SlideShare a Scribd company logo
1 of 51
Power Users (Yea We
Mean You!)
   Ron
     Davis, MCT
   Independent
   The Last
     Presentation
• Views
• Creating and
  Managing Lists and
  Libraries
• Customizing a
  SharePoint Site by
  Using Web Parts
• Permissions in a
  SharePoint Site
The Single Greatest
   Productivity Gainer
• Anyone Can Use It (Even
  Non-Power Users)
• Free (Real Free. Not Buy
  This and U Get It)
• But Most Will Not Use It (So
  Sad……)
Multi-Tasking
Focused
      Attention!
• When Are You Most
  Productive?
• How Many Things Are You
  Doing?
• What Happens When You
  Need to Wait For Something
  that is Not Available When You
  Need It?
Where I Learned To
  Stay Focused
Views: Visual Representation of
       your SharePoint Data
• Default
  Views
• Custom
  Views
• Content
  Types
•Design to quickly see what is important to the user.
  Site
  Columns
Ways to Organize “See”
       Information
   “Here it is, right here Boss!” = 1
                “Atta-Boy”to quickly see
• Organized well as in likely
  what is coming!
• Views (of Libraries ……. Lists)
  •   Content Types
  •   Site Columns
  •   Default Views
  •   Custom Views
• Folders
Views
Lists and
        Libraries
• Lists in SharePoint
• Libraries in SharePoint
• Ways to organize Files
  •Views
  •Folders
Everything Is A “List”
• Whether you are creating
  a Document
  Library, Announcements
  list, a custom list, or a
  survey…they are all lists!
• Only difference between
  lists is the views that
  display the list’s contents
• Every List is a Web Part!
Lists Structure
• Lowest Level of Storage and Similar to
  Databases Database
    List                   Differences
    Events     Triggers
    Fields     Columns
    Items      Records
               X          Optimized Read
               X          Hold Vast Data
    X                     RSS Feeds
    X                     Versions
Document Libraries Picture
         Libraries
• Main Difference is That They
  Are used to Store Files
• The Shared Document Library
• All Libraries Are Lists
• Just have added “Features”
These are Content Type(s)
Site Columns
• Reusable Column definition
• Can be Assigned Across
  Multiple SharePoint Sites
• Users can Add to Their Lists
• Defined at The Site Level
Folders
• Generally Not Liked by SP Professionals
• Good for Tree Sort
• Users Understand Folders (May be the
  Problem)
Content
 Types
  Site
Columns
Customizing a
    SharePoint Site by
     Using Web Parts
• Web Parts
•   Controlling Availability
•   Customizing
•   Business Intelligence Web Parts
•   KPI
Using Web Parts
• Web Parts are reusable
  components
• They can be added to any
  SharePoint page with a Web Part
  Zone on it
• Allows users to change the look
  of a site without writing any HTML
• You Can “Roll Your Own”
Most Popular               (Survey on
    SharePoint Experts Group)

•Page Viewer Web Part
•Image Web Part
•Content Query Web
 Part
•Content Editor Web
SharePoint Security
Permissions in a SharePoint
               Site
• How Security Works in SharePoint
• Overview of Permissions in SharePoint
• Permissions
• Permission Levels
• SharePoint Groups
• Using SharePoint Groups to Ease Security
  Management
• Zones
IIS Application Pools
• Every web application will require to run
  under some account. Application pools
  allow us to assign this account.
• Application pool identity must have access
  to it’s respective databases
  (SharePoint_Config, wss_content, etc)
• Must have access to create databases on
  the sql server (content db’s), which
  typically requires one of
  Administrators, Process
SharePoint Windows Groups
• IIS_WPG
  – Has access to administer IIS Worker Process
• WSS_WPG
  – Has read access to system resources of WSS
• WSS_ADMIN_WPG
  – Has write access to system resources of WSS
• WSS_RESTRICTED_WPG
  – General purpose administrator group
SharePoint Default Groups
• Every team site created is given a set of
  default groups
  – Visitors
     Given read permission set
  – Members
     Given contribute permission set
  – Owners
     Given full control permission set
• Different site definitions create different
  groups
  – Publishing sites create more than the three above
    (Style Resource
    Readers, Designers, Approvers, Restricted
    Readers, Quick Deploy Users)
ASP.NET Membership/Role
          Provider
• SharePoint is an ASP.NET 2.0 Application
  – Utilize the roles of the membership/role
    provider
  – Membership providers include
    Active Directory
    LDAP
    Custom
Assignable Entities
• User
  – A single user from the Membership provider
• Domain Group
  – A role from the Role provider being used
    (Domain group in active directory, a role in
    ASP.NET db provider)
• SharePoint Group
  – A group you create in SharePoint and assign
    individual users too
  – Scoped to the Site Collection
Custom Permission Levels
• You have the ability to create your own
  permission levels
  – Use to be called Site Groups in WSS
    2.0/SP2003
  – Permissions are cumulative
Permissions
• SharePoint has a set of pre-defined
  Permissions
  – 33 of them
  – Fall into one of three categories (List, Site,
    Personal)
  – Permission are not assigned directly to users,
    but rather to Permission Levels
Site/List/Item Permission
            Inheritance
• Permissions by default are inherited
  – Site dictates to list and list items what
    permissions users will have
  – You have the ability to override at a list
    level, list items will inherit from the list
    permissions
  – You also have the ability to override at the list
    item level, designed to allow folder level
    permissions!
Web Application Policy
• SharePoint doesn’t have a notion of deny
  – But you can setup zones
    (intranet, internet, extranet)
  – These zones can have a policy with four
    settings:
    Full Control
    Read Only
    Deny Write
    Deny Access
Permissio
   ns
Misc Administration And Some
           Cool Stuff!
• User
  Profiles, Audienc
  es and Targeting
• Feature
• Outlook
  Integration
• PopFly
• CodePlex
User Profiles
Audiences
Outlook 2007 Integration
•   Document Library Syncing Capability
•   Document Previewing
•   Instant Search
•   Offline Access and Editing
Document Library Syncing
      Capability
Document Library Now in
      Outlook
Document Previewing
Instant Search
Content Editor and PopFly
No Code except for the Cntrl-C
          Cntrl-V
Content Editor
Search for PopFly and SharePoint: Blogs Screen
                 Casts How-to
Silverlight
CodePle
   x
Thank You!
Ron Davis, M.C.T.
Drawing for ?

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Ron

  • 1. Power Users (Yea We Mean You!) Ron Davis, MCT Independent The Last Presentation
  • 2. • Views • Creating and Managing Lists and Libraries • Customizing a SharePoint Site by Using Web Parts • Permissions in a SharePoint Site
  • 3. The Single Greatest Productivity Gainer • Anyone Can Use It (Even Non-Power Users) • Free (Real Free. Not Buy This and U Get It) • But Most Will Not Use It (So Sad……)
  • 5. Focused Attention! • When Are You Most Productive? • How Many Things Are You Doing? • What Happens When You Need to Wait For Something that is Not Available When You Need It?
  • 6. Where I Learned To Stay Focused
  • 7. Views: Visual Representation of your SharePoint Data • Default Views • Custom Views • Content Types •Design to quickly see what is important to the user. Site Columns
  • 8. Ways to Organize “See” Information “Here it is, right here Boss!” = 1 “Atta-Boy”to quickly see • Organized well as in likely what is coming! • Views (of Libraries ……. Lists) • Content Types • Site Columns • Default Views • Custom Views • Folders
  • 9.
  • 10. Views
  • 11. Lists and Libraries • Lists in SharePoint • Libraries in SharePoint • Ways to organize Files •Views •Folders
  • 12. Everything Is A “List” • Whether you are creating a Document Library, Announcements list, a custom list, or a survey…they are all lists! • Only difference between lists is the views that display the list’s contents • Every List is a Web Part!
  • 13. Lists Structure • Lowest Level of Storage and Similar to Databases Database List Differences Events Triggers Fields Columns Items Records X Optimized Read X Hold Vast Data X RSS Feeds X Versions
  • 14. Document Libraries Picture Libraries • Main Difference is That They Are used to Store Files • The Shared Document Library • All Libraries Are Lists • Just have added “Features”
  • 15.
  • 16.
  • 17. These are Content Type(s)
  • 18. Site Columns • Reusable Column definition • Can be Assigned Across Multiple SharePoint Sites • Users can Add to Their Lists • Defined at The Site Level
  • 19.
  • 20. Folders • Generally Not Liked by SP Professionals • Good for Tree Sort • Users Understand Folders (May be the Problem)
  • 21. Content Types Site Columns
  • 22. Customizing a SharePoint Site by Using Web Parts • Web Parts • Controlling Availability • Customizing • Business Intelligence Web Parts • KPI
  • 23. Using Web Parts • Web Parts are reusable components • They can be added to any SharePoint page with a Web Part Zone on it • Allows users to change the look of a site without writing any HTML • You Can “Roll Your Own”
  • 24. Most Popular (Survey on SharePoint Experts Group) •Page Viewer Web Part •Image Web Part •Content Query Web Part •Content Editor Web
  • 26. Permissions in a SharePoint Site • How Security Works in SharePoint • Overview of Permissions in SharePoint • Permissions • Permission Levels • SharePoint Groups • Using SharePoint Groups to Ease Security Management • Zones
  • 27. IIS Application Pools • Every web application will require to run under some account. Application pools allow us to assign this account. • Application pool identity must have access to it’s respective databases (SharePoint_Config, wss_content, etc) • Must have access to create databases on the sql server (content db’s), which typically requires one of Administrators, Process
  • 28. SharePoint Windows Groups • IIS_WPG – Has access to administer IIS Worker Process • WSS_WPG – Has read access to system resources of WSS • WSS_ADMIN_WPG – Has write access to system resources of WSS • WSS_RESTRICTED_WPG – General purpose administrator group
  • 29. SharePoint Default Groups • Every team site created is given a set of default groups – Visitors Given read permission set – Members Given contribute permission set – Owners Given full control permission set • Different site definitions create different groups – Publishing sites create more than the three above (Style Resource Readers, Designers, Approvers, Restricted Readers, Quick Deploy Users)
  • 30. ASP.NET Membership/Role Provider • SharePoint is an ASP.NET 2.0 Application – Utilize the roles of the membership/role provider – Membership providers include Active Directory LDAP Custom
  • 31. Assignable Entities • User – A single user from the Membership provider • Domain Group – A role from the Role provider being used (Domain group in active directory, a role in ASP.NET db provider) • SharePoint Group – A group you create in SharePoint and assign individual users too – Scoped to the Site Collection
  • 32. Custom Permission Levels • You have the ability to create your own permission levels – Use to be called Site Groups in WSS 2.0/SP2003 – Permissions are cumulative
  • 33. Permissions • SharePoint has a set of pre-defined Permissions – 33 of them – Fall into one of three categories (List, Site, Personal) – Permission are not assigned directly to users, but rather to Permission Levels
  • 34. Site/List/Item Permission Inheritance • Permissions by default are inherited – Site dictates to list and list items what permissions users will have – You have the ability to override at a list level, list items will inherit from the list permissions – You also have the ability to override at the list item level, designed to allow folder level permissions!
  • 35. Web Application Policy • SharePoint doesn’t have a notion of deny – But you can setup zones (intranet, internet, extranet) – These zones can have a policy with four settings: Full Control Read Only Deny Write Deny Access
  • 36. Permissio ns
  • 37. Misc Administration And Some Cool Stuff! • User Profiles, Audienc es and Targeting • Feature • Outlook Integration • PopFly • CodePlex
  • 40.
  • 41. Outlook 2007 Integration • Document Library Syncing Capability • Document Previewing • Instant Search • Offline Access and Editing
  • 43. Document Library Now in Outlook
  • 47. No Code except for the Cntrl-C Cntrl-V
  • 48. Content Editor Search for PopFly and SharePoint: Blogs Screen Casts How-to
  • 50. CodePle x
  • 51. Thank You! Ron Davis, M.C.T. Drawing for ?