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DBA Checklists: Check out Free OneNote in Office Live

Why DBAs Will Love OneNote

OneNote in Office online makes it easy to create and share notebooks with many checklists. The checklists include version tracking.

DBAs tend to use and share a lot of checklists– things like installation and configuration sequences, patching instructions, quarterly system review processes, change/deployment  plans, etc. Sequencing of tasks is important, and sharing status of the tasks easily is extremely helpful.

Essentially, to be successful as a DBA you need to be able to express and document processes simply in a way that others can understand, either for compliance reasons or so they can carry out the tasks themselves.

I use OneNote all the time at work for checklists and I don’t know what I’d do without it. It integrates beautifully with SharePoint 2010 and is great for collaborative checklists. It allows me to easily map out the steps for a project, hand off tasks to others, and share the status of the project. It’s invaluable for later answering the question, “why did we do that?”

Now OneNote 2010 is available online as part of Windows Office Live and is free to use. I highly recommend trying it out.

How to Try it Out

Go to http://live.com. If you have a Windows Live ID, go ahead and sign in. Otherwise, click ‘Sign Up’ and walk through the wizard to create a Windows Live ID.

Once  you’re signed in, click the Office option on the top menu.

This will take you to the Office page. Click the OneNote button on the right to create a new online document.

You’ll be prompted to name your notebook and save it. It will automatically save into your SkyDrive space and then open your new OneNote Notebook.

The Trick For CheckLists

I’m going to describe below how to get started with OneNote, but it’s pretty intuitive and I imagine most people will just give it a shot without reading everything here. That’s what I would do.

So I’ll just say now, the main thing you need to know is this:

All you have to do to create a checkbox is hit CTRL+1.  Doing it again will check the box. Doing it a third time will remove the box.

You can do this with the mouse from the ‘Tag’ menu on the ribbon bar as well, but it’s really fast to do with the keyboard and with a little practice it’s easy as pie. Tasty, tasty checklist  pie.

Sample OneNote Checklist

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