jerry giles mnis unclassified information sharing service paul hilton
TRANSCRIPT
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JERRY GILES
MNIS
Unclassified Information Sharing Service
UISS-APAN Site Collection Administrator Training
PAUL HILTON
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Where are we going?
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UISS-APAN Site Collection Admin
Agenda
1. Requirements for a Site Collection Admin2. What’s a Site Collection?3. What’s a Site Collection Admin?4. Permission Groups5. Building a Site6. Site Settings7. Site Features8. Exercise9. Site Collection Features10. Recap
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UISS-APAN Site Collection Admin –Requirements
Complete the UISS-APAN Site Owner Training Submit your request via your COCOM to APAN ASP KM Lead Review the UISS-APAN Community Owner Information Assurance Training Complete the UISS-APAN Site Collection Administrators Training Course Complete the UISS-APAN Site Collection Administrators Form
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Site Collection Structure
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Web Application
Site Collection
Top-Level Site
Site
Lists
Libraries
Site
Lists
Libraries
Site
Lists
Libraries
Objects Objects Objects
What is a Site Collection?A group of sites built on Microsoft Windows SharePoint Services under a top-level site.
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UISS-APAN Site Collections
APAN
/s /scape /apcn /pfa /sof /epp
https://wss.apan.org/scape - CENTCOM https://wss.apan.org/apcn - AFRICOM https://wss.apan.org/pfa - SOUTHCOMhttps://wss.apan.org/sof - SOCOM https://wss.apan.org/epp - EUCOM
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Site Collection Admin
What is a Site Collection Admin?
• Manages the sites, contents, and users• Has access to everything within the collection• Creates and deletes sites and sub sites• Controls site features• Provides best practices guidance• Organizes the site collection – layout and groups• Does not have the same power as a SharePoint
admin • Must be careful with power
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• Create/delete sites• Edit sites• Manage Permissions within a site and their site collection• Create/delete content• Create/delete templates• Create/delete/manage meta tags (Term Store)• Activate/deactivate Site Functions
Site Collection Admin –Activities
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• Cannot change the UISS-APAN master page• Cannot change the site theme• Cannot authorize or post FOUO without approval from Multinational
Information Sharing Program Management Office (MNIS PMO)• Cannot add members to the Site Collection Administrators permission group• Cannot use SharePoint Designer• Must notify the APAN APS KM Lead when you are no longer in the position
Site Collection Admin - Restrictions
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Site Collection Organization
Once you have a site collection…
Everybody wants in
So you need…
Organization!
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Site Collection Permissions
User and Group Permissions
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User – Group – Permission Levels
Users – Individuals within the community
Group – A selection of users
Permission Levels – Allowable actions for users/groups
Paul Revere
Paul Revere and the Raiders
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Site Collection Default User Groups
• Owners - administrators• Members – read, write, contribute• Visitors - read
Naming Convention: Site Collection name + Group name
Example: Site Collection name is PFA
• PFA Owners• PFA Members• PFA Visitors
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Additional Site Collection User Groups
Approvers Designers Hierarchy Managers Restricted Readers Site Collection Managers Style Resource Readers svc_spinstaller System Account Viewers
NT AUTHORITY\Authenticated Users = Logged in users
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PFA Site Collection Permission Groups
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Permissions – Inheritance
Parent Site
Inherit permissions from parent
Child Site Same Permissions
&
Parent Site
Don’t inherit permissions from parent
Child Site Unique Permissions&
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Permissions Inheritance - Example
/scape
ABC XYZ
XYZ2
XYZ1 Approvers Designers Hierarchy Managers Restricted Readers Site Collection Managers Style Resource Readers svc_spinstaller System Account Viewers
SCAPE Owners SCAPE Members SCAPE Visitors
ABC site inherits permissions
XYZ Owners XYZ Members XYZ Visitors
XYZ breaks inheritance
XYZ1 inherits
XYZ2 breaks inheritance
XYZ2 Owners XYZ2 Members XYZ2 Visitors
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Building a Site
What is the first thing you need for a site?
A plan!!
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Collaborating or Publishing
• Posting documents• Multiple authors• Team contributions• Forums• Blogs with comments
Collaborating
• Posting• Wikis• RSS Feeds
Publishing
Team production
Team consumption
Owner production
Team and visitor consumption
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Building a Site - Planning
• What is the purpose of the site? • Publishing or collaboration? • Is there already an existing site that fulfills these
goals? • Do I need an entire site? • Who needs access to the site? • Does the site need to be searchable? • Should information within the site be tagged? • What kind of navigation is needed within the site?
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Setting It Up
1. Construct the Site.2. Modify the Roles3. Set Anonymous Access4. Set Manage Access Request5. Add Site Logo and Description
Get the requirements, first!
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Building a New Site
1. Navigate to the collection root Example - wss.apan.org/scape
2. Click on Site Actions New Site
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Choose a Site Type• Choose the Site Type – Strongly suggestion APAN Default
• Click on APAN, under All Categories• Add Title • Add simple URL• Click on More Options
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Set the Options
• Add a description• Change the Permissions Default
to Unique, for parent sites• Leave the Navigation setting (No)
for parent sites
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Modify the People in Roles Default Roles • Owners
• Members• Visitors
Confirm or create the Visitors role
Update the people in the Members and Owners roles
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Anonymous Access
Select the access level
Click on Site Actions Site PermissionsClick on Anonymous Access
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Manage Access RequestsClick on Site Actions Site PermissionsClick on Manage Site Access Requests
Change or remove the address
Leave check, if site access requests allowed
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Default UISS-APAN Site
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Site Settings
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Site Regional Settings
Default Regional Setting Hawaii
• Set the date and time stamp location• Define 12 or 24 hour clock• Define the start of the work week
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Regional settings
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Regional Settings
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Search and Offline Access
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1. Search setting for site2. Search setting within web parts3. Setting for using with SharePoint Workspace (Office Pro 2010)
Search and Offline Access
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Site Collection Admin
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Site Features
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Site Features – Page 1 of 2
Click on Site Actions Site Settings Manage site features
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Site Features – Page 2 of 2
Note: Not all features have been activated by Central Admin, yet
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It’s your turn to drive…
Build an APAN default site using your name + Test, such as Eddie Test Set Anonymous access to everything Set the Access Requests to your email account Set the region to the east coast Don’t allow your site to show up in the results Turn on the Site Feature for a Wiki page
Site Administration - Exercise
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Recap
A site collection contains many sites and sub sites Organization is important SharePoint has default groups and permission levels Plan before you build a site Provide best practice to your site owners Use site settings to tailor your site Implement features to enhance a site
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Site Administration
Delete a site Make a template site, library, list Create a search scope
You should know how to…
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Site Administration - Delete a Site
Within a site, click on Site Actions Site Settings
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Site Administration - Delete a Site
Be sure to check the site name before you click delete
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Site Administration - Templates
Save sites as templates for consistency Save custom lists to avoid rebuilding
Create templates to save time!
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Site Administration- Save a template
Within a site, click on Site Actions Site Settings
A site collection admin can save a site, a list, and library as a template…
With or without content
Be aware that a site template will be available to all sites within your site collection!
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Site Administration Controls
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Access Routes to Site Collection
Site Administrator Access Routes1. From any site 2. From root site
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Site Settings –> Top Level Settings
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Site Collection Admin Controls
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Site Collection Administration Controls
Wait…
Not all controls are available to SCA
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The Unallowable Controls
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Site Collection Admin – People and Groups
People and Groups
Paul Revere
Paul Revere and the Raiders
Add or remove people (individuals)…
Add/remove/manage groups…
Not usually used at root level
Not usually used at root level
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Recap
UISS-APAN is a version of SharePoint Not all features are activated Control users and groups at the site level Be careful when you delete a site Templates can be time savers Site Admins have lots of power.. Be careful
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Site Administration
there is a lot more to know
You have learned a lot in this course, but …
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UISS-APAN Site Administration
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Site Collection Admin
Extra Slides
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Site Collection Architecture
Top LevelSite
Sub site 1
Page Site 1 Site 2
Site Page 1
Sub site 2 Sub site 1
Sub site 2 page
Sub-sub site
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Default Group Permission Levels
Group Name Permission Level
Visitors Read
Members Edit
Owners Full Control
Viewers View Only