01   02   03   04                      05                    2   | SharePoint Saturday New York City 2011
   @mranlett    facebook.com/mranlett         3   | SharePoint Saturday New York City 2011
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 Site•         15   | SharePoint Saturday New York City 2011
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 Lists• Libraries• Views•              17   | SharePoint Saturday New York City 2011
Web Parts•             18   | SharePoint Saturday New York City 2011
Ribbon and Dialog Framework                              19   | SharePoint Saturday New York City 2011
Silverlight & SharePoint                           20   | SharePoint Saturday New York City 2011
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Enter the Portal via your My Site     Encourage users to enter the Portal through their My Site as the most convenient met...
•   Similar to “Site Actions” menu on the top right of    SharePoint 2007 Sites•   If you have appropriate permissions you...
•   Browse Tab shows you the Navigation•   Other tabs show you a ribbon very similar to Office 2010.    These tabs include...
This is a High Level Overview – Details areMost Recent Uploads SectionHow to Upload a Document:                           ...
Option 1 – Upload through the Knowledge Center  1.   Click Knowledge Center Tab  2.   Click Upload a Document  3.   Browse...
4.   Enter in Metadata about the document     a. Select the Content Type first – this        defines your metadata criteri...
Option 2 – Upload from a Community Page1. Click the document library where the document is stored2. Hover over the documen...
3.   On the next popup click the document name to finish the upload     procedure4.   Fill out the information as previous...
How to Edit1. Click on the document to open itYou have two options for editing2.A Edit the Document in Microsoft Word     ...
Rating documents is easy and it ensures that the best in class documents are filtered to    the top of the list when users...
In addition to adding metadata to your documents at the time you upload them to theKnowledge Center, you can also add/chan...
Search Results Page                               From anywhere on the portal you can                               search...
What is My Site?Your My Site is a page containing all information relevant and specific to you. Itprovides you with a sing...
Click on the My Site areas you’re want to learn about.                 My         My Profile           ‘I like            ...
A Newsfeed is a collection of activity streams.                          Newsfeed filtersThe My Newsfeed dropdown box allo...
My Content is your personal working area, to be used for posting documents,personal blogs, etc.1.   Shared documents – Doc...
The My Profile page allows you to edit your profile and access to followingSharePoint activities: Edit My Profile – Acces...
The My Profile page also contains information like:• Skills• Interests• Past Projects• “Ask Me About” sectionFrom someone ...
Colleagues – Adding a person as colleague allows you to easilyfollow their SharePoint activities via your Newsfeed. Collea...
Why do I already have colleagues associated to my profile?In order to get things started, your team is already listed as c...
You can change your notification settings by navigating to ProfileEdit ProfileEdit Settings. Below are the activities yo...
I Like It - You can use tags to classify and remember pages,documents, or even external sites. The tags you create will ap...
Tags - You can use tags to classify and remember pages and documents. Thetags you create appear here and under your profil...
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 Microsoft’s Productivity Hub Office.Microsoft.Com   SharePoint Training                                    72   | Sha...
    73   | SharePoint Saturday New York City 2011
Thanks to Our Sponsors!
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
SharePoint Saturday NYC 07/2011
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SharePoint Saturday NYC 07/2011

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SharePoint 2010 - a 101 survey course for end users and business users

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  • SharePoint expert and Intellinet principal consultant, Matt Ranlett, has been a fixture of the SharePoint and .NET developer communities for many years. As a fourth-year Microsoft MVP for SharePoint Server and a founding member of the Atlanta .Net Regular Guys, Matt has formed several Atlanta user groups and organized local and national community activities such as the Free Training 1, 2, 3! series and four Atlanta Code Camps. He has also served for 2 years on the INETA Board of Directors as the Vice President of Technology; and co-authored “Professional SharePoint 2007 Development” and “Social Computing With Microsoft SharePoint 2007” as well as six cover stories for various magazines including, ASP.NET Pro, Windows IT Pro, and Exchange & Outlook Administrator. Matt lives in Atlanta with his wife Kim and son Parker.
  • SharePoint Saturday NYC 07/2011

    1. 1. 01 02 03 04 05 2 | SharePoint Saturday New York City 2011
    2. 2.  @mranlett facebook.com/mranlett 3 | SharePoint Saturday New York City 2011
    3. 3. 01 02 03 04 05 6 | SharePoint Saturday New York City 2011
    4. 4. 01 02 03 04 05 13 | SharePoint Saturday New York City 2011
    5. 5. •• • • •• • 14 | SharePoint Saturday New York City 2011
    6. 6.  Site• 15 | SharePoint Saturday New York City 2011
    7. 7. 16 | SharePoint Saturday New York City 2011
    8. 8.  Lists• Libraries• Views• 17 | SharePoint Saturday New York City 2011
    9. 9. Web Parts• 18 | SharePoint Saturday New York City 2011
    10. 10. Ribbon and Dialog Framework 19 | SharePoint Saturday New York City 2011
    11. 11. Silverlight & SharePoint 20 | SharePoint Saturday New York City 2011
    12. 12. 21 | SharePoint Saturday New York City 2011
    13. 13. •• • • • • • • • • • • 22 | SharePoint Saturday New York City 2011
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    31. 31. 01 02 03 04 05 41 | SharePoint Saturday New York City 2011
    32. 32. Enter the Portal via your My Site Encourage users to enter the Portal through their My Site as the most convenient method of accessing content specific to their needs and interests.Site Actions Page Tabs Quick LinksEdit, create, and site Browse the portal or see a Office A handful of useful links.settings. 2010 like ribbon with options for the specific page, list or library. Main Tabs Tags and Notes Contains everything you You can “Like” this site, or you can apply unique need on the portal. Search the Portal tags and notes. Tags and notes are public and Search the current site, the whole portal, you can apply them to pages, lists, libraries, and people or communities. Search has individual list items or documents. You can view improved in SharePoint 2010. Most all your tags and notes on your My Site. searches allow your to filter your results by different metadata like Type, Modified Date and Author 42 | SharePoint Saturday New York City 2011
    33. 33. • Similar to “Site Actions” menu on the top right of SharePoint 2007 Sites• If you have appropriate permissions you can: • View all site content • Create lists, libraries, and sites • Edit the page • Manager permissions • Other site settings 43 | SharePoint Saturday New York City 2011
    34. 34. • Browse Tab shows you the Navigation• Other tabs show you a ribbon very similar to Office 2010. These tabs include: • List Tools – Items and List Tabs • Library Tools – Documents and Library Tabs • Page Tab• Some buttons will only be active if you have the appropriate permissions 44 | SharePoint Saturday New York City 2011
    35. 35. This is a High Level Overview – Details areMost Recent Uploads SectionHow to Upload a Document: Found on the Following Slides Search Bar1. From Knowledge Center Home Page Better search click “Upload a Document” capabilities available in2. Fill out as much information as SharePoint 2010 possibleOR Highest Rated Content1. Go to a community page, How to Rate a2. Go to a document library Document:3. Click the item dropdown 1. Click on a document4. Click Send To > Knowledge Center library 2. Click the appropriateModified By Me Section amount of stars(1-5)How to Modify a Document: You can also tags and1. Click on Document notes on documents –2.A Click Edit in Browser (limited editing this will giveoptions) and Save when complete consultants moreOR information about the2.B Click on Open in Microsoft Word and document“Check In” when complete 45 | SharePoint Saturday New York City 2011
    36. 36. Option 1 – Upload through the Knowledge Center 1. Click Knowledge Center Tab 2. Click Upload a Document 3. Browse for Document and Click OK 1. Click Knowledge Center 2. Click Upload Document 46 | SharePoint Saturday New York City 2011
    37. 37. 4. Enter in Metadata about the document a. Select the Content Type first – this defines your metadata criteria b. Fill in as many fields as you can c. You may put multiple data per field d. Most fields will autocomplete as you type you can also use the lookup function to search for the tag e. Click Submit Lookup Function Allows You to Search through Available Options 47 | SharePoint Saturday New York City 2011
    38. 38. Option 2 – Upload from a Community Page1. Click the document library where the document is stored2. Hover over the document, click the dropdown arrow, click Send To > Knowledge Center(This makes a COPY of the document, so the original document remains here too) 1. Select Appropriate Document Library 2. Send To > Knowledge Center 48 | SharePoint Saturday New York City 2011
    39. 39. 3. On the next popup click the document name to finish the upload procedure4. Fill out the information as previously described 4. Fill Out as Much Information as Possible 3. Click Document Link 49 | SharePoint Saturday New York City 2011
    40. 40. How to Edit1. Click on the document to open itYou have two options for editing2.A Edit the Document in Microsoft Word 2.B Edit the Document in Browser• Can open any type of document as long as you • Other Microsoft Office programs are have the program installed on your computer available online (Excel, Visio, PowerPoint) (Excel, Visio etc.) • This means you do not need the Office• Saving the document will save the changes to the program installed on your computer document in the Knowledge Center • Has limited editing capabilities• Go to File > Check In when you are done editing 50 | SharePoint Saturday New York City 2011
    41. 41. Rating documents is easy and it ensures that the best in class documents are filtered to the top of the list when users search or browse. You should rate a document every time you view one. 1. From the Knowledge Center, click on a document library 2. Find the Document that you would like to rate and click the appropriate amount of stars (You can change your rating at any time) NOTE: You can also add tags and notes about the document. This is highly encouraged because it gives other users more information about the document. You can even add tags and notes after you have clicked on the document and have1. Select the it open in the browser.Appropriate Document Library 2. Select Rating 51 | SharePoint Saturday New York City 2011
    42. 42. In addition to adding metadata to your documents at the time you upload them to theKnowledge Center, you can also add/change tags directly from your document.1. Open your content in the KC (open in Edit mode, or click Edit button)2. Go to File Tab on the right side see  More properties3. Update tags & metadata as appropriate 52 | SharePoint Saturday New York City 2011
    43. 43. Search Results Page From anywhere on the portal you can search: • The current list or library (if you are currently viewing a list or library) • The current site • The entire portal • For people (results will bring you to their My Site profile)On the search results pageyou can filter by documenttype, author, modified date, Note: If you search All Sites be sure toor other metadata look for People on the far right side ofassociated with the search your search results!results 53 | SharePoint Saturday New York City 2011
    44. 44. What is My Site?Your My Site is a page containing all information relevant and specific to you. Itprovides you with a single area to view all recent news and activities, or quickly gainaccess to areas of the portal you have chosen to follow.Below is a list of capabilities available from your My Site page: View all recent activities for areas you‟re following via your Newsfeed Post a message or ask a question to your colleagues Filter or search newsfeeds by  Your newsfeeds  Notifications (responses to your posts/activities)  Your colleague‟s newsfeeds  Microblogs (twitter-style updates for SharePoint)  Questions  Popular newsfeeds Jump to communities you are following, view/follow recommended communities Tag interesting news postings 54 | SharePoint Saturday New York City 2011
    45. 45. Click on the My Site areas you’re want to learn about. My My Profile ‘I like Content Access to: it’ and  Organization Tagging  Content  Tags & Notes  Colleagues  Memberships Filtering activity streams Edit Settings Notificati ons Tags 55 | SharePoint Saturday New York City 2011
    46. 46. A Newsfeed is a collection of activity streams. Newsfeed filtersThe My Newsfeed dropdown box allows you to filter theoverall newsfeed to activity streams of interest to you. Beloware the different types of filters My Activities – filter to only activities streams you started All Public Microblogs – everyone‟s Microblog entries Popular – activity streams with the most responses Questions – all posted questions Colleagues – activities posted by „Your colleagues‟ (see the Colleagues / Friends slide to learn how to update your colleague list) Communities – activity streams for communities you‟ve joined. 56 | SharePoint Saturday New York City 2011
    47. 47. My Content is your personal working area, to be used for posting documents,personal blogs, etc.1. Shared documents – Documents shared here will be visible on your public homepage2. Personal documents – Documents stored here will only be visible to you and administrators3. Share Pictures folder – Pictures you’ve shared on SharePoint4. Recent Blog Posts – Your most recent blog posts 57 | SharePoint Saturday New York City 2011
    48. 48. The My Profile page allows you to edit your profile and access to followingSharePoint activities: Edit My Profile – Access to edit person profile information (picture, phone numbers, current client, title, department), privacy, Newsfeed, email, and general notification settings, Libraries – All document libraries associated to your profile. Overview – Displays your recent activities. It was allows you update your „Ask Me About‟ questions. Organization – displays an interactive org chart (based on the current Active Directory structure) Content – quick access to your document or blog posts Tags and Notes – Search through your tags and notes Colleagues – area to configure colleagues (see the Colleagues / Friends slide) Memberships – quick access to communities you‟ve created 58 | SharePoint Saturday New York City 2011
    49. 49. The My Profile page also contains information like:• Skills• Interests• Past Projects• “Ask Me About” sectionFrom someone else‟s My Site you can click on one of their “Ask Me About” items and youwill be prompted to leave a question on their Note Board. This is a great way to networkwith your colleagues in a social setting or to ask a technical question to someone who is aSME. All these fields appear in searches so you can search for a certain keyword to findpeople who have it in their profile By default, receive emails when someone posts on their Note Board; does not update their Newsfeed. All Note Board posts are public. 59 | SharePoint Saturday New York City 2011
    50. 50. Colleagues – Adding a person as colleague allows you to easilyfollow their SharePoint activities via your Newsfeed. Colleagueswill appear on your My Site quick filter list.Where are colleagues relationships stored?On the top navigation bar, click on My Site/My profile. On the myprofile page, click on the Colleagues tab. On the My Site page,click on the „Manage Colleagues‟ link on the right-hand side.
    51. 51. Why do I already have colleagues associated to my profile?In order to get things started, your team is already listed as colleagues on yourprofile. Add/remove colleagues based on your interests.How can add/remove colleagues?On the Colleagues tab, select „Add colleagues and select the colleague. To removepeople from your colleagues, select the target colleague and click on the „RemoveColleagues‟ button 61 | SharePoint Saturday New York City 2011
    52. 52. You can change your notification settings by navigating to ProfileEdit ProfileEdit Settings. Below are the activities you can choose to follow. All activity notification items are defaulted to yes: Ideas  Documents Blog Posts  New membership Moderation Pictures  Sharing Interests Notification  Announcements  Tagging by my colleague Wikis  Events  Note Board post Microblog Questions  Microblogging  Profile update Community  Tagging with my interests  Upcoming birthday Membership  Rating  Birthday System Notification  Status Message  Upcoming workplace Contacts  Job title change anniversary Bookmark  Manager change  Workplace anniversary Discussions  New blog post  New colleague Tasks 62 | SharePoint Saturday New York City 2011
    53. 53. I Like It - You can use tags to classify and remember pages,documents, or even external sites. The tags you create will appear underyour profile for easy access back to the tagged site/activity.Notes & Tags - You can use notes to comment on a page, document,or external site. When you create notes they will appear here and underyour profile for easy retrieval. Other people can also view the notes youpost. Notes are public comments. 63 | SharePoint Saturday New York City 2011
    54. 54. Tags - You can use tags to classify and remember pages and documents. Thetags you create appear here and under your profile for easy retrieval.Hash tags - A hash tag is simply a way for people to search for activities thathave a common topic. Putting a hash in front of a key word will make searchingfor like hash tagged activities easier. See the #SharePoint Hashtag examplebelow. A #Quarterly hashtag could be created to search all relevant Quarterlymeeting activities. Tag Icon 64 | SharePoint Saturday New York City 2011
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    60. 60.  Microsoft’s Productivity Hub Office.Microsoft.Com  SharePoint Training  72 | SharePoint Saturday New York City 2011
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    62. 62. Thanks to Our Sponsors!

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