SharePoint For Dummies, 2nd Edition
- Length: 448 pages
- Edition: 2
- Language: English
- Publisher: For Dummies
- Publication Date: 2021-12-29
- ISBN-10: 1119842980
- ISBN-13: 9781119842989
- Sales Rank: #575371 (See Top 100 Books)
Unlock the potential of Microsoft’s powerful web-based collaborative platform that comes standard with Microsoft 365
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!
Title Page Copyright Page Table of Contents Introduction About This Book Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here Part 1 Getting Started with SharePoint Chapter 1 Getting to Know SharePoint Up and Running with SharePoint in Three Minutes Flat Wrapping Your Head around SharePoint No, really, what is SharePoint? A Microsoft product Many different SharePoint definitions More than a website Taking a Peek at a SharePoint Site Getting Familiar with SharePoint Terminology Branding Business intelligence (BI) eDiscovery Identity management Mobile Records management and compliance Search Social Web content management Workflow Chapter 2 Introducing SharePoint in Microsoft Accessing and Using SharePoint Getting Familiar with SharePoint Online Determining What Version of SharePoint You Are Using Understanding Why SharePoint Online Has Become So Popular Differences between SharePoint Online and SharePoint On-Premises Exploring the Benefits of SharePoint Online Data center and hardware Software platform Backup, redundancy, and security Chapter 3 Wrangling SharePoint Functionality Coming to Terms with Website Templates Show Me the Apps Working with Web Pages Site page Wiki page Web Part page Publishing page Understanding Web Parts Digging into SharePoint Features Integrating with Office Part 2 Diving Headfirst into SharePoint Chapter 4 Discovering SharePoint in Your Pocket Installing the SharePoint Mobile App Installing on iOS Installing on Android Signing into the SharePoint Mobile App Finding Your SharePoint Stuff with the Find Tab Exploring a SharePoint site Opening navigation Getting the Latest News with the News Tab All About You with the Me Tab Chapter 5 Understanding SharePoint Sites Accessing SharePoint Sites in Microsoft Exploring the SharePoint Team Site Finding your way around Uploading documents Sharing your Team site Creating a SharePoint Site Create a subsite from your web browser Create a site from the SharePoint Mobile App Requesting a SharePoint Site Grouping Sites with Hub Sites Chapter 6 Working with Web Pages and Web Parts Understanding SharePoint Web Pages Creating a Site page Creating a Web Part page Creating a Wiki page Introducing the Ribbon Deciding What Type of Page to Create Digging into Web Parts Adding a Web Part to Your Page Choosing the Right Web Part Changing Web Part Properties Reviewing Web Part properties Editing Web Part properties Minimizing or deleting Web Parts Connecting Web Parts Managing Pages Categorizing Your Wiki Pages Taking a Peek into Custom Page Designs Chapter 7 Adding Content to SharePoint SharePoint as a Content Management System Wrangling the Overwhelming Mountain of Digital Content Getting Your Documents into SharePoint Uploading a single document Uploading multiple documents Updating document properties using Edit in Grid view Creating New Content in SharePoint Using the SharePoint Mobile App to Peek at Content on the Go Chapter 8 Discovering SharePoint in Microsoft Teams Using Teams in Microsoft Understanding the Marriage of SharePoint and Teams Accessing SharePoint files in Teams Using the Teams wiki and finding it in SharePoint Adding SharePoint Pages and Lists to Teams Chapter 9 Working with SharePoint from Microsoft Office Getting Familiar with Office Versioning Working with Office on Your Desktop or Laptop Installing Microsoft Office Saving a new document to SharePoint Opening a document from SharePoint Working with Office on Your Smartphone or Tablet Saving a new document to SharePoint Opening a document from SharePoint Chapter 10 Getting Social Sharing and Following SharePoint Sites Setting up alerts Managing alerts Staying Up to Date with News Information Sharing with Blog Style Sites and Wikis Creating a blog-style site Publishing a new post Using wikis to collaborate and coauthor Communicating with Discussion Boards Creating a Discussion Board app Posting and replying to a subject Connecting with Others Using RSS Feeds Viewing RSS feeds Reading RSS feeds with Outlook Part 3 Customizing SharePoint Chapter 11 Customizing SharePoint with Apps Introducing SharePoint Apps Adding Apps to Your Site Accessing App Settings Configuring the General Settings Changing the title, description, and navigation Versioning settings Advanced settings Validation settings Audience Targeting settings Rating settings Form settings Chapter 12 Developing a Custom App Planning Your App Creating Your App Adding columns to your app Working with the Title column Importing a Spreadsheet as an App Taking Your App to the Next Level: Calculated and Lookup Columns Creating a calculated column Using a lookup column Keeping Track of Locations Downloading Apps from the SharePoint Store Chapter 13 Taking Control of Your Profile and Content Organizing Your Personal Content with OneDrive Saving stuff with OneDrive Creating or uploading documents in your OneDrive Expressing Yourself with Your Profile Creating a holistic profile experience Filling in your profile information Tracking Your Favorite Sites Chapter 14 Organizing and Viewing Content Working with Documents Using the ellipsis Editing a document’s properties Viewing documents in the browser Sharing Your Documents Recovering Deleted Documents Uploading Documents into a Folder Discovering SharePoint Views Switching the view Getting to know view formats Creating a Standard View Choosing columns for your view Filtering apps with views Grouping results Quickly edit app data with Edit In Grid View (a.k.a. Quick Edit) Choosing a display style Managing App Data in a Datasheet View Using Ad Hoc Views Creating a Calendar View Displaying Tasks in a Gantt View Managing Existing Views Modifying your views Setting the default view Other SharePoint built-in views Displaying Views via Web Parts Chapter 15 Creating Workflows with Microsoft Power Automate Understanding Workflow Introducing Microsoft Power Automate Signing into Microsoft Power Automate Getting familiar with Power Automate Building your first flow Using the Traditional SharePoint-Only Workflow Chapter 16 Getting Answers with Microsoft Forms Signing into Microsoft Forms Creating a Form in Microsoft Forms Analyzing Microsoft Forms Data Displaying a Form in SharePoint Capturing Forms Data in SharePoint Part 4 Becoming a SharePoint Administrator Chapter 17 Building Business Apps with Power Apps Introducing Power Apps Signing into Power Apps Getting familiar with Power Apps Building your first Power App Sharing your Power App Using Power Apps on your Mobile Device Embedding a Power App within a SharePoint Page Viewing SharePoint Sites in a Web Browser on a Mobile Device Creating views for small screens Targeting devices using channels Chapter 18 Realizing You Are a SharePoint Administrator Changing Your Site’s Basic Information Finding Site Settings Digging into Site Settings Look and Feel Site Actions Site Collection Administration Microsoft Search Web Designer Galleries Site Administration Search Getting a High-Level View of SharePoint Features Turning Features On and Off Exploring Common Features Extending SharePoint with Features Changing the Look and Feel of Your Site A note on fonts A word on usability The benefits of composed looks Checking Out SharePoint Metrics Chapter 19 Configuring Site Navigation Changing Team Site Navigation Staying local with Quick Launch Adding quick links to a page Taking on Advanced Navigation Configuring SharePoint navigation Configuring global navigation Configuring current navigation Configuring Static Navigation Navigating with Web Parts Understanding Managed Navigation Chapter 20 Creating a Client or Partner Portal Sharing a Site with External Guests Inviting Guests Using Outlook Groups Planning for Your Client or Guest Portal Launching Your Portal Creating a Public-Facing Website Chapter 21 Securing SharePoint Using SharePoint Groups Adding users to a group Understanding the permission structure Securing a site collection Securing Apps, Folders, Documents, and Items Creating unique permissions for a subsite Removing existing permissions Creating unique permissions for an app or document Managing permissions scenarios Viewing a group’s permissions Checking a user’s permissions Granting Administrative Access Viewing Site Permissions Locking Down a Partner Portal Permissions in SharePoint Online versus SharePoint On-Premises Going Further with Custom Permissions Part 5 Managing Enterprise Content Chapter 22 Managing Content and the Content Lifecycle Starting Simple: Co-Authoring Checking a Document In and Out Configuring Content Approval Turning on content approval Identifying approvers Casting an approving eye Disapproving: Not just for stern parents Getting alerts on approval/rejection status Digging into a SharePoint Records Center Defining the terms Creating information management policies Setting Up a Records Center Using the Content Organizer Managing Records in Place Placing Records on Litigation Hold Chapter 23 Finding What You Need with Search Understanding How SharePoint Search Works Searching for Content Searching for a string using quotation marks Wildcard searches Including and excluding terms Building compound search queries using Boolean operators Getting fancy with the parentheses Finding terms in proximity Same meaning, different terms Viewing and Refining Search Results Making Search Your Users’ Best Friend Removing Content from Search Results Reviewing Search Analytics Adding a Search Center Site Chapter 24 Integrating with Power BI Signing into Power BI Installing the Power BI Desktop Building Your First Power BI Report Pulling Data into Power BI from SharePoint SharePoint Library app SharePoint List app Displaying a Power BI Report on a SharePoint Page Part 6 The Part of Tens Chapter 25 Ten Hot SharePoint Topics Getting Up to Speed with SharePoint SharePoint Online Videos SharePoint Online Official Documentation SharePoint Development SharePoint Power Automate Taking SharePoint for a Spin Staying Current: The SharePoint Blog New On-Premises Features in SharePoint Server Plan for SharePoint SharePoint from the Leader Chapter 26 Ten Ways to Maintain Control with Governance Failure Is Not an Option (Neither Is Looking Away and Whistling) Getting Executive Buy-In and Support Building an Effective Governance Group Finding the Right Level Yours, Mine, Ours: Deciding Who Owns What (Re)Visiting Social Networking Policies Applying Consistent Design and Branding Implementing Effective Content Management Reusing Web Parts Keeping Things Current: Web Operations Management Chapter 27 Ten Ways to Become a SharePoint Server Guru Getting Information from the Horse’s Mouth Reading SharePoint Blogs Finding Local User Groups Building a Virtual Lab Starting with a Good Foundation Borrowing from Others Getting Certified Taking a Peek under the Covers Digging Deeper under the Covers Deconstructing a SharePoint Site Index EULA
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