Are you new to SharePoint and want to learn more about it? You are in luck. This FREE SharePoint tutorial is an excellent resource and will let you learn SharePoint in no time. It explains in basic and non-technical terms what SharePoint is all about. With this tutorial, you will learn the following key concepts:
• SharePoint Sites
• SharePoint Pages
• SharePoint Web Parts
• SharePoint Views
• SharePoint Security
• SharePoint Navigation
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About Me
Gregory Zelfond
10+ years of experience with SharePoint
SharePoint advocate, blogger
Love to solve business problems using code-free, out of
the box SharePoint configurations
Owner of SharePoint Maven (sharepointmaven.com)
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What is SharePoint?
It is many different things. Any of these apply
Collaboration Platform
Information Management System
Document Repository
Company Intranet
Team Sites
Business Portal
Framework for developing business applications
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Evolution of SharePoint
Born in 2001
Historically, evolved as collaboration platform
adopted by many large organizations
Required extensive server infrastructure for on-
premise installations
Major versions: 2001, 2002, 2003, 2007, 2010,
2013 (current) and 2016 (planned)
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SharePoint & Office 365
Since 2011, SharePoint got bundled with Office
365 Subscription Service
Can still be acquired as an on-premise solution or
new “cloud” solution (SharePoint Online)
Cloud (SharePoint Online) version does not
require Infrastructure investments by
organizations
SharePoint Online is very affordable as a result
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Basic SharePoint Elements
Sites
– Used to organize content by function or purpose
Pages
– Displays/separates content on a site
Web Parts (Apps)
– Building blocks of a page/site
Views
– Control what information is displayed
Security
– Controls who sees the information displayed
Navigation
– Logical roadmap users follow to find the information
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SharePoint Sites
All Sites you create sit under Top-Level (home)
Site (which you get by default out of the box)
– For example, https://yourcompanyname.sharepoint.com is
the top level site you get by default
– Every new site you create will sit under it
Deep hierarchies can be built if required
Best practice: Stay as flat as possible
– No more then 1-2 sub-sites deep, otherwise becomes
a headache to manage
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Concept of a Site Collection
All sites sit in a Site Collection
By default, you get 1 Site Collection
(https://yourcompanyname.sharepoint.com)
Additional Site Collections can be created if
necessary (each with its own top-level site and
subsites)
Best Practice
– If you have only few sites – stay with just 1 (one) site
collection
– If you plan to have many sites/ expansive intranet – need
to have multiple site collections
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What? Why do I need multiple Site Collections?
A great way to separate Administrative
functions
– i.e. multiple business units within same organization
Improves performance
Best Practice: If you plan to share externally –
those sites need to go into separate site
collection (helps prevent accidental sharing of
internal information)
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Views
Definition: Views allow user to
control how information from a
certain web-part is displayed
Very powerful, but pointless if
proper metadata is not setup
Some of the things views
control:
– Which columns to display
– Order of Columns
– How information is sorted
– How information is filtered
– How information is grouped
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Default Permission Levels
Permission Level Description
Full Control Has full control
Design Can view, add, update, delete, approve, and customize
Edit
Can add, edit and delete lists; can view, add, update and
delete list items and documents
Contribute Can view, add, update, and delete list items and documents
Read Can view pages and list items and download documents
Limited Access
Can view specific lists, document libraries, list items, folders,
or documents when given permissions
View Only
Can view pages, list items, and documents. Document types
with server-side file handlers can be viewed in the browser
but not downloaded
Courtesy: microsoft.com
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Security Best Practices
Best Practice: Stay at the site level security, do not
control security at Web Part, Folder or
Document/Item Level
Unless you want to manage security on a full-time basis. It is a
headache to manage
Breaking security inheritance negatively impacts performance
Best Practice: Control permissions at the group level,
do not assign permissions to individuals
Easier to manage. Once Security Groups are created, just
add/remove users from it
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Navigation
Logical roadmap users follow to find the information
2 types of navigation: Global & Current
Global Navigation
– Meant for “global” site navigation. Typically stays the same
from site to site (i.e. links to Home, Department Sites, etc.)
– Appears horizontally at the top of the site/page
Current Navigation:
– Meant for “local” navigation within a site (i.e. links to sub-sites
underneath or web parts present on a site)
– Appears on the left hand—side of a site/page
– Called Quick Launch in SharePoint
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More to come…
This was Part I of SharePoint Tutorial/Training
Future Parts will cover more intermediate &
advanced features of SharePoint
No matter how many SharePoint tutorials and user
guides you read or videos you watch, you will not
really learn SharePoint
You need to start using it to “understand” it
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Additional reading
Did you enjoy this presentation?
Help spread the word by sharing a link to it with your
friends and colleagues by email or social media
Here are links to additional content you might find useful
– 12 reasons folders in SharePoint are a bad idea
– Introduction to SharePoint Metadata
– Top 5 reasons why SharePoint is great for nonprofits
– 5 ways to manage documents in SharePoint
– 10 reasons why SharePoint training matters
– 10 practical tips to boost SharePoint user adoption
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Acknowledgements
I used the following materials and websites while
preparing this tutorial:
My own knowledge and expertise in SharePoint
Images used in this presentation under Creative
Commons License
– clker.com
– clipartpanda.com
– wallpaper-kid.com
– clipartpal.com
Logos of the following organizations
– Microsoft
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Need help with SharePoint?
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