Creating a SharePoint Site · Chapter 3 Creating a SharePoint Site 45 Create a Subsite Under a Site In your web browser, open your SharePoint site. Click Sites on the Navigation bar,

Creating a SharePoint Site

Introduction

The SharePoint comes with a variety of different types ofsites, such as a team, web, blog, and document center. A siteis a group of related pages and apps where users can collab-orate on projects and share information. Each site caninclude multiple subsites and pages that relate to the mainsite. A subsite can also include its own subsites and pages. Amain site and its group of subsites and pages is called a sitecollection, which create a hierarchy or levels. The main site,also known as the top-level site, requires administration per-missions in order to manage it. When you create a subsite, itinherits the permissions, navigation, and appearance of theparent site, the site from which you created it.

You can create a site by using a SharePoint site template.The template provides the base functionality for the site,which you can add or remove features to customize it. Sitesin SharePoint are organized on the Sites pages, where youcan access them using links, including ones you’re following.You can access a SharePoint site by navigating to the Sitespage and using a site link or entering the complete addressto the direct site. When you work with and maintain a site,there are two main areas you need to know about. One isSite Contents and the other is Site Settings. Site contentsallows you to view and manage all of the libraries, lists,applications, and subsites on the site, while Site Settingsallows you to access the administrative options you need tomanage and customize the site, such as changing the sitetitle, logo, and look. Each site comes with one or more pages,such as the Home page, which you can view or add new onesto customize the site. 3

3What You’ll Do

Create a SharePoint Site

View a Site Window

Get Around the Site

View Site Content

Change a Site Title and Logo

Change the Look of a Site

Change Language and Regional Settings

Change and Create Navigation Links

Use Navigation Aids

Search for Site Content

Open or Add a Site Page

Work with Site Pages

View a Site Hierarchy

Manage Site Features

Explore Site Features

Share a Site

Save a Site Template

Delete a Site

Use Site Closure and Deletion Settings

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During the SharePoint installation, some initial sites get set up.However, once everything is set up and you have the right permissions,you can create a site in SharePoint. Each site can also include multiplesubsites and pages that relate to the main site. You can create a sub-site by using a SharePoint site template (New!). A SharePoint templateprovides the base functionality for the site, which you can add orremove features to customize it. SharePoint organizes templates intocategories: Collaboration, Enterprise, Publishing, and Duet Enterprise.However, category and template availability vary based on yourSharePoint edition.

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Creating a SharePointSite

Create a New SharePoint Site

In your web browser, open yourSharePoint site.

Click Sites on the Navigation bar.

Click new site.

Enter a site name.

The direct URL for the site appearsunder the Name box.

Click Create.5

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See AlsoSee “Deleting a SharePoint Site” onpage 72 for information on removing aSharePoint site.

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Chapter 3 Creating a SharePoint Site 45

Create a Subsite Under a Site


Click Sites on the Navigation bar,and then navigate to the Homepage where you want to create asubsite.

Click the Settings button (Gearicon), and then click Site contents.

The Site Contents page appears.

Scroll to the bottom of the page,and then click new subsite.

Enter a title and description for thesite.

Enter a URL name for the site,which is added to the root site.

Click the Language list arrow, andthen select a language.

Click a template tab, and thenselect the site template you want.

Click the Use same permissions asparent site or Use uniquepermissions option to select userpermissions for the site.

Click Yes or No to selectnavigation options for the site.

Click Create.11

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Did You Know?You can create a subsite in SiteSettings. Click the Settings button(Gear icon), click Site settings, clickthe Sites and workspaces link underSite Administration, click Create, spec-ify site information, and then clickCreate.

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When you open a site, the site windowappears with navigation and commands youcan use to work with it. Each site containscontent and commands based on the tem-plate used to create it. So, not everyone isgoing to look the same. Here is a look at thesite window Home page for a Team site.

Here are the common site elements thatappear on a site:

◆ Site logo. Displays a logo representingthe site. Clicking the logo takes you to theHome page.

◆ Quick Launch bar. Allows you to quicklynavigate to different areas of the site,including Home and Site Contents.

◆ Ribbon. Provides tabs that expand todisplay commands to work with sitepages and libraries.

◆ Share button. Allows you to send anemail to others with specifiedpermissions to share the site.

◆ Follow button. Allows you to add the siteto the Sites page where you can easilyaccess it in the future.

Viewing a Site Window

Follow button

Site logo

Share buttonTabs on the Ribbon

QuickLaunch bar


◆ Sync button. Allows you to synchronizethe site contents locally on yourcomputer for offline access.

◆ Edit button. Allows you to make changesto the site page.

◆ Focus button. Expands or collapses theleft pane with the site logo and QuickLaunch bar.

◆ Top Link bar. Allows you to navigate thesite with links inherited from the parent.

◆ Search box. Allows you to search thecontents of the site.

◆ Site title. Displays the title of the site.

Here are the site specific elements thatappear on the Home page for a Team site:

◆ Getting Started Web Part. Provides a tiledmenu for easy access to site options.

◆ Document App Part. Allows you to viewand work with documents in Documentlibraries on the Home page.

◆ Newsfeed Web Part. Allows you to viewrecent postings by others and make aposting on the Home page.

Edit buttonTop Link barSite title

Searchbox

NewsfeedWeb Part

GettingStartedWeb Part

DocumentApp Part

Focusbutton

Sync button

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Sites in SharePoint are organized on the Sites pages, where you canaccess them using links, including ones you’re following. You canaccess a SharePoint site by navigating to the Sites page and using asite link or entering the complete address to the direct site. When youaccess a site, the Home page for the site appears, which works similarto a Home page for a web site. The Home page appears with contentyou can customize. On the Home page, you can get around the site byusing links on the Top Links or Quick Launch bar (in the left column) oron the page. If a site has a subsite, you can access it using links on theTop Links bar and from the Site Contents page. You can follow a site orsubsite on the Sites page for easy access.

Getting Around a Site

Get to the Top-Level Sites


Click Sites on the Navigation bar.

The top-level sites appear on theSites page.

To open a site, click a site link.

◆ Promoted Sites. Click the sitetile to open it.

◆ Sites I’m following. Click thesite name link to open it.

The Home page for the siteappears in your web browser.

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Did You Know?You can follow a site. Go to the Homepage for the site, and then click theFollow button below the Navigationbar. The site appears on the Sites pagefor easy access. You can also access afollowed site from the Newsfeed pane.

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Get Around Within a Site

Open your web browser.

In the Address bar, enter the mainor direct site address.

◆ Main Address. Go to yourSharePoint server address,click Sites on the Navigationbar, and then click the sitename.

◆ Direct Address. Go to the directSharePoint site address. Forexample, https://sharepointaddress/site name.

The Home page for the siteappears in your web browser.

To navigate the site, click a link onthe Top Links or Quick Launch baror on the page.

◆ You can click Home on theQuick Launch bar to return tothe site Home page.

TIMESAVER Click theSharePoint logo to return to theHome page.

◆ You can click the Back button inyour web browser to go back tothe previous page.

To navigate to a subsite, click SiteContents on the Quick Launch bar,scroll to the bottom, and then clicka link to a subsite.

◆ You can also click a subsite linkon the Top Links or QuickLaunch bar, if available.

When you access a subsite, theHome page for the site opens,leaving the parent site.

To return to the main site, click thesite link on the Top Links bar.

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Subsite

Settings button

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When you work with and maintain a site, there are two main areas youneed to know about. One is Site Contents and the other is Site Settings.Site contents allows you to view and manage all of the libraries, lists,applications, and subsites on the site, while Site Settings allows you toaccess the administrative options you need to manage and customizethe site. You can access Site Contents and sites setting on the Settingsmenu or Quick Launch bar.

Viewing Site Content

View Site Contents


Navigate to the site you want toview.

To open the Site contents page,use any of the following:

◆ Quick Launch. Click SiteContents on the Quick Launchbar.

◆ Settings Menu. Click theSetting button (Gear icon), andthen click Site contents.

On the Site Contents page, youcan do any of the following:

◆ Add an app. Click Add an app,and then select the app youwant.

◆ Change app settings. Point toan app, click the More Optionsbutton (. . .), and then clickSettings.

◆ Remove an app. Point to anapp, click the More Optionsbutton (. . .), and then clickRemove.

◆ Create a subsite. Click the newsubsite button, specify siteinformation, and then clickCreate.

◆ Open a subsite. Click thesubsite name.

To return to the Home page, clickHome on the Quick Launch bar.

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Settings button5


View Site Settings


Navigate to the site you want toview.

Click the Settings button (Gearicon) on the Navigation bar, andthen click Site settings.

Click a link for the settings youwant to view and edit.

◆ Setting ToolTip. Point to a linkto display a tooltip with a shortdescription of the option.

View the settings, and then makeany changes as desired. Click anyadditional links as needed.

Return to the Site Settings pageusing one of the following:

◆ Button. Click OK to accept thechanges or click Cancel torevert back.

◆ Site Settings Link. Click theSite Settings link.

◆ Back Button. Click the Backbutton in your web browser.

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Site Settings linkBack button

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A site’s title, description, and logo appear throughout the site. For exam-ple, when you open the Home page for a site, the logo and title appearat the top of the page. They also appear within search results too. Youcan change your site’s title, description, and logo by using Site Settings.When you want to change a site logo, you can select a file from yourlocal computer or a location on your SharePoint site.

Changing a Site Titleand Logo

Change a Site Tile, Description,or Logo


Navigate to the site you want tochange.


Under Site Administration, clickthe Title, description, and logolink.

Enter a title and description for thesite.

Use any of the following to insert alogo:

◆ Computer. Click From Computer,click Browse, select a file, clickOpen, and then click OK.

◆ SharePoint. Click FromSharePoint, select the sitefolder with the file, click thefile, and then click Insert.

Enter a description for the logopicture, which is used asalternative text for readers.

Click OK.8

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One of the most common changes users make to a site is to change thelook and feel (New!) to customize it. SharePoint comes with a collec-tion of templates, which includes a color scheme, layout, and fonts.After you select a template, you can use the defaults settings or modifythe color scheme, layout, and fonts to suit your needs. A preview ofyour results appears in the window, so you can experiment to createthe look you want. If you don’t like the results, you can start over again.

Changing the Look of a Site

Change the Look of a Site




Under Site Administration, clickthe Change the look link.

TIMESAVER Click the Settingsbutton (Gear icon) on theNavigation bar, and then clickChange the look or DesignManager.

Click the display template youwant to use.

Use any of the following to formatthe template:

◆ Click the Color list arrow, andthen select a color scheme.

◆ Click the Site layout list arrow,and then select a non-defaultsite layout from the template.

◆ Click the Fonts list arrow, andthen select a non-default fontfor the template.

Click Try It Out.

◆ If you don’t like the results, youcan click Start over to beginthe process again.

Click Yes, Keep it to save yourchanges or click No, not quitethere to cancel changes.

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When you create a site, you also specify a default language for the site.However, you can also specify alternate languages for the site. usersnavigating the site will be able to change the display language to anylanguage specified in the Alternate languages list. In addition to alter-nate language options, you can also set regional options, such as timezone, locale display for numbers, dates, and time, sort order, calendartype, work week, and time format (12 or 24 hour).

Changing Languageand Regional Settings

Specify Alternate Languages for a Site




Under Site Administration, clickthe Language settings link.

The default language is specifiedat the top of the page.

Select the check box next to thealternate languages you want toenable.

Click the Yes or No option toenable the changes made to user-specified text in the defaultlanguage to automaticallyoverwrite the existing translationsmake in all alternate languages.

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Change Site Regional Settings




Under Site Administration, clickthe Regional settings link.

Click the Time zone list arrow, andthen select the time zone in yourarea.

Specify the following Regionoptions:

◆ Locale. Select a languagelocale to display numbers,dates, and time.

◆ Sort Order. Select a languagefor sort order.

◆ Set Your Calendar. Select acalendar type, such asGregorian, Japanese EmperorEra, Buddhist, or Hebrew Lunar.

◆ Enable An Alternate Calendar.Select a calendar type for asecondary calendar.

◆ Define Your Work Week. Selectoptions to define your workweek.

◆ Time Format. Select a timeformat as 12 or 24 hour.

Click OK.7

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Each site in SharePoint provides navigation links on the Top Links barand Quick Launch bar. The links on the Top Links bar includes Home,page links, and any other subsite names. The Top Links bar inherits nav-igation from the parent site, if available. The links on the Quick Launchbar includes Home and Site Contents and any site specific ones basedon the template, such as Documents. In addition to the navigation links,the Top Links bar and Quick Launch bar also includes an Edit Links but-ton, where you can change, remove, and add links. You can add a linkby dragging and dropping an item or using the Add a link button. Whenyou use the Add a link button, you’ll need to know the URL address tothe link.

Changing and CreatingNavigation Links

Add a Site Navigation LinkIn your web browser, open yourSharePoint site.


Click the Edit Links button on theQuick Launch bar or Top Links bar.

To add a link, use any of thefollowing:

◆ Drag and Drop. Drag a headerto “Drag and drop link here.”

◆ Add a Link. Click the Add a linkbutton, specify a link name andan address to the link, and thenclick OK.

Click the Save button.5

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Add a link dialog box


Change or Remove a SiteNavigation Link



Click Edit Links on the QuickLaunch bar or Top Links bar.

To remove a link, click the Removethis link button.

To change a link, click the linkname to display an edit box, andthen do any of the following:

◆ Change Name. With the nameselected, type another name.

◆ Change Link. Click the Edit alink button, specify a link name(as desired) and an address tothe link, and then click OK.

To move a link or heading, drag itto another location on the bar.

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Did You Know?You can customize navigation links inSite Settings. Navigate to the site youwant to change, click the Settings but-ton (Gear icon), click Site settings, andthen click the Top link bar or Quicklaunch link. For the Top Link bar, youcan click a link to change or remove itor click New Navigation Link to createone. For the Quick Launch bar, you canclick a link to change or remove it orclick the links to create a new or head-ing or change the order.

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When you create a site, the Top Links bar and Quick Launch bar appearby default. The Top Link bar inherits links from the parent site, if avail-able, so it’s required. The Quick Launch bar is not, so you have theoption to show or hide it. In addition to the standard navigation aids,you also have the option to use Tree view, which provides a hierarchi-cal content-based view of your site. Tree view works like the Folderslist in File Explorer (Windows) or Finder (Mac). Tree view appearsunder the Quick Launch bar on the left side of the site. You can show orhide the Quick Launch bar and Tree view in Site Settings.

Using Navigation Aids

Show or Hide Quick Launch orTree View




Under Site Administration, clickthe Tree view link.

To show or hide the Quick Launchbar, select or clear the Enable TreeView check box.

To show or hide Tree view, selector clear the Enable Tree Viewcheck box.

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Use Tree View to Access SiteContent


Navigate to the site with the Treeview you want to view.

In Tree view (under the QuickLaunch bar), click the Expand icon(White arrow) or Collapse icon(Black arrow) to show or hide anelement or folder.

TROUBLE? If Tree view is notavailable, you need to enable it forthe site. See the previous page.

Click a link to open the element.4

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If you have a hard time finding things in a site, you can use the Searchbox to help you locate it. Simply, go to the site, enter the information youwant to find in the Search box, and then press Enter, or click the Searchbutton (Magnifying Glass icon). If you want to perform a more focusedsearch, you can select a search option. In the Search box, click theNavigation list arrow, and then select an option: Everything, People,Conversations, or This Site. In the results page (New!), a brief portion ofthe search results content appears in a list. You can redefine the search,click a link to open the item, or point to an item to display a callout win-dow with a preview (New!), information, and options.

Searching for SiteContent

Search for Site Content from theHome Page


Navigate to the site you want tosearch.

On the Home page, click in theSearch box.

To refine the search, click theNavigation list arrow, and thenselect an option: Everything,People, Conversations, or ThisSite.

Enter the search keywords youwant to find.

◆ Search Suggestion. As youtype, suggestions appear basedon your history.

Click the Search button(Magnifying Glass icon) or pressEnter.

A results page appears with a listof content that matches thesearch.

If you want to refine the search,you can use the Search box orfilter links.

Point to a link to preview thecontent, or click a link to open it.

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Refine and Preview the SearchResults


Navigate to the site you want tosearch.

Click in the Search box, entersearch keywords, and then clickthe Search button (MagnifyingGlass icon) or press Enter.

The search results appear.

Use any of the following refiners inthe left side of the site:

◆ Results type. Click to displayresults by type.

◆ Author. Click to display resultsby author. Click Show More toadd an author.

◆ Modified date. Drag a slider tomodify date range.

To preview a search item on acallout window, point to it, and usethe available navigation orcontrols to view a document orplay a video.

To perform other actions, use anyof the following options on thecallout window:

◆ Edit. Click to edit the item. ForOffice documents, an OfficeWeb App opens, where youcan edit the document.

◆ Follow. Click to follow the itemin Newsfeed.

◆ Send. Click to create an emailmessage in your default emailprogram with a link to the item.

◆ View Library. Click to view thelibrary where the item is stored.

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Each site comes with one or more pages, such as the Home page. Youcan view existing site pages or add new ones. You can view and opensite pages from the Site Pages page, which you can access from thePage tab or Site Contents. If you need a custom page, you can createyour own. When you create a site page, a new blank page appears witha frame to add content. In the frame, you can create a text layout andthen add and format text and insert elements, such as a table, picture,video and audio, links, App or Web parts, and embed code.

Opening or Adding Site Pages

View and Open a Site Page


Navigate to the site you want toopen a page.

Click the Page tab.

Click the View All Pages button.

◆ You can also click Site Contentson the Quick Launch bar, andthen click the Site Pages tile.

The Site Pages page opens,displaying all the site pages.

Click the page link to open it.

◆ You can also click the MoreOptions button (. . .) next to thepage to display additionaloptions.

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Did You Know?You can add a site page to the TopLink or Quick Launch bar for easyaccess. Navigate to the site page, clickthe Edit Link button, drag the page itemor header to the Top Link or QuickLaunch bar, and then click Save.

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Add a Site Page


Navigate to the site where youwant to add a page.

Click the Settings button (Gearicon) on the Navigation bar, andthen click Add a page.

◆ You can also click Site Contentson the Quick Launch bar, clickthe Site Pages tile, and thenclick new Wiki page.

Enter a page name.

The direct address to the pageappears below the name box.

Click Create.

A new page appears with a blankarea to create a layout and addcontent.

Click the Format Text tab.

Click the Text Layout button, andthen click a layout option.

Add text to the layout, and then useoptions (Font, Paragraph, andStyles) on the Format Text tab toformat the text.

Click the Insert tab, and then usebuttons to insert a table, picture,video and audio, links, app or webparts, or embed code.

◆ If a tab appears, you can use itto modify the inserted element.

When you’re done, click the Savebutton on the Navigation bar orFormat Text tab.

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After you open an existing page or create a new one, you can cus-tomize it the way you want. You can add and format content and workwith pages using tabs on the Ribbon. With the Page tab, you can edit,manage, and share & track pages as well as create tags and notes youcan follow. When you edit a page, you can use the Format Text tab toformat text just like you would in Microsoft Word, and the Insert tab toadd elements, such as a table, picture, video and audio, links, App orWeb part, and embed code. When you add an element, additional tabsmay appear to customize it.

Working with SitePages

Delete a Site Page


Navigate to the site you want toopen a page.

Click the Page tab.



TIMESAVER Select the pagefile, click the Files tab, and thenclick the Delete Document button.


Click the Page tab.

Click the Delete Page button.

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Did You Know?You can rename a site page. Navigateto the site page, click the Page tab,click the Rename Page button, enter anew page name, and then Save now.

Resetting a Page to the Site Definition VersionIf you want to remove all customizations from a page, such aschanges to Web Part zones or text added to the page, you can usethe Reset to site definition link in Site Settings, which you canaccess from the Settings button (Gear icon) on the Navigation bar.You can select an option to reset a specific page or all the pages inthe site.

For Your Information

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Edit an Existing Site Page


Navigate to the site where youwant to add a page.

Click the Page tab.



TIMESAVER Select the pagefile, click the Files tab, and thenclick the Edit button.


Click the Edit button on theNavigation bar or Page tab.

◆ You can also click Settingsbutton (Gear icon), and thenclick Edit page.

Click the Format Text tab.

Select the element you want tomodify.

◆ You can use the Select buttonon the Format Text tab to selectelements.

Use formatting options (Font,Paragraph, and Styles) on theFormat Text tab to format the text.

Use buttons on the Insert tab toinsert a table, picture, video andaudio, links, app or web parts, orembed code.

◆ If a tab appears, you can use itto modify the inserted element.

When you’re done, click the Savebutton on the Navigation bar orFormat Text tab.

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As you work with a site collection (top level) that contains other sites, itcan sometime be hard to keep the hierarchy of all the subsites straightin your mind. You can use the Site hierarchy link in Site Settings to geta complete list of all the sites in a site collection. From the completesite list, you can view and access a URL to the site and manage sitesettings for a specific site.

Viewing a SiteHierarchy

View a Site Collection Hierarchy


Navigate to the top level site youwant to view in a hierarchy form.

Click the Settings button (Gearicon), and then click Site settings.

Under Site Collection Admin-istration, click the Site hierarchylink.

To access the site, click the siteURL link.

To change site specific settings,click the Manage link for the site.

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Each site comes with a set of features that you can enable (activate) ordisable (deactivate) based on your needs. Some features come acti-vated when you create a site while other features are deactivated. Forexample, features—such as Getting Started, Following Content, andMobile Browser View—come activate, while other features—such asAnnouncement Tiles, Community Site Features, or SharePoint ServerPublishing to create web sites. Some site features need to be activatedat the top-site collection level or require other features to be activatedusing the Site collection features link (under Site CollectionAdministration in Site Settings) before you can complete the process.An alert message appears to let you know.

Managing SiteFeatures

Activate or Deactivate SiteFeatures


Navigate to the site you want toactivate or deactivate a sitefeature.


Under Site Actions, click theManage site features link.

◆ For top site level. Under SiteCollection Administration, clickSite collection features link.

View and scroll the list of availablefeatures for the site and its status.

Click Activate or Deactivate toenable or disable a site feature.

IMPORTANT If an alertmessage appears, you might nothave permission or need toactivate another feature.

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See AlsoSee “Exploring Site Features” on page68 for a list and description of the sitefeatures.

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Each site comes with a set of features thatyou can enable (activate) or disable (deacti-vate) based on your needs. Some featurescome activated when you create a site whileother features are deactivated. You can acti-vate or deactivate site features for a site by

using the Manage site features link in SiteSettings. However, some features requireother ones to be activated using the Site col-lection features link. Here is a list of site fea-tures available in SharePoint. Site featuresvary depending on your SharePoint edition.

Exploring Site Features

Site features Description

Access App Adds the Access web application

Announcement Tiles Enables the use of tiles for announcements and adds the web part to the site

BICenter Data Connections Features Adds connections to BICenter data

Class My Site Host Content Adds class and group content to SharePoint My Site Host site collection

Class Web Types Adds required content types to the SharePoint class web

Community Site Features Adds community functionality such as discussion categories, contentand people reputation, and the members list. It also provisions community site pages which contain these lists and features.

Content Management Interoperability Makes the data stored in this SharePoint collection available to Services (CMIS) Producer application via the Content Management Interoperability Services

(CMIS) interfaces using SOAP and AtomPub.

Content Organizer Creates metadata based rules that move content submitted to thissite to the correct library or folder

Duet Enterprise - SAP Workflow Enables the site to host SAP workflow task types

Duet Enterprise Reporting Retrieves data from the SAP System and generates reports

Duet Enterprise Site Branding Enables the Duet Enterprise logo to appear as the site logo

External System Events Enables Alerts and Event Receivers on the External List and ExternalContent Types

Following Content Enables users to follow documents or sites

Getting Started Creates an instance of the Promoted Links list with item about how toget started with your SharePoint site

Getting Started with Project Web App Creates an instance of the Promoted Links list with item about how toget started with your Project Web App site

Group Work List Provides Calendars with functionality for team and resource scheduling

Hold Used to track external actions like litigations, investigations, or auditsthat require you to suspend the disposition of documents

Site Features


Site features Description

Metadata Navigation and Filtering Provides each list in the site with a settings page for configuring thatlist to use metadata tree view hierarchies and filter controls

Minimal Download Strategy Enables a faster and more fluid web navigation for pages and sites

Mobile Browser View Enables a mobile view for document libraries and other lists in a Teamsite for smartphone browsers

Offline Synchronization for External Lists Enables offline synchronization for external lists with Outlook and SharePoint Workspace

PerformancePoint Services Site Features Enables PerformancePoint Services list and document library templates

Project Functionality Adds project management functionality to a site, which includes tasks,a calendar, and web parts on the home page of the site

Project Proposal Workflow Provides a review workflow for managing project proposals

Project Web App Connectivity Provides the lists required within a Project Site for integration with Project Web App including issues, risks, and deliverables

Project Sites Collaboration Lists Provides the list for integration with Microsoft Project Server

Push Notifications Enables functionality for mobile devices to get event notifications

SAP Workflow Web Parts Enables the usage of SAP Workflow Web Parts

Search Config Data Content Types Installs content types designed to manage search configuration

Search Config Data Site Columns Installs columns designed to manage information about searchconfigurations

Search Config List Instance Feature Provides a list to enable the import and export of search configurations

Search Config Template Feature Provides a template for the Search Config List to enable the importand export of search configurations

SharePoint Server Enterprise Site features Enables features such as Visio Services, Access Services, Excel Services Application

SharePoint Server Publishing Provides a Web page library to create and publish Web pages

SharePoint Server Standard Site features Enables features such as user profiles and search

Site Feed Enables the use of site feeds

Site Mailbox Enables the Site Mailbox app to connect your site to an Exchange mailbox.

Site Notebook Creates a Microsoft OneNote notebook in the Shared Documentslibrary and places a link to it on the Quick Launch bar

Team Collaboration Lists Provides team collaboration with lists, document libraries, and issues

Wiki Page Home Page Creates a wiki page and sets it as your site home page

Workflow Task Content Type Adds the SharePoint 2013 Task content type to the site

Workflows can use app permissions Enables workflow to read from and to write to all items from the site

Site Features (continued)

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With SharePoint, you can send an invitation to share a site (New!)with others who do or don’t already have access to it. You can specifya name from your members or enter any email address, and include apersonal message with your invitation. That’s all you need to do, unlessyou want to specify other options to send an email invitation or set agroup or permission level (New!) including Members [Edit], Owners[Full Control], or Visitor [Read]. Whenever a site document getsupdated, you can receive alerts in your Newsfeed. You can also useyour mobile device to share a site document or folder in a library.

Sharing a Site

Share a Site


Navigate to the site you want toshare.

Click the Share button on theNavigation bar.

Enter names, email addresses, or‘Everyone’, and then select themfrom the list, as available.

Enter an optional message toinclude with the email invitation.

To set other options, click theShow Options link, and thenspecify any of the following:

◆ Send an email invitation. Selector clear the check box toinclude or not the personalmessage with the invitation.

◆ Select a group or permissionlevel. Select a group orpermission level, includingMembers [Edit], Owners [FullControl], or Visitor [Read].

Click Share to send the invitation.

In the recipients email program, amessage appears with a link to goto the site.

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After you create and customize a site the way you want it, you cansave it as a template, so you can use it as the basis for a site in thefuture. When you save a site as a template, you any libraries, lists, orother parts you have included in the site are also saved in the template.If you want to include the content stored in the site within the template,you have the option to do so.

Saving a Site as aTemplate

Save a Site as a Template


Navigate to the site you want tosave as a template.


Under Site Actions, click the Savesite as template link.

Enter a file name for the template.

Enter a template name anddescription.

To include current site content inthe template, select the IncludeContent check box.

Click OK.8

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If you no longer need a site and have the right permissions, you candelete it. If an option is not available, you don’t have permission to per-form the operation. When you delete a site, you also delete any sub-sites, content, and information associated with the site, including SiteSettings, documents, libraries, and lists. If you only want to delete a sub-site, you can remove it too. If you accidentally delete a site, the site col-lection administrator can restore it from the site collection recycle bin.

Deleting a SharePointSite

Delete a SharePoint Site


Navigate to the site you want todelete.


Under Site Administration, click theSites and workspaces link.

Click the Delete button.

IMPORTANT If you don’t havepermission to delete the site, analert message appears to send arequest.

Click Delete to confirm thedeletion.

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Delete a SharePoint Subsite


Navigate to the subsite you want todelete.


Under Site Actions, click theDelete this site link.

IMPORTANT If the Delete thissite option doesn’t appear, youdon’t have permission to delete the site.

Click Delete to confirm thedeletion.

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In Site Settings, you can close the use of the site, delete it all together,or select site policies specified by the site administrator. When youclose a site, links to access other site services, such as Outlook,Outlook Web App (OWA), and Project Server, are removed. When youdelete a site, you also delete any subsites, content, and informationassociated with the site, including Site Settings, documents, libraries,and lists. If you accidentally delete a site, the site collection administra-tor can restore it from the site collection recycle bin. If an option is notavailable, you don’t have permission to perform the operation.

Using Site Closure andDeletion Settings

Use Site Closure and DeletionSettings


Navigate to the site you want todelete.


Under Site Administration, click theSite Closure and Deletion link.

Use any of the following:

◆ Site Closure. Click the Closethis site now button to closethe site.

◆ Site Deletion. Select the optionyou want for the site.

◆ Site Policy. Select the policyyou want for the site. Thepolicies are configured by thesite administrator.

IMPORTANT If an option is not available, you don’t havepermission to perform theoperation.

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385

Index

AAbout Me, 16-17, 175

page on My Site, 288-289profile, tags, 300

About Us page, 28, 311, 323, 325Access

adding or modifying data to tables, 361and SharePoint libraries, 188app, 68create custom web app with, 75create web app & add tables, 362create web apps with, 355database, 360export list data to, 171-172, 182link list data to, 171-172open & save web apps, 358open a web app from, 374options, 89uploading to SharePoint, 377web app templates, 356

accessinga SharePoint site, 24documents, 129files

from Favorites list, 162when offline, 173

Office 365, 9SharePoint, 8

calendars within Outlook, 178site content with Tree view, 59SkyDrive Pro

and SharePoint from desktop, 161in a web browser, 160

synced SharePoint folders, 165Visio from SharePoint Designer, 264

account, getting, 8achievements for participation on a site, 276

Action Bar buttons, 374-375Action Bar in Access, 362Actions button, 368

add a macro using, 366-368assign macro to, 370creating in web app, 371

Actionscontrol property, 369create in a web app, 370table property, 367-368

activate site features, 67workflows, 258

activities in Newsfeed, 32, 292, 294-295, 300in profile, 16list on My Site, 287

addalert, 304app content, 87app on SharePoint, 80app parts to a page, 226apps, 27, 50, 76, 80-81, 96, 238, 254, 256column from site columns, 111content

to a page, 318to an app, 87

domain name to public site, 324favorite, 303item to a list, 104keyword & metadata to media file, 200link, 56-57, 328list & library apps, 27, 216list items, 104new page content, 321, 330note on Note Board, 302notes to favorites, 303page, 63, 316

386

content, 321with options, 317

place, 185for easy access, 358

property, 351public site page, 325questions in a survey, 285site navigation link, 57site page, 63tag to a post, 300tags, 301task to the timeline, 242user to a group, 336users to a community site, 273validation rule to a column, 116view, 364web part, 222-223, 319workflow, 259, 261

Add a Domain link, 324Add a Link button, 56-57, 328Add a Workflow button, 259Add An App button, 254, 256Add button, creating columns quickly, 110Add Custom Action button, 367, 371Add Existing Fields button, 366Add New View button, 364Add Property button, 351Add to Timeline button, 242Additional Column Settings dialog box, 111Admin services, 6Admin settings, 7-11

touring, 40viewing, 41

administrative options, accessing, 50administrator

of a site, 274security tasks, 333set for site collection, 341

advancedoptions for apps, 80posting tools, 269search page, 346searches, performing, 351settings, change app, 92settings, set customized location in, 144

Alert Mebutton, 305

link, 353alerts, 287

create & manage, 304-305message to delete subsite, 73

All Documents link, 141All Keywords search, 349All Tasks view of tasks list, 239allow RSS feeds, 307Allowed Content Type, 138Alternate languages list, 54Android devices, 171, 173, 188

sharing documents, 156announcements, 76

app, 80, 265, 282-283making, 282-283template, 96Tiles, 68

answers to problems, 18Any of the Keywords search, 349App Catalog, 76, 80App details link, 80App Part button, 226app part, 215

add to a page, 318-319change properties, 228connect to web parts, 227deleting, 230exploring, 216insert on a page, 226, 330minimizing or restoring, 231properties, working with, 229

app, 3, 217adding, 10, 27, 50blogging, 267content

adding, 87using tabs on Ribbon to edit, 84viewing & finding, 86working with, 88

defined, 76deleting permanently, 82desktop, 7downloading, 40extension package file, 377finding with search box, 81, 86from SharePoint Store, 330getting web address for, 85

Index 387

grant permission to, 339lists & libraries, 95name, change, 91opening in Site Contents, 84options, accessing, 89removing, 50

from Site Contents, 82restore from Recycle Bin, 102settings, changing, 50, 90site page, add web part to, 224upload Access, 377view information about, 79viewing, 77

in Site Contents, 78working with, 75

appearance of web or app part, 228Apple iOS device, 171, 173, 188, 287, 292,

309using Newsfeed, 32

Apple Safari, 1, 7applications, managing, 50applying filter criteria, 124approval

pending, 153workflow, 258

approveApprove/Reject button, 269Approve/Reject Items view, 153document for publishing, 153items, 153permission, 334

appsAccess, 68Announcements, 80, 265Asset Library, 97, 197Blogging, 267, 290Calendar, 80, 250-251Contacts, 80, 256Custom List, 96Data Connection Library, 97Discussion Board, 80, 278Document Library, 97, 129, 133Excel, 190External List, 100Facebook Integration, 76, 80Form Library, 97Import Spreadsheet, 76, 80, 99Issue Tracking, 76, 80, 254, 256

Library, 87, 259Links, 80List, 87, 259Newsfeed, 32, 292Office Desktop, 186Office Web, 6, 87, 154, 184, 186-190, 192-

193Outlook Web, 34, 38, 74People, 4, 8, 34Picture Library, 97PowerPoint Web, 190Project Web, 19, 68-69Report Library, 97Survey, 80, 284Sync Client, 161-162Tasks List, 239Tasks, 80, 87, 235Tip of the Day, 76, 80Wiki page, 87Word Web, 190

archive Outlook emails in SharePoint, 178-179

arrow in green box, 150article date, 321Article Page, 311, 316-317articles, help, 18Ask Me About updates in Newsfeed, 295asset libraries, 195-197

app, 97, 197creating, 196template, 96upload media file to, 198upload multiple files to, 199viewing, 197

Assign badges to members link, 275assign document IDs, 149assigning tasks, 240

to team members, 235, 238associate a Search Center to a site, 354asterisk (*) by field name, 104Attach file button, 105attachments (list), 92audio

add to a page, 318-319conferencing, 7insert from SharePoint, 207insert on a page, 205-206, 330or picture properties, changing, 203

388

audio (continued)properties, 202

Authorbutton, 193permissions, 376search, 350-351

AutoComplete, 362, 374AutoExec Macro, 372automating tasks with workflows, 235, 258availability of site online, 332

BBack button in web browser, 12backup of web app, creating, 376badges

achievement, 265, 272assigning to members, 275creating & assigning, 274

Base columns, 108Basic Information link, 16, 289Basic Search Center, 23, 333, 346-347BCS (Business Connectivity Services), 100best reply, marking, 280-281BICenter Data Connections Features, 68Bing maps, 311

inserting, 329-330birthdays, tagging in Newsfeed, 294-295BlackBerry, 171, 173, 188blank

Access app, create from scratch, 377Home page, 311, 313list, create, 98table, adding, 360view for tables, 364view, 372

block a workflow, 261Block Authors button, 194blocked areas, releasing, 194blocking co-authoring of Office documents,

194blog, 1, 28, 217

category, create or edit, 268comments, posting, 271on My Site, 287-288page, 311, 323, 325posts

creating, 269

manage on My Site, 290managing, 270share in Newsfeed, 295

site, 265-266, 290template, 23tools, 268app, 267

launching, 290blue asterisk (*) by field name, 104branching logic in surveys, 285browse & create a content type, 101Browse tab, 13browser, 7, 20built-in workflows templates, 258business data, 217Business Intelligence Center, 23byline, 318, 321

CCalendar, 4, 6-7, 11, 76

app, 80, 250-251change & navigate views, 251columns, 108connect SharePoint, 171-172connect to Outlook, 178create & use multiple, 251create an event in, 37creating, 250events, 96, 252-253maintaining multiple, 178on the Quick Launch bar, 237organize, 27tab, 250touring, 36type, 54view of tasks list, 239view of tasks, 235viewing tasks in, 244

Calendars Overlay button, 251callout window, 14

options, 77-78cancel a search, 34caption, specify for images, 321capture video thumbnail, 204Catalog-Item Reuse, 311, 316-317categories

change placeholder, 255-256

Index 389

in a blog site, 268managing, 267to organize discussions, 280

cells, 213edit data directly in, 363

Central Administration, help, 19centralized web services, 1change

app advanced settings, 92app settings, 50, 90audio properties, 203calendar views, 251document properties, 148email address, 40link info (SharePoint & Office), 176link, 56-57look of a site, 53master page settings, 315name of link, 56Newsfeed settings, 294-295page properties, 320photo, 17, 175picture properties, 203public site

design, 326header & footer elements, 329title & logo, 327

reputation settings, 276sharing permissions, 166site regional settings, 55site title, description or logo, 52SkyDrive Pro

for SharePoint, 162sync options, 164

table properties in a web app, 368video properties, 202view of tasks, 244web or app part properties, 228workflow settings, 261

Change the Look button, 326Change Thumbnail link, 204changes to documents, get updates for, 168check a document in or out, 150-151. See

also Setting Versioning Options, 118-119

Check In button, 151Check Permissions button, 343check

server location or database name, 357site permissions, 343workflow status, 262-263

Class My Site Host Content, 68Class Web Types, 68clear history in searches, 352Clear Search String button, 373client, sync app, 30closure, site settings, 74cloud

computing, 159icon, 162, 164manage documents in, 30storage, 1, 6sync documents in, 10

co-authoringblocking, 194documents with Office Web Apps, 192-

193Office documents, 173

collaborationon My Site, 287-288tab, 266template, 44with others, 156, 265

Collapse icon in Tree view, 59Collect

Feedback workflow, 258Signatures workflow, 258

collections, help, 19columns, 213

adding validation rule to, 116configure in a Gantt Chart, 244-245Core Contact, 108Core Document, 108create from site columns, 111creating, 110data, export to Excel, 112editing & deleting, 112-113in a list, creating quickly, 98 renaming quickly, 113sorting & filtering, 114-115using in a list or library, 111

commands, 7, 13choose using a callout window, 14

comments, 320allow from users, 216managing, 267

390

comments (continued)post on a blog, 271showing, 193

community features, 216Community, 217

Portal, 23Site Features, 68template, 23

community siteadd users to, 273awards for participation, 276creating, 265, 272manage discussions, 265, 272

Complete Phrases search, 349complete

mark My Tasks as, 291mark task as, 248

Completed view of tasks list, 239conditional search restrictions, 351configure

columns in a Gantt Chart, 244-245document sets, 138

connectSharePoint library to Office, 174calendar to Outlook, 178SharePoint & Outlook, 178SharePoint with Office, 172web & app parts, 215, 227

Connect to Office button, 172, 174, 176-177Connect to Outlook button, 178-179connections to Office, managing, 176contact card, using, 34contact information

for a page, 320in a list, 96link, 16, 289managing, 11

Contact Us page, 28, 311, 323, 325Contacts, 34, 76

app, 80, 256create group, 34-35create in People, 35import, 35item, creating, 257List web part, filtering, 227managing, 34template, 96

Content and Structure page, 262-263Content Management Interoperability

Services (CMIS) Producer, 68Content Organizer, 68content

approval, 152, 331editing apps, 88find in a site, 333rating system for, 276reporting offensive, 277, 280-281rollup, 217type, customizing document template

for, 131types, app, 92working with, 7, 13

contributeaccess, 334permission, 334

control properties, change in web app, 369conversation, Lock/Unlock, 33Copy URL, 375Copyright info, enter for media, 203copyright, add to a page, 318Core Contact columns, 108Core Document columns, 108create

action button in a web app, 371alert, 305announcement, 282-283badge, 274blank table, 357blog

post, 269site, 266

calendar, 250column, 110community site, 272connection between SharePoint and

Office, 174contacts, 256-257content type, 101custom list, 98custom page, 62custom view in a web app, 364custom web app, 356database objects & views in web apps,

372data-driven pages, 215, 227

Index 391

discussion board, 278discussion, 279document library, 130document set, 139email in Outlook, 39event in Calendar, 37external list, 100folder in a document library, 142folder, 120group, 337issue tracking item, 255-256issue tracking list, 254, 256library, 97list, 96macro for a web app, 370multiple calendars, 251My Task, 291navigation links on Welcome page, 318new Access app from scratch, 377new document, 136-137package file of web app, 376post in Newsfeed, 33, 293post link, 269post on My Site, 290post, 267printable PDF, 190project site, 236public site, 323publishing site, 312search alerts, 353 See also Setting

Search Preferences, 352Search Center, 347SharePoint sites, 23, 43site columns, 108-109sites, 6, 44subsite, 45, 50subtask, 241survey, 284-285tasks list, 238tasks, 240view, 122web app using a template, 357workflows, 235, 259

in SharePoint Designer, 264in Visio, 264

Create badges link, 274

Create Categories link, 280Create Column button, 110Create Document Workspace, 144Create Group button, 337Create New Subsites permission, 334CSS (Cascading Style Sheets), editing,

326-327custom items, add to a page, 318Custom List app, 96

in Datasheet View, 98custom

list, creating, 98page, creating, 62searches and metadata, 1send to destination (library), 93view in a web app, creating, 364

modifying, 365views for mobile devices, 287views, creating & deleting, 122web app, creating, 75-76, 356web parts, uploading & importing, 232

Custom Send To Destination, 145customer support issues, monitoring, 254,

256customizations, remove from page, 65customize

blog site, 266, 268design of public site, 326issue categories, 255-256location, set in Advanced settings, 144My Tasks, 290navigation links, 57Newsfeed, 294Office 365 settings, 40page layout, 313pages, 28, 64, 311public site pages, 325search functionality, 346search, 333, 352site, 28, 53task in the timeline, 242template for project site, 236timeline, 243view, 126

in a Gantt Chart, 244-245web or app parts, 215, 228web platform, 15