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Microsoft SharePoint 2013 - Intranet Site Creation Verified Against Build #15.0.4128.1014 Prepared by Sriram Bala SharePoint Practice

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Page 1: Getting Started SharePoint “2013”  · Web view2014-07-05 · Create a basic SharePoint 2013 intranet site and homepage with the following features: A news & announcements area

Microsoft SharePoint 2013 -

Intranet Site CreationVerified Against Build #15.0.4128.1014

Prepared by

Sriram BalaSharePoint Practice

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Intranet Site Creation 2

Table of ContentsIntranet Site Creation...........................................................................................................3

1. Creating the Intranet site..............................................................................................42. Adding the Intranet Apps (lists & libraries)....................................................................43. Setting up the Intranet Apps..........................................................................................64. Adding the Intranet Web Parts & App Parts.................................................................115. Setting up the Intranet Web Parts & App Parts............................................................136. Setting up the Intranet Navigation & Logo..................................................................18

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Intranet Site Creation

Create a basic SharePoint 2013 intranet site and homepage with the following features:

A news & announcements area Links to other company applications A company events calendar A staff directory A library for important documents A company logo and links to departmental sites

Site URL:- http://blog.creative-sharepoint.com/2013/03/creating-a-sharepoint-2013-intranet-homepage/

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1. Creating the Intranet site

First we need to create a new Team Site:

For this example, we will use the following settings:

Use the same permissions as parent site Not use the top link bar from the parent site

2. Adding the Intranet Apps (lists & libraries)

Next, we need to add some “Apps” to our Intranet Site:

For this example, we will add the following apps:

Document Library (Name this App “Training & Handbooks“) Announcements (Name this App “News & Announcements“) Contacts (Name this App “Staff Directory“)

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Calendar (Name this App “Company Events“) Promoted Links (Name this App “Other Applications“)

To add and name an App, simply…

1. Click on the App:

2. Add a name and click create:

For this example we will ignore “Advanced Options”.With all of your Apps added we are ready to set them up.

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3. Setting up the Intranet Apps

In order to set up any of our Apps, we will need to access “Site Settings”.  This can be done from the settings link in the top right:

Document Library App1. Click on the “Training & Handbooks” App:

3. Drag and Drop a relevant Document into the library:

Announcements App1. Click on the “News & Announcements” App:

2. Click on the “List” tab in the Ribbon and then click on “List Settings”:

3. Scroll down to “Columns” and click “Create column”:

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4. Create the column using the following settings:

Name: Date Type: Date and Time Description: Announcement Date Require that this column contains information: Yes Leave all the other settings as they are and click OK

5. Go back to the List and add a “New Announcement”:

6. Fill in the Announcement form as shown below:

(Note that we wont be displaying the “Title” or “Expires Date” on the Homepage so it is not necessary to fill them in at this stage)Contacts App1. Click on the “Staff Directory” App:

2. Click on the “List” tab in the Ribbon and then click on “List Settings”:

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3. Scroll down to “Columns” and click “Create column”:

4. Create the column using the following settings:

Name: Department Type: Choice (menu to choose from) Choices: Marketing, Finance, HR Default value: Blank

5. Go back to the List and click “edit this list”:

6. Copy and paste contact details from Excel or add manually, then click “Stop editing this list”:

Calendar App1. Click on the “Company Events” App:

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2. Create an event by clicking “Add” on the relevant day:

3. Fill in the event form as shown below:

Promoted Links App1. In the “Site Contents”, click on “Site Assets”:

2. Drag and Drop images for your “Promoted Links” tiles (for this example we will use images with a 150x150px size):

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3. Copy the URL of the image as shown below:

6. Go back to the “Site Contents” and click on “Other Applications”:

7. In the “Items” tab, click “New Item”:

8. Fill in the form as below, pasting the URL into the “Background Image Location” field:

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With all of your Apps set up we are ready to add Web Parts & App Parts to the homepage.

4. Adding the Intranet Web Parts & App Parts

Remove the existing Web Parts + App Parts1. On the intranet homepage, click “Edit page” in the settings:

2. Using the Web Part / App Part drop down, click “Delete” and then click “OK”:

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2. Repeat the step above for all 3 Web Parts / App Parts.Add the new Web Parts + App Parts1. Select the top “Zone” and click “Web Part” in the “Insert” tab:

2. Select the “Media and Content” category and then select the “Content Editor” part and click “Add”:

2. Select the left “Zone” and click “App Part” in the “Insert” tab:

3. Select “News & Announcements” part and click “Add”:

4. Repeat the step above, this time choosing the “Company Events” part5. Select the right “Zone” and click “App Part” in the “Insert” tab:

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6. Select the “Other Applications” part and click “Add”:

7. Repeat the step above, this time choosing the “Staff Directory” part5. Setting up the Intranet Web Parts & App PartsSet up the Content Editor Web Part1. Using the Web Part drop down, click “Edit Web Part”:

2. Click on “Click here to add new content”:

3. Type your intranet homepage title using the “Heading 1″ text shown below:

4. In the web part editor to the right, open the “Appearance” tab:

5. Set the “Chrome Type” to “None” and click “OK”:

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Set up the Announcements App Part1. Using the Web Part drop down, click “Edit Web Part”:

2. In the web part editor to the right,click on “Edit the current view” then click “OK”:

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3. On the “Edit View” page, under “Columns”, un-check “Title” and “Modified”:

4. Check “Date” and “Body”, setting their “Position from Left” to 1 and 2 respectively:

5. Under “Sort”, change “First sort by the column” to “Date”:

6. Under “Tabular View”, un-check “Allow individual item checkboxes”, then click “OK” at the bottom of the page:

7. On the homepage, click “Edit page” and “Edit Web Part” (as we did earlier)8. In the web part editor to the right, change “Toolbar Type” to “No Toolbar”:

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9. In the web part edit, under “Appearance”, set “Should the Web Part have a fixed height?” to “Yes – 225 Pixels”, then click “OK”

Set up the Promoted Links App Part1. Using the Web Part drop down, click “Edit Web Part”:9. In the web part edit, under “Appearance”, set “Should the Web Part have a fixed height?” to “Yes – 225 Pixels”, then click “OK” (as we did earlier)Set up the Contacts List App Part1. Using the Web Part drop down, click “Edit Web Part”:2. In the web part editor to the right,click on “Edit the current view” then click “OK”:

3. On the “Edit View” page, under “Columns”, un-check “Attachments”, “Company” and “Home Phone” and change the “Position from left” of the remaining columns as shown below:

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4. Under “Tabular View”, un-check “Allow individual item checkboxes”:

5. Under “Group By”, select “Department”, then click “OK” at the bottom of the page:

6. On the homepage, click “Edit page” and “Edit Web Part” (as we did earlier)7. In the web part editor to the right, change “Toolbar Type” to “No Toolbar” (as we did earlier)8. In the web part edit, under “Appearance”, set “Should the Web Part have a fixed height?” to “Yes – 500 Pixels”, then click “OK” (as we did earlier)Set up the Calendar App Part1. Using the Web Part drop down, click “Edit Web Part”2. In the web part editor to the right, change “Toolbar Type” to “No Toolbar”3. In the web part edit, under “Appearance”, set “Should the Web Part have a fixed height?” to “Yes – 500 Pixels”, then click “OK”4. Click “Save” in the Ribbon:

With all of your Web Parts and App Parts set up we are ready to set up the navigation and logo of the intranet homepage.

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6. Setting up the Intranet Navigation & Logo

Set up the Current Navigation1. On the intranet homepage, click “Site settings” in the settings:

2. On the “Site Settings” page, click the “Navigation” link:

3. Scroll down to the “Structural Navigation: Editing and Sorting” section. Under “Current Navigation”, click “Add Heading…”:

4. Add a heading with the title “Important Documents” and click OK:

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5. Click on the “Training & Handbooks” link and using the “Move Down” button, move the link under the “Important Documents” heading:

7. Delete the other headings and links using the “Delete” button, leaving only “Home”, “Important Documents” and “Training & Handbooks”, then click “OK” at the bottom of the page:

Set up the Global Navigation1. On the intranet homepage, click “EDIT LINKS” in the global navigation:

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2. Click the “+ link” button:

3. Add the display text and address for your link, then click “OK”:

4. After adding your links, click “Save”:

Set up the Logo1. On the intranet homepage, click “Site contents” in the settings2. Click on “Site Assets”:

3. Drag and Drop a logo file into the library (for this example we will use a logo with a 320x100px size):

4. Copy the logo image URL:

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5. Click “Site settings” in the settings:

6. On the “Site Settings” page, click the “Title, description, and logo” link:

7. Under the “Logo and Description” section, click “FROM SHAREPOINT”:

8. In “Location (URL)”, paste your logo URL and click “Insert”:

9. On the “Title, Description, and Logo” page, click “OK”: