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INTROTOSHAREPOINT
IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
LastModified:7/08 InformationTechnologySystemsDivision,UNCW
2
WhatisSharePoint?MicrosoftSharePointisabrowserbasedcollaborationanddocument
managementplatformfromMicrosoft.Itisusedtohostwebsitesthataccess
sharedworkspaces
and
documents,
as
well
as
specialized
applications
like
wikis
andblogsfromabrowser.
ITSDhasimplementedthissysteminordertobetterprovidetheUNCW
communitywithaplaceforcollaborationwithindepartments,aswellas
interdepartmentallyacrosscampus.
Inorder
to
access
the
UNCW
SharePoint
Homepage,
open
an
Internet
browser
andgotothefollowingsite:
http://share.uncw.edu
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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GettingStartedTheSharePointWindowWhen
you
go
to
aSharePoint
page,
you
will
see
the
following:
1. BrowserToolbars allowstheusertonavigateinthebrowser.2. LinkBar containsshortcutsforcommonactionsandfeatures.3. QuickLaunchBar containsshortcutstocommoncontentareasofthe
SharePointsite.
4. Search allowstheusertosearchthesiteforinformation.5. SiteActionButton containsshortcutstocreateitems,customizethepage,
andchangesitesettings(Note:Onlypeoplewiththenecessarypermissions
willseethisoption).
6. WebPart containscontentinformation. Webpartsarethecontainersofinformationthatmakeupthesite.
1
2
3
2
4
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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Note AllSharePointpagesarehighlycustomizablewhichmeansthatyour
particularpagemaynotlookexactlyliketheonelistedabove.
UsingtheQuickLaunchBarBydefault,thefollowingcontentareasarelocatedontheQuickLaunchbar:
Documents containsdocumentlibrariesthatcontaindocumentfilesrelatedtoaspecificgrouporsubject.
Lists containssharedinformation. ThedefaultlistsareCalendarandTasks.
Discussions containsdiscussionboardsthatallowuserstopostmessagesandcommentsinachronologicalformat.
Sites containscollaborationareasuchasteamsites,workspaces,blogsites,andwikisites.
PeopleandGroups containslinkstogroupsandusers.RecycleBin containsdeletedfileinformation
Note Toquicklyviewsitecontentsanddetails,clicktheViewAllSiteContent
shortcutatthetopoftheQuickLaunchbar.
Whatis"MySite"?MySitecontainsapublicandaprivatepage. MyHomepageisyourpersonal
pagewhich
contains
your
private
information
and
files.
My
Profile
page
is
your
publicpagewhereotheruserscanviewandshareyourfilesandinformation. To
accessMySite,clicktheMySiteshortcutintheupperrightcorneroftheHome
page.
Note ITSDcurrentlyteachesaseparateworkshopthatcovers"MySite".
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatinganAnnouncement1. FromtheHomepage,clicktheAddnewannouncementshortcutatthe
bottomoftheAnnouncementswebpart.
2. EnteratitlefortheannouncementintheTitlebox.3. Optional EntertextfortheannouncementintheBodybox.4. Optional EnteranexpirationdateintheExpiresbox.5. Optional Toattachafiletotheannouncement,clicktheAttachFile
shortcut. ClicktheBrowsebuttonandlocateandselectthefileyouwantto
attach. ClicktheOpenbuttonandclicktheOKbutton.
6. ClicktheOKbuttonwhenyouarefinished.
Note youcanalsoclickthe
ListsshortcutontheQuick
Launchbarandselectthelist
typetocreateanewlistitem.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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AddingaLink1. FromtheHomepage,clicktheAddnewlinkshortcutatthebottomofthe
Linkswebpart.
2. EnteraURLfortheWebsiteyouwanttolinktointheTypetheWebaddressbox.(Note YoucanverifythatalinkisvalidbyclickingtheClick
heretotestshortcut)
3. Optional EnteradescriptionforthelinkintheTypethedescriptionbox.4. Optional EnternotesforthelinkintheNotesbox.5. ClicktheOKbuttonwhenyouarefinished.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatinganEvent1. FromtheHomepage,clicktheAddneweventshortcutatthebottomofthe
Calendarwebpart.
2. EnteratitlefortheeventintheTitlebox.3. Optional EnteralocationfortheeventintheLocationbox.4. EnterorselectastartdateandtimeintheStartTimeboxes.5. EnterorselectanenddateandtimeintheEndTimeboxes.6. Optional EnteradescriptionfortheeventintheDescriptionbox.7. Optional ChecktheMakethisanalldayactivitythatdoesn'tstartorend
ataspecifichourbox.
8. Optional ChecktheMakethisarepeatingeventboxandselectrepeatoptions.
9.Optional
Check
the
Use
a
Meeting
Workspace
to
organize
attendees,
agendas,documents,minutes,andotherdetailsforthiseventbox.
10.ClicktheOKbuttonwhenyouarefinished.
Note
Ifyou
selected
to
create
ameetingworkspace,makeselections,
enterinformationintheNewMeeting
Workspacepage,andclicktheOK
button.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatingaTask1. ClicktheTasksshortcutintheListssectionoftheQuickLaunchbar.2. ClicktheNewbutton( ).3. EnteratitleforthetaskintheTitlebox.4. Optional ClickthearrowonthePriorityboxandselectapriorityfromthe
resultingmenu.
5. Optional ClickthearrowontheStatusboxandselectastatusfromtheresulting
menu.
6. Optional Enteranumbervalueinthe%Completebox.7. Optional EnterausernameornamesintheAssignedTobox.8. Optional EnteradescriptionofthetaskintheDescriptionbox.9. Optional Enterastartdatein
the
Start
Date
box.
10.Optional EnteraduedateintheDueDatebox.
11.ClicktheOKbuttonwhenyouarefinished.
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WorkingwithListandDocumentViews1. ClicktheListsorDocuments shortcutontheQuickLaunchbar.
2. Selectthelistorlibrarythatcontainstheinformationyouwanttoview.
3. ClickthearrowontheViewboxanddooneofthefollowing:
a) Tochangetheview selecttheviewfromtheresultingmenu.
b) Toeditthecurrentview selectModifythisViewfromtheresultingmenu. MakechangestotheviewandclicktheOKbutton.
c) Tocreatealistordocumentview selectCreateViewfromtheresultingmenu. Selectaviewformat. Enteranamefortheviewin
theViewNamebox,selectoptions,andclicktheOKbutton.
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CreatingaNewFolder1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttoaddanewfolderin.3. ClickthearrowontheNewbuttonandchooseNewFolder.
4. EnteranameforthefolderintheNamebox.
5. ClicktheOKbuttonwhenyouarefinished.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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DocumentsOpeningandEditingaDocument
1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthedocumentyouwanttoopen.3. ClickthenameoftheOfficedocumentyouwanttoopen.4. Inthedialogboxthatappears,dooneofthefollowing:
a. Toeditthedocument,selectEdit.b. Toopenthedocument,selectRead
Only.
5. ClicktheOKbutton(Note youmaybeaskedtoenteryourpasswordtoopenthefile).
6. Optional Makedesiredchangestothedocument.
7. Whenyouarefinished,clicktheSave( )buttonontheQuickAccesstoolbar.
8. ClicktheClosebutton( )toclosethedocument.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CheckingOutaDocumentIfyouwanttobetheonlyuserthatcanmakechangestoadocument,youneed
tocheckthedocumentout. Inordertodoso,followthesedirections:
1. ClicktheDocumentsshortcutontheQuickLaunchbar.
2. Selectthelibrarythatcontainsthedocumentyouwanttocheckout.
3. Placeyourmousepointeroverthedocumentnameofthedocumentyouwant
to
check
out.
4. ClicktheEditarrowandselectCheckOutfromtheresultingmenu.
5. ClicktheOKbutton.
Note Acheckouticonwillappearnexttothedocumenttoshowthatitis
checkedout.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CheckingInaDocument1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthedocumentyouwanttocheckin.3. Placeyourmousepointeroverthenameofthedocumentyouwantto
checkin.
4. ClicktheEditarrowandselectCheckInfromtheresultingmenu.
5. SelectYesorNointheKeepthedocumentcheckedoutaftercheckinginthisversionsection.
6. Optional EntercommentsintheCommentsbox.7. ClicktheOKbutton.8. ClicktheYesbuttoninthedialogboxthatappears.
Note Tocheckinafileanddiscardanychangesthatweremade,placeyour
mousepointeroverthedocumentnameofthedocumentyouwanttocheckin.
ClicktheEditarrowandselectDiscardCheckOutfromtheresultingmenu. Click
theOKbutton.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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UploadingaDocument1. ClicktheDocumentsshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttouploadthedocumentto.3. ClickthearrowontheUploadbutton.
4. Dooneofthefollowing:a. Touploadonedocument selectUploadDocumentfromthe
resultingmenu. ClicktheBrowsebutton,locateandselectthe
documentyouwanttoupload,andclicktheOpenbutton. Clickthe
OKbutton. MakechangestodocumentpropertiesandclicktheOK
button.
b. Touploadmultipledocuments selectUploadMultipleDocuments.Selectthelocationthatcontainsthedocumentsyouwanttoupload.
Checktheboxnexttothedocumentnameforeachdocumentyou
wanttoupload. Continueuntilyouhavecheckedallofthe
documentsyouwanttoupload. ClicktheOKbutton.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatinganAlert1. Openthelibraryorlistthatcontainstheitemthatyouwanttocreatean
alertfor.
2. Dooneofthefollowing:a. Tocreateanalertforacalendaritem clickthe
eventnameandclicktheAlertMeshortcut.
b. Tocreateanalertforanotheritem placeyourmousepointerovertheitem. ClicktheEdit
arrowandselectAlertMefromtheresulting
menu.
3. Selectoptionsforthealertorleavedefaultoptions.ClicktheOKbuttonwhenyouarefinished.
SearchingaSite1. ClickthearrowontheSearchScopeboxandselectwhatyouwanttosearch
forfromtheresultingmenu.
2. EnterwhatyouwanttosearchforintheEntersearchwordsbox.3. ClicktheGoSearchbutton(Note yourresultswillbedisplayedinthe
searchresultspage).
4. Clicktheitemordocumentnametoopenit.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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DiscussionsCreatingaNewDiscussionThread
1. ClicktheDiscussionsshortcutontheQuickLaunchbar.2. Selectthediscussionboardyouwanttocreatethediscussionin.3. ClicktheNewbuttonandchooseDiscussion.
4. EnterasubjectforthediscussionintheSubjectbox.5. EnterandformatdiscussiontextintheBodybox.6. ClicktheOKbuttonwhenyouarefinished.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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ReadingandReplyingtoaDiscussionThread1. ClicktheDiscussionsshortcutontheQuickLaunchbar.2. Selectthediscussionboardyouwanttoread.3. Clickthethreadnametoreadthediscussiontext.4. ClicktheReplyshortcut.
5. EnterreplytextintheBodybox.6. ClicktheOKbuttonwhenyouarefinished.
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UsingaBlogSiteAblogsiteisaSharePointsitecreatedbyITSDtoprovideaplacetoshare
informationandfacilitateteamcommunication.
InordertoaccessyourdepartmentalBlog,pointyourbrowsertoyour
departmentalSharePointhomepageanddothefollowing:
1. ClicktheSitesshortcutontheQuickLaunchbar.2. Selecttheblogsiteyouwanttoopen.
Youwill
see
asite
similar
to
the
following:
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatingaBlogPost1. Inanopenblogsite,clicktheCreateapost
shortcutintheAdminLinkssection.
2. EnteratitleforthepostintheTitlebox.3. Optional EnterposttextintheBodybox.4. Optional ClickthearrowontheCategoryboxandselectacategoryfrom
theresultingmenu.
5. EnterorselectadateandtimeinthePublishedsection.6. ClickthePublishbutton.
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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UsingaWikiSiteAwikisiteisaSharePointsitecreatedbyITSDthatprovidesaplaceforgroup
collaborationandbrainstormingideas.
InordertoaccessyourdepartmentalWiki,pointyourbrowsertoyour
departmentalSharePointhomepageanddothefollowing:
1. ClicktheSitesshortcutontheQuickLaunchbar.2. Selectthewikisiteyouwanttoopen.
Youwillseeasitesimilartothefollowing:
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IntrotoSharePoint DepartmentofTechnologyEnhancedLearning
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CreatingaNewWikiPage1. InanopenWikisite,clicktheWikiPagesshortcutontheQuickLaunchbar.2. ClicktheNewbutton.
3. EnteranameforthepageintheNamebox.4. EntertextanditemsintheWikiContentbox.5. ClicktheCreatebutton.
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PicturesUploadingaPicturetoaLibrary
1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibraryyouwanttoaddapictureto.3. ClicktheUploadbutton.
4. ClicktheBrowsebutton.5. Locateandselectthepicturefileyouwanttoadd.6. ClicktheOpenbutton.7. Optional CheckorcleartheOverwriteexistingfilesbox.
8. ClicktheOKbuttonwhenyouarefinished.9. Enterorchangepictureproperties.10.ClicktheOKbutton.
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DeletingaPicture1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibrarythatcontainsthepictureyouwanttodelete.3. Checktheboxnexttothenameofthepictureyouwanttodelete.4. ClicktheActionsbutton.
5. SelectDeletefromtheresultingmenu.6. ClicktheOKbuttontoconfirmdeletion.
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ViewingaSlideShow1. ClickthePicturesshortcutontheQuickLaunchbar.2. Selectthelibrarythatyouwanttoviewaslideshowof.3. ClicktheActionsbutton.4. SelectViewSlideShowfromtheresultingmenu.5. ClickthePlay( )button.6. Optional Tostoptheslideshow,clicktheStop
button( ).
(Note
the
slide
show
will
end
automaticallyafterallthepictureshavebeen
displayed).
7. Whentheslideshowisfinished,clicktheClosebuttontoclosetheSlideShowwindow.
Note Toscrollthroughthepictureinalibraryatyourownplace,clickthe
Previous( )andNext( )buttons.
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UsingtheRecycleBinDeletinganItem
1. Placeyourmousepointerovertheitemyouwanttodelete.
2. ClicktheEditarrow.3. SelectDeleteorDeleteItemfromtheresulting
menu.
4. ClicktheOKbuttontoconfirmdeletion.
RestoringaDeletedItem1. ClicktheRecycleBinshortcutontheQuickLaunchbar.2. Checktheboxnexttotheitemyouwanttorestore.3. ClicktheRestoreSelectionshortcut.4. ClicktheOKbuttontoconfirmthatyouwanttorestoretheitem.
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ViewingUserInformation1. ClickthePeopleandGroupsshortcutontheQuickLaunchbar.2. Dooneofthefollowing:
a. Toviewusersforaspecificgroup clickthegroupnameintheGroupssectionoftheQuickLaunchbar.
b. Toviewallusers clicktheAllPeopleshortcutontheQuickLaunch bar.
3. Clickthenameoftheuseryouwanttoviewinformationfor(Note TheusersMyProfilepagewillbedisplayed).
GettingHelp1. ClicktheHelpbuttonintheupperrightcornerofthewindow(Note the
SharePointServer2007HelpandHowtowindowwillappear).
2. IntheContentsbox,clickatopictoviewitssubtopics.3. Clickasubtopictodisplayhelpinformation.4. ClicktheClosebuttonwhenyouarefinished.
QuestionsorProblems?Contact
the
Technology
Assistance
Center
(TAC)
Location:HoggardHall,room126
Phone:962HELP(4357)
Email:[email protected]
WebAddress:www.uncw.edu/tac