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)

http://sptupap.conocophillips.net/sites/indonesia/HR/GeneralServices/CR/Shared%20Documents/HSE%20moment-1st%20FL_files/frame.htm

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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 – [email protected] ext 1950– [email protected] ext 1951

Upload FileUsing Livelink

mailto:[email protected]

mailto:[email protected]

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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.


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Click Add new content


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Click the icon image to display the picture in your site


Formatting toolbar

Image

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Click Browse


52Select image then click ok


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Uploaded image will appear on page content


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click the table icon to divide your page into multiple columns

Table

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Insert size of rows or columns than click “OK”

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

something in another column

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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


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


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• Click edit• Click modify shared web part

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

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• 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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An example using web editor with html source

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• You can edit your source editor using rich text editor

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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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• Checklist Page Viewer Web Page• Click Add

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• Click edit• click modify shared web part

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

• Click OK

Exercise :

• Browse your page file

• Copy page URL

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• Manage your page viewer properties.

• Click Ok when Finish

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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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• Browse new announcement• Click add

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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

Training Moss 2007 Information Site

Technology

page content structure

page scroll

clickedit page

groups of page

clickcreate page

home page

site content upload

edit content table