Information Management @ Cardiff Met:

Team Site Administration with SharePoint 2010

Workbook –

Cardiff Met School of Law


Cardiff Met will soon incorporate a new academic school – Cardiff Met School of Law. You have been asked to create a team site infrastructure that members of the new school can use to store their documents and collaborate with their colleagues.

Task 1 – Team Site Creation

The first step is to create the “root” site for the School of Law and two sub-sites for the Criminal Law and Contract Law departments.

Part A

  1. Navigate to the SharePoint 2010 Training Site [http://teamsites.uwic.ac.uk/miscellaneous/train/SP2010Training/]
  2. Use the Site Actions menu to create a new site team site:
  3. Title it: [Your Initials] School of Law. E.g. GJ – School of Law.
  4. Choose a suitable URL.

Part B

  1. Navigate back to your [Your Initials] School of Law site.
  2. Create another site within the School of Law site:
  3. Title it: Criminal Law
  4. Choose a suitable URL.
  5. Use More Options to:
  6. Under the Navigation section, specify that the site should appear in the Quick Launch of the parent site.
  7. Under Navigation Inheritance, specify that the site use the top link bar from the parent site.
  8. Repeat steps 1-2, but this time title the site Contract Law.

Task 2 – Customising your team site

Each newly created site will be setup with a standard “out-of-the-box” layout and design. Customising the site allows it to be personalised and better suited to the needs of its members.

Part A

  1. Navigate to your [Your Initials] School of Law site (the parent site).
  2. Use the Edit Page command from the Site Actions menu to edit your team site.
  3. Delete any material from the page:
  4. Remove the text from the middle column (that begins Welcome to your site).
  5. Delete the Shared Documents library from the middle column.
  6. Delete the stock photo and the Getting Started links from the right column.
  7. In the middle column type in a title at the top of the page – Cardiff Met School of Law.
  8. Use the Format Text tab on the ribbon to customise the title; increase the font size and change the colour of the text.
  9. Add some explanatory text beneath the title that describes the purpose of the team site. Format appropriately.
  10. Position the cursor in the right column. Use the Insert tab on the ribbon to insert a web part - choose the Site Navigator web part from the Miscellaneous category:
  1. Click Add to add the web part to the page.
  2. Click the Save & Close button on the Page tab to update the page with your changes.

/ Extension Idea

Try adding a picture to your page:

·  Search the web for a suitable image.

·  Save the picture to your My Site.

·  Edit the team site page.

·  Use the Insert tab to insert a picture From Computer:

·  Locate the picture you saved earlier and add it to the page.

Part B

  1. Navigate to the announcements list for your new School of Law site (choose the Lists link in the Quick Launch navigation à Announcements).
  2. Add a new announcement announcing the imminent opening of the School of Law.
  3. Delete the default system announcement (entitled Get Started with SharePoint foundation).
  4. Return to the homepage for your site and edit the page.
  5. Position the cursor at the bottom of the left column. Use the Insert tab on the ribbon to insert an Existing List.
  6. Choose the Announcements list:

  1. Save & Close the page.

/ Extension Ideas

·  Modify the existing Team Discussion list, repurpose as a law discussion forum:

o  Rename the list: open the list à List Tools à List à List Settings à Title, description and navigation.

o  Try starting a new discussion thread.

o  Add a web part for the discussion board to the home page of the Cardiff Met School of Law team site.

·  Create a School of Law blog (Site Actions à More Options) and experiment with creating posts and categories.

·  Setup a School of Law Admin wiki (Site Actions à More Options) that is designed to share knowledge on administering the Cardiff Met School of Law.

Part C

Customise the Quick Launch for the Cardiff Met School of Law. Ideas:

·  Create a new link to the Home page of Cardiff Met School of Law.

·  Amend the Headings to make them more user-friendly. E.g. rename Lists to Events.

·  Adjust the order of the links.

Task 3 – Permissions

Permissions for the site need to be amended to ensure the correct people have the correct level of access.

Part A

1.  Use Site Actions à Site Permissions to examine the permissions for your School of Law site.

2.  Use the Check Permissions button for a detailed breakdown of your permissions.

Part B

Navigate to the Criminal Law site and use Site Actions à Site Permissions to stop inheriting permissions. This will allow you to modify the permissions:

1.  Remove permissions for the following staff who don’t work for the Criminal Law department:

  1. David Ruckley.
  2. Simon Broadhead.

2.  User: Chris Evans should only have contribute access, not full control. Modify the permissions to reflect this.

3.  Grant the following staff read permission to the Criminal Law site:

  1. Arwyn Jones.
  2. Paul Mugleston.

Hint: At this stage, don’t Add users to a SharePoint group, instead Grant users permission directly. We’ll explore groups a bit later on.

Task 4 – Groups

Groups can be created to manage permissions more efficiently.

  1. Navigate to your Contract Law team site.
  2. Use Site Actions à Site Settings à People and groups to access the People and Groups management screen. Click the Groups link in the Quick Launch navigation:
  1. Use the New menu to create a new group. Entitle it [Your initials] Contract Law Admins and accept all the default options.
  2. Add Paul Kinsey to the group.
  3. Create a second group: [Your initials] Contract Law Users and accept all the default options.
  4. Add Paul Kinsey, Chris Evans and Simon Broadhead to the group.
  5. Return to the Site Actions à Site Permissions screen and grant [Your initials] Contract Law Admins full control to the Contract law site.
  6. Grant [Your initials] Contract Law contribute access to the Contract law site.

Task 5 – Document libraries.

The document libraries for the main School of Law site now need to be setup and configured.

Part A

  1. Navigate to your [Your Initials] School of Law site.
  2. Create a new document library: Policies and Procedures.
  3. Create a second document library, utilise options to enable version history. Name the library Minutes.

Part B

Use the document library settings screen to:

  1. Enable version history for the Policies and Procedures library.
  2. Stop inheriting permissions for the Minutes library.
  3. Remove permissions from the Minutes library for David Ruckley and Simon Broadhead.

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