IT Unity - Tips and tricks to help move your SharePoint users away from file shares
Download as PPTX, PDF2 likes1,798 views
The document provides strategies and best practices for transitioning SharePoint users away from traditional file shares to using SharePoint document libraries. It includes tips on utilizing metadata, custom views, and content types to enhance document organization and management. Additionally, the document outlines practical steps for implementing these changes and highlights the advantages of using SharePoint for document management.
IT Unity - Tips and tricks to help move your SharePoint users away from file shares
- 1. Tips and Tricks to Help Move Your SharePoint Users Away from File Shares IT Unity 29th of April 2015 Jasper Oosterveld Cloud Consultant & Office 365 MVP
- 2. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares File shares
- 3. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Folders? Old me…
- 4. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares New me Bobby Chang: 10 Reasons to Avoid Folders in SharePoint
- 5. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Work and community life
- 6. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares From file shares to document libraries
- 7. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages of team sites
- 8. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Before Launch?Demo Training
- 9. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares After Inventory Prototype Launch!Demo Training Rework
- 10. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Let’s get to work!
- 11. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares What to do?
- 12. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Demo
- 13. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Create choice column
- 14. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Modify View
- 15. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Upload one document
- 16. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Group documents
- 17. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Create quick edit view
- 18. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Quick edit multiple documents
- 19. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Steps1. Create choice marketing category column as site column 2. Add to library 3. Rename to category 4. Modify view to use group by feature 5. Create quick edit view for bulk upload 6. Upload one document 7. Upload multiple documents and use quick edit
- 20. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Custom Column & View
- 21. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares What to do?
- 22. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Demo
- 23. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Create Term Set
- 24. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Create managed metadata column
- 25. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Modify view
- 26. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Enable Metadata Navigation
- 27. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Term Suggestions or taxonomy tree
- 28. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Quick edit & Managed Metadata
- 29. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Quick edit & Managed Metadata
- 30. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Filter through documents
- 31. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Steps1. Create term set within term group 2. Create category column as managed metadata site column 3. Add to library 4. Create quick edit view for bulk upload 5. Apply metadata navigation 6. Upload one document 7. Upload multiple documents
- 32. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Term Store
- 33. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Super powered folders
- 34. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Looks like a folder
- 35. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Welcome page
- 36. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Metadata power!
- 37. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Metadata power!
- 38. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Multiple views
- 39. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Scenarios
- 40. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Folder structure replacementDocument Library Document Set Managed Metadata
- 41. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares What to do?
- 42. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Demo
- 43. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Folder structure
- 44. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Documents without folders
- 45. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Document properties
- 46. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Default Column Values
- 47. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Default Column Values
- 48. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Modify View
- 49. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares New view: All Folders
- 50. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Steps1. Create category column as site column 2. Attach to taxonomy 3. Add to library 4. Allow management of content type 5. Apply All Documents & All Folders view 6. Build folder structure 7. Apply default metadata 8. Apply unique permissions
- 51. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Content type “Content types enable you to organize, manage, and handle content in a consistent way across your sites” Office.com
- 52. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 53. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 54. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 55. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 56. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 57. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 58. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 59. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Advantages
- 60. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Scenarios
- 61. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Project Portal
- 62. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Project Portal
- 63. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Project Portal
- 64. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Project Portal
- 65. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Create at top site collection level
- 66. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares More site collections: Use Content Type Hub
- 67. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares My two cents
- 68. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Resources 10 reasons to avoid folders in SharePoint Overview of document management in SharePoint 2013 SharePoint 2010 Best Practices: Folders Not Necessarily Considered Evil Create and manage terms within term sets Create and configure a new Document Set content type Document Management articles How does versioning work Document collaboration and co-authoring Create SharePoint 2010 Managed Metadata with Excel 2010
- 69. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Resources Plan Document Management in SharePoint 2013 SharePoint Columns, Site Columns or Content Types? Moving mountains with SharePoint - Document Management with SharePoint 2013 Content Types, Managed Metadata, and You SharePoint Calculated Column Cheat Sheet
- 70. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Contact details www.jasperoosterveld.com www.facebook.com/sharepointjasper @jasoosterveld www.linkedin.com/in/jasperoosterveld jasperoosterveld@hotmail.com +JasperOosterveld
- 71. Titel – Copyright Sparked B.V.Tips & Tricks to Help Move your SharePoint Users Away from File Shares Thanks!
Editor's Notes
- #2: Aantekeningen Afbeelding Wil je een andere afbeelding. Ga naar view/Slide Master en vervang de afbeelding. Text Titel: Vul titel in. Een woord dat de slide beschrijft Gegevens presentator: Vul je naam in.
- #12: One metadata/taxonomy level
- #21: Although custom metadata and views can get your pretty far in structuring your documents, there are situations when certain limitations kick in. For example, the choice column doesn’t support a taxonomy where you have multiple metadata layers. This is where SharePoint managed metadata steps in! This a column type that connects to the term store. The term store allows you to create a taxonomy.
- #22: One metadata/taxonomy level
- #33: Although custom metadata and views can get your pretty far in structuring your documents, there are situations when certain limitations kick in. For example, the choice column doesn’t support a taxonomy where you have multiple metadata layers. This is where SharePoint managed metadata steps in! This a column type that connects to the term store. The term store allows you to create a taxonomy.
- #42: One metadata/taxonomy level