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Key points ▪▪You can create a custom list from the browser by importing data from an Excel spreadsheet. ▪▪You can create an Excel spreadsheet from the browser and export data into it from a SharePoint list. ▪▪From within Excel, you can export data from an Excel table into a newly created SharePoint list. ▪▪You can synchronize changes between a SharePoint list and an Excel spreadsheet. This is a one-way synchronization process. ▪▪Integration with SharePoint makes Access 2013 a great collaboration tool, while also permitting data to be stored on enterprise servers for better manageability. ▪▪In Access 2013, databases can be published to SharePoint Server 2013 as an Access web app, also known as an Access app, where data is stored in its own SQL Server 2012 database. The browser is used to view and edit data, and Access 2013 is used to design the Access app. ▪▪In Access 2010, databases can be published as an Access web database. These can only be created using Access 2010 and Access Services 2010. ▪▪Both Access apps and Access web database can only be used when SharePoint Server Enterprise Client Access Licenses (CALs) have been purchased. You can integrate Access desktop databases with any edition of SharePoint 2013. ▪▪When using an Access desktop database, you can export data from a table to Share- Point lists. Data in the Access table is not affected by subsequent changes made to the SharePoint list because there is no synchronization process between Access and a SharePoint site. ▪▪Using either an Access app or a desktop database, you can use linked tables. This lets you take advantage of SharePoint features such as workflow, security, and searching. ▪▪At the time that this book was written, data from a linked table in an Access app is read-only; however, in a desktop database, two-way synchronization is provided and you can maintain a cache to use when working offline. ▪▪You can move an Access desktop database to a SharePoint site. Data is moved into SharePoint lists, and if you want, you can save the desktop database in a library. 446 Chapter 12 Using SharePoint with Excel and Access
Index A About Me page, 246 About # page, 254 About This Blog section, Blog site, 295 Access apps defined, 627 new features, 402 Access integration Access apps creating, 413–419 creating table, 419–422 working in browser, 423–427 lists exporting from desktop database to, 428– 432, 438–442 importing, 432–435 linking to, 435–438 overview, 443–445 working offline, 443–445 Access Services defined, 627 service application, 402 access to sites. See permissions Access web database defined, 627 new features, 402 Account Settings dialog box, 517 Active Directory groups, 161 Active view, 357 Add a Document dialog, 82, 477 Add and Customize Pages permission, 604 Add a New RSS Feed option, 534 Adding Announcements dialog, 193 Adding Document Library dialog, 74 Adding Tasks dialog, 62 Add Items permission, 230, 604 Additional Column Settings section, 223 Add Promoted Result dialog, 322 Add property restrictions section, 317 Add Query Rule page, 322, 324 Add/Remove Personal Web Parts permission, 604 Advanced.aspx, 328 Advanced Search, 316–318 aggregator, RSS, 183 Alert Me option, 102, 319 Alert Properties dialog box, 529 alerts for libraries and lists, 102–105 for searches, 318–320 viewing in Outlook, 528–533 webpages, 126–128 All Changes to Any List Item option, 102 All Documents view, 459 Allow Management of content types option, 213 Almost there! page, 542 AND operator in search, 309 Announcements list app, 56, 193 anonymous access, 164 application pages, 112 Apply Style Sheets permission, 604 Apply Themes and Borders permission, 604 Appointment Series tab, Actions group, 522 App Package file defined, 627 making backups using, 417 app parts adding to webpages, 128–133 and Web Part pages, 112 defined, 627 navigating, 45–47 Approval Status column, 197 Approval workflow template purpose of, 372 trigger events for, 376 Approve Items permission, 230, 605 Approve permission, 160, 161, 162, 603 Approve/Reject dialog, 197 Approver role, 577 Approvers group, 161 Apps category, Web Parts, 129 Apps link, 247 Apps link 633
Page 3 and 4:
Microsoft Sharepoint 2013 Step by S
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To Gregory, Dina, and Michael, with
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2 Navigating a SharePoint site 21 N
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Using validation settings. ........
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12 Using SharePoint with Excel and
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A SharePoint 2013 user permissions
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The first part of Chapter 1 contain
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The exercises in this book cover fe
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5 In the Add Document dialog, click
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Deleting a practice site If you cre
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Chapter at a glance Log On Log on t
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IMPORTANT The exercises in this boo
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SET UP Open the browser. 1 In the b
Page 30 and 31:
In addition to Quick Launch, there
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▪▪Read This permission level gi
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Feature SharePoint 2013 solution Fo
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Feature P1 SharePoint Online plan P
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editing in the associated client ap
Page 40 and 41: In this end-to-end solution, an eco
Page 42 and 43: ▪▪Discover ▪ ▪ Search enhan
Page 44 and 45: Chapter at a glance Import Import d
Page 46 and 47: the skills or privileges to be a Mi
Page 48 and 49: 5 In the Choose File to Upload dial
Page 50 and 51: on your SharePoint site. The Excel
Page 52 and 53: 7 Click cell A2, and then, in the C
Page 54 and 55: TIP By selecting one cell in the da
Page 56 and 57: In the Key Cell column, notice that
Page 58 and 59: ▪▪Access apps These apps are Sh
Page 60 and 61: NOTE You can create an Access app b
Page 62 and 63: anding within the Access app. Users
Page 64 and 65: Creating a table in an Access app W
Page 66 and 67: 2 Click Assets to create the Assets
Page 68 and 69: When the Back to Site link in the t
Page 70 and 71: 3 Click the Save control on the Act
Page 72 and 73: Exporting data from an Access deskt
Page 74 and 75: 2 In the Export - SharePoint Site d
Page 76 and 77: 8 Click Save Export to close the Ex
Page 78 and 79: 4 Click Next to display the Import
Page 80 and 81: external data that are physically l
Page 82 and 83: 8 Switch back to Access. Under Tabl
Page 84 and 85: MoveWideWorldImporters.accdb databa
Page 86 and 87: 9 Double-click Documents, and then
Page 88 and 89: IMPORTANT Verify that you have suff
Page 92 and 93: apps, SharePoint adding link to, 36
Page 94 and 95: Contribute permission level, 8, 113
Page 96 and 97: F farm level features, 179 feedback
Page 98 and 99: Links list app, 57 Link text box, 5
Page 100 and 101: O ODBC (Open Database Connectivity)
Page 102 and 103: Quick Launch adding sections, 37-39
Page 104 and 105: Site Assets library, 190, 287, 361
Page 106 and 107: top level sites defined, 31, 631 us
Page 108: templates associating with content
Page 111 and 112: Acknowledgments This book is the re
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