6. Working as a Team in a Microsoft Office Groove Workspace
by Microsoft Corporation
2007 Microsoft® Office System Inside Out
- 2007 Microsoft® Office System Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Acknowledgments
- About the CD
- Conventions and Features Used in This Book
- 1. Introduction
- 1. Getting Started
- 1. Overview of the 2007 Microsoft Office System
- 2. The 2007 Office System User Interface: What’s Changed, What’s the Same
- 3. Managing Security and Privacy in the 2007 Office System
- 2. Collaboration Essentials
- 4. Collaborating and Sharing with Others
- Understanding and Using the 2007 Office System Collaboration Environments
- Creating and Using Shared Workspaces with Windows SharePoint Services
- Creating and Using Groove Workspaces
- Using Office OneNote 2007 as a Collaboration Tool
- 5. Organizing and Finding Information in Microsoft Office OneNote
- Organizing a OneNote Notebook
- Adding Notes and Information to a Notebook
- Adding and Working with Text Notes
- Tagging Types of Notes
- Printing to OneNote
- Embedding References to Files
- Using Office OneNote and Office Outlook Together
- Inserting Audio or Video Recordings
- Adding Information to a Notebook from the Web
- Capturing Information on Your Windows Mobile–Powered Device
- Inserting an Image in a Notebook
- Creating a Drawing in OneNote
- Creating and Working with Tables in OneNote
- Finding Your Information
- Using a Notebook on More Than One Computer
- Working as a Team with Office OneNote 2007
- 6. Working as a Team in a Microsoft Office Groove Workspace
- 7. Sharing and Communicating Using Microsoft Office Groove
- 4. Collaborating and Sharing with Others
- 3. Word
- 8. Mastering Page Setup and Pagination
- 9. Outlining Documents for Clarity and Structure
- Outlining Enhancements in Word 2007
- Creative Outlining with Word 2007
- Eleven Reasons to Outline Your Next Complex Document
- Viewing a Document in Outline View
- Creating a New Outline
- Choosing Outline Display
- Working with Headings in Outline View
- Displaying Outline and Print Layout View at the Same Time
- Changing Your Outline
- Printing Your Outline
- Using the Document Map vs. Using Outline View
- 10. Advanced Layout and Formatting
- Layout and Design Fundamentals
- Using Backgrounds and Watermarks
- Controlling Text Placement and Formatting with Text Boxes, Shapes, and Frames
- Creating Text Boxes
- Inserting Text into Text Boxes and Shapes
- Using Floating Frames for Comments, Footnotes, Tables, and Fields
- Formatting Text Boxes and AutoShapes
- Linking Text Boxes to Flow Text from One Text Box to Another
- Moving Between Linked Text Boxes
- Copying or Moving Linked Text Boxes
- Breaking Text Box Links
- Deleting Linked Text Boxes Without Losing Text
- Switching Between Text Boxes and Frames
- Configuring Word 2007 Layout Options
- Commanding Attention with Borders and Shading
- Adding a Simple Border
- Creating Enhanced Borders
- Creating Partial Borders
- Using a Page Border
- Adding Borders to Document Sections and Paragraphs
- Adjusting Border Spacing
- Inserting Graphical Horizontal Lines
- Adding Borders to Pictures
- Adding Table Borders
- Applying Shading Behind Content
- 11. Revising Documents Using Markup Tools
- Benefits of an Organized Revision Process
- Familiarizing Yourself with Markup Tools
- Using the Highlight Tool
- Adding and Managing Comments Effectively
- Configuring Reviewers’ User Names
- Configuring Colors Associated with Reviewers
- Allowing Reviewers to Use Only the Comments Feature
- Inserting Standard Comments
- Configuring Comment Balloon and Reviewing Pane Options
- Reviewing Comments
- Deleting Comments
- Printing Comments
- Saving a Document with Comments as a Web Page
- Tracking Changes
- Comparing and Combining Documents
- 4. Excel
- 12. How to Work a Worksheet and a Workbook
- Moving Around Regions
- Understanding Selection
- Techniques for Entering Data
- Managing Worksheets
- Viewing Worksheets
- Protecting Worksheets
- Managing Multiple Workbooks
- Opening Multiple Windows for the Same Workbook
- Hiding and Protecting Workbooks
- 13. Building Formulas
- Formula Fundamentals
- Understanding the Precedence of Operators
- Using Cell References in Formulas
- Editing Formulas
- Understanding Error Values
- Using Functions: A Preview
- Working with Formulas
- Naming Cells and Cell Ranges
- Using Names in Formulas
- Defining and Managing Names
- Editing Names
- Workbook-Wide vs. Worksheet-Only Names
- Creating Names Semiautomatically
- Naming Constants and Formulas
- Creating Three-Dimensional Names
- Using Names in Formulas
- Creating a List of Names
- Replacing References with Names
- Using Go To with Names
- Getting Explicit About Intersections
- Creating Three-Dimensional Formulas
- Formula-Bar Formatting
- Using Structured References
- Naming Cells and Cell Ranges
- Worksheet Calculation
- Using Arrays
- Linking Workbooks
- Creating Conditional Tests
- Formula Fundamentals
- 14. Using Functions
- Using the Built-In Function Reference in Excel
- Exploring the Syntax of Functions
- Inserting Functions
- Understanding Mathematical Functions
- Understanding Text Functions
- Understanding Logical Functions
- Understanding Information Functions
- Understanding Lookup and Reference Functions
- 15. Analyzing Data with PivotTable Reports
- Introducing PivotTables
- Creating a PivotTable
- Rearranging PivotTable Fields
- Refreshing a PivotTable
- Changing the Numeric Format of PivotTable Data
- Choosing Report Layout Options
- Formatting a PivotTable
- Displaying Totals and Subtotals
- Sorting PivotTable Fields
- Filtering PivotTable Fields
- Changing PivotTable Calculations
- Grouping and Ungrouping Data
- Displaying the Details Behind a Data Value
- Creating PivotCharts
- 12. How to Work a Worksheet and a Workbook
- 5. PowerPoint
- 16. Introduction to PowerPoint 2007
- 17. Working with Text
- 18. Working with Objects, Diagrams, and Charts in PowerPoint 2007
- 19. Collaborating and Sharing
- 20. Working with External Data in PowerPoint 2007
- 21. Setting Up and Presenting a Slide Show
- 6. Outlook
- 22. Introducing Outlook 2007
- 23. Finding and Organizing Messages
- 24. Securing Your System, Messages, and Identity
- Configuring HTML Message Handling
- Protecting Messages with Digital Signatures
- Signing Messages
- Understanding S/MIME and Clear-Text Options
- Adding Your Digital Signature
- Setting Global Security Options
- Creating and Using Security Profiles
- Reading Signed Messages
- Changing Certificate Trust Relationships
- Configuring CA Trust
- Configuring CA Trust for Multiple Computers
- Viewing and Validating a Digital Signature
- Encrypting Messages
- Protecting Data with Information Rights Management
- 25. Collaboration with Outlook and Windows SharePoint Services
- Understanding Windows SharePoint Services Collaboration
- Setting Up Alerts
- Working with Shared Documents
- Working with Shared Contacts
- Linking a Team Calendar to Outlook
- Configuring Alerts in Outlook
- Using Outlook to Work with SharePoint Libraries and Files
- Connecting a SharePoint Library to Outlook
- Downloading Files from a SharePoint Library to Outlook
- Opening Files from a SharePoint Site in Outlook
- Editing Files from a SharePoint Site in Outlook
- Removing SharePoint Files in Outlook
- Removing SharePoint Folders in Outlook
- Using E-Mail to Add a File to a SharePoint Library
- 7. Access
- 26. Exploring the New Look of Access 2007
- Opening Access for the First Time
- Getting Started—A New Look for Access
- Understanding Content Security
- Understanding the New Ribbon Feature
- Understanding the New Navigation Pane
- Using the Single-Document vs. Multiple-Document Interface
- Modifying Global Settings via the Access Options Dialog Box
- 27. Creating Your Database and Tables
- Creating a New Database
- Creating Your First Simple Table by Entering Data
- Creating a Table Using a Table Template
- Creating a Table in Design View
- Defining Fields
- Defining a Primary Key
- Defining a Table Validation Rule
- Understanding Other Table Properties
- Defining Relationships
- Adding Indexes
- Setting Table Design Options
- Creating a Default Template for New Databases
- Printing a Table Definition
- Database Limitations
- 28. Creating and Working with Simple Queries
- Selecting Data from a Single Table
- Testing Validation Rule Changes
- Working in Query Datasheet View
- Moving Around and Using Keyboard Shortcuts
- Working with Subdatasheets
- Changing Data
- Working with Hyperlinks
- Sorting and Searching for Data
- Sorting Data
- Searching For and Filtering Data
- Using Find
- Filtering by Selection
- Using the Filter Window
- Using Filter By Form
- 29. Building a Form
- Forms and Object-Oriented Programming
- Starting from Scratch—A Simple Input Form
- Working with Quick Create Commands and the Form Wizard
- Simplifying Data Input with a Form
- 30. Constructing a Report
- 8. Microsoft Office Programming Primer
- 31. VBA Primer
- When and Why to Use VBA
- Introduction to the VBA Language and Code Structure
- Understanding and Using the Visual Basic Editor
- Writing, Editing, and Sharing Simple Macros
- Creating Modules and Starting Procedures
- Objects, Properties, and Methods
- Object Models
- Using Auto Lists
- Variables
- Constants
- Collection Objects
- Grouping Statements
- Loops
- Conditional Structures
- Operators
- Message Boxes and Input Boxes
- Running One Macro from Another
- Setting Macros to Conditionally Stop Executing Commands
- Running Macros and Compiling Projects
- Understanding Errors
- Creating Error Handlers
- Getting Help
- Saving and Sharing Macros
- Using VBA to Save Time on Document Production and Troubleshooting
- Introduction to Using Events
- Creating UserForms (Dialog Boxes)
- Next Steps for Working with Automation in Microsoft Office
- 32. Office Open XML Essentials
- Chapter Assumptions
- XML Basics for Reading Your Documents
- Getting to Know the Office Open XML Formats
- Editing and Managing Documents Through XML
- Customizing the Ribbon
- Binding Data to Content Controls
- Next Steps for Working with the Office Open XML Formats
- 31. VBA Primer
- A. Appendix: Installing and Configuring the 2007 Office System
- B. Index to Troubleshooting Topics
- C. About the Authors
- D. Choose the Right Book for You
- Index
- About the Author
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- 26. Exploring the New Look of Access 2007
Information workers often perform their jobs as part of a group or team—situations in which they need to share information and collaborate to solve problems and reach their goals. A group might consist only of coworkers, or it could be a mix of coworkers, consultants, business partners, and customers. Members of a group like this might work in three or four different locations, which can make it more difficult for them to remain on schedule, establish priorities, and accomplish the work they’ve initiated or been assigned to do. Often, the tools that groups use to communicate and collaborate support only work that takes place within a single organization, inside the firewall. Costs and security risks increase when these tools need to support the work of a team whose members are in different locations or outside organizational boundaries.
In this chapter and in Chapter 7, you’ll learn how to use Microsoft Office Groove 2007, an application designed to help teams of workers collaborate, especially on the kind of work that project teams perform. Office Groove 2007 is also designed to work securely over the Internet or a corporate network (based on a user account and data encryption), without requiring a large investment in additional IT resources.
In this chapter, we’ll cover the basics of setting up Groove 2007. You’ll learn how to create a Groove workspace, set up workspace members, and use workspace tools. In Chapter 7 you’ll learn about details such as managing contacts, saving workspace templates, and other tasks that you perform in Groove.
Note
Office Groove 2007 is one of the products included in Microsoft Office Enterprise 2007 and Microsoft Office Ultimate 2007. The Microsoft Office system also includes Microsoft Office Groove Server 2007, which can be deployed in organizations that want more control over the installation and use of Office Groove 2007. With Office Groove Server 2007, organizations can, for example, use their implementation of Active Directory to configure Groove user accounts. They can set up various IT policies that govern the use of Groove, monitor usage, conduct data audits, and centrally back up user accounts. You can find more information about Office Groove Server 2007 on Microsoft Office Online.
For many users of the Microsoft Office system, Office Groove 2007 is their first experience with the program. Groove is a new addition to the 2007 Office release, but the program has been around for several years. Groove Networks, the company that first published Groove software, was started in 1997. The first version of the program was shipped in 2001. Microsoft acquired Groove Networks in 2005.
Your work in Groove is organized through workspaces that you and other people are members of. You might be the individual who creates a workspace, making you a member by default. You join other workspaces by accepting invitations that people send to you.
In a nutshell, a workspace provides access to information that teams need to share and tools teams need to collaborate on ideas, communicate with each other, and stay organized. You can think of a Groove workspace as a versatile computer application—a program that rolls into one common tools like a text editor, a sketchpad, a discussion board, file shares, and similar sorts of operational and organizational tools that you’re used to working with in the Microsoft Office system and Microsoft Windows. Some of the tools that you’ll use when you set up or become a member of a workspace in Office Groove 2007 include the following:
Document collaboration tools used to share files and keep shared files updated. You can also store files on a Windows SharePoint Services Web site through a Groove workspace.
Discussion tools that let team members conduct online conversations. The Groove workspace Chat tool lets members quickly exchange information as well.
Meeting and calendar tools that can advise a team of project milestones, meeting times and purposes, and updates.
Custom forms that teams can use to collect information in a structured format using Microsoft Office InfoPath 2007 or Office Groove 2007 Forms.
Indicators that tell you who is working in a workspace and whether a team member or contact is online.
Alerts that tell you when files and information have changed in a workspace and when team members perform important activities.
Note
For more information about workspace tools, see "Outfitting a Groove Workspace with Tools".
Note
Groove is integrated with Microsoft Office Communicator 2005 and 2007, so you can initiate a phone call or an instant messaging session with people in your contacts list from Office Groove 2007. For more information, see "Groove Instant Messaging".
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