SharePoint 2010: Creating Lists

A custom list is the most basic type of list in SharePoint and provides a good introduction to using and managing SharePoint lists. There are multiple ways to create a custom list in SharePoint. The quickest way is to choose the Custom List option on your site’s Create page or window.

SharePoint’s list creation functionality is provided in two varieties depending on the availability of Microsoft Silverlight on your computer. Without Silverlight, you are presented with a Create page that contains links to various types of list organized into sections based on their functional usage. With Silverlight, you are shown a Create window allowing you to filter items you can create by Type and Category.

You will also notice an option on the Create page or window that will enable you to create a custom list using the Datasheet view rather than the standard view that the Custom List option uses.

To create a new custom list without Silverlight installed, follow these steps:

1. On the site’s home page, click the More Options… link in the Site Actions menu.
2. On the Create page, click the Custom List link in the Custom Lists section.
3. On the New page, enter a name and description for the list.
4. Select Yes under the Navigation options if you want to show a link to this list
on the Quick Launch area of the site.
5. Click the Create button.

To create a new custom list using the Silverlight Create window,follow these steps:

1. On the site’s home page, click the More Options… link in the Site Actions menu.
2. On the Create window, select the Custom List icon in the Installed Items section.
3. In the Custom List section, click the More Options button.
4. In the Name and Description section, enter a name and description for the list.
5. Select Yes under the Navigation options if you want to show a link to this list on the Quick Launch area of the site.
6. Click the Create button.

That's it-Done, The custom list has been successfully created.. If You have any queries or doubts regarding the above mentioned info then please let me know,Thanks..

SharePoint2010: Site Collection Auditing

SharePoint Server provides the ability to audit the usage of your SharePoint environment. The SharePoint Server auditing capabilities allow you to track all activities that occur within the environment. The site collection administrator has the ability to set auditing requirements within the environment that determine the types of actions that should be tracked. Reports are then available that can be used to review the logged events. These reports could also be used to create any needed audit reporting or statistics. You also have the ability to set audit logging settings to control the volume of audit information kept over time.

To manage audit settings for a site collection, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the site collection.

2. On the Site Settings page, in the Site Collection Administration section, click
the Site Collection Audit Settings link.

3. On the Configure Audit Settings page, identify any audit log trimming settings,
and select the items to audit:

a. In the Audit Log Trimming section, identify if automatic audit log trimming
should be enabled, identify the number of days of audit log data to retain,
and specify a location to store audit reporting before trimming the audit log.

b. In the Documents and Items section, check the boxes in front of the events
to audit which can include the following:
• Opening or downloading documents, viewing items in lists, or viewing
item properties
• Editing items
• Checking out or checking in items
• Moving or copying items to another location in the site
• Deleting or restoring items

c. In the Lists, Libraries, and Sites section, check the boxes in front of the items
to audit which can include the following:
• Editing content types and columns
• Searching site content
• Editing users and permissions

d. Once all of the appropriate audit options have been set, click the OK button.

The auditing options are set, and you are returned to the Site Settings page.
The information about audited actions will be tracked as the associated actions occur in the environment. You can then run the audit reports to view the audit history for captured events.

To view the auditing reports, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the site collection.
2. On the Site Settings page, in the Site Collection Administration section, click
the Audit Log Reports link.
3. On the View Auditing Reports page, click the name of the report you want to
execute.
4. For the Run a Custom Report option, the Run a Custom Report Page is
presented.

On this page, follow these steps:

a. In the File Location section, select where the report should be saved once it
is generated.

b. In the Location section, check if the report should be restricted to a specific
list, and if so, select the web site where the list is located and select the list.

c. In the Date Range section, specify the optional Start Date and/or End Date to
which the report should be restricted.

d. In the Users section, specify which users the report should be restricted to.

e. In the Events section, specify the events the report should be restricted to.

This list can include the following events:
• Opening or downloading documents, viewing items in lists, or viewing
item properties
• Editing items
• Checking out or checking in items
• Moving or copying items to another location in the site
• Deleting or restoring items
• Editing content types and columns
• Searching site content
• Editing users and permissions
• Editing auditing settings and deleting audit log events
• Workflow events
• Custom events

f. Once all of the appropriate report settings have been entered, click the OK

5. The report is generated, and the file is saved to the library specified.The generated XML file is saved to the location you specify, and you are returned to the View Auditing Reports page.

You can select to download any of the listed auditing reports. The following are
the reports included:
• Content Activity Reports
• Content modifications: Lists logged events for changes to site content
including documents, list items, and pages
• Content type and list modifications: Lists logged events for modifications to
content types, lists, and libraries
• Content viewing: Lists logged events for viewing content within the site
• Deletion: Lists logged events for content deletions and restorations
• Custom Reports
• Run a custom report: Enables you to create a custom report to retrieve logged
events for specific actions
• Information Management Policy Reports
• Expiration and Disposition: Lists logged events related to the expiration and
disposition of content
• Policy modifications: Lists logged events related to the creation and use of
content information management policies
• Security and Site Settings Reports
• Auditing settings: Lists logged events related to changes made to the auditing
settings
• Security settings: Lists logged events related to SharePoint security
configuration settings


If you have any queries or doubts regarding the above mentioned information then please let me know,Thanks...

SharePoint Server 2010 Web Parts

When SharePoint Foundation is installed, there are only a few web parts available, but that number jumps to many dozens of web parts when your environment includes SharePoint Server 2010; also, that number is dependent on whether the standard or enterprise version is installed. With large collections of web parts like this, it is beneficial to maintain the category information for all web parts by editing the information in the Web Part Gallery; this helps ensure that users are able to easily find relevant web parts for their pages.

Business Data

These web parts allow you to display and interact with data in SharePoint Server 2010Business Data Connectivity. Business Data Connectivity allows SharePoint to integrate with external data sources. This group also contains web parts to display information from Excel Services or Visio Services.

Examples of web parts in the Business Data category follow:

•Business Data Item: Displays a single item from a source in Business Data Connectivity
•Business Data List: Displays a list of items from a source in Business Data Connectivity
•Excel Web Access: Displays an Excel 2007 workbook in a web page format

Content Rollup

This category exists in SharePoint Foundation, but it includes many more web parts when SharePoint Server 2010 is installed in your environment.

Examples of web parts in the Content Rollup category include:

•Content Query: A powerful web part that provides numerous web part properties
to specify how it displays data from multiple lists, libraries, and sites within the site collection
•RSS Viewer: Displays the results of an RSS feed, which is either an external feed or from a SharePoint list
•Site Aggregator: Allows you to create a tab for each site you choose that displays documents and tasks that are assigned to you

Filters

These web parts allow you to filter information in other web parts using web part connections.
Examples of web parts in the Filter category follow:

•Choice Filter: Filters the contents of a web part by allowing the user to pick an option from a list of values
•Date Filter: Filters the contents of a web part by allowing the user to pick a date
•Query String Filter: Filters the contents of a web part by using data in the query string (URL) of the page

Outlook Web App

These web parts connect to Outlook Web Access to incorporate your Outlook information into the page.

Each of these web parts requires Exchange 2003 or later. Examples of web parts in the Outlook Web Access category follow:

•My Calendar: Displays your Exchange calendar
•My Contacts: Displays your contacts from Exchange
•My Inbox: Displays your Exchange inbox

PerformancePoint

This category allows you to display and control PerformancePoint reports and scorecards to create an interactive dashboard. The use of these web parts requires that PerformancePoint be properly configured in your environment and that the necessary objects be created before configuring the web parts.

Examples of web parts in the PerformancePoint category follow:

•PerformancePoint Report: Displays a report from PerformancePoint that can be
connected to other web parts to create an interactive dashboard
•PerformancePoint Scorecard: Displays a scorecard from PerformancePoint that
can be connected to other web parts as part of a dashboard


Search
These web parts provide the functionality needed for searching within SharePoint. Most of these web parts are used in the Search Center site template and in the standard search and search results pages.

Examples of web parts in the Search category follow:

•Search Box: The standard search entry
•Search Core Results: Displays search results

Social Collaboration

This category exists in SharePoint Foundation, but it includes many more web parts when SharePoint Server 2010 is installed in your environment.

Examples of web parts in the Social Collaboration category follow:

•Note Board: Provides the ability for users to leave notes on the page for feedback
or collaboration purposes that are viewable by other users
•Tag Cloud: Displays tag information about the current page

SP2010: Exporting and Importing Web Parts

After you have properly configured a web part, including both common and unique properties, you may want to reuse the web part with the same settings in other sites or pages. SharePoint provides you with this capability by allowing you to export most web parts and import them into another site.

Exporting the web part creates an XML file with a .webpart or .dwp extension that contains the properties of the web part and the information SharePoint needs to duplicate its functionality. If the Export Mode web part property is set to the Non-sensitive Data Only option, the export will not include certain properties marked as sensitive information (such as passwords).

To export a web part, follow these steps:

1. On the page, click the Edit Page link in the Site Actions menu.
2. On the title bar of the web part you wish to export, open the Web Part Menu by
clicking the down arrow on the right.
3. On the Web Part Menu, click the Export... option.
4. On the File Download dialog box, click the Save button.
5. On the Save As dialog box, browse to the directory where you want the webpart file placed and click the Save button.

To use this exported web part (or any other .webpart or .dwp file provided to you by other users), you must import it into the site as a user with the Full Control permission level where you want to use the web part. You can import a web part in one of two ways. The first way to import the file prevents others from using the web part, but it must be done each time you want to add it to a page.

To import a web part using this method, follow these steps:

1. On the page, click the Edit Page link in the Site Actions menu.
2. On the page, select the Web Part command from the Web Parts group on the Editing Tools - Insert ribbon.
3. On the Web Parts bar, click the down arrow next to Upload a Web Part.
4. On the Upload a Web Part pane, click the Browse button.
5. On the Choose File dialog box, browse to the .webpart or .dwp file, select it, and click the Open button.
6. On the Add Web Parts pane, click the Upload button.
7. In the Categories section of the Web Parts bar, select the Imported Web Parts category and add the web part to the page

The other process used to import a web part file causes the web part to appear in the other categories available in the Web Parts bar. This is beneficial because other users can easily add instances of this imported web part by using the appropriate category, whereas the previous import method was a one-time-use scenario.

To import a web part using this method, follow these steps:

1. On the site, click the Site Settings link in the Site Actions menu.
2. If the site is not a top-level site, click the Go to Top Level Site Settings link
under the Site Collection Administration section.
3. On the Site Settings page, click the Web Parts link under the Galleries section.
4. On the Web Part Gallery page, select the Upload Document command from
the New group on the Library Tools - Document ribbon.
5. On the Upload Web Part window, click the Browse button.
6. On the Choose File dialog, browse to the .webpart or .dwp file, select it, and
click the Open button.
7. On the Upload Web Part window, click the OK button.
8. On the Edit Item window, edit the name, title, and description that were
loaded from the file. Select a Group and, optionally, any of the
Recommendation Settings to determine how the web part is organized and
presented to users on the Web Parts bar.
9. Click the Save button.

The Web Part Gallery page will refresh and contain your newly uploaded webpart in the list. The Web Part Gallery page also lets you edit, delete, and manage security for web partsusing the same familiar capabilities found in lists and libraries. The Edit Item window for a web part in the Web Part gallery contains an Export command in the Actions group on the Edit ribbon, allowing you to export the web parts as files for importing elsewhere.

Please let me know in case of any queries/questions,I hope the above information will helps you to understand the detailed know-how about export-import process of webparts..Thanks..

SP2010:How to Manage Webparts On Pages

After adding web parts to a page, you may need to do many other tasks to create a useful SharePoint page. Rearranging, closing, deleting, and connecting web parts are all done after placing the page in Edit mode. Edit mode provides you with the option to modify the presentation of the page; note that you don’t need any programming knowledge.

After placing web parts on the page, you may determine that the page would function better if the web parts were presented in a different order or in a different location. SharePoint allows you to easily rearrange the web parts on the page once the page is in Edit mode. Edit mode displays the current page, making the management features available to you. To set the page to Edit mode and rearrange web parts, follow these steps:

1. On the page, click the Edit Page link in the Site Actions menu.
2. The page will be refreshed, displaying the content areas and web part zones. The page is now in Edit mode.
3. Click the title bar of a web part you want to move; and while holding down the mouse button, drag the web part to another location in a content area or web part zone on the page. If placing the web part in a zone, a bar will appear when the mouse is in a valid location to place the web part.
4. When the mouse is in the correct location within the content area or the bar
appears in the desired location within a web part zone, release the mouse button.

You may also want to remove web parts that you have determined should no longer appear on the page. There are three ways to keep a web part’s content from displaying on the page. The first is to minimize it. Minimizing a web part keeps the title bar displayed, but does not display the contents of the web part to the user.

To minimize a web part on a page, follow these steps:

1. On the web part page, click the Edit Page link in the Site Actions menu.
2. On the title bar of the web part you wish to minimize, open the Web Part menu by clicking the dropdown arrow on the right.
3. On the Web Part menu, click the Minimize option. You can also select the Minimize command from the State group on the Web Part Tools - Options ribbon.

If you face any issues/queries regarding the above procedure then please let me know,Thanks...