1 SharePoint 2010 “The Art of Possibilities”

2 Sites

3 Lists Custom List – Petty Cash List & Column Validation Create Term Store – ESPN Offices (sp_admin) Create Term Set – Office Locations Create Site column – Office Managed Metadata – Office Location Create Custom List – named Regions Rename Title – Region Required – Yes Enforce - Yes Create Custom List – named Petty Cash Rename Title – Employee Create Lookup to Region – Region field Amount Disbursed – Currency Actual Exp Amount – Currency Save List Variance – Calculated –(Actual – Disbursed) as Currency Add Site Column – Office 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 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 Edit page in SPD – remove sum – right align Save as Template

4 Libraries Document Library Create Document Library – named Project Material Create 2 folders – Estimates & Proposals Create a new column – Choice Estimate, Proposal, Support File, Contract Upload files in library and a folder Advanced settings – folder / search Metadata navigation Create Views – Proposals / Estimates Filter / Folders Save as Template

5 Content Types Create 3 RFP Files (proposal, estimate, presentation) Create Content Types Estimate – add column – Task Status (req) Proposal – add Column – Manager – people (req) Add Content Types to Project Material Library Change Order and Default Add in a few documents Create associated Views Create Document Set – RFP’s Add Site Columns – Office and Company Document Set Settings Add RFP docs (3) Add Files Remove Document Share Office and Company Welcome Page – Office and Company Add to Project Material Library Create View – Set as Default – Task Status & Manager Create new Document Set Show Versioning

6 Pages – Standards by Region

7 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

8 Standards by Region 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 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 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

9 Pages - Excel / Chart Web Parts Create Excel spreadsheet – create pivot table – remember the name of PivotTable Upload to Document Library Create new Web Parts Page – 1 column – Site Pages Add Excel Web Services Web Part – attach to XLS file (copy URL), enter name of Pivot Table Add the Chart Web Part Connect to Excel services – paste in URL to xls file Range: Sheet4!$A$3:$B$7 Verify it looks correct – NEXT Appearance – 3d – Pie - OK

10 Pages - CQWP Create Content type – OGC – New Employee – New Group – Organization Remove Body column Add from existing Site Column – Roll-up Image Create new site column – Details – Multi-line – plain text Set Column order Create Custom List – New Employees Settings – Adv – Allow Management of CT’s Add existing CT – New Employee Set as Default Modify Default View Show Title, Details and expires Upload 4 images into Site Assets (OGC) Add 3 records into the New Employee list On Home Page Remove image and table, clear HTML Add CQWP – configure – custom list, Organization, New Employee, Filter >=[Today] Presentation – Fixed Image Size, CLEAR OUT URL PATH, replace Comments; with Details; Appearance – change title of Web part Template New Employee List Create New Team Site Create New Employee list in new Team Site Add a record Go to OGC Home See newly added employee

11 Security

12 Privileges Add ItemView ItemDelete ItemEdit Item Approve Item Permissions Full ControlContributorReadViewDesign Groups OwnersMembersVisitors SharePoint Site Security

13 Workflow Contract Upload Workflow When finished with changes Publish Major Version Done Once all Tasks are completed

14 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

15 Workflows