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SharePoint Power User Training Final

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Slide deck from SharePoint 2010 Power User session at SPTechCon

Slide deck from SharePoint 2010 Power User session at SPTechCon

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SharePoint Power User Training   Final SharePoint Power User Training Final Presentation Transcript

  • 101 - SharePoint 2010 Power User
    Joshua Haebets
    Principal SharePoint Consultant
    Evolve Information Services
  • Session Overview
    What a business user needs to know about SPS 2010
    What has changed….
    Where are the improvements
    Day one, what will change the way you work
    2
  • Who am I?
    Principal SharePoint Consultant / SharePoint Solutions Architect
    Working with SharePoint for 4 years
    Driven by solving business road-blocks using SharePoint
    From Melbourne, Australia
    3
  • Session Overview
    Site Templates
    Themes and site branding
    Web Parts - changes and additions
    Lists and InfoPath
    SharePoint Designer
    Workflow
    Search
    Working Offline
    4
  • Session Overview
    This is for Power Users, you have other jobs in your business.
    This session will use the following
    Web Browser
    InfoPath
    SharePoint Designer
    Office Suite
    5
  • Session Overview
    We will not be using
    Central Administration
    STSADM / Powershell
    Visual Studio
    3rd Party add-ons
    This session is for those who do not have access to the server (or wish they didn’t)
    6
  • Demo
    SharePoint 2010 Interface
    7
  • Working with Sites
    New site templates
    Creating a site and setting it up for users
    8
  • Team Site
    9
  • Collaboration Site Templates
    10
    Team Site
    Meeting Sites
    Group Work Site
    Calendar – Sync with Exchange
    Whereabouts
    Phone Call Memo
    Task
    Documents
  • Web Database Templates
    Access backend database sites
    Assets Web Database
    Chartable Web Database
    Contacts Web Database
    Issues Web Database
    Projects Web Database
    Create you own using Access Services, a great way to address an urgent business need
    11
  • Getting Started Links
    12
    First stop after creating your site;
    Security
    Branding
    Logos
    Navigation
  • Demo
    Creating a new site
    13
  • Site Settings
    14
  • Site Usage
    15
  • SharePoint Designer Settings
    16
  • Sites and Workspaces
    17
  • Site Permissions
    18
  • Workflows
    19
  • Themes and Site Branding
    What is a theme
    Creating and applying your own theme
    20
  • What is a site theme
    Colors, Fonts and Images
    21
  • How can you create you own
    From within the browser
    Using PowerPoint
    Unfortunately, currently there is no way to add images to your theme without development.
    22
  • Demo
    Creating a SharePoint theme using PowerPoint
    23
  • Web Parts and SP 2010
    New Web Parts
    Working with Web Parts
    24
  • Web Part Framework
    Versioning on web parts
    Version is saved on page check-in
    Must have publishing enabled for check-out / check-in
    Personalized / Personal web part are not version controlled.
    25
  • Web Part Pages
    Insert a web part anywhere on any page
    Zones no longer needed
    26
  • Web Parts
    Content Editor Web Part
    More control over links
    Silverlight Web Part
    Link to local or remote Silverlight XAP files
    27
  • Web Parts
    Chart Web Part
    28
  • Web Parts
    Web Analytics
    What’s New
    Whereabouts
    People Status
    Tag Cloud
    Show popular pages with tags
    Organisation browser
    29
  • Demo
    Web Parts
    30
  • SharePoint Designer 2010
    2010, no longer just a design tool
    What it does now
    How to block it
    31
  • Site Management
    32
  • Working with Content
    List and Document libraries, follow the ribbon
    Get see everything about a list on one page
    33
  • External Lists
    Display content from Line of business applications
    No code required
    34
  • BDC v’s BCS
    BDC
    MOSS Enterprise
    Only
  • BDC v’s BCS
    BCS
    Available in WSF
  • Demo
    Working with sites using SharePoint Designer 2010
    37
  • Lists, forms and InfoPath
    Changes from 2007
    Why customise list forms
    38
  • Customising list forms in 2007
    Painful to do
    Painful to package and deploy
    39
  • InfoPath 2010
    Two versions
    Filler - you guessed it, for filling out forms
    Designer – for designing forms
    Both now come with the ribbon and a cool new interface
    40
  • 2010 – we have the power
    One click customisation
    Easy to include;
    Data validation
    Lookups
    Colours and styles
    One click publish
    41
  • Why customise list forms
    Hide or Remove fields
    Enhance the appearance
    Change field names in the form
    Add descriptive text
    42
  • Go from this…
    43
  • To this…
    44
  • Why
    Add descriptive text to fields
    Get the right information first time
    Keep colours in line with you corporate brand
    Let users know what happens when they click ok.
    45
  • Demo
    Customising List Forms
    46
  • Workflows
    Types of workflow in 2010
    Tools
    Creating a workflow from scratch
    47
  • Workflow lifecycle in 2010
    48
  • List workflows
    As in 2007
    Now reusable
    Copy a workflow
    Including OOTB
    Permissions
    Full control of the list / document library
    49
  • Site workflows
    Associate to everything on site
    Not limited to a list or content type
    Be aware
    Cant be started from a document or list item
    Permissions
    Must be a site owner
    50
  • Content Types
    Applies anywhere the content type is used
    Can be copied, modified and applied to other content types
    Permissions
    Must be a site owner
    51
  • Workflow Tools
    SharePoint 2010 Workflow tools;
    SharePoint Designer
    Visio 2010
    InfoPath
    (Visual Studio 2010)
    (3rd Party Tools)
    Check out K2 and Nintex in the hall
    52
  • New Actions
    Top 5
    Lookup Manager of user
    Log to history list
    Do a calculation
    Pause until date
    Find interval between dates
    Impersonation Steps
    53
  • Visio
    Map out your process first
    54
  • Pass it on
    When it you cant get all the way
    Export from SharePoint designer and give it to a developer, straight into Visual Studio 2010
    55
  • Demo
    Creating a workflow in SharePoint 2010
    56
  • Search Pages
    Targeting content to users
    Whats on the results page
    57
  • Helping users find
    58
    Refiner / Facets
    Available in 2007
  • Customising Results
    59
    Replace your existing XSL with the following
    This will render results as raw XML
    Take them to SPD 2007 or Visual Studio and begin customising
    <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform">
    <xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/> <xsl:template match="/">
    <xmp><xsl:copy-of select="*"/></xmp>
    </xsl:template>
    </xsl:stylesheet>
  • Demo
    Search Results and retrieving content
    60
  • SharePoint Workspace
    Groove upgraded
    Capabilities
    In action
    61
  • Going Offline
    SharePoint Workspace – the client for SharePoint
    Take all collaborative information offline;
    Document Libraries
    Lists
    LOB Data via BCS and External Lists
    62
  • Connecting to SharePoint
    SPWS connects to SharePoint the same way your users do
    No need for additional firewall rules
    It detects alternate access mappings
    Connecting to a site is simple
    63
  • Administration
    Administrators / Site Owners can prevent content from be taken offline
    64
  • Demo
    Using SharePoint Workspace
    65
  • Questions
    Contact
    Joshua.haebets@evolve-is.com.au
    Slideshare
    http://www.slideshare.net/jhaebets
    www.linkedin.com/in/jhaebets
    66
  • Other sessions
    407:Working Offline with SharePoint 2010 and SharePoint Workspaces
    508: WSS 2010 and Search Server Express 2010
    67