This document provides an overview of SharePoint for beginners. It discusses what SharePoint looks like with default sites, versions, and how content is stored in lists, libraries, and pages. It also covers metadata, taxonomy, document standards, sites, groups, restricting access, and some example intranet designs. The presentation encourages understanding business processes and next steps like fixing documents, planning in Excel, getting training, and building just one thing in SharePoint. Resources for learning more are provided at the end.

1. SHAREPOINT FOR BEGINNERS
#SPSJHB 2016

2. Presented by
VERONIQUE PALMER
@veroniquepalmer
#SPSJHB 2016

3. WHAT
DOES IT
LOOK
LIKE?

4. Default SharePoint 2013 Site

5. A NEW WORLD
@veroniquepalmer
#SPSJHB 2016

6. 2010 / 2013 – Foundation,
Standard, Enterprise
2016 – Standard,
Enterprise
VERSIONS
Cloud – SharePoint
Online, Office 365…

7. Lists / Forms
Libraries / Pages
STORING
CONTENT
x 22

8. Example of a List

9. And its
Form

10. Libraries
Subfolders
Classified
DOCUMENTS

11. META
what?!

13. Taxonomy
All just a way to
classify content

14. Even Subfolders Do That! (Badly)

15. Libraries and Metadata at Work

16. WithitsViews

17. Naming Standards
Document Properties
Date Standards
DOCUMENT
STANDARDS
Search Results
YYYY-MM-DD

18. Pages – to Replace Documents

19. Add Pictures (think Process Flows)

20. Add Content –
Then Tell People
About It
TWO STEPS TO SHAREPOINT…

21. Intra / Extranet Sites
Team Sites
Subsites
SITES
Departmental Sites
My Sites

22. User Groups
Permissions
Security
GROUPS
Restrict Access

23. Members
Owners
Visitors
DEFAULT
GROUPS
SCA’s
Site Collection Administrators

24. Site Level
List / Library Level
Subfolder Level
RESTRICT
ACCESS
Document Level….

25. DocumentLevel….

26. THE 4 QUESTIONS
@veroniquepalmer
#SPSJHB 2016

27. Who
needs to
see it
Is any of
this info
re-usable
What do I
need to report
on / manage
What
must they
do with it
?

28. INTRANET DESIGN
@veroniquepalmer
#SPSJHB 2016

29. Intranet Home Page
Company News
Telephone List
Policies and Procedures
Leave Forms
Templates
HB
Staff Folders
Disciplinary Matters
Payroll
Training
Finance
Invoices
Expense Claims
Creditors
Audited Financials
Marketing
Editable :
Brochures and Flyers
Promotions
Advertising
All Staff to
View
Restricted
Access

30. A Working
Example

31. Human Beings
(Intranet Home Page)
Company Discussions
How We Work
Client, Supplier, Staff Details
Company Details
Jam Jar
Sales Pipeline
Quotes
Invoices
Expense Claims
Financial Docs
Projects
Timesheets
Database
Checklists
Project Docs
Training
Delegate Database
Training Material
Signed Registers
Training Day Updates
Events
Budgets
Checklists
Planning
RSVP’s
Lessons Learnt
Legacy Leaving

32. Top of Site Collection
/ Top Level Site
Contain : Lists, Libraries,
Pages and Subsites
Subsite
Contain :
Lists, Libraries, Pages and maybe
its own subsites
Lists and Libraries
Contain :
Metadata and Views which you can
display as dashboard on pages to
manage and store information
e.g...:

33. *** MUST understand the business process! ***

34. Dashboard / Nav / Home
Views
Metadata
Libraries
Docs
Business Process!

35. UNDERSTAND WHAT and WHY!
@veroniquepalmer
#SPSJHB 2016

36. COLLABORATION
TEAM WORK
?

37. NEXT STEPS
@veroniquepalmer
#SPSJHB 2016

38. Fix Docs
Plan in Excel
Speak to Everybody
Get Training Then Build Just One Thing

39. SharePoint 2010 and 2013 Default Site Elements
http://www.letscollaborate.co.za/sharepoint-2010-and-2013-default-site-elements-posters/
Finding SharePoint in Office 365
http://www.letscollaborate.co.za/finding-sharepoint-in-office-365/
Why You Need an Intranet (and What’s on LC’s)
http://www.letscollaborate.co.za/why-you-need-an-intranet/
Office 365 for Beginners Video (35 minutes)
https://www.facebook.com/video.php?v=881839258532311&set=vb.101806503202261&type=2
Or Slidedeck for the Above Video
http://www.slideshare.net/VeroniquePalmer/office-365-for-beginners
Top Free Resources for Learning SharePoint with no Budget
http://www.letscollaborate.co.za/top-free-resources-for-learning-sharepoint-when-you-have-no-
budget/
Too Many SharePoint Choices – Here’s How to Narrow Them Down
http://www.letscollaborate.co.za/too-many-sharepoint-choices-how-to-narrow-them-down/
Types of Dashboard in SharePoint
http://www.letscollaborate.co.za/types-of-dashboards-in-sharepoint/
SharePoint is Not Your Fileshare
http://www.letscollaborate.co.za/sharepoint-is-not-your-fileshare/
Why Using the Date Standard YYYY-MM-DD Works
http://www.letscollaborate.co.za/why-using-the-date-standard-yyyy-mm-dd-works/
RESOURCES

40. THANK YOU #SPSJHB 2016!
veronique@letscollaborate.co.za