Intro to Share Point Handout

8/3/2019 Intro to Share Point Handout

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INTROTOSHAREPOINT

IntrotoSharePoint DepartmentofTechnologyEnhancedLearning

LastModified:7/08 InformationTechnologySystemsDivision,UNCW

2

WhatisSharePoint?MicrosoftSharePointisabrowserbasedcollaborationanddocument

managementplatformfromMicrosoft.Itisusedtohostwebsitesthataccess

sharedworkspaces

and

documents,

as

well

as

specialized

applications

like

wikis

andblogsfromabrowser.

ITSDhasimplementedthissysteminordertobetterprovidetheUNCW

communitywithaplaceforcollaborationwithindepartments,aswellas

interdepartmentallyacrosscampus.

Inorder

to

access

the

UNCW

SharePoint

Homepage,

open

an

Internet

browser

andgotothefollowingsite:

http://share.uncw.edu


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GettingStartedTheSharePointWindowWhen

you

go

to

aSharePoint

page,

you

will

see

the

following:

1. BrowserToolbars allowstheusertonavigateinthebrowser.2. LinkBar containsshortcutsforcommonactionsandfeatures.3. QuickLaunchBar containsshortcutstocommoncontentareasofthe

SharePointsite.

4. Search allowstheusertosearchthesiteforinformation.5. SiteActionButton containsshortcutstocreateitems,customizethepage,

andchangesitesettings(Note:Onlypeoplewiththenecessarypermissions

willseethisoption).

6. WebPart containscontentinformation. Webpartsarethecontainersofinformationthatmakeupthesite.

1

2

3

2

4


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Note AllSharePointpagesarehighlycustomizablewhichmeansthatyour

particularpagemaynotlookexactlyliketheonelistedabove.

UsingtheQuickLaunchBarBydefault,thefollowingcontentareasarelocatedontheQuickLaunchbar:

Documents containsdocumentlibrariesthatcontaindocumentfilesrelatedtoaspecificgrouporsubject.

Lists containssharedinformation. ThedefaultlistsareCalendarandTasks.

Discussions containsdiscussionboardsthatallowuserstopostmessagesandcommentsinachronologicalformat.

Sites containscollaborationareasuchasteamsites,workspaces,blogsites,andwikisites.

PeopleandGroups containslinkstogroupsandusers.RecycleBin containsdeletedfileinformation

Note Toquicklyviewsitecontentsanddetails,clicktheViewAllSiteContent

shortcutatthetopoftheQuickLaunchbar.

Whatis"MySite"?MySitecontainsapublicandaprivatepage. MyHomepageisyourpersonal

pagewhich

contains

your

private

information

and

files.

My

Profile

page

is

your

publicpagewhereotheruserscanviewandshareyourfilesandinformation. To

accessMySite,clicktheMySiteshortcutintheupperrightcorneroftheHome

page.

Note ITSDcurrentlyteachesaseparateworkshopthatcovers"MySite".


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CreatinganAnnouncement1. FromtheHomepage,clicktheAddnewannouncementshortcutatthe

bottomoftheAnnouncementswebpart.

2. EnteratitlefortheannouncementintheTitlebox.3. Optional EntertextfortheannouncementintheBodybox.4. Optional EnteranexpirationdateintheExpiresbox.5. Optional Toattachafiletotheannouncement,clicktheAttachFile

shortcut. ClicktheBrowsebuttonandlocateandselectthefileyouwantto

attach. ClicktheOpenbuttonandclicktheOKbutton.

6. ClicktheOKbuttonwhenyouarefinished.

Note youcanalsoclickthe

ListsshortcutontheQuick

Launchbarandselectthelist

typetocreateanewlistitem.


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AddingaLink1. FromtheHomepage,clicktheAddnewlinkshortcutatthebottomofthe

Linkswebpart.

2. EnteraURLfortheWebsiteyouwanttolinktointheTypetheWebaddressbox.(Note YoucanverifythatalinkisvalidbyclickingtheClick

heretotestshortcut)

3. Optional EnteradescriptionforthelinkintheTypethedescriptionbox.4. Optional EnternotesforthelinkintheNotesbox.5. ClicktheOKbuttonwhenyouarefinished.


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CreatinganEvent1. FromtheHomepage,clicktheAddneweventshortcutatthebottomofthe

Calendarwebpart.

2. EnteratitlefortheeventintheTitlebox.3. Optional EnteralocationfortheeventintheLocationbox.4. EnterorselectastartdateandtimeintheStartTimeboxes.5. EnterorselectanenddateandtimeintheEndTimeboxes.6. Optional EnteradescriptionfortheeventintheDescriptionbox.7. Optional ChecktheMakethisanalldayactivitythatdoesn'tstartorend

ataspecifichourbox.

8. Optional ChecktheMakethisarepeatingeventboxandselectrepeatoptions.

9.Optional

Check

the

Use

a

Meeting

Workspace

to

organize

attendees,

agendas,documents,minutes,andotherdetailsforthiseventbox.

10.ClicktheOKbuttonwhenyouarefinished.

Note

Ifyou

selected

to

create

ameetingworkspace,makeselections,

enterinformationintheNewMeeting

Workspacepage,andclicktheOK

button.


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CreatingaTask1. ClicktheTasksshortcutintheListssectionoftheQuickLaunchbar.2. ClicktheNewbutton( ).3. EnteratitleforthetaskintheTitlebox.4. Optional ClickthearrowonthePriorityboxandselectapriorityfromthe

resultingmenu.

5. Optional ClickthearrowontheStatusboxandselectastatusfromtheresulting

menu.

6. Optional Enteranumbervalueinthe%Completebox.7. Optional EnterausernameornamesintheAssignedTobox.8. Optional EnteradescriptionofthetaskintheDescriptionbox.9. Optional Enterastartdatein

the

Start

Date

box.

10.Optional EnteraduedateintheDueDatebox.

11.ClicktheOKbuttonwhenyouarefinished.


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WorkingwithListandDocumentViews1. ClicktheListsorDocuments shortcutontheQuickLaunchbar.

2. Selectthelistorlibrarythatcontainstheinformationyouwanttoview.

3. ClickthearrowontheViewboxanddooneofthefollowing:

a) Tochangetheview selecttheviewfromtheresultingmenu.

b) Toeditthecurrentview selectModifythisViewfromtheresultingmenu. MakechangestotheviewandclicktheOKbutton.

c) Tocreatealistordocumentview selectCreateViewfromtheresultingmenu. Selectaviewformat. Enteranamefortheviewin

theViewNamebox,selectoptions,andclicktheOKbutton.


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CreatingaNewFolder1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttoaddanewfolderin.3. ClickthearrowontheNewbuttonandchooseNewFolder.

4. EnteranameforthefolderintheNamebox.

5. ClicktheOKbuttonwhenyouarefinished.


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DocumentsOpeningandEditingaDocument

1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthedocumentyouwanttoopen.3. ClickthenameoftheOfficedocumentyouwanttoopen.4. Inthedialogboxthatappears,dooneofthefollowing:

a. Toeditthedocument,selectEdit.b. Toopenthedocument,selectRead

Only.

5. ClicktheOKbutton(Note youmaybeaskedtoenteryourpasswordtoopenthefile).

6. Optional Makedesiredchangestothedocument.

7. Whenyouarefinished,clicktheSave( )buttonontheQuickAccesstoolbar.

8. ClicktheClosebutton( )toclosethedocument.


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CheckingOutaDocumentIfyouwanttobetheonlyuserthatcanmakechangestoadocument,youneed

tocheckthedocumentout. Inordertodoso,followthesedirections:

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibrarythatcontainsthedocumentyouwanttocheckout.

3. Placeyourmousepointeroverthedocumentnameofthedocumentyouwant

to

check

out.

4. ClicktheEditarrowandselectCheckOutfromtheresultingmenu.

5. ClicktheOKbutton.

Note Acheckouticonwillappearnexttothedocumenttoshowthatitis

checkedout.


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CheckingInaDocument1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthedocumentyouwanttocheckin.3. Placeyourmousepointeroverthenameofthedocumentyouwantto

checkin.

4. ClicktheEditarrowandselectCheckInfromtheresultingmenu.

5. SelectYesorNointheKeepthedocumentcheckedoutaftercheckinginthisversionsection.

6. Optional EntercommentsintheCommentsbox.7. ClicktheOKbutton.8. ClicktheYesbuttoninthedialogboxthatappears.

Note Tocheckinafileanddiscardanychangesthatweremade,placeyour

mousepointeroverthedocumentnameofthedocumentyouwanttocheckin.

ClicktheEditarrowandselectDiscardCheckOutfromtheresultingmenu. Click

theOKbutton.


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UploadingaDocument1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttouploadthedocumentto.3. ClickthearrowontheUploadbutton.

4. Dooneofthefollowing:a. Touploadonedocument selectUploadDocumentfromthe

resultingmenu. ClicktheBrowsebutton,locateandselectthe

documentyouwanttoupload,andclicktheOpenbutton. Clickthe

OKbutton. MakechangestodocumentpropertiesandclicktheOK

button.

b. Touploadmultipledocuments selectUploadMultipleDocuments.Selectthelocationthatcontainsthedocumentsyouwanttoupload.

Checktheboxnexttothedocumentnameforeachdocumentyou

wanttoupload. Continueuntilyouhavecheckedallofthe

documentsyouwanttoupload. ClicktheOKbutton.


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CreatinganAlert1. Openthelibraryorlistthatcontainstheitemthatyouwanttocreatean

alertfor.

2. Dooneofthefollowing:a. Tocreateanalertforacalendaritem clickthe

eventnameandclicktheAlertMeshortcut.

b. Tocreateanalertforanotheritem placeyourmousepointerovertheitem. ClicktheEdit

arrowandselectAlertMefromtheresulting

menu.

3. Selectoptionsforthealertorleavedefaultoptions.ClicktheOKbuttonwhenyouarefinished.

SearchingaSite1. ClickthearrowontheSearchScopeboxandselectwhatyouwanttosearch

forfromtheresultingmenu.

2. EnterwhatyouwanttosearchforintheEntersearchwordsbox.3. ClicktheGoSearchbutton(Note yourresultswillbedisplayedinthe

searchresultspage).

4. Clicktheitemordocumentnametoopenit.


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DiscussionsCreatingaNewDiscussionThread

1. ClicktheDiscussionsshortcutontheQuickLaunchbar.2. Selectthediscussionboardyouwanttocreatethediscussionin.3. ClicktheNewbuttonandchooseDiscussion.

4. EnterasubjectforthediscussionintheSubjectbox.5. EnterandformatdiscussiontextintheBodybox.6. ClicktheOKbuttonwhenyouarefinished.


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ReadingandReplyingtoaDiscussionThread1. ClicktheDiscussionsshortcutontheQuickLaunchbar.2. Selectthediscussionboardyouwanttoread.3. Clickthethreadnametoreadthediscussiontext.4. ClicktheReplyshortcut.

5. EnterreplytextintheBodybox.6. ClicktheOKbuttonwhenyouarefinished.


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UsingaBlogSiteAblogsiteisaSharePointsitecreatedbyITSDtoprovideaplacetoshare

informationandfacilitateteamcommunication.

InordertoaccessyourdepartmentalBlog,pointyourbrowsertoyour

departmentalSharePointhomepageanddothefollowing:

1. ClicktheSitesshortcutontheQuickLaunchbar.2. Selecttheblogsiteyouwanttoopen.

Youwill

see

asite

similar

to

the

following:


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CreatingaBlogPost1. Inanopenblogsite,clicktheCreateapost

shortcutintheAdminLinkssection.

2. EnteratitleforthepostintheTitlebox.3. Optional EnterposttextintheBodybox.4. Optional ClickthearrowontheCategoryboxandselectacategoryfrom

theresultingmenu.

5. EnterorselectadateandtimeinthePublishedsection.6. ClickthePublishbutton.


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UsingaWikiSiteAwikisiteisaSharePointsitecreatedbyITSDthatprovidesaplaceforgroup

collaborationandbrainstormingideas.

InordertoaccessyourdepartmentalWiki,pointyourbrowsertoyour

departmentalSharePointhomepageanddothefollowing:

1. ClicktheSitesshortcutontheQuickLaunchbar.2. Selectthewikisiteyouwanttoopen.

Youwillseeasitesimilartothefollowing:


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CreatingaNewWikiPage1. InanopenWikisite,clicktheWikiPagesshortcutontheQuickLaunchbar.2. ClicktheNewbutton.

3. EnteranameforthepageintheNamebox.4. EntertextanditemsintheWikiContentbox.5. ClicktheCreatebutton.


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PicturesUploadingaPicturetoaLibrary

1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttoaddapictureto.3. ClicktheUploadbutton.

4. ClicktheBrowsebutton.5. Locateandselectthepicturefileyouwanttoadd.6. ClicktheOpenbutton.7. Optional CheckorcleartheOverwriteexistingfilesbox.

8. ClicktheOKbuttonwhenyouarefinished.9. Enterorchangepictureproperties.10.ClicktheOKbutton.


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DeletingaPicture1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthepictureyouwanttodelete.3. Checktheboxnexttothenameofthepictureyouwanttodelete.4. ClicktheActionsbutton.

5. SelectDeletefromtheresultingmenu.6. ClicktheOKbuttontoconfirmdeletion.


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ViewingaSlideShow1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibrarythatyouwanttoviewaslideshowof.3. ClicktheActionsbutton.4. SelectViewSlideShowfromtheresultingmenu.5. ClickthePlay( )button.6. Optional Tostoptheslideshow,clicktheStop

button( ).

(Note

the

slide

show

will

end

automaticallyafterallthepictureshavebeen

displayed).

7. Whentheslideshowisfinished,clicktheClosebuttontoclosetheSlideShowwindow.

Note Toscrollthroughthepictureinalibraryatyourownplace,clickthe

Previous( )andNext( )buttons.


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UsingtheRecycleBinDeletinganItem

1. Placeyourmousepointerovertheitemyouwanttodelete.

2. ClicktheEditarrow.3. SelectDeleteorDeleteItemfromtheresulting

menu.

4. ClicktheOKbuttontoconfirmdeletion.

RestoringaDeletedItem1. ClicktheRecycleBinshortcutontheQuickLaunchbar.2. Checktheboxnexttotheitemyouwanttorestore.3. ClicktheRestoreSelectionshortcut.4. ClicktheOKbuttontoconfirmthatyouwanttorestoretheitem.


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ViewingUserInformation1. ClickthePeopleandGroupsshortcutontheQuickLaunchbar.2. Dooneofthefollowing:

a. Toviewusersforaspecificgroup clickthegroupnameintheGroupssectionoftheQuickLaunchbar.

b. Toviewallusers clicktheAllPeopleshortcutontheQuickLaunch bar.

3. Clickthenameoftheuseryouwanttoviewinformationfor(Note TheusersMyProfilepagewillbedisplayed).

GettingHelp1. ClicktheHelpbuttonintheupperrightcornerofthewindow(Note the

SharePointServer2007HelpandHowtowindowwillappear).

2. IntheContentsbox,clickatopictoviewitssubtopics.3. Clickasubtopictodisplayhelpinformation.4. ClicktheClosebuttonwhenyouarefinished.

QuestionsorProblems?Contact

the

Technology

Assistance

Center

(TAC)

Location:HoggardHall,room126

Phone:962HELP(4357)

Email:[email protected]

WebAddress:www.uncw.edu/tac

Intro to Share Point Handout

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