Basic Sharepoint Training Guideie9

8/11/2019 Basic Sharepoint Training Guideie9

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SharePoint Basic Training Guide(Internet Explorer 9)

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1.

Make sure you are in Internet Explorer and using compatibility view.

a.

If you do not see the compatibility view icon, right click in the open space in

your tool bar. Make sure Menu Baris checked.

b.

Click on Toolsfrom the menu bar and make sure

Compatibility View is checked.

2.

Navigate to your Website and log into SharePoint.

In the dialog box, enter your FULL

email address and your network

password (same as email).

You may have to type SRUNET\

before your username.

Then click OK.

Click Login at the very bottom of

your website.


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SharePoint Basic TrainingIE9 2 | P a g e

3.

You will be directed to Site Content and Structure. This view is for users who manage multiple sites and have

need for moving/copying libraries. The average user has no need to ever use this view.

Click Back in the top left hand corner of your browser, wait for the page to load, and then click Refresh.

4.

You will now see Site Actions in your top right hand corner. This is how you know youre signed into

SharePoint.

5.

Click Site Actions and then click View All Site Content


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6.

On the All Site Contentscreen you will see your Documents, Images, and Pageslibraries. Click on Pages.

7.

You will see a list of all your pages.

For the purpose of this training session, choose the page titled TEST

This column displa

the approval statu

of all your pages.

Everything needs t

say approved befo

changes appear to

the public.

This column

displays the names

of your pages.

These columns indicate the

last date the pages were

modified and by whom.


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8.

Click on the page you wish to edit by clicking DIRECTLY

on the blue name. Your page will load in the same

window

9.

Click Site Actions and Edit Page

10.

On this test page, you see text that is not formatted correctly. If you paste text from a word document or email,

you may also experience this issue. To format your text according to university Web standards, first highlight all

of the text (CTRL+A) in the white space.


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11.

Click Styles from your toolbar and then choose Remove Inline Styles. This will strip the text of all formatting

attributes. You can also click this icon.

12.

Now your font is very large. Make sure your text is highlighted, click Styles, and then click Text Body.

This will make your font compliant with university Web standards.

You will

see this

message.

Click OK


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13.

There is a misspelled word on your TEST page. Fix it by clicking on the word and deleting the extra S.

14.

To Copy and Paste, you need to use keyboard shortcuts. To practice, highlight the entire line below and hold the

CONTROL and Ckeys at the same time.

You can also use the copyicon in the tool bar.

When the dialog box appears, click Allow Access.


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15.

Click your mouse in the white spacebelow the lined we just copied.

To paste, hold the CONTROL and Vkeys at the same time.

You can also use the paste iconfrom your toolbar.

You will again have to Allow Access

16.

To make text Bold, highlight the text and then type CONTROL and Bat the same time.

You can also highlight

your text and click the

B icon from your

toolbar


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17.

We now want to insert a hyperlink to a document, but first we need to prepare and upload the document.

Click Check In to Share Draft in your top right hand corner. This will save all of the changes youve made and

the page status is now draft. NOTE: Never click Submit for Approval.

You will know that you page has successfully saved and has been checked in when you see the Edit Page

icon has replaced the Check In to Share Draft icon. This page is not live, but is viewable by authorized users.

18.

Open your word document.For the purpose of this training session, find the Test-Document located on the

I:drive in the Enrollment_Services folder (in another folder called SharePoint Training.)

First make sure your document is saved with a Web friendly name:

a.

No spaces or special charactersb.

Shorter is better

c.

Avoid using dates

The Web URL of your PDF is dependent upon what name you choose.

Web Friendly Name:Test-Document

Corresponding Web URL:http://www.sru.edu/SP-training/Documents/Test-Document.pdf

Not So Web Friendly Name:Test Document for Students May 2011

Corresponding Web URL:http://www.sru.edu/SP-

training/Documents/Test%20Document%20for%20Students%20May%202011.pdf
http://www.sru.edu/SP-training/Documents/Test-Document.pdfhttp://www.sru.edu/SP-training/Documents/Test-Document.pdfhttp://www.sru.edu/SP-training/Documents/Test-Document.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test%20Document%20for%20Students%20May%202011.pdfhttp://www.sru.edu/SP-training/Documents/Test-Document.pdf


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19.

Once your word document is saved, save the document as PDF. Unless you specifically need someone to be able

to edit your Web document, you should save as PDF before uploading to SharePoint.

Click the Fileand Save AsAdobe PDF

If you do not have the Adobe Add-In installed on

your computer, you will see this.

Click Save Asand then change the document type

drop down menu to PDF

20.

Upload your newly created PDF document to SharePoint.Click Site Actions and View All Site Content.

Click on Documents


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21.

You will see a list of all documents. This list is very similar to the pages list from step 7 of this guide.

22.

Upload your new document by clicking Upload. In IE8, you can also upload multiple documents, but for the

purpose of this training session, we are going to upload just one document at a time.

On the upload screen, click Browse

This column displ

the approval stat

of all your

documents.

Everything needs

say approved bef

they can be vieweby the public.

This columndisplays the names

of your documentsThese columns indicate the

last date the documents were

modified and by whom.


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23.

A dialog box will appear. Navigate to your newly created PDF document. Click on itand then click Open.

24.

The file path of your document will appear in the Name field. Simply click OKon this screen.


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25.

This next screen will prompt you to check in the document. This is necessary so that other authorized users in

your department can see the document as draft. When you have verified all this information, click Check In

The name of

the document

should stay

Web-friendly

but you can

add a more

descriptive

titlehere.

You can also

choose to add a

start and end

date if you only

need the

document to be

accessible during a

given timeframe.

You can leave

these fields blank

if you dont have a

timeframe.


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26.

You will be redirected back to your Documents Library. You will see your newly uploaded document in the list

(with a!NEWmessage beside it). You will notice that the documents approval status is Draft.

You will need to approve the document before it is live to the public.

27.

In order to approvethe document, click Actions, then Bulk Actions, and Bulk Approve/Reject.

A note of caution: there is no

coming back from Bulk

Delete.Never click on this.

You can a

bulk che

documen

pages by

clicking h


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28.

On the Bulk Moderatescreen, you will see a list of all draft documents. If you are only approving one document,

you will see only one document in the list. Verify the information and click OK

The Approved

option should be

automatically

selected. You will

probably never

need to use the

rejected or

pending options

All possible

documents will be

automatically

checked. You can

check or uncheck

any documents in

this list. Once you have verified allinformation, click OKNOTE: you may seedocuments/pages recently

modified by other users.

You may need to uncheck

documents that were not

last modified by you.


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29.

Once you have approved, you will be directed back to your Documents Library. You will see your new document

has changed to Approved.

30.

Now we want to hyperlink to the document from our original TEST page. Navigate back to your outward facing

Website by clicking Site Actions in the top right hand corner.

31.

Click then View All Site Content.

Click on Pages


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32.

Find your TEST page and click directly on the blue name of the page (the same as step 8 of this guide).

Once your page loads, click on Edit Page

33.

To insert a hyperlink to a document, highlight the textthat will become the hyperlink and

click the hyperlink icon OR hold CTRL+Ksimultaneously.


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34.

The Edit Hyperlink Propertiesdialog box will pop up. You can either paste the URL of your document in the

Selected URL field or you can Browse to find it.


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35.

After you click Browse you should see your full list of documents.

If you do not, click Current Site Documents on the left side of this dialog box. You can also choose to hyperlink

to a page by clicking to Current Site Pages and finding your page.

Find the document, select it, and click OK

Find your document

and select it by

clicking on it. It will

become highlighted

yellow.Once you have your

document selected,

click OK.


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36.

Once you have selected your document, you will return to the Edit Hyperlink Propertiesdialog box.

You will now see your hyperlink filled in the Selected URL field. You should check Open Link In New Window

if you are linking to PDF or outside Website. You also must add a tooltip. See below for more description.

37.

You will now see your text hasbecome a blue hyperlink.

When you roll your mouse over the

link, you will see the tooltip

If you are linking a PDF or an outsi

Webpage, you

should check the

Open Link In Ne

Window checkb

You must add a Tooltip for you

hyperlink. This is for people who

use screen readers to accessWebpages.

Type a brief description of your

hyperlink in this field.

Once you have completed the

necessary information, click OK.


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38.

To insert a link to an email address, follow the same steps 33 through 37. Highlight the text that will become

your hyperlink. Click the hyperlink icon (or hold CTRL+K simultaneously), fill out the necessary information in the

appropriate fields, and click OK.

The only change will be what you type in the Selected URL field. Typemailto:[email protected](fill in the

appropriate email address) and add your tooltip(see below).

39.

The link to an email address will

now appear. When you roll your

mouse over the link, you will

see thetooltip.
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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40.

You can also simply type the persons

email address and then type a space

directly after.

SharePoint will recognize this as an

email address and automatically make

this an active hyperlink.

41.

You will still need to bring up the Edit Hyperlink Properties (CTRL+K)dialog box so you can insert a tool tip.

Click OK when you are finished.


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42.

We are done editing, so click Check in to Share Draft at the top of your page.

43.

Now we need to approve the page.

Click Site Actions and thenView All Site Content.

44.

Click on your Pageslibrary.

45.

You will see the list of pages in your site. The page you just edited will be a Draft


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46.

To approve the page, you will repeat the same steps for approving documents.

Click Actions, then Bulk Actions, and Bulk Approve/Reject.

47.

Make sure your page is checked and the approved option is selected. Click OK.


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48.

You will be directed back to

your Pages library where you

will see that you page status

has changed to Approved

49.

You can check to see that your changes have been made live by checking the page in another browser (such as

Mozilla Firefox, Google Chrome, or Apple Safari).

You can also sign out of SharePoint by closing your Internet

Explorer browser window or by clicking on your name in

the top right hand corner and then clicking Sign Out.

NOTEthis guide and many more are available on the SharePoint training Website, which can be

accessed any time by going to:www.sru.edu/SP-training

Should you have questions or run into problems, you can always contact

[email protected](x4482) [email protected](x4421)

A few final thoughts:

1.

Everything begins and ends with Site Actions.

2.

View All Site Content is your best friend.

3.

You must Check-Inevery page or document to become draft.

4.

Never click Submit for Approvalalways use your Bulk Actionsand Bulk Approve.

5.

Never click Bulk Delete.

6.

If you see an error message, simply refresh (F5) your page.

7.

Always refer to your Keyboard Shortcutsdocument.
http://www.sru.edu/SP-traininghttp://www.sru.edu/SP-traininghttp://www.sru.edu/SP-trainingmailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://www.sru.edu/SP-training

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