Bates / Smith SharePoint 2010 User's Guide

Learning Microsoft's Business Collaboration Platform
3rd ed
ISBN: 978-1-4302-2764-9
Verlag: Apress
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 504 Seiten

Microsoft SharePoint Foundation 2010 and SharePoint Server 2010 provide a collection of tools and services you can use to improve user and team productivity, make information sharing more effective, and facilitate business decision-making processes. In order to get the most out of SharePoint 2010, you need to understand how to best use the capabilities to support your information management, collaboration, and business process management needs. This book is designed to provide you with the information you need to effectively use these tools. Whether you are using SharePoint as an intranet or business solution platform, you will learn how to use the resources (such as lists, libraries, and sites) and services (such as publishing, workflow, and policies) that make up these environments. Information and process owners will be given the knowledge they need to build and manage solutions. Information and process consumers will be given the knowledge they need to effectively use SharePoint resources. In this book, Seth Bates and Tony Smith walk you through the components and capabilities that make up a SharePoint 2010 environment. Their expertise shines as they provide step-by-step instructions for using and managing these elements, as well as recommendations for how to best leverage them. As a reader, you'll then embrace two common SharePoint uses, document management and project information management, and walk through creating samples of these solutions, understanding the challenges these solutions are designed to address and the benefits they can provide. The authors have brought together this information based on their extensive experience working with these tools and with business users who effectively leverage these technologies within their organizations. These experiences were incorporated into the writing of this book to make it easy for you to gain the knowledge you need to make the most of the product.

Seth Bates is the manager of product development for Private Client Resources (PCR), located in Wilton, Connecticut. PCR is the aggregation, reporting and service partner to leading private banks, single and multi-family offices, and rich Internet applications. Bates coauthored both SharePoint 2007 User's Guide: Learning Microsoft's Collaboration and Productivity Platform and SharePoint 2003 User's Guide. He has been a technical editor for many other SharePoint books, published articles in technical journals and spoken at industry events. Bates has over 12 years of experience engineering business solutions, primarily using Microsoft technologies. With experience in all phases of the software engineering life cycle, he brings a broad mix of business analysis, solution design, technical implementation and quality control expertise to his work.

Autoren/Hrsg.

Bates, Seth

Smith, Anthony

Smith, Roderick

Inhaltsverzeichnis

1;Title Page;1
2;Copyright Page;2
3;Contents at a Glance;3
4;Table of Contents;4
5;About the Authors;15
6;About the Technical Reviewer;16
7;Acknowledgments;17
8;Introduction;18
8.1;Who This Book Is For;18
8.2;How This Book Is Structured;18
9;CHAPTER 1 Introduction to SharePoint Technologies;22
9.1;What Is Microsoft SharePoint 2010?;23
9.2;Uncovering the Evolution of SharePoint;24
9.3;Exploring What’s New in SharePoint 2010;25
9.4;Understanding the Value of SharePoint 2010;26
9.5;Knowing the Building Blocks;26
10;CHAPTER 2 Sites;28
10.1;Understanding Sites;29
10.2;Understanding Site Layouts;31
10.2.1;Using Team Sites, Document Workspaces, and Group Work Sites;31
10.2.1.1;Team Site Template;34
10.2.1.2;Blank Site Template;35
10.2.1.3;Document Workspace Template;35
10.2.1.4;Group Work Site Template;37
10.2.2;Using Meeting Workspaces;38
10.2.2.1;Basic Meeting Workspace Template;40
10.2.2.2;Blank Meeting Workspace Template;40
10.2.2.3;Decision Meeting Workspace Template;41
10.2.2.4;Social Meeting Workspace Template;42
10.2.2.5;Multipage Meeting Workspace;43
10.2.2.6;Recurring Meeting Workspace;44
10.2.3;Using Blog Sites;45
10.2.3.1;Blog Site Template;46
10.3;Navigating Sites;47
10.3.1;Navigating Through Sites;48
10.3.2;Navigating Within Team Sites, Document Workspaces, and Group Work Sites;48
10.3.3;Navigating Within Meeting Workspaces;50
10.3.4;Navigating Within Blog Sites;50
10.3.5;Navigating Through Sites Using Mobile Devices;51
10.4;Using the Ribbon;52
10.5;Creating Sites;52
10.5.1;Creating Subsites;53
10.5.2;Creating a New Document Workspace from a Document in a Site;54
10.5.3;Creating Advanced Sites Using Office;55
10.5.3.1;Creating Meeting Workspaces with Outlook;55
10.5.3.2;Creating a New Document Workspace with Office;57
10.6;Managing Site Security;58
10.6.1;Managing SharePoint Groups;59
10.6.1.1;Creating SharePoint Groups;59
10.6.1.2;Editing SharePoint Groups;60
10.6.1.3;Deleting SharePoint Groups;60
10.6.1.4;Adding Users to SharePoint Groups;61
10.6.1.5;Removing Users from a SharePoint Group;61
10.6.1.6;Viewing SharePoint Group Permissions;62
10.6.2;Changing Permission Inheritance for a Site;62
10.6.3;Managing Permission Levels;63
10.6.3.1;Adding Permission Levels;64
10.6.3.2;Creating a New Permission Level as a Copy of an Existing Permission Level;65
10.6.3.3;Editing Existing Permission Levels;65
10.6.3.4;Deleting Existing Permission Levels;66
10.6.4;Managing Site Collection Administrators;66
10.7;Changing Site Details;67
10.8;Updating the Site Title, Description, URL, and Logo;67
10.9;Customizing Navigation Options;67
10.9.1;Configuring Tree View Options;67
10.9.1.1;Configuring Quick Launch Options;68
10.9.1.2;Customizing the Navigation Bar;70
10.9.1.3;Setting the Portal Site Connection;72
10.9.2;Updating Site Themes;73
10.9.3;Resetting Site Definitions;73
10.9.4;Configuring Regional Settings for a Site;74
10.9.5;Deleting Sites;75
10.10;Managing Site Templates;76
10.10.1;Creating Site Templates;76
10.10.2;Activating and Deactivating Site Templates;77
10.10.3;Editing Site Templates;78
10.10.4;Deleting Site Templates;78
10.11;Searching SharePoint Foundation Sites;78
10.11.1;Working with Search Results;79
10.11.2;Managing Site Search and Offline Availability;79
10.12;Using Usage Reports;79
10.12.1;Using Site Usage Reports;80
10.12.1.1;Viewing Site Usage Statistics;81
10.12.2;Using Site Collection Usage Statistics;81
10.12.2.1;Viewing Site Collection Usage Statistics;82
10.12.3;Viewing Site Hierarchy;82
10.13;Managing Site and Site Collection Features;83
10.13.1;Managing Site Features;83
10.13.2;Managing Site Collection Features;84
10.14;Using the Recycle Bin;84
10.14.1;Viewing Items in the Recycle Bin;85
10.14.2;Restoring Items from the Recycle Bin;86
10.14.3;Deleting Items from the Recycle Bin;86
10.15;Using SharePoint Designer for Site Management;86
10.16;Managing Help Information;87
11;CHAPTER 3 SharePoint Server 2010;88
11.1;Understanding SharePoint Server Portals;88
11.1.1;Publishing Portal;88
11.1.1.1;Publishing Portal Home Site;90
11.1.1.2;Press Release Site;91
11.1.1.3;Search Site;93
11.1.2;Enterprise Wiki;93
11.2;SharePoint Server Navigation Enhancements;95
11.2.1;Navigation Bar;95
11.2.2;Site Actions Menu;95
11.2.3;Quick Launch;97
11.2.4;Navigation Management;97
11.3;Using SharePoint Server Search;99
11.3.1;Performing Simple Searches;99
11.3.2;Performing Advanced Searches;99
11.3.3;Working with Search Results;101
11.3.4;Working with Search Scopes;101
11.3.4.1;Creating Search Scopes;101
11.3.4.2;Editing Search Scopes;102
11.3.4.3;Deleting Search Scopes;103
11.3.5;Using Search Keywords and Best Bets;103
11.3.5.1;Adding Search Keywords;103
11.3.5.2;Editing Search Keywords;104
11.3.5.3;Deleting Search Keywords;104
11.3.6;Setting Searchable Columns;105
11.3.7;Changing Search Settings;105
11.4;Managing Site Look and Feel;105
11.4.1;Defining the Welcome Page;106
11.4.2;Managing Page Layouts and Site Templates;106
11.4.3;Managing Master Pages and Style Sheets;108
11.5;SharePoint Server Site Templates;108
11.5.1;Visio Process Repository Template;109
11.5.2;Enterprise Wiki Template;110
11.5.3;Document Center Template;111
11.5.4;Records Center Template;113
11.5.5;Business Intelligence Center;114
11.5.6;Personalization Site Template;115
11.5.7;Enterprise Search Center;117
11.5.8;Basic Search Center Template;119
11.5.9;FAST Search Center Template;120
11.5.10;Publishing Site Template;120
11.5.11;Publishing Site with Workflow Template;122
11.5.12;Web Databases Templates;123
11.6;Managing Site Content and Structure;123
11.7;Managing Usage Reports and Auditing;126
11.7.1;Site Usage Reports;126
11.7.1.1;Site Summary Report;126
11.7.1.2;Traffic Reports;128
11.7.1.3;Inventory Reports;129
11.7.2;Site Collection Web Analytics Reports;129
11.7.2.1;Site Collection Summary Report;129
11.7.2.2;Traffic Reports;130
11.7.2.3;Search Reports;130
11.7.2.4;Inventory Reports;131
11.7.3;Site Collection Auditing;131
11.8;Working with Site and Site Collection Features;133
11.8.1;Site Features;134
11.8.2;Site Collection Features;134
11.9;Managing Content Variations;135
11.9.1;Variation Labels;136
11.9.2;Translatable Columns;138
11.9.3;Variation Logs;138
11.10;Using Managed Metadata;138
11.10.1;Term Store Administrators;138
11.10.2;Managing Term Sets;139
12;CHAPTER 4 List Concepts;140
12.1;Creating Lists;140
12.2;Working with Lists;142
12.2.1;Adding, Editing, and Deleting Items;142
12.2.1.1;Attachments;143
12.2.2;Filtering and Sorting the List;144
12.2.3;Using Views;145
12.2.4;Faster Data Manipulation Using the Datasheet;146
12.2.5;Folders;147
12.2.6;Versions;148
12.3;Managing Lists;150
12.3.1;General Settings;150
12.3.1.1;Title, Description, and Navigation;150
12.3.1.2;Versioning Settings;151
12.3.1.3;Advanced Settings;151
12.3.1.4;Validation Settings;152
12.3.1.5;SharePoint Server Settings;153
12.3.2;Content Approval;154
12.3.3;Security;156
12.3.3.1;Unique List Permissions;156
12.3.3.2;Item-Level Permissions;157
12.3.4;Managing Columns;158
12.3.4.1;Creating, Editing, and Deleting Columns;158
12.3.4.2;Column Order and Indexing;159
12.3.4.3;Single line of text;160
12.3.4.4;Multiple lines of text;161
12.3.4.5;Choice;162
12.3.4.6;Number;162
12.3.4.7;Currency;163
12.3.4.8;Date and Time;164
12.3.4.9;Lookup;165
12.3.4.10;Yes/No;166
12.3.4.11;Person or Group;166
12.3.4.12;Hyperlink or Picture;167
12.3.4.13;Calculated;167
12.3.4.14;External Data;170
12.3.4.15;Managed Metadata;171
12.3.4.16;Rating (0-5);174
12.3.4.17;Audience Targeting;175
12.3.5;Managing Views;175
12.3.5.1;Standard and Datasheet Views;177
12.3.5.2;Calendar View;182
12.3.5.3;Gantt View;183
12.3.5.4;Starting From An Existing View;184
12.3.6;Creating a List Template;185
12.3.7;Deleting the List;186
12.4;Advanced List Concepts;187
12.4.1;Site Columns;187
12.4.1.1;Creating, Editing, and Deleting Site Columns;187
12.4.1.2;Adding Site Columns to Lists;190
12.4.2;Content Types;191
12.4.2.1;Creating Site Content Types;192
12.4.2.2;Managing Site Content Types;192
12.4.2.3;Managing List Content Types;195
12.4.3;RSS Feed Settings;197
12.5;Advanced Office Integration;200
12.5.1;Exporting SharePoint Lists to Excel;200
12.5.1.1;Excel External Tables;200
12.5.2;Creating Custom Lists Using Excel;202
12.5.2.1;Importing the Spreadsheet;202
12.5.2.2;Exporting Excel Tables to SharePoint;203
12.5.3;Advanced Datasheet Features;203
12.5.4;Using Lists Offline;205
12.5.5;Managing Lists with Access;206
13;CHAPTER 5 Lists;208
13.1;Using Communications Templates;209
13.1.1;Announcements;209
13.1.1.1;Incoming E-mail Capabilities;210
13.1.2;Contacts;211
13.1.2.1;Exporting Contacts;213
13.1.2.2;Connecting Contacts Lists with Outlook;213
13.1.3;Discussion Board;215
13.1.3.1;Using the Discussion Board;217
13.1.3.2;Incoming E-mail Capabilities;217
13.1.4;Circulations;217
13.2;Using Tracking Templates;219
13.2.1;Links;219
13.2.1.1;Changing the List Item Order;220
13.2.2;Calendar;221
13.2.2.1;Calendar Overlay;222
13.2.2.2;Group Calendars;223
13.2.2.3;Recurrence;224
13.2.2.4;Exporting Events;226
13.2.2.5;Connecting Calendar Lists with Outlook;226
13.2.2.6;Workspaces;228
13.2.2.7;Incoming E-mail Capabilities;230
13.2.3;Tasks;231
13.2.3.1;Summary Tasks;234
13.2.3.2;Connecting Task Lists with Outlook;234
13.2.3.3;E-mail Notification;235
13.2.3.4;Exporting to Visio;235
13.2.4;Project Tasks;235
13.2.4.1;Summary Tasks;237
13.2.4.2;E-mail Notification;237
13.2.5;Issue Tracking;238
13.2.5.1;E-mail Notification;240
13.2.6;Survey;240
13.2.6.1;Rating Scale;241
13.2.6.2;Branching and Separators;242
13.2.6.3;Responding to a Survey;243
13.2.7;Agenda;245
13.3;Using Custom Lists;245
13.3.1;Decisions;246
13.3.2;Objectives;246
13.3.3;Text Box;247
13.3.4;Things to Bring;248
13.3.5;External Lists;249
13.4;Additional Meeting Workspace List Concepts;249
13.4.1;Lists for Meetings in Series;249
13.4.2;Attendees;250
13.4.2.1;Managing the Attendees List;250
13.5;Using Additional Lists with SharePoint Server 2010;252
13.5.1;Status List;252
13.5.1.1;Data in a SharePoint List;252
13.5.1.2;Data in an Excel Workbook;254
13.5.1.3;Data in SQL Server Analysis Services;254
13.5.1.4;Manually Entered Information;255
13.5.1.5;Status List Views;257
13.6;Integrating Further with Office;258
14;CHAPTER 6 Libraries;259
14.1;Document Library;260
14.1.1;Creating Document Libraries;260
14.1.2;Working with Document Libraries;261
14.1.2.1;Adding Documents;261
14.1.2.2;Editing Documents;264
14.1.2.3;Filtering and Sorting Documents;266
14.1.2.4;Using Views and Explorer;266
14.1.2.5;Faster Data Manipulation Using the Datasheet;268
14.1.2.6;Folders;268
14.1.2.7;Versions;269
14.1.2.8;Document Workspaces;270
14.1.2.9;Copying Documents with Send To;271
14.1.3;Managing Document Libraries;273
14.1.3.1;General Settings;273
14.1.3.2;Validation Settings;274
14.1.3.3;SharePoint Server Settings;275
14.1.3.4;Document Template;275
14.1.3.5;Content Approval;277
14.1.3.6;Security;277
14.1.3.7;Managing Checked Out Files;278
14.1.3.8;Incoming E-mail Capabilities;278
14.1.3.9;Manage Copies;280
14.1.3.10;Managing Columns;281
14.1.3.11;Managing Views;281
14.1.3.12;Creating a Library Template;282
14.1.3.13;Deleting the Library;283
14.2;Form Library;283
14.2.1;Creating Form Libraries;284
14.2.2;Working with Form Libraries;284
14.2.2.1;Using Views;284
14.2.2.2;Adding Forms;285
14.2.2.3;Editing Forms;286
14.2.2.4;Other Library Usage;288
14.2.3;Managing Form Libraries;288
14.2.3.1;Form Templates;288
14.2.3.2;Managing Columns and Views;289
14.2.3.3;Other Library Management;289
14.3;Picture Library;290
14.3.1;Creating Picture Libraries;290
14.3.2;Working with Picture Libraries;290
14.3.2.1;Using Views;290
14.3.2.2;Filtering and Sorting Pictures;292
14.3.2.3;Adding Pictures;292
14.3.2.4;Editing Pictures;293
14.3.2.5;Download;295
14.3.2.6;Send To;297
14.3.2.7;Slide Show;298
14.3.2.8;Other Library Usage;299
14.3.3;Managing Picture Libraries;300
14.3.3.1;Managing Columns;300
14.3.3.2;Managing Views;300
14.3.3.3;Other Library Management;301
14.4;Wiki Page Library;301
14.4.1;Creating Wiki Page Libraries;301
14.4.2;Working with Wiki Page Libraries;302
14.4.2.1;Using Views and Navigating Pages;302
14.4.2.2;Editing Pages;303
14.4.2.3;Version Differences;305
14.4.2.4;Other Library Usage;305
14.4.3;Managing Wiki Page Libraries;306
14.4.3.1;Managing Columns;306
14.4.3.2;Managing Views;306
14.4.3.3;Other Library Management;307
14.5;Report Library;307
14.6;Data Connection Library;308
14.7;Slide Library;308
14.7.1;Creating Slide Libraries;309
14.7.2;Working with Slide Libraries;309
14.7.2.1;Publishing Slides;309
14.7.2.2;Editing Slides;310
14.7.2.3;Creating a Presentation;311
14.7.2.4;Linked Slides;312
14.7.2.5;Other Library Usage;313
14.7.3;Managing Slide Libraries;314
14.7.3.1;Managing Columns;314
14.7.3.2;Other Library Management;314
14.8;Asset Library;315
14.8.1;Creating Asset Libraries;315
14.8.2;Working with Asset Libraries;315
14.8.2.1;Using Views;315
14.8.2.2;Other Library Usage;316
14.8.3;Managing Asset Libraries;317
14.8.3.1;Managing Columns;317
14.8.3.2;Other Library Management;318
14.9;Advanced Library Concepts;318
14.9.1;Document Sets;318
14.9.1.1;Metadata Columns;320
14.9.1.2;Versioning;322
14.9.2;The Document ID Service;323
14.10;Advanced Office Integration;324
14.10.1;Open and Save As Integration;324
14.10.2;Shared Workspace and Document Management Task Panes;326
14.10.3;Accessing Offline Documents by Connecting Libraries with Outlook;328
14.10.4;Creating Form Libraries Using InfoPath Form Publishing;330
14.10.5;Additional Advanced Office Integration;333
15;CHAPTER 7 Workflow, Records, and Policies;334
15.1;Workflow;334
15.1.1;Workflow Lists;335
15.1.2;Creating a Workflow;337
15.1.3;Using a Workflow;340
15.1.4;Managing Workflows;343
15.1.4.1;Workflow Settings;343
15.1.4.2;Workflow Reports;344
15.1.4.3;Removing Workflows;345
15.1.5;SharePoint Server 2010 Workflows;346
15.1.5.1;Approval Workflow;346
15.1.5.2;Collect Feedback Workflow;348
15.1.5.3;Collect Signatures Workflow;349
15.1.5.4;Disposition Approval Workflow;349
15.1.6;Workflow with SharePoint Designer;349
15.2;Records Management;351
15.2.1;Record Declaration Settings;352
15.2.2;Using Records;354
15.3;Information Management Policies;355
15.3.1;Policy Features;355
15.3.1.1;Labels and Barcodes;355
15.3.1.2;Auditing;357
15.3.1.3;Retention;358
15.3.2;Site Collection Policy;359
15.3.2.1;Creating a Site Collection Policy;359
15.3.2.2;Exporting and Importing Policies;360
15.3.2.3;Deleting Policies;361
15.3.3;Site Content Type Policy;361
15.3.3.1;Managing a Site Content Type Policy;361
15.3.4;List and Library Policies;362
15.3.4.1;Managing a List/Library Content Type Policy;362
15.3.4.2;Managing List/Library Retention Policy;363
15.3.4.3;Policy Exemptions and Compliance Details;364
15.3.5;Policy Columns in Views;366
15.4;File Plan Reports;366
16;CHAPTER 8 Pages and Web Parts;368
16.1;Pages;368
16.1.1;Web Part Pages;369
16.1.1.1;Creating Web Part Pages;369
16.1.1.2;Viewing Web Part Pages;371
16.1.1.3;Editing Web Part Pages;373
16.1.2;Publishing Pages;374
16.1.2.1;Creating Publishing Pages;375
16.1.2.2;Editing and Managing Publishing Pages;376
16.1.2.3;Creating Pages;380
16.1.2.4;Editing and Managing Pages;381
16.2;Web Parts;383
16.2.1;Adding Web Parts to Pages;383
16.2.2;Managing Web Parts on Pages;385
16.2.2.1;Organizing the Page;385
16.2.2.2;Editing Web Part Properties;386
16.2.2.3;Web Part Connections;390
16.2.3;Exporting and Importing Web Parts;391
16.2.4;Standard Categories and Web Parts;393
16.2.4.1;SharePoint Server 2010 Web Parts;395
16.2.5;Further Customization;397
17;CHAPTER 9 Personalization Features;400
17.1;Alerts;400
17.1.1;Subscribing to an Alert;401
17.1.1.1;List and Library Alerts;401
17.1.1.2;Document and List Item Alerts;404
17.1.1.3;Search Alerts;406
17.1.2;Receiving an Alert;407
17.1.3;Managing Your Alerts;408
17.1.3.1;Adding Alerts;408
17.1.3.2;Editing Alerts;409
17.1.3.3;Deleting Alerts;409
17.1.4;Removing Alerts for Other Users;409
17.2;My Site;410
17.2.1;My Newsfeed Page;410
17.2.2;My Content Page;410
17.2.3;My Profile Page;411
17.2.3.1;Managing Colleagues and Team Members;413
17.2.3.2;Managing Your Profile;414
17.3;Tags and Notes;415
17.4;Personalization Sites;416
17.4.1;Personalizing Content;416
17.4.1.1;Targeting Web Parts;417
17.4.1.2;Filtering Content;417
17.4.2;Integration with My Site;418
17.5;Logon Management;418
17.5.1;Signing Out of the Portal;418
17.5.2;Signing In as a Different User;418
18;CHAPTER 10 Enterprise Office Services;420
18.1;Excel Services;420
18.1.1;Publishing to Excel Services;421
18.1.2;Using Content Published through Excel Services;423
18.1.2.1;Accessing Excel Services–Published Content from the Document’s Context Menu;423
18.1.2.2;Accessing Excel Services–Published Content using the Excel Web Access Web Part;424
18.2;Form Services;425
18.2.1;Creating and Submitting a New Form from a Form Library;425
18.2.2;Submitting a New Form Using the InfoPath Form Web Part;427
18.3;Visio Services;427
18.3.1;Publishing to Visio Services;427
18.3.2;Accessing Visio Services Published Content from the Document’s Context Menu;428
18.3.3;Accessing Visio Services Published Content using the Visio Web Access Web Part;429
19;CHAPTER 11 Document Management Solutions;430
19.1;Document Management Overview;430
19.1.1;Document Creation;431
19.1.2;Document Retention;432
19.1.3;Document Consumption;432
19.1.4;Document Update and Expiration;432
19.2;Challenges of Document Management;433
19.3;Needs for Document Management;434
19.4;SharePoint Document Management Solutions;435
19.4.1;RFP Response Requirements;435
19.4.2;SharePoint Solution Components;436
19.4.3;RFP Response Process Definition;436
19.4.4;SharePoint Environment Layout;438
19.4.4.1;Create and Configure the Resources Site;440
19.4.4.2;Creating and Configuring the Presentation Materials Site;441
19.4.4.3;Creating and Configuring the Sales Site;444
19.4.4.4;Creating and Configuring the RFP Responses Site;445
19.4.5;RFP Response Process Walk-Through;447
19.5;Benefits of SharePoint Document Management Solutions;454
19.6;Tips for Creating Effective Document Management Solutions;455
20;CHAPTER 12 Project Collaboration Solutions;457
20.1;Project Collaboration Overview;457
20.2;Challenges of Project Collaboration;458
20.3;Needs for Project Collaboration;459
20.4;SharePoint Project Collaboration Solutions;460
20.4.1;Service Plan Offering Development Project Requirements;460
20.4.2;Project Process Definition;461
20.4.3;Configuring the SharePoint Environment Layout;462
20.4.3.1;Create and Configure the Projects Site;463
20.4.3.2;Creating and Configuring the Project Template Site;465
20.4.4;Service Plan Project Process Walk-Through;469
20.5;Benefits of SharePoint Project Collaboration Solutions;473
20.6;Tips for Creating Effective Project Collaboration Solutions;474
21;CHAPTER 13 Dashboards and Reporting Solutions;475
21.1;Dashboards and Reporting Overview;475
21.2;Challenges of Reporting;476
21.3;Needs for Reporting;476
21.4;SharePoint Dashboard and Reporting Solutions;477
21.4.1;Sales Dashboard Requirements;477
21.4.2;SharePoint Solution Components;478
21.4.3;Dashboard Process Definition;478
21.4.4;SharePoint Environment Layout;478
21.4.4.1;Create and Configure the Sales Dashboard Site;480
21.4.5;Sales Dashboard Processes Walk-Through;484
21.4.5.1;Updating Sales Quota Information;484
21.4.5.2;Managing Quarterly Sales Projections;484
21.5;Benefits of SharePoint Dashboard and Reporting Solutions;485
21.6;Tips for Creating Effective Dashboard and Reporting Solutions;485
22;Index;487