Updates and Wrox technical support at www.wrox.com for Office 2007 Users Microsoft ® SharePoint ® 2007 G G G G G G G e e e e e t t t t t y y y y y y y y y y y y o o o o o u u u u u r r r r r t t t t t e e e e e a a a a a m m m m m w w w w w o o o o o r r r r r k k k k k k k i i i i i i i n n n n n g g g g g g g g g g g g t t t t t o o o o o g g g g g g g g g g g g e e e e e t t t t t h h h h h h h e e e e e r r r r r u sin g SharePoint’s collaboration tools Wrox Programmer to Programmer TM Martin W. P. Reid www.it-ebooks.info ffirs.indd iiffirs.indd ii 3/30/09 10:21:31 AM3/30/09 10:21:31 AM www.it-ebooks.info Microsoft ® SharePoint ® 2007 for Office 2007 Users Introduction xxiii Part I: Microsoft SharePoint Server 2007 Chapter 1: Microsoft Office SharePoint Services 2007 (MOSS) 5 Chapter 2: Sites and Workspaces 27 Chapter 3: Lists and Libraries 57 Chapter 4: Web Parts 101 Chapter 5: SharePoint and You 135 Part II: From Desktop to Internet Chapter 6: Microsoft Office Word 2007 173 Chapter 7: Microsoft Office Access 2007 203 Chapter 8: Microsoft Office Outlook 2007 243 Chapter 9: Microsoft Office Excel 2007 265 Chapter 10: Microsoft Office Groove 2007 297 Chapter 11: SharePoint Add-ins 317 Chapter 12: SharePoint Designer 2007 331 Chapter 13: Records Management 361 Appendix A: Microsoft Office Word, Access, and Excel 2003–2007 Command Reference 383 Appendix B: Useful SharePoint Links 405 Index 407 ffirs.indd iffirs.indd i 3/30/09 10:21:31 AM3/30/09 10:21:31 AM www.it-ebooks.info ffirs.indd iiffirs.indd ii 3/30/09 10:21:31 AM3/30/09 10:21:31 AM www.it-ebooks.info Microsoft ® SharePoint ® 2007 for Office 2007 Users ffirs.indd iiiffirs.indd iii 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info ffirs.indd ivffirs.indd iv 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info Microsoft ® SharePoint ® 2007 for Office 2007 Users Martin W.P. Reid Wiley Publishing, Inc. ffirs.indd vffirs.indd v 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info Microsoft ® SharePoint ® 2007 for Office 2007 Users Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-44875-5 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 Library of Congress Cataloging-in-Publication Data Reid, Martin W. P. Microsoft SharePoint 2007 for Office 2007 Users/Martin WP Reid. p. cm. Includes index. ISBN 978-0-470-44875-5 (paper/website) 1. Microsoft SharePoint (Electronic resource) 2. Intranets (Computer networks) 3. Web servers. I. Title. TK5105.875.I6R47 2009 004.6'82—dc22 2009004112 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions. 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Microsoft and SharePoint are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. ffirs.indd viffirs.indd vi 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info This book is dedicated to my father, William Robert Reid 16 September 1931 – 21 December 2008. “ I ’ m a part of old Ardoyne – And Ardoyne is me I ’ m a part of the old ways – A part of the old days I ’ m a part of Ardoyne – And Ardoyne is me. ” ffirs.indd viiffirs.indd vii 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info ffirs.indd viiiffirs.indd viii 3/30/09 10:21:32 AM3/30/09 10:21:32 AM www.it-ebooks.info [...]... Application Set Microsoft Office Groove 2007 Information Management Business Knowledge Management The Web Browser as an Information Delivery Tool Access to Corporate Data Summary 166 167 168 168 169 171 171 Chapter 6: Microsoft Office Word 2007 173 What’s New in Microsoft Word 2007? 173 New Menus Microsoft Office Word 2007 and Document Libraries Using Metadata and Content Types within Word Documents Document... the Office 2007 applications and SharePoint, beginning with Word 2007 You will see how documents are published to a team site, how to create and manage metadata associated with your documents, and how the documents themselves are enhanced by SharePoint functionality ❑ Chapter 7: Microsoft Office Access 2007 — This chapter discusses and demonstrates the integration between Microsoft Access 2007 and SharePoint. .. with Microsoft Office 2007 and perhaps Microsoft Office 2003 Again, this can be a confusing experience for many people This part of the book focuses on those areas of SharePoint that you will need to understand in order to make full use of the software from within Microsoft Office 2007 in particular For Office 2003 users, much of the interaction is the same, but the ease of use you will get with Office. .. Chapter 11: SharePoint Add-ins Free SharePoint Software Community Kit for SharePoint SharePoint Learning Kit Podcasting Kit for SharePoint Document Library Tree View Telerik RadEditor Lite Commercial Web Parts Calendar Plus SharePoint Forum Web Part Wiki Plus InfoPath Form Viewer SharePoint List Aggregator Other Useful Software Summary Chapter 12: SharePoint Designer 2007 Skills Required HTML CSS 317... terms, how SharePoint and Office 2007 fit together For example, I wanted to show you how to save a document directly into your SharePoint site from any of the Office 2007 applications and have all interested parties emailed with details of the upload Who This Book Is For I hope anyone using Microsoft SharePoint would find something of value in this book The book is written for those actively using SharePoint, ... Contents Introduction xxiii Part I: Microsoft SharePoint Server 2007 Using SharePoint Chapter 1: Microsoft Office SharePoint Services 2007 (MOSS) Why All the Hype? Site Structure What Is MOSS 2007? Web Parts Windows SharePoint Services (WSS) Version 3 Blogs Wikis Project Management Surveys Web-Based Discussions Calendars Offline Access Integration with Microsoft Office Alerts Item-Level Security Customization... from within SharePoint itself ❑ Chapter 9: Microsoft Office Excel 2007 — This chapter looks at using Microsoft Excel 2007 to work with data — both from within Excel and directly from SharePoint — using the Excel Services ❑ Chapter 10: Microsoft Office Groove 2007 — This chapter introduces you to another new product, Groove, a client-based tool used for collaboration and integrated into SharePoint The... You will need either access to Microsoft SharePoint Server 2007 or Windows SharePoint Services version 3 To follow along with some of the examples, you will also need Office 2007 Office 2003 users shouldn’t be put off by this, as there is still a fair degree of interaction between Microsoft Office 2003 and MOSS 2007 Some menu options may not be available to you in the Office applications, but the basic... www.it-ebooks.info Contents Outlook 2007 and Workflow Saving Emails SharePoint and RSS Discussion Lists and Outlook 2007 Summary Chapter 9: Microsoft Office Excel 2007 What’s New in Excel 2007 New Menus Importing Your Excel Worksheet to a Custom List Export an Excel List to SharePoint Export a SharePoint List to Excel 2007 Excel Services in MOSS 2007 Limitations Publishing Excel 2007 Files Using a Pivot Table... database to SharePoint, use Access 2007 to report on SharePoint list data, and work offline using Access 2007 as the client xxiv flast.indd xxiv 3/30/09 10:22:15 AM www.it-ebooks.info Introduction ❑ Chapter 8: Microsoft Office Outlook 2007 — This chapter discusses how Outlook 2007 is used with SharePoint, again looking at offline access to SharePoint data, and working with calendars both from Outlook 2007 . AM www.it-ebooks.info Microsoft ® SharePoint ® 2007 for Office 2007 Users Introduction xxiii Part I: Microsoft SharePoint Server 2007 Chapter 1: Microsoft Office SharePoint Services 2007 (MOSS) 5 Chapter. 101 Chapter 5: SharePoint and You 135 Part II: From Desktop to Internet Chapter 6: Microsoft Office Word 2007 173 Chapter 7: Microsoft Office Access 2007 203 Chapter 8: Microsoft Office Outlook 2007 243 Chapter. 171 Chapter 6: Microsoft Office Word 2007 173 What’s New in Microsoft Word 2007? 173 New Menus 174 Microsoft Office Word 2007 and Document Libraries 175 Using Metadata and Content Types within Word Documents