IntroductionWelcome| 00:03 | Hi, I'm Simon Allardice, and
welcome to SharePoint 2010 New Features.
| | 00:08 | I'll take you through the substantial
changes, and the additions Microsoft has
| | 00:11 | made in this, the latest
version of SharePoint Server.
| | 00:15 | As this course is all about the new
features, I do expect you're already
| | 00:18 | comfortable with SharePoint, but you
know how to work with SharePoint sites,
| | 00:22 | lists, and document libraries,
that you're familiar with SharePoint workflow and
| | 00:25 | how SharePoint works with Office.
| | 00:27 | We're going to take those existing
SharePoint skills and quickly wrap them up
| | 00:31 | into working with the new user
interface and the new functionality.
| | 00:34 | We'll focus first on the day-
to-day tasks in SharePoint.
| | 00:38 | The things you need to get going right now.
| | 00:40 | I'll then take you on a tour of the new
sites, the new tools, and the features
| | 00:44 | only found in SharePoint 2010.
| | 00:47 | As you know, SharePoint is
more of a platform than a program.
| | 00:51 | So, as we go through this, your
experience will almost certainly look a little
| | 00:54 | different from mine, based on your
license agreement, the permissions you have
| | 00:58 | in your organization, and what
features your system administrator may have
| | 01:02 | enabled or disabled, but the core of
what we're going to explore should be
| | 01:05 | very, very similar.
| | 01:06 | So, let's get started with
SharePoint 2010 New Features.
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1. The New User InterfaceExploring the interface| 00:00 | The first time you open a SharePoint
2010 site, you're going to see a major
| | 00:04 | change in the user interface.
| | 00:06 | This has been completely
rewritten since SharePoint 2007.
| | 00:10 | It's cleaner, it's faster, and the
overall shift has been to get more done with
| | 00:15 | fewer clicks and fewer trips to other pages.
| | 00:18 | Because this has been written
with more up-to-date and standardized
| | 00:21 | technologies, finally,
SharePoint works with other web browsers.
| | 00:25 | not just Internet Explorer, but
Microsoft also supports using Firefox and Safari.
| | 00:30 | But although the user interface has
changed a lot, what you do in SharePoint has
| | 00:34 | not changed very much.
| | 00:36 | You're still going to work with
lists and libraries, team sites, and
| | 00:38 | document workspaces.
| | 00:40 | For much of what you do, it will feel like
SharePoint 2007 with a better user interface.
| | 00:46 | Now, while the biggest change to the
user interface is in this top area, a place
| | 00:50 | called the Ribbon, which brings the
SharePoint user experience much more in line
| | 00:55 | with other Office applications, there
are another couple of pieces you should
| | 00:58 | know about when coming from an earlier version.
| | 01:01 | We still have the navigation along
the left, the Quick Launch Bar, which
| | 01:05 | typically tells us what's on this
SharePoint site, and the navigation along the top,
| | 01:09 | the top link bar, which by
default still links us to subsets.
| | 01:13 | So, while these kinds of things
haven't shifted a lot, the Site Actions menu,
| | 01:18 | which was all the way in the right-hand
side, is now on the left and you'll see
| | 01:23 | some new options on it.
| | 01:24 | Many of these are actually just
shortcuts. In SharePoint 2007, for example, to
| | 01:29 | create a site, you'd first hit Site
Actions, then Create, get taken to another page,
| | 01:34 | then click Sites and Workspaces,
get taken to another page and so on.
| | 01:38 | Now, we have Site Actions > New Site.
| | 01:41 | Now, some options on this menu are new,
however, and we'll talk about those as
| | 01:46 | they become important.
| | 01:48 | Now, beside the Site Actions menu,
there is also a new button called
| | 01:52 | the Navigate Up button.
| | 01:54 | If you ever wanted a quick way to jump
up to a homepage or a parent site in a
| | 01:59 | complex site collection, this button
gives you a way to do that and it's much
| | 02:02 | clearer than the breadcrumbs in SharePoint 2007.
| | 02:06 | There is also the Help button
over on the right-hand side.
| | 02:09 | Some of the built-in help is great,
others not so much, but it's always worth
| | 02:13 | checking out when you hit a bump in the road.
| | 02:16 | But because there are more options
presented to you, it's easy to think of
| | 02:21 | the interface as getting much more complex,
but actually the experience has gotten simpler.
| | 02:26 | We don't have to spend as much time
clicking through four or five pages to find
| | 02:30 | some sub-option of a sub-option,
as we did in SharePoint 2007.
| | 02:34 | An hour getting to know this new
interface and you'll never want to go back.
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| Using the Ribbon in SharePoint 2010| 00:00 | The first thing to get comfortable
with in this new SharePoint 2010 user
| | 00:04 | interface is the Ribbon, and that's
because you really can become much faster in
| | 00:08 | SharePoint, and it's easier to find
what you need once you're familiar with it.
| | 00:13 | SharePoint 2010 reserves this entire
chunk of screen real estate for the Ribbon
| | 00:18 | on just about every page on every site.
| | 00:21 | Initially, it doesn't look all that
exciting, but the idea is that this
| | 00:25 | reserved area brings SharePoint much more in
line with Office 2007 or Office 2010 programs.
| | 00:32 | But if you're in a program like Excel
or PowerPoint or Word, but you have this
| | 00:39 | area called the Ribbon that itself has
a bunch of different tabs that you can
| | 00:43 | select from, that change what the
Ribbon looks like and allow you to perform
| | 00:48 | different operations on say the
document that you're working with.
| | 00:51 | Well, in SharePoint, this area is
the same thing. It's the Ribbon.
| | 00:56 | It can change depending on what you're
looking at, what kind of documents you're
| | 01:00 | working with, and even on the
permissions that you have on the site.
| | 01:04 | If I go into a document library, I'll
see that the available options for my
| | 01:09 | Ribbon include a section now called
Library Tools that wasn't there a second ago,
| | 01:14 | and it has two tabs, one that
says Documents and one that says Library.
| | 01:18 | The idea like any Ribbon in Office
2010 or Office 2007 is that these
| | 01:24 | are context-sensitive.
| | 01:25 | They care about what you're
looking at and what you're trying to do.
| | 01:29 | In fact, on the Documents tab, this
allows me to work with one or more documents
| | 01:34 | at a time, whereas the Library tab
allows me to do things on the entire library
| | 01:38 | itself, like change the library
settings rather than the settings of the
| | 01:42 | document in the library.
| | 01:43 | So, what can I do with it?
| | 01:44 | Well, many of these options are the
same things you'd have on different screens
| | 01:49 | and different menus in SharePoint 2007.
They're just meant to be now right in
| | 01:54 | front of your face and much more accessible.
| | 01:57 | You'll see that a lot of these options
are grayed out. They don't seem to be
| | 02:00 | clickable, and that's because it really cares
about what you have selected in this library.
| | 02:05 | It doesn't make any sense to click
the option that says Edit Document if I
| | 02:10 | actually don't have a document in mind,
and if you mouse over some of these options,
| | 02:14 | you'll see these rather large
pop-ups that will tell you, in this case,
| | 02:18 | this control is currently disabled.
You may not have the right permission or
| | 02:22 | the control might not work in this context.
| | 02:25 | That's because I need to select a
document. And here is one of the differences
| | 02:28 | with SharePoint 2010. You can
actually select one or more documents in this
| | 02:33 | library to perform operations on it.
| | 02:35 | Now I have that option selected, I can say
Edit Document or Check Out or View Properties.
| | 02:41 | In fact, I can select more than one.
| | 02:43 | I can see here that I actually have
three documents currently checked out.
| | 02:48 | I could select them all and do a
mass check-in of those documents.
| | 02:52 | It pops up a screen asking
if I want to do any comments.
| | 02:55 | I don't have to. Click OK.
| | 02:57 | Those three documents
get checked in all at once.
| | 02:59 | Now, in SharePoint 2007, you did have
a drop-down menu option on many of your
| | 03:05 | documents, and you still have
this in the SharePoint 2010 option.
| | 03:09 | In fact, you'll see that some of these
options are actually duplicated between
| | 03:12 | the drop-down menu and the Ribbon, but the
Ribbon is often a much quicker way to get to them.
| | 03:19 | If I were to switch to the Library
tab, then we'll see a whole bunch of
| | 03:22 | different options for actually
working with the library itself.
| | 03:25 | What view are we looking at of the library?
| | 03:28 | Do I want to connect this library to Outlook?
| | 03:30 | Do I want to change the settings
or the permissions of the library?
| | 03:35 | All of these options are
available from the Library tab.
| | 03:38 | If I jump to the Calendar list, I'm going to
see different options up here on my Ribbon.
| | 03:43 | I have an Events option here that
allows me to create a new event or edit an
| | 03:47 | individual event, and I have a
Calendar section that allows me to change the
| | 03:52 | settings, not surprisingly,
of the entire calendar itself.
| | 03:55 | What view are we looking at?
| | 03:57 | Do I want to affect the permissions of
this calendar or export it to Excel or
| | 04:01 | open up with Access?
| | 04:03 | The Ribbon is often sensitive to
what you're actually doing on the
| | 04:06 | individual pages too.
| | 04:08 | If I select one of the options in my
calendar, then the Ribbon knows to actually
| | 04:12 | change to the Event tab of that, or I
can select to edit that event and change
| | 04:17 | the time of it,
to do whatever I want with that.
| | 04:24 | You can even use the Ribbon for
working on editing actual individual pages.
| | 04:29 | If I select the Browse tab, that takes
us back to the fairly regular navigation
| | 04:34 | option where it's showing the
breadcrumb idea that I'm in the Calendar and I'm
| | 04:38 | in the Two Tree Sales Team.
| | 04:40 | Now, if I select this option,
I'm actually on my homepage.
| | 04:44 | So, I get a different set of options,
such as a Page tab here, that allows me to
| | 04:48 | say I can check this out, or I can edit it.
| | 04:51 | If I select to edit, this page will
actually shift into the Edit Page mode where
| | 04:55 | I can directly edit the contents here.
| | 04:58 | I can, for example, just select in
this heading and say Welcome to the Two
| | 05:03 | Tree Sales team site!
| | 05:05 | I can select different parts of the text.
| | 05:08 | Use this site to share
documents. I can choose that.
| | 05:11 | Then I have up on the Ribbon, a bunch
of selections like Styles.I can mouse
| | 05:15 | over and click Highlight.
| | 05:17 | It does a live preview, which means as I
mouse over the different options I can
| | 05:21 | see what this will look like
without actually selecting.
| | 05:25 | I think I'm going to choose
Highlight and select that one.
| | 05:29 | We do have a whole bunch of other
options over here on the Insert tab like
| | 05:33 | adding Web Parts or pictures or tables,
but I'm just going to go back to the
| | 05:38 | Format Text option and say Save & Close.
| | 05:41 | Now, one thing to be aware of when
working with the Ribbon is very few of the
| | 05:46 | options that you'll see on
the Ribbon are actually new.
| | 05:49 | Nearly all of them are there from
SharePoint 2007, but you used to get to them
| | 05:54 | from different menus and drop-down
options and subpages and now they're just a
| | 05:59 | lot more obvious where you get them from.
| | 06:01 | If you were a real power user of
SharePoint 2007 that you used a lot of
| | 06:07 | different options from the drop-
down Site Actions menu or from the
| | 06:11 | drop-down Documents menu, you might be a
little puzzled about where to find the equivalents.
| | 06:15 | There is a way you can get a reference to this.
| | 06:18 | If you open up a browser and go to
the office2010.microsoft.com site, then
| | 06:24 | select the Templates option. If you
search for SharePoint Ribbon reference,
| | 06:31 | there is a SharePoint Server Ribbon reference.
| | 06:38 | It's an Excel workbook.
| | 06:43 | If you download this workbook, it
will give you a mapping guide that has
| | 06:46 | different sheets to it, where you can
select, for example, from the Site Actions
| | 06:50 | menu and it will give you the two
different sections between SharePoint 2007
| | 06:54 | and what the options were and
what they are now in SharePoint 2010.
| | 06:57 | So, if you want to take a look and start
mapping these across, you might find this useful.
| | 07:05 | Like working with the Ribbon in the
Office 2007 or Office 2010 products,
| | 07:11 | the different options are not things that
you should go out and explicitly learn.
| | 07:15 | You'll actually become very familiar with it,
as you start to do tasks within SharePoint.
| | 07:19 | But the Ribbon will allow you a
much faster way of working with these
| | 07:23 | options than we had before.
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| Understanding lists and libraries| 00:00 | The core idea of what it means to
be a SharePoint site has not changed
| | 00:04 | in SharePoint 2010.
| | 00:06 | Your sites are still a collection of
Lists and Libraries where you've described
| | 00:10 | the kind of content that you want to
deal with, whether it's document libraries
| | 00:14 | or calendars or task lists.
| | 00:16 | And SharePoint has generated the
web site around those lists and libraries.
| | 00:21 | On any SharePoint site, I can go to my
Site Actions menu, find my View All Site
| | 00:27 | Content link, and see the lists and
libraries that this site is made of.
| | 00:32 | In this case, I have several
libraries. I have four lists.
| | 00:35 | I have one discussion board.
| | 00:37 | If I want to add another list or
library to this SharePoint site, I can simply
| | 00:41 | go to my Create option, and see
the available lists and libraries.
| | 00:46 | This is almost identical to SharePoint 2007.
| | 00:50 | Yours might look a little different than this.
| | 00:51 | You can see how I've got a message
up here saying Improve the Creation
| | 00:55 | Experience Install Microsoft Silverlight.
| | 00:57 | Well, if you have Microsoft Silverlight
installed already, you might be seeing
| | 01:00 | something different.
| | 01:01 | I'm going to go ahead and install it here.
| | 01:07 | Once Silverlight is installed, I'm
going to go back to my Site Actions menu to
| | 01:12 | View All Site Content, just to follow
the link that we went through again, and
| | 01:16 | click the Create button.
| | 01:18 | I see a very different kind of experience here.
| | 01:20 | Now, I'm seeing the same options.
| | 01:22 | They're being presented to
me in a different fashion.
| | 01:25 | These are still my lists and libraries.
| | 01:28 | The same options I had a minute ago, but
I get more information about each of them.
| | 01:32 | I can select the Announcements list or
Asset Library or the Assets Web Database.
| | 01:37 | So, installing Silverlight just
gives me more of a rich client experience
| | 01:42 | when I'm doing this.
| | 01:44 | You can filter these down to
individual lists grouped into categories like
| | 01:49 | Communication and Content.
| | 01:52 | Even from here, it will allow you to
directly create new pages or even new sites
| | 01:57 | if you have the available permission.
| | 01:59 | If I've decided that what I want to
add is a new list to represent some say
| | 02:04 | favorite links, I can select that
option, give it a name, and directly hit
| | 02:11 | Create where it'll automatically create
it under the current site, or I can hit
| | 02:15 | More Options, things like do I want to
display that on the Quick Launch Bar, Yes or No.
| | 02:23 | It creates the list and dumps me
right into it with automatically the List
| | 02:27 | Settings Ribbon section popped up.
| | 02:31 | I can directly get to that page
again from my Site Actions menu.
| | 02:35 | While the menu itself gives me direct
links to creating a new page or a new
| | 02:40 | document library or even a new site,
you also have the More Options menu, which
| | 02:45 | will take you straight back to that
location that we saw just a moment ago.
| | 02:49 | While a couple of these options are new,
the Asset Library, for example, was
| | 02:52 | not in SharePoint 2007.
| | 02:55 | This is a library that's designed for
large files like audio and video files.
| | 03:01 | You also have a list called the Status
List, which is the equivalent of the KPI
| | 03:06 | list in SharePoint 2007.
| | 03:08 | Now you may have a slightly
different arrangement of available lists and
| | 03:12 | libraries depending on the version of
SharePoint that you have and what your
| | 03:17 | farm administrator may or may not have enabled.
| | 03:20 | But while the user interface may be
very different from SharePoint 2007, the
| | 03:25 | actual lists and libraries that
you can create are almost identical.
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| Using the calendar| 00:00 | The calendar has always been a useful
list in SharePoint and you still will
| | 00:04 | find the calendar on just about
every SharePoint site there is.
| | 00:08 | It might not look all that different,
but in the 2010 version of SharePoint,
| | 00:12 | it's more powerful and it's easier to use.
| | 00:15 | For a start, we have an easy way of
adding new entries to the calendar.
| | 00:19 | I can either mouse over a particular
day where I'll get the Add link, or I can
| | 00:23 | even just double-click a
blank area of the calendar itself.
| | 00:28 | Rather than take me to a different screen,
we get a pop-up window that allows us
| | 00:32 | to add in the entry and give it a time.
| | 00:39 | Same kind of entry options that we'd had
for SharePoint previously. You can make
| | 00:43 | it a repeating event or
an all day event and so on.
| | 00:47 | One new feature of this calendar is if
I've accidentally scheduled that on the
| | 00:51 | wrong day, I can simply drag-
and-drop it to a different day.
| | 00:55 | Selecting one of the days itself will
actually take me to the Day view if that's
| | 01:00 | what I'm looking for.
| | 01:01 | If it's not, I can go to the calendar
section of the Ribbon and quickly change
| | 01:05 | between Day, Week, and
Month views of the calendar.
| | 01:09 | On this part of the Ribbon is something
that is a new feature for this version
| | 01:12 | of SharePoint called Calendars Overlay.
| | 01:15 | The idea behind this is that it was an
often-requested feature that could we get
| | 01:20 | a SharePoint calendar that would
bring together appointments and dates from
| | 01:25 | different areas. And you couldn't
do that before, but now you can.
| | 01:28 | By selecting the Calendars Overlay
option, I get the ability to add additional
| | 01:33 | calendars to be shown on this one.
| | 01:35 | Now the additional calendars will
be shown just in read-only mode, but
| | 01:38 | it's still very useful.
| | 01:40 | I'm going to select the New Calendar option.
| | 01:42 | Using this screen, I can
connect it to a different calendar.
| | 01:45 | That calendar could be in
another SharePoint site.
| | 01:48 | It could be on this SharePoint site
but simply in another list, or it could
| | 01:51 | even be an Exchange calendar as
long it's shared and available.
| | 01:55 | I actually have another calendar
on a sub-site that I'd like to use.
| | 01:59 | My sub-site is a document workspace that
I'm going to use called Annual Report.
| | 02:03 | So, I need to give this calendar a name.
| | 02:05 | I'll call it Annual Report.
| | 02:06 | It doesn't really matter what I put
here, because what it's going to ask is
| | 02:10 | what's the address of the
site that the calendar is in?
| | 02:14 | Right now, it's giving me the URL of my
current site and it's not actually here.
| | 02:17 | It's one level beneath it.
| | 02:18 | So, I'm going to give it the name
of the sub-site and hit the Resolve
| | 02:22 | button, which will then look in that
SharePoint site and say okay, you've got this calendar.
| | 02:28 | Is that the one you want to show?
| | 02:29 | I could potentially have
multiple calendar lists on that.
| | 02:32 | I'm going to say that will do.
| | 02:34 | I can even select a color that my
entries will be shown in, in this case a
| | 02:38 | light yellow, and then click OK.
| | 02:41 | We can add up to ten calendars this way.
| | 02:43 | But once I click OK to go back to our
original one, we see all those different
| | 02:47 | calendars being brought together.
| | 02:50 | The actual editable entries on this
calendar are in green and the read-only
| | 02:55 | ones from a different
SharePoint calendar are in yellow.
| | 02:58 | That means while I could drag-and-drop
the green entries, I couldn't do that
| | 03:03 | with the yellow ones.
| | 03:04 | They wouldn't actually allow me to
move them or to edit them directly.
| | 03:07 | If I do select the entry, then it will
pop up a different window that will take
| | 03:11 | me directly to that other calendar.
But a very useful feature to be able to
| | 03:15 | combine calendars from multiple sources.
| | 03:19 | Another new feature of SharePoint 2010 as
regards calendars is what's called a group calendar.
| | 03:25 | This is still a calendar, but it's
more organized around the idea of viewing
| | 03:28 | either multiple people's schedules, or
perhaps even using resources, things like
| | 03:33 | conference rooms and availability.
| | 03:35 | We get a group calendar on a group
work site, one of the new site templates
| | 03:40 | in SharePoint 2010.
| | 03:41 | But you can actually add a group
calendar to any SharePoint site if you find
| | 03:47 | that the regular calendar
isn't what you're looking for.
| | 03:49 | But the calendar list in SharePoint is a
really good example of a list where the
| | 03:53 | underlying functionality hasn't really
changed all that much, but improvements
| | 03:57 | in the user interface make it much more useful.
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| Improvements to the search function| 00:00 | There have been a lot of improvements
to the search engine in SharePoint Server
| | 00:05 | 2010 and while, of course, many of
those changes are behind the scenes,
| | 00:09 | the experience of using search in a
SharePoint site has also changed. But search is
| | 00:14 | still everywhere in
SharePoint as it's always been.
| | 00:17 | Typically you'll find your search box
on the upper-right section of every page.
| | 00:21 | Although if you have shifted your
page into a different editing Ribbon mode,
| | 00:25 | you may not see the search box, so
make sure you're in Browse mode to look at it.
| | 00:32 | When you search, SharePoint will
still return information from pages, from
| | 00:37 | documents in your sites, and
depending on how your administrators have
| | 00:41 | configured it even from external sites
and from external sources like shared
| | 00:46 | folders and Exchange public folders.
| | 00:49 | One new feature of the search in
SharePoint 2010 is the idea of being able to
| | 00:53 | refine your results.
| | 00:55 | Here, we're actually seeing that
our result type includes web pages,
| | 00:59 | PowerPoint, and Word.
| | 01:00 | I can simply select one of those to filter
down the search results to just Word documents.
| | 01:06 | Go back to any result type and I can
select from particular authors as well.
| | 01:10 | If I have Office Web Apps installed,
I'll also see the option with supported
| | 01:14 | documents to view directly in the
browser from the search results page, which
| | 01:19 | can be a very quick way of finding your content.
| | 01:22 | Not only that, but I also have
this icon on the Search Results page.
| | 01:26 | If I click it, it's actually allowing me
to add a new search connector to Windows.
| | 01:31 | If I know that I'm going to be
searching this location a lot and I don't
| | 01:35 | want to have to open up a browser,
I can actually add it to the search
| | 01:39 | results in Windows itself, so that I
can directly search SharePoint sites
| | 01:45 | from Windows itself.
| | 01:48 | There're also some
changes in how you can search.
| | 01:52 | In SharePoint 2007, we couldn't do
wildcard searches and now we can, using an
| | 01:57 | asterisk at the end of a word to
actually find anything that matches it.
| | 02:02 | As you can see on the right, if certain
words and terms have been added to our
| | 02:07 | profile information, we'll actually see
people matches on these results as well,
| | 02:12 | allowing us to do just a
people search for that word.
| | 02:15 | If the results come back and they
include you, it'll give you a prompt to update
| | 02:18 | your profile and your keywords.
| | 02:20 | In this search, I can also enter in
AND and NOT and Boolean operators to
| | 02:26 | actually exclude some results too.
| | 02:29 | So, as you can see, while searching is
still intuitive, it's become much more
| | 02:34 | powerful in SharePoint 2010.
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2. Documents and CollaborationCo-authoring documents| 00:00 | New in SharePoint 2010 and Office
2010 is a feature called coauthoring.
| | 00:05 | If you're working on a document that
requires contributions from different
| | 00:08 | people, instead of taking turns
saving different versions of documents or
| | 00:13 | perhaps merging multiple documents
together, you can have two, three, or more
| | 00:17 | people edit a document at the same time.
| | 00:21 | There's really nothing special that
you need to do in order to do this.
| | 00:25 | If I open up this document in
Microsoft Word 2010, and perhaps I'm on a
| | 00:31 | conference call and a colleague of
mine also opens it, within a few seconds
| | 00:36 | I'll see a notification that my
colleague is also editing this document at the
| | 00:40 | same time that I am.
| | 00:41 | And I can select the People icon in the
Status Bar to see who is working on this document.
| | 00:49 | If my colleague actually makes some
changes to the document, within a few
| | 00:52 | seconds I'm going to see a
notification that that's actually occurred.
| | 00:56 | Now, while she is doing it, the
message that I'll get is that to avoid
| | 01:00 | conflicts I can edit this area until
she has finished editing this particular
| | 01:05 | area and saving her changes
or uploading to the server.
| | 01:08 | Once she actually saves her changes,
I'll see a slightly different notification
| | 01:13 | that says, okay, I can now get
those changes if you want them.
| | 01:16 | Updates are available.
| | 01:17 | Save your document to refresh the area.
| | 01:19 | So I hit Save or Ctrl+S and
I'll immediately see her changes.
| | 01:24 | She still has the document open
and is still actually editing it.
| | 01:27 | I can also make my own changes at the
same time and just continue to save as
| | 01:38 | I'm doing this, and she will be
notified that I'm doing the changes.
| | 01:42 | You pretty much continue using
Word the same way you always would.
| | 01:46 | If you find this feature an
inconvenience and you want to stop it, you can
| | 01:49 | require that documents in your document
library be checked out before they can be edited.
| | 01:55 | That's just a setting on the document
library, the same way it was in SharePoint 2007.
| | 02:01 | In your Library settings on that
document library, the Versioning settings
| | 02:05 | section has an option at the bottom
saying that you require documents to be
| | 02:09 | checked out before they can be edited
and that would effectively enforce the
| | 02:13 | idea that only one person can be
editing this document at a time.
| | 02:17 | While coauthoring isn't something
you use all the time, it's very useful
| | 02:21 | when you need it.
| | Collapse this transcript |
| Understanding social computing in SharePoint 2010| 00:00 | If your administrator hasn't turned
them off, you'll have access to what are
| | 00:04 | sometimes called the social
computing features of SharePoint 2010.
| | 00:08 | These take the usual parts of sites
like Twitter, LinkedIn and Facebook and
| | 00:12 | integrate them into your SharePoint file.
| | 00:14 | A lot of these features are initially
driven from the top-right section of any
| | 00:19 | SharePoint site that you're on,
where you see your name or your user ID.
| | 00:23 | If I click it, I'll get a few options
here for My Site and My Profile and My
| | 00:27 | Settings, and what you'll actually
find as you start to explore these is
| | 00:31 | there are a dozen ways to get to the same place,
but there's really three main sections to this.
| | 00:36 | There's something called your profile,
| | 00:38 | information about you that you want to
make available across SharePoint sites so
| | 00:43 | that other people can find you.
| | 00:44 | There's a section called your newsfeed,
also sometimes known as the activity feed.
| | 00:49 | This will show you what your
colleagues are doing in SharePoint.
| | 00:53 | And then optionally, there's your content.
| | 00:55 | If you click the My Content link,
you'll actually be taken to a personal site.
| | 01:00 | this is the closest thing to
the My Site in SharePoint 2007.
| | 01:05 | And the My Content link is the only
one where the first time you click it
| | 01:10 | SharePoint will actually
create a new site just for you.
| | 01:14 | And most of the links that you will
click when working with the social computing
| | 01:17 | features are really just taking you to
some part of your profile screen, your
| | 01:21 | content, or your newsfeed.
| | 01:23 | In fact, even the link My Site
just takes you to your newsfeed.
| | 01:29 | As I mentioned, the newsfeed is
sometimes called the activity feed.
| | 01:32 | Now, I actually find that a better name
for it, because most of the time what's
| | 01:35 | showing up here is automatic.
| | 01:38 | It's not about you choosing to
subscribe to multiple RSS feeds.
| | 01:42 | What it's going to do is read your
colleagues from the user information that
| | 01:46 | SharePoint knows about and actually
tell you what your colleagues are doing
| | 01:49 | inside SharePoint, what they're
tagging, what events are going on.
| | 01:53 | In fact, you can choose what shows up
in your newsfeed or activity feed by
| | 01:58 | selecting your Newsfeed Settings.
| | 02:00 | This link is actually allowing me to
edit My Profile, where I'm selecting from a
| | 02:05 | bunch of checkboxes here about
the activities I'm following.
| | 02:08 | I'm interested in status messages and
blog posts and whether my colleagues have
| | 02:13 | changed their job title or their manager.
| | 02:16 | And it's the settings here that will
actually control what I see show up in my newsfeed.
| | 02:20 | So the newsfeed is actually driven
from your profile screen, and this is the
| | 02:26 | thing that you're likely to edit more,
because this will show up to people who
| | 02:30 | are searching for you or possibly
searching for some keywords in that.
| | 02:34 | Now, I have obviously uploaded a picture.
I have changed some information here.
| | 02:38 | If it was blank, I do have the option
here to Edit My Profile, where it will
| | 02:43 | draw quite a lot of this information
from your user directory, say Active
| | 02:47 | Directory if you have it, but
you can add some information.
| | 02:50 | The About Me information.
| | 02:51 | You can choose a picture.
| | 02:53 | You can enter in some of your specialty
areas, and here I'm saying that people
| | 02:57 | can ask me about SharePoint
and iPhone and programming.
| | 03:00 | There's a bunch of optional
information that you can do here about Time Zones
| | 03:04 | and Assistants and Past Projects.
| | 03:06 | All of this information becomes
searchable and all of this becomes more useful
| | 03:11 | the more people add this into SharePoint.
| | 03:14 | Towards the bottom of this Edit Profile
page is the same thing that we just saw
| | 03:18 | about the activities I'm following.
This is what's directing your newsfeed.
| | 03:23 | You also have a status message up here
that you can just select and click on to edit.
| | 03:29 | And when other people are looking at
their newsfeed, this would count as
| | 03:33 | activity that they would see showing up.
| | 03:36 | On the Profile page, you'll also
see sections like Organization.
| | 03:40 | If you have Silverlight installed,
you'll have this kind of rich media pop-up
| | 03:45 | that will actually start showing you
the colleagues that it's reading from
| | 03:48 | the user profile store.
| | 03:50 | I can go over to Content.
| | 03:52 | I don't really have a lot of content to
show here. I haven't actually created a
| | 03:55 | blog, so there's no recent blog posts.
| | 03:58 | We do have things like the Colleagues
and the Memberships section, which again
| | 04:01 | will read this information from Active
Directory, as best as it can, though you
| | 04:06 | may need to manually add colleagues if
you believe that your network is a bit
| | 04:10 | bigger than is actually being shown here.
| | 04:12 | And then there's the
interesting section called Tags And Notes.
| | 04:16 | You don't typically change anything here.
What you're actually reading is being
| | 04:20 | driven from activities you've
done elsewhere in SharePoint.
| | 04:23 | Say I'm looking at a different SharePoint
site and I decide this one is actually useful.
| | 04:29 | Over here on the right, underneath my
name, I have a couple of options here.
| | 04:32 | I can click the I Like It tag and if I
do that, I get a little message pop-up
| | 04:38 | that I've tagged this page with I Like It.
| | 04:40 | What does that actually mean?
| | 04:41 | The idea is that any page in
SharePoint, and if we choose to, even external sites,
| | 04:46 | we can tag with some information,
with some keywords or key phrases.
| | 04:52 | And the fact that I've clicked the I
Like It button now shows up this icon in
| | 04:57 | hot pink, a Tags And Notes icon, that
if I click it will say that here you've
| | 05:01 | got the tags I Like It on there now.
| | 05:04 | I Like It might be a good enough tag,
if I think that will work, but
| | 05:08 | I could also add my own.
| | 05:10 | If this page was to do with the annual
report project that I'm working on,
| | 05:14 | I might put in a phrase like Annual Report.
| | 05:17 | You can do multiple tags
separated by semicolons.
| | 05:21 | Now, if there are certain words that
are already being used, like I type in
| | 05:26 | Sha, it's actually detecting that other
sites and other pages have been tagged
| | 05:31 | with the word SharePoint and even SharePoint
2003 as a phrase and SharePoint 2007 as a phrase.
| | 05:36 | And I could select from any of those,
or I could type something else entirely.
| | 05:41 | And then I'm going to click Save.
| | 05:43 | Bear in mind that by default if you tag
pages in SharePoint, those tags kind of
| | 05:48 | become part of the social
structure of your SharePoint sites.
| | 05:52 | So you can choose to make
things private if you want to.
| | 05:56 | If tagging is not enough, you also have
what's called the Note Board, which is
| | 06:01 | in the same section here, where you
can actually add your own notes to this.
| | 06:04 | If you want to add a description
or a question, you can do that.
| | 06:08 | And as you start going through
SharePoint and tagging different sites and using
| | 06:12 | phrases and keywords, what will happen
is back on your profile, this will start
| | 06:18 | adding to your tags And motes section.
| | 06:20 | It will show you your activity and it
will start building what's called a tag
| | 06:23 | cloud over here, where the tags that
you've used will actually show up in
| | 06:27 | different sizes depending on how many
times you've used them and will allow you
| | 06:30 | to drop down into the SharePoint tag
and see how many times you've actually
| | 06:35 | tagged content with the word
SharePoint or the word annual report and so on.
| | 06:39 | So the Tags And Notes section of your
profile is really driven by whatever you
| | 06:44 | do on other pages in your SharePoint site.
| | 06:48 | Going back to the Tags And Notes
section of my profile, I don't yet see
| | 06:51 | anything in my tag cloud for annual
report, because I had just used that phrase
| | 06:56 | for the first time.
| | 06:57 | But if I refresh this page, I actually
see it showing up here now in the tag cloud.
| | 07:02 | It's pretty small,
because I've only used it once.
| | 07:05 | When you start building out the
information in your profile, things like your
| | 07:09 | skills, the past projects that you've
worked on, this all becomes searchable
| | 07:13 | so that you can, from within the section,
click in the Find People search box.
| | 07:19 | And perhaps I'm looking for someone
who has project management experience, or
| | 07:24 | at least someone who says they have had project
management experience, and I find two results.
| | 07:29 | One of them is me, because I had put
down a skill as project management, but I
| | 07:33 | also have Gini Paxon who shows up,
that even has an Ask Me About Project
| | 07:37 | Management, which is good.
| | 07:38 | I can click on her name and see her profile.
| | 07:42 | Obviously here I don't
get the ability to edit it.
| | 07:44 | And now the way I've got this set up,
apparently she is a colleague of mine,
| | 07:48 | because I can see that we
both share the same manager.
| | 07:51 | But if she wasn't, I could also use
this page to ask her some questions.
| | 07:58 | Because she has said Ask Me About
Project Management, I can select that link
| | 08:02 | and type in a question that I would
have here. And that would be considered
| | 08:10 | activity for her as well.
| | 08:13 | So your profile page is really
the page that is driving everything.
| | 08:17 | It drives the activity
that shows for other people.
| | 08:20 | It drives what's going to be
shown up in your own newsfeed.
| | 08:24 | The final piece is the My Content link.
| | 08:27 | Again, this is the closest thing
to the SharePoint 2007 My Site.
| | 08:31 | This is the only thing that's actually a
real unique site, just for each individual.
| | 08:37 | I haven't done much with My Content here,
but I could put some shared documents
| | 08:42 | or personal documents up here.
| | 08:44 | Whatever I put in Shared Documents
would then be also considered as activity.
| | 08:48 | I am deciding to share it.
Other people can see it.
| | 08:52 | I could upload things into Personal
Documents, although do be aware that this is
| | 08:56 | not completely personal.
| | 08:58 | This would still be visible to the
administrators on this server, so keep that in mind.
| | 09:03 | If you made use of the My Site feature
of SharePoint 2007 to store documents,
| | 09:09 | you'll probably find that
this is the closest equivalent.
| | Collapse this transcript |
| Integrating Office Web Apps| 00:00 | One very common add-on that your system
administrator may well have installed is
| | 00:05 | something called the Office Web Apps.
| | 00:08 | These are web-based versions of
four of the Microsoft Office programs.
| | 00:13 | Word, Excel, PowerPoint, and OneNote.
| | 00:17 | If Office Web Apps is installed,
then you can go into a Document Library
| | 00:21 | and quickly browse and even edit documents
without opening the actual Office program.
| | 00:26 | I can take a simple Word document like
this, just select it, and it's actually
| | 00:30 | opening directly up in the browser.
| | 00:32 | I can see this headline here saying
Microsoft Word Web App in the center.
| | 00:37 | This would allow me to take a look at
this document and even click the buttons
| | 00:40 | saying Edit in Browser.
| | 00:42 | Directly opening this up in the Microsoft
Word Web App, where it is editable content.
| | 00:50 | When you're editing in the web
application version of the Office programs,
| | 00:54 | you'll notice that you don't have the
fully featured Ribbon that you might have
| | 00:58 | in the application itself.
| | 01:00 | You should regard the Web Apps as
being a light version of the full
| | 01:04 | Office applications.
| | 01:05 | So if you do need to do simple
editing, they're great. They're very quick
| | 01:09 | to use, very simple.
| | 01:10 | But if you want to do something more
dramatic, you might select the button that
| | 01:14 | allows you to open the document
directly in Word or PowerPoint or OneNote or
| | 01:19 | Excel and do some more
significant editing there.
| | 01:22 | But for a simple change, it's just fine.
| | 01:24 | I'm going to save this.
| | 01:26 | Go back to my Document Library.
| | 01:29 | We can see this also works with Excel.
| | 01:35 | Back to the Document Library.
| | 01:38 | That it works with OneNote.
| | 01:43 | OneNote files are always editable in
the browser without selecting the New button,
| | 01:48 | as the idea of OneNote
is that it's always in Edit mode.
| | 01:54 | Even this will work on PowerPoint as well.
| | 01:56 | If you open up a PowerPoint deck, you can
start the slideshow directly from the browser.
| | 02:03 | It's a very quick way to run a slide deck.
| | 02:05 | Of course if you want to do significant
editing, you can open that directly up
| | 02:15 | in the PowerPoint application itself.
| | 02:17 | Now the way I have the Office Web
Apps installed, the default behavior is to
| | 02:23 | open directly in the web browser
application if it's available, rather than
| | 02:28 | opening up in the client application.
| | 02:30 | If you do want to directly open up any
of these files in the client application,
| | 02:34 | you could select from the drop-down menu,
which gives you the options to Edit in Browser,
| | 02:39 | or Edit in PowerPoint,
or Word, or Excel, or OneNote.
| | 02:42 | If you did want to change that behavior
for the document library, it is actually
| | 02:46 | a document library setting.
| | 02:48 | In your Advanced Settings of the
document library, there is an option for how
| | 02:53 | browser-enabled documents should work.
| | 02:55 | Should they open in the client
application, open in the browser, or use the
| | 02:59 | server default, which is opening
in the browser is the way I have it
| | 03:02 | configured right now.
| | 03:04 | If you've used web-based document
applications like Google Docs or Zoho, you'll
| | 03:09 | already know that these are very,
very useful applications to have.
| | 03:13 | Allowing you to browse and edit your
documents on a laptop without Office
| | 03:18 | installed, or on a different
operating system, or even on a mobile device.
| | 03:22 | While Office Web Apps isn't officially
part of SharePoint, it is a very common
| | 03:26 | add-on to this server platform.
| | Collapse this transcript |
| Introduction to Document Sets| 00:00 | In SharePoint 2007, you could create
content types to better define the type of
| | 00:05 | content coming through your SharePoint sites.
| | 00:07 | You didn't have generic documents.
You had resumes, or contracts, or specifications.
| | 00:13 | Sure, they're still documents,
but they're wrapped up with formal
| | 00:16 | metadata, extra information about
their status, or the date received,
| | 00:20 | or the handling instructions.
| | 00:22 | And while content types are still very
important to SharePoint 2010, they go
| | 00:25 | even deeper with document sets.
| | 00:27 | Here is the idea of a document set.
| | 00:30 | That often you create or work with
multiple documents at the same time and this
| | 00:34 | is a repeated event.
| | 00:36 | If you're developing software products,
you might have functional specs in Word,
| | 00:40 | project plans in Excel, user
interface mockups in Photoshop files.
| | 00:45 | If you're creating multiple
business plans, you might always have a
| | 00:48 | presentation in PowerPoint, first-year
projections in Excel, a nondisclosure agreement in Word.
| | 00:54 | If your business opens new locations,
you could have multiple documents with
| | 00:58 | market projections, competition
analysis, maps, design documents,
| | 01:03 | blueprints, and contracts.
| | 01:05 | With a document set in
SharePoint 2010, you can formalize things.
| | 01:09 | You can create a business plan document
set with all the documents contained in it,
| | 01:14 | or a software product document
set, or a new location document set.
| | 01:18 | You can even have default templates for
all of the individual documents, so when
| | 01:22 | you make a new one,
everything is automatically there.
| | 01:24 | Now, sure, you could keep track of
these informally in your own head the way
| | 01:29 | you've always done, but SharePoint
has always been about formalizing where
| | 01:32 | possible, so you don't have to
think about it any more than necessary.
| | 01:36 | So how do you make one of these?
| | 01:39 | Well, one, you have to turn it on.
| | 01:41 | Document sets are actually a feature in
SharePoint that needs to be activated.
| | 01:45 | Step two, you define your
document set, and they are content types.
| | 01:50 | So they're defined in your Content Type Gallery.
| | 01:52 | You need two things.
| | 01:54 | What documents are allowed or
required in the document set, and what
| | 01:58 | metadata, what extra information needs to be
stored with each occurrence of the document set.
| | 02:03 | Once it's defined, you can attach this
document set to a library and then use it.
| | 02:07 | You can then create a document set.
| | 02:09 | In a moment, we'll see exactly how.
| | Collapse this transcript |
| Creating a new Document Set| 00:00 | I am going to create a new
document set in this site collection.
| | 00:05 | All I have right now is a blank site
called Business Development, with one
| | 00:09 | document library in it
called Investment Opportunities.
| | 00:12 | I'd like to be able to upload business
plans as document sets into this library.
| | 00:17 | Now, the first thing that I have to
do is just turn on the ability to use
| | 00:21 | document sets at all.
| | 00:23 | It is a feature, which means I need to
go to my Site Settings page, and it's a
| | 00:27 | site collection feature, not just a Site
feature, but a site collection feature.
| | 00:32 | So you have to be a Site
Collection Administrator to turn this on.
| | 00:36 | You may have to talk to someone if
you are not a Site Collection Admin.
| | 00:40 | The Document Sets feature is here.
| | 00:43 | I am going to click Activate.
| | 00:45 | That's step one taken care of.
| | 00:47 | I can now go back to my homepage.
| | 00:50 | It doesn't make any visible difference
yet, because I haven't actually defined
| | 00:53 | the document set at all.
| | 00:54 | That's going to be step two.
| | 00:55 | I'm going to go back to my Site Settings
page, because what I'm interested right
| | 00:59 | now is my Site Content Types Gallery.
| | 01:02 | A document set is a content type, and
that's where we actually create one.
| | 01:08 | Going into my Site Content Types
Gallery, and I'm going to click Create.
| | 01:12 | Make a new content type.
| | 01:15 | I'll call it the Business Plan Document Set.
| | 01:19 | If you are creating a document set,
you want to be very careful what content
| | 01:24 | type you are inheriting from.
| | 01:25 | So I'm selecting that my parent content
type is the Document Set content type,
| | 01:31 | and the parent content type is Document Set.
| | 01:34 | All content types really do get
inherited from something, which is a good thing.
| | 01:39 | You don't want to have to reinvent
the wheel completely from scratch.
| | 01:43 | I'm going to click OK just to put that into
its own group called Custom Content Types.
| | 01:48 | That's just naming it, so I can find it later.
| | 01:50 | So I now have the Business
Plan Document Set defined.
| | 01:53 | I need to tell it two things.
| | 01:54 | what are the documents that I want and
what columns, what's the metadata that I
| | 01:59 | want to attach to this document set.
| | 02:00 | Well, all document sets will start off
with a title, a name, and a description,
| | 02:05 | but I might want to add some more information.
| | 02:07 | So I'm going to say Add from a new site column.
| | 02:10 | That I would also like to
have a Business Plan Status.
| | 02:15 | And that in my particular
organization that's a formalized choice, which
| | 02:20 | will be a series of statuses that could be
Received, In Progress, Approved, or Rejected.
| | 02:32 | This of course is completely up to me
and it's up to my organization in how we
| | 02:37 | actually perform our business.
| | 02:40 | The columns that you add, whether
they're required or not, and what the data in
| | 02:44 | them is of course completely
up to you and your organization.
| | 02:48 | You can add 20 columns if you see fit or just 2.
| | 02:51 | I might add things like a date received
and a point of contact if I wanted to.
| | 02:56 | But let's say I'm going to leave it at that.
| | 02:59 | The next thing that I need to do is for
this content type, I need to select the
| | 03:03 | option that says Document Set Settings.
| | 03:05 | Once I'm editing the Document Set
Settings, I can actually say what kind of
| | 03:10 | things are allowed in this document set.
| | 03:13 | If you're intending regular attachments,
Excel, Word, PowerPoint, OneNote, that
| | 03:18 | kind of thing, you can just leave the
default, which is that documents are
| | 03:22 | allowed in the document set, but
you might get a bit more specific.
| | 03:25 | One thing that's very common with
document sets is you can have default content.
| | 03:30 | So if you wanted to have some templates
that were always created when you made a
| | 03:34 | new copy of this document set,
here is where you specify them.
| | 03:38 | I'm going to browse out to a local
folder where I have some example documents, a
| | 03:43 | Business Plan Description.
| | 03:44 | I'm going to add another one for an
Excel spreadsheet for a 1st Year Projection,
| | 03:49 | and add another one for a PowerPoint
presentation about this Business Plan.
| | 03:55 | Of course this is completely up to you.
| | 03:57 | This would just be an example.
| | 03:58 | A little bit below you have
something called the Welcome Page Column.
| | 04:03 | You'll see the Welcome Page in a minute.
| | 04:04 | When you make a new document set,
you can actually decide which pieces of
| | 04:09 | metadata you want to see on that page
before you actually drill down into the
| | 04:13 | individual documents.
| | 04:14 | So I'll say that I want to
look at Business Plan Status.
| | 04:17 | I'm not going to customize the Welcome Page.
| | 04:19 | I'm just going to click OK.
| | 04:22 | That's now step two is defined.
| | 04:24 | We've actually defined
what our document set means.
| | 04:27 | Step three is that we have to go to the
library that we want to use it on, and
| | 04:31 | go to our Library Settings.
| | 04:33 | So I'm going to click my Library pane
on the Ribbon. Go to Library Settings.
| | 04:37 | I have to do this in two stages.
| | 04:39 | This is the same as SharePoint 2007.
| | 04:41 | First, going to the Advanced Settings
and saying yes, I want to manage content
| | 04:46 | types, because a document set is a content type.
| | 04:50 | Then the second stage is if I'm
managing content types, which ones do I use?
| | 04:55 | So after turning that option on,
I have a section in my settings of this
| | 04:59 | library, say I'm using the Document
content type, I'm going to Add from existing
| | 05:04 | site content types, find my Business
Plan Document Set, and add it. Click OK.
| | 05:11 | If I wanted to, I could also remove
the default document from this library.
| | 05:17 | That's completely optional.
| | 05:18 | Let's say I'm not going to do that right now.
| | 05:21 | Now, I can go back to my library
itself. There is nothing in here yet.
| | 05:24 | If I was to create a new document in here,
I'd go to my Documents section of the Ribbon.
| | 05:31 | I have a New Document button here.
| | 05:33 | But if I click the arrow,
I have the two choices here.
| | 05:35 | Do I want to create a new
document or a Business Plan Document Set?
| | 05:40 | I'm going to choose the
Business Plan Document Set.
| | 05:42 | It's going to ask me to give it a name.
| | 05:45 | I'm going to call it the
Three Trees Acquisition.
| | 05:52 | I could enter a description here,
if I thought that was meaningful.
| | 05:55 | I'm going to select from the choices
that I had defined, which is just to say
| | 06:00 | I'll say this Business Plan was Received.
| | 06:02 | When I click OK, the document set is created.
| | 06:06 | This is what they mean by the Welcome Page.
| | 06:08 | We're actually looking at the document set.
| | 06:10 | It's got the title of Three Trees Acquisition.
| | 06:12 | Our Business Plan Status is Received.
| | 06:16 | I have the individual templates inside here.
| | 06:18 | These were the default content documents
that I had named in the document set itself.
| | 06:24 | Any of these can be either viewed.
| | 06:27 | In this case I'm using the Microsoft Word Web
Application, or I could edit it in the browser.
| | 06:41 | Save my changes and close this.
| | 06:45 | This is all considered
packaged up into the document set.
| | 06:47 | If I actually go back to the library
itself, I see this document set as one
| | 06:52 | entry that I can drill down inside.
| | 06:57 | So it's keeping all my documents
contained inside this one document set.
| | 07:01 | Of course the point of defining the
document set is that you're going to create
| | 07:07 | multiple copies of it.
| | 07:08 | So I can now just go back to my
Document section on the Ribbon, create another
| | 07:13 | Business Plan Document Set.
| | 07:15 | Say this one was for the
Auberge Restaurant. Click OK.
| | 07:22 | Create more copies of the
Projection documents, the Description, the
| | 07:26 | Presentation, and all of these are
contained inside the one library.
| | 07:31 | Document sets are a great way to create
and manage multiple documents at once.
| | 07:36 | And because they are content types, you
can also base workflow on this document set,
| | 07:41 | or base information management policy.
| | 07:44 | things like auditing and expiration
can also be based from this document set.
| | Collapse this transcript |
|
|
3. Customizing PagesEditing pages| 00:00 | If you have a collaboration site like
team site or a document workspace, most
| | 00:05 | of the pages on the site are still generated
around the list and libraries that you have.
| | 00:10 | But you can still change your
homepage and then editing a page has been
| | 00:14 | significantly improved in
this version of SharePoint.
| | 00:17 | If you had the right/permissions, you
can either click the Edit Page symbol that
| | 00:22 | appears on the Ribbon here or you can
select from Site Actions > Edit Page.
| | 00:26 | You then have the Editing Tools
section of the Ribbon appear and you have
| | 00:30 | in-place editing directly using the web browser.
| | 00:33 | Without worrying about
dragging and dropping Web Parts and having
| | 00:37 | pop-up content windows you can directly
type in the contents of the page and add
| | 00:41 | new content wherever you'd like.
| | 00:45 | Selecting any piece of content, you
then have a variety of Styles that you can
| | 00:49 | select from, whether they're
highlighted or even markup styles like selecting
| | 00:53 | different kinds of headers and colored headers.
| | 00:59 | The usual suspects for formatting are also here.
| | 01:01 | You can select from some web
friendly fonts and font sizes.
| | 01:05 | You've got alignment and
bullet points, that kind of thing.
| | 01:09 | There is a section here that says Text Layout.
| | 01:12 | Now, this is somewhat misleading.
| | 01:13 | It's really the layout of the page.
| | 01:16 | Page Layout is a term that was claimed
by other parts of SharePoint long ago.
| | 01:21 | By choosing that option you're not
injecting new pieces on the page;
| | 01:25 | you're actually changing the existing
page to say two columns with a header or
| | 01:29 | to two columns with the header and
footer or to three columns with a header.
| | 01:35 | I'll click back to the original one,
which was one column with the sidebar.
| | 01:39 | Of course, it wouldn't be SharePoint
without us being able to insert a new Web
| | 01:44 | Parts, and we do have that on the
Insert section of our Ribbon along with some
| | 01:49 | other useful things like having a link
insert, a picture insert, which becomes a
| | 01:53 | much more useful than it used to be.
| | 01:56 | Because it is smart enough to allow us
to first navigate to an image that's on
| | 02:00 | our local computer and it'll actually
upload it to a library on this SharePoint
| | 02:05 | site before adding a link to it.
| | 02:08 | You can also add in
tables from the top left here.
| | 02:13 | If you've added tables from other
Office applications, it will look
| | 02:16 | quite familiar to you.
| | 02:17 | You just select the amount of rows
and columns that you want to add.
| | 02:21 | Let's do a 5x2 table.
| | 02:24 | And we incidentally have five columns
and two rows, and up in our Ribbon we
| | 02:27 | have yet more options for changing the table
itself or merging cells or splitting cells.
| | 02:33 | If that wasn't what I wanted to do, I
do have some basic undo capabilities.
| | 02:38 | If I hit Ctrl+Z, I can actually go back as if
I'd never added that table in the first place.
| | 02:43 | But this is a SharePoint page.
| | 02:45 | So almost certainly we're going to
want to add a Web Part at one point.
| | 02:49 | On the Insert section of our Ribbon we
have a Web Parts group with three options.
| | 02:54 | They're really not so different from each other.
| | 02:56 | They're just more convenient
ways of getting to the same place.
| | 02:59 | The first one, Web Part, we'll see in
a moment, but you do have quick options
| | 03:03 | for adding an existing list Web Part.
| | 03:05 | So a Web Part representing an existing
list such as the Announcements list or
| | 03:10 | Assets list or Calendar.
| | 03:12 | I am just going to cancel that.
| | 03:14 | You do have the ability to directly
from the Ribbon create a new list and add
| | 03:20 | the Web Part representing that
list to your homepage, which is a very
| | 03:23 | convenient way of doing it.
| | 03:24 | So if I wanted to have a Useful Links
list, I'm both creating this list and
| | 03:32 | adding a Web Part representing that to the page.
| | 03:34 | And I'm still in Edit mode.
| | 03:37 | But if the Web Part that you want to
add is a bit more complex than that, you
| | 03:40 | can just select the Web Part option.
| | 03:43 | This is a much improved way of
adding Web Parts to your pages.
| | 03:46 | It does break them down into Categories.
| | 03:48 | Yours is likely to look different based on
your SharePoint configuration of your farm.
| | 03:54 | But you have the usual suspects,
you have sections for Search, you have
| | 03:57 | sections for your existing lists and
libraries, you have sections for this new
| | 04:01 | Social Collaboration Web Parts like the Tag
Cloud based on how you're tagging your content.
| | 04:06 | If you have the enterprise version
of SharePoint Server, you may have the
| | 04:11 | Business Data section allowing you to
connect to external data that has been
| | 04:15 | defined in BCS or
Business Connectivity Services.
| | 04:18 | I am going to cancel out of that.
| | 04:21 | Any Web Part that you have added can
be configured by selecting the Edit Web
| | 04:27 | Part option from the drop-down menu.
| | 04:29 | This is very familiar to
the SharePoint 2007 days.
| | 04:32 | There's just a variety of different
options available from this right-hand
| | 04:37 | side of the screen.
| | 04:41 | You can also get to some of your
options from the Web Part Tools section of the
| | 04:45 | Ribbon as well, such as Web Part
Properties, whether you want to minimize it
| | 04:49 | down to adjust the top bar or
even delete the entire Web Part.
| | 04:56 | Once you're done with your editing,
you'll notice that the Edit Page icon has
| | 05:00 | actually changed to a Save & Close icon.
| | 05:03 | Though you can also get to that
from the Page section of the Ribbon.
| | 05:07 | Here I have options for Save & Close,
Save and Keep Editing, or Stop Editing.
| | 05:12 | I'm going to select Save & Close and
our changes that we've made to this page
| | 05:17 | are immediately public, because we are
just working on a normal collaboration
| | 05:22 | site, in this case a team site.
| | 05:24 | If we have a website with the
Publishing feature enabled there are even more
| | 05:28 | options to it, but basic page editing in
SharePoint 2010 is significantly easier
| | 05:34 | and more powerful than it
was in the previous version.
| | Collapse this transcript |
| Editing pages on publishing sites| 00:00 | In SharePoint 2007, the experience of
editing pages on publishing sites was very
| | 00:06 | different from editing pages on
team sites or document workspaces.
| | 00:10 | In SharePoint 2010, they've been
brought much more inline with each other.
| | 00:14 | If I'm on a publishing site and I'm
looking at a fairly conventional Publishing
| | 00:19 | Portal here, which is pretty much as it
looks out of the box in SharePoint, I can
| | 00:24 | shift this into Edit Page mode.
| | 00:26 | I don't have an Edit Page icon like
I would do on a team site or document
| | 00:31 | workspace, but I can still get it from my
Site Actions menu and just select Edit Page.
| | 00:37 | And this does shift into an Edit mode,
but I don't see all my options on the
| | 00:41 | Ribbon for Text Alignment and Text Styles.
| | 00:45 | That's simply because when you're
working with publishing pages, they all have
| | 00:48 | to comply with a fairly formalized page layout.
| | 00:52 | One of the settings you have on each
publishing page is a Page Layout drop-down
| | 00:57 | that says, okay, what kind of
formatting does this page has to comply to?
| | 01:03 | Is it an article with an image on the left?
| | 01:05 | An article with an image on
the right? Just body only?
| | 01:08 | These are all very similar to the
way they were in SharePoint 2007.
| | 01:12 | We just have a different way
of getting to these options.
| | 01:15 | But rather than edit this page, which is
a little bit dull in conventional,
| | 01:19 | I'm going to Discard the Checkout of this
page, because it would automatically
| | 01:23 | checked out when I started editing it.
| | 01:26 | Yes, I'm sure, and I'm going to make a new page.
| | 01:28 | From my Site Actions menu with
Publishing Site enabled, I have a New Page option.
| | 01:33 | It's going to ask me to give it a name.
| | 01:36 | Let's just call it Demo.
| | 01:38 | Now what's happened is it selected
the default page layout of just generic
| | 01:44 | content, a body only.
| | 01:47 | If I wanted to select a more
specific page layout, I could go to the Page
| | 01:50 | section of my Ribbon and select a page
layout here, but I can see that the one
| | 01:55 | that's highlighted is the
one I'm currently using.
| | 01:58 | The idea of course with page layouts
is that your designers will define page
| | 02:02 | layouts based on the kind of
content that you're using on your site.
| | 02:07 | Going back to my Editing Tools option,
I have very similar options here for
| | 02:13 | editing text and if I want to insert
some generic content here, it might look
| | 02:20 | similar to the editing toolbar we've
seen before, but it's not identical.
| | 02:24 | One of the options I have here is a
spellchecker, which if I click it, it finds
| | 02:28 | two spelling errors. No big surprise here.
| | 02:31 | They are underlined.
| | 02:32 | I can right-click and select the
suggested options for both of these.
| | 02:37 | Spellchecker isn't available when
you're editing pages on say a team site
| | 02:41 | or document workspace.
| | 02:42 | However, one of the things that I'm
missing is an option to select the text
| | 02:47 | lLayout, as in the number
of columns that I'm using.
| | 02:50 | Again, this is because we're on a
publishing site and that's controlled by the
| | 02:53 | Page Layout options.
| | 02:55 | If I select the Insert part of my
Ribbon, I do have a few more options here
| | 03:00 | such as being able to insert video and audio,
and I still have the ability to insert Web Parts.
| | 03:06 | There's no surprise there.
| | 03:08 | There's also an option to insert
what's called Reusable Content.
| | 03:11 | Now Reusable Content is really
just another list on this web site.
| | 03:16 | If I select from this drop-down options, we
have Copyright, Byline, Quote and More Choices.
| | 03:21 | It's not necessarily
obvious what this is pointing to.
| | 03:24 | If I select the More Choices option,
it will show me that I have a Byline,
| | 03:28 | the Copyright and Quote that are just these
placeholder pieces of content and it's
| | 03:34 | really because this is
just being drawn from a list.
| | 03:36 | I can actually open the list
itself and take a look at it.
| | 03:40 | It's just a SharePoint list
like any other SharePoint list.
| | 03:43 | But if you need to have a reusable
dynamic pieces of text that say change quite
| | 03:48 | often, what you can do is insert them
here into the Reusable Content list and
| | 03:54 | then just put placeholders in all your
pages that use them rather than having to
| | 03:58 | update your pages again and again.
| | 04:01 | Now, once I'm done editing this page and
adding the Web Parts that I want, I can
| | 04:06 | select the option to save it.
| | 04:09 | Because we're on a publishing site,
I'm seeing the yellow message here that this
| | 04:12 | is considered checked out and editable.
| | 04:15 | And while the publication start
date is immediately, well, we haven't
| | 04:18 | actually published it yet.
| | 04:21 | You'll see that I now have
other options popping up.
| | 04:24 | I can just click back into Edit mode.
I do have modes on the page itself to do
| | 04:28 | things like preview what
this is going to look like.
| | 04:32 | Very unexciting right now.
| | 04:34 | Just as in SharePoint 2007, there are
rules for when this page is seen by people
| | 04:40 | who are not editors or
contributors on this site.
| | 04:43 | That if I want this page to be
considered as finished editing, I need to
| | 04:49 | submit this for approval.
| | 04:55 | Again, this is a very similar process,
in fact an identical process, to that
| | 04:59 | in SharePoint 2007.
| | 05:01 | It just looks a little different.
| | 05:04 | When you're starting the Approval
workflow, you can choose some due dates and
| | 05:08 | durations and whether you want to CC people.
| | 05:11 | But when I click Start here, it's
really going to send this to anyone who is
| | 05:14 | listed as an Approver on this site collection.
| | 05:19 | Approvers is a security group
that exists on this site collection.
| | 05:24 | Now, this pages status has
moved into Waiting for approval.
| | 05:27 | Now because I do have all the
permissions in the world, I could actually move to
| | 05:32 | be Published section of my
Ribbon and actually approve it myself.
| | 05:37 | This might seem like a bit of a waste
of time, but bear in mind what we're
| | 05:43 | trying to replicate is the idea of
having perhaps 20 different people creating
| | 05:48 | content and two or three Approvers.
| | 05:50 | So typically is not the same person
both doing the edits and approving it.
| | 05:58 | The real formality that we're after
here is the history of it, that we not only
| | 06:04 | have the process that we're going
through, but we also have the fact that we've
| | 06:08 | gone through the approval process.
| | 06:10 | Somebody has requested approval.
Someone else has actually approved this page
| | 06:14 | before it becomes live to
the readers of this website.
| | 06:17 | So, the general experience of editing
and publishing pages has been brought much
| | 06:22 | more inline with the rest of SharePoint.
| | 06:24 | It's all based around that Ribbon.
| | 06:27 | But the actual functionality of
requesting approval, of making changes, or working
| | 06:31 | with page layouts is exactly the
same as it was in SharePoint 2007.
| | Collapse this transcript |
| Using rich media support| 00:00 | If you're working with a SharePoint
2010 site with the publishing feature
| | 00:04 | enabled you can use the Media
Web Part to play video and audio.
| | 00:09 | I have a fairly straightforward
publishing portal created here.
| | 00:12 | And I have a couple of files out here
on my Desktop, a video file and a JPEG,
| | 00:17 | which is just a thumbnail of one
of the frames of the video file.
| | 00:21 | First I need to get that into SharePoint.
| | 00:23 | I am going to create a
new library in this website.
| | 00:26 | So I am going to go to my More
Options menu of my Site Actions and create
| | 00:31 | something called an Asset Library.
| | 00:32 | An Asset Library is a new kind
of library in SharePoint 2010.
| | 00:36 | It really is just a document library,
but it's got some attached metadata for
| | 00:41 | working with image, audio, and video files.
| | 00:44 | I'll call this Site Assets, which is a
very common name for the Asset Library.
| | 00:47 | I am going to create it and then I want to
upload those two files into this library.
| | 00:55 | I could upload them individually but I
also have the option to upload multiple files.
| | 00:59 | In which case I can select both of them,
drag them over into that window, and
| | 01:03 | click OK to upload them to that library.
| | 01:08 | Done and because I've done a mass
upload even though there is just two,
| | 01:13 | I didn't get the opportunity to add any
extra metadata to either of these files.
| | 01:18 | If I select the video file
individually, I can then shift to my Documents
| | 01:22 | section of the Ribbon.
| | 01:24 | And look at View Properties, which
shows me there really isn't much there.
| | 01:28 | I could have a title and
some keywords and some comments.
| | 01:31 | So let me at least give it a title.
| | 01:33 | I am going to edit the item and give
it a title, which in this case is Ojai
| | 01:38 | Olive Oil, which is what the
video is about, and click Save.
| | 01:44 | I could also do that for
the JPEG for the image itself.
| | 01:48 | I could edit that property.
| | 01:57 | This simply means that I've uploaded
these files and they are now available on
| | 02:01 | the SharePoint site, but I am not
obviously showing them anywhere.
| | 02:04 | I am going to navigate back to my
homepage using my Navigate Up button.
| | 02:08 | And I could put the video on this
page or I could create a new page for it.
| | 02:14 | If I go to my Site Actions menu and say
New Page, I am doing this as a test so
| | 02:19 | I'll call it Video and click Create.
| | 02:23 | Because I do have Publishing turned on,
this page is considered as being in a draft mode.
| | 02:29 | It's not visible to anybody
else until I decide to publish it.
| | 02:34 | But it has shifted into the Edit mode and
it's allowing me to type in some content.
| | 02:38 | But if I select the Insert part of
the Ribbon I do have an option to
| | 02:42 | insert video and audio.
| | 02:44 | This will just drop in the
Silverlight-based Media Web Part that can play
| | 02:48 | either a video or audio.
| | 02:50 | But I haven't told it what to play,
so if I select the Web Part itself
| | 02:54 | the Ribbon changes and allows me to
change the media, meaning the video that
| | 02:58 | it's playing,and any associated image that I
want to see while the video is not playing.
| | 03:03 | So I'll select Change Media.
| | 03:05 | I'm going to say well, where is it?
| | 03:06 | It could be on my computer right now,
in which case this would allow me to
| | 03:10 | upload it at the same time.
| | 03:11 | But I've already uploaded it.
| | 03:12 | It's in SharePoint, so I'll say From SharePoint.
| | 03:16 | Select the Site Assets library that
I'd uploaded it to and select that video
| | 03:20 | file, then click OK.
| | 03:23 | Now I know because I did the
compression myself that the Horizontal and
| | 03:26 | Vertical Size here is off.
| | 03:29 | So I'm going to change it.
| | 03:30 | My size is actually 512 x 288.
| | 03:35 | It is trying to lock the Aspect
Ratio, so I am going to uncheck that
| | 03:38 | checkbox and just type 288.
| | 03:39 | That gives me more of a
widescreen aspect ratio here.
| | 03:44 | Now right now it doesn't have an initial image.
| | 03:47 | So I am going to select the Change
Image button this time. From SharePoint.
| | 03:52 | And it's in my Site Assets document
library and it's the JPEG image there. Cick OK.
| | 04:00 | Well we now have the Media Web populated.
| | 04:03 | I'm going to hit Save & Close.
| | 04:08 | Now while this page is considered checked
out and editable, I'm seeing this yellow bar.
| | 04:13 | It's basically telling me okay ,
it has not been approved yet.
| | 04:16 | It's not been published.
| | 04:17 | But I can certainly make
sure that this is working.
| | 04:21 | (Music playing.)
| | 04:25 | The Media Web Part does give me the
ability to go full screen if I want to.
| | 04:31 | (Music playing.)
| | 04:34 | It is based on the Silverlight so you
will need Silverlight on your user's
| | 04:38 | computer to actually look at this.
| | 04:40 | While I uploaded a WMV file to my
SharePoint document library, you could also
| | 04:46 | use an MPEG file, an AVI or an MP3 or WMA file.
| | 04:50 | Now this page is still considered a draft.
| | 04:52 | If I wanted to make it available for
everyone to see I'd have to submit this for
| | 04:57 | approval because it is a publishing portal.
| | 04:59 | And all the workflow is imposed upon that.
| | 05:02 | But really that has nothing to do
specifically with the Media Web Part, which
| | 05:07 | can just be configured to play the
video or audio that you want it to.
| | Collapse this transcript |
| Using themes| 00:00 | You use themes in SharePoint 2010 to
change the color scheme and occasionally
| | 00:05 | the font choices that your web sites are using.
| | 00:08 | Themes did exist in SharePoint 2007, but
they've changed quite a bit in this version.
| | 00:13 | And they are worth exploring because
they might not work quite the way you
| | 00:17 | expect, particularly if you're
coming from a web design background.
| | 00:21 | Now on a classic SharePoint team site
you may even see an option in your Getting
| | 00:26 | Started Web Part that
says Change the site theme.
| | 00:30 | If you don't see this or you have
different kind of site you can also get to the
| | 00:33 | theme options from your Site Actions
menu under Site Settings, where you'd
| | 00:37 | expect to see this kind of stuff.
| | 00:40 | In your Site Settings page you'll
actually see two options with the word theme.
| | 00:43 | You'll have Themes under the Galleries
section and Site theme under the Look and Feel.
| | 00:48 | And the real difference here is that your
Themes Galleries says which themes are available.
| | 00:53 | And your Site theme
selection says which one do I use.
| | 00:57 | The Themes Gallery, which shows me
right now a whole collection of themes that
| | 01:01 | were created out of the box in
SharePoint, this is actually changeable.
| | 01:05 | I can upload my own themes to
this gallery and make them available.
| | 01:09 | In the previous version of
SharePoint it was a pretty tedious process to
| | 01:12 | create your own theme.
| | 01:14 | And it's certainly easier in this version.
| | 01:16 | But we want to actually change the theme.
| | 01:18 | So I am going to go back to my Site
Settings page and select the Site theme
| | 01:21 | option where you'll see a theme picker.
| | 01:24 | And you may below it see an option to
customize themes, depending on how your
| | 01:28 | SharePoint server has been set up.
| | 01:31 | The out-of-the-box themes in SharePoint
range from fairly subtle to fairly intrusive.
| | 01:36 | We can take something like the Azure theme.
| | 01:38 | I am going to actually come down and
rather than apply it, I'm going to click
| | 01:42 | the Preview button to just get a
preview of it without forcing it on everybody
| | 01:47 | who is using this site.
| | 01:48 | And that's a fairly subtle change.
| | 01:50 | Where as I could select another theme
such as Berry, which might be a bit more
| | 01:55 | of an impactful theme.
| | 01:59 | Not quite what I was going for.
| | 02:00 | Now one of the things that you can
actually do if you have this Customize Theme
| | 02:09 | option is you can select from
your own grouping of colors.
| | 02:12 | Now this is the part that may not
work quite the way that you expect.
| | 02:17 | We have a selection of names here such
as Dark 1, Light 1, Dark 2 and Light 2
| | 02:23 | rather than heading,
paragraph, body ,that kind of thing.
| | 02:28 | And we do have a Heading Font
section and a Body Font section.
| | 02:32 | On a typical SharePoint
collaboration site like a team site or document
| | 02:36 | workspace you'll find that the
Heading Font and Body Font selections really
| | 02:40 | don't have much of an impact.
| | 02:42 | They are intended for a web site with
the publishing feature enabled such as
| | 02:48 | a Publishing Portal.
| | 02:50 | If you're coming from a web design
background you may be looking for a bit more
| | 02:54 | descriptive settings for your
options like heading and body text.
| | 02:58 | And unfortunately you are not going to get that.
| | 03:00 | And there is a reason for it.
| | 03:01 | And it's really that the idea of a theme
in SharePoint 2010 is based on the idea
| | 03:07 | of a theme in the other Office 2010 products.
| | 03:10 | So if I'm in Word, for example, and I
am looking at the different styles that I
| | 03:14 | can use, well it allows me to choose fonts for my
heading and body and colors, a whole color set.
| | 03:20 | If you were to define a new theme in Word,
you'd actually be given these options
| | 03:26 | your Dark 1, Light 1, Dark 2,
Light 2 options and so on.
| | 03:30 | And this is the model that they're
trying to now use in SharePoint 2010, Dark 1,
| | 03:35 | Light 1, Dark 2, Light 2.
| | 03:37 | What that actually means for you as
someone who is interested in changing your
| | 03:40 | color scheme is you may have to do
a bit of experimentation to actually
| | 03:44 | understand what it means
to be Dark 1 and Light 1.
| | 03:47 | Dark 1 is really your classic text.
| | 03:50 | So if I say change that to a dark green color.
| | 03:53 | And I'm going to select Light 1 to
a light brown color say for example.
| | 03:59 | And then I'm going to select the Preview option.
| | 04:04 | This might not be
exactly what I was looking for.
| | 04:06 | So you may have to do quite a bit of
experimentation if you're using this option
| | 04:10 | to select a different color scheme for
your SharePoint sites, because it's very
| | 04:14 | easy to get something where the
contrast is really going to mess things up.
| | 04:18 | Luckily, I am only previewing this so I
can come out of this window and cancel
| | 04:23 | this whole setting without
doing anything impactful.
| | 04:26 | Themes can be useful to do
a very quick color change.
| | 04:30 | But you'll find that if you want to
substantially affect the color scheme and
| | 04:33 | the fonts that your sites are using,
you are almost certainly going to have to
| | 04:36 | get into a SharePoint Designer to do that.
| | 04:39 | If you want to create your own themes you
can actually use an existing Office product.
| | 04:44 | In fact it's PowerPoint that can create
theme files that can then be uploaded to
| | 04:49 | your own theme gallery.
| | 04:50 | And you can use that as a starting
point for creating your own theme and
| | 04:54 | your own color schemes, without
having to get into cascading style sheets
| | 04:59 | and web design tools.
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| Creating a new theme in PowerPoint| 00:00 | While SharePoint 2010 comes with 20
different themes provided out of the box,
| | 00:05 | you can define your own by creating
what's called an Office Theme file.
| | 00:09 | You can do this by using PowerPoint 2010.
| | 00:13 | This may seem like a strange choice to
use for designing something that's going
| | 00:18 | to be used in SharePoint, but really
it's about the idea that SharePoint is
| | 00:22 | trying to use Office themes.
| | 00:23 | So we need to use an
Office product to create them.
| | 00:26 | And I'm not trying to
create an actual slide deck here.
| | 00:29 | I don't want to make a PowerPoint presentation.
| | 00:32 | I want to choose from fonts and colors.
| | 00:35 | As I'm kind of experimenting with these,
if I shift to my Design Ribbon,
| | 00:39 | you probably know that there's a
variety of different options you can select
| | 00:43 | from for background colors,
font choices, and the like.
| | 00:47 | Now if I want to actually experiment
with some font choices and color schemes,
| | 00:51 | one of the favorite design
templates I use is this one called Clarity.
| | 00:55 | Because when I select it, I can then
select from the drop-down option of Colors.
| | 01:01 | And as I mousing over them I can see
different options for dark and light colors
| | 01:05 | for my background and my font choices.
| | 01:08 | I can also then select from the different fonts.
| | 01:11 | Fonts really break down into a
primary heading font and a body font.
| | 01:16 | Now do bear in mind that you're
wanting these to be used on the web and not
| | 01:21 | everybody is going to have all the
different Office fonts that you might use.
| | 01:25 | So pick some fairly straightforward
font choices like Verdana or Arial.
| | 01:31 | You can select the option to create a
new theme font where you just tell it
| | 01:35 | what's the heading font you want to use and
what's the body font that you want to use.
| | 01:40 | So for this example I will select a
Heading font of Arial and the Body font of
| | 01:46 | Verdana and click Save.
| | 01:50 | I could do the same thing with my Colors set.
| | 01:52 | I can create new theme colors, which split
between Dark and Light and different accents.
| | 01:58 | I can use the drop-down boxes
to select my own color schemes.
| | 02:03 | Once I'm done with that I need to say
okay, I want to save this as a theme.
| | 02:08 | I'm not trying to save it as a PowerPoint deck.
| | 02:10 | So instead of just saving it I'll go
to my File option and click Save As.
| | 02:16 | I don't need to save it as a presentation.
I'm going to select from the drop-down
| | 02:19 | option and find Office Theme.
| | 02:22 | I just need to save this somewhere I can find
it so I'm going to save it out to my Desktop.
| | 02:26 | I'm going to call it TwoTrees. Click Save.
| | 02:31 | And I'm really done with PowerPoint.
| | 02:32 | I can click back over into SharePoint.
| | 02:35 | I'm going to go back to my Site
Settings option and find my Themes Gallery,
| | 02:41 | because this is where I want
to upload my new theme from.
| | 02:44 | I'm going to select Add New Item it
will open up a pop-up window that allows
| | 02:49 | you to browse out to that and I can find
that yes, my TwoTrees file is on my Desktop.
| | 02:54 | Click Open.
| | 02:55 | Click OK to upload it to the Theme Gallery.
| | 02:59 | I can add a Description if
I want. That's optional.
| | 03:02 | What that now means is I can go back to
my Site Settings, I can choose the Site
| | 03:08 | theme option from Look and Feel.
| | 03:11 | I can find TwoTrees, where it should
select the different color schemes.
| | 03:16 | I have my Heading fonts of
Arial, my Body font's Verdana.
| | 03:20 | Though do remember on a typical
collaboration site like a team site or document
| | 03:25 | workspace, the font choices really
aren't going to have much of an impact.
| | 03:28 | Your color scheme will though.
| | 03:31 | And I can click Preview to take a look.
| | 03:35 | Let's say that was close to what I wanted.
| | 03:37 | I could do a little bit more
experimentation, but I could think, yes, that will
| | 03:41 | do and then select Apply and
change the theme of my site.
| | 03:45 | This is how you can create an Office
theme font that can be used not just in
| | 03:49 | SharePoint, but across Word, and
PowerPoint, and the other Office programs.
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|
|
4. Sites and PermissionsCreating a new site in SharePoint| 00:00 | If you had the right permissions you
can also create new SharePoint sites.
| | 00:03 | Most of the time you'll do this from
your Site Actions menu where you do have an
| | 00:07 | option to create a new site, though you
could also use the More Options choice.
| | 00:12 | By clicking the New Site link if I have
Silverlight installed I'll see the large Create menu.
| | 00:18 | If I don't have Silverlight installed,
I will see a more conventional web page,
| | 00:22 | but choices are the same.
| | 00:23 | It's just how they're presented is different.
| | 00:26 | When creating a new site in
SharePoint 2010 we have most of the old ones
| | 00:30 | in SharePoint 2007.
| | 00:32 | Like the Team Site, Blank Site,
Document Workspace, the five flavors of Meeting
| | 00:37 | Workspace, and the Blog.
| | 00:40 | We then have a new site
called the Group Work Site.
| | 00:43 | The group work site is
similar to a team site in approach.
| | 00:47 | It is about people collaborating together
and getting multiple people working together.
| | 00:52 | But it's got a different kind of focus.
Instead of the conventional SharePoint
| | 00:55 | calendar it's using the group calendar to
arrange for multiple schedules at the same time.
| | 01:00 | And it has some new Lists such as the
Phone Call Memo and Circulations list.
| | 01:06 | If you find at the conventional
SharePoint team site wasn't cutting it for you,
| | 01:09 | you may want to take a
look at the group work site.
| | 01:12 | As it's always been the case the real
power of SharePoint is that you're going
| | 01:16 | to take different things from the different
site templates and put together your own solution.
| | 01:22 | Back on the Create Site page we then
have five new site templates that end in
| | 01:27 | the word Web Database.
| | 01:29 | The Assets Web Database, Charitable
Contributions Web Database, Contacts,
| | 01:34 | Issues, and Projects Web Databases.
| | 01:36 | I'm going to create one of these
just to show you what it looks like.
| | 01:40 | I just need to give it a name and a URL.
| | 01:41 | The URL will of course be based on the
original URL of the parent site that I'm in right now.
| | 01:47 | These five site templates that end in
the words Web Database are all based on the
| | 01:52 | new ability of taking Access 2010
databases and putting them on the web.
| | 01:59 | If you are someone who lives and
breathes Microsoft Access you're likely to find
| | 02:03 | this very useful that you can take
simple databases with forms and reports and
| | 02:08 | just publish them and make
them available on the web.
| | 02:12 | This example that we're looking at
right now is simply an idea of what you can
| | 02:16 | do by publishing an Access
database into SharePoint.
| | 02:20 | If I click on the different tabs,
we can see that instead of seeing a
| | 02:23 | conventional SharePoint list
I see more Access database entry.
| | 02:31 | If I go to my Options drop-down menu
I do see a reduced set of options here, but
| | 02:36 | in my Settings on this page I can
see that instead of this website being
| | 02:42 | comprised of the usual SharePoint lists
and libraries, that it's made of tables,
| | 02:47 | forms, and reports, conventional
Access components and I do have an option at
| | 02:52 | the top to open this up and
design it inside Access itself.
| | 02:56 | Now, I don't really need this site so
I'm going to select the option to delete it,
| | 03:00 | and go back to its parent site.
| | 03:06 | Selecting once again the
option to create a New Site.
| | 03:10 | The remaining site templates are round
up with the couple of ones that has been
| | 03:14 | there for a while, such as the
Document Center and Records Center.
| | 03:17 | Although the Records Center has
actually changed in SharePoint 2010.
| | 03:21 | We'll be talking about that a little
later, and we will also be covering the
| | 03:25 | different Search Centers that are available.
| | 03:29 | The last site template here is
called the Visio Process Repository.
| | 03:33 | And just as you can now take your
Access 2010 databases and put them into
| | 03:37 | SharePoint and make them available
as a web site, you can also take your
| | 03:41 | Visio 2010 diagrams and put them into
SharePoint and make them available on the web site.
| | 03:47 | You may see slightly different site
templates available depending on how your
| | 03:51 | SharePoint Server is configured, but
this is quite typical for a SharePoint
| | 03:55 | Server 2010 Enterprise Edition
when you're creating sub-sites.
| | 03:59 | That is sites underneath
an existing SharePoint site.
| | 04:02 | There are a couple of different choices
when you're actually creating a new site
| | 04:07 | collection in SharePoint.
| | 04:11 | Although you may not have the correct
authority to be able to go into Central
| | 04:15 | Administration and create a new site
collection, you should know that when you
| | 04:18 | do you have a couple of unique options here.
| | 04:21 | One of them in the Enterprise
section is called the Business
| | 04:24 | Intelligence Center.
| | 04:26 | This is new in SharePoint 2010.
| | 04:28 | It replaces the Report Center of
SharePoint 2007 and adds on the feature of
| | 04:33 | using PerformancePoint for
business intelligence information.
| | 04:37 | We'll be talking about this
site by itself a little later.
| | 04:40 | Although SharePoint is giving us some new
site templates, it's also taking some away.
| | 04:46 | In SharePoint 2007 one of the site
templates you could use was called
| | 04:49 | Collaboration Portal.
| | 04:51 | this was actually the suggested site
template for a small to medium Intranet.
| | 04:55 | That doesn't exist in SharePoint 2010
as a default template out of the box.
| | 05:01 | We do still have what's called the
Publishing Portal, but the idea is that what
| | 05:05 | was a Collaboration Portal
| | 05:07 | you would now create yourself by
putting your own collection of sites and
| | 05:10 | functionality together.
| | 05:12 | We do also have something
called the Enterprise Wiki.
| | 05:15 | This is very similar to the Wiki Site
in SharePoint 2007, but also has the
| | 05:19 | Publishing feature enabled so there is more
formality to the arrangement of pages in it.
| | 05:24 | Now my intention in this course is not
to explore every single site template.
| | 05:29 | As ever, the best way to get familiar
with new site templates in SharePoint has
| | 05:33 | always been to create one and start
experimenting with that and that's still the
| | 05:37 | case in this version.
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| Understanding permissions| 00:00 | If you're used to editing permissions
in SharePoint 2007, you may be looking for
| | 00:04 | your People and Groups option under
your Quick Launch menu and as you can see,
| | 00:09 | there is no such option right now.
| | 00:12 | Permissions in SharePoint 2010 are
driven by the Site Permissions option that
| | 00:16 | you'll find under your Site Actions menu.
| | 00:20 | This might look a little different,
but really it's the same story as
| | 00:23 | in SharePoint 2007.
| | 00:26 | Any site collection that you create
will be created with three groups, Members,
| | 00:30 | Owners, and Visitors.
| | 00:32 | If you're in the Members group, you get
what's called the Contribute permission
| | 00:36 | level, meaning you're
allowed to view and edit content.
| | 00:40 | If you're in the Owners group, you
have full control. You can do anything on
| | 00:44 | that site including creating sub-sites,
and if you're in the Visitors group, you
| | 00:48 | get only read access.
| | 00:49 | If you're not in any of those
groups, you don't get to do anything.
| | 00:53 | If you're in a site with the Publishing
feature enabled, you're likely to see a
| | 00:56 | whole bunch of other security groups as
well. Groups like Approvers, the idea of
| | 01:01 | having people that can manage content
but not necessarily be given full control
| | 01:06 | over the site collection.
| | 01:07 | It's a very simple process to
add someone to one of these groups.
| | 01:11 | I can simply select the group name.
| | 01:13 | Select New to add a user to the group.
| | 01:18 | Type in the name of a user or the
name of an Active Directory group, which
| | 01:22 | typically would be a much
more usable way of doing this.
| | 01:26 | To add that person to in
this case the Owners group.
| | 01:29 | Officially even though you're looking
for that option to say People and Groups
| | 01:33 | and it isn't on your Quick Launch bar,
I can see from the breadcrumb up here,
| | 01:37 | there is still an option
that says People and Groups.
| | 01:40 | And that's because if I go to my Site
Actions menu to Site Settings, I still
| | 01:44 | have the same options here
under Users and Permissions.
| | 01:47 | It's People and groups, Site
permissions and Site collection administrators.
| | 01:52 | So although the way that you get to
the permissions option is different in
| | 01:56 | SharePoint 2010, the
underlying behavior is identical.
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|
|
5. Additions in SharePoint 2010Understanding SharePoint Designer| 00:00 | For normal day-to-day operations in
SharePoint, you don't need SharePoint
| | 00:04 | Designer, but if you're planning on
customizing your sites, either the way they
| | 00:08 | look or the way they behave,
you're going to want this application.
| | 00:12 | SharePoint Designer 2010 is a
free download from Microsoft.
| | 00:17 | In previous versions you'd find it
under the Microsoft Office set of tools
| | 00:21 | but these days when it's installed, it
typically installs under a SharePoint section.
| | 00:25 | When I open up SharePoint Designer, it
will ask me either to tell it the address
| | 00:30 | of an existing SharePoint
site or create a new one.
| | 00:33 | I'm going to open an existing one, which
really means I just need to give it the
| | 00:37 | name of the URL to that site.
| | 00:39 | Now if you'd used SharePoint Designer
2007, you'll immediately notice that the
| | 00:49 | user interface is significantly
different this time around and that's because
| | 00:53 | we've moved away from the idea of trying
to show us the SharePoint site as if it
| | 00:58 | was a conventional website, like you were
using Dreamweaver or a conventional web
| | 01:03 | design tool, into more of a SharePoint-
centric view of the site, which is what
| | 01:07 | seeing now and I believe much
more useful way of looking at it.
| | 01:11 | With this site open, on the left-hand
side of the screen we have the Navigation pane,
| | 01:16 | which allows us to browse
through the different components that make up
| | 01:20 | our SharePoint site. I can select from
my Lists and Libraries, from my Workflows
| | 01:25 | or my Master Pages or Security Groups.
| | 01:28 | Selecting any of these options will not
only change the main part of the screen,
| | 01:33 | but will also change the Ribbon
along the top part of the user interface.
| | 01:37 | Because like SharePoint itself, like
the Office applications, the Ribbon is
| | 01:41 | context-sensitive to what we have selected.
| | 01:44 | So if I have my Lists and Libraries
selected in the Navigation section, I'll
| | 01:48 | see the options to create a new SharePoint list
or create a custom list or a document library.
| | 01:54 | The way you can build out a website in
SharePoint by using the browser is also
| | 02:00 | replicated in here. So if you'd prefer
to use SharePoint Designer to do all of
| | 02:04 | your site creation, you could certainly do that.
| | 02:07 | Now when people are new to
SharePoint Designer, I often find they
| | 02:10 | underestimate this application.
| | 02:12 | It's a very common misunderstanding that
what you use SharePoint Designer for is
| | 02:16 | to change the way these sites look.
| | 02:19 | Their color schemes and their fonts and
that's certainly something that you can
| | 02:22 | do but it's much, much more than that.
| | 02:25 | I like to think of SharePoint Designer
as being used for four main reasons.
| | 02:28 | You use it for branding, changing the way
the sites look, you use it for workflows
| | 02:34 | and defining business processes, you
use it for connecting your web pages to
| | 02:39 | external sources of data and use
it for creating new entry forms.
| | 02:44 | So let's take those four things one-by-one.
| | 02:47 | The first thing, the most commonly
understood piece, is the branding piece.
| | 02:52 | The idea that this site has a certain
look and feel to it and we can change that.
| | 02:58 | And very commonly, when you're working
with the way that your site looks,
| | 03:02 | you might be tempted to go to your site
pages, but bear in mind, SharePoint
| | 03:06 | generates most of the pages for you.
| | 03:08 | So in fact, the most interesting
piece that you're looking for is in your
| | 03:11 | Master Pages section.
| | 03:12 | Now depending on how your sys admin
has this configured, you may not see this
| | 03:17 | option because they have to
allow master pages to be edited.
| | 03:20 | But if I select Master Pages and then
select v4.master, which is the default
| | 03:25 | master page for a SharePoint 2010 site,
it's going to first give me a lot of
| | 03:29 | information about this file, who it was
created by, what version it is, but I do
| | 03:34 | have an option to edit it, and this will
open it up in the conventional Designer view,
| | 03:40 | allowing me to change the master
page, and whatever change I would make
| | 03:45 | here would affect every
page in this SharePoint site.
| | 03:48 | So if I wanted to take my Quick Launch
bar and move it over to the right-hand
| | 03:52 | side, I could do that.
| | 03:53 | Now if you're used to other
conventional web design tools like Dreamweaver,
| | 03:58 | you might also be used to the idea of
shifting from the WYSIWYG, what you see is
| | 04:02 | what you get view, into the Code view
or even into a combination of the two.
| | 04:08 | When you're editing a master page,
you'll have a Style Ribbon, which will allow
| | 04:12 | you to manage cascading style sheets or
even attach a new style sheet for your
| | 04:16 | overall design, and if you want to
make a significant visual change to your
| | 04:21 | SharePoint site, you're certainly
going to want to use SharePoint Designer.
| | 04:25 | But that's only reason one
of four to use this application.
| | 04:30 | The next reason for using SharePoint
Designer is to create custom workflows.
| | 04:35 | Workflows are business processes,
reusable collections of questions and tasks
| | 04:40 | that you can have happen automatically
when say a new document is created or a
| | 04:45 | list item is changed.
| | 04:47 | New in SharePoint Designer 2010 is
the idea of both creating a Reusable
| | 04:52 | Workflow, something we couldn't do
before because all workflows had to be
| | 04:57 | attached to a specific list or library,
and you can even edit the existing
| | 05:02 | out-of-the-box workflows that
SharePoint provides like the Approval or Collect
| | 05:06 | Signatures workflow.
| | 05:08 | Creating a workflow still requires no
code. If you want to create say a workflow
| | 05:13 | on the documents library for checking
for a title, if you want to for example,
| | 05:19 | create a workflow on a Document Library
to make sure people don't upload policy
| | 05:24 | documents into that library, your
workflow is essentially a series of conditions
| | 05:30 | and actions where you're going to
ask questions. What is the name of this
| | 05:33 | document, how big is it. Your conditions
are things like, if it was created by a
| | 05:38 | specific person, or the file size is a
certain size, or in our case the Title
| | 05:44 | field contains certain keywords.
| | 05:48 | You can then perform all sorts of
actions such as sending an email to the user
| | 05:53 | or checking it out, or updating
another list such as the Task list.
| | 06:00 | Workflows in SharePoint are an area
you can spend significant time on and
| | 06:04 | they've not only improved the workflow
creation process in SharePoint Designer,
| | 06:09 | but if you're someone who prefers
working in Visio, you can actually use it in
| | 06:13 | SharePoint 2010 to define and create
custom workflows by visually putting
| | 06:18 | together the flow of operations.
| | 06:21 | The third reason for using SharePoint
Designer is you can select something
| | 06:25 | called data sources.
| | 06:27 | In a typical SharePoint site, your data
sources are just your list and your libraries.
| | 06:31 | But using SharePoint Designer, we can
also define new data sources to a database
| | 06:37 | or a web services connection or an XML
file, which gives you actually a way of
| | 06:43 | creating pages in your SharePoint sites
that are using this external data as a
| | 06:48 | source of information.
| | 06:50 | The fourth primary reason for using
SharePoint Designer is it allows you to make
| | 06:54 | new forms and by forms I mean the
web pages where you add, edit, or delete
| | 07:00 | items in your list and your libraries.
| | 07:04 | If I go into a simple list like the
Links list here, the summary information
| | 07:08 | that I'm being shown
includes the views of this list.
| | 07:11 | I can also create new views in
SharePoint Designer, and the forms that this list uses.
| | 07:15 | The three forms being shown up
here, DispForm, EditForm, and NewForm, are
| | 07:20 | your display, edit and new forms.
| | 07:22 | If you want to change one of those for
example, the NewForm, we can open that
| | 07:27 | up in SharePoint Designer, and I
could do some basic changing about the way
| | 07:31 | that this looks but I could also
decide to create a new form for this Links list,
| | 07:37 | and design it from scratch. I could even
have the option of designing it using InfoPath.
| | 07:45 | SharePoint Designer 2010
should not be underestimated.
| | 07:48 | It allows you to do way more than just design.
| | 07:51 | If you're wanting to perform
significant customization of the way that your
| | 07:55 | sites look and the way that they
behave with workflow, custom forms,
| | 07:59 | effectively writing your own custom
applications without code, this is the
| | 08:03 | program to do it in.
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| Introduction to SharePoint Workspace| 00:00 | SharePoint Workspace 2010 is a new
application, but not quite as new as you might think.
| | 00:05 | In previous versions of Microsoft
Office, this product was called Groove.
| | 00:09 | Now renamed as SharePoint Workspace
2010, you can use it to create off-line
| | 00:15 | copies of your SharePoint content.
| | 00:18 | One of the few downsides of uploading
all our content into SharePoint is that
| | 00:22 | if we do have to be disconnected from
our network, perhaps we are leaving for a
| | 00:26 | conference, we're taking a laptop and
going on a long business trip, it's more
| | 00:30 | problematic to get hold of the documents that
we want to work on while we are on the trip.
| | 00:34 | Well, with SharePoint Workspace, you
can either synchronize an entire site
| | 00:39 | by using your Site Actions menu,
Sync to SharePoint Workspace ,or an
| | 00:43 | individual library.
| | 00:45 | If I'm in my Document Library here, I
can go to my Library Ribbon and select the
| | 00:49 | option to Sync to SharePoint Workspace.
| | 00:52 | This asks me if I'm sure
and I say yes, I'm sure.
| | 00:55 | I do have extra configuration options
if I want to synchronize anything else.
| | 01:00 | But when I select that it will actually
create an off-line copy and download all
| | 01:04 | these documents to my local machine.
| | 01:06 | If this was a laptop I could now
disconnect from the network, close the web
| | 01:11 | browser down, and walk away.
| | 01:14 | I'd still have access to those
documents, but I'd get to them through
| | 01:18 | SharePoint Workspace itself.
| | 01:19 | If I open up SharePoint Workspace,
it will tell me the different libraries or
| | 01:25 | sites that I'm synchronized with.
In this case there's only one.
| | 01:29 | Double-clicking it will tell me that
this is the Shared Documents library that
| | 01:33 | I'd created an off-line version of, and
that I can now select any of these and
| | 01:38 | open them up and start editing them.
| | 01:40 | Because SharePoint Workspace does a
really good job of detecting whether we're
| | 01:44 | connected to the network or not,
| | 01:46 | it's also telling me right now that
available on the server are all the other lists
| | 01:51 | and libraries on that particular web site.
| | 01:54 | The benefit of SharePoint
Workspace doing this great job of detecting
| | 01:58 | connectivity is that when you're
attached to your network, update is automatic.
| | 02:04 | And you don't really have to think
about the changes that you're making to your
| | 02:09 | documents because SharePoint
Workspace is going to take care of the
| | 02:13 | synchronization for you.
| | 02:15 | In fact, there was a small message
down at the lower end here that it was
| | 02:18 | synchronizing that
document with the web site itself.
| | 02:22 | While the classic example of a
SharePoint Workspace user is someone who perhaps
| | 02:27 | has this on their laptop, they
synchronize a library or two, they disconnect,
| | 02:31 | they walk away, make some changes, and
synchronize them again when they connect
| | 02:35 | back to the network, you might also
find it useful on your own desktop.
| | 02:40 | One of the benefits of having all
these off-line copies is that your Windows
| | 02:44 | machine is going to index them for you.
| | 02:46 | So if you make a lot of use of the
internal Windows search capabilities, I could
| | 02:51 | actually start typing something like
hiring and one of the first results I'll
| | 02:55 | get is a Hiring Procedures document
in my Microsoft SharePoint Workspace.
| | 03:00 | And certainly if you're working with
hundreds of documents, you might find this
| | 03:03 | a very useful way to get to the
results that you're looking for.
| | 03:07 | Now if you do know that you're going
to be doing significant changes, you may
| | 03:13 | want to be aware of what the
settings are on the library.
| | 03:16 | Do you require documents to be checked out?
| | 03:18 | Do you have versioning
on and that kind of thing?
| | 03:21 | But once all those are set, it's a
very useful way of having an easy
| | 03:24 | synchronized off-line copy of all your content.
| | Collapse this transcript |
| Understanding document management in SharePoint 2010| 00:00 | If you require a more formal document
management than just the typical document
| | 00:04 | libraries give you, you should know
about a few new features for managing
| | 00:08 | documents in SharePoint 2010.
| | 00:10 | For a start if you have
important documents that you move from
| | 00:13 | library-to-library or even site-to-
site based on things like workflow,
| | 00:18 | you should know that we can now assign a
unique document ID to each document.
| | 00:23 | There is a new feature that must be
activated on Site Collection called the
| | 00:28 | Document ID Service.
| | 00:30 | So you do need to be at least a Site
Collection Administrator for this, although
| | 00:34 | you don't need access to central admin.
| | 00:37 | Once this feature is activated,
it will go through the existing documents in
| | 00:41 | that site collection and create a
unique document ID for each one, and also do
| | 00:47 | this for any new documents that
you upload to that site collection.
| | 00:52 | And when this feature is activated,
you also find a Document ID settings choice
| | 00:57 | in the Site Collection Administration
where you can do things like decide to
| | 01:02 | begin IDs with certain characters.
| | 01:04 | Now the first time you turn this on,
this process can take quite a while.
| | 01:09 | It doesn't immediately work.
| | 01:11 | It will actually run in the background.
| | 01:12 | And on this particular site collection
it's giving me a message saying that
| | 01:15 | it's still to be completed.
| | 01:17 | While this can be useful on any site
collection, it's used on the new Records
| | 01:23 | Center site template.
| | 01:25 | This was a site template that existed
in SharePoint 2007 and it's used as a
| | 01:31 | records repository if you will, but it's
much more feature-rich in this version.
| | 01:36 | The idea is that if you have a
document with a document ID, you can paste in
| | 01:41 | that document ID in that site
collection and immediately go and search for it.
| | 01:46 | And in this case it's opening up this
document in the Microsoft Excel Web Application.
| | 01:51 | The Records Center itself is a bit
more accessible in SharePoint 2010.
| | 01:57 | The 2007 version wasn't
all that easy to configure.
| | 02:01 | If you have a Records Center created,
you'll find a new action in your Site
| | 02:05 | Actions menu called Manage Records Center.
| | 02:09 | This will actually give you the steps that you
need to complete to actually make this useful.
| | 02:14 | The whole point of a Records Center is
you're going to be sending in multiple
| | 02:17 | documents from potentially multiple locations.
| | 02:20 | They're going to be arriving
from different site collections.
| | 02:22 | They could be being e-mailed into this location.
| | 02:25 | They could be going into
this location through workflow.
| | 02:28 | So step one is that you create your
content types in this Records Center.
| | 02:32 | You're then creating libraries to hold them.
| | 02:34 | So perhaps you're creating libraries for
intellectual property or Sarbanes-Oxley
| | 02:39 | documentation or resumes
or whatever it is you have.
| | 02:43 | And then what you're using is
something called the Content Organizer.
| | 02:47 | This is a new piece of SharePoint 2010.
| | 02:50 | Right now I'm looking at an empty
content organizer list, but if I decide to add
| | 02:53 | a new item, it's going to step me
through the process of defining rules.
| | 02:58 | where I get to say that if content is
arriving based on a particular content type,
| | 03:03 | it could be a document content
type or even a document set content type,
| | 03:07 | I can then ask a few conditions of it.
| | 03:10 | When it was created?
| | 03:11 | Who it was created by?
| | 03:12 | And then set a target location for this to go.
| | 03:16 | So it's essentially the replacement of
the old Record Routing list in SharePoint
| | 03:21 | 2007, but it's a bit more accessible.
| | 03:24 | And indeed if you find this
functionality useful, you can go into other
| | 03:28 | SharePoint sites, or if you look at
the Manage site features section, you can
| | 03:33 | actually activate the Content Organizer
for any other SharePoint site, where you
| | 03:38 | can define those rules for this site.
| | 03:40 | So if content is being e-mailed into
this location, you can set up a bunch of
| | 03:44 | rules to make sure that it
goes to the correct library.
| | 03:48 | And in essence taking away some of
these things that you would have previously
| | 03:52 | only done in a Records Center and
moving that so they're available on any
| | 03:57 | other SharePoint site.
| | 03:58 | And in fact you can take it
one step further than this.
| | 04:01 | New in this version of SharePoint is the
idea of not requiring your documents to
| | 04:07 | have to go to Records Center in
order to be managed as records.
| | 04:11 | If we can have document IDs on them, if
we can have the Content Organizer making
| | 04:16 | sure that they are arriving in the
right location or being moved to the right
| | 04:20 | location. We can also use things like
auditing and expiration that have always
| | 04:24 | been available in SharePoint.
| | 04:27 | But if you're a Site Collection
Administrator one more thing you can do is turn
| | 04:32 | on a feature for your site
collection called In Place Records Management.
| | 04:37 | And that's the idea that you don't have
to move documents to a Records Center to
| | 04:41 | have them counted as records and
to have that formality over them.
| | 04:46 | You can actually have
that on any document library.
| | 04:49 | Once that feature is activated, you
will find another choice in your Site
| | 04:54 | Collection Administration
called Record Declaration Settings.
| | 04:58 | The idea here is that if you have a
document and you declare it as a record,
| | 05:03 | you can do things block editing and deleting.
| | 05:06 | So that begs the question how can you
tell the difference between a regular
| | 05:10 | document and something that's a record?
| | 05:12 | Well, you have to be able to
name a document as a record.
| | 05:16 | By default the setting is that you
can only turn a document into a record,
| | 05:21 | you can only say hey!
This is a record that needs this formality.
| | 05:25 | You can do that with policy.
| | 05:26 | You can do it with workflow.
| | 05:28 | You can also turn on the ability to
do manual record declaration in your
| | 05:32 | lists and libraries.
| | 05:33 | And then below that you can
actually control who gets to do this.
| | 05:38 | If I turn that on and then go back to a
document library, what I then have is a
| | 05:45 | new option in my Ribbon.
| | 05:47 | When I have one of my documents
selected I can say declare this as a record.
| | 05:52 | Yes, I'm sure and that itself will
then restrict me from deleting it.
| | 05:58 | Of course this doesn't exclude the
fact that I can still have information
| | 06:02 | management policy on this.
| | 06:04 | I can still have workflow on this.
| | 06:06 | The idea of course is that rather than
just having this one location that you
| | 06:11 | have to move all your documents to in
order to get this formality of Records
| | 06:15 | Management, we can do it all through SharePoint.
| | 06:18 | It doesn't mean you'll be turning on In
Place Records Management for all of your
| | 06:22 | document libraries. I'd
find that extremely doubtful.
| | 06:24 | But the benefit is if you do have
SharePoint sites that kind of become
| | 06:29 | repositories after being used for a
number of months or even years, that you
| | 06:34 | can then add on this extra
functionality to actually manage those records in
| | 06:39 | the library itself.
| | Collapse this transcript |
| Introduction to Access Services| 00:00 | With Access Services in SharePoint 2010,
you can create a database in Microsoft
| | 00:07 | Access 2010 and publish it up into SharePoint.
| | 00:10 | It will take your Access tables
and turn them into SharePoint lists.
| | 00:14 | It will take your Access
macros and turn them into workflows.
| | 00:18 | The best way to do it is to start
off with a new Access database called a
| | 00:22 | blank web database.
| | 00:24 | If you have an existing Access
database, you still can publish that up into
| | 00:27 | SharePoint, but you might have to
remove a few things that are incompatible.
| | 00:31 | So I am going to create a blank web database.
| | 00:33 | I'm going to call it Purchases, and Create.
| | 00:38 | It takes me into Access into my first table.
| | 00:41 | So I am going to define a few entries here.
| | 00:43 | I'll say the first one is a text
field called Product Name, the next one is
| | 00:49 | currency for Price, and next one I'll
say is a text field for Serial Number and
| | 00:58 | the next one is a yes/no
for whether it's Activated.
| | 01:04 | I'll save this and just save it as Purchases.
| | 01:06 | Well, I could directly enter
information into the table.
| | 01:11 | We usually have a form
to work with with Access.
| | 01:14 | So I'll hit my Create Ribbon
and create a form based on this.
| | 01:17 | I am just going to leave
this simple form as it is.
| | 01:20 | I don't need that first ID section here,
and of course, I have the usual layout
| | 01:25 | tools within Access for
messing around with this.
| | 01:28 | I am going to save this as well,
just save that as the Purchases form.
| | 01:32 | At this point, I'm not going to
create macros, but I will create an example
| | 01:36 | report and just let it do the totaling that
it would do by default. I'll save that one.
| | 01:42 | Now, the one thing that I do have to
do is create what's called a navigation
| | 01:48 | form and this is really going to be
the home page of the web site that we are
| | 01:53 | going to make, because we have to give
the users ways of navigating between the
| | 01:57 | form and the report, for example.
| | 02:00 | We need a way that they can do that
and they obviously won't get the usual
| | 02:03 | Access pane to open up.
| | 02:05 | So we create a navigation form and
then we just simply drag and drop the
| | 02:09 | elements that we want onto the form,
in this case, the Purchases and the Report,
| | 02:15 | which I'll just rename on the tab.
| | 02:16 | I am going to save this as the Navigation Form.
| | 02:21 | This won't automatically be the
homepage of our new web site because it's
| | 02:25 | considered just another form at this point.
| | 02:27 | So I am going to go to my File menu
and come down to my Options, where I can
| | 02:32 | nominate in my current database that the
Web Display Form should be Navigation Form.
| | 02:37 | It just means what's the first thing
that we see when we open this up, andI
| | 02:42 | am going to save this.
| | 02:43 | Well, right now, this is a
pretty typical Access database.
| | 02:46 | So I'm going to open up one of these forms.
| | 02:48 | I'll open it up in Form View, just so
we can enter in some example products.
| | 02:55 | Let's say we have purchased a PDF
Maker for $199 and the serial number was
| | 03:02 | ABC123 and it was activated.
| | 03:06 | Fairly conventional Access stuff.
| | 03:08 | I'm now on my second record if I want to do.
| | 03:11 | The deal is I want to take this
database and push it up onto the web because
| | 03:15 | I want potentially dozens or hundreds
of people to look at it without worrying
| | 03:19 | about uploading my Access database to a
shared network drive and do the people
| | 03:24 | that I want to use this have the right
version of Access, all of that kind of stuff.
| | 03:28 | I don't have to worry about that.
| | 03:30 | I am going to go to my File menu,
| | 03:31 | where in either the Info
section or the Save & Publish section,
| | 03:35 | I have an option here to
Publish to Access Services.
| | 03:38 | This is that part of SharePoint 2010
that will allow me to take this database
| | 03:42 | and make it available as website.
| | 03:45 | First, I do have a button here
called Compatibility Checker.
| | 03:48 | It will tell me to close all of
the objects. Yes, that's fine.
| | 03:51 | The database is compatible with the web.
| | 03:54 | Now, if you had an existing Access
database, you might run that Compatibility
| | 03:58 | Checker and it would tell you things were wrong.
| | 04:01 | For example, some of the column names
that you had might be incompatible with
| | 04:06 | SharePoint, and that would give you
some hints about what you can change.
| | 04:09 | There are some rather obtuse
error codes that you'll get.
| | 04:12 | You just have to live with it unfortunately.
| | 04:14 | I do have to give it the address of an
existing SharePoint site. Because you can
| | 04:26 | only create Access web databases as
SharePoint sites as sub-sites, so they do
| | 04:32 | have to be under an existing site
in an existing site collection.
| | 04:35 | So the Server URL that I have
just typed in is the address of the
| | 04:38 | operation's team site.
| | 04:40 | I do have full control over that site,
so I do have the permission to create new
| | 04:44 | sub-sites underneath it, and I'll call
this new site Software Purchases and then
| | 04:49 | click Publish to Access Services.
| | 04:55 | It will take a moment to do the
conversion, taking our Access tables and
| | 05:00 | converting them into SharePoint lists
and taking on macros if we had any, making
| | 05:04 | them workflows, and taking off
forms and turning them into web forms.
| | 05:09 | If it was a complex database, it
might take a little while to do this full
| | 05:12 | process but I'm going to select this
link that says it's successful, and we are
| | 05:20 | seeing the data is immediately there
for PDF Maker on this first form here.
| | 05:26 | I'm going to click the New Record
button and put in something else.
| | 05:29 | Let's call this Product X. It was 199 and the
Serial Number was DEF432 and that was activated.
| | 05:38 | Save that entry, the record is updated.
| | 05:41 | We have a little bit of
JavaScript popping up at the top.
| | 05:44 | Again, the idea is I don't have to have
Access installed in order to be able to do this.
| | 05:48 | This would work in IE and Firefox and Safari.
| | 05:52 | I click on the Report tab and it
takes us to the Access report that's being
| | 05:57 | generated here, giving us our correct
totaling with the new information that I just put in.
| | 06:02 | Now, if I want to, I can go back into
Access and actually open that up and it is
| | 06:07 | considered as being synchronized to
that data, so the actual Purchases table
| | 06:12 | here will be updated with what I
just entered in on the web site.
| | 06:15 | If I wanted to make any changes and some new
forms, change my navigation form, I can do that.
| | 06:23 | If I go back to the File tab, I'll
see that I have a rather large Sync All
| | 06:27 | button that will allow me to push
these changes from Access up to the server.
| | 06:31 | And while, obviously, your Access
databases can get a whole lot more complex than
| | 06:36 | this simple example,
| | 06:37 | the process of moving them up to
the web is pretty much the same.
| | 06:41 | Also understand that when you're
creating a new sub-site from a regular
| | 06:45 | SharePoint site, any of the site
templates that you see that end in the words
| | 06:50 | Web Database, like the Assets Web
Database, Charitable Contributions,
| | 06:55 | Contacts, Issues and Project Web Database, are
pretty much the same thing that we've just seen.
| | 07:01 | These are Access web databases.
| | 07:04 | These are just five examples that are
provided out of the box by Microsoft.
| | 07:09 | Making Access databases available to
multiple people within an organization has
| | 07:14 | always been a challenge and this is
a terrific way to do it with your own
| | 07:17 | Access databases.
| | Collapse this transcript |
| Introduction to Visio Services| 00:00 | In SharePoint 2010, we have a
new feature called Visio Services.
| | 00:04 | This allows us to take diagrams
we've created in Visio 2010 and make them
| | 00:08 | available on SharePoint sites to people who
don't even need to have Visio on their machines.
| | 00:14 | So like Excel Services in
SharePoint 2007, this is really a
| | 00:18 | publishing mechanism.
| | 00:19 | It's not about getting people to
work together on Visio diagrams.
| | 00:23 | We could do that already with regular
document libraries, but let me show you what I mean.
| | 00:27 | Now in SharePoint 2010, you'll see
the word, Visio, used in a couple
| | 00:31 | of different places.
| | 00:32 | When you create a new site, for example,
you're going to see that one of the new
| | 00:36 | site templates is called a
Visio Process Repository.
| | 00:40 | We don't have to use this site.
| | 00:41 | This is just an example.
| | 00:43 | If you were to work with lots of Visio
diagrams, you might want to take a look at it.
| | 00:47 | In fact, I have a Visio Process
Repository created right here, and really the
| | 00:52 | key difference is it has a document
library called Process Diagrams that's been
| | 00:57 | preconfigured with a few
default templates in it.
| | 01:00 | It's got multiple content types.
| | 01:02 | So that we have a Basic Flowchart
and a BPMN Diagram that kind of thing.
| | 01:07 | Choosing any of these options will allow
us to open it up in Visio 2010,and you
| | 01:11 | do need either the Professional or the
Premium edition and you can then start
| | 01:16 | creating the diagram the way you always would.
| | 01:27 | When it comes time to save this, I can just
close down Visio, and say that I want to save.
| | 01:33 | It should automatically
create it into that library.
| | 01:36 | This library does have check in and
check out required, so we do have to check it
| | 01:40 | in if we want to use this and it's now uploaded.
| | 01:44 | Now if you are looking at this,
thinking, "well, I could've done that with the
| | 01:48 | regular document library," you'd be
absolutely correct but there is a new
| | 01:51 | feature we can use.
| | 01:53 | I am going to go back into Visio and I
am just going to open a simple diagram
| | 02:02 | that I had already created.
| | 02:03 | Now, what I'm trying to do here
is I want other people to see it.
| | 02:08 | I don't want them necessarily to work on it.
| | 02:10 | I am trying to publish this Visio
diagram and make it visible by a lot of other
| | 02:15 | people, and here's what I
can do with this version.
| | 02:18 | I am going to my File menu where I
have got the usual Save and Save As
| | 02:22 | suspects, but I also have a section
called Save & Send which itself has a choice.
| | 02:27 | Save to SharePoint.
| | 02:28 | That will have some of the recent
locations that I have opened up in the
| | 02:31 | different Office programs, although I
could also browse for location myself.
| | 02:36 | I am going to save it into that
Processes folder in my Visio Process Repository.
| | 02:42 | Here's the important piece. That I have
a choice here of how to save this.
| | 02:46 | Do I want to save it as a
Drawing or as a Web Drawing?
| | 02:50 | What's the difference?
| | 02:51 | The Drawing is the normal Visio VSD file format.
| | 02:55 | The Web Drawing is a new format of VDW
specifically designed for using Visio and
| | 03:01 | SharePoint together.
| | 03:02 | I am going to choose that one and hit Save As.
| | 03:05 | We actually get the normal Save As
window that's going to open here and I can
| | 03:10 | see that it says I'm saving as a Web Drawing.
| | 03:13 | If I chosen Drawing, I wouldn't get an
Options button but as I have chosen Web
| | 03:17 | Drawing, I have this extra button here.
| | 03:20 | I don't have to click this.
| | 03:22 | What this allows us to do is if we
have a complex Visio diagram with multiple
| | 03:26 | pages and data sources, we can actually
choose which parts of this diagram are
| | 03:31 | available for other people to see.
| | 03:33 | I've got a fairly simple diagram, so
I don't need to change anything there.
| | 03:36 | I am going to hit Save.
| | 03:37 | It's going to do a little bit of
conversion work on that, but the big benefit of
| | 03:44 | being able to save this as a VDW or a
Visio Web Drawing, is that we can then
| | 03:49 | directly open this up using the browser.
| | 03:53 | Now for me that might not be a
big deal. I have Visio 2010.
| | 03:57 | I can just open it up in Visio,
but the big deal is for other people.
| | 04:01 | They could then go to this Process
Diagram Library, select this file, they don't
| | 04:07 | even have to have Visio, and
it will open up in the browser.
| | 04:11 | If they have Silverlight installed,
they'll have a very quick zoomable way of
| | 04:14 | looking at this diagram.
| | 04:16 | If not, they will just see a PNG
version of the diagram, but it will work
| | 04:19 | in Internet Explorer.
| | 04:20 | It will work in Firefox.
| | 04:23 | It will work in Safari.
| | 04:24 | Now one of the great things too, is if
in Visio, you do a lot of data-driven
| | 04:29 | diagrams that has used the Data part of
the Ribbon and you'll link your diagram
| | 04:34 | to some behind-the-scenes
data, you can do that too.
| | 04:37 | As you can see here, if I am using
Visio to link to data, my choices are Excel
| | 04:42 | workbook, Access database, even
SharePoint Foundation list, so I could connect
| | 04:46 | this to a list on an existing SharePoint site.
| | 04:49 | When that's published as this Web
Drawing, every time it's viewed it will
| | 04:54 | actually refresh that data, so we'll
be showing the latest version of the
| | 04:58 | diagram from the latest version of the data.
| | 05:01 | It's very different from just saving
off the Visio as a graphic, for example.
| | 05:05 | This is dynamic and very reactive.
| | 05:08 | If you are connecting to data, it's
possible that your administrator may have
| | 05:12 | to do a little bit of configuration to
make sure that it's trusting the correct
| | 05:16 | locations that you're drawing your data from,
but it's a fairly straightforward process.
| | 05:22 | So if your requirement is that you
want people to work and collaborate on a
| | 05:25 | Visio document, well, you have been
able to do that all along with SharePoint.
| | 05:28 | That's just a normal document library.
| | 05:31 | Visio Services is a
publishing and a sharing mechanism.
| | 05:35 | We are not inviting
people to change this diagram.
| | 05:38 | We're allowing them to see it, and we
are allowing them to see it with the
| | 05:41 | freshest version of the data.
| | Collapse this transcript |
| Exploring Business Intelligence in SharePoint 2010| 00:00 | In SharePoint Server 2010 Enterprise,
we have a major new feature called
| | 00:04 | PerformancePoint Services.
| | 00:06 | This is often used together with
the site template called the Business
| | 00:09 | Intelligence Center.
| | 00:11 | PerformancePoint was previously a
completely separate product to SharePoint.
| | 00:15 | It was a Microsoft product that had
both its own server component and its own
| | 00:19 | desktop application, and was
targeted at business analysis and business
| | 00:23 | intelligence, to anyone who wanted to
bring together immense amounts of data
| | 00:27 | from SQL Server or SQL Server Analysis
Services and better understand that data
| | 00:32 | by looking at it visually.
| | 00:34 | But in SharePoint Sever 2007 we had
some of that too with the site template
| | 00:38 | called the Report Center.
| | 00:39 | So what's happened in this version
is they've brought that all together.
| | 00:44 | We have the Business Intelligence Center
site, which is kind of the next version
| | 00:48 | of the Report Center, and they've
integrated in PerformancePoint with it.
| | 00:52 | Now, when you create a new Business
Intelligence Center, you get the site that
| | 00:55 | I'm looking at right now.
| | 00:57 | The homepage of it has sections you
can mouse over to be introduced to the
| | 01:00 | basic idea of what you can do with the
Business Intelligence Center, work with
| | 01:04 | SharePoint Status Lists, PerformancePoint
Services, Excel Services, and create Dashboards.
| | 01:11 | A dashboard in SharePoint is kind of like a
dashboard in a car or a dashboard in a plane.
| | 01:16 | It's a way that you can quickly glance
at an immense amount of information and
| | 01:20 | see what's going on and is it good or bad.
| | 01:24 | In a car, it might be RPM and
the oil level and the fuel level.
| | 01:28 | In SharePoint you might be looking at
weekly sales and outstanding customer
| | 01:33 | service issues and bug reports.
| | 01:36 | Now, in this Business
Intelligence Center, we don't have to
| | 01:38 | use PerformancePoint.
| | 01:39 | In fact, the simplest way of getting
that kind of visual information is using
| | 01:43 | something called the SharePoint Status List.
| | 01:45 | If I click on the link to view the samples,
what we're seeing is these sample indicators.
| | 01:51 | These are Status Lists.
| | 01:52 | They used to be called KPIs,
Key Performance Indicators.
| | 01:55 | In fact, you'll still see the term Key
Performance Indicator used in a lot of
| | 02:00 | different places in SharePoint.
| | 02:01 | We also have something called the Chart Web
Part, which as you can see show some charts here.
| | 02:07 | We can actually select and connect this to data.
| | 02:09 | We can customize it and even get a 3D
look, if that's what we're looking for.
| | 02:14 | This chart could be connected to SharePoint
lists, to other Web Parts, to Excel Services.
| | 02:19 | Back on the homepage, I am going to
connect to the section that says about
| | 02:23 | Creating Scorecards with
PerformancePoint Services.
| | 02:26 | Let's take a look at this.
| | 02:28 | When I first heard that
PerformancePoint was going to be included in the next
| | 02:31 | version of SharePoint, I was curious
how they were going to replace the desktop
| | 02:35 | application that it used to use.
| | 02:37 | I couldn't see how you could build
these complex dashboards using a browser,
| | 02:41 | and indeed you can't.
| | 02:43 | So what happens is when you create a
Business Intelligence site and go to this
| | 02:47 | page for the first time, it gives you
a button to say Run Dashboard Designer.
| | 02:52 | This is a Windows application and when
I click this button, it's actually going
| | 02:56 | to push back this program to me.
| | 02:58 | Now, I have used it before,
so I already have it installed.
| | 03:01 | But if I didn't, it would actually
run the install right now and open up
| | 03:05 | Dashboard Designer as a separate
application for the first time.
| | 03:09 | In Dashboard Designer, you really
do a couple of different things.
| | 03:13 | You define data connections, which is
you say where is the data coming from that
| | 03:18 | I want to know about.
| | 03:19 | I've got a couple of
simple things created right now.
| | 03:22 | But if I were to create a new one,
I'd select Data Connections, select the
| | 03:26 | Create Ribbon, and say I want a new data source.
| | 03:29 | It's going to ask me, what is this,
Analysis Services, Excel Services, another
| | 03:33 | SharePoint list, SQL Server table?
| | 03:36 | There's a lot of different things we
can connect to, and this really does
| | 03:38 | support the idea of significant complexity.
| | 03:41 | I am going to cancel out of this,
because the idea is once that's defined, you
| | 03:46 | then start creating what's
called PerformancePoint content.
| | 03:49 | Now, if you have used SharePoint
2007's Report Center, we created dashboards
| | 03:54 | there too, and we created
them kind of from the top-down.
| | 03:57 | We created a Dashboard page and
then added elements to that page.
| | 04:01 | This way round we kind of go from the bottom-up.
| | 04:04 | Before creating these dashboards, we
actually start defining all the little
| | 04:07 | pieces of data that we want to use.
| | 04:10 | If I've defined a connection to say
Analysis Services, I'll have things like
| | 04:14 | Analytic Charts and Analytic Grids I can use.
| | 04:17 | I can also create what are called
Strategy Maps, which are connected to
| | 04:20 | Visio 2007 or later.
| | 04:23 | But if I am going from a simple example,
what I can start doing is little tiny
| | 04:27 | indicators, little pieces of data
that I want to be interested in.
| | 04:31 | Here we see we've got an option to
create what's called a KPI or a Key
| | 04:34 | Performance Indicator.
| | 04:37 | Creating a KPI really means that
you're giving it a couple of different
| | 04:40 | pieces of data here.
| | 04:42 | The KPI doesn't just want to know
what's the data it's meant to show.
| | 04:46 | It's trying to show whether
this is good or bad or not.
| | 04:49 | So you have both the actual row and the target.
| | 04:52 | The target can be configured as saying
whether this number is in a good range,
| | 04:55 | in a bad range, or somewhere in the middle.
| | 04:57 | Now, I've defined a very simple KPI
here for Order Quantity, where I have said
| | 05:03 | that my target is a fixed value of 4000,
and I'm mapping it to a little piece of
| | 05:07 | data called Quantity in one of my data sources.
| | 05:10 | So I'm kind of going from the bottom-up here.
| | 05:13 | I've defined this individual one KPI.
| | 05:16 | The next thing I've done is create a
scorecard and the scorecard itself has the
| | 05:22 | idea of aggregating together
KPIs and metrics and properties.
| | 05:27 | When you have the scorecard, you can then
start to create what's called your dashboards.
| | 05:32 | Now, you can even make new dashboards,
and these are the kind of connection
| | 05:36 | between here and SharePoint.
| | 05:37 | You are really defining pages.
| | 05:40 | This could be just one big empty zone
that you put your scorecards in, or you
| | 05:43 | could have 3 rows or 3 columns or a
header and 2 columns. It's up to you.
| | 05:48 | So I have this dashboard design and I
just have my scorecard on it, because it
| | 05:52 | will show up this draggable, droppable content.
| | 05:54 | Obviously, as you can see, there is a
whole amount of very complex information
| | 05:59 | that we can do with it.
| | 05:59 | But the idea is that once we have our
dashboard created with the scorecards and
| | 06:04 | the KPIs and the filters that we want,
we can actually right click our dashboard
| | 06:09 | and say Deploy To SharePoint.
| | 06:10 | Now, this is about as
simple as you could possibly get.
| | 06:13 | But this idea now is in our
Business Intelligence site we have our first
| | 06:17 | Dashboard showing a scorecard with a KPI in it.
| | 06:21 | If my organization was based upon the
fact that I had one number to look at
| | 06:25 | and I couldn't remember what that was, whether
it was good or bad, I would be in deep trouble.
| | 06:30 | The benefit and the idea of dashboards
and KPIs and scorecards and charts is
| | 06:36 | that you can have pages with dozens or
even hundreds of numbers that you can
| | 06:40 | quickly glance at to see a dynamic view
of whether these numbers are good or bad
| | 06:45 | and allowing you to drill down into them.
| | 06:47 | Using filters, we can also break down
things like not only show me the overall
| | 06:52 | sales of the company, but show me
the sales by region or by individual.
| | 06:57 | This is the idea of what you
start to build out in the Business
| | 07:00 | Intelligence Center.
| | 07:01 | Now, like many other pieces of
SharePoint Server, this of course could
| | 07:05 | effectively be its own course.
| | 07:07 | It's a very significant subject
and you could spend a long, long time
| | 07:11 | learning how to both use the Business
Intelligence Center well and to use the
| | 07:15 | Dashboard Designer.
| | 07:16 | But hopefully this has given you a
good introduction to the site templates,
| | 07:20 | the different components of it, and
where you'd go if you wanted to explore
| | 07:23 | this further.
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ConclusionGoodbye| 00:00 | Thanks for joining us for the
SharePoint 2010 New Features course.
| | 00:04 | In the last couple of hours we've
covered the changes and the main additions in
| | 00:08 | this version of SharePoint.
| | 00:10 | You should now be able to comfortably
take your SharePoint skills and put them
| | 00:13 | to work in this new version.
| | 00:15 | As you've seen, some of the new
features are big enough that you could spend
| | 00:18 | months working with them.
| | 00:20 | If you want to, you now know the
areas you could start to explore.
| | 00:24 | Good luck working with SharePoint 2010!
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