Microsoft SharePoint Video Tutorials SharePoint User Manual 12/2009

Microsoft SharePoint Video Tutorials SharePoint User Manual 12/2009
SharePoint User Manual
Developed By
The CCAP SharePoint Team
Revision: 10/2009
COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA
SHAREPOINT USER GUIDE
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SHAREPOINT USER GUIDE
TABLE OF CONTENTS
SECTION 1 .................................................................................................... 7
ABOUT SHAREPOINT ...................................................................................... 7
1.
2.
3.
4.
5.
6.
7.
8.
9.
WHAT IS MICROSOFT OFFICE SHAREPOINT SERVER (MOSS OR SHAREPOINT)? ........... 7
SHAREPOINT SITES ................................................................................... 7
SHAREPOINT SECURITY ............................................................................... 7
SHAREPOINT ROLES AND PERMISSIONS ........................................................... 8
SHAREPOINT WORKFLOW ............................................................................ 8
SHAREPOINT TEMPLATES ............................................................................. 8
SHAREPOINT WEB PARTS............................................................................. 8
AUDIENCE TARGETING ................................................................................ 8
METADATA .............................................................................................. 9
SECTION 2 .................................................................................................. 11
VISITORS ................................................................................................... 11
1. PUBLIC ACCESS (ANONYMOUS ACCESS) ......................................................... 11
2. WHY HAVE USERS REGISTER FOR YOUR SITE? ................................................. 11
SECTION 3 .................................................................................................. 13
REGISTERED USERS ..................................................................................... 13
1. REGISTRATION FEATURE............................................................................ 13
2. REGISTERING FOR THE SITE ....................................................................... 13
3. SIGNING IN ........................................................................................... 14
SECTION 4 .................................................................................................. 15
MANAGING YOUR PASSWORDS ...................................................................... 15
1. FORGOT MY PASSWORD FEATURE................................................................. 15
2. CHANGE MY PASSWORD FEATURE ................................................................ 16
SECTION 5 .................................................................................................. 17
AUDIENCE TARGETING ................................................................................. 17
1. AUDIENCE TARGETING .............................................................................. 17
2. EXAMPLES OF AUDIENCE TARGETING ............................................................ 17
SECTION 6 .................................................................................................. 19
STYLES AND CONSISTENCY THROUGH USING CSS ........................................... 19
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1. CSS (CASCADING STYLE SHEETS) ............................................................... 19
2. APPLYING CSS / STYLE ............................................................................ 19
SECTION 7 .................................................................................................. 21
WHERE ARE FILES STORED IN SHAREPOINT? ................................................... 21
1.
2.
3.
4.
DOCUMENT LIBRARIES .............................................................................. 21
DOCUMENT LIBRARY BEST PRACTICE ............................................................. 21
LISTS .................................................................................................. 21
LISTS BEST PRACTICES ............................................................................. 21
SECTION 8 .................................................................................................. 23
MANAGE CONTENT AND STRUCTURE .............................................................. 23
1. HOW TO ACCESS YOUR DOCUMENT LIBRARIES AND LISTS ................................... 23
2. OPTION 1: MANAGE CONTENT AND STRUCTURE ................................................ 23
3. OPTION 2: VIEW ALL SITE CONTENT............................................................. 25
SECTION 9 .................................................................................................. 27
UPLOADING FILES ........................................................................................ 27
1. UPLOADING VIA “VIEW ALL SITE CONTENT” .................................................... 27
2. COPYING THE LINK OF YOUR UPLOADED FILE................................................... 28
SECTION 10 ................................................................................................ 29
CREATING PAGES......................................................................................... 29
1. CREATING A NEW PAGE ............................................................................ 29
SECTION 11 ................................................................................................ 31
DESIGNING & EDITING PAGES ....................................................................... 31
1.
2.
3.
4.
5.
6.
DESIGNING A PAGE ................................................................................. 31
WEB PARTS ........................................................................................... 31
THE CONTENT EDITOR WEB PART ................................................................ 32
THE SUMMARY LINK WEB PART ................................................................... 35
THE IMAGE WEB PART .............................................................................. 38
EDITING A PAGE ..................................................................................... 40
SECTION 12 ................................................................................................ 41
FINDING FILES/PAGES LAST MODIFIED BY YOU ............................................... 41
SECTION 13 ................................................................................................ 43
APPROVING A PAGE ...................................................................................... 43
1. HOW DO I KNOW I HAVE TO APPROVE AN ITEM? .............................................. 43
SECTION 14 ................................................................................................ 45
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CREATING LISTS & CALENDARS ..................................................................... 45
1.
2.
3.
2.
3.
CREATING A LIST .................................................................................... 45
CHANGING A LIST SETTINGS ...................................................................... 46
USING METADATA IN DOCUMENT LIBRARIES .................................................... 48
CREATING VIEWS ON LISTS ....................................................................... 48
USING THE VIEWS YOU CREATE .................................................................. 49
SECTION 15 ................................................................................................ 51
SETTING UP WORKFLOW ON A LIST OR CALENDAR ........................................... 51
1.
2.
A.
B.
C.
3.
WHAT IS WORKFLOW ............................................................................... 51
EXAMPLES OF WORKFLOW (APPROVAL OF CONTENT) ......................................... 51
CALENDARS ........................................................................................... 51
DISCUSSION BOARDS ............................................................................... 51
OTHERS LISTS ....................................................................................... 51
PLACING WORKFLOW ON AN ITEM ................................................................ 51
SECTION 16 ................................................................................................ 53
FEATURES YOU CAN USE ............................................................................... 53
1. ALERTS .............................................................................................. 53
2. HELP DESK TRACKING .............................................................................. 56
SECTION 17 ................................................................................................ 57
EXAMPLES OF THINGS TO DO ........................................................................ 57
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SECTION 1
ABOUT SHAREPOINT
1. What is Microsoft Office SharePoint Server (MOSS or SharePoint)?
a. Microsoft Office SharePoint Server 2007 is an integrated suite that includes:
1. Comprehensive content management
2. Enterprise search
3. Workflow (business processes such as on-line and automated forms) a
4. Collaboration
5. Ability to turn information to knowledge (business intelligence)
b. Why SharePoint?
1. SharePoint is a very flexible solution with a vast amount of capability.
2. Applications can be provided across SharePoint fairly easily to collect aggregate
data and return that data in a common format.
3. With given workflow, approvals can be set up to allow various internal or even
external registered users the ability to submit data, files, feedback, etc.
4. With appropriate rights, a user can setup (with or without approval of posting the
content):
(1) Surveys
(2) Forums or discussions boards
(3) Lists (that can also serve like a software program to collect data)
5. On-line forms can be setup to help streamline business transactions
2. SharePoint Sites
a. A site or subsite is a contextually based and directly correlates with its respective
site collection. As examples:
1. http://www.countysite.com/MembersOnly
2. http://www.countysite.com/department
3. http://www.countysite.com/courts
b. You would use sites to support departmental or content processes. (For example,
you could set up a „members only‟ site and secure this specifically, or you can setup
a „HR‟ departmental site and have specific workflow for that site.)
3. SharePoint Security
a.
b.
c.
d.
SharePoint has Groups, Permissions and Users.
Permissions assigned determine what a user can do with SharePoint sites/pages.
Permissions are setup per site and per group.
A best practice is that you setup groups, add users to groups. (It is recommended
NOT to assign permissions to individual pages or users as it is too hard to track.)
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4. SharePoint Roles And Permissions
a. Roles are created to group users into like functions.
b. Most Common Roles/Groups include:
1. Content Owner: Administrative ability (assign approvers, managers, etc.), can
view, add, update, delete, approve, and customize permissions, pages and site.
(Only Tech Staff)
2. Content Approver: Can view, edit and approve pages, list items, and
documents.
3. Content Designer: Can view, add, update, delete, approve, and customize.
4. Content Manager: Can edit content.
5. Viewers/Visitor: Can view only.
6. Members: Can view only. Can view specific lists, document libraries, list items,
folders, or documents when given permissions.
5. SharePoint Workflow
a. Workflow can be setup “behind the scenes” to enable automated business processes.
b. An example is the new approval process. This process is to support consistency in
public content.
c. Another example could be a form that one would fill out. The data would then be emailed directly to the appropriate person and get stored where it is supposed to be.
d. Workflow would be set up by the technology department.
6. SharePoint Templates
a. CCAP has developed custom templates that will meet the needs of most sites you will
build.
b. Templates offer the ability to have consistent layouts throughout your entire site.
c. In addition to the templates there are multiple CSS files that can be applied against
these templates to allow for consistent fonts; colors, etc. throughout your site.(see
information on CSS later in this manual).
7. SharePoint Web parts
a. Web parts are like little programs that allow different functions on a Web page.
b. Web parts are generally already added into Templates. If you are a “Content
Designer” you will have the ability to add these to your page.
8. Audience Targeting
a. Audience targeting is a way to only show content to a specific group of people.
b. This would be setup based on groups (mentioned in number 5. Above)
c. For example, let‟s say you have a Members section on your Web site and you only
want that tab to show to users who are assigned as “members only” role. You would
then „audience target‟ that item to „members only‟ and they would be the only users
who see that tab.
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9. Metadata
a. What is Metadata?
1. Data about data (word that describe your information)
2. Metadata is information about an informational resource, be that a document
(such as a webpage), image, dataset or other resource.
3. Think of the metadata as being similar to that of using the “folder structure”.
Instead of putting documents, etc. in folders, you are placing those descriptors as
metadata tags on the document itself.
b. Why use Metadata?
1. Resources supported by good quality, structured metadata are more easily
discoverable.
2. Policies can be set up to automate records retention and workflow based on
metadata.
3. Metadata is valuable in the storage and retrieval of information.
c. Examples of Metadata
1. Department
2. Month
3. Year
4. Author
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SECTION 2
VISITORS
1. Public Access (Anonymous Access)
a. Most content on a site will be publically available for anyone (none registered user)
to view.
b. Anyone can register for the Web site.
c. Once they register, they are put into a „Visitors Group‟ which still only allows them
access to what is considered anonymous accessible information.
2. Why Have Users Register For Your Site?
a. Visitors (anonymous access) can see only the content that does not have any special
permissions or “audience targeting” specified.
b. A visitor is able to register as a user for the site using Windows Basic Authentication.
1. Those who would register include any „members only‟ users where specific
content can be „targeted‟ to them based on their „role assignment.‟
2. Another reason to register for the site would be to set up e-Alerts, such as help
desk items, announcements, news, or calendar events, etc.
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SECTION 3
REGISTERED USERS
1. Registration Feature
a. Bamboo User Registration Accelerator Web Part is used for registration to a site.
b. This Web Part is configured by CCAP IT Staff.
c. This is also located in a more secure location to not allow access to the configuration.
1. A page would be created for “Site Registration”
2. This page could hold all items a user would do, such as User Registration,
Password Reset and Password Change.
3. The Site Owner would then put this as a link either in the navigation or some
visible location on their home Web page.
2. Registering for the Site
a. They go to the Site Registration page (example below) by clicking on “Register.”
b. This opens the User Registration Page (containing the Web part)
c. They fill in all the information (required information is indicated with a *.) Once
all information is completed, click “Submit.”
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d. This automatically creates an account in AD and SharePoint (however, they do
NOT have any „permissions‟ in SharePoint other than what an anonymous user is
granted.)
e. They receive a confirmation e-mail that their account request has been
submitted.
f. They will receive the e-mail to the link to “activate” their account.
g. They click on the link which automatically activates their account.
h. They receive a confirmation e-mail with their user name and password.
3. Signing In
Only those persons who are in the CCAP Web Program Members group are able to
access the program members content based on their login to the SharePoint
Resource Web site.
a. To Sign In: a user
clicks where it says
Sign In (upper
right hand corner.)
b. When a user clicks
here, they will see
a “pop up box” which may look slightly different for users based on what browser
software they are using.
Example 1: Windows Explorer
Example 2: Mozilla FireFox
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SECTION 4
MANAGING YOUR PASSWORDS
1. Forgot My Password Feature
a. When a registered user forgets their password or needs to reset it for another
reason they can by following the below steps.
b. On the main page click on “Forgot My Password”
c. Using the user name and e-mail address you registered on the site with, enter
both, then click “Submit”
d. The e-mail will have the new password (these are system generated therefore
very cryptic.)
e. Copy this password to perform a Change Password step below.
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2. Change My Password Feature
a. Once some is registered, they can change their Password.
b. The user would login to the site.
c. The user would go to the “Site Registration” page (or whatever page is created
for the Change Password Web part.)
d. They would click on Change My Password.
e.
f.
g.
h.
i.
j.
It displays their user name.
Enter the old password.
Enter the new password.
Confirm the new password, the click on “Change Password”
This displays a confirmation (if done correctly) that the password was changed
and shows instructions to log out then back in with new credentials.
You may need to shut your browser and log back on.
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SECTION 5
AUDIENCE TARGETING
1. Audience Targeting
a. What is it?
1. By using target audiences, you can display content such as list or library items,
navigation links, and entire Web parts to specific groups of people.
2. A user must be a registered user AND be included into a SharePoint security
group.
3. This is useful when you want to present information that is relevant only to a
particular group of people.
4. Typically assigned by a Site Administrator.
b. Why Use it?
1. You can have staff see a different tab than your public.
2. You can have your elected officials see a different tab than public.
3. It tailors the Web experience according to needs.
2. Examples Of Audience Targeting
a. Anonymous User Sees
b. Program Member Sees
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SECTION 6
STYLES AND CONSISTENCY THROUGH USING CSS
1. CSS (Cascading Style Sheets)
a. By using CSS you can determine what a site can use as far as site color, fonts (such
as body of text, titles, etc.)
b. This enables better control of consistency (look and feel) of your site.
c. CCAP has various CSS files, however, there are basic instruction on how your Site
Administrator can manage your CSS.
d. If your organization would like to develop their own CSS, that is possible.
e. Once you develop your own CSS, it would be uploaded into the “Styles” library by
your Site Administrator.
f. Examples of CSS are available through the Site Administrator.
IMPORTANT: If you are using CSS, you should not copy from DSF or Word. The programs
have their own formatting “coding” behind the text that will carry into SharePoint. These
formats will make SharePoint ignore any CSS you have established.
2. Applying CSS / Style
a. The Site Administrator would be the only person applying the different CSS files to
the site.
b. If you would like to use CSS, please see your Site Administrator.
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SECTION 7
WHERE ARE FILES STORED IN SHAREPOINT?
Important Note: There are various places and methods for storing information in
SharePoint. These instructions are based on the recommended best practice.
1. Document Libraries
a. A document library where your documents, pages, images or videos would be stored.
b. Check-in and Check-out: Similar to a library, a document should be “checked out”
if being edited, then “checked back in when done. (See Section 8 - Uploading /
Loading Files and Images)
c. It is important to keep the “type of content” (page, images, and documents) in its
respective document library.
2. Document Library Best Practice
a. County Site Storage: (This would be the top level / main site – generally the
county site.)
1. Site Collection Documents: Your documents would be stored in this document
library (verses the “documents” document library)
2. Site Collection Images: Your images would be stored here (verses the
“images” library)
3. Pages: All the pages for the top level site would be stored here.
b. Sub Site Storage: (This would be a department site or member specific site.)
1. Documents: There is a “Documents,” “Images” and “Page” library within the
hierarchy of your site. You store YOUR documents, images, and pages here.
(They can still be accessed – providing rights are given) across any site.
c. Securing Your Libraries: Most libraries will inherit the permissions you have on
your site. The best practice is to KEEP IT THIS WAY. If you have a need to change
security, you may want to think to have a separate site or library created.
3. Lists
a. A list is similar to that of a spreadsheet. If it can be in a spreadsheet, it can be in a
list. Some examples of lists include, job posting, RFP posting, contact list, etc.
b. This can ease the necessity of e-mailing items as users of your site can just post or
retrieve this information easily themselves. (See “Lists” further in this manual for
more details and instructions.)
4. Lists Best Practices
a. Lists will inherit the site permissions they were created within. (So in other words,
whatever security you have on your site, the list will have as well.)
b. When you create a list you should think about the purpose of the list.
c. Depending upon the purpose of the list and who should have what type of access,
you can “break the inheritance” of the list to make it function as you need.
d. For example: If you want a group to be able to “contribute” but with “approval
required” this would warrant a new permission level to be applied against that list.
e. For more information see Lists further in this manual.
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SECTION 8
MANAGE CONTENT AND STRUCTURE
1. How To Access Your Document Libraries and Lists
There are two different ways to access your information. Each way is described below.
Option 1: Manage Content and Structure
a. Your first view in looking at your data is through a Windows Explorer like view.
b. This view shows you the ENTIRE structure of your Web site (the hierarchy).
c. You will only have rights to the information based on what your Administrator has
set up for you.
d. Under this view you can:
1. Open up different sites in a site collection (to include the site or the site settings.)
2. Open up document libraries, to include going to their settings.
(1) You may do “mass selection” to either publish, check-in or delete documents,
images and pages (provided you have the rights to do so.)
(2) You may copy or move documents, images and pages.
(3) Based on content type you may create items from this Window as well.
Option 2: View All Site Content
a. This is more like a “folder view” of your content only.
b. You can create various content areas (document libraries, lists, discussion boards,
etc.) through this Window.
c. You can access each content area
d. You can also view metadata (see Metadata further in this manual for more
information).
e. You can do almost all the functions you can do in the Manage Content and Structure
(explorer view).
2. Option 1: Manage Content and Structure
a. Click on Site Actions -> Manage Content and Structure
b. This opens a Window like below.
You can “mass
select” by clicking
this checkbox.
When in a document
library you can use
these subheadings to
sort or filter by.
You can
select to
View up to
1000
items
c. You click on the
+ to expand the view of the desired item.
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d. The below example shows a Subsites Documents Library to the left (highlighted) and
the documents within that document library to the right.
e. If you place a check in the box next to the item (image, document, page)and click on
Actions this shows some different options you can do with that item
f.
You can select multiple items and publish or check in all at once!
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3. Option 2: View All Site Content
a. Click on Site Actions -> View All Site Content
b. This opens a Window like below.
c. By clicking on the items you can open and access (and create new) your:
1. Document Libraries
2. Lists
3. Picture Libraries
4. Discussion Boards
5. Surveys
d. The Window below shows the view of the Site Collection Documents document
library.
e. By clicking directly beside the file you access a drop down menu with options of what
you can do with that item.
For more information on creating new Libraries, Lists, Discussion Boards or
Surveys see the separate instructions later in this manual!
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SECTION 9
UPLOADING FILES
Important Note: It is very important that you upload your files to the proper directory. For
example, a department specific file should be uploaded in the Documents section of the
department sub-site. In general, all files for public viewing will be uploaded to the main Site
Collection Documents or Site Collection Images libraries.
These instructions are using the “View All Site Content” however these would be similar to
that of the “Manage Content and Structure” upload as well.
1. Uploading via “View All Site Content”
a.
b.
c.
d.
While logged in, click Site Actions > View all Site Content
Click on the Document Library you wish to upload to
For uploading a single file, simply click Upload
For multiple files, click the arrow to the right of the Upload button and click „Upload
Multiple Documents‟
e. Select the file(s) you wish to upload, and click OK
f. If prompted, enter in the descriptive information for the file, and press Check In
g. You may need to “Publish” the files for available use to the public.
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2. Copying the Link Of Your Uploaded File
a. While logged in, click Site Actions > View all Site Content
b. Open the document library (documents or images, etc.) where you want to get the
URL of the file.
c.
d.
e.
f.
Find the File
Right Click on the File Name
Select “Copy Shortcut”
You can then paste this as a URL Link in a Summary Links or a hyperlink.
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SECTION 10
CREATING PAGES
1. Creating A New Page
a.
b.
c.
d.
e.
f.
g.
Login to the Site
Click on “Site Actions”
Click on “Create Page”
Give it a descriptive Title. Avoid the use of the word “menu”
This will automatically name the page based on the entered Title
Select “Article Page (Page With Left Navigation)”
Press “Create”
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SECTION 11
DESIGNING & EDITING PAGES
1. Designing a Page
a. You will want to give your Page a Title. (If you are using CSS this can help keep
consistency that your Title on your pages will ALWAYS be the same font, color, and
font size!)
b. You will have several “Content Place Holders” available for you to use in designing
your page.
c. These place holders will consist of content (text), images, links, or lists.
d. You may copy and paste from DSF, Word or Notepad, however, keep in mind, if
you are using “Styles” (see Styles and Consistency Through CSS) then you
may want to consider using Notepad, then formatting within the SharePoint
Content Editor.
2. Web Parts
a. What Are They And When To Use Which Ones?
1. A Web part controls how the content will be placed on your page.
2. There are many available to you “out of the box” and there are many also
available on the Internet.
3. The most common ones that you will use are:
(1)Content Editor Web Part: Use to add text anywhere you can “Add a Web part”
(2)Summary Links Web Part: Use to add links (either to internal pages,
documents or external sites)
(3)Image Web Part: Use to display images (or you can place images directly in
the Content Editor Web Part.
(4)Lists: Use to display libraries. You can use various views (See Lists later in
this manual for ALL instructions relating to lists) to control what the end
user sees on your site.
There are many others available; however, this manual is only going to
focus on the most commonly used.
b. Adding A Web Part
1. On a page you will see various sections that state “Add a Web Part”
2. You may add as many as you wish into one area.
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3. You may also move these once you add them onto a page to another location on
the page.
4. Select which area you would like to add the Web part
5. Click on “Add Web Part”
6. This will open a new Windows that lists out all the Web parts (as mentioned there
are many here and you probably will not use most of them to start with.)
c. Modifying A Web Part
1. When you add a Web part (any Web part) you will more than likely want to
modify its “properties”.
2. Properties include: Title, border, and maybe some other items depending on the
Web part itself.
The most common modifications will be listed here, although you can play with the
settings to see the affects of the changes you make!
3. The Content Editor Web Part
a. Adding the Web Part
1. This is located under the section called Miscellaneous
2. Select the “Content Editor Web Part” by clicking in the box
3. Click “Add”
4. This will add the web part to your page.
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b. Modifying The Content Editor Web Part
1. Adding Text:
(1) Click “Edit” beside the web part you just added, select “Modify Shared Web
Part”
(2) This opens a panel to the right on your screen where you make all your
modifications.
(3) On the right side panel, click on “Rich Text Editor”
(4) This brings up the “Content Editor”
(5) You may enter text or format into a bulleted list and add pictures
(6) You may add “Hyperlinks” to other sites, e-mail addresses, and pages. To do
this you:
(a) Highlight the text that you want linked to a content page.
(b) Press the “Hyperlink” button (globe)
(c) Go to “Current Site Pages” and select the page you want this to link to
and press “OK”.
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(d) You may also add a contact e-mail link: you must type in “mailto:” prior
to the e-mail address for the link. (If you really want to get fancy you can
have the subject already input into the message by typing:
mailto:[email protected]?subject=Mail from Our Site
2. Modifying the appearance, layout of Content Editor Web Part
(1) If you are not just adding the Web part, you click on the edit (right corner of
Web part), then select “Modify Shared Web Part”.
(2) On the right side, expand “Appearance” Change the title from “Content
Editor Web Part” to the name. Avoid the use of the word “menu”
(3) Under Chrome Type select your preference (you would either chose to show
the Title Only or None in most cases.)
IMPORTANT NOTE: If you do not change the “Chrome Type” your page will
have “Content Editor Web Part” displayed on the page where you added this Web
part AND a thin lined border will be around it. (This is a default setting.)
(4) Click “OK”
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4. The Summary Link Web Part
a. Adding the Web Part
1. This is located under the section called Default
2. Select the “Summary Link Web Part” by clicking in the box
3. Click “Add”
4. This will add the web part to your page.
b. Modifying The Summary Link Web Part
1. Click “Edit” beside the web part you just added, select “Modify Shared Web
Part”
2. This opens a panel to the right on your screen where you make all your
modifications.
3. On the right side panel, click on the + beside “Appearance”
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4. Change the title from “Summary Link Web Part” to the name of Choice (or you
can leave it if you plan on selecting Chrome type as None.)
5. Avoid the use of the word “menu”
6. Under Chrome Type select your preference (you would either chose to show the
Title Only or None in most cases.)
IMPORTANT NOTE: If you do not change the “Chrome Type” your page will
have “Content Editor Web Part” displayed on the page where you added this Web
part AND a thin lined border will be around it. (This is a default setting.)
7. Click “OK”
c. Adding Links To The Summary Link Web Part
1. Click on New Link
2. In the New Link dialog box, type a name for the link
3. Browse for or manually type in the address (url) of the desired page in the Link
URL box
4. It is also good practice to type in a Description (which you have the option of
displaying) and a Tooltip (alternate text).
5. Click OK
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6.
7.
8.
9.
If you wish to group your links, simply click the New Group button
Type in a name for your group
To add a link to a particular group:
Edit the link by clicking the dropdown arrow next to the desired link, and
selecting „Edit‟
10. In the Edit Link dialog box, find the „Group‟ dropdown menu, and find the group
of which you wish to add your link to
11. Click OK
d. Managing The Style And Order Of Summary Links
1. To change the style:
(1) Click „Configure Styles and Layout‟ in the Summary Links section
(2) You will most likely want all of your links to be displayed the same on each
page, so be sure to select the Default Style for New Links to your desired
style
(3) If you have already created links which are not conformed to the default style
you want, click the checkbox for „Change existing links to use this style‟
and select the same style you‟ve chosen for the Default Style
(4) If you wish, you can also choose a style for your link Group headings as well
in this same dialog window
(5) The „Number of columns‟ can also be changed to have more columns of
links
(6) Click OK when done configuring your styles
e. To change the order of your links:
(1) Simply click „Reorder‟ in the Summary Links section
(2) Click on the link you wish to move, and use the Move Up and Move Down
buttons to move links to your desired position
Note: you can also change each link‟s Group by using the Reorder feature as
well, as opposed to editing each link individually
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5. The Image Web Part
a. Adding the Web Part
1. This is located under the section called Miscellaneous
2. Select the “Image Web Part” by clicking in the box
3. Click “Add”
4. This will add the web part to your page.
b. Modifying The Image Web Part
1. Adding The Image:
(1) Click “Edit” beside the web part you just added, select “Modify Shared Web
Part”
(2) This opens a panel to the right on your screen where you make all your
modifications.
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(3) You MUST know the EXACT LOCATION of your image in order to have
your image appear.
(a) To do this you would need to upload your image first!!
(b) Once you have the image uploaded, you can get the URL by: Right
Clicking on the File and select “Copy Shortcut” (see uploading Files for
more instructions.)
(c) On the right side panel, where it says “Image Link” You paste the URL here
in order for the image to be displayed.
(4) Enter the Alternative Text for Your Image (Best Practice)
2. Modifying the appearance, layout of Image Web Part
(1) If you are not just adding the Web part, you click on the edit (right corner of
Web part), then select “Modify Shared Web Part”.
(2) On the right side, expand “Appearance”
(3) Change the “Chrome Type” select your preference (you would either chose to
show the Title Only or None in most cases.)
IMPORTANT NOTE: If you do not change the “Chrome Type” your page will
have “Content Editor Web Part” displayed on the page where you added this Web
part AND a thin lined border will be around it. (This is a default setting.)
(4) Click “OK”
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6. Editing A Page
a.
b.
c.
d.
Login to the Site
Go to the page you want to edit
Click on “Site Actions”
Click on “Edit Page”
NOTE: IF you have the Page Editing Toolbar displayed, you may also just click “Edit
Page”
e. For Editing Content in the (text, images, or summary links) follow the instructions for
modifying the Web Part.
1. Content Editor
2. Summary Links
3. Images
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SECTION 12
FINDING FILES/PAGES LAST MODIFIED BY YOU
1. If you forgot which page/file you were last working on, there is a very easy way to find
these by using Reports
2. Log into pacounties.org
3. From „Site Actions‟ „View Reports‟
4. Select the report you wish to view. Most common reports will be „Checked Out To Me‟
and „Last Modified By Me‟
5. The reports will come up in the „Manage Site Content And Structure‟ window
6. To view the most recent modification, it may be easier to arrange the items by the most
recent modified date. Do this by clicking the arrow to the right of the
Modified
column, and selecting a sort option
You can choose to sort Ascending, Descending, or by a particular date on which you
have made the last modification.
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SECTION 13
APPROVING A PAGE
The Instruction below is ONLY if you have the approval process in place.
1. How Do I Know I Have To Approve An Item?
a. Once a user creates, updates, changes, etc. a page or even a list, they would submit
it for approval.
b. The designated approver should receive an e-mail stating there are pages or a new
item that need to be approved.
c. This e-mail will include the link.
d. Once you click the link you will go to the page that needs approved.
e. You will need to be logged in to the site to approve the page.
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SECTION 14
CREATING LISTS & CALENDARS
1. Creating A List
A list and a calendar are very similar. The main difference is the views that are available for
display.
a. When logged in, select Site Actions > View All Site Content
b. Click on Create
c. Select Custom List from the Custom List column (or the type of item you want to
create)
d.
e.
f.
g.
Type a name and description for your list
Be sure to select No for Display this list on the Quick Launch?
You then want to set up the properties of the item
Go to Settings > List Settings
h. On this Window you can change the title, versioning, approval requirement, etc. (see
below section on modifying settings.)
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i. You need to create all your columns (where the data will be entered.)
j. Scroll down and select “Create Column”
k. Select the appropriate type of column you wish to add (See the following example for
common types used)
l.
Once you have all the columns setup, click OK (or follow the following to set the
properties of how your list will work.)
2. Changing A List Settings
a. When logged in, select Site Actions > View All Site Content
b. Open the list / library, etc. that you want to change the settings.
c. Click on Settings -> Library Settings (or it may say something different depending
upon what you entered into).
d. This opens the following Window.
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e. The following are the settings and what each of them mean:
1. Title, description and navigation = Name your item
2. Versioning = unless there is a reason driving versioning, this would normally
not be put on a list. It would be beneficial to have it on the Pages and Document
libraries.
3. Advanced settings = this is where you can turn on content approval and set up
how the entry will work. For example:
(1) Do you want a user to be able to read all items or just their own?
(2) Would you want them to be able to edit only their own items?
4. Audience targeting settings = you can target a list to a group (however, it
would be best to do this through navigation)
5. Delete this list = Do you want to delete a list?
6. Save list as a template = Do you want to keep this as a base to start other
lists?
7. Permissions for this list = this is where you can set permissions for a list.
(1) You want to make sure you know the purpose of the list and you can set up
whether you want others to contribute (then work that in conjunction with the
approval process)
(2) You can select to have this list available by inheriting permissions from the
site (example of what permissions look like if you are inheriting permissions.)
(3) If you need special permissions on a list or library, you can BREAK the
inheritance by:
(a) Click on Actions -> Select Edit Permissions
(b) This will pop up a warning Window stating you are about to create unique
permissions…. Click Ok.
(4) From here you can set up security as needed.
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8. Workflow = this is where you can set up the approval process (among other
processes). (Workflow can also be developed in SharePoint Designer or Visual
Studio)
9. Information Settings = this is where policies can be applied to the list /
document library.
10. RSS = this is where you can designate whether an RSS feed should exist or not.
3. Using Metadata In Document Libraries
b. If you would like to use Metadata to organize your information you just need to
make sure that you create columns that will contain your categories in the respective
document libraries (Site Collection Documents or Documents folders)
c. Examples:
1. 1st Metadata Column Name = Main Category
(1) Administration
(2) Finance
(3) Human Resources
(4) Commissioners
2. 2nd Metadata Column Name = Sub Category
(1) Policies
(2) Minutes
(3) Reports
(4) Miscellaneous
3. 3rd Metadata Column Name = Month
(1) 01-January
(2) 02-February
(3) 03-March
(4) Etc…
4. 4th Metadata Column Name = Year
(1) This would match your records retention.
2. Creating Views On Lists
Make sure you are in correct Site when creating lists!!
a) While Logged-in, click on Site Actions -> View All Site Content -> Select the
List (these instructions work for Document Libraries as well!!)
b) Click on Settings
c) Select List Settings or Document Library Settings (this will vary depending upon
what you clicked on.)
d) Scroll the very bottom and select Create View
i) You can select a view created prior (such as Minutes) to use as a „starting point‟
(where it says “Start from an existing view”
e) This opens a new Window / Name your view the name of the Category
f) If you selected a previously created view, you should only have to change the “Show
items only when the following is true:” section under Filter.
g) You may need to change “Sort” or “Group by”
h) Once done, click OK
NOTE: Repeat this for every main category IF you are using MetaData (see
special notes below).
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3. Using The Views You Create
a. Adding the List or Library Web Part
1. This is located under the section called Lists and Libraries
2. Select the list or library by clicking in the box
3. Click “Add”
4. This will add the web part to your page.
b. Modifying The List or Library Web Part
1. Click “Edit” beside the web part you just added, select “Modify Shared Web
Part”
2. In the web part panel on the right, you will see a dropdown menu entitled
Selected View
3. Select the view you wish to have your list displayed as and click OK or Apply
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SECTION 15
SETTING UP WORKFLOW ON A LIST OR CALENDAR
1. What Is Workflow
a. Workflow is the computerized facilitation or automation of a business process, in part
or in whole, during which documents, information or tasks
b. Workflow can be as simple as setting up approval for content or an e-mail to be sent
upon information entry into a list.
2. Examples of Workflow (Approval Of Content)
a. Calendars
1. You could have 1 calendar for the county, but have multiple persons updating
their respective events to that calendar without the ability to edit or delete
events not entered by them.
2. You could have one person be designated as the “approver” of the event
postings.
3. These events would not show publically unless approved!
b. Discussion Boards
1. You could have a discussion board where anyone who is registered could enter
into the discussion.
2. You could have one person be designated as the “approver (facilitator)” of the
discussion postings.
3. The discussions would not show publically unless approved!
c. Others Lists
1. An example is a job posting list: anyone registered could enter a job posting
2. No job would appear as publically posted unless approved by the designated
person.
3. Placing Workflow on an Item
a. While Logged-in, click on Site Actions -> View All Site Content -> Select the
List (these instructions work for Document Libraries as well!!)
b. Click on Settings
c. Select List Settings or Document Library Settings (this will vary depending upon
what you clicked on.)
d.
You want to change Advanced settings and Workflow settings.
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SECTION 16
FEATURES YOU CAN USE
1. ALERTS
a. How To Use Alerts?
1. Why? Suppose staff or another end user, want to know when there are new
announcements posted on this particular Web site. By creating an alert, one can
be automatically notified.
2. Example: Using the CCAP Announcements on the Home page, staff wanted to be
notified of all announcements through an e-mail alert. This is especially helpful
when staff is out of the office and have a Pocket PC.
b. Create a new alert
1. Click on the “Announcements” header on the Home Page.
2. This will take you to the list view of all announcements, as shown below:
3. Click on “Actions” and then select “Alert Me”
4. At the screen shown on the next page, complete the information needed,
including how often you want to receive alerts (immediately, daily, etc) and
which types of changes you want to receive alerts on
5. Click on “OK”.
c. Managing Your E-Alerts
1. Sign into the www.pacounties.org Web site by clicking the Sign In in the upper
right hand corner of the Window.
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b. Click on the Welcome „your name‟, select My Settings
c. Click on “My Alerts”
d. On this Window you can either add an alert or delete alerts.
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e.
f.
g.
h.
i.
To add an alert, click on “Add Alert”
Just select the library / list you want to have alerts sent you to from.
Scroll to the bottom, and click “Next”
Add the alert as you did in “Creating e-Alerts”
To delete an alert, on the Window shown under #4 above, just click the item you
want to delete and select “Delete Selected Alert”
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2. Help Desk Tracking
a) Below is the main window for a Help Desk. This is a „custom list.‟
b) This is an example of a feature you could use that allows a „registered user‟ to enter
their own issues. Workflow has been established to not post them until they have
been approved by the designated CCAP staff member.
c) You click on New, and then select New Item which opens the next form where the
information is then added.
d) Once you click New Item this window opens and you just enter the information and
then click OK and it will send an alert to the person responsible for approving the
content.
e) Once the content is approved, it is displayed on the web site.
BONUS: Any person who has appropriate permissions can click on Actions and select Alert
Me so that they know each time an issue has been updated/resolved!
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SECTION 17
EXAMPLES OF THINGS TO DO
1. Directories
a. The Courthouse Connection
1. What is it?
(1) Reflects all the CCAP Associate members.
(2) Is located at: http://www.pacounties.org/Pages/CourthouseConnection.aspx
(3) Is based on a “directory” that is built directly from the data in CRM.
2. How to use it?
(1) Go to the link above.
(2) You may search Associate members on various key words such as company,
and what type of company, like technology, consulting, etc.
(3) Once the search category is selected, you then can select whether what your
searching for is equal to, starts with, ends with or contains; based on the
text you will type in the „white search box.‟
(4) Then press „Enter‟
(5) Once you press enter, it will display the information you can select from.
(6) Click on the „radio button‟ that is beside the selection you want more
information about.
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(7) The window will then display all the information on the company selected, as
shown above.
b. CCAP Membership Directory
1. One must be a CCAP member or a CCAP staff person and be logged in to see this
option. This directory is located on the drop down for Members Only.
2. At the next screen, you can then search by a county or a member and you can
vary whether it‟s an exact match or contains certain words. Once you select your
option for search, you can then select the enter key.
3. From your results, then select a particular individual and select enter. Individual
information will be listed about that person, as well as the county they are a
member of.
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4. Note the E-mail and View Web Site buttons at the top of the profile. If you click
on the e-mail button, it will open up your e-mail account and place that person‟s
e-mail in the message.
c. Academy Transcript
1. This directory is located by selecting the CCAP Academy link under the Education
option on the left navigation. Then select “Check your Academy Transcript”. The
summary screen lists whether a member has completed the Academy Program, is
working towards Advanced Certification, and all of the courses they have
completed. This data is refreshed once per month from CRM information.
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NOTES
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