SHAREPOINT NEWBIES Claudia Frank, 17 January 2016

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1 SHAREPOINT NEWBIES Claudia Frank, 17 January 2016

2 AGENDA

3 WHAT IS SHAREPOINT?

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5 SHAREPOINT 2013 KEY FEATURES Data Connectivity Business Connectivity Services Import Data without Code User driven solutions with: SharePoint Designer Visual Studio Data Interaction Excel Services Visio Services Rich Data Visualization Organizational Effectiveness Scorecards Reporting Dashboards Composites Insights Sites SharePoint Search FAST Integration Social Relevance Navigation Easy Site Creation and Customization Cross Browser Support MS Office Ribbon UI Mobile Access Communities Content Social Connection MySites Wikis, Blogs, Discussions News Feeds and Alerts Informal knowledge Metadata and Tagging Social Authoring Enterprise Content Types Taxonomies Metadata and Navigation Document Sets Audio and Video Content Types

6 SHAREPOINT S FLAVORS SharePoint Online + SharePoint Server Enterprise Further Functionalities Business Intelligence ediscovery etc. SharePoint Foundation SharePoint Server Standard + Additional Functionalities Social Features Additional Workflows Excel Services etc. Term Store Core Functionalities Sites Lists and Libraries Web Parts Document Management Simple Workflows MS Office Connections

7 SHAREPOINT BUILDING BLOCKS

8 SHAREPOINT S KEY ELEMENTS STARTING FROM WEB COLLECTION TO ITEM Collection Web Sites Website Collection Set up by Web Site Admin Not visible for End User Web Sites Web Sites contain lists, libraries and and very often sub sites and pages Pages, Lists, Libraries Text, Items, Files, WebParts Pages, Lists, Libraries Different lists and libraries for various needs. Blank Pages and Web Part Pages Text, Items, Files, WebParts Text, items and files for user content. Web Parts as building blocks

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10 TYPICAL ELEMENTS ON A SHAREPOINT SITE Lists and Libraries Calendar Libraries 1 Discussions Lists 1 Libaries are specialized lists for holding documents

11 LISTS AND LIBRARIES ON A SITE List Library Same Content

12 LISTS AND LIBRARIES ON A SITE List in SharePoint: here Task List View Filter Library in SharePoint View Filter

13 LISTS VERSUS LIBRARIES IN SHAREPOINT LIST Lists are editable, web based tables and look similar to Excel or Access spreadsheets SharePoint provides several predefined and customizable lists Lists can be sorted and filtered using the column headings Deleted list items can be restored by the Recycle bin LIBRARY Libaries are lists with the focus on holding documents and assets in it. Behaviour very much like lists. SharePoint provides several predefined and customizable libraries Libraries can be sorted and filtered using the column headings Upload of documents via browser or Windows Explorer Provides document management features like check in and check out and versioning etc. Deleted items can be restored by the recycle bin

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15 WEB PARTS AS BUILDING BLOCKS Different catagories of Web Parts ("Apps")

16 SHAREPOINT AND ITS SOCIAL FEATURES

17 FACEBOOK AND TWITTER-LIKE FEATURES

18 SOCIAL FEATURES IN SHAREPOINT Share Site Hashtag Follow Site Mention Like

19 BLOGGING TOOLS FOR MANAGING COMMUNITY PORTAL Blogging Tools for Site Owner

20 PERMISSION AND ROLES

21 PERMISSIONS AND ROLES IN SHAREPOINT Site owner Full control Contains all permissions on the respective site Designer Design Can view, add, update, delelete, approve, and customize Site members Contribute Can view, add, edit, update and delete items in existing lists and document libraries Readers Read Can view pages and list items and download documents

22 THE INFLUENCE OF INHERITENCE Inheritance Site List or library Folder Document or item PLEASE NOTE: Don t break inheritance, unless it is really necessary. The SharePoint roles and permission scheme is not suitable for handling complex permission plans.

23 Increasing rigidity of governance GOVERNANCE AND ROLES Few authors/many readers Portal Division s Depart ments Teams Project Groups Internal Blogs Corporate Communication Central Taxonomy Central Navigation Enterprise Search Division News Business Processes Resources Many authors My Sites (Bios, Blogs, Social) Personal

24 SITES AND SITE COLLECTIONS

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26 SITE HIERARCHIES IN SHAREPOINT Top Level Site with Sub Sites Top Level Site Sub Sites Sub Sub Sites

27 OBJECT MODEL IN SHAREPOINT 1 Site Collection Site Collection Top Level site 2 Sub Sites Sub Sub Site 3 Lists Item 1 Item 2 Item 3 Field 1 Field 2 Field Fields List Items

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29 SERVICE OFFERING IN GERMANY Information Architecture Facilitation Training Business analyses, sub project management or project collaboration for the set up of your knowledge management with SharePoint Facilitation of workshops with the key topics taxonomy and meta data, SharePoint governance and change management Development of company specific training also as blended learning and specific video training

30 FURTHER QUESTIONS? Get in touch Google+/Frank Slideshare/ClaudiaFrank XING/ClaudiaFrank Youtube/ClaudiaFrank