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Webucator's Free SharePoint 2013 Tutorial

Lesson: Working with Sites

Welcome to our free SharePoint 2013 tutorial. This tutorial is based on Webucator's SharePoint 2013 End User Training course.

All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

Lesson Goals

  • Learn what Site Templates are.
  • Learn about the different types of Site Templates that come "out of the box" with different versions of SharePoint.
  • Learn how to create a new site using Site Templates.
  • Learn how to create a Project site.
  • Learn how to create a Team site.
  • Learn how to create a Community site.
  • Learn how to create a Blog site.
  • Learn how to manage the sites listed in the Top Link Bar.

Site Templates

The version of SharePoint determines the initial list of site templates available to create new sites. The following is a list of child site templates available from a Team Site created in an Enterprise installation of SharePoint 2013.

  • Team Site
  • Blog
  • Project Site
  • Community Site
  • Document Center
  • Records Center
  • Business Intelligence Center
  • Enterprise Search Center
  • Basic Search Center
  • Visio Process Repository

Additional Site Templates can be made available in any installation of SharePoint by creating custom templates or enabling Farm, Site, and Site Collection features.

Creating Sites

Creating a Team Site

In this walk-through you will learn to create new child sites using the Team Site template.

  1. Create a new child site named "Marketing" using the Team Site template.
    1. Click the Site Contents link in the Quick Launch menu.Site Contents
    2. Scroll to the bottom of the site contents page and click the new subsite link. New subsite link.
    3. Type "Marketing" in the Title field and "marketing" in the URL name field. Ensure that the Team Site template is selected in the Select a template: option.Create Dialog
    4. Scroll down and note the options available for permissions and navigation. Leave the options at their default settings and click the Create button to complete the process.Create Dialog more options

      In a later walk-through in this lesson, you will learn how to change the navigation settings of the Marketing site. In a later part of this course, you will change the permissions.

    5. You will automatically be navigated to the Home page of the new Marketing site. If you have not done much customization to the parent site it's hard to tell that this is a different site.Marketing Home page
  2. View the lists and libraries that come with the Team Site template.
    1. In the Marketing site, click the Site Contents link in the Quick Launch menu.Site Actions menu with View All Site Content circled
    2. Take a few moments to look through the Lists and Libraries created by default from the Team Site template.Accounting site's all site content page
  3. Create a new child site to Marketing using the Project Site template.
    1. Click the new subsite link at the bottom of the Site Contents page of the Marketing site.Site Actions menu with New Site circled
    2. Select the Project Site template in the New SharePoint Site form and type "Project X" in the Title field and "projectx" in the URL name field. Click the Create button to complete the process.Create Dialog
  4. Explore what comes with the Project Site template.
    1. Note that the Project Site site home page has a Project Summary view.Blank Site home page
    2. Click the Site Contents link in the Project X Quick Launch menu.Site Actions menu with View All Site Content circled
    3. Notice the addition of the Tasks list that was created by default as compared to the Team Site template used earlier.All Site Content for blank site

Site Navigation

Managing Site Navigation

This walk-through will explore current navigation settings between parent and child sites. The walk-through will then modify the child sites to share navigation links with their parent.

  1. Verify that both the Project X and the Marketing sites have separate Top Link Bars and Quick Launches.
    1. Verify that you are currently in the Project X home page by clicking the Project X link in the Top Link Bar. Project X home page
    2. Note that there are no additional links in the Top Link Bar of the Project X site.
    3. There is currently no obvious way to navigate back to the parent site Marketing from the child site Project X. To navigate back to Marketing, remove the text in browser's address field back to "Marketing" as shown in the screen capture. Marketing URL address
    4. Note that now the Top Link Bar has a Marketing link as well as a Project X link. Also note that the Quick Launch Menu lists only content from this site. Marketing navigation.
    5. Just as before, there is yet no obvious way to navigate to the parent site of Marketing. To navigate back to Contoso Home Site, the root site, remove the text in browser's address field back to before "Marketing" as shown in the screen capture. Contoso URL address
    6. Note that the root parent site currently has the three links in the Top Link Bar as shown in the image. The Contoso Home Site link in this site's Top Link Bar links to the Home page for this site. Additionally, the Quick Launch Menu only has links for content within this site.Contoso navigation.
  2. Configure the Project X site to share the Top Link Bar of its parent site Marketing.
    1. Navigate to the Project X site by first clicking the Marketing link in the Top Link Bar of the root parent site and then clicking the Project X link in the Top Link Bar of the Marketing site.
    2. Within the Project X site, click the Settings button and select the Site Settings link from the menu. Project X settings menu.
    3. Click the Top link bar link under the Look and Feel group on the Site Settings page.Site Settings page
    4. Click the Use Links from Parent link on the Top Link Bar settings page.Top Link Bar settings
    5. Click the OK button on the Message from webpage dialog window warning us that our current Top Link Bar links will be deleted.Message from webpage
    6. Verify that now the Project X site has the same Top Link Bar as the parent Marketing site.Top Link bar inherited
    7. Click the Marketing link in the Top Link Bar and verify that it takes us to the Home page of the Marketing site.
  3. Configure the Marketing site to share the Top Link Bar of its parent site, Contoso Home Site .
    1. Within the Marketing site, click the Settings button and select the Site Settings link from the menu. Project X settings menu.
    2. Click the Top link bar link under the Look and Feel group on the Site Settings page. Site Settings page
    3. Click the Use Links from Parent link on the Top Link Bar settings page.Top Link Bar settings
    4. Click the OK button on the Message from webpage dialog window warning us that our current Top Link Bar links will be deleted.Message from webpage
    5. Verify that now the Marketing site has the same Top Link Bar of the parent, but you have lost the link to Project X. You can fix that by modifying the Top Link Bar of the root parent site.Top Link bar inherited
    6. Click the Contoso Home Site link in the Top Link Bar and verify that it takes you to the Home page of the root parent site.
  4. Add a new link to the Top Link Bar of the root parent site.
    1. While in the root parent site, click the Settings button and select the Site Settings link from the menu. Project X settings menu.
    2. Click the Top link bar link under the Look and Feel group on the Site Settings page. Site Settings page
    3. Click the New Navigation Link link on the Top Link Bar settings page.New navigation link setting
    4. On the Edit Navigation Link page enter "http://<<your site goes here>>/marketing/projectx" in the Type the Web address field. In the Type the description field, enter "Project X". Click the OK button to save your changes.
    5. Verify that the new Project X link in the Top Link Bar works by clicking it. The link should take you to the Home page of the Project X site.Top Link Bar

Creating Team Sites

Duration: 10 to 15 minutes.

In this exercise, you will create a new site based on the Team Site template. In addition, you will test and modify the navigation options from parent site to child site.

  1. Create a new child site using the Team Site template.
    1. Click the Site Contents link in the Quick Launch menu.Site Contents
    2. Scroll to the bottom of the site contents page and click the new subsite link. New subsite link.
    3. Type "Accounting" in the Title field and "accounting" in the URL name field. Ensure that the Team Site template is selected in the Select a template: option.Create Dialog
    4. Scroll down and note the options available for permissions and navigation. Leave the options at their default settings and click the Create button to complete the process. Create Dialog more options

      In a later walk-through in this lesson, you will learn how to change the navigation settings of the Accounting site. In a later part of this course, you will change the permissions.

    5. You will automatically be navigated to the Home page of the new Accounting site. If you have not done much customization to the parent site it's hard to tell that this is a different site. Note how this site has its own Top Navigation bar as well as its own Quick Launch menu. Marketing Home page

      Based on the options left at their default values, this child Team Site does not share any of the links from the parent site.

  2. Explore the content of the new child Accounting Team Site.
    1. In the Accounting site, click the Site Contents link in the Quick Launch menu.Site Actions menu with View All Site Content circled
    2. Take a few moments to look through the Lists and Libraries created by default from the Team Site template.Accounting site's all site content page
  3. Navigate back to the root parent site.
    1. There is currently no obvious way to navigate back to the parent site Contoso Home Site from the child site Accounting. To navigate back to Accounting remove the text in browser's address field back to before "Accounting" as shown in the screen capture. Marketing URL address
    2. Note that the new Accounting site has a link on the parent site's Top Navigation bar.Top Link Bar with Accounting sub site circled
  4. Modify the Accounting site to use the same Top Link Bar as the parent site.
    1. Within the Accounting site, click the Settings button and select the Site Settings link from the menu. Project X settings menu.
    2. Click the Top link bar link under the Look and Feel group on the Site Settings page. Site Settings page
    3. Click the Use Links from Parent link on the Top Link Bar settings page.Top Link Bar settings
    4. Click the OK button on the Message from webpage dialog window warning us that our current Top Link Bar links will be deleted.Message from webpage
    5. Note how the Accounting site now has the same Top Link Bar as the parent site. This makes it easier to navigate back to the parent site as well as sibling sites.Accounting Top Link Bar shared with parent

Creating a Meeting Workspace

Duration: 10 to 15 minutes.

In this exercise, you will create a new site based on the Community Site template.

  1. Create a new site from the Community Site template.
    1. Click the Site Contents link in the Quick Launch menu.Site Contents
    2. Scroll to the bottom of the site contents page and click the new subsite link. New subsite link.
    3. Type "SharePoint Users" in the Title field and "spusers" in the URL name field. Ensure that the Community Site template is selected in the Select a template: option.Create Dialog
    4. Scroll down and note the options available for permissions and navigation. Leave the options at their default settings and click the Create button to complete the process. Create Dialog more options
  2. Explore the Community Site.
    1. Take a few moments to read the headings and text within the Home page of the SharePoint Users community site.SharePoint Training meeting site Home page
    2. Click the Site Contents link in the Quick Launch menu. Community site quick launch menu.
    3. Note that the default content for a Community Site includes Categories, Community Members and a Discussion List. Community site all content page
    4. Change the URL path of your browser to navigate back to the parent root site.

      Optionally you can modify the SharePoint Users site to inherit the Top Link Bar of the parent root site as described in the previous exercise.

Creating a Blog Site

Duration: 15 to 25 minutes.

In this exercise, you will create a new site based on the Blog template.

  1. Create a new Blog site as a child site to root parent site.
    1. Click the Site Contents link in the Quick Launch menu.Site Contents
    2. Scroll to the bottom of the site contents page and click the new subsite link. New subsite link.
    3. Select the Blog template and enter "<<your name goes here>> Blog" in the Title field and "<<your name goes here>>blog" in the URL name field.Site templates dialog with Blog circled
    4. Scroll down and change the Navigation Inheritance to Yes to use the top link bar of the parent and then click the Create button to complete the new blog sites creation process. Top link inheritance
  2. Explore the layout and contents of the new Blog site.
    1. Take a few moments to read the text within the Home page of the new blog site.Blog site Home page
    2. Click the Settings drop-down and click the Site Contents link from the menu.Blog settins menu.
    3. Note that the default content for a Blog is one library, Photos, and three lists, Categories, Comments, and Posts.Blog sites all content page
    4. Click the Home link in the Quick Launch menu to navigate back to the Home page of the blog site.Blog sites quick launch
  3. Modify the existing Categories and create a new category.
    1. Click the ADD CATEGORY link on the Quick Launch menu.Blog site Quick Launch
    2. Type "IT" in the Title field of the Categories edit form.Blog Category edit form
    3. Click the Save button to save the change.
    4. Repeat the previous steps to create categories for "SharePoint" and "Humor".
    5. Your final list should look similar to the following image.Blog Categories list all items view
  4. Create a new blog entry in your blog site
    1. Click the Create a post link under the Blogs tools area. Blog tools
    2. In the Posts - New Item form, enter "Import Spreadsheet Error" for the Title field. Blog posts new item form
    3. Click inside the Body field. Note the Posts - New Item form changes the toolbar to enable you to enter formatted text as well as insert items such as images.Blog posts body toolbar
    4. Type the following text into the Body field, "Creating a list using the Import Spreadsheet template can generate the following error if the SharePoint site is not in Internet Explorer's Trusted Sites or Intranet zones."
    5. Click the Insert tab in the Editing Tools toolbar.Blog posts New Item Insert tab
    6. Click the Picture drop-down link on the Insert toolbar and choose From Computer.
    7. In the Select Picture dialog form, click the Browse button to open the Choose File to Upload dialog window.
    8. Navigate to the you downloaded the class files to and select the message-from-webpage.gif file. Click the Open button to complete the file selection.
    9. Click the OK button to complete the image upload. Note that the file will be loaded to the Photos library by default. File upload dialog.
    10. The Photos item editor form will open and provide you with optional information fields you can include with the image. Enter "Error Message" in the Title field and click the Save button to save your changes to the image item.Photos item editor form
    11. Highlight both IT and SharePoint in the Category list box and click the Add button. This will associate this post with those categories.
    12. Click the Publish button to complete the creation of the new blog post.

      Alternatively, the Save As Draft would have created a post that would not be visible to the public until it had been published.

    13. The Home page with the new blog entry should look similar to the following image.Blog site Home page with new blog post
  5. Click the Contoso Home Site in the Top Link Bar to navigate back to the parent site. Blog site Navigate Up menu