Intermediate SharePoint 2010 Training
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Transcript of Intermediate SharePoint 2010 Training
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Intermediate
SharePoint
Facilitated by:
Ivor Davies
9/7/2014
1
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Breaks
Morning 15 min (between 10:00 & 10:30 am)
Duration is approximately from 9:00 AM to about 12:30 PM
This will be an interactive session – you will participate with me.
Ask questions anytime!
http://team.lcbo.com/sites/trainingtemplate
Course Logistics
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Review of SharePoint Sites
Working with SharePoint Lists and Forms
InfoPath 2010
Excel Services
Visio Services
Site Actions Menu
Agenda for today’s session:
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Name
Have you taken any SharePoint (LCBO or External)
Training before ?
Any specific expectations from today’s session?
Introductions…
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Central place for team information
Documents
Calendars
Issues
Discussions
Views
And more!
Empowerment of collaborative teams
Reduce the need for paper documents
Review of SharePoint Sites
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Working with SharePoint Lists & Forms
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Review: The List Ribbons
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Working with SharePoint Lists
• There are different data types that can be used for each column. The standard
types include text, number and date as well as link, user, choice, image and many
other types.
• The data in the list is displayed through views. A list will always have a default
view that displays all items. You may create any number of views and choose
which columns to display, what to filter by, how to order by and what to group on.
• Security permissions are inherited from the site the list is created in unless you
specify unique permissions. Each item's security permissions inherits from it's list's
(parent) permission unless you specify unique permissions for it.
• When you create a list for the first time – SharePoint creates two columns
automatically. One is called “Title” and the other is “Attachment”. You can rename
the title filed to some other name if you lake and the attachment column can be
deleted.
• All lists are populated / completed using an online form – this leads us into
InfoPath.
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InfoPath 2010 & SharePoint Lists
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What is InfoPath?
• Microsoft InfoPath is a software application for designing, distributing, filling
and submitting electronic forms containing structured data.
• Microsoft initially released InfoPath as part of Microsoft Office 2003 family.
• Microsoft Office 2010 contains both InfoPath 2010 Designer and InfoPath
2010 Filler.
• All LCBO Head Office users will eventually have Microsoft Office 2010
(including InfoPath).
• Microsoft is discontinuing InfoPath after Office 2013 – it will be moving in a
new direction for online forms. But…..
• InfoPath will still be supported in SharePoint 2013 and Office 365 until 2023.
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Designer (Create Online Forms)
Filler (Fill out / Complete Online Forms)
InfoPath Form Services in SharePoint
(Complete Forms via the Browser (Internet Explorer)).
InfoPath consists of:
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Provide useful descriptions and instructions for your controls and user interface elements.
Arrange form controls in the order in which you intend for people to complete them.
Use a combination of background and foreground colors that provide good contrast for easy reading.
Avoid changing the default keyboard focus. This is especially important if your form is used on a Web Part page with other Web Parts.
Make sure that an explicit user action is required to trigger a view switch.
Key Guidelines for Form Design
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Use meaningful Headings.
Add new sections where applicable
Avoid nesting layout tables
Use alternative text (alt text)
You can convert existing Microsoft Word and Excel
forms to an InfoPath form.
Make your Form Layout accessible
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Submit data to a SharePoint List
Submit data to existing business systems
Query data from existing business systems
Add workflow to forms (Advanced)
Manage forms and form templates in a centralized
location. (Advanced)
Streamline forms-driven business processes
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Sample Form in InfoPath Designer
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Interactive Demo – Please follow along with me
Approximately 60 minutes
Form will contain four fields: Attachment (Attachment), Name
(Text), Division (Drop-Down List) and Date (Date).
Custom List must be created at:
http://team.lcbo.com/sites/trainingtemplate/TeamSite
A SUBMIT button will be used to submit the form data to the
SharePoint List – we will remove the InfoPath ribbon from the
form to avoid confusion.
You must ensure that you set the proper security on your list so
that users and FILL OUT (add data) to the list via your form.
Design an Online Form using InfoPath
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Receival Error Report Form
Delivery Discrepancy Report
STAR Nomination Form
Site Request Form
SMi Feedback Form
Audit Survey Form
Examples of existing InfoPath Forms
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Excel Services
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What is Excel Services?
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Interactive Demo – Please follow along with me
Approximately 15 minutes
Excel Services Demo
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Visio Services
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What is Visio Services?
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Interactive Demo – Please follow along with me
Approximately 15 minutes
Visio Services Demo
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Site Actions Menu
(Site Administrative Functions)
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Site Actions Menu
Edit Page
Show Ribbon
New Page
New Document Library
New Site
More Options….
Manage Content and Structure
View All Site Content
Edit in SharePoint Designer
Site Permissions
Site Settings
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Search & Metadata
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Search & Metadata Demo
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Resources available to you:
BrainStorm QuickHelp – http://officequickhelp
LCBO Content Manager Team Site – http://team.lcbo.com/sites/cms
Introduction to designing a form in InfoPath 2010 -
http://office.microsoft.com/en-ca/infopath-help/introduction-to-designing-a-
form-in-infopath-2010-HA101821252.aspx
Learning Tree International - Developing InfoPath Forms for SharePoint
Course 1507 (3 days) http://www.learningtree.ca/courses/1507/developing-
infopath-forms-for-sharepoint/
Introduction to Form Templates and Forms - http://office.microsoft.com/en-
ca/infopath-help/introduction-to-form-templates-and-forms-HA010062685.aspx
BrainStorm QuickHelp Online Videos for LCBO -
http://quickhelp.brainstorminc.com/lcbo/Pages/QuickHelp.aspx
Thank You for your attending today’s session!