Using Microsoft Office 2013 with SharePoint Server

Learn how Microsoft Office 2013 integrates with SharePoint Server to allow versioning, co-authoring and more.
Course info
Rating
(42)
Level
Intermediate
Updated
Oct 25, 2013
Duration
2h 2m
Table of contents
Description
Course info
Rating
(42)
Level
Intermediate
Updated
Oct 25, 2013
Duration
2h 2m
Description

SharePoint Server empowers users to collaborate more efficiently and effectively in Microsoft Office 2013 apps. This course will show you how features such as versioning, co-authoring, file check-in and check-out, and sharing work.

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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Section Introduction Transcripts
Section Introduction Transcripts

Introduction
Hi welcome to TrainSignal, my name is Bill and you're watching the introductory lesson to my new course Using Office with SharePoint 2013. Now, in this course we're going to have a lot of great lessons, I got 10 lessons for you. We have a lot of great lessons on how to go ahead and get the most out of your Microsoft Office installation when you're using it with SharePoint 2013. Now throughout the course I'm going to be using Office 2013, the brand new one, and if you haven't used it go ahead and check it out because it really is great, they've added a lot of new things to Office 2013. And throughout this course you're going to have some great lessons like, saving your documents to SharePoint right from Office. We're going to connect our Office applications right to our SharePoint. We're going to show you have to check files in and out so that you can control who can edit them and who can't, who has access to them. We'll take a look at document versioning with SharePoint. That's a really cool feature, that's very very neat. And we're going to go ahead and spend a lot of time, we've got two lessons on co-authoring. And co-authoring is a great thing, it's something that a lot of people have been interested in, a lot of people have asked me about co-authoring, and there are some new features to co-authoring with SharePoint 2013 that weren't available before. We're also going to go ahead and show you how to use OneNote with SharePoint. OneNote is an awesome, awesome product and something that works really well with SharePoint. We'll show you how to export SharePoint lists right into Excel. We'll talk to you about using the Office web apps and we'll also go ahead and try and demystify SkyDrive Pro. Sounds like a lot of fun doesn't it? There's some great things ahead in this course so thanks for watching this lesson and I'll see you in the next one.

Save Files to SharePoint from Office
Hi welcome to TrainSignal, my name is Bill and this lesson is Save Files to SharePoint from Office. If you've used SharePoint at all by now you probably already know how to go ahead and get documents, files, whatever you have into a SharePoint library. It's pretty straightforward, it's pretty simple, you can upload, you can drag and drop, and we'll take a quick refresher on that, we'll look at that in just a second. In case you don't know or you don't remember or maybe you're not sure, but maybe what you don't know is that there are lots of other ways, more efficient and what we would call best practice ways, to go ahead and get documents, get those files into a SharePoint library right from your Office application. Ways that are going to make it possible for you to make changes to that document from your desktop, from that Office application, whether it's Word, Excel, PowerPoint, or Visio and have those changes automatically upload and save right to your SharePoint library. Lots of great stuff, but rather than talk about it let's go ahead and let's get started.

Document Versioning within SharePoint
Hi welcome to TrainSignal, my name is Bill and this lesson is Document Versioning within SharePoint. In this lesson I'm going to teach you about versioning, what it is, how to go ahead and enable versioning in a document library, we'll talk about the differences between major and minor versions, and we'll take a look at how you can go ahead and compare different versions of the same document. Lots of great stuff so why don't we go ahead and let's get started.

Co-Authoring Part 1
Hi welcome to TrainSignal, my name is Bill and this lesson is Co-authoring Part 1. Now you're probably sitting there wondering, part 1 why part 1, what is part 1 mean, what is part 2, what's going to happen in part 1, is part 1 really going to be long and that's why we had to break it up into 2 parts, am I going to be bored? No, no, no, no, no, no. In this lesson we're going to talk about co-authoring using the Office Web Apps, the Office Applications, or a combination of both. With the Office Web Apps in SharePoint you can go ahead and co-author with the Web App, the Office application, or a combination of both in these three Office applications, Word, PowerPoint, and OneNote. The process is a little bit different and you're probably sitting there wait a minute, wait a minute where's Excel, why can't I do co-authoring with Excel, I thought that I could? That's going to be part 2, because it is a little bit different then we're going to see with these three applications. We're also in part 2 going to go ahead and talk about Visio, because yes now you can also co-author with Visio. And we'll talk about those in part 2, but for this lesson we're going to go ahead and look at Word, PowerPoint, and OneNote. And we have a treat for you today, along to help me with the co-authoring I have a special guest, Heather Ackmann. Hi. Heather is here and some of you may know Heather from her wonderful Access and PowerPoint training. And I'm telling you depending on when you're watching this if you haven't seen it already, if she isn't finished, she's going to be working, she's taking up the mantel from me to teach the Excel course. So, go ahead and check that out if you haven't, Heather's a wonderful instructor and she's going to help us and the two of us are going to make sense out of co-authoring for you. So, let's go ahead and let's get started.

Co-Authoring Part 2
Hi welcome to TrainSignal, my name is Bill and this lesson is Co-authoring Part 2. Now if you're watching part 2 I'm going to hope that you've already watched part 1 and that you're anxious to come and see the things that we didn't cover in part 1. And if you didn't watch part 1, go ahead and check it out it's a lot of fun, but Co-authoring Part 2 we're going to go ahead and talk about co-authoring with the Excel Web App and the Visio Desktop Application. Co-authoring with Excel is only available when you use the Excel Office Web App, you cannot co-author in Excel using the desktop application, it's not supported. So no matter how many people you have in your group trying to go ahead and co-author using Excel, they all have to be using the Excel Web App. And I'm going to show you how that looks in just a couple of minutes. Now, Visio is a little bit different in that there is no Web App for Visio. So the only way to co-author with Visio is with the desktop application. And I'm going to go ahead today and show you how to do this, make sense out of all of this, and with me once again is my good friend and colleague Heather Ackmann. Hi, thanks Heather for joining us once again, she did such a great job on part 1 and I know part 2 is going to be just as much fun. So why don't we go ahead and let's get started.

OneNote with SharePoint
Hi welcome to TrainSignal, my name's Bill and this lesson is Share OneNote Notebooks with SharePoint. And in this lesson we're going to do just that, I'm going to go ahead and show you first how to share an existing notebook. So if you have one on your local computer and you need to share it with other people, it's as simple as uploading it to a SharePoint library. Then we're going to go ahead and show you how to create and share a brand new notebook in SharePoint. Lots of fun stuff, so why don't we go ahead and let's get started.

Export a SharePoint List to Excel
Hi welcome to TrainSignal, my name is Bill and this lesson is Export a SharePoint List to Excel. Well in this lesson we're going to do exactly what the title says, see and that's what I do because I like you guys so much I try to make that title very explicit, no deception here, no confusion. That's exactly what we're going to do, we're going to take a SharePoint list and export it into Excel. So we've got a SharePoint list, there's lots of data in there, lots of information, lots of columns, all this stuff, and we need to analyze it. And sure, especially now in 2013 with some of the new BI capabilities that we have in SharePoint, there's lots of things we can do to analyze that list right there in SharePoint, but sometimes it's just easier, it's quicker, it's faster, it's better for us to just go ahead and take that information and put it into Excel. Because quite honestly there's some more tools that we have that are easier to manage in Excel than in SharePoint. And so how do you do this? Do you want to go ahead and manually copy all of that data into an Excel workbook? Well you could do that if you want, but why would you? I mean SharePoint has a really great tool called Export to Excel and that's what this lesson's all about. We're going to go ahead and take a look at that. So, let's go ahead and let's get started.

Using the Office Web Apps
Hi welcome to TrainSignal, my name's Bill and this lesson is Using the Office Web Apps. In this lesson we're going to go ahead and talk about and show you how you go and use Office Web Apps and what they can do. Now if you're used to the Office Web Apps in SharePoint 2010 they're very similar, the main difference is, at least from your standpoint, is that the Office Web Apps where in 2010 they were a separate installation that you would go ahead and put on, right on your SharePoint server. In 2013 the Office Web Apps is actually its own server, it has to be installed on its own separate server. And it can be part of your farm and it can work with Lync and Exchange as well. And for more information about that and how to go ahead and actually install and configure and get your Office Web App server to play nice with your SharePoint, watch my SharePoint 2013 Administration course I have entire lesson just on that. And it's pretty easy to get set up, but in this lesson we're going to show you how to use the Office Web Apps, what kind of cool things you can do with them. So, we're going to start by talking and showing you the Office Web Apps for Word, Excel, and PowerPoint. We also have an Office Web App for OneNote, but we're going to handle that separately because it is a little bit different and there's a really neat feature of it I want to go ahead and show you. So, let's go ahead and let's get started.

Using SkyDrive Pro
Hi welcome to TrainSignal, my name is Bill and this lesson is Using SkyDrive Pro. In this lesson we're going to go ahead and well, show you how to use SkyDrive Pro. Now you may already be familiar with Microsoft's SkyDrive and that is Microsoft's cloud-based storage I think for free you get 7GB right now. I think that's what it is, it's 5 or 7 I can't remember exactly, but there are ways to get other GB's for free and of course that's a wonderful, wonderful service that you can go ahead and get an account for in Microsoft. And it's great for syncing to your phone, to your laptop, to your desktop, to any computer anywhere you have access to your files that are in your cloud, your SkyDrive. And it's a great service is you don't have it, if you haven't signed up for it yet go ahead it's free and it's awesome. Now, SkyDrive Pro is a little bit different. SkyDrive Pro works with SharePoint 2013 and Office 2013 whether it's the standalone or Office 365, SkyDrive Pro allows you to go ahead and sync document libraries from SharePoint to another computer, your local computer. So little bit different, both of them still great ways to go ahead and sync things, but completely different scenarios. So if you're confused you won't be after you watch this lesson, let's go ahead and let's get started.