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How Do I Manage Documents In Team System? (SharePoint) - Eran Ruso
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How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Mar 05 2010, 04:50 PM על ידי Eran Ruso | ישנם 6 תגובות

I have been asked that question almost in each project I am doing.

The answer is very simple: with SharePoint.

When I give this answer I get a curious look, and the following question will be: “Why?”

SharePoint is a huge product that does many wonderful things, in this post I like to show how it can help us manage our documents.

First thing that you will need to know is that when you create a Team Project you also create a SharePoint site, actually what you create is Windows SharePoint Services (WSS) site which is a free edition of SharePoint.

In each site you have a Documents Section that contains Document Libraries.

From the Team Explorer you have an interface to the Documents Section I will show how to use it in one of my future posts.

Documents_Interface

So how do I get to the site?

In order to get to the site you can just right click the Team Project and choose: “Show Project Portal…”, you can also get to it using its URL.

Step_1__Get_to_site

In the sites menu you will see the Documents Section, Click on it to get to the Documents Section.

Step_2_Get_to_documents_section

Now you will get to the Document Section:

Step_4__Documents_Section

You can do the following and more in SharePoint:

  • Create new Libraries
  • Manage Security for libraries
  • Manage Versioning for libraries
  • Manage folders and documents in each library
  • Upload documents
  • Set template document for each library
  • View history of each document
  • Check-Out and Check-in documents
  • Set Work space
  • Alert On Changes
  • Compare different versions of word documents

In this post I will show how you compare different versions of word documents.

I will start with creating the prerequisites for the example, uploading a document and creating versions for it:

Step 1: I have created a new Document Library called “Demo Doc”

Step_5_create_a_demo_doc_library

Step 2: I have uploaded a document by clicking the “Upload”, browsed to it and checked it in as shown in the following pictures

Step_6_upload_file

Step_7_add_file

Step_8_checlk_in

Step 3: I have created history versions for the document

step_9_view_history

Step_10_history

You can see that there are 3 versions 2 major versions (0.1 is a major version because it it starts from 0) and one minor version 0.2, now I will compare the latest version with version 0.2 and I will see what was changed.

Now we will make the documents comparison:

Step 1: Open the word document using word.

Step 2: Choose the “Review” tab.

Step 3: Open the “Compare” menu and choose “Specific Version…”

step_11_compare_versions

Step 4: Choose version 0.2

step_13_compare_to_

In the result page you can see the changes made since the chosen version up to the current version.

It is easy to see that only one line was added since the chosen version (Marked in Red), on the left hand you can see the details of each change and on the right hand you can see a version with the change (Current) and with out the change.

Step_14_the_result_for_the_compare

You can see that it is easy to compare between two different versions of a document, SharePoint gives a very strong tools that will satisfy all you need for documents management.

Have Fun!!!

רשימת תגובות

# How Do I Manage Documents In Team System? (SharePoint) - Eran Ruso Search

פורסם בתאריך Saturday, March 06, 2010 8:28 AM על ידי How Do I Manage Documents In Team System? (SharePoint) - Eran Ruso Search  

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# re: How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Tuesday, March 09, 2010 11:27 AM על ידי Michael Perez  

COOL

# re: How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Friday, May 07, 2010 7:54 AM על ידי Mayur  

good.

but what aboot VSTS 2010.how about using MOSS 2007..What are new changes....?any link?

# re: How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Tuesday, May 11, 2010 5:02 PM על ידי Eran Ruso  

What I have showed here is basic usage, it is currect both for WSS and for MOSS 2007.

I don't understend your question about new changes.

Eran

# re: How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Friday, May 06, 2011 1:46 PM על ידי Thorsten Ruf  

How to reference project documents handled in Sharepoint to specific TFS changeset?

e.g. Requirements docs must be versioned to the implementation.

# re: How Do I Manage Documents In Team System? (SharePoint)

פורסם בתאריך Sunday, May 15, 2011 10:11 PM על ידי Eran Ruso  

Hi Thorsten,

You can't do a direct link, you will need a work item in between.

You will need to set an Hyperlink for the Work Item and a link to the changeset.

Have Fun!!!

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