Share point 2010 tour

SharePoint 2010 Tour
Exploring what’s new and changedfrom SharePoint 2007
Sharon RichardsonJoining Dots
http://joiningdots.com
April 2010

This tour is based on SharePoint 2010 Tech Preview. Some features may be different in the final version when it is launched in May 2010.
All screenshots are from an ‘out of the box’ installation using default settings. And this is not an exhaustive list of features

Standard Page Layout looks similar when viewing
Current user
New feature for site admin/editors – Browse vs Page Edit
Site Actions now on the left side by default
New feature:Tag/Notethis page
Navigation is still
Global(across top)& Local(left sidebar)
Search has moved from above to in the nav bar
New feature:Document/Page ratings
Web parts and embedded page content

New feature: Tags & Notes
Every page can be tagged and/or have a note posted about it
Will suggest tags and auto-complete
Shows recent activity – other users who have tagged or added notes
Tags and notes will appear in a user’s activity feed and can be used to refine/filter search results

New feature: Managed Keywords
Web Page ‘Tag & Notes’
Document Properties ‘Managed Keywords’
Every page, document and list item can have tags or ‘managed keywords’
Three types of metadata:
Keywords (user generated tags)
Term Sets (hierarchies of terms – in image, term set is ‘Programmes’)
Properties (Author, Date Modified, Document Type etc. – automatically extracted)
New Managed Metadata Service
Designated users can manage the term sets, both the folksonomy of user-generated tags and the managed hierarchy of a taxonomy. Can move terms from one set to another (i.e. promote popular user-generated terms into the official taxonomy)

Change: User Profiles (‘My Site’)
‘My Site’ has had a major upgrade
Activity Feed tracks all tags, notes and content sharing (documents created, uploaded, modified)
Includes Notice Board for posting quick questions (‘Ask me about…’) and comments
Status Updates displayed alongside profile picture and in search results

New Feature: Tags & Notes from within profiles
Tags and Notes section displays tag cloud to quickly locate tagged content
View Related Activities shows all others who have tagged the same item

New feature: ‘My Network’
Displays your colleagues’ recent activities

New feature: Refining Search Results
Original results for ‘Information Worker’ = 65 matches
Refined by Type (PPT) and Author (Jim Gray) reduces to 1 result
Can refine search results by keywords, automatically extracted
Type of doc
Location
Date created/modified
Keywords (tags or taxonomy)

Change: People Search Results
When viewing ‘People’ tab of search results, can now see more information about the person including search results that match the query (‘information worker’) and recently authored content
Can also view organisation chart from within search results
Layout is more business card style, with contact details and profile pic taking centre stage, ‘About Me’ profile placed to the side.

Change: People within Search Results
As well as dedicated tab in Search Results, people are now also displayed separately on standard search results page, in the sidebar to the right

Back to a team site…
Current user
Click name to access profile and settings
As well as navigation, clicking titles of web parts will still take you to the respective list or library unless link has been removed (or if using content query web part and link hasn’t been added)

Change: Site Lists and Libraries
These 3 tabs are new and important
When you first visit a document library, it looks very different to SharePoint 2007. Only visible option is to ‘Add new document’ (<- poor choice of words, are you uploading or creating new?)
At top of page, Browse tab is highlighted – this is the default method to view all SharePoint pages
Click on Documents… (P.T.O.)

Site Lists and Libraries: The Ribbon
These 3 tabs are new and important
Enter the Ribbon
When you click on the Documents or Library tabs at the top of the page, the Ribbon will appear with all the options available to the user. Under Documents, that includes creating and uploading documents

The Ribbon: Documents tab
Document menu is still available for each document in the library. New feature is ability to select multiple documents at once

The Ribbon: Library Tab
Library tab on the ribbon contains the most common library actions and settings (formerly organised separately under the ‘Actions’ and ‘Settings’ buttons in SharePoint 2007)
Click on ‘Library Settings’ to the right side in the ribbon to access the full settings, including changing title, versioning etc. Settings includes new capabilities such as rating settings, validation and metadata navigation
When you have finished making changes, click on the ‘Browse’ tab at the top of the page to return to minimise the ribbon and return to the standard view

Back to a team site… Editing the home page
To edit and customise the home page, click on the Page tab and Ribbon will appear. Click on Browse to return to standard view
Click ‘Edit’ in the Ribbon (first option on the left) to edit the contents of the page

Change: Editing Site Pages
Use the Ribbon to insert and format content, including text, media and web parts
Can now add both web parts and page content into the page (I’ve just typed a sentence in between the two web parts on the main area of the page
Ribbon gives full access to rich-text editing and ability to insert content, including web parts.

Change: Inserting Web Parts
Use the Ribbon to insert and format content, including text, media and web parts
When finished editing the page, click the ‘Save’ icon (next to ‘Browse’ at the top of the page) to save changes
Insert tab on the Ribbon, select Web Part
New pane appears at the top of the page (replaces the old pop-up dialogue box for the web part gallery)
Includes the ability to upload (import) a web part if it’s not already in the gallery
Modifying web parts is similar – still get the tool pane at the side of the page

Behind the Scenes: Central Administration
New interface
If you are looking for search or user profile settings, click on ‘Manage Service Applications’ and select from the list…

Behind the Scenes: Managed Metadata Services
New Managed Metadata Service
Under System
Lists all tags as keywords in an alphabetical list
Can move or delete to tidy up keywords
Under each Site Collection
(Yes, it’s per site collection…)
Lists all taxonomy terms as a hierarchy
Create a term set
Example here is ‘Programmes’
Add terms to the term set

The End
Sharon RichardsonJoining Dots Ltd
Email: sharonr@joiningdots.net
Web: http://joiningdots.com http://sharepointsharon.com
Twitter: http://twitter.com/joiningdots

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Share point 2010 tour

by Sharon Richardson

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