SharePoint Server 2010 Integrate w/ Office 2010: Getting Started

Part 1 of 3 in the SharePoint Server 2010 Integrating With Office 2010 series. It says it all in the title!
Course info
Rating
(14)
Level
Intermediate
Updated
Sep 12, 2012
Duration
2h 58m
Table of contents
Map SharePoint to a Network Drive
Save Documents to SharePoint from Office
Create and Use Content Types
Create and Use Document Sets
Using Office Web Apps with SharePoint
Accessing SharePoint Templates from Word 2010
Co-authoring with Word and PowerPoint
Use Word to Contribute to Your Blog Site
Send Email to a SharePoint Library or List
Synchronize Contacts with Outlook
Synchronize Task Lists with Outlook
Synchronize Calendars with Outlook
Description
Course info
Rating
(14)
Level
Intermediate
Updated
Sep 12, 2012
Duration
2h 58m
Description

Part 1 of 3 in the SharePoint Server 2010 Integrating With Office 2010 series. It says it all in the title! If you are a SharePoint admin who wants to integrate with office 2010 this course is for you.

About the author
About the author

Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.

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About the author

Heather Ackmann is an accomplished instructor with a decade of teaching experience, helping students at the high school, college, and adult levels in a variety of topics. Specializing in Microsoft Office computer applications, she is a Microsoft Office Certified Master and holds a degree in English and Secondary Education.

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Section Introduction Transcripts
Section Introduction Transcripts

Map SharePoint to a Network Drive
Hi, welcome to TrainSignal, my name is Bill and this lesson is Map SharePoint to a Network Drive. In this lesson we're going to talk about mapping a network drive. We're going to go ahead, we'll take a quick look at one that I already have mapped and talk about why we want to do it. Then, we will actually connect to our SharePoint, we will go ahead and map out SharePoint, our SharePoint server, as a network drive on our local machine, and lastly I'll show you how you can then access files on that SharePoint server as a network drive on your local machine. Lots of great information I have for you so why don't we go ahead, jump right in, and get started.

Save Documents to SharePoint from Office
Hi, welcome to TrainSignal. My name is Bill and this lesson is Save Documents to SharePoint from Office. In this lesson we're going to show you how to save to SharePoint and link your Microsoft Office 2010 to your SharePoint server. So what does that mean exactly? Let's say you're working on a document in Word, maybe a letter, you're working on a report in Excel, or perhaps a presentation in PowerPoint, whatever it is and you need to save it to your SharePoint server. Rather than going and having to open up your browser, go to your SharePoint server, go ahead find that document library, and upload the file. I'm going to show you how from right within Microsoft Office 2010, you can save that file directly right to your SharePoint server, to that document library where you want it. Pretty cool, isn't it? Let's go ahead and let's take a look at it, it works the same in all of your Office applications. There are just a couple of things you have to be aware of along the way. So let's go ahead, great stuff, let's jump right in and get started.

Create and Use Content Types
Hi. Welcome to Trainsignal. My name is Bill and this lesson is Create and use Content Types. In this lesson we are going to start with a discussion of what exactly are content types. We will take a look at what they are and why you should be aware of them, what they can do for you. Next, we will take a look at adding content types to a list or a library and its the same process for both, we are going to do it in each one, we are going to do it in a list and in a library, so you can see that the process is the same as with most things in SharePoint, the processes are going to be same in a list or a library, they are very, very similar. Then, we will show you how to create a custom content type. This is really great. There are a lot of content types that are already available to us to use in SharePoint that are already there and are created and they are great, but sometimes you want your own. You want to have just the kinds of things, the kind of feels, the information that you want, and I am going to show you how to do that. Next, we will look at changing the default document template. I happen to like this too because, again, it gives me the power to customize my SharePoint to use my templates the way I want to use them. Lastly, I will show you how to set the default content type in a list or a library. Sounds like a lot of stuff, it is, but we are going to have a lot of fun doing it, so let's get started.

Create and Use Document Sets
Hi, welcome to Trainsignal. My name is Bill and this lesson is Create and Use Document Sets. In this lesson we are going to start by showing you how to activate the document set site collection feature. Boy that's a mouthful isn't it? But its really easy to do. Next, I am going to show you how to define a document set content type and then create a document set. We will show you how to add documents to a document set, how to define allowed content types a document set. This is really cool, this is one of my favorite things. And syncing column values with documents in the set, also really, really neat way to go ahead and work with document sets, and lastly we will show you some quick ways to customize the document set welcome page. A lot of great information this lesson gang, so why don't we jump right in and get started.

Using Office Web Apps with SharePoint
Hi. Welcome to Trainsignal. My name is Bill and this lesson is Using Office Web Apps with SharePoint. In this lesson I am going to show you how to first activate those Office Web Apps and next I am going to show how to open and edit items using those Office Web Apps, so we'll take a look at Word, Excel, PowerPoint, and a OneNote document. Sounds like a lot of fun, doesn't it? Well why don't we go ahead and just get started.

Accessing SharePoint Templates from Word 2010
Hi. Welcome to Trainsignal. My name is Bill and this lesson is Accessing SharePoint Templates from Word 2010. In this lesson I am going to show you how to add a template content type. I know I have already shown you how to do this in previous lessons, but I want to go over it again because we've created a document library strictly for templates, document templates, and we are going to upload a template to it, then I'm going to show you how to connect that library right to your Office, to your Microsoft Office Word, and then we're going to show you how to access that template right from in Word, you don't even need to go ahead and go to SharePoint to get to it. Sounds pretty cool, doesn't it? Well why don't we go ahead and let's just get started.

Use Word to Contribute to Your Blog Site
Hi, welcome to TrainSignal. My name is Bill and this lesson is Use Word to Contribute to Your Blog Site. In this lesson we're going to start by creating a blog site. We've seen this before, but it doesn't hurt to review. Next, I'm going to show you how to register your blog account, which is going to include entering the blog URL so when you create that blog site, make sure you use a URL that's easy to remember. Next, we're going to talk about creating a blog post, which we will do, of course, in Word. And lastly, publish our blog post. Lots of great stuff so why don't we go ahead and get started.

Send Email to a SharePoint Library or List
Hi welcome to TrainSignal. My name is Bill and this lesson is Send Email to a SharePoint Library or List. In this lesson I'm going to show you how to locate or create an email address, because if you're going to send an email you've got to know where to send it, right? And we need to know where that email address is or if there isn't one, create one for that list or library. Next, we're going to show you how to send email to a library, then we will show you how to send email to a list, it's virtually the same process, there's just a couple little things I want you to be aware of. And lastly I'll show you how to create email alerts so that when things are sent to a library or they are changed in a library or deleted or modified, whatever, you will go ahead and get an alert in your inbox. Alright lots of great stuff, sounds like fun doesn't it? Let's go ahead and let's get started.

Synchronize Task Lists with Outlook
Hi welcome to TrainSignal. My name is Bill and this lesson is Synchronize Task Lists with Outlook. In this lesson I'm going to show you how to connect a task list from SharePoint to Outlook. Then we'll go ahead and show you what editing a task from Outlook looks like and the ramifications of doing that and you'll see the changes in SharePoint, as well as Outlook, and we'll also go ahead and go backwards, we'll make a change in SharePoint and see what it does in our Outlook. And lastly, we'll send an email from a task. And what does that mean you ask? Well, stick around and you're going to find out. Lots of great stuff coming up gang, so let's get started.

Synchronize Calendars with Outlook
Hi welcome to TrainSignal. My name is Bill and this lesson is Synchronize Calendars with Outlook. In this lesson I'm going to show you how to connect a calendar to Outlook, it's a very simple and easy process. We'll show you how to view multiple calendars in Outlook and this is pretty cool, there's a new feature in Outlook 2010 I'm going to share with you if you don't already know that it's there. And, next I'm going to show you how to edit a calendar. We'll edit a calendar both in Outlook and in SharePoint and we'll see that those changes are reflected because the calendars are connected in both places. And lastly I'm going to show you how to copy items to another calendar. We will begin by copying an event from SharePoint to our personal calendar in Outlook, then we will do the reverse, we will take an event from our personal Outlook calendar and copy it to a SharePoint calendar. So, lots of great stuff, sounds like a lot of fun to me, so why don't we go ahead and just get started.