Part 3 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.
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.
Export and Link a SharePoint List to Access Hi, welcome to TrainSignal. My name is Bill, and this lesson is Export and Link a SharePoint List to Access. In this lesson, I'm going to show you how to export a SharePoint list to a new Access database on your local computer. And this is two separate things we're looking at here, that's going to be one, and then I'm going to show you how to go, and it's very similar, it's almost the same process, but I'm going to show you how to link that list to an Access database, to a new Access database, and then go ahead and save that to a SharePoint library. And if you're confused, you'll see what I'm talking about in just a couple of minutes. So, lots of fun. Let's get started.
Importing SharePoint Lists from Access Hi, welcome to TrainSignal. My name is Bill, and this lesson is Importing SharePoint Lists from Access. In this lesson, I'm going to show you how to import a SharePoint list from within Access right into a brand-new Access table, but don't misunderstand me, they won't be connected. They're not going to be connected in any way. It's just going to be a copy of that list on your local machine as an Access table. The next thing I'm going to do, is then show you how to link to a SharePoint list where we're going to do essentially the same thing, only this time we're going to make that connection. We're going to make a link so that if you make changes in either the list in SharePoint or the list in your Access table, that they will be updated on either end. Now I've already created a lesson to show you how to do this from within SharePoint, and if you haven't watched it go ahead and check it out, but now we're going to go ahead and do essentially the same thing, but just from the Access side, alright? It's really easy and really simple, so why don't we just get started?
Create and Link a SharePoint List from Access Hi, welcome to TrainSignal. My name is Bill, and this lesson is Create and Link a SharePoint List from Access. In this lesson, I'm going to show you how to create an Issues List, create an Events Calendar List, and create Custom Lists. Now if you've watched any of my other lessons on SharePoint with Access, you're probably already aware of how we can do these things. But I'm going to go ahead and show you these specific types of lists because they have a couple of interesting features in there and some things that I want you to be aware of. Lots of great stuff, so why don't we go ahead and just get started.
Modify a SharePoint List Form with InfoPath Hi welcome to TrainSignal. My name's Bill, and this lesson is, Modify a SharePoint List Form with InfoPath. In this lesson, we're going to start by showing you how to select that SharePoint list form, we'll do that through InfoPath so that when we modify the form, which is the next section, we can go ahead and see that the changes will be saved to the form in SharePoint. And that's going to be the third point here, Publish and Save the Form. And then lastly, very quickly, we'll show you how to use the form, a couple of ways your users can go ahead and access and use that form, and what's going to happen to them when they do. A lot of great stuff, so let's go ahead and let's get started.
Publish an InfoPath Form to a SharePoint Form Library Hi, welcome to TrainSignal. My name's Bill, and this lesson is, Publish an InfoPath Form to a SharePoint Form Library. In this lesson, we're going to start by showing you how to validate that form, something that's very necessary, very important. Then we'll show you how to publish the form, and along the way how to add metadata, because when we publish the form we're going to create that form library and add columns to it. Next, we're going to show you how to open that form in both a browser and in the application, and the application, of course, being InfoPath Form Filler. And lastly, how to save the form data, we're going to take that filled out form and have it published to a library, or sent to you, or to whoever, as an email. Lots of really great stuff, so let's go ahead and let's get started.
Publish an InfoPath Form as a Content Type Hi, welcome to TrainSignal. My name's Bill and this lesson is, Publish an InfoPath Form as a Content Type. In this lesson, I'm going to show you how to publish that form, like the title says, as a content type, and then show you how to add the form to a library as a content type, two very important things. And if you watched my lesson on publishing and using forms, we touched on it a little bit and I promised you that we were going to have a lesson where we talked about in greater detail, and that's this lesson. So let's go ahead, lots of great stuff, let's get started.
Share and Use a OneNote Notebook with SharePoint Hi, welcome to TrainSignal. My name's Bill and this lesson is, Share and Use a OneNote Notebook with SharePoint. In this lesson, we're going to start by showing you how to create a shared notebook, we simply open up the OneNote application and create that network-shared notebook. Next, we'll show you how to edit the notebook, we'll take a look at editing it in the browser, in the Office Web Apps, and also in the OneNote application itself. Then we'll be able to see a feature called showing the authors where we will see who has authored sections of this OneNote notebook, it's going to be highlighted there for us, and again both in the browser and in the application itself. And the last thing we're going to do is take a look at show page versions. Basically, it's versioning in OneNote. We can go ahead, OneNote has the ability to show us previous versions of the notebook, and we can either restore them or delete them. Lots of great stuff coming up, so hang in there with me, and let's get started.
Copy a SharePoint site with SharePoint Workspace Hi, welcome to TrainSignal. My name's Bill, and this lesson is, Copy a SharePoint Site with SharePoint Workspace. In this lesson, I'll be first showing you how to create a SharePoint Workspace and create an account. Then we're going to show you how to work with that SharePoint Workspace offline. And lastly, we'll go over some of the Workspace sync options. Now you may be asking yourself, Bill why do I need to copy a SharePoint site with a SharePoint Workspace? What exactly does that mean? Well, SharePoint Workspace allows us to go ahead and download a local copy of our SharePoint site right to our computer, so that we can work on it anywhere, offline. So, if I'm mobile, I've got my laptop, I'm going to be on a 4-hour flight from here to California, or something like that, and I need to get some work done, I can copy that SharePoint site, and I don't have to copy the entire site, I can connect to the server and simply download one particular library, or one particular list, whatever I need, I can go ahead and get that on my local computer, do all the work necessary, everything that I need to do, I can even add documents to that library, or add new list items, and then as soon as I get back and can plug in and get online, it will sync back up to my SharePoint site. It's really a great tool if, like a lot of people today, you're part of a mobile workforce. All right, I've got a lot of great things to show you, so let's go ahead and let's get started.