SharePoint list, data types, Site Content Type, Site Column and Document Library

Objectives:

• Learn about types of data such as: Lookup Field Type, Personal or Group Type
• How to create a column based on the description of the other columns
• Learn SharePoint Content Type and Site Column
• Working with SharePoint Library List
• Library definition version for SharePoint List

Note: There are two sites and Publishing site Team site

Exercise 01: Back to the Top-Level default SharePoint site

• Click on the link below:
  
  • "View All Site Content" or Type List | Create Link
  • Site Actions | Create Link
• On the Custom List category
  
  • Select the link "Custom List"
  • Enter the name of the Provinces List
  • Enter the Provinces of Vietnam Description
  • Check on the option Yes in the "Display on Quick Launch"
• Click "Create" button

Exercise 02: Change the title of the column

• Select Provinces List
• Settings | List Settings |
• On Columns
  
  • Click on Title | Change Title into Province Name
  • Maximum number of characters is 50
  • Click OK
• Select Province List
  
  • Added Province Name - Ho Chi Minh, Hanoi, Thua Thien Hue
• Click OK
  
  
  

Exercise 03: Defining a lookup field for the column

• Continuing with the Employees List
• Click on Create Column
  
  • Column Name: Active
  • Yes / No | Default: Yes
  • Click Save
    
    
    
• Click on Create Column
  
  • Column Name: Province
  • Lookup | Get information from (select Provinces)
  • In this column (select Name Province)
  • Click Save
    
    
    
• Click on Create Column
  
  • Column Name: Description
  • Multiple lines of text | Multiple lines of text (6)
  • Rich text (Bold, nghiêng, text alignment)
  • Click Save
    
    
    
• Open the Employees List
• Enter a few items to SharePoint List

Exercise 04: Understanding Calculation for column string

• Click on the List Employees
• Click on Create Column
  
  • Column Name: Full Name | Type Calculate
  • Connect First Name and Last Name
  • Using the expression
    
    • [First Name] & "" & [Last Name]
    • Return single line text
  • Click Save
    
    
    

Exercise 05: Understanding Calculation type for column number

• Create a new List called Salary
• Click on Create Column
  
  • Data type named Employee Lookup | Get information from (select FullName from Employees)
  • BasicSalary name type number
  • Calculate SocialIns name type (5% BasicSalary)
    
    
    
  • Calculate MedicialIns name style (2% BasicSalary)
  • Calculate the name Union type (1% BasicSalary)
  • Calculate IncomeTax name type (10% BasicSalary)

Exercise 06: Working with the Document Library

• Continuing with Sharepoint Site
• Creating a new Sharepoint
  
  • Select the Document Library
    
    
    
  • Named LeaveForms
  • Description of the Monthly Employees Leave Forms
  • Click Save
    
    
    
• Upload some files
  
  • Select the document library LeaveForms
  • View Properties and can change the file name or title
  • Click Save

Exercise 07: Create a new folder on the SharePoint Document

• Continuing with the document library list is LeaveForms
  
  • Add new folder
    
    
    
  • Named Des2008
• Upload a few files into this folder excels

Exercise 08: Do not allow to create folder on LeaveForms document

• Select the document library LeaveForms
• Select Settings | Document Library Settings
  
  
  
  • In the Advanced Settings
  • No option for the Display Check "New Folder" command on the New menu?
    
    
    
  • Click OK
• Click New | New Folder and see if there ?

Exercise 09: Find out about the check out and check in document library

• Continuing with the document library list is LeaveForms
• Logged with an administrator account
  
  • Select the document name | R-Click | Check out document
    
    
    
  • Edit the properties and change the file name
• Open up your browser
  
  • Logged account was added to the site
  • Select the document and tried to check out
    
    • Check in document
      
      
      
    • View properties and change the file name

Exercise 10: Find out how to copy files from Windows Explorer to the folder of the SharePoint Document library

• Continuing with the document library list is LeaveForms
• Click Actions | Open with Windows Explorer
  
  • Logged with an administrator account
    
    • Select the folder of LeaveForms
    • Choose Actions | Open with Windows Explorer
      
      
      
  • Turn your PC folder
  • Select one or a few files and then copy paste to folder LeaveForms
    
    
    
  • Check the folder and sub folders
• Back LeaveForms List
  
  • Check that the file has been copied to
    
    
    

Exercise 11: Working with Image and Hyper Link

• Create a new list SharePoint Picture library
  
  
  
  • Named MyFriendPhotos
  • Description is the Photo of My Friends
    
    
    
• Upload a few pictures
  
  • Choose one of the picture
  • Copy the URL of the selected picture
• Back to Employees List
  
  • Click on New | New Item
  • Enter employee information
  • In the Description field, you can add the URL on the image

Exercise 12: Working with the Slide Library

• Create a new SharePoint Slide Library list
  
  
  
  • Named ExcelSlide
  • Description of the Excel Advanced Slide
    
    
    
• Upload slide
  
  • Select the slide from pc
  • Edit the properties and change
  • Presentation Description

Exercise 13: Working with List KnowledgeBase

• Create a new SharePoint Wiki library list
  
  • Called KnowledgeBase
  • Description is the knowledge of computer science
• Choose KnowledgeBase
  
  • Select New Link | New Wiki Page
  • Enter the name of MOSS
  • Add content: optional
  • Edit and delete a few of which content
  • Click on History and ...?

Exercise 14: Learn how to create a Content Type Sites

• Continuing with the top-level site
• Select Site Actions | Site Settings
  
  • In Gallaries | select the link "Site content types'
    
    
    
  • Click a link and the name is MyContentType
    
    • Description is: "New Content Type"
    • Select parent content type "List Content Type"
    • Parent content type is "Item"
    • Put this site content type into: MyContentTypeGroup
    • Click OK
      
      
      
  • Select the link MyContentType
    
    • Add from new site column
      
      
      
    • A few definition column

Exercise 15: Sites Using Content Type

• Back to home page
• Create new or modify existing SharePoint List
• Select Site Actions | Site Settings
• In columns
  
  • Choose "Add from existing SharePoint List"
    
    
    
  • In the "Select site columns from" is "Custom columns
  • In the "Available site columns" is MyColumn
  • Choose Add
• Click OK
  
  
  

Exercise 16: Learn how to define Column Sites

• Select Site Actions | Site Settings
  
  • In Gallaries | select the link "Site columns"
    
    
    
  • Click a link and the name is MyNewColumn
    
    • Data type is the "Lookup"
    • Put column into this site: MyNewColumnGroup
    • Get information from a "Employees"
    • In this column is FullName
    • Check on "Allow multiple values"
    • Click OK
      
      
      

Exercise 17: How to use custom Column Sites

• Back to home page
• Create new or modify existing SharePoint List
• Select Site Actions | Site Settings
• In columns
  
  • Select link "Add from existing site columns"
  • In the "Select site columns from" is MyNewColumnGroup
  • In the "Available site columns" is MyNewColumn
  • Choose Add
• Click OK
  
  
  

Exercise 18: Versioning of the document library

• New Create a Document library
  
  • Type the Document library
  • Name the "My Documents"
• Select the "My Documents" document library
  
  • Settings | Document Library Settings
    
    • Versioning settings
      
      
      
    • check on the "Create major versions"
    • Optionally limit the number of versions to retain
    • Check on "Keep the number of major versions sau"
    • Enter the number 3
      
      
      
• Upload a few files
  
  • Edit and modify

Exercise 19: Find out more about the document library

• New Create a Document library
  
  • Type the Document library
  • Name the "Account Documents"
• Select "Account Documents" list
  
  • Settings | Document Library Settings
    
    • Versioning settings | check on "Create major and minor (draft) versions"
    • Optionally limit the number of versions to retain
    • Check on "Keep the number of major versions sau"
    • Enter the number 3
    • Check on "Keep sau draft for the number of major versions"
    • Enter the number 5
      
      
      
• Upload a few files
  
  • Edit and modify
  • Check the version of the document