Contents at a Glance
Contents
About the Author
About the Technical Reviewer
Acknowledgments
Introduction
Chapter 1: Introduction to SharePoint Technologies
What Is Microsoft SharePoint 2016
SharePoint Server 2016
Office 365 SharePoint Online
The Evolution of SharePoint
Exploring What’s New in SharePoint 2016
Understanding the Value of SharePoint 2016
SharePoint Building Blocks
Summary
Chapter 2: Understanding Sites
Understanding Site Collections and Sites
Site Structures and Layouts
App Launcher
User Menu
Settings Menu
Ribbon
Social Tools
Page Management Tools
Navigation Bar
Search Bar
Quick Launch Navigation
Content Area
Standard Site Templates
Collaboration
Team Site Template
Blog Template
Project Site Template
Community Site Template
Enterprise
Document Center Template
Records Center Template
Business Intelligence Center Template
Enterprise Search Center Template
Basic Search Center Template
Visio Process Repository Template
Publishing
Publishing Site Template
Publishing Site with Workflow Template
Enterprise Wiki Template
SharePoint Portal Templates
Developer Site
In-Place Hold Policy Center
eDiscovery Center
Compliance Policy Center
Community Portal
Publishing Portal
Product Catalog
Summary
Chapter 3: Working with Sites
Navigating the SharePoint Environment
Navigating Within a Site
Navigating Sites with Mobile Devices
Using the Ribbon
Creating Sites
Deleting Sites
Managing Site Security
Managing SharePoint Groups
Creating SharePoint Groups
Editing SharePoint Groups
Deleting SharePoint Groups
Adding Users to SharePoint Groups
Removing Users from a SharePoint Group
Viewing SharePoint Group Permissions
Changing Permission Inheritance for a Site
Managing Permission Levels
Adding Permission Levels
Creating a New Permission Level As a Copy of an Existing Permission Level
Edit Existing Permission Levels
Deleting Existing Permission Levels
Managing Site Collection Administrators
Changing Site Details
Updating the Site Title, Description, Logo, and URL
Configuring Regional Settings for a Site
Defining the Welcome Page
Managing Site Navigation
Customizing Quick Launch Navigation for Sites
Configuring the Quick Launch Display:Tree View and Standard View
Configuring Quick Launch Options
Changing the Order of Quick Launch Items
Adding New Headings and Links to the Quick Launch
Editing Headings and Links in Quick Launch
Delete Headings and Links in Quick Launch
Customizing the Navigation Bar
Updating Navigation Bar Inheritance Settings
Changing the Order of Navigation Bar Items
Adding New Headings and Links to the Navigation Bar
Edit Headings and Links to the Navigation Bar
Deleting and Hiding Headings and Links on the Navigation Bar
Configuring Managed Navigation for the Navigation Bar
Creating a Navigation Term Set
Configuring the Navigation Bar to Use the Term Set
Using the Recycle Bin
Viewing Items in the Recycle Bin
Restoring Items from the Recycle Bin
Deleting Items from the Recycle Bin
Managing Site Design and Layout
Updating Site Themes
Working with Design Manager
Managing Device Channels
Selecting a New Site Design
Edit an Existing Site Design
Managing Page Layouts
Resetting Site Definitions
Controlling Access to Page Layouts and Site Templates
Identifying Master Pages and Style Sheets for a Site
Managing Site Templates
Creating Site Templates
Editing Site Templates
Deleting Site Templates
Managing Site Content and Structure
Managing Site and Site Collection Features
Managing Site Features
Managing Site Collection Features
Managing Content Variations
Variation Labels
Translatable Columns
Variation Logs
Managing Help Information
Using SharePoint Designer for Site Management
Summary
Chapter 4: Pages, Apps, and Web Parts
Pages
Web Part Pages
Creating Web Part Pages
Viewing Web Part Pages
Editing Web Part Pages
Wiki Pages
Creating Wiki Pages
Editing Wiki Pages
Managing the Page Layout
Editing Text
Adding Tables
Adding Pictures
Adding a Video or Audio File
Adding Links
Adding App Parts or Web Parts
Adding Embedded Code
Publishing Pages
Enabling Publishing Pages
Creating Publishing Pages
Editing Publishing Pages
Changing a Page Layout
Checking In and Publishing Pages
Apps
Adding Apps to Your Site
Adding Apps Directly
Requesting Apps to Add
Viewing Your App Requests
Removing Apps
Adding App Parts to Pages
Web Parts
Adding Web Parts to Pages
Editing Web Parts
Removing Web Parts
Connecting Web Parts
Exporting and Importing Web Parts
Standard SharePoint Web Parts
Apps
List View App Part
Blog
Blog Archives
Blog Notifications
Blog Tools
Business Data
Business Data Actions
Business Data Connectivity Filter
Business Data Item
Business Data Item Builder
Business Data List
Business Data Related List
Excel Web Access
Indicator Details
Status List
Visio Web Access
Community
About the Community
Join
My Membership
Tools
What’s Happening
Content Rollup
Categories
Content Query
Content Search
Project Summary
Relevant Documents
RSS Viewer
Site Aggregator
Sites in Category
Summary Links
Table of Contents
Term Property
Timeline
WSRP Viewer
XML Viewer
Document Sets
Document Set Content
Document Set Properties
Filters
Apply Filters Button
Choice Filter
Current User Filter
Date Filter
Page Field Filter
Query String (URL) Filter
SharePoint List Filter
SQL Server Analysis Services Filter
Text Filter
Forms
HTML Form Web Part
InfoPath Form Web Part
Media and Content
Content Editor Web Part
Get Started with Your Site Web Part
Image Viewer Web Part
Media Web Part
Page Viewer Web Part
Picture Library Slideshow Web Part
Script Editor Web Part
Silverlight Web Part
PerformancePoint
PerformancePoint Filter
PerformancePoint Report
PerformancePoint Scorecard
PerformancePoint Stack Selector
Search
Find by Document ID
Refinement
Search Box
Search Navigation
Search Results
Taxonomy Refinement Panel
Search-Driven Content
Category-Item Reuse
Items Matching a Tag
Pages
Pictures
Popular Items
Recently Changed Items
Recommended Items
Videos
Web Pages
Wiki Pages
Social Collaboration
Contact Details
Note Board
Organization Browser
Site Feed
Site Users
Tag Cloud
User Tasks
Summary
Chapter 5: Managing Lists and Libraries
Creating Lists and Libraries
Deleting Lists and Libraries
Managing List and Library Properties
Metadata Columns
Available Columns
Single Line of Text
Multiple Lines of Text
Choice (Menu to Choose From)
Number
Currency
Date and Time
Lookup
Yes/No
Person or Group
Hyperlink or Picture
Calculated
Task Outcome
External Data
Managed Metadata
Adding Columns
Editing Columns
Deleting Columns
Changing the Order of Columns
Setting Column Indexes
Configuring Keywords
Working with Views
Types of Views
Standard View
Datasheet View
Calendar View
Gantt View
Access View
Custom Views in SharePoint Designer
Creating Views
Creating Standard Views
Creating Datasheet Views
Creating Calendar Views
Creating Gantt Views
Creating Views in SharePoint Designer
Access View
Editing Existing Views
Delete Existing Views
RSS Feed Settings
Managing List and Library Permissions
Updating List and Library Inheritance Settings
Changing List and Library Permissions
File Plan Reporting
List and Library Office Integration
Excel SharePoint Integration
Exporting Lists or Libraries to Excel
Importing a Spreadsheet into Excel as a List
Access SharePoint Integration
Synchronizing List and Libraries for Offline Access
Summary
Chapter 6: Working with Lists
Types of Lists
Announcements
Incoming E-Mail Capabilities
Contacts
Exporting Contacts
Connecting Contacts Lists to Outlook
Calendar
Recurrence
Calendar Overlays
Group Calendars
Exporting Events
Connecting Calendar Lists to Outlook
Incoming E-Mail Capabilities
Discussion Boards
Managing Discussions
Marking a Discussion As Featured
Incoming E-Mail Capabilities
Issue Tracking
E-Mail Notifications
Links
Changing List Item Order
Promoted Links
Survey
Responding to a Survey
Tasks
Adding Subtasks
Connecting Tasks Lists with Outlook
Open a Tasks List in Project
External List
Custom List
Custom List in Datasheet View
Working with List Items
Adding Items to a List
Editing Items in a List
Using Quick Edit
Deleting Items in a List
Working with Attachments
Enable or Disable List Attachments
Adding Attachments to a List Item
Removing Attachments from a List Item
Filtering and Sorting List Items
Metadata Navigation
Using Views
Working with Folders
Managing Item Level Security
Managing Permission Inheritance
Editing Item Permissions
Versioning List Items
Enabling Versioning within a List
Accessing Version History
View Previous Versions of an Item
Restore Previous List Item Versions
Delete a Previous Version
Content Approval
Item Validation
Rating List Content
Using Star Ratings
Using Like Ratings
Audience Targeting
Summary
Chapter 7: Working with Libraries
Types of Libraries
Document Libraries
Incoming E-Mail Capabilities
Form Libraries
Adding Forms
Managing Form Templates
Creating Form Libraries in InfoPath
Filling Out Forms
Wiki Page Libraries
Picture Libraries
Asset Libraries
Report Libraries
Data Connection Libraries
Data Connections Library for PerformancePoint
Working with Documents
Adding Documents to Libraries
Uploading Documents
Creating New Documents in a Library
Using the New Document Menu
Editing Documents in SharePoint
Checking Documents In and Out
Editing Documents
Managing Document Opening Settings
Opening Documents
Editing Document Properties
Using Quick Edit
Managing Files with No Checked-in Version
Deleting Documents in a Library
Editing Documents Through Document Workspaces
Download a Copy
Working with Folders
Document Sets
Working in Document Sets
Document Set Version Management
Managing Item Level Security
Managing Permission Inheritance
Editing Document Permissions
Audience Targeting
Document Versioning
Enable Versioning
Working with Existing Versions
Content Approval
Copying Documents with the Send To Option
Item Validation
Document Templates
Rating Library Content
Using Star Ratings
Using Like Ratings
Document ID Service
Working with Documents in Office
Saving Documents to SharePoint
Editing Document Properties
Accessing Documents While Offline in Outlook
Summary
Chapter 8: Working with Site Columns, Content Types, and Term Sets
Site Columns
Creating Site Columns
Additional Column Types for Site Columns
Full HTML Content with Formatting and Constraints for Publishing
Image with Formatting and Constraints for Publishing
Hyperlink with Formatting and Constraints for Publishing
Summary Links Data
Rich Media Data for Publishing
Adding and Configuring Site Columns in Lists and Libraries
Removing a Site Column from a List or Library
Editing Existing Site Columns
Deleting Existing Site Columns
Content Types
Creating and Configuring Content Types
Configuring and Editing an Existing Content Type
Editing General Content Type Details
Configuring Content Type Advanced Settings
Manage a Content Type’s Workflows
Managing a Content Type’s Information Management Policies
Managing Content Type Document Information Panel Settings
Adding Site Columns to Content Types
Editing Site Column Settings for a Content Type
Removing Site Columns from a Content Type
Changing the Column Ordering of a Content Type
Deleting Content Types
Configuring Content Types for Lists and Libraries
Enable the Use of Content Types in Lists and Libraries
Adding Content Types to Lists and Libraries
Managing Content Type Defaults and Order in a List or Library
Deleting a Content Type from a List or Library
Configuring Content Type Settings in a List or Library
Working with Content Types in a List or Library
Term Sets
Term Store Administration
Managing Term Sets
Adding Term Sets and Terms
Managing Term Set Properties
Managing Term Properties
Working with Terms as Metadata
Summary
Chapter 9: Workflows and Information Management Policies
Workflow Overview
Workflow Lists
Workflow Tasks List
Workflow History List
Creating and Configuring Workflows
Creating Out of the Box Workflows
Three-State Workflow
Approval — SharePoint 2010 Workflow
Collect Feedback — SharePoint 2010 Workflow
Collect Signatures — SharePoint 2010 Workflow
Disposition Approval Workflow
Creating SharePoint Designer Workflows
Creating SharePoint Designer List and Library Workflows
Creating SharePoint Designer Site Workflows
Creating Reusable Workflows
SharePoint Designer Workflow Activities
Using Visual Designer when Creating Workflows
Managing Workflows
Viewing Available Workflows
Editing General Workflow Details
Blocking Workflows
Deleting Workflows
Editing Workflows
Editing Out of the Box Workflows
Editing SharePoint Designer Workflows
Running Workflows
Running List and Library Workflows
Running Site Workflows
Working with Workflow Instances
Viewing Workflow Instance Status and History
Terminating Workflow Instances
Information Management Policies
Policy Types
Retention
Auditing
Barcodes
Labels
Site Collection Policies
Content Type Policies
List and Library Content Type Policies
List and Library Policies
Viewing Compliance Details
Policy Exemptions
Summary
Chapter 10: Records Management
Understanding Records Management
Proactive Records Management Planning
Identify Records
Planning for Content Holds
Adding Content with Content Organizer
Enabling Content Organizer
Configuring Content Organizer
Configuring Content Organizer Rules
Using Content Organizer
Managing Records
Managing Site Collection Records Declaration Settings
Managing List and Library Record Declaration Settings
Manual Records Declaration
Managing Records through Record Retention Rules
Configuring Retention Policies
Viewing Item Retention Stage Details
Record Centers
Configuring Record Center Sites
Managing Documents in Record Center Sites
Document Centers
Content Holds
Local Holds
Creating Local Holds
Adding Items to Local Holds Individually
Adding Items to Local Holds Through Search
Removing Items from a Local Hold
Viewing All Items in a Hold
Viewing All Holds Associated with an Item
eDiscovery Center Holds
Creating Cases
Creating eDiscovery Sets
Creating Queries
Exports
In-Place Hold Policy Center
Creating In-Place Hold Policies
Compliance Policy Center
Deletion Policies
Assigning Deletion Policies to Site Templates
Assigning Deletion Policies to Site Collections
Data Loss Prevention Policies
Creating Data Loss Prevention Policies
Applying Data Loss Prevention Policies to Site Collections
Summary
Chapter 11: Search
Using SharePoint Search
Performing a Search
Working with Search Results
Result Blocks
Promoted Results
Standard Search Results
Refiners
Working with Search Centers
Standard SharePoint Search Centers
Basic Search Centers
Enterprise Search Centers
Executing Advanced Searches
Configuring the Site Collection to use a Search Center
Configuring a Site to use a Search Center
Crawling Capabilities
Managing Managed Properties
Creating Site Collection Managed Properties
Editing the Details of an Existing Managed Property
Deleting Managed Properties
Reindexing a List or Library
Excluding Sites from Search
Excluding a List or Library from Search
Excluding List or Library Columns from Search
SharePoint Query Capabilities
Managing Query Rules
Adding Query Rules
Editing Query Rules
Deleting Query Rules
Search Result Capabilities
Managing Result Sources
Creating a Site Collection Result Source
Editing Existing Result Sources
Deleting Result Sources
Managing Result Types
Creating Site Collection Result Types
Creating Site-Level Result Types
Editing Result Types
Deleting Result Types
Exporting and Importing Search Configurations
Exporting and Importing Site Collection Search Configurations
Exporting and Importing Site Search Configurations
Using Search with Web Parts
Content Search Web Part
Other Search Web Parts
Summary
Chapter 12: Personalization and Social Features
Enhancing Personal Productivity
About Me and the Profile
About Me Page Shared View
About Me Private View
Alerts
Creating Alerts
Creating List Item and Document Alerts
Creating List and Library Alerts
Creating Page Alerts
Creating Search Alerts
Working with Alerts
Managing Alerts
Editing Existing Alerts
Deleting Existing Alerts
Adding Alerts from the My Alerts on This Site Page
Following and Newsfeeds
Following People
Following Documents
Following Sites
Followed Sites Page
Following Tags
Newsfeed
People I’m Following
Docs I’m Following
Sites I’m Following
Tags I’m Following
Newsfeed Search
Targeting
Sharing and Extending Content
E-Mail a Link
RSS Feeds
OneDrive
Enterprise Wikis
Tags and Notes
Creating Tags and Notes
Viewing Tags Through Tag Clouds
Rating Content
Enabling Ratings for a List or Library
Rating Content in a List or Library
Liking Content
Enabling Like for a List or Library
Liking/Unliking Content
Building Communities
Site Newsfeeds
Hash Tags
Blogs
Managing Blog Posts
Commenting on Posts
Managing Categories
Using the Blogging App
Community Sites
Discussions
Creating New Discussions
Editing Discussions
Replying in a Discussion
Marking a Best Reply
Deleting Posts and Replies
Managing Discussion Categories
Reputation
Managing Reputation Settings
Badges
Top Contributors
Managing Offensive Content
Community Portals
Summary
Chapter 13: Metrics and Reporting
Storage Metrics
Site Collection Audit Reporting
Popularity and Search Reports
Usage Reports
Search Reports
Site Popularity Trends
Library Most Popular Items
Document Popularity Trends
Summary
Chapter 14: Enterprise Office Services
Office Online Server
Opening Files in Office Online Server
Managing Default Open Behavior
Publishing Excel Elements
Creating Named Cells for Parameters
Creating a Named Range
Publishing an Excel Sheet
Viewing Excel Published Content
Using the Excel Web Access Web Part
Form Services
Creating Forms and Form Libraries
Populating Forms
Using the InfoPath Form Web Part
Visio Services
Summary
Index