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Hosted SharePoint F.A.Q.'s


Is the data sent and received from SharePoint secure?

Yes. SharePoint is secured via a 128-bit AES https connection. This means that all data sent to and received from the SharePoint environment is encrypted.

Can I use a FTP-client to upload and download files from the SharePoint site?

Yes. User with the appropriate access rights can upload / download files from the SharePoint site.

How do I explore the SharePoint Home Page

The most common SharePoint site is a team site, through which team members can collaborate and communicate. The SharePoint Team Site template includes a document library and basic lists such as Announcements, Contacts, Events, and Quick Links.

1. Start Internet Explorer to display the default team site. New security measures in Windows SharePoint Services eliminate clutter by helping to ensure that each SharePoint site user sees only the parts of the site that he or she has access to.
If other sites are available from this one, you access them from the navigation bar at the top.
You access this site’s document libraries and lists from the Quick Launch bar on the left side of the window. You can add any items you like to the Quick Launch bar, including text and images.
You can quickly locate specific items by using the site-wide Search function. Various types of information such as announcements, calendars, links, and discussion boards are presented on the home page in Web Parts. The SharePoint site administrator can format and position each Web Part without affecting its content.

2. On the Quick Launch bar, click Shared Documents. The contents of the default document library are displayed.
You can share many types of files such as Word documents, Excel workbooks, and PowerPoint presentations (collectively referred to as documents) with team members by adding them to a SharePoint document library. You can add existing documents or create new documents from within a document library.
Each document library supports the creation of one or more types of document. Documents you create from within a document library are automatically added to it. You specify the default document type while creating the document library. If your team uses custom document templates, you can also make these available from the document library.
To create a new document from within a SharePoint document library, simply select the type of document you want to create from the New menu.

3. On the Quick Launch bar, click Tasks. The contents of this list are displayed. This is the same information that is displayed on the home page in the Tasks Web Part.

How to create a SharePoint List or Library?

Windows SharePoint Services provides many standard document libraries and lists. You can use these as-is, modify them to fit your needs, or create your own from scratch.
1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click View All Site Content. The All Site Content page provides access to all document and picture libraries, lists, surveys, sites, and workspaces that are linked to the site, as well as access to the Recycle Bin.
3. At the top of the All Site Content page, click Create. The Create page is displayed. From this page, you can create a new document library, picture library, list, custom list, survey, or Web page.

NOTE: Contributor rights are required for some site actions, but even an invited member can create new site elements. As a result, the Windows SharePoint Services technology fosters a highly collaborative environment.

4. Hover over a few of the elements that interest you. A description of the element is displayed at the top of the Create page.
5. In the Libraries section, click Document Library. The New Document Library page is displayed.
6. In the Name box, type the name that you want to give the document library.
7. In the Description box, type the description of the document library.
8. In the Create a version each time you edit a file in this document library? area, select Yes.
9. In the Document Template box, select a default document format for your library. If you want to create and store different types of documents in your library, select None.


Figure 2. Creating a new document.

10. Click Create. The new document library opens, ready for you to add documents to it.

You can export a copy of a document library from a SharePoint site to Office Outlook 2007. You can preview documents, spreadsheets, and presentations in the Outlook message pane, and work with local copies of the documents on your computer.

How to create an Announcement

1. Start Internet Explorer to display the default team site.
2. At the bottom of the Announcements Web Part, click Add new announcement. The Announcements: New Item page is displayed.
3. In the Title box, type Special Employee Health Club Offer.
4. In the Body box, type The local health club is offering a 20 percent discount on annual memberships for employees purchasing new memberships or renewing by the end of this month.

You can format the text of your announcement by using the formatting buttons above the Body box. You can attach files to the announcement by clicking the Attach File button on the toolbar.

5. To the right of the Expires box, click Date Picker, and then click the last day of the month.


Figure 3. Creating a new announcement.

5. Make any additional changes you want, and then click OK. The new announcement appears in the Announcements list.


Figure 4. New announcement as shown in the Announcements Web Part.

How to View and Modify Document Settings for Version Control?

By default, only the current version of a document is available to site users in a document library. However, if your organization is concerned about version control, you can choose to retain previous versions in the library. Site users can then view previous versions to locate lost content or to discover the source or date of a particular change.

1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents.
3. On the Settings menu, click Document Library Settings. The Customize Shared Documents page is displayed.
From this page, you can make changes to the general settings, permissions and policies, communications, columns, and views of the selected document library. Changes you make on this page do not affect the entire site.

NOTE: Notice the many types of changes you can make from the Customize page. You might want to explore the options on this page on your own.

4. In the General Settings list, click Versioning Settings. You now see the Document Library Versioning Settings page for the Shared Documents document library. From this page, you can specify whether:
- New and changed documents must be approved by a specific person before they are available from the site.
- Windows SharePoint Services retains prior versions of updated documents.
- Site users can see draft documents that haven’t been declared final.
- Users must check out documents before editing them.
- Users can create multiple types of content from the New menu.
Each of these options is useful when developing content in a collaborative environment.

NOTE: The Content Approval option is part of the new Windows Workflow Foundation functionality. If you use Office SharePoint Designer 2007 to create and manage SharePoint sites, you can attach workflows to document libraries and lists. These workflows monitor events and conditions within the library or list and then take action, such as routing a file for approval or sending an e-mail message.

5. In the Document Version History area, select the Create major versions option. You can select the version options that fit best with the expected frequency of document updates. You can also specify how many previous versions of a document should be retained.
6. In the Require Check Out area, select the Yes option.


Figure 4. Configuring document library versions settings.

6. On the Document Library Versioning Settings page, click OK.

How to sign up for an Alert

Alerts are a very useful part of the Windows SharePoint Services technology. You can sign up to receive an alert when a change is made to the contents of a document library. This technique keeps you up to date with the document updates that you need to know about so you don’t have to constantly check the library.

1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents.
3. On the Actions menu, click Alert Me. The New Alert page is displayed.
If you retain the default settings, you will be notified when any type of change is made to any document within the selected document library. You can change the settings to restrict the alerts to certain types of changes. You can also specify whether notifications should be sent immediately, daily, or weekly.
4. On the New Alert page, click OK. An e-mail message notifies you when the alert has been created.


Figure 5. Creating a new alert.

5. Start Outlook, and display the Inbox. The alert notification appears in the Inbox.

How do I modify a document from a SharePoint Site?

You can easily check out a document from a SharePoint site, make changes to it, and then check it back in to make your modified version available to all site members.
1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents.
3. In the document library, click a document, click the arrow that appears to the right of the document name, and then click Check Out. When you check out a document, you can choose to work with an online or offline copy of the document.
4. In the Microsoft Internet Explorer message box, with the Work Offline check box selected, click OK. The document is now checked out to you. Other users will not be able to edit the document until you check it back in.
5. In the document library, click the same document, click the arrow that appears to the right of the document name, and then click Edit in Microsoft Office Word.


Figure 6. Editing a document.

6. In the Microsoft Internet Explorer message box that asks you to confirm that you want to open the file, click OK. Office Word 2007 starts and displays the selected document. The Document Management task pane on the right side of the screen displays the open document’s status. Separate tabs display information about site members, tasks, documents, and links.
7. Scroll down the document.
8. Select the word and change it to Ongoing.
9. In the Document Management task pane, click Check In. The Check In dialog box appears.
10. In the Comments box, type Corrected spelling error. Then click OK.


Figure 7. Checking-in a document.

NOTE: You have the option of checking in the current version and then checking it out again. Using this option helps ensure that current information is available to site users while you are still developing the final content.
The Document Management task pane now shows the status of the document as read-only. You can open the document for more editing by clicking Edit Document on the Server Document bar at the top of the Word workspace.
10. On the Word File menu, click Close. The Shared Documents page now shows the modification date and time, as well as any check-in comments.
If you enabled versioning in Exercise 4, you have now created Version 2 of the Music Market document. If you signed up for e-mail alerts in Exercise 5, you will receive one now.

Viewing an RSS Feed

Many news sites, blogs, and other online information providers use Really Simple Syndication (RSS) to automatically feed information to subscribers. With Windows SharePoint Services, every SharePoint list is RSS-enabled. If you have an RSS reader (such as in Office Outlook 2007 or Internet Explorer 7), you can view the RSS feed for a document library or list. Changes to the list content will appear in your RSS reader.

1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents.
3. On the Actions menu, click View RSS Feed. The RSS Feed page for the selected document library is displayed. The page provides links to each document in the library and shows the current status of each one.


Figure 8. An RSS feed for a SharePoint document library displayed within Internet Explorer 7.

4. In the text below the page title, click Subscribe to this RSS feed.
5. Start Office Outlook 2007.
6. In the All Mail Items list in the Navigation Pane, click RSS Subscriptions. Outlook 2007 displays the Shared Documents document library information.

How do I upload a Document to a SharePoint Site?

Information that is important to an organization, a business unit, or a project team is often stored on an individual’s computer. To facilitate the easy sharing of information, you can make files available to other SharePoint site users.
1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents.
3. On the Upload menu, click Upload Document. You see the Upload Document page for the selected document library.
4. In the Upload Document area, click the Browse button.
5. In the Choose File dialog box, browse to the document you want to upload, and then click Open.
NOTE: If a document with the same name already exists in the document library, selecting the Overwrite Existing File(s) check box automatically overwrites the existing version with your local version.
6. On the Upload Document page, click OK. The selected document is added to the document library.


Figure 9. A list of new documents within a SharePoint document library.

The Windows SharePoint Services technology enables you to define access rights for individual documents. To control who can access a document after you have uploaded it, display the document library, click the document, click the arrow that appears to the right of the document name, and then click Manage Permissions.

How do I create a SharePoint Team Site?

As a security measure, Windows SharePoint Services allows each site user to see only those actions he or she has permission to perform. Provided you have permission to create sites and workspaces, you can easily add new sites and workspaces to your organization’s primary SharePoint site.
1. Start Internet Explorer to display the default team site.
2. In the upper-right corner of the home page, click Site Actions, and then click Create. The Create page is displayed.

NOTE: The Site Actions tab appears only if the user has permission to create sites, create pages, edit pages, or manage site settings. The Site Actions list includes only the actions that the user is allowed to perform.

3. In the Web Pages list, click Sites and Workspaces. You see the New SharePoint Site page.
4. In the Title and Description area, type Marketing Team in the Title box and This is a central collaboration point for all marketing campaigns in the Description box.
5. In the Web Site Address area, type marketing in the URL name box.

NOTE: The name you type here is added to the end of the parent site’s Web address. After creating the site, you can change the title and description, but you can’t change the URL without deleting and recreating the site. So take care when choosing the URL.

6. In the Template Selection area, click Team Site in the Select a template list.

The available templates vary based on how the Windows SharePoint Services technology is installed. The wide variety of prebuilt templates will fit most needs, but custom templates can also appear in this list. Notice the new Wiki Site and Blog templates.

7. In the Permissions area, leave selected the Use same permissions as parent site option. With this option, changes to the parent site’s permissions are quickly reflected on this sub-site.
8. On the New SharePoint Site page, click Create.

NOTE: If you selected the Use Unique Permissions option in step 6, you are now asked to set up groups for the visitors, members, and owners of the new site.

9. SharePoint displays the new Marketing Team site.


Figure 10. The default home page of a new SharePoint team site.

How do I add a Web Part to a SharePoint Site?

Web Parts are ASP.NET server controls that display content defined by a site administrator or site user. You can easily add, configure, move, and close Web Parts.
1. Start Internet Explorer to display the default team site.
The Announcements, Calendar, and Links areas that appear on this site’s home page are standard Web Parts created by the Team Site template. Each Web Part displays a view of its corresponding list.
2. Click the arrow at the right end of the Announcements Web Part header and then click Close to hide the Web Part.
Closing a Web Part does not delete the associated list. Depending on your permissions, you might be able to customize the Web Part display of only your personal view of the site, or you might be able to customize the views of all site visitors.
3. In the upper-right corner of the page, click Site Actions, and then click Edit Page.
The page switches to Design Mode, as indicated by the Exit Edit Mode button under the Site Actions button. In Design Mode, you can add new Web Parts and remove or update existing Web Parts on the page.
The logo appearing in the upper-right corner of the page is displayed by a Site Image Web Part.
4. In the upper-right corner of the Site Image Web Part, click the X to remove the logo from the page. The current page is organized in Left and Right columns. You can also add a Center column.
5. At the top of the Left column, click Add a Web Part. The Add Web Parts To Left dialog box opens.

NOTE: This technique is new in Windows SharePoint Services and provides a much simpler way of adding Web Parts than in previous versions.

6. In the Lists and Libraries list, select the Shared Documents check box, and then click Add.
The Shared Documents Web Part appears at the top of the Left column.
7. At the top of the Right column, click Add a Web Part. The Add Web Parts To Right dialog box opens.
8. Scroll to the end of the list, select the Page Viewer check box, and then click Add. The Page Viewer Web Part appears at the top of the Right column.
9. In the upper-right corner of the page, click Exit Design Mode. The new Web Parts appear on the site. By default, each appears at the top of its column. You can easily move Web Parts within or between columns.
10. In the upper-right corner of the page, click Site Actions, and then click Edit Page.
11. Click the Page Viewer Web Part header, and when the pointer becomes a four-headed arrow, drag the Web Part to the top of the Left column.
12. In the upper-right corner of the page, click Exit Design Mode to return to the standard view of the site’s home page.


Figure 11. A variety of Web Parts displayed on a SharePoint site page.

How do I create a Folder

Document libraries can contain folders as well as files. Just as you can set permissions for a document, you can set permissions at the folder level. For example, you might want to restrict access to a folder containing sensitive financial data.
1. Start Internet Explorer to display the default team site.
2. On the Quick Launch bar, click Shared Documents. The Shared Documents document library is displayed.
3. On the New menu, click New Folder. You now see the Shared Documents: New Folder page.
4. In the Name box, type a name for the new folder, and then click OK. You can add documents to the folder the same way you add them to a top-level content library.


Figure 14. A list of documents and folders within a SharePoint document library.

How do I create and populate a List

Windows SharePoint Services provides many types of lists, each of which is configured to store a specific type of content. SharePoint sites created from prebuilt templates automatically include appropriate lists. You can delete the lists you don’t need and add new lists.
1. Start Internet Explorer to display the default team site.
2. In the upper-right corner of the page, click Site Actions, and then click Create. The Create page is displayed. Notice the variety of lists you can create.
3. In the Communications, Tracking, and Custom Lists lists, click each type of list to view a description at the top of the page.
4. In the Communications list, click Contacts. You see the New page.
5. In the Name and Description area, type Employees in the Name box and Employee after-hours contact information in the Description box. By default, a link to this list will appear on the Quick Launch bar.
6. On the New page, click Create. The Employees contact list is displayed.
7. On the New menu, click New Item. The Employees: New Item page is displayed. Notice the fields created as part of the contact list.


Figure 15. A new Employees list on a SharePoint site.

NOTE: If the default fields created by a list template don’t meet your needs, you can add, edit, or delete fields. To do this, display the list, and then click the Settings menu.

8. Type your own information into the contact list fields, and then click OK. The Employees list displays your contact information. You can attach files to contact list items. For example, you might want to attach a photo or resume.

How do I add an appointment to a SharePoint Calendar?

The Calendar Web Part is a default part of a SharePoint site that is based on the Team Site template. You can add appointments, tasks, and reminders to the SharePoint calendar, and they will be visible to all site users. To receive notifications about team meetings and activities, site users can subscribe to the calendar.

1. Start Internet Explorer to display the default team site. The Calendar Web Part on the home page lists upcoming meetings.
2. On the team site home page, click the Calendar Web Part title. The calendar for the current month is displayed. You can change the period the calendar displays by clicking Day, Week, or Month in the upper-right corner. In the upper-left corner, a date-picker displays the months of the year (when you’re in Month view) or the days of the month (when you’re in Day or Week view). Click any day or month to display that time period. SharePoint displays the current date under the date-picker. You can click the date to see more information.
3. On the menu bar above the calendar, click New, and then click New Item. Add an appointment for any time next Monday.


Figure 17. Creating a new item on a SharePoint calendar.

4. Above the Calendar page title, click Team Site. The new appointment is shown in the Calendar Web Part.


Figure 18. New calendar appointment as shown on a SharePoint site. .

Close item <<

How do I work with a SharePoint Calendar in Office Outlook 2007

When Office Outlook 2007 is integrated with Windows SharePoint Services, it’s easy to manage all your calendar information, including information from calendars stored on a SharePoint site, from one location. You can display a SharePoint calendar either within Outlook or from the SharePoint site.

1. Start Outlook, and display the Calendar.
2. Start Internet Explorer, and display the default team site.
3. On the team site home page, click the Calendar Web Part title. The Calendar is displayed.
4. On the Actions menu, click Connect to Outlook.


Figure 19. Connecting a SharePoint calendar to Office Outlook 2007.

Outlook displays your calendar and the default calendar side by side.
You can view multiple calendars side by side or in overlay mode, in which the contents of the calendars appear on top of each other. This makes it easy to locate scheduling conflicts between multiple calendars.

5. In Outlook, click the arrow on the default calendar tab. Outlook displays your calendar and the default calendar in overlay mode. You can switch between the calendars by clicking their tabs. To return to side-by-side mode, click the arrow on either calendar tab.
You can work with the SharePoint calendar as you would with your regular Outlook calendar.

Any changes you make to the SharePoint calendar in Outlook are reflected in the calendar when it is viewed on the SharePoint site.

Add an Appointment to a SharePoint Calendar from Office Outlook 2007

When you display a SharePoint calendar in Outlook, you can add appointments to it in the same way that you would add appointments to your personal Outlook calendar.

1. Complete Exercise 2 to display the SharePoint calendar in the Outlook Calendar component.
2. On the SharePoint calendar, create an appointment for any time next Tuesday.
4. On the Tools menu, click Send/Receive, and then click Send/Receive All.
4. Start Internet Explorer to display the default team site.

NOTE: If the default site is already open, click the Refresh button on the Internet Explorer toolbar.
The new appointment is shown in the Calendar Web Part.
You can convert a nonrecurring appointment to a team meeting by dragging it from your Outlook calendar to the SharePoint calendar. You can also drag tasks from your Outlook tasks list to the SharePoint calendar.


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