Understand the SharePoint Basics

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by Benjamin Niaulin, a SharePoint GEEK SharePoint Understand the BASICS

description

An updated version of Understanding the SharePoint basics given at SharePoint Saturday Twin Cities. This covers an introduction to SharePoint Objects and some do's and don'ts when beginning your SharePoint Site.

Transcript of Understand the SharePoint Basics

Page 1: Understand the SharePoint Basics

by Benjamin Niaulin, a SharePoint GEEK

SharePointUnderstand

the

BASICS

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twitter.com/bniaulin

ca.linkedin.com/in/bniaulin

[email protected]

en.share-gate.com/blog

Benjamin Niaulin

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So what

EXACTLYled you here?

#SPSTC @bniaulin

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What if we made Power Users

do all the work?

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What’s a SharePoint

SITE?

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SITE

Lists

Libraries

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SITE TEMPLATES

Does it matter? Any impact?

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Why create a new site?

Permissions

Isolate Lists and Libraries

Unique Template Features

Site Features

SITE ≠ PAGE

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What’s a SharePoint

SITE COLLECTION?

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Site%

Site%

Site% Site%

Site%

Site%

Site%

SharePoint+Groups+|+Database+|+Style+Library+

SITE COLLECTION

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Site  Collection

Site  Collection

Site  Collection

Site  Collection

Site  Collection

LIMITATIONS

XX

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Know when to create a SC

Permission LevelsSite Collection Features

Shared Style Library

New Database

SharePoint Groups*

URL (/Sites/ or Explicit)

Recycle Bin

Quotas

Document IDs

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What’s a SharePoint

List and Library?

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Familiar with Excel? Access? Word?

Lists

Advantage: Column Management & Features

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Libraries

Same as Lists but for documents

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Lists & Library Templates

It DOES matter which one you

pick. !

Each Template comes with it’s

little functionality

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Need to know

Try to apply permissions at the List/Library level and not on every folder or files

!Stay away from folders as much as possible, tag!

!Watch out with free for all versioning

!Metadata Navigation

!Save your list/library as template with or without

the content

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What’s a SharePoint

COLUMN

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Column Types

When you create a column it is stored in the list/library where

you create it !

Every type of column has it’s use Know when to use the right one

!Views will be created based on

the columns Workflows can be created,

triggered by the right column information

!SharePoint allows for Column

Validation

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Centralize & Reuse!If you create columns from your lists/libraries they are stored in them.

And thus, are not reusable. !

I recommend using “Site Columns” whenever possible to be able to reuse them.

!Site Columns are available to subsites – best to create at the root

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What’s a SharePoint

PAGE

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PAGE

Difference between SITE and Page? !

Difference between .aspx and .docx?

Used to show information to the visitor

Where do documents go in SharePoint?

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Wiki Page “Wiki”= Quick Used to quickly create and link content Use [[ !Publishing Page Uses predefined Page Layouts for design Allows Metadata (Columns) in the layout !Web Part Page Only allows for Web Parts on the page Removes the Quicklaunch for a full width page

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Think about it!Pages & Views to

show different perspectives

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Other SharePoint

THINGS TO KNOW

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Web Parts

My 2010 Favs My 2013 Favs

Content Query!!!!!

Content Editor

Data View (Designer)

Filter Web Parts

Content Search*!!

Search Results

Search Results

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Content Types

Reusable set of columns used together that defines a type of content in your

organization.

It’s also much more…http://en.share-gate.com/blog/recording-sharepoint-webinar-understand-content-types

http://en.share-gate.com/blog/sharepoint-columns-site-columns-or-content-types

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@bniaulin

en.share-gate.com/blog

THANK YOU

Benjamin Niaulin