INTROTOSHARE

POINT

DepartmentofTechnologyEnhancedLearning
InformationTechnologySystemsDivision

WhatisSharePoint?........................................................2
TheSharePointWindow..................................................3
UsingtheQuickLaunchBar............................................4
Whatis"MySite"?..........................................................4
CreatinganAnnouncement............................................5
AddingaLink...................................................................6
CreatinganEvent............................................................7
CreatingaTask................................................................8
WorkingwithListandDocumentViews.........................9

TOPICSCOVERED

Forassistancecontactthe
TechnologyAssistanceCenter:
9624357
Email:tac@uncw.edu

Updated7/08

CreatingaNewFolder...................................................10
OpeningandEditingaDocument.................................11
CheckingOutaDocument............................................12
CheckingInaDocument...............................................13
UploadingaDocument.................................................14
CreatinganAlert...........................................................15
SearchingaSite.............................................................15
CreatingaNewDiscussionThread................................16
ReadingandReplyingtoaDiscussionThread...............17
UsingaBlogSite............................................................18
UsingaWikiSite............................................................20
Pictures..........................................................................22
UsingtheRecycleBin....................................................25
ViewingUserInformation.............................................26
GettingHelp..................................................................26

INTROTOSHAREPOINT

WhatisSharePoint?
MicrosoftSharePointisabrowserbasedcollaborationanddocument
managementplatformfromMicrosoft.Itisusedtohostwebsitesthataccess
sharedworkspacesanddocuments,aswellasspecializedapplicationslikewikis
andblogsfromabrowser.

ITSDhasimplementedthissysteminordertobetterprovidetheUNCW
communitywithaplaceforcollaborationwithindepartments,aswellas
interdepartmentallyacrosscampus.

InordertoaccesstheUNCWSharePointHomepage,openanInternetbrowser
andgotothefollowingsite:

http://share.uncw.edu

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INTROTOSHAREPOINT

GettingStarted

TheSharePointWindow

WhenyougotoaSharePointpage,youwillseethefollowing:

1
2

3
6

1. BrowserToolbarsallowstheusertonavigateinthebrowser.
2. LinkBarcontainsshortcutsforcommonactionsandfeatures.
3. QuickLaunchBarcontainsshortcutstocommoncontentareasofthe
SharePointsite.
4. Searchallowstheusertosearchthesiteforinformation.
5. SiteActionButtoncontainsshortcutstocreateitems,customizethepage,
andchangesitesettings(Note:Onlypeoplewiththenecessarypermissions
willseethisoption).
6. WebPartcontainscontentinformation.Webpartsarethecontainersof
informationthatmakeupthesite.

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INTROTOSHAREPOINT

NoteAllSharePointpagesarehighlycustomizablewhichmeansthatyour
particularpagemaynotlookexactlyliketheonelistedabove.

UsingtheQuickLaunchBar

Bydefault,thefollowingcontentareasarelocatedontheQuickLaunchbar:

Documentscontainsdocumentlibrariesthatcontaindocumentfiles
relatedtoaspecificgrouporsubject.

Listscontainssharedinformation.Thedefaultlistsare
CalendarandTasks.

Discussionscontainsdiscussionboardsthatallowuserstopost
messagesandcommentsinachronologicalformat.

Sitescontainscollaborationareasuchasteamsites,
workspaces,blogsites,andwikisites.

PeopleandGroupscontainslinkstogroupsandusers.

RecycleBincontainsdeletedfileinformation

NoteToquicklyviewsitecontentsanddetails,clicktheViewAllSiteContent
shortcutatthetopoftheQuickLaunchbar.

Whatis"MySite"?

MySitecontainsapublicandaprivatepage.MyHomepageisyourpersonal
pagewhichcontainsyourprivateinformationandfiles.MyProfilepageisyour
publicpagewhereotheruserscanviewandshareyourfilesandinformation.To
accessMySite,clicktheMySiteshortcutintheupperrightcorneroftheHome
page.

NoteITSDcurrentlyteachesaseparateworkshopthatcovers"MySite".
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INTROTOSHAREPOINT

CreatinganAnnouncement

1. FromtheHomepage,clicktheAddnewannouncementshortcutatthe
bottomoftheAnnouncementswebpart.

2. EnteratitlefortheannouncementintheTitlebox.

3. OptionalEntertextfortheannouncementintheBodybox.

4. OptionalEnteranexpirationdateintheExpiresbox.

5. OptionalToattachafiletotheannouncement,clicktheAttachFile
shortcut.ClicktheBrowsebuttonandlocateandselectthefileyouwantto
attach.ClicktheOpenbuttonandclicktheOKbutton.

6. ClicktheOKbuttonwhenyouarefinished.

Noteyoucanalsoclickthe
ListsshortcutontheQuick
Launchbarandselectthelist
typetocreateanewlistitem.

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INTROTOSHAREPOINT

AddingaLink

1. FromtheHomepage,clicktheAddnewlinkshortcutatthebottomofthe
Linkswebpart.

2. EnteraURLfortheWebsiteyouwanttolinktointheTypetheWeb
addressbox.(NoteYoucanverifythatalinkisvalidbyclickingtheClick
heretotestshortcut)

3. OptionalEnteradescriptionforthelinkintheTypethedescriptionbox.

4. OptionalEnternotesforthelinkintheNotesbox.

5. ClicktheOKbuttonwhenyouarefinished.

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INTROTOSHAREPOINT

CreatinganEvent

1. FromtheHomepage,clicktheAddneweventshortcutatthebottomofthe
Calendarwebpart.

EnteratitlefortheeventintheTitlebox.
OptionalEnteralocationfortheeventintheLocationbox.
EnterorselectastartdateandtimeintheStartTimeboxes.
EnterorselectanenddateandtimeintheEndTimeboxes.
OptionalEnteradescriptionfortheeventintheDescriptionbox.
OptionalChecktheMakethisanalldayactivitythatdoesn'tstartorend
ataspecifichourbox.
8. OptionalChecktheMakethisarepeatingeventboxandselectrepeat
options.
9. OptionalChecktheUseaMeetingWorkspacetoorganizeattendees,
agendas,documents,minutes,andotherdetailsforthiseventbox.
10.ClicktheOKbuttonwhenyou
arefinished.
2.
3.
4.
5.
6.
7.

NoteIfyouselectedtocreatea
meetingworkspace,makeselections,
enterinformationintheNewMeeting
Workspacepage,andclicktheOK
button.

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INTROTOSHAREPOINT

CreatingaTask

1. ClicktheTasksshortcutintheListssectionoftheQuickLaunchbar.

2. ClicktheNewbutton(
).

3. EnteratitleforthetaskintheTitlebox.

4. OptionalClickthearrowonthePriorityboxandselectapriorityfromthe
resultingmenu.

5. OptionalClickthearrowontheStatusboxandselectastatusfromthe
resultingmenu.

6. OptionalEnteranumbervalueinthe%Completebox.

7. OptionalEnterausernameornamesintheAssignedTobox.

8. OptionalEnteradescriptionofthetaskintheDescriptionbox.

9. OptionalEnterastartdatein
theStartDatebox.

10.OptionalEnteraduedatein
theDueDatebox.

11.ClicktheOKbuttonwhenyou
arefinished.

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INTROTOSHAREPOINT

WorkingwithListandDocumentViews

1. ClicktheListsorDocumentsshortcutontheQuickLaunchbar.

2. Selectthelistorlibrarythatcontainstheinformationyouwanttoview.

3. ClickthearrowontheViewboxanddooneofthe
following:

a) Tochangetheviewselecttheviewfromtheresultingmenu.

b) ToeditthecurrentviewselectModifythisViewfromtheresulting
menu.MakechangestotheviewandclicktheOKbutton.

c) TocreatealistordocumentviewselectCreateViewfromthe
resultingmenu.Selectaviewformat.Enteranamefortheviewin
theViewNamebox,selectoptions,andclicktheOKbutton.

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INTROTOSHAREPOINT

CreatingaNewFolder

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibraryyouwanttoaddanewfolderin.

3. ClickthearrowontheNewbuttonandchooseNewFolder.

4. EnteranameforthefolderintheNamebox.

5. ClicktheOKbuttonwhenyouarefinished.

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INTROTOSHAREPOINT

Documents

OpeningandEditingaDocument

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibrarythatcontainsthedocumentyouwanttoopen.

3. ClickthenameoftheOfficedocumentyouwanttoopen.

4. Inthedialogboxthatappears,dooneofthefollowing:

a. Toeditthedocument,selectEdit.

b. Toopenthedocument,selectRead
Only.

5. ClicktheOKbutton(Noteyoumaybeasked
toenteryourpasswordtoopenthefile).

6. OptionalMakedesiredchangestothe
document.

7. Whenyouarefinished,clicktheSave(
buttonontheQuickAccesstoolbar.

8. ClicktheClosebutton(
document.

)toclosethe

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INTROTOSHAREPOINT

CheckingOutaDocument

Ifyouwanttobetheonlyuserthatcanmakechangestoadocument,youneed
tocheckthedocumentout.Inordertodoso,followthesedirections:

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibrarythatcontainsthedocumentyouwanttocheckout.

3. Placeyourmousepointeroverthedocumentnameofthedocumentyou
wanttocheckout.

4. ClicktheEditarrowandselectCheckOutfromthe
resultingmenu.

5. ClicktheOKbutton.

NoteAcheckouticonwillappearnexttothedocumenttoshowthatitis
checkedout.

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CheckingInaDocument

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibrarythatcontainsthedocumentyouwanttocheckin.

3. Placeyourmousepointeroverthenameofthedocumentyouwantto
checkin.

4. ClicktheEditarrowandselectCheckInfromtheresultingmenu.

5. SelectYesorNointheKeepthedocumentcheckedoutaftercheckinginthis
versionsection.

6. OptionalEntercommentsintheCommentsbox.

7. ClicktheOKbutton.

8. ClicktheYesbuttoninthedialogboxthatappears.

NoteTocheckinafileanddiscardanychangesthatweremade,placeyour
mousepointeroverthedocumentnameofthedocumentyouwanttocheckin.
ClicktheEditarrowandselectDiscardCheckOutfromtheresultingmenu.Click

theOKbutton.

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INTROTOSHAREPOINT

UploadingaDocument

1. ClicktheDocumentsshortcutontheQuickLaunchbar.

2. Selectthelibraryyouwanttouploadthedocumentto.

3. ClickthearrowontheUploadbutton.

4. Dooneofthefollowing:

a. TouploadonedocumentselectUploadDocumentfromthe
resultingmenu.ClicktheBrowsebutton,locateandselectthe
documentyouwanttoupload,andclicktheOpenbutton.Clickthe
OKbutton.MakechangestodocumentpropertiesandclicktheOK
button.

b. TouploadmultipledocumentsselectUploadMultipleDocuments.
Selectthelocationthatcontainsthedocumentsyouwanttoupload.
Checktheboxnexttothedocumentnameforeachdocumentyou
wanttoupload.Continueuntilyouhavecheckedallofthe
documentsyouwanttoupload.ClicktheOKbutton.
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INTROTOSHAREPOINT

CreatinganAlert

1. Openthelibraryorlistthatcontainstheitemthatyouwanttocreatean
alertfor.

2. Dooneofthefollowing:

a. Tocreateanalertforacalendaritemclickthe
eventnameandclicktheAlertMeshortcut.

b. Tocreateanalertforanotheritemplaceyour
mousepointerovertheitem.ClicktheEdit
arrowandselectAlertMefromtheresulting
menu.

3. Selectoptionsforthealertorleavedefaultoptions.

ClicktheOKbuttonwhenyouarefinished.

SearchingaSite

1. ClickthearrowontheSearchScopeboxandselectwhatyouwanttosearch
forfromtheresultingmenu.

2. EnterwhatyouwanttosearchforintheEntersearchwordsbox.

3. ClicktheGoSearchbutton(Noteyourresultswillbedisplayedinthe
searchresultspage).

4. Clicktheitemordocumentnametoopenit.

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INTROTOSHAREPOINT

Discussions

CreatingaNewDiscussionThread

1. ClicktheDiscussionsshortcutontheQuickLaunchbar.

2. Selectthediscussionboardyouwanttocreatethediscussionin.

3. ClicktheNewbuttonandchooseDiscussion.

4. EnterasubjectforthediscussionintheSubjectbox.

5. EnterandformatdiscussiontextintheBodybox.

6. ClicktheOKbuttonwhenyouarefinished.

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INTROTOSHAREPOINT

ReadingandReplyingtoaDiscussionThread

1. ClicktheDiscussionsshortcutontheQuickLaunchbar.

2. Selectthediscussionboardyouwanttoread.

3. Clickthethreadnametoreadthediscussiontext.

4. ClicktheReplyshortcut.

5. EnterreplytextintheBodybox.

6. ClicktheOKbuttonwhenyouarefinished.

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INTROTOSHAREPOINT

UsingaBlogSite

AblogsiteisaSharePointsitecreatedbyITSDtoprovideaplacetoshare
informationandfacilitateteamcommunication.

InordertoaccessyourdepartmentalBlog,pointyourbrowsertoyour
departmentalSharePointhomepageanddothefollowing:

1. ClicktheSitesshortcutontheQuickLaunchbar.

2. Selecttheblogsiteyouwanttoopen.

Youwillseeasitesimilartothefollowing:

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INTROTOSHAREPOINT

CreatingaBlogPost

1. Inanopenblogsite,clicktheCreateapost
shortcutintheAdminLinkssection.

2. EnteratitleforthepostintheTitlebox.

3. OptionalEnterposttextintheBodybox.

4. OptionalClickthearrowontheCategoryboxandselectacategoryfrom
theresultingmenu.

5. EnterorselectadateandtimeinthePublishedsection.

6. ClickthePublishbutton.

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INTROTOSHAREPOINT

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UsingaWikiSite

AwikisiteisaSharePointsitecreatedbyITSDthatprovidesaplaceforgroup
collaborationandbrainstormingideas.

InordertoaccessyourdepartmentalWiki,pointyourbrowsertoyour
departmentalSharePointhomepageanddothefollowing:

1. ClicktheSitesshortcutontheQuickLaunchbar.

2. Selectthewikisiteyouwanttoopen.

Youwillseeasitesimilartothefollowing:

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INTROTOSHAREPOINT

CreatingaNewWikiPage

1. InanopenWikisite,clicktheWikiPagesshortcutontheQuickLaunchbar.

2. ClicktheNewbutton.

3. EnteranameforthepageintheNamebox.

4. EntertextanditemsintheWikiContentbox.

5. ClicktheCreatebutton.

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Pictures

UploadingaPicturetoaLibrary

1. ClickthePicturesshortcutontheQuickLaunchbar.

2. Selectthelibraryyouwanttoaddapictureto.

3. ClicktheUploadbutton.

4. ClicktheBrowsebutton.

5. Locateandselectthepicturefileyouwanttoadd.

6. ClicktheOpenbutton.

7. OptionalCheckorcleartheOverwriteexistingfilesbox.

8. ClicktheOKbuttonwhenyouarefinished.

9. Enterorchangepictureproperties.

10.ClicktheOKbutton.

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INTROTOSHAREPOINT

DeletingaPicture

1. ClickthePicturesshortcutontheQuickLaunchbar.

2. Selectthelibrarythatcontainsthepictureyouwanttodelete.

3. Checktheboxnexttothenameofthepictureyouwanttodelete.

4. ClicktheActionsbutton.

5. SelectDeletefromtheresultingmenu.

6. ClicktheOKbuttontoconfirmdeletion.

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INTROTOSHAREPOINT

ViewingaSlideShow

1. ClickthePicturesshortcutontheQuickLaunchbar.

2. Selectthelibrarythatyouwanttoviewaslideshowof.

3. ClicktheActionsbutton.

4. SelectViewSlideShowfromtheresultingmenu.

5. ClickthePlay( )button.

6. OptionalTostoptheslideshow,clicktheStop
button( ).(Notetheslideshowwillend
automaticallyafterallthepictureshavebeen
displayed).

7. Whentheslideshowisfinished,clicktheClose
buttontoclosetheSlideShowwindow.

NoteToscrollthroughthepictureinalibraryatyourownplace,clickthe
Previous(

)andNext(

)buttons.

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INTROTOSHAREPOINT

UsingtheRecycleBin

DeletinganItem

1. Placeyourmousepointerovertheitemyouwant
todelete.

2. ClicktheEditarrow.

3. SelectDeleteorDeleteItemfromtheresulting
menu.

4. ClicktheOKbuttontoconfirmdeletion.

RestoringaDeletedItem

1. ClicktheRecycleBinshortcutontheQuickLaunchbar.

2. Checktheboxnexttotheitemyouwanttorestore.

3. ClicktheRestoreSelectionshortcut.

4. ClicktheOKbuttontoconfirmthatyouwanttorestoretheitem.

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INTROTOSHAREPOINT

ViewingUserInformation

1. ClickthePeopleandGroupsshortcutontheQuickLaunchbar.

2. Dooneofthefollowing:

a. Toviewusersforaspecificgroupclickthegroupname
intheGroupssectionoftheQuickLaunchbar.

b. ToviewallusersclicktheAllPeopleshortcutonthe
QuickLaunchbar.

3. Clickthenameoftheuseryouwanttoviewinformationfor(NoteThe
usersMyProfilepagewillbedisplayed).

GettingHelp

1. ClicktheHelpbuttonintheupperrightcornerofthewindow(Notethe
SharePointServer2007HelpandHowtowindowwillappear).

2. IntheContentsbox,clickatopictoviewitssubtopics.

3. Clickasubtopictodisplayhelpinformation.

4. ClicktheClosebuttonwhenyouarefinished.

QuestionsorProblems?

ContacttheTechnologyAssistanceCenter(TAC)
Location:HoggardHall,room126
Phone:962HELP(4357)
Email:tac@uncw.edu
WebAddress:www.uncw.edu/tac

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