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MANAGE CONTENT WITH MANAGE CONTENT WITH SHAREPOINT SHAREPOINT

MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

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Page 1: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

MANAGE CONTENT WITH MANAGE CONTENT WITH SHAREPOINTSHAREPOINT

Page 2: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•An integrated Web-based system.An integrated Web-based system.•Centrally store, manage and access documents Centrally store, manage and access documents using your Internet browser (Internet Explorer).using your Internet browser (Internet Explorer).•Simplify Web content management.Simplify Web content management.•Streamline business activities.Streamline business activities.•System scalability and robustness.System scalability and robustness.

WHAT IS SHAREPOINT?WHAT IS SHAREPOINT?

Page 3: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

WHAT DOES SHAREPOINT HAVE WHAT DOES SHAREPOINT HAVE TO DO WITH LAWSON?TO DO WITH LAWSON?

Page 4: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Lawson is an integrated, Web-based system, as is Lawson is an integrated, Web-based system, as is SharePoint.SharePoint.

•Access to Lawson is through the “Portal” using your Access to Lawson is through the “Portal” using your browser (Internet Explorer). This is the same for browser (Internet Explorer). This is the same for SharePoint.SharePoint.

•From SharePoint you can access the Lawson Portal. From SharePoint you can access the Lawson Portal. From Lawson you can customize your profile to access From Lawson you can customize your profile to access SharePoint.SharePoint.

WHAT DOES SHAREPOINT HAVE WHAT DOES SHAREPOINT HAVE TO DO WITH LAWSON?TO DO WITH LAWSON?

Page 5: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

WHAT DOES SHAREPOINT HAVE WHAT DOES SHAREPOINT HAVE TO DO WITH LAWSON?TO DO WITH LAWSON?

Page 6: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Go to Go to www.tacomaschools.orgwww.tacomaschools.org to login to the Lawson Training to login to the Lawson Training Library.Library.

•Click the “Sign In” link located Click the “Sign In” link located in the lower right corner in the lower right corner of the Web site below the of the Web site below the footer.footer.

ACCESSING LAWSON TRAINING ACCESSING LAWSON TRAINING LIBRARY VIA SHAREPOINTLIBRARY VIA SHAREPOINT

Page 7: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•At the login prompt enter your TPS network At the login prompt enter your TPS network username and password in the following format: username and password in the following format:

perimeter\perimeter\usernameusernameTPS network passwordTPS network password

ACCESSING LAWSON TRAINING ACCESSING LAWSON TRAINING LIBRARY VIA SHAREPOINTLIBRARY VIA SHAREPOINT

Page 8: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Your login is successful when you see a Your login is successful when you see a welcome message and menu below the welcome message and menu below the footer.footer.

ACCESSING LAWSON TRAINING ACCESSING LAWSON TRAINING LIBRARY VIA SHAREPOINTLIBRARY VIA SHAREPOINT

Page 9: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Click on “Go to Staff Page”Click on “Go to Staff Page”

ACCESSING LAWSON TRAINING ACCESSING LAWSON TRAINING LIBRARY VIA SHAREPOINTLIBRARY VIA SHAREPOINT

Page 10: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Click on “Lawson Click on “Lawson Training Library”Training Library”

ACCESSING LAWSON TRAINING ACCESSING LAWSON TRAINING LIBRARY VIA SHAREPOINTLIBRARY VIA SHAREPOINT

Page 11: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Choose a Choose a desired desired Lawson groupLawson group

LAWSON TRAINING LIBRARYLAWSON TRAINING LIBRARY

Page 12: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•View scripts, processes and screen shots.View scripts, processes and screen shots.

LAWSON TRAINING LIBRARYLAWSON TRAINING LIBRARY

Page 13: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•End users can:View and print content

•Group leaders can:Edit, add and remove content

MANAGING CONTENT IN MANAGING CONTENT IN LAWSON TRAINING LIBRARYLAWSON TRAINING LIBRARY

Page 14: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Click “Site Actions”Click “Site Actions”

•Click “Manage Content and Structure”Click “Manage Content and Structure”

MANAGING CONTENT IN MANAGING CONTENT IN LAWSON TRAINING LIBRARYLAWSON TRAINING LIBRARY

Page 15: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

ADDING NEW CONTENTADDING NEW CONTENT

Add a new script:•Click the drop-down arrow to the right of “Script Documents”.

•Select “Open Link in New Window”.

Page 16: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

ADDING NEW CONTENTADDING NEW CONTENT

The script documents dialog box appears.

Page 17: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

Create a new script document:

• Select New• Create a

new document

• Enter data• Save

CREATING NEW SCRIPTSCREATING NEW SCRIPTS

Page 18: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

CREATING NEW SCRIPTSCREATING NEW SCRIPTSIf prompted for your login and password again, simply click Cancel. You DO NOT need to re-enter this information.

Choose OK to continue and open script.

Blank script template

Page 19: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

SAVING NEW SCRIPTSSAVING NEW SCRIPTS

Double click Script Documents library

Choose SaveName your script

Page 20: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

SAVING NEW SCRIPTSSAVING NEW SCRIPTS

This dialog box appears:Enter the Lawson Training Category and Script name and select “OK” to complete your script.

Page 21: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

LINKING NEW CONTENTLINKING NEW CONTENTHere is where you can link a Process and/or Screen Shot document to your script.

NOTE: You must first create a new Process/Screen Shot document by repeating the steps above, and saving it as a “Process Document” or “Screen Shot Document”.

Page 22: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

LINKING NEW CONTENTLINKING NEW CONTENTLink a Screen Shot or Process:

•Hover over the Script name you created.

•Click drop-down arrow to the right.

•Select Edit Properties.

Page 23: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

LINKING NEW CONTENTLINKING NEW CONTENT

Find the URL in the Process library or Screen Shot library where you saved your document and copy the URL address to paste in the appropriate field.

Enter the URL address for the Screen Shot or Process document and select OK.

Page 24: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Click “Site Actions”Click “Site Actions”

•Click “Manage Content and Structure”Click “Manage Content and Structure”

FINDING THE URLFINDING THE URL

Page 25: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

•Choose Process or Choose Process or Screen Shot documents.Screen Shot documents.

•Hover over the desired Hover over the desired document on the right-document on the right-hand pane.hand pane.

•Right click and choose Right click and choose “Copy Shortcut.”“Copy Shortcut.”

FINDING THE URLFINDING THE URL

Page 26: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

ADDING THE URLADDING THE URL

•Go back to your Script Documents dialog box and paste the URL address.

Page 27: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

PERSONALIZE THE URLPERSONALIZE THE URL•Below the URL, enter the link’s name that will display on the Web page.

•Click OK

Page 28: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

NEW CONTENT ADDEDNEW CONTENT ADDED

•A new Script, Screen Shot and/or Process will display “!NEW “ behind name.

Page 29: MANAGE CONTENT WITH SHAREPOINT. An integrated Web-based system. An integrated Web-based system. Centrally store, manage and access documents using your

MANAGE CONTENT WITH MANAGE CONTENT WITH SHAREPOINTSHAREPOINT

Hands-on Work Session

Any Questions?