Microsoft SHAREPOINT install guide

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Microsoft Windows® SharePoint™ Services

© 2003 Microsoft Corporation. All rights reserved
No part of this book may be reproduced or transmitted in any form or by any means, electronic or
mechanical, without the written permission of Microsoft Corporation.

Last Revised: 3/17/2004 11:40 AM

TABLE OF CONTENTS

Table of Contents

TABLE OF CONTENTS ........................................................................................................................................1

INTRODUCTION TO SHAREPOINT TRAINING ..............................................................................2

ADDITIONAL USEFUL LINKS ......................................................................................................................3

UNABLE TO LOGIN?............................................................................................................................................4

EXPLORING SHAREPOINT ............................................................................................................................5

WORKING WITH LISTS ...................................................................................................................................5

WORKING WITH DOCUMENTS ..................................................................................................................7

HOLDING A DISCUSSION..............................................................................................................................9

ABOUT THE WEB DISCUSSIONS FEATURE ......................................................................................9

DISCUSS A WHOLE PAGE OR A PARAGRAPH ................................................................................9

SHOW OR HIDE DISCUSSION INFORMATION.............................................................................9

STORE DISCUSSIONS .....................................................................................................................................10

1

VIEW A WEB DISCUSSION.........................................................................................................................10

SURVEYS....................................................................................................................................................................11

CREATE A SURVEY .............................................................................................................................................11

RESPOND TO A SURVEY................................................................................................................................12

SEE THE RESULTS OF THE SURVEY .....................................................................................................12

ANNOUNCEMENT AND EVENTS ...............................................................................................................13

CREATE A LIST OF ANNOUNCEMENTS, CONTACTS , EVENTS, TASKS, ISSUES, OR LINKS

...........................................................................................................................................................................................13

ADD, EDIT, OR DELETE AN ANNOUNCEMENT .............................................................................13

SPECIAL INFORMATION ON USER ACCOUNTS ..........................................................................16

UPDATE/ADD YOUR WINDOWS SHAREPOINT SITE USER ACCOUNTS .................16

CUSTOMIZING A SHAREPOINT SITE ..................................................................................................17

FREQUENTLY ASKED QUESTIONS ........................................................................................................19

TABLE OF CONTENTS

INTRODUCTION TO SHAREPOINT TRAINING

Introduction to SharePoint Training

Congratulations!

You’ve made it through signup and provisioning of your SharePoint site.
You have learned some things about the product and the customer
experience through our website etc.

In this training you will be given an opportunity to learn some of the
common tasks to get you jump started. In addition, you will be presented
with several practice questions.

Good luck and have fun!

Review:

Microsoft SharePoint Services is a bCentral product that offers a security

enhanced online workspace that enables businesses to share documents
and other information with a selected group of users.

2

SharePoint was originally designed for large business clients under the
name of SharePoint Portal Server. The product was scaled down to meet
the needs of the small business clients and named Windows SharePoint
Services. This document covers only some of the Windows SharePoint
Services (SharePoint) features. For questions regarding SharePoint Portal
Server, please consult the information at www.microsoft.com/sharepoint.

Disclaimer:

SharePoint integrates with other products and is highly customizable. For
this reason, as well as time constraints, you will not learn about every
feature that SharePoint offers. Our intent is to help you discover some of
the main features in this quick training guide. –You will be able to locate
the tools you need in order to successfully manage your site, information
and users. These tools include Knowledge Center and SharePoint Help.

INTRODUCTION TO SHAREPOINT TRAINING

ADDITIONAL USEFUL LINKS

Additional useful links

1. For frequently asked questions on SharePoint on the bCentral.com website:

http://www.bcentral.com/products/sp/faq.asp

2. For online forums:

http://communities.microsoft.com/newsgroups/default.asp?icp=SharePoint

3. For product information:

http://www.microsoft.com/windowsserver2003/technologies/sharepoint

4. For any questions regarding getting started or using the SharePoint site,
contact us at :

online support center

5. For examples on how users are using SharePoint to solve their everyday
business problems and unique business needs:

http://www.bcentral.com/products/sp/howto.asp?LID=32596

3

For answers to specific questions:

o How a private online workspace can boost your business

o 7 reasons to use SharePoint for document collaboration

o Create a global office on the Web

o Why your small biz needs an intranet

o 5 tips for creating an intranet

o Could a private Web site help your business?

o How to manage 'virtual' offices

o Tips for sharing documents from a distance

ADDITIONAL USEFUL LINKS

UNABLE TO LOGIN?

Unable to login?

The login issues you are experiencing may be a result of one of the following:

1. It is the first time you are trying to log into SharePoint and you are unsure
about the steps. Please refer to the email sent by the SharePoint
administrator ([e-mail]) and use the credentials and
instructions provided.

2. You have forgotten your password. Please click here to contact the SharePoint
support team.

3. Make sure you have typed the following correctly:

• Site URL

e.g. http://sitename.sp.bcentral.com

or for the users who signed up for the services before 10/02/2003

4

http://sitename.sharepoint.bcentral.com

• Your full user name (for example, SND\johnsmith

• Your password. The password is case sensitive, which means that Abc

is not the same as ABC.

4. Check with the site administrator if you have been added as a user with the
proper credentials.

5. You are trying to sign in using a Microsoft ® .NET Passport and the login fails.
It is expected since the Microsoft ® .NET Passport login is used only to access
the bCentral site and your billing information.

6. Ensure that the site is active. Sites have expiration dates based on
subscription and can also be deleted. Please contact Support/Billing to verify
the status of the site.

7. If you have not yet signed up for SharePoint, you can do so by visiting

http://www.bcentral.com/ products/sp/default.asp?LID=33038.

If you continue to experience problems, please go to

http://www.bcentral.com/help/contactusdefault.asp for further assistance.

Please print this page for reference

UNABLE TO LOGIN?

EXPLORING SHAREPOINT

Exploring SharePoint

SharePoint is deeply integrated with Microsoft Office System allowing
teams to use tools they are already familiar with. Users can perform some
of the following tasks as a result:

• Edit and delete lists;

• Import items from and to a spreadsheet;

• Export calendar information from the site into Outlook;

• Copy contact information from Outlook into the site.

“How to” information for all of these tasks is available in SharePoint Help
files.

Working with Lists

A user is assigned a ‘role’ by the SharePoint site administrator. The
permission levels vary in accordance to the role associated with a login. A
user may view, add, edit, or delete lists. Some lists may have specific
permissions applied that only allow certain users to make changes.

5

Create a list of announcements, contacts, events, tasks, issues, or links

1. In the top link bar, click Create.

2. On the Create Page page, click one of the following for the kind of list
that you want to create:

• Links

• Announcements

• Contacts

• Events

• Tasks

• Issues

3. In the Name box, type a name for the list.

4. This field is required.

5. In the Description box, type a description of the purpose of the list.

6. This field is optional.

7. In the Navigation section, if you want a hyperlink to this list to
appear on the Quick Launch bar, click Yes.

EXPLORING SHAREPOINT

DELETE A LIST OR LIBRARY

8. Click Create.

You can open the new list by clicking Documents and Lists on the top link
bar and then clicking the list name in the Lists section. If you chose to add
the list to the Quick Launch bar, you can also click the list name there to
open it.

Note If the site is a Meeting Workspace site, ignore step 1. Instead, from the
Modify This Workspace menu, click Add Web Parts. At the bottom of the task

pane, click Show More Lists. Follow the remaining steps for the settings that
apply to the Meeting Workspace site.

Delete a list or library

1. On the page that displays the list or library, click Modify settings and
columns.

2. Under General Settings, click Delete this list, Delete this
document library, Delete this picture library, Delete this form
library, or Delete this discussion board.

6

DELETE A LIST OR LIBRARY