SharePoint 2016 User\u2019s Guide.pdf - SharePoint 2016 User\u2019s Guide Learning Microsoft\u2019s Business Collaboration Platform \u2014 Fifth Edition \u2014 Tony

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Unformatted text preview: SharePoint 2016 User’s Guide Learning Microsoft’s Business Collaboration Platform — Fifth Edition — Tony Smith SharePoint 2016 User’s Guide Learning Microsoft’s Business Collaboration Platform Fifth Edition Tony Smith SharePoint 2016 User’s Guide Tony Smith Stormville, New York USA ISBN-13 (pbk): 978-1-4842-2243-0 DOI 10.1007/978-1-4842-2244-7 ISBN-13 (electronic): 978-1-4842-2244-7 Library of Congress Control Number: 2016957884 Copyright © 2016 by Tony Smith This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights. While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made. The publisher makes no warranty, express or implied, with respect to the material contained herein. Cover image by Freepik Managing Director: Welmoed Spahr Lead Editor: Gwenan Spearing Technical Reviewer: Ralph Mercurio Editorial Board: Steve Anglin, Pramila Balan, Laura Berendson, Aaron Black, Louise Corrigan, Jonathan Gennick, Robert Hutchinson, Celestin Suresh John, Nikhil Karkal, James Markham, Susan McDermott, Matthew Moodie, Natalie Pao, Gwenan Spearing Coordinating Editor: Mark Powers Copy Editor: Kezia Endsley Compositor: SPi Global Indexer: SPi Global Artist: SPi Global Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail [email protected], or visit . Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation. For information on translations, please e-mail [email protected], or visit . Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use. eBook versions and licenses are also available for most titles. For more information, reference our Special Bulk Sales–eBook Licensing web page at . Any source code or other supplementary materials referenced by the author in this text are available to readers at . For detailed information about how to locate your book’s source code, go to . Readers can also access source code at SpringerLink in the Supplementary Material section for each chapter. Printed on acid-free paper Contents at a Glance About the Author ....................................................................................................xix About the Technical Reviewer ................................................................................xxi Acknowledgments ................................................................................................xxiii Introduction ...........................................................................................................xxv ■Chapter 1: Introduction to SharePoint Technologies ............................................. 1 ■Chapter 2: Understanding Sites ............................................................................. 9 ■Chapter 3: Working with Sites ............................................................................. 55 ■Chapter 4: Pages, Apps, and Web Parts ............................................................. 109 ■Chapter 5: Managing Lists and Libraries........................................................... 169 ■Chapter 6: Working with Lists ........................................................................... 215 ■Chapter 7: Working with Libraries..................................................................... 261 ■Chapter 8: Working with Site Columns, Content Types, and Term Sets ............. 319 ■Chapter 9: Workflows and Information Management Policies .......................... 351 ■Chapter 10: Records Management .................................................................... 397 ■Chapter 11: Search ............................................................................................ 431 ■Chapter 12: Personalization and Social Features .............................................. 467 ■Chapter 13: Metrics and Reporting ................................................................... 505 ■Chapter 14: Enterprise Office Services .............................................................. 519 Index ..................................................................................................................... 533 iii Contents About the Author ....................................................................................................xix About the Technical Reviewer ................................................................................xxi Acknowledgments ................................................................................................xxiii Introduction ...........................................................................................................xxv ■Chapter 1: Introduction to SharePoint Technologies ............................................. 1 What Is Microsoft SharePoint 2016 .................................................................................. 2 SharePoint Server 2016.......................................................................................................................... 2 Office 365 SharePoint Online .................................................................................................................. 3 The Evolution of SharePoint ............................................................................................. 3 Exploring What’s New in SharePoint 2016 ....................................................................... 5 Understanding the Value of SharePoint 2016 ................................................................... 6 SharePoint Building Blocks .............................................................................................. 6 Summary .......................................................................................................................... 7 ■Chapter 2: Understanding Sites ............................................................................. 9 Understanding Site Collections and Sites ...................................................................... 10 Site Structures and Layouts ........................................................................................... 14 App Launcher........................................................................................................................................ 15 User Menu ............................................................................................................................................ 16 Settings Menu ...................................................................................................................................... 16 Ribbon .................................................................................................................................................. 18 Social Tools ........................................................................................................................................... 18 Page Management Tools....................................................................................................................... 19 Navigation Bar ...................................................................................................................................... 19 v ■ CONTENTS Search Bar ............................................................................................................................................ 19 Quick Launch Navigation ...................................................................................................................... 20 Content Area ......................................................................................................................................... 20 Standard Site Templates ................................................................................................ 20 Collaboration......................................................................................................................................... 20 Enterprise ............................................................................................................................................. 27 Publishing ............................................................................................................................................. 36 SharePoint Portal Templates .......................................................................................... 39 Developer Site ...................................................................................................................................... 39 In-Place Hold Policy Center .................................................................................................................. 41 eDiscovery Center ................................................................................................................................ 43 Compliance Policy Center ..................................................................................................................... 45 Community Portal ................................................................................................................................. 48 Publishing Portal................................................................................................................................... 49 Product Catalog .................................................................................................................................... 51 Summary ........................................................................................................................ 53 ■Chapter 3: Working with Sites ............................................................................. 55 Navigating the SharePoint Environment......................................................................... 55 Navigating Within a Site ....................................................................................................................... 55 Navigating Sites with Mobile Devices .................................................................................................. 57 Using the Ribbon ............................................................................................................ 59 Creating Sites ................................................................................................................. 59 Deleting Sites ................................................................................................................. 60 Managing Site Security .................................................................................................. 61 Managing SharePoint Groups ............................................................................................................... 61 Changing Permission Inheritance for a Site ......................................................................................... 66 Managing Permission Levels ................................................................................................................ 67 Managing Site Collection Administrators.............................................................................................. 71 vi ■ CONTENTS Changing Site Details ..................................................................................................... 71 Updating the Site Title, Description, Logo, and URL .............................................................................. 72 Configuring Regional Settings for a Site............................................................................................... 72 Defining the Welcome Page .................................................................................................................. 73 Managing Site Navigation .............................................................................................. 73 Customizing Quick Launch Navigation for Sites ................................................................................... 74 Customizing the Navigation Bar ........................................................................................................... 81 Using the Recycle Bin..................................................................................................... 90 Viewing Items in the Recycle Bin ......................................................................................................... 90 Restoring Items from the Recycle Bin .................................................................................................. 91 Deleting Items from the Recycle Bin .................................................................................................... 91 Managing Site Design and Layout .................................................................................. 91 Updating Site Themes........................................................................................................................... 92 Working with Design Manager ............................................................................................................. 93 Resetting Site Definitions ..................................................................................................................... 98 Controlling Access to Page Layouts and Site Templates ...................................................................... 98 Identifying Master Pages and Style Sheets for a Site........................................................................... 99 Managing Site Templates ............................................................................................. 100 Creating Site Templates ...................................................................................................................... 100 Editing Site Templates ........................................................................................................................ 101 Deleting Site Templates ...................................................................................................................... 102 Managing Site Content and Structure .......................................................................... 102 Managing Site and Site Collection Features ................................................................ 104 Managing Site Features...................................................................................................................... 104 Managing Site Collection Features ..................................................................................................... 105 Managing Content Variations ....................................................................................... 105 Variation Labels .................................................................................................................................. 106 Translatable Columns ......................................................................................................................... 107 Variation Logs ..................................................................................................................................... 107 vii ■ CONTENTS Managing Help Information .......................................................................................... 107 Using SharePoint Designer for Site Management ........................................................ 108 Summary ...................................................................................................................... 108 ■Chapter 4: Pages, Apps, and Web Parts ............................................................. 109 Pages............................................................................................................................ 109 Web Part Pages .................................................................................................................................. 109 Wiki Pages .......................................................................................................................................... 114 Publishing Pages ................................................................................................................................ 118 Apps ............................................................................................................................. 126 Adding Apps to Your Site..................................................................................................................... 127 Removing Apps ................................................................................................................................... 130 Adding App Parts to Pages ................................................................................................................. 131 Web Parts ..................................................................................................................... 131 Adding Web Parts to Pages................................................................................................................. 131 Editing Web Parts ............................................................................................................................... 132 Removing Web Parts........................................................................................................................... 135 Connecting Web Parts......................................................................................................................... 135 Exporting and Importing Web Parts .................................................................................................... 135 Standard SharePoint Web Parts.......................................................................................................... 137 Summary ...................................................................................................................... 168 ■Chapter 5: Managing Lists and Libraries........................................................... 169 Creating Lists and Libraries ......................................................................................... 170 Deleting Lists and Libraries .......................................................................................... 172 Managing List and Library Properties .......................................................................... 172 Metadata Columns ....................................................................................................... 173 Available Columns .............................................................................................................................. 173 Adding Columns......................................................................
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  • Fall '20
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  • Microsoft SharePoint, SharePoint, Microsoft Office SharePoint Designer, Windows SharePoint Services

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