Microsoft Office 2007 Web Feature Sharing Access Data.
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Transcript of Microsoft Office 2007 Web Feature Sharing Access Data.
Microsoft Office 2007
Web FeatureSharing Access Data
Objectives• Create a SharePoint Services list by exporting an Access
table• Open a SharePoint Services list from within SharePoint• Import or link a SharePoint Services list to an Access
table• Move a database to SharePoint and share the database• Insert a hyperlink to a file or Web page• Export to HTML
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 2
Plan Ahead
• Determine tables to be shared• Determine whether users should import or link
SharePoint lists to their Access tables• Determine whether you should move an entire
database to SharePoint• Determine whether hyperlinks would be useful in
any forms or reports• Determine whether any database objects should
be exported as HTML
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 3
Creating a SharePoint Services List by Exporting an Access Table• With the table selected within Access, click External
Data on the Ribbon to display the External Data tab• Click the SharePoint List button in the Export group on
the External Data tab to display the Export - SharePoint Site dialog box
• Specify the SharePoint site, specify the name for the list, and, optionally, enter a description of the list
• Click the OK button and then enter your user name and password when prompted
• Decide whether you want to save the export steps
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 4
Opening a SharePoint Services List from within SharePoint• Enter the SharePoint site, giving your username
and password when prompted• Click the Lists link• Click the desired list
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 5
Importing a SharePoint Services List• With the database to which you wish to import the list
open, click Create on the Ribbon to display the Create tab
• Click the SharePoint Lists button on the Create tab to display the available SharePoint List templates
• Click Existing SharePoint List to display the Get External Data - SharePoint Site dialog box. (Rather than clicking SharePoint Lists on the Create tab, you could have clicked SharePoint List in the Import Group on the External Data tab. In that approach, you would not see the available SharePoint List templates)
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 6
Importing a SharePoint Services List• Enter the site address for the SharePoint site• Click the ‘Import the source data into a new table in the
current database’ option button• Click the Next button, enter your user name and
password when prompted, and then click the check box for the list you want to import (you can click more than one)
• Click the OK button to import the list• Decide whether you want to save the import steps
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 7
Linking a SharePoint Services List
• With the database to which you wish to link the list open, click Create on the Ribbon to display the Create tab
• Click the SharePoint Lists button on the Create tab to display the available SharePoint List templates
• Click Existing SharePoint List to display the Get External Data - SharePoint Site dialog box
• Enter the site address for the SharePoint site
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 8
Linking a SharePoint Services List
• Be sure the ‘Link to the data source by creating a linked table’ option button is selected
• Click the Next button, enter your user name and password when prompted, and then click the check box for the list you want to link
• Click the OK button to import the list• Decide whether you want to save the import
steps
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 9
Moving a Database to SharePointThe Wizard will perform the following tasks for you:• Create a backup copy of your database so that you can
go back to the non-SharePoint version if you need to do so
• Create a SharePoint list for every table in the database• Remove the tables from the database and replace them
with linked tables, ensuring that all the data is managed by SharePoint
• Optionally upload a copy of the database to the SharePoint site so that other users can access your queries, forms, and reports
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 10
Moving a Database to SharePointTo move a database to a SharePoint site, you would use the following
steps:• With the database to be moved open, click the Move to SharePoint
button in the SharePoint Lists group on the External Data tab to start the Move to SharePoint Site Wizard
• Enter the address of the SharePoint site, giving your user name and password when requested
• If you want to give other users the ability to use your forms and reports, be sure the ‘Save a copy of my database to the SharePoint site and create shortcuts to my Access forms and reports’ check box is selected
• Click the Browse button, select a location for the shared database (for example, the shared document library), and then click the OK button
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Moving a Database to SharePoint
• Click the Next button• If you want to see details concerning issues
encountered while moving your data, click the Show Details button
• Click the Finish button to complete the movement of the database. If any problems occurred during the movement, a table called Move to SharePoint Site Issues will be created in the database; this table contains details concerning these issues
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 12
Opening a Shared Database• Enter the SharePoint Site, giving your user name and
password when requested• Select the location of the shared database (for example,
Shared Documents)• Click the name of the database you wish to open• Select whether you want to open the database in Read-
Only mode or in Edit mode• Click the OK button• If you wish to save a local copy, select a location for the
local copy
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 13
Inserting a Hyperlink to a File or Web Page• With the object to contain the hyperlink open in
Design view, click the Insert Hyperlink tool in the Controls group on the Design tab
• Type the text to display for the hyperlink• With Existing File or Web Page selected, select
the file or type the address• Click the OK button to add the hyperlink• Drag the hyperlink to the desired location
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 14
Exporting to HTML
• With the table, query, form, or report to be exported selected in the Navigation Pane, click the More button in the Export group on the External Data tab to display the More menu
• Click HTML Document on the More menu.• Enter the file name and location for the HTML file
to be created and then click the OK button• In the HTML Output Options dialog box, click the
OK button
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 15
Summary• Create a SharePoint Services list by exporting an Access
table• Open a SharePoint Services list from within SharePoint• Import or link a SharePoint Services list to an Access
table• Move a database to SharePoint and share the database• Insert a hyperlink to a file or Web page• Export to HTML
Microsoft Office 2007: Comprehensive Concepts and Techniques - Windows Vista Edition 16
Microsoft Office 2007
Special Feature 3 CompleteSharing Access Data