, 29 adding, 22–25 checking in/out, 36–41, 136, 191, 268 checking in, 39–40 concurrency problems, 36, 140 checking out, using Outlook, 188–190 creating, 22 displaying, 154 512 ■INDEX

default properties for, 24–25 ■E displaying e-mail changing settings for, 398 alerts, 55 in Datasheet View, 30–32 configuring, 415–416 in Windows Explorer, 32 enabling, 208 editing, 33–36, 136–138, 140–145, 267 sending links in, 209 filtering, 29–30 sending to groups, 207 locking of, 35–36 sending to lists, 207–209 managing, with Document Management See also Outlook 2007 panel, 151–154 Excel metadata, 149–150 advantages of publishing, 287–288 opening from within Office, 134–139 data transfer between SharePoint and, 268 opening in browser, 398 displaying imported lists in, 264–265 publishing to document library, 45–48 exporting a list from SharePoint to, recovering from Recycle Bin, 50–51 261–269 saving to document library, 140–145 exporting data from, to custom list, 269–275 searching, 154–156 introduction of, 261 sorting/filtering, 31–32 linking list in, to SharePoint, 280–284 uploading, 26–30, 147–149 list views in, 266 workflow management, 48–50 synchronization with SharePoint, working with offline 276–280, 282–283 using Groove, 443–445 Table Tools tab, 268–271 using Outlook, 188–193 tables, exporting, 271–274 workspaces, 6, 143–145 viewing exported data from, in SharePoint .docx files, 164–165 list, 274–275 DoD 5015.2 Chapter 2 compliance, 456 Excel 2003 Domain Security level, 386 creating list in, 277 Draft Item Security setting, 126 exporting SharePoint lists to, 276–277 drafts, storage, 137 exporting worksheets, to SharePoint, Drafts folder, 190 277–279 drop-down lists, 86 synchronization and, 276–279 dual list boxes, 231 Excel 2007 duplicate lists, 220 defining tables in, 281 lack of synchronization in, 279–280 ■INDEX 513

Excel Services external data sources, viewing in Excel worksheets, 305–317 configuring, 288–289 External Service Connection, 469–471 defining parameters for Excel forms, 293–300 External Table Data group, 268–269 publishing to, 289–292, 295–300, 315–317 ■F reasons to use, 287–288 file formats viewing external data in, 312–313 allowed by Groove, 448 viewing uploaded Excel documents, 300 for images, 488 Excel Web Access web part, 301–305 Word 2007, 164–165 Excel worksheets/workbooks XML, 164–165 adding comments, 294 File in Use dialog box, 141, 152 adding to document library, 289–290 file permissions. See permissions cell names, 294–295 file sharing, in Groove, 435–439 creating external connection with, file synchronization, in Groove, 446–450 306–311 conflict resolution, 447–448 creating KPI list from, 323 management of, 449–450 defining parameters for, 292–300 scheduling, 448–449 defining table within, 270–271 status messages, 447 display options, 296–298 Files tool, in Groove, 431, 435–439 exporting metadata to, 407 adding files to, 435 formatting pivot tables to look like, 313–315 creating new file, 439 importing SharePoint lists to, 311–313 deleting files, 438 KPIs and, 318 dragging and dropping to, 435 migrating to InfoPath, 356–360 editing shared files, 437 navigating, 291–292 saving files, 439 publishing, 289–292, 295–300, 315–317 using subfolders, 436–437 refreshing, 292 Filmstrip View option, 494 viewing data from external sources in, filters, list, 96 305–317 form fields, 394–395 viewing uploaded, 300 form libraries, 12, 393 Explorer View option, 494–495 advanced settings, 397–399 export tasks, 221 publishing content type to, 405–406 Export to Spreadsheet option, 262 Form Services. See InfoPath Form Services Extensible Stylesheet Language (XLS) Form Template Conflict dialog box, 387–388 files, 335 form templates, 392 514 ■INDEX

Form Wizard, 237–238 tools, 430–450 forms. See InfoPath forms viewing and editing properties, 441–443 Forms tool, in Groove, 433–434 using subfolders, 436–437 Full Control permission level, 14, 16, 18 working with documents offline, 443–445 Full Trust security level, 386 workspace, 427–428 ■G Group By section, 96 Galleries option, 15 groups, 13–18 Gantt charts, 62–63 creating, 15 Global Links Bar, 5 defining, 18 Groove managing permissions of, 16–18 account creation, 424–426 Members, 14 adding files to, 435 Owners, 14, 16, 18 check-in/check-out of documents in, sending e-mail to, 207 443–445 site owner, 13 collaborating with external users, 445 Visitors, 13–14 conflict resolution, 438, 444, 447–448 Guest role, in Groove, 428 creating files, 439 ■H deleting files, 438 Help link icon, 5 editing files, 437 HTML (hypertext markup language) file sharing, 435–439 modifying generated, 113–114 file synchronization, 446–450 Word document converted to, 117 file types allowed by, 448 hyperlinks getting started with, 423–429 adding to content pages, 104 Guest role, 428 e-mailing, 209 inviting others to join, 427–428 using in lists, 266–268 Manager role in, 428 ■I message notification, 429 ID field, 218–219 Participant role, 428 images protecting document changes, 443–445 adding to content pages, 103–104 responding to invitations to join, 429 alt text for, 104 saving files, 439 downloading from picture library, setting permissions for SharePoint Files 487–489 folder, 441–443 file formats, 488 SharePoint Files tool, 440–441, 443–450 sending to Office application, 490–491 Synchronizer role, 446, 450–452 ■INDEX 515

size, 479, 491 Design View, 240–241 tracking versions of, 478 display settings for, 398 uploading error checking, 348, 356 to picture library, 103–104 example, 349–353 to slide library, from PowerPoint, interface, 337–338 499–504 layout controls, 340–343 viewing migrating in picture library, 492–496 Excel workbooks to, 356–360 in slide show, 496 Word forms to, 354–356 Import Data dialog box, 264 naming, 238,–239 Import Wizard, 355–357 publishing indexed columns, 97 to a content type, 403–407 InfoPath to document libraries, 390–402 defining views, 360–365 to network file share, 381–389 files used by, 335 to network location, 384–386 interface, 337–338 to SharePoint library, 381 introduction to, 335–336 to SharePoint server, 390–394 reasons to use, 336–337 query section of, 371, 374–375 XSN files, 335 reasons to use, 336–337 InfoPath forms reusing, with template parts, 375–379 adding workflows to, 335 saving data from, 401–402 browser-compatibility of, 339 saving, 238–239, 388–389 building custom workflows for, 411–422 security levels for, 385–386 connecting to data, 370–375 server-based, 387 controlling availability of, 252–259 Split Form, 239–241 controls for, 343–347, 375–377 subforms, 241–244 creating Access, from lists, 237–245 submit options for, 400 creating simple, 338–353 templates for, 338–339 custom, 241–244 using published, 387–400 data connections for, 365–370 validating, 392 data sources for, 347–348 XML files generated from, 389 data validation rules for, 346–347 InfoPath Forms Services, 381, 390–402 declarative functionality, 392 InfoPath Forms tool, in Groove, 434 defining rules for, 347 information access, 2 defining views for, 360–365 516 ■INDEX

Information Rights Management (IRM), 434 linked data, editing, 226–227 Initiation button, 413 links Internet Explorer 7.0, adding RSS feed to, adding to content pages, 104 198–200 e-mailing, 209 IQY files, 262–264 using lists in, 266–268 issue tracking list, 63–64, 185 links list, 57–58, 154 Issue Tracking tool, 432 list data, 214–215 ■K list views Key Performance Indicators (KPIs), 70 changing, 60 adding to dashboard, 328–332 default, 80, 95 introduction to, 317–324 defining, 93–95 list creation, 318–324 deleting, 93 from Analysis Services, 323–324 filtered, 96–97 from Excel workbook, 323 for mobile devices, 97 with manual data, 319–321 lists using SharePoint list, 321 adding columns to, 78–79 types of, 318 adding items to, 75–76, 81–82 ■L alerts for changes to, 87–89 Languages and Translators list, 70 built-in types, 53–70 layout controls, 340–343 choices in, 86 libraries contacts, 55, 167–176 displaying, using web parts, 118–119 creating, 70–75 form, 12, 393, 397–399, 405–406 creating Access forms and reports from, 237–245 picture, 477–496 custom, 71, 77–82, 269–75 records management, 455–477 defining master-detail relationships sending e-mail to, 207–208 between, 119–122 slide library, 496–505 defining views for, 93–95 types, 11-13 display options in Excel, 264–265 See also document libraries displaying, using web parts, 118–119 Likert scale, 65 drop-down, 86 Limited Access level permissions, 16 duplicate, 220 Link to data on the SharePoint site editing linked, 226–227 option, 235 ■INDEX 517

exporting ■M to Access, 211–224 Main Content area, 5 from Excel to custom, 269–275 Manager role, in Groove, 428 to Excel, 261–269, 276–277 manual data, KPIs and, 318–321 transfer issues, 218–224 mapped drive letter, 384 hyperlinks in, 266–268 mass updates, using Access, 227–229 importing master pages, customization of, 155 SharePoint to Excel, 311–313 master-detail relationships, 119–122 from Access, 223–224 Meeting templates, 6–8 issue tracking, 63–64, 185 Meetings tool, 432–433 KPI, 70, 317–324 Members group, 14 Languages and Translators, 70 menus, for document libraries, 108 vs. libraries, 262 message status indicators, 26 limits on, 80 metadata linking, 225–229, 280–284 defined, 145 mass updates to, using Access, 227–229 defining for document library, 394–397 modifying columns in, 83–87 editing, 227 MOSS 2007, 70 exporting to Excel, 407 multivalued fields in, 230–236 mass updates to, 227–229 naming, 77 uploading existing documents and, 147–149 offline, within Access, 246–252 using, with document information panel, recovering deleted records, 259–260 146–147 removing items from, 211 working with document, 149–150 RSS feeds for, 89–93 Access. See Access sending e-mail to, 207–209 . See Excel site columns, 82–83 applications sorting and filtering, 96–97 opening SharePoint document from tasks, 60–61, 154, 184–188 within, 134–139 templates for, 70–74 sending images to, 490–491 tracking, 57–68 See also specific applications use of, 53 , 133–134 Look and Feel option, 15 , 133–134 lookup column type, 230, 234 Microsoft Office Excel Security Notice dialog lookup tables, 230, 235 box, 263 518 ■INDEX

Microsoft Office Excel Web Query File, working with 262–264 in Access, 246–252 Microsoft Office Picture Manager. See Picture in Groove, 443–445 Manager in Outlook, 188–193 . See Outlook online mode, returning to, 249–250 Microsoft PowerPoint. See PowerPoint Open in Browser button, 269 Microsoft SharePoint Server 2007 (MOSS 2007), 3, 8–11, 70. See also SharePoint option button control, 344–345 . See Word 2007 Outlook 2003, 167 Modify Shared Web Part option, 328 Outlook 2007 Move to SharePoint Site Issues table, 218 adding RSS feed to, 201–204 mover boxes, 231 adding tasks lists to, 185–187 Multipage Meeting Workspace template, 8 calendar synchronization, 176–184 multivalued fields creating new calendar, 179 creating, 230–234 e-mailing links, 209 in lists, 230–236 integration of, 167 schema for, 236 Office files preview feature, 190 My Network Places folder, 134 RSS reader, 198–206 ■N sending e-mail to lists, 207–209 sending image to, 490–491 Name Manager button, 295 synchronizing contacts lists, 167–176 Navigation Bar, 5 tasks, 217 network file share editing, 187–188 defined, 381 for exporting Access data, 221 publishing InfoPath forms to, 381–389 synchronization, 184–188 News Site template, 11 working with offline content in, 188–193 Notepad tool, in Groove, 431 See also e-mail ■O Owners group, 14, 16, 18 object types, 3 ■ objects, 3 P page title bar, modifying, 108–110 Office applications. See Microsoft Office applications pages. See content pages; web pages offline data paging controls, for viewing Excel worksheets, 291 conflict resolution, 250–252 Participant role, in Groove, 428 editing options, 138 performance issues, 80 synchronizing changes to, 249–250 ■INDEX 519

Permission Levels option, 16 PowerPoint permissions copying slides to, from slide library, 504–505 adding new levels, 16–18 uploading pictures from, to slide library, assign level to users, 14–15 499–504 for blogs, 162–164 primary keys, 219, 371 Contribute level, 14 project tasks list, 61–62 Design level, 14 Properties button, Excel, 269 Full Control level, 14–18 Publishing Portal template, 11 in Groove, 441–443 Publishing Site template, 10 Limited Access Level, 16 Publishing Site with Workflow template, 10 managing, 16–18 publishing sites, 9–11 Read level, 13–14 Publishing Wizard, 383–384, 390 Personalization Site template, 9 PUBS database for SQL Server 2005, 306 picture libraries ■Q adding to Quick Launch area, 478 queries creating, 477–496 creating, 228 downloading images from, 487–489 of databases, for forms, 371, 373–375 folder structure, 479–480 Quick Launch menu, 5, 478, 497 previewing pictures, with Picture Manager, 483–486 ■R sending images to Office application, radio buttons, 86 490–491 Read permission level, 13–14 uploading images to, 103–104, 481–483, record routing rules, 474–475 486–487 records viewing pictures in, 492–496 recovering deleted, 259–260 Picture Library, 12 viewing modified, 248 Picture Manager, 479 Records Center template, 8, 455 previewing pictures with, 483–486 records management system (Records uploading pictures using, 481–483 Center), 9, 455–477 pictures. See images archival library creation, 471–474 Pictures tool, in Groove, 430 archiving documents in, 475–477 pivot tables, 312–315 creating, 468 policy definition, creating, 472–474 520 ■INDEX

creating content type for documents, RSS feeds 458–462 adding to Internet Explorer, 198–200 document library creation, 462–468 adding to Outlook, 201–204 external service connection for, 469–471 creating, for lists, 89–93 site column creation, 456–458 deleting items from, 204–205 record routing instructions for, 474–475 subscribing to, 198–206 sending documents to, 475–477 viewing list items not in, 205–206 uses of, 456 RSS reader, in Outlook, 198–206 Recycle Bin ■S recovering deleted items from, 50–51, 130, 183–184, 259–260 saved exports, reusing, 222 restoring contacts from, 174–175 Search Center site template, 8 settings for, 130, 174 Search Center with Tabs site template, 9 referential tables, issues with Search feature, 5, 154–156 transferring, 220 security levels, for InfoPath forms, 385–386 Refresh button, Excel, 268, 275 server-based forms, security warnings relational databases, 219 for, 387 Report Center Shared Documents library, 19, 22 dashboards and, 324–332 accessing from Groove SharePoint Files tool, 440–441 KPIs and, 317–324 uploading documents to, 26–30 site template, 9 SharePoint administrator, 13 working with, 317 SharePoint Designer, 155, 411–422 Report Library, 13 SharePoint documents. See documents reports SharePoint Drafts folder, 137 controlling availability of, 252–259 SharePoint Files tool, 434, 440–450 creating Access, from lists, 237–245 SharePoint libraries. See document libraries; Resolve Conflicts dialog box, 251 libraries Restricted Security level, 385–386 SharePoint lists. See lists Retry All My Changes button, 252 SharePoint sites. See sites Retry My Changes button, 252 Site Actions menu, 5, 15 Reviewing Pane button, 153 Site Administration option, 15 Rich Text Editor, 101–106 Site Collection Administration option, 15 ■INDEX 521 site collection content types. including in Quick Launch menu, 497 See content types performing actions on slides in, 502–504 site collections, 2–3 uploading pictures to, from PowerPoint, site columns, 82–83 499–504 site content type, 403–407 viewing slides, 501–502 Site Directory template, 9 Slide Library, 13 site members, adding new, 154 social desirability bias, 65 site owner group, 13 Social Meeting Workspace template, 7 Site Settings page, 15–16 Source Editor, viewing HTML in, 114 sites spacer columns, 342 adding content pages to, 99–101 Split Form, 239–241 anonymous access to, 13 SQL 2000 PUBS database, 306 changing appearance of, 155 SQL databases, 3, 365–370 configuring for automatic check-out of SQL Server 2005 Analysis Services, 318, pages, 124 323–324 creating, 2–3 SQL Server Express, 3 customizing, 15–16 SQL statements, 213 default page, 2 Standard View Enterprise, 8–9 checking out document in, 37–38 hierarchy of, 2 editing Word documents from, 33–34 publishing pages to, 126–129 subforms, 241–244 publishing, 9–11 Submit command, 400 searching, 154–156 Submit Options dialog box, 400 templates, 3–11 subsites, 2 upload limits for, 28 survey list, 64–68 Sketchpad tool, in Groove, 431 synchronization slide libraries, 496–505 add-in, for Excel, 280 copying slides from, to PowerPoint, with Excel, 276–280, 282–283 504–505 file, 446–450 creating, 497–498 with Outlook, 176–188 defining metadata for, 498 Synchronizer role, in Groove, 446, 450–452 folder structure for, 498–499 522 ■INDEX

■T creating lists based on, 70–75 table borders, changing color/style of, 342 dashboard, 325–326 Table Tools tab, 268–271 document, 21 tables Enterprise, 8–9 adding to content pages, 105 library, 11–13 cells meeting, 6–8 changing color of, 341 of object types, 3 merging, 342 publishing sites, 9–11 splitting, 342 web page, 74 defining, with Excel worksheet, 270–271 text formatting features, 101–102 exporting Excel, 271–274 themes, changing, 155 laying out form, 340–343 thread view, of discussion board list, 56 linking, with multivalued fields, 236 Thumbnails View option, 492–493 lookup, 230, 235 Title area, 5 number of columns in, 342 title bars, page, 108–110 parent-child relationships between, 241 tracking lists, 57–68 pivot, 312–315 agenda list, 69 primary keys, 219 calendar list, 59 referential, 220 issue tracking list, 63–64 task synchronization, between SharePoint links list, 57–58 and Outlook, 184–188 project tasks list, 61–62 tasks, creating Outlook, 217 survey list, 64–68 tasks lists, 60–61, 154 tasks list, 60–61 adding to Outlook, 185–187 Translation Management library, 12 approval process for, 187–188 ■U editing, from Outlook, 187–188 Unlink button, Excel, 269 uses of, 184 update conflicts Team Site template, 4–5 in Access tables, 250–252 template parts, for reusing forms, 375–379 in contacts lists, 171–173 templates URLs, for document libraries, 296 changing default, for document library, 23 user interface, InfoPath, 337–338 collaboration site, 3–6 Users and Permissions option, 15 ■INDEX 523

■V ■W validation rules web pages, for form fields, 346–347 adding hyperlinks to, 104 transfer issues and, 219–220 adding images to, 103–104 Variables button, 413 automatic check-out of, 124 Version History option, 41–42 copying content from Word documents, 117 version numbers, 40, 126 creating, 99–101 Versioning settings, 48–49 editing, with Check-Out/Check-In, versionless mode, 126 123–126 versions including Excel documents in, 301–305 adding comments to, 128 naming, 107 approval for, 128–129 opening in new window, 113–114 Groove and, 443–445 placing content on, 101–106 history of, 130 publishing, 126–129 picture, 478 recovering, from Recycle Bin, 130 promoting prior version to current, 43–44 retrieving from backup, 127 publishing, 45–47, 126–127 SharePoint sites as, 73 resynching, after editing offline, 191–193 templates for, 74 retrieving from backup, 127 versions of, 124–126, 130 tracking, 41–42, 126 web part pages of web pages, 124–126, 130 adding content to, 111–113 View Properties dialog box, 360–362 adding functionality to, 107–117 views adding to web part zones, 110–111 adding columns to, 25 adjusting appearance of, 115–116 database, 309–311 creating, 107–108 defining InfoPath, 360–365 editing properties of, 118 for form properties, 360–362 modifying generated HTML, 113–114 generating second, 362–365 page title bar, 108–110 list, 60, 80, 93–97, 266 web part zones, 5 Views task panel, 362 adding web parts to, 110–111, 326–327 Visio Pivot Diagrams, 268 displaying libraries and lists using, Visitors group, 13, 14 118–119 Vista, references to sites visited in, 135–136 524 ■INDEX

web parts editing, 33–34, 140–145 adding to web part zones, 110–111, saving, 142–145 326–327 searching, 154–156 Content Editor, 111–115 See also documents Content Query, 108 Word forms, migrating to InfoPath, 354–356 Excel Web Access, 301–305 workflows web servers, image location and, 103–104 actions in, 414–418 web services, 339 adding steps to, 418–420 web-enabled forms adding to forms, 335 controls for, 343–344 building (example), 412–414 error checking, 348 configuring e-mail message, 415–416 Welcome menu, 5 custom, for InfoPath forms, 411–422 Wiki Page Library, 12 defined, 411–412 Wiki Site template, 6 defining details, 414–415 Windows Explorer managing document, 48–50 displaying documents in, 32 rearranging steps in, 420 opening SharePoint document from, restructuring conditions in, 420–422 135–136 saving, 421 uploading pictures using, 486–487 variables for, 413 Windows SharePoint Services (WSS), 3. See also SharePoint working with, 10 Windows Workflow Foundation, 335 working offline, 247–248, 250–252. See also offline data Word 2007 workspaces, 6, 143–145 compatibility with, 24 creating blog posts with, 159–162 ■X default file format, 164–165 XLSB files, 289 opening SharePoint document from, 137 XLSX files, 289 Word documents XML (Extensible Markup Language), 335 2003 vs. 2007, 29 XML files, 164–165, 389 copy and pasting text from, 117 XML Schema Definition (XSD) files, 335 copying text from, 104–105 XSL Transformation (XSLT) files, 335 XSN files, 335