55 become a document library guru session id 450 tim warner author/tech evangelist, pluralsight 1
TRANSCRIPT
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Become a Document Library Guru
Session ID 450Tim Warner
Author/Tech Evangelist, Pluralsight
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Today’s Agenda
RelateLearn
Apply
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For Those Who Need Specifics…
•Get on the same page with document libraries•Apply consistency and
standardization•Make document libraries
easy for your users•Tune for security and
performance3
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Rules of Engagement
•We’ll stick with SharePoint native components• I’ll “ping pong” between SharePoint Online and SharePoint on premises
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Mind Like Water
timwarnertech.com/sps
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What is a SharePoint Document Library?
A specialized list
Content types Metadata columns
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Common Pain Points – What Doesn’t Work for You?
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SharePoint Fight Club
•First rule: SharePoint document libraries are not file shares•Second rule: Dumping files into folders is not organization
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Be a Power User Yourself
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Apply Consistency and Standardization
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Content Types
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MMS Tags
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Document Versioning and Checkout
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Document Library Templates
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TL;DR
Build assets
Create template Reuse
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Make it Easy for Your Users
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WIIFM“What’s in it for me?”
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SharePoint Permissions in a Nutshell
AD users into AD groups
SP permissions into permission
levels
Permission levels into SP
groups
AD groups into SP groups
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Every Library Needs an Owner
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Naming Conventions
http://spbox/_layouts/15/start.aspx#/Shared%20Documents/Forms/IT%20Documents.aspx
Avoid suffixes like –working, -draft, -final
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Document IDs•SPS-2-343
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Publishing Library Links
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Document Property Quick Part
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Offline Library Access with OneDrive
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Views
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Tune for Security and Performance
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Resource Throttling
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Workflow
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Automate the “Scut Work”
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Programmatically Creating a Document Library
$spWeb = Get-SPWeb –Identity http://site
$tmp = [Microsoft.SharePoint.SPListTemplateType]::DocumentLibrary
$spWeb.Lists.Add(“Project Documents”,”Description here”,$tmp)
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Questions and Discussion
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Take-Home Messages (THM)
•Don’t forget to snag the session resources:• timwarnertech.com/sps
• SharePoint gives us LOTS of flexibility with document libraries• Farm/SC admins and even site
owners are diplomats who need to• Generate buy-in• Train end users 32
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http://SPSNashville.org/450/
http://timwarnertech.com/sps
Session Feedback
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