Oh the places you will go mpls

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Oh, The Places You’ll Go With SharePoint

Transcript of Oh the places you will go mpls

Oh,

The Places You’ll

Go

With

SharePoint

CONGRATULATIONS

THING 1—Liz Sundet

Liz Sundet– User Experience Manager with ProtivitiMBA, PMP, CBAP, CSM Musician:

Biker— “Throttles Not Pedals”Email: [email protected]

Connect with me on LinkedIn http://www.linkedin.com/in/lizsundet/

Blog: itsocialbutterfly.wordpress.com

Follow on Twitter: @percusn

Thing 2 - Tamara Bredemus• SharePoint since 2008

• Solution Architect, Trainer, Blogger

• Business Perspective

• Code Free

• Find Me

• @TamaraBred

• HeyTamara.com

[email protected]

Agenda•Tips

•Tricks

•Gotchas

•Ah Ha!All The Things

We Screwed Up

And

Wanted To Go

Back and Fix

Or

http://tinyurl.com/OhThePlacesSP

One Word Naming

• Site

• Sub-site

• Library

• List

• Column

• View

• Document

ONEWOR

D

URL and HTML CODEhttps://percusn.sharepoint.com/Shared%20Documents/Test.docx

Vs

https://percusn.sharepoint.com/Shared%20Documents/The%20Things%20to%20do%20when%20Visiting%20a%20Who%20In%20Whoville%20in%20December.docx

Site Columns

Create it onceand then you’re done Parent

Sub-Site A

A1

A2

Sub-Site B Sub-Site C

C1

C1a

• Department (choice)• Finance

• HR

• IT

• Marketing

• Sales

• Make a change

• Push it down

Create it onceand then you’re done Parent

Sub-Site A

A1

A2

Sub-Site B Sub-Site C

C1

C1a

• Create it high.

• Use it low.

• Use it where ever you go.

Create it onceand then you’re done Parent

Sub-Site A

A1

A2

Sub-Site B Sub-Site C

C1

C1a

• Create at sub-site.

• Now I’m sad.

• I can’t share with the sisters I have.

Create it onceand then you’re done

Parent

Sub-Site A

A1

A2

Sub-Site B Sub-Site C

C1

C1a

• Create at Content Type Hub

• Use Enterprise Wide

Parent

Sub-Site A

A1

A2

Sub-Site B Sub-Site C

C1

C1a

Content Type Hub

List Tab > Settings Group > List SettingsSite Settings > Web Designer Galleries > Site Columns

List Tab > Settings Group > List SettingsSite Settings > Web Designer Galleries > Site Columns

List Tab > Settings Group > List SettingsSite Settings > Web Designer Galleries > Site Columns

Create it onceand then you’re done

1. Go to List

2. List Tab

3. List Settings

4. Add from existing column

Content Types

Content Type Defined:

• A Group of columns and properties that describe something

• Group items together on the same library or list by using content types to control your forms

FIRST CHOOSE THE

LIBRARY OR LIST AND

GO TO SETTINGS

THEN CLICK THE

ADVANCED SETTING

FROM THE GENERAL

SETTINGS AREA

CHOOSE YES TO ALLOW MANAGEMENT OF CONTENT TYPES

Upload Documents

Upload Docume

nts• We’ve got documents

Yes indeedy

• Uploading is

• Easy

Upload Docume

nts• We’ve got documents

• Yes indeedy

• Uploading is

• Easy

• Easy

Upload Docume

nts• We’ve got documents

• Yes indeedy

• Uploading is

• Easy

• Easy

• Easy

Upload Docume

nts• Upload multiple

• Required Fields

• No checked-in version

Upload Docume

nts• Require Check Out

OR

• Upload multiple +

Required Fields

=

• No checked-in version

• Only uploader can see

Upload Docume

nts1. Library Tab

2. Library Settings

3. Permissions & Management

4. Mange files which have no

checked in version

5. Select all

6. Take Ownership

7. Fill in required columns or

check in doc

Versioning

Versioning

• 2007 & 2010 whole copies

• 400,000 major versions

• Attachments not versioned

• Change to metadata

= new version

Versioning

• Set limits

• Also affects Append Text

Versioning

• Major and minor keeps all drafts for number of specified major versions

ALL

Versioning

• You just want to know if

versioning is a go

• But settings are set to no

access

• Click the ellipse, the ellipse

and now you know.

• Versioning is a go, go, go

Versioning

• You know you want to.

Yes you do.

• Add the version column to

the view.

Where Oh Where

Is thePrint Button?

Sync Files

SYNC FILES

• OUTLOOK

MOVE FILES

• OPEN WITH EXPLORER

Navigation

Navigation

• Quick Launch

• LeftNav

• Current Navigation

• Global Navigation

• Top Link Bar

• Tabs

• Ribbons

Navigation

• Quick Launch

• LeftNav

• Current Navigation

• Global Navigation

• Top Link Bar

• Tabs

• Ribbons

Navigation

• Quick Launch

• LeftNav

• Current Navigation

• Global Navigation

• Top Link Bar

• Tabs

• Ribbons

Navigation

• Quick Launch

• LeftNav

• Current Navigation

• Global Navigation

• Top Link Bar

• Tabs

• Ribbons

Navigation

• Quick Launch

• LeftNav

• Current Navigation

• Global Navigation

• Top Link Bar

• Tabs

• Ribbons

With Publishing Without Publishing

With Publishing

With Publishing

Without Publishing

Without Publishing

Without Publishing

Without Publishing

Promoted Links

Audience Targeting

vs Permissions

Audience Targeting Permissions

Audience Targeting Permissions

• Items & Files

• Navigation

• Web Parts

• Sites

• Lists & Libraries

• Folders

• Document Sets

• Files

Audience Targeting Permissions

• I can’t see it right now

• I can get to it

• I can’t see it

• I can’t get to it

• I won’t see it in search results

Sharing

YOU ARE ABOUT TO CHANGE

SECURITY! YES, INDEED!

OMG!

Invitation to Join

Where: Add to group

Who: Your Site Admin

Web PartsSome are called App Parts

Web and App Parts• Add multiple views

to a page

• Connect them to

see related information

• Make your site fancy

AND WILL YOU SUCCEED?

YES! YOU WILL INDEED!

98 AND 3/4 PERCENT

GUARANTEED

Oh, The Places You Will Go

With SharePoint

Liz [email protected]

@percusn

http://www.linkedin.com/in/lizsundet/

itsocialbutterfly.wordpress.com

Tamara Bredemus

[email protected]

@TamaraBred

HeyTamara.com

Pictures used in this presentation were found under the following locations and labeled as free for use.

• http://www.clipartpanda.com/categories/dr-seuss-clip-art-fish

Words and text used from Dr. Seuss’ “Oh, the Places You Will Go” copyright 1991 by Randomhouse