SharePoint – Interface Technical Training https://www.interfacett.com Wed, 21 Jun 2017 19:26:18 +0000 en-US hourly 1 Creating Lists and Libraries in SharePoint https://www.interfacett.com/blogs/creating-lists-libraries-sharepoint/ https://www.interfacett.com/blogs/creating-lists-libraries-sharepoint/#respond Wed, 05 Apr 2017 17:23:14 +0000 https://www.interfacett.com/?post_type=infct_blogpost&p=11118 For more SharePoint training videos in this series, see: Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint Part 2 – Using Navigation Controls in a Publishing Site in SharePoint Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature Part 4 – How to Configure Navigation in SharePoint … Continue reading Creating Lists and Libraries in SharePoint

The post Creating Lists and Libraries in SharePoint appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint

Part 2 – Using Navigation Controls in a Publishing Site in SharePoint

Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

Part 4 – How to Configure Navigation in SharePoint Publishing Sites

Part 5 – Managing Lists and Libraries in SharePoint – An Overview

Part 6 – » Creating Lists and Libraries in SharePoint «


Video Transcription

In this SharePoint training video, we’re going to cover creating Lists and Libraries.

Now, we want to go back to our hierarchy of objects. We’re going to start at the Site Collection level. That’s where we want to make sure we’re in the right Site Collections.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Wherever you create your List or Library, wherever you want to create it, you want to be there. You want to be in a particular Site that’s in a Site Collection. If I wanted to add a List or Library to this site, I would go to that Site, and then I would “Add an app” by using the Add an app functionality to that site.

Remember, you’ve have Site Collections, which has one or more SharePoint Sites. Then the Lists and Libraries belong to one Site, which is in a Site Collections.

Within the List or Library, you can optionally add folders and then either add your items into folders or you can just not use folders and add the items directly into Lists and Libraries. That’s really up to you, or you could do both.

It’s Site Collections > Site > List or Library (optionally folders), and then List or Library items.

Adding or creating a List in SharePoint.

I’m on a team site here. Here, I am on my team site. Publishing Feature is not activated. It’s not really a big deal here that the Publishing feature is not activated, just mentioning that.

I want to add a List. Site Actions > Add an App.

SharePoint calls them “Apps”. My question will be “what is it that I want this List or Library to contain?”

That is going to lead me to choose the proper template to base this List or Library on. In this case, I want to keep a list of announcements. I would, “Add an app,” and then I would find the Announcements template.

Now, how do you know what templates are available? You can come here and you can scroll down. Each one of these has a link that says App Details. It’s pretty informative as to what it is.

Chances are, as you move through your SharePoint journey, you’ll even start to have customized templates that you’ve extended to have your Content Types. For now, we want to find the template that best matches what we want. The Search functionality on this page is awesome.

In this case, I want Announcements so I’ll click on it, and then it will use that template as a blueprint to create my own Announcements List.

I’m going to name mine Company Announcements, and click Create.

There is a link for Advanced Options. In this case, this allows me to quickly create this.

I’ve now added the Company Announcements list to this site.

If I go into that Company Announcements List, you could see that, right away, I can click New Announcement.

Using the template, the out‑of‑the‑box functionality, SharePoint’s going to give me a form to add a new announcement to my list. It’s that easy.

The key is going to be choosing the right template to match what it is you’re trying to hold. If I’m holding announcement, I’ll choose an announcements list. If I’m holding documents, I’ll choose a Documents Library.

You’ll notice the difference in terminology there of a List and a Library.

As long as you pick what you want to hold the items, SharePoint will make a determination as to whether or not it is a Library template or a List template.

There are some differences between those as we go down the line, such as particularly in versioning and then, on the backend, how it actually stores the items.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

From our perspective, if I want documents, I’ll choose a Document Library. If I want forms, I’ll choose a Form Library. Pictures, or I’ll choose a Picture Library etc… For announcements, I’ll use an Announcements List.

In certain ways, for example if I choose a Document Library.

I can add a document to a List as an attachment. If I’m doing a Document Library, the document itself is the library item.

For example I’ll name this Invoices.

This is a Document Library. I’m adding a library, same activity as adding the Announcement. I go to Site Actions > Add an app

Here’s my Invoices library.

I want to show you Advanced options by using Add an app.

I’ll click a Document Library.

This time, what I will do is click Advanced Options.

When I do that, depending on what I choose, I may get some extra options to choose.

I’ll name this Advanced.

Optionally, I can put a Description. It’s a good idea in Production to do this.

Description will be “Advanced Documents”.

Here, in the Advanced Option of this particular Library, it says, do you want to “Create a version each time you edit a file in this document library?”

I could click “Yes” if I want to turn versioning on for this library. For now, I’m going to leave that set to “no”.

Here, the default on a Document Library is to use a Word document.

I could choose it to be an Excel spreadsheet, for example. I can say, “No, I want to be an Excel spreadsheet.”

Let’s see what the difference is.

One Document Library which is Invoices.

I used the out‑of‑the‑box settings. I didn’t click Advanced.

When I click New Document, you can see it’s going to try and create a new Microsoft Word document.

Under my Advanced Library

If I click Files, I set that library to use an Excel workbook.

You do have some functionality choices right out‑of‑the‑box by choosing Advanced, if you need that.

Later on, we’re going to see how to put a custom template for a List or Library and upload it there.

We’re going to look at a bunch of settings, but that’s how you create a List or a Library.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Creating Lists and Libraries in SharePoint appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/creating-lists-libraries-sharepoint/feed/ 0
Managing Lists and Libraries in SharePoint – An Overview https://www.interfacett.com/blogs/managing-lists-libraries-sharepoint-overview/ https://www.interfacett.com/blogs/managing-lists-libraries-sharepoint-overview/#respond Mon, 03 Apr 2017 18:24:28 +0000 https://www.interfacett.com/?post_type=infct_blogpost&p=11110 For more SharePoint training videos in this series, see: Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint Part 2 – Using Navigation Controls in a Publishing Site in SharePoint Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature Part 4 – How to Configure Navigation in SharePoint … Continue reading Managing Lists and Libraries in SharePoint – An Overview

The post Managing Lists and Libraries in SharePoint – An Overview appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint

Part 2 – Using Navigation Controls in a Publishing Site in SharePoint

Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

Part 4 – How to Configure Navigation in SharePoint Publishing Sites

Part 5 – » Managing Lists and Libraries in SharePoint – An Overview «

Part 6 – Creating Lists and Libraries in SharePoint


Video Transcription

To be a successful SharePoint Site Owner or Site Collection Administrator, it’s very important that you have a firm understanding of managing Lists and Libraries. That’s one of the objectives on the Microsoft SharePoint Certification exam 77‑419. We’re going to cover this here.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

SharePoint Lists and Libraries are very similar to the concept of worksheets in an Excel Workbook. You might have a place where you’re keeping tasks or issues or contacts, announcements, things like that.

Now, if you look at and Excel Notebook or an actual Workbook, if I was going to use an analogy, the Workbook might be a SharePoint Site, a place that has multiple worksheets. I would use the analogy of a Worksheet as a SharePoint List or a SharePoint library.

It’s very similar, at least, at the beginning, but SharePoint Lists and Libraries are incredibly functional. There’s amazing things you can do with them, and they naturally exist in your SharePoint Sites.

Let’s take a look at this Worksheet. I have a worksheet of Instructors where I’m keeping track of the Instructor’s ‑‑ First Name, Last Name, and email address.

I can see that I have these columns, and I’m going to put the instructor’s first name in the first name column.

Their last name in the last name column, and their email in the email column. Each instructor is their own row.

In SharePoint, we have very similar things as compared to an Excel Worksheet.

List and Library Columns – a column might be first name, last name or email…

List and Library Items – which are row one, row two, row three… (It actually wouldn’t be row one, row one’s the header). You can see that each instructor gets their own row.

Here in the same Workbook, (think of this as the same Site in SharePoint), I have a totally separate worksheet.

Think of it as a List or Library, to manage classrooms. It makes sense because we’re Interface Technical Training. We might have these different containers for different objects. Therefore, we will put classrooms in our classrooms worksheet, instructors in our instructor worksheet, but we’re keeping track of all that data.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

I’ve got room number, number of students, how many remote students can be in each classroom. This is useful information that I can put into Excel.

If I think of this Excel Workbook, if I was going to have multiple worksheets to manage different aspects of a training environment. In SharePoint I could create a Site Collection, choose the proper Top Level Site Template that has the right features activated including the right starting point for Lists and Libraries. Then, I could maintain this information inside of SharePoint.

Now, SharePoint Lists and Libraries, just like the Site, have a bunch of templates out-of-the-box for us.

SharePoint Templates

  • Tasks Template
  • Contracts List Template
  • Document Template
  • Pages Library
  • Links

They understand that you’re going to be keeping track of tasks, so you’ll put those into a task list. There’s a Task List Template, which is just really morphed around holding tasks. It’s a perfectly shaped bucket to hold tasks.

If you want to keep some contacts in SharePoint, they have a Contacts List, which is a perfectly formed bucket to hold contacts. If you want to have pages, they have a Pages Library, which is perfectly formed to hold pages. The same goes with Documents.

Here’s the cool part. Later on, when we explore Content Types, and we’ll see that we can take their starting point and extend them with our metadata in the form of Site Columns. Then, we can take those buckets and work with them to be perfect containers for our content.

If we manage purchase orders, we can start with a Document Library, add some metadata, like Purchase Order Number, Vendor ID, Purchase Order Delivery Date and then add this metadata to the out‑of‑the‑box document library.

Next we’ll cover creating List and Libraries in SharePoint.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Managing Lists and Libraries in SharePoint – An Overview appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/managing-lists-libraries-sharepoint-overview/feed/ 0
How to Configure Navigation in SharePoint Publishing Sites https://www.interfacett.com/blogs/configure-navigation-sharepoint-publishing-sites/ https://www.interfacett.com/blogs/configure-navigation-sharepoint-publishing-sites/#respond Fri, 31 Mar 2017 22:56:49 +0000 https://www.interfacett.com/?post_type=infct_blogpost&p=11056 For more SharePoint training videos in this series, see: Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint Part 2 – Using Navigation Controls in a Publishing Site in SharePoint Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature Part 4 – » How to Configure Navigation in … Continue reading How to Configure Navigation in SharePoint Publishing Sites

The post How to Configure Navigation in SharePoint Publishing Sites appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint

Part 2 – Using Navigation Controls in a Publishing Site in SharePoint

Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

Part 4 – » How to Configure Navigation in SharePoint Publishing Sites «

Part 5 – Managing Lists and Libraries in SharePoint – An Overview

Part 6 – Creating Lists and Libraries in SharePoint


Video Transcription

Configuring Navigation in a Publishing Site in a SharePoint Site that’s in the Site Collection where the Publishing Feature has been activated, changes dramatically from that in a Collaboration Site.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Now, what I’ve got here is two different Site Collections. One, the top‑level site, was based on a Team Site Template.

That’s the one here titled Team SitePub.

The other the top‑level site, was based on a Publishing Portal Template. The Publishing Portal Template comes out-of-the-box with the features activated.

I had to go after-the-fact on my Collaboration‑based Site Template and activate the Publishing Feature. I went to Site Actions > Site Settings.

I was a Site Collection Administrator, so I was able to get to the Site Collection administrator links.

What I was looking for was this link, Site Collection Features.

Step one was going to the Site Collection Features link, finding the SharePoint Server Publishing Infrastructure feature and activating it.

Once I had it activated at the Site Collection level, I had to go back at the actual Site level.

I went to Site Actions > Site Settings, and this time I went to Manage Site Features.

Then I again, found the SharePoint Server Publishing Infrastructure Feature and I activated it.

Once I did that I was good to go to use the Navigation controls and all of its functionality, including connecting one of the Navigation controls to the Manage Metadata Service Application.

Once the Publishing Feature is activated, if you do it after-the-fact like I did here on a Collaboration Site using the Site Settings menu, you can find yourself running into a bit of a quandary.

On a team site, if I use the Site Actions menu to add a page, which is frequently what someone will use.

I don’t have the Publishing Feature involved when I click Add a page it’s going to add a page to the Site Pages Library.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

That’s just default behavior. It’s great. It’s awesome.

If I have the Publishing Feature activated, and I haven’t activated the Site Collection in the site level, what I’m really looking for if I go to Site Contents here.

It’s creating pages in the special pages library that gets created when I activate the Publishing Feature at the site level.

What can happen is if I’ve already started with the Team Site, the Site Pages Library is there.

And I have this Pages Library and you can get into a quandary.

What I found is if I do this, I like to go to Site Action > Site Setting, so I’m after the fact. It’s one of the reasons I prefer to use a template that’s already configured the user Publishing Feature. I go into Page Layout and Site Templates to I make sure and choose and set a default page layout.

When I click site actions at a page what I’m looking for is I just want to see the path to my actual site.

Then, when I give it a name ‑‑ I’m going to call this Pets and click create, it should create that in the pages library.

If that’s working, if I’ve hooked my Quick Launch Bar which is now called the Current Navigation up to what we call the Managed Metadata Service Application, it’s going to automatically add a term to the term set.

It’s going to hook that up to my Navigation control to this page. I don’t have to do any specific configuration. I’ll say, “Pets rock.”

In other words, I’m using the Publishing Feature.

I’m leveraging the fact that I’ve hooked everything up, and it’s automatically generating the Navigation for me. I don’t have to go add things and this is a page. It’s not a sub site. It’s not a list. It’s not a library. I’m just adding pages and it’s putting it over there.

The way this happens is in a Publishing Site you configure the Navigation how it’s going to work by going to Site Actions > Site Settings.

Then you do not see a link for the Quick Launch Bar. You don’t see a link for the Top Link Bar like we did in Collaboration Sites. That is now been replaced with the word Navigation.

When you click on Navigation, instead of setting things by dragging links or using that control or you change order that was we saw in the other movie {video post], here you drive the Navigation choices by a series of radio buttons and check boxes.

I’m at the Top‑Level Site, so I don’t have or wouldn’t make sense to choose the option display the Navigation of the side above it, because I am the top‑level site.

 

This setup here is no longer called the Top Link Bar, it’s now called Global Navigation.

In case one of the Publishing Features on it refers to these Navigation components differently.

I have several options.

One of them is structural which basically will show whatever the hierarchy of sites is. This site being the root, and anything I create below it will show those in the top link bar or the global Navigation control according to what I chose here.

If I choose show sub sites, it will show sub sites. If I choose to show pages it will show pages, and it even gives me how many deep do you want to go. It will automatically create these fly‑out menus, depending on what I’m doing.

You can see I’m on a site that has several pages on it. If I click OK, then it should all of a sudden show links to all of the different sub‑sites and pages across that Global Navigation.

That tends to not be desirable in most cases in my experience, I’ll generally leave the Navigation to just be structural and just show sub‑sites. It’s completely up to your situation.

Now down here.

What we call the Quick Launch Bar in Collaboration Sites when the Publishing Feature is at play, we call it Current Navigation.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Once again you control this with a series of radio buttons. Really, this is the one that we want to focus on. If I choose ‑‑ which I did here ‑‑ Managed Navigation, then what I can do is come down to this section and click Create Term Set.

That is going to open and create a Managed Metadata Term set just for the specific purpose of managing Navigation to the Pages Library in this particular site.

In fact, if I click Term Store Management tool.

I’ll see that it will take me to the screen to manage my terms.

This is something we’re going to cover fairly in‑depth in the movie about our managed metadata.

It is created a term set for this Site Collection and it’s created my team site pub Navigation terms.

If I expand those as I’m adding pages to this site, it’s adding them to the Pages Library. It’s automatically adding a term to the Term Set and then linking that term to that page in the Navigation control.

As you can see, as I’ve been adding pages, it has been adding a term for each page and it’s created them automatically as a link in the control.

There’s a whole bunch of things you can do.

If I look at the Pages Library, I’m just going to see a flap list of files, the page names, they’re not nested in folders.

What I can do is I can abstract the Navigation control away from the hierarchy in the Library. Let me show you. I’m going to take my Pets page here and I am going to move this term.

I’m going to say move term. Then what I’m going to do is I’m going to move this term underneath amazing.

I’m going to click Amazing and then I’m going to click OK.

Now, even though in the Pages Library which we’ll see in a second, it’s just Amazing and Pets

At the same level, I’m able to abstract that away from each other and I’m able to leverage and present it however I want.

Let me go back to the site. When I go back to the site, I’m going to look in the site contents.

If I was looking at this I might think, “Oh that pets page must be in the folder of the amazing section or something like that.”

You can create your own Navigation abstracted away from the actual hierarchy as it’s held in the library. If I go to Site Actions > Site Contents

What you’ll see is the Pets page is hierarchically the same as Amazing.

I’ve given it the illusion as if it was underneath it. That’s a huge benefit for managing Navigation in a Publishing Site.

I mentioned that I was going to show you an Out of the Box Publishing Site.

This is a totally different Site Collection. In fact, I’m going to close the tabs on the other Site Collection just to keep it clear. Totally different Site Collection, but the Top Level Site used a Publishing Portal, another template in SharePoint, as a Top Level Site Template.

I’ll click Site Actions > Add a Page

I’ll name it “Awesome.

First off, you can see that you don’t see the word “Site Pages”, because actually there are no site pages in this particular template, it doesn’t create a site pages library.

Just out-of-the-Box creates a Pages Library.

SharePoint choose a default page layout so I’ll type “Rad!” and make it a little bit bigger.

Some of the awesome things available in SharePoint with just like Inline editing. That’s probably pretty ugly in seeing. I’ll click save.

Right out-of-the-Box it’s added it to the current Navigation. If I look behind the scenes, if I click Site Actions > Site Settings.

 

I don’t have to do any further configuration.

If I click Navigation, this is Navigation in a Publishing Site Out of the Box, it’s configured to use managed Navigation.

It’s using it for both the Global Navigation which is the Top Link Bar in a Collaboration Site, and the Current Navigation which is a Quick Launch Bar in a Collaboration Site.

Automatically using those is already created a term set. I don’t have to do any further configuration. I just have to start in creating content which is awesome.

I do tend to like to use templates that come Out of the Box being configured to use the publishing Navigation, but you don’t have to.

You can start with the Collaboration Site > Activate the Publishing Feature at the Site Collection, then at the Site Level, and you can use the full functionality of Navigation. That’s configuring Navigation in SharePoint in Publishing Sites.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

The post How to Configure Navigation in SharePoint Publishing Sites appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/configure-navigation-sharepoint-publishing-sites/feed/ 0
Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature https://www.interfacett.com/blogs/configuring-sharepoint-navigation-publishing-site-activating-publishing-feature/ https://www.interfacett.com/blogs/configuring-sharepoint-navigation-publishing-site-activating-publishing-feature/#respond Wed, 29 Mar 2017 21:48:46 +0000 https://www.interfacett.com/?post_type=infct_blogpost&p=11035 For more SharePoint training videos in this series, see: Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint Part 2 – Using Navigation Controls in a Publishing Site in SharePoint Part 3 – » Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature « Part 4 – How to Configure Navigation in … Continue reading Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

The post Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint

Part 2 – Using Navigation Controls in a Publishing Site in SharePoint

Part 3 – » Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature «

Part 4 – How to Configure Navigation in SharePoint Publishing Sites

Part 5 – Managing Lists and Libraries in SharePoint – An Overview

Part 6 – Creating Lists and Libraries in SharePoint


Video Transcription

In this SharePoint training video, we’re going to talk about configuring Navigation in a Publishing Site. In this video series we talked about Publishing a lot so this video will narrow down the topic of Navigation inside SharePoint.

When we talk about Publishing in SharePoint as it relates to Navigation, we’re talking about a differentiation in the controls and options presented to us in configuring that Navigation.  Publishing in SharePoint in this context is referred to as a Feature. A Feature in SharePoint can be activated at the Farm Level, Web Application Level, Site Collection Level and at the Site Level.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

First – The Publishing Feature must first be activated at the Site Collection Level.

If we want to work with the Publishing Feature, we need to be working at a Site Collection were it is already activated or we will need to activate ourselves.

Second – If we want to leverage the Publishing Navigation controls and work with manage metadata that is driving the Navigation (which will be covered in the next video), we’re are going to activate the Publishing Feature at the Site Level so that there are dependencies.

In order to activate it at the Site Level, you need to be in a Site Collection where it’s been activate at the Site Collection Level.

Some Features are activated at the Site Collection Level while other Features are activated at the Site Level. The Publishing Features has a dependency where you have to have the Publishing Feature activated at the Site Collection Level in order to turn it on at the Site Level.

This is done in one of a few different ways, the first way is you have a site such as a Team Site which really falls into the Collaboration category and you go in after and activate the Publishing Feature at the Site Collection Level and then you activate it at the Site Level and now you can manage the Navigation with all the features and functionality of the Publishing Feature via the Site Navigation Control Settings which we will cover in the next video.

Another way to activate the Publishing Feature is to choose a template as the Top Level Site of a Site Collection that’s’ one of the templates that is part of creating that Site it will run the script it needs and look at the Features that are activated and it will already activate the feature at the Site Collection and the Site Level.

We’ll look at an example in a future video, Publishing Portal. When we have a Site Collection and we base the Top Level Site on the Publishing Portal we already have the Publishing feature and everything is already configured and read to go.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

You’ll see both scenarios in action in the next video. We want to understand conceptually that Publishing is a Feature it is a Site Collection Feature and a Site Level Feature and some templates, as part of the creating them will use the Publishing Feature and if you create a Site Collection and choose a template that has this configured at the Top Level Site, it will configure all the things it needs to have it ready to go out-of-the-box.

Most of the time when I’m doing SharePoint deployments, I will purposely categorize my Site Collections as either Collaboration or Publishing. While it’s possible to activate the Publishing Feature after deployment (which we’ll see in the next video), I prefer to use templates that were designed with the Publishing Feature in mind at the time they were designed and Collaboration template that are not necessarily thinking about the Publishing Feature when they were designed so out-of-the-box, it’s not turned on in these Sites. Which we will compare and contrast in the next video.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/configuring-sharepoint-navigation-publishing-site-activating-publishing-feature/feed/ 0
Using Navigation Controls in a Publishing Site in SharePoint https://www.interfacett.com/blogs/using-navigation-controls-in-a-publishing-site-in-sharepoint/ https://www.interfacett.com/blogs/using-navigation-controls-in-a-publishing-site-in-sharepoint/#respond Wed, 29 Mar 2017 17:06:47 +0000 https://www.interfacett.com/?post_type=infct_blogpost&p=11004 For more SharePoint training videos in this series, see: Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint Part 2 – » Using Navigation Controls in a Publishing Site in SharePoint « Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature Part 4 – How to Configure Navigation in SharePoint … Continue reading Using Navigation Controls in a Publishing Site in SharePoint

The post Using Navigation Controls in a Publishing Site in SharePoint appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – Using Navigation Controls in a Collaboration Site in SharePoint

Part 2 – » Using Navigation Controls in a Publishing Site in SharePoint «

Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

Part 4 – How to Configure Navigation in SharePoint Publishing Sites

Part 5 – Managing Lists and Libraries in SharePoint – An Overview

Part 6 – Creating Lists and Libraries in SharePoint


In this SharePoint training video, we will cover Navigation Controls in a Publishing Site.

In our other training video Using Navigation Controls in a Collaboration Site, we had a Site Collection that started with the Top Level Site of the Site Collection base on the Team Site Template and we created a subsite. In this video, moving from that Site Collection and into a totally different Site Collection where I’ve chosen the Team Site as the Top Level Site Template.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Typically, a Team Site is the Site using SharePoint Collaboration Tools and is used primarily with Collaboration. But I want to take a moment show you that when use Navigation Controls in a Publishing Site it can be because the Top Level Site Template that was chosen was in the category of Publishing or it can be because somebody with the right authority turned on the Publishing Feature.

In fact, if you choose a Site Template that is in the category of Publishing that’s actually happening so I want to talk about that for a moment and to show you the context of what it looks like.

Right now this is a new Site Collection were the Top Level Site is based on a Team Site Template. I’ve named it TeamSitePub and the Publishing Feature is not to play here so if I go to edit the Quick Launch Bar and do the same way I did my other video.

If I want to get there via Site Settings, I go to Site Actions > Site Settings

You’ll see right now under Look and Feel there is my link to the Quick Launch Bar.

And the link to the Top Link Bar and there’s even a tree new control we talk about in the first video Using Navigation Controls in a Collaboration Site .

What I’m going to do is activate at the Site Collection level of Publishing Feature and to do that I will use the subheading of Site Collection Administration options.

If I wasn’t a Site Collection Administer I wouldn’t see any of these links and if I wasn’t at the Top Level Site I would see the heading but I wouldn’t see any of the links, it would just be a message to go to the Top Level Site. You can only manage the Site Collection via these links from the Top Level Site of the Site Collection.

This is nice to see within the hierarchy because if you have a bunch of Team Sites in one Site Collection it might be hard to know where you are in the hierarchy and at least you can see from the Top Level Site.

If you can see all the links then you are a Site Collection Administrator and you are at the Top Level Site of the Site Collection.

One of the options is one year called Site Collection features.

We’re going to have a video where we talk about the features matrix where you can activate or deactivate features at different levels in the SharePoint hierarchy, remember we talked about the SharePoint Farm, Web Application and Site Collection in the Site in the previous video.

Site Collection features is a matrix of features that are turned on or turned off at the Site Collection Level. What this means is the template that I chose for the Top Level Site has in the script that SharePoint uses to create that are the definition file the uses to create that site it has which features should be turned at both the Site Collection Level which would be out here which is where I’m going now and it would set a matrix of features which are activated or not activated at the individual site level.

So whatever we do here at the Site Collection Level will potentially affect every site within the Site Collection but there are some features that you just have to actively that the site level and they just matter for that particular site that you’re in.

I’m on the Site Collection features page and this is where the Publishing Feature starts. It starts here at the Site Collection level. So I would have to come down here if I wanted to you can see a Team Site does not have the SharePoint Server public infrastructure (that’s with Publishing Features called) activated.

To activate it, I simply click activate you can see which features are activated for this Site Collection because there’s a blue button that says “Activate” and then there’s the buttons that says “deactivate”.

So I’m going to click Activate and what’s going to happen is it will run through whatever procedures need to happen to let SharePoint know at this Site Collection is going to be using the Publishing Feature.

Now some things that happen when we turn on the Publishing Feature are SharePoint is going to create additional SharePoint Groups that you can use to put users or Active Directory Groups into so that they can have the roles associated with those groups. You will have a group of Approvers, a group of Designers, a group of Hierarchy Managers. The things that are normally done in the context of content management more so than what we use our traditional SharePoint Groups for which is access controls.

The Publishing Feature has successfully activated and I can see that down here SharePoint Server Publishing infrastructure if I go from here to go the Site Actions > Site Settings

And click on Site Permissions.

I can see immediately that in this Site Collection there are actually extra groups that did not exist such as Hierarchy Managers, Designers, Approvers those of the group’s I’m talking about.

When you have just a normal Team Site that doesn’t have a Publishing Feature activated, it’s going to have “Owners”, ”Members”,  “Visitors” and Excel Services Viewers. So there are a couple of SharePoint Security Groups that get added.

Also if I click on Site Contents in the Publishing Site.

You’ll see that it created a few other Libraries including this Content and Structure Reports Library.

The Content and Structure Reports Library has a whole bunch of information about all the stuff that’s in this particular site here in this Site Collection.

I haven’t activated the Publishing Feature for this site I just activated it for the Site Collection. Once it’s been activated for the Site Collection I can go to each individual site in the Site Collection and I can activate the Publishing Feature at that site level.

Here are one of the things that happens when we activate the Publishing Feature even at the Site Collection level even though it’s not activated at the site level, if I go to Site Actions > Site settings.

I no longer see an option to select for the Quick Launch Bar.

I no longer see an option for the Top Link Bar. Instead, I see a link that says “Navigation”.

So setting up and working with the navigation controls on Publishing Sites that’s what we’re talking about I would click Navigation.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

When I click navigation, rather than driving things through a drag and drop feature where I can change orders and hand editing links (which you can still do in the browser through the Edit Links control) but on the settings page, it changes.

You have a series of radio buttons and check boxes. Depending on where you are, in this case the top ones greyed out “Display the Same Navigation Items as the Parent Site?” because I’m at the top level of the Site of the Site Collection. But you have a few options such as Manage Navigation, Structural Navigation and then within the structural navigation, you have “Shows Subsites and Show Pages?” and then within that you have Maximum Number of Dynamic Levels to go which in this case the default is 20.

If I click “Show Subsites”

I am controlling this for the Global Navigation.

When we turned the Publishing Feature on or the Publishing Features at paly, on the Site Settings Page you don’t see Quick Launch and the Top Link Bar, you now see Navigation.

When you click on Navigation you have a series of radio buttons and a series of check boxes that you used to set the overall navigation controls and how they’re going to be used. Such as what’s you’re going to use to administer them. This one will see is referred to as Global Navigation. You can see from this icon that is what we call the Top Link Bar in a Collaboration Site.

When you turn the Publishing Feature on, SharePoint stops calling it the Top Link Bar and they call it Global Navigation which makes sense because people are used to it pointing at things not on that site other than the main link that goes back to the homepage of that site.

Down here you see “Current Navigation”.

This is what is referred to in a Collaboration Site as the Quick Launch Bar. The placement is still Top Link Bar on the collaboration site and Global Navigation. They are in the same place and Current Navigation and Quick Launch Bar are just different terms pointing to navigation in the same place. It’s really whether the Publishing Features turned on or turn off and you can see that you get many different decisions as to how you want SharePoint to manage that navigation.

Once again all click the icon it will take me back to the homepage.

If I click the TeamSitePub link on the Top Link Bar at this point it’s now called Global Navigation.

I can still click the edit links I can still drag and drop I can still click the (+)

But when I go to the actual settings page.

This really where I’m going to see the main difference in the Navigation Controls.

In another video, I will explore the Managed Navigation so that we can get an understanding of what this is because it’s new to a lot of people and it’s a pretty awesome feature in SharePoint.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Using Navigation Controls in a Publishing Site in SharePoint appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/using-navigation-controls-in-a-publishing-site-in-sharepoint/feed/ 0
Using Navigation Controls in a Collaboration Site in SharePoint https://www.interfacett.com/blogs/using-navigation-controls-collaboration-site/ https://www.interfacett.com/blogs/using-navigation-controls-collaboration-site/#respond Mon, 27 Mar 2017 19:30:30 +0000 http://www.interfacett.com/?post_type=infct_blogpost&p=10653 For more SharePoint training videos in this series, see: Part 1 – » Using Navigation Controls in a Collaboration Site in SharePoint « Part 2 – Using Navigation Controls in a Publishing Site in SharePoint Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature Part 4 – How to Configure Navigation in SharePoint … Continue reading Using Navigation Controls in a Collaboration Site in SharePoint

The post Using Navigation Controls in a Collaboration Site in SharePoint appeared first on Interface Technical Training.

]]>


For more SharePoint training videos in this series, see:

Part 1 – » Using Navigation Controls in a Collaboration Site in SharePoint «

Part 2 – Using Navigation Controls in a Publishing Site in SharePoint

Part 3 – Configuring SharePoint Navigation in a Publishing Site – Activating the Publishing Feature

Part 4 – How to Configure Navigation in SharePoint Publishing Sites

Part 5 – Managing Lists and Libraries in SharePoint – An Overview

Part 6 – Creating Lists and Libraries in SharePoint


In this SharePoint training video, I want to talk about the Navigation Controls in SharePoint. They tend to fall into two kind of different categories; one with the navigation controls in a typical Collaboration Site such as a Team Site or a Project Site. These are Sites that are based on the Team Site Template or the Project Site Template. There are several other collaboration Site templates as well but we’ll focus on one on the Team Site Template you will be able to take that knowledge and apply it any Site that’s based on what we call the Collaboration Category.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

The second example are Sites which really use something called the Publishing Feature and there’s a set of templates that use the Publishing Feature have it involved in the navigation options change a little bit in the terminology changes a bit so will keep the publishing Site navigation in another video.

This video is about Navigation in a SharePoint Collaboration Site.

I have my Site Collection here drawing a diagram first and I chose as the top level Site template that out-of-the-box template Site template meaning one in the SharePoint to my farm administrator which is me of course and said “hey can you give me a new Site Collection and base the top level Site on the Team Site Template that was executed by SharePoint and then I have this to start with so that’s what I mean by “out-of-the-box”.

I named the Site “Site class demo Site”. It’s a Team Site Template in the main navigation controls really fall in these areas.

This area here when you’re talking about the collaboration Site you and SharePoint will refer to this as a Quick Launch Bar. The Quick Launch Bar typically, like all the navigation controls in SharePoint, can be configured to have links that take you somewhere and you can configure those links and take you anywhere in the internet. But the main idea or that out of a box implementation, the way SharePoint tends to work is those links and point to things that are in the in that SharePoint Site so they can point to things that you might find if you were to go to that Site and click this icon test link.

If you click the Site Contents link.

You’re going to see a display or a view of all of the different Lists and Library Apps that are in this Site.

Typically, if you add a List or Library App to this area you’re adding into that Site and generally it will appear in the Quick Launch Bar or the Quick Launch set of links.

This is not always the case, you can go in either through the App Settings or by editing the Quick Launch Bar or through the Sites Settings Page and change what appears on the quick launch bar.  Most the time as you add Apps and List and Libraries to your Site then they will appear in the Quick Launch Bar.

Also there’s this logo.

This logo is usually one of the first things people who want to brand or customize the way SharePoint looks will change that logo for company logo but whatever image they put in there that will take you to the homepage of the Site that you’re on.

So the Quick Launch Bar again is over here on the left side. That logo appears up in the upper left hand corner and then that Site Contents link you’ll see here.

If you want to see which Lists or Library Apps are in this Site you can click that if you have the right permissions and you have the correct permissions to access everything in that Site which you would if you’re the Site Collection Administer, you’ll see everything that’s visible through the browser here.

Now as the case in SharePoint, there actually are a few ways to get to that Site Contents page if I’m a Site-collection administrator I can come up and click on this gear icon.

That gear icon traditionally appeared in previous versions of SharePoint as the Site Actions Menu so I still called the Site Actions Gear. If you click that year depending on your permissions you’ll get a set of actions you’ll get a set of links that do something.

One of those is a Site content so if I click that, it’s taking me to the same place as this Site Contents over here in the Quick Launch Bar.

This is actually the same page so a few ways to get there.

The Quick Launch Bar again tends to show you things in this Site that that’s what people are used to because that’s what the out-of-the-box SharePoint experience does in most cases.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

I can add a link right there to Interface Technical Training I can just click edit links.

I can click the (+) link and SharePoint will say “ok when you want to add a link to”

I can type Interface Technical Training and then I would give the address I want people to be sent to when they click that link this is that address the href if I was doing HTML www.InterfaceTT.com and you can even click the link to try it which I do recommend but in this case to my virtual environment I’m a little locked down so it’s not to be lots of the internet

As you can see when I’m done and I click save that is one way to actually add a link to the Quick Launch Bar.

You can click and it links and you can click Add links and put in whatever you want you’re not limited to linking things inside a SharePoint.

You may notice here that on the left Site there’s not a 100%.

I have a link to documents, a link to interface technical training and a link to on Site Contents and home. I don’t’ have a link to Site Assets library.

What I can do is I can click edit links and I can grab it with my Site Contents page and I can drop it where it says drag and drop links here.

Now I’ve actually added something that way that’s another way to the edit links in the Quick Launch Bar I can hand at it than I can drag and drop them from somewhere in SharePoint over to the Quick Launch Bar.

I can actually create new App so I’ll click Add an App.

I’ll add a new contacts list so just like Sites are based on templates, Lists and Libraries are based on templates.

They give us of a bunch of templates out-of-the-box in SharePoint. In fact I’m type in the word contacts here because I know that name and I  give me a new App, or a new list of contacts people’s first name last name email address etc. and I’ll call it Vendors.

I’m creating a list of vendors who are contacts so I’ve based it on the contacts list template and when I go ahead and look at the Quick Launch Bar as I’d added that you can see that added a subheading named Recent and it added my Vendor list to the Quick Launch Bar.

That’s what I meant when I said that users are very familiar with the idea that things in the Quick Launch Bar tend to point to things in that Site but I’ve shown you that’s not something you’re restricted to. You can add links anywhere you like.

Now I click edit links again.

I can also rearrange these links they made this awesome in SharePoint 2013. Now I can mouse and hold down that vendors list and I can drag it up under documents.

I’ll drag it a little more to the left so it’s on the same appearance of the hierarchical level as documents and I can actually delete links by clicking the “X”.

I can get rid of Interface Technical Training and Site pages and get rid of a recent.  I’m just going to adjust my Quick Launch however I like whatever I want that appears to be.

Another way to edit the Quick Launch Bar in a Collaboration Site is to go the traditional route which his Site actions > Site settings.

If your Site Collection administrator or Site owner you’re going to Site actions > Site settings or list >  lists settings or library > library setting quite a bit.

If I come over here under look and feel on the Site settings page.

You’ll see that the Quick Launch Bar has its own link right there so I can click Quick Launch and then what I’ll get is it feels like an old school way to edit the links but you can change the order.

You can add a new link which is very similar to what you do through the browser on the other side where we said “get a new link”  and it gave us a little form. You can even a new heading to your link so there’s a couple things that you can do editing the Quick Launch Bar in this way as well.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Now if I come over here to Site actions > Site settings there’s one more option that I have in the Quick Launch Bar and that is this thing called “Tree view”.

This gives a little bit more of a hierarchal appearance and you can enable the Quick Launch Bar and enable the Tree View. You can disable the Quick Launch Bar and just enable the Tree View.

Or you can uncheck both of those and now you essentially got rid of the Quick Launch Bar and the Tree View.

I’m going to go back and click the Tree View and I’m going to enable tree view.

When I do that you should see that the hierarchy here looks like what we typically get what we think of something like content and structure.

We talked about that is two different main types navigation one is Collaboration Sites like a Team Site like this one and another one is Publishing Sites. The Publishing Site gives us this thing called a Content and Structure Reports and here we see that we can navigate the hierarchy with these little fly out menus and if we have sub-folders in or lists and libraries.

So this can be something that you may want to turn on and some people like this I tend to prefer a little bit more of a traditional one – that’s just my personal preference. So I’ll turn that back to the original which is Quick Launch and I will not enabled tree view by unchecking it and enable Quick Launch.

Finally there are two other controls one of them is this Top Links Bar.

We call this the Top Links Bar in the Collaboration Site and the other one is this bread-crumb trail. Now the Top Links Bar tends to point to things not on the Site. Although it says class demos and by the way that’s the name of Site if I were to create a sub-Site which I will do now by doing Site actions > Site content.

Then I’ll scroll down at the very bottom of the Site Contents page is a new subSite.

So I’m adding to the hierarchy of my Site Collection so I started with this team Site here and I went to Site actions > Sites Content and I chose new subSite and it’s going to put that new subSite just below the top level Site and I’m going to choose the template to base that subSite on and then I’m going to make a decision as far as navigation of “do I want to use the same top-links bar as the parents?” which will give a nice consistent navigation throughout the Site Collection or do I want to start over essentially with the new navigation control in the top link bar and starts here? Also I’m going to have some options relating to the Quick Launch Bar.

I’m going to name this “subSite > subSite”

Then you can see the where it put this one layer down.

So if someone in this environment typed in the address to get to the top level Sites of that Site Collection and then I get my option of choosing which can option to base this subSite on.

I will keep it as a team Site and down here and will leave the default as far as permissions but here’s my section about navigation.

Now if I click yes and change the radio button here from no to yes then I’m going to get the quick launch from the parents Site and that would be a little bit unusual in most cases for users so the default is no. Each Site its own quick launch, that’s what users are probably going to expect. Then I have this option here which is set to yes “do I want to display this Site on the top link bar of the parent Site? That most-likely is yes that way people can see this Site from the top link bar of the parent Site.

The Navigation Inheritance default is set to “no don’t use top link from the parent Site” which means this Site’s top link bar would have itself as the first thing on the left which will see moment but I’m going to change that to yet to have a consistent look and feel.

When I click create here by making those decisions in a collaboration Site on the top link bar now I’m using the top link bar from the parent and I’m showing my Site in that top link bar so you see with that does on the top link of the parent, class demos is here if I click that Class Demos link I’m taken up one level but my Site’s subSite appears here.

Had I chosen not to inherit this from the parent when I went to the sub-Site then this sub-Site would be over on the left side. So it’s really up to you if you want that consistent look and feel I’d tend to find my users do like that when they’re in the Site Collection.

So that is the Navigation Controls we got the Quick Launch we got you can set the Tree View control you can edit the links using the in-line editing and you can click the Site Contents link to see all the different lists and library apps that are available in this particular Site as you add apps to SharePoint they tend to appear on the quick launch within that Site when you create a sub-Site you have many choices relating to the top link bar which you see here.

The Top Link Bar is really meant to point to things not on your Site in most cases other than is usually a link to the Site itself.

You can connect this to go through out the hierarchy, that’s up to you. You’ve got the logo that will take you back to the homepage of the Site you’re on.

If I know this I can click on the subSite down one level if I click on its logo it takes me to homepage. I got the Site Actions gear over here where I can get to the Site Settings page to configure things in Site and Site Collection in the Site Contents page.

Which shows me the List and Libraries App.

That covers the SharePoint Navigation Controls within the context of a Collaboration Site when not using the Publishing Feature.

For Instructor-Led SharePoint Training, see our SharePoint Course Schedule 

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Using Navigation Controls in a Collaboration Site in SharePoint appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/using-navigation-controls-collaboration-site/feed/ 0
Great SharePoint 2013 Books by Role https://www.interfacett.com/blogs/great-sharepoint-2013-books-by-role/ https://www.interfacett.com/blogs/great-sharepoint-2013-books-by-role/#respond Wed, 09 Nov 2016 17:15:06 +0000 http://www.interfacett.com/blogs/?p=?p=23690 Great SharePoint 2013 Books by Role Students often inquire about books I like to help them with their SharePoint 2013 Journey. I have a lot of SharePoint books, in fact I love SharePoint books but I don’t expect most students to be able to invest the time and resources necessary to really go through a … Continue reading Great SharePoint 2013 Books by Role

The post Great SharePoint 2013 Books by Role appeared first on Interface Technical Training.

]]>
Great SharePoint 2013 Books by Role

Students often inquire about books I like to help them with their SharePoint 2013 Journey.

I have a lot of SharePoint books, in fact I love SharePoint books but I don’t expect most students to be able to invest the time and resources necessary to really go through a SharePoint 2013 book so I offer these suggestions, by role as what I would say are great choices if I could only buy one in each category.

Site Owner

001-site-owner-plain-simple

This book is excellent for any level in SharePoint 2013: End User, Power User, Site Owner and Site Collection Administrator.

If someone is going to be a Site Owner (or above) I would suggest this book as a great helper!  It’s very well written and has a ton of information that I find useful every day I work with SharePoint 2013.

Site Collection Administrator

002-site-collection-administrator

I love this book for Site Collection Administrators.  It offers real workable examples of using SharePoint 2013 as a no code platform.  An excellent resource.

Farm Administrator

003-farm-addministrator-sharepoint

I love this book.  I loved the last version as well.  My copy looks like it’s been through the washing machine but it’s just that I’ve spent so much time with it that it feels like a friend.  The writing style of the authors allows for their sense of humor to come across and while it does get VERY technical at times (due to its intended audience) it does so in such a way that I always find myself smiling while reading it.

PowerShell for SharePoint Administrators

004-powershell-for-sharepoint-administratorsfarm

So far, I haven’t gotten a book by Steven Mann that I didn’t love.  This is an amazing book and its approach is so practical and simple.  I love this book.

Governance / Architect

005-governance-in-sharepoint

Often time’s people ask me if there are any books on Governance or aimed at those responsible for Architecting SharePoint 2013.  The answer is yes and this is the book.  This book proved an incredible resource for me (along with TechNet) when working as a SharePoint Consultant designing and implementing SharePoint from scratch.  The author’s obvious deep understanding of the technology along with their ability to translate those concepts in plain English makes this book an easy read on a difficult topic to master.

Branding

005-sharepoint-branding

If you are going to do any branding on SharePoint 2013 outside of themes I suggest you read this book cover to cover and do all the exercises / examples.  This book is so good.  I had the last one and it was just as good.

When I worked as a consultant the inevitable “that’s awesome but can you make it look like this?”… This is the book that helps explain that the definition of the word ‘like’ is very important.  Do you mean like as in similar too, or as in exactly like…this book helps a lot with understanding what’s entailed in all levels of projects in Branding SharePoint 2013.  ….Amazing.

Business Intelligence

006-business-intelligence-in-sharepoint

This book is an excellent starting point for leveraging the Business Intelligence Features of SharePoint 2013.  By the end of the book the reader will have a thorough understanding of the options in this very exciting area of SharePoint 2013!

Developer

007-sharepoint-developer

Being a SharePoint 2013 Developer can mean a lot of different things.  You can be a JQuery type developer who brings a tremendous amount of custom UI level enhancements all the way to a hard core C# / ASP.NET Developer leveraging the lowest level API’s to a JavaScript Developer who leverages the CSOM (Client Side Object Model) .

This book is a great place to start.  I think students will get the most out of a book like this if they already have experience with SharePoint up to a Site Collection Administrator and have a working knowledge of:

C#

ASP.NET Web Forms

JavaScript

HTML

CSS

Visual Studio

With those skills and this book and a great SharePoint testing and development environment one can master the fundamentals.

This particular area is ever moving but this is a great start.

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

The post Great SharePoint 2013 Books by Role appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/great-sharepoint-2013-books-by-role/feed/ 0
Part 1 – Importing a CSV file into SharePoint 2013 – Introduction https://www.interfacett.com/blogs/part-1-importing-a-csv-file-into-sharepoint-2013-introduction/ https://www.interfacett.com/blogs/part-1-importing-a-csv-file-into-sharepoint-2013-introduction/#respond Wed, 05 Oct 2016 20:58:29 +0000 http://www.interfacett.com/blogs/?p=?p=23380 In this SharePoint 2013 training videos series, we’re going to take you step-by-step through the process of taking a Comma Separated Values (CSV) text file, with some data inside of it, importing it into Excel, preparing the Excel document, and then importing that into SharePoint 2013. Download the CSV file. Download the Products.csv file. 5 … Continue reading Part 1 – Importing a CSV file into SharePoint 2013 – Introduction

The post Part 1 – Importing a CSV file into SharePoint 2013 – Introduction appeared first on Interface Technical Training.

]]>

In this SharePoint 2013 training videos series, we’re going to take you step-by-step through the process of taking a Comma Separated Values (CSV) text file, with some data inside of it, importing it into Excel, preparing the Excel document, and then importing that into SharePoint 2013. Download the CSV file.

Download the Products.csv file.

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

For instructor-led SharePoint training, see our class schedule.

The SharePoint list, once it’s put into SharePoint, will have all of the data we imported, and then we’re going to go ahead and add a Retail Price column to that list.

001-import-csv-text-file-into-sharepoint-2013

The Retail Price column is going to be based on a calculation that we’re going to perform on the unit cost of the product that was brought in.

When we’re done, we’re going to have a numerous products that belong to different departments and have different price ranges. Then we’re going to go through the process step-by-step of creating different views, or ways of looking at the data in that list.

We then will have a view of all the products by department that looks like this:

002-import-csv-text-file-into-sharepoint-2013

You can see that there are 28 products in the Accessories Department, and if we expand that down, you can see them sorted by Retail Price from low-to-high.

003-import-csv-text-file-into-sharepoint-2013

We’re also going to be creating several views on the list of the ProductsByPrice. For example, all of the products that are under $50,” so we’ll create a view.

004-import-csv-text-file-into-sharepoint-2013

Next, we will create a view of products that are between $50 and $100, and finally we’ll create a view of products that are over $100.

005-import-csv-text-file-into-sharepoint-2013

When we’re finished, we’re going to create a series of dashboard pages and add to the navigation of the Quick Launch bar. We’re going to have one page that’s a dashboard of the ProductsByDeparment.

006-import-csv-text-file-into-sharepoint-2013

We’re going to have another dashboard that’s going to be of the ProductsByPrice and Department.

Here is the ProductsByPrice and Department.

007-import-csv-text-file-into-sharepoint-2013

You can see that products that are under $50, which are sorted by Department.

008-import-csv-text-file-into-sharepoint-2013

Then users can quickly come in and expand that, and they can see the individual products that are under $50 in the accessories department, etc…

009-import-csv-text-file-into-sharepoint-2013

We’re also going to have a page that just shows the ProductsByDepartment, which is leveraging that view.

010-import-csv-text-file-into-sharepoint-2013

You can see within each department, it has the full range of prices of each of the products. They’re grouped by Department.

All of this is going to be done with out‑of‑the‑box SharePoint functionality. None of it it’s going to require custom programming. We’re even going to go through the process of making our products by DepartmentsByPrice, dashboard page. We’re going to go ahead and make that our home page of our new sub‑site.

Because there’s a lot of information for this, we’re breaking this up into five steps-by-step videos.

This is the intro.

The next topic will be preparing the Excel file. Then we’ll go ahead and use that Excel file, that’s now brought in as an XLSX file from the CSV, into SharePoint, and create the list.

Then we’ll do a bunch of work on the list; add the calculated column and create the views. Next we will create the Dashboard pages, add them to the navigation and set one of them as the home page.

Hopefully, you’ll find this really useful. Again, all of this out‑of‑the‑box. No special programming, no workflows, not even using SharePoint Designer. Just out‑of‑the‑box collaboration team site and a CSV file. Enjoy.

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

 

The post Part 1 – Importing a CSV file into SharePoint 2013 – Introduction appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/part-1-importing-a-csv-file-into-sharepoint-2013-introduction/feed/ 0
Part 2 – How to Import a CSV Text File into SharePoint 2013 – Preparing the Excel File https://www.interfacett.com/blogs/part-2-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file/ https://www.interfacett.com/blogs/part-2-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file/#comments Wed, 05 Oct 2016 20:58:06 +0000 http://www.interfacett.com/blogs/?p=?p=23397 SharePoint Video Training Series – Importing a CSV file into SharePoint 2013. Introduction Prepare the Excel File Create the List in SharePoint 2013 Create the Views in SharePoint 2013 Create the SharePoint Home Page Dashboard For instructor-led SharePoint training, see our class schedule. This is part two of a five‑part SharePoint 2013 training videos about moving … Continue reading Part 2 – How to Import a CSV Text File into SharePoint 2013 – Preparing the Excel File

The post Part 2 – How to Import a CSV Text File into SharePoint 2013 – Preparing the Excel File appeared first on Interface Technical Training.

]]>

SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

For instructor-led SharePoint training, see our class schedule.
This is part two of a five‑part SharePoint 2013 training videos about moving data out of an Excel spreadsheet into SharePoint. Then we will leverage this using all out‑of‑the‑box functionality of SharePoint 2013. This video is Preparing the Excel file.

Download the Products.csv file.

001-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

I’m going to open it up in Notepad.

002-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

This is just a simple Comma‑Separated Values (CSV) file, and it has several headers.

003-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

We’ve have a Product ID column, Name column, Product Model column, Unit Cost, and a Product Department column.

All of these will be the individual header columns. They will become List Columns in SharePoint as we create our list. Then the data separated by commas.

First I’ll open up Excel 2013 because I’m going to go ahead and grab this into Excel first. I’m going to start a blank notebook, and then I’m going to click on the data tab, which is up in the ribbon.

004-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

I’m going to click that Data tab to activate the icons for putting data into an Excel workbook or worksheet. I’m going to highlight cell A1, just for good measure, and then I’m going to be getting the data from text.

005-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

It’s a CSV file. That’s a text file, so I’m going to choose “from text” in the ribbon.

After I choose that, I’m going to have to browse for the file, which I’ve left on my desktop, and I’ve just named it products.csv.

006-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Now Excel’s going to notifies us “that it found a file with data in it. Just want to make sure that we’re on the same page with understanding what that data is, and how you want me to bring it into Excel.”

007-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

The first default says, “Is this data delimited with characters such as commas, tabs separating each field?” This is separated by commas.

008-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

The next question is, “Does your data have headers?”

009-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Ours does so I’m going to go ahead and select, “Yes, this data has headers.” Then I’ll click next.

That helped Excel out a lot, and right now it’s looking for a tab delimited file.

010-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

It can select every tab, every time I hit tab if I was creating the file, would see that as a new column. But actually mine is not tab delimited.

Mine is comma delimited, so I’m going to change that to comma.

011-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

In this little data preview screen, you can see that Excel has already determined that our header is Product ID, Name, Product Model, Unit Cost, and Product Description.

012-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Everything looks good, so I’m going to click next.

Right now, I could go through each of these columns, and format them as I want. Everything looks good, but down here under unit cost column, I could theoretically, if I wanted to, click advanced

013-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Then change the decimal places.

014-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

We won’t do that now. We will do it when it gets into SharePoint, because it’s nice to know how to do that in SharePoint.

I’m done. It wants to validate the range that I want to create, and I’m going click OK.

015-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

That is the process of inserting everything into Excel. I’ve got the data in there; it’s always good to check everything.

016-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Now, what I’m going to do is format this data in Excel as a table. A1 is already selected. I’m just going to scroll down here. I’m using the mouse wheel. There’s several ways to do this, but I’m using the mouse wheel.

I’m going to find the last piece of data, which is in E87 in my case. I’m going to hold the shift key down, and click the right mouse key, and that will select that entire range.

017-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Then what I can do is click the home tab, and there’s an option up here in the ribbon to Format as Tables.

018-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

I’m going to click that drop‑down.

You can pick any style that you like. I’m going to go with the really simple one, where the top row is dark black as a background, and white text. I’m going to go ahead and click “OK.”

019-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

Now, the data is formatted as a table.

020-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

This gives me functionality. Excel tables are awesome, but one thing that I want to do is I want to go ahead to the design tab and I’m going to change the table name.

021-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

I’ll name is “Products” because, as I import this into SharePoint, it’s going to open the Excel file and go, “Which object in Excel do you want me to import and use as the data source for this list?” as I’m creating it. I want to go ahead and be able to say “table range,” and the table range is named table.

That’s about it, there. I’m going to now save this to my desktop. I’m going to actually call this file Products.xlsx, so it’s an XLSX workbook.

022-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file

I’ve now got my file ready to go. I’ve imported it into Excel. I’ve formatted it as a table, named the table as products, and save that to my desktop.

In the next video, we’ll get this data into SharePoint. That’s preparing the Excel file.

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

 

 

The post Part 2 – How to Import a CSV Text File into SharePoint 2013 – Preparing the Excel File appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/part-2-how-to-import-a-csv-text-file-into-sharepoint-2013-preparing-the-excel-file/feed/ 1
Part 3 How to Import a CSV Text File into SharePoint 2013 – Creating the list in SharePoint https://www.interfacett.com/blogs/part-3-how-to-import-a-csv-text-file-into-sharepoint-2013-creating-the-list-in-sharepoint/ https://www.interfacett.com/blogs/part-3-how-to-import-a-csv-text-file-into-sharepoint-2013-creating-the-list-in-sharepoint/#comments Wed, 05 Oct 2016 20:57:26 +0000 http://www.interfacett.com/blogs/?p=?p=23432 SharePoint Video Training Series – Importing a CSV file into SharePoint 2013. Introduction Prepare the Excel File Create the List in SharePoint 2013 Create the Views in SharePoint 2013 Create the SharePoint Home Page Dashboard For instructor-led SharePoint training, see our class schedule. This is part three of a five part SharePoint 2013 training videos series … Continue reading Part 3 How to Import a CSV Text File into SharePoint 2013 – Creating the list in SharePoint

The post Part 3 How to Import a CSV Text File into SharePoint 2013 – Creating the list in SharePoint appeared first on Interface Technical Training.

]]>

SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

For instructor-led SharePoint training, see our class schedule.

This is part three of a five part SharePoint 2013 training videos series on moving a Comma Separated Values (CSV) text file list into Excel, then getting that data into SharePoint and manipulating the data. We will do this with out-of-the-box SharePoint techniques with no special programming required.

Download the Products.csv file.

This one segment Creating the Lists in SharePoint. Now, I’m going to go ahead and start with a brand new fresh site.

001-importing-csv-file-into-sharepoin-2013-create-the-list

I don’t have to start with a fresh site, I could certainly do it here, but I want to keep my navigation nice and clean, to focus on the stuff we’re going to do in this training video.

I’m going to go to site contents.

002-importing-csv-file-into-sharepoin-2013-create-the-list

Just for reference, I’m on the top level site, a Site Collection, where the top level side was based on the Team Site Template with the Publishing feature not on. If you don’t know what that is, don’t worry about it, but it you do, you’ll understand what I mean. It’s just to let you know, I’m in a collaboration scenario.

I’m going to create a new subsite, and I’m actually going to call this subsite, “Products”. It’s going to be a products site. I will put it at the URL products.

003-importing-csv-file-into-sharepoin-2013-create-the-list

It’s going to be whatever the URL is to the top level site /products, and I’m going to say, “Site for our company Products.” Of course, it’s a fictitious company, it’s not really what it is. I’ll base the subsite on the teams site template.

004-importing-csv-file-into-sharepoin-2013-create-the-list

That is appropriate choice and I’ll leave all the settings default, except I’m going to select yes for the option of “Use the top link bar from the parent site?”.

005-importing-csv-file-into-sharepoin-2013-create-the-list

I’m asking it to display this site on the top link bar of the Parent Site, and then I’m saying, use the top link bar on the parent site, and that gives a nice effect, because what it does is it unifies the navigation experience on the top link bar between the site above it and this site here. Its Parent Site and its site will have the same navigation, so it’ll be a nice, fluid navigation.

If I quickly want to get from one to the other, I can do that simply by clicking the top link bar, If I make changes to the top link bar of the top link site, it’ll push down to this side as well.

You can see I’m on the Home page of my Products sub site, but I still have that top link bar. There’s the Class Demo’s site, and there is the link to my Product’s site.

006-importing-csv-file-into-sharepoin-2013-create-the-list

If I go back to the class demo’s site, because I ask this to appear, I can still see a link quickly to get back to my product subsite, where I’m going to do all my work for this particular video.

007-importing-csv-file-into-sharepoin-2013-create-the-list

The focus of this video is Creating a List in SharePoint. To do this, by importing a spreadsheet, I’m going to click Site Actions, the Site Actions gear in the upper right hand side.

008-importing-csv-file-into-sharepoin-2013-create-the-list

There’s other ways to do it too, but what I’m looking for is something that says Add an App so I’ll choose Add an App.

Then there are several different templates that appear.

009-importing-csv-file-into-sharepoin-2013-create-the-list

I’m looking for one that says Import Spreadsheets. Since I don’t see it right away, I’m just going to type the word “Import” and use that awesome search functionality on the app’s page of SharePoint 2013.

010-importing-csv-file-into-sharepoin-2013-create-the-list

I’m going to fill out some information. I’m going to call this Products. That means that this is going to be called the Products List. I’ll add a description, “Imported from products.xlsx,” on whatever the date is.

011-importing-csv-file-into-sharepoin-2013-create-the-list

You don’t have to put that there, but I find it handy, especially for migrating data from one location into SharePoint, and it used to be somewhere else. I find that to be useful information.

Then I’m going to browse. In this case it’s on my desktop, and it is called products.xlsx.

012-importing-csv-file-into-sharepoin-2013-create-the-list

This is the Excel file we prepared last time, on the last video [url] , which you can see in this series. Then I’ll click Import.

013-importing-csv-file-into-sharepoin-2013-create-the-list

It’s really nice to have some sample documents that you can have to really work with views, and understand some of the out of the box functionality of SharePoint. Again, that plain CSV file, which we show you how to get into Excel and prepare, is available for downloading on any of these five video blog posts.

This is a Table Range, because we format it as a table. On the top drop down, then I’m going to click here and find my table range, which is my Sheet1Product

014-importing-csv-file-into-sharepoin-2013-create-the-list

Then find named Table Range, so I’m going to click Import.

SharePoint’s will analyze the file. It’s going to go ahead and process the data, and then it’s going to create a new list in SharePoint, then import all that date into the list.

015-importing-csv-file-into-sharepoin-2013-create-the-list

It’s showing me 30 items at a time.

What I’m going to be checking here is these column names. I’ve got Product ID. One came in as Name One. One came in as Product Model. Unit Cost and Prod‑Dept.

016-importing-csv-file-into-sharepoin-2013-create-the-list

I will change the column to Name One to Product or Prod Description, just to make it easier, so to do that. I’m going to go to the List tab, and I’m going to go to List Settings.

017-importing-csv-file-into-sharepoin-2013-create-the-list

I’m going to click on Name One, which is a single line of text.

018-importing-csv-file-into-sharepoin-2013-create-the-list

And I’m going to change that to Prod‑Desc, for Product Description.

019-importing-csv-file-into-sharepoin-2013-create-the-list

I’m not going to change the data type, it’s fine. I just want to have it a little bit more friendly with what I’m working with.

Now I’ve got my column names as I want them, Product ID, Prod‑Desc, Prod‑Model, Unit Cost, etc., things like that, and then Department.

020-importing-csv-file-into-sharepoin-2013-create-the-list

Now, looks like these are coming sorted by price, but just to make sure, I’m going to sort the default view. I’m going to say Modify View.

021-importing-csv-file-into-sharepoin-2013-create-the-list

I’m just going to make sure that that default view is sorted by price.

022-importing-csv-file-into-sharepoin-2013-create-the-list

Well as it turns out, they happened to be sorted in Excel by price originally, but just in case, I’m going to go ahead and change the sorting from the ID column to the Unit Cost.

023-importing-csv-file-into-sharepoin-2013-create-the-list

I’m going to create a column called, Retail Price, but right now Unit Cost will be fine.

I want the least expensive products in the default view to be at the top, and the most expensive to be at the bottom. If I take a glance I can see that these seem to be obeying that just fine.

024-importing-csv-file-into-sharepoin-2013-create-the-list

I’ve got that ready to go. The data’s inside of SharePoint. Everything is good. I’ve even modified the column name, and I’ve modified the default view to be sorted by price. The next thing I want to do is add a column and I want it to be the Retail Price, and that’s going to be a Calculated Column. It’s actually going to use a calculation.

025-importing-csv-file-into-sharepoin-2013-create-the-list

It’s going to take the unit cost, whatever that value is, and it’s going to add that unit’s cost times 0.20, so the unit cost plus 20 percent.

 

=ROUND(([UnitCost} + ([UnitCost] * 0.20)),2)

Just as a safety precaution, I’m going to pass that to a round function {  ,2  } into SharePoint, just to make sure that I don’t have any unexpected rounding issues.

To do that, I’m going to click on the List tab, and I’m going to click Create Column.

026-importing-csv-file-into-sharepoin-2013-create-the-list

This will be a list column. I’m going to call this Retail Price. The data type for this is going to be calculated column, so I’m going to go ahead and click Calculated Column.

027-importing-csv-file-into-sharepoin-2013-create-the-list

Then I’m going to add my formula in there.

It’s really a good idea to put your formulas, at least what you type in, into Notepad or some text file. When you’re done, you’ll see what I mean here, because it’s easy to make a mistake here.

I’m going to say equals, and I’m going to say round. Let me round. It’s easy to make a mistake with your parens, so I’m going to put two parentheses here. Then I’m going to double click Unit Cost.

028-importing-csv-file-into-sharepoin-2013-create-the-list

Then I’m going to put a plus sign. Then I’m going to open another parentheses, and I’m going to double click Unit Cost, and I’m going to put a plus sign, and I’m going to put times 0.20.

029-importing-csv-file-into-sharepoin-2013-create-the-list

I’m going to close the parens for Unit Cost times 0.20. Close the parens for Unit Cost plus that. Put a comma, put a two, to round it to two decimal places, and then close that parens. Again, the formula is here.

030-importing-csv-file-into-sharepoin-2013-create-the-list

Now, what I would normally do is I’d copy that, paste it into Notepad or a text editor, just in case what I typed in is incorrect, which it does happen more often than not, for me, because I’m not perfect. The problem is it doesn’t let you start from where you left off, and you can have some fairly sophisticated formulas, so that’s something that I tend to do.

I want to return this as currency, so I’m going to select that.

031-importing-csv-file-into-sharepoin-2013-create-the-list

Even though I’ve passed it to the round function of two decimal places, I’m also going to choose Return the Number of Decimal Places to two, and I’m going to click OK.

032-importing-csv-file-into-sharepoin-2013-create-the-list

If I typed my formula in correctly, or at least syntactically correctly, I’ll get some results, and then usually in production I like to do some cursory calculator checks, just to make sure that I’m getting what I’m expecting to get. This looks like it’s coming out right. $20 + 20 percent should be $24, so that looks good.

033-importing-csv-file-into-sharepoin-2013-create-the-list

Now, it’s ready to go. The next video we’re going to go ahead and create the views and then in the last video, we’ll create the dashboards.

Spike Xavier
SharePoint Instructor – Interface Technical Training
Phoenix, AZ

5 Part SharePoint Video Training Series – Importing a CSV file into SharePoint 2013.

  1. Introduction
  2. Prepare the Excel File
  3. Create the List in SharePoint 2013
  4. Create the Views in SharePoint 2013
  5. Create the SharePoint Home Page Dashboard

The post Part 3 How to Import a CSV Text File into SharePoint 2013 – Creating the list in SharePoint appeared first on Interface Technical Training.

]]>
https://www.interfacett.com/blogs/part-3-how-to-import-a-csv-text-file-into-sharepoint-2013-creating-the-list-in-sharepoint/feed/ 2