sharepoint power user (site owner) training
TRANSCRIPT
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SHAREPOINTSITE OWNER TRAINING
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Before we start…
2-hour, FREE, on-demand session recording is
available at https://youtu.be/L--oAoZ5Juo
You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint
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About Me
Gregory Zelfond
10+ years of experience with SharePoint
Huge SharePoint Advocate, blogger
Love to solve business problems using
code-free, out of the box SharePoint
configurations
Owner of SharePoint Maven
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About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK
THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING
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SharePoint User Types
End User (works with content)– Uploads/edits/deletes files– Creates content (documents, tasks, events, etc.)– Shares content
Power User/Site Owner (works with site)– Manages site– Creates web parts– Edits pages– Manages security
Administrator (works with site collection)– Manages site collections– Manages global security & permissions– Manages advanced SharePoint features
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Prerequisites
You know what SharePoint is
You have been using SharePoint for a while
You have Full Control (Site Admin) permission
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Agenda– SharePoint Elements
– Sites• Create New Site
• Navigation
• Look & Feel
• Security
– Pages• Editing Pages
• Add new page
– Web Parts (Apps)• Create new web parts
• Add Web Parts to a page
• Add custom metadata to lists and libraries
• Create custom views
– Q & A
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SHAREPOINT
ELEMENTS
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Basic SharePoint Elements
Sites–Used to organize/separate content
Pages–Displays content on a site
Web Parts (Apps)–Building blocks of a page/site
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Site Collection Hierarchy
Homepage Site
HR Site
HR Subsite HR Subsite
IT Site
IT Subsite
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iPhone® Analogy
SITE
PAGE
WEB PART
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SITES
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Create New Site
Gear icon > Site Contents > New subsite
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SITE
NAVIGATION
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2 types of Navigation
Top Link Bar (can be inherited)
Quick Launch (local/contextual)
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LOOK & FEEL
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Change the Look
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SECURITY &
PERMISSIONS
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Security & Permissions
Gear icon > Site Settings > Site Permissions
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Add Users to Security Groups
Always add users to Security Group
Never add users directly to the site!
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PAGES
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Change Page Layout
Edit the Page
Click on Text Layout drop-down
Choose new layout
Click Save
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WEB PARTS
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Add Web Parts – 2-step process
Create Web Part
1Add Web Part to the Page
2
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METADATA
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Add Metadata
Library/List Tab > Library/List Settings
Create Column
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VIEWS
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Create Views
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“How To” Blog Posts
How to set Security for a SharePoint site 4 ways to create Drop down navigation in SharePoint What are SharePoint Sites, Pages and Web Parts? How to configure Metadata Navigation in a document library How to implement Document Management System in SharePoint
using Content Types How to create SharePoint alerts How to add SharePoint Tiles to your site How to add a Video in SharePoint How to create an Org Chart in SharePoint How to create a SharePoint Project Site 4 ways to configure Document Library Choosing between OneDrive for Business & SharePoint How SharePoint Recycle Bin works How to sync SharePoint with Outlook
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SharePoint Webinars
How to manage projects in SharePoint using out of the box features
How to build amazing Intranet Sites in SharePoint using out of the box features
How to improve SharePoint User Adoption – practical tips and industry best practices
How to manage migration to SharePoint
SharePoint hacks you can’t live without
[NEW] Project and Portfolio Management with Project Online
[NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE
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Need help with SharePoint?
SharePoint Site Configuration and Customization
Document Migration to SharePoint
SharePoint Implementation Strategy
SharePoint Training
SharePoint User Adoption
SharePoint Governance
SharePoint Project Management
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THANK YOU!
Visit: sharepointmaven.com
Email: [email protected]
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions
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Q & A