Download - SharePoint: Getting Started
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SharePoint: Getting Started
Presented By Rich Giglio – July 25th, 2015
www.sohodragon.com
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Thank YouEVENT Sponsors
We appreciated you supporting the New York SharePoint Community!
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Worked in Finance in the fashion industry
Power user in excel and MS Access
Currently Project Manager for Soho Dragon Solutions
Working with SharePoint about 9 months
Work Experience
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Penn State
Rugby player
Motorcycles
Blinkers
Formula 1 racing
Moto GP racing
Life Experience
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There will be some Q&A at the end
If you have any questions, please don’t hesitate to stop me and ask if you don’t understand something
Questions
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Demo of basic SharePoint functionality at the end
At the end
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Talking Points
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1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)
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1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)
Talking Points
www.sohodragon.com
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SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
What is SharePoint?
www.sohodragon.com
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What is SharePoint?
www.sohodragon.com
A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
![Page 13: SharePoint: Getting Started](https://reader033.vdocuments.site/reader033/viewer/2022042514/55d13756bb61ebae488b475d/html5/thumbnails/13.jpg)
What is SharePoint?
www.sohodragon.com
A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly
format Share information with colleagues Access SharePoint Remotely
Hottest selling application in Microsoft’s history
![Page 14: SharePoint: Getting Started](https://reader033.vdocuments.site/reader033/viewer/2022042514/55d13756bb61ebae488b475d/html5/thumbnails/14.jpg)
SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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Social media feed
Create tasks for teammates
Take notes that are specific to that page via OneNote
Have mailboxes in outlook designated to sites
Designated document Libraries
Sites
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Sites
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SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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Uploading of documents
Tagging Meta data
Setting Content types
Trigger a workflow
Set the wheels in motion
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SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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Meta Data and Content Types
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ExpensesPurchase
OrdersInvoices
Financial Documents
Travel Receipts GM% Product costs
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SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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Crawl SharePoint farms
Highly customizable
Most commonly centralized
Crawl entire SharePoint environment
Crawl specific region of SharePoint environment
All SharePoint content in South America
Place a hold on documents
Search and eDiscovery
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Index 1 Index 2 Index 3
SharePoint files/File Share/Exchange/etc.
User Search
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SharePoint
Team Sites
Document Library
Meta Data/Content Types
Search
Workflows
Define
www.sohodragon.com
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Streamline manual, internal operations
Event receivers
Bulk management through User Groups
Email notifications
Workflows
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Workflows
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Permissions/User Groups
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Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
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Permissions/User Groups
www.sohodragon.com
Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
![Page 30: SharePoint: Getting Started](https://reader033.vdocuments.site/reader033/viewer/2022042514/55d13756bb61ebae488b475d/html5/thumbnails/30.jpg)
Permissions/User Groups
www.sohodragon.com
Limit search functionalities of employees
Small private company
50-100 employees
2 or 3 regional offices
Easily manage who has access to what through a user group
Enterprise Company
500-2,000 employees
Nation wide, or worldwide
Automatically send documents from team to team through SharePoint
Add/remove permissions in a workflow
![Page 31: SharePoint: Getting Started](https://reader033.vdocuments.site/reader033/viewer/2022042514/55d13756bb61ebae488b475d/html5/thumbnails/31.jpg)
Keep files in synch
Access from anywhere
Share from anywhere
1 version of every document
Edit online
Work offline capabilities
SharePoint + O365
www.sohodragon.com
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Recap
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Clear definition of SharePoint
Clear understanding of a sub site
Team site
Clear definition of Meta Data and Content Types
Tagging documents
Clear understanding of how a document is searched
Brief introduction to workflows
Understanding of how they work
Clear understanding of Permissions/User groups
Introduction to SharePoint online (Office 365)
Demo to clarify functionality