SharePoint 2016 User's Guide : Learning Microsoft's Business Collaboration Platform

Learn how to make the most of SharePoint 2016 and its wide range of capabilities to support your information management, collaboration, and business process management needs. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as search, workflow, and social) that make up these environments. In the fifth edition of this bestselling book, author Tony Smith walks you through the components and capabilities that make up a SharePoint 2016 environment. He provides step-by-step instructions for using and managing these elements, as well as recommendations for how to get the best out of them.**What You Wi****ll Learn** * Create and use common SharePoint resources like lists, libraries, sites, pages and web parts * Understand when and how workflows and information management policies can be used to automate process * Learn how to take advantage of records retention, management, and disposition * Make the most of SharePoint search services * Take advantage of social capabilities to create social solutions **Who This Book Is For**Whether you have not yet used SharePoint at all, have used previous versions, have just started using the basic features, or have been using it for a long of time, this book provides the skills you need to work efficiently with the capabilities SharePoint 2016 provides. Contents at a Glance Contents About the Author About the Technical Reviewer Acknowledgments Introduction Chapter 1: Introduction to SharePoint Technologies What Is Microsoft SharePoint 2016 SharePoint Server 2016 Office 365 SharePoint Online The Evolution of SharePoint Exploring What’s New in SharePoint 2016 Understanding the Value of SharePoint 2016 SharePoint Building Blocks Summary Chapter 2: Understanding Sites Understanding Site Collections and Sites Site Structures and Layouts App Launcher User Menu Settings Menu Ribbon Social Tools Page Management Tools Navigation Bar Search Bar Quick Launch Navigation Content Area Standard Site Templates Collaboration Team Site Template Blog Template Project Site Template Community Site Template Enterprise Document Center Template Records Center Template Business Intelligence Center Template Enterprise Search Center Template Basic Search Center Template Visio Process Repository Template Publishing Publishing Site Template Publishing Site with Workflow Template Enterprise Wiki Template SharePoint Portal Templates Developer Site In-Place Hold Policy Center eDiscovery Center Compliance Policy Center Community Portal Publishing Portal Product Catalog Summary Chapter 3: Working with Sites Navigating the SharePoint Environment Navigating Within a Site Navigating Sites with Mobile Devices Using the Ribbon Creating Sites Deleting Sites Managing Site Security Managing SharePoint Groups Creating SharePoint Groups Editing SharePoint Groups Deleting SharePoint Groups Adding Users to SharePoint Groups Removing Users from a SharePoint Group Viewing SharePoint Group Permissions Changing Permission Inheritance for a Site Managing Permission Levels Adding Permission Levels Creating a New Permission Level As a Copy of an Existing Permission Level Edit Existing Permission Levels Deleting Existing Permission Levels Managing Site Collection Administrators Changing Site Details Updating the Site Title, Description, Logo, and URL Configuring Regional Settings for a Site Defining the Welcome Page Managing Site Navigation Customizing Quick Launch Navigation for Sites Configuring the Quick Launch Display:Tree View and Standard View Configuring Quick Launch Options Changing the Order of Quick Launch Items Adding New Headings and Links to the Quick Launch Editing Headings and Links in Quick Launch Delete Headings and Links in Quick Launch Customizing the Navigation Bar Updating Navigation Bar Inheritance Settings Changing the Order of Navigation Bar Items Adding New Headings and Links to the Navigation Bar Edit Headings and Links to the Navigation Bar Deleting and Hiding Headings and Links on the Navigation Bar Configuring Managed Navigation for the Navigation Bar Creating a Navigation Term Set Configuring the Navigation Bar to Use the Term Set Using the Recycle Bin Viewing Items in the Recycle Bin Restoring Items from the Recycle Bin Deleting Items from the Recycle Bin Managing Site Design and Layout Updating Site Themes Working with Design Manager Managing Device Channels Selecting a New Site Design Edit an Existing Site Design Managing Page Layouts Resetting Site Definitions Controlling Access to Page Layouts and Site Templates Identifying Master Pages and Style Sheets for a Site Managing Site Templates Creating Site Templates Editing Site Templates Deleting Site Templates Managing Site Content and Structure Managing Site and Site Collection Features Managing Site Features Managing Site Collection Features Managing Content Variations Variation Labels Translatable Columns Variation Logs Managing Help Information Using SharePoint Designer for Site Management Summary Chapter 4: Pages, Apps, and Web Parts Pages Web Part Pages Creating Web Part Pages Viewing Web Part Pages Editing Web Part Pages Wiki Pages Creating Wiki Pages Editing Wiki Pages Managing the Page Layout Editing Text Adding Tables Adding Pictures Adding a Video or Audio File Adding Links Adding App Parts or Web Parts Adding Embedded Code Publishing Pages Enabling Publishing Pages Creating Publishing Pages Editing Publishing Pages Changing a Page Layout Checking In and Publishing Pages Apps Adding Apps to Your Site Adding Apps Directly Requesting Apps to Add Viewing Your App Requests Removing Apps Adding App Parts to Pages Web Parts Adding Web Parts to Pages Editing Web Parts Removing Web Parts Connecting Web Parts Exporting and Importing Web Parts Standard SharePoint Web Parts Apps List View App Part Blog Blog Archives Blog Notifications Blog Tools Business Data Business Data Actions Business Data Connectivity Filter Business Data Item Business Data Item Builder Business Data List Business Data Related List Excel Web Access Indicator Details Status List Visio Web Access Community About the Community Join My Membership Tools What’s Happening Content Rollup Categories Content Query Content Search Project Summary Relevant Documents RSS Viewer Site Aggregator Sites in Category Summary Links Table of Contents Term Property Timeline WSRP Viewer XML Viewer Document Sets Document Set Content Document Set Properties Filters Apply Filters Button Choice Filter Current User Filter Date Filter Page Field Filter Query String (URL) Filter SharePoint List Filter SQL Server Analysis Services Filter Text Filter Forms HTML Form Web Part InfoPath Form Web Part Media and Content Content Editor Web Part Get Started with Your Site Web Part Image Viewer Web Part Media Web Part Page Viewer Web Part Picture Library Slideshow Web Part Script Editor Web Part Silverlight Web Part PerformancePoint PerformancePoint Filter PerformancePoint Report PerformancePoint Scorecard PerformancePoint Stack Selector Search Find by Document ID Refinement Search Box Search Navigation Search Results Taxonomy Refinement Panel Search-Driven Content Category-Item Reuse Items Matching a Tag Pages Pictures Popular Items Recently Changed Items Recommended Items Videos Web Pages Wiki Pages Social Collaboration Contact Details Note Board Organization Browser Site Feed Site Users Tag Cloud User Tasks Summary Chapter 5: Managing Lists and Libraries Creating Lists and Libraries Deleting Lists and Libraries Managing List and Library Properties Metadata Columns Available Columns Single Line of Text Multiple Lines of Text Choice (Menu to Choose From) Number Currency Date and Time Lookup Yes/No Person or Group Hyperlink or Picture Calculated Task Outcome External Data Managed Metadata Adding Columns Editing Columns Deleting Columns Changing the Order of Columns Setting Column Indexes Configuring Keywords Working with Views Types of Views Standard View Datasheet View Calendar View Gantt View Access View Custom Views in SharePoint Designer Creating Views Creating Standard Views Creating Datasheet Views Creating Calendar Views Creating Gantt Views Creating Views in SharePoint Designer Access View Editing Existing Views Delete Existing Views RSS Feed Settings Managing List and Library Permissions Updating List and Library Inheritance Settings Changing List and Library Permissions File Plan Reporting List and Library Office Integration Excel SharePoint Integration Exporting Lists or Libraries to Excel Importing a Spreadsheet into Excel as a List Access SharePoint Integration Synchronizing List and Libraries for Offline Access Summary Chapter 6: Working with Lists Types of Lists Announcements Incoming E-Mail Capabilities Contacts Exporting Contacts Connecting Contacts Lists to Outlook Calendar Recurrence Calendar Overlays Group Calendars Exporting Events Connecting Calendar Lists to Outlook Incoming E-Mail Capabilities Discussion Boards Managing Discussions Marking a Discussion As Featured Incoming E-Mail Capabilities Issue Tracking E-Mail Notifications Links Changing List Item Order Promoted Links Survey Responding to a Survey Tasks Adding Subtasks Connecting Tasks Lists with Outlook Open a Tasks List in Project External List Custom List Custom List in Datasheet View Working with List Items Adding Items to a List Editing Items in a List Using Quick Edit Deleting Items in a List Working with Attachments Enable or Disable List Attachments Adding Attachments to a List Item Removing Attachments from a List Item Filtering and Sorting List Items Metadata Navigation Using Views Working with Folders Managing Item Level Security Managing Permission Inheritance Editing Item Permissions Versioning List Items Enabling Versioning within a List Accessing Version History View Previous Versions of an Item Restore Previous List Item Versions Delete a Previous Version Content Approval Item Validation Rating List Content Using Star Ratings Using Like Ratings Audience Targeting Summary Chapter 7: Working with Libraries Types of Libraries Document Libraries Incoming E-Mail Capabilities Form Libraries Adding Forms Managing Form Templates Creating Form Libraries in InfoPath Filling Out Forms Wiki Page Libraries Picture Libraries Asset Libraries Report Libraries Data Connection Libraries Data Connections Library for PerformancePoint Working with Documents Adding Documents to Libraries Uploading Documents Creating New Documents in a Library Using the New Document Menu Editing Documents in SharePoint Checking Documents In and Out Editing Documents Managing Document Opening Settings Opening Documents Editing Document Properties Using Quick Edit Managing Files with No Checked-in Version Deleting Documents in a Library Editing Documents Through Document Workspaces Download a Copy Working with Folders Document Sets Working in Document Sets Document Set Version Management Managing Item Level Security Managing Permission Inheritance Editing Document Permissions Audience Targeting Document Versioning Enable Versioning Working with Existing Versions Content Approval Copying Documents with the Send To Option Item Validation Document Templates Rating Library Content Using Star Ratings Using Like Ratings Document ID Service Working with Documents in Office Saving Documents to SharePoint Editing Document Properties Accessing Documents While Offline in Outlook Summary Chapter 8: Working with Site Columns, Content Types, and Term Sets Site Columns Creating Site Columns Additional Column Types for Site Columns Full HTML Content with Formatting and Constraints for Publishing Image with Formatting and Constraints for Publishing Hyperlink with Formatting and Constraints for Publishing Summary Links Data Rich Media Data for Publishing Adding and Configuring Site Columns in Lists and Libraries Removing a Site Column from a List or Library Editing Existing Site Columns Deleting Existing Site Columns Content Types Creating and Configuring Content Types Configuring and Editing an Existing Content Type Editing General Content Type Details Configuring Content Type Advanced Settings Manage a Content Type’s Workflows Managing a Content Type’s Information Management Policies Managing Content Type Document Information Panel Settings Adding Site Columns to Content Types Editing Site Column Settings for a Content Type Removing Site Columns from a Content Type Changing the Column Ordering of a Content Type Deleting Content Types Configuring Content Types for Lists and Libraries Enable the Use of Content Types in Lists and Libraries Adding Content Types to Lists and Libraries Managing Content Type Defaults and Order in a List or Library Deleting a Content Type from a List or Library Configuring Content Type Settings in a List or Library Working with Content Types in a List or Library Term Sets Term Store Administration Managing Term Sets Adding Term Sets and Terms Managing Term Set Properties Managing Term Properties Working with Terms as Metadata Summary Chapter 9: Workflows and Information Management Policies Workflow Overview Workflow Lists Workflow Tasks List Workflow History List Creating and Configuring Workflows Creating Out of the Box Workflows Three-State Workflow Approval — SharePoint 2010 Workflow Collect Feedback — SharePoint 2010 Workflow Collect Signatures — SharePoint 2010 Workflow Disposition Approval Workflow Creating SharePoint Designer Workflows Creating SharePoint Designer List and Library Workflows Creating SharePoint Designer Site Workflows Creating Reusable Workflows SharePoint Designer Workflow Activities Using Visual Designer when Creating Workflows Managing Workflows Viewing Available Workflows Editing General Workflow Details Blocking Workflows Deleting Workflows Editing Workflows Editing Out of the Box Workflows Editing SharePoint Designer Workflows Running Workflows Running List and Library Workflows Running Site Workflows Working with Workflow Instances Viewing Workflow Instance Status and History Terminating Workflow Instances Information Management Policies Policy Types Retention Auditing Barcodes Labels Site Collection Policies Content Type Policies List and Library Content Type Policies List and Library Policies Viewing Compliance Details Policy Exemptions Summary Chapter 10: Records Management Understanding Records Management Proactive Records Management Planning Identify Records Planning for Content Holds Adding Content with Content Organizer Enabling Content Organizer Configuring Content Organizer Configuring Content Organizer Rules Using Content Organizer Managing Records Managing Site Collection Records Declaration Settings Managing List and Library Record Declaration Settings Manual Records Declaration Managing Records through Record Retention Rules Configuring Retention Policies Viewing Item Retention Stage Details Record Centers Configuring Record Center Sites Managing Documents in Record Center Sites Document Centers Content Holds Local Holds Creating Local Holds Adding Items to Local Holds Individually Adding Items to Local Holds Through Search Removing Items from a Local Hold Viewing All Items in a Hold Viewing All Holds Associated with an Item eDiscovery Center Holds Creating Cases Creating eDiscovery Sets Creating Queries Exports In-Place Hold Policy Center Creating In-Place Hold Policies Compliance Policy Center Deletion Policies Assigning Deletion Policies to Site Templates Assigning Deletion Policies to Site Collections Data Loss Prevention Policies Creating Data Loss Prevention Policies Applying Data Loss Prevention Policies to Site Collections Summary Chapter 11: Search Using SharePoint Search Performing a Search Working with Search Results Result Blocks Promoted Results Standard Search Results Refiners Working with Search Centers Standard SharePoint Search Centers Basic Search Centers Enterprise Search Centers Executing Advanced Searches Configuring the Site Collection to use a Search Center Configuring a Site to use a Search Center Crawling Capabilities Managing Managed Properties Creating Site Collection Managed Properties Editing the Details of an Existing Managed Property Deleting Managed Properties Reindexing a List or Library Excluding Sites from Search Excluding a List or Library from Search Excluding List or Library Columns from Search SharePoint Query Capabilities Managing Query Rules Adding Query Rules Editing Query Rules Deleting Query Rules Search Result Capabilities Managing Result Sources Creating a Site Collection Result Source Editing Existing Result Sources Deleting Result Sources Managing Result Types Creating Site Collection Result Types Creating Site-Level Result Types Editing Result Types Deleting Result Types Exporting and Importing Search Configurations Exporting and Importing Site Collection Search Configurations Exporting and Importing Site Search Configurations Using Search with Web Parts Content Search Web Part Other Search Web Parts Summary Chapter 12: Personalization and Social Features Enhancing Personal Productivity About Me and the Profile About Me Page Shared View About Me Private View Alerts Creating Alerts Creating List Item and Document Alerts Creating List and Library Alerts Creating Page Alerts Creating Search Alerts Working with Alerts Managing Alerts Editing Existing Alerts Deleting Existing Alerts Adding Alerts from the My Alerts on This Site Page Following and Newsfeeds Following People Following Documents Following Sites Followed Sites Page Following Tags Newsfeed People I’m Following Docs I’m Following Sites I’m Following Tags I’m Following Newsfeed Search Targeting Sharing and Extending Content E-Mail a Link RSS Feeds OneDrive Enterprise Wikis Tags and Notes Creating Tags and Notes Viewing Tags Through Tag Clouds Rating Content Enabling Ratings for a List or Library Rating Content in a List or Library Liking Content Enabling Like for a List or Library Liking/Unliking Content Building Communities Site Newsfeeds Hash Tags Blogs Managing Blog Posts Commenting on Posts Managing Categories Using the Blogging App Community Sites Discussions Creating New Discussions Editing Discussions Replying in a Discussion Marking a Best Reply Deleting Posts and Replies Managing Discussion Categories Reputation Managing Reputation Settings Badges Top Contributors Managing Offensive Content Community Portals Summary Chapter 13: Metrics and Reporting Storage Metrics Site Collection Audit Reporting Popularity and Search Reports Usage Reports Search Reports Site Popularity Trends Library Most Popular Items Document Popularity Trends Summary Chapter 14: Enterprise Office Services Office Online Server Opening Files in Office Online Server Managing Default Open Behavior Publishing Excel Elements Creating Named Cells for Parameters Creating a Named Range Publishing an Excel Sheet Viewing Excel Published Content Using the Excel Web Access Web Part Form Services Creating Forms and Form Libraries Populating Forms Using the InfoPath Form Web Part Visio Services Summary Index Learn how to make the most of SharePoint 2016 and its wide range of capabilities to support your information management, collaboration, and business process management needs. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as search, workflow, and social) that make up these environments. In the fifth edition of this bestselling book, author Tony Smith walks you through the components and capabilities that make up a SharePoint 2016 environment. He provides step-by-step instructions for using and managing these elements, as well as recommendations for how to get the best out of them. What You Wi ll Learn Create and use common SharePoint resources like lists, libraries, sites, pages and web parts Understand when and how workflows and information management policies can be used to automate process Learn how to take advantage of records retention, management, and disposition Make the most of SharePoint search services Take advantage of social capabilities to create social solutions Who This Book Is For Whether you have not yet used SharePoint at all, have used previous versions, have just started using the basic features, or have been using it for a long of time, this book provides the skills you need to work efficiently with the capabilities SharePoint 2016 provides. Learn how to make the most of SharePoint 2016 and its wide range of capabilities to support your information management, collaboration, and business process management needs. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as search, workflow, and social) that make up these environments. In the fifth edition of this bestselling book, author Tony Smith walks you through the components and capabilities that make up a SharePoint 2016 environment. He provides step-by-step instructions for using and managing these elements, as well as recommendations for how to get the best out of them. How to create and use common SharePoint resources like lists, libraries, sites, pages and web parts Understand when and how workflows and information management policies can be used to automate process Learn how to take advantage of records retention, management, and disposition Making the most out of SharePoint search services How to take advantage of social capabilities to create social solutions "Learn how to make the most of SharePoint 2016 and its wide range of capabilities to support your information management, collaboration, and business process management needs. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as search, workflow, and social) that make up these environments. In the fifth edition of this bestselling book, author Tony Smith walks you through the components and capabilities that make up a SharePoint 2016 environment. He provides step-by-step instructions for using and managing these elements, as well as recommendations for how to get the best out of them"--Page 4 of cover