2 1 About the Author Isha Kapoor is a SharePoint Geek, a Vivid blogger, Author, Trainer and a SharePoint Server MVP from Toronto Canada. She is a founder and primary Author of famous SharePoint website Isha has more than 7 years of experience in SharePoint and has implemented multiple SharePoint projects for various Fortune 500 Companies across North America. She currently works as a SharePoint Consultant in through her Toronto based Company Akrura Technologies. You can connect with Isha on Facebook, Twitter and LinkedIn or you can her at
3 Disclaimer: The contents of this document are provided AS IS. Information and views expressed in this document, including URL and other Internet website references, may change without notice. You bear the risk of using it. SharePoint, MOSS, SharePoint 2010, SharePoint 2013 and Microsoft are trademarks of the Microsoft Corporation.
4 1 Table of Contents Create Sites or Subsites (Chapter 1)...2 Create a SubSite Create a Project Site Team Site Vs Project Site Timeline and Project Summary WebPart Create a Community Site Create Lists and Libraries (Chapter 2)...17 Create a Custom List Create a Custom Document Library Create a Task List Create a Discussion Board Custom Pages (Chapter 3)...32 Create a WebPart Page Error Pages Add a Page Option Changing the default page layout Set a Welcome Page Users, Groups & Permissions (Chapter 4 )...42 Create Groups Add Users Create new Permission level Edit Permission level for default Members group Set unique Permissions for a SharePoint List\Library Web Content Management (Chapter 5 )...60 Drag and Drop multiple documents Move multiple documents from one library to another Digital Assert Content Types Asserts Library and new Video Content Type IFrames in SharePoint 2013 How to add a YouTube Video in SharePoint 2013 site
5 2 Chapter 1 Create Sites or Subsites IN THIS CHAPTER: Create a SubSite Create a Project Site Team Site Vs Project Site Timeline and Project Summary WebPart Create a Community Site Assuming that an initial Site Collection has already been setup, the very next task that an administrator would like to perform is to add a Subsite or a Web in its Site Collection. In SharePoint 2013, you have option to add Subsite of type Collaboration - Team site, Project site, Community site and Blog site. Enterprise - Document Center, Record Center, Business Intelligence Center, Enterprise Search Center, Basic Search Center and Visio Process Repository. Publishing - Publishing site, Publishing with Workflow site and Enterprise Wiki Site, Duet Enterprise - SAP Workflow site and Custom - Any Custom Site Template. The type of sites available for Creating a Subsites depends upon the activation of corresponding feature in your Site or Site Collection. In this Chapter we will look at the Detailed steps of Creating some these Subsites in a Site collection.
6 3 Create a SubSite In SharePoint 2013, you can Create a Subsite using the new subsite Link available on Site Contents Page. Unlike SharePoint 2010, this Option to Create a Subsite is not available in Site Actions or Settings menu by default. To create a new Subsite in SharePoint 2013, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Contents page. 2. In the Site Contents Page, under Subsites heading click on new subsite Link. 3. When New SharePoint Site page appears, enter Title and Description, Web Site Address (URL), Template, Permissions and Navigation Inheritance.
7 4 Click Create when done. You will be redirected to the Site Contents Page and the Subsite will be listed towards the end (under Subsites) See below.
8 5 Tip When you Create a subsite, it automatically gets added to your Sites I'm following list. You can view the list of sites that you follow from your Mysites page.
9 6 Create a Project Site SharePoint 2013 has added a new Template called Project Site, that comes with a set of webparts and pages to help Project Managers and Team members work on a project efficiently. With Project Sites, users can capture tasks and assign them to people in their organization, store and manage project-related documentation, track project team events on a common calendar, View Project Status on a Timeline and more. Each project site has Project Functionality Site Feature activated by default. This feature adds a task list with a visual timeline, a calendar, and the Project Summary web part to Project sites. You can activate this feature for any Team Site to add these Project specific Capabilities. To create a new Project Site in SharePoint 2013, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Contents page. 2. In the Site Contents Page, under Subsites heading click on new subsite Link. 3. When New SharePoint Site page appears, enter Title and Description, Web Site Address (URL), Template, Permissions and Navigation Inheritance for your new Project site.
10 7 Click Create when done. 4. Your new Project Site should be visible under SubSites on Site Contents page. Click on the Project Site to Open it.
11 8 5. Click on the Project Site to Open it. On your new Project site you ll notice - Project Summary Webpart, Getting Start with your Site (or Tiles webpart), NewsFeed Webpart and a default Task list with a Timeline. These new webparts and lists, can help Teams in Tracking Projects, Managing Projects, Assigning tasks and Collaborating with Content related to Projects in a more productive way.
12 9 Team Site VS Project Site Project Sites * Project Sites has Project Functionality Site Feature activated by default. * A Project Summary WebPart is added to the main page by default. * Project Sites had Task list added to it by default. Team Sites * Team Sites has Wiki Page Home Page Site Feature activate by default. * Project Functionality Feature is not active by default. * Project Summary WebPart is not added to the site by default. * Team Sites has Team Task list added to it by default. TimeLine & Project Summary WebParts TimeLine & Project Summary are new WebParts that gets added to each site created using Project Site Template. TimeLine WebPart Similar to Microsoft Project Server, Timeline webpart in SharePoint 2013 provides an overview of the tasks that are added to a task list on a SharePoint site. Every Task list by default displays a Timeline webpart, but you can also add it to one or more SharePoint pages on your site. With Timeline webpart, users have ability to Add, Remove, display, Indent, outdent, move, and delete tasks and subtasks. In addition to task management users can also change the font face, size, format, and color for the text used on the timeline. A Typical Task list Timeline is shown in Figure below.
13 10 The Timeline above displays three tasks and a subtask that is added to the corresponding Task list below. These tasks are first created in the Task list and then added to the Timeline. See more about Tasks list and Timeline in the Chapter. Project Summary WebPart Project Summary Webpart is essentially a Timeline Webpart that provides a high-level view of the events and tasks involved in a project. This WebPart is added by default to a SharePoint 2013 Project Site. A typical Project Summary WebPart connected to Tasks List is shown in the figure below.
14 11 How to add a Project Summary WebPart If a Project Summary WebPart is not added to your site, you can add it from a List of WebParts available under Insert tab in your sites Ribbon. To add a new Project Summary WebPart, follow these steps: 1. Edit the Page where you intend to add the WebPart. 2. Select the Insert Tab in the Ribbon and under Categories select Content Rollup. 3. In Parts section, select Project Summary and then select the add button. Tip If you do not see the Project Summary WebPart listed under the Insert tab in your site, make sure you have Project Functionality Site Feature Active under Manage site features in the site. Other than Timeline, with Project Summary WebPart, you can also display a Summary of upcoming and late Tasks and Events that are added to one or more Tasks lists and Calendar lists in the site. See the Upcoming Tasks and Events in the Fig below.
15 12 upcoming and late views can be configured from Project Summary WebPart s webpart Properties. See the Webpart properties in the Fig below. upcoming view - Displays all the upcoming Tasks and Events from the connected Task & Calendar lists in the site. The Upcoming Panel lets you select the Task & Calendar list and the number of days for which Upcoming Items would be shown. See Fig. below
16 13 Things to Note * A Calendar list shows up in Project Summary WebPart s upcoming view only if it has any Upcoming Events added to it. * Recurring events are shown under Upcoming View for each day of recurrence. late view - Displays only Tasks that are over the due date. Calendar events are not added in this View. The edit link next to late is used to select multiple Task lists in the site. See Fig. below.
17 14 Create a Community Site Community site is a new Template that has all new Social capabilities of SharePoint Community Sites is essentially an extension to Discussion boards with a lot more options in Community Tools (that is used for managing discussions boards and blog posts in the site). To create a new Community Site in SharePoint 2013, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Contents page. 2. In the Site Contents Page, under Subsites heading click on new subsite Link. 3. When New SharePoint Site page appears, enter Title and Description, Web Site Address (URL), Template, Permissions and Navigation Inheritance for your new Community site.
18 15 Community Tools Community Tools is for managing discussions, Categories, Reputation Settings in Community site, like you were presented in Discussion boards and blog posts. In Community Tools you can - Manage discussions Create categories Assign badges to members Reputation settings Community settings
19 * Reputation model - Besides creating discussions you can create a employee or user reputation model based on hisher s participation in community social activities. By this I mean you can assign badges (Achievement levels) to users and give them points for the activities (Member achievements point system) that user performs for example creating Posts, Replying to discussions etc. All these options are set by Admin of the site using Reputation settings A quick screen will give you an idea. 16 * Like & Rely - Users can Like and Reply on discussions.
20 17 Chapter 2 Create Lists and Libraries IN THIS CHAPTER: Create a Custom List Create a Custom Document Library Create a Task List Create a Discussion Board In SharePoint 2013, Microsoft has introduced a new feature called Apps. As per MSDN, Apps for SharePoint are selfcontained pieces of functionality that extend the capabilities of a SharePoint website. Lists, Libraries, Calendars, Discussion boards, Surveys are all called Apps. For example, a Custom List template is now called a Custom List App and a Document Library template is now a Document Library App. In this Chapter we will look at the detailed steps of Creating Lists and Libraries using some of these new apps.
21 18 Create a Custom List To Create a Custom List from a Custom List App, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of your site and select Add an app. Alternately, you can navigate to Site Contents page and select add an app. 2. In the Site Contents Page, under Noteworthy select Custom List app. You can also click on App Details link below Custom List app to view its description. 3. When you select Custom List, a popup window for List name appears. Enter an appropriate name for your Custom List.
22 19 4. Click Create. This creates your Custom List and adds it to List of Apps available on Site Contents page. 5. Click on Project List to open your newly Created Custom List.
23 20 Create a Custom Document Library Creating a Document Library is similar to Creating a list. To Create a Custom Document Library from a Document Library App, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of your site and select Add an app. Alternately, you can navigate to Site Contents page and select add an app. 2. In the Site Contents Page, under Noteworthy select Document Library app. You can also click on App Details link below Document Library app to view its description. 3. When you select Document Library, a popup window for Library name appears. Enter an appropriate name for your Document Library.
24 21 4. Click Create. This creates your Document Library and adds it to List of Apps available on Site Contents page. 5. Click on Document Repository to open your newly Created Library.
25 22 Tip Although, adding apps is the preferred way to Create lists and libraries in SharePoint 2013, you can still use Create.aspx page for creating Lists and Libraries the old way by simply opening the URL https://siteurl/_layouts/15/create.aspx in your browser and selecting the appropriate template. Create a Task List Creating a Task List is similar to creating a Custom list, but you need to select Tasks app instead of Custom List app for Creating a new Task List. To Create a Custom Task List from a Tasks app, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of your site and select Add an app. Alternately, you can navigate to Site Contents page and select add an app. 2. In the Site Contents Page, find and select Tasks app. You can also click on App Details link below Tasks app to view its description. 3. When you select Tasks app, a popup window for Task list name appears. Enter an appropriate name for your new Task List and Click Create.
26 23 4. This creates your new Tasks List and adds it to List of Apps available on Site Contents page. 5. Next Click on your Task list to open it. Notice the new features as highlighted in the screen below -
27 24 TimeLine To represent tasks in a Typical Task list, a default TimeLine WebPart gets added. TimeLine WebPart Similar to Microsoft Project Server, Timeline web part in SharePoint 2013 provides an overview of the tasks that are added to a task list on a SharePoint site. Every Task list by default displays a Timeline webpart, but you can also add it to one or more SharePoint pages on your site. With Timeline webpart, users have ability to Add, Remove, display, Indent, outdent, move, and delete tasks and subtasks. In addition to task management users can also change the font face, size, format, and color for the text used on the timeline. A Typical Task list Timeline is shown in Figure below.
28 25 The Timeline above displays three tasks and a subtask that is added to the corresponding Task list below. These tasks are first created in the Task list and then added to the Timeline. See more about Task and Timeline in section at page no. The Timeline webpart when selected displays a new tab TIMELINE in the Ribbon from where users can choose Font & Color scheme for the tasks, Display Formats like Date and Time format, Task dates etc. for the tasks, Display Options (Bar or Callout) for tasks and can set the Width of the Timeline. See the various options available for task in Timeline in the figure below. Add task to Timeline Any Task can be added to Timeline after it s been added to the Task list. When you create a new task and it s available in the Task list, Click on (call up menu) to open task preview window. Here you can select ADD TO TIMELINE to add the task to the above timeline. You can remove it same way with Remove from timeline.
29 26 Create SubTask and Add to Timeline Adding a new Task to a Task list is simple, just select the new Task link and add the entries in the form. Adding a new SUBTASK to an existing task is however a little different. To create a new subtask select CREATE SUBTASK action in a Task s CallOut or Preview pane (as shown in figure above). The current task list view is then set to edit mode. When the list is in edit mode, you can simply create a subtask by adding a new row below the original task and intending it. Click on new row to save the changes. This is how it looks when you create a subtask. Click on All Task view to go back to the Original view. Below is how it looks like in your Task Timeline.
30 27 Delete Task from Timeline Deleting a Task from Timeline is simple, use Remove from timeline option in tasks (call up menu). Delete Task from Task List Finally, if you wish to delete a task from the Task list altogether, you can select Delete Item option from task s ECB menu. To Open ECB menu click on the call up menu first and then in CallOut, again select the menu.
31 28 Create a Discussion Board Discussion Boards got a huge makeover in SharePoint Besides a new UI, there are few new Views (Flat, Management, and Threaded) introduced, along with an advanced functionality of Replying, Editing and setting Alerts on an individual Discussion. Before we look at these features in more detail, let s look at how to create a new discussion board in SharePoint Create a new Discussion Click on a discussion board to open it. Next click on the new discussion button to create a new discussion. Add discussion title and description for the new discussion board. Click Save to Create it.
32 29 Once the new discussion is created you can see it listed in the main Discussion board. Reply to a Discussion For a new discussion, you can Reply, Edit and select Alert me, Mark as featured and delete using the ECB\call up menu. To reply to a discussion simply click on the Reply link or you can reply using the text field available at the bottom of the discussion. Reply to a Discussion Each discussion can be seen with many different Out-of-Box Views. The views available are Flat Management Threaded
33 30 Flat View Flat is the default View that you see in above screens. Management View Management is the view for Admins to see the Reply statistics for this discussion. Threaded View This displays the discussion in the form of old Discussion view (of SharePoint 2010). Tip You can add two kinds of discussions in SharePoint Using Discussion Board List. Using Discussions in Community Sites.
34 31 Chapter 3 Custom Pages IN THIS CHAPTER: Create a WebPart Page. Error Pages. Add a Page Option. Changing the default page layout. Set a Welcome Page. In SharePoint 2013, custom pages can be added using various out-of-box Page Layouts like WebPart page, Article page, Welcome Page, Error Page etc. Each Page Layout has its own purpose. A webpart Page layout for example is used for adding webparts to a custom page, and an error page layout is generally used create a Customized 404 Error page for the current site. In this Chapter we will look at the detailed steps of Creating Custom Pages and setting a custom Page as Welcome Page for the current site.
35 32 Create a WebPart Page WebPart Page is one of the popular layouts used for adding Custom WebParts on a SharePoint 2013 site page. To create a webpart page using WebPart Page Layout, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of your site and then select Site Contents Page. 2. Then select Site Pages or simply pages library on Site Contents Page. 3. Click on Files tab in the Ribbon and then select New document -> Web Part Page. 4. Use the WebPart Page Layout to create your Custom Page.
36 33 Error Pages SharePoint 2013 now supports 404 PageNotfound error pages that are added in Pages library of a publishing sites by default. These error pages are created using the new Error Content Type. PageNotFoundError.aspx Page By default, all publishing sites contain a default 404 Error page PageNotFoundError.aspx which is added to the Pages library (See below). This page can be modified or replaced to add custom text of your own. Error Page Content Type To allow users to Create a new 404 Error page, Publishing Sites now contain a new Content Type called Error Page. This Content type Inherits from Page Content type and has a typical layout of a Page Not found or 404 pages. To find this Content type Navigate to Site Settings -> Content Types -> Error Page.
37 34 Set Custom Error Page as Default You can either edit the default PageNotFoundError.aspx in pages library or replace the default one with your own Custom Page. Though there are various options to change the default 404 Page Not Found page in SharePoint 2013, but one of the easiest and quickest ways is to set vti_filenotfoundpage in Site Options using SharePoint Designer Set vti_filenotfoundpage in SharePoint Designer 2013 With the new Site Options in SharePoint Designer 2013, you can set the vti_filenotfoundpage property of your SharePoint 2013 site to a Custom Error Page that you might have created. Simply open your Site in Designer and Under Site Options -> Parameters (tab) modify vti_filenotfoundpage property to add a relative URL to your Custom error Page. See the Screen below -
38 35 Add a Page Option The quickest way to add a Page in SharePoint 2013 site is by using the new Add a Page option in Site Settings menu. For a typical Team site, when you select Add a Page option, a popup to create a new page using Article Page Layout gets displayed. You can use this popup to add a custom page in your SharePoint 2013 site in two steps.
39 36 Changing the Default page Layout To change the default page layout for Add a Page option or for your entire SharePoint 2013 Publishing site, you can use the Page layouts and site templates feature in Site Settings and set the desired layout in New Page Default Settings. To set a default page layout in SharePoint 2013, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Settings. 2. In the Site Settings page, under Look and Feel Select Page layouts and site templates. Make sure you have Publishing feature enabled to see this option.
40 37 3. In Page layouts and site templates page, in New Page Default Settings section, select the page Layout that you need to set as default in Select the default page layout: list.
41 38 Set a Welcome Page There are two main options to set a Custom Page as Welcome Page in your SharePoint 2013 Team site. Using Make HomePage Button For a typical SharePoint Team site, you can set a Custom Page as Welcome Page by opening the Page and selecting the Page tab -> Make HomePage button. Using SharePoint Designer 2013 Another option to set a Custom Page as Home Page is by using SharePoint Designer If you have opened or created a Page in SharePoint Designer, you can simply right click on the page and select Set as Home Page.
42 39 Set Welcome Page for Publishing Sites If you are using a Publishing site (or site with publishing feature enabled), you can use the old Welcome Page link on the Site settings page to set the URL of your custom page as Welcome Page for your SharePoint 2013 site.
43 40 Chapter 4 IN THIS CHAPTER: Users, Groups & Permissions Create Groups. Add Users. Create new Permission level. Edit Permission level for default Members group. Set unique Permissions for a SharePoint List\Library. Adding users, groups and new permission levels in a SharePoint site is an essential administration task. When a SharePoint 2013 site is created, few Groups are created by default - Owners, Visitors, and Members; for more precise control of user access to sites, site collections, and site content, you can add Custom User Groups configure custom permission levels and set unique Permissions for a SharePoint 2013 site. In this Chapter we look at the steps of Creating new Groups, adding new users and creating custom permission levels for a SharePoint 2013 site.
44 41 Create Groups When a SharePoint 2013 Team site is created, few new groups gets created by default. The Owners group, Members group and Visitors group among them are the main. These groups are ready to use with Full Control, Edit and Read permissions respectively assigned to them. To create a new group however, administrators have to use the old People and Group option in SharePoint 2013 site s site settings. To create a new SharePoint 2013 Group, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Settings. 2. In Site Settings Page, under Users and Permissions select People and Group.
45 42 In People and Groups, notice the default groups on the right. 3. Under the list of default groups, click more. 4. When you see the list of groups, in the New tab select New Group. 5. In the Create Group screen enter the group name, group owner and Group Permissions.
46 43 6. Click on Create to save your new group.
47 44 Add Users Once the groups have been created, the next main task is to add users to the groups. Adding users is similar to adding Groups in SharePoint To add new users to a SharePoint 2013 Group, follow these steps: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Settings. 2. In Site Settings Page, under Users and Permissions select People and Group. 3. Next, select the group that you need to add users into. Click on the group name. 4. In the group select New and then Add users & Add Users to this Group
48 45 5. Next, in Share this Site Popup add the address or Active directory Id for a user that you wish to add to this group. Notice that the People picker shows few possible matches as you type. This is a functionality powered by new Search component in SharePoint Once you enter the you can add an Optional message for the users and send them an notification by checking the box under SHOW OPTIONS.
49 46 Create new Permission Level At some point, SharePoint 2013 site administrators would need to create a new Permission level or edit existing ones to customize the level of access that a user should have on the site. SharePoint 2013 by default includes seven default permission levels and 33 permissions which are used in these default permission levels. You can only customize the permissions contained within five of these permission levels as permissions within the Limited Access and Full Control are non-customizable. Permissions broadly are categorized as list permissions, site permissions, and personal permissions, depending on the objects to which they can be applied. For example, site permissions apply to a particular site, list permissions apply only to lists and libraries and so on. Adding a new Permission level is fairly easy in SharePoint You can use Site Permissions feature in Site Settings to edit or add a new Permission level. To add a new Permission level in SharePoint 2013 follow the Steps below: 1. Click on Site Settings Wheel in the upper right corner of your site and select Site Settings. 2. In Site Settings Page, under Users and Permissions select Site permissions.
50 47 3. Next, on User Permissions page select Permission Levels button in the Ribbon. 4. When the page with a list of all Permissions opens, select Add a Permission Level link towards top.
51 48 5. Next, in Add a Permission level Page enter Name and Description of the new permission level. Select the desired List Permissions in new Permission level. In our case above, we selected Add Items, Edit Items, View Items, Open Items and View Versions permissions so the Project coordinators can add\edit\view Items (or documents) but cannot delete it. Similarly, you can include other Site and Personal Permissions to assign it to your custom permission level. See the screen below.
52 49 Finally, click on Create to save your custom permission level. Tip Permission levels are defined at the site collection level and are inherited from the parent object by default.
53 50 Edit Permission level for default Members group Unlike earlier versions of SharePoint, the default Members group In SharePoint 2013 has a new Permission level called Edit. By definition, With Edit Permission level, users Can add, edit and delete lists; can view, add, update and delete list items and documents. So if you add a new user in default Members group, with Edit Permission level, In addition to the Typical Contribute Permissions, users now have ability to add, edit and delete lists in your SharePoint 2013 Site. The Screen below shows the difference between Contribute & Edit Permission levels. It is important to Change the Permission level for Default Members group to Contribute if you do not want your users to navigate to the List settings and delete it. Please note that this is a governance decision. You may or may not want to change the Permission level for default Members group of your site. If you want to edit the Permission level for default Member s group follow the Steps below: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Settings.
54 51 2. In Site Settings Page, under Users and Permissions select Site permissions. 3. Next, on Site Permissions page select the default Members group for which you need to Change the Permissions and then select Edit User Permissions in the Ribbon.
55 52 4. In Edit Permissions page, uncheck Edit permission level and select Contribute. 5. Click Ok once done. 6. Finally, verify that the default Member s group now has Contribute permission level assigned to it.
56 53 Set unique Permissions for a SharePoint 2013 List\Library It s a common requirement to break permission inheritance or set unique permissions for a List or Library in SharePoint. If you want to edit the Permissions for a Document s Library, follow the Steps below: 1. Click on Site Settings Wheel in the upper right corner of your site and select Site Contents. 2. In the Site Contents Page, select the document library you want to edit the permissions for. 3. In the Document Library Page, under Library tab in ribbon, select Shared With.
57 54 4. In the Share popup, under Shared With on left, select ADVANCED. 5. On Permissions page, click on Stop Inheriting Permissions. 6. Click Ok on the following Change Permissions Popup.
58 55 7. The Library now has custom Permissions that you can edit by selecting a user and then Edit User Permission ribbon button.
59 Chapter 5 IN THIS CHAPTER: Web Content Management Drag and Drop multiple documents. Move multiple documents from one library to another. Digital Assert Content Types. Asserts Library and new Video Content Type. IFrames in SharePoint How to add a YouTube Video in SharePoint 2013 site. There are various Improvements in SharePoint 2013 to simplify Web Content Management. From the famous Drag-and-Drop feature for uploading Multiple documents, to the support of Digital content Types (Audio, Video, Images); SharePoint 2013 has a lot to offer for Content Authors and end users. In this Chapter we will look at some of these new Features and how to implement them in your SharePoint 2013 for facilitating end users and Content Authors.
60 Drag and Drop Multiple documents Microsoft has added a new Drag and Drop feature to highly popular document libraries in SharePoint On any document library, you can now Drag and Drop documents and SharePoint will upload them with a quick progress bar. Simply select multiple document from local and drag it onto the document library. The library List View will change to Drop here like below. You can see the Upload documents Status bar next to the Document Libraries title. The message turn to Upload Complete once the upload of documents Completes. Tip You cannot Drag and Drop Folders, Document Sets and Items in SharePoint 2013.
61 1 Move multiple documents from one library to another With the introduction of Drag and Drop feature, a lot new functionalities have been added in SharePoint For example, in addition to dragging and dropping documents in a document library, you can also drag and drop them into a Folder in the same library or into another library that exist in your SharePoint site. To move one or more documents from one library to another, you need to simply drag and drop the selected documents (from a source library) onto a destination Library listed in Quick launch Navigation of your SharePoint site. For better understanding, let s take two document libraries - - Documents Library as Source Library and - Archive Library as Destination Library Now if want to move one or more documents from Source Library to Destination Library, you need to select the documents in Source Library first and then Drag and Drop them onto the Archive or Destination Library in the quick launch Navigation (on left) as shown in the Image below. Notice the Icon in the document library turns to Move. Once you leave the documents onto the library they are added or moved to the targeted Library i.e. Archive in our case.
62 2 Digital Assert Content Types In SharePoint 2013, Microsoft has introduced a new set of Content Types called Digital Asset Content Types that allows better use of Audio, Video and Images as Web Content in the site. These Digital Asset Content Types can be added to any library and can be used as a one of the items\files. To view all Digital Asset Content Types available in your SharePoint 2013 site, Navigate to Site Settings -> Site Content Types and look for Digital Asset Content Types. Once added, these Content types in a documents library, can be added from New Document button itself.
63 3 Asserts Library and new Video Content Type In SharePoint 2013, Assert Library got a makeover to accommodate the newly added Digital Assert Content Types. In the new Asserts Library, there are various default Views like Thumbnails and various new functionalities added like Capturing a Thumbnail while playing a Video etc. To create an Assert Library, follow the Steps below: 1. Click on Site Settings Wheel in the upper right corner of your site and select Site Contents. 2. In the Site Contents Page, select Asserts Library and give it a name. We call it Video Library. 3. Once created, click on the new library.
64 4 Upload Videos to Asserts library 4. Once the Asserts Library is created, click on new Item to Upload Video in this library. 5. To Upload a Video, we download a sample Microsoft Video and uploaded it into this library. 5. Once the video is uploaded, you will be taken to Video item s edit properties page. Notice the option Change thumbnail in the Image library. This option is to upload a Video thumbnail either from Video itself or from your Computer system.
65 5 6. You can also choose Change Thumbnail to change thumbnail with the options as seen in the below screen. 7. Let s look at how to capture a Thumbnail from a video. To capture a Thumbnail, Play the video and click on the Capture Thumbnail on the top of the video.
66 6 8. In addition to Thumbnail, there are other Properties for a Video that you can set. 9. Once you save the Video, it will be uploaded to Site Asserts library and can be seen in Thumbnails view like below.
67 7 IFrames in SharePoint 2013 In SharePoint 2013, support for IFrames has been added as a part of Web Content Management (WCM) Enhancements. With IFrames, admins can now embed dynamic content (such as videos or maps) from other sites on any SharePoint page by adding it into an HTML field (like the one of Content editor webpart or in a blog post Body field). Any external domains that will be inserted in an Iframe should be added as Approved domains in HTML Field Security first. HTML Field Security is a new feature that you would find in Site Settings (of a Site collection) under Site Collection Administration section. By default, certain trusted external domains are already approved for use in iframes. Site collection administrators however can customize the field security settings by changing the default trusted external domains and adding\removing the desired domains to be displayed in Iframes. To configure a new Domain (for example Youttube.com in HTML Field Security), follow the Steps below: 1. Click on Site Settings Wheel in the upper right corner of you site and select Site Settings. 2. In the Site Settings page, under Site Collection Administration section select HTML Field Security.
68 8 3. Next in HTML Field Security, you can add the domain that you will use in an Iframe on your SharePoint site. In our case we added Youtube.com as a new permissive domain in our list.
69 9 How to add a YouTube Video in SharePoint 2013 site Once we have our domain Youtube.com all setup in HTML Field Security, next we will look at the steps to embed a YouTube Video in SharePoint 2013 site page. 1. Navigate to your YouTube video and click on Share and then Embed. Copy the highlighted text. 2. Next, in your SharePoint 2013 site, add a Content editor webpart on a page and then click on Edit Source in Format Text tab in Ribbon.
70 10 3. Add the following in the Source <iframe width= 420 height= 315 src= frameborder= 0 allowfullscreen></iframe> Once done, click ok. The Resulting Video should display in your SharePoint 2013 site s page.
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Google Sites: Creating, editing, and sharing a site Google Sites is an application that makes building a website for your organization as easy as editing a document. With Google Sites, teams can quickly
SharePoint How To s / Team Sites of 6 SharePoint Server 007 Team Sites are Web sites created from a template and designed for team collaboration. They are hosted on the corporate network. Team Sites are
[Grab your reader s attention with a great quote from the document or use this space to emphasize a key point. To place this text box anywhere on the page, just drag it.] Class site Create an online space
UOFL SHAREPOINT ADMINISTRATORS GUIDE WOW What Power! Learn how to administer a SharePoint site. [Type text] SharePoint Administrator Training Table of Contents Basics... 3 Definitions... 3 The Ribbon...
SharePoint SITE OWNER TRAINING Contents Customizing Your Site... 3 Editing Links... 4 Give the site a new look... 5 Changing Title, Description, or Logo... 6 Find Available Settings... 6 Adding Apps to
Ingeniux 8 CMS Web Management System ICIT Technology Training and Advancement (firstname.lastname@example.org) Updated on 10/17/2014 Table of Contents About... 4 Who Can Use It... 4 Log into Ingeniux... 4 Using Ingeniux
Chapter 1 Getting to Know Your Team Site In This Chapter Requesting a new team site and opening it in the browser Participating in a team site Changing your team site s home page One of the fundamental
State of Illinois Web Content Management (WCM) Guide For SharePoint 2010 Content Editors 11/6/2014 State of Illinois Bill Seagle Table of Contents Logging into your site... 2 General Site Structure and
SharePoint How To s / My Sites of 6 About SharePoint Server 007 My Sites Use your My Site to store files and collaborate with your co-workers online. My Sites have public and private pages. Use your public
Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application
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Creating a Website with Google Sites This document provides instructions for creating and publishing a website with Google Sites. At no charge, Google Sites allows you to create a website for various uses,
USING SHAREPOINT E-Services and Communications, Information Services, Aberystwyth University CONTENTS This document shows you how to: Access SharePoint Use your personal My Site area to try out features
Intro to Web Development For this assignment you will be using the KompoZer program because it free to use, and we wanted to keep the costs of this course down. You may be familiar with other webpage editing
RAMP for SharePoint Online Guide A task-oriented help guide to RAMP for SharePoint Online Last updated: September 23, 2013 Overview The RAMP SharePoint video library lives natively inside of SharePoint.
Appspace 5.X Reference Guide (Digital Signage) Updated on February 9, 2015 1 TABLE OF CONTENTS 2 What is Appspace For Digital Signage... 4 3 Access Appspace... 4 4 Best Practices and Notes... 4 5 Appspace
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About Office 2007 Tasks Microsoft Office 2007 Tasks, similar to a to-do list, makes it easy to use Outlook to organize your time and your work. You can use Tasks to schedule work items and make sure they
416 Agriculture Hall Michigan State University 517-355- 3776 http://support.anr.msu.edu email@example.com Title: SharePoint Advanced Training Document No. - 106 Revision Date - 10/2013 Revision No. -
Creating a Website with Google Sites This document provides instructions for creating and publishing a website with Google Sites. At no charge, Google Sites allows you to create a website for various uses,
Using SharePoint to Create Web Pages Signing In 1. Open Internet Explorer 2. Type in the school URL: https://www.fsd1.org/schools/schoolname or teacher sub-site URL https://www.fsd1.org/schools/schoolname/yourusername
Get started Sharing your pictures is a great way to keep in touch with friends and family. Now, you can connect and communicate with everyone, all in one place, by creating a Shutterfly Share site secure,
Michelle Metzger TLG Learning 14 years in the Training & Consulting Industry Microsoft Certified Trainer Certified SQL Administrator Certified SharePoint Administrator Introduction to SharePoint 2013 New
SharePoint Online Quick Reference www.messageops.com What is SharePoint? Microsoft SharePoint is a collaboration tool utilized by enterprises and small-medium businesses as a means for productivity solutions.
Social Media in Signatures www.exclaimer.com Interactive Links Here we ll show you how to approximate the same social media approval interactivity like a Facebook Share button or Twitter Follow, for example
Microsoft SharePoint Microsoft SharePoint 2010 Foundation is a software product used for sharing information, and finding and collaborating on information at a specific place or site. SharePoint can be
User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents 1. Introduction...3 2. Form Building Basics...4 I. About Form Templates...4 II. About Form Instances...4 3. Key Information...4 4. Accessing
Creating Personal Web Sites Using SharePoint Designer 2007 Faculty Workshop May 12 th & 13 th, 2009 Overview Create Pictures Home Page: INDEX.htm Other Pages Links from Home Page to Other Pages Prepare
Reference Guide Pogoplug Team Reference Guide Table of Contents Table of Contents 1. What s Included 2. Getting Started 3. Customizing the Pogoplug Interface a. Custom UI b. Custom Domain Name c. Custom
Communicate Integrate with Office SharePoint Collaborate Manage Documents The Office of Information Technology Presents What s The Point of SharePoint? SP 2010 Trainers: Bruce Delaney & Dessa Beswick &
Instructional Guide Class Goals: 1. Understanding & Navigating the SP Team Site Structure 2. Using SP to create & maintain a collaborative site for your team: Planning & Design, Lists, Libraries, Web Parts
SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 AGENDA WHAT IS SHAREPOINT? SHAREPOINT 2013 KEY FEATURES Data Connectivity Business Connectivity Services Import Data without Code User driven solutions
Create your own teacher or class website using Google Sites To create a site in Google Sites, you must first login to your school Google Apps account. 1. In the top-right corner of any apps, you can click
Google Sites Getting Started 1. Log into your gmail account 2. Click on Sites 3. Click on Create 4. Choose a Template if you want (these will have preset elements and page settings which you can then adapt
User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form
10 IT Academy Lesson Plan Microsoft Sharepoint Turn potential into success Microsoft Office SharePoint 2010: Lesson Plans Introduction Preparing to teach courses on Microsoft SharePoint 2010 for the first
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Training Manual SharePoint Basic Concepts SharePoint 2013 GTA Platform Prepared By: GeorgiaGov Interactive Support: For further assistance, fill out a Support Request at http://portal.georgia.gov Revised
Creating an eportfolio Using Google Sites What is an eportfolio? A collection of digital files (artifacts) that are shared electronically for the purpose of reflection, comment and evaluation. It s quite
Outlook 2010 Desk Reference Guide Version 1.0 Developed by OR/WA IRM Please remember to print back-to-back. July 12, 2011 Microsoft Outlook 2010 This document has been developed by OR/WA IRM staff to provide
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2004 IAAP International Convention and Education Forum Session: When E-mail Loses Its Charm Date: Tuesday, August 3, 2004, 1:00-3:00 pm Leaders: Annette Marquis and Gini Courter Windows SharePoint Services
About Microsoft Office 2007 Tasks Organizing your time and work with Microsoft Office Outlook is easy when you utilize Office 2007 Tasks. Similar to digital to-do lists, Office 2007 Tasks enables you to
Building a Personal Website (Adapted from the Building a Town Website Student Guide 2003 Macromedia, Inc.) In this project, you will learn the web publishing skills you need to: Plan a website Define a
Utilizing SASED OneDrive Cloud Storage Technology Department 5/29/15 The purpose of this document is to provide guidance on how to transfer and access SASED documents and folders on your SASED provided
1 Create Emails using imodules imodules is an application currently used in a number of areas: alumni online directory, email marketing, event registration, and online fundraising campaigns. It is web-based,
Create an HTML Form SharePoint HTML forms are based on Lists. Lists are like mini-databases inside of SharePoint that define the form s fields and stores the data submitted from the form. Before you can
SQL Server Integration Services (SSIS) is a set of tools that let you transfer data to and from SQL Server 2005. In this lab, you ll work with the SQL Server Business Intelligence Development Studio to
SharePoint How To s / Web Parts of 6 Web Parts are content containers used to display information on your site. Use Web Parts to arrange text, related links, calendars, images, Document Libraries, other
WELCOME VIDEO EMPLOYEE HANDBOOK TRAINING Onboard new employees 1 A one stop shop for new hires SharePoint can help new employees hit the ground running on day one. Give new employees easy access to onboarding
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Publisher Content, Lesson Creation, SmartBoard & Collaboration Log In URL: https://lv.bcsd.com Log in to Learning Village, using your district email log in information. Exploring the Dashboard: Top-level
This video shows how to create a new SharePoint 1:40 Site Administration Creating a Sharepoint Site 2013 subsite. Creating a Document library This video shows how to create a documents library 1:07 Libraries
Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled
Ellucian Portal: SharePoint Basics Participant Guide Microsoft SharePoint 2013 January 2014 Banner, Colleague, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the
How do I download the Lync Client Tool for Mac? The Lync Client allows you to use your computer as a telephone as well as enabling the unified communication features. Part 1: Installing the Lync Client
2013 SPHOL326: Designing a SharePoint 2013 Site Hands-On Lab Lab Manual This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references,
Alfresco Online Collaboration Tool USER MANUAL BECOMING FAMILIAR WITH THE USER INTERFACE... 4 MY DASHBOARD... 4 MY PROFILE... 6 VIEWING YOUR FULL PROFILE... 6 EDITING YOUR PROFILE... 7 CHANGING YOUR PASSWORD...
NDSU Technology Learning & Media Center QBB 150C 231-5130 www.ndsu.edu/its/tlmc Introduction to Google Sites Get Help at the TLMC 1. Get help with class projects on a walk-in basis; student learning assistants
Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with
Microsoft SharePoint 2010 End User Quick Reference Card Microsoft SharePoint 2010 brings together the people, documents, information, and ideas of the University into a customizable workspace where everyone
Tips & Tricks / SharePoint Page 1 of 2 Microsoft SharePoint Products & Technologies SharePoint Products and Technologies provide you enterprise-scale capabilities to meet businesscritical needs such as
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How do I Use Course Files? Course Files is a centrally located repository on the Blackboard server for organizing and storing content. You can move a large amount of content from a local drive to Course
Algoma District School Board Microsoft Office 365 Guide Table of Contents Accessing Your Office 365 Account... 3 Outlook - Your Office 365 Email Account... 4 Calendar - Your Office 365 Events Calendar...
W i n d o w s S h a r e P o i n t S e r v i c e s 3. 0 : Basic SharePoint Student Manual May, 2010 Windows SharePoint Services 3.0: SharePoint for Users President & Chief Executive Officer: Vice President,