In this chapter, you will learn how to | |
✓ | Navigate the home page and the SharePoint site. |
✓ | Navigate the site content tree. |
✓ | Navigate the Ribbon interface. |
✓ | Browse lists on a SharePoint site. |
✓ | Browse document libraries. |
✓ | Customize the top navigation area. |
✓ | Customize the Quick Launch. |
✓ | Understand Web Parts. |
✓ | Use the Recycle Bin. |
A typical Microsoft SharePoint Foundation website provides you with an infrastructure where your team can communicate, share documents and data, and work together. Different types of SharePoint sites have different infrastructures, such as a Team site, a blank site, a Document Workspace, a group work site, a Meeting Workspace, and a blog site. The Team site infrastructure includes the following components:
Libraries. Document, picture, form, and wiki libraries are collections of files that you share and work on with your team members. A typical Team site includes a built-in document library called Shared Documents. You can create your own document, picture, and form libraries when needed.
Lists. With SharePoint lists, you and your team members can work with structured, tabular data on the website. A typical Team site includes four built-in lists: Announcements, Calendar, Links, and Tasks. Other lists are provided by SharePoint Foundation that you can add to your site if required. You can also create custom lists.
Discussion boards. Discussion boards provide a forum where you and your team members can post comments and reply to each other’s comments. By default, a typical Team site comes with a built-in discussion board named Team Discussion. You can create your own discussion boards when needed.
Surveys. Surveys provide a way of polling team members. SharePoint sites don’t have a built-in survey, but you can create your own.
Recycle Bin. The Recycle Bin allows you to restore items that have been deleted from the site.
In this chapter, you will learn how to navigate the SharePoint site infrastructure. You will start with the home page of a typical SharePoint Team site, and then learn how to browse the site hierarchical structure. You will also learn how to use the Ribbon and customize site navigation, as well as understand the concepts of Web Parts.
Before you can complete the exercises in this chapter, you need to (1) download the Chapter 2 practice files from the book’s catalog page to the following folder on your computer: DocumentsMicrosoft PressSBS_SPFChapter02 and (2) install the Chapter 2 practice site using the Chapter02_Starter.wsp file. See Using the Practice Files at the beginning of this book for more information.
Remember to use your SharePoint site location in place of http://wideworldimporters in the exercises.
A home page is the main page of a SharePoint website; it provides a navigational structure that links the site components together. Typically, a home page of a SharePoint site has two main navigation areas: the top navigation area, which is a strip at the top of the page, and the left navigation area, which is a panel at the left of the page.
The top navigation area contains the top link bar, which consists of the tabs displayed on all pages within the SharePoint site. The top link bar typically includes tabs with the following links:
Home. The Home link is usually displayed on the first tab on the left. It opens the home page for a site.
Links to the subsites. On a well-organized site, the top link bar contains tabs with links to the subsites of the current site, such as the Travel link on the second tab in our example.
If a subsite is configured to inherit a top link bar from the parent site, then the Home tab link on the subsite points to the home page of the parent site.
On the right side of the top link bar, there is a Search box, which allows you to search the current site, and the Help link.
Just above the top link bar, you can see a content navigation breadcrumb trail showing the path to the current page within the site. The content navigation breadcrumb helps you keep track of where the current page is located within its site. Components on the breadcrumb trail are links that you can click to open the corresponding pages. The last item on the breadcrumb shows the page title of the current page; it is not a link.
On the top-left area of the screen, you can see the Site Actions link. Clicking this link opens the Site Actions menu, which enables you to edit the current page, synchronize the site to SharePoint Workspace, create a new site or a site component, configure site permissions, and change the settings for your site. The options displayed in the Site Actions menu depend on the permissions that you have on the site: only options applicable to you are displayed.
The View All Site Content link on the Site Actions menu opens the All Site Content page, which lists all the libraries, lists, discussion boards, and surveys on your site. The All Site Content page also provides links to the child sites and Workspaces, as well as the site’s Recycle Bin. This page is your main navigational aid for the site and contains links to all major parts of the site’s infrastructure.
The Site Settings link on the Site Action menu opens the Site Settings page, which enables you to administer and customize your site.
The left navigation panel typically contains a set of Quick Launch links, the All Site Content link, and a Recycle Bin.
Depending on the site, the Quick Launch contains one or more links to the subsets of information contained in the All Site Content page. These subsets, referred to as views, are created by filtering the information contained within the All Site Content page (for example, to present only lists or only libraries within the current site). The Quick Launch can also contain links to site components created by you and your team members, such as specific document libraries or lists.
Typically, the Quick Launch contains the following links:
Libraries. The Libraries link opens a view of an All Site Content page displaying all document, form, and wiki libraries on your site. On a typical Team site, the Quick Launch also provides a second-level link to a Shared Documents library, as well as a Site Pages library.
Lists. The Lists link opens a view of an All Site Content page displaying all lists on your site. On a typical Team site, the Quick Launch also provides two second-level links to Calendar and Tasks lists.
Discussions. The Discussions link opens a view of an All Site Content page displaying all discussion boards on your site. On a typical Team site, the Quick Launch also provides a second-level link to a Team Discussion board.
Sites. The Sites link opens a view of an All Site Content page displaying subsites to your site.
Pictures. The Pictures link opens a view of an All Site Content page displaying the picture libraries on your site.
The All Site Content link in the left navigation panel is identical to the View All Site Content link on the Site Actions menu. This link takes you to the All Site Content page, which lists all the libraries, lists, discussion boards, and surveys on your site, as well as the subsites if there are any.
Finally, the left navigation panel contains the link to the Recycle Bin, which opens the site’s Recycle Bin.
In addition to the top and left navigation areas, the home page of a typical SharePoint Team site includes the Welcome message, the Getting Started links, and a view of the Shared Documents library that is presented within its own page component, called a Web Part, which allows you to work with the documents in this library without leaving the home page.
In this exercise, you will navigate to the All Site Content page, explore its components and views, and then return to the site home page.
Open your SharePoint site (for example, http://wideworldimporters). If prompted, type your user name and password, and then click OK.
In the left navigation panel, click All Site Content.
Explore the page.
Notice that the top link bar and the Quick Launch have not changed. However, the breadcrumb trail has changed, showing the path to the current page.
Scroll down to the bottom of the page and notice all parts of the site that are listed on the All Site Content page, including Document Libraries, Lists, Picture Libraries, Discussion Boards, Surveys, Sites and Workspaces, and Recycle Bin.
You will now display this page in the Document Libraries view.
Scroll up to the top of the page. Open the View menu located on the right side of the page, and choose Document Libraries.
The Document Libraries view of the All Site Content page is displayed. The main part of the page lists the document libraries available on the site, including the Shared Documents library, which is present on the site by default.
You will now display the All Site Content page in the Surveys view.
From the View menu, choose Surveys.
The Surveys view is displayed. The main part of the page lists the surveys created on the site. The Wide World Importers site has not added a survey yet, so this page doesn’t display any surveys.
Return to the site’s home page by clicking its link on the content navigation breadcrumb located to the left of the All Site Content title.
A typical SharePoint site contains the following components: lists, libraries, discussion boards, surveys, and web pages. These items are created and maintained by SharePoint Foundation and are linked together within the site infrastructure. In a graphical form, this site infrastructure can be represented as a tree-like diagram.
SharePoint Foundation maintains the path in this structure from the site’s home page to the currently displayed page. This path is shown on each page as a content navigation breadcrumb, which was introduced in the previous exercise.
In addition to its own components, such as lists and libraries, a SharePoint site can have many subsites. The hierarchy of these subsites, on web servers, resembles the hierarchy of folders on file systems. Sites that do not have a parent site are referred to as top-level sites. Top-level sites can have multiple subsites, and these subsites can have multiple subsites, proceeding downward as many levels as you need. The entire hierarchical structure of a top-level site and all its subsites is called a site collection.
Because the subsites are contained within their parent site, the overall hierarchical structure of a SharePoint site has its own items—such as lists, libraries, discussion boards, and surveys—as well as the child sites. This overall structure can be represented as a site content tree.
To identify the current page position within the site collection, SharePoint Foundation maintains a global navigation path that shows the trail from the top-level site to the current page. This path is accessible on all pages via the Navigate Up icon located at the top-left area of a page, immediately to the right of the Site Actions menu.
Clicking the Navigate Up icon displays a clickable path from the top-level site to the page that you are currently viewing, so that you always know where you are within the overall hierarchy starting from the top-level site that is represented by the top node on the path. The nodes on the path are links. You can click any node, allowing you to navigate up from the current page within the current site and within the site collection. The last node on the bottom of the path identifies the current page and is not a link.
In this exercise, you will view a list of subsites to your SharePoint site, navigate the site hierarchy, and explore the content navigation breadcrumb and the Navigate Up global path.
Open the SharePoint site in which you’d like to view the subsites, if it is not already open. If prompted, type your user name and password, and then click OK.
BE SURE TO verify that you have sufficient permissions to view the subsites. If in doubt, see the Appendix A at the back of this book.
On the Quick Launch, click Sites. The All Site Content page in the Sites and Workplaces view is displayed.
On the All Site Content page, under Sites and Workspaces, click a subsite where you’d like to go. For example, on the Wide World Importers site, we will go to the Travel subsite.
On the subsite’s home page, on the Quick Launch, under Libraries, click Shared Documents. The Shared Documents library page is displayed.
On the Shared Documents library page, notice that the content navigation breadcrumb, located above the top link bar, has changed and is now showing the path from the subsite’s home page to the current page.
On the top left of the page, above the breadcrumb, click the Navigate Up icon. The navigation path opens, showing the location of the current page in the site’s collection, starting from the top-level site.
Hover your mouse over the top node on the path. The text becomes underlined, showing you that this node is a clickable link. Now, hover your mouse over the bottom node that shows the title of the current page, such as Shared Documents. The mouse pointer changes to the text cursor and the text is not underlined, showing you that this node is not a link.
Click the node that points to the parent site. You are taken back to the home page of the site where you started this exercise.
For more information on working with sites, refer to Chapter 3.
In SharePoint Foundation, the Ribbon provides a consistent interface for accessing the commands and tools that you require for the tasks that you want to accomplish. Like the Ribbon in other Microsoft Office programs, such as Microsoft Word and Microsoft Excel, the Ribbon in SharePoint displays many of the most commonly used commands and tools. On a SharePoint site, the Ribbon appears across the top of a web page and is designed to help you quickly locate the commands for performing actions on pages, documents, and lists.
The Ribbon interface is new to this version of SharePoint. In previous versions, commands and tools were located across different menus and toolbars. To find the Ribbon locations of the menu and toolbar commands that you may be used to in previous SharePoint versions, refer to the SharePoint_Command_Mapping_Guide.xslx, located in the DocumentsMicrosoft PressSBS_SPFChapter02 folder.
Commands on the Ribbon are organized in logical groups, displayed together under tabs. Each tab relates to a type of SharePoint site component you are working with, such as a document library or a web page. Tabs, groups, and commands on the Ribbon are contextual: the Ribbon commands available to you change depending on the context of what you are doing and where you are on the SharePoint site.
The tabs are displayed at the top of a web page on your site. To use the Ribbon commands, you need to select the tab that corresponds to the kind of task you want to perform. The currently selected tab is highlighted. Each tab provides a specific set of commands depending on the actions that you would like to do.
The Browse tab, as the name suggests, allows you to browse the current page. It is selected when you open a page, providing you with the ability to view the page in the browser. The top link bar and the content breadcrumb are displayed on the Browse tab. This tab does not have Ribbon-based tools associated with it.
Depending on the page that you are viewing, other tabs become available. For example, the home page of the Team site provides a Page tab that allows you to modify this page and its settings.
Commands on the Ribbon are represented as buttons, drop-down lists, and other controls. To make it easier for you to locate the necessary commands, they are grouped together into several sections on the Ribbon by common functionality. The names of the groups are shown at the bottom of the Ribbon. For example, on the Page tab, the Edit group contains commands that provide you with the ability to edit the page, while the Manage group contains commands that allow you to manage the page.
In addition to the Browse tab, a list page provides two tabs that are grouped together in the List Tools tab set. The first tab, Items, provides a set of commands for working with the individual list items. The second tab, List, provides the commands for working with the list as a whole. Similarly, a library page provides two tabs—Documents and Library—that are grouped together in the Library Tools tab set.
The number and types of commands that are available to you under each tab depend not only on the context of where you are and what you are doing, but also on your permission level and the configuration of your site. Some commands on the Ribbon may be unavailable because you do not have sufficient permissions to use them or because they have not been enabled for your site. In other cases, to enable a command, you may need to select an object. In a document library, for example, you must first select a document in the library to enable the Ribbon commands for working with the document.
When the Ribbon is displayed, the breadcrumb and the top navigation bar are not visible. On all pages with the Ribbon, you can use the following navigation aids for moving to other pages within the site and the site collection:
A Navigate Up icon, which provides you with the clickable path from the current page to the top-level site in the site
A Browse tab, which displays the content breadcrumb and the top link bar
A View All Site Content link on the Site Actions menu, which takes you to the All Site Content page
In addition, on the pages with the Ribbon where the left navigation panel is available, you can use the Quick Launch and the All Site Content link.
In the following exercise, you will explore the Ribbon on the home page of a SharePoint Team site.
Open a site where you would like to explore the Ribbon, such as http://wideworldimporters, if it is not already open. If prompted, type your user name and password, and click OK.
BE SURE TO verify that you have sufficient rights to edit the home page of this site. If in doubt, see the Appendix A at the back of this book.
On the top of the screen, locate the Browse tab. Notice that this tab is currently selected and that the content breadcrumb and the top link bar are displayed in the top navigation area.
To the right of the Browse tab, click the Page tab.
The Ribbon appears. It displays the commands that allow you to work with a web page. The Ribbon is contextual, and the commands that are not available to you at this point in time are dimmed.
Explore the Ribbon and notice that the commands are grouped into sections on the Ribbon. The name of each group can be found at the bottom of the Ribbon.
In the Edit group, click the Edit button. The Editing Tools tab set appears to the right of the Page tab. It contains two tabs: the Format Text tab, which is selected, and the Insert tab. The Format Text tab displays the buttons and the drop-down lists that allow you to change and format the text on the page, as well as its markup.
Notice the Ribbon groups on this tab. For example, the Font group allows you to modify the text formatting on the current page and looks very similar to other Office applications, such as Word or Excel.
In the Editing Tools, click the Insert tab. The set of commands on the Ribbon changes to show the buttons for inserting different objects into the current page. The type of objects to be inserted is identified by the name of a Ribbon group, such as Tables or Links.
Click the Page tab to open it. Notice that the Edit button in the Edit group has been replaced with the Save & Close button. Because the Ribbon is contextual, it provides you with a command that is appropriate to you at this point in time based on your previous actions.
Click Save & Close. The Page tab closes, and the current page returns to the Browse tab, which displays the content breadcrumb and the top link bar in place of the Ribbon.
SharePoint lists are web-based, editable tables. SharePoint lists provide you and your team with the ability to work with structured data. As we have discussed, the typical Team site provides four default lists:
Announcements. The Announcements list is a place to post information for the team.
Calendar. The Calendar list is a place to maintain information about upcoming events.
Links. The Links list displays hyperlinks to web pages of interest to team members.
Tasks. The Tasks list provides a to-do list for team members.
In addition to these default lists, you can create your own lists when necessary. When creating a new list, you can choose to place a link to this list on the Quick Launch.
For more information on working with lists, refer to Chapter 4. For more information on configuring lists, refer to Chapter 7.
In this exercise, you will view a list of all SharePoint lists that exist on your site. You will navigate to a list, explore its Ribbon, and then return to the home page.
Open the SharePoint site in which you’d like to view the existing lists, if it is not already open. If prompted, type your user name and password, and then click OK.
On the Quick Launch, click Lists.
The All Site Content page is displayed in the Lists view. This view shows links to all existing lists in your site.
Click a list, such as Announcements.
The Announcements page appears. On the top of the screen, notice the Browse tab, which displays the content navigation breadcrumb and the top link bar. To the right of the Browse tab, notice the contextual List Tools tab set, which contains two tabs: Items and List.
On the Announcements page, view the list items. The team members of Wide World Importers have not put any additional announcements on this list yet, so only the default announcement is displayed.
Hover your mouse over the list item and click the check box that appears on the left of the item’s title to select it.
When you select an item on the list, SharePoint opens the Items tab, which displays the Ribbon with the commands for working with list items.
Explore the Ribbon and notice the Ribbon groups, such as New, Manage, Actions, Share & Track, and Workflows.
In the List Tools tab set, click the List tab. The List tab opens and displays the commands on the Ribbon that allow you to configure the list.
Explore the Ribbon and notice the Ribbon groups, such as View Format, Datasheet, Manage Views, Share & Track, Connect & Export, and Settings.
To return to the site’s home page, click the Browse tab on the top of the screen and then click the Home tab on the top link bar.
A SharePoint library is, in essence, a list of files. However, SharePoint libraries not only store files, but they provide a flexible collaboration environment for you and your team to work on these files.
A SharePoint library page lists each file in the library, as well as its properties, and provides a link to each file. By default, the Team site comes with a built-in document library named Shared Documents that is listed on the Quick Launch.
In addition to the Shared Documents library, you can create your own document, picture, form, and wiki libraries when necessary. When creating a new library, you can choose to place a link to this library on the Quick Launch.
For more information on working with documents in document libraries, refer to Chapter 5. For more information on configuring document libraries, refer to Chapter 8.
In this exercise, you will view a list of all SharePoint libraries that exist on your site. You will then navigate to a Shared Documents library, explore its Ribbon, and then return to the home page.
Open the SharePoint site in which you’d like to view the list of existing libraries, if it is not already open. If prompted, type your user name and password, and then click OK.
On the Quick Launch, click Libraries.
The All Site Content page opens in the Document Libraries view. This view shows links to all existing libraries.
Click a link, such as Shared Documents. The Shared Documents library page appears.
On the top of the screen, notice the Browse tab, the content navigation breadcrumb, and the top link bar. To the right of the Browse tab, notice the contextual Library Tools tab set, which contains two tabs: Documents and Library.
On the Shared Documents page, view the list of files in this library.
In this example, the team members of Wide World Importers have not put any documents in this library yet.
Click the Documents tab, which displays the Ribbon with the commands for working with documents stored in the library.
Explore the Ribbon and notice the Ribbon groups, such as New, Open & Check Out, Manage, Share & Track, Copies, and Workflows.
In the Library Tools tab set, click the Library tab, which opens and displays the commands on the Ribbon that allow you to configure the library.
Explore the Ribbon and notice the Ribbon groups, such as View Format, Datasheet, Manage Views, Share & Track, Connect & Export, Customize Library, and Settings.
To return to the site’s home page, click the Navigate Up icon on the top of the screen, and then, in the navigation path that appears, click the node with your site’s name, such as Wide World Importers.
On a SharePoint Foundation site, you can customize both the top and left navigation areas. In the top navigation area, in addition to the links maintained by SharePoint Foundation, you can configure the top link bar to contain links of your own choosing and select the order of their appearance on the bar. In the following exercise, you will create and position a new tab on the top link bar and then delete it.
Open the top-level site (such as http://wideworldimporters) from the address bar of your browser, if it is not already open. If prompted, type your user name and password, and click OK.
BE SURE TO verify that you have sufficient rights to manage the site. If in doubt, see the Appendix A at the back of this book.
On the Site Actions menu, click Site Settings. The Site Settings page is displayed.
In the Look and Feel section, click Top link bar.
The Top Link Bar page is displayed. It shows the links that appear in the top link bar of the site. In our example, two links are already showing: Home and Travel. These links represent the top-level site and the Travel subsite.
Click New Navigation Link on the top of the page to display the New Navigation Link page.
On the New Navigation Link page, in the URL area, in the Type the Web address box, type http://www.microsoft.com/sharepoint. Then, in the Type the description box, type SharePoint Home.
Click OK. The new link is added to the top link bar and is listed on the Top Link Bar page.
To test the link, click the new tab to open the SharePoint Products home page at the Microsoft website.
On the top of the browser window, to the left of the address bar, click the down arrow button to display the list of recent sites. Click Top Link Bar to go back to the page.
You will now reorder the tabs on the top link bar.
On the Top Link Bar page, click Change Order. The Reorder Links page appears.
From the Link Order drop-down list to the left of the SharePoint Home link, choose 1.
The list of the links is reordered automatically. The Link Order for the Home link has changed to 2, and the Link Order for the Travel link has changed to 3.
Click OK. The tabs on the top link bar have been reordered, and you are taken back to the Top Link Bar page.
You will now delete the link from the top link bar.
On the Top Link Bar page, click the Edit icon to the left of the link you’d like to delete, such as SharePoint Home.
On the Edit Link page, click Delete.
Click OK in the confirmation message box when it appears.
You are back at the Top Link Bar page. Notice that the link has been deleted.
On the breadcrumb, click the first link on the left, such as Wide World Importers, to return to the home page of your site.
There are many options available for customization of the left navigation panel. Similar to the top link bar, you can change the Quick Launch. You can add new links, edit and reorder existing links, and delete those links that you no longer require. You can even hide the entire Quick Launch if you don’t need it anymore. In addition, you can display a graphical representation of the site components as a tree view.
You cannot remove the All Site Content and Recycle Bin links from the left navigation panel.
In this exercise, you will add a link to the Quick Launch and also reorder the Quick Launch links.
Open the top-level site (such as http://wideworldimporters) from the address bar of your browser, if it is not already open. If prompted, type your user name and password, and click OK.
BE SURE TO verify that you have sufficient rights to manage the site. If in doubt, see the Appendix A at the back of this book.
On the Site Actions menu, click Site Settings.
On the Site Settings page, in the Look and Feel section, click Quick launch. The Quick Launch page appears.
On the Quick Launch page, click New Heading. The New Heading page appears.
In the URL section, in the Type the Web address box, type http://office.microsoft.com/en-us/sharepoint-foundation-help. In the Type the description box, type Help, and then click OK. You have created a link called Help on the Quick Launch that points to the online help for SharePoint Foundation.
If you’d like to create a heading on the Quick Launch that is not a link but a section heading for a collection of links, type # in the Web Address box. You can then add links to the new section using the New Navigation Link command on the Quick Launch page.
Back on the Quick Launch page, notice the Help link has appeared at the bottom of the page. You will now move the Help link to the first position on the Quick Launch.
Click Change Order on the toolbar. The Reorder Links page appears.
From the drop-down list to the left of the Help link, choose the number 1.
All the other links are reordered.
Click OK to save the new order. The Quick Launch page appears, with the Help link displayed at the top.
Return to the site’s home page by clicking the Home tab on the top link bar.
On the home page, the new Help link is displayed in the left navigation panel on top of the Quick Launch.
Clicking the new Help link takes you to the SharePoint Foundation online help page.
While the Quick Launch represents the frequently needed links, it is sometimes useful to see the full structure of the site visually, in a graphical representation. In this exercise, you will modify the left navigation panel to display the tree view of the site’s structure.
Open the SharePoint site in which you’d like to modify the left navigation panel, if it is not already open. If prompted, type your user name and password, and then click OK.
BE SURE TO verify that you have permissions to manage the site. If in doubt, see the Appendix A at the back of this book.
On the Site Actions menu, click Site Settings. The Site Settings page is displayed.
In the Look and Feel area, click Tree view.
On the Tree view page, select the Enable Tree View check box. Click OK.
You are taken back to the Site Settings page.
Return to the site’s home page by clicking the Home tab on the top link bar.
The left navigation panel on the home page has changed. Below the Quick Launch, it now displays the Site Content panel, which shows the parts of the site, as well as subsites, in a tree view. In the Site Content panel, notice the difference in the icons that represent different parts of the site’s infrastructure, such as the Travel subsite, the Shared Documents document library, the Announcements list, the Calendar list, the Links list, the Tasks list, and the default discussion board.
Using steps 1-4 of this exercise as a guide, on the Tree view page, disable the Quick Launch. Verify that the left navigation panel displays the Site Content but does not display the Quick Launch.
You will now bring the left navigation panel back to its original configuration, in which it displays the Quick Launch but does not display the Site Content.
Using steps 1-4 of this exercise as a guide, on the Tree view page, disable the Tree View and enable the Quick Launch. Return to the home page to verify that the left navigation panel displays the Quick Launch.
In addition to text, images, and lists, a web page on a SharePoint site can contain one or more Web Parts. A Web Part is an independent component that can be reused, shared, and personalized by all users who have permission to access it. Web Parts are the basic building blocks of a page; each Web Part occupies its own rectangular area within the page.
For example, the home page of a newly created Team site contains a Web Part that displays the content of the Shared Documents library.
Web pages can contain several Web Parts that can be connected if necessary. SharePoint Foundation provides built-in Web Parts for all lists and libraries on the current site that you can insert in a web page. By using Web Parts, you can organize disparate information and consolidate data (such as lists and charts) and web content (such as text, links, and images) into a single web page.
For more information on web pages and Web Parts, refer to Chapter 6.
In this exercise, you will add a Web Part for the Announcements list to the home page of the Team site.
Open the SharePoint site home page, such as http://wideworldimporters, if it is not already open. If prompted, type your user name and password, and then click OK.
BE SURE TO verify that you have sufficient rights to edit the home page of this site. If in doubt, see the Appendix A at the back of this book.
On the top of the screen, click the Page tab.
In the Edit group on the Ribbon, click the Edit button.
The page is redisplayed in Edit mode, with the content areas of the page that you can modify outlined.
Position your cursor where you would like the Web Part to be inserted. For example, click below the Welcome message and above the Shared Documents title.
In the Editing Tools tab set, click the Insert tab.
In the Web Parts group, click the Existing List button.
The Web Parts pane appears below the Ribbon.
In the Web Parts pane, make sure the Announcements list is selected, and then click Add.
The Announcements Web Part has been added to the web page at the location of the cursor. It displays the items in the Announcements list.
On the top of the page, click the Page tab, and then, in the Edit group on the Ribbon, click the Save & Close button.
The changes to the home page have been saved, the Page tab with the Ribbon has been closed, and the home page is redisplayed on the Browse tab.
In the Announcements Web Part, hover the mouse over any list item and click the check box that appears on the left of the item’s title to select it. The Items tab in the List Tools tab set appears and displays the same Ribbon as the list page, providing you with the ability to work with the list items from within the Web Part without leaving the current page and navigating to the list page.
In the Announcements Web Part, clear the check box on the left of the item’s title. The Items tab with the Ribbon closes, and the page is redisplayed on the Browse tab for viewing.
The Recycle Bin in SharePoint Foundation provides two-stage protection against accidental deletions. When you delete a document or other item from the SharePoint Foundation site, it is deleted from the site and moved to the site’s Recycle Bin, where it can be restored if needed. If you then delete this item from the site’s Recycle Bin, it is moved to the site collection’s Recycle Bin. From there, the document can be either restored to its original location or deleted permanently.
By default, the site’s Recycle Bin holds the items for 30 days before deleting them permanently. Your SharePoint administrator can modify this setting.
In this exercise, you will delete and restore a document from the Recycle Bin.
Open the SharePoint site in which you’d like to delete and restore the document, if it is not already open. This exercise uses the http://wideworldimporters/travel site, but you can open any site that you want. If prompted, type your user name and password, and then click OK.
BE SURE TO verify that you have permissions to delete and restore items on this site. If in doubt, see the Appendix A at the back of this book.
On the site home page, select the Shared Documents Web Part by hovering your mouse over the Web Part title and clicking the check box that appears on the right of the title.
The Documents tab opens and displays the Ribbon on the top of the page.
In the Shared Documents Web Part, select a document that you would like to remove by hovering your mouse over its name and selecting the check box that appears on the left of the name.
In the Manage group on the Ribbon, click Delete Document.
Click OK in the confirmation message box when it appears.
The document has been deleted from the Shared Documents library. You will now restore this document from the site’s Recycle Bin.
At the bottom of the left navigation panel, click Recycle Bin. The Recycle Bin page appears.
On the Recycle Bin page, select the document that you just deleted by clicking the check box to the left of its name. Then, to restore the document to its original location, click the Restore Selection option on the top of the page.
Click OK in the message box to confirm that you would like to restore this document.
The document has been restored.
Return to the site’s home page by using either the link on the content navigation breadcrumb or the tab on the top link bar. Verify that the document has been restored and is displayed in the Shared Documents Web Part.
If an item has been deleted accidentally from the site’s Recycle Bin, it can be restored from the Recycle Bin of the site collection. In this exercise, you will restore the document that has been removed from the site and its Recycle Bin.
Open the SharePoint site in which a document to be deleted and restored is residing, if it is not already open. If prompted, type your user name and password, and then click OK.
BE SURE TO verify that you have permissions to manage the top-level site. If in doubt, see the Appendix A at the back of this book.
Using steps 1-5 from the previous exercise as a guide, delete a document from the Shared Documents library, and then go to the site’s Recycle Bin page.
On the Recycle Bin page, select the document by clicking the check box to the left of its name. Then, click Delete Selection on the top of the page.
Click OK in the confirmation message box when it appears. The document has been deleted from the site’s Recycle Bin.
On the top of the page, click the Navigate Up icon, and go to the top-level site by clicking the top node on the path.
On the home page of the top-level site, on the Site Actions menu, click Site Settings.
On the Site Settings page, in the Site Collection Administration section, click Recycle bin.
On the Site Collection Recycle Bin page, in the left navigation area, under Select a View, click Deleted from end user Recycle Bin.
Select the document that you just deleted by clicking the check box to the left of its name, and then clicking Restore Selection.
Click OK in the confirmation message box when it appears. The document has been restored to its original location.
Using the top link bar, navigate to the home page of the subsite from where the document was removed and verify that it has been restored.
The infrastructure of a typical SharePoint Team site includes the following components: libraries, lists, discussion boards, surveys, and a Recycle Bin.
A home page of a SharePoint site has two main navigation areas at the top and left areas of the page. The top navigation area contains the top link bar, the content breadcrumb, and the Navigate Up icon. The left navigation panel contains the set of Quick Launch links, the All Site Content link, and the Recycle Bin link.
The top link bar provides navigation between the sites, while the left navigation panel provides navigation within the current site.
Both the top link bar and the Quick Launch can be customized to include the links of your choice.
The All Site Content page that is linked from the left navigation panel displays all the libraries, lists, discussion boards, and surveys on your site. It also provides links to child sites and Workspaces. You cannot delete the All Site Content link from the left navigation panel.
A SharePoint site can have many subsites. The hierarchy of these subsites, on web servers, resembles the hierarchy of folders on file systems.
Sites that do not have a parent site are referred to as top-level sites. Top-level sites can have multiple subsites, and these subsites can have multiple subsites, proceeding downward as many levels as you need.
The Ribbon interface is new to SharePoint Foundation. The Ribbon is contextual and is designed to help you quickly locate the commands for performing actions on pages, documents, and lists.
Commands on the Ribbon are organized in logical groups, displayed together under tabs. Each tab relates to a type of SharePoint site component you are working with, such as a document library or a web page.
The home page of a typical SharePoint site contains one or more Web Parts.
A Recycle Bin provides two-stage protection against accidental deletions.