sharepoint for beginners
TRANSCRIPT
SHAREPOINT FOR BEGINNERS
#SPSJHB 2016
Presented byVERONIQUE PALMER
@veroniquepalmer#SPSJHB 2016
WHAT DOES IT
LOOK LIKE?
Default SharePoint 2013 Site
A NEW WORLD
@veroniquepalmer#SPSJHB 2016
2010 / 2013 – Foundation, Standard, Enterprise
2016 – Standard, Enterprise
VERSIONS
Cloud – SharePoint Online, Office 365…
Lists / Forms
Libraries / Pages
STORING CONTENT
Appsx 22
Example of a List
And its Form
Libraries
Subfolders
Classified
DOCUMENTS
Metadata
META what?!
Columns Properties
Tags
MetadataTaxonomy
Folksonomy
All just a way to classify content
Even Subfolders Do That! (Badly)
Libraries and Metadata at Work
With
its
View
s
Naming Standards
Document Properties
Date Standards
DOCUMENTSTANDARDS
Search Results
YYYY-MM-DD
Pages – to Replace Documents
Add Pictures (think Process Flows)
Add Content – Then Tell People
About It
TWO STEPS TO SHAREPOINT…
Intra / Extranet Sites
Team Sites
Subsites
SITES
Departmental Sites
My Sites
User Groups
Permissions
Security
GROUPS
Restrict Access
Members
Owners
Visitors
DEFAULTGROUPS
SCA’sSite Collection Administrators
Site Level
List / Library Level
Subfolder Level
RESTRICT ACCESS
Document Level….
Doc
umen
t Lev
el…
.
THE 4 QUESTIONS
@veroniquepalmer#SPSJHB 2016
Who needs to
see it
Is any of this info
re-usable
What do I need to report on / manage
What must they do with it
?
INTRANET DESIGN
@veroniquepalmer#SPSJHB 2016
Intranet Home PageCompany NewsTelephone List
Policies and ProceduresLeave Forms
Templates
HBStaff Folders
Disciplinary MattersPayrollTraining
FinanceInvoices
Expense ClaimsCreditors
Audited Financials
MarketingEditable :
Brochures and FlyersPromotionsAdvertising
All Staff to View
Restricted Access
A Working Example
Human Beings(Intranet Home Page)
Company DiscussionsHow We Work
Client, Supplier, Staff DetailsCompany Details
Jam JarSales Pipeline
QuotesInvoices
Expense ClaimsFinancial Docs
ProjectsTimesheetsDatabaseChecklists
Project Docs
TrainingDelegate Database
Training MaterialSigned Registers
Training Day Updates
EventsBudgets
ChecklistsPlanningRSVP’s
Lessons Learnt
Legacy Leaving
Top of Site Collection / Top Level Site
Contain : Lists, Libraries, Pages and Subsites
SubsiteContain :
Lists, Libraries, Pages and maybe its own subsites
Lists and LibrariesContain :
Metadata and Views which you can display as dashboard on pages to
manage and store information
e.g...:
*** MUST understand the business process! ***
Dashboard / Nav / HomeViewsMetadataLibrariesDocsBusiness Process!
UNDERSTAND WHAT and WHY!
@veroniquepalmer#SPSJHB 2016
COLLABORATION
TEAM WORK
?
NEXT STEPS
@veroniquepalmer#SPSJHB 2016
Fix Docs
Plan in Excel
Speak to Everybody
Get Training Then Build Just One Thing
SharePoint 2010 and 2013 Default Site Elements http://www.letscollaborate.co.za/sharepoint-2010-and-2013-default-site-elements-posters/
Finding SharePoint in Office 365http://www.letscollaborate.co.za/finding-sharepoint-in-office-365/
Why You Need an Intranet (and What’s on LC’s)http://www.letscollaborate.co.za/why-you-need-an-intranet/
Office 365 for Beginners Video (35 minutes)https://www.facebook.com/video.php?v=881839258532311&set=vb.101806503202261&type=2
Or Slidedeck for the Above Videohttp://www.slideshare.net/VeroniquePalmer/office-365-for-beginners
Top Free Resources for Learning SharePoint with no Budgethttp://www.letscollaborate.co.za/top-free-resources-for-learning-sharepoint-when-you-have-no-budget/
Too Many SharePoint Choices – Here’s How to Narrow Them Downhttp://www.letscollaborate.co.za/too-many-sharepoint-choices-how-to-narrow-them-down/
Types of Dashboard in SharePointhttp://www.letscollaborate.co.za/types-of-dashboards-in-sharepoint/
SharePoint is Not Your Filesharehttp://www.letscollaborate.co.za/sharepoint-is-not-your-fileshare/
Why Using the Date Standard YYYY-MM-DD Workshttp://www.letscollaborate.co.za/why-using-the-date-standard-yyyy-mm-dd-works/ R
ESO
UR
CES
