Home

Microsoft SharePoint Video Tutorials SharePoint User Manual 12/2009

Contents

1. 45 Page 4 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE CREATING LISTS SC CALENDAR Dorsser renane le CREATING Fy EIS Torni i I RR MIRI EE UA DIEM MEE CHANGING A LIST SETTINGS 5 x5wxixexxwa was kae ada ix USING METADATA IN DOCUMENT 5 CREATING VIEWS ON LISTS rive awa basa Kane pata aka ix wa d USING THE VIEWS YOU CREATE nnns SEC TON To cai SETTING UP WORKFLOW ON A LIST OR CALENDAR saec Le ae L WHAT IS WORKFLOW icc evedtieubtonmeveantan evbiouseveds EXAMPLES OF WORKFLOW APPROVAL OF CONTENT DISCUSSION BOARD OTHERS I TO UM 3 PLACING WORKFLOW ON ITEM nennen nnns SEG LION E F ATURES WY PAIN Bc HR 2 HELP DESK TRACKING scsexauassxuaszidaxadsa xau ains Sx RR ara OC a CE nU EUH OPERI E
2. 19 Page 3 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Mies SHAREPOINT USER GUIDE Lb CSS CASCADING STYLE SHEETS 19 2 APPLYING C7 enter R PENNAENN ENEE EFENA ENEA ENTM UN PIE E 19 ee 21 WHERE ARE FILES STORED IN SHAREPOINT ccceccececececcucececaveusususavausunenas 21 1 DOCUMENT LIBRARIES seen nnne hme sesesasausesesessese sese 21 2 DOCUMENT LIBRARY BEST PRACTICE ccccececcccucucuceucusucucaueususuvauaususetavaununenanags 21 COMMI ucIEKT 21 4 LISTS BEST PRACTICES eeeee enhn hehehe nmn nesesusaesusesessusesesesessusesesessu seen 21 23 MANAGE CONTENT AND STRUCTURE 25 cincscttetondens ciwatetedadwews bxur e koPiDerQfeRrxrtRe i 23 1 How ACCESS YOUR DOCUMENT LIBRARIES AND 15 5 23 2 OPTION 1 MANAGE CONTENT AND STRUCTURE cccccccecececcucecucaceususucavaususesavans 23 3 OPTION 2 VIEW ALL SITE CONTENT ccececcccecacuccucucucuceueusesuvaueusunstavausunenanags 25 SECTION S vnc een tcewe ancien EEEE AE 27 UPLOADING FILES ccc ccc cc cece ce n hn mmm hm hmmm nm rn nemen rennen nnn nere uses 27 1 UPLOADING VIA VIEW ALL SITE CONTENT cccceccccecececcucucuceueusususaveususetan
3. e Membership Request This web part allows unauthenticated users to request membership to a site Advanced Web Part gallery and options Add Cancel http demo pacounties org layouts webpartgallerypickerpage aspx Site Internet Protected Mode Off Page 32 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Se 1886 SHAREPOINT USER GUIDE 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 ere to add new content Right Minimize Close Change properties of this shared Web Part These changes will apply to all users 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 Welcome Kathie Glassel Change My Password 7 0 Version Checked Out Status Only you can see and modify this page Page Workflow Tools 3 CheckIntoShare Draft Q3 Publish o Remember to check in so other people can see your changes Do not show this message again we CCAP SharePoint COUNTY COMMISSIONERS Resources J ASSOCIATION OF PENNSYLVANIA r The sky is the limit Serving Counties Since 1886 F P ES Web Program Enroliees Only Learn SharePoint Site Users Administration CCAP SharePoint Resources The CCAP Web Site Page Conten
4. 6 Members Can view only Can view specific lists document libraries list items folders or documents when given permissions 5 SharePoint Workflow Workflow can be setup behind the scenes to enable automated business processes An example is the new approval process This process is to support consistency in public content Another example could be a form that one would fill out The data would then be e mailed directly to the appropriate person and get stored where it is supposed to be Workflow would be set up by the technology department 6 SharePoint Templates CCAP has developed custom templates that will meet the needs of most sites you will build Templates offer the ability to have consistent layouts throughout your entire site 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 b Web parts are like little programs that allow different functions on a Web page 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 O g Audience targeting is a way to only show content to a specific group of people This would be setup based on groups mentioned in number 5 Above For example let s say you have a Members
5. But this listing is useful resource to County Administration help county decision makers know to whom to turn when soliciting bids on a project of when the county is in need of consulting or other professional services And T RR tm Updates or changes to information as it appears in the Courthouse Connection may be submitted to Mandi Education Glantz CCAP Director of Member and Vendor Relations at molantz pecountios org Glimpse Vendor Search CCAP Academy Adiong nm Company is equalto Insurance Programs Category One Finer name Category Two Description Catagory One atagory Tw pt Resources C Affinity Health Services Inc Consulting Nursing Home Services Allan Collautt Associates Inc ACA Consulting Human Services C Allegiant Asset Management Asset Management Pension Services 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 Glimpse Vendor Search CCAP Academy ee zd n ment Company contains COW Add Retneve Data Insurance Programs ompany Nam gory Y ategory E C COW Government Inc Consulting Technology Search Results To display data in this web part select an item in Veniar Search Page 57 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Counties Since 1886 SHA
6. Only nd modify this page Page Workflow Tools preces e Draft IRI Q Rem ember to check in so other people ci ur changes Do not show this sage again CCAP SharePoint COUNTY COMMISSIONERS Resources XX ASSOCIATION OF PENNSYLVANIA The sky is the irit Serving Counties Since 1886 m CCAP SharePoint Resources The CCAP Web Site CCAP Web Program About Our Web Hosting CA Edit Content NewsLetters Click here to add new content DSF To SharePoint SharePoint Project SharePoint HelpDesk Project Schedule SharePoint Training SharePoint Resources i MH Resource amp Project Page 31 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA La SHAREPOINT USER GUIDE 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
7. 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 listis similar to that of a spreadsheet If it can be in a spreadsheet it can be in 8 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 s
8. as well as the county they are a member of Page 58 of 61 CCAP Scene Serving Counties Since 1886 COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA SHAREPOINT USER GUIDE Directory Searching Actions County is equalto adams county Retrieve Data County Last Name Adams County Weikert Adams County Snyder Adams County Moreno Adams County Neiman dame Cauntw First Name z George Glenn Lisa Paula Inhan Profile County Adams County First Name Glenn Last Name Snyder EMAIL asnyder adamscounty us Address 111 117 Baltimore St Line Two CITY Gettysburg STATE PA ZIP 17325 HOMERULE PHONE 717 337 9820 FAX 717 334 2091 POPULATION 91292 CLASS 6 Meeting Days Every Wednesday 9 00 AM Web site http www adamscounty us adams SOMILES 526 Adams County is well known for its historical significance Its rolling foothills mountains and valleys provide a picturesque backdrop to the site of the Battle of Gettysburg in the 4mericanCivil War and President 4braham Lincoln s Gettysburg Descriptio Address Today agriculture is the major employer meodiicina and mnraceccina manw fruit neodiict 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
9. b Click on Settings c Select List Settings or Document Library Settings this will vary depending upon what you clicked on Home Web Program Enrollees Only Learn SharePoint Site Users Administration _ Site Actions s gt SharePoint HelpDesk 4B TE SP CharaP Jalnnacl areroint HeipLes List Information Name SharePoint HelpDesk Web Address http demo pacounties org Lists Issue Tracking My Issues aspx Description SharePoint Help Desk Tracking General Settings Permissions and Management Communications u Title description and navigation u Delete this list a RSS settings a Versioning settings a Save list as template a Advanced settings a Permissions for this list a Audience targeting settings a Workflow settings a Information management policy settings d You want to change Advanced settings and Workflow settings Page 51 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 52 of 61 CCABE COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Cones Sce 1886 SHAREPOINT USER GUIDE 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 announcem
10. emne Page 46 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA La SHAREPOINT USER GUIDE 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 ces Home Web Program Enrollees Only Learn SharePoint Site Users Administration ZCAP SharePoint Resources gt Custom Test Lis
11. or summary links follow the instructions for modifying the Web Part 1 Content Editor 2 Summary Links 3 Images Page 40 of 61 CCAP Screen Serving Counties Since 1886 SECTION 12 COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA SHAREPOINT USER GUIDE 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 Welcome Kathie Glassel Change My Password zi 4X s 07 34 P SharePoint Resources sky is the finnit tool Checked Out To Me All documents and pages checked out to me in this site and subsites Last Modified By Me documents and pages last modified y me in this site and subsites c ending Approval documents and pages submitted by me and waiting for approval in this site and subsites My Tasks All tasks assigned to me in this site and subsites All Draft Documents All documents and pages not yet published in this site and subsites Going Live Within Next Seven Days All documents and pages that will be published and visible to readers within the next seven days in this site and Edit Page 7 Change the content and on this page Tis Create Page Hide Page Editing To View All Site Content View all libraries and lists Site Settings Manage site settings on th
12. In sources Cover 5 SERVICES RFP Unpublish this version neric County User Manual County User Manual p Te Draft SharePoint Hosted Service Level Agreement Kick Off Meeting Agenda Moc aji 6 8 9 1 6 8 6 8 6 8 6 1 6 4 6 4 6 8 9 1 6 1 8 1 9 1 8 1 9 1 next to the item image document page and click on Actions this shows some different options you can do with that item All Documents 19 Web Hosting Services Program Features f You can select multiple items and publish or check in all at once Page 24 of 61 CCABE COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 3 Option 2 View All Site Content a Click on Site Actions gt View All Site Content b ui opens a Window like below ttp demo pacounties org _layouts viewlsts aspx 4 X Live Search http d layouts l 4 p File Edit View Favorites Tools Help Vk de Al Site Content E Page v Tools Serving Counties Since 1886 Home Web Program Enrollees Only Learn SharePoint Site Users Administration Site Actions 7 CCAP SharePoint Resources gt All Site Content 3 m All Site Content The CCAP Web Site Name Description Items Last Modified CCAP Web Program About Our Web Hosting Document Libraries Lye demo images Image library for demo pacounties org 12 2months ago DOCS 0 10minutes DSF To SharePoint l m Shar
13. 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 e Design 4 x li ionwealthB Pages default B click Rich Text Editor m Rich Text Editor Zaddawebpat Gyadaswebpart source code click Source Editor art edit X ee ee Source Editor Content Link To link to a text file type a URL Test Link ente Center Right Appearance Fy Adda Web part C Add a web Part En Content Editor Web Part Foote Height Should the Web Part have a fixed Adda Web pat height Yes Pixels v 9 No Adjust height to fit zone Width Should the Web Part have a fixed width Yes Pixels 9 No Adjust width to fit zone Chrome State Minimized Cancel Apply Internet Protected Mo 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 C
14. Out Me 7 Modified 4 2 2009 7 40 PM Page 41 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 42 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA e SHAREPOINT USER GUIDE 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 C3 P gt Md if Task Please appr Mend j qM jned to yc Message HTMI x Messag v e Developer 1 gt PA Fin A 223 2S tee v Sign E E ly N Categorize Follow WN fark as Send to toal Folder Rule Actions Sender Sele OneNote Respond A E mail Options Fe From SP Admin Sent Sat 1 31 2009 11 50 AM To Kathie Gassel Cc Sul rkfiow Tasks Pi ove Man g ha g 2 Perform the specific activities required for this task 3 Use the Edit this task button to mark the task as completed If you cannot update this task you might not have access to it Click here to request access 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 Page 43 of 61 C
15. SHAREPOINT USER GUIDE 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 New User Register Here Your account creation request has been successfully submitted A confirmation e mail has been sent to the e mail address you provided Please follow the directions included in the confirmation e mail to finalize your account and receive your user name and password Z Message 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 rr a To Sign In a user ne R T XG clicks where it says 3 LT Sign In upper right hand corner Gr 5 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 Connect to demo pacounties org Authentication Required ES Y o A username and password are being requested by http demo
16. 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 Page 11 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 12 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Se 1886 SHAREPOINT USER GUIDE 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 Re
17. files to the site b If you would like to use CSS please see your Site Administrator Page 19 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 20 of 61 CCAB e COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 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 Itis 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
18. 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 ACADEMY forkKXCELLENCE inCOUNTYGOVERNMENI A Program of the County Commissioners Association of Pennsylvania Elective Credits Contact Mandi Glantz at 717 526 1010 x 3339 with questions or comments about the Academy for Excellence in County Government 18 total course credits are needed to be eligible for Academy graduation 10 total course credits need to be earned after your initial Academy graduation date to be eligible for Advanced Certification Your Elective Credit total is listed below Core Courses 8 different courses are needed to be eligible for Academy graduation prior to 1 1 1999 7 difference courses were needed to graduate 3 other specified courses need to be taken after your initial Academy graduation date to be eligible for Advanced Certification Click here for a list of Academy Courses core courses Summary Course Type Course Date Credits Program Graduated Required County Functions amp Responsibilities Fall 2007 11 18 2007 0 Academy No Required Innovative Approaches to County Government Fall 2007 11 18 2007 0 Elective 2008 Child and Family Services R
19. list Changes made tothe parent site permissions will no longer affect this list 4 From here you can set up security as needed Page 47 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 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 Examples 1 1 Metadata Column Name Main Category 1 Administration 2 Finance 3 Human Resources 4 Commissioners 2 2 Metadata Column Name Sub Category 1 Policies 2 Minutes 3 Reports 4 Miscellaneous 3 3 Metadata Column Name Month 1 01 January 2 02 February 3 03 March 4 Etc 4 4 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 b c d e f g h While Logged in click on Site Actions gt
20. 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 GE aspx ControlMode Edit amp DisplayMode Design Add Web Parts Webpage Dialog Exm KG r http demo pacounties org layouts webpartgallerypickerpage aspx Siteld ae68e43e 181f 474a 8309 809bb372173b amp Web CCAP SharePoint Resources han Add Web Parts to Header be can iy SharePoint List Filter Filter the contents of web parts by using a list of values from a Office SharePoint Server list SQL Server 2005 Analysis Services Filter O Filter the contents of web parts using a list of values from SQL Server 2005 Analysis Services cubes Si iy Text Filter Filter the contents of web parts by allowing users to enter a text value Miscellaneous ChangePasswordWebPart Contact Details Use to display details about a contact for this page or site 3 M Es Content Editor web Part Use for formatted text tables and images Use ror rormatu Content Editor Web Part ERY Tornrwer rare Use to connect simple form controls to other Web Parts Image Web Part Use to display pictures and photos eal List Web Part for Microsoft Dynamics CRM 4 0 Use the List Web Part to view Microsoft Dynamics CRM data i LoginWebPart
21. pacounties org The site says Forms Auth To Basic Auth h User Name i Password The server demo pacounties org at Forms Auth To Basic Auth Cancel requires a username and password a Warning This server is requesting that your username and password be sent in an insecure manner basic authentication without a secure connection User name Password C Remember my password Page 14 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA ASSOCATONOEPENNSYIVANA Serving Counties Since 1886 SHAREPOINT USER GUIDE SECTION 4 MANAGING YOUR PASSWORDS 1 Forgot My Password Feature 8 6 When a registered user forgets their password or needs to reset it for another reason they can by following the below steps On the main page click on Forgot My Password s x Google p fy By wv ity Gy Sign In Register Forgot My Password MII Using the user name and e mail address you registered on the site with enter both then click Submit CCAP SharePoint Resources The CCAP Web Site CCAP Web Program About Our Web Hosting Reset Your Password Here User Name E mail Required Fields The e mail will have the new password these are system generated therefore very cryptic dU ee You have requested this mail because you have forgotten your password to Your temporary password is JO eCagNjlyoYf Your temporary password
22. to Director Finance amp A E Court St Doylestown PA 18901 or emailed to HRCareers co bucks pa us EOE Date posted 2 2 2009 Closing Date 2 13 2009 Contact Person Karen Nagy Singleline oftext Contact E mail kmnagy co bucks pa us Address 50 North Main Street Doylestown PA 18901 Phone Number 215 348 6547 Single line of text Created at 2 2 2009 8 24 AM by fbaadmin Close Last modified at 2 5 2009 2 01 PM by fbaadmin Ad 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 b C d Ec When logged in select Site Actions gt View All Site Content Open the list library etc that you want to change the settings Click on Settings gt Library Settings or it may say something different depending upon what you entered into This opens the following Window ot Customize SharePoint HelpDesk List Information Name SharePoint HelpDesk Web Address http demo pacounties org Lists ITssue Tracking My Issues aspx Description SharePoint Help Desk Tracking General Settings Permissions and Management Communications a Title description and navigation a Delete this list a R55 settings a Versioning settings a Save list as template Advanced settings Permissions for this list a Audience targeting settings a Workflow settings a Information management policy settings
23. 1 900 963 4 239 or visit COW G Wel b site 3 COWG om If ytur cempeny does business or would We do Dutness wih Pennsytiana courtes and woud ie sted n the Courthouse Conrecton iemet Protected Mode OM 410 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 COUNTY COMMISSIONERS LLL ASSOCIATION OF PENNSYLVANIA aing Counties Since 1886 Home Members Only Reta Toolkit For Newly And vendors 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 g Counties Since 1886 County Commissioners Association of Pennsylvania gt Members Only Associate Members Directory Searching Profile And Vendors Actions 7 To display data in this web part select an item in Directory Searching CCAP Publications County is equalto Add County News County Legislative Bulletin First Name Last Name First Name C Adams County Weikert George Conferences Sorina C Adams County Snyder Glenn 3 From your results then select a particular individual and select enter Individual information will be listed about that person
24. CAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 44 of 61 CCABE COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE SECTION 14 CREATING LISTS amp 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 b C Go to Settings gt List Settings When logged in select Site Actions gt View All Site Content Click on Create di Home Web Program Enrollees Only Learn SharePoint Site Users Administration Site Actions CCAP SharePpint Resources gt All Site Content Es All Sitd Content z TU Create view Site Content The CCAP Web Site Name Desc Items Last Modified CCAP Web Program About Our Web Hosting Document Libraries a Newsletters amp 3 demo images Image library for demo pacounties org 12 2months ago ST ear 531 DOCS 0 19hours ago Select Custom List from the Custom List column or the type of item you want to create TT Custom List Create a custom list when you want to specify your own columns The list opens as a Web page and lets you add or edit items one at a time Libraries Communications Tracking ustom Lists a Document Library a Announcements a Links 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 o
25. COMMISSIONERS ASSOCIATION OF PENNSYLVANIA AOON Serving Counties Since 1886 4 9 6 7 SHAREPOINT USER GUIDE 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 Avoid the use of the word menu 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 Click OK c Adding Links To The Summary Link Web Part 1 Click on New Link Tors E IL I There are no items to show in T view I mmo mm oum um oum m GRO m Center e ft Pantar pism uu Lc a a In the New Link dialog box type a name for the link Browse for or manually type in the address url of the desired page in the Link URL box It is also good practice to type in a Description which you have the option of displaying and a Tooltip alternate text Click OK New Link Webpage Dialog Ea le http demo pacounties org CCAPWebProgram _layouts CmsSlwpAddEditLink aspx IF r this summary link The title is the link text displayed for the mmary link displays depend
26. Documents Content and Structure Reports 7 9 2009 3 13 Form Templates demo images 8 14 2009 1 0 0 0 53 Master Page Gallery Documents 9 25 2009 Pags B Form Templates 7 3 2003 ite m S a m ER rages 9 30 2009 wm C You click on the to expand the view of the desired item Page 23 of 61 CCAPBIE Serving Counties Since 1886 COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA SHAREPOINT USER GUIDE d The below example shows a Subsites Documents Library to the left highlighted and File Edit View Favorites Tools Help the documents within that document library to the right we od Documents Site Content and Structure Back to CCAP SharePoint Resources IR Site Content and Structure i Refresh all Documents All Documents a amp CCAP SharePoint Resources 58 4 CCAP SharePoint Resources Search Center amp id CCAP Web Hosting Program CCAP Project Documents p 3 CCAPWebProgram Documents Forms Allltems aspx 43 GB SharePoint Project Schedule 53 Videos Workflow Tasks dili Demo Team Site 818 MPP 8 d PACDAA Team Site amp amp SP Training If ActiveDirectoryConfig ijf Content and Structure Reports demo images Documents Form Templates E Master Page Gallery Ey e If you place a check in the box Gc Edit View File p ab
27. Point site CCAP ONLY a Project Documents By design as a unregistered user of this site you will under Learn SharePoint Si wat haua aannnn ba minh af tha infarmatian lanntad Please note that this site is for training purposes Page 17 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 18 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA La SHAREPOINT USER GUIDE 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
28. REPOINT USER GUIDE le Mtp www pacounties ceg Pages CourthouseConnection aspe v x Googie P File Edit View Fevomtes Toots Hep d B Pages CourttioneCo x ge Create Page Fall endorsement by CCAP of a product e provided by the age But this listing a useful resourc County Administration ty decision makers know to hem 0 tum when solic g bids on a project or when the county is n need of consul ng or other professional services Updates or changes to information as it appears in the peine Connection may be submitted to Mand Education Glantz CCAP Drector of Member d Vendor Relations at mglantzipacounties org Girmooe Vendor Search COW Gevernne Inc CorsJtng Tecnology Search Results Email Contact Web ete View AU Company COW Governmert Inc Contact Person McOonald Tithe ied Account Executive jmmmcdeocimg Address 41 Worth 7th Street Lre 2 City Coopersturg State PA Ze 18036 Telephone 877 354 816 Pox 847 960 0921 Te ship True Web ste htpz www cdmg com v Government Inc COW G a wholly owned subsidiary of COW Corpor ed uc iara provider to federal state and gover and areenaa uti w G g the ends cf these markets by delivenn g best in c ns more than top name technology Acer Descrip Adobe Appie Osco EMC Fujitsu 1BM Lenovo Microsoft sonic tum Samsung Sony Symantec Xero madon ee Cee aree offer rocurement options services and solud re infor cii
29. Rd EVER EE QE EX LR EXAMPLES OF EHINGS ret Mss Es OD PN Page 5 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 6 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE SECTION 1 ABOUT SHAREPOINT 1 What is Microsoft Office SharePoint Server MOSS or SharePoint a b Microsoft Office SharePoint Server 2007 is an integrated suite that includes Comprehensive content management Enterprise search Workflow business processes such as on line and automated forms a Collaboration Ability to turn information to knowledge business intelligence hy SharePoint SharePoint is a very flexible solution with a vast amount of capability 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 eee 2 SharePoint Sites a b A site or subsite is a contextually based and directl
30. S ANONYMOUS 5 5 11 2 WHY HAVE USERS REGISTER FOR YOUR SITE cccccecceeceeuueeuueeuueueueunueuueeuueeaueeans 11 c8 Mc 13 REGISTERED USERS ren PIE GA EEDROPbeSS VE SEED SIDON DICE ni URN CRDI 13 1s REGISTRATION FEATURE oss E DNO op ES URS rena DE S pu ran PRESE 13 2 REGISTERING FOR THE SITE Dae Es air cine CR EROR Gn S UO CR RR 13 3 SICNING IN ereenn 14 cO E EEEE E ne 15 5 15 1 FORGOT MY PASSWORD FEATURE cccccceuccccsccccnucenuceauucuuseausseusseussuceauceauueaureas 15 2 CHANGE MY PASSWORD FEATURE csccccccaccceucscussecsnucesucenuceauueuuueuasseusseusseunnags 16 IE ER ee ee eee ee 17 AUDIENCE TARGETING EdOS N DIEA E RUE Muta o PERDER 17 1 AUDIENCE TARGETING esseesse nhe enne esae rendue dana aaa aenea hana anna nn 17 2 EXAMPLES OF AUDIENCE TARGETING cccccccccccecceuceeuceeuueneueeuuecuuseusseuteuuteuunnans 17 cipe p 19 STYLES AND CONSISTENCY THROUGH 5 5 5
31. SSIONERS ASSOCIATION OF PENNSYLVANIA Lz SHAREPOINT USER GUIDE 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 gt View All Site Content gt Select the List these instructions work for Document Libraries as well
32. View All Site Content gt Select the List these instructions work for Document Libraries as well Click on Settings Select List Settings or Document Library Settings this will vary depending upon what you clicked on 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 This opens a new Window Name your view the name of the Category 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 You may need to change Sort or Group by Once done click OK NOTE Repeat this for every main category IF you are using MetaData see special notes below Page 48 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Sce 1886 SHAREPOINT USER GUIDE 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 e Add Web Parts Webpage Dialog 3 http demo pacounties org _layouts webpartgallerypickerpage aspx Siteld ae68e43e 181f 474a 8309 809bb372173b amp Web v CCAP SharePoint Resources 3 Add Web Parts to Header 3 Lists and Libraries E If ActiveDirectoryConfig Bam
33. Web Hosting E acci ibt Resources te flours len ad Sha int lowing site to test 3 25 2009 11 00 AM Resourceful Web Sites This site s main purpose is a resource center for CCAP s Web Program participants A a CCAP Web program http demo pacounties org SPTraining default aspx b Program Member Sees Home CCAP SharePoint Resources Windows Internet Explorer COW Y le http demo pacounties org default aspx x Googie 2 File Edit View Favorites Tools Help We Home CCAP SharePoint Resources fy Oy rity G 5 Welcome Kathie Glassel Change My Password CCAP SharePoint NTY COMMISSIONERS gt ASSOCIATION OF PENNSYLVANIA The sky is the dimit Serving Counties Since 1886 The CCAP Web Site CCAP SharePoint Resources Updates o Welcome to CCAP SharePoint Website About Our Web Hosting Date ueri Resources DSF To SharePoint You See TC a en MAR 3 25 2009 11 00 AM out SharePoin SharePoint Project SharePoint HelpDesk This site s main purpose is a resource center for http demo pacounties org SPTraining default aspx Project Schedule CCAP s Web Program participants A a CCAP Web program participant you ll find lots of resources for converting your pages from DSF to SharePoint here as ii SharePoint Resources well as some assistance with the designing of your Others will have access to gt the same content so keep Resourceful Web Sites Share
34. X Pages CommonwealthB e Welcome Kathie Glassel Change My Password Site Actions CCAP SharePoint CCAP COUNTY COMMISSIONERS Resources 2 2 x ASSOCIATION OF PENNSYLVANIA The sky is the limit j A Serving Counties Since 1886 F3 CCAP SharePoint Resources The CCAP Web Site Site Collection Documents CCAP Web Program Actions Settings View About Our Web Hosting Type Na 9 Upload Document Modified Modified By Checked Out To Notes Category T Upload a document from your xi NewsLetters m computer to this library 9 10 2009 3 18 PM Kathie Glassel Public Best Practice DSF To SharePoint i tj 7 17 2009 7 59 AM Rita Reynolds SharePoint Project SharePoint HelpDesk tj ran 9 1 2009 11 35 AM Kathie Glassel Public Best Practice Project Schedule t3 May 2009 Technology Programs Update 9 1 2009 11 35 AM Kathie Glassel NewsLetter SharePoint Training t September 2009 Web Services Update 9 1 2009 11 35 AM Kathie Glassel NewsLetter SharePoint Resources Resourceful Web Sites Daceiirca amp Droiact e elect the file s you wish to epee and click OK Home Web Program Enrollees Only Learn SharePoint Site Users Administration Site Actions Upload Document Name Browse to the document you intend to upload Dunn Upload Multiple Files Add as a new version to existing files Version Comments Version Comments Type comments describing what has changed in this versi
35. 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 Checked Out Status
36. annens 27 2 COPYING THE LINK OF YOUR UPLOADED FILE sccceccccecuceccucucucaceususutavaususenanans 28 SECTION IO ZE E 29 CREATING PAGES Lie ence cresctus aerer AEE Ee NEARE EIERE 29 1 CREATING A NEW PAGE ccccccccccccucaccccccucucaccncueusaeeneususaeaeeusususaesusueusanensununs 29 els EON Bae 31 8 31 EP ie ujePR lem 31 NER 31 3 THE CONTENT EDITOR WEB PART 45er Er ERTREFIFRR n ESYSFRiRUEZ Te RE YEYERSUVE IPC REF EDUEAT S 32 4 THE SUMMARY LINK 35 5 THE IMAGE WEB PART cccccccecececcucucucuceusesecaceusutetetateusenetataunusenetataunenenanags 38 6 EDITING A PAGE eeeeeee nennen hehehe ne sesesassesesessssesesessssesesesesssse seen 40 SECTION T2 41 FINDING FILES PAGES LAST MODIFIED BY YOU ccccceeccecceeceeeeeeeuueeueeueeuueaes 41 BEC ION m 43 APPROVING A PAGE 1 cece cccccccceccceucucecucuueususetuteususesasateusesetatausenesatataunenenanannens 43 1 How Do I KNOW I HAVE TO APPROVE AN ITEM ccccecececcucucuceueususucuceususesavaunens 43 SECTION TA
37. artment Title SIP Address First name Last name Work phone Office User name Web site Responsibilities Test Field Created at 1 27 2009 4 58 PM by fbaadmin Last modified at 5 18 2009 9 14 AM by Kathie Glassel On this Window you can either add an alert or delete alerts je 69 My Alerts on this Ste PENE County Commissioners Association of Pennsylvania Welcome Kathi COMMISSIONERS County Commissioners Association of Pennsylvania __ASSOCIATIONOF PENNSYLVANIA Serving Counties Since 1886 County Commissioners Association of Pennsylvania Members Only CCAP Intranet CCAP Support Team Calendar About PA Counties About CCAP Use this page to manage the list of libraries files lists and items for which you receive alerts Note that some alerts such as system generated task alerts do not appear on this page Click the edit its settings Add Alert X Delete Selected Alerts Alert Title Frequency Immediate Legislative Bulletin Site Membership Review List Page 54 of 61 CCABE COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sering Counties Sce 1886 SHAREPOINT USER GUIDE e To add an alert click on Add Alert 5 Site Collection Images This system library was created by the Publishing Resources feature to store images that are used throughout the site collection View this list Style Library This system list was created by the Publishing Resources feature to store custom XSL
38. boo Configuration List F 13 CCAP Assets 7 uil Content and Structure Reports Use the reports list to customize the queries that appear in the Content and Structure Tool views ia demo images Image library for demo pacounties org This system library was created by the Publishing feature to store documents that are used on pages in this site Documents Documents plates This library contains administrator approved form templates that were activated to this site collection 53 Pages This system library was created by the Publishing feature to store pages that are created in this site 7 m Reusable Content Items in this list contain HTML or text content which can be inserted into web pages If an item has automatic update selected the content will be inserted into web pages as a read only reference and the content will update if the item is changed If the item does not have automatic update selected the content will be inserted as a copy in the web page and the content will not update if the item is changed E m SharePoint HelpDesk SharePoint Help Desk Tracking Mma Advanced Web Part gallery and options Add Cancel http demo pacounties org _layouts webpartgallerypickerpage aspx Site Internet Protected Mode Off 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 yo
39. can be changed immediately by logging onto the Change Password Page using your user name and temporary password The ChangePassword page is located at Thank you Copy this password to perform a Change Password step below You have requested this mail because you have forgotten your password to Your temporary password is JO eCagNjlyoYf Your temporary password can be changed immediately by logging onto the Change Password Page using your user name and temporary password The ChangePassword page is located at Thank vou Page 15 of 61 CCAP Esos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 2 Change My Password Feature a Once some is registered they can change their Password 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 Account kglassel Resourceful Web Sites CCAP ONLY Project Documents SharePoint Resources Old Password New Password Confirm New Password Change Password Clear Kathie Glassel s password will expire in 28 days 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 bac
40. e 8 Documents Site Content and Structure mu nn Favorites Tools Help Back to CCAP SharePoint Resources pra Site Content and Structure Up Type ag i Mz Rs oz MAP Actions Sett nas Name Affiliate Sample Web Site Project Schedule BestWebPracticesResearch Blank Web Site Map CCAP SharePoint 2009 Web Hosting Services Program Features CCAP SharePoint Resources Cover CCAP WEB SOLUTIONS SERVICES RFP CCAP Final Draft Generic County User Manual County User Manual Draft LG Acceptable Use Policy Draft SharePoint Hosted Service Level Agreement DSF to SharePoint Project Info Form Kick Off Meeting Agenda Process Milestones Registering for the Site sharepoint 2007 highlights T El http demo pacounties org _layouts sitemanager aspx Source 7o2f_layouts 7o2fview sts aspx amp Filter 1 Refresh all Documents All Documents ih CCAP SharePoint Resources id CCAP SharePoint Resources Search Center id CCAP Web Hosting Program idi Demo Team Site gy MPP PACDAA Team Site id SP Training fil ActiveDirectoryConfig Content and Structure Reports 5351 demo images 551 Documents 551 Form Templates 535 Master Page Gallery 551 Pages m Reusable Content M SharePoint HelpDesk fen cae ou Mm kL 73 fs d 1 E ew T x aetungs LA OP Site Project Schedule search Check Out Discard Check Out Check
41. ePoint Project Documents This library was created by the Publishing feature to store documents that are used on 0 10days ago i pages in this site SharePoint HelpDesk 53 Form Templates This library contains administrator approved form templates that were activated to this site 2 3months ago Project Schedule collection SharePoint Training Pages This system library was created by the Publishing feature to store pages that are created in this 18 Sdays ago site SharePoint Resources 53 Site Collection Documents can ie library was created E the Publishing Resources feature to store documents that are 5 2hours ago Resourceful Web Sites throughout the site collection a Resource amp Project amp 3 Site Collection Images This system library was created Vaid the Publishing Resources feature to store images that are used 16 3weeks ago orkbook throughout the site collection SiteAdmins 1 3months ago 53 SiteUsers 3 3months ago 53 Style Library This system list was created by the Publishing Resources feature to store custom XSL styles and 128 4months ago p cascading style sheets Picture Libraries CCAP Assets 178 10 minutes ago Lists ij ActiveDirectoryConfig Bamboo Configuration List 28 3months ago ij Content and Structure Reports Use the reports list to customize the queries that appear in the Content and Structure Tool views 7 3months ago Reusable Content Items in this list contain HTML or text content which can be inserted in
42. ee Lists further in this manual Page 21 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 22 of 61 COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA SHAREPOINT USER GUIDE SECTION 8 MANAGE CONTENT AND STRUCTURE 1 How To Access Your Document Libraries and Lists CAPE Serving Counties Since 1886 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
43. ents 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 OO r http Jwew pacounties org Usts Whats 20News test 2spx six llc X File Edit View Favorites Tools Help 9 What s New X 4 County Commissioners As COUNTY COMMISSIONERS o BBSOCIATIONOF PENNSYLVANIA Serving Counties Since 1856 Mg All Sites seere County Commissioners Associatic of Pennsylvania Associate Members What s New And Vendors New Settings CCAP Publications ate Post 2 s Edit in ipe ate sheet a County News Welcome Kathie Glassel 2 6 2005 form at Governor s Proposed Executive Bu CCAP Update Legislative Bulletin 1 2 wao TT Ex sheet 1 16 2004 a d Open rape Acc ccess Spring 1 15 200 LE 8 Microsoit 12 2 23 20 ase tice System Best Practices For The 21st Century Announces New Awa f 7 11 23 2008 Counties Say STOP To State Government Budget Actions Ghmpse CCAP Academy 9 23 2008 Place Of Confinement Priority Passes Relation 4 Atthe screen shown on the next page complete the information needed including how often you want to receive alerts immediate
44. eview 8 6 2008 1 Total Electives Elective Being an Effective Majority Commissioner 11 19 2007 1 Total Credits Elective CJAB Part I 8 4 2008 1 Elective CJAB Part II 8 4j2008 1 9 Elective Federal Human Services Legislative and Budget Issues 11 19 2007 1 Elective Local Tax Fairness Forums 4 1 2008 1 Elective Skills For Facilitating Effective Citizen Participation 11 20 2007 1 Elective The Use of Video Conferencing in Local Government 6 4 2008 1 Page 59 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 60 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE NOTES Page 61 of 61
45. f the item Custom Test List List Information Name Custom Test List Web Address http demo pacounties org Lists Custom Test List All tems aspx Description General Settings Permissions and Management Communications u Title description and navigation a Delete this list B R55 settings a Versioning settings B Save list as template B Advanced settings B Permissions for this list a Audience targeting settings a Workflow settings a Information management policy settings h On this Window you can change the title versioning approval requirement etc see below section on modifying settings Page 45 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE A Es ir You need to create all your columns where the data will be entered Scroll down and select Create Column Select the appropriate type of column you wish to add See the following example for common types used Job Postings HR Director Close New Item AA Edit Item X Delete Item 4 Manage Permissions Alert Me Job Title HR Director County Name Bucks Job Description Responsible for overall administration of Bucks Resources Department Bachelor s degree with five years of significant Human Resources experience Public sector personnel experience preferred Resume must be received by February 14 2009 Job Number 2009 01AD must be referenced on application Application an be mailed
46. gistration 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 File Edit View Favorites Tools Help we CCAP SharePoint A D Ev conmnssoners Resources ACCOWTIATIOAI SOW PVC IS ICVZL S AANA we od E Home CCAP SharePoint Resources 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 QUO http demo pacounties org SiteUsers UserRegistration aspx File Edit View Favorites Tools Help We fe SiteUsers UserRegistration I The CCAP Web Site New User Register Here CCAP Web Program About Our Web Hosting Required User Information Display Name Enter your information about the user All fields are required First Name Password Policy Last Name Must be at least 6 characters long E mail Address Job Title Company User Name Password eeeeeee Optional User Information Enter your information about the user All fields are optional indicates a required field Page 13 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886
47. ions Click on Edit Page NOTE IF you have the Page Editing Toolbar displayed you may also just click Edit Page Pes fee Ex ges KGTESTPAGE aspx Y 4 X Live Search Py f Pages KGTESTPAGE X Site Collection Documents Pages default um or E ooh v E Page G Tools v Welcome Kathie Glassel Change My Password Wiz 9a tre ied Status Only you can see and modify this page Tools 9 EditPage Lig Check In to Share Draft g Publish other people can see your changes Do not show this message again i ME in this site Create Site CCAP SharePoint Add a new site under this site COMMISSIONERS 4 E b Resources Hide Page Editing Toolbar ASSOCIATION Ge ci Hide the page status and editing i OF PENNSYLVANIA The sky is the mit E m View All Site Content i Hs View all libraries and lists in this site View Reports and tasks Site Settings ources Manage site settings on this site ng Counties Since 1886 b Reorganize content and structure in Content Editor Web Part A Manage Content and Structure this site collection To add content open the tool pane and then click Rich Text Editor View All Site Content dE View all libraries and lists for this site Summary Link Web Part Image Web Part Y To link to an image open the tool pane and then type a URL in the Image Link text box For Editing Content in the text images
48. ir 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 SharePoint HelpDesk i View All Items piv Actions S m New Item PN Cal egory Due Date Date Completed Web Site Date Reported Add a new item to this list mM N Test Open High Testing issue tracking on Functionality Nicolas demo pacounties org 4 17 2009 1 demo site Poague Test Open High Test For Kathie Functionality 4 24 2009 Kathie demo pacounties org 4 17 2009 i Glaccel 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 Durces SharePoint HelpDesk New Item Attach File 7 Spelling indicates a required Field Title Issue Status open zj Priority High Description and Resolution Category Branding Compliant Broken Links O CSS And Style Missing Content Functionality Improvements other Due Date zu TECH STAFF USE ONLY Assigned to TECH STAFF USE ONLY 44 Date Completed zu TECH STAFF USE ONLY Web site intranet pacounties org Date Reported Hm e Once the content is approved it is displayed on the web site BONUS Any person who has appropriate permis
49. is site collection _ View All Site Content View all libraries and lists Create a page in this site s site Create Site Add a new site under this ma Manage Content and Structure AA Reorganize content and structure in Web Parts ibar in this site this site for this site ak text box L4 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 Back to CCAP SharePoint Website Resources n Site Content and Structure column and selecting a sort option 4 Refresh all Checked Out To Me in CCAP SharePoint Website Resources AAD Cae a ne a d CCAP Web Program SharePoint Resources 4 SharePoint Training Site amp ij Content and Structure Reports 3 demo images amp 3 Form Templates amp Images a 1 Issue Tracking m BSW Adsebee Naan Ce You can choose to sort Ascending Descending or by a particular date on which you Actions Y Show Related Resources Type Title o 8 AAAMPTEST aspx have made the last modification View Checked
50. ith 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 Page 25 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 26 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 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 While logged in click Site Actions gt 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 nts Windows Internet Explorer 2mo pacounties org SiteCollectionDocuments Forms Allltems aspx 41 X Live Se prites Tools Help jes default Site Collection Docume
51. k in with new credentials j You may need to shut your browser and log back on rao Page 16 of 61 CCABE COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Sce 1886 SHAREPOINT USER GUIDE SECTION 5 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 e CCAP SI oint Resources V p EP l OO http demo pacounties org default aspx v 4t Google Pr File Edit View Favorites Tools Help x Bt Home CCAP SharePoint Resources A D B amp 2 9 9 Sign In Register Forgot My Passwort CCAP SharePoint Resources 2 2 zi T OF PENNSYLVANIA The sky is the limit Serving Counties Since 1886 JF These COW sente T The CCAP Web Site 5 a a CCAP SharePoint Resources Updates Welcome to CCAP SharePoint Website About Our
52. ks or a hyperlink Modified By Kathie Glassel Rita Reynolds Kathie Glassel Kathie Glassel Kathie Glassel View All Documents Category Public Best Practice Public Best Practice NewsLetter NewsLetter Page 28 of 61 CCAP Esos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE SECTION 10 CREATING PAGES 1 Creating A New Page 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 nsert your logo here by g Modify All Site Settings gt Title Description and Icon and p Members Only Calendar Page Title and Description Enter a URL name title and description for this page Page Layout Select a page layout to control how the page will be displayed Page 29 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 30 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Bros SHAREPOINT USER GUIDE SECTION 11 DESIGNING amp 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
53. lick OK Page 34 of 61 CCAP Screen Serving Counties Since 1886 SHAREPOINT USER GUIDE 4 The Summary Link Web Part a Adding the Web Part 1 This is located under the section called Default COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA 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 aspx ControlMode Edit amp DisplayMode Design Add Web Parts Webpage Dialog http demo pacounties org layouts webpartgallerypickerpage aspx Siteld ae68e43e 181f 474a 8309 809bb372173b amp Web CCAP SharePoint Resources A Add Web Parts to Top Left your organization is performing with respect to your goals 55 Details Services KPIs Default T el Content Query Web Part Use to display a dynamic view of content from your site on a web page E c I need to Displays tasks and tools from a list T c RSS Viewer Renders RSS Feed n Summary Link Web Part hweb Part Use to display the navigation hierarchy of your site on a web page T ea This Week in Pictures Library Filters 7 Sn Business Data Catalog Filter Filter the contents of web parts using a list of values from the Business Data Catalog E Bg Choice Filter Displays the details of a single status indicator Status indicators display an important measure for an organization and may be obtained from other data sources including SharePoint
54. lists Excel workbooks and SQL Server 2005 Analysis n Use to display links on your web page that can be grouped and styled and can be organized by dragging and dropping Displays one image from an Image Library and links to a slide show where users can see all of the images in the Image Advanced Web Part gallery and options Cancel add b Modifying The Summary Link Web Part http demo pacounties org _layouts webpartgallerypickerpage aspx Site Internet Protected Mode Off 1 Click Edit beside the web part you just added select Modify Shared Web Part Content Editor Web Part edit X To add content open the tool pane and then click Rich Text Editor Summary Link Web Part edit X Minimize e New Link New Group Configure Styles and Layout Close There are no items to show in this view X Delete Spada a web pat Change properties of this shared Web Part These changes will apply to all users 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 Page Content Cd Edit Content Click here to add new content Appearance Layout Advanced Content Editor Web Part edit X To add content open the tool pane and then click Rich Text Editor OK Cancel Apply Page 35 of 61 CCAP Eos COUNTY
55. loaded 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 Image Image Link To link to an image file type a URL o path Test Link http Alternative Text Image Vertical Alignment Middle Image Horizontal Alignment Center Web Part Background Color Transparent Appearance Layout Advanced ok j Cance Apply 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 Page 39 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 6 Editing A Page e Login to the Site Go to the page you want to edit Click on Site Act
56. ly 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 Page 53 of 61 COMMISSIONERS COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA CCAR srs Serving Cortes Since 1886 SHAREPOINT USER GUIDE b d Click on the Welcome your name select My Settings pacounties org Pages HomeNew aspx X Google s Tools Help Site Actions CCABRE s g Counties Since 1886 Sign in as Different User Login with a different account Request Access Email the site administrator to request additional permissions County Commissioners Association of Pennsylvania Sign Out 59 Click on My Alerts We d Personal Settings m B e 9 9 County Commissioners Association of Pennsylvania Welcome Kathie Glassel a CAPE County Commissioners Association of Pennsylvania ASSOCIATION OF PENNSYLVANIA Serving Counties Since 1886 Members Only CCAP Intranet CCAP Support Team Calendar About PA Counties About CCAP Site Actions County Commissioners Association of Pennsylvania J Edit Item My Regional Settings My Alerts See Account fbapacountiesinternetmember kglassel Name Kathie Glassel Work e mail kglassel pacounties org About me Picture Dep
57. 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 gt Manage Content and Structure b This opens a Window like below CCAP SharePoint Resources Site Content and Structure Windows Internet Explorer G e 7 le http demo pacounties org i File Edit View Favorites Tools Help Yo u ca n ma SS w CCAP SharePoint Resources Si K When in a document Y 4 x Live Search P library you can use n v d v Page Tools v select by clicking these subheadings to Welcome Kathie Glassel v Back to CCAP SharePoint Resources IR Site Content and Structure th IS C h ec kbox 5 Refresh all CCAP SharePoint Resources S O rt O r fi Ite r by I em Show 100 a CCAP SharePoint Resources Search Center Type Title Modified Created By ame CCAP Web mm E A CCAP SharePoint Resources Search Center 7 15 2009 5 ed i CCAP Web Hosting Program 10 1 2009 3i 3 PACDAA Team Site B Demo Team site You can amp d SP Training 88 we ME amp M ActiveDirectoryConfig Ma PACDAA Team Site 7 9 2009 S e e ct to Content and Structure Reports sp training 10 5 2009 3 demo images I ActiveDirectoryConfig 7 9 2009 VI ew u p to a 53
58. on OK Cancel i 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 Page 27 of 61 CCAP eiS Serving Counties Since 1886 COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA SHAREPOINT USER GUIDE 2 Copying the Link Of Your Uploaded File a While logged in click Site Actions gt View all Site Content b Open the document library documents or images etc where you want to get the URL of the file CCAP SharePoint Resources The CCAP Web Site CCAP Web Program About Our Web Hosting NewsLetters DSF To SharePoint SharePoint Project SharePoint HelpDesk Project Schedule SharePoint Training SharePoint Resources Resourceful Web Sites Resource amp Project Workbook CCAP ONLY Project Documents Find the File 020n0 Site Collection Documents New Upload Actions Settings Name Modified Chester County Benefits of 911 9 10 2009 3 18 PM CommitteesFinal2009 7 17 2009 7 59 AM Governance Best Practice Checdist 9 1 2009 11 35 AM May 2009 Techno Open 09 11 35 AM Open in New Tab 09 11 35 AM 8 8 pz p f September 2009 Y Open in New Window Save Target As Print Target Cut Copy Copy Shortcut Paste Add to Favorites Properties Right Click on the File Name Select Copy Shortcut You can then paste this as a URL Link in a Summary Lin
59. s on the style you http demo pacounties org CCAP Internet Protected Mode Off Page 36 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Counties Since 1886 SHAREPOINT USER GUIDE 6 If you wish to group your links simply click the New Group button 7 Type in a name for your group 8 To add a link to a particular group 9 Edit the link by clicking the dropdown arrow next to the desired link and selecting Edit Summary Links Summary Link 6 fd New Link New Group Configure Styles and Layout fd New Link New Group 22 Configure Styles and Layout p Reorder Reorder T Test Link There are no items to show in this view 1 This is an example of a link in the Summary Links web part EA Edt X Delete Top a Vdd a itek Parto 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
60. 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 Page 8 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA ATON OF PENNEY ANA Serving Counties Since 1886 SHAREPOINT USER GUIDE 9 Metadata a What is Metadata 1 25 3 Data about data word that describe your information Metadata is information about an informational resource be that a document such as a webpage image dataset or other resource 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 Page 9 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 10 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Lz SHAREPOINT USER GUIDE SECTION 2 1 Public Access Anonymous Access a Most content on a site will
61. sions can click on Actions and select Alert Me so that they know each time an issue has been updated resolved Page 56 of 61 CCAP Ess COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Sce 1886 SHAREPOINT USER GUIDE 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 Associate Members And Vendors CCAP Publications A onneciion CCAP Update Legislative Bulletin The County Commissioners Association of Pennsylvania is proud of its partnership with companias who do Conferences business with counties The Courthouse Connection is comprehensive searchable directory of CCAP s valued associate members Acceptance of any vendor as an associate member does not constitute fall endorsement by CCAP of a product or service provided by the vendor
62. styles and cascading style sheets View this list gt 551 Videos View this list Academy Detail i View this list M Alert Testing View this list Hg Biggest Loser Contest Calendar View this list n ijf CCAP Salary Survey 2009 View this list lij Content and Structure Reports E Use the reports list to customize the queries that appear in the Content and Structure Tool views View this list i Directions Directions to Hotels and othering locations View this list IT Job Descriptions Job Descriptions and Employment Resources for IT and GIS View this list i Job Postings Job Postings View this list m Legislative Bulletin z Legislative Bulletin updates View this list ij Policies Templates County Policies View this list IH Reauest for Proposals 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 J Q m Page 55 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Lz SHAREPOINT USER GUIDE 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 the
63. t CCAP Web Program E Edit Content About Our Web Hosting Content Editor Click here to add nev tent NewsLetters TEES To enter formatted text and graphics DSF To SharePoint click Rich Text Editor maie sees Rich Text Editor SharePoint HelpDesk a RE Project Schedule eee eee eee eee eee Source Editor SharePoint Training F Source Editor SharePoint Resources R ful Web Sites Top Left Top Right Content Link To link to a text file type a URL pene aoea a Workbook Test Link CCAP ONLY Project Documents Center Left Center Center Right Appearance Advanced Footer OK Cancel Apply 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 Page 33 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Sening Counties Since 1886 SHAREPOINT USER GUIDE 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 someoneQyoursite com subject Mail from Our Site 2
64. t gt Settings gt Permissions Permissions Custom Test List This list inherits permissions from its parent Web site To manage permissions directly dick Edit Permissions from the Actions menu Actions CCAP Demo Team Site Designers SharePoint Group CCAP Demo Team Site Designers Read Restricted Read CCAP SharePoint Resouces Owners SharePoint Group CCAP SharePoint Resouces Owners Full Control CCAP SharePoint Resouces Visitors SharePoint Group CCAP SharePoint Resouces Visitors Read Restricted Read CCAP SharePnint Resource Desianers SharePoint Group CCAP SharePoint Resource Designers Design 3 If you need special permissions on a list or library you can BREAK the inheritance by a Click on Actions gt Select Edit Permissions Permissions Custom Test List This list inherits permissions from its parent Web site To manage permissions directly click Edit Manage Permissions of Parent This list inherits permissions from its SharePoint Group CCAP Demo Teal parent Edit Permissions SharePoint Group CCAP SharePoin Copy permissions from parent and then stop inheriting permissions SharePoint Group CCAP SharePoin CCAP SharePoint Resource Designers SharePoint Group CCAP SharePoin CCAP Web Hosting Program Members SharePoint Group CCAP Web Hosti Cnn arr permissions Click Ok Windows Internet Explorer You are about to create unique permissions for this
65. 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 Page 37 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 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 aspx controllviode Add Web Parts Webpage Dialog 3 le http demo pacounties org _layouts webpartgallerypickerpage aspx Siteld ae68e43e 181f 474a 8309 809bb372173b amp Web CCAP SharePoint Resour 9 Add Web Parts to Top Right E SharePoint List Filter Filter the contents of web parts by using a list of values from a Office SharePoint Server list F Dj SQL Server 2005 Analysis Services Filter Filter the conten
66. to web pages If an item has 0 7months ago automatic update selected the content will be inserted into web pages as a read only reference 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 libra 9 WRAVUIVI T VAUZIVUVIOOTUTNEIRO i 7 ASSOCIATION 7 A V OF PENNSYLVANIA The sky is the limit Serving Counties Since 1886 pet CCAP SharePoint Resources The CCAP Web Site Site Collection Documents CCAP Web Program New Upload Actions Settings View All Documents Ey Chester County Benefitsof911 9 10 2009 3 18 PM Kathie Glassel Public Best Practice DSF To SharePoint SharePoint Project tj CommitteesFi View Properties cmo 7 59 AM Rita Reynolds SharePoint HelpDesk tj Governance GA Edit Properties 2009 11 35 AM Kathie Glassel Public Best Practice Project Schedule tj May 2009 Te A Manage Permissions 9 1 2009 11 35 AM Kathie Glassel NewsLetter SharePoint Training tj September 21 Edit in Microsoft Office Word 9 1 2009 11 35 AM Kathie Glassel NewsLetter SharePoint Resources X Delete Resourceful Web Sites Send To iun L Check Out CCAP ONLY iM Version History Project Documents Workflows Alert Me e By clicking directly beside the file you access a drop down menu w
67. ts of web parts using a list of values from SQL Server 2005 Analysis Services cubes E 5g Text Filter Filter the contents of web parts by allowing users to enter a text value Miscellaneous el ChangePasswordWebPart Contact Details Use to display details about a contact for this page or site F Eg Content Editor web Part Use for formatted text tables and images I Form Web Part Use to connect simple form controls to other Web Parts Image Web Part Use to display pictures and photos pipe for Microsoft Dynamics CRM 4 0 Use the List Web Part to view Microsoft Dynamics CRM data ea LoginWebPart 7 el Membership Request This web part allows unauthenticated users to request membership to a site Advanced Web Part gallery and options Add j Cancel 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 Minimize Close Change properties of this shared Web Part These changes will apply to all users 2 This opens a panel to the right on your screen where you make all your modifications Page 38 of 61 CCAP Eoss COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA RAEE SHAREPOINT USER GUIDE 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 up
68. u will see a dropdown menu entitled Selected View VAP The CCAP Web Site Page Content CCAP Web Program Cd Edit Content About Our Web Hosting You can edit the current view or ee Click here to add new content DSF To SharePoint TEE Right Selected View SharePoint Project Current view v SharePoint HelpDesk 7 RJ MUM Current view Project Schedule pete Un uuu m mmmmmmM 4 All Documents SharePoint Training 1 Documents edit X Explorer View SharePoint Resources Type Name Modified By lt Summary view gt Resourceful Web Sites There are no items to show in this view of the Documents document library To Selected View Resource amp Project create a new item click Add new document below Appearance Workbook 1E Add new document Layout CCAP ONLY E RR T le le alae bo Advanced Project Documents Content Editor Web Part edit X _ Cancel Apply To add content open the tool pane and then click Rich Text Editor Tan of Ton Riah lop L op Right 3 Select the view you wish to have your list displayed as and click or Apply Page 49 of 61 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 50 of 61 CCAB se COUNTY COMMI
69. y COUNTY COMMISSIONERS CCA ASSOCIATION OF PENNSYLVANIA Serving Counties Since 1886 SharePoint User Manual Developed By The CCAP SharePoint Team Revision 10 2009 CCAB se COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA LL SHAREPOINT USER GUIDE Page 2 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE TABLE OF CONTENTS SECTION T rererere ar EEEN E REE EER EAE 7 ABOUT ea AREE 7 1 WHAT IS MICROSOFT OFFICE SHAREPOINT SERVER MOSS OR SHAREPOINT 7 2 SHAREPOINT SITES aba ador n CR SR CHOR DRE DICH 7 3 SHAREPOINT SECURITY ccccccccucccusscussecsnuceeucenuueeuueuussausseussauesuceouceauueauueeuneas 7 4 SHAREPOINT ROLES AND PERMISSIONS ccecceecceceeeceeueeeuueeuueeuueeuueeuteaueeuuteaueeanes 8 5 SHAREPOINT WORKFLOW ccecceecceeceeeeeeneeeueeeuteuueeuueeuueeueeauetaueeaueeuueeuueeuueeuneas 8 6 SHAREPOINT TEMPLATES cccsccucscccnucccuccnuceeuueuuseuusseusseusseuenucesuceouceauuseuueeuneas 8 7 SHAREPOINT WEB PARTS cccccccucceucsenssanseuceeuceeuueeuueusseusseussauesuceouceauueauuseuneas 8 5 AUDIENCE 8 X ee ene ee ee eee eT 9 ECTO f E 11 NVI TTIR 11 1 PUBLIC ACCES
70. y 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 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 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 Page 7 of 61 CCAP Eos COUNTY COMMISSIONERS ASSOCIATION OF PENNSYLVANIA Serving Courts Since 1886 SHAREPOINT USER GUIDE 4 SharePoint Roles And Permissions a b Roles are created to group users into like functions 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

Download Pdf Manuals

Related Search

Related Contents

Protx - VSP Admin User Manual  Voice Editing Light Edition for D      Operating instructions HDI Two.1 Operation of the 2 option for the  HS-5200/5000 HS  VALIDATION  Après le classement du Round-up comme  Use & Care Manual  

Copyright © All rights reserved. Failed to retrieve file