SharePoint 2007 User Guide
Contents
1. Ven PM SharePoint Demonstration 2 Export Calendar Item Processing Steps po Steen Shots S Step 1 Add SharePoint events to your MS e aa el Outlook calendar 10 00 au SharePoint Demonstration First select the calendar event youd like to export fg 8 rr Jam IECH W500 PM SharePoint Demonstration 2 Step 2 From the menu options select New Item A Edit Item A Delete Item A5 Manage Permissions A Export Event Title Location Start Time End Time Description All Day Event Recurrence Workspace Attachments Created at 2 11 2010 3 33 PM by Ledyard Lyn Last modified at 2 11 2010 3 33PM bv Ledvard Lyn CSUF Date Last Revised 2 16 2010 Page 36 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 3 File Download x Do you want to open or saye this file Next choose whether to open or save the event item Name owsswr ics Type iCalendar File From sharepoint fullerton edu oen sow Je JV Always ask before opening this type of file harm your computer If you do not trust the source do not open or Q While files from the Internet can be useful some files can potentially save this file What s the risk Step 4 id Oo j A gt SharePoint Demonstration Appointment Appointment Insert Format Text p The event opens in MS Outlook Ch Seene aa c2. Due Date teated at 2 16 2010 1 26 PM by Ledyard Lyn ast modified at 2 16 2010 1 26PM by Ledyard Lyn Step 5 O Title Assigned To Task Status Priority Due Date Th e task is now u pd at ed al O ng with Create Training Deployment timeline new Ledyard Lyn 4 2 2010 o Perform Windows 7 Research new Perkins Kathleen 4 9 2010 the complete Attend Windows 7 demonstration new Arthur Lori 2 23 2010 Meet with Help Desk new Ledyard Lyn 2 26 2010 CSUF Date Last Revised 2 16 2010 Page 47 of 48 User Manual SharePoint 2007 User Guide Final Shared Document Page s Notable Features Select a View This area in the top left corner selects all the available formats for listing documents in the library By default there are two such formats e All Documents Displays one line of text for each document in the library e Explorer View Lists the library contents in a format resembling Microsoft Windows Explorer This is available only on Windows versions of Internet Explorer e Actions Additional commands for working within library documents e Alert Me The Alert feature sends e mail notifications to interested team members whenever another member changes some aspect in the Shared Document library e Export to Spreadsheet Downloads an Excel query file that points to the library content list After opening this file in Excel authorized team members can download modify or export the content list e Modify
3. 1 month SS Sa New user binders packets SS a 1 2 days after printing Learner Web set up class schedule training 10 tracks users 3 4 week week 11 Security Set Up George McCalmon Hours before class send trainers list of attendees who did and did 13 not attend Immediately after class Turn in Access Compliance Forms Immediately after class Varnes SharePoint is compatible with most programs including MS Office 2003 2007 MS Project Adobe PDF Image files jog bmp png Small Audio Video files etc CSUF Date Last Revised 2 16 2010 Page 7 of 48 User Manual SharePoint 2007 User Guide Final Uploading File s There are two common methods used to upload files to the SharePoint site single file upload or multiple file upload This section of the guide will demonstrate both ways to upload a file Processing Steps J Soemge Step 1 OTTTRAINING ITTRAINING gt SharePoint Project Choose the document library SharePoint Project where the file will be uploaded C a sais a Shared Documents Training Team Vries can be uploaded to the echarePomt Project document library or to a folder within the document libr ary CSUF Training Advisory Board Step 2 ITTRAINING gt SharePoint Project After determining the file s location select Upload Type Name e Modified 2 Modified By Presentations 2 8 2010 2 51 PM Ledyard Lyn Step 3 Next upload the file s using one of the following option
4. Emphasis Heading 1 Strong Subtitle Styles Make the necessary edits to the document The document and applicable changes become available on Daily Assignments M W SharePoint after the document is Check Voice mail and email all messages to cmstraining fullerton edu checked in Check Documents In Coamnlete anv nick wns deliveries around cammis CSUF Date Last Revised 2 16 2010 Page 13 of 48 User Manual SharePoint 2007 User Guide Final Document check in When you check in a document other users with access to the document library can see and edit the document Additionally your changes to the document are visible to those users You have the following options when checking in a document e Check in document e Check in changes saved to this document but keep the document checked out e Discard changes and undo check out There are two ways to check in a document 1 From Computer Program Application 2 From the SharePoint site Processing Steps po Screen Shots Step 1 Check In a Document from the Program Application i Insert Fage Layout Referentes Mailin After saving the necessary edits to d sen TM the document select the office a a Sen Times New Roman 112 e Ana button Sa Copy Faste 4f Format Painter 1 Clipboard Font B Z U x x Aar Thumbnails Step 2 Manage server information for the document Next
5. Step 6 Select Edit Item to edit the announcement A If necessary you can delete an announcement by selecting Delete Item Step 7 Edit the announcement as necessary Then click OK changes to save the Step 8 The updated announcement appears on the main SharePoint page CSUF Date Last Revised 2 16 2010 ITTRAINING Announcements Title Created By Modified fharePoint Live New harePoint site For IT Training We re Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The Following features have been enabled on your site The Following features are Fully supported by Information Technology officially live Ledyard Lyn 2 10 2010 3 17 PM Team Site Announcements Calendar Document Workspace fp X Delete Item X Delete Item BAManage Permissions Alert Me Permissions Alert Me Created at 2 10 2010 3 17 PM by Ledyard Lyn ast modified at 2 10 2010 3 17 PM by Ledyard Lyn 0 Cancel Attach File X Delete Item 7 Spelling indicates a required field Title SharePoint Live oy 4 9 2 a E AAI Bru S SS A T 1 Welcome to our SharePoint site for IT Training We re officially live Check back for more details soon Expires Created at 2 10 2010 3 17PM by Ledyard Lyn ast modified at 2 10 2010 3 17PM by Ledyard Lyn Announcements SharePoint Live nEw Welcome to our SharePoint site for IT Training We re official
6. T SharePoint Denson tralian CSUF Date Last Revised 2 16 2010 Page 34 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Steen Shots o O Step 5 Edit a Calendar Item To edit a calendar item select an event from the calendar by clicking on the even hyperlink Step 6 Next select Edit Item from the menu options A If necessary you can delete the calendar event by selecting Delete Item Step 7 The calendar item opens for editing Edit the event as necessary Click UK to save the changes CSUF Date Last Revised 2 16 2010 Sha rePoint Demonstration New Item l Alert Me Export Event Title Location Start Time End Time Description All Day Event Recurrence Workspace Created at 2 11 2010 3 40 PM by Ledyard Lyn ast modified at 2 11 2010 3 40 PM by Ledyard Lyn i Attach File 9X Delete Item Title Location ES Time End Time Description For these who couldn t attend the ist demo session I ll be holding another session February 16th ll Day Event Recurrence Workspace reated at 2 11 2010 3 40PM by Ledyard Lyn Last modified at 2 11 2010 3 40 PM by Ledyard Lyn Page 35 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 8 The event appears on the des calendar with updated details Ti 1 e E Sha rePoint Demonstration i a
7. ype Name Staff Bio Sheets Assignments II nEw Assignments NEw incident nEw Training Services Mew Traning Inventory NEw Use of CP330 NEW Use of University Plaza Mew 2 8 2010 1 57PM Assignments II New e 2 8 2010 1 20 PM Assignments New incident NEw Training Services NEw Traning Inventory new Use of CP830 new Use of University Plaza New Training Team Mew UTI Yp rs pi m EN Upload Actions Staff Bio Sheets Assignments II new Assignments MEW incident NEW Training Services Hew Traning Inventory MEW Use of CP830 new Use of University Plaza new Page 19 of 48 View Properties 2 9 2010 9 30 AM A Edit Properties 2 8 2010 1 20 PM 23 Manage Permissions 2 8 2010 1 21 PM WI Edit in Microsoft Office Word 2 8 2010 1 20 PM JED eg un end To gt 2 8 2010 1 21PM Au Check Out oJ Version History Workflows Alert Me Modintec 2 8 2010 1 57 PM 2 8 2010 1 20 PM 2 9 20 10 9 30 AM Windows Internet Explorer d x 2 Are you sure you want to send this item to the site Recycle Bin x hb ze ll User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 4 ITTRAINING gt Training Team Training Team The file and all version history are removed from SharePoint for all SharePoint site users New _ rune 1 LE Ca Upload Actions settings T Name
8. 2 8 2010 1 57PM W Assignments D New 2 8 2010 1 20 PM W W Assignments Trew 2 9 2010 9 30 AM incident new View Properties 2 8 2010 1 20 PM S Training Services new A Edit Properties 2 8 2010 1 21PM Traning Inventory New aa Manage Permissions 2 8 2010 1 20 PM EA Use of CP830 new cy Edit in Microsoft Office Word 2 8 2010 1 21PM W Use of University Plaza new A Delete 2 8 2010 1 21PM Send To dn Check Out Al Version History zi Workflows Alert Me CSUF Date Last Revised 2 16 2010 Page 17 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 4 The version history for the document is displayed Version Number Modified Date Tim No Modified Modified By Size Comments Modified By 2 9 2010 9 30 AM Ledyard Lyn 33 5 KB File Size 2 8 2010 4 21 PM Ledyard Lyn 33 5 KB Added Training phone extension Version comments if Title Assignments entered All versions of this document are listed below with the new value of any changed properties Delete All Versions The drop down menu provides additional options View view a previous version of the document 3 as read only Delete All Versions All versions of this document are listed below with the new value of any changed pr No Modified Modified By Restore revert back to Fe 2 9 2010 9 30 AM Gef a previous document i ER Pergeeeetm version The current file 1 0 2 8 2010 4
9. 20 2010 9 22 AM S My Music Sharepoint User Guide doc 010 4 14 PM My Pictures BS harePoint_Strategy ppt 4 58 PM CH My Received Files TT Gi Trainina February xls 3250 KB 2 8 2010 1 32 PM iii FF FFA FR ER CSUF Date Last Revised 2 16 2010 Page 8 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps ScreenShots ss Step 4 The file s appear in the document ITTRAINING gt SharePoint Project library SharePoint Project View All Site Content New Upload Actions Settings Documents Ty Name Shared Documents Training Team a SharePoint Project ERP PeopleSoft CMS a CSUF Training Advisory Board File s uploaded to a folder within SCH ITTRAINING gt SharePoint Project gt Presentations a document library appear in the l RE S SE appropriate folder SharePoint Project Step 4a View All Site Content New Upload Actions Setti F Type Name Shared Documents i Training Team e SharePoint Project CSUF Date Last Revised 2 16 2010 Page 9 of 48 User Manual SharePoint 2007 User Guide Final Check Document Out some shared folders or document libraries require that you check out a file to work on it and then check it back in when your changes are complete Checking out the file ensures that others cannot make changes to the document while you re editing it Document check out When you check out a document other users cannot edit the document or see your changes
10. 2010 1 46 PM by Ledyard Lyn You can also find out more by visiting Lynda com Show Quoted Messages CSUF Date Last Revised 2 16 2010 Page 28 of 48 User Manual SharePoint 2007 User Guide Delete a Discussion Final Processing Steps po Screen Shots Step 1 Depending upon your access you may not be able to delete another person s discussions To delete a discussion locate the discussion in the Team Discussion section Using the drop down menu select Delete Step 2 Next click UF to confirm the discussion deletion Step 3 The discussion replies and all history are removed from the discussion area on SharePoint CSUF Date Last Revised 2 16 2010 Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics relevar settings New 7 Actions Captivate and E Learning NEw View Item CA Edit Item SEN Alert Me Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics relevant to your team New e Actions Settings T Subject Created By Captivate and E Learning new Ledyard Lyn Windows Internet Explorer i Ka j re You sure you want to send this item to the site Recycle Bin Cancel ITTRAINING gt Team Discussion Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics relevant to your team Actions settings Subject Created By There are no items to show in
11. CSUF Date Last Revised 2 16 2010 ITTRAINING Announcements Title Created By Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The following Features have bei are Fully supported by Information Technology Team Site Announcements Calendar Document Workspace Team Discussion Links For any issues with the above Features please contact the Helpdesk a H Available options not supported by I T Blog Feature R55 Feeds Wiki Feature What eise can we do on fhe Sharepoint Site A multitude of business related Functions can be enabled on your Sha administrator For your department To read more about the addikiona community portal Future LINK HERE Montaser Marc 3 LI TEL g DIN T F ee M E Add new announcement i Il attach File 7 Spelling SharePoint Live indicates a required Field OK Cancel Announcements Title Created By Modified Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The Following features have been enabled on your site The Following Features are Fully supported by Information Technology Team Site Announcements Calendar Document Workspace Team Discussion links Page 31 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps Pp Screen Shots Step 5 Edit an Announcement From the SharePoint site locate the Announcement to edit Select the announcement by clicking on the hyperlink
12. Captivate With Adobe Captivate 4 software you can rapidly author professional eLearning content with advanced interactivity software and scenario simulations quizzes and other engaging experiences no programming or multimedia skills required Boost your productivity with templates and collaboration workflows And deliver content virtually anywhere by publishing to Learning Management Systems and Adobe Acrobat Connect Pro software http www adobe com products captivate Ste Enter your response in the text box ns pk ancl Then click OK l i Attach File 7 Spelling Body From Ledyard Lyn Posted Tuesday February 09 2010 1 44 PM Subject Captivate and E Learning Hi team I found a great new program we can use for our e learning needs Adobe Captivate with Captivate 4 software you can rapidly author Step 4 Actions 7 Settings 7 Threading The reply Now appears in the Edited 2 9 2010 1 44PMby Ledyard Lyn discu SS i on th read S Captivate and E Learning Hi team I found a great new program we can use for our e learning needs Adobe Captivate With Adobe Captivate 4 software you can rapidly author professional eLearning content with advanced interactivity software and scenario simulations quizzes experiences no programming or multimedia skills required Boost your productivity with templates and collaboration workflows And deliver content virtually anyv Learning Ma
13. Editing a Document Depending on how the document library is set up you may be required to check out a file before you edit it which prevents other people from changing the file at the same time If someone else has checked out the file you cannot edit it If you do not check out a file before you edit it someone else could edit the file while you are working on it When two or more people work on a file at the same time it is possible to accidentally overwrite each other s changes Processing Steps po Steen Shots oS Step 1 Figure 9 After checking out a document ITTRAINING gt Training Team open the document Training Team Click the document link Upload Actions Settings name Fig 9 Use the drop down menu Fig 10 P Staff Bio Sheets Assignments II HEN A To view and or edit a document from SharePoint access to the appropriate computer program is mandatory Staff Bio Sheets Assignments II new Assignments NEW incident nEw View Properties Training Services THEW G Edit Properties Traning Inventory THEW A Manage Permissions Use of CP830 NEW Wf Edit in Microsoft Office Word Use of University Plaza Hew Delete Send To Check In Discard Check Out Workflows Alert Me Step 2 Assignments Compatibility Mode Microsoft Word Mailings Review View Add Ins Acrobat The document will open in the appropriate computer program Za EEEE AR T Act are pa Keng AaBbCcI T Normal
14. MEW incident MEW Training Services nEw Traning Inventory NEW Use of CP830 nEw A Version History Use of University Plaza nEw Connect to Gutlook Alert Me Step 3 ITTRAINING gt Training Team gt Staff Bio Sheets gt Permissions o Permissions Staff Bio Sheets The permissions for the docum ent folder are displayed This folder inherits permissions from its parent folder or library To manage permissions directly dick Edit Permissions from the Actions menu Abelardo Chris AD cabelardo AD sharepoint designtest in AD sharepoint designtest CSUF Sharepoint Visitors CSUF Sharepoint Visitors Designer Members Designer Members Designer Owners Designer Owners Montaser Marc AD mmontaser CSUF Date Last Revised 2 16 2010 Page 21 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Steen Shots S O Step 4 Select the Actions drop down to modify the folder or document permissions Depending upon your level of access you will not be able to modify permission at the parent level Select Edit Permissions Step 5 SharePoint will verify you want to create unique permissions for the folder or document This means any changes to at the document library level will not apply to your folder document Click to continue Step 6 Add Users To allow additional SharePoint site users to see the folder or document select Add Users from the New drop down menu item CSU
15. Settings and Columns Displays a Customization page that modifies the name description columns views and other settings Main Document Area Display a listing of documents in the current open library To sort on any field click the field s column heading that is click Type Name Modified Modified By or Checked Out To It also provides a toolbar with these links e New Document Downloads a document template to your computer which the corresponding application then opens with the current library as the default save location If the library has no defined template the default is an empty Microsoft Word document e Upload Document Displays an Upload Document page that allows you to upload one or more documents from your computer or network drive and adds it to the library e New Folder Displays a New Folder page for creating an additional folder within the current open library e Filter Refreshes the current Web page adding selection controls above the selectable column heading These controls filter the list of documents based on the criteria specified e Edit In Datasheet Displays the list of documents as an editable table that resembles a spreadsheet If Access or Excel 2003 is installed on the user s computer this view also provides a task bar for exchanging data with those programs CSUF Date Last Revised 2 16 2010 Page 48 of 48 User Manual
16. Staff Bio Sheets Assignments NEw incident new Training Services MEW Traning Inventory MEW Use of CP830 NEW Use of University Plaza Mew CSUF Date Last Revised 2 16 2010 Page 20 of 48 User Manual SharePoint 2007 User Guide Final Change File Permissions Microsoft Windows SharePoint Services provides the ability to control permissions down to the document level If you have sensitive information stored in a document or folder and you do not want to expose the information to all members of a site you can specify permissions for the folder document You can grant or revoke permissions to a document library folder or document by individual users by groups of users or by site group A Managing permissions at the document level is cumbersome and should be avoided when possible Depending upon your level of access you may be able to only manage permissions for items belonging to you Processing Steps po Steen Shots Step 1 ITTRAINING gt Training Team To modify a folder or document Training Team permissions locate the document i I a ti ry 7 Lbraen me on the SharePoint site New Upload Actions Settings Type Mame Ca Staff Bio Sheets WH Assignments NEW T _inddent THEW D I Training Services NEw Traning Inventory NEw wh Use of CP830 new WI Use of University Plaza Inge Step 2 From the drop down menu select hae Staff Bio Sheets S Manage Permissions Assignments
17. d Announcements MicroSoft Windows 7 Release Campus Tech Day Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The following features have been enabled on your site T Information Technology Team Discussion Team Site Documents Shared Documents Training Team Step 2 o ee eee You are currently on ITTRADNING The project Gantt chart and any BOFULLERTON applicable tasks will display va MicroSoft Windows 7 Release Seiten Thag ag ed there bo shes n Be wes e Be Me Sel Adera Tacne bL To eats inir rbea chek Mem above Step 3 ITTRAINING gt MicroSoft Windows 7 Release MicroSoft Windows 7 Release To add a project task select New ltem from the drop down Ip EH d 14 2010 IER TUE Fl zl zit CSUF Date Last Revised 2 16 2010 Page 44 of 48 User Manual SharePoint 2007 User Guide Final Step 4 Processing Steps po Screen Shots Enter the task details Title l p Priority E Attach File Spelling Task Status itle Complete Assigned to Task Description Start Date Din Complete Due Date Assigned To Priority ask Status Description WEE a EE N T attach a document to the task timeline include Research Documentation Course Development Training set up Training Go Live Start Date Due Date Step 5 ITTRAINING gt MicroSoft Windows 7 Release l MicroSoft Windows 7 Release Th
18. on the front page your SharePoint site e Team Discussion e Calendar e Links Discussion boards provide a forum for conversing about topics that interest your team Upon posting a discussion other site users can reply to the discussion Create meetings appointments or track vacations and project schedules using the SharePoint 2007 calendar Basic calendaring features are fully supported by CSUF IT division Additional calendar features may be rolled out in future phases of the project Use links lists to post hyperlinks to Web pages of interest to your team By default these will display on the homepage of your SharePoint site You can also use links to create shortcuts to areas within your SharePoint site Additional features and functionality will be added to this list as it becomes available to users CSUF Date Last Revised 2 16 2010 Page 3 of 48 User Manual SharePoint 2007 User Guide Final To view online tutorial visit http www fullerton edu ittraining other sharepoint index asp Accessing SharePoint Site SharePoint is a secure web based application that can be accessed from any location on or off campus To access SharePoint the following are required An internet connection Campus credentials campus username and password Step 1 Accessing SharePoint Launch the preferred browser as indicated File Edit view Favorite de elp Contribute 3 Edit 7 Poet to Blog Convert P Select
19. relevant to your team View this list Qo net Dy cancel CSUF Date Last Revised 2 16 2010 Page 42 of 48 User Manual SharePoint 2007 User Guide Step 5 Next set up the following items for your alert o Announcement Title o User s receiving the alert o Type of changes to be notified about o Alert frequency Use this page to create an e mail alert notifying you when there are changes to the specified item document list or library View my existing alerts on this site Alert Title Enter the title for this alert This is induded in the subject of the e mail notification sent for this alert Send Alerts To You can enter user names or e mail addresses Separate them with semicolons Change Type Specify the type of changes that you want to be alerted to Send Alerts for These Changes Specify whether to filter alerts based on specific criteria You may also restrict your alerts to only indude items that show in a particular view When to Send Alerts Specify how frequently you want to be alerted Step 6 The alert now appears on the Alerts page Use this page to manage the list of libraries files lists and items for which you receive alerts Final Announcements Users Ledyard Lyn Only send me alerts when GG ai changes New items are added Existing items are modified Items are deleted Send me an alert when Anything changes C Someone else changes an announcement C S
20. select the Server option and choose one of the following options Check In changes Ka View Version History Read delete or restore previous versions made will appear on of the document ad Save As gt View Workflow Tasks Show all active workflow tasks currently SharePoint Other people th d m nt assigned to you for the document can access e aocume T Open from Office Live 3 Document Management Information ag ai n Ke View related documents links tasks and le Save to Office Live geg Discard Check Out f i Print changes made will be discarded The A Prepare document will revert back e P i Send to the previous version E Other people can access the document again L publish 4 4 Workflows CSUF Date Last Revised 2 16 2010 Page 14 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Steen Shots Step 3 SharePoint will prompt you for version comments Version comments provide information about the document changes Enter any comments regarding your edits Step 4 E Assignments Read Only The document is checked in S Home Inset Pagelayout References Mailings Review View Add Ins SharePoint and now available to others for editing Sey Paste We TEE DIE AW ut eee F Format Painter E Z H ee W Cut z ESENE eea d 3 a a E E 3 Clipboard ES Paragraph S
21. to the document If you later decide to check in the document without saving your changes you can use the Discard changes and undo check out option You lose any changes made while you checked out the document The document reverts to the last checked in version and no version history is kept for the unsaved changes Processing Steps ScreenShots ss Step 1 The best practices for SharePoint i ITTRAINING gt Training Team and editing require a user to aS Training Team check out the document i E weitere emeng ml Documents First locate the document on the s Shared Documents o sue SharePoint site Staff Bio Sheets Training Team a SharePoint Project a ERP PeopleSoft CMS CSUF Training Advisory Board d Training Services New Assignments II NEw Assignments MEW incident HEW Sites D Traning Inventory NEW People and Groups Use of CP830 nEw E Recycle Bin A Use of University Plaza Hew Step 2 gt Upload e Actions Settings Next select the drop down arrow Bee tee Modified Modified By next to the appropriate file or Staff Bio Sheets 2 8 2010 1 57 PM Ledyard Lyn document i Assignments II NEw 2 8 2010 1 20 PM Ledyard Lyn Assignments MEW B S Ledyard Lyn incident nEw 2 8 2010 1 20 PM Ledyard Lyn Training Services NEW 2 8 2010 1 21 PM Ledyard Lyn Traning Inventory new 2 8 2010 1 20 PM Ledyard Lyn Use of CP330 new 2 8 2010 1 21 PM Ledyard Lyn Use of University Plaza new 2
22. 21PM Ledyard Lyn is replaced but is still available in the version history Delete Delete one or all versions of a document Diner deleting a version from history other version numbers remain the same CSUF Date Last Revised 2 16 2010 Page 18 of 48 User Manual SharePoint 2007 User Guide Delete a File Final There may be times when it s necessary to remove a file from the SharePoint site This section will demonstrate how to delete a file from a SharePoint document library A Depending upon your level of access you may be able to only delete items belonging to you Processing Steps o Steen Shots Step 1 To delete a file first locate the document on the SharePoint site Step 2 Using the drop down menu select Delete Step 3 Next Internet Explorer will confirm the file deletion Click HK to continue and the file will be removed from the SharePoint site or Click Sancel to cancel the file deletion CSUF Date Last Revised 2 16 2010 TRAINING O00 ITTRAINING gt Training Team Training Team New e Upload Actions Settings E View All Site Content Documents a Shared Documents a Training Team a SharePoint Project Ti EI CN a ERP PeopleSoft CMS Si a CSUF Training Advisory pa Board Sites People and Groups E Recycle Bin ITTRAINING gt Training Team Training Team New Upload 7 Actions Settings 7 Staff Bio Sheets m m mm 3 E
23. 8 2010 1 21PM Ledyard Lyn Step 3 Assignments New 2 8 2010 1 20 PM Ledyard Lyn incident NEW View Properties 2 8 2010 1 20 PM Ledyard Lyn 13 7J d Th en 3 Se ect th e C h eck Out Training Services NEW E Edit Properties 2 8 2010 1 21PM Ledyard Lyn opti on i Traning Inventory NEW ER Manage Permissions 2 8 2010 1 20 PM Ledyard Lyn Use of CP830 new Wh Edit in Microsoft Office Word 2 8 2010 1 21PM Ledyard Lyn Use of University Plaza New XK Delete 2 8 2010 1 21PM Ledyard Lyn Send To REH si Workflows Alert Me CSUF Date Last Revised 2 16 2010 Page 10 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps Pp Screen Shots Step 3a If you try to open an Excel document that is already checked out you will receive the following Amounts xls is lacked For editing File in Use Dialogue window Fig 5 by AFPPTIS Farrah warmer Notify e 1 READ ONLY Opens a Read Onl ill b Open Read Only or click Notify to open read only and receive nly copy you will not be notification when the document is no longer in use S able to edit and or save changes to the document NOTIFY This will open a Read Only copy However if the document is checked in while you still have it open a message will appear File Now Available indicating the document is now available for editing Fig Test guest dor is now available For editing pead write 6 Click
24. Division Gi bh 10n HAM nA sinine Microsoft Office SharePoint 2007 User Guide Last Revised 2 16 2010 SharePoint 2007 User Guide Final Table of Contents OVERVIEW E 3 PIG CESSING SIAN le 4 Do c ment EIDE ANY seccsseccneseaecsvecenecenecceenssenarenssecaveusenarenssecuccencceuecencsaneanesanecunssacecaceunsscetenesanansee 5 TOWING a FIle cca ce sece se ceseceey a E a 5 Uploading TINGS ates te cc es cn nse cece sn E EEEE S 8 Check Document CHE eteepssgeteesusbeeetagtEieeEeEEEAENEEEEAENEE ENEE SEENEN 10 Editing a Re e U a 0 lt EE 13 Check Documents n savas coset sta scee ste ceaes Gua gucaeectevensuerseceeuevieneacverwceeestsceneasesswcsest sbasensuseiensieseuers 13 Viewing Document Version History ccccceesceeeceesceeeseeseeneeeaeeeaseoaseoasenasenaseoaeeoasenseonseaenees 17 Delle TE 19 Change File Permissions cescicccecctecaecce odes eset aevecestencacuetsuewadeueutacaddenswodsuewcuseecastecusrastavecscstncues 21 Additional Document Options ccseeceeeeeeeeneeeeneeseneeeeeneecensesenseseeneeeonsesoneesonsesoeneesoases 24 Team DISCUSS Le KC 25 Create Edit a DISCUSSIO Mi sssstcsstecescsccnsenceseeccsssecusscussswessnepousieussswecsnevensnessacsstutancsatescesseeaiseasen 25 PODIV to DISCUSSION EE 27 D l te a DISCUS SOA gecciccte cesses cxces cedex wensie cans cicien sede aiens EEEREN SENERE 29 Malo ul NET CN 30 Create Edit age e GIO INU E 30 CAIRO ar NES cc ese tec ceresen sq ctccezcnweseu cons EEEE EENAA E
25. EFE EE 33 Create Edit Calendar Iteim ccccccsseecssseeeseecnseecenseconseeeenseeenseseensesoasenensesoeseseensesonnessens 33 p ore gm Calendar E 36 Ri 38 EMAII E 41 Project Nei dl e D 44 Create New Project Task S viscscaccescsccssavccczescessacesexussaweceustenssawesswacausieustenssarecnsancsszxeesssacsancusas 44 Update Project MASK Siea a raap aaeei Vsi ania 46 Shared Document Page s Notable Features cccsssecceseeceeseceseesenseeeeneeeenseeeeneesenseseeaes 48 CSUF Date Last Revised 2 16 2010 Page 2 of 48 User Manual SharePoint 2007 User Guide Final OVERVIEW SharePoint is a Web based collaboration tool that facilitates information sharing and document collaboration It provides you with a central location to share documents information announcements Web links and calendars The following features are fully supported and available to use e Document Libraries Document Libraries are collections of files that you can collaborate and share with department or campus constituents A document library is comprised of files and or folders that are organized similarly to your computer s C drive or a network file share Your SharePoint site can have one or more document libraries SharePoint is compatible with most document files however document libraries integrate best with either Office 2003 or 2007 documents e Announcements Notify other SharePoint site users of important news information and events
26. F Date Last Revised 2 16 2010 Permissions Staff Bio Sheets This folder inherits permissions from its parent folder or library To manage permissions dire DESEN 5 CT l ilj Ju W User Name AD cabelardo CSUF Sharepoint Visite Manage Permissions of Parent This folder inherits permissions from its parent T Edit Permissions Group Copy permissions from parent and then stop inheriting permissions Point Group SharePoint Group Designer Members i Windows Internet Explorer E x You are about to create unique permissions For this Folder Changes made to the parent Folder or document library permissions will no longer affect this Cancel ITTRAINING gt Training Team gt Staff Bio Sheets gt Permissions Permissions Staff Bio Sheets Use this page to assign users and groups permission to this folder This fol Mev i l Add Users Add users or groups to this folder Page 22 of 48 User Manual SharePoint 2007 User Guide Step 7 Final Enter the person s campus username in the User Groups area Then specify the permissions the user s should have under the Give Permission section Add Users You can enter user names group names or e mail addresses Separate them with semicolons Add all authenticated users Give Permission Choose the permissions you want these users to have You can add users to a SharePoint group which is already assigned to a permission level or you can add users individually a
27. First select Add a new link from the SharePoint main page Abelardo Chris For any issues with the above features please contact the Helpdesk Montaser Marc at helpdesk fullerton edu x7777 Groups AD sharepoint designtest Available options not supported by LT CSUF Sharepoint Visitors Designer Members e Blog Feature e RSS Feeds Designer Owners e Wiki Feature Links What else can we do on the Sharepoint Site There are currently no favorite links to display To A multitude of business related functions can be enabled on your f Add i eg Sharepoint site bv a desianated Sharepoint administrator for vour Bact Step 2 Next enter URL enter the webpage IS Spelling Description Title the URL This name will display on the main SharePoint page Notes Enter any notes about the link URL Step 3 The new link appears under the Links Links section on the SharePoint a SharePoint Group Committee Page main page E Add new link CSUF Date Last Revised 2 16 2010 Page 38 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots i S ITTRAINING gt All Site Content Edit a Link SC All Site Content To edit a link view all site content k P T Create and select Links Name a Project Tracking Document Libraries 3 CSUF Training Advisory Board ERP PeopleSoft CMS Eg Shared Documents Discussions Team Discussion Documents Ee SharePoin
28. Team e Document Workspace a Shared Documents Step 2 MicroSoft Windows 7 Release New Actions 7 Settings 7 To update a task item select the mg task from the list Create Training Deployment timeline Perform Windows 7 Research Attend Windows 7 demonstration Meet with Help Desk Assigned To Create Training Deployment timeline NEw Ledyard Lyn Perform Windows 7 Research New Perkins Kathleen Attend Windows 7 demonstration New Arthur Lori Meet with Help Desk New Ledyard Lyn Ste Then select Edit Item New Item Ea Edit Item Ka Delete Item a3 Manage Permissions Alert Me Title Priority ask Status Y Complete signed To Description tart Date Due Date reated at 2 16 2010 1 26 PM by Ledyard Lyn Last modified at 2 16 2010 1 26 PM by Ledyard Lyn CSUF Date Last Revised 2 16 2010 Page 46 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots S O Step 4 I Attach File Delete Item 7 Spelling indicates a required field Edit the details as necessary Update the Complete field to identify your progress on a task Priority ask Status Title Complete A You can delete a task by eegen Perkins Kathleen selecting Delete Item The task Description will no longer appear in the project Research changes functionality and order necessary training Gantt chart or task list books iStart Date
29. bject and main body 7 o x ow for the discussion Attach File 4 Spelling indicates a required field Subject Captivate and E Learning Then click UF ody Hi Team I found a great new program we can use for our e learning needs Adobe Captivate With Adobe Captivate 4 software you can rapidly author professional eLearning content with advanced interactivity software and scenario simulations quizzes and other engaging experiences no programming or multimedia skills required Boost your productivity with templates and collaboration workflows And deliver content virtually anywhere by publishing to Learning Management Systems and Adobe Acrobat Connect Pro software CSUF Date Last Revised 2 16 2010 Page 25 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 4 The discussion is posted to the team discussion board Step 5 Edit a Discussion Depending upon your access you may not be able to edit another person s discussions To edit a discussion select Edit Item from the discussion drop down menu Step 6 Edit the discussion as necessary Then click K to save the changes to the discussion CSUF Date Last Revised 2 16 2010 ITTRAINING gt Team Discussion Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics relevant to your team New Actions 7 Settings 7 Ca
30. e PC Internet Explorer ool 7 e Home Information Technol i MSN com 250k 1 158 mo Low as 3 56 APR Monday February 8 2010 MSN Images Videos Shopping News Maps Greg e MAC Firefox 8 i bai Search LEGO gun Mohawk crested dinosaurs DIY dog surgery Hotmail Airfares amp Travel Entertainment Local NEW News Autos Games Maps amp Directions Real Estate Rentals Careers amp Jobs Health amp Fitness Money Shopping Then type in the SharePoint web Ph Cooking Horoscopes Movies Sports Download IE8 Dating amp Personals Lifestyle Music Tv address Messenger Step 1a If prompted to login enter your Authentication Required X campus username and password E Enter username and password For https sharepoint Fullerton edu Fassword Ko eee Step 2 5 Home ITTRAINING Windows Internet Explorer Go y https sharepoint fullerton edu Designer ITTRAINING default aspx EE X Google H D SharePoi nt opens In the browser File Edit View Favorites Tools Help Wi n d OW Contribute 3 Edit 7 Post to Blog convert P Select We di Home ITTRAINING fy A o lib Page 2 Toos CSUF Sharepoint gt Designer gt ITTRAINING You are currently on ITTRAINING View All Site Content Documents Announcements Shared Documents MAC users must have MS e Gs GN w gt Welcome to CSUF Sharepoint Document Connection for all Peopl
31. e and Groups Your Sharepoint site is ready to use The following features have been enabled on your site The following features are fully supported by SharePoint features to work Beete wd ITTRAINING Team Site CSUF Date Last Revised 2 16 2010 Page 4 of 48 User Manual SharePoint 2007 User Guide Final Document Library Document libraries contain collections of files such as documents spreadsheets presentations and media files that can be shared or collaborated on electronically with other SharePoint site users The current file size restriction for SharePoint is In this section learn to View a File Upload File s Check Documents Out Edit a Document Check Documents In View Document Versioning Delete a File Change File Permissions Viewing a File Files in SharePoint can be opened in either read only or edit mode This section of the guide will cover reviewing a document in read only mode Editing will not be covered in this section Processing Steps po ScreenShots Step 1 Figure 1 Navigate to the appropriate Ces document library using one of the Eon CALIFORNIA STATE UNIVERSITY You are currently on ITTRAINING following methods T e Quick Launch Fig 1 ITTRAINING e Site Content Page Fig 2 Announcements Shared Documents Training Team Welcome to CSUF Sharepoint A ERP PeopleSoft CMS been ES to use The following features have been enabled on your site T
32. e task now appears in the Gantt maaca aaa aai chart and list of project tasks 7 Create Training Deployment timeline I LE O Title Assigned To Task Status Priority Due Date Create Training Deployment timeline New Ledyard Lyn Not Started 1 High 4 2 2010 Step 5a MicroSoft Windows 7 Release New Actions 7 Settings 7 Add additional project tasks en following steps 3 5 Create Training Deployment timeline Perform Windows 7 Research Attend Windows 7 demonstration New tasks will populate the Gantt chart and task list area Meet with Help Desk Assigned To ask Status P t Due Date Create Training Deployment timeline NEw Ledyard Lyn 4 2 2010 Perform Windows 7 Research New Perkins Kathleen 4 9 2010 Attend Windows 7 demonstration new Arthur Lori 2 23 2010 Meet with Help Desk New Ledyard Lyn 2 26 2010 CSUF Date Last Revised 2 16 2010 Page 45 of 48 User Manual SharePoint 2007 User Guide Final Update Project Tasks Processing Steps ScreenShots Step 1 CSUF Sharepoint gt Designer gt ITTRAINING Navigate to the project from the Quick Launch area You are currently on ITTRAINING ITTRAINING MicroSoft Windows 7 Release Title Campus Tech Day Welcome to CSUF Sharepoint Distecinne Your Sharepoint site is ready to use The following features have been enabled on your site T S Information Technology Team Discussion Team Site Documents e Announcements a Calendar Training
33. ent s name or title e Edit in Microsoft Office Opens the document for editing in Microsoft Office e Delete Deletes the document from the document library e Check In Check Out Prevents anyone but you from updating the document after you select this option it changes to Check In e Version History Displays a history of updates to the document e Alert Me The Alert feature of a Team Site sends e mail notifications to interested team members whenever another member changes some aspect of the selected file e Discuss Displays the document including comments from other team members and a toolbar that you can use to make comments yourself e Create Document Workspace Creates a specialized SharePoint site for the sole purpose of organizing material related to the current document This option is only available if your account is assigned to the Contributor or Administrator group CSUF Date Last Revised 2 16 2010 Page 24 of 48 User Manual SharePoint 2007 User Guide Final Team Discussions Discussion boards provide a forum for conversing about topics that interest your team Each discussion board appears on a page that includes buttons for starting new discussions sorting and filtering discussions switching to a different view of the discussion board and changing the design of the discussion board You can create alerts so that you are notified of changes to the discussion board You can view discussion c
34. i Sne Wan O Private ao E High Importance Ar ntment Scheduling 3 Reminder None Recurrence Time Categorize Spelling Meeting Close Attendees ap Forward Assistant Zones y Low Importance X Notes To add the event to your calendar Actions Show Options Proofing OneNote select Save and Close or use memme i i o KR Subject SharePoint Demonstration gt Invite Attendees to invite others eegen T to the event Start time Fri 2 12 2010 x 10 00 AM IT All day event Endtime Fri 2 12 2010 sl roam sl Delete Save amp Invite He llo group I am scheduling a SharePoint demonstration to review nagivation and basic features Thank you Step 5 pe 1 weer Meath zz February 12 2010 14 The event appears on your personal MS Outlook calendar Send out Reminders tor Monday Turwday Claes A Changes to the event in SharePoint will not auto update your MS Outlook CSUF Date Last Revised 2 16 2010 Page 37 of 48 User Manual SharePoint 2007 User Guide Final Links The Links list allows you to share navigational links to other Web pages that your team members will find interesting or useful Processing Steps po Screen Shots S Step 1 Create a Link Department College Picture Modified a Share web pages media files or Welcome to CSUF Sharepoint create shortcuts using the Links GE e The Kioa kastali section supported by Information Technology
35. i The document remains open 7 but reverts to read only mode LA Server Document To modify this document click Edit Document Edit Document Thumbnails Daily Assignments M W Check Voice m Ittraining full Complete any p Optional ew 7 Upload Actions gt Settings 7 Check In a Document from Tye Name Modified Modified By SharePoint i Staff Bio Sheets 2 8 2010 1 57PM Ledyard Lyn m Assignments II mew 2 8 2010 1 20 PM Ledyard Lyn Step 1 beten nm Ledyard Lyn incident new 2 8 2010 1 20 PM Ledyard Lyn Documents can also be checked i Training Services nEw 2 8 2010 1 21PM Ledyard Lyn in from the SharePoint site gf Traning Inventory new 2 8 2010 1 20 PM Ledyard Lyn Use of CP830 mew 2 8 2010 1 21PM Ledyard Lyn Select the drop down arrow next Use of University Plaza Hew 2 8 2010 1 21PM Ledyard Lyn to the document that needs to be checked in CSUF Date Last Revised 2 16 2010 Page 15 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 2 F Staff Bio Sheets Assignments II New Then select one of the following options e Check In changes incident NEW View Properties made will appear on SH Training Services NEW isa Edit Properties SharePoint Other people can access the document again Assignments NEW Traning Inventory new i Manage Permissions Use of CP830 new WH Edit in Microsoft Office Word Use of University P
36. i There are no picture libraries To create one dick Create above Board Training Team Sites People and Groups El Links Project Tracking Tasks CSUF Date Last Revised 2 16 2010 Page 33 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 2 ITTRAINING gt Calendar From the New drop down menu Calendar select New Item Use the Calendar list to keep informed of upcoming meetings deadlines and other important events m to this list step 3 Create the calendar item details d Attach File gt spelling indicates a required field Title SharePoint Demonstration Title Location Location Start Date Time Start Time End Date Time End Time Meeting Description Description Hello group Additional options I am scheduling a SharePoint demonstration to review o All day event create an nagivation and basic features activity that has not specific start or end time Recurrence Set up the event to repeat over one or Recurrence more days Workspace Use meeting workspaces to organize the ttachments event Attachment Attach a file such as an agenda for event participants All Day Event Workspace Then select UF to save the calendar item Step 4 ew e Aries Settings ew Calendar ry February 2010 Epari Ab Coine Al iloa lech N The new calendar item appears E 5 E
37. laza new x Delete Discard Check Out Send To changes made will be EE discarded The document will revert back to the previous version Other people can access the document again Step 3 ITTRAINING gt Training Team gt Assignments Check in SharePoint will prompt you for SE version comments Version Document Check In comm ents provi de i nfo rm atio n Other users will not see your changes until you check in Specify options for checking in this Keep the document checked out after checking in this version document C Yes No about the document changes Use this page to check in a document that you have currently checked out Comments Comments Enter any comm ents reg ardi ng Type comments describing what has changed in this version Updated email on the instructions page your edits Then select DE Step 4 Name Modified 1 Modified By Checked Out To The document is checked in and Staff Bio Sheets 2 8 2010 1 57 PM Ledyard Lyn now available to others for editing Wh Assignments IT New 2 8 2010 1 20 PM Ledyard Lyn eaqvwarn wr ml f O d ee incident nEw 2 8 2010 1 20 PM Ledyard Lyn CSUF Date Last Revised 2 16 2010 Page 16 of 48 User Manual SharePoint 2007 User Guide Final Viewing Document Version History Versioning enables you to store track and restore items in a list and files in a library as they are changed This enables you to better manage content as it is revised and even to res
38. ly live Check back for more details soon Ledyard Lyn 2 10 2010 3 39 PM Page 32 of 48 User Manual SharePoint 2007 User Guide Final Calendar Items You can use a Calendar to store team events including meetings social events and all day events You can also track team milestones such as deadlines or product release dates that are not specific to a time interval The SharePoint calendar can be updated and viewed just as you do your Outlook calendar Microsoft Windows SharePoint comes with a default calendar that you can customize and update Your SharePoint administrator can create additional calendars if you need them Create Edit Calendar Item Processing Steps po Steen Shots S O Step 1 Figure 11 The calendar is located on the Calendar main SharePoint page Fig 1 1 ez February 2010 Expand All Collapse All TiDay Zweck 3 Month Sunday Monday esday Wednesday Thursday Friday Saturday 31 1 3 4 5 6 To create a new calendar item Ss A IS SIRT view all site content and select the g Y mif create Calendar list Fig 12 a Name a Project Tracking Document Libraries Lal CSUF Training Advisory Board ERP PeopleSoft CMS Shared Documents SharePoint Project Discussions gv Team Discussion Documents m Shared Documents a Training Team a SharePoint Project a ERP PeopleSoft CMS Picture Libraries a CSUF Training Advisory
39. nagement Systems and Adobe Acrobat Connect Pro software http www adobe com products captivate CSUF Date Last Revised 2 16 2010 Page 27 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po ScreenShots Step 4a Discussions can be viewed in either a flat or threaded view Flat View Actions gt Settings 7 Posted By Edited 2 9 2010 1 44PM Flat Threaded Captivate and E Learning Hi team Choose the view you prefer Ledyard Lyn I found a great new program we can use for our e lea With Adobe Captivate 4 software you can rapidly quizzes and other engaging experiences no progra And deliver content virtually anywhere by publishing ti http www adobe com products captivate Posted 2 9 2010 1 46 PM You can also find out more by visiting Lynda com Show Quoted Messages Ledyard Lyn Threaded View USE ME Eam VISCUSSION IST TO Old NEWSQFOUP STYIE GISCUSSIONS Of TOPICS Telev Actions settings 7 Threading Edited 2 9 2010 1 44PM by Ledyard Lyn Captivate and E Learning Hi team I found a great new program we can use for our e learning needs Adobe Car With Adobe Captivate 4 software you can rapidly author professional ees experiences no programming or multimedia skills required Boost your prod Learning Management Systems and Adobe Acrobat Connect Pro software http www adobe com products captivate Posted 2 9
40. nal Email Alerts Use the email alerts functionality to manage the list of libraries files lists and items for which you which to receive notifications for You specify what you want to be alerted about and how often Processing Steps po ScreenShots Step 1 Welcome Ledyard Lyn My Site MyLinks To set up the email alert navigate to your account information following features have features are fully Step 2 Using the drop down menu select My Settings Sign in as Different User Login with a different account Request Access Email the site administrator to request additional permissions Sign Out Logout of this site Personalize this Page Add remove or update Web Parts on Step 3 Existing alerts will display on the page To add a new alert select the Use this page to manage the list of libraries files lists and items for which you receive alerts No S e settings Add Alert option 3 There are currently no alerts to display CSUF Date Last Revised 2 16 2010 Page 41 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots ITTRAINING gt People and Groups gt User Information My Alerts on this Site IW Alert y suw ene Next select the list or document library you d like to set an alert up fo r Select a list or document library that you want to keep track of You may al
41. nd assign them to a specific permission level SharePoint groups are recommended as they allow for ease of permission management across multiple sites Send E Mail Use this option to send e mail to your new users You can personalize the message that is sent Iv Links and information about the site will be added below your personal message Then click OK i Send welcome e mail to the new users poy Give Permission Add users to a SharePoint group View permissions this group has on sites lists and items Give users permission directly TF Design Can view add update delete approve and customize Manage Hierarchy Can create sites and edit pages list items and documents Approve Can edit and approve pages list items and documents _ Contribute Can view add update and delete _ Read Can view only E Restricted Read Can view pages and documents but cannot view historical versions or review user rights information E View Only Members of this group can view pages list items and documents If the document has a server side file handler available they can only view the document using the server side file handler _ ITadmins able to administer subsites P ITAdminsND These IT Admin cannot delete they need to contact Server Team Send welcome e mail to the new users Subject Welcome to the SharePoint item Staff Bio Sheets Personal Message zl x ve SharePoi
42. nt auto generates a welcome email for the user s To disable this feature uncheck the Processing Steps po Steen Shots Step 8 Remove Users Permissions Staff Bio Sheets To remove or modify a person s permission to the document or folder select the user from the list i aa ji F Then using the Actions either remove or edit the user s permissions Designer Members Designer Owners Montaser Marc CSUF Date Last Revised 2 16 2010 Page 23 of 48 Use this page to assign users and groups permission to this folder This folder does not inherit permissions from its parent fold Permissions Full Control User Name AD cabelardo AD sharepoint designtest CSUF Sharepoint Visitors Full Control Read Designer Owners AD nmontaser User Manual SharePoint 2007 User Guide Final Additional Document Options ITTRAINING gt Training Team Training Team New Upload Actions Settings Type Name a Staff Bio Sheets D I Assignments new D m incident MEW View Properties BH Training Services new EF Edit Properties D I Traning Inventory NEW 33 Manage Permissions D I Use of CP830 I Mew Wh Edit in Microsoft Office Word D I Use of University Plaza new A Delete Send To d Check Out Och Version History A G3 Workflows i Alert Me e View Properties Displays all available information about the document e Edit Properties Displays a page where you can modify the docum
43. o view and or edit a s CSUF Traini Aahir Based Team Site document from SharePoint j Sites 1 e Announcements access to the appropriate SH Pennie and Groaunc computer program is mandatory SharePoint Project For example to open an Excel Figure 2 Spreadsheet the user must have gt ITTRAINING gt All Site Content MS Excel 2003 or 2007 to open Hey All Site Content the spreadsheet i View All Site Content norunt Name Shared Documents Senneterre Training Team Document Libraries SharePoint Project ES CSUF Training Advisory Board ERP PeopleSoft CMS CE ERP PeopleSoft CM5 CSUF Training Advisory G3 Shared Documents SE SharePoint Project Sites al Training Team People and Groups CSUF Date Last Revised 2 16 2010 Page 5 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps Pp Screen Shots Step 2 Select the appropriate document View All Site Content library Documents ITTRAINING Announcements a Shared Documents Tite Created By SharePomt Project Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The following features have been ERP PeopleSoft CMS Information Technology a CSUF Training Advisory Board Team Site Step 3 The document library may contain ITTRAINING gt Training Team either files and or folders Be Training Team To view a file click on the file ben re Sie Content New Upload Actions gt Settings Documents panies T
44. omeone else changes an announcement created by me C Someone else changes an announcement last modified by me An announcement with an expiration date is added or changed Send e mail immediately Send a daily summary Send a weekly summary Time Thursday E 4 00 Pm A settings You can delete an alert by b selecting Delete Selected Alerte Ier Add Alert A Delete Selected Alerts You will no longer receive the ee SE email notifications for the deleted alert CSUF Date Last Revised 2 16 2010 Frequency Immediate E Announcements Page 43 of 48 User Manual SharePoint 2007 User Guide Final Project Tracking A project task list in Microsoft Windows SharePoint displays a collection of tasks that are part of a project Used in this sense a task is a discrete work item that a single person can be assigned to although you may decide not to assign anybody to any tasks A project is typically a series of activities that has a beginning middle and end and which produces a product or service After you create a project task list you can add tasks assign resources to tasks update the progress on tasks and view the task information on bars that are displayed along a timeline Create New Project Tasks Processing Steps po Screen Shots Step 1 CSUF Sharepoint gt Designer gt ITTRAINING Navigate to the project from the Quick Launch area You are currently on ITTRAINING ITTRAINING
45. omments in either flat or threaded view Flat view displays all comments in the order in which they were created Threaded view lets you view comments by conversation All messages that are part of the same conversation thread appear together in the order in which they were created In this section learn how to Create Edit a Discussion Reply to a Discussion Delete a Discussion Create Edit a Discussion Processing Steps po Screen Shots Step 1 CSUF Sharepoint gt Designer gt ITTRAINING Create a Discussion aK ae EE et ee You are currently on ITTRAINING FULLERTON From the SharePoint site locate the Discussion in the quick launch panel View Al Sie Contest ITTRAINING Discussions d Announcements Team Discussion De Documents Welcome to CSUF Sharepoint Shared Documents Your Sharepoint site is ready to use The following features have been enabled on your site a Training Team Information Technology SharePoint Project Team Site ERP PeopleSoft CMS CSUF Training Advisory Board Step 2 ITTRAINING gt Team Discussion To create a new discussion select Team Discussion Discussion from the New drop down menu Discussion Create a new discussion topic TTD ATAITING a Team EN au et am wi Mew Tom D TRAINING gt Team ussion gt New Item Step 3 ITTRAINING gt Team Discussion gt New Iten aaa S 3 SS i S C i be AW gr d L LS d bg H H RK e be b e Svinte Enter the su
46. on Read Write l l Choose Read Write to open it For editing which will allow you to edit and save the changes CANCEL Will not open the document for editing Step 3b If you try to open a Word File In Use document that is already checked Test guest doc is lacked For editing by APPTIS depguest out you will receive the following dialogue box indicating that This file is locked for editing Do vou wank to Create a local copy and merge your changes later 1 READ ONLY Opens a Read Only copy You will not be able to edit and save changes to the document LOCAL COPY Creates a local copy and will merge your changes later Same as Option One acts as Read Only NOTIFY Receive notification when the Original copy is available This will open a Read Only copy If the document is checked in while you still have it open a message will appear indicating the document is now available for editing Click on Read Write This will allow you to edit and save the changes to the document gt Receive notification when the original copy is available CSUF Date Last Revised 2 16 2010 Page 11 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps e SereenShots Step 4 Microsoft Internet Explorer While checked out SharePoint will save document changes to your k P j To SEN SE ae z local drafts folder until the l H From epoint fullerton edu document is checked in M U
47. ptivate and E Learning New Created By Ledyard Lyn 2 9 2010 1 29 PM New Subject Captivate and E Learning Mew Attach File 7 Spelling ubject Body Edit Item Manage Permissions Delete Item Alert Me indicates a required field Hi Team I found a great new program we can use for our e learning needs Adobe Captivate With Adobe Captivate 4 software you can rapidly author professional eLearning content with advanced interactivity software and scenario simulations quizzes and other engaging experiences no programming or multimedia skills required Boost your productivity with templates and collaboration workflows And deliver content virtually anywhere by publishing to Learning Management Systems and Adobe Acrobat Connect Pro software Page 26 of 48 User Manual SharePoint 2007 User Guide Final Reply to a Discussion Processing Steps po Screen Shots Step 1 ITTRAINING gt Team Discussion Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics relevant to your team New Actions e Settings 7 To post a discussion reply select the appropriate discussion hyperlink Created By Re Last Updated Ledyard Lyn 2 9 2010 1 29 PM Actions Settings Vew Fat e Posted By Then select Reply RE SS ees Captivate and E Learning Hi team I found a great new program we can use for our e learning needs Adobe
48. s Upload Document Single File Upload Fig 3 ows the document you intend to upload C Documents and Settings liedyard c Browse Multiple File Upload Upload Multiple Files Fi g 4 M Overwrite existing files Select UK to upload the selected file s D overwrite existing files will create a new version if the og document already exists on TT A Adobe Acrobat 9 Pro Ink 10 28 2009 10 27 AM O M Overwrite existing files Modified SharePoint S My Network Places Adobe Reader 9 lnk 1 13 2010 9 06 AM A G My Documents CT Mi McAfee Security Scan Jk 11 3 2009 4 53 PM gt er ap C Mozila Firefox Ink 2 6 2008 2 09 PM O OverDrive Media Console Ink 1 6 2010 9 55 4M Backup Fil CH Backup Files CT E PDFCreator Ink 2 12 2009 1 19 PM Un checking existing files will 5 BookSmartData ee CMS Does O Q QuickTime Player Ink 12 3 2009 2 15 PM r nother instan f the fil DEE ET TTE C eate a ot e sta ce O t e e E Downloaded Firefox Files 01_SharePoint_USER_manual doc 448 2 8 2010 2 43 PM on SharePoint if one already 3 Information technology C Si blog ipg 3KB 1 21 2010 2 42 PM 4 Meetings O GF certificate jpg 148KB 1 25 2010 3 36 PM exists E My Adobe Captivate Projects O incident pdf 103KB 2 8 2010 1 20 PM 1 My Articulate Projects ai Microsoft Ericom Application Zone 2KB 7 22 2009 3 11 PM A My Breeze Presentations O Sai new ad 899770 KB 1 20 2010 9 23 AM O My Media 2 CO new Mu 12270KB 1
49. se my local drafts folder To save document changes directly to the SharePoint server E uncheck this option Some files can harm your computer IF this information looks SUSDICIOUS or you do not fully trust the source do not open the file Step 5 Figure 7 The document is now checked out ron and unavailable for editing by Training Team other SharePoint users Fig 7 New Upload Actns Settings ew i Type Name Modified Modified By J Checked Out To Next open the document Staff Bio Sheets 2 8 2010 1 57 PM Ledyard Lyn 2a OT Lz A0 PM The document opens in EE SS EE Com patibility mode for editing ai Training Services nEw 2 8 2010 1 21PM Ledyard Lyn Fig 8 ail Traning Inventory NEw 2 8 2010 1 20 PM Ledyard Lyn i Use of CP330 Hew 2 8 2010 1 21PM Ledyard Lyn Review Editing a Document for d Use of University Plaza new 2 8 2010 1 21PM Ledyard Lyn instructions When the necessary edits are complete check the Figure 8 document in Assignments Compatibility Mode Microsoft Word Mailings Review View Add Ins Acrobat AME US T 4aRbCcl AaBb AaBbCcl AaBbCc AaBbCcl ISSE TE Emphasis Heading 1 Normal Strong Subtitle Paragraph Styles Daily Assignments M W Check Voice mail and email all messages to cmstraining fullerton edu Coamnlete anv nick mms deliveries armmd camnis CSUF Date Last Revised 2 16 2010 Page 12 of 48 User Manual SharePoint 2007 User Guide Final
50. so view the contents of z a list and then track one of the individual items After creating an alert you ll receive e mail notifying you of changes Use this page to select a list or library to be alerted about Alerts are a great way to stay updated as items are added changed or removed View my existing alerts on this site Choose a List or Document Library CSUF Training Advisory Board View this list C aa ERP PeopleSoft CMs View this list Note You may only select one e DR Shared Documents e 3 8 Share a document to the Es by adding it to this library or list at a time Repeat document library View this list sp SharePoint Project steps 3 5 to set up additional i View thsi Choose only 1 item at alerts atime Repeat steps View ths lst to set up alerts for eae additional Lists of phpbb i P Use the Announcements list to post messages on the home Libraries page of your site View this list Then select Next Calendar Use the Calendar list to keep informed of upcoming meetings deadlines and other important events View this list Links Use the Links list for links to Web pages that your team members will find interesting or useful View this list a Project Tracking View this list Tasks Use the Tasks list to keep track of work that you or your team needs to complete View this list 2 Team Discussion Use the Team Discussion list to hold newsgroup style discussions on topics
51. t Project Training Team S a Training Team a SharePoint Project ERP PeopleSoft CM5 Picture Libraries CSUF Training Advisory There are no picture libraries To create one dick Create above Board Lists Announcements Ha Calendar Sites E People and Groups Step 5 ITTRAINING gt Links Next select a link from the Links Links page Use the Links list for links to Web pages that your team members will find interesting or useful Actions Settings ype URL Ld Cy Group Committee Page Ste Edit the link information as necessary A Delete Item 7 Spelling URL A vou can delete the link by selecting Delete Item The link will no longer appear on the SharePoint page reated at 2 11 2010 410 PM by Ledyard Lyn ast modified at 2 11 2010 4 10PM by Ledyard Lyn CSUF Date Last Revised 2 16 2010 Page 39 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Screen Shots Step 7 The updated link appears under the Links list Use the Links list for links to Web pages that your team members will find interesting or useful Use the breadcrumb navigation to New Actions Settings 7 return to the main SharePoint page Step 7 Links The updated link appears on the E o SharePoint Committee Page SharePoint homepage E Add new link CSUF Date Last Revised 2 16 2010 Page 40 of 48 User Manual SharePoint 2007 User Guide Fi
52. this view of the Team Discussion discussion board To create a new item dick New above Page 29 of 48 User Manual SharePoint 2007 User Guide Final Announcements Use an announcements list to post news status and other short bits of information you want to share with team members By default creating a SharePoint site creates an announcements list called Announcements a view of which appears on the home page of your site Announcements other than the five most recent disappear from the home page but are still available on the All Items view of the Announcements list Create Edit Announcement Processing Steps po Screen Shots Step 1 ITTRAINING Create a New Announcement Announcements Title From the SharePoint site locate Welcome to CSUF Sharepoint Your Sharepoint site is ready to use The following Features have been enabled on your site The Following features the Announcement area on the are Fully supported by Information Technology main page Team Site Announcements Calendar Document Workspace Team Discussion Link A Only the 5 most recent n 8 For any issues with the above features please contact the Helpdesk at helpdesk fullerton edu x 77 announcements appear on the Available options not supported by I T page To view additional Blog SR R55 Feeds announcements Wiki Feature What efse can we do on fhe Sharepoint Site multitude of business related functions can be enabled on
53. tore a previous version if necessary Versioning is especially helpful when several people work together on projects or when information goes through several stages of development and review Processing Steps po Screen Shots Step 1 To view a file s version history EES oe em first locate the document on the Training Team SharePoint site View All Site Content New e Upload e Actions Settings Documents Ierd a Shared Documents e Staff Bin Sheets a Training Team a SharePoint Project a ERP PeopleSoft CMS a CSUF Training Advisory Board CN Training Services Mew Assignments II THEW Assignments NEW incident HEW Sites ah Traning Inventory NEW People and Groups F Use of CP830 NEW 8 Recycle Bin H Use of University Plaza Hew Step 2 N Upload Actions Settings 7 Next select the drop down arrow Type Name Modified Modified By next to the appropriate file or ys Staff Bio Sheets 2 8 2010 1 57 PM Ledyard Lyn document my Assignments II mew 2 8 2010 1 20 PM Ledyard Lyn Assignments NEw bs Ledyard Lyn incident NEW 2 8 2010 1 20 PM Ledyard Lyn Training Services NEw 2 8 2010 1 21PM Ledyard Lyn Traning Inventory MEW 2 8 2010 1 20 PM Ledyard Lyn Use of CP830 NEw 2 8 2010 1 21PM Ledyard Lyn Use of University Plaza new 2 8 2010 1 21PM Ledyard Lyn Step 3 ITTRAINING gt Training Team Training Team Then select Version History New Upload Actions 7 Settings 7 CA Staff Bio Sheets
54. y Name sw Shared Documents Staff Bio Sheets Training Team Assignments II NEW a SharePoint Project ERP PeopleSoft CMS CSUF Training Advisory Board Assignments MEW Sites People and Groups E Use of CP830 new E Recycle Bin 9 Use of University Plaza mew Step 4 Microsoft Internet Explorer ES SharePoint will prompt you to i A You are about to open open the file as either a Read el Name Training Services sls Only or Edit From sharepoint fullerton edu How would you like to open this file Ce Read Only To view a file select the Read CEA Only mode and dick UF Cancel Some files can harm your computer If this information looks suspicious or you do not fully trust the source do not open the file CSUF Date Last Revised 2 16 2010 Page 6 of 48 User Manual SharePoint 2007 User Guide Final Step 5 SharePoint opens the Read Only file using the appropriate program After reviewing the document close the application as normal no changes will be applied to the file A Lk LS J gt Training Services Read Only Compa Home Insert Page Layout Formulas Data Review View e dh Cut cA Copy Paste 4 Format Painter Clipboard E Arial L Server Workbook To modify this workbook click Edit Workbook Edit Workbook H21 S e A C 4 Documentation Create Documentation BPG s QRG s presentations etc weeks 1 2 weeks Create tutorials month month 2 weeks
55. your Sharepoint site by a designated Sharepoint View All Site Content administrator for your department To read more about the additional Functionality please visit the CSUF Sharepoint community portal Click Announcements under the Lists section Montaser Marc 2 2 2010 10 44 AM YT Name dd new announcement Future LINK HERE a Project Tracking Discussions x CSUF Training Advisory Board T Di i a Seen ere eee ERP PeopleSoft CMS Shared Documents Document Libraries Shared Documents SharePoint Project E Documents Ea Ss E a Training Team Training Team SharePoint Project a ERP PeopleSoft CMS CSUF Training Advisory Board Picture Libraries There are no picture libraries To create Sites People and Groups d Ga Calendar KR S CSUF Date Last Revised 2 16 2010 Page 30 of 48 User Manual SharePoint 2007 User Guide Final Processing Steps po Steen Shots S O Step 2 To create a new announcement select Add new announcement Step 3 Next enter the following Announcement Title Body of the message If applicable enter expiration for the announcement The message will no longer appear on the main page after the expiration date however it will still be available in the Announcements List Use the Attach File option to share a file Then click OK Step 4 The announcement now appears on the SharePoint main page
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