FlexTemplate-Poster (SharePoint 2003)
From ctowiki
| This page has not been reviewed for accuracy with SharePoint 2007, it reflects SharePoint 2003 information. |
Contents
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Browser Choice
These instructions assume that you are using Windows Internet Explorer Internet Explorer Browser version 6 and up. Internet Explorer is the browser recommended by Microsoft for use with SharePoint. You can use other browsers and achieve similar results but, if you do, expect to have a different experience than what is described in these instructions. Some SharePoint tools do not work correctly in other browsers. In the future we intend to write instructions for Firefox, and Safari browser users.
Creating a poster
1. Click on "My Workspace Sites" in the right-hand margin of your MySite Home page.
2. Click "Create" on the "Sites and Workspaces" page.
3. On the "New SharePoint Site" give your poster a title and description. The title will appear in the top left-hand corner of the poster and the description will appear to the right of the poster title in "My Workspace Sites".
4. Enter the last part of your poster's address in the window to the right of "Web Site Address"
5. Decide what permissions you want to give to your poster. You will be more likely to get feedback from others if you leave the default settings: use the same permissions as your parent site.
6. Click "Create" at the bottom of the page.
7.The next page "Template Selection" allows you to choose the template for your poster. Select the appropriate poster template from the list of templates, in the window under "Template". Read the description under "Select a template" if you are unsure.
8. Click "OK" at the bottom of the page.
9. Congratulations! You have created your poster.
10. You can now navigate back to your homepage by clicking on the link "Up to [your name here] " in the upper right-hand corner of the page.
11. You should now see a link to your new poster under "My Workspace Sites"
Editing Your Poster's Title Bar
1.Click on "Modify Shared Page" in the upper right-hand corner of the home page.
2.Click on "Modify Shared Web Parts" from the drop-down menu.
3.Click on "Web Part Page Title Bar" from the new menu.
4. Enter your new title in the textbox under "Title".
Adding content to the poster page
1. First select the "Home" tab in your poster.
2. In the upper right-hand corner of the page click "Modify Shared Page">"Add Web Parts" >"Browse". This will open a "Web Part List" in the right-hand margin of the page.
3. This will open a window that allows you to add content to your poster. Unfortunately the entire page cannot be shown here. It contains different zones—Header, Left Column, Right Column, and Footer—to which you can add items from the “Web Part List” in the right-hand margin. If you are using Internet Explorer on a Windows machine you simply drag and drop one or more web parts to the zone of your choice.
4. Drag and drop web parts from the "Web Part List" into the appropriate zones of your poster. You can drag multiple web parts into each zone. To remove a web part simply click on the down-arrow at the right of the web part, then select "close".
5. After you have added web parts to the zones of your choice, click “Home” in the upper left-hand corner of the page to return to your poster.
Adding and editing a content editor web part
One web part that you will probably use frequently is the "Content Editor Web Part". It allows you to easily add and format text and images.
1. First drag a "Content Editor Web Part" from the Web Part List into a column of your poster (See "Adding content to the poster page" above).
2.You will notice the middle column already has a content editor web part titled “Getting Started”. After you have added web parts to the zones of your choice, click “Home” in the upper left-hand corner of the page to return to your poster.
3. To edit the content editor web part click the down-arrow at the right end of the title bar and select "Modify Shared Web Part". This will open content editor tools in the right hand margin of the page.
4. Click the "Rich Text Editor" button in the right-hand margin of the page to enter formatted text and graphics.
In the editing window you can add and edit text and images using the formatting tools in the toolbar. You can also copy formatted text from Microsoft Word and paste it directly in the text window. Once you have finished remember to select "Save" in the bottom right-hand corner of the editing window.
Adding Text to a Content Editor Web Part
Adding Text to a Content Editor Web Part using Internet Explorer
1. In Internet Explorer you simply cut and paste text from a Word document directly into the rich text editing window, then select "Save" in the bottom right-hand corner of the window.
Adding Text to a Content Editor Web Part using a Firefox browser
1. Save the text of your Word document as a web page by choosing "File" from the toolbar, then "Save as a Web Page"
2. View the HTML Source of the Web Page by choosing "View" from the toolbar, then "HTML Source"
3. Select the HTML and copy.
4. Open the editing window for the Content Editor Web Part that you want to add text to by clicking on the down arrow at the right-hand side of the Content Editor Web Part toolbar.
5. Next, click on "Modify Shared Web Part" in the right-hand margin of the page.
6. Paste the html into the text window in the right-hand margin, then click "OK"
Adding Images to a Content Editor Web Part
The instructions below describe how you can upload images to your site's image library and then link to those images from content editor web parts.
Adding Images to the Shared Picture Library
1. Click on the "Resources" tab at the top of your poster.
2. Click on "Shared Picture Library " to open.
3. Click "Add Picture" in the toolbar.
4. Click the "Browse" button and navigate to the image on your computer.
5. Find the image that you want to upload, click on it, then click "open" in the bottom-right corner of the choose file window.
6. Click on the "Save and Close" button to save the image to the library.
7. To edit the title or description of your image click on the image and then click on "Edit Properties". Be sure to click "Save and Close" in the upper toolbar to save your edits.
Adding an Image from the Shared Picture Library to Your Poster
To do this you must first get the url of the image in your shared picture library that you want add to your poster. To do this:
1. Navigate to your shared picture library by clicking on the "Resources" tab at the top of your poster.
2. Then Click on the "Shared Picture Library" link in the toolbar.
3.Next, click on the image that you want.
4. A window will open with details about your image. In this window, across from the word "Name", is the title of your image as a link. Click on this link.
5. This will bring you to a simple page that contains the url of the image in the address bar. This is the url you will add to your poster. Copy and save the url for the next step.
6. Then access and edit the "content editor web part" of your choice. If you have forgotten how to do this re-read "Adding and editing a content editor web part" above.
7. Open the "Rich Text Editor" and click the "insert image" button in the toolbar.
8. Add the url of the image that you saved earlier to the textbox to the right of "Picture Source", then click "OK".
The image should now be present in the content editor web part.
Wrapping Text Around and Image
To wrap text around an image select either left or right from the "alignment" drop-box as you add the image url. If you choose "Left", the image will be align to the left and the text will wrap around the right side of the image. If you choose "Right", the image will align to the right and the text will wrap around the left side of the image.
Adding a Caption to an Image
In order to add a caption to an image you must first create a table, give the table a caption, then add an image to the table.
1. Add a table to the content editor web part by first clicking next to the text in the content editor where you would like to add a table, then click on the insert table button.
2.Next, add the following settings to the insert table dialog box. You can play around with the settings to suit your purposes. For example, you can choose "right" or "left" as the "align" setting depending on your preferences. If you choose "right" the picture will be positioned to the right with text wrapping around the left-hand side; if you choose "left" the picture will be positioned to the left with the text wrapping around the right-hand side. The width setting will depend on the size of your image. The "border" setting is 0 in this example. It can be set at a number greater than zero but this will make the table border visible. When you have added all of the settings click "OK".
4. Next, click just below your caption in the content editor web part and insert an image. Refer to the instructions for "Adding an Image from the Shared Picture Library to Your Poster" if you need help.
Adding Resources to Your Resources Page
Adding documents
1. Click on the "Resources" tab in the top left-hand corner of your poster. This will open the resources page.
2. Click on "Supporting Documents" to open the document library.
3. On the "Supporting Documents" page select "Upload Document" in the toolbar.
4. Click the "Browse" button and navigate to the document on your computer.
5. Select or open the document. Write a short description in the "Description" text window.
6. Click on the "Save and Close" button to save it to the library. As you do this you will be prompted to add additional information about the document into text windows titled "Significance”, "Notes", "Semester", and "Year". This information is useful in different ways: it can help to contextualize the document and make its significance apparent at a glance to you or your audience; it can also make filtering or searching for a document easier.
7. You can also upload multiple documents by selecting "Upload Multiple Files..." under the "Name" text window.
8. To edit the title or description of the document, place your cursor just to the right of the document name and click to open the drop down editing window. Then choose "Edit Properties" from the drop down menu.
Linking from the content editor to documents in the document library (coming soon)
Adding Links to the Link Library
- Click on the "Resources" tab in the top left-hand corner of your poster.
- Click on "Shared Web Links” to open this Link library.
- Click on "New Item” in the toolbar.
- Add the url, a title, and notes, in the windows provided.
- Click on the "Save and Close" button to save it to the library.
- To edit the url, title, or notes, click on the "edit" icon to the left of your url.
Managing Discussion
You can learn a lot from looking at and commenting on others' portfolios. You may find approaches you hadn't thought of, themes that are new to you, or presentation techniques you can learn from. Also, if you are active in reviewing others' portfolios, others are more likely to review yours. Often this is the best way to assure that the poster has the impact you intend.
- Click on the "Resources" tab in the top left-hand corner of the poster.
- Click on "Discuss This Presentation"
- Select "New Discussion" to open a text window for making a post.
- Give your post a title in the "Subject" window.
- Write and format the body of your post in the window titled "Text".
- Select the check boxes that indicate the “significance” of your post. You can also add your own description in the textbox titled "Specify your own value". The additions of these terms of significance are very helpful in identifying, at a glance, the relevance of the post for you or your audience.
The terms of significance that you pick will appear in a column next to the title of the post in the discussion area. Once again, this is a good way to help you or your audiences understand the relevance of the post at a glance.
Authorizing and Notifying Reviewers
At some point you may want to authorize different users to view your portfolio and give feedback. You can do this in your portfolio but currently this feature only works for those with a WSU network id. In the future there will also be a way for you to authorize and notify reviewers external to WSU.
- Select "Site Settings" in the upper tool-bar of your poster. This will open your "Site Settings" page.
- Under the "Administration" heading in the "Site Settings" window select "Manage Users".
- Select "Add Users" from the toolbar.
- From the "Add Users" window you can enter the WSU email address of the person you would like to access your portfolio.
- Read the descriptions of the different levels of access in "Step 2 Choose Site Groups" and then choose the level of access you want the user to have, then select the "Next" button in the bottom right.
- Steps 4 and 5 allow you to confirm the user and then to send an email notification.
- Select the "Finish" button when you have completed Steps 4 and 5. This will take you back to the "Manage Users" window.
- From the "Manage Users" window you can edit users and their permissions by selecting the checkbox to the left of their name, and then selecting "Edit Site Groups of Selected Users" or "Remove Selected Users" from the toolbar.
Adding a Survey
1. Click "Create" in the toolbar on the top of your home page. This will open a page with a list of different types of pages that you can create.
2. Select "Survey" from the list.
3. Define the general settings of the survey. You can set the name, description, and whether or not to show user names and/or allow multiple responses.
- Add the name of your survey to the texbox entitled "Name".
- Add a short description of your survey in the texbox entitled "Description"
- Choose "No" in response to the question "Display this survey on the Quick Launch Bar?"
- Decide whether or not you want to display user names in the results and/or if you want to allow multiple responses.
- Click "Next" when you have finished.
4. The next page prompts you to add a question to your survey.
- Type your first question in the box entitled "Question".
- Select the type of answer to the question. The default setting is for a multiple choice response to a question.
- Decide whether or not to require a response.
- If you've decided to leave the default settings and have respondents choose from a menu, then add each choice to a separate line in the textbox provided.
- Next decide how you wan to display the choices and if you want to allow fill-in choices.
- Then you can choose "Finish" to finish or "Next Question" to create another question.
5. To add your survey to a page, select "Modify Shared Page" in the upper right-hand corner of the page, then select "Add Web Parts" from the drop-down menu. This will open a Web Parts list in the right-hand margin.
6. Find the title of your survey in the Web Parts list and, depending on your browser, either drag and drop or add the survey to your page.
