SharePoint 2010 101 @ SPSVB
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SharePoint 2010 Jumpstart Jan 8, 2011 Video Recording: Part 1: http://vimeo.com/18638634 Part 2: http://vimeo.com/18650623
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Transcript of SharePoint 2010 101 @ SPSVB
SharePoint 2010 Jumpstart
Jan 8, 2011 Video Recording:
Part 1: http://vimeo.com/18638634
Part 2: http://vimeo.com/18650623
What Does This Mean?
8 5 4 9 1 7 6 3 2 0
What Does This Mean?
SharePoint
Session Objectives ¡ In this session, we will:
¡ Evaluate the key new features of SharePoint 2010 and determine organizational benefits
¡ Take advantage of the enhanced user experience to increase collaboration and productivity
¡ Effectively store, share and manipulate information with the new tools in SharePoint 2010
¡ Effectively facilitate better collaboration with SharePoint 2010
Dux Raymond Sy, PMP, MVP
¡ Managing Partner, Innovative-E, Inc.
¡ Author, “SharePoint for Project Management” by O’Reilly Media
¡ For more information, connect with Dux
¡ E-Mail: [email protected]
¡ Twitter: twitter.com/meetdux
¡ LinkedIn: meetdux.com/li
¡ Blog: meetdux.com
SharePoint 2010 Jumpstart
¡ Hello, SharePoint 2010!
¡ Leveraging SharePoint Sites
¡ Effectively Managing Information
¡ Utilizing Web Parts
¡ SharePoint User Management
Share
+
Point
In a Perfect World
¡ Collaboration tools should be appropriate to maturity, skill set and existing tools
¡ Accessibility
¡ Information needed can be accessible in a central location
¡ Traceability
¡ One-stop shop
¡ Team collaboration
¡ Easily work with colleagues whenever, wherever, and however
Business Collaboration Platform ¡ Key capabilities
¡ Collaboration
¡ Document Management
¡ Content Management
¡ Business Intelligence
¡ Process Automation
¡ Key components
¡ SharePoint Foundation
¡ SharePoint Server 2010
¡ SharePoint Designer 2010
What if SharePoint is a Car?
Car SharePoint
Purpose:
What’s required?
Purpose:
What’s required?
SharePoint Geek Vagen
SF vs SS
¡ SF is the core technology of Microsoft SharePoint
¡ Considered as the “engine” of SharePoint
¡ Provides document management and team collaboration tools
¡ WF is available for free as long as your organization is utilizing Windows Server 2008
¡ SS extends the capabilities of SF
¡ Going back to our car analogy, SS provides extended capabilities such as GPS, a DVD system, Voice Commands, etc.
¡ Extended features include Enterprise search, Personalization, Enterprise Content Management, etc.
¡ Unlike SF, SS is not available for free
SharePoint Designer 2010
¡ Extends the ability to customize SharePoint without programming ¡ Custom branding
¡ Integrate external data sources
¡ Develop custom workflows
¡ Allows rapid development of custom SharePoint 2010 applications
2007 vs 2010
¡ New key features ¡ Enhanced User Interface (UI)
¡ Access services
¡ Visio services
¡ Business connectivity services
¡ Sandboxed solutions
¡ Windows PowerShell
¡ PerformancePoint services
¡ Health monitoring
¡ Managed metadata
¡ Digital asset management
¡ Social computing
Cross Browser Compatibility
¡ SharePoint 2010 relies heavily on JavaScript & related tech
¡ SharePoint 2010 supports industry standard ¡ Adopted the Web Content Accessibility Guidelines 2.0 (WCAG
2.0)
¡ Integrates Accessible Rich Internet Application (ARIA)
¡ Details: http://bit.ly/bv6QEl
¡ What does this mean? ¡ Non-IE browsers will
almost have the same browsing experience
¡ Read “Maximizing SharePoint 2010 on a Mac + iPhone or iPod + iPad”
¡ http://bit.ly/9IX851
Ribbon Interface
¡ Serves as a toolbar for ¡ Navigation
¡ Editing
¡ Updating settings
¡ Consistent with Microsoft Office ribbon interface ¡ Customizable
¡ Add or remove tools/icons
¡ ECMAScript is used to interact with these new UI controls, using Visual Studio 2010
SharePoint 2010 Jumpstart
¡ Hello, SharePoint 2010!
¡ Leveraging SharePoint Sites
¡ Effectively Managing Information
¡ Utilizing Web Parts
¡ SharePoint User Management
SharePoint Sites
¡ Web sites primarily intended for group collaboration
¡ Normally created for cross-functional teams and the like ¡ Departments
¡ User groups
¡ Project teams
Site Hierarchy
Site Hierarchy
¡ Top-level sites ¡ A top-level site is created upon installation of SharePoint
¡ New top-level sites can be created
¡ Aka Root Web Site
¡ Sub-sites ¡ Sites that are created beneath an existing site
¡ Beneath a top-level site
¡ Beneath an existing sub-site
¡ Top-level sites can have multiple levels of sub-sites
¡ Site collection ¡ Aggregation of the top-level site and its sub-sites
¡ Site collections are independent of one another
¡ A top-level site without any sub-sites = site collection
Example: Corporate Intranet
Site Templates
¡ SharePoint comes with site templates for convenient site creation ¡ The template determines the default functionality
¡ Also determines the site’s layout, menus, Web Part positioning, etc.
¡ Custom templates can be created
Site Interface
Site Interface
1. Site Actions
2. Ribbon interface
3. Top link bar
4. Quick Launch
5. Page content
Navigating SharePoint
¡ Navigate Up folder icon
¡ Breadcrumb
Page Editing
¡ Typically, the homepage is a wiki page
SharePoint 2010 Jumpstart
¡ Hello, SharePoint 2010!
¡ Leveraging SharePoint Sites
¡ Effectively Managing Information
¡ Utilizing Web Parts
¡ SharePoint User Management
Lists
¡ A collection of shared information items displayed on a site ¡ Most of the information in a SharePoint site is organized and stored
in lists
¡ Everyone who has access to the site will be able to view lists
¡ Viewing a list is comparable to viewing information in a spreadsheet ¡ Information is displayed in a tabular format made up of rows and
columns
Common Lists
¡ Announcements
¡ Links
¡ Calendar
¡ Survey
¡ Tasks
¡ Contacts
¡ Issues
Managing Lists
¡ SharePoint lists can be managed from the ribbon interface
¡ List tools
¡ List Item Tools
Creating Lists
¡ Out-of-the-box lists and custom lists can be added to a site ¡ Only site members with the appropriate privileges can do so
Discussion Boards
¡ Similar to online message boards you may have seen on the Web ¡ Like news groups or Web logs
¡ Provides threaded-discussion capability ¡ Participants can reply to any message in the discussion
¡ Can view discussions hierarchically or as a flat list
Tasks Lists
¡ A list that is intended for task assignments that includes ¡ Start date
¡ Due date
¡ Task priority
¡ % Complete
¡ Description
¡ Indicate task status ¡ In progress
¡ Completed
¡ Deferred
¡ Waiting for someone else
Libraries
¡ Files are stored and organized in libraries ¡ Similar to storing files in folders
¡ Libraries are organized in lists ¡ Features and functionalities in lists are mostly applicable to libraries
¡ Multiple types of libraries
Document Libraries
¡ Provides a centralized location ¡ Document storage
¡ Controlled access of documents
¡ Shared Documents is a document library that is created by default whenever a site is created from a site template
Picture Libraries
¡ Used to manage digital images ¡ Although images can be stored in document libraries, image
libraries have special features to view and use graphical content
¡ Picture libraries are created similarly to how lists or libraries are created
Populating Libraries
¡ In a library of a SharePoint site
¡ New Document option creates and stores a Word document
¡ Upload option allows single or multiple document uploads
¡ Using Microsoft Office ¡ Save a document to the document library that is set up as a
network place
¡ Dragging and dropping documents into the library with Windows Explorer ¡ Can be enabled with
“Open with Explorer” feature
Document Management Features
¡ Apart from centrally storing information and documents, lists and libraries provides several document management features ¡ Check-out/check-in
¡ Version history
¡ Content approval
Custom Views
¡ New views can be created to match user or group interest
Creating Views
¡ Custom views can be created ¡ Go to the list
¡ From List Tools, select the List tab, then click Create View
¡ View format
SharePoint 2010 Jumpstart
¡ Hello, SharePoint 2010!
¡ Leveraging SharePoint Sites
¡ Effectively Managing Information
¡ Utilizing Web Parts
¡ SharePoint User Management
What are Web Parts?
¡ Customizable software component that serves a particular purpose ¡ Created in a Microsoft development environment
¡ Examples: ¡ Displaying data from legacy systems
¡ Streaming stock quotations from an online Web service
¡ Geographically specific weather information
¡ Benefits ¡ Reduces complexity of integrating new site functionalities for non-
programmers
¡ Common Web Parts are available from Microsoft and third-party providers
Web Part Zones
¡ Web Parts are stored in containers called web part zones
Adding Web Parts
¡ Site owners can add and customize Web Parts ¡ Must be in Edit Page mode
¡ To add Web Parts, from the ribbon interface, under Editing Tools, Insert, click Web Part
¡ To move a Web Part, select and drag the Web Part into another zone
Editing Web Part Properties
¡ Properties of Web Parts can be customized ¡ From an existing Web part, click the drop-down menu, select Edit
Web Part
Custom Web Parts
¡ Although SharePoint comes with a number of useful Web Parts, it is unlikely to handle every situation ¡ Each organization has different unique systems to integrate
¡ Therefore, custom Web Parts need to be created
¡ Examples of custom Web Parts: ¡ Displaying reports (Crystal Reports, SQL Server Reports, etc.)
¡ Integration of Customer Relationship Management tools (CRM) (SAP, Siebel, etc.)
¡ Stream content from external sources
¡ Custom Web Parts can be downloaded from various online resources
SharePoint 2010 Jumpstart
¡ Hello, SharePoint 2010!
¡ Leveraging SharePoint Sites
¡ Effectively Managing Information
¡ Utilizing Web Parts
¡ SharePoint User Management
Who Can Access SharePoint Sites?
¡ SharePoint sites are intended for a community of users
¡ Site Membership is defined ¡ During site creation
¡ Even after the site is created
¡ In order to be added as a site member, a user has to be added to SharePoint first
¡ SharePoint users can come from various sources known as authentication providers
¡ Authentication providers are defined from SharePoint Central Administration
Authentication Providers
Windows
FBA
Web SSO OpenID
OAuth
FB Connect
SharePoint
Site 1 Site 2 Site 3
Site Membership
¡ How are site members added? ¡ Manually by site owner
¡ User request
¡ What are SharePoint groups? ¡ A convenient way to manage groups of people within a site or
who collaborate frequently on many sites in a site collection
¡ How are user permissions defined? ¡ Site permissions
¡ Library/List Permissions
¡ Item-level permissions
Site Access
SharePoint Site
Shared Documents
Calendar
Performance Eval Meeting
Tasks
Dux
Members
Jerry Elaine
George Cosmo
C
R
C
No Access
Communication Planning is Key
¡ Determining communication needs and mapping to site access are essential ¡ Both incoming and outgoing
¡ Site owners/managers are responsible 1. Identify communication requirements
2. Group site users
3. Map communication requirements to site permissions
4. Enforce permission change management
5. Document & maintain site access information
¡ Watch Best Practices in Managing SharePoint Site Users: http://vimeo.com/16145876
Questions?
E-Mail: [email protected]
LinkedIn: meetdux.com/li
Blog: meetdux.com
Twitter: twitter.com/meetdux
How did you like the presentation? http://meetdux.com/feedback
Thank You!
