Transcription

Appendix 13SharePoint 2013 Web Publishing Lab Guide

Appendix 13SharePoint 2013 Web Publishing Course GuideSectorPoint 2013 Web Publishing Lab GuideCourse Introduction . 3Lab 1: Exploring SharePoint . 4Lab 2: Creating Pages . 11Lab 3: Uploading & Linking Documents . 28Lab 4: Using the Recycle Bin . 38Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Author: Jon CornelisonRevision: 05/2013Information in this document is subject to change without notice. Unless otherwise noted, the examplesin the document are fictitious and no association with any real entity should be inferred. Complying willall applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright,no part of this document may be reproduced, stored in our introduced into a retrieval system, ortransmitted in any form or by any means (electronic, mechanical, photocopying, recording, orotherwise), or for any purpose, without the express written permission from SectorPoint, Inc.SharePoint is a registered trademark of the Microsoft Corporation. PDF is a registered trademark ofAdobe, Inc. All other trademarks are property of their respective owners.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 2 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideCourse IntroductionWelcome to the SharePoint 2013 Web Publishing course!This course is designed for end-users to learn how to use the Web content management (publishing)features of Microsoft SharePoint 2013 (SharePoint) to maintain a Web presence.The course is composed of four modules. Each module will contain an instructional portion in which theinstructor will explain concepts included in the course module followed by a demonstration. Eachmodule will also include a hands-on lab portion which will give you step-by-step exercises to perform.Performing these exercises is crucial to you internalizing the concepts in this course, because the onlyway to become proficient in SharePoint (as with all software) is to use SharePoint repeatedly. Theinstructor will be available to answer questions while you work on the lab exercises.To illustrate concepts in this course, we will be working on a fictitious Human Resources department siteand each course attendee will have a “sand box” site to practice the lab exercises in. What you learn andpractice today will apply directly to your “real” site because Web publishing is performed exactly thesame across all site powered by SharePoint.In the end, we hope that this course will give you the hands-on practice you need to return to youroffice and be immediately productive in keeping your area of the Web site up to date. Thanks forattending, and get ready to learn all about Web publishing in SharePoint and to have some fun!Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 3 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideLab 1: Exploring SharePointExplore the Web Publishing Environment1. Click on the Settings menu.2. Click on Site contents.3. You are taken to the Site Contents area, which is the main repository for your site content. Youwill see three SharePoint Document Libraries: Documents, Images, and Pages. Click onDocuments to open the Documents Library.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 4 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide4. You are now inside the Documents Library. This is where you will upload and store documents(i.e. PDF files) that you link to on Web pages. We will return to Documents Library in lab 3.5. Click on the Site Contents link in the left-hand menu to return to the Site Contents area.6. In the Site Contents Area, click on Images to open the Images Library.7. You are now inside the Images Library. This is where you upload and store pictures and graphicsthat you place on Web pages. We will return to the Images Library in lab 2. Click on the SiteContents link in the left-hand menu to return to the Site Contents area.8. In the Site Contents Area, click on Pages to open the Pages Library.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 5 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide9. You are now inside the Pages Library. This is where Web pages are stored that you create inSharePoint. Notice there is an existing page already in your Pages Library named default. This isyour home page for your site and is created automatically when a site is created in SharePoint.We will create additional Web pages in lab 2.10. Next, let’s look at the Recycle Bin. Click on the Site Contents link in the left-hand menu to returnto the Site Contents area. Click on RECYCLE BIN.11. Whenever you delete an item stored in a library (i.e. a document, image, or page) the item issent to your site’s recycle bin. Use your Recycle Bin to restore an item to the location where itwas deleted from. We will use the Recycle Bin in lab 4.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 6 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideNote: Your site’s Recycle Bin is a completely separate recycle bin that appears on your Windowsdesktop.12. Return to the Human Resources home page by clicking on the Human Resources link in the lefthand site navigation menu.13. Click on the Page tab in the ribbon toolbar.14. Review the options available on the Page ribbon. This is one of many ribbon toolbars that areincluded in the Web publishing environment.15. Click on the Edit option.16. Notice how the Human Resources home page changes to edit mode and the Format Text andInsert ribbons.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 7 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideYou can now make changes to the page.17. In the Page Content area, change the phone number to (777) 555-1220.18. Click Save on the ribbon.19. Your change is saved. Remember though, you are saving a draft of the page. Your changes arenot publicly visible until you publish your draft. We will publish later in this lab.20. Next, click View All Pages on the ribbon.21. Notice you are now inside your Pages Library (i.e. View All Pages is a shortcut to your PagesLibrary that visited in step 8 above). Click on the default page name to return to your homepage.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 8 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide22. Click on the Page tab to view the Page ribbon and select Page History from the ribbon.23. On the Page History page, click on the Version History option.24. View the version history for this page. It is important to know how to access the version historyfor your page should you need to revert back to a previous version.25. Return to the Human Resources home page by clicking on the Human Resources link in the lefthand site navigation menu.26. Click on the Publish tab to view the Publish ribbon and click on the Publish option.27. On the Publish dialog window, leave the Comments text box empty and click Continue.Note: the comments text box is used for optional comments that appear in the version history.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 9 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide28. The page is now published and publicly visible.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 10 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideLab 2: Creating PagesCreate a New Page1. Click on Settings and select Add a page.2. On the Add a page dialog window, type salary schedules in the Give it a name field and click onthe Create button.3. You are redirected to the new page and are in edit page mode which means you can start to addcontent to the page.4. Change the Page Title to Salary Schedules.5. Click inside the Page Content area.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 11 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide6. Type the following text into the Page Content area:There are four salary schedules that cover all positions. The following links will open the mostrecent salary schedules.Please note that Salary Schedules are in PDF format.Confidential-EmployeesNon-Represented ManagmentNon-Represented SupervisorsUnion-Employees7. Click Spelling on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 12 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide8. Fix the Management spelling error (click on the red underlined word).Note: SharePoint’s spell check only checks spelling; it does not check grammar.9. Next, let’s save our work. Click on the arrow that appears under the Save option in the ribbonand select Save & Keep Editing. This will save your work and keep you in edit page mode.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 13 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide10. Next, continue to edit your page. Using your mouse, highlight the text which lists the four salaryschedules and then click on the Bullet List icon on the ribbon.11. Highlight PDF format and then click on the Insert tab on the ribbon.12. Click on the arrow that appears under the Link icon and select From Address.13. On the Insert Hyperlink dialog window, type http://www.adobe.com/go/getreader in theAddress field. Ensure address is typed in correctly and then click on the OK button.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 14 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide14. As you can see your PDF format text is now a hyperlink!15. Next, check the option to Open in new tab on the ribbon.Note: the Open in new tab option will make the link to the external web site open in a newbrowser tab when clicked on--this is what we want when linking to external sites.16. Click the Save option under the Page tab. This will save your work and switch to preview mode.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 15 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide17. Click on your PDF format link to test the link. You should see the Adobe Web site in a new tab.After viewing the page, close the tab that contains the Adobe Web site and return back to yourSalary Schedules page.In the next part of the lab, we will create a new page, copy/paste text from a Word file, and format thepage using structured headings.18. Click on the Settings menu and select Add a page.19. On the Add a Page dialog window, type Employee Benefits in the Give it a name field and clickon the Create button.20. Open the Employee-Benefits.docx file contained in your Lab 2 folder. In Word, highlight andcopy all the text contained in the file.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 16 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide21. Return to SharePoint and paste the text on to the page by placing your cursor inside the PageContent area and then, on the ribbon, click on the arrow that appears under the Paste icon andselect Paste Clean.22. Note, if your receive the following dialog prompt, click Allow access:23. After pasting “clean” your page should appear as seen below.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 17 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide24. At the end of the page, create a new paragraph and type Gym Membership.25. Hit Enter and type: All employees also receive a free gym membership at Any City Fitness.26. Your page should look like this:Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 18 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide27. Highlight Gym Membership with your mouse and select Heading 3 from the Styles menu foundon the ribbon. Note the Gym Membership text is now styled like a heading using the site’sdefault style sheet.28. Click Save and Keep Editing on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 19 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideIn the next section of this lab, we will place an image on our page. Remember, images must first be sizedprior to uploading!29. Place your cursor inside the Page Content area and then click on the Insert tab on the ribbon.30. Click on the arrow under the Picture icon, and select From Computer.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 20 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide31. In the Upload Image dialog window, click on the Browse button.32. Browse to the location of your lab files, click on the happy-face-pic.png file name located in theLab2 folder, and select the Open button.33. On the Upload Image dialog window, click on the OK button to upload and save the image.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 21 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide34. On the Images – happy-face-pic.png dialog window, leave the fields blank and click on the Savebutton.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 22 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideNote: Image properties are optional.35. Your page should now appear as seen below. Notice the picture has been placed on the page.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 23 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide36. Next, on the ribbon, change the Alt Text to Jon Cornelison smiling in the Alt Text field.37. Click Position on the ribbon and then select Right.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 24 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide38. The image is now appropriately placed on the page and contains alt text as required foraccessibility compliance.More About Alt Text To comply with Web accessibility standards when placing images and graphics on pages,always remember to alternative text “alt text” for every image placed on a web page.Here are some general guidelines on the use of alt text: If the image conveys information, or conveys text, then the alt text should conveythe same information. If the purpose of the image/graphic is to provide "eye candy" (i.e. visually setting amood) then alt text should be blank. If the image is redundant or conveys no information, the alt text should be blank. If the image is an active link, the alt text should be the function of the image (i.e.what the target of the link is). In all instances of Alt Text, avoid entering “picture of ” or “image of ” or “linkto ” etc. as screen reading software already informs the user of this when theyencounter an image of link. When images of tables or graphs are placed on page, in addition to alt text, acomplete description of the information contained on the table or graph shouldfollow the image.39. Click on Save button on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 25 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide40. Review your page. If you need to make additional changes, click on the Edit button from theribbon and then select Save.41. Next let’s publish the page. Click on the Publish tab on the ribbon and select Publish.42. Click Continue on the Publish dialog window.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 26 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide43. The Employee Benefits page is now published. Refresh the page (F5 on your keyboard). Noticea link is also added to the site navigation (left-hand menu).Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 27 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideLab 3: Uploading & Linking DocumentsUpload Files into a Document Library1. Click on the Settings menu and then select Site contents.2. Click on Documents to open your Document Library.3. Click the Files tab on the ribbon.4. Click New Folder on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 28 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide5. Type in salary-schedules in the Name field and then click on the Save button.6. The salary-schedules folder is created as seen below. Click on the folder name to open the folder(i.e. click on salary-schedules).7. Click on the new document link.8. On the Add a document dialog window, click Browse.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 29 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide9. In the Choose File to Upload dialog window, browse to the location of your lab files and click onthe Lab3 folder. Select the confidential-employees.pdf file by clicking on the file name and thenclick on the Open button.10. On the Upload Document dialog window, you will see that the path to the file appears in theName field. Notice that the salary-schedules folder is set as the Destination Folder. Click OK toupload the file.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 30 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide11. The confidential-employees file is uploaded into the salary-schedules folder as seen below.12. Repeat steps 7-10 above to upload the following files into your salary-schedules folder (all filesare in your Lab 3 folder):a. non-represented-management.pdfb. non-represented-supervisors.pdfc. union-employees.pdf13. When done, your salary-schedules folder should appear as seen below.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 31 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideNext, we need to create links to these documents on a web page so users can easily open the files. Wewill use our salary-schedules page that we created in Lab 2 to do this.14. Click Site Contents from the site navigation menu.15. Click Pages to open the Pages Library.16. You are now in your Pages Library where you can view all pages of your site. Click on the salaryschedules page name to view the page.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 32 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide17. Click on the Edit from the Page tab.18. Highlight the Confidential-Employees text (this will become a hyperlink to the respective PDFfile). Click on the Insert tab on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 33 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide19. Click on the Link icon on the ribbon and select From SharePoint.20. In the Select and Asset dialog window, browse to your Document Library and open it by clickingon Documents.21. You should now see the salary-schedules folder you created earlier in this lab. Click on the foldername to open the Salary-Schedules folder.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 34 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide22. Next, select the confidential-employees.pdf file by clicking on the file name. Click Insert tocontinue.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 35 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide23. The link to confidential-employees.pdf file is created (notice the blue text).24. Next, click on the link to activate the Link ribbon tab and then click on the Link tab.25. Check the option to Open in new tab on the ribbon.Note: the Open in new tab option will make the link to the document open in a new browser tabwhen clicked on--this is what we want when linking to PDF files.26. Repeat steps 18-25 and link Non-Represented Management, Non-Represented Supervisors,and Union Employees to the respective PDF files you uploaded earlier in this lab.Note: ensure you check the Open in new tab option after linking to each file.27. Next, we will test the links. This cannot be done in edit mode, you have to switch to previewmode.28. Click on the Save button on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 36 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide29. Click on each link and ensure the correct PDF file opens as expected. You can close each tabafter checking.30. When you are finished testing your links, click on Publish tab on the ribbon.31. Click Publish on the ribbon.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 37 of 40

Appendix 13SharePoint 2013 Web Publishing Course GuideLab 4: Using the Recycle BinDelete a Page1. Click on the Page tab and then click on the Delete Page option.2. When prompted to confirm the delete action, select OK to continue.3. Now the page is gone! Let’s restore it 4. Click on the Settings menu and select the Site contents option.Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 38 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide5. In the Site Contents area, click on the RECYCLE BIN link.6. As you can see, the salary-schedules page you deleted is contained in the Recycle Bin.7. Check the box in front of the page name and then select Restore Selection.8. When prompted to confirm the restore action, click OK to continueCopyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 39 of 40

Appendix 13SharePoint 2013 Web Publishing Course Guide9. As you can see, the salary-schedules page is no longer contained in the Recycle Bin.10. Next, click on the Human Resources link in the site navigation menu.11. As you can see, the salary-schedule page is restored to its original location (you can click on thelink to open the page).Copyright 2008-2013 SectorPoint, Inc. All rights reserved.Page 40 of 40

Welcome to the SharePoint 2013 Web Publishing course! This course is designed for end-users to learn how to use the Web content management (publishing) features of Microsoft SharePoint 2013 (SharePoint) to maintain a Web presence. The course is composed of four modules. Each