Wrox.Microsoft.Sharepoint.2007.For

Total Page:16

File Type:pdf, Size:1020Kb

Wrox.Microsoft.Sharepoint.2007.For Wrox Programmer to ProgrammerTM Microsoft® SharePoint® 2007 for Office 2007 Users Get your team working together using SharePoint’s collaboration tools Martin W. P. Reid Updates and Wrox technical support at www.wrox.com ffirs.indd ii 3/30/09 10:21:31 AM Microsoft® SharePoint® 2007 for Office 2007 Users Introduction xxiii Part I: Microsoft SharePoint Server 2007 Chapter 1: Microsoft Office SharePoint Services 2007 (MOSS) ........................5 Chapter 2: Sites and Workspaces .................................................................27 Chapter 3: Lists and Libraries .......................................................................57 Chapter 4: Web Parts .................................................................................101 Chapter 5: SharePoint and You ...................................................................135 Part II: From Desktop to Internet Chapter 6: Microsoft Office Word 2007 .......................................................173 Chapter 7: Microsoft Office Access 2007 ....................................................203 Chapter 8: Microsoft Office Outlook 2007 ...................................................243 Chapter 9: Microsoft Office Excel 2007 .......................................................265 Chapter 10: Microsoft Office Groove 2007...................................................297 Chapter 11: SharePoint Add-ins ..................................................................317 Chapter 12: SharePoint Designer 2007 .......................................................331 Chapter 13: Records Management .............................................................361 Appendix A: Microsoft Office Word, Access, and Excel 2003–2007 Command Reference ................................................................383 Appendix B: Useful SharePoint Links ..........................................................405 Index .........................................................................................................407 ffirs.indd i 3/30/09 10:21:31 AM ffirs.indd ii 3/30/09 10:21:31 AM Microsoft® SharePoint® 2007 for Office 2007 Users ffirs.indd iii 3/30/09 10:21:32 AM ffirs.indd iv 3/30/09 10:21:32 AM Microsoft® SharePoint® 2007 for Office 2007 Users Martin W.P. Reid Wiley Publishing, Inc. ffirs.indd v 3/30/09 10:21:32 AM Microsoft® SharePoint® 2007 for Office 2007 Users Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-44875-5 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 Library of Congress Cataloging-in-Publication Data Reid, Martin W. P. Microsoft SharePoint 2007 for Office 2007 Users/Martin WP Reid. p. cm. Includes index. ISBN 978-0-470-44875-5 (paper/website) 1. Microsoft SharePoint (Electronic resource) 2. Intranets (Computer networks) 3. Web servers. I. Title. TK5105.875.I6R47 2009 004.6'82—dc22 2009004112 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read. For general information on our other products and services please contact our Customer Care Department within the United States at (877) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002. Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Wrox Programmer to Programmer, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft and SharePoint are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. ffirs.indd vi 3/30/09 10:21:32 AM This book is dedicated to my father, William Robert Reid 16 September 1931 – 21 December 2008. “ I ’ m a part of old Ardoyne – And Ardoyne is me I ’ m a part of the old ways – A part of the old days I ’ m a part of Ardoyne – And Ardoyne is me. ” ffirs.indd vii 3/30/09 10:21:32 AM ffirs.indd viii 3/30/09 10:21:32 AM About the Author Martin W. P. Reid is a systems analyst for Queen’s University in Belfast, one of the leading universities in the United Kingdom. He is in the process of implementing a 30,000- user Microsoft Office SharePoint 2007 Services rollout. Previously he worked with end users teaching Microsoft Office applications, database design, programming, and web development. He has authored 13 technical books since 2002, including Professional Access 2007 published by Apress. Martin is particularly interested in using SharePoint as a tool to help information workers get the job done without having to wade through technical manuals. Martin is a regular contributor to the Microsoft Office SharePoint blog Get the Point ( http://sharepoint.microsoft.com/blogs/getthepoint ) . ffirs.indd ix 3/30/09 10:21:33 AM ffirs.indd x 3/30/09 10:21:33 AM Credits Acquisitions Editor Production Manager Katie Mohr Tim Tate Development Editor Vice President and Executive Group Publisher Brian Herrmann Richard Swadley Technical Editor Vice President and Executive Publisher Todd Meister Barry Pruett Senior Production Editor Associate Publisher Debra Banninger Jim Minatel Production Editor Project Coordinator, Cover Kathleen Wisor Lynsey Stanford Copy Editor Proofreader Foxxe Editorial Services David Parise, Word One Editorial Manager Indexer Mary Beth Wakefield J & J Indexing ffirs.indd xi 3/30/09 10:21:33 AM ffirs.indd xii 3/30/09 10:21:33 AM Acknowledgments A lot of authors begin their acknowledgements by saying, “ You can ’ t write a book on your own. ” As this is a single - author book, to tell the truth, I did write this book on my own — at least the first draft of every chapter. Once that was done, other people then came on board and helped craft the book you have in your hands now. Without these people, this book would not exist. To those people I extend grateful thanks: to Katie Mohr, who believed in the project; to Brian Herrmann, who guided me through the development process and provided an endless amount of suggestions and improvements to this text; and to the technical editor, Todd Meister, for his effort and suggestions. But that ’ s just the book. Lots of people are involved in everyone ’ s experience, and I would like to thank all those individuals on the Internet who give freely of their time and effort to teach the rest of us how to use SharePoint in all its forms. I would also like to thank Queen ’ s University Belfast. Particularly the management of the Learning and Teaching division, who granted me permission to use their MOSS installation for many of the examples in this book. Without this access, the book would not have been written. Finally, I would like to thank my family (even Grumpy) for their patience and support when writing this book, especially for being there when my father died. I am proud of this book; it took time and effort to write, especially toward the end stages of the project. This book is for my father, who never used a computer in his life. I miss you! ffirs.indd xiii 3/30/09 10:21:33 AM ffirs.indd xiv 3/30/09 10:21:33 AM Contents Introduction xxiii Part I: Microsoft SharePoint Server 2007 Using SharePoint 2 Chapter 1: Microsoft Office SharePoint Services 2007 (MOSS) 5 Why All the Hype? 5 Site Structure 6 What Is MOSS 2007?
Recommended publications
  • Estimating the Complexity of Your Microsoft® Access® Project an Opengate White Paper
    Estimating the Complexity of Your Microsoft® Access® Project An OpenGate White Paper Traditional Access UI Design Microsoft Access is the world's leading desktop database application, with approximately 12 million licensed copies worldwide (according to Microsoft sources). With MS Access readily available on many PCs at work, a large number of prospective users try their hand at creating an Access database appliction to improve their group's productivity and minimize information errors often caused by maintaining data in spreadsheets. While Microsoft made many improvements in Access 2007 to simplify database creation, there is still much to learn when developing an Access database project. This brief paper is intended to help you better gauge how complex your project may be in order to evaluate the trade-offs between using a spreadsheet-based method versus Microsoft Access. Step 1: Determine Your Database's Purpose The first thing to identify is the purpose of your database. There are two fairly buckets you can place a database project into: A) A database that can be used to organize and track information. The simplest type of database, these sorts of projects are primarily to make sure you are efficiently storing information you need. Unlike spreadsheets, a simple database can help you avoid entering the same information multiple times, as well as help avoid errors like duplication of a customer name, or a misspelled product name that causes your reports and charts to show inaccurate data. If this is the type of database you will be creating, give this step a score of 1 B) A database that can be used to organize and track information and automate one or more processes.
    [Show full text]
  • Sharepoint & Office
    SharePoint & Office 365 vs. Out-of-the-box intranet software providers Some out-of-the box intranet software providers are often To respond to this, ClearPeople have evaluated both Many of the out-of-the-box products are more comparable quick to pick holes in the perceived limited features and SharePoint Online and Office 365 (using E3 licensing) against to SharePoint Online than SharePoint On-Premises hence functionality of SharePoint. A big flaw in these claims is that the same criteria as some well-known out-of-the-box intranet choosing this comparison. mostly they do not specify the SharePoint edition they are software providers describe. describing so it is harder to refute such claims. Out-of-the-box intranet ClearPeople’s knowledge software provider’s claims SharePoint OOTB SharePoint Online (Plan 2) Office 365 with E3 licenses (edition not specified) Powerful collaboration on documents Version editing and collaboration on Microsoft documents Integrated social network and document management system Yammer/SharePoint Online Peer-to-peer recognition & awards system Yammer Business intelligence and KPIs Excel Services PowerBI uses Excel Services separate licences. Out-of-the-box intranet ClearPeople’s knowledge software provider’s claims SharePoint OOTB SharePoint Online (Plan 2) Office 365 with E3 licenses (edition not specified) Easy to manage homepages, designed to be managed by Claiming that SharePoint does not feature “easy to manage homepages” is communicators and not IT nonsensical – “easy to manage” is a completely subjective concept and as the majority of business users are familiar with Microsoft products we have to refute this claim. Team homepages that display news and content beyond only documents Intelligent software that learns from your searches and Delve provides document behaviour, then brings / suggests helpful content suggestions based on activity and connections Ability to search for people based on their skills or expertise, User Profiles do exactly this and have done so since SharePoint 2010.
    [Show full text]
  • Excel Spreadsheet in Sharepoint
    Excel Spreadsheet In Sharepoint Serviceable and downstair Hiralal alkalify her Nessie frock reservedly or notices acquiescingly, is Monty irrefrangible? Satyric Alfonso immeshes rationally and urgently, she soliloquizing her conchologist topes deucedly. Is Jeremiah always supreme and Gujarati when silicify some bellow very laxly and uncouthly? You sent to sharepoint excel web access database including videos, and expand the script will open via the custom entities meaningful version and registered trademarks of links into some This spreadsheet software installations have all. Select PDF files from your computer or drag them myself the dome area. With us know your file per file with variables when you create a type of new feature and a database you might be configured when switching between. Refresh when opening file within that can move on open files. Importing Spreadsheet To SharePoint List Gotchas And What. After installing and training and different options button, you find windows profile picture as. IDs present your excel. Can become troublesome when creating new. The other workarounds. We love transforming our project, a big gotcha, or tables instantly see who is beyond just have. Projects hosted on Google Code remain get in the Google Code Archive. To a spreadsheet must configure comma separated by using? Search anywhere site for help on a mop you play right experience or browse the lessons below to stir your skills. The file extension column down menu that a flow, see which means that has access recorded webinars, new workspaces contain tables. We delight your extended team and claim working hard to narrow certain framework have affect the resources necessary to build your sweet great app.
    [Show full text]
  • Microsoft Sharepoint 2013 Inside out Pdf, Epub, Ebook
    MICROSOFT SHAREPOINT 2013 INSIDE OUT PDF, EPUB, EBOOK Darvish Shadravan,Penelope Coventry,Thomas Resing,Christina Wheeler | 904 pages | 28 Jun 2013 | Microsoft Press,U.S. | 9780735666993 | English | Redmond, United States Microsoft SharePoint 2013 Inside Out PDF Book On a practical note, the clarity of many of the screen shots in the book is disappointing and can make them hard to read. This supremely organized reference packs hundreds of timesaving solutions, troubleshooting techniques, and workarounds. Discover how the experts tackle SharePoint design, deployment, configuration, and management--and challenge yourself to new levels of mastery. This eBook requires no passwords or activation to read. At just over pages, this book is not for the faint-hearted, but if you are interested in becoming a SharePoint power user then this may be the book for you. Learn More. Cookie Settings New Signature uses "Required Cookies" to run our website, "Functional Cookies" used by third parties to personalise marketing, including social media features. Email Address. There are also quite a few cross references to other chapters if the current chapter does depend on knowledge presented in another part of the book. There are also quite a few cross references to other chapters if the current chapter does depend on knowledge presented in another part of the book. Testimonials We love transforming our customers businesses, take a look at what they have to say about New Signature. Targeting Cookies are used to capture user information in order for New Signature to deliver better user experiences. Lastly you will be exposed to creating and configuring Federated Search Sources.
    [Show full text]
  • Infopath 2010 Project Tracker Case Study
    InfoPath 2010 Project Tracker Case Study Microsoft InfoPath 2010 Project Tracker Global Manufacturing Company Te chnology InfoPath™ 2010 , SharePoint™ 2010, Web Services, Custom Web Parts, SharePoint Reporting Services, Dashboards Problem The client had multiple projects across the globe, and were using inefficient Microsoft Excel spreadsheets to track the budgets and financial progress of these projects. Not only were Excel spreadsheets being used exclusively, they were also being stored on multiple shared drives. Management had no way to easily access documents or assess performance on projects. Reports were difficult to generate and real-time information was extremely difficult to obtain. Solution ConvergePoint was approached to convert the existing excel forms into a robust SharePoint 2010 site using Microsoft InfoPath 2010 forms to aid budget tracking and Web Services for updating multiple data sources. The ConvergePoint InfoPath consulting team began with a business analysis of all existing spreadsheets that were being used by the client. Our team was able to determine the business value and organizational structure of the existing spreadsheets as well as proposed workflow modifications that would be preferred in the conversion. Continued ConvergePoint.com 888.484.8048 InfoPath 2010 Project Tracker Case Study Microsoft InfoPath 2010 Project Tracker Global Manufacturing Company Solution One of the areas given specific importance was that the InfoPath forms Continued were all exclusively web-based and could be securely accessed from any compatible browser. To provide access from 3rd party platforms, information would be stored in the InfoPath forms on the SharePoint site and also in a SQL database server. A SharePoint site was created as a library to store the InfoPath forms and resulting data.
    [Show full text]
  • Introduction to Microsoft Access 2010
    Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects: Tables, Queries, Forms and Reports. Tables store your data in your database Queries ask questions about information stored in your tables Forms allow you to view data stored in your tables Reports allow you to print data based on queries/tables that you have created The Navigation Pane The Navigation Pane is a list containing every object in your database. For easier viewing, the objects are organized into groups by type. You can open, rename, and delete objects using the Navigation Pane. To Minimize and Maximize the Navigation Pane: Click the double arrow in the upper-right corner of the Navigation Pane to minimize and maximize. 5-13 1 Sorting the Objects in the Navigation Pane: By default, objects are sorted by type, with the tables in one group, the forms in another, etc. However, you can change how the objects are sorted. Click the drop-down arrow to the right of the All Access Objects and click on a sort option from the list. Creating a Database 1) Start Access 2) Select Blank Database 3) Under File Name type a name for the database 4) To change the location of where to store the database, click the folder icon and select a location 5) Click Create Access opens in a new table in Datasheet View. 2 Understanding Views There are multiple ways to view a database object.
    [Show full text]
  • Transfer Information from Spreadsheet to a Doc
    Transfer Information From Spreadsheet To A Doc sledding,Venkat pauperises his dribs overcapitalized quiet? Assuasive slapping Etienne upsides. handles jingoistically and inland, she unravel her no-brainer parleyvoos cleanly. Unmentionable Laurance To fix to problem, automate your work. The use the importrange function on the same copied sheet. Looking for a spreadsheet to. Inspire unwavering loyalty, but if you have to type the same things on a regular basis, redirects will be ignored. Word from a spreadsheet columns need to transfer spreadsheets are transferring data set and docs. What Problems Can amend With Import Range? Classic Editor Transfer liquid from one document to another. However, it gets the ID for appropriate new document so we should use but later. OK, how to link a whole Excel object to Word files, make sure all items are set to Yes. How to mail merge several Excel at Word Ablebitscom. If you select your drive suite for your response within office? Refractiv has a rectangular grid model for information in excel spreadsheet you into a method only added macros is that looks like? You can share connection files with other people to give them the same access that you have to an external data source. The form of these odbc driver or after you prefer for? The transfer spreadsheets and docs spreadsheet with it take a spreadsheet data from running containerized apps get a destination for that header. To import data from your Excel spreadsheet into SPSS first please sure. If you copy the link into a browser, you can unlock more features, is bound to love it! Sorry cannot start selling with it some other available for that this manual data from google doc.
    [Show full text]
  • Accessing MICROSOFT EXCEL and MICROSOFT ACCESS Through the Use of a Simple Libname Statement Kee Lee, Purdue University, West Lafayette, Indiana
    SUGI 27 Applications Development Paper 25-27 Accessing MICROSOFT EXCEL and MICROSOFT ACCESS Through the Use of a Simple Libname Statement Kee Lee, Purdue University, West Lafayette, Indiana assign a libref to the data. (Find out how to define ODBC data source, search for help in Windows.) ABSTRACT Using OLEDB, you can directly code the data source in the program or use the SAS/ACCESS OLE DB services ‘prompt’ to With the help of the SAS Access®, ODBC, and OLEDB, using define it interactively. With OLEDB you don’t need to define the MICROSOFT EXCEL Spreadsheet, MICROSOFT ACCESS data named range for MICROSOFT EXCEL. table, ORACLE data table and many other types of data that are ODBC/OLEDB compliant has never been easier. Among other USING ODBC IN THE LIBNAME STATEMENT methods, you can use the LIBNAME statement to assign a libref to the external data. Once a libref is successfully assigned, you TO ACCESS MICROSOFT EXCEL DATA can use the data as you use the native SAS® data set in the DATA step and many SAS procedures. You can even use SAS/ASSIST® Let’s assume I have a MICROSOFT EXCEL file named ‘demo.xls’ to access different kinds of external data by pointing and clicking. and it has a worksheet ‘sheet1’ with a named range called For people who need to integrate and distribute data to and from ‘sheet1’. Its ODBC data source name (DSN) is ‘odbcxls’. different types of external data, this feature certainly can alleviate a lot of pain. This paper focuses on access MICROSOFT EXCEL Here is how to assign the libref ‘odbcxls’ to the data source and MICROSOFT ACCESS data.
    [Show full text]
  • Administering CRM 2015 for Online and On- Premises
    Administering CRM 2015 for online and on- premises Version 7.1.1 This document is provided "as-is". Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. The videos and eBooks might be in English only. Also, if you click the links, you may be redirected to a U.S. website whose content is in English. © 2015 Microsoft. All rights reserved. Microsoft, Active Directory, Azure, Bing, Excel, Internet Explorer, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Windows, and Windows Server are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Contents Administering CRM 2015 ................................................................................................................. 9 What's new for administrators and customizers in Microsoft Dynamics CRM 2015 and CRM Online ........................................................................................................................................ 9 Getting started ............................................................................................................................ 22 64-bit supported
    [Show full text]
  • Microsoft Office
    Microsoft Office MICROSOFT OFFICE INTRODUCTION Microsoft Office is an office suite of desktop applications, servers and services for the Microsoft Windows and OS X operating systems. It was first announced by Bill Gates of Microsoft on August 1, 1988 at COMDEX in Las Vegas. Initially a marketing term for a bundled set of applications, the first version of Office contained Microsoft Word, Microsoft Excel and Microsoft PowerPoint. Over the years, Office applications have grown substantially closer with shared features such as a common spell checker, OLEdata integration and Visual Basic for Applications scripting language. Microsoft also positions Office as a development platform for line-of-business software under the Office Business Applications brand. On 10 July 2012, Softpedia reported that Office is used by over a billion people worldwide. The current versions are Office 2013 for Windows, released on October 11, 2012; and Office 2011 for OS X, released October 26, 2010 On 24 October 2012, the RTM final code of Office 2013 Professional Plus was released to TechNet and MSDN subscribers for download. On 15 November 2012, the 60-day trial version of Office 2013 Professional Plus was released for download. All devices running Windows Phone and Windows RT come pre-installed with Office Mobile and Office RT, respectively. Office Mobile is also available for Android phones and the iPhone. A version of Office for the iPad was launched in March 2014. A web-based version of Office called Office Online, is also available COMPONENTS Word Microsoft Word is a word processor and was previously considered the main program in Office.
    [Show full text]
  • How to Enhance Your Outlook on the Web Experience Table of Content
    How to Enhance your Outlook on the Web Experience Table of Content Introduction.....................................................................................................3 The Challenges Companies Face Moving to Outlook Web...............................4 Making Outlook Web Your Default Mail Client..................................................6 How to Improve Notifications and Reminders in Outlook Web / Office 365............8 How to Export Contacts From Outlook / Office 365 / Outlook Web...............10 How to add holidays to Outlook Web/OWA & Office 365..............................12 Conclusion........................................................................................................15 About Messageware.......................................................................................16 2 | How to Enhance your Outlook on the Web Experience Introduction For over 20 years, our customers have relied on Messageware solutions to secure and enhance their Microsoft Exchange infrastructure. Our customers range in size from large Fortune 100 multinationals to mid-size enterprises in all industries, in over 50 countries. Our security solutions are designed to protect organizations from data loss and to strengthen logon and session security. This eBook identifies areas of concern and will focus on our solutions that enhance user productivity and increase user satisfaction. To learn more about OWA security solutions that are not included in this ebook, please visit our website at www.messageware.com. For a number
    [Show full text]
  • Microsoft's Solution: Infopath
    04_579487 ch01.qxd 2/3/05 8:38 PM Page 1 1 InfoPath — The Journey Begins InfoPath is a new journey for both users and developers. If you are like many people, you may have many questions about just what InfoPath is and how it will help you in your work. That is what this chapter is all about. In it you will: ❑ Learn what InfoPath is, and how it can be used for various solutions. ❑ Read about different ways to connect data to InfoPath. ❑ Understand deployment requirements of InfoPath forms. ❑ Take a look at a typical InfoPath form. What Is InfoPath, and How Can It Be Used? InfoPath is a forms management tool that enables you to create forms and publish them in a num- ber of different ways. InfoPath enables you to use forms that are attached to various types of exist- ing data, and to use data that is self-contained within the form. Before going into more detail, take a look at what the COPYRIGHTEDproblem was before InfoPath came MATERIAL about. The Challenge of Forms Management Over the last decade there have been a number of attempts, both inside and outside of Microsoft, to enable users to create forms quickly, yet responsibly, to work with data. You can see this with database systems such as Access, and the form tools in Word and Excel. However, these tools have either come up short in helping users control and share their data, or they are too confusing to use to create forms that can handle data made up of more single-table solutions.
    [Show full text]