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

    MOSS_Lesson04_Exercise02_01.JPG

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

      MOSS_Lesson04_Exercise03_01.JPG
  • Click on Create Column
    • Column Name: Province
    • Lookup | Get information from (select Provinces)
    • In this column (select Name Province)
    • Click Save

      MOSS_Lesson04_Exercise03_02.JPG
  • Click on Create Column
    • Column Name: Description
    • Multiple lines of text | Multiple lines of text (6)
    • Rich text (Bold, nghiêng, text alignment)
    • Click Save

      MOSS_Lesson04_Exercise03_03.JPG
  • 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

      MOSS_Lesson04_Exercise04_01.JPG

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)

      MOSS_Lesson04_Exercise05_01.JPG
    • 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

      MOSS_Lesson04_Exercise06_01.JPG
    • Named LeaveForms
    • Description of the Monthly Employees Leave Forms
    • Click Save

      MOSS_Lesson04_Exercise06_02.JPG
  • 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

      MOSS_Lesson04_Exercise07_01.JPG
    • 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

    MOSS_Lesson04_Exercise08_01.JPG
    • In the Advanced Settings
    • No option for the Display Check "New Folder" command on the New menu?

      MOSS_Lesson04_Exercise08_02.JPG
    • 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

      MOSS_Lesson04_Exercise09_01.JPG
    • 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

        MOSS_Lesson04_Exercise09_02.JPG
      • 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

        MOSS_Lesson04_Exercise10_01.JPG
    • Turn your PC folder
    • Select one or a few files and then copy paste to folder LeaveForms

      MOSS_Lesson04_Exercise10_02.JPG
    • Check the folder and sub folders
  • Back LeaveForms List
    •  Check that the file has been copied to

      MOSS_Lesson04_Exercise10_03.JPG

Exercise 11: Working with Image and Hyper Link

  • Create a new list SharePoint Picture library

    MOSS_Lesson04_Exercise11_01.JPG
    • Named MyFriendPhotos
    • Description is the Photo of My Friends

      MOSS_Lesson04_Exercise11_02.JPG
  • 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

    MOSS_Lesson04_Exercise12_01.JPG
    • Named ExcelSlide
    • Description of the Excel Advanced Slide

      MOSS_Lesson04_Exercise12_02.JPG
  • 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'

      MOSS_Lesson04_Exercise14_01.JPG
    • 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

        MOSS_Lesson04_Exercise14_02.JPG
    • Select the link MyContentType
      • Add from new site column

        MOSS_Lesson04_Exercise14_03.JPG
      • 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"

      MOSS_Lesson04_Exercise15_01.JPG
    • In the "Select site columns from" is "Custom columns
    • In the "Available site columns" is MyColumn
    • Choose Add
  • Click OK

    MOSS_Lesson04_Exercise15_02.JPG

Exercise 16: Learn how to define Column Sites

  • Select Site Actions | Site Settings
    • In Gallaries | select the link "Site columns"

      MOSS_Lesson04_Exercise16_01.JPG
    • 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

        MOSS_Lesson04_Exercise16_02.JPG

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

    MOSS_Lesson04_Exercise17_01.JPG

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

        MOSS_Lesson04_Exercise18_01.JPG
      • 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

        MOSS_Lesson04_Exercise18_02.JPG
  • 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

        MOSS_Lesson04_Exercise19_01.JPG
  • Upload a few files
    • Edit and modify
    • Check the version of the document

      MOSS_Lesson04_Exercise19_02.JPG