Search
- Introducing Search Center
Use the Search Center capability to search Enterprise data in your environment
- Create a Custom Search site
Use the web parts that come with MOSS to create custom search and result pages to customize and enhance the search experience for the end user
Security
- Security Overview
There are various levels of security that can be implemented in a SharePoint deployment. Content can be secured at the site, list, library, folder or at the item level.
- Working with SharePoint Security Groups
The built in SharePoint security groups are explored in this video - Owners, Members, Visitors and Viewers. It is shown how the user experience changes when you add them to one or more of these groups. Also, some best practice guidance is provided to help you get started with these groups.
- Adding Users to a Site
Security in SharePoint is a necessity. Learn how to add users to SharePoint sites
- Item level Security
Granular security at the Item level is new in SharePoint 2007. Learn how to secure items or folders within lists and libraries in SharePoint
- Managing Permission Levels
A Permission Level can be thought of as a security role (such as Contribute, Design, Read). Users or SharePoint Groups are assigned to a security role to give them access to that security level. Permission levels are defined at the top level site of a site collection.
- Checking Permissions for a User
An end user or an active directory group can be given a variety of permissions within a site collection. There is an easy way to check those permissions from the Site Permissions page.
- Configure Managed Accounts
When a SharePoint web application or a service application is created, a managed account is required to be configured to run the application pool for the service application or the web application. These managed accounts can be configured ahead of time. Watch this video to see how the process works.
- Managing the Farm Administrators Group
SharePoint Farm Administrators can manage all of the services, configurations and settings at the Central Administration level. Anyone added to the farm administrators security group is provided these abilities. This video shows how to add people or groups from Active Directory to the farm administrators group.
- Configuring Service Accounts for Web Applications and Services
Services and web applications in the farm are configured when created/started to use an account. For web applications and service applications, these are linked to an application pool. There is a way to change service accounts as needed after a web application is created or a service is started. This video shows you how to do that.
SharePoint Designer
- Create a SharePoint Site using SharePoint Designer
Learn how to create SharePoint Sites using SharePoint Designer. Also, this video shows how to create an Empty Web Site - site without a SharePoint Template applied to it and then letting the end user apply the template through the browser.
- Customize List View Web Parts using SharePoint Designer
List View web parts (LVWP) are used to show list data on SharePoint site pages. These can be customized using the browser or through SharePoint Designer. SharePoint Designer customizations to List View Web Parts are far more powerful than doing it through the browser. This video shows how you can thoroughly customize a LVWP to implement a customized view, searching capability and connecting one LVWP to another one on a different page.
- Automate Business Processes using InfoPath forms and SharePoint Designer Workflows
In this video, a Microsoft Word form is first converted to an InfoPath form then the InfoPath form is enhanced with Validation, Conditional Formatting and Rules to fetch data from a SharePoint list. Subsequently, the form is published to the Forms Server in SharePoint. Lastly, a workflow is created using SharePoint Designer to automate the processing of the form.
- SharePoint Designer Overview
SharePoint Designer can be used in a WSS or MOSS environment to perform robust customizations to look and feel, and content for the site. This video provides an overview to Microsoft Office SharePoint Designer 2007.
- Introduction to SharePoint Designer Workflows
This video provides an explanation as to when SharePoint Designer workflows should be used and then it demonstrates creating a workflow in SharePoint Designer.
- Report on SharePoint List data using Data View Web Part
SharePoint Designer comes with a powerful web part called Data View. Use Data View to show list data from a SharePoint site. Also shown is how to connect multiple lists to create a data management solution.
- Backup and Restore Sites using SharePoint Designer
This video shows how entire SharePoint Sites can be backed up from one location and then restored at another location using SharePoint Designer 2007.
- Content Management using Data View Web Part
Use Data View web part to fetch data from various sources. Not just that, but also see how you can write back data to its original source using the Data Form functionality within this web part.
- Creating Powerful Workflows using SharePoint Designer 2007
SharePoint Designer comes with the facility to create really powerful workflows using the Workflow Designer utility. This video shows how to create Workflows on any list or library in your site.
- Customizing List View Form pages
Views of Lists that come out of the box are limited in nature. This video shows how the Data View web part in SharePoint Designer can be used to customize List View pages.
- Manage and manipulate List data using Data View in SharePoint Designer
Use the Data View web part in SharePoint Designer to manage multiple list content. Connecting information from one list to another, passing parameters, editing data back in the list and more is covered in this video.
- Creating a Quote of the Day web part using Data View
This video shows how the Data View web part in SharePoint Designer can be used to create a Quote of the Day web part that can be driven off automatically using a list on the SharePoint site.
- Create a Powerful SharePoint Designer Workflow - Part 1
Resource Provisioning Process workflow - created using SharePoint Designer Workflow and an InfoPath form published to a form library. Part 1 - Attach the workflow to the Form Library and collect data from users
- Customer Order Management Application using Data View in SharePoint Designer
Use the Data View web part in SharePoint Designer to manage multiple list content. Connecting information from one list to another, passing parameters, editing data back in the list and more is covered in this video.
- Create a Powerful SharePoint Designer Workflow - Part 2
Resource Provisioning Process workflow - created using SharePoint Designer Workflow and an InfoPath form published to a form library. Part 2 - Change Resource Provisioning request status in the Workflow depending on data collected from a Manager.
- Delete a SharePoint Site using SharePoint Designer
This screencast shows how you can delete a SharePoint site within SharePoint Designer. It also points out some limitations and the type of sites you cannot delete with SharePoint Designer.
- Show Quick Launch bar on pages using SharePoint Designer
Web Part pages do not show the Quick Launch bar by default. This can be really confusing to end users who are used to the convenience of navigating using the Quick Launch bar. You can use SharePoint Designer to override this setting and show the Quick Launch bar on a Web Part page.
- Create a Powerful SharePoint Designer Workflow - Part 3
Resource Provisioning Process workflow - created using SharePoint Designer Workflow and an InfoPath form published to a form library. Part 3 - In the SPD workflow, create items in a list and assign Resource Provisioning tasks to the resource manager
- Connect to data in your Database using Data View
In this video, Data View web part (which comes with SharePoint Designer) is used to fetch data from Database tables. The data is then formatted using conditional formatting. Web Part connections are created from one web part to another to create a parent/child relationship of the information. Even more importantly, in this screencast, it is shown how you can even edit your data in your database using the Data View web part. Lastly, a Master Page is attached to the pages to give them the site's look and feel. This is all done without coding!
- Create and Manage Web Part Zones using SharePoint Designer
Properties of existing Web Part zones can be managed and new Web Part zones can be created using SharePoint Designer. This video shows how you change the orientation of web parts in a zone and how you can lock down various properties of web part zones.
- Create a Powerful SharePoint Designer Workflow - Part 4
Resource Provisioning Process workflow - created using SharePoint Designer Workflow and an InfoPath form published to a form library. Part 4 - Send end user confirmation emails using the SPD workflow and test out the complete form and workflow functionality.
- Add Web Parts and Modify Web Part properties using SharePoint Designer
Web parts can be added through the browser or through SharePoint Designer. However, using SharePoint Designer, you can also add web parts outside of a zone thus locking them down on a page. This video shows how to accomplish that and work with other web part properties.
- Attach a SharePoint Designer Workflow to a Data View web part
This video demonstrates how you can attach a SharePoint Designer Workflow to a Data View web part. Doing this will let you execute a workflow on any item being displayed in the Data View web part.
- Hide Lists or Libraries from end users using SharePoint Designer
Lists and libraries can be hidden from end users using SharePoint Designer. This does not secure the list or library, but just makes it invisible so that end users are unable to navigate to it.
- Create a SharePoint Designer Workflow for a Custom List
SharePoint Designer Workflows can be easily attached to custom lists in SharePoint and use the data in that list within the workflow. A bunch of different actions/activities are portrayed in this workflow. Also shown is the method for storing email text in a variable that can be reused as needed.
Site Columns
- Understanding and using Site Columns
Use Site Columns in SharePoint to create list column templates
Site Provisioning
- Create a SharePoint Site using SharePoint Designer
Learn how to create SharePoint Sites using SharePoint Designer. Also, this video shows how to create an Empty Web Site - site without a SharePoint Template applied to it and then letting the end user apply the template through the browser.
- Creating a SharePoint Site
SharePoint comes with multiple site templates. This video shows how to create a SharePoint site using those templates
- Creating a Publishing Portal
A Publishing Portal is based upon the Publishing Site template provided with SharePoint. Publishing sites are different from Team sites. Team sites generally have a large amount of contributors while a publishing site's content is controlled by a few contributors and there is a large number of consumers for the site's content. Publishing sites are used for creating internet sites or large divisional intranet sites.
- Introducing Meeting Workspaces
Meeting workspaces are similar to sites in SharePoint, but provide additional functionality such as a strong tie-in to Outlook and the ability to create and link meetings to SharePoint events list. Learn about these things and more by watching this video
- Creating and using Blog Sites in SharePoint
Creating a Blogging site in SharePoint is now possible. Use this type of site to host internal or external blogs
- Creating a SharePoint 2010 Site
There are several site templates available that let you create a new SharePoint 2010 site. This video shows a couple of different ways of how you can create a site, within a site collection, using those templates.
- Publishing Sites vs. Team Sites
Publishing sites are usually used to publish content on a large Intranet or an Internet site. There are plenty of consumers for this type of site and only a few contributors. On the other hand, a Team site has many contributors who collaborate effectively with each other on documents, announcements, and other artificats. This video shows the differences between the two types of sites.
Site Structure/Customization
- Creating a SharePoint Site
SharePoint comes with multiple site templates. This video shows how to create a SharePoint site using those templates
- Using the Content Editor Web Part to render text as well as script
Content Editor Web Part (CEWP) is an extremely powerful web part to render rich text or embed script onto a page. Embedding javascript, vbscript or even styles for a web page is a snap using the CEWP. Watch this video to see examples of how you can use this web part in your environment.
- Backing up Sites with STSADM utility
The STSADM utility is a very powerful friend of a SharePoint admin. Watch this video to learn how you can use this utility to back up SharePoint sites
- Listing SharePoint Sites in the Site Directory
SharePoint Server comes with a Site Directory site template. This can be used to aggregate your sites and to give your users an easy way to navigate to the sites they are looking for. This video shows how you can manage the categories in the site directory and also how you can tag sites with categories.
- Manipulating a Site Collection Hierarchy
If you are a Designer or a Site Administrator, you can manipulate a site collection's hierarchy (MOSS only feature). Using the Manage Content and Structure link in settings of the site, you can take many actions on a site including copying or moving it. This video shows how to perform the copy operation and more with the available Manage Content and Structure facility.
- Adding Web Parts to a Site
Web Parts are essential to providing componentized functionality in SharePoint. Watch this video to learn how to add web parts to a SharePoint site
- Copying Lists between sites
Copying/Moving/Backing up lists. With or without data
- Creating and customizing a SharePoint page
This video shows a detailed demonstration of how to create and customize SharePoint pages using the browser. Many of the options in the ribbon are explored. First, a new page is created on the site then it is customized by adding text, table, image, list, and links. Also, it is demonstrated how to use Wiki linking to connect to content on your site.
- Creating and using Blog Sites in SharePoint
Creating a Blogging site in SharePoint is now possible. Use this type of site to host internal or external blogs
- Changing the Site Icon
The icon of your site is one of the first things you'll probably change on your site. There are a couple of different choices you have to make as to where you will place your icon. This video explores those choices and shows you how to change your site icon.
- Configuring Regional Settings for a Team Site
On a SharePoint team site, you can configure the regional settings to display according to the geographical location of the site. In addition, people working on the same site from across the world can view the information differently as needed.
- Change Links in Quick Launch navigation
The links on the left hand navigation (also referred to as the Quick Launch bar) can be changed in a few different ways. You can link to items internal and external to your site from the Quick Launch bar. This video goes in detail to discuss the different options that you have. Also, the option of seeing your site items in a Tree View control is demonstrated as well.
- Hide Quick Launch on a page
The left navigation pane on a team site shows the Quick Launch which display links to many lists and libraries on the site. If you need to, you can hide the Quick Launch completely by embedding some style tags on the page. This is accomplished using the Content Editor web part. Furthermore, you can export this web part and utilize them on other pages as needed.
- Creating a Custom Site Template
A custom site template can be created as a starting point for creating future sites. A site template can contain lists, libraries, pages, and even content.
- Modifying the Top Link Bar
The top link bar of a site can be customized to your needs. By default, it shows any subsites that the site has, but you can also customize it to show other SharePoint content or even external content. Watch this video to see a demonstration of all the available options.
- Create a Custom Search site
Use the web parts that come with MOSS to create custom search and result pages to customize and enhance the search experience for the end user
- Changing the Theme of a Site
A Site's Theme provides the look and feel of a site. The colors, fonts, images can all be changed by applying a new Theme to a site. Themes are packages of styles and images that can be applied to a site. Keep in mind that Theme is specific to a site and is not inherited by its subsite. This video shows how you can customize a Theme using the browser and then apply it to a site.
- Create SharePoint Themes using PowerPoint 2010
PowerPoint 2010 can be used to create an Office theme. That theme then can be used to apply to a SharePoint site. It’s a very easy and flexible way to produce themes for SharePoint Sites. Site Collection admin right is needed to add the theme to the site collection. Then a SharePoint Site Admin can apply the theme to any site within the site collection.
- Creating Custom List Templates
Lists are created using list templates. Aside from the built in list templates, you can create your own list templates as well so designers and administrators of a site can then use that template to make additional lists. When a list template is saved, it saves the list’s schema. You can also save the content of the list with the list template as well.
- Exporting List and Site Templates to other Site Collections
List templates and site templates can be transferred from one site collection to another. Once you transfer a template to another site collection, it’s available for you to make sites or lists based on that template.
- Deleting a SharePoint Site
Deleting a SharePoint site is a fairly simple process. Only site administrators have the right to delete a site. A site with subsites underneath it cannot be deleted until all subsites have been deleted first.
- Setting up a Portal Site Connection
Each site collection stands on its own and does not have a link to other site collections. However, it is a requirement many times to create one general Portal which ties all the site collections together. The Portal Site Connection functionality can be used for this requirement. In addition, this functionality can help users of My Sites tie their site to a central Portal as well.
- Sync SharePoint Team Sites Content with SharePoint Workspace
SharePoint Workspace provides an easy way to manage collaborative content of a SharePoint team site. You can also use it to manage the content offline. Document libraries, lists and external lists can all be managed this way. The only exception is the Calendar list which cannot be edited in Workspace. Other non-collaborative content on a page like web parts, text and images cannot be managed through SharePoint workspace either.
Surveys
- Enhanced Survey Functionality
Implement Surveys within any SharePoint. You will also see how to use branching logic within the surveys
Web Parts
- Customize List View Web Parts using SharePoint Designer
List View web parts (LVWP) are used to show list data on SharePoint site pages. These can be customized using the browser or through SharePoint Designer. SharePoint Designer customizations to List View Web Parts are far more powerful than doing it through the browser. This video shows how you can thoroughly customize a LVWP to implement a customized view, searching capability and connecting one LVWP to another one on a different page.
- Report on SharePoint List data using Data View Web Part
SharePoint Designer comes with a powerful web part called Data View. Use Data View to show list data from a SharePoint site. Also shown is how to connect multiple lists to create a data management solution.
- Using the Content Editor Web Part to render text as well as script
Content Editor Web Part (CEWP) is an extremely powerful web part to render rich text or embed script onto a page. Embedding javascript, vbscript or even styles for a web page is a snap using the CEWP. Watch this video to see examples of how you can use this web part in your environment.
- Summary Links web part
Summary Link Web Part ships only with MOSS and not available with WSS. When the built in Links list is not enough, look to the Summary Links web part to provide linked resources to your users. It provides a way to associate Pictures and Group links together. Also, a trivial but much needed functionality it provides is a way to open links in a new window.
- Using a Picture Library and Image Web Part together
Host your images in a Picture Library and show them using the Image web part
- Manage and manipulate List data using Data View in SharePoint Designer
Use the Data View web part in SharePoint Designer to manage multiple list content. Connecting information from one list to another, passing parameters, editing data back in the list and more is covered in this video.
- Adding Web Parts to a Site
Web Parts are essential to providing componentized functionality in SharePoint. Watch this video to learn how to add web parts to a SharePoint site
- Closing versus Deleting web parts
Watch this video to find out the difference between closing a web part and deleting it.
- Target Web Part to an Audience
Learn how to target web parts in SharePoint Server (MOSS) to a particular audience. Audience can be a SharePoint Group, Active Directory Group or a Global Audience defined within SharePoint.
- Publish Web Parts to the Web Part Gallery
Web Parts can be uploaded to the Web Part Gallery to make them available throughout the site collection. This screencast shows how you can take a Web Part file and publish it to the Web Part Gallery.
- Use Content Query and Site Aggregator web parts to roll up your data
This video will show how a couple of web parts (Content Query Web Part and Site Aggregator Web Part) are used to roll up data from various SharePoint sites to display on one site
- Connect to data in your Database using Data View
In this video, Data View web part (which comes with SharePoint Designer) is used to fetch data from Database tables. The data is then formatted using conditional formatting. Web Part connections are created from one web part to another to create a parent/child relationship of the information. Even more importantly, in this screencast, it is shown how you can even edit your data in your database using the Data View web part. Lastly, a Master Page is attached to the pages to give them the site's look and feel. This is all done without coding!
- Create and Manage Web Part Zones using SharePoint Designer
Properties of existing Web Part zones can be managed and new Web Part zones can be created using SharePoint Designer. This video shows how you change the orientation of web parts in a zone and how you can lock down various properties of web part zones.
- Add Web Parts and Modify Web Part properties using SharePoint Designer
Web parts can be added through the browser or through SharePoint Designer. However, using SharePoint Designer, you can also add web parts outside of a zone thus locking them down on a page. This video shows how to accomplish that and work with other web part properties.
- Create a Master Detail relationship using web part connections
Regular out of the box web parts can be used to create Parent and Child, Master and Detail relationships. This video shows how you can create these relationships by just using the browser and web part connections.
- Attach a SharePoint Designer Workflow to a Data View web part
This video demonstrates how you can attach a SharePoint Designer Workflow to a Data View web part. Doing this will let you execute a workflow on any item being displayed in the Data View web part.
Wikis
- Use Wikis in SharePoint to Whiteboard your Thoughts
Create a knowledge base using the Wiki capability in SharePoint
Workflows – Out of the Box
- Exploring built-in MOSS Workflows
Microsoft Office SharePoint Server comes with many pre-built workflows out of the box. Learn how you can utilize those workflows and create additional ones directly from the browser
- Control Content Approval and Publishing on a Library with Approval Workflow
Learn how to route a document through the Approval Workflow process. Configure the workflow so that once it is completed successfully, the Content Approval column is automatically marked as Approved.
- Using the built-in Approval Workflow template
There are 5 workflow templates that ship out of the box with SharePoint Server 2010. You can use these templates to start creating workflows using the browser immediately. The template that's used the most among these is the Approval workflow template. This video demonstrates how you can make use of this workflow template to approve documents.
- Approval process for pages in Publishing Sites
This video shows how the page publishing process works in a site created using 'Publishing Site with Workflow' site template. The publishing pages that are used to present content on a publishing site go through an approval workflow process before they are displayed to the visitors of the site. Members of the site are the ones creating the content while the Approvers are the people who approve/reject the content. You will see the whole lifecycle of this process in this video.
- Using the Disposition Approval Workflow
This Video demos the Expiration Policy feature of the Records Management functionality in SharePoint Server 2007. In particular, the Disposition Approval Workflow is implemented as part of the Information Management Policy to properly dispose of the document once its specified retention period has been reached.
- Publishing Pages with Workflow in Publishing Sites
Publishing pages are modified by a few and read by many. They are used in publishing sites that are usually internet sites. It is a good practice to put a publishing page through a workflow before it is published to be consumed by everyone. In this video, you will see how this process works.
Additional Content
Webinars
- Webinar - Smart Storage for SharePoint
Webinar originally conducted on 9/18 /2009. Presenter: Wendy Henry (Author of Storage Considerations for Microsoft SharePoint) Host: Asif Rehmani Today's business users demand better, faster collaboration networks and Microsoft SharePoint is poised to fit their needs. But many SharePoint implementations disappoint over time due to inefficient storage and insufficient data availability. Don't let this happen! This webinar shows you the secrets of choosing and growing an appropriate storage platform for your SharePoint environment to gain the most return on your investment. We examine SharePoint's unique storage requirements and discuss how to scale your disk hardware to reduce contention, throttle bandwidth usage, improve data availability and establish redundant data for archiving or disaster recovery.
- Webinar - SharePoint Designer Data Views
Webinar originally conducted on 10/1/2009. Presenter: Asif Rehmani SharePoint Designer 2007 can be used to integrate data from a variety of sources into a single integrated solution. This session demonstrates how the Data View web part in SharePoint Designer can be used for the task of retrieving data from SharePoint Lists. Also shown is how data in multiple lists can be connected to produce a unified view of related information. That's not all, also demonstrated is how you can make this view editable to commit any data changes back to the data source… All without a single line of code!
