training moss 2007 information site

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Training Moss 2007

COPI MOSS TEAM

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Agenda

Content Duration1. Safety Briefing ( 1-2 Minutes )2. Ground Rules ( 2-3 Minutes )3. Training

– Site/Page ( 10-15 Minutes )– Content ( 10-15 Minutes )– Permissions + Workflow ( 20-25 Minutes )– Navigation ( 10-15 Minutes )– Questions ( 10-15 Minutes )

Total duration (95-120 Minutes)

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Ground Rules

Vibrate Active

Listen

Respect Opinions

Questions

No Side Talking

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Site

Document

Page

Images

Sub site

A web consist with many groups of page that connected with links.

S i t eSite Content

Left menu

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Sample site

Left Menu

Sub Site Image

Page

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Site Setting Menu

Site Actions Menu With editing permissions•Edit Page•Create or View Site Content•View Reports•Access Site Settings•Manage Site Content and Structure

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• Navigate to an existing site.• Click on Site Actions (on the

top left) Create Site.

Create site

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• Enter the Title. • In the Web Site Address section add a URL name for the site.

Create site

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Create site

Click the Create button.

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“site_name/index.aspx”

The new site is ready to be set up.

Create site

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Rename Site

• Click on Site Actions (on the top left) Manage Content and Structure.

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Rename Site

• Navigate your pointer to your site name until scroll down menu appear.

• Click general setting

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Navigate to Title, description, and icon

Rename Site

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Rename Site

• Edit title or your URL name and click “OK” when finish

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Rename Site

Your site name has been rename

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On the "Site Actions" menu, click "Create Page".

Create page

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• Type a new title for the page.

• Type the file name for the page, In the "URL Name" box.

• Click Create.

Create page

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When you finish created page, it will appear like this in URL “page_name.aspx”

Create page

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Rename Page

• Click on Site Actions (on the top left) Manage Content and Structure.

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Rename Page

Navigate to your site and open page folder

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Rename Page

Navigate to your page and click edit page setting

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Rename Page

• Scroll down your mouse and click Ok when finish configure

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Rename Page

Your page name has been rename

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MOSS 2007 Rules

• MOSS 2007 is suggested as information site not repository files

• Pages files can be stored in MOSS 2007

• Images (less than 1 MB) can be stored in MOSS 2007,suggestion format JPG

• Please remove unused content

• Other files can be saved in Storage Documents– Livelink– S Drive– Sharepoint 2003 – Another repository site

Recommendation from global, more information please email to GRP:COPI MOSS-2007 TEAM

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Upload File Management Files Purpose

Upload

Images

Site

Pages Documents

Repository Files

Documents

Upload

Link Only

MOSS 2007 Document Storage

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Navigate your pointer to image folder in left explore window

Upload Images

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• Navigate your pointer to the right window and click New Item

• Click view all site content

Upload Images

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Browse to

S:\GENERAL_SHARE\sharepoint guide\MOSS 2007 TrainingClick Ok when finish

Upload Images

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Must Filled in

Click check in to enable you review uploaded image appear on page or site.

Upload Images

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Upload Images

Upload Success

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Upload File

• Document can be saved in Storage Documents– Livelink– Sharepoint 2003– S Drive

• Jakarta – JAFS3• Grissik – GRSFS1• Belanak – BELFS1• Belida – BLDFS1• Hangtuah – HTFS1

– Another repository site

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• For information about Livelink please contact – Muslih.Rizky@conocophillips.com ext 1950– Rusdy.Khalid@contractor.conocophillips.com ext 1951

Upload FileUsing Livelink

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Upload File

• Open new windows (internet Explorer)

• Go to your department sharepoint 2003 site

• Click Document and List

Using sharepoint 2003

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• Click Upload Document

Upload File

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Upload File

• Browse File to jafs3 ServerS:\GENERAL_SHARE\sharepoint guide\MOSS 2007 Training

• Click Open

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Click Save and Close

Upload File

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File has been uploaded

Upload File

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Edit page with edit content

Back to your home page

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On the Site Actions menu, click Edit Page. Notice that the page has switched to Design mode. The page's Web Part zones and titles are visible.

Edit page with edit content

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Click Add new content

Edit page with edit content

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Click the icon image to display the picture in your site

Edit page with edit content

Formatting toolbar

Image

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Click Browse

Edit page with edit content

52Select image then click ok

Edit page with edit content

53Click ok

Edit page with edit content

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Uploaded image will appear on page content

Edit page with edit content

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Edit page with edit content

click the table icon to divide your page into multiple columns

Table

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Edit page with edit content

Insert size of rows or columns than click “OK”

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Edit page with edit content

• Table has been created• Put your picture into table and you can write

something in another column

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Edit page with edit content

Your first page has been modified

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Web Part in the Web Part zone can help you to manage your page content structure.

Edit page with content editor web part

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Menu content editor Web Part

Edit page with content editor web part

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Display the web part when you have selected one of the menu

Edit page with content editor web part

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Edit page with content editor web part

• Click edit• Click modify shared web part

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Edit page with content editor web part

• Source editor can help you to design your page with HTML source

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Edit page with content editor web part

• Open

S:\GENERAL_SHARE\sharepoint guide\MOSS 2007 Training• Right-Click on right-click on the file sample1.html click open with Notepad• Copy-paste text into Text Entry then click Save

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Edit page with content editor web part

An example using web editor with html source

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Edit page with content editor web part

• You can edit your source editor using rich text editor

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Edit page with content editor web part

Exercise : place the image on the rich text editor

Clue : Rich text editor = Page content

Click OK when finish editing

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Create Link

• Insert picture or write something to create quick link• Bold the word or click the image and then click Hyperlink icon

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• Bold the word or clik the image and then click Hyperlink icon

Create Link

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Create Link

• For the selected URL you can use the document link in sharepoint 2003

• Click OK to finish editing

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Quick Link has been created

Create Link

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• For s: drive link using format:

File:\\server_name\Shared_folder\Working _folder\files.xxx

Sample :– file:\\Jafs3\Shared2\General_share\sample.txt

Create Link

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Edit Page Using Page Viewer

Click Add Web Part

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Edit Page Using Page Viewer

• Checklist Page Viewer Web Page• Click Add

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Edit Page Using Page Viewer

• Click edit• click modify shared web part

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Edit Page Using Page Viewer

• Copy and Paste your save HTML file (the URL)

• Click OK

Exercise :

• Browse your page file

• Copy page URL

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Edit Page Using Page Viewer

• Manage your page viewer properties.

• Click Ok when Finish

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Edit Page Using Page Viewer

Final Result

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Create Announcement

• Click site action• Click view all site content

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Create Announcement

Click create

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Create announcement

Click announcement to create and add new list announcement.

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Create announcement

• Type announcement list name• Click create

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Create announcement

Click settings then click create view to insert table

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• Click Standard view

Create Announcement

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Create view

• Type view name title• Click ok to create view table.

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Add new announcement

To create a new announcement. Click new item

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• Enter the Title and Body of the new announcement item. • The title will show up as a bulleted item and the body should

contain supplemental information.

Create announcement list

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Publish announcement

• Click page on top left menu• Click add web parts and browse

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Publish announcement

• Browse new announcement• Click add

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Publish announcement

A new announcement will be appeared in web part box

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Permission Structure

Contributor

Reader

Approver

Content Owner

Site

Approve

Site Or Page

Document

Read Only

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Set Permission

Navigate to

Site Action Site Setting People And Group

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Set Permission

Navigate to “Site Permission”

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• Click Action Edit Permission to create unique permission

Set Permission

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• Click Ok to continue

Set Permission

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Set Permission

Navigate to “New” Click “Add User”

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Set Permission

• Enter User/Groups• Give Permission• Click “Ok” when finish

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Set Permission

New user permission has been created

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Set Permission

Sample e-mail confirmation

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Go to your home site

Workflow Process

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Workflow Process

Click site action site settings Manage Content and Structure

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Only the directory pages that should be given Workflow process

Workflow Process

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Workflow Process

Choice Workflow Settings

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There is one active workflow that should be removing

Workflow Process

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Checklist remove button than click ok

Workflow Process

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• Current workflow has been removed• Add new workflow

Workflow Process

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Workflow Process

Type name group of approval

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Workflow Process

Select one participants Browse name of approver

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Workflow Process

Select name approver

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• Click Ok when finish

Workflow Process

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Workflow Setting

• New workflow has been removed

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• Remove another workflow in documents and images folder

Workflow Process

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• repeat step by step removing Workflow

Workflow Process

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Publish Process

Document

Upload

Publish

Check in

Process Upload

Finish Editing Other User Available to Edit

Approve Publish Shared View to Other

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• Click site action• Click view all site content

Publish

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• Click on drop down menu beside page title• Click publish a major version

Publish

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Click ok

Publish

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Publish

Loading process

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Publish

Status Draft change to Pending

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Approve

• Click on drop down menu beside image title• Click approve/reject

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• Click approved radio button, then click ok• After you’ve done approved the image, everyone will able to

view image.

Approve

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Approve

Status Pending change to Approved

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• Go to your home site

Publish Page

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Publish Page

For Finish editing page Click check in to share draft

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Publish Page

• Page that you’ve created cannot seen by public until you approved.• Then click submit for approval.

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Publish Page

Click Start

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Publish Page

Sending request process approval to server

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Publish Page

After the approver has approved the page publish you will receive email from share point

Content Owner will receive email from share point when request approval to approver

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Approver will receive email request

Publish Page

request

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Click Approve

Publish Page

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• Click approve

Publish Page

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• Your page has been published

Publish Page

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Navigation

Left Navigation

Top Navigation

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• Page has been created but there’s no button to link between site and page.

• To add left menu click site settings in site action.

• Then click modify navigator on drop down menu.

Navigation Add left menu

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Click add heading

Navigation

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Navigation

Enter the name Title then click OK

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Navigation

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• Click Ok

Navigation

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New Header will be appeared on left menu list

Navigation

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A new left menu will appear on left side window

Navigation

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Navigation

Add submenu

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• Page has been created but there’s no button to link between site and page.

• To add left menu click site settings in site action.

• Then click modify navigator on drop down menu.

Navigation

Add sub menu

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Navigation

Return to the Return to the Navigation SettingsNavigation Settings page. page.Select the heading to add a submenu item &Select the heading to add a submenu item &Click Click Add Link… Add Link… in the toolbar. in the toolbar.

Add submenu items

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• Enter the Title • Browse to existing page

Navigation

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Navigation

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Click Ok

Navigation

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• The heading menu item will now have one fly-out sub-item.

Navigation

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Link to document

Navigation

• Click “Add Link” icon

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• Fill the title name• Insert URL name link with file format• For example

file:\\Jafs3\Shared2\General_share\sharepoint guide\MOSS 2007 Training\default rule of permission level.xls

• Click Ok to finish

Navigation

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• New Link has been added

• Click Ok to finish editing navigation

Navigation

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DONE

Navigation

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COPI MOSS 2007

Thanks for your Attention

Service Desk Asia PasificTechnical Problem Support mail to RSC:MOSS 2007

Local Content consultant : GRP:COPI MOSS 2007

BY COPI MOSS 2007 TEAM