SharePoint 2013 Level 2 Computer Training Solutions Student Guide Version Revision Date Course Length

Transcription

1 SharePoint 2013 Level 2 Computer Training Solutions Version 1.1 Revision Date Nov 7, 2013 Course Length 3 hours

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3 Table of Contents Quick Reference... 4 Creating a New Team Site... 5 Viewing Permissions... 7 Adding and Deleting Users... 8 Working With Apps in SharePoint... 9 Understanding App and Web Parts... 9 Adding an App to Your Site List or Library Settings Creating a Column in Your App or Library Removing a Column from an App Recommended Document Library Settings Setting Site Navigation and Appearance Adding App Parts to a Page Adding Web Parts to a Page Modifying a Web Part Deleting a Web Part Changing the Look and Feel of Your Site Branding Your Team Site... 17

4 SharePoint 2013 Level 1 QUICK REFERENCE In SharePoint 2013 if you ever want to return to your home page of your site, click on the site logo near the top left of the page. The Setting icon can quickly show what your current permissions allow you to do inside your SharePoint Site. The Ellipsis Icon will show you more options that you can do with the selected document or item. SharePoint Training Site SharePoint ehealth Site Computer Training Solutions 4 of 17

5 CREATING A NEW TEAM SITE A SharePoint 2013 team site is a site a team can use to organize, author, and share information. 1. In your Current Team Site go to Site Contents. 2. Click new subsite. 3. Add a Title and description. 4. Give your web site a small url name. (Use abbreviation if possible.) 5. Pick the Team Site Template. Computer Training Solutions 5 of 17

6 6. Decide if you want to use the same permissions as the parent site or use unique permissions for your site. If you choose unique permissions, you will have to give names for each group. See below Fig Decide on how you will navigate to the sub site; either on the Quick Launch bar on the left and/or on the Top link bar of the parent site. 8. Choose whether you will use the top link bar off the parent site. 9. Click Create. Be sure to click Create a new group. Computer Training Solutions 6 of 17

7 Your new Team Site will now be ready to use. Viewing Permissions As an owner of a SharePoint site, you will be able to edit a number of site settings: 1. Click the Settings Icon. 2. Select Site settings. 3. Under Users and Permissions, click Site permissions. You will see the permission levels for each group in your team site. Computer Training Solutions 7 of 17

8 Adding and Deleting Users To add a user to your site: 1. Click Share at the top right of the page. Note: This will add users to the Members Group by default. 2. If you want to add a user to a different group go to the Site Settings page, under Users and Permissions, click People and Groups. 3. Select the group that you want the user to belong to. 4. Click Add Users. 5. Add the names of the people that you wish to share your site with. 6. Add a personal Message to the new member. (Optional) 7. Click Show Options if you DO NOT want to send out an to the new member. 8. Click Share. To remove users from your SharePoint Site: 1. Go to the Site Settings page, under Users and Permissions, click People and Groups. 2. Select the group that you want to remove users from. 3. Check off the users that you want to remove. 4. Then go to the Action menu and select Remove Users from Group. Computer Training Solutions 8 of 17

9 WORKING WITH APPS IN SHAREPOINT Understanding App and Web Parts Apps are what were known as lists and libraries in the past. They are self-contained objects that can hold a variety of different content. App Parts contain all the items that are in the full App, however Apps Parts can contain a more customized view of the items in the App. They can be viewed on their own or with others on a page via Web Parts. Deleting an App Part does not affect the original App. Computer Training Solutions 9 of 17

10 Adding an App to Your Site 1. Select > Site Settings. 2. Click Add an App. 3. Select the type of App you wish to create. 4. Type a name for the App. It will then appear as New and can start to be used by your team. List or Library Settings Customizing can be done to Apps to meet your needs. To do that, go to List or Library Settings then click List or Library settings. In the List Settings many changes can be made such as: 1. Renaming and adding or removing it from the Quick Launch bar 2. Creating Custom Permissions 3. Deleting the list 4. Renaming Columns 5. Creating new Columns 6. Changing the Column order 7. Creating new Views for the list Computer Training Solutions 10 of 17

11 Creating a Column in Your App or Library There are times when you need to collect some more information in your App. The best way to do that is to add a column. 1. One way is to click the Edit button at the top of your list. 2. Then click the + at the end of the list. 3. Pick the data type that you need. 4. Type the column name. Another way is to click the List tab and then click Create Column. There are 14 data types to chose from. Creating a Column this way will allow for additional column settings. When selecting a data type, the page will reload to show the additional settings. Removing a Column from an App 1. Go to the App List Settings. 2. Select the column that you want to delete. 3. Click the Delete button at the bottom. Computer Training Solutions 11 of 17

12 Recommended Document Library Settings To view the recommended Document Library settings: 1. In the Document Library click the Library tab. 2. Click Library Settings. 3. Under the General Setting you will find the Versioning Setting. This is where you can turn off Versioning and Require Check Out. Computer Training Solutions 12 of 17

13 SETTING SITE NAVIGATION AND APPEARANCE Adding App Parts to a Page 1. Click Edit on the top right of your SharePoint page. 2. Click the Insert tab. 3. Click the App Part button. 4. Select any of the Apps that you currently have in your site. 5. Select the location. 6. Click Add. Adding Web Parts to a Page 1. Click Edit on the top right of your SharePoint page. 2. Click the Insert tab. 3. Click the Web Part button. Computer Training Solutions 13 of 17

14 4. Select any of the Categories and Parts that are available for your site. 5. Select the location. 6. Click Add. SharePoint 2013 Level 2 Modifying a Web Part 1. In Edit mode, select the Web Part that you want to modify. 2. In the drop down menu, click Edit Web Part. The Web Part Properties Panel will opn on the right. Depending on what the Web Part function is, you will be able to set the Part settings, Appearance, Layout, and any Advanced settings. Computer Training Solutions 14 of 17

15 Here are some sample Properties that can be set. Deleting a Web Part To delete a Web Part: 1. In Edit mode, click the drop down menu of the Part you wish to delete. 2. Click Delete. Computer Training Solutions 15 of 17

16 Changing the Look and Feel of Your Site As a site librarian you can change the colours and background images of your site. 1. Select > Site Settings. 2. Click Change the look. 3. Under Look and Feel, select the style that you want. 4. Then you can change the colours, site layout and fonts, and even add a background image. 5. Then click Try it out. Computer Training Solutions 16 of 17

17 Branding Your Team Site As a site librarian you can brand your team site with the corporate or team logo and add convenient links at the top and left of the home page. Select > Site Settings. Under Look and Feel, you will notice options to change the site name, description, and logo, and add items to the Quick Launch and Top Link Bar. The Tree view will allow you to show or hide the Quick Launch and Tree view. Computer Training Solutions 17 of 17