SharePoint Training

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Basic SharePoint Training for IT Professionals

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  • His product team has delivered another milestone. He split the engineering team in half into 2 parallel tracks for this release: OnPrem and OnLine. Their goal was simple, they wanted to enable the SharePoint infrastructure to completely work in the cloud. To do that, they built the largest enterprise scale service in the industry. He said that 18months ago O365 shipped and this new release is serious and uses lessons learned from that release. They also had 4 times the number of User Experience developers on this release than in previous version.
  • SharePoint Training

    1. 1. © 2012 McGladrey LLP. All Rights Reserved. © 2012 McGladrey LLP. All Rights Reserved. John Mongell Technology Consulting Services Manager John.Mongell@mcgladrey.com SharePoint IT Professional Training
    2. 2. © 2012 McGladrey LLP. All Rights Reserved. Agenda  SharePoint Architecture - terminology of the different components  Security – Permissions - AD integration vs SharePoint  Office 365 vs. On Premise - similarities & differences 1
    3. 3. © 2012 McGladrey LLP. All Rights Reserved. SharePoint Architecture - Terminology 2 Users = accounts (people, service accounts) Authentication = Confirmation of the Truth. The Claims Provider. Server Farm = All the Windows Servers that work with SP. Services = Web Service Application Application Pool = Grouping of URLs that define a Web Application Site Collections = a whole bunch of sites grouped by a URL Site = a single web Content Databases = holds all content Zones and URLs = isolated URLs for a single site ie: portal.sharepoint.com vs my.sharepoint.com
    4. 4. © 2012 McGladrey LLP. All Rights Reserved. SharePoint Architecture - Terminology 3
    5. 5. © 2012 McGladrey LLP. All Rights Reserved. SharePoint Architecture - Terminology 4
    6. 6. © 2012 McGladrey LLP. All Rights Reserved. What are SharePoint Services? 5 PerformancePoint Subscription Settings App Management PowerPoint Automation Work Management Word Automation Search Managed Metadata User Profile Access Services Visio Graphics Service Machine Translation Excel Services Secure Store Service Business Data Connectivity
    7. 7. © 2012 McGladrey LLP. All Rights Reserved. What’s an Application Pool? 6  Application pools allow you to isolate your applications from one another, even if they are running on the same server. This way, if there is an error in one app, it won't take down other applications. Each App Pool runs in its own worker process.
    8. 8. © 2012 McGladrey LLP. All Rights Reserved. What’s inside a Site, anyway? 7  Templates Sites in a site collection can each use different templates.  Language If language packs were installed on the web server, you can select a specific language to use together with the site template when you create a new site. The user interface that appears on the site is displayed in the language that was selected when the site was created. Content and other items created by users are displayed in the language in which they are created. For more information, see Plan for multilingual sites in SharePoint 2013 and Install or uninstall language packs for SharePoint 2013.  Security You can define unique user groups and permissions for each site. For more information, see SharePoint 2010 Governance Planning (white paper). For information about how to share securely, see Sharing - simplified on the Microsoft SharePoint Team Blog.  Navigation You can fine-tune your site's navigation experience by configuring unique navigation links in each part of your site's hierarchy. Site navigation often reflects the relationships among the sites in a site collection. Therefore, planning navigation and planning sites structures are closely related activities. For more information, see Overview of site navigation in SharePoint 2013.In SharePoint Server 2013 publishing sites, you can use managed navigation to create a site navigation that is derived from a tightly managed taxonomy. For more information, see Overview of managed navigation in SharePoint Server 2013.  Web pages Each site can have a unique welcome page and other pages.  Site layouts Each site can have a unique layout or master pages.  Themes You can change colors and fonts on a site. For more information, see Plan for themes in SharePoint 2013.  Regional settings Each site can have custom regional settings, such as locale, time zone, sort order, time format, and calendar type.  Search Each site can have custom search settings. For example, you can specify that a particular site never appears in search results.  Content types Each site can have unique content types and site columns.  Workflows You can make each site have unique workflows.  Apps You can install apps for SharePoint to deliver specific information or functionality to a SharePoint site. An app for SharePoint is a small, easy-to-use, stand-alone application that solves a specific end-user or business need. For more information, see Overview of apps for SharePoint 2013.
    9. 9. © 2012 McGladrey LLP. All Rights Reserved. What is a Site Collection? 8
    10. 10. © 2012 McGladrey LLP. All Rights Reserved. Implementing Security Do we use…  AD Groups? maybe  SharePoint Groups? always  Exchange Groups? never 9
    11. 11. © 2012 McGladrey LLP. All Rights Reserved. User Profile Service Connects to a Directory Service for : - AD Import or - User Profile Synch 10
    12. 12. © 2012 McGladrey LLP. All Rights Reserved. Security Tenets  Permissions management is best maintained and audited by the use of "Groups"  Maintaining 3 major groups will help with auditing 1. Site Owners (Full Control) 2. Site Members (Contribute) 3. Site Visitors (Read Only) The Site Administrator would add existing Active Directory Security Groups into these and/or add individual users to these groups. 11
    13. 13. © 2012 McGladrey LLP. All Rights Reserved. Security Inheritance  Maintained at highest level of site collection  Trickles down to each site, subsite, object  Can be “broken” to create a unique permission schema DANGER! By using individual object permissions and not utilizing groups, there is a considerable performance hit. Especially with the Search Indexer. 12
    14. 14. Analytics, PerformancePoint In comparison to SharePoint 2013 on- premises BI Excel Services, Power View, PowerPivot SharePoint Online SharePoint 2013 Deep refinement, enhance relevancy Search People/Expertise, hover card, enterprise search Full-trust code, BCS+Developer Cloud app model, Sandbox, CSOM, BCS Cross-site scripting, content by search Internet Public Website, Design Manager, apps/store Central AdministrationAdmin Tenant-level, PowerShell, IRM, Recycle Bin ECM / Social eDiscovery, Records Center, Site Mailbox, Mobile, Newsfeed, Follow, #, @ dot dot dot
    15. 15. © 2012 McGladrey LLP. All Rights Reserved. On premises vs Online 14 • Regularly applied patches • 99.9% availability only • Built in DR • Support for 5 Industry Compliance Standards: • ISO 27001 • EU model clauses • Accountability Act(HIPAA,BAA) • FISMA • FERPA • Farm is within Corporate Firewall • Internal IT Team can support it • On Premises AD used (and happily maintained) • Availability requirements to meet 99.9% or .99% or .999% • The need for Enterprise level services (BCS, PerformancePoint, InfoPath, FAST) On Premises O365
    16. 16. © 2012 McGladrey LLP. All Rights Reserved. On premises vs Online vs Hybrid 15
    17. 17. © 2012 McGladrey LLP. All Rights Reserved. On premises vs Online vs Hybrid 16
    18. 18. © 2012 McGladrey LLP. All Rights Reserved. On premises vs Online vs Hybrid 17
    19. 19. © 2012 McGladrey LLP. All Rights Reserved. Online Storage Story FEATURE DESCRIPTION Storage per user (contributes to total storage base of tenant) 500 megabytes (MB) per subscribed user. Site collection quota limit Up to 100 GB per site collection. SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 24MB. Total available tenant storage 10 GB + 500 MB per user. For example, if you have 10 users, the base storage allocation is 15 GB (10 GB + 500 MB * 10 users).Up to a maximum of 100 GB. Additional storage for Small Business plans is not yet available. Personal site storage 25 GB per user, as soon as provisioned. This amount is counted separately, and does not add to or subtract from the overall storage allocation for a tenant. Personal site storage applies to a user’s SkyDrive Pro library and personal newsfeed. For more information, see Additional information about SkyDrive Pro limits. Public Website storage default 5 GBA SharePoint admin can allocate up to 100 GB (the limit for a site collection). File upload limit 2 GB per file. Number of users 1 – 25 users Maximum number of external users invitees Up to 500 unique external users in the directory (external users who have accepted sharing invitations). 18 “When reviewing the information in the table, remember that the base storage limits for Office 365 for Small Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Small Business imposes a limit of 100 GB per site collection, your particular tenant might not have enough storage available to contain a site collection of 100 GB.”
    20. 20. © 2012 McGladrey LLP. All Rights Reserved. File Preview (Web apps) 19
    21. 21. © 2012 McGladrey LLP. All Rights Reserved. Drag and drop upload 20 In the context of the library, you can drag drop without having to open a special upload window.
    22. 22. © 2012 McGladrey LLP. All Rights Reserved. In context searching 21 By default… in context searching in the same library. This is great usability improvement.
    23. 23. © 2012 McGladrey LLP. All Rights Reserved. Share – it’s a feature! The Share or Guest Links feature will email a link to remote or internal users to read or edit JUST that document. Option for remote sharing: No sign-in required! 22
    24. 24. © 2012 McGladrey LLP. All Rights Reserved. FULL Mobile support 23
    25. 25. © 2012 McGladrey LLP. All Rights Reserved. The Mobile App 24
    26. 26. © 2012 McGladrey LLP. All Rights Reserved. Tasks - A Work Management Service Users can view and track ALL of their to-dos and tasks in a timeline. Tasks can be cached to a user's personal site Tasks can be pulled from Exchange, Project Server and SharePoint …And it's based on 'Provider model' so that other systems can be integrated in the future 25
    27. 27. © 2012 McGladrey LLP. All Rights Reserved. Design Manager Branding made simple Create new look and feel from any HTML editor (even Dreamweaver) 26
    28. 28. © 2012 McGladrey LLP. All Rights Reserved. In Line Site Styles Change the look from stock styles and try it out, before you apply it. 27
    29. 29. © 2012 McGladrey LLP. All Rights Reserved. App Provider Model Install MSFT and Vendor apps from the App Store. New apps are added almost daily from developers. It’s already a rich community. 28
    30. 30. © 2012 McGladrey LLP. All Rights Reserved. SkyDrive In SharePoint 2013 there is a SkyDrive link in navigation. This "SkyDrive" link is NOT a direct link to your SkyDrive personal storage site's folder in the cloud (live.com). Instead this opens up to a document library in your MySite. From there you can choose to synch your Windows8 SkyDrive files to this SharePoint library. So, from SharePoint's perspective, the context of the term 'Sky' refers to SharePoint. This will not violate any company security policies. Mark Kashman called this a “branding exercise” due to that analogy.
    31. 31. © 2012 McGladrey LLP. All Rights Reserved. SkyDrive Pro - soon to be renamed OneDrive Business 30 *Pro features include metadata searching, social networking and collaboration, workflow and compliance. Click “Sync” on a SharePoint library and you will get the documents offline in your Windows Explorer, Office applications and more.
    32. 32. © 2012 McGladrey LLP. All Rights Reserved. SkyDrive Pro On Windows 8 with SharePoint On-Premise there is SkyDrive Pro icon that is on your computer. This folder is basically a My Documents and Share Documents. Same as in Win7 My Documents and Public Documents. 31
    33. 33. © 2012 McGladrey LLP. All Rights Reserved. Links SharePoint Boundaries and Limits This article describes some important limitations that you might need to know for different SharePoint Online plans in Office 365. For example, it provides information about number of supported users, storage quotas, and file-size limits. This article covers a range of plans: SharePoint Online in Office 365 Small Business and in Office 365 Enterprise, plus standalone plans. The limits that are listed are for paid subscriptions. You might see different limits for trial plans and SharePoint Online preview sites..
    34. 34. © 2012 McGladrey LLP. All Rights Reserved. Q & A 33 SharePoint Consulting Infrastructure/IT Outsourcing Microsoft Cloud SharePoint 2013 @JohnMongell mongell.blogspot.com
    35. 35. © 2012 McGladrey LLP. All Rights Reserved. McGladrey LLP is the U.S. member of the RSM International (“RSMI”) network of independent accounting, tax and consulting firms. The member firms of RSMI collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. McGladrey, the McGladrey signature, The McGladrey Classic logo, The power of being understood, Power comes from being understood and Experience the power of being understood are trademarks of McGladrey LLP. © 2012 McGladrey LLP. All Rights Reserved. McGladrey LLP 80 City Square Boston, MA 800.274.3978 www.mcgladrey.com

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