How To Importing and Exporting Access Data with SharePoint in Access 2003

You can use the Import, Link Tables, and Export commands in Access to exchange data from lists or views in Windows SharePoint Services. When you import or export data with SharePoint, the Windows SharePoint Services Wizard steps you through the process to convert the data between the two programs. Before you start the process be sure to have access information to connect to the SharePoint server. Import or Link Data from SharePoint Open the database in which you want to import data. Click the File menu, point to Get External Data, and then click Import or Link Tables. Click the File Of Type list arrow, and then click Windows SharePoint Services. Enter the address of your SharePoint server. Click Next, and then follow the remaining wizard instructions. Export Data to SharePoint Open the database containing the object you want to export, and then select the database object. Click the File menu, and then click Export. Click the Save In list arrow, and then select the drive and folder where you want to save the file. Click the Save As Type list arrow, and then click Windows SharePoint Services. Enter the address of your SharePoint server. Click Finish, and then follow the remaining instructions.

How To Holding Web Discussions in Access 2003

Web discussions are threaded discussions which allow users to collaborate together in a Web environment. Users can add and view discussion items, add in documents during the discussion and carry on conversations. Since the discussions are entered into a different area than the shared document, users can modify the document without effecting the collaborative discussion. Users can add changes to read-only documents and allow multiple users to create and edit discussion items simultaneously.

Hold a Web Discussion

Log into your SharePoint server with your domain account and password.

On the main Home page, click Create Manage Content under the Actions Sidebar.

Click Create, and then click Discussion Boards.

Type the name of the Discussion Board, add an optional description, click Yes, if you want to add this to the menu bar, and then click Create.

Click New Discussion.

Type the subject name, and then add in all the appropriate information on your discussion.

Click the Save And Close button.

How To Creating Contacts in Access 2003

You can create a contact list when you want to have a central database of your team information. You will have the ability to manage information about sales contacts, vendors, and employees that your team has involvement with.

Create a Contact List

Log into your SharePoint server with your domain account and password.

On the main Home page, click Create Manage Content under the Actions Sidebar.

Click Create, and then click Contacts.

Type the name of the contact, add an optional description, click Yes, if you want to add the contacts list to the menu bar, and then click Create.

Click New Item.

Type the contact name, and then add in all the appropriate information on your contact.

Click the Save And Close button.

Link to Contacts in Outlook

On the Contacts page, click Link To Outlook.

If a security dialog box appears asking for your approval prior to adding a folder, click Yes.

You will be prompted to type in the credentials of your user account.

Type your Domain User credentials and password, and then click OK.

Click Other Contacts to view your SharePoint contacts.

Did You Know? You will not be able to change the contact information in your SharePoint contacts folder within Outlook 2003. You will only have read access rights within Outlook 2003. To change the SharePoint contacts information, return to your SharePoint Site, and then modify the information under your Contacts Site.

How To Creating an Event in Access 2003

Creating an event allows you to send out notices on upcoming meetings, deadlines, and other important events. This is helpful if you need to send out information to a wide range of people or in a project you are working on. If you are looking to set up a meeting to a large group of people, you may want to set up an event which is seen by everyone who logs in.

Setup New Events

Log into your SharePoint server with your domain account and password.

On the main Home page, click Create Manage Content under the Actions Sidebar.

Click Create, and then click Events.

Type the name of the event, add in an optional description, click Yes , if you want to add the event to the menu bar, and then click Create.

Click New Item.

Type the event title, select a begin and end event time, a description, the location, and then select an recurrence option.

Click the Save And Close button.

Did You Know? You can use a new collaboration feature in Outlook 2003 called Meeting Workspace. Meeting Workspace allows you to gather information and organize everyone when you create a scheduled meeting event. To create a Meeting Workspace in Outlook 2003, prepare a calender event and set up your attendees for the event. Then click Meeting Workspace to link this to your SharePoint Server. You may need to type in the URL of your SharePoint server. Please get this from your System Administrator.

Link to Events in Outlook

On the Events page, click Link To Outlook.

 If a security dialog box appears asking for your approval prior to adding a folder, click Yes.

You will be prompted to type in the credentials of your user account.

Type in your Domain User credentials and password, and then click OK.

Click Other Calendars to view your SharePoint calendar.

Did You Know? You will not be able to change the events in your SharePoint calendar folder within Outlook 2003. You will only have read access rights within Outlook 2003. To change the SharePoint calendar information, return to your SharePoint Site, and then modify the information under your Events Site.

How To Assigning Project Tasks in Access 2003

Assigning a project task is another way you can use SharePoint to collaborate on the site. By creating a task, you can manage your team with status updates. You can also provide a central way to manage the effectiveness of a project. Since this is a Web based system, everyone can access this with a simple Web browser.

Add a Task Item to Your Site

Log into your SharePoint server with your domain account and password.

On the main home page, click Create Manage Content under the Actions Sidebar.

Click Create, and then click Tasks.

Type the name of the task, add in an optional description, click Yes, if you want to add the task to the menu bar, and then click Create.

Click New Item.

Type the title, set the priority, status, and completion percentage, assign your resource, add a description, and then set your due date.

Click the Save And Close button.

Did You Know? You can use the Upload button to add an attachment. A general rule of thumb would be to keep your attachments under 1 MB, however, unless your administrator has set rights on your site, you are free to upload as much as you want.