Excel Services II: Requirements, recommendations, and permissions

SharePoint permission groups: Owners, Members, Visitors, and Viewers

Learn the requirements for using Excel Services and how permissions can be set so that some people can edit spreadsheets, while others can only view them.

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About this course

This course includes:

  • A Quick Reference Card you can take away from the course.

Goals

After completing this course you will be able to:

  • Know the software you need in order to use Excel Services.

  • Understand SharePoint permissions and how they affect the actions people can take with files published to your SharePoint site.

  • Know what is happening if you see a message about trusted file locations after you publish a file to your SharePoint site.

Before you begin

Software requirements:

  • A SharePoint site based on SharePoint Server 2007 Enterprise.

  • Excel Services set up with SharePoint Server 2007 Enterprise.

  • Excel 2007 installed on computers through one of the following: Office Professional Plus 2007, Office Enterprise 2007, or Office Ultimate 2007.

Topics in this course

  1. What you need for Excel Services

  2. Software requirements

  3. Document libraries and Excel Services

  4. Set up document libraries for Excel Services

  5. About permissions

  6. The impact of permissions

  7. The impact of permissions (cont'd)

  8. How to add Viewers

  9. Changing permissions for a library

  10. How to change click behavior

  11. Quick reference card

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