SharePoint 101

1. SharePoint: Getting Started
Presented By Rich Giglio – July 25th, 2015
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2. Thank You
EVENT Sponsors
We appreciated you supporting the New York
SharePoint Community!
• Diamond, Platinum, Gold, & Silver have tables
scattered throughout
• Please visit them and inquire about their
products & services
• To be eligible for prizes make sure to get your
bingo card stamped by ALL sponsor

3.  Worked in Finance in the fashion industry
 Power user in excel and MS Access
 Currently Project Manager for Soho Dragon
Solutions
 Working with SharePoint about 9 months
Work Experience
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4.  Penn State
 Rugby player
 Motorcycles
 Blinkers
 Formula 1 racing
 Moto GP racing
Life Experience

5.  There will be some Q&A at the end
 If you have any questions, please don’t hesitate to
stop me and ask if you don’t understand something
Questions
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6.  Demo of basic SharePoint functionality at the end
At the end
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8. Talking Points
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1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)

9. 1. What is SharePoint?
2. Navigating through SharePoint
3. Goal of SharePoint
4. Setting up permissions
5. Security
6. Sub sites
7. Uploading information into SharePoint
8. Workflows/alerts
9. Searching SharePoint
10. SharePoint in the Cloud (Office365)
Talking Points
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10.  SharePoint
 Team Sites
 Document Library
 Meta Data/Content Types
 Search
 Workflows
Define
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11.  A secure place to store, organize, share and
access information from any device that has
access to the internet
 Store and organize files in a search friendly
format
 Share information with colleagues
 Access SharePoint Remotely
 Hottest selling application in Microsoft’s history
What is SharePoint?
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12. What is SharePoint?
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 A secure place to store, organize, share and
access information from any device that has
access to the internet
 Store and organize files in a search friendly
format
 Share information with colleagues
 Access SharePoint Remotely
 Hottest selling application in Microsoft’s history

13. What is SharePoint?
www.sohodragon.com
 A secure place to store, organize, share and
access information from any device that has
access to the internet
 Store and organize files in a search friendly
format
 Share information with colleagues
 Access SharePoint Remotely
 Hottest selling application in Microsoft’s history

14.  SharePoint
Team Sites
 Document Library
 Meta Data/Content Types
 Search
 Workflows
Define
www.sohodragon.com

15.  Social media feed
 Create tasks for teammates
 Take notes that are specific to that page via
OneNote
 Have mailboxes in outlook designated to sites
 Designated document Libraries
Sites
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16. Sites

17.  SharePoint
 Team Sites
Document Library
 Meta Data/Content Types
 Search
 Workflows
Define
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18.  Uploading of documents
 Tagging Meta data
 Setting Content types
 Trigger a workflow
Set the wheels in motion
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19.  SharePoint
 Team Sites
 Document Library
Meta Data/Content Types
 Search
 Workflows
Define
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20. Meta Data and Content Types

21. Expenses
Purchase
Orders
Invoices
Financial Documents
Travel Receipts GM% Product costs

22.  SharePoint
 Team Sites
 Document Library
 Meta Data/Content Types
Search
 Workflows
Define
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23.  Crawl SharePoint farms
 Highly customizable
 Most commonly centralized
 Crawl entire SharePoint environment
 Crawl specific region of SharePoint environment
 All SharePoint content in South America
 Place a hold on documents
Search and eDiscovery
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24. Index 1 Index 2 Index 3
SharePoint files/File
Share/Exchange/etc.
User Search

25.  SharePoint
 Team Sites
 Document Library
 Meta Data/Content Types
 Search
Workflows
Define
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26.  Streamline manual, internal operations
 Event receivers
 Bulk management through User Groups
 Email notifications
Workflows

27. Workflows

28. Permissions/User Groups
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 Limit search functionalities of employees
 Small private company
 50-100 employees
 2 or 3 regional offices
 Easily manage who has access to what through a
user group
 Enterprise Company
 500-2,000 employees
 Nation wide, or worldwide
 Automatically send documents from team to team
through SharePoint
 Add/remove permissions in a workflow

29. Permissions/User Groups
www.sohodragon.com
 Limit search functionalities of employees
 Small private company
 50-100 employees
 2 or 3 regional offices
 Easily manage who has access to what through a
user group
 Enterprise Company
 500-2,000 employees
 Nation wide, or worldwide
 Automatically send documents from team to team
through SharePoint
 Add/remove permissions in a workflow

30. Permissions/User Groups
www.sohodragon.com
 Limit search functionalities of employees
 Small private company
 50-100 employees
 2 or 3 regional offices
 Easily manage who has access to what through a
user group
 Enterprise Company
 500-2,000 employees
 Nation wide, or worldwide
 Automatically send documents from team to team
through SharePoint
 Add/remove permissions in a workflow

31.  Keep files in synch
 Access from anywhere
 Share from anywhere
 1 version of every document
 Edit online
 Work offline capabilities
SharePoint + O365
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32. Recap
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 Clear definition of SharePoint
 Clear understanding of a sub site
 Team site
 Clear definition of Meta Data and Content Types
 Tagging documents
 Clear understanding of how a document is searched
 Brief introduction to workflows
 Understanding of how they work
 Clear understanding of Permissions/User groups
 Introduction to SharePoint online (Office 365)
 Demo to clarify functionality