PLEXHOSTED HOW TO: 2014

Monday, December 29, 2014

Microsoft SharePoint 2013
Managing workflows in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Worfkows.
Managing workflows in SharePoint 2013

Each workflow created on the SharePoint site can be changed at any time. Built-in SharePoint workflows can be managed directly from the browser. You can change the options and conditions of existing workflows according to specific needs without recreating it from the scratch. You can find the steps how to manage built-in SharePoint workflows in PlexHosted Wiki.

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Monday, December 22, 2014

Microsoft SharePoint 2013
Working with workflows in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Worfkows.
Working with workflows in SharePoint 2013

After creating a workflow and associating it to a list, site, or content type, you can initiate new workflow instances manually or by uploading/editing a document. Take a look on the basic steps how to work and complete simple built in SharePoint workflows on PlexHosted Knowledgebase.

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Friday, December 19, 2014

Microsoft SharePoint 2013
Configuring a workflow in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Worfkows.
Configuring a workflow in SharePoint 2013

Built-in SharePoint workflows are created and configured directly from browser. These workflows contain a set of predefined conditions and actions that can be altered according to the specific needs. You can configure it to start on adding an item or editing an item, as well as allow users to start workflows manually. Each workflow has the start and the end, the workflow status is shown in a separate column and it is clickable. The workflow status link leads to the page where you can review its history, tasks created and can end the workflow instance if required. Find more details about configuring built-in SharePoint workflows in PlexHosted Wiki.

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Wednesday, December 17, 2014

Microsoft SharePoint 2013
SharePoint 2013 Built-in workflows

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Worfkows.
SharePoint 2013 Built-in workflows

SharePoint 2013 includes a number of built in workflows that can be used to complete the most common business tasks automatically. SharePoint 2013 workflow templates are easy to use and configure and will can help to reduce time an efforts for business process automation, since they can be configured within few clicks directly from a browser. Get more information about built in SharePoint workflows and their types on the page below.

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Thursday, November 27, 2014

Microsoft SharePoint 2013
Business processes automation with SharePoint

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Worfkows.
Business processes automation with SharePoint.

With SharePoint you can automate the everyday business processes to make easier content managing and improve collaboration. Microsoft simplified this process with SharePoint workflows which can easily configured by non-techie users directly from a browser or using SharePoint Designer tool. To find out more about the workflows you can in PlexHosted Knowledgebase.

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Tuesday, November 25, 2014

Microsoft SharePoint 2013
How to move a desktop Access database to a SharePoint list.

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services.
How to move a desktop Access database to a SharePoint list.

As an option, in SharePoint 2013 you can save your desktop database to SharePoint to share it with the organization. You can find the steps how to do it in PlexHosted Knowledgebase.

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Thursday, August 14, 2014

Microsoft SharePoint 2013
How to link an Access table to a SharePoint 2013 list.

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How to link an Access table to a SharePoint 2013 list.

Access 2013 like Access 2010 supports linking SharePoint lists to the database. All the data stored in the linked SharePoint list will be synchronized with the database and reflect any changes made in it. You can pass data from Access to SharePoint and vice versa and maintain data without duplicating it multiple times. Learn how to link SharePoint lists to Access 2013 in PlexHosted Knowledgebase.

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Tuesday, August 05, 2014

Microsoft SharePoint 2013
How import a list from SharePoint 2013 to Access 2013.

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How import a list from SharePoint 2013 to Access 2013.

Access 2013 also allows you to export data from your SharePoint 2013 list to the Access tables. You can import the selected list view to Access instead of all columns if you would like to import only specific information and then edit it according to you needs. The imported data is not synchronized with the source and will not reflect any changes in it. Find more details about Access services 2013 on PlexHosted Wiki.

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Thursday, June 19, 2014

Microsoft SharePoint 2013
How export data from an Access desktop database to a list in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How export data from an Access desktop database to a list in SharePoint 2013.

SharePoint 2013 allows to create Access apps to store data and share it with users. But if you have a desktop database and do not want to create the app in browser, you have the option to export tables to a SharePoint list. Take a look on how to do it in the PlexHosted Knowledgebase site.

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Wednesday, June 11, 2014

Microsoft SharePoint 2013
How work with Access apps in a browser in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How work with Access apps in a browser in SharePoint 2013.

SharePoint 2013 Access app can be easily created and managed from a browser. A user with “Contribute” permissions on the SharePoint site can open Access app tables, edit and add new data without opening this app in the desktop Access application. Learn how to work with Access apps in a browser on PlexHosted Wiki.

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Monday, June 09, 2014

Microsoft SharePoint 2013
How create a table in an Access app in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How create a table in an Access app in SharePoint 2013.

In SharePoint 2013 Access services when you create a new Access app all its content is stored in the separate MS SQL tables. All Access data types are mapped to SQL Server database data types. When you create a new table in the Access app using one of the preconfigured templates, other related tables may be added to the app automatically. Learn more about SharePoint 2013 Access tables on the page below:

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Monday, June 02, 2014

Microsoft SharePoint 2013
How to create an Access app in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Access Services
How to create an Access app in SharePoint 2013.

SharePoint 2013 has introduced new architecture of Access services. Now it utilizes SharePoint web apps model and you need to create Access apps instead of web databases. All the data from the Access apps is stored in separate SQL server databases. You can still view and edit web databases that were created in Access 2010 on the SharePoint site, but you cannot open it directly form browser. Learn more about creating access apps in SharePoint 2013 in PlexHosted Knowledgebase.

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Friday, May 30, 2014

Microsoft SharePoint 2013
How to create a site policy in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create a site policy in SharePoint 2013.

SharePoint 2013 site policies help you to manage site closure and deletion, it allows creating retention schedules for sites and site mailboxes. When a site is closed you can schedule automatic deletion of it basing on the closing date. If you are closing a site collection it becomes read only. If a site includes subsites they all also will be deleted. Learn more about SharePoint 2013 site policies and how to create them on PlexHosted Wiki.

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Monday, May 26, 2014

Microsoft SharePoint 2013
How to create reusable content in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create reusable content in SharePoint 2013.

If you have a text like copyright, quote or company statement that is used on multiple SharePoint pages, you can use SharePoint 2013 Reusable Content feature and insert such text on a page with a few clicks instead of typing it each time. This feature can be also helpful when creating a text sample or product outline. Reusable content can be used only on publishing pages and on sites with Publishing feature enabled. Learn more about reusable content in SharePoint 2013 in PlexHosted Wiki.

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Friday, May 23, 2014

Microsoft SharePoint 2013
How to manage page layouts in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to manage page layouts in SharePoint 2013.

In SharePoint 2013 you can not only to create page layouts, but also set a site to use certain layouts or configure it to use a specific page layout. You can also configure a subsite to inherit defined layouts from the parent site. To learn more about managing page layouts please refer to the page below.

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Wednesday, May 21, 2014

Microsoft SharePoint 2013
How to create page layouts in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create page layouts in SharePoint 2013.

One of the greatest features of SharePoint publishing sites is the ability to define and control strict look and feel of the SharePoint pages using content layouts. Each publishing page is based on a page layout, which in its turn is based on a content type. And a content type consists of a number of site columns. Content type allows to define field controls that the page layout can use when this content type is associated with the Pages library. Learn how to create page layouts in SharePoint 2013 in PlexHosted Knowledgebase.

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Monday, May 19, 2014

Microsoft SharePoint 2013
How to create a publishing site in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create a publishing site in SharePoint 2013.

SharePoint 2013 publishing site is the best way to provide and control web content. Publishing sites will be helpful for you if you need to have a delegated group of users that will create a content on SharePoint and pass this content through an approval system. Only after content approval it becomes available to other users. Learn more about it on PlexHosted Wiki.

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Friday, May 09, 2014

Microsoft SharePoint 2013
Configuring in place records management in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
Configuring in place records management in SharePoint.

In SharePoint 2013 a Records Center site is usually used for storing company records and configuring records management policies. But if you would like store records on different site, you can enable and configure in place records management for a library to protect organizationally important documents and gain better control over them. Learn more about configuring in place records management in SharePoint 2013 on PlexHosted Knowledgebase.

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Wednesday, May 07, 2014

Microsoft SharePoint 2013
How to manage records in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to manage records in SharePoint 2013.

SharePoint 2013 Records Center site provides you with the ability to easily manage records of your organization using Information management policies. You can create compliance and retention rules to control records and configure Content Organizer to route the files into proper locations. For more information about managing records in SharePoint 2013 visit PlexHosted Wiki.

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Monday, May 05, 2014

Microsoft SharePoint 2013
How to create a Records Center in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create a Records Center in SharePoint 2013.

In SharePoint 2013 you can create a Records Center site that will be a central repository where you can store and manage company records and ensure their integrity. Records are electronic or physical entities that are organizationally important and require retention for legal or regulatory reasons. SharePoint Records Center site includes specialized features that will help to declare records, handle their routing and retention schedules, protect documents and log all the changes. You can create a Records Center as a top level site or a subsite. Take a look on how to create it on the page below.

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Friday, May 02, 2014

Microsoft SharePoint 2013
How to use Content Organizer in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to use Content Organizer in SharePoint 2013.

Content Organizer in SharePoint 2013 can be very useful feature if you deal with big amount of documents. It allows to route files to different libraries and folders automatically and also control the maximum number of documents within folders. Using this feature you can make managing documents much easier and be sure that all the necessary files are in the proper locations on your SharePoint 2013 site. Learn more about SharePoint Content Organizer in PlexHosted Knowledgebase.

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Wednesday, April 30, 2014

Microsoft SharePoint 2013
How to create a Document Set in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
How to create a Document Set in SharePoint 2013.

If you have a number of related documents, you have several options how to manage them. You could use a folder or metadata, but SharePoint 2013 also allows creating Document Sets to group files and easily manage them. A Document Set provides you with the ability to manage a number of files as one single item. You can run a workflow on a Document Set and use versioning. More information about Document Sets in SharePoint 2013 you can find on PlexHosted Wiki.

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Monday, April 28, 2014

Microsoft SharePoint 2013
Document IDs in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Content Management.
Document IDs in SharePoint 2013.

SharePoint 2013 just like SharePoint 2010 includes Document IDs feature. This useful feature allows to create a reference to a document, which will be valid even in case the file is moved to another folder. By activating Document ID feature, each file in the site collection receives a unique ID, which is stored in a hidden column. You can display this column if necessary. Find out more about SharePoint 2013 Document IDs on the page below.

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Friday, April 25, 2014

Microsoft SharePoint 2013
How to manage tasks in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Project Management.
How to manage tasks in SharePoint 2013.

SharePoint 2013 allows users to manage all tasks assigned to them in one centralized place – on the personal site. All user tasks can be found on the Tasks page of personal site and can be easily managed from there. When you create, change or delete task items on the personal Tasks page, all changes are written back to the original location, which allows to keep your team members aware of your updates. Learn more about this great SharePoint feature on PlexHosted Wiki.

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Wednesday, April 23, 2014

Microsoft SharePoint 2013
Managing Project Summary Web Part in SharePoint 2013

PlexHosted SharePoint 2013 guides and tutorials
Microsoft SharePoint 2013. Project Management.
Managing Project Summary Web Part in SharePoint 2013.

SharePoint 2013 project site provides users with the Project Summary Web Part. This web part provides a timeline view and the ability to identify tasks status, for example to check the late or upcoming tasks. This web part creates an overview of what is happening in a project. Learn more about Project Summary Web Part in PlexHosted Knowledgebase.

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