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Customizing the Top Navigation Area


Customizing the Top Navigation Area

In a Windows SharePoint Services site, you can customize both the top and left navigation areas. In the top navigation area, in addition to the links maintained by the Windows SharePoint Services, you can configure the top link bar to contain links of your own choosing and also select the order of their appearance in the bar. In the following exercise, you will create and position a new tab in the top link bar and then delete it.

OPEN the top-level site from the address bar of your browser http://wideworldimporters . If prompted, type your user name and password, and click OK.

BE SURE TO verify that you have sufficient rights to manage the site. If in doubt, see the Appendix on page 435.

1. From the Site Actions menu, choose Site Settings . The Site Settings page is displayed.

2. From the Look and Feel area, click Top link bar.

The Top Link Bar page is displayed. It shows the links that appear in the top link bar of the site. In our example, two links are already showing: Home and Travel. These links represent the top-level site and the Travel subsite .

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3. Click New Link on the toolbar to display the New Link page.

4. On the New Link page, in the URL area, in the Type the Web address box, type http://www.microsoft.com/sharepoint . Then, in the Type the description box type SharePoint Home

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5. Click OK . The new link is added to the top link bar and is listed in the Top Link Bar page.

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6. To test the link, click on the new tab to navigate the browser to the SharePoint Products and Technologies home page at the Microsoft Web site.

Important 

You need Internet access to view a page at the external Web site, such as the Microsoft site.

7. Click the Back button in the browser window to go back to the Top Link Bar page. image from book

Tip 

If you’d like the page to be open in the new browser window, you need to add a bit of JavaScript code. To edit the link you’ve just created, on the Top Link Bar page, click the icon to the left of SharePoint Home to display the Edit Link page. Change the Web address to http://www.microsoft.com/sharepoint and click OK. This case-sensitive command instructs Windows SharePoint Services to open the link in a new window but keep the current browser page where it is currently located.

You will now reorder the tabs on the top link bar.

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8. In the Top Link Bar page, click Change Order on the toolbar. The Change Order page appears.

image from book

9. From the Link Order drop-down list to the left of the SharePoint Home link, choose 1 .

The list of the links is automatically reodered. The Link Order for the Home link has been changed to 2, and the Link Order for the Travel link has been changed to 3.

10. Click OK . The tabs on the top link bar have been reordered, and you are taken back at the Top Link Bar page.

image from book

You will now delete the link from the top link bar.

11. In the Top Link Bar page, click the icon to the left of the link you’d like to delete, such as SharePoint Home .

image from book

The Edit Link page is displayed.

12. In the Edit Link page, click Delete . Click OK in the confirmation box when it appears.

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You are back at the Top Link Bar page. Notice that the link has been deleted.

CLOSE the browser.



Customizing the Left Navigation Panel

There are many options available for customization of the left navigation panel. Similar to the top link bar, you can change the Quick Launch. You can add new links, edit and reorder existing links, and delete those links that you no longer require. You can even hide the entire Quick Launch if you don’t need it any more. In addition, you can display a graphical representation of the site hierarchy as a tree view.

Important  

You cannot remove the View All Site Content and Recycle Bin links from the left navigation panel.

In this exercise, you will add a link to the Quick Launch and also reorder the Quick Launch links.

OPEN the top-level site from the address bar of your browser http://wideworldimporters. If prompted, type your user name and password, and click OK.

BE SURE TO verify that you have sufficient rights to manage the site. If in doubt, see the Appendix on page 435.

1. From the Site Actions menu, choose Site Settings .

2. In the Site Settings page, from the Look and Feel area, click Quick Launch . The Quick Launch page appears.

image from book

3. In the Quick Launch page, click the New Heading option on the toolbar.

4. In the New Heading page, in the Type the Web address box, type /_layouts/help. aspx?Key=NavBarHelpHome . Then in the Type the description box, type Help and click OK . This will create a link called Help on the Quick Launch that points to the built-in help page.

image from book

Tip 

If you’d like to create a heading on the Quick Launch that is not a link but a section heading for a collection of links, type # in the Web address box. You can then add links to the new section using the New Link command on the Quick Launch page. Back on the Quick Launch page, notice the Help link that appeared at the bottom of the page. You will now move the Help link to the first position on the Quick Launch.

5. Click Change Order on the toolbar. The Change Order page appears.

6. From the drop-down list to the left of the Help link, choose number 1 .

image from book

All of the other links are reordered.

Tip 

Links within the sections can be reordered independently of the section headings.

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7. Click OK to save the new order. The Quick Launch page appears, with the Help link displayed at the top.

8. Return to the site’s home page by clicking the Home tab on the top link bar.

On the home page, the new Help link is displayed in the left navigation panel on top of the Quick Launch, immediately after the View All Site Content link.

image from book

Clicking the new Help link takes you to Windows SharePoint Services 3.0 Help and How-to page.

CLOSE the browser.

While Quick Launch represents the frequently needed links, it is sometimes useful to see the full structure of the site in a graphical representation. In this exercise, you will modify the left navigation panel to display the tree view of the site’s infrastructure.

OPEN the SharePoint site in which you’d like to modify the left navigation panel. If prompted, type your user name and password, and then click OK.

BE SURE TO have permissions to manage the site. If in doubt, see the Appendix on page 435.

1. From the Site Actions menu, choose Site Settings . The Site Settings page is displayed.

2. Under the Look and Feel area, click Tree View .

3. On the Tree View page, select the Enable Tree View check box. Click OK .

image from book

You are taken back to the Site Settings page.

4. Return to the site’s home page by clicking the Home tab on the top link bar.

The left navigation panel on the home page has changed. It now displays the Site Hierarchy , which shows the parts of the site, as well as subsites, in a tree view. In the Site Hierarchy , notice the difference in the icons that represent different parts of the site’s infrastructure such as the Travel subsite , the Shared Documents document library, the Announcements list, the Calendar list, the Links list, the Tasks list, and the default discussion board.

image from book

5. Using Steps 1-4 of this exercise as a guide, on the Tree View page, disable the Quick Launch. Go to the site’s home page to verify that the left navigation panel displays the Site Hierarchy but does not display the Quick Launch .

You will now bring the left navigation panel back to its original configuration in which it displays the Quick Launch but does not display the Site Hierarchy.

6. Using Steps 1-4 of this exercise as a guide, on the Tree View page, disable the Tree View and enable Quick Launch . Return to the home page to verify that the left navigation panel displays Quick Launch.

CLOSE the browser.