SharePoint 2010 101 @ SPSVB
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This document provides an overview and introduction to SharePoint 2010. It includes summaries of new features in SharePoint 2010 like the enhanced user interface and improved collaboration capabilities. The document also covers topics like leveraging SharePoint sites, effectively managing information through lists and libraries, utilizing web parts to add functionality to sites, and managing user access and permissions in SharePoint. Videos and additional resources are provided for further information.
SharePoint 2010 101 @ SPSVB
- 1. SharePoint 2010 Jumpstart Jan 8, 2011 Video Recording: Part 1: http://vimeo.com/18638634 Part 2: http://vimeo.com/18650623
- 2. What Does This Mean? 8 5 4 9 1 7 6 3 2 0
- 3. What Does This Mean? SharePoint
- 4. Session Objectives ¡ In this session, we will: ¡ Evaluate the key new features of SharePoint 2010 and determine organizational benefits ¡ Take advantage of the enhanced user experience to increase collaboration and productivity ¡ Effectively store, share and manipulate information with the new tools in SharePoint 2010 ¡ Effectively facilitate better collaboration with SharePoint 2010
- 5. Dux Raymond Sy, PMP, MVP ¡ Managing Partner, Innovative-E, Inc. ¡ Author, “SharePoint for Project Management” by O’Reilly Media ¡ For more information, connect with Dux ¡ E-Mail: dux.sy@innovative-e.com ¡ Twitter: twitter.com/meetdux ¡ LinkedIn: meetdux.com/li ¡ Blog: meetdux.com
- 6. SharePoint 2010 Jumpstart ¡ Hello, SharePoint 2010! ¡ Leveraging SharePoint Sites ¡ Effectively Managing Information ¡ Utilizing Web Parts ¡ SharePoint User Management
- 8. In a Perfect World ¡ Collaboration tools should be appropriate to maturity, skill set and existing tools ¡ Accessibility ¡ Information needed can be accessible in a central location ¡ Traceability ¡ One-stop shop ¡ Team collaboration ¡ Easily work with colleagues whenever, wherever, and however
- 9. Business Collaboration Platform ¡ Key capabilities ¡ Collaboration ¡ Document Management ¡ Content Management ¡ Business Intelligence ¡ Process Automation ¡ Key components ¡ SharePoint Foundation ¡ SharePoint Server 2010 ¡ SharePoint Designer 2010
- 10. What if SharePoint is a Car? Car SharePoint Purpose: Purpose: What’s required? What’s required?
- 12. SF vs SS ¡ SF is the core technology of Microsoft SharePoint ¡ Considered as the “engine” of SharePoint ¡ Provides document management and team collaboration tools ¡ WF is available for free as long as your organization is utilizing Windows Server 2008 ¡ SS extends the capabilities of SF ¡ Going back to our car analogy, SS provides extended capabilities such as GPS, a DVD system, Voice Commands, etc. ¡ Extended features include Enterprise search, Personalization, Enterprise Content Management, etc. ¡ Unlike SF, SS is not available for free
- 13. SharePoint Designer 2010 ¡ Extends the ability to customize SharePoint without programming ¡ Custom branding ¡ Integrate external data sources ¡ Develop custom workflows ¡ Allows rapid development of custom SharePoint 2010 applications
- 14. 2007 vs 2010 ¡ New key features ¡ Enhanced User Interface (UI) ¡ Access services ¡ Visio services ¡ Business connectivity services ¡ Sandboxed solutions ¡ Windows PowerShell ¡ PerformancePoint services ¡ Health monitoring ¡ Managed metadata ¡ Digital asset management ¡ Social computing
- 15. Cross Browser Compatibility ¡ SharePoint 2010 relies heavily on JavaScript & related tech ¡ SharePoint 2010 supports industry standard ¡ Adopted the Web Content Accessibility Guidelines 2.0 (WCAG 2.0) ¡ Integrates Accessible Rich Internet Application (ARIA) ¡ Details: http://bit.ly/bv6QEl ¡ What does this mean? ¡ Non-IE browsers will almost have the same browsing experience ¡ Read “Maximizing SharePoint 2010 on a Mac + iPhone or iPod + iPad” ¡ http://bit.ly/9IX851
- 16. Ribbon Interface ¡ Serves as a toolbar for ¡ Navigation ¡ Editing ¡ Updating settings ¡ Consistent with Microsoft Office ribbon interface ¡ Customizable ¡ Add or remove tools/icons ¡ ECMAScript is used to interact with these new UI controls, using Visual Studio 2010
- 17. SharePoint 2010 Jumpstart ¡ Hello, SharePoint 2010! ¡ Leveraging SharePoint Sites ¡ Effectively Managing Information ¡ Utilizing Web Parts ¡ SharePoint User Management
- 18. SharePoint Sites ¡ Web sites primarily intended for group collaboration ¡ Normally created for cross-functional teams and the like ¡ Departments ¡ User groups ¡ Project teams
- 19. Site Hierarchy
- 20. Site Hierarchy ¡ Top-level sites ¡ A top-level site is created upon installation of SharePoint ¡ New top-level sites can be created ¡ Aka Root Web Site ¡ Sub-sites ¡ Sites that are created beneath an existing site ¡ Beneath a top-level site ¡ Beneath an existing sub-site ¡ Top-level sites can have multiple levels of sub-sites ¡ Site collection ¡ Aggregation of the top-level site and its sub-sites ¡ Site collections are independent of one another ¡ A top-level site without any sub-sites = site collection
- 22. Site Templates ¡ SharePoint comes with site templates for convenient site creation ¡ The template determines the default functionality ¡ Also determines the site’s layout, menus, Web Part positioning, etc. ¡ Custom templates can be created
- 23. Site Interface
- 24. Site Interface 1. Site Actions 2. Ribbon interface 3. Top link bar 4. Quick Launch 5. Page content
- 25. Navigating SharePoint ¡ Navigate Up folder icon ¡ Breadcrumb
- 26. Page Editing ¡ Typically, the homepage is a wiki page
- 27. SharePoint 2010 Jumpstart ¡ Hello, SharePoint 2010! ¡ Leveraging SharePoint Sites ¡ Effectively Managing Information ¡ Utilizing Web Parts ¡ SharePoint User Management
- 28. Lists ¡ A collection of shared information items displayed on a site ¡ Most of the information in a SharePoint site is organized and stored in lists ¡ Everyone who has access to the site will be able to view lists ¡ Viewing a list is comparable to viewing information in a spreadsheet ¡ Information is displayed in a tabular format made up of rows and columns
- 29. Common Lists ¡ Announcements ¡ Links ¡ Calendar ¡ Survey ¡ Tasks ¡ Contacts ¡ Issues
- 30. Managing Lists ¡ SharePoint lists can be managed from the ribbon interface ¡ List tools ¡ List Item Tools
- 31. Creating Lists ¡ Out-of-the-box lists and custom lists can be added to a site ¡ Only site members with the appropriate privileges can do so
- 32. Discussion Boards ¡ Similar to online message boards you may have seen on the Web ¡ Like news groups or Web logs ¡ Provides threaded-discussion capability ¡ Participants can reply to any message in the discussion ¡ Can view discussions hierarchically or as a flat list
- 33. Tasks Lists ¡ A list that is intended for task assignments that includes ¡ Start date ¡ Due date ¡ Task priority ¡ % Complete ¡ Description ¡ Indicate task status ¡ In progress ¡ Completed ¡ Deferred ¡ Waiting for someone else
- 34. Libraries ¡ Files are stored and organized in libraries ¡ Similar to storing files in folders ¡ Libraries are organized in lists ¡ Features and functionalities in lists are mostly applicable to libraries ¡ Multiple types of libraries
- 35. Document Libraries ¡ Provides a centralized location ¡ Document storage ¡ Controlled access of documents ¡ Shared Documents is a document library that is created by default whenever a site is created from a site template
- 36. Picture Libraries ¡ Used to manage digital images ¡ Although images can be stored in document libraries, image libraries have special features to view and use graphical content ¡ Picture libraries are created similarly to how lists or libraries are created
- 37. Populating Libraries ¡ In a library of a SharePoint site ¡ New Document option creates and stores a Word document ¡ Upload option allows single or multiple document uploads ¡ Using Microsoft Office ¡ Save a document to the document library that is set up as a network place ¡ Dragging and dropping documents into the library with Windows Explorer ¡ Can be enabled with “Open with Explorer” feature
- 38. Document Management Features ¡ Apart from centrally storing information and documents, lists and libraries provides several document management features ¡ Check-out/check-in ¡ Version history ¡ Content approval
- 39. Custom Views ¡ New views can be created to match user or group interest
- 40. Creating Views ¡ Custom views can be created ¡ Go to the list ¡ From List Tools, select the List tab, then click Create View ¡ View format
- 41. SharePoint 2010 Jumpstart ¡ Hello, SharePoint 2010! ¡ Leveraging SharePoint Sites ¡ Effectively Managing Information ¡ Utilizing Web Parts ¡ SharePoint User Management
- 42. What are Web Parts? ¡ Customizable software component that serves a particular purpose ¡ Created in a Microsoft development environment ¡ Examples: ¡ Displaying data from legacy systems ¡ Streaming stock quotations from an online Web service ¡ Geographically specific weather information ¡ Benefits ¡ Reduces complexity of integrating new site functionalities for non- programmers ¡ Common Web Parts are available from Microsoft and third-party providers
- 43. Web Part Zones ¡ Web Parts are stored in containers called web part zones
- 44. Adding Web Parts ¡ Site owners can add and customize Web Parts ¡ Must be in Edit Page mode ¡ To add Web Parts, from the ribbon interface, under Editing Tools, Insert, click Web Part ¡ To move a Web Part, select and drag the Web Part into another zone
- 45. Editing Web Part Properties ¡ Properties of Web Parts can be customized ¡ From an existing Web part, click the drop-down menu, select Edit Web Part
- 46. Custom Web Parts ¡ Although SharePoint comes with a number of useful Web Parts, it is unlikely to handle every situation ¡ Each organization has different unique systems to integrate ¡ Therefore, custom Web Parts need to be created ¡ Examples of custom Web Parts: ¡ Displaying reports (Crystal Reports, SQL Server Reports, etc.) ¡ Integration of Customer Relationship Management tools (CRM) (SAP, Siebel, etc.) ¡ Stream content from external sources ¡ Custom Web Parts can be downloaded from various online resources
- 47. SharePoint 2010 Jumpstart ¡ Hello, SharePoint 2010! ¡ Leveraging SharePoint Sites ¡ Effectively Managing Information ¡ Utilizing Web Parts ¡ SharePoint User Management
- 48. Who Can Access SharePoint Sites? ¡ SharePoint sites are intended for a community of users ¡ Site Membership is defined ¡ During site creation ¡ Even after the site is created ¡ In order to be added as a site member, a user has to be added to SharePoint first ¡ SharePoint users can come from various sources known as authentication providers ¡ Authentication providers are defined from SharePoint Central Administration
- 49. Authentication Providers Web SSO OpenID Windows SharePoint OAuth FBA FB Connect Site 1 Site 2 Site 3
- 50. Site Membership ¡ How are site members added? ¡ Manually by site owner ¡ User request ¡ What are SharePoint groups? ¡ A convenient way to manage groups of people within a site or who collaborate frequently on many sites in a site collection ¡ How are user permissions defined? ¡ Site permissions ¡ Library/List Permissions ¡ Item-level permissions
- 51. Site Access C SharePoint Site Dux Shared Calendar Tasks R Documents Members Jerry C Elaine Performance George Eval Meeting No Cosmo Access
- 52. Communication Planning is Key ¡ Determining communication needs and mapping to site access are essential ¡ Both incoming and outgoing ¡ Site owners/managers are responsible 1. Identify communication requirements 2. Group site users 3. Map communication requirements to site permissions 4. Enforce permission change management 5. Document & maintain site access information ¡ Watch Best Practices in Managing SharePoint Site Users: http://vimeo.com/16145876
- 53. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux How did you like the presentation? http://meetdux.com/feedback
- 54. Thank You!