Getting Started with Microsoft Windows SharePoint Services

Creating and Managing SharePoint Sites

Creating a Subsite

1To begin creating a team site as a subsite of the current site, on the Team Web Site Home page, on the top link bar, click Create.
2To display a list of the types of Web pages and sites you can create, in the left pane of the Team Web Site Create Page, on the Select a View menu, click Web Pages.
3To create a subsite, in the right pane of the Team Web Site Create Page, under Web Pages, click Sites and Workspaces.
4To provide a title, description, and URL name for the site, for the purposes of this exercise, press SPACEBAR, wait as the text is typed for you, and then click once below the scroll box on the scroll bar.
5To create the team site with the same permissions as the current site, with Use same permissions as parent site selected, click Create.
6To create a site with a document library and basic lists, on the Marketing Team Site Template Selection page, with Team Site selected in the Template list, click once below the scroll box on the scroll bar, and then click OK.
7To return to the top-level site, on the top link bar, click Up to Team Web Site.
8To begin creating a meeting workspace as a subsite of the current site, on the top link bar, click Create.
9To create the subsite, in the left pane of the Team Web Site Create Page, under Select a View, click Web Pages, and then in the right pane of the Create Page, click Sites and Workspaces.
10To provide a title, description, and URL name for the meeting workspace, press SPACEBAR, wait as the text is typed for you, and then click once below the scroll box on the scroll bar.
11To create the meeting workspace with the same permissions as the current site, with Use same permissions as parent site selected, click Create.
12To create a workspace with a document library and basic lists, on the Monthly Meeting Template Selection page, in the Template list, click Basic Meeting Workspace, click once below the scroll box, and then click OK.
13To return to the top-level site, on the top link bar, click Up to Team Web Site.
14To view the administrative options for the top-level site, on the top link bar, click Site Settings.
15To view the top-level site collection hierarchy, in the Administration list, click Manage sites and workspaces.

Managing Site Users and Permissions

1To begin separating the permissions of the subsite from those of its parent site, in the Marketing Team Site Home page, on the top link bar, click Site Settings.
2To display the options pertaining to site users, site management, and site collection administration, under Administration, click Go to Site Administration.
3To change the way permissions are assigned to this subsite, under Users and Permissions, click Manage permission inheritance.
4To assign an independent permission structure to this subsite, in the Permissions area, click Use unique permissions, and then click OK.
5To begin changing a site user's permissions, under Administration, click Manage users.
6To display the site group membership of a particular user, on the Marketing Team Site Manage Users page, click Mike Galos.
7To prevent the selected user from creating new lists, creating document libraries, and customizing pages, in the Site Group Membership area, next to Site groups, click to clear the Administrator - Has full control of the Web site check box.
8To allow the selected user to add content to the existing structure, in the Site Group Membership area, next to Site groups, click to select the Contributor – Can add content to existing document libraries and lists check box, and then click OK.
9To begin adding a user to the current site, under Manage Users, on the link bar, click Add Users.
10To enter the new user's login name in the Users box, for the purposes of this exercise, press SPACEBAR, and the name will be typed for you.
11To add the new user as a Contributor, in the Choose Site Groups area, click to select the Contributor – Can add content to existing document libraries and lists check box, click once below the scroll box on the scroll bar, and then click Next.
12To finish adding the user without sending an e-mail message, on the Marketing Team Site page, click once below the scroll box on the scroll bar, and then click Finish.

Changing a Site's Theme

1To begin applying a theme to the current site, on the Marketing Team Site Home page, on the top link bar, click Site Settings.
2To display the available themes, in the Customization area, click Apply theme to site.
3To preview a theme, in the Select a Theme area, in the list, click Afternoon.
4To preview other themes, in the Select a Theme area, in the list, click Canyon, click Iris, and then click Journal.
5To apply the selected Journal theme, click once below the scroll box on the scroll bar, and then click Apply.
6To display the subsite's home page with the new theme applied, on the top link bar, click Home.

Creating and Using a Custom Template

1To begin saving a subsite as a custom template, on the Customer Service Team Home page, on the top link bar, click Site Settings.
2To display options pertaining to site users, site management, and site collection administration, under Administration, click Go to Site Administration.
3To save the current SharePoint site as a site template (.stp) file, on the Customer Service Team Site Administration page, under Management and Statistics, click Save site as template.
4To specify the name of the .stp file, the name that will show in the template list, and the template description, for the purposes of this exercise, press SPACEBAR, and the text will be typed for you.
5To save the contents of the document libraries and lists as a part of the custom template, click to select the Include content check box.
6To save the custom template with the specified settings, click once below the scroll box on the scroll bar, and then click OK.
7To see all the templates now available from the top-level site, on the Operation Completed Successfully page, click the underlined site template gallery link.
8To begin creating a new subsite based on the custom template, on the top link bar, click Site Settings.
9To display a list of sites and workspaces in this site's hierarchy, under Administration, click Manage sites and workspaces.
10To create a new site or workspace, on the Sites and Workspaces toolbar, click Create.
11To provide the title, description, and URL name for the new subsite, press SPACEBAR, wait as the text is typed for you, and then click once below the scroll box on the scroll bar.
12To give the subsite the same permissions as the current site, with Use same permissions as parent site selected, click Create.
13To apply the attributes of the custom template, in the Template list, click once below the scroll box on the scroll bar and click Customer Service Group Template, and then, on the page, click once below the scroll box on the scroll bar and click OK.

Deleting a Subsite

1To begin deleting a subsite, on the top link bar, on the Premier Service Team Site Home page, click Site Settings.
2To confirm that the subsite you want to delete has no subsites or workspaces, under Administration, click Manage sites and workspaces.
3To return to the Site Settings page, on the Manage Sites and Workspaces - Microsoft Internet Explorer toolbar, click Back.
4To display the subsite's users, permissions, management, statistics, and site collection options, under Administration, click Go to Site Administration.
5To delete the current subsite, under Management and Statistics, click Delete this site.
6To finish deleting the current subsite, on the Delete Web Site page, click Delete.