teaching end user sharepoint robert bogue [email protected]
TRANSCRIPT
Who am I?• 9 Time Microsoft MVP• Author of 22 books• Editor of over 100 more
books• Architect
– Developer– IT Professional– End User Advocate– Project Manager
• Internationally Renowned Speaker
The SharePoint Shepherd’s Guide for End Users: 2010
• Content– Background Information– Decision Trees– 181 Tasks
• Available Forms– Book (available where
books are sold)– Corporate Licenses (as
SharePoint Tutor) available for deployment to your customer’s intranet.
The Psychology of Adoption and Engagement
• DVD format• 2 hours and 21 minutes
of content• It’s the “thinking” about
adoption (and engagement)
• Cost $299.99 from http://www.SharePoint Shepherd.com
Four Levels• What is SharePoint and
why do I care?• Working with
SharePoint• Creating with
SharePoint• Administering
SharePoint
What is SharePoint?• Dessert Topping and
Floor Wax• Collaboration Tool• Document
Management Tool• Data Management Tool• Communications Tool• Web Management Tool• Search Tool
Dessert Topping and Floor Wax
Collaboration Tool• We don’t mean “To
conspire with the enemy”
• SharePoint makes it easy to– Share documents– Create tasks– Communicate– Find information
Document Management Tool• Version Control– Major / Minor Versions– Check in / Check out
• Synchronization and Offline Support
• Metadata management
Data Management Tool• Everything is a list– Tasks– Issues– Appointments– Contacts
• Items (in a list) can have attachments
Communications Tool• Types of information– Announcements– News Stories
• Automatic Notification via– Email (Alert)– RSS Feed
Web Management Tool• Wiki functionality for
quick, collaborative web content
• Structured web content management for consistency
• Lists and libraries for data
Search Tool• Full-Text• Extensible• Relevant– Tunable
• Multiple search interfaces
Working with SharePoint• Lists• Libraries• Workflows• Pages• Working in Office /
Outlook
Lots of Lists• Announcements• Appointments
(Calendar)• Contacts• Custom• Excel• Issues• Tasks
Differences between Excel and SharePoint
Excel• One editor per file*• One sheet/table of data• No attachments• No structure• Complex formulas• No per-row version• No required fields
SharePoint• One editor per item (row)• Relationships between lists• Items can have attachments• Structured columns• Simple formulas• Per row versions• Required fields
Excel Services
List or Library?• List when multiple
attachments are involved
• Library for non-structured content + metadata
Folder or Metadata?• No right answer!• Folders to limit unique
permissions• Metadata for deep
hierarchies• Consider how users find
the information
Workflow Progression
Out of the Box• Web User Interface• Configuration• Minimal Changes
Declarative workflows• SharePoint Designer• Customize• Extensive Changes / New
Configurations
Coded workflows• Visual Studio 2010• Create• Unlimited Changes• Create Activities /
Actions for use in other workflows
Increasing Effort, Flexibility, and D
ifficulty
Use the least expensive option possible
Pondering Pages• Web Part Pages– Standard Formatting
• Publishing Pages– Defined Layouts– Metadata fields
• Wiki Pages– Unstructured content
Making the Page Decision
Integrating to Office• Connect to Office• Connect to Outlook• Export to Excel• Open with Access• Working with
SharePoint Workspace
Creating with SharePoint• Views• Versions• Columns• Content Types• Web Parts• Sites
Administering SharePoint• Permissions• Groups• Themes• Creating Templates• Managing the Recycle
Bin• Sandbox Solutions
Next Steps• Get a trial version of 50562A• Look at SharePoint Tutor at
http://www.SharePointShepherd.com
• Contact us at [email protected] to get our help!