Collaborating with SharePoint @ UVM:The Obligatory PowerPoint Slide StackJ. Greg Mackinnon - “Microsoft Guy,” SharePoint Wrangler

What is SharePoint?https://sharepoint.uvm.edu:

Windows SharePoint Services v3.0Web-based collaboration toolkit

◦Document Libraries (Office Docs, Pictures, “Wiki”)

◦Lists (tasks, links, calendars, announcements, contacts, discussions, “spreadsheets”)

◦Surveys◦“Web 2.0 Stuff” (Blogs and Wikis)◦Most anything else you make it

Why Use SharePoint? “Only a Browser is Required” tool (cross-platform, too!) Access your content from anywhere Secure – NetID authentication, granular access

controls Powerful indexing/search features Email integration – email-enabled lists/libraries and

alerts Integration with MS Office Suite Tools arsenal:

◦ SharePoint Designer (Formerly FrontPage)◦ Windows Live Writer◦ MS Outlook 2007◦ MS InfoPath◦ MS Groove

History of SharePoint @ UVM Summer 2004 –

SharePoint Services v2 setup as a “demo” Spring 2005 –

CTL staff assist faculty in setting up project sites, thus making SharePoint “production”.

2005-2006 – Service usage increases slowly, with about 50 sites in active use.

Jan 1, 2007 – sharepoint.uvm.edu upgraded to v3, usage triples in one year.

Summer 2007 – RADEditor from telerik.com added to improve support for Firefox and Safari browsers

Today – Over 200 sites created

Cast of CharactersThe Helpline:

http://www.uvm.edu/ets/help/Steve Cavrak and the CTL:

http://www.uvm.edu/ctl/?Page=dr/index.php

Roger Bombardier and Client Services:http://www.uvm.edu/~rbombard/http://www.uvm.edu/ets

Greg Mackinnon and SAA

Demo: Creating a SiteUnderstand “site administrator”

rights and responsibilitiesDefine URLsUnderstand site templates

Demo:Managing access rights to your siteUnderstand site permissionsEnable anonymous accessAdd and remove users/groups

from your site

Demo:Working with Document LibrariesEnabling and configure

Document Versioning:◦Configure retention settings

Look at check-in/check-out settings

Touch on Content ApprovalUpload/DownloadExplorer view (drag/drop)

Demo:Managing Web Part PagesAdd and remove Web Parts from

the default page of a Team siteModify Web Part settings –

frames, list viewsModify the Quick Launch barCreate additional Web Parts

pages

Demo:Creating and Customizing ListsCreate a listDefine ColumnsCreate ViewsEdit in “Datasheet View” (Excel

Required)Export to Excel

Demo:Working with the EditorGet Help!Cut and PasteManage ImagesEdit Raw HTMLGo Full Screen (F11 Key)

Demo:Working with Wikis and BlogsDemonstrate Wiki libraries vs.

Wiki sitesCreate a Wiki LibraryManage wiki documentsPost to a Blog

Demo:Edit SharePoint content with external toolsConnect to a site collection using

SharePoint designerEdit Web Parts and Content

pages with SharePoint DesignerPost to a Blog using

Windows Live Writer:http://windowslivewriter.spaces.live.com/

Demo:Publishing your contentRSS/ATOM feedsMobile accessAmericans with Disabilities Act

Red LightTweak your site “to

within an inch of its life”.

Install web parts and site templates from un-trusted sources.

Create “tons” of sub-sites under your top-level site collection (limit to five or six).

Suffer in silence

Yellow Light:Use SharePoint

Designer to create workflows for your documents.

Experiment with Groove and Outlook as SharePoint clients.

Integrate content from external sources (http, xml, databases)

Green Light:Experiment with site creation

and customization using “out of box” templates.

Use “Document Versioning” (not the default).

Use Excel and Access to connect to SharePoint.

Complain to management.Ask questions on:

SharePoint@list.uvm.eduAsk your IT support staff to

join the CAMPUS domain.

Side Note:CAMPUS Active Directory ServicesFree personal and shared storage with

“Offline Files” access.Network printer management/driver

distributionNetID-based workstation loginPass-through authentication for

SharePointSeamless integration between

SharePoint and Office 2003/2007See: https://sharepoint.uvm.edu/sites/ad

Common Problems(…and solutions)Invalid Username or Password:

◦Reset your UVM NetID password◦Prefix your login ID with “CAMPUS\”◦-or- Join your computer to the “CAMPUS”

domain!

On the HorizonImprovements in Backup and

Restore capability.“Rad” Editor upgradeEnhanced Blog/Wiki Edition:

http://www.codeplex.com/CKSExternal authentication options?

(Windows Live ID, Shibboleth?)Microsoft Office SharePoint

Server????

Additional ResourcesThe “?” ButtonGoogleAmazon.com – tons of

books on SharePoint are available

https://sharepoint.uvm.edu, see the “Links Library”

UVM Mailing List:sharepoint@list.uvm.edu

Get these wonderful slides…See the “Presentations” link at:

http://www.uvm.edu/~jgm/