SHAREPOINT 2007 U S UIDE · SHAREPOINT 2007 USER’S GUIDE. VERSION 5.0. MYEXTERRAN EXTRANET. S. TEPHEN L. H. OOD, B. USINESS T. ECHNOLOGY A. UGUST 2007 “SharePoint 2007 …

SHAREPOINT 2007 USER’S GUIDE VERSION 5.0

MYEXTERRAN EXTRANET STEPHEN L. HOOD, BUSINESS TECHNOLOGY

AUGUST 2007

“SharePoint 2007 … provides an information sharing platform, document man‐agement platform, workflow platform, business process management framework, and development foundation on which information worker solutions can be cre‐ated. The building blocks needed to create comprehensive business solutions are available and can be easily assembled to support organizations’ information man‐agement needs and business processes.”

— Bates and Smith, SharePoint 2007 User’s Guide

SHAREPOINT 2007 USER GUIDE – VERSION 5.0 Business Technology – August 2007

TABLE OF CONTENTS 1.0 INTRODUCTION

1.1 Purpose of This Guide 3 1.2 What is SharePoint? 3 1.3 Web Parts: The Basic Building Blocks 4 1.4 Site Ownership and User Responsibility 4 1.5 SharePoint Support 5 1.6 Accessing SharePoint 5 1.6a On‐Site Access 6 1.6b Off‐Site Access 6 1.7 Access Levels 7 1.8 User Permissions and Access 7 1.9 Navigating SharePoint 8 1.9a The Left Menu 8 1.9b The Top Tab Menu 8

1.9c Site Navigation 8 2.0 WORKING WITH DOCUMENT LIBRARIES

2.1 Accessing a Document Library 9 2.2 Creating a New Document within a Document Library 10 2.3 Creating a New Folder in a Document Library 10 2.4 Opening a File in a Document Library 11 2.5 Uploading a Single Document into a Document Library 12 2.6 Uploading Multiple Documents into a Document Library 15 2.7 The Actions Button in the Document Library 18 2.8 The Settings Button in the Document Library 21

3.0 WORKING WITH THE ANNOUNCEMENTS WEB PART

3.1 Accessing the Announcements Web Part 26 3.2 Adding a New Announcement 26 3.3 Editing an Announcement 29 3.4 Deleting an Announcement 29

4.0 WORKING WITH THE LINKS WEB PART

4.1 Accessing the Links Web Part 31 4.2 Adding a New Link 32 4.3 Editing a Link 33 4.4 Deleting a Link 35

5.0 WORKING WITH THE CALENDAR WEB PART

5.1 Accessing the Calendar Web Part 35 5.2 Adding a New Event 36 5.3 Editing an Event 37 5.4 Deleting an Event 39

APPENDIX A: FREQUENTLY ASKED QUESTIONS (FAQS) 40 APPENDIX B: BASIC FEATURES OF THE EXTRANET HOMEPAGE 41 APPENDIX C: THE DEVELOPMENT AND TEST INSTANCES OF SHAREPOINT 42 APPENDIX D: REQUESTING AN HCA ACCOUNT FOR CONTRACTOR ACCESS TO THE EXTRANET 43 APPENDIX E: BOOKS ON SHAREPOINT 44

SharePoint 2007 User’s Guide 5.0 2


1. 0 INTRODUCTION 1.1 PURPOSE OF THIS GUIDE The primary purpose of this guide is to provide extranet users with simple, practical instructions using the basic features of SharePoint 2007. The intended audience consists of both general users and site managers, and no previous experience using SharePoint is required or assumed. This guide is not, however, a replacement for a more com‐prehensive instructional book. To take full advantage of SharePoint’s potential for team or pro‐ject collaboration and workflow management, a more thoroughgoing how‐to book is essential. See Appendix E for SharePoint book recommendations. 1.2 WHAT IS SHAREPOINT? Basically SharePoint is a sophisticated file‐sharing application that uses a web browser to interface with the user. Grouped with the Microsoft Office Suite of ap‐plications (Word, Excel, etc.), it is designed to provide a seamless collaborative platform for sharing documents, files and links. Additionally, SharePoint provides a platform for managing workflows, such as a process or project from beginning to end. If a business uses Microsoft Of‐fice, then employing SharePoint is a commonsense solution to multiple application file sharing and collaboration. Exterran’s SharePoint environment consists of two components: Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server (MOSS). WSS is the basic platform that provides document management and collaboration features using web pages to display content. Each web page consists of a group of Web Parts, box‐like interactive modules for presenting different kinds of content. MOSS is an extension of WSS allowing for the organization of content as well as integration with applications such as Word, Excel, Publisher, InfoPath, and other MS Office applications.



1.3 WEB PARTS: THE BASIC BUILDING BLOCKS Almost all of SharePoint’s functionality is han‐dled through Web Parts, modular units containing different kinds of data. The two most basic types of Web Parts are the List and the Document Library. A list contains tabular information that can be organized into rows and columns, much like an Excel spreadsheet, and may even consist of hyperlinks to documents or other web pages. The Announcements and Calendar Web Parts are actually Lists. A document library contains documents, such as Word, Excel, In‐foPath, and PDF files, and it can be set up for both read/write and read‐only access, as well as entirely confidential, hidden from view to all but a specific group of users. In the screenshot above, the Information Technology homepage appears in the Edit Mode, al‐lowing you see the distinct Web Parts. Notice the Content Editor Web Part, the Announce‐ments Web Part, a Document Library Web Part (IT Documents), the Image Web Part, and the Links Web Part. The functionality of each of these parts is discussed below. 1.4 SITE OWNERSHIP AND USER RESPONSIBILITY The central feature of our SharePoint extra‐net is collaboration. Unlike an external company website maintained by a single webmaster, SharePoint is a collection of several sites maintained by site managers and site members. The service‐oriented architecture (SOA) essentially “democratizes” the environment, distributing ownership and responsibility among the site managers and other contributors who upload and share content. Shared ownership and responsibility necessitates pro‐fessional and careful consideration of content and ac‐cess. Confidential legal and human resources docu‐ments, for example, must be stored in secure folders with limited access, and content must never be inap‐propriate or offensive.

Intranet or Extranet? Exterran’s SharePoint environment is techni‐cally an extranet, which allows for outside access by vendors and cus‐tomers, in contrast to an intranet that is limited to internal use only.



1.5 SHAREPOINT SUPPORT Business Technology provides technical support and training for SharePoint 2007. Visit the Help site in MyExterran for SharePoint FAQs and support documents. Also check the calendar on the Help site for SharePoint training classes. Questions about MyEx‐terran/SharePoint can be emailed to [email protected]. 1.6 ACCESSING SHAREPOINT Every employee with a Windows Network account has access to the SharePoint extranet, using his or her network username and password.

The user interface with SharePoint is Microsoft Internet Explorer. We recommend you not use other browsers, such as Mozilla Firefox, Netscape Navigator, or Apple Safari, which are not technically supported by In‐formation Technology. Doing so may cause pages to display improperly or limit your ac‐cess to certain SharePoint functions.

WARNING It is a violation of company policy to use another individual’s user‐name and password. NEVER log into SharePoint using another person’s user‐name and password. Doing so compro‐mised the integrity of the company’s net‐work security and could cause non‐compliance with the Sarbanes‐Oxley Act of 2002 (SOX).

1.6a ON‐SITE ACCESS On‐site access (for Local Users) is authenticated automatically when you log into your Windows account, meaning there is no separate SharePoint login. Simply opening Internet Explorer will take you to the extranet homepage.


mailto:[email protected]


1.6b OFF‐SITE ACCESS Off‐site access (for Remote Users not at a company facility connected directly to the network) is gained through the Internet Security & Acceleration (ISA) Server login screen shown below. Users must enter the three letter domain name in which their account resides followed by a backslash and the username. The ISA password is the same as your Win‐dows Network password. Exterran currently has three primary user domains: UNICOM for former Universal employees, THC for former Hanover employees, and HCA for all contractors and other non‐employees who need access to our network.

Select “This is a public or shared computer” in order to maintain the highest level of security

Former Hanover employee John B. Smith enters:

NOTE the use of the backslash and not the forward‐slash.

thc\jbsmith

Former Universal employee Karen R. Jones enters:

unicom\krjones

Contractor Pat D. Johnson enters:

hca\pdjohnson



1.7 ACCESS LEVELS (CONTROL LEVELS) There are three basic levels of SharePoint access:

a. Read‐Only access allows site Visitors to navigate through SharePoint and view content and download files.

b. Contribute (Read/Write) access allows site Members to add items (announcements,

events) and upload files, which can be Word, Excel, InfoPath, PDF, and other types of files.

c. Contribute/Design access is typically extended to Members who are Site Managers,

those individuals responsible for maintaining a business unit or project site in Share‐Point. In addition to allowing content uploading, this access gives site managers the ability to manipulate the Web Parts on their sites—adding new Web Parts, rearranging them on the page, and changing the various settings of the Web Parts to appear or func‐tion differently.

1.8 USER PERMISSIONS AND ACCESS SharePoint allows for user permissions to be set at the site level, the Web Part level, the folder level, and the file level. The Human Resources site, for example, is read‐only accessible to all network users, but HR may have a confidential document library Web Part within its site that is accessible only to specific HR employees. Your own access will vary throughout the SharePoint extranet, depending upon your permissions and the specific settings of the sites and their contents. Typically each major business unit has its own site in SharePoint, with at least two user groups for each site: Visitors and Members. Visitor have Read‐Only access and Members have Con‐tributor/Design access, allowing them to upload content and configure web parts. Currently User Access is set by the MyExterran/SharePoint Administrators. To have your access level changed, submit a Track‐It! work order assigning it to MyExterran Support. Questions or comments about access can be emailed to [email protected].




1.9 NAVIGATING SHAREPOINT There are two primary navigation menus in SharePoint: the homepage left menu and the top tab menu. 1.9a THE LEFT MENU The left navigation menu appears on the home‐page of MyExterran/SharePoint and provides quick links to the most fre‐quently visited sites and pages.

Quick Links to some of the most frequently visited sites and pages

Common Apps – Direct links to Citrix, eTime, iPay, Live Meeting, and Track‐It!, including links to the company website and Outlook Web Mail – NOTE: When access‐ing SharePoint remotely, a VPN connection is required to access Track‐It! and iPay.

Project Sites Main Page

Advanced Search

Department Sites Navigation Page

1.9b THE TOP TAB MENU

Once users navigate past the homepage, they will find the top tab menu, located beneath the Exterran logo. The menu features a series of dropdown menus for accessing the entire Share‐Point environment. 1.9c SITE NAVIGATION Among the many department and project sites, each will have its own left navigation menu, containing links to Document Libraries, an Announcement List, a Calendar, and other pages and Web Parts. The screenshot here shows a portion of the left menu on the Marketing & Sales homepage, with links to three document libraries, a picture library, and two lists, a calendar and a task list.



2.0 WORKING WITH DOCUMENT LIBRARIES

2.1 ACCESSING A DOCUMENT LIBRARY Access to a document library is typically gained via a link in the left menu of a business unit’s homepage. If the document library Web Part is on the page, users can click on the library title, which also serves as a link. On the Information Technology page shown above, the IT Documents library can be accessed via both a left menu link and the library title.

In the document library, users can download and upload files, depending upon their access. Site Managers and others with Contribute/Design access can also change library settings, such as the library name and description, and add columns for additional metadata. Metadata is informa‐tion about the file, such as type, name, date modified, and so forth.



2.2 CREATING A NEW DOCUMENT WITHIN A DOCUMENT LIBRARY In addition to uploading files, SharePoint also provides the capability of creating a Word document within a library.

Clicking on New in the toolbar and selecting New Document opens a blank document in Micro‐soft Word. When saving the document, the default location will be the document library.

NOTES



2.3 CREATING A NEW FOLDER IN A DOCUMENT LIBRARY

2.3a To create a new folder, click on New and select New Folder.

2.3b Enter a name for the folder and click OK.



2.4 OPENING A FILE IN A DOCUMENT LIBRARY

2.4a To open a file in a document library, simply click on the name or title, which will open the appropriate application (Word, Excel, etc.) and display the file.

2.4b Depending upon the settings of the document library and which version of Office you are running, you may get the prompt shown above when opening files. Select either Read‐Only or Edit, then click OK. NOTE: If another user has a particular document open, other users typically cannot open that document in edit mode at the same time, thereby preventing disruption of one’s editing. If you want other users to have editing access to a document, be sure you close the version in Share‐Point.



2.5 UPLOADING A SINGLE DOCUMENT INTO A DOCUMENT LIBRARY

2.5a Click on the Upload button and select Upload Document.

2.5b In the Upload Document screen, click on Browse.



2.5c In the Choose File screen, select the document or file and click Open.

2.5d Returning to the Upload Document screen, click OK. Note that you have the option to have the upload Overwrite existing files, which means the uploaded version will overwrite any version of the document with the same title already in the library.

2.5e The newly uploaded document now appears in the library, indicated by the appearance of ! NEW to the right of the file name or title.



2.6 UPLOADING MULTIPLE DOCUMENTS INTO A DOCUMENT LIBRARY

2.6a Click on the Upload button and select Upload Multiple Documents.

2.6b In the Upload Document screen, select the appropriate folder in the left pane. Click on the plus sign (+) to open subfolders. In the right pane, check the box to the left of file name for each item you want to upload. To select ALL of the files or documents in a folder, check the box in the header to the left of Name.



2.6c After you have selected the files, click OK.

2.6d After clicking OK, an Internet Explorer prompt appears asking if you want to proceed with the upload. Click Yes.




2.6e The uploaded documents now appear in the library, indicated by !NEW. NOTES


2.7 THE ACTIONS BUTTON IN THE DOCUMENT LIBRARY

2.7a The Actions button in the document library provides users with alternative ways of dis‐playing the content as well as the capability to set up library alerts.

2.7b Selecting Edit in Datasheet renders the library content in a spreadsheet format. Note the Office links tool pane that can be opened on the right side of the page.



2.7c Selecting Open with Windows Explorer in the Actions menu opens a second browser win‐dow displaying the library content, allowing for drag‐and‐drop functionality. In this view, users can simply drag items in or out of a library from or onto one’s desktop or other locations. 2.7d Selecting Export to Spread‐sheet in the Actions menu allows users to transfer library content to an Excel spreadsheet.



Use the book icon to lookup usernames in the Active Directory.

2.7e Selecting Alert Me from the Actions menu allows users to set up library alerts so that any changes to a library or its content will generate an email notifying the recipient of the changes. In the Users section, select the small book icon to search for usernames you want to set up as Alert recipients.



2.8 THE SETTINGS BUTTON IN THE DOCUMENT LIRBARY

2.8a The Settings button in the document library allows users with Contribute access to Create Column, Create View, and change the Document Library Settings. Selecting Create Column from the Settings menu allows users to configure a new column for metadata within a docu‐ment library, such as “Author.” NOTES



2.8b In the Create Column screen, enter the Column Name (such as Author), select the type of information or metadata (such as Person or Group), select additional settings if needed, then click OK.

2.8c Notice the addition of the new column, Author.



2.8d To add metadata to the new column, mouse‐over the region of the file name and select Edit Properties from the dropdown menu.

2.8e In the Edit Item screen, you can enter the Author’s name. Because the column in the ex‐ample above has been configured for People and Groups (see 2.8b), the Active Directory icon appears to the right of the Author field, allowing you to look up a user’s name. After entering the data, click OK.



2.8f Notice that the Author’s name now appears in the column to the right of the file name.

2.8g Selecting Create View from the Settings menu allows you to select columns, filters, and other display settings.



2.8g In the View Type screen, you can choose from four primary views: Standard View, Data‐sheet View, Calendar View, and Gnatt View. o Standard View is the most commonly used view, displaying items in tabular form that con‐

tains grouping and style settings not found in the other views. o Datasheet View displays the data in an Excel‐like editable grid. o Calendar View displays list items in a calendar format based on date fields from the list item

you specify. o Gnatt View displays list items in a tabular format similar to the Standard View, but also dis‐

plays a schedule in bar‐graph format above the list items using date columns from the list.

NOTES



3.0 WORKING WITH THE ANNOUNCEMENTS WEB PART The Announcements web part is basically a List, containing brief communiqués and the related metadata, title, date, and so forth.

3.1 ACCESSING THE ANNOUNCEMENTS WEB PART Most department sites are set up with an Announcements web part on the homepage, with the title itself, ANNOUNCEMENTS, function‐ing as a link into the list.

3.2 ADDING A NEW ANNOUNCEMENT Once you are in the Announcements list, you can see the toolbar containing buttons marked New, Actions, and Settings, like those in a document library.



3.2a Click on the New button or click and hold the button to bring up the Announcement selec‐tion.

3.2b In the New Item screen, enter the announcement Title and Body, select a Date, and if de‐sired select an Expiration Date, at which time the announcement will automatically disappear. Use the calendar icon to open the calendar for date selection. When done click OK.



3.2c Returning to the Announcement list you can see the new announcement date and title in‐dicated by the appearance of !NEW to the right of the title.

3.2d On the homepage users will see new announcement, here also indicated by the appear‐ance of !NEW next to the title.

3.3 EDITING AN ANNOUNCEMENT To make changes to the announcement, place your mouse next to the title and select Edit Item from the dropdown menu.



3.4 DELETING AN ANNOUNCEMENT

The simplest method for deleting an announcement is to position the cursor next to the title and select Delete Item from the dropdown menu.

You can also open the announcement itself and select Delete Item within the header toolbar.



4.0 WORKING WITH THE LINKS WEB PART The Links web part is used for displaying a list of hyperlinks.

4.1 ACCESSING THE LINKS WEB PART Most department sites have a Links web part placed on the homepage. Clicking on the web part title, Links, will open the list.

Viewing the Links list you can see the toolbar containing the buttons New, Actions, and Settings.



4.2 ADDING A LINK The simplest way to add a link is to click on Add new link, usually located beneath the list. Another way to add a new link is to navigate into the list by clicking on the web part name, Links, and on the toolbar select New.

In the New Item screen, enter (or paste in) the URL and type in a name or description. In the example above, a link to CNN is being added. When you’ve entered the URL and name, click OK.



Notice now the new link has been added. 4.3 EDITING A LINK Click on the web part title, Links, to go into the list.

In the list, position the cursor to the right of the link name and select Edit Item from the drop‐down menu.



In the Edit Item screen, make the necessary changes. In the example above, the name of the link is being changed from “The Hanover Company” to “External Company Website.” When you have completed the changes, click OK.

Notice the appearance of the new name for the link.



4.4 DELETING A LINK

Mouse‐over to the right of the link name and select Delete Item from the dropdown menu. On the prompt asking if you are sure you want to send this item to the recycle bin, click Yes.

NOTES



5.0 WORKING WITH THE CALENDAR WEB PART

5.1 ACCESSING THE CALENDAR WEB PART Like the Links web part, the calendar is technically a List, and the link to it is generally found in the left menu’s Lists section. In the above screenshot, the Holiday Schedule calendar web part appears on the Human Resources homepage, with an additional link in the left menu. The web part title is also a link into the calendar.



5.2 ADDING A NEW EVENT TO A CALENDAR

To add a new event, navigate into the calendar and click on New.

In the New Item screen, enter all the necessary information regarding the event. Fields marked with a red asterisk (*) are required. Use the calendar icons in the time fields to select the dates. If you check the box for All Day Event the clock times are removed. When done click OK.



The new event now appears on the calendar. 5.3 EDITING AN EVENT ON A CALENDAR

To edit an event (change the date, time, location, etc.), begin by simply clicking on the event title on the calendar.



In the event screen, click on Edit Item.

In the Edit Item screen, make the necessary changes and click OK.



5.4 DELETING AN EVENT FROM A CALENDAR

To delete an event, go into the event screen (by clicking on the title on the calendar), then click Delete Item in the toolbar. NOTES



APPENDIX A: FREQUENTLY ASKED QUESTIONS (FAQS) What’s the difference between the extranet and SharePoint? SharePoint 2007 is our extranet, which is branded MyExterran. How do I login to SharePoint?

When accessing SharePoint on‐site at an Exterran facility, just open your internet browser, Mi‐crosoft Internet Explorer – the SharePoint homepage should be the default homepage. Share‐Point authentication comes from your Windows Network login so there’s no separate login necessary.

Can I access SharePoint from home?

Yes. If you use a VPN connection, simply open your browser after securing the connection; the MyExterran SharePoint homepage is the browser’s default on Exterran computers. If you are not using a VPN connection, open your browser and login through the blue ISA Server screen. Enter your domain (THC, UNICOM, HCA), followed by a back‐slash and your username. For employees, the password is the same for logging into the Windows Network. For contractors and other non‐employees with HCA accounts, your Exterran contact (project manager) should provide you with your username and password.

My Personal Employee information in SharePoint is incorrect. Information in SharePoint comes from our network active directory, which in turns gets its in‐formation from the Human Resources Oracle database. To have your information updated, submit an Employee Personal Information Form to: [email protected]. You can find the Employee Personal Information Form on the MyExterran/SharePoint homepage.

The Employee Lookup feature does not work when I login from home.

If you login from home without using a VPN connection, the Employee Lookup feature will not work.

Why do we call each department area in SharePoint a “site”?

Although SharePoint is actually a sophisticated file‐sharing application, not a website devel‐opment tool, we use a web browser to interface with it; thus we use the term sites for the sake of convenience.

How do I find my department site?

In the left menu on the homepage of MyExterran (http://myexterran.com) is a link called Sites. Clicking on this link will take you to the main Sites page where you’ll see a tree‐view of all de‐partment sites. Project sites can be found in the top tab menu on the Sites page.

I cannot upload multiple documents to a library. This feature does not work on PCs running Windows 2000. If you have a significant business need to upload multiple documents, request that your PC be upgraded to Windows XP.


mailto:[email protected]://myexterran.com/


APPENDIX B ‐ BASIC FEATURES OF THE EXTRANET HOMEPAGE NOTE: The Employee Lookup and Weather Feed will not be available for the first few weeks fol‐lowing the conclusion of the merger. Employee Lookup

Located on the homepage of the extranet, the Employee Lookup component pulls data directly from the net‐work’s active directory. Entering an individual’s name, users can look up phone numbers, email addresses, job

titles, locations, and even organizational placement — the Employee Lookup thus functions as a virtual Org Chart. Not available immediately following the merger. Weather Feed

The weather feed is an interactive component that dis‐plays general weather conditions (temperature and pre‐cipitation) based on the entered zip code or selected city. Currently the default setting is for Houston, Texas. Not available immediately following the merger.

Stock Quote

The stock quote component displays the stock price of both Exterran Holdings (EXH) and Exterran Partners L. P. (EXLP), as reported on the New York Stock Exchange (NASDAQ) at the given date and time. The data is pro‐vided by Thomson Financial and is automatically up‐dated approximately every 20 minutes.

Site Search

Site Search allows users to search for documents and other site content.



APPENDIX C ‐ THE DEVELOPMENT AND TEST INSTANCES OF SHAREPOINT The company maintains three distinct SharePoint environments: 1. Production: The “real thing,” so to speak, where business collaboration takes place.

http://myexterran.com

2. Test (Pre‐Production): A copy of Production, this environment is used for testing customiza‐tions and other features before moving them into Production. For the link to the Test In‐stance, please contact the SharePoint Administrator at [email protected].

3. Development (Non‐Production): Another copy of Production, this environment serves as a

“sandbox” for users to practice and develop their skills and try out standard features and functionality before replicating them in the Pre‐Production or Production. For the link to the Development Instance, please contact the SharePoint Administrator at [email protected].

The MyExterran Support Team encourages all site managers and users to use the Development instance sandbox to practice and develop their SharePoint skills.


http://myexterran.com/mailto:[email protected]:[email protected]


APPENDIX D ‐ REQUESTING AN HCA ACCOUNT FOR CONTRACTOR ACCESS TO THE EXTRANET The SharePoint extranet allows for limited access by non‐employees who may be assisting with or contributing to projects or business processes. In order to accommodate such access, Busi‐ness Technology must create an HCA network account for the user. Once the account has been created, the user can then be granted access to a specific SharePoint extranet site. To request an HCA account, please follow the steps outlined below: A. Open a Track‐It work order and complete an SCR form. If requesting access for multiple us‐

ers, use the supplemental form in Section E of the SCR, SCR for Multiple Users. B. The SCR form must include:

1. Your name, as requestor 2. The current date 3. Project manager’s name

User’s complete name, including middle initial; If no middle name, check None User’s job title User’s location Project Name

4. User’s start date (enter date of request) 5. User type: Permanent Employee, Contractor/Vendor, Temporary Employee.

*NOTE: Company policy requires that all HCA Contractor accounts have an END‐DATE. To calculate the end‐date, simply add 90 days (3 months) to the date of the request (e.g., 6‐5‐2007 → 9‐5‐2007). All SCRs for new HCA accounts submitted without end‐dates will NOT be processed.

6. Requested Access: check box for HCA Network Account. 7. Network Groups: enter MyExterran.

C. Assign the Track‐It work order with attached SCR to MyExterran Support, and specify in the

work order the precise site, document libraries, and folders the new user needs to access. The work order will be processed and when complete MyExterran Support will notify the requestor and forward to him or her via email the new user’s username and password.

D. Any changes to the user’s MyHanover permission levels should be requested via email to

[email protected].

E. The account requestor and user should remain aware of the account end‐date, and request an extension if necessary.





APPENDIX E ‐ BOOKS ON SHAREPOINT The books listed below are assessed for the general user and site managers, not IT professionals. Rating: to Recommended Books for Learning How to Use SharePoint SharePoint 2007 User’s Guide: Learning Microsoft’s Collaboration and Productivity Platform Seth Bates and Tony Smith; Apress, 2007. List Price: $39.95 USD Perhaps the most comprehensive and clearest explanation to date, if you want to learn the ins and outs of using SharePoint, and developing efficient ways of sharing documents and collaborating, this book is an excellent choice. Microsoft SharePoint 2007 For Dummies Vanessa L. Williams; For Dummies, 2007 List Price: $24.99 USD An excellent introduction with straightforward examples, if you’re not uncomfortable being seen with a ‘For Dummies’ book there is no shame in taking advantage of its accessibility and clarity, though it’s less comprehensive than the Bates/Smith book noted above. Microsoft Windows SharePoint Services 3.0 Step by Step Olga Londer, Todd Bleeker, Penelope Coventry, and Bill English; Microsoft Press, 2007 List Price: $24.99 A good step‐by‐step introduction to using the basic features, but lacking an overview of the architecture. Microsoft SharePoint 2007 Unleashed Michael Noel and Colin Spence; Sams Publishing, 2007 List Price: $59.99 USD A solid comprehensive treatment of SharePoint, but the presentation is somewhat ‘encyclopedic’ overall. Microsoft SharePoint 2003 in 10 Minutes Colin Spence and Michael Noel; Sams Publishing, 2005 List Price: $18.99 USD A good primer on using the basic features, but some of the information and graphics are out‐dated. A 2007 version of this book is not yet available. Not Recommended for the General User Microsoft Office SharePoint Server 2007 Administrator’s Companion Bill English; Microsoft Press, 2007 List Price: $59.99 A very comprehensive, highly technical book for IT professionals. Professional SharePoint 2007 Development: Programmer to Programmer John Holliday et al; Wrox, 2007 List Price: $49.99 A highly technical book for IT professionals, programmers, and developers. Inside Microsoft Windows SharePoint Services 3.0, Pro‐Developer Ted Pattison and Daniel Larson; Microsoft Press, 2007 List Price: $49.99 A highly technical book for IT professionals, programmers, and developers.