About Microsoft Windows SharePoint Services 2.0
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Web sites based on Microsoft 2.0 provide a place where your team can communicate, share documents, and work together on a project. You can create a separate site for every project on which your team is working.
You can contribute to the site by using nothing more than a Web browser. However, if you use a -compatible client program, such as Microsoft , you can work seamlessly with the site, saving files to libraries, editing documents in the client program, and moving or linking that information to your site.
Using SharePoint sites
You can add information to the SharePoint site, such as events, names and phone numbers of people with whom your team communicates, and to-do items.
You can also do the following:
Post documents to share with other team members
Hold newsgroup-style discussions
Take a poll of the team to make a decision
As team members add or delete documents, lists, discussions, and surveys, Windows SharePoint Services automatically updates links to the content so that it's always easy to find. You can also create alerts so that you are notified of changes to the site.
Pages in the site display lists of information, allowing team members to organize the information any way they want, such as by subject, due date, or author. For example, you can do the following:
Restrict the display to see only the set of information that applies to you
Hide information that doesn't interest you
Change the order in which the information is listed
Set up customized views to make it easy for your team members to focus quickly on pertinent information
When you first create a Windows SharePoint site, it comes with the following built-in features:
Your team can fill the following built-in lists with information and customize the lists if desired. You can also create a new list that is either based on a built-in list or custom-designed.
If you have a -compatible spreadsheet program, such as Microsoft Excel 2002, and Microsoft Internet Explorer 5 or later installed, you can create lists that are based on spreadsheets.
Announcements The announcements list is a place to post information for the team. By default, a view of the announcements list appears on the home page.
Contacts The contacts list stores information such as name, telephone number, e-mail address, and street address for people who work with your team. By default, a hyperlink to the contacts list appears on the Quick Launch bar.
Events The events list is a place to post important dates. By default, a view of the events list appears on the home page.
Links The links list displays hyperlinks to Web pages of interest to team members. By default, a view of the links list appears on the home page.
Tasks The tasks list provides a to-do list for team members. By default, a hyperlink to the tasks list appears on the Quick Launch bar.
Document, picture, and form libraries are collections of files that you share with team members.
A library appears on a page that lists each file and its properties, as well as a hyperlink to the file.
You can set up a template for a document library so that all files created in a library share common features.
By default, your site comes with a built-in document library named Shared Documents , which is listed on the Quick Launch bar as well as on the Document Libraries page.
Discussion boards provide a forum for conversing about topics that interest your team. Team members can post comments and reply to others' comments, reducing the need for widely distributed e-mail threads.
By default, your site comes with a built-in discussion board named General Discussion, which is listed on the Quick Launch bar as well as on the Discussion Boards page.
Surveys provide a way of polling team members. All you need to do is specify the questions and define how team members will enter their answers.
Your doesn't site come with a built-in survey, but you can easily create your own.
Integration with client programs
You can use a site based on whether or not you have a -compatible client program installed. However, if you are running a -compatible client program, such as , you can integrate the work you do in the client program with your site.
Using a datasheet program for editing list data
A -compatible datasheet program such as allows you to edit list data as easily as you would cells in a spreadsheet program. You can add and edit rows and columns, apply filters and sort orders, display calculated values and totals, and more.
Saving files to a document library
If you use a -compatible client program, such as , you will have integrated functionality between the client program and your site.
For example, you can use an program to open a template in a document library, and when you save the file, it is saved back to the document library by default. If custom properties are defined for the library, the Save As dialog box displays a form in which you can fill out the information.
Using a spreadsheet program to link to, import, or export lists
If you use a -compatible spreadsheet program, such as, and Internet Explorer 5 or later, you can link data between an existing spreadsheet and a list in your site.
You can also export any list from your site to the spreadsheet program. For example, if you export a list to , you can create PivotTables and charts to analyze the information or apply text formatting. In Excel, the exported list is a Web Query that stays updated with changes to the original list in your SharePoint site.
Copying items between calendars or address books and your SharePoint site
If you use a -compatible calendar program, such as , you can link events between your site and your calendar.
If you use a -compatible address book program, such as , that supports vCard files, you can link your address book information with a site contacts list. You can also export contacts to the site.
Display lists and document libraries in Web pages
If you use a Windows SharePoint Services-compatible word processing program or Web page editor, such as Microsoft or Microsoft , you can insert views of list and document libraries into pages of your document. The pages must be saved as Web pages in the same site as the list or document library. The view can display only the set of information in which you're interested. The view displays live data, so any changes in the original list or document library are reflected in the view.
Use a Web page editor to customize your site
If you are a member of the Web Designer or Administrator site group, you can open the SharePoint site in a Windows SharePoint Services-compatible Web page editor, such as , and customize the content, format, and layout.
SharePoint site customization
You can customize the content of your SharePoint site by using nothing more than a Web browser. However, if you have a Windows SharePoint Services-compatible Web page editor, such as installed, you can tailor the site with your own custom layout, formatting, and content.
Customize by using a browser
The SharePoint site provides commands for customizing the look of your site. You can apply themes, create custom views of information, and change the organization of Web Parts on pages. For example, for a list of tasks, you can create one view that lists the tasks by due date and another view that lists the tasks by the name of the person to whom they're assigned.
You can also do the following:
Change the order of fields on data entry forms
Change the layout of the home page
Customize by using a Web page editor
You can open the SharePoint site in a Windows SharePoint Services-compatible Web page editor, such as , and change the layout of the site. You can also add custom pages and your corporate logo for a polished, professional look.
For example, you can do the following:
Add your own HTML pages, and then add them to the Quick Launch bar or top link bar
Change the order of the hyperlinks on the Quick Launch bar
Add images to pages
Apply a theme
Modify the font, colors, and layout of forms associated with list, document libraries, discussion thread, and surveys
Add views of lists, document libraries, discussion boards, and surveys to Web pages
Modify the navigation structure
When you create a site, you can specify who has access to the site and send each member an invitation to join the site. As the site creator, you can assign rights to other team members. For example, you could grant some team members rights only to read what's on the site, while granting other team members rights to add content or to configure settings for the site.