Sharepoint Notes 1

1.what is site provisioning?
Ans: what is the url of the site, what is the page layout of the site

2.what is this site
what is my site? (can create a blog)
what is team site? How it is different from above?

Add columns
Add Columns from Site Columns

Single LIne of TExt
Multiple Line Of Text
Calculated  I = PNR/100
Choice (dropdown)
Yes/No (CheckBox)
Date and Time
Person or Group
Hyperlink or Picture
Business Data
Audience Targetting
create views
Edit in DataSheet
Actions -> Totals  appears only in DataSheet


Central Admin Configuration:

Application Management
1. INfopath
2. Excel
3. Workflow
4. Search
5. Create or extend web application (Form Authentication)  {SP web application management tab}
6. Authentication Providers (Form Authentication) {Application Security tab}
use ASPREGIIS.exe roles & membership
7. Site Collection (Form Authentication) {SP Site Management}
Site Templates Tabs: Collaboration, Meeting,Enterprise,Publish
Internet Presence website  (collaboration) for web content  management
Publish tab: Corporate Intranet site

8. How to suppress windows authentication popup during logging into sp
9. How to create Form Authentication in SP


site actions -> site settings -> modify all site settings

site templates
content types
site collections
save site as template
site columns

c:\inetpub\wwwroot\virtual directories\port no.\
c:\prog files\common files\ microsoft shared\web server extensions\12\
site collection
content type
site columns

choice menu : checkbox, radio button ,dropdown
SHarepoint designer:
1. _catalogs
      lt,master page,users,wp,wt
2. images
3. _cts
4. private
5. lists
6. Documents
7. cached profiles
8. form server templates
9. IWConvertedForms
Long Operation Status
notification pages

Content Types

Site Definition

WSS 3.0 enhancements: Form Based AUthentication, Branding
REcycle BIn
Security at document and list level
How to create internet facing public websites –>Create Site collection-> Collaboration tab


What is the difference between document library and list?

Title,CreatedBy and Modified By are the default columns.

1. For KPI what is the procedure?
Use Report Center site Template from Enterprise tab while creating the site collection.

Key Performance Indicators:
Central Admin – > View All Site Content – > Lists – > Sample KPIs

View All Site Content -> Create -> KPI LIst (under Lists)

Various ways to get data into KPI list:
1.Using Data in Sharepoint List
2.Using Data in Excel
3.Using Data in Sqlserver Analysis Services
4.using Data in manually entered data

1 a. Number of List Items in the view
  b. Percentage of List Items in the view
  c. Calculation using all list items in the view

KPList views:
1. Standard View
2. Gantt View
3. Calendar View
4. Access View
5. DataSheet View

Site ACtions -> Create DashBoard
It creates a webpart
Now add Key Performance Indicators from the Suggested Webpart list
From Open Tool pane : Select Top Level Site
Different Areas of SP:
WCM:  Content Types, page Layout, Sharepoint Designer
BPM: Infopath
BI: Excel Services
Collaboration : WIKI, BLog, WSS 3.0
Portal & Search


Creating custom workflows using Sharepoint Designer
Associate with document library and list

Can we apply wf to each item of doc library and list?

create document library
in Sharepoint designer : File ->new->Workflow
Attach to the respective doc library

Manually add
automatically whenever a new item is created
autoamatically fire whenever a change was done

Initiate variables
Add workflow condition steps
In email Add Lookup fields then u can see the initialize variables in email.

Then in document library attach a document and start the workflow .


Creating workflows using Visual Studio
state machine
sequential workflow


files that are created with vs
files that are created are:(using sp designer)
one more

Security in Sharepoint
Go to a site
Operations -> Site settings

1.People and groups
2.Site collection administrators
3.Advanced Permissions
4.Site creation rights

People and groups permissions:
1.Owners (full control)
2.Members or Contributors(Read and write)

Group permissions:
1. Owner
2. Design
3. Contribute
4. Read

Security can be applied to the deep item level in 2007


Setting up anonymous and form based authentication in wss 3.0

Central Configuration -> Application Management -> Application Security ->Authentication Providers

Browser enabled forms with Infopath and Form Services
Central Admin -> Application Management ->
                                           Configure Infopath Form Services
                                                  a. Allow users to browser-enable form templates
                                                   b.Render form templates that are browser enabled by users.
                                           Manage the webservice proxy
                                                   a. Enable the webservice proxy
                                                   b. Enable the webservice proxy for users .By enabling the above two                                                       changes are reflected from infopath form to sharepoint site and vice                                                       versa.

Form Library             


Design Tasks -> Datasource .. Create columns

Design Tasks -> Design Checker -> Change Compatibility Settings -> FCorm Options ..Compatibility ->Design a form template that can be opened in a browser or Infopath (specify the url)

“Repeatable table” in infopath is for creating child table

File -> Publish

wizard comes ..
  a. specify the url
  b. Enable This form to be filed out by a browser

Form Library  Settings -> Advanced Settings ->
 1. open in a client application
 2. open in a web page  ( if this is selected infopath opens in webpage with save,saveas,printview ,close buttons.


Document Information Panel  (Infopath )

MS WORD : File -> Finish -> Properties .. It opens DIP

Content Type : On top of document library view we have New button. On click of New it will show a form to insert a new record in SP doc library. But we dont want this. We want our custom form. Then use COntent Type where we can specify custom columns.


DIP is for filling metadata information of Content Types from Office obx applications.


is a connector between third party databases with SHarepoint server. SP has inbuilt webparts for BDC

BDCMetaman is the tool

Application Definition File — Central Admin -> Appln Management

Finder Methods







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