Microsoft SharePoint For Dummies

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 Office 365

• 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 2019

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 and Hub Sites

• Accessing SharePoint Sites in Office 365
• Exploring the SharePoint Team Site
• Finding your way around
• Uploading documents
• Sharing your team site
• Creating a SharePoint Site
• Create a site 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 Sneak 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 Quick Edit 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 Office 365
• 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 Blogs and Wikis
• Creating a blog site
• Posting to a blog
• 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
• Using Comments in a SharePoint site

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
• 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 12: 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
• Reaching Out with a Blog

Chapter 13: 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 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 14: Creating Workflows with Microsoft Flow

• Understanding Workflow
• Introducing Microsoft Flow
• Signing into Microsoft Flow
• Getting familiar with Flow
• Building your first flow
• Using the Traditional SharePoint-Only Workflow
• Getting Up to Speed on SharePoint Designer
• Connecting to a SharePoint site
• Creating a workflow
• Rediscovering the Out-of-the-Box Approval Workflow

Chapter 15: 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 16: Building Business Apps with PowerApps

• Introducing PowerApps
• Signing into PowerApps
• Getting familiar with PowerApps
• Building your first PowerApp
• Sharing your PowerApp
• Using PowerApps on your Mobile Device
• Embedding a PowerApp 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 17: Realizing You are a SharePoint Administrator

• Changing Your Site's Basic Information
• Finding Site Settings
• Digging into Site Settings
• Look and Feel 25
• Site Actions
• Site Collection Administration
• 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 18: 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 19: 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
• GoDaddy
• Wix
• Working with an Existing SharePoint Online Public-Facing Website
• Reviewing what you get with your site
• Adding and editing web pages
• Updating page properties
• Changing the site's look and feel
• Using a vanity domain

Chapter 20: 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
• Viewing Publishing Infrastructure Feature 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 21: Managing Content and the Content Lifecycle

• 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 22: 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 23: 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 24: Ten Hot SharePoint 2019 Topics

• Getting Up to Speed with SharePoint
• SharePoint Online Videos
• SharePoint Online Official Documentation
• SharePoint Development
• SharePoint Workflow
• Taking SharePoint for a Spin
• Staying Current: The SharePoint Blog
• New On-Premises Features in SharePoint 2019
• Plan for SharePoint
• SharePoint from the Leader

Chapter 25: 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
• Design and Branding
• Content Management
• Reusing Web Parts
• Keeping Things Current: Web Operations Management

Chapter 26: 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