Attachment_J-06_-_ITS_Portal_2010_Quick_Ref_Guide.pdf

Integrated Training Systems Team Portal 2010 Quick Reference Integrated Training Systems Team Portal 2010 Quick Reference

Link Bar

Welcome User Menu Navigate Up

Quick Launch Buttons

Quick Launch Buttons

Quick Launch Buttons

Tags Search Bar

Help desk contact info

Site Actions

Key AnnouncementsKey AnnouncementsKey Announcements

The Fundamentals There are four main tools for navigation within the portal :

Link Bar: This includes the tabs that appear along the top of the site. Click a Tab and select a sub-site to navigate to.

Quick Launch Bar: Navigate to items on the current page, such as documents, lists and other libraries.

Breadcrumb Navigation: Displays links to where you have been, and where the current page fits in the site hierarchy.

Navigate Up or Home tab: Click this button to navigate back to the Home page from any subsite.

To Navigate in a Portal Site: Portal sites work just like any other site on the Inter-net: click a hyperlink to view the page or item to which it is connected.

To View All Content in the Current Site:

Click the All Site Content link with the Site Actions menu or within the Quick Launch Bar

To Search: Click in the Search box at the top of the page. Type your search word or term and press <Enter>. You can use wildcard (*) as well as Query syntax

AND, NOT, OR

Tagging: Tags consist of an item URL, the tag itself and is stored in your profile on the My Site page. Tags can be used to book-mark page, libraries, lists as well as individ-ual documents.

To Sign Out: Click the Welcome (User) menu at the top of the screen and select Sign Out.

Sites/Pages: Collaboration areas such as team sites, workspaces and blog sites. Im-portant subsites may also appear in the Quick Launch.

Libraries: includes libraries that contain related files, such as documents and forms.

Lists: Store shared information here, such as events on a calendar or project tasks.

Discussions: Participate in group discus-sions using discussion boards.

Recycle Bin: Deleted information is stored here for 90 days and can be re-trieved it needed.

My Site: Is a personal site that gives you a central location to manage and store your documents, content, links, and contacts. It also serves as a point of contact for other users to find information about you and your skills or expertise.

Calendars Add a new event:

1. There are two ways to add a new event, but first navigate to desired calendar.

2. One way to add a new event is by hovering over the desired date and clicking Add

3. Fill in desired properties, be sure to select a Category, then click Save

4. A second way to add a new event is using the new Ribbon feature

5. Under the Calendar Tools heading, click the Events tab

6. From the group called New, click New Event

7. Fill in desired properties, be sure to select a Category, then click Save

Continue on Back page

External Links

Calendars cont.

Edit an event:

1. There are two ways to edit an event

2. One way is from the calendar by clicking the title of the event

3. From the View tab, and from the group called Manage, click Edit Item

4. Edit desired properties, then click Save

5. A second way to edit an event is using the new Ribbon feature

6. Select the colored area of the event

7. From the Calendar Tools head-ing, click the Events tab

8. From the group called Manage, click Edit Event

9. Edit desired properties, then click Save

Connect to Outlook:

1. To synchronize items and make them available offline using Mi-crosoft Outlook, first navigate to desired calendar

2. From the Calendar Tools head-ing, click the Calendar tab

3. From the group called Connect and Export, click Connect to Out-look

4. If prompted with Windows security dialog boxes, click Allow

5. When prompted with Outlook security dialog box, click YES

Tasks Add a new item:

1. There are two ways to add a new item, but first navigate to desired tasks list

2. One way to add a new item is by clicking Add new item

3. Fill in desired properties, then click Save

4. A second way to add a new item is using the new Ribbon fea-ture

5. From the List Tools heading, click the Items tab

6. From the group called New, click New Item

7. Fill in desired properties, then click Save

Create an Alert on a list and list item:

1. To create an alert on a list, navigate to desired task list

2. From the List Tools tab, click the List tab

3. From the group called Share & Track, click Alert Me

4. Select Set alert on this list

5. Select desired choices, then click OK

6. To create an alert on a list item, hover over the row of the item and check the items check-box

7. From the List Tools tab, click the Items tab

8. From the group called Share & Track, click Alert Me

9. Select Set alert on this item

10. Select desired choices, then click OK

Documents

• To Open and Edit a Document: Navigate to the library containing the document you want to open or edit. Click the document. In the dialog box that appears, click Read Only to open the document, click Edit to edit the document.

• To Check Out a Document: Point to the document you want to open. Click the list arrow that appears and select Check Out from the list ribbon. Click OK and click the document to open it.

• To Check In a Document: Make sure the docu-ment is not open in another program. Navigate to the library containing the document you want to check in. Point to the document, click the list arrow that appears, and select Check In from the list rib-bon. Complete the options that appear and click OK. Click Yes to confirm the check in.

• To Create a New Document: Click the Documents tab on the Ribbon and click the New Document button in the New group. Click OK. Click Save when you have finished making changes to the document.

Enter a name for the file in the File name box and click Save. Click the Close button to close the Word document.

• To Create a New Folder: Click the Documents tab on the Ribbon and click the New Folder button in the New group. Enter a folder name and click Save.

• To Upload a Single Document: Click the Docu-ments tab on the Ribbon and click the Upload Docu-ment button in the New group. Click the Browse button, select the document you want to upload, and click Open. Enter any version comments and click OK. Check in the document, if necessary.

To Upload Multiple Documents: Click the Doc-uments tab on the Ribbon and click the Upload Document button list arrow in the New group.

Select Upload Multiple Documents from the list. Open Windows Explorer and navigate to the documents you want to upload. Drag and drop files in the Upload Multiple Documents dialog box. When you are finished, click OK.

Document Sets are “smart folders” which group related documents and inherit the same metadata properties. Document Sets provide a customizable Welcome Page that can contain display the metada-ta and other information related to the collection of documents. Visit http://sharepoint.microsoft.com/ Blogs/GetThePoint/Lists/Posts/Post.aspx?ID=462 to learn more of Document Sets. To add a Document Set to a workspace on the portal, please contact Dave Van Allen, dvanallen@novonics.com 540-625-

Document Sets http://sharepoint.microsoft.com/Blogs/GetThePoint/Lists/Posts/Post.aspx?ID=462 http://sharepoint.microsoft.com/Blogs/GetThePoint/Lists/Posts/Post.aspx?ID=462 mailto:dvanallen@novonics.com