SharePoint 2013 on Demand

Steve Johnson has written more than 80 books on a variety of computer software, including Adobe Photoshop CC, Adobe InDesign CC, Adobe Illustrator CC, Adobe Dreamweaver CS6, Adobe Edge Animate, Adobe Flash Professional CS5, Microsoft Windows 8, Microsoft Office 2013 and 2010, Microsoft Office 2008 for the Macintosh, and Apple OS X Mountain Lion. In 1991, after working for Apple Computer and Microsoft, Steve founded Perspection, Inc., which writes and produces software training. When he is not staying up late writing, he enjoys coaching baseball, playing golf, gardening, and spending time with his wife, Holly, and three children, JP, Brett, and Hannah. Steve and his family live in Northern California, but can also be found visiting family all over the western United States.

Introduction xv

1  Getting Started with SharePoint 1

Introducing SharePoint 2

Understanding How SharePoint Works 3  New!

Preparing to Use SharePoint 4

Using SharePoint or Office 365 Sites 6  New!

Accessing SharePoint 8  New!

Viewing the SharePoint Window 10  New!

Getting Around SharePoint 12

Using the SharePoint Ribbon 13

Choosing SharePoint Commands 14  New!

Viewing and Editing SharePoint Settings 15

View and Edit Your Profile 16  New!

Getting Help While You Work 18

Exiting SharePoint 20

2  Touring a SharePoint Site 21

Exploring SharePoint Sites 22  New!

Opening a SharePoint Site 24

Touring a Team Site 26

Touring a Public Website 28

Touring SkyDrive 30  New!

Touring Newsfeed 32  New!

Touring People Contacts    34

Touring Calendar 36

Touring Outlook Email 38

Touring Admin Settings 40

3  Creating a SharePoint Site 43

Creating a SharePoint Site 44  New!

Viewing a Site Window 46

Getting Around a Site 48

Viewing Site Content 50

Changing a Site Title and Logo 52

Changing the Look of a Site 53  New!

Changing Language and Regional Settings 54

Changing and Creating Navigation Links 56

Using Navigation Aids 58

Searching for Site Content 60  New!

Opening or Adding Site Pages 62

Working with Site Pages 64

Viewing a Site Hierarchy 66

Managing Site Features 67

Exploring Site Features 68

Sharing a Site 70  New!

Saving a Site as a Template 71

Deleting a SharePoint Site 72

Using Site Closure and Deletion Settings 74

4  Working with Apps 75

Exploring SharePoint Apps 76  New!

Viewing Your Apps 78  New!

Adding Apps 80  New!

Removing Apps 82  New!

Opening Apps 84  New!

Viewing and Finding App Content 86  New!

Adding App Content 87  New!

Working with App Content 88  New!

Changing App Settings 90  New!

Changing App Advanced Settings 92  New!

5  Working with Lists and Libraries 95

Creating Lists and Libraries 96

Creating Custom Lists 98

Importing a Spreadsheet in a List 99

Creating External Lists 100

Deleting and Restoring Lists and Libraries 102

Adding and Editing List Items 104  New!

Deleting and Restoring List Items 106

Viewing and Creating Site Columns 108

Creating Columns 110

Editing and Deleting Columns 112

Sorting and Filtering Columns 114

Adding Validation Rules 116

Setting Versioning Options 118

Organizing Items with Folders 120

Creating, Modifying, and Selecting Views 122

Sorting and Filtering Views 124

Customizing Views 126

6  Working with Documents 129

Creating a Document Library 130

Viewing a Document Library 132

Uploading Documents 134  New!

Creating New Documents 136

Creating Document Sets 138

Selecting Documents 140

Finding Documents 141

Moving Documents into Folders 142

Moving Document to Other Locations 144

Deleting and Restoring Documents 146

Viewing or Changing Document Properties    148

Checking Documents In and Out 150

Publishing and Approving Documents 152

Editing Documents 154

Managing Document Versions 155

Sharing Documents 156  New!

Downloading Documents 158

7  Working with SkyDrive Documents 159

Accessing SkyDrive Documents 160  New!

Syncing SkyDrive Documents 162  New!

Changing SkyDrive Sync Options 164  New!

Sharing SkyDrive Documents 166  New!

Managing SkyDrive Document Versions 167  New!

Following SkyDrive Documents 168  New!

8  Working with Office Documents 171

Using SharePoint with Office 172  New!

Connecting Office to SharePoint 174  New!

Managing Connections to Office 176  New!

Connecting Calendars or Email to Outlook 178

Exporting List Data to Excel 180  New!

Exporting or Linking List Data to Access 182

Connecting Tasks List Data to Project 183  New!

Saving and Opening Office Documents on SharePoint 184  New!

Comparing the Office Desktop App to the Web App 186  New!

Working with Office Web Apps 188  New!

Saving or Printing in Office Web Apps 190  New!

Co-authoring Documents with Office Web Apps 192  New!

Blocking Co-authoring Documents 194  New!

9  Working with Media Assets 195

Creating an Asset Library 196  New!

Viewing an Asset Library 197

Uploading Media Files 198  New!

Adding Keywords to Media Files 200

Changing Media Properties 202  New!

Capturing a Video Thumbnail 204  New!

Previewing a Video 205  New!

Inserting Video and Audio to a Page 206  New!

Inserting Pictures to a Page 208

Inserting Links to a Page 210

Inserting Embed Code to a Page 212  New!

Inserting Tables to a Page 213

10  Working with Web and App Parts 215

Exploring Web and App Parts 216  New!

Viewing and Editing the Web Part Gallery 220

Adding Web Parts to a Page 222

Personalizing a Page with Web Parts 224

Adding App Parts to a Page 226  New!

Connecting Web or App Parts 227  New!

Changing Web or App Part Properties 228  New!

Deleting Web or App Parts 230  New!

Minimizing Web or App Parts 231  New!

Uploading Web Parts 232

Exporting Web Parts 234

11  Working with Projects Tasks 235

Creating a Project Site 236  New!

Creating a Tasks List 238

Viewing a Tasks List 239  New!

Creating Tasks 240  New!

Adding Tasks to the Timeline 242  New!

Viewing Tasks 244  New!

Editing Tasks 246

Managing Tasks 248

Creating a Calendar 250

Scheduling Calendar Events 252

Tracking Issues    254

Creating a Contacts List 256

Automating Tasks with Workflows 258

Creating Workflows 259

Starting Workflows 260

Changing Workflow Settings 261

Checking Workflow Status 262

Using SharePoint Designer or Visio 264  New!

12  Collaborating and Sharing Information 265

Creating a Blog Site 266  New!

Using the Personal Blog Site 267

Customizing a Blog Site 268

Creating Blog Posts 269

Managing Blog Posts 270

Posting Blog Comments 271

Creating a Community Site 272  New!

Adding Users to a Community Site 273

Creating and Assigning Badges 274  New!

Tracking Reputation Ratings 276  New!

Creating a Discussion Board 278

Creating Discussions 279

Participating in Discussions 280

Creating and Making Announcements 282

Creating a Survey 284

Taking a Survey 286

13  Keeping Connected 287

Opening My Personal Site 288  New!

Using My Personal Site 290

Getting Social with Newsfeed 292  New!

Changing Newsfeed Settings 294  New!

Finding and Following People 296  New!

Mentioning People 298  New!

Adding and Tracking Tags 300  New!

Adding and Tracking Notes 302

Creating and Managing Alerts 304

Connecting to RSS Feeds 306

Emailing Links 308

Working on Mobile Devices 309

14  Working with Websites 311

Creating a Publishing Site 312  New!

Making a Home Page 313

Opening Pages 314

Working with Master Pages 315

Adding Pages 316

Adding Page Content 318

Changing Page Properties 320

Previewing and Publishing Pages 322

Creating a Public Site 323

Changing the Public Site Domain 324

Viewing the Public Site 325

Changing Public Site Design 326

Changing Public Site Elements 328

Editing Public Site Pages 330

Publishing Public Site Pages 331

Making the Public Site Online 332

15  Changing Security and Search Settings 333

Working with Permissions 334

Viewing Site Permissions 335

Adding Users to Groups 336

Creating a Group 337

Granting Permissions 338

Stoping Permission Inheritance 340

Editing Permissions 342

Checking Permissions 343

Removing Permissions 344

Using a Search Center 346  New!

Creating a Search Center 347  New!

Searching from a Search Center 348  New!

Refining Searches 350  New!

Performing Advanced Searches 351

Setting Search Preferences 352

Creating Search Alerts 353

Associate a Search Center to a Site 354

16  Creating Access Web Apps for SharePoint 355

Creating a Web App 356  New!

Opening a Web App 358  New!

Adding Tables and Data to a Web App 360  New!

Viewing and Editing Data in a Web App 362  New!

Creating a View in a Web App 364  New!

Modifying a Web App 366  New!

Changing Properties in a Web App 368  New!

Creating Actions in a Web App 370  New!

Creating Database Objects in a Web App 372  New!

Using the Navigation Pane with Web Apps 373  New!

Launching a Web App in a Web Browser 374  New!

Packaging a Web App 376  New!

Uploading a Web App to SharePoint 377  New!

New Features 379  New!

Index 385