A slide deck to complement my 2-hour, FREE, on demand SharePoint Training available here: https://youtu.be/mSVC08zbQ7M
The following topics are covered in the course:
- What is SharePoint, OneDrive and Office 365
- The concept of Sites, Pages and Web Parts
- How to upload and download documents from the document library
- How to share a document in SharePoint
- How to setup alerts to be notified of changes to your documents or content
- How to create your own views in a library or list
- The concept of Versioning, Check-in and Check-out
- The concept of Co-Authoring
- How to sync documents to your desktop via OneDrive
- How to sync Calendar, Tasks and Contacts to Outlook
- How to search for documents and items in SharePoint
- How to Export SharePoint information to Excel
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Before we start…
2-hour, FREE, on-demand session recording is
available at https://youtu.be/mSVC08zbQ7M
You can also visit my YouTube Channel:
https://www.youtube.com/c/sharepointmaven
Slides and Demo based off SharePoint Online,
however, similar functionality is available with
on-premises and older versions of SharePoint
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SharePoint User Types
End User (works with content)
– Uploads/edits/deletes files
– Creates content (documents, tasks, events, etc.)
– Shares content
Power User/Site Owner (works with site)
– Manages site
– Creates web parts
– Edits pages
– Manages security
Administrator (works with site collection)
– Manages site collections
– Manages global security & permissions
– Manages advanced SharePoint features
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Evolution of SharePoint
Born in 2001
Evolved as collaboration platform adopted by
many large organizations
Required extensive server infrastructure for on-
premise installations
Major versions: 2001, 2002, 2003, 2007, 2010,
2013 (current) and 2016 (planned)
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SharePoint & Office 365
In 2011, SharePoint got bundled with Office 365 Suite
(Cloud)
– MS Office
– Outlook (Exchange)
– Skype for Business
– SharePoint
– OneDrive
SharePoint can still be acquired as an on-premises
solution
Since SharePoint Online doesn’t require infrastructure
investments by organizations, it’s become affordable
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Most Common Web Parts
Document Library (list of documents)
Calendar (list of events)
Contact List (list of contacts)
Issues Tracking (list of Issues)
Tasks (list of tasks)
Announcements (list of announcements)
The concept of Lists & Libraries
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Document Library
Add a Document (via Upload button)
Add Multiple Documents (via Drag & Drop)
– Limit of 100 files at a time (“classic” library only)
– Can’t drag and drop folders (“classic” library only)
Edit Document Properties + Bulk Edit (Quick Edit)
– Bulk Edit works only with flat list view (not grouped)
Download a Document
Viewing a document without Download
Open in Windows Explorer
– Works with Internet Explorer Browser only
– Doesn’t work well with really large document libraries
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Document Library, cont’d
Edit Documents
– Edit using Office Online
– Edit using Office Desktop
Version Control
– Major versions
Concept of co-authoring (Word only)
Concept of Check-in/Check-out
Sync library to desktop (via OneDrive)
– No real benefit if you are using metadata
– Known sync issues
– Works only for 5,000 items or less (folders + files)
Searching for Documents
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“How To” Blog Posts
How to create SharePoint alerts
How to add SharePoint Tiles to your site
How to add a Video in SharePoint
How to create an Org Chart in SharePoint
How to create a SharePoint Project Site
4 ways to configure Document Library
Choosing between OneDrive for Business & SharePoint
How SharePoint Recycle Bin works
How to sync SharePoint with Outlook
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SharePoint Webinars
How to manage projects in SharePoint using out of the box features
How to build amazing Intranet Sites in SharePoint using out of the box features
How to improve SharePoint User Adoption – practical tips and industry best
practices
How to manage migration to SharePoint
SharePoint hacks you can’t live without
[NEW] Project and Portfolio Management with Project Online
[NEW] Kick-Ass Project Collaboration with Office 365 Groups
LEARN MORE
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Need help with SharePoint?
SharePoint Site Configuration and Customization
Document Migration to SharePoint
SharePoint Implementation Strategy
SharePoint Training
SharePoint User Adoption
SharePoint Governance
SharePoint Project Management
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THANK YOU!
Visit: sharepointmaven.com
Email: greg@sharepointmaven.com
Follow: @gregoryzelfond
Connect: linkedin.com/company/sharepoint-maven
View: www.slideshare.net/gzelfond
Watch: SharePoint Maven YouTube Channel
Get in touch if you have questions