Start learning with our library of video tutorials taught by experts. Get started

SharePoint 2010 Essential Training
Illustration by

Creating a Document Workspace


From:

SharePoint 2010 Essential Training

with Simon Allardice

Video: Creating a Document Workspace

So if you want a Document Workspace, how do you get it? Well, you'll need a couple of things here. One and most importantly, you'll need the right permission. To create a Document Workspace, you need to have the ability to create a site inside SharePoint. The thing to be careful here is you may have that ability in one part of SharePoint, but not in another part. Well, how can you tell? It's actually very simple. Go into an existing SharePoint site. Find the Site Actions menu. And if you have the ability here to create a new site, meaning you have the option New Site under Site Actions, then you can probably do it.
Expand all | Collapse all
  1. 1m 16s
    1. Welcome
      1m 16s
  2. 16m 34s
    1. What is SharePoint?
      8m 9s
    2. SharePoint roles
      2m 5s
    3. Accessing SharePoint
      4m 48s
    4. The SharePoint product line
      1m 32s
  3. 44m 55s
    1. What is a team site?
      2m 43s
    2. Navigating a team site
      9m 41s
    3. Using team site lists and libraries
      11m 38s
    4. Editing the home page
      9m 31s
    5. Adding a Web Part
      6m 19s
    6. Deleting a Web Part
      5m 3s
  4. 10m 53s
    1. What is a Document Workspace?
      4m 2s
    2. Creating a Document Workspace
      4m 3s
    3. Deleting a Document Workspace
      2m 48s
  5. 6m 3s
    1. What is a Meeting Workspace?
      2m 7s
    2. Creating a Meeting Workspace
      2m 40s
    3. Deleting a Meeting Workspace
      1m 16s
  6. 36m 3s
    1. Exploring the available lists
      5m 30s
    2. Creating a custom list
      8m 44s
    3. Creating a custom view
      6m 43s
    4. Working with libraries
      6m 18s
    5. Using versioning and Check In/Check Out
      8m 48s
  7. 45m 55s
    1. SharePoint and Word
      6m 6s
    2. SharePoint and Outlook
      7m 38s
    3. SharePoint and Excel
      3m 54s
    4. SharePoint and Access
      2m 58s
    5. SharePoint and InfoPath
      11m 42s
    6. SharePoint and PowerPoint
      3m 46s
    7. SharePoint and Visio
      6m 20s
    8. Using SharePoint Workspace
      3m 31s
  8. 32m 8s
    1. What is a site collection?
      3m 56s
    2. Creating a site collection
      6m 35s
    3. Creating a new site
      6m 29s
    4. Customizing a site
      7m 47s
    5. Creating a site template
      7m 21s
  9. 13m 53s
    1. Understanding permissions
      3m 33s
    2. Adding a user to a site
      5m 14s
    3. Deleting a user from a site
      1m 39s
    4. Creating a new security group
      3m 27s
  10. 31m 54s
    1. Using out-of-the-box workflows
      11m 1s
    2. Creating your own workflows with SharePoint Designer
      15m 20s
    3. Creating your own workflows with Visio
      5m 33s
  11. 40m 36s
    1. Using site templates
      5m 49s
    2. Using the web content management features
      10m 40s
    3. Using master pages
      3m 37s
    4. Creating an Enterprise Wiki
      7m 14s
    5. Sharing an Access database with Access Services
      7m 19s
    6. Working with rich media
      5m 57s
  12. 53m 9s
    1. Managing documents and records
      3m 0s
    2. What are content types?
      4m 22s
    3. Creating a content type
      11m 30s
    4. What are document sets?
      2m 12s
    5. Creating document sets
      7m 49s
    6. Creating a Document Center
      4m 37s
    7. Creating a Record Center
      8m 25s
    8. Defining information management policy
      11m 14s
  13. 15m 42s
    1. Using personal and social features
      7m 28s
    2. Creating a SharePoint blog
      2m 48s
    3. Personalizing SharePoint with tags and notes
      5m 26s
  14. 21m 22s
    1. Searching in SharePoint
      4m 26s
    2. Creating a Search Center
      8m 4s
    3. Customizing Search with keywords
      3m 30s
    4. Customizing Search with scopes
      5m 22s
  15. 47m 18s
    1. Using Excel Services
      10m 12s
    2. Creating a Business Intelligence Center
      3m 5s
    3. Using PerformancePoint Services
      12m 3s
    4. Using status indicators
      8m 10s
    5. Using the Chart Web Parts
      6m 33s
    6. Using Business Connectivity Services (BCS)
      7m 15s
  16. 1m 3s
    1. Goodbye
      1m 3s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
please wait ...
SharePoint 2010 Essential Training
6h 58m Beginner Jun 24, 2010

Viewers: in countries Watching now:

In SharePoint 2010 Essential Training, author Simon Allardice demonstrates the full feature set in SharePoint 2010 and the necessary skills to be a SharePoint site administrator. The course shows how to use SharePoint, create sites and site collections, and plan and design sites and portals. It also covers Office integration, security and permissions, and advanced features such as document management and business intelligence.

Topics include:
  • Understanding a SharePoint team site
  • Navigating lists and libraries
  • Creating Document Workspaces
  • Using versioning and check-in/check-out
  • Integrating with Office 2010 applications
  • Adding and deleting users
  • Creating workflows
  • Working with server site templates
  • Creating a wiki and a blog
  • Working with rich media
  • Managing documents and other content
  • Sharing information with charts and status indicators
Subjects:
Business Collaboration
Software:
SharePoint
Author:
Simon Allardice

Creating a Document Workspace

So if you want a Document Workspace, how do you get it? Well, you'll need a couple of things here. One and most importantly, you'll need the right permission. To create a Document Workspace, you need to have the ability to create a site inside SharePoint. The thing to be careful here is you may have that ability in one part of SharePoint, but not in another part. Well, how can you tell? It's actually very simple. Go into an existing SharePoint site. Find the Site Actions menu. And if you have the ability here to create a new site, meaning you have the option New Site under Site Actions, then you can probably do it.

If you don't have that option, well, you need to check with someone who can control those permissions. Typically, find someone who's got one permission level higher than you and they may be able to grab that for you. Now right now if I talk about creating a Document Workspace, and I am talking about making a SharePoint Site, remember a workspace is a site in SharePoint. At this point I have to be in an existing SharePoint Site. And we will talk about where that first SharePoint site comes from a little later on. But I am in, in this case, a simple team site.

I am going to click Site Actions > New Site. And this opens up an option here. Now you may actually have a slightly different look to this. This is the old-school classic SharePoint site creation page. If you have Silverlight installed, you may see a slightly different page. And I'll show you that in a little while. So it's asking me here, give it a title. What do you want this to be called? Well, if it's a Document Workspace, you'd probably want to call it based on whatever the document is that you are creating. So it might be something like the Business Plan for Olivio Restaurant.

You can give it a description. That's optional. The URL name. Well, what you'll see here will be based on where you were when you said I want to make a new site. And in fact, this is the URL of the site I was in, ldcsharepoint.com/sites/classic. And I might just put under here, I have to type something, so let's say Olivio. You could put a space in this bar here. I typically don't. I like to leave it lowercased. That's definitely just a personal bias here. I don't like to use spaces, even though you can, because they'll look a little weird in the URL address bar.

They have turn into percent to zero signs. So I tend to leave it just simple. And then down here we have Select a template. This is why I talk about team sites first, because the team site is the default site creation in SharePoint. That's not the one I want. I could say Blank Site, but I am going to say Document Workspace. And it even gives me a description. A site for colleagues to work together on a document. It gives me a document library, a task list and a links list, okay, that will do. Then below this I have the option for User Permissions.

What do I want to do? Use the same permissions as the parent site? So if I was a reader of the parent site, I'll be a reader of this Document Workspace. If I was a contributor on the parent site, I'll be a contributor on the workspace. If I was an owner meeting, meaning I had all permissions on the parent site, I'll have all permissions here. I'm going to leave all those options as default. So really all I've done here is give it a title, given it a little bit of a URL based on what the existing one was, select the Document Workspace template, come all the way down and click Create. Bang! We have a new Document Workspace created.

And that's the intention. Like any other SharePoint Site, Document Workspaces are easy to make and easy to use. It's been created here with the default lists in libraries, Shared Documents, Announcements, Tasks and Links. I can customize this if I find this useful. More typically you'll find Document Workspaces don't have an awfully long lifespan. So when you're done with them, you probably just end up getting rid of this entire workspace. And then make another one for another project.

Find answers to the most frequently asked questions about SharePoint 2010 Essential Training.


Expand all | Collapse all
please wait ...
Q: In the "Adding a user to a site" movie, the instructor shows how to add a user to SharePoint and demonstrates by adding a user named “gini.” But gini is already set up and recognized by SharePoint. What if I have no users set yet? How can I add someone?
A: SharePoint doesn't store a separate user database; it wants to be pointed to an existing source of users, like Active Directory. If you don't have that, you need to first add your new users as local accounts on the Windows box you installed SharePoint on. Only then will you be able to give them permission on a SharePoint site.
 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

join now Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed SharePoint 2010 Essential Training.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Notes cannot be added for locked videos.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.