synapseindia sharepoint development presentation on sharepoint info
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SynapseIndia SharePoint Development-Presentation on Sharepoint info
Enhance the way people collaborate with documents in SharePoint
Speaker Quiet/Prep Room is 302 also the break room behind the Registration table is for speakers and volunteers only It will be monitored so you may leave valuables/luggage there safely.
The Bottom Line
People just want to get work done
Technology its a tool that enable us to achieve results
Learning is not sequential, its a personal experience
Knowledge is interactive!
People learn things they decide to learn, no what teacher teach, keep in mind!
We now longer remember things we know we can find!
SharePoint
The new SharePoint is all about getting things done together.
SharePoint has a lot of features, capabilities, functionality available out of the box (OOB).
What I will cover today:How to simplify SharePoint and make more effective use of OOB capabilities
How to maximize adoption and make sure SharePoint works well for the end user
Focus on file management and user experience
Lots of demos!
Common way to set up SharePoint for dealing with documents
Like a file share (folders and default view)
1. Folders lots of clicking, single dimension for viewing
2. No metadata no navigation, no search
Great for contributors, a nightmare for consumers
Common way to set up SharePoint for dealing with documents
Metadata instead of folders
1. Unfamiliar to users
2. Forces users to add metadata (theyre lazy and will pick the 1st choice)
3. No good drag & drop & tag
4. No good offline experience
Great for consumers, a nightmare for contributors
Drill down on outcomes & features
Site Columns
Manage Metadata
Choice
Document LibrarySite Columns
Views
Folders
Manage Metadata Filtering
Column default value settings
Drag and Drop
Permissions
Manage MetadataTerm Set
Search
One Drive for Business
Content organization
Content discovery
Content consumption
Content authoring
Content filtering
Content security
Content versioning
Site Columns
Site columns are data type definitions at site collection level, they are centrally managed and can be used to reference a data value on any a list or library in the site collection.
Site Column - Examples
NameTypeGroupDescription
TopicManage MetadataIntranet ColumnsColumn that reference the Topic Term Store
DepartmentChoiceIntranet ColumnsList of departments
Policy TypeChoiceIntranet ColumnsRegulatory, Internal, Miscellaneous
Procedure TypeChoiceIntranet ColumnsOperational, Instruction, Manual, Recovery
Form TypeChoiceIntranet ColumnsRequest, to be determine.
Report TypeChoiceIntranet ColumnsProduction, Imaging, Financial, Compliancy
SummaryTextIntranet ColumnsGeneral information column.
Review DateDateIntranet ColumnsReview date.
Publication DateDateIntranet ColumnsPublication date.
DEMO
Create Doc Type site column
Site Content Types
Content Types are data structures that represent a business entity, they group Site Columns.
Content Types represent the different types of information and content existing on a site.
Content Type is a composite of configuration settings for your content, settings like Information Management, Workflows.
Content Type support inheritance so you can re-use and extend settings
In order to provide meaning and context to the content stored in the Intranet we need to define a set of Content Types that make sense to your business in order to provide a consistent approach for the type of content that the Intranet will support today and tomorrow.
Site Content Types - Examples
NameDescription
PolicyA policy is a guiding principle used to set direction in an organization. It should be used as a guide to decision making under a given set of circumstances within the framework of objectives, goals and management philosophies as determined by senior management.
ProcedureA procedure is a particular way of accomplishing something. It should be designed as a series of steps to be followed as a consistent and repetitive approach or cycle to accomplish an end result. Once complete, you will have a set of established methods for conducting the business of your organization, which will come in handy for training, process auditing, process improvement, or compliance initiatives.
FormAn electronic document that users can enter data into and print.
ReportA report is a specific form of writing that is organized around concisely identifying and examining issues, events, or findings that have happened in a physical sense, such as events that have occurred within an organization, or findings from a research investigation. Reports within PEIWC can be findings documents from analysis, white-papers and research documents, strategic plans, or data driven automated reports.
ProposalHuman ResourceCurriculumMarketing
Site Content Types - Examples
DEMO
Create Human Resource Document Content Type and configure in document library
Views
Views allow us to visualize the data in different way. Highly flexible for create representation of our content. Use a view to display recent documents for content consumers and a another view to display folder structure for content creators
DEMO
Modify All Documents view and create All Folders view
Folders
Folders are great for people that contribute with content. Represent a hierarchical view of the data. Folders are not so great for people that consume the content, they need to drill down in order to get what they want.
Three valid reasons for folders:
Security Security Trimming
Location-based default values
SharePoint Library Sync & OneDrive for Business
DEMO
Enhance existing folder and apply permissions
Metadata Navigation and Filtering
Enables metadata-based navigation and filtering. Provides tree view hierarchies and filter controls to improve navigation and filtering of the contained items
DEMO
Enable Metadata Filtering feature and configure in document library
Sync local copy
People like to work they way the know. So with OneDrive for Business we can enable user to work locally in offline mode
DEMO
Enable Metadata Filtering feature and configure in document library
Site Metadata
Manage Metadata
Its a service for storing Terms and use those terms to Tag content
The goal is to use Terms to describe content and provide better meaning to non relational or unstructured data like files, presentations, excel spreadsheets or word documents
We can create Terms in a hierarchy up to 7 nested levels
Companies use this to describe strategic terms or business topics that content can be related to
SharePoint offers a lot of features for Tagging and provide some knowledge management features
DEMO
Create Customers Term Set
DEMO
Human Resource quick demo
DEMO
Proposals demo
Achieve successful adoption by employing best practices for document content by using:
Metadata Columns
SharePoint LibrariesSearch
FoldersOneDrive for Business
Mobile Access
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2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
#SPSSD @sanspugSan Diego 2014Click to edit the title text formatClick to edit Master title style
SharePoint Saturday San DiegoNovember 15, 2014 UCSD Extension
#SPSSD @sanspugSan Diego 2014Click to edit the title text formatClick to edit Master title style
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1/1/15
#SPSSD @sanspugSan Diego 2014Click to edit the title text formatClick to edit Master title style
Click to edit the outline text formatSecond Outline LevelThird Outline LevelFourth Outline LevelFifth Outline LevelSixth Outline LevelSeventh Outline LevelEighth Outline Level
Ninth Outline LevelClick to edit Master text stylesSecond levelThird levelFourth levelFifth level