All you need to know about SharePoint Online and SharePoint Server SharePoint is an enterprise portal server living under the Microsoft Office umbrella. It can be used as a local installation (on-premises) or an online service. The SharePoint Online service comes bundled with Office 365. You can use SharePoint to aggregate sites, information, data, and applications into a single portal. SharePoint 2019 contains highly integrated features that allow you to work with it directly from other Office products such as Teams, Word, Excel, PowerPoint, and many others. SharePoint For Dummies provides a thorough update on how to make the most of all the new SharePoint and Office features—while still building on the great and well-reviewed content in the prior editions. The book shows those new to SharePoint or new to SharePoint 2019 how to get up and running so that you and your team can become productive with this powerful tool. Find high-level, need-to-know information for “techsumers”, administrators, and adminsLearn how SharePoint Online can get you started in minutes without the hassle and frustration of building out your own serversFind everything you need to know about the latest release of SharePoint Online and SharePoint Server Get your hands on the best guide on the market for SharePoint!
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Introduction 1 About This Book 2 Foolish Assumptions 2 Icons Used in This Book 3 Beyond the Book 4 Where to Go from Here 4 Part 1: Getting Started with SharePoint 5 Chapter 1: Getting to Know SharePoint 7 Up and Running with SharePoint in Three Minutes Flat 8 Wrapping Your Head around SharePoint 12 No, really, what is SharePoint? 12 A Microsoft product 14 Many different SharePoint definitions 14 More than a website 16 Taking a Peek at a SharePoint Site 17 Getting Familiar with SharePoint Terminology 20 Branding 20 Business intelligence (BI) 20 eDiscovery 21 Identity management 21 Mobile 22 Records management and compliance 22 Search 23 Social 23 Web content management 23 Workflow 24 Chapter 2: Introducing SharePoint in Office 365 25 Accessing and Using SharePoint 26 Getting Familiar with SharePoint Online 26 Determining What Version of SharePoint You are Using 28 Understanding Why SharePoint Online Has Become So Popular 28 Differences between SharePoint Online and SharePoint On-Premises 29 Exploring the Benefits of SharePoint Online 31 Data center and hardware 31 Software platform 32 Backup, redundancy, and security 33 Chapter 3: Wrangling SharePoint Functionality 35 Coming to Terms with Website Templates 35 Show Me the Apps 37 Working with Web Pages 38 Site page 39 Wiki page 39 Web Part page 40 Publishing page 40 Understanding Web Parts 40 Digging into SharePoint Features 41 Integrating with Office 2019 42 Part 2: Diving Headfirst into SharePoint 43 Chapter 4: Discovering SharePoint in Your Pocket 45 Installing the SharePoint Mobile App 45 Installing on iOS 46 Installing on Android 46 Signing into the SharePoint Mobile App 47 Finding Your SharePoint Stuff with the Find Tab 49 Exploring a SharePoint site 50 Opening navigation 51 Getting the Latest News with the News Tab 52 All About You with the Me Tab 53 Chapter 5: Understanding SharePoint Sites and Hub Sites 55 Accessing SharePoint Sites in Office 365 55 Exploring the SharePoint Team Site 57 Finding your way around 58 Uploading documents 59 Sharing your team site 59 Creating a SharePoint Site 63 Create a site from your web browser 63 Create a site from the SharePoint Mobile App 66 Requesting a SharePoint Site 67 Grouping Sites with Hub Sites 68 Chapter 6: Working with Web Pages and Web Parts 71 Understanding SharePoint Web Pages 72 Creating a Site page 72 Creating a Web Part page 72 Creating a Wiki page 75 Introducing the Ribbon 76 Deciding What Type of Page to Create 77 Digging into Web Parts 77 Adding a Web Part to Your Page 78 Choosing the Right Web Part 81 Changing Web Part Properties 84 Reviewing Web Part properties 84 Editing Web Part properties 85 Minimizing or deleting Web Parts 86 Connecting Web Parts 87 Managing Pages 89 Categorizing Your Wiki Pages 89 Taking a Sneak Peek into Custom Page Designs 91 Chapter 7: Adding Content to SharePoint 93 SharePoint as a Content Management System 93 Wrangling the Overwhelming Mountain of Digital Content 94 Getting Your Documents into SharePoint 95 Uploading a single document 96 Uploading multiple documents 97 Updating document properties using Quick Edit view 98 Creating New Content in SharePoint 99 Using the SharePoint Mobile App to Peek at Content on the Go 100 Chapter 8: Discovering SharePoint in Microsoft Teams 103 Using Teams in Office 365 103 Understanding the Marriage of SharePoint and Teams 105 Accessing SharePoint files in Teams 105 Using the Teams wiki and finding it in SharePoint 107 Adding SharePoint Pages and Lists to Teams 107 Chapter 9: Working with SharePoint from Microsoft Office 111 Getting Familiar with Office Versioning 111 Working with Office on Your Desktop or Laptop 112 Installing Microsoft Office 112 Saving a new document to SharePoint 114 Opening a document from SharePoint 116 Working with Office on Your Smartphone or Tablet 118 Saving a new document to SharePoint 118 Opening a document from SharePoint 119 Chapter 10: Getting Social 121 Sharing and Following SharePoint Sites 122 Setting up alerts 124 Managing alerts 127 Staying Up to Date with News 129 Information Sharing with Blogs and Wikis 130 Creating a blog site 130 Posting to a blog 131 Using wikis to collaborate and coauthor 131 Communicating with Discussion Boards 134 Creating a Discussion Board app 134 Posting and replying to a subject 134 Connecting with Others Using RSS Feeds 135 Viewing RSS feeds 136 Reading RSS feeds with Outlook 138 Using Comments in a SharePoint site 139 Part 3: Customizing SharePoint 141 Chapter 11: Customizing SharePoint with Apps 143 Introducing SharePoint Apps 144 Adding Apps to Your Site 144 Accessing App Settings 146 Configuring the General Settings 148 Changing the title, description, and navigation 149 Versioning settings 149 Advanced settings 152 Validation settings 156 Audience Targeting settings 157 Rating settings 157 Form settings 158 Developing a Custom App 158 Planning Your App 158 Creating Your App 159 Adding columns to your app 160 Working with the Title column 167 Importing a Spreadsheet as an App 169 Taking Your App to the Next Level: Calculated and Lookup Columns 171 Creating a calculated column 171 Using a lookup column 172 Keeping Track of Locations 173 Downloading Apps from the SharePoint Store 174 Chapter 12: Taking Control of Your Profile and Content 175 Organizing Your Personal Content with OneDrive 175 Saving stuff with OneDrive 177 Creating or uploading documents in your OneDrive 178 Expressing Yourself with Your Profile 179 Creating a holistic profile experience 180 Filling in your profile information 180 Tracking Your Favorite Sites 182 Reaching Out with a Blog 183 Chapter 13: Organizing and Viewing Content 187 Working with Documents 187 Using the ellipsis 188 Editing a document’s properties 190 Viewing documents in the browser 190 Sharing Your Documents 192 Recovering Deleted Documents 192 Uploading Documents into a Folder 194 Discovering SharePoint Views 197 Switching the view 197 Getting to know view formats 199 Creating a Standard View 200 Choosing columns for your view 202 Filtering apps with views 203 Grouping results 204 Quickly edit app data with Quick Edit 205 Choosing a display style 206 Managing App Data in a Datasheet View 207 Using Ad Hoc Views 208 Creating a Calendar View 209 Displaying Tasks in a Gantt View 209 Managing Existing Views 210 Modifying your views 210 Setting the default view 211 Other SharePoint built-in views 211 Displaying Views via Web Parts 212 Chapter 14: Creating Workflows with Microsoft Flow 213 Understanding Workflow 214 Introducing Microsoft Flow 214 Signing into Microsoft Flow 214 Getting familiar with Flow 215 Building your first flow 216 Using the Traditional SharePoint-Only Workflow 219 Getting Up to Speed on SharePoint Designer 220 Connecting to a SharePoint site 220 Creating a workflow 222 Rediscovering the Out-of-the-Box Approval Workflow 223 Chapter 15: Getting Answers with Microsoft Forms 225 Signing into Microsoft Forms 225 Creating a Form in Microsoft Forms 226 Analyzing Microsoft Forms Data 229 Displaying a Form in SharePoint 230 Capturing Forms Data in SharePoint 232 Part 4: Becoming a SharePoint Administrator 233 Chapter 16: Building Business Apps with PowerApps 235 Introducing PowerApps 235 Signing into PowerApps 236 Getting familiar with PowerApps 236 Building your first PowerApp 237 Sharing your PowerApp 241 Using PowerApps on your Mobile Device 241 Embedding a PowerApp within a SharePoint Page 242 Viewing SharePoint Sites in a Web Browser on a Mobile Device 243 Creating views for small screens 244 Targeting devices using channels 245 Chapter 17: Realizing You are a SharePoint Administrator 247 Changing Your Site’s Basic Information 248 Finding Site Settings 249 Digging into Site Settings 251 Look and Feel 251 Site Actions 254 Site Collection Administration 254 Web Designer Galleries 255 Site Administration 256 Search 257 Getting a High-Level View of SharePoint Features 259 Turning Features On and Off 260 Exploring Common Features 261 Extending SharePoint with Features 262 Changing the Look and Feel of Your Site 262 A note on fonts 264 A word on usability 265 The benefits of composed looks 266 Checking Out SharePoint Metrics 266 Chapter 18: Configuring Site Navigation 267 Changing Team Site Navigation 268 Staying local with Quick Launch 268 Adding quick links to a page 270 Taking on Advanced Navigation 273 Configuring SharePoint navigation 273 Configuring global navigation 274 Configuring current navigation 276 Configuring Static Navigation 277 Navigating with Web Parts 279 Understanding Managed Navigation 280 Chapter 19: Creating a Client or Partner Portal 281 Sharing a Site with External Guests 281 Inviting Guests Using Outlook Groups 285 Planning for Your Client or Guest Portal 286 Launching Your Portal 287 Creating a Public-Facing Website 288 GoDaddy 289 Wix 290 Working with an Existing SharePoint Online Public-Facing Website 291 Reviewing what you get with your site 291 Adding and editing web pages 292 Updating page properties 294 Changing the site’s look and feel 294 Using a vanity domain 294 Chapter 20: Securing SharePoint 297 Using SharePoint Groups 298 Adding users to a group 298 Understanding the permission structure 300 Securing a site collection 301 Securing Apps, Folders, Documents, and Items 302 Creating unique permissions for a subsite 303 Removing existing permissions 304 Creating unique permissions for an app or document 304 Managing permissions scenarios 306 Viewing a group’s permissions 307 Checking a user’s permissions 308 Granting Administrative Access 309 Viewing Site Permissions 311 Viewing Publishing Infrastructure Feature Site Permissions 314 Locking Down a Partner Portal 314 Permissions in SharePoint Online versus SharePoint On-Premises 315 Going Further with Custom Permissions 315 Part 5: Managing Enterprise Content 317 Chapter 21: Managing Content and the Content Lifecycle 319 Checking a Document In and Out 319 Configuring Content Approval 322 Turning on content approval 323 Identifying approvers 324 Casting an approving eye 325 Disapproving: Not just for stern parents 326 Getting alerts on approval/rejection status 326 Digging into a SharePoint Records Center 327 Defining the terms 327 Creating information management policies 328 Setting Up a Records Center 332 Using the Content Organizer 333 Managing Records in Place 335 Placing Records on Litigation Hold 336 Chapter 22: Finding What You Need with Search 339 Understanding How SharePoint Search Works 339 Searching for Content 340 Searching for a string using quotation marks 340 Wildcard searches 341 Including and excluding terms 342 Building compound search queries using Boolean operators 342 Getting fancy with the parentheses 343 Finding terms in proximity 344 Same meaning, different terms 344 Viewing and Refining Search Results 345 Making Search Your Users’ Best Friend 346 Removing Content from Search Results 351 Reviewing Search Analytics 352 Adding a Search Center Site 352 Chapter 23: Integrating with Power BI 355 Signing into Power BI 355 Installing the Power BI Desktop 356 Building Your First Power BI Report 358 Pulling Data into Power BI from SharePoint 360 SharePoint Library app 360 SharePoint List app 361 Displaying a Power BI Report on a SharePoint Page 362 Part 6: The Part of Tens 365 Chapter 24: Ten Hot SharePoint 2019 Topics 367 Getting Up to Speed with SharePoint 367 SharePoint Online Videos 368 SharePoint Online Official Documentation 368 SharePoint Development 368 SharePoint Workflow 368 Taking SharePoint for a Spin 369 Staying Current: The SharePoint Blog 369 New On-Premises Features in SharePoint 2019 370 Plan for SharePoint 370 SharePoint from the Leader 371 Chapter 25: Ten Ways to Maintain Control with Governance 373 Failure is Not an Option (Neither is Looking Away and Whistling) 373 Getting Executive Buy-In and Support 374 Building an Effective Governance Group 374 Finding the Right Level 375 Yours, Mine, Ours: Deciding Who Owns What 375 (Re)Visiting Social Networking Policies 376 Design and Branding 376 Content Management 377 Reusing Web Parts 377 Keeping Things Current: Web Operations Management 377 Chapter 26: Ten Ways to Become a SharePoint Server Guru 379 Getting Information from the Horse’s Mouth 380 Reading SharePoint Blogs 381 Finding Local User Groups 382 Building a Virtual Lab 382 Starting with a Good Foundation 383 Borrowing from Others 383 Getting Certified 384 Taking a Peek under the Covers 384 Digging Deeper under the Covers 384 Deconstructing a SharePoint Site 385 Index 387
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Set up and manage your SharePoint site effectivelyLeverage the cloud-based online tools and featuresOptimize and customize business processes Streamline with SharePoint and get productive! With SharePoint, you can aggregate sites, information, data, and applications into a single portal, and you can get started in minutes. But check out this book first, so you don't miss a thing SharePoint has to offer! Whether your job is to implement SharePoint or design and maintain a section within a SharePoint site, this guide will give you the information you need. It covers getting a site up and running, the latest SharePoint upgrades, vital information for SharePoint administrators, site management tips, and much more. Inside... Creating sites and hub sitesWorking with lists, libraries, and Web PartsUsing SharePoint with TeamsCustomizing SharePointUsing the SharePoint Mobile AppIntegrating with Office 365Managing enterprise content
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Introduction 1 Part 1: Getting Started with SharePoint 5 Chapter 1: Getting to Know SharePoint 7 Chapter 2: Introducing SharePoint in Office 365 25 Chapter 3: Wrangling SharePoint Functionality 35 Part 2: Diving Headfirst into SharePoint 43 Chapter 4: Discovering SharePoint in Your Pocket 45 Chapter 5: Understanding SharePoint Sites and Hub Sites 55 Chapter 6: Working with Web Pages and Web Parts 71 Chapter 7: Adding Content to SharePoint 93 Chapter 8: Discovering SharePoint in Microsoft Teams 103 Chapter 9: Working with SharePoint from Microsoft Office 111 Chapter 10: Getting Social 121 Part 3: Customizing SharePoint 141 Chapter 11: Customizing SharePoint with Apps 143 Chapter 12: Taking Control of Your Profile and Content 175 Chapter 13: Organizing and Viewing Content 187 Chapter 14: Creating Workflows with Microsoft Flow 213 Chapter 15: Getting Answers with Microsoft Forms 225 Part 4: Becoming a SharePoint Administrator 233 Chapter 16: Building Business Apps with PowerApps 235 Chapter 17: Realizing You are a SharePoint Administrator 247 Chapter 18: Configuring Site Navigation 267 Chapter 19: Creating a Client or Partner Portal 281 Chapter 20: Securing SharePoint 297 Part 5: Managing Enterprise Content 317 Chapter 21: Managing Content and the Content Lifecycle 319 Chapter 22: Finding What You Need with Search 339 Chapter 23: Integrating with Power BI 355 Part 6: The Part of Tens 365 Chapter 24: Ten Hot SharePoint 2019 Topics 367 Chapter 25: Ten Ways to Maintain Control with Governance 373 Chapter 26: Ten Ways to Become a SharePoint Server Guru 379 Index 387
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Produktdetaljer

ISBN
9781119550655
Publisert
2019-06-11
Utgiver
Vendor
John Wiley & Sons Inc
Vekt
550 gr
Høyde
234 mm
Bredde
192 mm
Dybde
22 mm
Aldersnivå
P, 06
Språk
Product language
Engelsk
Format
Product format
Heftet
Antall sider
416

Biographical note

Rosemarie Withee is President of Portal Integrators and Founder of Scrum Now with offices in Seattle, WA. Ken Withee currently works for Microsoft and is part of the Microsoft 365 team. Before joining Microsoft he was a longtime SharePoint consultant and the author of several books on Microsoft products.