Things you need to know before you start
● Basic Requirements of browser and Office
● Anatomy of a Site
● How to log-in
● Understanding the Library - Video (12:25)
● Understanding Silverlight
Things you do one time
● Changing a Logo - Video (4:47)
● Changing a Header Image - Video (3:44)
● Changing the Contact Information - Video (2:03)
● Changing Color - Video (4:24)
● Inserting the News Rotator Web Part - Video (7:45)
Things you do everyday
● Importing Content
○ Text and Formatting - Video (3:22)
○ Images - Video (4:03)
○ Videos - Video (4:27)
○ Supported media formats
○ Web Parts - Video (4:02)
● Calendars - Inserting/ Overlaying
○ Adding Calendar Events - Video (3:31)
○ Deleting Calendar Events - Video (1:02)
○ Editing Calendar Events
○ Creating a New Calendar
○ Importing Calendar Events from Google - Video (7:26)
● Publishing - for the world to see - Video (4:35)
Things you do every so often
● Navigation
○ Managing Site-Wide Navigation - Video (1:36)
○ Managing Subsite Navigation - Video (6:09)
● Pages & Sub-sites
○ Creating a Subsite - Video (2:57)
○ Creating a Page - Video (1:33)
Basic Requirements
Browser Version
Recommended: Internet Explorer 7 or 8 on Windows XP, Vista, or 7, or Internet Explorer 9 on Windows 7.
Others: Firefox 3.5 or later, Safari 4 or later for Windows, Google Chrome.
On a Mac: You can also edit SharePoint pages with Safari or Firefox on a Mac, but with some functionality differing or missing from what is in this guide.
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Office Version
SharePoint 2010 also features integration with Microsoft Office 2007 and 2010 for PCs, and Office 2011 for Mac. For example, once a document has been uploaded to a SharePoint site, it can be edited directly within SharePoint without the need to download a copy and re-upload it once your changes have been made. For optimal integration, use Office 2010 if available, or Office 2007. Office 2003 offers minimal integration, so a more recent version is recommended. To use Office integration with a Mac, Office 2011 must be used. There is no direct integration with Office 2008, although users can use Microsoft Document Connection (a separate download for Office 2008 but included with Office 2011) to improve the integration experience.
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Silverlight
SharePoint 2010 uses certain controls written in Silverlight to provide a richer experience when working with SharePoint. To install Silverlight on your computer visit www.microsoft.com/silverlight/resources and click Get Silverlight Now.
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Elements of the SharePoint page
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Signing in to SharePoint
Before you can begin to edit your SharePoint pages, you’ll need to sign into the site.
1. In the upper right corner of the page, click the Sign In link
2. In the dialog window that pops up, type ccsdd5\username in the username field (replace “username” with your user name), and your district password in the password field.
3. Click OK
You will see your name in place of the sign in link. The page may have extra elements on it based on your permissions to certain areas of the site. For example, if you have access to edit a certain area of the site, you will see the Site Action menu on the left side of the Ribbon area. If you don’t have access to edit a page or area in the site, you won’t see the Site Actions menu.
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Changing the Logo
1. Site Actions > View All Site Content
2. Click Images library
3. Click on Add New Item and Browse for logo
a. NOTE: Pixels should not exceed 104 X 87
4. Click Save. Image will now be in your Images Library.
5. Click image name (link) to open in separate browser page and Copy the URL.
6. Click the Back button
7. Click Site Actions > Site Settings
8. Under the Look and Feel section, select Title, Description, and Icon
9. Paste URL of image (from step 5) into URL field. Click OK
Changing the Header Image
1. Go to Root or Home Page of site
2. Site Actions > View All Site Content
3. Click Header Images library
4. Click Upload button and Browse for header on your computer and click Open and the OK
a. NOTE: Pixels of image should be exactly 977 X 180
5. Click Save. Return to home page to preview new header
Changing the Contact Information
1. Go to Root or Home Page of site
2. Site Actions > View All Site Content
3. Click on School Contact Information
4. Click Add New Item
5. Complete school contact information fields with your school’s contact information
6. Click Save. Return to home page to preview school contact information in header
Changing Colors
1. Enter Edit Mode
2. Site Actions > Site Settings
3. In the Look and Feel section > Site Theme
4. Select Theme or select colors manually
5. Under Apply Theme, select the second button - Apply the selected theme to this site and reset all subsites to inherent theme.
6. Click Apply. Return to home page to preview school contact information in header
Inserting the News Rotator Web Part
1. Enter Edit Mode
2. Select the desired web part zone on your page and click on Add Web Part
3. In the ribbon under the Categories section, click on List and Libraries
4. Under the Web Parts section, click on News and then the Add button
5. A News web part is now created. Within the News title bar, click on the drop down menu and select Edit Web Part
6. The Tool Pane will appear to the upper right of your webpage (IMPORTANT: please note that you may have to scroll to view the menu).
7. In the Tool Pane, change...
a. Selected View to News Rotator View
b. Toolbar Type to No Toolbar
c. In the Appearance Section - set Chrome Type to None
d. Click OK button
8. You Web Part Rotator is now set up. Click the Save button
Adding Content to the News Rotator
1. Choose Site Actions > View All Site Content. Select and open the News library
2. Click Add New Item link
3. Enter Title, Description, and Link (optional) of new item (NOTE: do NOT modify text style here)
4. To add an image, click on the Click here to enter a picture from SharePoint link
5. Click Browse to select image and find library where image resides and click OK
a. IMPORTANT: Images for the news rotator part must be no larger than 201 x 147 pixels
6. Click OK and then Save
7. Repeat steps 1-7 to add additional items.
Inserting Text
1. Copy text from existing file or web-page
2. Enter Edit Mode on your SharePoint website
3. Position the cursor where you want your text to appear on the page
4. Paste as Plain Text the previously copied text
5. If you need to format you text, use the Mark-up Styles button (in the ribbon) to select the appropriate heading or style.
6. Click Save
Inserting an Image
1. Enter Edit Mode
2. Position the cursor where you want your image to appear on the page
3. In the Ribbon, click the Insert tab
4. Select the Picture dropdown icon drop down in ribbon and choose...
a. From Computer (upload image to SharePoint Image Library from your computer)
b. From SharePoint (if image has already been uploaded)
c. From URL (paste URL into address bar) – NOT RECOMMENDED
5. Click Save/OK
Inserting a Video
1. Uploading a video to your website
a. Enter Edit Mode
b. Site Actions to All Site Content
c. Select Images from Document Libraries
d. Click Add new item
e. Click on the Choose File button to browse for video (please note that SharePoint supports only .wmv, video formats).
f. Under Content Type, change to Video and Save
g. Video is now uploaded to your video/images directory
2. Playing a video within your website
a. Enter Edit Mode
b. Position the cursor where you want your image to appear on the page
c. In the Ribbon, click the Insert tab
d. Click on Video and Audio
e. A Media Web Part (place holder) will appear within your site. Click the center of the Web Part to configure.
f. In the Ribbon, click Change Media button drop-down and select From SharePoint and browse to your video from the Images/Video library.
g. Select your video and click OK
3. Embedding a YouTube Video
a. In YouTube,
i. find desired video
ii. click the Share button
iii. click the Embed button
iv. Copy the embedding code.
b. In your SharePoint website,
i. enter Edit Mode
ii. Find desired web part zone and select Add a Web Part
iii. In the Categories menu (upper left), select Media and Content and then Content Editor to the right
iv. Click the Add button. This will add a Content Editor section to your SharePoint page.
v. Click to the left of where it says Click here to add new content
Inserting a Web Part
1. Enter Edit Mode
2. Position the cursor where you want your image to appear on the page (page content section)
3. In the Ribbon, click the Insert tab
4. Click on the Web Part button
5. In the Categories menu (upper left), select Media and Content and then Content Editor to the right
6. Click the Add button. This will add a Content Editor section to your SharePoint page.
7. Click to the left of where it says Click here to add new content
8.
9. Click Save/OK
Publishing - for the world to see - Video (4:35)
1. Enter Edit Mode
2. NOTE: Every item, including pictures, videos, pdf files, etc. much be published individually in order for the world to see.
3. Click on the Publish tab and click on the Publish Icon in the ribbon
Inserting an Image from SharePoint (image has already been uploaded to SharePoint)
1. In Edit Mode, click the Insert tab in the Ribbon
2. Click the Image button (or click the Image dropdown and select From SharePoint)
3. Click Browse to browse the SharePoint site
4. Navigate through the sites and folders to find the image you want to add
5. Click the image
6. Click OK
Insert an Image from a URL
1. In Edit Mode, click the Insert tab in the Ribbon
2. Click the Image dropdown and select From URL
3. Type or Paste in the URL for the image you want to add (this can be a URL from SharePoint or an external site)
A note about linking to external pictures: It is generally considered poor web etiquette to link directly to an image on another website. Instead, you should download the image you wish to use from the external site and upload it to SharePoint first. Some images may be copyrighted, so be careful when adding images to your page that you acquire from other websites.
Creating Document Libraries - Video (12:25)
You’re not limited to the single document library you get by default. You can create multiple document libraries for your site if you want. Some users prefer to organize content with multiple document libraries while others prefer to use a single document library and use metadata and views to organize the content. There are a few ways to create a new document library. The easiest is by using the Site Actions menu.
Create a New Document library using Site Actions
1. Click Site Actions > New Document Library
2. Type a Title for the document library
3. Optionally type a description
4. Choose whether you want the document to display on the quick launch area (contextual navigation) Most of the time you will choose No
5. Choose whether to track version history for documents stored in your document library. If you choose Yes, each time you upload a document with the same name as an existing document it will add a new version to the file. If you choose No, it will overwrite the file
6. Choose the document template. This is what will be created when you create new documents within the library using the New Document button. Generally this can be left as the default
7. Click Create
Creating a New Document Library from the View All Site Content page
1. On the View All Site Content page click the Create button
2. Use the filters on the left to select the Library category
3. Click the Document Library icon in the middle section
4. Type a name for the document library in the Name field
5. You can click Create to create the document library using the default settings or you can click More Options to set additional configuration settings
6. If you click More Options, follow steps 2-7 in the previous section
Creating a New Document Library from the Site Actions Menu
You can also create a document library from clicking Site Actions > More Options... This opens the same Create dialog window that opens when you click the Create button on the View All Site Content page. Follow steps 2-6 in the previous section to create a document library using this method.
Creating Lists
Creating lists is nearly identical to creating a document library. You can create a list either from the Site Actions Menu by clicking Site Actions > More Options or from the View All Site Content page by clicking the Create button. Both options bring up the same Create interface. You can choose from a variety of list types, such as an announcements list, a calendar, contacts list, a discussion board, and more. You can even create your own custom list
1. Use the category filter on the left to select List
2. Choose your list type.
3. Type a name for the list in the Name field
4. Optionally click More Options to type a description for the list and choose whether or not to have the list show up in the contextual navigation (default is No).
5. Click Create to create the list
Adding Items to a List
Once you have created or opened a list, you can begin adding items to a list by clicking the Item tab in the Ribbon and clicking New Item, or by clicking the Add New Item link on the list page.
Adding Metadata Fields (Columns) to a List or Library
All lists and libraries come with a set of metadata, or data about the individual items or documents. Metadata is stored in the columns associated with a list. In Windows or Mac OSX, you can open a folder with documents in it and see columns of metadata, such as file size, created, and more. In a document library in SharePoint, for instance, some of the included metadata fields are Created, Modified, Modified By, File Size, etc. Different lists each have their own set of metadata. A calendar list for example has metadata about the events in the calendar, such as Start Date, End Date, and Location. A custom list doesn’t come with any metadata. You can add additional metadata columns to your list and library using the Ribbon interface or the List Settings or Library Settings page. The process of adding columns is the same for both lists and libraries.