index [] · browser-based forms, 412, 418–419 business connectivity services (bcs), 8–9, 37,...

617

INDEX

A

About Me, 356, 357–361access control, 263access management, 267–277Access Requests settings, 272Access Services, 8, 431

controls, 451–454creating databases, 432–433creating relationships, 438–439,

447–448creating tables, 433–438design view, 435–443exploring apps, 439–443forms, 449–454queries, 443–448

action bar, 450action rules, 427–428actions, 131

business data, 213coordination, 141core, 140–141data, 457list, 141–142macros, 455–456, 613site, 104, 244task, 142–143using groups or variables, 157utility, 143–144workfl ows, 131, 140–144

Active Directory, 358, 364audiences from groups, 382integration, 266

Active Directory Domain Services (AD DS), 274–275

ActiveX, 431activities, 357–358AD DS. See Active Directory Domain ServicesAdd Heading, 240Advanced List Text Editor, 92Advanced Search, 560, 574–576, 615alerts

data, 329subscribing to, 47–48

Allow Connections, 204Allow Zone Change, 203alternate style sheets, 477–478Alternative CSS, 473, 474Announcements list applications, 28–29API. See application programming interfaceAppearance setting, Web Parts, 202application programming interface (API), 294Apply Filters Button, 222approval processes, 608Approval workfl ow template, 608Apps link, 366architecture, 342Article Page, 188Ask Me About, 359, 360ASP.NET forms-based authentication, 267ASP.NET Master Page, 189asset libraries, 75associations

content types with library, 191–192Search Center, 567–568workfl ow, 131–132

attributes, 521audience

global, 383target, 204

bindex.indd 617bindex.indd 617 28/01/13 12:59 PM28/01/13 12:59 PM

COPYRIG

HTED M

ATERIAL

618

audience – collaboration

audience (continued)targeting, 215, 263–264, 381–383understanding, 590–592

Audiences, 108auditing, content types, 178authentication methods, 267authentication process, 266authentication providers, 603AutoComplete, 396, 451Automatically Link Wizard, 315

B

back-end systems, 213background images, 470Backstage View, 315badges, 379barcodes, 178basic pages, 58basic search, 560, 561–564Basic Search Center template, 255BCS. See Business Connectivity ServicesBI. See business intelligenceBlocked File Types, 56Blog link, 366Blog template, 254Blog Web Parts, 213blogs, 380Boolean searches, 564–565, 615branching logic, 606branding, 463

best practices, 464–465, 474reasons for, 464

browser-based forms, 412, 418–419Business Connectivity Services (BCS), 8–9, 37,

98, 213external item picker and, 398

Business Data Actions, 213Business Data Connectivity Filter, 213Business Data Item, 213Business Data Item Builder, 213Business Data List, 213Business Data Related List, 213business data Web Parts, 213–214business intelligence (BI), 37

getting started with, 291–293implementing, 351–352PerformancePoint content types, 188phased approach, 293site collection, 294–299site template, 294–297

Business Intelligence Center template, 255, 610business intelligence content types, 179button, 400, 451

C

Calculated column, 98calculated values, 401Calculation Services, 294Calendar list applications, 32–34, 609Calendar view, 112, 113–114, 607cascading style sheets (CSS), 473Catalog Item Reuse Page, 188category images, 376Central Administration, 359

confi guring, 603creating site collections, 229–231eDiscovery Center creation, 552Term Store Management Tool, 368

charts, 335–338Check In/Check Out, 66

checking in documents, 67–68checking in with Microsoft Offi ce

applications, 68–69checking out documents, 66–67editing documents, 65–66

Check Permissions option, 288Check Users Permissions, 610checkbox, 399, 451Choice column, 93–94, 606Choice Filter, 222Choice lists, 513Chrome State, 202Chrome Type, 202classifi cation plan

defi ning, 520–521implementing, 521–529Managed Metadata, 521, 522–529

collaboration, 356, 605


619

Collaboration Portal template – content types

Check In/Check Out, 66–69document editing, 65–66records management and, 537SharePoint Foundation, 5–6social, 224–225version confl ict, 65

Collaboration Portal template, 16collaboration templates, 253–254, 614columns

Calculated, 98Choice, 93–94, 606confi guration, 91creating, 89–90, 99–100Currency, 95Date and Time, 95–96defi ned, 15External Data, 98Hyperlink or Picture, 98list types, 22–24list-centric, 103Lookup, 96–97, 606, 613Managed Metadata, 98–99,

527–529multiple lines of text, 92–93Number, 94ordering, 101–102Person or Group, 97properties, 90, 99, 105scope, 103–107single line of text, 91site, 15, 103, 104–107, 173–175, 503,

527–529, 607Task Outcome, 98types of, 90–99working with, 88–107Yes/No, 97

combo box, 398, 451comments, 455Common Records Management Tasks Web Part,

548communicating effectively, 590–591communication settings, 121Community Administration, 379community content types, 180Community Features, 214

Community Portal, 374–375Community Site template, 254, 610community sites, 373

category images, 376managing, 378–379

Community Tools, 379community Web Parts, 214Compile Audiences, 383complete installation, 599Compliance Details, 547composite solutions, 585–586conditional formatting, 341–342conditional rules, 427–428conditions, 131, 138–139Confi gure SharePoint Central Administration

Web Application, 603connection strings, 322connectivity fi lter, business data, 213consistency, 465consumer Web Parts, 207Contact Details Web Part, 224Contact Information tab, 360Contacts list applications, 27–28Content and Structure reports, 490content areas, 14Content Editor Web Part, 223content management, 8

best practices for dynamic systems, 87–88planning for future, 88

Content Organizer, 529Content Query Web Part, 172, 215–219, 253

Presentation settings, 216Query settings, 215site collection task display, 216–219

content rating, 371–373content rollup Web Parts, 215–221Content Search Web Part, 219, 253, 375content sources, 558

creating, 569–572fi le shares, 572managing, 569–573

content type syndication hubs, 192–193content types, 15, 162–163, 502–509

adding site column to, 173associating with library, 191–192


620

content types – custom templates

content types (continued)auditing, 178barcodes, 178basic, 179–189business intelligence, 179central gallery, 172community, 180creating, 163, 165–168digital asset, 180document, 181document conversion, 179document information panel, 175–177document set, 181–185editing, 168–169enabling on library, 190–191external, 37folder, 185form templates as, 423–424group work, 186groups, 164–165InfoPath, 165information management policies, 178inheritance, 163labels, 178list, 186–187location in site hierarchy, 163managing, 189–193, 608metadata, 163name and description, 164page layout, 187–188page layouts based on, 502–505parent, 164, 173–175PerformancePoint, 188properties, 164–165publishing, 189report, 179retention policies, 178retention schedules, 541–544site, 166–168site columns, 172–175special, 189SSRS, 320templates, 163, 165workfl ows, 163, 169–171

continuous crawl, 573Contribute permission, 268–269controls, 395–401

Access Services, 451–454autocomplete, 451button, 400, 451checkbox, 399, 451combo box, 451date picker, 398–399hyperlink, 452image, 451label, 451list, 401multiline textbox, 452picture, 401picture button, 400related items, 452rich text box, 397sections, 400–401selection list box, 397–398subview, 452table, 401textbox, 396–397, 451web browser, 451

conversations, 373categorizing, 375–376creating, 377–378holding, 376–378

coordination actions, 141core actions, 140–141Corporate Intranet sites, 16, 17crawl schedules, 558–559, 573crawling, 558cross-site publishing, 510–512CSS. See cascading style sheetsCSV data, 433culture, planning for, 588Currency column, 95current navigation, 236–238Current User Filter, 222custom links, 239–241custom logos, 465–467custom ribbon buttons, 144custom templates, 257–260


621

dashboard – documents

D

dashboard, 301–304Dashboard Designer, 317–318, 352data actions, 457data alerts, 329data blocks, 457Data Connection Creation Wizard, 421data connection libraries, 75, 82Data Connection Wizard, 416–417data connections, 388, 402–403, 419–422, 424–425data macros, 456–457data sources, 612

Excel Services connecting to, 307external, 307forms, 402–403InfoPath, 402–403SharePoint List, 321–322SSRS report libraries, 321–322table creation from, 433

databasesconfi guration, 602creating new, 432–433tables, 433–434, 613

datasets, 322–325, 336, 337Datasheet view, 112, 115–116, 443Date and Time columns, 95–96Date Filter, 222date picker, 398–399deployment timing, 591Design Checker, 404Design Manager, 463, 471–472, 477, 505, 613, 614Details tab, 361development and testing, 594–595Diagram Web Part, 312digital asset content types, 180Discussion Board list applications, 34–36discussion management, 379Document Center, 198Document Center template, 220, 254document content types, 181document conversion, 179document information panel, 175–177document libraries

checking in documents, 67–68

checking in with Microsoft Offi ce applications, 68–69

checking out documents, 66–67content rating settings, 371–373core components, 56–57creating and managing documents, 57–64creating new documents, 59–60document version history, 71–74editing, 63–64enabling document version history, 71–72metadata, 56New Document link, 165opening forms as web pages, 414–415opening in Windows Explorer, 76–77permissions, 280–281publishing form template, 412–415Publishing Portal, 489reports, 319–332restoring previous versions, 73–74reviewing document version history, 72–73sending e-mail links, 70templates, 74, 75–77updating and sharing documents, 64–70uploading documents, 60–61uploading multiple documents, 62–63URL, 416wiki, 78

document previews, 298document retention, 178document set content types, 181–185

creating, 183–185enabling on site collections, 182–183

document set Web Parts, 221document templates, 608document tree, 86documents

checking in, 67–68checking out, 66–67editing, 64–66e-mail links to, 70Excel, 297–299, 606followed, 362–363My Documents, 362submitting to Records Center, 535–536Visio Services, 311


622

drawing tablets – features

drawing tablets, 401drawing tools, 235Dreamweaver, 463, 471drop-down list box, 398Dublin Core, 181

E

eDiscovery, 580eDiscovery and Holds, 548–554eDiscovery Center, 548

creating, 551–554Edit Document, 65Edit My Web Part, 203, 204Edit Properties, 65Edit Table, 435editing

content types, 168–169documents, 64-66lists items, 41–46metadata, 65profi les, 359–361Quick Edit, 63–64, 606tables, 435workfl ows, 136–138

effective communication, 590–591Einstein, Albert, 464else-if branches, 138e-mail

confi guration, 286formatting, 152invitations, 271links to documents, 70notifi cations, 606, 611user experience, 286using groups or variables, 157workfl ow sending, 151–153, 608

embedded datasets, 322enabling save, 298Enterprise Features, 294Enterprise Search Center site, 566–567Enterprise Search Center template,

255, 566Enterprise Server, 412

enterprise templates, 254–255Enterprise Wiki Page, 188Enterprise Wiki template, 256error messages, Web Part import, 204Error Page, 188Excel Calculation Services, 294Excel documents

exporting list data, 46–47, 606publishing to library, 297–299

Excel Services, 8, 292, 610external data sources, 307parameters, 304–307permissions, 307–309working with, 293–307

Excel Services Web Parts, 293, 299–304confi guring, 302–304navigation and interactivity, 300tool pane settings, 301–304toolbar and title bar, 299–300

Excel Web Access Web Part, 214, 294Excel Web Services, 294Excel-Based Status Indicator, 179Exchange Server 2013, 551Execution Account settings, 345export mode, Web parts, 204expression builder, 339External content type, 37External Data column, 98external data sources, 307, 612external item picker, 398External list applications, 37

F

Facebook, 357, 383Farm Confi guration Wizard, 603–604farm-level permissions, 295features, 243–245

activating, 244–245Community, 214Enterprise, 294permission levels, 268publishing, 486–490, 509Site Collection, 182


623

Field List – gathering requirements

Team Collaboration Lists, 243–245web content management systems, 486

Field List, 450fi eld properties, 438fi le attachments, 401File Explorer, 62fi le locations, 474fi le plan, 518–520, 614fi le servers, 86

as content sources, 572fi le shares, 266, 572fi lesystem, 86Filler forms, 388Filter Web Part, 304–307fi lters

Business Data Connectivity, 213Excel Services, 304–307Web Parts, 221–222, 304–307

Fixed-Value-Based Status Indicator, 179Folder Content Types, 185folders, 86

content type, 185retention schedules, 545–546views, 109–110

folksonomy, 356followed documents, 362–363following people, 364–365, 611following sites, 366–367fonts, 465, 470form libraries, 74, 77

planning, 395Form Options menu, 419form templates, 394, 612

adding data connections, 419–422adding submit buttons, 415–418creating, 389–390creating forms from, 390–392customizing, 392–394, 415–422data sources, 402–403designing new, 406, 409–412publishing, 405publishing as content type, 423–424Publishing Portal, 489publishing to library, 412–415working with, 405–415

form Web Parts, 222formatting

conditional, 341–342Currency column, 95Date and Time columns, 95e-mail body, 152Multiple Lines of Text columns, 92Report Builder, 340–342

formatting rules, 426FormPath, 74forms, 387

Access Services, 449–454advanced publishing options, 422–426browser-based, 412, 418–419controls, 395–401creating and customizing, 389–394customizing, 406–409data sources, 402–403design surface, 449–451designing new, 406–412Filler, 308InfoPath, 77, 82, 136, 412list, 406–409modifying, 452–454opening as web page, 414–415views, 403–404

Forms Services, 612forms-based authentication, 267friendly URLs, 512–514full crawls, 559, 573functions

date picker, 399Excel, 143form templates, 407, 415, 418Now(), 415, 418queries, 444Report Builder, 338–340SharePointSiteURL(), 425workfl ow, 147, 149, 155, 157

G

Gantt charts, 31, 42–46Gantt view, 42–46, 112–113gathering requirements, 592–594


624

global audiences – information workfl ows

global audiences, 383global navigation, 236

link order, 241–242Global Search Center, 568goal-setting, 588–590Grant Permissions window, 270Group Calendar list, 187Group column, 97Group Management area, 270Group Settings, 272Group Work content types, 186Groups, 157, 269–274

actions and tasks using, 157adding users, 270–271as audiences, 382creating, 271–273nested, 275pages, 275permissions, 273, 275picker, 398Quick Launch display, 275removing users, 274SharePoint vs. Active Directory Domain

Services, 274Groups content types, 164–165

H

Header Web Part, 579Help collections, 251Help Mode, 204Help settings, 251Help URLs, 204history

document version, 65, 71–74, 606workfl ow, 153, 158workfl ow status, 158

Hold Processing and Reporting, 551holds, 548–554, 580homepages, 199HTML, 613

master pages from, 475–477modifying with SharePoint Designer, 479–481page layout creation, 502, 614

HTML Form Web Part, 222

HTML Master Page, 189Hyperlink or Picture column, 98hyperlinks, 300, 401, 452, 611

I

identifying reality, 587image controls, 451Image Viewer Web Part, 222–223images, 474, 489In Common, 358incremental crawls, 559, 573indexes, 558Indicator Details Web Part, 214InfoPath, 77, 612

content types based on, 165controls, 395–401core concepts, 394–405data source, 402–403Design Checker, 404document information panels, 175–177form creation and customization,

389–394forms, 77, 82, 136, 412Page Design tab, 395, 403–404ribbon, 394rules, 426–428uses of, 388views, 403–404

InfoPath Designer, 387–388adding fi elds, 408form creation, 390–392form template as content type, 423form template creation, 389–390new form templates, 409–412

InfoPath Form Filler, 396, 401InfoPath Form Web Part, 222InfoPath Forms Services, 8, 388informal organization, 356information bar, 287information collection, 387information management policies, 178, 608Information Management Policies, 130Information Management Policy Settings, 544information workfl ows, 134–135, 158


625

inheriting permissions – list applications

inheriting permissions, 277–279initiation forms, 130

parameters, 134Ink, 401Ink picture, 401In-Place Hold, 554In-Place Records Management, 537–540, 615

activating, 537–538declaring records, 540Records Declaration Settings, 538–539, 615

“Install Reporting Services SharePoint Mode for SharePoint 2013” (MSDN), 319

Issues Tracking list applications, 31–32item permissions, 281–283item-level access, 283

J

joins, 447

K

key performance indicator (KPI), 179, 213, 255, 291, 317

knowledge mining, 356KPI. See key performance indicator

L

labels, 178, 451content types, 178controls, 451creating for languages, 494–497Variations, 493–497vertical, 401

languages, 491labels, 493–497translation workfl ows, 497–502

layoutpage, 15, 189, 472, 502–509, 614Web Parts, 203

legal proceedings, 548libraries

asset, 75communication settings, 121

content rating settings, 371–373content type association, 191–192creating and managing documents, 57–64data connection, 75, 82document version history, 71–74enabling content type management, 190–191Excel workbook publishing, 297–299form, 74, 77, 395form template publishing to, 412–415General Settings, 117–120multiple content type management, 191–192one, 342one with views, 343page layout, 505parameterized reports with, 344–350permissions, 280–281Permissions and Management settings, 120picture, 75, 81Publishing Portal, 489–490report, 75, 319–322, 328–329report and data, 343–344retention schedules, 544–545settings, 116–126slide, 75style, 490updating and sharing documents, 64–70versioning, 117–118wiki, 77–81wiki document, 78wiki page, 75, 77–81

library applications, 14Web Parts, 210

library templates, 74–82Library Web Parts, 210line-of-business (LOB) applications, 213Link Data to Shapes, 313–314link order, 241–242LinkedIn, 383Links list applications, 34list actions, 141–142list applications, 13–14

Announcements, 28–29Calendar, 32–34, 609Contacts, 27–28Discussion Board, 34–36


626

list applications – metadata

list applications (continued)External, 37Issues Tracking, 31–32Links, 34standard, 24–37Status, 37Survey, 36–37Tasks, 29–31Web Parts, 210–212

list boxes, 397–398list content types, 186–187list controls, 401list fi lters, 222list form, customizing, 406–409list structures, 86List Web Parts, 210, 309

Visio Services Web Part connection, 312–317

list workfl ows, 131, 139list-centric columns, 103lists

adding new item, 39–41adding site column to, 106–107business data, 213changing column order, 101–102changing view, 42–43choice, 513column types, 22–24communication settings, 121in composite solutions, 585connecting to Outlook, 49–50content rating settings, 371–373creating custom, 121–124creating new, 38–39creating threaded discussion, 48–49as data source, 321–322editing existing item, 41–46elements, 21–22exporting items to Excel, 46–47, 606Gantt View, 42–46, 112–113General Settings, 117–120Group Calendar, 187item-level access, 283permissions, 280–281Permissions and Management, 120

Publishing Portal, 489–490replying to discussion from Outlook, 51saving as template, 125–126settings, 116–126Status, 179subscribing to alerts, 47–48table creation from, 433Team Collaboration, 243, 244–245versioning, 117–118working with, 38–51

LOB. See line-of-business (LOB) applicationslocales, 493login process, 264–265Lookup column, 96–97, 606, 613Lookup Wizard, 437loops, in workfl ows, 131

M

macros, 455–461actions, 455–456, 613creating, 458–461data, 456–457program fl ow, 455

Manage Site Features, 244managed metadata, 512Managed Metadata columns, 98–99, 527–529Managed Metadata Service, 193, 511, 513, 521,

522–529managed navigation, 236, 512–514managed properties, 576–578Master Page Preview, 181master pages, 181, 471–481, 505

applying, 478–479creating from HTML page, 475–477defi ning, 472–473fi le locations, 474HTML, 189SharePoint Designer, 471style sheets and, 473System, 189

master/detail, 309, 401media and content Web Parts, 222–223Media Web Part, 222–223metadata, 15


627

microblogging – Outlook Social Connector

content types, 163document library, 56editing, 65managed, 98–99, 512managed properties, 576–578navigational structures from, 512–514search, 559

microblogging, 224, 357Microsoft Access, 28, 31, 431

queries, 443–448tables, 433–434

Microsoft Excel, 31, 46–47, 58, 68, 82, 165, 433Microsoft InfoPath, 77Microsoft InfoPath Designer 2013, 175, 388Microsoft InfoPath Filler, 388Microsoft Offi ce, 3, 5, 387–388. See also

Offi ce 365checking in documents, 68–69data connectivity, 82SkyDrive Pro, 362templates, 165

Microsoft OneNote, 58Microsoft Outlook, 28, 29, 31, 35

connecting list to, 49–50replying to discussion from, 51

Microsoft PowerPoint, 58, 68, 75Microsoft Project, 29Microsoft Visio, 148, 235Microsoft Word, 58, 59, 68–69, 165mobile views, 110mockups, 592–594Moderation tab, 379MSDN, 319multi-line textboxes, 396, 452Multiple lines of text column, 92–93multiple submit connections, 424–425multiple-selection list box, 398My Documents, 362My Sites, 356–367My Tags, 368

N

navigationaudience targeting, 382

changing site options, 238–239current, 236–238custom links, 239–241Excel Services Web Parts, 300global, 236, 241–242key questions, 235link order, 241–242managed, 236, 512–514from metadata, 512–514publishing, 512–514Quick Launch, 237search, 223side, 237, 242structural, 237, 241Tree View, 242–243

navigational hierarchies, 220nested groups, 275.NET Framework, 267newsfeed, 356, 357, 363–366, 611Note Board Web Part, 224note boards, 367–371notes, 358–359, 370–371notifi cations

e-mail, 606, 611quote, 230site collection, 230

Now() function, 415, 418Number column, 94

O

ODBC, 433Offi ce 365

Access Services, 431SharePoint Online options, 12subscription, 4

one library simple structure, 342one library with views structure, 343one to many relationships, 447operators, 564option button, 399–400org charts, 224, 358Organization Browser, 358Organization Browser Web Part, 224Outlook Social Connector, 383


628

Page – person or group picker

P

Page, 189Page Design tab, 395, 403–404Page Field Filter, 222Page Layout content type, 189page layouts, 15, 472, 614

content type-based, 502–505content types, 187–188creating with SharePoint Designer, 505–507custom, 507–509System Page Layout, 189

page layouts library, 505Page Viewer Web Part, 223pages. See also master pages

article, 188audience targeting, 381–382basic, 58Catalog Item Reuse, 188creating in source site, 498–500creating in with custom page layout, 507–509Enterprise Wiki, 188Error, 188Groups, 275homepages, 199HTML Master, 189navigating user permissions, 275–277People and Groups, 275Project, 188publishing, 199Publishing Portal, 489Redirect Page, 188Site Content and Structure, 246–250Site Contents, 245–246Site Hierarchy, 246System, 189System Master, 189Users and Groups, 276Welcome, 188wiki, 75, 80–81, 181, 198–199, 380–381

parallel blocks, 138parameterized reports, 345–350parameterized with various libraries structure,

344–350parameters

Excel Services, 304–307initiation forms, 134reports, 345–350workbook, 304–307workfl ow, 144

parent content types, 164adding site column to, 173–175

people, 275, 364–365People and Groups pages, 275PerformancePoint content types, 188PerformancePoint Services, 8, 292

working with, 317–318permission level, 267

custom, 268–269permissions, 267

access control through, 263adding user to site group, 270–271Check Permissions option, 288Check User Permissions, 610Contribute, 268–269creating site groups, 271–273document libraries, 280–281Excel Services, 307–309farm-level, 295features, 268group, 273, 275inheriting, 277–279item, 281–283items with, 277–286library, 280–281lists, 280–281managing, 250, 286–288navigating user permissions pages, 275–277publishing, 268removing users from groups, 274site, 268, 275–279site app, 277site settings, 250Team Site template, 267unique, 277–278, 280–281user, 273, 275–277

Permissions and Management settings, lists and libraries, 120

Person or Group column, 97person or group picker, 398


629

personalization – Records Center

personalization, 355–356phased approach, 293phonetic search, 566picture button, 400picture controls, 401picture libraries, 75, 81Picture Library Slideshow Web Part, 223, 609PivotChart, 300PivotTable, 300placeholder text, 397Popularity and Search Reports, 252portals, 1–3, 605

Collaboration, 16Community, 374–375Publishing, 25, 231, 243–244, 256, 486–490,

509, 614reasons for using, 3technology, 2–3

prefi x matching, 565Presentation settings, 216primary key, 433printers, 266Process Documents Web Part, 316profi les

Contact Information tab, 360Details tab, 361editing, 359–361properties, 360searching, 361tag, 368–369

program fl ow, 455Project Page, 188Project Site template, 254Projects, 359Projects Collaboration area, 243Promoted Sites, 382, 611properties

columns, 90, 99, 105content type, 164–165editing, 65fi eld, 438managed, 576–578profi le, 360viewing, 65Web Part, 210

provider Web Parts, 207Publish Links to Offi ce Client Applications, 382publishing content types, 189publishing features, 486–490, 509publishing page, 199publishing permissions, 268Publishing Portal, 614

creating site, 486–488lists and libraries, 489–490

Publishing Portal template, 25, 231, 243, 244, 256, 509

Publishing Site template, 256Publishing Site (with Workfl ow) template, 256publishing sites, 500–502Publishing Wizard, 405publishing workbooks, 297–299

Q

queriesAccess Services, 443–448content, 172, 215–219, 253creating, 443–446functions in, 444search, 559, 564–566working with, 447–448

Query settings, 215Query String (URL) Filter, 222Quick Edit, 63–64, 606Quick Launch, 242

groups displayed, 275navigation, 237

quote notifi cations, 230

R

radio button. See option buttonrealistic goals, 588–590Recent Activities, 368Recently Changed Items Web Part, 579–580Record Center, 220Records Center, 529, 610

confi guring site, 533–535creating, 530–531defi ning connection, 531–533


630

Records Center – search

Records Center (continued)document submission, 535–536eDiscovery and Holds feature, 548–551

Records Center template, 255, 530, 610Records Connection, 531–533Records Declaration, 529Records Declaration Settings, 538–539, 615records management, 9, 517, 615

classifi cation plan, 520–529collaboration, 537creating Records Center, 530–531defi ning, 518fi le plan, 518–520key roles and responsibilities, 518

Records Repository, 537archive approach, 529–536confi guring, 529–540in-place approach, 537–540

records retention and expiration, 540–547Redirect Page, 188regions, 401regulatory reviews, 548related items control, 452relationship behaviors, 97relationships

creating, 438–439, 447–448one to many, 447working with, 447–448

Relevant Documents Web Part, 220remote workforces, 588report and data libraries structure, 343–344Report Builder, 292, 318–319, 329, 352

charts, 335–338formatting, 340–342functions, 338–340tables, 333–335using, 332–342

Report content type, 179report libraries, 75, 328–329

creating, 319–320data sources, 321–322working in, 320–332

Report Part Gallery, 337report parts, 330–332Report Viewer Web Part, 350–351report-creation wizard, 326, 340

reporting architecture, 342–350Reporting Services. See SQL Server Reporting

Servicesreports, 326–330, 388, 490reputation settings, 379requirements gathering, 592–594result sources, 559result types, 559retention policies, 178retention schedule, 540, 615

creating for content types, 541–544

creating for folder, 545–546creating for library, 544–545viewing compliance details,

547reusable content, 490reusable workfl ows, 132, 139ribbon, 13, 35

custom buttons, 144InfoPath, 394

Rich Media Assets, 180rich text box, 397Rich Text Editor, 92rules, 426–428

S

Sarbanes-Oxley Act, 3saving searches, 564scenario planning, 591scope, columns, 103–107Script Editor Web Part, 223search, 356

administering, 568–573advanced, 560, 574–576, 615basic, 560–564Boolean, 564–565, 615eDiscovery, 580metadata, 559phonetic, 566profi les, 361queries, 559, 564–566saving, 564SharePoint Server, 8subscribing to, 563–564


631

Search and Process – site collections

usage reports, 580–581Web Part, 219wildcard, 565–566

Search and Process, 550Search Box, 223Search Center, 560, 566–568

Advanced Search, 574–576associations, 567–568creating site, 566–567Enterprise, 255, 566–567global, 568site collection, 567–568

search index, 511search interface, 223Search Navigation, 223search results, 559Search Results, 223Search Schema, 578Search Service Application, 548, 569search Web Parts, 223search-driven content, 223–224, 578–580search-driven content Web Parts, 223–224, 578sections, 400–401security, cultural issues, 588selection list box, 397–398selectors, 473self-service reporting, 292server farms, 602–603service applications, 569, 611shared datasets, 322, 329, 337SharePoint, 3–4

access management, 267–277Active Directory integration, 266branding best practices, 464–465, 474choosing version, 11–12components, 12–19Groups, 157, 269–274Offi ce 365 subscription, 4on-premise deployment, 4versions, 5–12

SharePoint 2013 Products Preparation Tool, 600SharePoint Administration group, 272SharePoint Central Administration. See Central

AdministrationSharePoint Confi guration Wizard, 603SharePoint Designer, 15, 58, 132, 502, 608

core actions, 140–141creating page layouts, 505–507modifying HTML, 479–481settings, 250–251Visio and availability of, 148workfl ow creation, 144–150working with master pages, 471

SharePoint Foundation, 5–7, 11–12, 315usage example, 6–7

SharePoint List Filter, 222SharePoint List-Based Status Indicator, 179SharePoint Online, 12SharePoint Products Confi guration Wizard,

602SharePoint Search, 557–560SharePoint Server, 8–12, 77, 612

installing, 600–604usage example, 9–11

SharePoint Workspace, 28, 31SharePointSiteURL() function, 425sharing, 64–70, 284–286, 610side navigation, 237, 242Silverlight, 431Silverlight Web Part, 223Single line of text column, 91Site Access Requests, 230, 264, 284–285

enabling, 265–266site actions, 104, 244Site Actions menu, 104

Manage Site Features, 244site app permissions, 277site collections, 16–18, 227–231, 609

administrators, 230business intelligence, 294–299Content Query Web Part displaying tasks,

216–219content type syndication hub, 192–193creating, 229–231Document Sets on, 182–183Help, 251managing, 234–253managing content types across, 192–193notifi cations, 230Search Center association, 567–568Style Library, 613Variations, 492–493


632

Site Collection Administration – Status list applications

Site Collection Administration, 246Site Collection Administrators, 277Site Collection Documents, 489Site Collection Features, 182Site Collection Images, 490site columns, 15, 103, 172–175, 607

adding to content type, 173adding to list, 106–107adding to parent content type, 173–175creating, 104–106managed metadata, 527–529page layouts, 503

Site Content and Structure page, 246–250Site Content Types, 166–167, 168Site Contents page, 245–246Site Feed Web Part, 224site groups

adding user, 270–271creating new, 271–273

site hierarchies, 235, 500–502Site Hierarchy page, 246site logo, 465–467Site Members group, 269Site Owners group, 269site permissions, 268, 275–279Site Settings, 104

permissions settings, 250Popularity and Search Reports, 252

site templatesbusiness intelligence, 294–297changing available, 233–234community, 254, 610project, 254publishing, 256team, 253, 267

Site Users Web Part, 224Site Visitors group, 269site workfl ows, 131sites, 16, 227–228

community, 373, 376, 378–379content and structure management, 245–250creating and moving, 247–250Enterprise Search Center, 566–567following, 366–367

managing, 234–253navigation options, 238–239permission inheritance, 278–279Publishing Portal, 486–488Records Center, 533–535saving as template, 257–259, 610site template availability, 233–234team, 243, 509team collaboration, 16wiki, 78working with content across, 253

Skills, 359SkyDrive Pro, 356, 361–363slide libraries, 75social collaboration Web Parts, 224–225social networking, 9, 355–356, 383social tags, 361Solutions Gallery, 259special content types, 189Specify Confi guration Database Settings window,

602spell checking, 396SQL Server, 433, 599SQL Server Analysis Services Filter, 222SQL Server Analysis Services-Based Status

Indicator, 179SQL Server Express, 599SQL Server Reporting Services (SSRS),

292data sources, 321–322datasets, 322–325library creation, 319–320report parts, 330–332reports, 326–330working with, 318–332

SSRS. See SQL Server Reporting Servicesstages, 131, 138standalone installation, 599Standard view

creating, 110–111working with, 108–111

status indicators, 179Status List, 179Status list applications, 37


633

Status List Web Part – templates. See also form templates; site templates

Status List Web Part, 179, 214status updates, 357steps, 138

content workfl ows, 131String Builder, 151structural navigation, 237, 241Style Library, 477–478, 490, 613style sheets, 473, 477–478, 613submit buttons, 415–418submit connections, 424–425subscriptions, 330, 345, 348–349,

563–564subsites, creating, 231–233subviews, 452suffi x matching, 566Suggested Tags, 368Summary Links Web Part, 220Survey list applications, 36–37System Master Page, 189System Page, 189System Page Layout, 189

T

table controls, 401Table of Contents Web Part, 220Table or Matrix Wizard, 326tables

creating, 433–438database, 433–434, 613editing, 435fi eld properties, 438relationships, 438–439Report Builder, 333–335

Tablet PCs, 401tabular view, 108Tag Cloud Web Part, 225, 611tag profi les, 368–369tagging, 367–371tags, 358–359, 370–371target audiences, 204task actions, 142–143Task Outcome column, 98Task Process Designer, 154–157

task processes, 154–157, 607tasks, 153

Content Query Web Part displaying, 216–219newsfeed, 365–366status, 158using groups or variables, 157workfl ows, 153

Tasks list applications, 29–31Taxonomy Refi nement Panel, 223Team Collaboration Lists feature, 243, 244–245team collaboration sites, 16team reports, 388Team Site template, 253

permissions, 267team sites, 5, 243

enabling publishing, 509templates. See also form templates; site templates

Approval workfl ow, 608Basic Search Center, 255Blog, 254business intelligence, 294–297Business Intelligence Center, 255, 610changing available, 233–234collaboration, 253–254, 614Collaboration Portal, 16Community Site, 254, 610content types, 163, 165custom, 257–260document, 608Document Center, 220, 254eDiscovery Center, 548, 551–554enterprise, 254–255Enterprise Search Center, 255, 566Enterprise Wiki, 256library, 74–82moving to new location, 260new documents from, 165Offi ce fi les, 165out-of-the-box, 253–256Project Site, 254Publishing Portal, 25, 231, 243, 245,

256, 509Publishing Site, 256Record Center, 220

Status List Web Part – templates


634

templates – views

templates (continued)Records Center, 255, 530, 610saving lists as, 125–126saving site as, 257–259, 610Team Site, 253Visio Process Repository, 255workfl ow, 169, 608

Term Set Management link, 513term sets, 511, 513, 521–522

import fi les, 526–527manual creation, 523–526

Term Store, 521Term Store Management Tool, 368text data, 433Text Filter, 222textbox, 396–397, 451themes, 467–471

changing, 468–469customizing, 469–470tips for, 470when to use, 471

Timeline Web Part, 221timing of deployments, 591tool pane settings, 301–304tool selection, content management system

practices, 87–88toolbars

Excel Services Web Parts, 299–300hiding in Web Part, 210–211

translation workfl ows, 497–502travel requests, 388tree structure, 86Tree View menu, 242–243tweets, 357Twitter, 357

U

UDC. See Universal Data Connectionunderstanding audience, 590–592unique permissions, 277–278, 280–281Universal Data Connection (UDC), 82use-case scenarios, 594user access, 263–264

user adoption, 595–596user experience

best practices, 464–465e-mail confi guration, 286

User Profi le Service Application, 611User Tasks Web Part, 225user-generated taxonomy, 356users

adding to site group, 270–271content management system practices, 87modifying permissions, 273navigating permissions pages, 275–277removing from group, 274

Users and Groups page, 276Users and Permissions links, 268, 270, 284utility actions, 143–144

V

validation rules, 426variables

task assignment, 157workfl ow, 144

Variations, 491–502enabling, 492–493labels, 493–497

Variations Create Hierarchies Job Defi nition Timer job, 497

Variations Propagate Sites and Lists Timer Job, 502

VDW. See Web Drawing (VDW)version history, 71–74

confl icts in, 65enabling, 71–72restoring previous versions, 73–74, 606reviewing, 72–73

versioning settings, lists and libraries, 117–118vertical labels, 401video clips, 222–223View Properties, 65views, 403–404

Backstage, 315based on existing, 116Calendar, 112, 113–114, 607


635

Visio Process Repository template – Web Parts

creating and customizing, 107–116Datasheet, 112, 115–116, 443elements, 108–110folders, 109–110forms, 403–404Gantt, 42–46, 112–113InfoPath, 403–404item limits, 110library, 343lists, 42–43mobile, 110navigation tree, 242–243standard, 108–111style, 109subviews, 452tabular, 108Web Parts, 210–211

Visio Process Repository template, 255Visio Services, 8, 292

connections, 309–310document creation, 311working with-, 309–317

Visio Services Web Part, List Web Part connection, 312–317

Visio Web Access Web Part, 214, 309, 313Visio Web Part, 309, 611Visio Workfl ow Interchange (VWI), 132Visual Designer, 607visual mockups, 592–594VWI. See Visio Workfl ow Interchange

W

WCMS. See web content management systemsweb browser control, 451web content management, 485web content management systems (WCMS),

485, 510features, 486

Web Designer Galleries, 104, 528Site Content Types, 166–167, 168

Web Drawing (VDW), 214web log. See blogsweb pages, edit mode, 207

Web Part Connections, 313–317Web Part gallery, 14Web Part Page with Status List content type, 179Web Part pages, 58, 181Web Part Properties, 210Web Part zones, 14, 198, 199

layout options, 203Web Parts, 14–15, 172, 609

adding to page, 198–201Advanced settings, 203–204Appearance setting, 202audience targeting, 381blog, 213business data, 213–214Business Data Actions, 213Business Data Connectivity Filter, 213Business Data Item, 213Business Data Item Builder, 213Business Data List, 213Business Data Related List, 213changing view, 210–211Common Records Management Tasks, 548community, 214confi guring, 201–204connecting, 207–209consumer, 207Contact Details, 224Content Editor, 223Content Query, 172, 215–219, 253content rollup, 215–221Content Search, 219, 375dashboard, 301–304Diagram, 312document set, 221Excel Services, 293, 299–304Excel Web Access, 214, 294export mode, 204exporting, 205–206fi lters, 221–222, 304–307forms, 222Header, 579Help Mode, 204help URL, 204hiding toolbar, 210–211


636

Web Parts – workfl ows

Web Parts (continued)HTML Form, 222Image Viewer, 222–223import errors, 204importing, 205–207Indicator Details, 214InfoPath Form, 222layout options, 203library app, 210List, 210, 309, 312–317list app, 210–212Media, 222–223media and content, 222–223Note Board, 224Organization Browser, 224out-of-the-box, 209–225in page layouts, 502Page Viewer, 223Picture Library Slideshow, 223, 609Process Documents, 316properties, 210provider, 207Recently Changed Items, 579–580Relevant Documents, 220removing, 205Report Viewer, 350–351Script Editor, 223search, 223search-driven content, 223–224, 578Silverlight, 223Site Feed, 224Site Users, 224social collaboration, 224–225Status List, 179, 214Summary Links, 220Table of Contents, 220Tag Cloud, 225, 611Timeline, 221tool pane settings, 301–304User Tasks, 225using, 197–209Variations, 492–493views, 210–211Visio, 309, 611

Visio Services, 312–317Visio Web Access, 214, 309, 313

web services, 140, 294Welcome Page, 188wiki document library, 78Wiki Page, 181wiki page libraries, 75, 77–81

content queries, 215creating, 78–80

wiki pages, 75, 198, 380–381creating, 80–81as homepage, 199

wiki site, 78Wikipedia, 78wikis, 78wildcard search, 565–566Windows Explorer, opening document library,

76–77Windows Server, 5Windows Server 2008, 600Windows Server 2012, 600workbook, 294

interactivity options, 300opening and publishing, 297–299parameters, 304–307

Workfl ow Editor, 136–137workfl ows, 15, 129

actions, 131, 140–144associations, 131–132conditions, 131, 138–139content, 131content settings, 134–136content types, 163, 169–171creating custom, 132–153creating SharePoint Designer, 144–150custom ribbon buttons, 144editing, 136–138else-if branches, 138functions, 147, 149, 155, 157history, 153, 158information, 134–135, 158initiating, 130list, 131, 139loops, 131


637

workspaces – zone index

parallel blocks, 138parameters, 144Publishing Portal, 490reusable, 132, 139sending e-mail, 151–153, 608settings, 133–134site, 131stages, 131, 138status, 158steps, 131, 138task processes, 154–157tasks, 153templates, 169, 608translation, 497–502understanding, 130–132

variables, 144workspaces, 16

X

XHTML, 473XML fi les, 402–403

Y

Yes/No column, 97

Z

zone index, 203
