Office and SharePoint 2007 User's Guide - Integrating SharePoint with Excel, Outlook, Access and Word

Contents at a Glance

Contents

About the Author

About the Technical Reviewer

Acknowledgments

Introduction

Who This Book Is For

Contacting the Author

An Introduction to SharePoint

Site Collections, Sites, and Subsites

Adding a Document Library

Knowing Your Document Templates

Adding Your First Document to Your New Library

Summary

SharePoint Lists

Exploring SharePoint’s Built-in List Types

Creating a New SharePoint List Based on an Existing Template

Adding Items to Your New List

Building a Custom List

Modifying the Columns in Your List

Using Alerts to Notify You When Your List Is Changed

Creating RSS Feeds for Your List

Defining Views for Your List

Sorting and Filtering Lists

Summary

Creating Content Pages

Adding a Page to Your Site

Placing Simple Content on Your New Page

Adding Functionality with Web Part Pages

Using Web Parts to Display Libraries and Lists

Creating Master-Detail Relationships Between Your Lists

Editing Existing Pages with Check-Out and Check-In

Tracking Page Versions

Publishing Pages to Your Site

Recovering Accidental Deletions with the Recycle Bin

Summary

Using Your Document Library with Microsoft Office

Opening a SharePoint Document from Within Microsoft Office

Editing and Saving a Document to a Document Library

What Is Metadata?

Using Metadata with the Document Information Panel

Managing Your Documents with the Document Management Panel

Other Document Management Panel Features

Searching Your Documents

Using Word to Contribute to Your Blog Site

Understanding Word’s New Open XML File Format

Summary

Using Outlook

Synchronizing Your Contacts Lists Between SharePoint and Outlook

Synchronizing Your Calendars Between SharePoint and Outlook

Synchronizing Tasks Between SharePoint and Outlook

Using Outlook to Work Offline with Content

Letting Alerts Notify You of SharePoint Changes

Using Outlook’s RSS Reader to Subscribe to SharePoint RSS Feeds

Sending E-mail to Lists

Sending Links via Send To

Summary

Managing Lists with Access

Exporting SharePoint Lists to Access

Linking SharePoint Lists to Access

Use Multivalued Fields in Lists

Creating Access Forms and Reports from a SharePoint List

Working with Offline Lists Within Access

Controlling Which Forms and Reports Are Available in SharePoint

Can Recycle Bin Recover Deleted List Records?

Summary

Managing SharePoint Lists from Excel

Exporting a List from SharePoint to Excel

Exporting Data from an Excel Spreadsheet into a Custom List

A Quick Look at Excel 2003 and Synchronization

What Happened to Synchronization?

Linking a List in Excel to SharePoint

Summary

Publishing Excel with Excel Services

Configuring Excel Services

Publishing an Excel Form to Excel Services

Why You Need Parameters to Make Your Excel Form Interactive

Defining Parameters for Your Excel Form

Using the Excel Page Web Part

Viewing Data from External Sources in Excel Using a Data Connection

Working with the Report Center

Introduction to KPIs

Creating Dashboards with Excel and KPIs

Summary

An Introduction to Creating Forms with InfoPath

Why You Should Use InfoPath

Exploring the InfoPath Interface

Creating a Simple Form

Migrating Your Existing Word Forms into InfoPath

Migrating Your Existing Excel Workbook into InfoPath

Defining InfoPath Views

Building Data Connections for Forms

Connecting InfoPath Forms to Data

Creating and Reusing Form Sections with Template Parts

Summary

Publishing InfoPath Forms in SharePoint Libraries

Publishing InfoPath Forms to a Network File Share

Using InfoPath Forms Services for Customers Without InfoPath

Publishing a Form to a Content Type

Installing and Using Site Collection Content Types

Building Custom Workflows for InfoPath Forms Using SharePoint Designer

Summary

Peer-to-Peer Collaboration with Groove

Getting into the Groove

A Quick Look at Groove’s Other Tools

Sharing Your Files Using Groove: Simple Group Collaboration

Setting Up a SharePoint Document Library Connection

Setting Permissions for the SharePoint Files Folder

Working on SharePoint Documents Offline

Protecting Changes with Check-Out and Check-In Along with Versioning

Collaborating with People Outside Your Organization

Synchronizing Files Between Groove and SharePoint Document Libraries

Who Is the Synchronizer?

Summary

Additional Supporting Libraries

Creating a Records Management System to Archive Your Documents

Creating a Picture Library in SharePoint

Creating a Slide Library in SharePoint

Summary

Index