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Wiki User Manual 2010

1. Save l Cancel Now navigate to the list you have created to add your text snippets In the following example we will create a list of entries that should appear at the top of wiki pages to denote which product is being described This saves time and reduces the likelihood of typing errors on recurring items Author Steven Greenhill Date 04 20 2012 12 59 09 Page 51 Wiki User Manual 2010 Snipp Format Text B Verdana vil 8pt a Y 43 B Z U ex x lt I gt Wg Select Paste Styles Markup Es ay wy A X Ay Styles gt HTML Clipboard Font Paragraph Styles Markup Title Product Specification Text Article Number 641 222 782 Cost Centre 1086 Contact John Smith Default O Save Cancel Once saved these text phrases can be selected for use in your wiki articles Browse Format Tet Insert 3 E 0 E mm it E CA All Upload Links Quick Web Existing New Table of Emoticons Mixed Keyboard File y Document Part List List Contents X X 7 Galleries Links Web Parts Article Number 641 222 782 Severability Clause Cost Centre 1086 Contact John Smith Author Steven Greenhill Date 04 20 2012 12 59 09 Page 52 Wiki User Manual 2010 5 07 Quick Images Image Library The extended editor provides a new function known as Quick Image Upload Before this feature can be used an existing image library or newly created library has to be designated
2. How To Use SP2010 A4dministrator 8 20 2010 12 M V SP2010 Administrator This Library You will then see the version number displayed at the top Version 2 0 0 0 Revision 2 0 4116 61 License Full Import Editing Helpers Export Administration a Add from Template a Snippets Library a Add Wiki Fields a Default Settings a Wizard a Choose Template Lists a Image Library Auto Webparts a Document Library a Reference Folders a Link List a Auto Linking a Discussion Board a Editor Ontinns Author Steven Greenhill Date 04 20 2012 12 59 09 Page 115 Wiki User Manual 2010 8 2 Licence Status Checking the Licence Status To check the licence status you will have to enter the Wiki Settings by clicking on Page Library Settings in the ribbon SiteActionsy TOS Format Text Insert 34 2 Page History a gt 3 Export this page a o D Ala S Q L anea Page Permissions a 7 S Ge PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library View All roperties Page x Delete Page Link Homepage Links Settings Permissions Pages Edit Manage Share amp Trach Page Actions age Library BlueBridge Wiki Then click on Wiki Settings General Settings Title description and navigation Versioning settings Advanced settings Validation settings Column default value settings Audience targeting settings Rating settings Metadata navigation settings Per location view settings
3. our customers are e Tag cloud Alphabet navigation especially useful for glossaries This technology is very flexible and allows you to customise the navigation webpart to do just about anything Please contact us if you would like assistance in generating a new XSLT stylesheet Without using XSLT technology a standard homepage might therefore look like this Libraries Site Pages Welcome to your site Shared Documents wiki teslib Lists Calendar pases Shared Documents l Type Name Modified Modified By Discussions There are no item sl Team Discussion le bos document library To add a new a E Add document Al Recycle Bin E All Site Content pha eke Getting Started Ch Title Share this site 1 Introduction KE Change site theme 1 1 Description hal Set a site icon ES Customize the Quick Launch Author Steven Greenhill Date 04 20 2012 12 59 09 Page 86 Wiki User Manual 2010 If the web part does not load correctly straight away please try refreshing the page with F5 This is because it can sometimes take a short amount of time for the web part to read the list Note If you did not select the option to manage your homepage as a wiki site this is the default option provided by SharePoint when creating new sites you can still add the web part through Site Actions Edit Page in much the same way as in SharePoint 2007 Libraries Shared Documents L
4. Adds information about the author into the PDF file e User name and date of creation e User name and date of changes Hide Front Page in Single Page Exports Author Steven Greenhill Date 04 20 2012 12 59 09 Page 21 Wiki User Manual 2010 Since the PDF Export function is often used to create large documents or specifications the Wiki Extensions will automatically create a title page Remember that the layout of this title page can be edited using XSLT technology or by changing the export logo More information can be found in the chapter Editing PDF Layouts In the case of single page exports however it is often the case that a title page is not desired By selecting this checkbox you can determine whether or not to include one Author Steven Greenhill Date 04 20 2012 12 59 09 Page 22 Wiki User Manual 2010 3 4 Editing PDF Layouts PDF Layouts The look and feel of the PDF exports can be edited in one of two ways Changing the Logo Editing the logo is a quick and easy way of adding your corporate identity to documents At present this can only be carried out by a server administrator but is very simple for them to do More information can be found in the installation guide Generating an XSLT File An XSLT file transforms XML content into a different format This means that you can define things like e Fonts formats and styles Images e Page margins headers and footers Author Steven Greenh
5. Author Steven Greenhill Date 04 20 2012 12 59 09 Page 76 Wiki User Manual 2010 6 Webparts Webparts The following section will describe how to work with the various web parts included with the BlueBridge Wiki Extensions as well as how to deal with web part zones Author Steven Greenhill Date 04 20 2012 12 59 09 Page TT Wiki User Manual 2010 6 1 Auto Webparts Auto Webparts If Auto web parts has been enabled then webparts will automatically be added to new wiki pages Make sure you assign all the relevant webparts to a specific group and then input this group name in the configuration screen below By default the auto webparts look in the web part group Auto M Enable ebpart group name to define which auto IV Activate for existing pages M Delete existing webparts in all wiki pages first cae Of course you can also choose another group name here Auto Webpart Options First of all you have the option to enable the auto webparts so that any webparts in the pre defined group see below will be added to new wiki pages automatically Below you can find a description on how to define these groups If you do not enter anything into the field then the auto webparts feature will automatically search for the web part group Auto Note that this group is empty by default and webparts have to be added to it manually The next two boxes define how the auto webparts feature should work on
6. Ch Title atically 1 BlueBridge Wiki Extensions Installation Guide ou V 2 Installation ou have 2 1 Preparing the Installation 2 2 Installation Wizard niente 2 2 4 Preparation for Import g on the Wiki 2 5 Adding your Logo to Exports 2 6 Installation via PowerShell 2 7 Wiki Webparts rs if the BlueBridge nw e Enterprise Wikis Upara Uninst g Activation Help and Support Since Enterprise Wikis are based on Publishing Pages they work differently to normal wiki libraries Enterprise Wikis allow you to change the page layout for individual wiki articles or set a default page layout for all new articles In doing so you can define for example that the navigation webpart should be displayed on all of your wiki pages This is a standard feature of Enterprise Wikis and so you should be able to design your own page templates according to Microsoft s guidelines If you would like assistance in doing this then please contact us and we can provide you with a quote Since many customers have asked how to embed navigation or discussions into wiki articles we have provided a page template for this purpose Please see the information on Enterprise Page Layouts to find out how to do this Author Steven Greenhill Date 04 20 2012 12 59 09 Page 94 Wiki User Manual 2010 6 5 Showing Discussions Showing Discussions Please be aware that some of the steps in this chapter will require site collection administrator
7. Form settings Wiki Settings Note This method only works with standard wiki libraries and not with Enterprise Wikis Here you will have to use the second method supported by both types of wikis Alternatively you can access the settings by clicking on the relevant button within the ribbon for the All Pages view Author Steven Greenhill Date 04 20 2012 12 59 09 Page 116 Wiki User Manual 2010 Library Tools F n 1101 4dministrator Library y la Ip Current View 3 E mail a Link z ta EZ Le m mh AllPages RSS Feed E heet Create Sync to SharePoint Connect to Customize Settings Settings View 3 Current Page Workspace Office ss Library Manage Views Share amp Track Connect amp Export BlueBricdge Wiki TF Type Name Modified By Modified Created By Created Home SP2010 4dministrator 6 23 2010 10 05 AM SP2010 Administrator 8 20 2010 How To Use Y SP201014dministrator 8 20 2010 12 33 PM Y SP2010 4dministrator 8 20 2010 This Library You will then see the licence information displayed at the top Version 2 0 0 0 Revision 2 0 4116 61 License Full Import Editing Helpers Export Administration a Add from Template a Snippets Library a Add Wiki Fields a Default Settings a Wizard a Choose Template Lists a Image Library a Auto Webparts a Document Library a Reference Folders a Link List a Auto Linking a Discussion Board a Editor Ontinns You can then click on the link for more information If
8. Administrator 8 20 2010 12 33 PM SP2010 Administrator Clicking on PDF Overview opens up the following page Author Steven Greenhill Date 04 20 2012 12 59 09 Page 16 Wiki User Manual 2010 Choose a pre defined export setting port the current wiki page to a FOF Me A Current page Activation we E eE Current ee Configured view OA Expor multiple pages in the wiki library to a P Choose a view T All Items Pa Pages Recent Changes Created By Me By Author gt By Editor Settings a Change settings You now have the option to select different views upon which to base your PDF export This allows you to define which pages should be exported Using SharePoint views gives you a great deal of flexibility and also allows you to re use export criteria One usefeul example is to create a how to wiki by marking certain articles as being particularly useful to new employees Use this to quickly export a PDF to give to new employees on their first day so that they have all the information they need on how to set up their answering machine book holiday or use the cafeteria The wiki format means that the information produced will always be of the most up to date status as possible Author Steven Greenhill Date 04 20 2012 12 59 09 Page 17 Wiki User Manual 2010 Please note that the export options given above e g By Author Created by Me are based on the default views that are present in wiki libraries If
9. Bottom In this example we have added the Navigation Webpart as an auto webpart This is useful for helping users navigate around their wiki libraries The same method Author Steven Greenhill Date 04 20 2012 12 59 09 Page 80 Wiki User Manual 2010 can however be used for other web parts including the BlueBridge Document and Link Webparts but also other webparts from other providers Author Steven Greenhill Date 04 20 2012 12 59 09 Page 81 Wiki User Manual 2010 6 2 Navigation Webpart Navigation Webpart The Navigation Webpart is an effective way of helping users navigate their way around your wiki libraries This is especially useful for documentation handbooks such as this one and specifications as it allows you to guide users through the content in the optimal order If your administrator installed all the modules of the BlueBridge Wiki Extensions then the Navigation webpart will already be in your webpart gallery If not please ask your administrator to upload it for you The webparts can be dowloaded here Wiki Webparts Navigation Ch Title di Descritton Once in the webpart gallery you can either add the webpart manually Site Actions Edit Page V SP2010 4dministrator SiteActionsy WP Browse Text Insert pu ne njam a as hia Z A bal bg OS ls F 3 QUO Table Picture Quick Upload Links Quick xisting New Snippets Tableof Emoticons Mixed Keyboard X Image File Document List Lis
10. Document E mail a Link gt Doa g Upload Document ji v Edit View Edit Copies Workflows PDF Reorganize Wiki I Like New Folder Document Properties Properties gt X overview Chapters Reports It New Open amp Check Out Manage Share amp Track BlueBridge Wiki IS Tags and Notes Recently Modified E Type Name Modified By Modified Created By Created e S gt Hapiand Support l Home Sew V 02010 Administrator 4 10 2012 9 40 AM V 02010 Administrator 4 10 2012 9 40 Uninstalling using the Central Administration Uninstalling using the Wizard l Installation V 02010 Administrator 4 10 2012 9 40 AM V 02010 Administrator 4 10 2012 9 40 A Uninstalling Dw User Interface 3 l Preparing the V 02010 Administrator 4 10 2012 9 40 AM V 02010 Administrator 4 10 2012 9 40 AM installation You will then see three different report types e Link report a tabular view to see the links going out from and into your wiki articles e Graph a static visual representation of the internal wiki links e Hypertree a dynamic visual representation of the internal wiki links Author Steven Greenhill Date 04 20 2012 12 59 09 Page 75 Wiki User Manual 2010 The link report shows all the wiki articles along with the articles they link to and from Search this site Pp 12 Wiki Totalg Outgoings Outgoing Outgoings Outgoing Incoming Incoming Links Wikis Wikis Links Links Links Links Activating the 1 1 navigation Blu
11. No Licence is displayed please check that the licence file has been unzipped and placed in the correct folder as described in the Installation Guide You should also check that the Web Application Feature BlueBridge Core Components Install has been activated you will need an administrator to do both If not please contact our support team Author Steven Greenhill Date 04 20 2012 12 59 09 Page 117
12. current article This will then search through the pre defined document library 3 Links Quick X N Document d Link le J Document Picker la Wiki Links Author Steven Greenhill Date 04 20 2012 12 59 09 Page 33 Wiki User Manual 2010 Note If the Reference Folders have been enabled then you will need to click on the small R at the top in order to display these documents in the Document Picker Dokument Picker W hlen Sie ein Dokument aus der Liste oder laden Sie ein Dokument in die Bibliothek Wikidoks Der gew hlte Link wird in die Wiki Seite nach Klicken von OK eingef gt P Dateien Hochladen E W Open Reference Folder in QJ 0002 Other Links The link menu offers you three options e Link Here you can add a link to an external site e g www microsoft com or to another site library or document within SharePoint e g sites documentation demo or http sp2010 sites documentation demo e Document Picker e Wiki Links Use this option to browse through the existing wiki pages in order to link to these This has the same effect as typing in xx_page_xx Una G Links Quicl x N Document J Link L J Document Picker la Wiki Links Author Steven Greenhill Date 04 20 2012 12 59 09 Page 34 Wiki User Manual 2010 4 4 Table of Contents Table of Contents Use this feature to add a table of contents to a wiki page The table of contents will be populated automatically acco
13. existing wiki libraries If you select the first option then the auto webparts will be added to existing pages and not just to new ones If you also select the second option then existing webparts will be deleted before the auto webparts are added This helps Author Steven Greenhill Date 04 20 2012 12 59 09 Page 78 Wiki User Manual 2010 avoid doubling of web parts Note that the second option can only be used if you choose to activate the auto webparts for existing wiki pages Defining Groups In order to edit the web part groups you should open the site settings and then click on Web parts in the group Galleries Lil Users and Permissions People and groups Site permissions Site collection administrators Galleries Site columns ite opten types Master pages Themes Solutions Site Administration Regional settings Language settings Site libraries and lists User alerts RSS Search and offline availability Sites and workspaces workflows workflow settings Related Links scope settings Term store management ig al Look and Feel Title description and icon Quick launch Top link bar Tree view Site theme Site Actions Manage site features Save site as template Reset to site definition Delete this site Site Web Analytics reports Site Collection Web Analytics reports Reporting Services Manage Shared Schedules Reporting Services Site Settings Assign the web part to a grou
14. including all subchapters will be moved to a new chapter This is useful for chapters that have become too long and need to be split into two chapters Moving chapters is based on the current sorting order including gaps of the given chapter Important No other chapters will be modified so you will have to create a gap for the chapter to moved into In the example below you will have to make sure for example that chapter 2 is empty so that 1 2 can be moved into it Before Author Steven Greenhill Date 04 20 2012 12 59 09 Page 69 Wiki User Manual 2010 5 13 Auto Webparts Auto Webparts This feature can be used to automatically add web parts to new wiki pages This is especially useful for showing the navigation web part on every page For more information please see the section on Auto Webparts in the chapter on Webparts Author Steven Greenhill Date 04 20 2012 12 59 09 Page 70 Wiki User Manual 2010 5 14 Reference Folders Reference Folders The reference folders option automatically creates subfolders for each wiki article It can be used for document libraries and lists and its function is best described with this example Instead of having one large image library with hundreds of pictures it can often make sense to sort these according to articles Activating the reference folders option means that a subfolder will be created in the Images folder for each wiki page It is also recommended to ac
15. not already configured a document library then documents will be saved in the library Shared Documents Alternatively you can use the command Upload File This has the disadvantage however that it cannot be used with BlueBridge s document webpart This provides a useful way of displaying documents relevant to an article in a webpart Author Steven Greenhill Date 04 20 2012 12 59 09 Page 32 Wiki User Manual 2010 SiteActionsy ME Browse Format T Insert gt 3 Mm Table Picture Quick Upload Links Quick Web Existing New y Image File Document Part List List Tables Media Links Web Parts Linking existing documents In many cases documents can already be found on the SharePoint server This is often the case with centrally managed documents and of course has the advantage that these documents are managed somewhere else meaning that updates are automatically visible on all sites where they are linked including our wiki site In the case of specifications and documentation however it is often beneficial to store related documents directly on the documentation wiki site and not save them in a central location This is because these documents are only relevant to the project at hand and so in this case you should use the feature Quick Document If a document is relevant to more than one article and it has already been uploaded then you should click on Links Document Picker to find it and link it to the
16. s aa er a it 5 11 Wiki Fields ana ia A A A 5 12 Reorganize Chapters usina is 9 13 Auto Webparts sinc citi eects A a die ew ee es Author Steven Greenhill Date 04 20 2012 12 59 09 Page 2 Wiki User Manual 2010 5 14 Reference Folders it AE 71 5 15 Auto Linking a A A 73 5 16 WIKI ROpOnS sort a eve ee a a weeen 75 EDS A A i 77 6 1 Auto Webpaits a cececsceess E a tees Seeman ee 78 6 2 Navigation Webpart cece cece e eee eee eee e eee eee eeeeeeeeeeees 82 6 3 Document and Link Webparts 0cce cece cece eee eee eens 88 6 4 Changing the Wiki Layout cece cece e cece eee eee eeeeeeeee 92 6 5 Showing DISCUSSIONS eocoscorconcaras ce cece ee en dee wee eeee Re tdeeseend 95 6 6 Showing the Wiki Tree ui ii A 98 6 7 Enterprise Page Layouts ccceeee eee e eee eee ee eee eeeeenee 101 RICH Text Editor A aa 110 Sz GIOSS aly ia 112 8 1 Version NUMDGR A eae eee whe 114 8 2 Licence Status iror eee ee a eee ee ee ee 116 Author Steven Greenhill Date 04 20 2012 12 59 09 Page 3 Wiki User Manual 2010 1 User Manual BlueBridge Wiki Extensions for Microsoft SharePoint 2010 User Manual BlueBridge Technologies AG Stockgasse 11 96155 Buttenheim Germany http wiki bluebridge de This document describes use of the BlueBridge Wiki Extensions for Microsoft SharePoint 2010 in a SharePoint wiki site Please make sure that the BlueBridge Wiki Extensions are installed on your SharePo
17. you are using the Enterprise Wiki then these views will not be there so you will have to create them if you want to export according to these criteria The option Current Chapter will only be visible if the Wiki Fields have been added and the current article has been assigned a chapter number This option will export the current page and any chapters below it in the hierarchy If you want to export chapters 1 1 1 and 1 2 you should therefore navigate to the top article in this chapter 1 and the subchapters 1 1 and 1 2 will be exported as well If you navigate to 1 1 and then use this command then only 1 1 will be exported because there is nothing below it in the hierarchy In other scenarios it may not be desirable to offer the export of multiple pages This is especially true with sensitive information and in these cases we recommend disabling the option Allow view export in the PDF Export Settings Although the information could still be extracted manually page for page it is often advisable to make this as difficult as possible If this option has been deactivated then the following screen will appear Choose a pre defined export setting Settings Change settings The option Change settings is only visible for users with Full Control permissions on the page Important SharePoint s permissions model applies to PDF exports in the normal way So users can only export information for which they have view per
18. BlueBridge Wiki User Manual 2010 User Manual for the BlueBridge Wiki Extensions for Microsoft SharePoint 2010 Wiki User Manual 2010 TABLE OF CONTENTS ts USCE MANUAL A A eae eeees 2 Activation AR os 21 Wiki E tensio s 0256 cis de stain ei a A e maces 2 2 Gallery Toolbat cxccceerctecesewcet ess tases ee ae Sree ce neeo ete Gene 2 3 WIKI REDOMS A AAA 2 4 Site Collection Feature esses acia ieee ine wo ae ie ieee eee SetPDE EXport A RA AS 3 1 Export this Pages osas A eronieene einen dw E 3 2 Exprt multiple pages aid eis ee eee ed 3 3 PDF Export Settings 20 ge cel eects a neia aS 3 4 Editing PDF Layouts ns ss a a aa 3 5 Integrating XSLT files vice a d ee iweali dere y eee ends 4 Extended Editor ii ld 41 Basic Formatting 2 0 a EZ AMOS A iia 43 Documents and Links 2002010 AA tecaaaee 4 4 Table of COMtents sirere cra dE ARES 4 5 Gallery Toolbar s00 ociosos aa E e a 4 6 Customising the Galleries oooococccccnnnncnnn eee eee ene 5 Wiki Settings 2 EA A e a a E 5 01 Import Add from Template oooocoooccocccncnnnrnr eee eee eens 5 02 Import from the root Site oooooooooccrcnccnrrnnr eee eens 5 03 Import from an external Source ooooocococcncncncnrnr eee eee 5 04 Configuration Wizard oooococccccccncnnnr eee enn eee eens 5 05 Snippets Library ii A A Jeeeintie eee bees 3 07 Quick IMag s cocinar ri adas 5 08 Quick DOCUMENES siii rr a oc 509 Quick Links rir ea A A aa 9 10 Editor Options
19. Configuration Wizard The wizard will help you set up some of the most important features and can be reached by opening the wiki settings and clicking on Wizard Version 2 0 0 0 Revision 2 0 4116 61 License Trial Ends 9 22 2010 30 Days Import Editing Helpers Export Administration a Add from Template a Snippets Library a Add Wiki Fields a Default Settings a Choose Template Lists 1 Image Library a Auto Webparts a Document Library a Reference Folders a Link List a Auto Linking a Discussion Board a Editor Options This will allow you to configure your settings for the following elements Snippets Library e Image library Document library Auto webparts e Reference folders Editor options Information on these topics can be found within this chapter Use the links above or the navigation webpart to find out more Author Steven Greenhill Date 04 20 2012 12 59 09 Page 50 Wiki User Manual 2010 5 05 Snippets Library Snippets Library A snippet library contains a list of simple HTML or text passages also known as text modules or building blocks Open the Wiki Settings and then click on Configure Snippets Library You can use existing lists or create a new one We recommend creating a new list on this screen as it will make sure that the necessary fields are there Choose a site Choose a Snippets list Current Site e Choose an existing list Please select one w Or create a new list
20. Date 04 20 2012 12 59 09 Page 109 Wiki User Manual 2010 7 Rich Text Editor Advanced Rich Text Editor Although we have only used the editor for wiki pages so far the extended functionality can also be used for other rich text fields Of course wikis have a clear advantage over other list and libraries in terms of linking and organising information but in many cases it can be just as effective to create a standard list If you want to store structured data such as customer reports then the use of lists content types and columns could be the preferable option In these cases the ability to use the advanced rich text editor will grant you many of the benefits already mentioned in this guide without forcing you to use wiki libraries for every scenario Once you activate the wiki extensions for the site these extra features will automatically be made available to lists as well Author Steven Greenhill Date 04 20 2012 12 59 09 Page 110 Wiki User Manual 2010 Insert bg 7 G e Q A Table Picture Quick Upload Links Quick Snippets Tableof Emoticons Mixed Keyboard X X Image File X Document Contents lt X Tables Media Links Snippets Toc Galleries Title Sign contract contract Predecessors C a e Priority 2 Normal gt Normal Status in Progress z Complete 25 ON Assigned To Y SP2010 Administrator Description Remember to sign the partner contract with Contoso Au
21. IF files and an XML file If you want to add new images then these should first be copied to this location and then you will need to modify the XML file Int he following example we have a new emoticon called emdiamond and want to add this to the relevant gallery So we first copy the image to that directly and then modify the XML file in the following way lt Galleryltem url _layouts BlueBridge Wiki galleries emoticons key emdiamond gif description emoticon diamond gt The full address of the image is given by the folder path marked yellow and the file name marked green The URL _layouts refers to the path C Program Files Common Files Microsoft Shared Web Server Extensions 14 TEMPLATE LAYOUTS The text marked in purple refers to the tooltip which is shown when the user s mouse hovers over the image Author Steven Greenhill Date 04 20 2012 12 59 09 Page 38 Wiki User Manual 2010 S amp Mixed Keyboard 1a o pis D t 2 YH Oo P ta dla at ePari Sobro e CEEE ENER IA K O O O O Ot 6860606 0 Om 9090090 Important Notes These changes take place directly on the server and so could potentially be overwritten by software updates We recommend therefore that you always keep a backup copy of these folders if you change anything From a technical point of view the URL of the image is read and is posted into the article within a HTML image tag If you later rename or dele
22. Name WikiTree src _controltemplates BlueBridge Wiki WikiTree ascx gt lt asp ContentPlaceHolder id PlaceHolderCalendarNavigator runat server gt lt bbwikiuc WikiTree runat server gt lt asp ContentPlaceHolder gt Author Steven Greenhill Date 04 20 2012 12 59 09 Page 99 Wiki User Manual 2010 Note that you will have to activate the publishing features on your site and site collection in order to be able to change the masterpage for that site On pages that do not use the wiki tree e g normal document libraries and lists the amount of space taken up by the wiki tree placeholder in the masterpage is negligible Author Steven Greenhill Date 04 20 2012 12 59 09 Page 100 Wiki User Manual 2010 6 7 Enterprise Page Layouts Enterprise Page Layouts With Enterprise Wikis we recommend using Microsoft s Page Layouts feature rather than our auto webparts The screenshots and examples below are for discussions although the same steps are required for navigation and wiki trees If you want to display the discussions then remember to connect your discussion board first Note that you will need site collection administrator priviliges and be warned that several steps are required Step 1 Upload Page Layout First of all you should open up the Site Settings and navigate to Master pages and page layouts in the section Galleries Author Steven Greenhill Date 04 20 2012 12 59 09 Page 101 Wiki User Ma
23. Permissior Enterprise Wiki Page a Basic Page EnterpriseWik EnterpriseWik EnterpriseWiki_discussio Project Page Basic Project Page Alternatively you can choose for this page layout to be used by default on all new pages To do this you should return to the Site Settings and then click on Page layouts and site templates in the group Look amp Feel Author Steven Greenhill Date 04 20 2012 12 59 09 Page 108 Wiki User Manual 2010 Look and Feel Welcome Page Title description and icon Tree view Navigation Site theme Edit imprint Define set of page layouts and site template to other sites Now scroll to the section New Page Default Settings Here you can select that new pages should use the selected default page layout New Page Default Settings Inherit default page layout from parent site Specify the default page layout and Sel h rant 5 page URL to use when creating a Select t gt de page ae new page New pages will have a Enterprise Wiki Page Basic Page page URL name specified followed by Enterprise Wiki Page Wiki Discussions a number Setting the page title on Project Page Basic Project Page the new page will change the page Redirect Page Redirect URL name when the page is first saved Ea Shows an discussion board EF Reset all subsites to inherit these new page settings E Convert blank spaces in the page name to Author Steven Greenhill
24. cally find the chapter list that it needs to reference You will need to edit the web part settings to configure it Author Steven Greenhill Date 04 20 2012 12 59 09 Page 84 Wiki User Manual 2010 Navigation Ch Titl Minimize Close Delete al X Edit Web Part tn Refresh Export Click on Edit and then Modify Shared Web Part At the top you can choose which list to connect to 1 Navigation x List a is ee Views AI X Stylesheet Source Stylesheet res wiki navigation xslt Tal Advanced Content Appearance Layout Advanced gt gt WebPart Information Copyright BlueBridge Technologies AG Version 2 0 0 0 Revision 2 0 4405 74 Webpart WikiListWebPart In the next section of the configuration you can choose a different XSLT stylesheet to use in rendering the navigation list Author Steven Greenhill Date 04 20 2012 12 59 09 Page 85 Wiki User Manual 2010 By default the web part shows all of the articles in the wiki that have chapter numbers e g 1 1 1 1 2 2 2 1 etc If you only want to display the top level articles e g 1 2 3 and not the subchapters then you should change the stylesheet from res wiki navigation xslt to res wiki overview xslt The navigation web part can also be adapted for other situations as part of a small project Some other possible applications that we have implemented in this way for
25. d documents Before this function can be used however a document library has to be linked to the wiki Choose an existing document library Choose a document library Fe Please select one z Or create a new document library wiki_Docurnents Create i Cancel Once configured you will be able to upload documents using the Quick Document Upload button These will automatically be saved in the library and a link will be created in the wiki article Author Steven Greenhill Date 04 20 2012 12 59 09 Page 56 Wiki User Manual 2010 5 09 Quick Links Link List This allows you to configure a list of links that can be added to wiki pages Use this in combination with the link webpart to display a relevant link in a webpart rather than in the text itself This can help to increase uniformity across articles and improve usability We also recommend activating the reference folders option to make sure that each article has its own list of relevant links Choose an existing list Choose a list Please select one 2 Or create a new list Links Create Save Cancel Author Steven Greenhill Date 04 20 2012 12 59 09 Page 57 Wiki User Manual 2010 5 10 Editor Options Editor Options This screen provides you with a number of options for configuring the wiki editor Manage the settings for Font styles Manage the settings For font sizes Manage Format settings Manage styles settings Allow HTML
26. e u the field tracking ng on designs creating an instruction guide gathering data from dge By deselecting the option Allow HTML Input in the settings you can prevent users from entering HTML code into their wiki pages This is useful to help prevent them from manually adding their own formatting Note that administrators can input HTML code at any time Author Steven Greenhill Date 04 20 2012 12 59 09 Page 59 Wiki User Manual 2010 5 11 Wiki Fields Wiki Fields The option Add additional wiki fields is based on the Site Collection Feature BlueBridge Wiki Fields and must be activated centrally before you can apply it to your wiki lists Once the feature has been activated you will need to add the wiki fields to the libraries where they are needed Click on Add Wiki Fields in the Wiki settings and then click on the button Add wiki fields You can add or remove the additional Wiki Fields Add additional wiki fields This will add two extra columns to the wiki list e Chapter e Chapter Title Note If the site collection feature BlueBridge Wiki Fields has not yet been activated a message will be displayed to inform you of this fact The wiki fields have not been added to this site collection Enable wiki fields feature Author Steven Greenhill Date 04 20 2012 12 59 09 Page 60 Wiki User Manual 2010 You can of course remove the fields from a library in the same way a
27. eBridge Wiki Fields webpart Activating the Sample 0 0 0 1 e Activating the Wiki Galleries Extensions Activating the Site 0 Activating the Wiki Feature Extensions Activating the Wiki 2 BlueBridge Wiki 1 Activating the BlueBridge Wiki Extensions Extensions Fields Sample Galleries Adding your Logo to Exports Help and Support 2 2 http www bluebridge de info bluebridge de Home preparing the 1 www bluebridge de installation Upgrading from SharePoint 2007 The columns here are self explanatory showing the article name number of outgoing incoming wiki links the links themselves and also the outgoing external links You can sort the columns by clicking on the relevant arrows at the top of those columns and of course you can click on the links to follow them The graph displays these links in a more visual way but with less detail Hovering over a node article will show thee number of connections incoming or outgoing and clicking on the article make sure you click the small circle and not the article name will display the names of the connections to the right of the graph The Hypertree is similar but shows only the incoming links This is why not all of the articles will be visible on this graph Clicking on the name of an article not the small circle next to it will display the incoming links on the right of the hypertree Tip You can zoom in and out of the graphs by using your mouse wheel
28. ermissions a 7 S Ge PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library View All roperties Page x Delete Page Link Homepage Links Settings Permissions Pages Edit Manage Share amp Trach Page Actions age Library BlueBridge Wiki Then click on Wiki Settings General Settings Title description and navigation Versioning settings Advanced settings Validation settings Column default value settings Audience targeting settings Rating settings Metadata navigation settings Per location view settings Form settings Wiki Settings Note This method only works with standard wiki libraries and not with Enterprise Wikis Here you will have to use the second method supported by both types of wikis Alternatively you can access the settings by clicking on the relevant button within the ribbon for the All Pages view Author Steven Greenhill Date 04 20 2012 12 59 09 Page 114 Wiki User Manual 2010 Library Tools 5 TR V SP2010 Administrator se Documents Library y ira Ip Current View 3 E mail a Link az Le T Eh All Pages RSSFeed t x A heet Create Sync to SharePoint Connect to Customize Settings Settings View 3 Current Page space Office ss Library X Manage Views Share amp Track Connect amp Export BlueBricdge Wiki F Type Name Modified By Modified Created By Created Home SP2010 A4dministrator 8 10 10 05 AM Y SP20101 Administrator 8 20 2010 12
29. es For this reason many of our customers choose to change the default wiki page template This means swapping a file on the server you will need an administrator to do this Important Note Author Steven Greenhill Date 04 20 2012 12 59 09 Page 92 Wiki User Manual 2010 Note that this replaces Microsoft s default template for wiki pages and therefore it will apply to all wiki pages on the entire server including site pages although all it really does is add the extra web part zone which you won t notice unless you use the zone Please note that this is technically not supported by Microsoft or by us Having said that a number of our large enterprise customers have been using it for years If your administrator is willing to swap this file please send them these instructions on how to do it First of all navigate to C Program Files Common Files Microsoft Shared web server extensions 14 TEMPLATE DocumentTemplates Make sure you make a copy of the existing file before doing anything else Many of our customers then use this template simply extract the file and rename it to wkpstd after backing up the existing file to modify the default layout of wiki pages Once you have done this you can use the auto webparts feature and the web parts will appear to the right of your wiki articles Author Steven Greenhill Date 04 20 2012 12 59 09 Page 93 Wiki User Manual 2010 Search this site p Table of Contents y
30. for the images Choose an existing library Choose an image library Please select one Ji Or create a new library Images Auto thumbnail Settings Use this setting to require Quick Images to be added as thumbnails The value in pixels defines Activate auto thumbnail the size at which the auto thumbnail feature should be activated with a value of 0 forcing all images to be added as thumbnails After doing so you can upload images using the button Quick Image Upload Quick Image Upload Upload Image to list Wiki_Images Selected Image is inserted into wiki after pressing Upload po Browse Existing Files C Overwrite ThumbUrl M Insert as Thumbnail Link Effects Select X Author Steven Greenhill Date 04 20 2012 12 59 09 Page 53 Wiki User Manual 2010 Images uploaded in this way will automatically be saved into the pre defined image library Alternatively you can configure your wiki library to create reference folders for each article In this case pictures will be stored in the reference folders instead of in the default quick image library Thumbnails When uploading images the user can decide whether the image should be uploaded as a thumbnail clicking on the thumbnail links to the full size image or whether the image should be posted in its original size In order to maintain a uniform look amp feel for your wiki pages it is not always desirable for images to be u
31. he Wiki Reports The wiki reports are an optional feature that are used to provide an overview on incoming and outgoing links within your wiki The reports can be activated as a website feature Open Website actions site settings and then click on site settings e Users and Permissions EL Look and Feel People and groups Title description and icon Site permissions Quick launch Top link bar Tree view Site theme Site columns 3 Galleries 15 Site content types Master pages L gt Manage site features P Site Administration ARA y R dional betting Reset to site definition Y Baca mic Delete this site Sie libraries pa lists Site Web Analytics reports Site Collection Web Analytics User alerts reports RSS Search and offline availability 2 R ti S e Sites and workspaces eporting services workflow settings Da Manage Shared Schedules Related Links scope settings Reporting Services Site Term store management Settings gt Site Collection MEE Administration Go to top level site settings And then click on the appropriate feature to activate it Author Steven Greenhill Date 04 20 2012 12 59 09 Page 10 Wiki User Manual 2010 BlueBridge Wiki Reports A Deactivate Adds several reports to bluebridge wiki Once activated a new command will appear on the ribbon More information about this can be found under Wiki Reports Author Steven Greenhill Date 04 20 2012 12 59 09 Page 11 W
32. hen the subchapters in Chapter 3 i e 3 1 3 2 etc will be hidden Click on the title for 3 in order to display the subtopics for Chapter 3 Author Steven Greenhill Date 04 20 2012 12 59 09 Page 83 Wiki User Manual 2010 Navigation Web part outside of Wiki Libraries Often it is also desirable to add this web part to a separate page that is outside of the wiki library The most common example is when you have a web part page as the homepage of a particular teamsite In these cases we recommend having a number of other web parts e g the 5 most recently changed articles or my tasks on the page as well Too add the web part simply click Site Actions and then Edit Page or on the small Edit Page button next to Site Actions find a place where you want to add it and then click on Insert Web Part V SP2010 Administrator SiteActions S LA Balai fh p a 50 4 Table Picture Quick Upload Links Quick Image File X Document m o E amp q q esting Mew Snippets Tableof Emoticons Mixed Keyboard is is Contents X Tables Media eb Parts Snippets Toc Libraries Site Pages Shared Documents wiki teslib Lists Calendar Tasks Modified Name Discussions Team Discussion Add document A Recycle Bin Bh ct Rae Select the Navigation webpart Please note Since the webpart is not located within a wiki library it can not automati
33. hese preferred page layout settings These page layouts are now on the list of those availabe for use on the site Author Steven Greenhill Date 04 20 2012 12 59 09 Page 106 Wiki User Manual 2010 Pages in this site can use any layout Pages in this site can only use the following layouts Article Page Body only a Enterprise Wiki Page Basic Page Article Page Image on left Project Page Basic Project Page Article Page Image on right Redirect Page Redirect Article Page Summary links Enterprise Wiki Page EnterpriseWiki_discussions Welcome Page Advanced search Enterprise Wiki Page EnterpriseWiki_wikitree as Welcome Page Blank Web Part page y Welcome Page People search results Welcome Page Search box lt Remove Welcome Page Search results lt Re Welcome Page Site directory home Welcome Page Splash Welcome Page Summary links ES Welcome Pane Table of contents s Reset all suhsites tn inherit these nreferred nane lavnut settinns Step 4 Apply the Page Layout Finally you can assign the layout to your wiki pages To change the layout for a single article simply navigate to that article and click on Edit You will then be able to change the page layout from the ribbon Author Steven Greenhill Date 04 20 2012 12 59 09 Page 107 Wiki User Manual 2010 ES 3 Make Homepage a lt Q Incoming Links Library Library 23 Draft Check Settings
34. ich is added automatically when you activate the wiki fields To use this feature you will first need to open the wiki library in the list view Do this by clicking on Page in the ribbon and then on View All Pages SiteActionsy TN Browse Format Text Insert y i Page History f 3 Export this page Hd a a A amp L paana HE Page Permissions a S s RE PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library E Properties Page x Delete Page Link Homepage Links Settings Permission Edit Manage Share amp Track Page Actions Page Library BlueBricdge Wild Now click on the tab Documents and select the option Reorganize Chapters Library Tools i V 02010 Administrator Site Actions f Browse Library D New Document E mail a Link amp i 44 Upload Document f BA e Edit View Edit Download a Workflows PDF fReorganize ILike Tags amp j New Folder Document Properties Properties gt Copy X overvie Chapters It Notes New Open amp Check Out Manage Share amp Track Copies BlueBridge WIKI Tags and Notes You can reorganize chapters in three ways 1 Full reorganization 2 Chapter reorganization Author Steven Greenhill Date 04 20 2012 12 59 09 Page 64 Wiki User Manual 2010 3 Move chapter Please note It is of course possible to set permissions for individual articles within a wiki library For this reason the chapter reorganization will only work if the user has permissio
35. ig file You should also not attempt this step unless you have experience working with web configs Define the following tags in the header lt configuration gt lt configSections gt lt sectionGroup name BlueBridge Wiki gt Author Steven Greenhill Date 04 20 2012 12 59 09 Page 25 Wiki User Manual 2010 lt section name WikiTemplates type BlueBridge SharePointExtensions Galleries GalleryConfigurationSection Blu eBridge Spex Utils Version 2 1 0 0 Culture Neutral PublicKeyToken 8ad6826c1afbd920 gt lt section name Export PdfStyleSheets type System Configuration NameValueSectionHandler System Version 2 0 0 0 Culture neutral PublicKeyToken b77a5c561934e089 gt lt sectionGroup gt lt configSections gt and then the following in the Body lt BlueBridge Wiki gt lt Export PdfStyleSheets gt lt add key pdf xsit value pdf xslt gt lt add key pdf_test1 xsit value pdf_test1 xslt gt lt add key pdf_category xslt value pdf_category xslt gt lt Export PdfStyleSheets gt In this case we have pre defined three XSLTs pdf pdf_test1 and pdf_category which have all been copied to C Program Files Common Files Microsoft Shared web server extensions 14 TEMPLATE LAY OUTS BlueBridge Wiki export After doing this you can select the relevant XSLT to be used when exporting content from a library by opening up the PDF Export Settings and using the dropdown menu Au
36. igner A Publish a Major Version LA Y STtOrvV 7 16 2010 1 59 PM 7 16 2010 1 59 PM 7 16 2010 1 59 PM 1 mn mn mn mn 3 a E Send To 17 16 2010 1 58 PM Now click on Approve Reject E EnterpriseWiki_discussions aspx View Properties Edit Properties Edit in Microsoft SharePoint Designer gy Check Out Cancel Approval And finally on Approved to complete the publishing and approval process Author Steven Greenhill Date 04 20 2012 12 59 09 Page 104 Wiki User Manual 2010 Approve Reject Approval Status Approve reject or leave the status as Pending for others with the Manage Lists permission to evaluate the item Rejected This item will be returned to its creator and only be visible to its creator and all users who can see draft items Pending This item will remain visible to its creator and all users who can see draft items Comment Use this field to enter any comments about why the item was approved or rejected The page layout is now approved but one more step is required before it can be used on your site Step 3 Allow the Page Layout Although the page layout has already been approved you still need to make it available for use If you aren t already there navigate to the Site Settings Then click on Page layouts and site templates in the group Look Feel Author Steven Greenhill Date 04 20 2012 12 59 09 Page 105 Wiki User Ma
37. iki User Manual 2010 2 4 Site Collection Feature Activating the Wiki Fields Activating the wiki fields is optional It creates two new columns in a wiki library which can be used to sort articles when exporting or printing wikis and for the navigation webpart Although useful these are not required for the PDF export to run Note Activating this feature requires administrative rights Full Control in the site collection To activate the feature open the site actions menu and click on site settings Make sure you are the top level site when you do this If not then you can still access the top level site settings by clicking on the appropriate link Site Collection Administration L oo Go to top level site settings Once in the top level settings click on site collection features Author Steven Greenhill Date 04 20 2012 12 59 09 Page 12 Wiki User Manual 2010 Site Collection Administration Search settings Search scopes Search keywords Recycle bin Site collection features Site hierarchy Site collection navigation Site collection audit settings Portal site connection Site collection policies Content type publishing Site collection cache profiles Site collection output cache Site collection object cache Variations Variation labels Variation logs Translatable colurnns Suggested Content Browser Locations SharePoint Designer Settings Visual Upgrade Help settings There you can activate the fea
38. ill Date 04 20 2012 12 59 09 Page 23 Wiki User Manual 2010 These have the advantage that the user does not have to worry so much about formatting because everything runs automatically Furthermore it is a good way to ensure that exported documents adhere to corporate guidelines because you can overwrite format changes made by users This means that although the user may try to use random fonts and a variety of different colours in their articles you can make sure that exported articles all appear in for example Arial 10pt If you are interested in making your exports more professional then please do not hesitate to get in contact us to discuss ways of doing this Author Steven Greenhill Date 04 20 2012 12 59 09 Page 24 Wiki User Manual 2010 3 5 Integrating XSLT files Integrating an XSLT File After an XSLT file has been developed for the export you will have to reference this The easiest way to do this is to rename the file as pdf xslt and copy it to the following directory C Program Files Common Files Microsoft Shared web server extensions 14 TEMPLATE LAYOUTS BlueBridge Wiki export Enabling multiple XSLT files In order to enable more than one XSLT file you will need to make a change to your web config In many cases this web config will be found in C Inetpub wwwroot wss vVirtualDirectories Default80 Important Before making any changes to the web config you should create a backup copy of the web conf
39. input b ow users to choose font styles iV s ow font styles ow users to choose font sizes ow font sizes ow users to choose formats M Show formats oose styles ow HTML input M Allow HTML input Save Cancel One of the key features here is the ability to limit the fonts and formats available to the user This is especially useful if a standardised format for all wiki sites is desired Author Steven Greenhill Date 04 20 2012 12 59 09 Page 58 Wiki User Manual 2010 Browse Page Format Text Copy lg Select gt Paste a a 5 j Undo BI U sex x Y P A Layout lt 2 HTML Clipboard Font Paragraph Layout Markup Welcome to your wiki library You can get started and add content to this page by clicking Edit at the top of this page or you can learn more about wiki libraries by 2 clicking How To Use This Library Whatis a wiki library Wikiwiki means quic by linking existing pag and create the page k in Hawaiian A wiki library i igether or by creating lin cument lib in which o new pages If a user find y edit any page The library gr a link to an uncreated page he or she can fo llow the link In busin m ges kn s environments a wiki libr y conve way to can inste ord knowledge Information that is usually traded in e mail e recorded in a wiki library in context with similar Other exampl
40. int Server SPS or SFS If you have any questions please do not hesitate to contact us at info bluebridge de Please click on the image below if you would like to download a copy of this manual in PDF format Adobe Author Steven Greenhill Date 04 20 2012 12 59 09 Page 4 Wiki User Manual 2010 2 Activation Activating the Wiki Extensions After having installed the Wiki Extensions on the server they ll have to be activated on the relevant sites before you can use them Note that there are several features that can be activated e Wiki Extensions this controls the use of the standard features e Gallery Toolbar add icons such as emoticons and keyboard buttons to your wikis e Wiki Fields this controls whether the wiki fields should be added Click on one of the links above to learn how to activate the Wiki Extensions Author Steven Greenhill Date 04 20 2012 12 59 09 Page 5 Wiki User Manual 2010 2 1 Wiki Extensions Activating the Wiki Extensions The site feature has to be enabled before you can use the Wiki Extensions Note Activating this feature requires administrative rights Full Control in the site collection To activate the site feature click on Site Actions gt Site Settings Then click the option site features AO Users and Permissions E Look and Feel People and groups y Title description and icon Site permissions Quick launch Top link bar e Tree view WS Galleries
41. ions Pages Edit Manage Share amp Trach Page Actions age Library BlueBridge Wiki Then click on Wiki Settings General Settings Title description and navigation Versioning settings Advanced settings Validation settings Column default value settings Audience targeting settings Rating settings Metadata navigation settings Per location view settings Form settings Wiki Settings Note This method only works with standard wiki libraries and not with Enterprise Wikis Here you will have to use the second method supported by both types of wikis Alternatively you can access the settings by clicking on the relevant button within the ribbon for the All Pages view Author Steven Greenhill Date 04 20 2012 12 59 09 Page 41 Wiki User Manual 2010 Library Tools se E Docu ment z 3 is Ip Current View mh heet Create Library All Pages y RSS Feed View Current Page Manage Views Share amp Track F Type Name Modified By Home How To Use This Library You can then select from the following options chapter Version 2 0 0 0 Revision 2 0 4116 61 License Full Import Editing a Add from Template a Snippets Library a Choose Template Lists a Image Library a Document Library a Link List Discussion Board a Fditnr Ontinns Author Steven Greenhill Date 04 20 2012 12 59 09 J E mail a Link SP2010 A4dministrator 8 Y SP201014dministrator 8 201014dminist
42. is done by first defining views for the library and then selecting which one should be taken into account when exporting Here are a few examples e All Items all wiki pages will be exported e Recent changes only the pages that were modified recently will be exported e Created by me Exports all pages created by the current user e By Author all sites will be sorted according to their author By Editor Sites will be sorted according to their most recent editor Note Views that you have created yourself will also be shown Of course only the views available to the current user will be displayed Allow View Export Here you can determine whether the exporting of views should be allowed or not This gives you more control over the dissemination of content and helps combat data theft Export Style Author Steven Greenhill Date 04 20 2012 12 59 09 Page 20 Wiki User Manual 2010 XSLT Transformation Personal XSL style sheets can be embedded in order to define the look amp feel of the exported documents Please note that in order to program these you will need advanced skills in XML XSLT If you need assistance here please let us know More information can be found in the chapter Editing PDF Layouts If a user defined XSLT is created the file has to be saved on the server or in a SharePoint library It is also necessary to create a web config entry to enable the new style sheet Show Authoring Information
43. ists Calendar Tasks Discussions Team Discussion A Recycle Bin 2 All Site Content Author Steven Greenhill Date 04 20 2012 12 59 09 Left Right Add a Web Part Add a Web Part Announcements Limks Get Started with Microsoft SharePoint Foundation new 10 19 2010 11 22 AM There are currently noifa SP2010 Administrator dis o add a new link it Foundation h be more effective by connecting people information and new lir information on gel ee Help de Add new link de Add new announcement Calendar There are currently no upcoming events To add a new event click Add new event Add new event Page 87 inks to Add Wiki User Manual 2010 6 3 Document and Link Webparts Document and Link Webparts The Document and Link Webparts are a useful way of organising your documents and links and displaying relevant content to users That way people can be reading the article and be informed about related content in the form of either documents or other web pages We recommend first setting up reference folders for documents and links so that each wiki article has its own subfolder within the document and list libraries You should then also set up the default folder for documents Document Library If your administrator installed all the modules of the BlueBridge Wiki Extensions then these webparts will already be in your webpart gallery If not your administrator will have to upload them man
44. it you will see the following error message because the web part cannot find a document library called Documents Author Steven Greenhill Date 04 20 2012 12 59 09 Page 89 Wiki User Manual 2010 Documents Failed to get items in list Documents Step 2 Configure Webpart Click on Edit Web Part and you will see a drop down list with the document libraries available on the site Select the relevant library and confirm by clicking OK You should notice that the error message disappears and you will see a link to the content of your document library Note that you may have to leave the Edit Mode save the page and potentially refresh F5 before the changes take effect Please note that this change only effects the currently selected web part and therefore will not apply to other web parts e g those that are set up by the auto webparts feature If you want to use the auto webparts option then you will have to follow Step 3 as explained below Step 3 Re Upload Webpart Click on the Edit arrow of your web part Now select the option Export Minimize ED Edit Web Part Refresh export Save the DWP file on your desktop we recommend you save it under a different name and then navigate to the web part gallery you may need an administrator to do this for you Upload the file and assign it to a group that you would like to use for the auto webparts Saving it in this way retains the name of the desired library A
45. l Date 04 20 2012 12 59 09 Page 71 Wiki User Manual 2010 Please also note that reference folders apply to the whole site If you try to link more than one wiki library to a library with reference folders then this may lead to conflicts Author Steven Greenhill Date 04 20 2012 12 59 09 Page 72 Wiki User Manual 2010 5 15 Auto Linking Auto Linking Depending on the usage scenario of the wiki library it can often be the case that new terms are added which need to be linked from existing sites This is especially common where the wiki is being used for a glossary For example you might have many pages containing the keyword BlueBridge and then decide to create a new page to give some background information on BlueBridge Normally you would have to search for references to BlueBridge in all your articles surround the term in square brackets and then save the page again This can be very time consuming especially in situations where versioning or content approval has been activated In these cases the auto linking feature can be very useful indeed You can then use this feature to search all the entries of your wiki library for the word BlueBridge and replace the text with a hyperlink to your new page Event TT Enable Event Handler On which event s should the update be triggered Event type On Insert TT On Update FT On Delete OK Cancel On a technical level the feature works by
46. missions Author Steven Greenhill Date 04 20 2012 12 59 09 Page 18 Wiki User Manual 2010 3 3 PDF Export Settings PDF Export Settings You can open the menu to edit the PDF export settings in one of two ways 1 If you want to export multiple pages then you will find an option to change the export settings 2 Alternatively you can open the Library Settings click on Wiki Settings and then on PDF Export Settings At this stage you will see the following page Data View Choose the data to export All Items x Allow iew Export A View export allowed Check if you want to allow users to export multiple pages the exact pages being exported v are defined by views Otherwise users will only be able to export single pages Export Style 7 p E XSL Transformation Choose the export style Default Show authoring information r Hide Front Page in Single Page Exports ae A Hide front page in single page exports Check if you do not want a cover page to be added to single page exports D This page shows how the site will export PDF documents by default When you then export using the configured view option see below these settings wil be implemented T Configured view ays Export multiple pages in the wiki library to a PDF file Author Steven Greenhill Date 04 20 2012 12 59 09 Page 19 Wiki User Manual 2010 Data Using the drop down menu you can decide which pages should be exported This
47. n to edit the articles that are to be renumbered and the system will check these permissions as well as the checkout status of the articles You can use the function verify to see whether the chapter numbers can be updated Please also note that reorganizing chapters will update the date and time in the column modified and also where applicable create a new version Method 1 Full Reorganization This method is most frequently used when there are large number of chapters that have been incorrectly numbered or that have become incorrectly numbered This generally occurs when existing articles are deleted leaving gaps in the numbering scheme The full reorganization goes through all the chapters and closes these gaps This method is carried out by leaving both fields empty Author Steven Greenhill Date 04 20 2012 12 59 09 Page 65 Wiki User Manual 2010 Start chapter Leave both fields empty Please enter a start chapter if you want to renumber the complete tree leave this field empty EE y 1 Start chapter 1 2 New chapter number empty New chapter number Please enter the new chapter If the start chapter is emtpty this value Leave both fields empty is ignored Leave this field empty if you want to keep the nuimber of the start node unchanged EC ay S Start chapter 1 3 New chapter number 2 Verify Renumber Cancel The full reorganization will renumber all the chapters This is based on the cu
48. ned in Step 2 are listed here for you to choose from Click on the relevant template and then on Import Important This feature does not import the library itself but rather the pages within it Existing pages with the same name will not be deleted or replaced That is Pages with different names will be imported pages with the same names as existing articles in the target library will not be imported Author Steven Greenhill Date 04 20 2012 12 59 09 Page 46 Wiki User Manual 2010 Note that many wiki libararies include the page Home You should therefore generally delete this before importing so that the home page from the template will be copied to the target library Author Steven Greenhill Date 04 20 2012 12 59 09 Page 47 Wiki User Manual 2010 5 03 Import from an external Source Import from an external Source If you want to use an existing wiki library as a template but this library is located somewhere other than the root site then you will have to use a different method to the one explained on the previous page First of all your server administrator will have to make some changes to the web config which are described here We generally recommend the method of import from the root site importing from the root site After your server administrator has performed the necessary steps you will be able to import content from another wiki library Due to security and authentication reasons this still needs
49. niature image will be created on the wiki page whereby the user can click on this image to see it in full size You then have two options on how to format the image These effects are of course optional and you do not have to use them Author Steven Greenhill Date 04 20 2012 12 59 09 Page 29 Wiki User Manual 2010 e Lightbox when a user clicks on an image it is displayed in full size within a kind of pop up window This means that the user does not have to navigate away from the page in order to see a larger image and they can also switch between all the images on the page easily e Zoom allows the user to zoom in on individual areas of the image Die Lightbox Bild in einer Art Pop Up Fenster anzeigen so dass Sie eine vergr erte Ansicht sehen k nnen ohne vom Artikel wegnavigieren zu m ssen und Zoom Funktionen Vergr fung einzelner Teile des Bildes stehen Ihnen ebenfalls hier zur Verf gung um das Betrachten von Grafiken leichter zu machen Alternatively you can click on Picture and then on From Computer clicking on the image in the ribbon works as well We recommend using the Quick Image feature though as this provides you more advanced options such as thumbnails and effects a agp Table een Quic L X Image Tables From Computer Status From Address 1 mage Gallery Recent ge Gallen Linking Existing Images In the image menu as shown above you will also find two further options to u
50. nual 2010 AAI Enterprise Wiki Site Settings interprise Wiki jbraries a Users and Permissions site Pages A People and groups Site permissions Site collection administrators bout this wiki View user permissions with the search by url Galleries A Recycle Bin Site columns Site content types 3 All Site Content Web parts List templates A S paq Solutions Manage the collection of look and feel 1 available to sites We have provided three sample page layouts one for navigation one for discussions and one for wiki trees You can then simply upload the relevant page layouts into this library Upload Document Browse to the document you intend to upload Upload Multiple Files Y Add as a new version to existing fies Version Comments Type comments descibing what has changed in thes version Version Comments Author Steven Greenhill Date 04 20 2012 12 59 09 Page 102 Wiki User Manual 2010 You will then be prompted to add metadata for these page layouts Make sure you choose the content type Page Layout and then Enterprise Wiki Page as associated content type in the content type group Page Layout Content Types as shown below The document was uploaded successfully and is checked out to you Check that the fields below are correct and that all required fields are filled out The file will not be accessible to other users until you check in e Item
51. nual 2010 Look and Feel Welcome Page Title description and icon A Define set of page layouts and site template to other sites Tree view Navigation Site theme Edit imprint Now scroll down to the section on Page Layouts select the desired layouts and then click on Add y a Enterprise Wiki Site Settings Page Layout and Site Template Settings 4 Y Use this page to set the preferred site templates and page layouts that users will see when they create subsites and pages Iket Tags amp Notes Enterprise Wiki Search this site P e Libraries Subsite Templates Site Pages Specify the preferred templates for the subsite Subsites can use any site template Subsites can only use the following site templates About this wiki z D Recycle Bin Q Al site Content El Reset all subsites to inherit these preferred subsite template settings Page Layouts Speafy the page layouts preferred for new pages in this site Pages in this site can use any layout s Pages in this site can only use the following layouts Artide Page Body only Ta Enterprise Wiki Page Basic Page Article Page Image on left Project Page Basic Project Page ge ght Redirect Page Redir Welcome Page Blank Web Part page Welcome Page People search resul Welcome Page Search box Welcome Page Search results Welcome Page Site directory home A Welcome Pane Snlash J El Reset all subsites to inherit t
52. p by editing its properties Author Steven Greenhill Date 04 20 2012 12 59 09 Page 79 Wiki User Manual 2010 Web Part Gallery Wiki_Navigation dwp A my dC ral acon KAR Save Cancel Paste Delete Export View Manage Item Xml Permissions Commit Clipboard Actions Name wiki_Navigation dwp Title Navigation Description Displays the wiki list or another list in this wiki with XSLT Stylesheet di Group C Default Web Parts y Specify your own value Auto Recommendation Settings PP Filters P Dashboard NT My Site Specify your own value AA Please specify site template names separated by Your web part will appear in Recommended Items category when a user tries to add a web part to any web part pages within sites using site templates mentioned here Otherwise for page level recommendations of web parts you can Note If the BlueBridge Wiki Webparts are not already installed then please contact us and we would be happy to send you the DWP files separately Si FT Type Web Part Edit Modified Modified By Group Recommendation Settings E VisioWebAccess dwp E 8 20 2010 12 25 PM System Account Business Dashboard Data VisualBestBet dwp E 20 2010 12 25 PM System Account Search Search O WhatsPopularWebPart dwp EZ 8 20 2010 12 24 PM System Account Content 10 19 2010 10 39 AM SP2010 Administrator te Middle Right My Site Middle ft My Site
53. part properties and change the settings as follows Lists Select the name of the discussion board that has been connected to the wiki Views You should leave this as All Stylesheet Source You will need to change this to res discussionthread xslt as shown in the screenshot below Folder Name You should use a dot period full stop here gt List Lists Default Discussion Board gt Views cally Stylesheet Source Stylesheet res discussionthread xslt El Advanced Content Folder Name m Once you have modified this you should see a discussion summary You may have to refresh the page F5 after clicking on OK and leaving the Edit Mode By default this will be below the current article If you want to display the discussion to the right of the article you will need to change the wiki layout Don t forget that modifying a web part only affects the web part on the current page If you want all of your articles to use this modified web part then you will have to export the web part as a DWP and re upload it to the web part gallery Author Steven Greenhill Date 04 20 2012 12 59 09 Page 96 Wiki User Manual 2010 remember to assign it to a group so that you can use it for the auto webparts This is described in more detail in the chapter on document and link webparts Step 3 Displaying the Discussion in Enterprise Wikis With Enterprise Wikis we recommend using Microsoft s Page Layouts feature
54. ploaded in differing sizes For this reason the administrator has the opportunity to define whether all images should be displayed as thumbnails Choose an existing library Choose an image library Please select one iw r create a new library Images s to be added as thumbnails The value in pixels defines eature should be activated with a value of 0 forcing all If Auto Thumbnail is not activated the user has the choice of whether to upload as a thumbnail or full size image Once you activate the option you will have to enter a value in the box defining the pixel size at which thumbnails should automatically be used Author Steven Greenhill Date 04 20 2012 12 59 09 Page 54 Wiki User Manual 2010 For example a value of 100 would mean that any images larger than 100px height or width would be displayed as thumbnails This would override a user s choice to display the image in full size Entering a value of 0 requires all images to be added as thumbnails If you wish to define a particular image as full size you would still be able to do this as an administrator by editing the HTML code directly A value of 1 has the same effect of not activating Auto Thumbnail at all Author Steven Greenhill Date 04 20 2012 12 59 09 Page 55 Wiki User Manual 2010 5 08 Quick Documents Document Library In the same way as the quick image function described above the ribbon includes a feature to uploa
55. priviliges and a more advanced knowledge of SharePoint Connecting to a Discussion Board The Wiki Extensions for Microsoft SharePoint allow you to connect discussion boards with wiki articles This means that each wiki article gets its own discussion thread allowing users to discuss an article without editing the article itself This is especially useful if you are working with permissions and want to keep the numbers of authors low as it allows visitors to point out mistakes or areas of improvement without giving them rights to edit articles directly The connection between the wiki articles and the discussions should be established first in the wiki settings Simply click on the link Discussion Board and either create a new discussion to connect to the wiki or choose an existing one This works in the same way as choosing a document library Displaying the Discussion in a Standard Wiki Once you have connected the discussion library you will obviously want to display this with your article In this way users will be able to see the discussion that is taking place regarding the article Author Steven Greenhill Date 04 20 2012 12 59 09 Page 95 Wiki User Manual 2010 The first point to note is that instead of using a separate discussion web part we simply modify the display properties of our navigation webpart Simply add the navigation web part to the page e g manually or using our auto webparts feature Then edit the web
56. pter 1 3 Subchapter 2 Second Chapter Author Steven Greenhill Date 04 20 2012 12 59 09 Page 98 Wiki User Manual 2010 2 1 Subchapter 2 2 Subchapter Please note that the Wiki Tree is not a web part Instead it must be implemented into the masterpage or into a page layout Enterprise Wikis only This is what it looks like if embedded just above the quick launch Support Test Site English Lorem ipsum dolor sit amet cons tur adipiscing elit nec pharetra nisl eu tortor tincidt 1 Home s est ac null utp lis c faucibus bibendum sollicitudin 1 1 1 d 2 How To U his Lib semper Nunc nec nisl a nulla ves i et dignissim eu ut ipsum Donec 4 m odo nunc ut h it nibh juste Recently Modified In dictum lectus ut dui dic et ipsum at nibh consequat s abc massa mollis lectus ut vehicula risus molestie id sollicitudin def uris quis blandit ante convalli How To Use This Library Jt semper mollis aliquam U Home If you are using the Enterprise Wiki then we recommend using the page layout we have provided This works in the same way as for discussions and is explained in Enterprise Page Layouts so you can follow the instructions in that article The page layout itself can also be found on that article If you are not using Enterprise Wikis then you will have to embed the wiki tree into a masterpage You can download a sample here The relevant content is lt Register TagPrefix bbwikiuc Tag
57. querying the server for events that have taken place According to the setting s you choose the auto linking system will wait for the following certain trigger events before carrying out its task Author Steven Greenhill Date 04 20 2012 12 59 09 Page 73 Wiki User Manual 2010 Upo As soon as a new article is created the system will search all the existing entries for its n insert title and will generate wiki links on those pages Upo Every time an article is saved the system will search through the text for any keywords that it already knows update Upo When an article is deleted the system will search through the other articles and delete n references to the deleted item The text itself will remain in these pages but they will no deletion longer be marked as hyperlinks Please note that these changes do not generate a new version and so there is no need to go through approval processes before the changes go live Author Steven Greenhill Date 04 20 2012 12 59 09 Page 74 Wiki User Manual 2010 5 16 Wiki Reports Wiki Reports The wiki reports offer you a quick way of monitoring incoming and outgoing links within your wiki library First of all please make sure that you have activated the feature Now switch to the All Pages view and click on Wiki Reports in the group BlueBridge Wiki in the Documents tab BILD WIKI REPORTS Library Tools V 02010 Administrator A Browse Library a New
58. r Steven Greenhill Date 04 20 2012 12 59 09 Page 15 Wiki User Manual 2010 3 2 Exprt multiple pages Export Multiple Pages Of course one of the main uses for the export feature is to produce large documents encompassing many pages This is especially true for specifications and technical documentation Click on PDF Overview in the ribbon SiteActionsy PF Browse Format Text Insert P E Page History gt Export this page E i J D La O 1 Page Permissions s a s nd R PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library View All n Properties Page x Delete Page Link Homepage Links Settings Permissions Pages Edit Manage Share amp Trach Page Actions Page Library BlueBridge Wiki Alternatively you can first switch to the library view by clicking on View All Pages in the ribbon You will then also see an option to export content Library Tools Documents _py Check Out E mail a Link v H 1 _fy Check In 5 gt gt a Edit Edit Workflows Publish PDF r Document s Discard Check Out operties Properties gt lt A overview Open amp Check Out Manage Share amp Trach Copies Workflows BlueBridge Wiki Type Name Modified By Modified Created By amp Home Y SP2010 Administrator 10 15 2010 2 14 PM SP2010 Administrator l Table of Contents Demo SP2010 Administrator 9 1 2010 4 52 PM SP2010 Administrator l How To Use This Library Y SP20101
59. rather than our auto webparts The first step is the same as with standard wiki libraries and is described at the top of this article You will need to connect a discussion board to your wiki library You will then have to upload and activate a page layout to include the discussion webpart You can either do this by installing this solution and activating the relevant site collection feature you will need to ask a server administrator to do this for you or by following the manual steps explained on Enterprise Page Layouts Author Steven Greenhill Date 04 20 2012 12 59 09 Page 97 Wiki User Manual 2010 6 6 Showing the Wiki Tree Displaying the Wiki Tree The BlueBridge Wiki Extensions offer you two new ways of navigating through your articles Both of these methods require you to use the Wiki Fields feature first of all as this is needed to assign chapter numbers to your articles If you only have two levels of hierarchy then you should use the navigation webpart An example of a two level hierarchy is 1 First Chapter 1 1 Subchapter 1 2 Subchapter 1 3 Subchapter 2 Second Chapter 2 1 Subchapter 2 2 Subchapter If however you have a more complicated hierarchy with multiple levels you will need to use the wiki tree A multi level hierarchy might look something like this 1 First Chapter 1 1 Subchapter 1 1 1 Sub Subchapter 1 1 1 1 Sub Sub Subchapter 1 1 1 2 Sub Sub Subchapter 1 1 2 Sub Subchapter 1 2 Subcha
60. rator ta 2 1 m Sy omt Connect to Customize Settings Settings Office ss Library nnect amp Export BlueB Modified Created By Created 2010 10 05 4M Y SP20101 Administrator Helpers Export a Add Wiki Fields Auto Webparts a Reference Folders a Auto Linking a Default Settings Page 42 SP2010 Administrator 8 20 20 which will be explained in this Administration a Wizard Wiki User Manual 2010 5 01 Import Add from Template Import Add from Template e ie Choose a template List Templates Wiki_Demo Import Cancel The idea behind this feature is a company wide template for wiki content This could be very useful for example in the area of project documentation that has to be carried out across the board in compliance with a particular methodology You can create a template library which already includes the necessary articles in the right structure as well as the template content for each article Each time a new project is started you can draw from this template in order to prepare the documentation for that project ensuring that a uniform structure is used within your organisation The BlueBridge Wiki Extensions offer you two ways of doing this e Import from the root site that is from a wiki library in the top level site recommended Import from an external source that is from a wiki library that is located on any SharePoint site they still ha
61. rding to the Styles used within the document e g Heading 1 Heading 2 and updates itself automatically To start click on the icon for the Table of Contents SiteActionsy f M Browse 3 a4005S 20m 28993 Table Picture Quick Upload Links Quick Web Existing New Snippets Table of Emoticons Mixed Keyboard Image File Document Part List List X Contents X X r Tables Media Links Web Parts Snippets Toc Galleries While editing the article the Table of Contents is displayed using a small placeholder graphic Heading 1 AAAAA As soon as you click on OK you will return to the View Mode and the Table of Contents will be automatically generated Please note that the Table of Contents cannot be edited manually it is always based on the styles used in the article The image below shows how the Table of Contents is generated Author Steven Greenhill Date 04 20 2012 12 59 09 Page 35 Wiki User Manual 2010 Table of Contents Heading 1 44444 Heading 2 411111 Heading 2 422222 Heading 1 BBBBB Heading 2 B11111 Heading 2 B22222 Heading 1 CCCCC Heading 2 C11111 Heading 2 C22222 Heading 1 AAAAA top A11111 top Heading empor felis os h augue pien at lorem dictum Lorem ipsum dolor feugiat orn diam etur adipiscing aptent taciti ngue id turpi squ ad litora torquent per conubia no per inc himen Jam imperdiet vulputate magna sit amet euismod Nam tempo rra fringilla t por
62. rposes and in order to offer you the highest level of flexibility the BlueBridge Wiki Extensions provide a series of standard images to be used in your articles For example you might want to decide on certain graphics that can be used across a department to indicate Priority 1 or Warning When you activate the Galleries feature then three new menus appear in the ribbon These include logos for smileys keyboard buttons and mixed Simply click on the icon to add it to your wiki article ne 4800 B8 RARA Upload Links Quick Web Existing New Snippets Tableof Emoticons Keyboard File X Document Part ist List Contents Y Links Web Parts Snippets Toc Q J Welcome to your wiki library You can get started and add content to this page by clicking Edit at the top of t Library 1 Tritt Author Steven Greenhill Date 04 20 2012 12 59 09 Page 37 Wiki User Manual 2010 4 6 Customising the Galleries Customising the Galleries It is possible to customise the galleries in order to add images that are relevant to your organisation or to limit the number and variety of images available This can only be carried out by a server administrator Navigate to the following path on the server C Program Files Common Files Microsoft SharedWWeb Server Extensions 14 TEMPLATE LAYOUTS BlueBridge Wiki galleries You will find three folders here one for each of the three galleries If you open one of these you will find a number of G
63. rrent sorting of the chapters including gaps Author Steven Greenhill Date 04 20 2012 12 59 09 Page 66 Wiki User Manual 2010 Method 2 Chapter reorganization Start chapter 1 2 Please enter a start chapter if you want to renumber the complete Define a start cha pter tree leave this field empty H Start chapter 1 2 New chapter number empty New chapter number Please enter the new chapter If the start chapter is emtpty this value Leave this field empty is ignored Leave this field empty if you want to keep the nuimber of the start node unchanged EC ea E Start chapter 1 3 New chapter number 2 When reorganizing a chapter all the subchapters of that will be renumbered This is based on the current sorting order of the given chapter Author Steven Greenhill Date 04 20 2012 12 59 09 Page 67 Wiki User Manual 2010 Modus 3 Move chapter Start chapter Please enter a start chapter if you want to renumber the complete tree leave this field empty ea ES Start chapter 1 2 New chapter number empty Define a start chapter New chapter number Please enter the new chapter If the start chapter is emtpty this value is ignored Leave this field empty if you want to keep the nuimber of Define a new chapter number TR Author Steven Greenhill Date 04 20 2012 12 59 09 Page 68 Wiki User Manual 2010 When moving chapters the selected chapter
64. s on this list require content approval Your submission will not appear in public views until approved by someone with Proper rights More information on content approval Content Type Page Layout Page Layout is a system content type Ww Resources feature All page layouts will have Layout added created by the Publishing ao templates from Page Name EnterpriseWiki_discussions aspx Title ContentType Description PageLayout Contact amp uu Preview Image Veb address Click here to test Hidden Page m Associated Content Type e E Page Layout Content Types Ea Associated Content Type Enterprise Wiki Page Content Type Name rise Wik Enterprise ki Paqe Description Enterprise Wiki Page is the default content type for the Enterprise Wiki site template Provides a basic content area as well as ratings and categories Step 2 Publish and Approve Page Layout Newly uploaded page layouts are not immediately available for us You must first publish and approve them Click on the new page layout and select Publish a Major Version you can do this in the context menu or in the ribbon note that you can only publish one item at a time Author Steven Greenhill Date 04 20 2012 12 59 09 Page 103 Wiki User Manual 2010 EnterpriseWiki_discussions aspx 6 16 2011 2 05 PM View Properties 6 16 2011 2 06 PM Edit Properties 7 16 2010 1 58 PM Edit in Microsoft SharePoint Des
65. s saves you time and effort later Step 2 Choose template Navigate to the wiki where you would like the template pages to appear the target library Note that you have to create the wiki library first the import function imports the pages not the library itself You should also run the Configuration Wizard and if required activate the wiki fields in the target library before proceeding Author Steven Greenhill Date 04 20 2012 12 59 09 Page 45 Wiki User Manual 2010 In your target library open the Wiki Settings and click on Choose template lists Now the system will read from the root site to see which wiki libraries are available on the top level site You may want to save a number of wiki templates on the root site for different purposes e g one template for documentation one for specifications and another for training catalogues If this is the case then you will of course have a number of possible wiki libraries to choose from We generally recommend selecting only one wiki library although in some cases it is helpful to import several templates into the same library Choose one or more lists Choose wiki template lists Please ensure that all users have access to iS Pages these wiki pages sue Pages Y Wiki_Demo Step 3 Import Wiki pages Return to the Wiki Settings and select Add from Template he Choose a template List Templates Wiki_Demo Import J Cancel The templates that you defi
66. s you added them The additional wiki fields are activated in this library You can remove the added wiki fields Remove Viki Fields Now you can enter chapter numbers and titles for each wiki page Ww k da Bi a Copy Save Cancel Paste x Item Commit Clipboard Actions Name introduction aspx Chapter pase oo O Sets a chapter Chapter Title Introduction Sets a chapter title Open this Web Part Page in maintenance view to delete problem Web Parts and remove personal settings Open Web Part Page in maintenance view Cancel Author Steven Greenhill Date 04 20 2012 12 59 09 Page 61 Wiki User Manual 2010 These can then be used in conjunction with the navigation webpart to create a clickable table of contents Navigation Ch Title ENE Descrit tom Advanced Options Events Enable The event receivers ensures that the users enters with wiki chapters in correct format x y z for sorting and filtering If enabled Check if Chapter already exists Automatically reorganize pages on insert update and delete F Enable Field Details Chapter Field Change the edit status of the field Standard Standard allows always editing Read Only allows only editing in the Read Onl new form Hide In Edit Form prevents the user change data in the DS edit form but allows edit in datasheet or other tools Hide In Edit Form Chapter Title Field If the event handler has been activa
67. se images that are already in SharePoint or on the internet Click on From Address to enter the URL manually or via Copy amp Paste You should do this when the images are not to be found in the same SharePoint site this is often the case with logos that are stored in central marketing libraries Author Steven Greenhill Date 04 20 2012 12 59 09 Page 30 Wiki User Manual 2010 Alternatively you can include images that are already in your Wiki image library by clicking on Image Gallery Galleries If you have activated the gallery toolbars then you will find these in the ribbon These allow you to add smileys and icons showing keyboard keys Author Steven Greenhill Date 04 20 2012 12 59 09 Page 31 Wiki User Manual 2010 4 3 Documents and Links Documents and Links Documents work in much the same way as images which in most cases means that they must be uploaded to SharePoint first The BlueBridge Wiki Extensions speed up this process Upload Documents The easiest way to upload a document is by using the command Quick Document Find the document on your computer and click on OK In this way the document will automatically be uploaded to the pre defined document library and a link placed in the article SiteActionsy MP Browse Format T Insert Table Picture Quicl PEIA Links Web Existing New x Image ile Document Part List List Tables Media Links Web Parts If you have
68. sl Site columns id 1 Site content types Master pages Ej ga Site Administration Regional settings Language settings Site libraries and lists Manage site features Reset to site definition Delete this site Site Web Analytics reports Site Collection Web Analytics wg User alerts raises RSS Search and offline availability x r i Sites and workspaces E j Reporting Services workflow settings Manage Shared Schedules Related Links scope settings Reporting Services Site Term store management Settings gt Site Collection da Administration Go to top level site settings Author Steven Greenhill Date 04 20 2012 12 59 09 Page 6 Wiki User Manual 2010 Activate the feature BlueBridge Wiki Extensions BlueBridge Wiki Extensions Er O Deactivate Adds Export Import and Navigation to your wiki This feature works independently from activating the wiki fields Author Steven Greenhill Date 04 20 2012 12 59 09 Page 7 Wiki User Manual 2010 2 2 Gallery Toolbar Activating the Gallery Toolbar In order to provide you with more flexibility in creating different types of wikis the Wiki Extensions provide you with a variety of icons and miniature graphics to support your wiki articles For example smileys can be used to visually describe the status of a server and keyboard button graphics can make user manuals more visually appealing and easier to understand The galleries can be acti
69. t Clipboard Font Paragraph Styles Layout Note that the Wiki Extensions allow you to disable some of these features in the Wiki Settings For example you can disable the user s ability to select font sizes to help ensure a standardised format for your articles Author Steven Greenhill Date 04 20 2012 12 59 09 Page 28 Wiki User Manual 2010 4 2 Images Images The BlueBridge Wiki Extensions for SharePoint 2010 offer you a number of ways to add images to your articles Let s take a closer look at the two options in the group Media Quick Image amp Picture Upload The easiest way to upload images is by clicking on Quick Image SiteActionsy EE Browse Format T Insert Pictur X Quick Image m p 4 S 1 4 snipp caen Emoticons Mixed Keyboard ot X Table Upload Links Quick a Exis Eng File Lis Document Part Tables Links Web Parts Snippets Toc Galleries Browse your computer for the relevant image and then click on Upload to save the image to the pre defined library Note Before you use this feature you will have to configure the image library in the Wiki Settings This must only be performed once A dialogue box will appear in which you can define whether you want to overwrite images with the same name or whether images should automatically be posted as thumbnails This is particularly helpful because it stops large graphics from taking up too much space on the screen Instead a mi
70. t X Contents X Tables Media Links eb Parts Snippet Toc Galleries Categories Web Parts About the Web Part Navigation e wiki list or another list in this wiki with XSLT Gi Content Rollup i ij Filters i Forms EI Add Web Part to Rich Content z so cms Author Steven Greenhill Date 04 20 2012 12 59 09 Page 82 Wiki User Manual 2010 Or by using the auto webparts feature How to Structure your Libraries Here are a few tips on making sure that your articles are displayed properly in the navigation webpart Divide your articles into chapters and sub chapters don t forget to add the wiki fields first Chapters should be in the format 2 and 3 don t forget the dot after the number Sub chapters should be in the format 2 1 and 2 2 you don t need an extra dot here If you have more than 9 chapters or subchapters you should add a zero at the start e g 02 and 03 for the chapters and 2 01 or 02 01 for the sub chapters Articles without chapter numbers will not be displayed in the navigation list This can be useful for descriptions and definitions that are useful if the users want to find out more information but do not need to be included in the hierarchical navigation structure Formatting the number in the column Chapter is important so that the right chapters are opened and closed at the right time For example if you are navigating around the chapters 4 4 1 and 4 2 t
71. te one of these GIFs on the server then the HTML tag within the article will obviously no longer be able to find the image and an image not found error will be displayed You should therefore only do this if you are sure that these images are not used anywhere Make sure that users have read permissions on both the folders this is the case by default and also the individual files that you copy manually Depending on how you transfer the GIFs to the relevant directories their permission levels may automatically be adjusted Author Steven Greenhill Date 04 20 2012 12 59 09 Page 39 Wiki User Manual 2010 We do not generally recommend manually customising the galleries for the reasons given above However if the business case requires it then try to make sure that any changes are made as early as possible so as not to cause difficulties with existing articles Remember also that all changes apply to the whole server Author Steven Greenhill Date 04 20 2012 12 59 09 Page 40 Wiki User Manual 2010 5 Wiki Settings Wiki Settings The Wiki Settings can be accessed by clicking on Page Library Settings in the ribbon SiteActionsy TS Format Text Insert 14 2 Page History a gt 3 Export this page Ha 2 A S B L anea Page Permissions a 7 S Ge PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library View All ES roperties Page x Delete Page Link Homepage Links Settings Permiss
72. ted then the system will check to see whether the chapter numbers have been formatted correctly e g 1 and 1 1 You can then choose whether to check for articles that already exist with the same number and or decide whether to automatically update chapter numbers when you add edit or delete articles You can also decide when the wiki fields can be edited The standard value treats the wiki fields like normal SharePoint columns meaning that anyone who can edit the item can also edit the wiki fields Setting this option to read only means that the Author Steven Greenhill Date 04 20 2012 12 59 09 Page 62 Wiki User Manual 2010 wiki fields can be set when creating the article but otherwise are not visible on the edit form If you set the value to not in edit form then they re removed completely from the edit form You can however still set the values in the datasheet view or by using other tools Author Steven Greenhill Date 04 20 2012 12 59 09 Page 63 Wiki User Manual 2010 5 12 Reorganize Chapters Reorganize Chapters The feature reorganize chapters allows you to renumber the wiki articles in your library This is particularly helpful for large structured libraries as it means that you do not have to renumber pages manually when structural changes are made e g articles created or deleted From a technical point of view the reorganization is based on the column Wiki Chapter technical name WikiChapter wh
73. thor Steven Greenhill Date 04 20 2012 12 59 09 Page 111 Wiki User Manual 2010 8 Glossary This list should help you understand some of the abbreviations we have used in this document SPS SFS WSS MOSS Editor Webpart URL SDK API SP IIS XSLT XSL FO Author Steven Greenhill Date 04 20 2012 12 59 09 SharePoint Server 2010 roughly equivalent to MOSS 2007 SharePoint Foundation Services 2010 roughly equivalent to WSS 2007 Windows SharePoint Services 2007 Microsoft Office SharePoint Server 2007 The toolbar allowing you to edit articles e g by making text bold or italic Area of webpage that can be used to display certain types of information Uniform Resource Locator or web address Software Development Kit documentation examples and tools for development Application Programming Interface Service Pack Internet Information Server XML Stylesheet Language Transformation XMS Stylesheet Language Formatting Objects Page 112 Wiki User Manual 2010 CSS Cascading style sheets Author Steven Greenhill Date 04 20 2012 12 59 09 Page 113 Wiki User Manual 2010 8 1 Version Number Locating the Version Number To access the version number you will have to enter the Wiki Settings by clicking on Page Library Settings in the ribbon SiteActionsy OS Format Text Insert 34 2 Page History a gt 3 Export this page a o D Ala S Q L anea Page P
74. thor Steven Greenhill Date 04 20 2012 12 59 09 Page 26 Wiki User Manual 2010 4 Extended Editor Extended Editor Microsoft has improved the wiki editor greatly in SharePoint 2010 so that a number of features are now available out of the box The extra features in the BlueBridge Wiki Extensions have been designed to fit into the new editor seamlessly so that these can be opened directly from the ribbon Most of the BlueBridge features can be found in the tab Insert AI TN TC O Format Text Insert Hl a mi MA mi y Cut j T Verdana m Bpt gt z a T4 A A H nS 5j Copy JL Styles Text Save amp Close Check Out Paste B Z U tex x Y A AD ERF Y ayout Wh 1h I Undo Edit Clipboard Font Paragraph Styles Layout Follow the links below to find out more detailled information about these features e Basic Formatting e Uploads und Links e Vordefinierte Formatierungen Author Steven Greenhill Date 04 20 2012 12 59 09 Page 27 Wiki User Manual 2010 4 1 Basic Formatting Basic Formatting The basic formatting options can be found in the tab Format Text and encompass Microsoft s standard formatting options Note that the features provided by Microsoft are not described in this user manual TI TN A Format Text Insert y cut E B Verdana vi apt 77 W A Copy Save amp Close Check Out Paste B Z U aex A A come X FE Ay Styles Text Layout Undo Edi
75. tivate the reference folders if you are using the document and link webparts so that each article will have its own document or link list rather than sharing the list with all the other articles in the library Open the Reference Folders option in the Wiki Settings and you will see a list of libraries that can be activated for this purpose Choose list s to mark as Reference Folders Choose the SharePoint lists in which subfolders should be automatically Mark as Reference Folder Unmark as Reference Folder generated for each new wiki page s fs gt e e Announcements e SharePo ists on the le ca e marked as Reference Folders The SharePoint lists on the left can be marked as Reference Folders Calendar Customized Reports The SharePoint lists on the right have already been selected to include Form Templates reference folders Click on them to deselect this option in these lists Shared Documents Site Assets Snippets Style Library Tasks Team Discussion teslib Use the CTRL button to select multiple lists Note Activating the reference folders option changes how Quick Images and Quick Documents work Such files will no longer be stored in the root of the library but rather in separate folders according to which wiki page they are connected to When creating a new page the files and images that are in the root library will automatically be moved to the relevant folder by an event handler Author Steven Greenhil
76. to be on the same server Click on Add from Template and you will see the following Configuration Templates Choose a template k gt id C Project Small List Templates CO wiki Import Cancel Templates that are on the root site are displayed here under List Templates whereas templates that have been configured by your server administrator as listed as Configuration Templates If you choose one of the configuration templates then all the articles in that library will be copied and pasted into the target library We recommend running the Author Steven Greenhill Date 04 20 2012 12 59 09 Page 48 Wiki User Manual 2010 Configuration Wizard and if required activating the wiki fields in both the source library and the target library before proceeding This saves you time and effort later Warning Pages with the same name will be overwritten without warning Non SharePoint Sources If your wiki content is located outside of your SharePoint environment e g Microsoft Word a completely different SharePoint server or MediaWiki then please contact us We have experience in porting wiki content including images from one system to another and would be happy to assist you Note however that this would occur within a project framework and should only be undertaken for mid sized to large wikis Author Steven Greenhill Date 04 20 2012 12 59 09 Page 49 Wiki User Manual 2010 5 04 Configuration Wizard
77. ttitor arcu sed vehicula metus tempus id Nam mollis nulla ttis felis magna a justo Donec diam elit tincidunt eget adipiscing congue et turpis o leo sed volutpat Maecenas id vulputate nisi Integer varius dapibus lacus quis gravida In turpis libero auctor eu el eros top Heading 2 vitae iaculis vel arcu Nulla eu risus id velit faucibus Curabitur eu erat ut augue dignissim luctus Nullam lectus sapien aliquet in accumsa vehicula dictum at nulla Nunc tempus pellentesque elementum Suspendisse adipi g commodo ipsum ut la Sed pl rat dictum lorem sed comm Fusce auctor e u laoreet pellentesque ri leo posuere ipsum id euismod turpis orci et ipsum Etiam ultricies massa in aliqu s neque tortor ti unt urna in rutrum dolor metus eu dui Vestibulum adipi 19 feugiat condimentum Proin in sum nisi Pra nt iaculis tortor loborti celerisque tristique ae bibendum a s Pellentesq abitant morbi tristiqu d libero ac erisque sapien suscipit vel Note Although documentation is often structured as e g 1 1 1 1 1 1 the Table of Contents refers only to the styles used the HTML tags lt h1 gt to lt h4 gt We therefore recommend mapping these heading styles to your document structure and not using them for anything else Author Steven Greenhill Date 04 20 2012 12 59 09 Page 36 Wiki User Manual 2010 4 5 Gallery Toolbar Gallery Toolbar Wikis are often used for different pu
78. ture Name Status BlueBridge Wiki Fields i A Activate dds chapter fields to your wiki Author Steven Greenhill Date 04 20 2012 12 59 09 Page 13 Wiki User Manual 2010 3 PDF Export PDF Export The PDF Export feature in the BlueBridge Wiki Extensions can be used in many scenarios and are particularly useful for documentation and specifications e Export current page e Export multiple pages e PDF Export Settings Editing PDF Layouts Author Steven Greenhill Date 04 20 2012 12 59 09 Page 14 Wiki User Manual 2010 3 1 Export this page Export Current Page Navigate to the tab Page in the ribbon and you will see an option to Export this page SiteActions PP Browse Format Text Insert mm N a Page History f gt Export this page W Loy rara 2 A A a dz paana B Page Permissions gt wt PDF overview Save amp Close Check In Edit Rename E mail a Make Incoming Library Library View All x Properties Page x Delete Page Link Homepage Links Settings Permissions Pages Edit Manage Share amp Track Page Actions Page Library BlueBridge Wiki Pressing this will export the current page only Note By default a title page is exported in addition to the page itself This can be useful for longer pages where you would like a title page to help explain the contents of the article If you want to disable this option you can do so in PDF Export Settings See also Export multiple pages Autho
79. ually for you Please send them this link Wiki Webparts Once in the webpart gallery you can either add the webparts manually see Navigation webpart for more information or by using the auto webparts feature The document webpart will then show you which documents are linked to the article the link webpart works in the same way but in the interests of simplicity only the document webpart will be shown in the screenshots below Documents Type Name T Fabrikam docx Add new document Author Steven Greenhill Date 04 20 2012 12 59 09 Page 88 Wiki User Manual 2010 You can add new documents and links by clicking on Add new document or link at the bottom of the web part If you have activated the reference folders option then the documents will be uploaded into the relevant subfolder for the current article Documents Type Name e Fabrikam docx Add new document Choosing the Library By default the document webpart looks for documents within a library called Documents Unfortunately we cannot configure the webpart out of the box so that it reads the Wiki Settings to find out which document library has been linked with the wiki library That means you will have to make a few small manual changes if you want to use the web part on document libraries that are not called Documents Step 1 Add Webpart Find a wiki article and add the web part in the usual way This is described here Once you upload
80. uthor Steven Greenhill Date 04 20 2012 12 59 09 Page 90 Wiki User Manual 2010 in the web part settings so you can use it again and again For more information on how to implement the auto webparts feature please click here This same procedure can of course also be used for the links webpart Author Steven Greenhill Date 04 20 2012 12 59 09 Page 91 Wiki User Manual 2010 6 4 Changing the Wiki Layout Changing the Wiki Layout Please note that Enterprise Wikis work differently to standard wikis These are both described below Standard Wikis Standard wiki pages in SharePoint are essentially web part pages that have a single web part zone The wiki content is then displayed in that zone In most cases you will not notice this as the content is simply shown on the page Of course you can also add web parts directly to your wiki articles so that they can be placed flexibly within that article However this is very time consuming if you want the same web part to appear on all your articles For this reason we offer the Auto Webparts feature which allows you to automatically add a specific web part to new articles within the wiki library This is especially useful with the navigation webpart or if you want to display discussions so that users can navigate quickly between articles The problem here lies in the fact that the webpart is then automatically added to the end of article which is not ideal with longer articl
81. vated as a website feature note that all three galleries are activated together Open Website actions site settings and then click on site settings Ma Galleries a Site columns i 18 Site content types Master pages Li User alerts RSS Search and offline availability Sites and workspaces workflow settings Related Links scope settings Term store management Site Collection Administration Go to top level site settings Author Steven Greenhill Date 04 20 2012 12 59 09 Users and Permissions gd People and groups Site permissions Site Administration Regional settings Language settings Site libraries and lists E Sa Look and Feel Title description and icon Quick launch Top link bar Tree view Site theme anage site features Reset to site definition Delete this site Site Web Analytics reports Site Collection Web Analytics reports Reporting Services Manage Shared Schedules Reporting Services Site Settings Page 8 Wiki User Manual 2010 And then click on the appropriate feature to activate it BlueBridge Sample Ribbon Galleries o a Deactivate Once activated new commands will appear on the ribbon when editing articles t Adds the BlueBridge sample galleries to the More information about this can be found under Gallery Toolbar Author Steven Greenhill Date 04 20 2012 12 59 09 Page 9 Wiki User Manual 2010 2 3 Wiki Reports Activating t
82. ve to be on the same server though Tip If you want to import from an existing wiki library you should run the Configuration Wizard and activate the wiki fields on both the source and the target libraries Author Steven Greenhill Date 04 20 2012 12 59 09 Page 43 Wiki User Manual 2010 before performing the import This will cust down on the amount of manual editing required after importing Please note that this functionality is not supported by the Enterprise Wiki and will only work with standard Wiki libraries Author Steven Greenhill Date 04 20 2012 12 59 09 Page 44 Wiki User Manual 2010 5 02 Import from the root site Import vom Root Site This is the simplest method for re using content in different projects Set up a wiki library on the root site and this can be used as a template for other sites in the same site collection This source library must be located in the top level site Anyone performing an import needs at least view permissions on the template library in the root site Step 1 Create Template Navigate to the root site top level and create a wiki page library Separate Wiki sites and Enterprise Wikis are not recognised by the import tool Note e You do not have to give this library a specific name all wiki libraries on the root site are recognised e We recommend running the Configuration Wizard and if required activating the wiki fields in the source library before proceeding Thi

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