Tutorials and HowTo's for SharePoint 2010 Users and Content Authors

Basics Concepts 

• Site Collection
• Site
• Lists and Libraries

Pages 

• Page Types
• Page
• Create a Page
• Edit a Page

Publishing

• Publishing Site Overview
• Page Layouts
• Create a Publishing Page
• Edit a Publishing Page

Version Control and Approval

• Version Control Basics
• Configuring Versioning
• Check In And Check Out
• Major and Minor Versions
• Version History
• Approval Processes

• Change Page Layouts
• Creating headings, paragraphs, and callouts
• Leverage reusable content
• Insert and work with images
• Insert and work with tables
• Add and configure Web Parts
• Manage Content and Structure
• View Incoming Links

Navigation

• Set the Home Page of a Site
• Manage Navigation on Non-publishing Sites
• Manage Navigation on Publishing Sites

1. Create a link to a page which does not exist and then click on it to create the page:
   This is the recommended way to create a page because it is easier for people to find the page when another page links to it. Links to pages that do not yet exist have a dashed underline.
   


2. Create a page that is not linked to any other:
   In the Site Actions menu, click New Page. This will ask you for a name and then create that page in the current wiki library.

View Incoming Links

To see incoming links for a page: 

1. Navigate to the page
2. Select the Page ribbon
3. Click Incoming Links

Back to Manage Navigation on Non-publishing Sites

Top Link Settings 

 The top link settings page allows you to manage the links in the menu that spans the top of the page.

If the site is a subsite, you can also specify that the site will use the same links as its parent site.

Web Parts and Audiences

You can configure a Web Part to display only if a user is in a specific audience. Audiences are eithercan be centrally defined based on information in user profiles or you can use SharePoint groups. The Target Audiences setting is in the Advanced section in the Web Part editor.

<Prev

Set the Home Page of a Site

To make a page the home page for a site:

1. Navigate to the page
2. Select the Page ribbon
3. Click Make Homepage

Back to Manage Content and Structure

View all Content in a Site Collection

To view all the content in a publishing site collection, access the Site Content and Structure page by selecting Site Actions|Manage Content and Structure.

Working with Views

View All Site Content 

To see all of the lists and libraries in a site, select Site Actions|View All Site Content.

For a view of all the content in a publishing site collection, see Manage Content and Structure.

Sites

A site is a single top-level or subsite in a site collection. To create a new site, select Site Actions|New Site to open the Create dialog, then select the site template you want and specify the name and URL.

Site Collection

A site collection is a container for one or more sites that is usually created by an administrator at the request of a group of users. Every site collection is based on a template that specifies the initial configuration and content of the site collection. Depending on the version of SharePoint you are using, the stock enterprise types are listed to the right.

Every site collection contains at least one site called the top level site. This site is sometimes refereed to as the root web because it is at the root of the potential hierarchy of other sites that exist as children of the top level site. The top level site is special because it contains configuration options that govern the behavior of the entire site collection.

The other sites that exist under the top level site are called subsites. Both top-level and subsites are usually just called sites.

Version Control

Use and Configure Web Parts

• Web Part Basics
• Add a Web Part
• Configure a Web Part
• Configuring Chrome
• Common web Parts
• Web Part Connections and Filters
• Display a Web Part Based for a Specific Audience

Table Layouts

 

• Format grid lines
• Merge and split cells
• Insert rows and columns
• Delete the table
• Control the height and width of the table, rows, and columns

Back to Editing a Publishing Page

Insert and Work with Images

• Insert an Image
• Positioning an Image
• Apply Styles to Images
• Resizing an Image

Reusable Content

You can define and manage reusable content with the Reusable Content list located in the top-level site of any site collection that offers the publishing features. You can insert reusable content into a publishing page as follows:

1. Select the Insert tab from the Editing Tools ribbon
2. Select the Reusable Content you want to add from the Reusable Content ribbon button

You can access the Reusable Content list by selecting More Choices from the ribbon. This displays a popup that shows all defined reusable content. From this popup, you can open the list itself and create additional content.

Version History

If a library is configured for versioning, you can see the version history for the current page by selecting Page History from the Page Ribbon. 

The Page History page allows you to compare versions to see what changed between versions. You can also use it to roll back to a previous version. Doing so does not delete the current version. Instead SharePoint will create a new version that is identical to the version to which you are reverting. As a result, you preserve the history of the page including the rollback action.

Note that the visual history does not show changes to Web Parts or to formatting.

Back to Editing a Wiki Page

Version Control

Versioning

SharePoint 2010 includes features that support version control of items in lists and libraries. The SharePoint 2010 publishing features include additional user interfaces to make web content easier for page authors.

Version control allows content authors and approvers to track changes over time. Each list or library has its own settings and you can choose to track only major versions of items, track major versions and minor revisions, or turn of version control entirely.

When you use only major versions or no version control, everyone, including visitors to the site, will always see the current version of each item. A key benefit to using both major and minor versions is that you can configure SharePoint to serve the most recent major version to your visitors while showing the draft version to individuals that can edit or approve the item. This allows authors to make incremental changes to existing pages or create new pages without affecting public views until you are ready for everyone to see the completed, approved, version by publishing a major version. 

Web Part Connections and Filters

You can filter the contents of a List View or Chart (and many other types pf Web Parts) with Filter Web Parts.

See the following for more information: Connect a Filter Web Part to a List View Web Part 

<Prev Next>

Web Part Basics

A Web Part is a component you can add to a page. There are many types of Web Parts - an installation of SharePoint Server 2010 Enterprise contains dozens of them each of which performs a different function. Most of these Web Parts perform very specific functions and you will never have any reason to use them. However, there are many that you will use often.

You can add a Web Part to a page from the Insert tab of the Editing Tools ribbon. Doing so exands the ribbon to show the Web Parts available on your site. This image shows what you see if you insert a Web Part to a page in a Team Site on SharePoint Server 2010 Enterprise Edition. As you can see there are many categories.

As the image shows, you have the option of adding a Web Part for each of the lists and libraries in your site. However, those choices (Announcements, Shared Documents, etc) all add the same type of Web Part to the page. The Web Part is the ListView Web Part and it is a good example of just how configurable and flexible some Web Parts are. The ListView can display views from any type of list. You can connect it to other Web Parts as a source of data. For example, a Chart Web Part can display a chart of a ListViews contents.

You can also connect a ListView to another Web Part as a consumer of information. For example, the Query String (URL) Filter Web Part can connect to a ListView and pass a value from the URL to the ListView to filter the displayed data.

Most Web Parts are far simpler than ListView. For example, the Image Viewer Web Part simply displays a single image from a URL you provide.

Use and Configure Web Parts

This topic contains the following sections:

• Web Part Basics
• Add a Web Part
• Configure a Web Part
• Configuring Chrome
• Common web Parts
• Web Part Connections and Filters

Table Layouts

• Format grid lines
• Merge and split cells
• Insert rows and columns
• Delete the table
• Control the height and width of the table, rows, and columns

<Prev

Resizing an Image

Resizing with the Mouse

1. Click the image to select it
2. Click and hold one of the images handles and resize the image as desired 

Resizing via the Ribbon

1. Click the image to select it
2. Use the Size section of the Design tab on the Picture Tools ribbon.

<Prev

Insert and Work with Images

• Insert an Image
• Positioning an Image
• Apply Styles to Images
• Resizing an Image