1 Branding 1 st Activity: Demonstrate the ability for Site Owners to adjust the Logo of the site within the SharePoint Site Navigate to Site Assets Upload the efclogo.jpg (located (d:/HOLD_TEST/Foundations) Right Click on the name of the file and select Copy shortcut Go to Site Actions / Site Settings Under Look and Feel, select Title, Description and Icon Paste the URL (copied shortcut) into the URL field OK The Logo has been changed 2 nd Activity: Adjust the Master Page to not allow the Logo to be changed from within the SharePoint Site Under Site Actions / Site Settings Select Master Pages under the Galleries heading Open the v4.master in SharePoint Designer Click once on the Image – press the delete button on the keyboard Click on the Insert Tab Click on Insert Picture Select the ogclogo.jpg (located in the same folder as mentioned above) Save the v4.master Click OK through the Site definition message Go back to the SharePoint site and refresh the page New logo – not adjustable from within the SharePoint site OGClogo vs. EFClogo

2 Web Part Pages – Standards by Region SPL2-Lesson 1-Topic C

3 Standards by Region Create a custom list – Regions Add 4 regions – Northeast, etc. Create an announcement list – named Standards In settings of Standard list – change name of Body to Standard Add a column name Region as a lookup column to the Region list – use Title field Add 4 items – associate 2 items to Northeast, 1 to Southeast, and 1 to Northwest Create a Web Part Page – Header, Left column and Body Name as Brand Standards Save in Site Pages In left column add 2 web parts Content Editor – to store link to page Regions list – to filter Standards list by In Body area add 1 web part Standard list SPL2-Lesson 1-Topic C

4 Standards by Region Modify web parts Modify web parts Content Editor Type in “Clear Filters” Select this text and select Link from the Insert tab Select From SharePoint Select the Brand Standard page in Site Pages Edit Web Part Appearance – Chrome Type – None Standards list Edit Web Part Toolbar type – No Toolbar Edit the current view Uncheck all columns except Standard Select the Newsletter style Region list Edit Web Part List View – Select - Click apply List View – Select “Edit the Current View” Deselect the Title column (linked w/menu) Select the Normal Title column (no options), Ok Toolbar type – No Toolbar Appearance – Title = Select a Region: Appearance – Width = 200px Miscellaneous – Uncheck Send 1 st row to connected web part Connect Web Parts Connect Web Parts Edit Page Region List Select Web Part Menu Select Connections Select Send Row of Data to Select Standards Configure Connection Provider = Title Consumer = Region Finish SPL2-Lesson 1-Topic C

5 Lists Custom List – Petty Cash List & Column Validation Create Site column – Office Data Type: Choice – Enter in at least 3 Office Names Create Custom List – named Regions Rename Title – Region Required – Yes Enforce Unique – Yes Add in 4 regions – Northeast, Northwest, Southeast and Southwest Create Custom List – named Petty Cash Rename Title – Employee Create column – Amount Disbursed – Currency Create column – Actual Exp Amount – Currency Create column – Variance – Calculated – (Actual – Disbursed) as Currency Add Site Column – Office Create Lookup column to Region – Region field Reorder columns Column Validation Amount Disbursed =AND(([Amount Disbursed] 0)) Amount must be between $0 and $200 Actual Exp Amount =[Actual Exp Amount]>0 Amount must be greater than $0 List Validation =[Amount Disbursed]>[Actual Exp Amount] Disbursed amount must be greater than Actual Expense amount Create a View – set a default Display / Order columns Emp, Office, Region, AmtDis, ExpAmt, Var Sort by Office, then by Employee Group by Region Total Actual Exp Amount Click Ok Save as Template Under List Settings – select Save as Template Do not include content To fix how SUM appears Edit page in SPD – remove the text “sum =“ and right align the numbers Save page – preview in SharePoint SPL2-Lesson 2-Topics A B C

6 4 Steps to Document Content Types Step 1: Gather File(s) to be placed under the New Document Menu Locate the file(s) to be placed in the “New Document” menu Step 2: Create a Content type Go to Site Actions / Site Settings / Galleries / Site Content types Click the Create button Name the new content type From the Select Parent Content Type From drop down, select Document Content Type From the Parent Content Type drop down, select Document From the Existing Group drop down, select Document Content Types Click OK Step 3: Associate the file(s) to the Content type From the Settings area for this new Document Content Type, select Advanced Settings Select Upload a new document template Browse to locate file Click OK Step 4: Associate the new Content Type to a Document Library Go to a Document Library, Click the Library Tab, then Library Settings From the General Settings column, select Advanced Settings Click “Yes” for allow management of content types Click OK out of Advanced Settings From the Library Setting page – a new section appeared called Content Types Click Add from existing Site Content Types Find the newly created content type and click “Add” Click OK

7 Content Types (another example) Create 3 files on the desktop RFP Proposal (Word) RFP Estimate (Excel) RFP Presentation (PowerPoint) Create 3 Content Types RFP Estimate – add site column – Task Status (required) RFP Proposal – add site column – Assigned To – (required) RFP Presentation – no columns added Create a Document Library – named RFPs Add Content Types to RFPs Library Change Order of added Content Types Set RFP Proposal as Default (1) Add in a few documents Create associated Views (Proposals / Estimates/ etc.) Save as Template – do not Include Content SPL2-Lesson 5-Topics A B C

8 Workflow Contract Upload Workflow When finished with changes Publish Major Version Done Once all Tasks are completed SPL2-Lesson 6-Topic A

9 Workflows Create New Document Library Named Contracts – with Versioning Library Settings – Versioning – Major and Minor Require Content approval Add a Workflow – All Approval – SharePoint 2010 Fill-in accordingly Upload a file to the library Notice Status is Draft Publish a Major Version Start Workflow Notice Status is Pending Notice Approval Process is In Progress Navigate to Tasks list Open and Approve the Task Notice 2 nd task is triggered Open and Approve the 2 nd task Navigate to Contracts library Notice Status is Approved Notice Approval Process is Approved Click on Approval Process “Approved” to see Workflow History SPL2-Lesson 6-Topic A

10 Workflows SPL2-Lesson 6-Topic A

11 Enable the Crawl From the Start menu, select SharePoint 2010 Central Administration Select Application Management Select Manage Service applications (under the Service Applications heading) Click once on Search Service Application Select Content Sources (under the Crawling heading) Click once on Local SharePoint sites Scroll down to the Incremental Crawl Select Create schedule Check “repeat within the day” – enter 5 minutes Click Ok Check “Start Full crawl” Click Ok