Thủ thuật Sharepoint 2010 part 75 pptx

SharePoint 2010 Workspace ❘ 543 3. For the format, choose Template (ACCDT). 4. The Create New Template from This Database screen will display (see Figure 18-30). Type a name for the template, and at the bottom optionally choose to include the data in the template. 5. The template file can then be uploaded to the Solution gallery on a SharePoint site, and activated. 6. From that point on, when users click to create a new subsite, there will be a new option with the same name as the template that was created. The nice thing about this method is that the person creating the new site based off the Access template need not have Microsoft Access installed on his or her client machine. ShAREPOINt 2010 WORKSPAcE Previously known as Microsoft Office Groove 2007, SharePoint Workspace is an application that enables you to take a SharePoint site’s data offline. With this tool, SharePoint sites, along with all of their content, become convenient and portable. SharePoint content can be set up for automatic synchronization that is able to be customized at a granular level. Although some list types are not compatible with offline synchronization, for the most part this is a wonderful tool for those of us who are frequently on-the-go. Earlier in this chapter, it was mentioned that some list types and document libraries can be con- nected to Microsoft Outlook for use from within the Outlook client and offline. Compared to the offline capabilities of Outlook, SharePoint 2010 Workspace provides a much more granular syn- chronization interface, and the capability to select an entire SharePoint site for offline accessibility. The Site Actions menu on a SharePoint 2010 site contains an option called Sync to SharePoint Workspace. Also, from within each document library in the browser, the Library tab in the Ribbon contains a link to Sync to SharePoint Workspace. The same goes for lists, and the button is on the List tab in the Ribbon. The first time the SharePoint Workspace software is elicited, the user is prompted to create a new account or restore an existing account. This “account” will contain the user’s connection settings for the different SharePoint sites to which they need to have offline access, and which libraries and lists are set up to synchronize to this offline copy. The user’s e-mail account is used to initially con- figure the account, or an Account Configuration Code can be used in conjunction with an Account Configuration Server. FIguRE 18-30 544 ❘ chAPtER 18 iNtegratiNg the office 2010 clieNts With sharePoiNt 2010 Groove Server 2010 is a different product that can be used to manage SharePoint Workspace accounts. SharePoint Workspace account management is benefi cial because it expedites the setup of new accounts and facilitates the restoration of backed-up accounts. Detailed information about Groove Server 2010 is beyond the scope of this chapter, but you can fi nd more information on Microsoft’s TechNet site: http://technet.microsoft.com. In this SharePoint Workspace example, an account will be created simply using the logged in user’s domain e-mail account. Once an account is created, the user is fi rst asked whether all of the site’s content should be synchronized to their Workspace. At this point, it is a good idea to click the Confi gure button instead of the Yes button. The confi guration screen enables users to select specifi c lists and libraries for offl ine synchronization. For each list or library that is clicked, a drop-down box enables selection of all content, headers only, or no content. Follow these steps to connect SharePoint Workspace to a SharePoint site: 1. At the top left of the site, click Site Actions, and choose Sync to SharePoint Workspace for the fi rst time. 2. On the Account Confi guration Wizard’s Welcome to SharePoint Workspace screen, choose Create a new account, and click Next. 3. The current logged in user’s name and email address will automatically be fi lled in. Click Finish to accept these default settings. 4. At the security prompt called Sync to SharePoint Workspace, click OK. If the site has a large amount of content, click the Confi gure button instead, in order to selectively choose lists and libraries to be synchronized offl ine. A dialog box will be displayed, showing the progress of the synchronization. When complete, the status of each list and library will be displayed as in Figure 18-31. Notice that the types of objects that are not supported are indi- cated in this list, such as calendars and data connection libraries. 5. Click Open Workspace to open this SharePoint site in SharePoint Workspace. Each SharePoint site that is synchronized is shown as a different Workspace in a win- dow on the screen called Launchbar. From this Launchbar, click to open any SharePoint FIguRE 18-31 Publishing Links to Oce Client Applications ❘ 545 Workspace. Notice that navigating through the site’s document libraries and folders is a faster expe- rience than waiting for web pages to load in the browser. Many document library and list function- alities exist in this application, such as document upload, file check in or out, version history, and even filling out of forms. SharePoint Workspace also contains a unique functionality that enables users to mark items as read or unread. When SharePoint Workspace is running in the toolbar of the client computer, a small notification message pops up to indicate that an item in a certain location is unread. Within a library in the Workspace, a special green, ring-shaped icon is displayed next to items that are unread. Figure 18-32 shows a document library called Shared Documents that exists in a site called Gears Project Home. This library has two unread items, as indicated by the ring-shaped icons. FIguRE 18-32 You can also configure many options within the SharePoint Workspace client via the Backstage view by clicking the File menu. In addition, from this screen you can set up desktop alerts and change account and connection settings. PubLIShINg LINKS tO OFFIcE cLIENt APPLIcAtIONS In SharePoint, Personalization Site Links are special links that can be set up and pushed to client Office applications, such as links to commonly used document libraries or sites. The end user can view these links on the left side of the Save As and the Open dialog boxes in each Office Application. This allows the user quick access to commonly used SharePoint locations. Using Audiences, you can set up these links to be available to users in specific groups or specializations. For example, a Team Site for users who work in the company’s Human Resources department could be created as 546 ❘ chAPtER 18 iNtegratiNg the office 2010 clieNts With sharePoiNt 2010 a Personalization Site Link, targeted only to members of the Active Directory group called Human Resources. The following steps demonstrate how to create a Personalization Site Link. 1. In Central Administration, in the Application Management section, click Manage Service Applications. 2. Scroll down and click User Profile Service Application. 3. In the My Site Settings section, click Publish Links to Office Client Applications. 4. Click the New Link button. Figure 18-33 shows the Properties page for the new link, which will become available to all clients in their Office applications. FIguRE 18-33 mANAgINg OFFIcE 2010 ANd ShAREPOINt thROugh gROuP POLIcY Active Directory and Group Policy administrators will be excited to know that they can now stan- dardize a plethora of SharePoint and Office 2010 settings across a large organization. Basically, ADMX files are administrative templates that are used in Group Policy management. These files allow for client registry settings to be configured in a central location and deployed in Active Directory containers. To learn more about managing Group Policy, step by step, refer to http:// go.microsoft.com/fwlink/?LinkId=75124 . Figure 18-34 shows the Group Policy Management Editor on a domain controller. For the Office suite, more than three thousand settings can be modified via Group Policy. This sec- tion highlights some of the more useful user configuration settings that are pertinent to Office inte- gration and SharePoint. Table 18-2 applies to the entire suite of applications; Tables 18-3, 8-4, and 18-5 are each pertinent to a specific Office application. The Policy column contains the name of the Group Policy Object, the GPO Path column shows the path to navigate to that setting, and the last column describes the purpose of the setting. Managing Oce 2010 and SharePoint through Group Policy ❘ 547 FIguRE 18-34 tAbLE 18-2 Microsoft Oce 2010 System POLIcY gPO PAth dEScRIPtION Places Bar Locations File ➤➪ Open/Save Dialog Box Configure the list of items displayed in the Places Bar of the Common File dialog boxes. User templates path Shared Paths Specify the location of user templates. Disable Document Information Panel Document Information Panel Control whether users can view document information in the document information panel. Maximum number of items to scan from today to determine the user’s colleagues for recommendation Server Settings ➤➪ SharePoint Server Max number of items to scan in the Outlook mailbox to determine the user’s colleagues. Larger = more accurate; Smaller = faster. Control Blogging Miscellaneous Enable only SharePoint blogging, or disable blogging altogether. Home Workflow Library Miscellaneous Allow administrators to make workflows from a specified list or library available within the workflow-enabled Oce applications. 548 ❘ chAPtER 18 iNtegratiNg the office 2010 clieNts With sharePoiNt 2010 tAbLE 18-3 Microsoft Outlook 2010 POLIcY gPO PAth dEScRIPtION Default SharePoint lists Account Settings ➤➪ SharePoint Lists Deploy SharePoint lists to Outlook by provid- ing a list of SharePoint list URLs. SharePoint folder sync interval Account Settings ➤➪ SharePoint Lists Define the interval in which Outlook automati- cally updates SharePoint folders. The default is 20 minutes. Default servers and data for meeting workspaces Meeting Workspace Define up to five servers to be listed when meeting workspaces are created. tAbLE 18-4 Microsoft InfoPath 2010 POLIcY gPO PAth dEScRIPtION Control behavior for Microsoft SharePoint Foundation gradual upgrade Security Control whether forms and form templates follow URL redirections provided by Microsoft SharePoint Foundation during a gradual upgrade. Turn o InfoPath Designer mode Miscellaneous Control whether InfoPath users can design new or existing form templates. tAbLE 18-5 Microsoft PowerPoint 2010 POLIcY gPO PAth dEScRIPtION Disable default service Broadcast Remove the default broadcast service from the Broadcast Slide Show dialog box. Default file location PowerPoint options ➤➪ Save Specify the default location for presentation files. Although these are only a few of the thousands of settings you can deploy globally, they can be pretty powerful. Consider using some of these settings to encourage users to save Office documents to SharePoint, or to automatically see a shared list of the company’s vendors in their Outlook appli- cation. You don’t want users to have to “go find” SharePoint when it is time to upload a document for collaboration, or search for a company policy. Summary ❘ 549 SummARY Microsoft Office 2010 and its corresponding web companions, the Office Web Applications, are very tightly integrated with the SharePoint server functionality. SharePoint 2010 and the Office 2010 desktop applications all include the distinctive Ribbon interface. This provides a common user experience across the platform, which also helps to facilitate adoption. Each desktop application has a new set of key features that improve the user experience and provide integration between documents. . iNtegratiNg the office 2010 clieNts With sharePoiNt 2010 tAbLE 18-3 Microsoft Outlook 2010 POLIcY gPO PAth dEScRIPtION Default SharePoint lists Account Settings ➤➪ SharePoint Lists Deploy SharePoint lists. chAPtER 18 iNtegratiNg the office 2010 clieNts With sharePoiNt 2010 Groove Server 2010 is a different product that can be used to manage SharePoint Workspace accounts. SharePoint Workspace account. machine. ShAREPOINt 2010 WORKSPAcE Previously known as Microsoft Office Groove 2007, SharePoint Workspace is an application that enables you to take a SharePoint site’s data offline. With this tool, SharePoint