Documente Academic
Documente Profesional
Documente Cultură
Prepared by Kamil Salus 4/7/2009 Instructional & Informational Technology Evanston Township High School, District 202
Contents
Accessing SharePoint................................................................................................................................................................................. 3 Getting to Know SharePoints Layout ....................................................................................................................................................... 3 Signing in ................................................................................................................................................................................................... 4 Making Changes to the Site from the FireFox browser or a Mac. ............................................................................................................. 4 Getting around in the calendar ................................................................................................................................................................... 5 Entering a calendar item ............................................................................................................................................................................ 5 Editing or deleting a calendar item ............................................................................................................................................................ 6 Sending a calendar link to others ............................................................................................................................................................... 6 Making the SharePoint calendar visible in Outlook ................................................................................................................................... 6 Entering a calendar item from Outlook ...................................................................................................................................................... 7 Synchronizing your calendar entries .......................................................................................................................................................... 8 Creating a Class Blog Site ......................................................................................................................................................................... 9 Blog Site Settings....................................................................................................................................................................................... 9 Creating a Class Wiki Site ....................................................................................................................................................................... 11 Creating a Personal Wiki Site .................................................................................................................................................................. 11 Creating a New Discussion ...................................................................................................................................................................... 13 Viewing documents in a document library .............................................................................................................................................. 15 Editing a document in a document library ............................................................................................................................................... 15 Deleting a document from a document library......................................................................................................................................... 15 Creating a folder in a document library ................................................................................................................................................... 15 Uploading a document to the Document Library ..................................................................................................................................... 16 Uploading multiple documents to the Document Library ........................................................................................................................ 16 Saving to a library using Microsoft Office Word, Excel, or PowerPoint 2007 ........................................................................................ 17 Editing a file for use in Word, Excel, or PowerPoint 2007 ...................................................................................................................... 17 Using Windows Explorer to move files, and more .................................................................................................................................. 18 Adding Outside links to your top link bar ................................................................................................................................................ 19 Renaming Links on your Top Link Bar ................................................................................................................................................... 19 Changing a Name on the Quick Launch .................................................................................................................................................. 19 Customizing the site's theme .................................................................................................................................................................... 19 Changing the logo on your home page .................................................................................................................................................... 20 Changing Permission Levels .................................................................................................................................................................... 21 Adding People to Permissions Groups ..................................................................................................................................................... 21 Removing People from Permissions Groups ........................................................................................................................................... 22 Creating New Permission Groups ............................................................................................................................................................ 22 Breaking Permission Inheritance ............................................................................................................................................................. 22 Adding and Editing Permissions .............................................................................................................................................................. 23 Creating a SubSite ................................................................................................................................................................................... 24 Adding Web Parts .................................................................................................................................................................................... 26 Modifying a Content Editor Web Part ..................................................................................................................................................... 26
Getting Started
Accessing SharePoint
You can access your site from work or home easily on any browser and any computer without specialized software. To access your SharePoint go to http://sp.eths.k12.il.us/your_sitename. Your_sitename is usually your last name followed by first initial such as smithj, for example: http://sp.eths.k12.il.us/smithj. If this is a department, committee, special program or other none teacher site your site will have a specialized name for example the Saftey Departments SharePoint site is http://sp.eths.k12.il.us/safety.
Sign In Link
Top Link Bar Navigation (Tabs) Consistent throughout your site, never changes, can display links to subsites (i.e. different classes or inner-departmental offices. Tabs across the top of the main window can be used for navigation. A Home tab always appears regardless of what type of customizations have been done. Quick Launch Navigation (Left Navigation Menu) The left navigation menu is customizable, so its appearance may vary from site to site. The pages that are available on the site will be listed in the left navigation menu. 3
Bread Crumb Navigation Shows user where they are relative to the main ETHS SharePoint site.
My Links You can use the My Links feature to bookmark all the SharePoint sites that you commonly use. The My Links button will be available at the top right of your screen while accessing any SharePoint site that you are logged into.
Signing in
Please note that before any changes are made to your site such as uploading or downloading a document, you will need to sign in to the site. The password is your regular network password. The user name will be your regular network user name preceded with eths\ for example John Smith would enter in: eths\smithj . The sign in is located in the top right hand corner of the site. If you are within the network the computer may have cached your sign-in based on previous authentications and SharePoint will not require you to enter in your credentials.
Once you sign in you will see Welcome Last, First Name and, if you have owner privileges on this particular site, the Site Actions tab appear.
Calendar
Finding the built-in calendar
To access the calendar, click Calendar on the Quick Launch of the site that's based on Windows SharePoint. If you don't see the calendar on the Quick Launch, there are several other options: Click View All Site Content on the Quick Launch and click Calendar under Lists. Create your own calendar (see the link to the course on this subject in the "See also" section of this Quick Reference Card). Contact your site administrator and ask for one. Windows SharePoint Services includes collaboration templates that your site administrator can use when creating a new site. The Team Site template provides the built-in calendar described in this course. For more information, see the "Default site templates" link at the top of this Quick Reference Card.
Use the arrows to move from month to month, week to week, or day to day.
To quickly move to different years or months, use the small calendar above the Quick Launch.
4. You can attach a file to your item by clicking on Attach File 5. Complete the Title field. 6. The Location field is not a required field. 7. Select a Start Time by typing in a date or using the calendar and selecting a time. 8. Select an End Time 9. The Description filed is not required. 10. If your item is an all day event select All Day Event 11. If your item is a recurring event select Recurrence 12. If you are a site owner and need to create a workspace for this item select Workspace 13. Click Ok
3. When you are prompted to confirm that you want to connect the SharePoint calendar to Outlook, click Yes. In Outlook, in Calendar view, the SharePoint calendar is added under Other Calendars. If the check boxes are selected for the SharePoint calendar and your default Outlook calendar, both calendars appear together in Side-By-Side Calendar view.
Right-click the name of the SharePoint calendar under Other Calendars. Click Open in Web Browser.
3. In the table, look at the entry in the Permissions column for the calendar that you've connected to Outlook. Note You'll need Write permissions in order to be able to create, modify, or delete items. To get the correct permissions, contact the person who set up the SharePoint calendar.
Class Blogs
Creating a Class Blog Site
1. 2. 3. 4. 5. 6. Click on Site Actions, Create Under Web Pages, select Sites and Workspaces Give your site a Title (i.e. Reflections or Journals, etc.) Type the URL address for your site. It should be short and have no spaces (i.e. MyJournal) Under Select a Template, select Blog. Leave everything else at the default settings a. Use same permissions as the parent site. b. Display this site on the Quick Launch? YES c. Display this site on the Top Link Bar? YES d. Use the Top Link Bar from the parent site? YES Click CREATE.
7.
Once the site is created, there are some settings you need to change.
5.
10
Class Wiki
Creating a Class Wiki Site
1. 2. 3. 4. 5. 6. Click on Site Actions, Create Under Web Pages, select Sites and Workspaces Give your site a Title (i.e. Civil War, Matter, etc.) Type the URL address for your site. It should be short and have no spaces (i.e. CivilWar or Matter) Under Select a Template, select Wiki Site Leave everything else at the default settings a. Use same permissions as the parent site. b. Display this site on the Quick Launch? YES c. Display this site on the Top Link Bar? YES d. Use the Top Link Bar from the parent site? YES Click CREATE.
7.
Once the site is created, there are some settings you need to change.
10. In the new screen 'Set Up Groups for this Site' 11. In the 'Visitors to this Site' area, switch 'Visitors' to 'Owners' 12. Add the student's username to Members of this site area 11
13. On The Owners of this site, click on 'Use an existing Group' and choose 'Owners' 14. Click 'OK'
1. 2. 3. 4. 5. 6. 7. 8. 9.
Click on history Click on check out Click on edit item make your changes Click OK Mouse over the checked out page Click on the drop down arrow Click Check in Click OK
12
Discussion Boards
Discussion Boards can be created in order to organize messages around similar topics. New messages can be created as well as replies to existing messages.
Viewing a Discussion
1. Click into the discussion board, then select the topic of the discussion. 2. You may now read the discussion. 3. Simply use the back button to navigate back to the discussion board. You can view the discussions in the order in which they are posted or you can view them as a Threaded Discussion. The threaded view allows you to see more clearly who has responded to what post. 1. Click on a Post. 2. Click on the drop down arrow for View 3. Select Threaded
Replying to a Discussion
2. 3. 4. 5. 6.
Select the topic of the discussion. After reading it, click "Reply" in the upper right hand corner of the discussion. Add a descriptive title, and the type your reply in the body. If you would like to attach a file to your reply you may do so by clicking on the "Attach File" button Click "OK" when you are finished.
14
Document Libraries
A document library is a place to store documents that you would like to access from school or from home. Documents can be downloaded from a Sharepoint site and uploaded to a Sharepoint site quickly and easily. Before uploading or downloading a document, you will need to log in to the site. The login is always your complete email address smithj@eths.k12.il.us. The password is your regular network password.
1. Hover your mouse over the document, and click on the drop down arrow on the right side of the document name. 2. Scroll down and select Delete 3. Click OK 4. The document has been moved from the document library to the recycle bin where you can restore it at a later date or delete it completely.
6. Once you have found your file choose " Open " 7. Click OK. Note: If you do not see your files in the library, refresh the browser.
16
5. Once you have selected the files choose the click "Ok".
17
18
The common name should appear as a tab on the Top Link bar
4. Click Apply. 5. Return to your site's home page by clicking Home in the top link bar.
20
Permissions
Those designated as Site Owners (or those with Full Control permissions on a site) are able to set site permissions for others. By default, there are three permissions groups automatically created for a SharePoint site: Site Owners: individuals with full control over the site (the ability to make changes to lists/libraries, change site permissions, add new lists/libraries, and alter the look of the sites home page) Site Members: individuals with contribute (read/write) access to site content, such as items in lists and libraries Site Visitors: individuals with read-only access to the site The simplest way to set permissions for a site is to add people to the above groups.
21
23
SubSites
Create a site or workspace when you want to break out topics into their own area.
Creating a SubSite
1. From the Home page click on Sites in the Quick Launch menu. 2. Click on the Create button. 3. Select Sites and Workspaces from the Web Pages category. 4. Give your subsite a name by completing the Title field 5. If you would like a description for your subsite complete the Description area 6. In the URL name area type in a name for your subsite Note: Do not have spaces in your address. 7. Select the Template for the type of subsite you would like to create. 8. To use the same permission as your parent site leave Use same permissions as parent site selected 9. Select Yes for the subsite to be displayed in the quick launch menu of the parent site (Fig 2, 2). 10. Select Yes to have the subsite link in the top link bar of the parent site (Fig 2, 3). 11. Select Yes if you would like the top link bar to be the same as the parent site (Fig 2, 4). 12. Click Create
24
25
Web Parts
A SharePoint Web Part is a customizable web page element that is typically used to display data from lists and libraries on a web parts page. A Web Parts Page, such as a sites homepage, can host one or more web parts. Site owners can add, remove, edit, and arrange the web parts for the pages default view.
SharePoint Terminology
Alerts These notify users of changes to existing information or new information, add an alert to track changes to content in an area, or a new site added to the Site Directory Anonymous Access Allows anyone to view the sites contents with no authentication Areas means to organize portal for navigational simplification Audiences Groups of users, who meet certain criteria, created for targeted distribution of information. Discussions SharePoint supports two types of discussions: discussion boards and Web discussions. Discussion boards are similar to any newsgroup forum. Web discussions, on the other hand, are a new way to comment on documents and share those comments with others. When a new site is created, a discussion board is automatically created. Libraries In order to share files, SharePoint makes use of libraries. The three types of libraries available in SharePoint are document libraries, form libraries and picture libraries. Lists Along with document libraries, lists form the foundation of content within SharePoint. A list is a collection of information items displayed in an area or on a site. List types include: Announcements, Links, Contacts, Events, Tasks and Issues. Private Web Part A Web Part added to a Web Part Page by a user who is working on the page in personal view. Private Web Parts are available only to the user who added or imported the Web Part. Shared Web Part A Web Part added to a Web Part Page by a user who is working on the page in shared view. Shared Web Parts are available to all users of a Web Part Page who have the appropriate permissions. Site Groups Site groups are custom security groups that apply to a specific Web site. Users are assigned to site groups to grant them permissions on a SharePoint site. Site Templates Whenever you create a new site, SharePoint use predefined templates to simplify the creation of the new elements for the site. These templates allow you to create everything from a specialized team site to a blank site you can use to create content from scratch.
27
Site Member A user who has permissions to contribute to existing lists and libraries. Site Owner A user who can create lists and libraries, contribute to lists and libraries, and assign user permissions. Site Visitor A user who can only read content in existing lists and libraries. SubSite A named subdirectory of the top-level Web site that is a complete Web site. Each sub-site can have independent administration, authoring, and browsing permissions from the top-level Web sites and other sub-sites. Survey A Web site component that enables users to respond to a set of questions specified by the creator of the survey. Results are tallied in a graphical summary. Surveys provide a way to poll portal users for input on a subject. Surveys support a wide variety of response types from simple Yes/No answers to free-form text. Web Part Customizable Web page element that can be added to SharePoint pages. Web Parts Page - A Web page that can host one or more Web parts. A site owner can arrange the web parts for the default view of the page. A sites homepage is an example of a web parts page. Web Part Zone A container with a set of properties that can be configured to control the organization and format of Web Parts on a Web Part Page. Web Part zones can also be used to provide protection against changes to Web Parts.
28