1 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. MOSS Training – UI customization

2 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Containment Hierarchy Items Files, calendar items, contacts, metadata, images, custom Lists Doc Lib, Pages, Events, Discussions, Surveys, etc… * Sites Wikis, Blogs, Team, Doc, Meeting Workspaces * Site Collections Internet, Intranet Portal, Wikis, Blogs, Team, Doc, Meeting Databases Content, Config, SSP, Search * Web Applications Central Admin, SSP Admin, Content Servers Web Front End, APP, SQL * Farm Internet, Extranet, Intranet

3 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Columns 2 types of column Library-specific columns like SPS 2003 Site Columns –Create at root and apply to multiple libraries –Change the site column and all libraries get updated automatically –Can be used as part of Content Type New data types Business Data –Connect columns to BDC data Audience –Target content to audiences directly

4 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Offline Options 2 ways to take MOSS data offline: Check-out offline –With Office 2007 installed, documents automatically go into ‘SharePoint drafts’ –Part of My Documents in Windows –Can then be taken offline using Windows Offline Folders Outlook 2007 –Read-only sync of document libraries and most lists in Outlook –Integration with ‘Check-out Offline’ to allow offline editing –Read/Write capabilities for outlook style items (tasks, events, contacts)

5 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. New List Types

6 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Alerts & RSS RSS All lists & libraries are available as RSS feeds Outlook 2007 has built-in RSS aggregation Alerts Combined alerts engine across sites and portal Control over when to send alerts

7 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. My Site & Profiles My Site has several new webparts: Your Sites, Documents etc Relationship to you Colleague Tracker User Profile Database People are specially highlighted in search results Lookup properties Business Data Catalogue properties

8 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Record Management Dedicated Record Centre site type which includes: Record routing based on content type & metadata –Records get routed to different record libraries Record policies, including: –Retention and expiration rules –Auditing –Bar-coding & Labelling Record holds Users submit records via a simple ‘send to’ command Very minimal end user interaction Web service based which enables cross farm/system submission

9 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Master Pages Quickly change style and layout of pages Using SharePoint Designer Have all pages ‘inherit’ new styles +=

10 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Web Content Management Full CMS 2002 capabilities: Add pages and author via rich browser-based controls –Spell checker –Image picker –HTML editing Document to Page Conversion Approval workflow Schedule publication & removal Managed linking & navigation

11 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Enterprise Search Scalable, Easy-to-Configure Simple, clean and powerful interface

12 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Query Correction Tabbed User Interface Alerts Enterprise Search Documents, Sites, File Shares, etc

13 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Branding Concepts SharePoint 2007 built on top of ASP.NET 2.0 Can utilize those concepts and techniques Master pages Provide overall design and layout for a site All SharePoint 2007 sites use a master page Header, Footer, navigation commonly part of master page Can easily change look and feel of a site Contain content placeholders to organize content 13

14 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Styling Themes Can use available, or install new Less governance, users have ability to change on demand Cascading Style Sheets Can apply consistent branding Add new / update SharePoint styles Add to server/site collection 14

15 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Content Types A way of controlling: File Template Workflow Columns Policies Conversion Types Information Panel in Office

16 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Blogs & Wikis Wiki Lists: Community-based knowledge bases A quick and easy way to capture knowledge and link it to other articles Blog Sites: Online journal (WeB LOG)

17 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Introduction to blogs A blog is a Web site that enables you or your organization to quickly share ideas and information. Blogs contain posts that are dated and listed in reverse chronological order. People can comment on your posts, as well as provide links to interesting sites, photos, and related blogs. People in your organization can share ideas and information about products, technologies, and processes by publishing that information as posts to a blog.

18 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 1:

19 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 2:

20 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 3:

21 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 4:

22 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 5:

23 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. How to create a blog site ? Step 6:

24 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Understanding Libraries and Documents SharePoint offers collaboration features that go well beyond the traditional file- sharing techniques that you may have used in the past. Because SharePoint stores lists and libraries in a database rather than the file system, it is arguably more secure, more efficient, and enables more sophisticated document workflow and content management scenarios.

25 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging. Understanding Libraries and Documents a document library view page A document library view page:

26 © Xchanging 2010 no part of this document may be circulated, quoted or reproduced without prior written approval of Xchanging.