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Working with NNRP Sites 4.1 SharePoint 2007 Basics

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1 Working with NNRP Sites 4.1 SharePoint 2007 Basics
GNSSN Workshop on National Nuclear Regulatory Portals 04–06 July 2011, BMU, Bonn, Germany N. Haring (GRS, Germany)

2 Content General Page Layout All Site Content Site Actions
Create and work with Sites Web Part Pages Wiki Pages Libraries Lists Web Parts GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

3 General Page Layout 3 1 4 2 5 6 7 Searchbar Site Actions
Navigating Among SharePoint Sites Breadcrumb Navigation The pages in a SharePoint site use breadcrumb navigation links that identify where the current page or site fits into the overall hierarchy of the site. Global breadcrumb navigation is always visible in the upper-left corner of the page and will display the site’s name. Site Link Top Link Bar Appears as one or more hyperlinked tabs across the top of all pages on a site. The Top Link bar is used primarily as an overall hierarchical structure of the site or sites for which it resides. 6. View All Site Content Appears as a link on the side of nonadministration sites directly above the Quick Launch. This link will take users to the All Site Content page, which displays links to all lists, libraries, discussion boards, sites and workspaces, surveys, and the Recycle Bin for the site. Note: Users can always click the View All Site Content link to view all the content within a site. 7. Quick Launch Displayed on the left side of most SharePoint sites directly below the View All Site Content link. The Quick Launch displays links grouped in different headings for quick access to a site’s most popular items, whether a library, list, site, or any other item accessible via a URL. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

4 All Site Content View All Site Content
This navigation element appears as a link on the side of pages (except for site administration pages such as the Site Settings page), directly above the Quick Launch. You cannot customize or disable this link in the user interface. Users can click this link to go to the All Site Content page, which lists links to all lists, libraries, discussion boards, sites and workspaces, surveys, and the Recycle Bin for the site. Only subsites that are direct children of the parent site are displayed on the All Site Content page. For example, in a site hierarchy where the parent site has three subsites and each of those subsites has additional subsites, the All Site Content page will display only the three subsites one level below the parent. To view the entire site hierarchy, you can use the tree view. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

5 Site Actions Create | Edit Page | Site Settings
GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

6 Site Actions | Create 1 2 Click Site Actions to Create a new list, library or web page to this website. Select an item from the headding. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

7 Site Actions | Edit Page
1 3 Click Site Actions to Edit Page Add or Edit a Web Part to create or change content for this site. Click Exit Edit Mode to finish editing. 2 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

8 Site Actions | Site Settings
1 2 Click Site Actions to Edit Page Manage site settings on this site. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

9 Create a Team Site 1 Click View All Site Content and then click Create on the All Site Content page. You may also be able to click Site Actions and then Create within any site. Under Web Pages, click Sites And Workspaces. 2 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

10 Create a Team Site 3 4 5 In the Title And Description section, type in a title for the new site. The title is required. This title will appear at the top of the new site and in all navigational elements. Optionally, type in a description of the purpose of your site in the Description box. The description box will also appear at the top of the site. In the Web Site Address section, type a URL for your site. The initial part of the URL will be provided for you. In the Template Selection section, click the tab that you want and then select the site template that you want. In the Permissions section, select whether you want to provide access to the same users who have access to this parent site, or to a unique set of users. If you select unique, you can populate the permissions later. In the Navigation Inheritance section, specify whether you want the site to inherit its Top Link bar from the parent site or to have its own set of links on the Top Link bar. This setting also affects whether the new site appears as part of the breadcrumb navigation of the parent site. If you click No, your subsite will not contain the breadcrumb navigation of the parent site. Click Create. 6 7 8 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

11 Add a Web Part to the Team Site
After it’s created, the new site is ready to be used “as is” by a user with the appropriate permissions to begin adding content and features to meet the needs of the organization. Libraries and lists can be created, and Web Parts can be added to the page to enhance the functionality of the site. Permissions can be modified to add or edit the permissions of existing users, and the Top Link bar and the Quick Launch can be customized to meet the site’s exact needs. For more Information see Slide “Sources”. Click Edit Page to add, remove, or update WebParts on this page. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

12 Add a Web Part to the Team Site
1 1 2 Web Parts can be added to a page to meet the needs of the organization and ensure that the site captures all the functionality needed for optimal collaboration and document management. All new document libraries and lists that are created can instantly be added to the page and viewed as Web Parts. Adding a Web Part to a Web Part Page Adding a Web Part to a Web Part page in can be quickly done by using the Add Web Parts dialog box. A user with the appropriate permissions level can do this as follows: 0. On the Site Actions menu, click Edit Page. 1. In the Web Part zone where you want to add the Web Part, click Add a Web Part. 2. In the Add Web Parts dialog box, select the check box for the Web Part that you want to add to the page. SharePoint site templates provide a collection of Web Parts that are ready to use with your site. You can use these built-in Web Parts, customize them to suit your needs, or create new Web Parts and upload them for use throughout your site. 3. Click Add. 3 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

13 Edit a Web Part Configuring Web Parts
A Web Part’s properties, such as the Web Part’s title or border, are configured using the tool pane (see next slide). The tool pane enables users to specify widths for Web Parts as well as a number of other options to ensure the Web Parts mesh well with the rest of the page. To edit a Web Part’s tool pane, a user must have appropriate permissions. To edit the tool pane, do the following: 0. On the Site Actions menu, click Edit Page Click the Edit drop-down list on the title bar of the Web Part you would like to edit and select Modify Shared Web Part, as shown in Figure. The Web Part’s tool pane will then be displayed, as on the next slide. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

14 Edit the Content Editor Web Part
You will now be able to edit attributes such as Selected view and Toolbar Type, and you can open up the Appearance, Layout, and Advanced sections to modify many additional items. You can use the Rich Text Editor to type formatted content automatically without prior knowledge of HTML syntax. Click the buttons on the Standard and Formatting toolbars at the top of the window to enter and format the content. Click Help on the Standard toolbar to display a summary of the tasks that you can perform and their corresponding buttons. You can use the Source Editor to enter or modify HTML source code. The Source Editor is a plain text editor and is intended for users who are familiar with HTML syntax. All Web Parts share a common set of properties that control their Appearance, Layout, and Advanced characteristics. After you are satisfied with your changes and are ready to close the tool pane, click OK. Alternatively, to view your changes without closing the tool pane, click Apply. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

15 Edit the Content Editor Web Part
GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

16 Create a Document Library
1 2 3 To create a library, you must have permission to manage lists on the site where you want to create the library. Lists and libraries are the repositories for almost anything you want to keep in a SharePoint site. Once you have stored the data, you can configure Web Part pages to display the lists  and libraries in your SharePoint site. Creating a New Library 0. Click View All Site Content and then click Create on the All Site Content page. Under Libraries, click the type of library that you want, such as Document Library. In the Name box, type a name for the library, as shown in Figure. The library name is required and will display at the top of the library page. It will become part of the library’s URL and navigational elements. In the Description box, you can optionally type a description of the purpose of the library. The description will appear at the top of the library page. To add a link to this library on Quick Launch, verify that Yes is selected in the Navigation section. To create a new version each time a file is checked into the library, select Yes in the Document Version History or Picture Version History section. Depending on the type of library you are creating, a Document Template section may be available. It lists the compatible programs that are available as the default for creating new files. If content types are enabled, the default template is specified through the content type. In the Document Template section, in the drop-down list, select the type of file that you want to be used as a template for files that are created in the library. Click Create. 4 5 6 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

17 Create Document Library
GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

18 Upload a document to the library
2 Drop 1 Drag 3 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

19 Upload a document to the library
GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

20 Create a Custom List 1 Creating a New List from the Built-In Lists
Site administrators or those with the appropriate permissions can easily create a new list by performing the following steps: 0. Click View All Site Content and then click Create on the All Site Content page. Under either the Communications or Tracking headings, click the type of list that you would like to create, such as Custom List as shown in Figure. (Following not seen in slide) In the Name box, type in a name for the new list (this is a required field). The name you type here will appear at the top of the list’s page and will become part of the URL for the page and any related navigational elements. In the Description box, type the purpose of the list. The Description field is optional, but it will appear at the top of the list in most views. If you would like the new list to display in the site’s Quick Launch, select Yes in the Navigation section. Click Create to finalize the new list creation process. The new list will then be created but will not contain any items, as shown in Figure. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

21 Create columns to a list
1 2 Some lists already have columns set up, but you can add or change them. For custom lists, you add your own columns to the list. You have several options for the type of column that you create, including a single line of text, a drop-down list in which you specify the options, a number that is calculated from other columns, or even the name and picture of a person on your site. 0. Open the list or library. On the Settings menu , click Create Column. In the Name and Type section, type the name that you want in the Column name box. Under The type of information in this column is, select the type of information that you want to appear in the column. In the Additional Column Settings section, type a description in the Description box to help people understand the purpose of the column and what data it should contain. This description is optional. Depending on the type of column that you selected, more options may appear in the Additional Column Settings section. Select the additional settings that you want. To add the column to the default view, which people on your site automatically see when they first open a list or library, click Add to default view. Click OK. 3. The created column appears. 3 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

22 Add a new item to a list 1 2 After a list contains all the fields (columns) you want, team members can view it or update it by: ·         Clicking its link in Quick Launch if you chose to display this list on Quick Launch when you created or later modified the list. ·         Clicking the View All Site Content link and then, under Lists, clicking the list name. ·         Adding the list to a Web Part page. Adding Items to a List To add an item to a list, proceed as follows: 0. Open the list or library. On the New menu , click New Item. To save the data you entered, click Ok. The new item appears on the list. Changing or Deleting the Content of a List Item To change or delete the content of a List item, a user with the appropriate permissions can perform the following steps: Click the item’s title (which should be a hyperlink). When the item appears on its own page, click the Edit Item or Delete Toolbar button. Alternatively, move the mouse pointer over the item’s title, click the drop-down arrow, and then choose Edit Item or Delete Item from the shortcut menu. 3 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

23 Create View 1 2 To make it easy for team members to see information that applies only to them or is grouped according to their interests, create a customized view of a list or document library. Doing this allows for quick viewing of only the needed tasks. 0. Open the list or library. On the Settings menu, click Create View, as shown in Figure. Under Choose A View Format, click the type of view that you want to create, as shown in Figure. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

24 Create View 1 2 In the View Name box, as shown in Figure, type a name for your view. If you want to make this the default view, select the Make This The Default View check box. A list view can only be made the default view if it is a public view and if you have permission to change the design of a list. In the Audience section, under View Audience, select whether you want to create a personal view that only you can use or a public view that others can use. In the Columns section, you can show or hide columns by selecting the appropriate check boxes. Next to the column name, enter the number for the order of your column in the view. (Following not seen on this slide.) In the Sort section, choose whether and how you want the information to be sorted. You can use two columns for the sort, such as first by author, and then by file name for each author. In the Filter section, choose whether and how you want to filter the files. A filtered view shows you a smaller selection, such as items created by a specific department or with an approved status. In the Group By section, you can group items with the same value in their own section, such as an expandable section for documents by a specific author. In the Totals section, you can count the number of items in a column, such as the total number of issues. In some cases, you can summarize or distill additional information, such as averages. In the Style section, select the style that you want for the view, such as a list in which every other row is shaded. In the Folders section, for lists with folders, you can create a view that doesn’t include the folders. To view of all your items at the same level, click Show All Items Without Folders. In the Item Limit section, you can limit how many files can be viewed or how many files can be viewed on the same page. The Mobile section sets the view for a list or library that will be delivered to users of mobile devices. When you are finished, click OK. 3 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

25 Create a Web Part Pag 2 3 1 To create a new Web Part page by using only a SharePoint site’s browser interface, perform the following steps: 0. Click View All Site Content and then click Create on the All Site Content page. Alternatively, click Site Actions and then click Create within any site. Under Web Pages, click Web Part Page. On the New Web Part Page form, shown in Figure, type a name for the new page. Selecting the Overwrite If Already Exists check box enables you to overwrite the page if the name is already in use. If you do not want to overwrite a page that already exists with the same name, leave this box blank. Under Choose A Layout Template, select a layout template to arrange the Web Parts in zones on the new Web Part page. You can add multiple Web Parts to each zone. If a Web Part is not added to a zone, the zone will collapse (unless it has a fixed width). Under Document Library, select the document library where this new page will be stored. Click Create, and the new Web Part Page will be created and then loaded in Edit Mode. 4 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

26 Edit a Web Part Page 3 1 2 Web Part Page modification can begin with only a few clicks of the mouse. Change the Web Part Page Title by clicking Edit Title Bar Properties. Add a Web Part to the Page, see Slide „Adding Web Parts to a Page“. When you are finished, click Exit Edit Mode. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

27 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

28 Create a Wiki Page 1 Select this site template when you want to create a site where users can quickly and easily add, edit, and link Web pages. Wikis are a new feature in SharePoint that allows for easy and open sharing of SharePoint information. Note: Before creating a site, make sure that you are at the location on your site where you want to create a new subsite. Click View All Site Content, and then click Create on the All Site Content page. Under Libraries, click Wiki Page Library. 3. In the Title and Description section, type a title for your wiki site. The title is required. The title appears at the top of the Web page and appears in navigational elements that help users to find and open the site. Type a description of the purpose of your wiki in the Description box. The description is optional but it helps users understand the purpose of your site. In the Web Site Address section, type a URL for your wiki site. The first part is provided for you. In the Template Selection section, click the Collaboration tab if it is not already selected, and then click the Wiki Site template. In the Permissions section, select whether you want to provide access to the same users who have access to this parent site or to a unique set of users. In the Navigation Inheritance section, specify whether you want the site to inherit its top link bar from the parent site or to have its own set of links on the top link bar.  Click Create. 2 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

29 Edit a Wiki Page 1 3 2 Edit a Wiki Page
When you first create a wiki site, the home page contains sample content about wikis. You can edit it or replace it with your own content. The easiest way to start adding content to your wiki is to edit the home page and add placeholder links to pages that you will create later. On the wiki page that you want to edit, click Edit. Type any text you want. Use the buttons on the Formatting toolbar to format text, and add other content, such as images, tables, and hyperlinks. Note: To add wiki links to other pages in your wiki, type the name of the page surrounded by double square brackets: [[Page Name]]. You can also create wiki placeholder links to pages that do not exist yet. These placeholder links appear as links with a dotted underline. By clicking the placeholder wiki link a new wiki site will be create. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

30 Create a Wiki Page 1 3 By creating the Wiki Library, SharePoint automaticaly generates a „Home“ and a „How To Use This Wiki Library“ Wiki Page, which you can edit or replace with your own content. Create a new Wiki Page in the current Wiki Library, click New. Create or edit content use the buttons on the Formatting toolbar. Click Create and the new Page will be stored at the Wiki Library. 2 GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany

31 Interessting Sources Windows SharePoint Services
Creating SharePoint Sites, Workspaces, and Pages help/redir/AM aspx?CTT=5&origin=HA Create a Wiki Permissions and Navigation Inheritance When you’re creating a new site, you can allow it to inherit the permissions of the parent site. Alternatively, you can give it a set of unique permissions. If you decide to use the same permissions as the parent site, the permissions will then be shared by both the new site and its parent. If you give it unique permissions, you will then need to go into the People And Groups page within Site Settings and specify the users or groups for the site. By default, SharePoint sites have the Owners (full control), Members (contributor), and Visitors (reader) groups available after site creation. If you give permissions to users directly, choose one of the following four permission levels: ·         Full Control The user has full control of the site. ·         Designer The user can view, add, update, delete, approve, and customize. ·         Contribute The user can view, add, update, and delete. ·         Read The user can only view the content of the site. Navigation can also be inherited or unique based on the user’s selection criteria during the site creation. If the user specifies that a site should inherit its Top Link bar from the parent, an identical Top Link bar will be displayed within the site. If it is not inherited, the link bar will have its own links and will also not contain breadcrumb navigation inherited from the parent site. GNSSN Workshop on National Nuclear Regulatory Portals, 04–06 July 2011, BMU, Bonn, Germany


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