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Microsoft SharePoint unlocks millions of collaborative and remote working capabilities and possibilities. And using it doesn't require a degree in computer science! With SharePoint For Dummies, you'll be creating sites, working with lists, and integrating with Microsoft Teams in no time at all.
This book offers fully illustrated, step-by-step instructions to adapt and customize SharePoint for your own organization. Perfect for complete SharePoint novices as well as veterans of previous versions, you'll learn to manage and work with enterprise content and use the SharePoint mobile app.
This handy guide also walks you through:
* Creating integrated, online portals from scratch for everyone in your organization to use
* How to navigate the SharePoint interface like a pro, without any prior knowledge
* Using SharePoint alongside Microsoft Office 365's other powerful tools, like Teams
Ideal for anyone who wants to--or has to--use SharePoint at work or school, SharePoint For Dummies is your irreplaceable companion to getting up-to-speed with SharePoint in a hurry!
Microsoft SharePoint unlocks millions of collaborative and remote working capabilities and possibilities. And using it doesn't require a degree in computer science! With SharePoint For Dummies, you'll be creating sites, working with lists, and integrating with Microsoft Teams in no time at all.
This book offers fully illustrated, step-by-step instructions to adapt and customize SharePoint for your own organization. Perfect for complete SharePoint novices as well as veterans of previous versions, you'll learn to manage and work with enterprise content and use the SharePoint mobile app.
This handy guide also walks you through:
* Creating integrated, online portals from scratch for everyone in your organization to use
* How to navigate the SharePoint interface like a pro, without any prior knowledge
* Using SharePoint alongside Microsoft Office 365's other powerful tools, like Teams
Ideal for anyone who wants to--or has to--use SharePoint at work or school, SharePoint For Dummies is your irreplaceable companion to getting up-to-speed with SharePoint in a hurry!
Rosemarie Withee is President of Portal Integrators and Founder of Scrum Now. She has years of experience as a SharePoint consultant and is the author of several books on Microsoft software products.
Ken Withee has worked with SharePoint for over a decade.
Introduction 1
About This Book 2
Foolish Assumptions 3
Icons Used in This Book 3
Beyond the Book 4
Where to Go from Here 4
Part 1: Getting Started with SharePoint 5
Chapter 1: Getting to Know SharePoint 7
Up and Running with SharePoint in Three Minutes Flat 8
Wrapping Your Head around SharePoint 13
No, really, what is SharePoint? 13
A Microsoft product 15
Many different SharePoint definitions 15
More than a website 18
Taking a Peek at a SharePoint Site 19
Getting Familiar with SharePoint Terminology 21
Branding 21
Business intelligence (BI) 21
eDiscovery 22
Identity management 22
Mobile 23
Records management and compliance 23
Search 24
Social 24
Web content management 24
Workflow 25
Chapter 2: Introducing SharePoint in Microsoft 365 27
Accessing and Using SharePoint 28
Getting Familiar with SharePoint Online 28
Determining What Version of SharePoint You Are Using 30
Understanding Why SharePoint Online Has Become So Popular 30
Differences between SharePoint Online and SharePoint On-Premises 31
Exploring the Benefits of SharePoint Online 33
Data center and hardware 33
Software platform 34
Backup, redundancy, and security 35
Chapter 3: Wrangling SharePoint Functionality 37
Coming to Terms with Website Templates 38
Show Me the Apps 39
Working with Web Pages 40
Site page 42
Wiki page 42
Web Part page 42
Publishing page 43
Understanding Web Parts 43
Digging into SharePoint Features 44
Integrating with Office 45
Part 2: Diving Headfirst into SharePoint 47
Chapter 4: Discovering SharePoint in Your Pocket 49
Installing the SharePoint Mobile App 49
Installing on iOS 50
Installing on Android 50
Signing into the SharePoint Mobile App 51
Finding Your SharePoint Stuff with the Find Tab 53
Exploring a SharePoint site 54
Opening navigation 55
Getting the Latest News with the News Tab 56
All About You with the Me Tab 57
Chapter 5: Understanding SharePoint Sites 61
Accessing SharePoint Sites in Microsoft 365 61
Exploring the SharePoint Team Site 64
Finding your way around 64
Uploading documents 65
Sharing your Team site 66
Creating a SharePoint Site 70
Create a subsite from your web browser 70
Create a site from the SharePoint Mobile App 72
Requesting a SharePoint Site 74
Grouping Sites with Hub Sites 75
Chapter 6: Working with Web Pages and Web Parts 77
Understanding SharePoint Web Pages 78
Creating a Site page 78
Creating a Web Part page 80
Creating a Wiki page 82
Introducing the Ribbon 83
Deciding What Type of Page to Create 84
Digging into Web Parts 85
Adding a Web Part to Your Page 85
Choosing the Right Web Part 89
Changing Web Part Properties 92
Reviewing Web Part properties 92
Editing Web Part properties 93
Minimizing or deleting Web Parts 94
Connecting Web Parts 95
Managing Pages 97
Categorizing Your Wiki Pages 98
Taking a Peek into Custom Page Designs 99
Chapter 7: Adding Content to SharePoint 101
SharePoint as a Content Management System 101
Wrangling the Overwhelming Mountain of Digital Content 102
Getting Your Documents into SharePoint 103
Uploading a single document 104
Uploading multiple documents 106
Updating document properties using Edit in Grid view 106
Creating New Content in SharePoint 108
Using the SharePoint Mobile App to Peek at Content on the Go 109
Chapter 8: Discovering SharePoint in Microsoft Teams 113
Using Teams in Microsoft 365 114
Understanding the Marriage of SharePoint and Teams 116
Accessing SharePoint files in Teams 116
Using the Teams wiki and finding it in SharePoint 118
Adding SharePoint Pages and Lists to Teams 119
Chapter 9: Working with SharePoint from Microsoft Office 123
Getting Familiar with Office Versioning 124
Working with Office on Your Desktop or Laptop 124
Installing Microsoft Office 125
Saving a new document to SharePoint 127
Opening a document from SharePoint 129
Working with Office on Your Smartphone or Tablet 131
Saving a new document to SharePoint 131
Opening a document from SharePoint 133
Chapter 10: Getting Social 135
Sharing and Following SharePoint Sites 136
Setting up alerts 139
Managing alerts 142
Staying Up to Date with News 143
Information Sharing with Blog Style Sites and Wikis 144
Creating a blog-style site 145
Publishing a new post 145
Using wikis to collaborate and coauthor 146
Communicating with Discussion Boards 149
Creating a Discussion Board app 149
Posting and replying to a subject 149
Connecting with Others Using RSS Feeds 151
Viewing RSS feeds 151
Reading RSS feeds with Outlook 153
Part 3: Customizing SharePoint 155
Chapter 11: Customizing SharePoint with Apps 157
Introducing SharePoint Apps 158
Adding Apps to Your Site 159
Accessing App Settings 160
Configuring the General Settings 164
Changing the title, description, and navigation 164
Versioning settings 164
Advanced settings 167
Validation settings 171
Audience Targeting settings 172
Rating settings 172
Form settings 173
Chapter 12: Developing a Custom App 175
Planning Your App 176
Creating Your App 176
Adding columns to your app 177
Working with the Title column 184
Importing a Spreadsheet as an App 186
Taking Your App to the Next Level: Calculated and Lookup Columns 188
Creating a calculated column 188
Using a lookup column 190
Keeping Track of Locations 191
Downloading Apps from the SharePoint Store 191
Chapter 13: Taking Control of Your Profile and Content 193
Organizing Your Personal Content with OneDrive 193
Saving stuff with OneDrive 195
Creating or uploading documents in your OneDrive 196
Expressing Yourself with Your Profile 198
Creating a holistic profile experience 198
Filling in your profile information 199
Tracking Your Favorite Sites 201
Chapter 14: Organizing and Viewing Content 203
Working with Documents 204
Using the ellipsis 204
Editing a document's properties 206
Viewing documents in the browser 208
Sharing Your Documents 209
Recovering Deleted Documents 209
Uploading Documents into a Folder 211
Discovering SharePoint Views 215
Switching the view 215
Getting to know view formats 217
Creating a Standard View 217
Choosing columns for your view 220
Filtering apps with views 221
Grouping results 222
Quickly edit app data with Edit In Grid View (a.k.a Quick Edit) 223
Choosing a display style 225
Managing App Data in a Datasheet View 225
Using Ad Hoc Views 226
Creating a Calendar View 227
Displaying Tasks in a Gantt View 228
Managing Existing Views 229
Modifying your views 229
Setting the default view 229
Other SharePoint built-in views 230
Displaying Views via Web Parts 230
Chapter 15: Creating Workflows with Microsoft Power Automate 231
Understanding Workflow 232
Introducing Microsoft Power Automate 232
Signing into Microsoft Power Automate 232
Getting familiar with Power Automate 233
Building your first flow 236
Using the Traditional SharePoint-Only Workflow 240
Chapter 16: Getting Answers with Microsoft Forms 243
Signing into Microsoft Forms 243
Creating a Form in Microsoft Forms 244
Analyzing Microsoft Forms Data 247
Displaying a Form in SharePoint 248
Capturing Forms Data in SharePoint 250
Part 4: Becoming a SharePoint Administrator 251
Chapter 17: Building Business Apps with Power Apps 253
Introducing Power Apps 253
Signing into Power Apps 254
Getting familiar with Power Apps 254
Building your first Power App 256
Sharing your Power App 260
Using Power Apps on your Mobile Device 261
Embedding a Power App within a SharePoint Page 261
Viewing SharePoint Sites in a Web Browser on a Mobile Device 262
Creating views for small screens 263
Targeting devices using channels 263
Chapter 18: Realizing You Are a SharePoint Administrator 265
Changing Your Site's Basic Information 266
Finding Site Settings 267
Digging into Site Settings 269
Look and Feel 269
Site Actions 272
Site Collection Administration 272
Microsoft Search 273
Web Designer Galleries 273
Site Administration 275
Search 275
Getting a High-Level View of SharePoint Features 277
Turning Features On and Off 278
Exploring Common Features 279
Extending SharePoint with Features 280
Changing the Look and Feel of Your Site 280
A note on fonts 283
A word on usability 284
The benefits of composed looks 285
Checking Out SharePoint Metrics 285
Chapter 19: Configuring Site...
Erscheinungsjahr: | 2022 |
---|---|
Fachbereich: | Anwendungs-Software |
Genre: | Importe, Informatik |
Rubrik: | Naturwissenschaften & Technik |
Medium: | Taschenbuch |
Reihe: | For Dummies |
Inhalt: |
XV
424 S. |
ISBN-13: | 9781119842989 |
ISBN-10: | 1119842980 |
Sprache: | Englisch |
Herstellernummer: | 1W119842980 |
Einband: | Kartoniert / Broschiert |
Autor: |
Withee, Ken
Withee, Rosemarie |
Auflage: | 2. Auflage |
Hersteller: | Wiley John + Sons |
Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, amartine@wiley-vch.de |
Maße: | 232 x 190 x 27 mm |
Von/Mit: | Ken Withee (u. a.) |
Erscheinungsdatum: | 14.02.2022 |
Gewicht: | 0,817 kg |
Rosemarie Withee is President of Portal Integrators and Founder of Scrum Now. She has years of experience as a SharePoint consultant and is the author of several books on Microsoft software products.
Ken Withee has worked with SharePoint for over a decade.
Introduction 1
About This Book 2
Foolish Assumptions 3
Icons Used in This Book 3
Beyond the Book 4
Where to Go from Here 4
Part 1: Getting Started with SharePoint 5
Chapter 1: Getting to Know SharePoint 7
Up and Running with SharePoint in Three Minutes Flat 8
Wrapping Your Head around SharePoint 13
No, really, what is SharePoint? 13
A Microsoft product 15
Many different SharePoint definitions 15
More than a website 18
Taking a Peek at a SharePoint Site 19
Getting Familiar with SharePoint Terminology 21
Branding 21
Business intelligence (BI) 21
eDiscovery 22
Identity management 22
Mobile 23
Records management and compliance 23
Search 24
Social 24
Web content management 24
Workflow 25
Chapter 2: Introducing SharePoint in Microsoft 365 27
Accessing and Using SharePoint 28
Getting Familiar with SharePoint Online 28
Determining What Version of SharePoint You Are Using 30
Understanding Why SharePoint Online Has Become So Popular 30
Differences between SharePoint Online and SharePoint On-Premises 31
Exploring the Benefits of SharePoint Online 33
Data center and hardware 33
Software platform 34
Backup, redundancy, and security 35
Chapter 3: Wrangling SharePoint Functionality 37
Coming to Terms with Website Templates 38
Show Me the Apps 39
Working with Web Pages 40
Site page 42
Wiki page 42
Web Part page 42
Publishing page 43
Understanding Web Parts 43
Digging into SharePoint Features 44
Integrating with Office 45
Part 2: Diving Headfirst into SharePoint 47
Chapter 4: Discovering SharePoint in Your Pocket 49
Installing the SharePoint Mobile App 49
Installing on iOS 50
Installing on Android 50
Signing into the SharePoint Mobile App 51
Finding Your SharePoint Stuff with the Find Tab 53
Exploring a SharePoint site 54
Opening navigation 55
Getting the Latest News with the News Tab 56
All About You with the Me Tab 57
Chapter 5: Understanding SharePoint Sites 61
Accessing SharePoint Sites in Microsoft 365 61
Exploring the SharePoint Team Site 64
Finding your way around 64
Uploading documents 65
Sharing your Team site 66
Creating a SharePoint Site 70
Create a subsite from your web browser 70
Create a site from the SharePoint Mobile App 72
Requesting a SharePoint Site 74
Grouping Sites with Hub Sites 75
Chapter 6: Working with Web Pages and Web Parts 77
Understanding SharePoint Web Pages 78
Creating a Site page 78
Creating a Web Part page 80
Creating a Wiki page 82
Introducing the Ribbon 83
Deciding What Type of Page to Create 84
Digging into Web Parts 85
Adding a Web Part to Your Page 85
Choosing the Right Web Part 89
Changing Web Part Properties 92
Reviewing Web Part properties 92
Editing Web Part properties 93
Minimizing or deleting Web Parts 94
Connecting Web Parts 95
Managing Pages 97
Categorizing Your Wiki Pages 98
Taking a Peek into Custom Page Designs 99
Chapter 7: Adding Content to SharePoint 101
SharePoint as a Content Management System 101
Wrangling the Overwhelming Mountain of Digital Content 102
Getting Your Documents into SharePoint 103
Uploading a single document 104
Uploading multiple documents 106
Updating document properties using Edit in Grid view 106
Creating New Content in SharePoint 108
Using the SharePoint Mobile App to Peek at Content on the Go 109
Chapter 8: Discovering SharePoint in Microsoft Teams 113
Using Teams in Microsoft 365 114
Understanding the Marriage of SharePoint and Teams 116
Accessing SharePoint files in Teams 116
Using the Teams wiki and finding it in SharePoint 118
Adding SharePoint Pages and Lists to Teams 119
Chapter 9: Working with SharePoint from Microsoft Office 123
Getting Familiar with Office Versioning 124
Working with Office on Your Desktop or Laptop 124
Installing Microsoft Office 125
Saving a new document to SharePoint 127
Opening a document from SharePoint 129
Working with Office on Your Smartphone or Tablet 131
Saving a new document to SharePoint 131
Opening a document from SharePoint 133
Chapter 10: Getting Social 135
Sharing and Following SharePoint Sites 136
Setting up alerts 139
Managing alerts 142
Staying Up to Date with News 143
Information Sharing with Blog Style Sites and Wikis 144
Creating a blog-style site 145
Publishing a new post 145
Using wikis to collaborate and coauthor 146
Communicating with Discussion Boards 149
Creating a Discussion Board app 149
Posting and replying to a subject 149
Connecting with Others Using RSS Feeds 151
Viewing RSS feeds 151
Reading RSS feeds with Outlook 153
Part 3: Customizing SharePoint 155
Chapter 11: Customizing SharePoint with Apps 157
Introducing SharePoint Apps 158
Adding Apps to Your Site 159
Accessing App Settings 160
Configuring the General Settings 164
Changing the title, description, and navigation 164
Versioning settings 164
Advanced settings 167
Validation settings 171
Audience Targeting settings 172
Rating settings 172
Form settings 173
Chapter 12: Developing a Custom App 175
Planning Your App 176
Creating Your App 176
Adding columns to your app 177
Working with the Title column 184
Importing a Spreadsheet as an App 186
Taking Your App to the Next Level: Calculated and Lookup Columns 188
Creating a calculated column 188
Using a lookup column 190
Keeping Track of Locations 191
Downloading Apps from the SharePoint Store 191
Chapter 13: Taking Control of Your Profile and Content 193
Organizing Your Personal Content with OneDrive 193
Saving stuff with OneDrive 195
Creating or uploading documents in your OneDrive 196
Expressing Yourself with Your Profile 198
Creating a holistic profile experience 198
Filling in your profile information 199
Tracking Your Favorite Sites 201
Chapter 14: Organizing and Viewing Content 203
Working with Documents 204
Using the ellipsis 204
Editing a document's properties 206
Viewing documents in the browser 208
Sharing Your Documents 209
Recovering Deleted Documents 209
Uploading Documents into a Folder 211
Discovering SharePoint Views 215
Switching the view 215
Getting to know view formats 217
Creating a Standard View 217
Choosing columns for your view 220
Filtering apps with views 221
Grouping results 222
Quickly edit app data with Edit In Grid View (a.k.a Quick Edit) 223
Choosing a display style 225
Managing App Data in a Datasheet View 225
Using Ad Hoc Views 226
Creating a Calendar View 227
Displaying Tasks in a Gantt View 228
Managing Existing Views 229
Modifying your views 229
Setting the default view 229
Other SharePoint built-in views 230
Displaying Views via Web Parts 230
Chapter 15: Creating Workflows with Microsoft Power Automate 231
Understanding Workflow 232
Introducing Microsoft Power Automate 232
Signing into Microsoft Power Automate 232
Getting familiar with Power Automate 233
Building your first flow 236
Using the Traditional SharePoint-Only Workflow 240
Chapter 16: Getting Answers with Microsoft Forms 243
Signing into Microsoft Forms 243
Creating a Form in Microsoft Forms 244
Analyzing Microsoft Forms Data 247
Displaying a Form in SharePoint 248
Capturing Forms Data in SharePoint 250
Part 4: Becoming a SharePoint Administrator 251
Chapter 17: Building Business Apps with Power Apps 253
Introducing Power Apps 253
Signing into Power Apps 254
Getting familiar with Power Apps 254
Building your first Power App 256
Sharing your Power App 260
Using Power Apps on your Mobile Device 261
Embedding a Power App within a SharePoint Page 261
Viewing SharePoint Sites in a Web Browser on a Mobile Device 262
Creating views for small screens 263
Targeting devices using channels 263
Chapter 18: Realizing You Are a SharePoint Administrator 265
Changing Your Site's Basic Information 266
Finding Site Settings 267
Digging into Site Settings 269
Look and Feel 269
Site Actions 272
Site Collection Administration 272
Microsoft Search 273
Web Designer Galleries 273
Site Administration 275
Search 275
Getting a High-Level View of SharePoint Features 277
Turning Features On and Off 278
Exploring Common Features 279
Extending SharePoint with Features 280
Changing the Look and Feel of Your Site 280
A note on fonts 283
A word on usability 284
The benefits of composed looks 285
Checking Out SharePoint Metrics 285
Chapter 19: Configuring Site...
Erscheinungsjahr: | 2022 |
---|---|
Fachbereich: | Anwendungs-Software |
Genre: | Importe, Informatik |
Rubrik: | Naturwissenschaften & Technik |
Medium: | Taschenbuch |
Reihe: | For Dummies |
Inhalt: |
XV
424 S. |
ISBN-13: | 9781119842989 |
ISBN-10: | 1119842980 |
Sprache: | Englisch |
Herstellernummer: | 1W119842980 |
Einband: | Kartoniert / Broschiert |
Autor: |
Withee, Ken
Withee, Rosemarie |
Auflage: | 2. Auflage |
Hersteller: | Wiley John + Sons |
Verantwortliche Person für die EU: | Wiley-VCH GmbH, Boschstr. 12, D-69469 Weinheim, amartine@wiley-vch.de |
Maße: | 232 x 190 x 27 mm |
Von/Mit: | Ken Withee (u. a.) |
Erscheinungsdatum: | 14.02.2022 |
Gewicht: | 0,817 kg |