Sharepointtutorialtrainingintroduction 150321073001 Conversion Gate01

SHAREPOINT TUTORIAL
INTRODUCTION TO SHAREPOINT
GREGORY ZELFOND
sharepointmaven.com @gregoryzelfond
About Me
 Gregory Zelfond
 10+ years of experience with SharePoint
 SharePoint advocate, blogger
 Love to solve business problems using code-free, out of
the box SharePoint configurations
 Owner of SharePoint Maven (sharepointmaven.com)
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLOCK

THE POWER OF SHAREPOINT
MIGRATION CONSULTING TRAINING
Did You…
 Just acquire Office 365 / SharePoint Online?
 Want to start using SharePoint, but don’t
know where to start?
 Can’t find any relevant or concise training
materials on the web?
YOU ARE IN LUCK!!!
This FREE SharePoint Tutorial will…
 Explain SharePoint in basic and non-
technical terms
 Give you an overall idea of SharePoint key
concepts
 Provide you with enough information to
start configuring your own SharePoint Site
It is super easy…
Tutorial so easy to understand...
…You’ll feel like a king at the end
This Guide will cover…
 Sites
 Pages
 Web Parts
 Views
 Security
 Navigation
LET’S START!!!
What is SharePoint?
It is many different things. Any of these apply
 Collaboration Platform
 Information Management System
 Document Repository
 Company Intranet
 Team Sites
 Business Portal
 Framework for developing business applications
Evolution of SharePoint
 Born in 2001
 Historically, evolved as collaboration platform
adopted by many large organizations
 Required extensive server infrastructure for on-
premise installations
 Major versions: 2001, 2002, 2003, 2007, 2010,
2013 (current) and 2016 (planned)
SharePoint & Office 365
 Since 2011, SharePoint got bundled with Office
365 Subscription Service
 Can still be acquired as an on-premise solution or
new “cloud” solution (SharePoint Online)
 Cloud (SharePoint Online) version does not
require Infrastructure investments by
organizations
 SharePoint Online is very affordable as a result
Basic SharePoint Elements
 Sites
– Used to organize content by function or purpose
 Pages
– Displays/separates content on a site
 Web Parts (Apps)
– Building blocks of a page/site
 Views
– Control what information is displayed
 Security
– Controls who sees the information displayed
 Navigation
– Logical roadmap users follow to find the information
SITES
SharePoint Sites
 All Sites you create sit under Top-Level (home)
Site (which you get by default out of the box)
– For example, https://yourcompanyname.sharepoint.com is
the top level site you get by default
– Every new site you create will sit under it
 Deep hierarchies can be built if required
 Best practice: Stay as flat as possible

– No more then 1-2 sub-sites deep, otherwise becomes
a headache to manage
Example of a SharePoint Site Hierarchy
Top-Level Site Homepage
Level 1 Subsites PMO Finance
Level 2 Subsites Project Project

Site 1 Site 2
Concept of a Site Collection
 All sites sit in a Site Collection
 By default, you get 1 Site Collection
(https://yourcompanyname.sharepoint.com)
 Additional Site Collections can be created if
necessary (each with its own top-level site and
subsites)
 Best Practice
– If you have only few sites – stay with just 1 (one) site
collection
– If you plan to have many sites/ expansive intranet – need
to have multiple site collections
Example - List of Site Collections
DEFAULT SITE COLLECTION
NEW SITE COLLECTION
What? Why do I need multiple Site Collections?
 A great way to separate Administrative

functions
– i.e. multiple business units within same organization
 Improves performance
 Best Practice: If you plan to share externally –
those sites need to go into separate site
collection (helps prevent accidental sharing of
internal information)
Example: Multiple Site Collections Hierarchy
Site Collection 1
HOMEPAGE
Site Collection 2
Project Department External

Sites Sites Sites
PAGES
SharePoint Pages
 Multiple pages per site can be

created
 Pages used to separate and
present content
 Determines look & feel of a
site/page
 Different (default) page layouts
available
Default look of a site/page
WEB
PARTS
Web Parts
 Definition: Web Part is a

modular and reusable
component that can be placed
into SharePoint Page to display
certain content
 Think of iPhone® “Apps” for

SharePoint
Most Common Web Parts
 Document Library
 Calendar
 Contact List
 Issues Tracking
 Tasks
 Announcements
Example Web Part: Document Library
Example Web Part: Tasks
VIEWS
Views
 Definition: Views allow user to
control how information from a
certain web-part is displayed
 Very powerful, but pointless if
proper metadata is not setup
 Some of the things views
control:
– Which columns to display
– Order of Columns
– How information is sorted
– How information is filtered
– How information is grouped
Example of a Document Library View
View Name
Grouping Sorting & Filtering
SECURITY
Security/Permissions
 Controls who sees information

 Can be set at the following levels:
– Site
– Web Part
– Folder
– Document/Item
 Permissions can be assigned to a user or

SharePoint Security Group
Default Permission Levels
Permission Level Description
Full Control Has full control
Design Can view, add, update, delete, approve, and customize
Can add, edit and delete lists; can view, add, update and
Edit
delete list items and documents
Contribute Can view, add, update, and delete list items and documents
Read Can view pages and list items and download documents
Can view specific lists, document libraries, list items, folders,
Limited Access
or documents when given permissions
Can view pages, list items, and documents. Document types

View Only with server-side file handlers can be viewed in the browser
but not downloaded
Courtesy: microsoft.com
Security Best Practices
 Best Practice: Stay at the site level security, do not
control security at Web Part, Folder or
Document/Item Level
 Unless you want to manage security on a full-time basis. It is a
headache to manage
 Breaking security inheritance negatively impacts performance
 Best Practice: Control permissions at the group level,

do not assign permissions to individuals
 Easier to manage. Once Security Groups are created, just
add/remove users from it
NAVIGATION
Navigation
 Logical roadmap users follow to find the information
 2 types of navigation: Global & Current
 Global Navigation
– Meant for “global” site navigation. Typically stays the same
from site to site (i.e. links to Home, Department Sites, etc.)
– Appears horizontally at the top of the site/page
 Current Navigation:
– Meant for “local” navigation within a site (i.e. links to sub-sites
underneath or web parts present on a site)
– Appears on the left hand—side of a site/page
– Called Quick Launch in SharePoint
Navigation Example
Global Navigation
Current Navigation (Quick Launch)
Tell me more about SharePoint
More to come…
 This was Part I of SharePoint Tutorial/Training
 Future Parts will cover more intermediate &
advanced features of SharePoint
 No matter how many SharePoint tutorials and user
guides you read or videos you watch, you will not
really learn SharePoint
 You need to start using it to “understand” it
That should
be You!
Additional reading
 Did you enjoy this presentation?
 Help spread the word by sharing a link to it with your

friends and colleagues by email or social media
 Here are links to additional content you might find useful

– 12 reasons folders in SharePoint are a bad idea
– Introduction to SharePoint Metadata
– Top 5 reasons why SharePoint is great for nonprofits
– 5 ways to manage documents in SharePoint
– 10 reasons why SharePoint training matters
– 10 practical tips to boost SharePoint user adoption
Acknowledgements
I used the following materials and websites while
preparing this tutorial:
 My own knowledge and expertise in SharePoint
 Images used in this presentation under Creative
Commons License
– clker.com
– clipartpanda.com
– wallpaper-kid.com
– clipartpal.com
 Logos of the following organizations

– Microsoft
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
THANK YOU!
Get in touch if you have questions
Visit: sharepointmaven.com
Email: greg@sharepointmaven.com
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond

Sharepointtutorialtrainingintroduction 150321073001 Conversion Gate01

Încărcat de

Informații document

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

Sharepointtutorialtrainingintroduction 150321073001 Conversion Gate01

Încărcat de

Drepturi de autor:

Formate disponibile

SHAREPOINT TUTORIAL

I HELP ORGANIZATIONS TO UNLOCK

MIGRATION CONSULTING TRAINING

Tutorial so easy to understand...

…You’ll feel like a king at the end

 Deep hierarchies can be built if required

 Best practice: Stay as flat as possible

Top-Level Site Homepage

Level 1 Subsites PMO Finance

Level 2 Subsites Project Project

DEFAULT SITE COLLECTION

NEW SITE COLLECTION

 A great way to separate Administrative

Project Department External

 Multiple pages per site can be

 Definition: Web Part is a

 Think of iPhone® “Apps” for

 Controls who sees information

 Permissions can be assigned to a user or

Can view pages, list items, and documents. Document types

 Best Practice: Control permissions at the group level,

Current Navigation (Quick Launch)

 Help spread the word by sharing a link to it with your

 Here are links to additional content you might find useful

 Logos of the following organizations

Get in touch if you have questions

S-ar putea să vă placă și