SharePoint Saturday NYC 07/2011

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2 | SharePoint Saturday New York City 2011

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 @mranlett
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facebook.com/mranlett


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 Site
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 Lists
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 Libraries
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 Views
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Web Parts
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Ribbon and Dialog Framework

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Silverlight & SharePoint
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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 method of accessing
content specific to their needs and interests.

Site Actions Page Tabs Quick Links
Edit, 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

• 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


• 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


This is a High Level Overview – Details are
Most Recent Uploads Section
How to Upload a Document: Found on the Following Slides
Search Bar
1. From Knowledge Center Home Page Better search
click “Upload a Document” capabilities available in
2. Fill out as much information as SharePoint 2010
possible
OR Highest Rated Content
1. Go to a community page, How to Rate a
2. Go to a document library Document:
3. Click the item dropdown 1. Click on a document
4. Click Send To > Knowledge Center library
2. Click the appropriate
Modified By Me Section amount of stars(1-5)
How to Modify a Document: You can also tags and
1. Click on Document notes on documents –
2.A Click Edit in Browser (limited editing this will give
options) and Save when complete consultants more
OR information about the
2.B Click on Open in Microsoft Word and document
“Check In” when complete

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


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


Option 2 – Upload from a Community Page
1. Click the document library where the document is stored
2. 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


3. On the next popup click the document name to finish the upload
procedure
4. Fill out the information as previously described
4. Fill Out as Much
Information as Possible

3. Click Document Link


How to Edit
1. Click on the document to open it
You have two options for editing

2.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

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 have
1. Select the it open in the browser.
Appropriate
Document
Library

2. Select Rating

In addition to adding metadata to your documents at the time you upload them to the
Knowledge 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 properties
3. Update tags & metadata as appropriate


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 page
you can filter by document
type, author, modified date, Note: If you search All Sites be sure to
or other metadata look for People on the far right side of
associated with the search your search results!
results

What is My Site?
Your My Site is a page containing all information relevant and specific to you. It
provides you with a single area to view all recent news and activities, or quickly gain
access 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

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

A Newsfeed is a collection of activity streams. Newsfeed filters
The My Newsfeed dropdown box allows you to filter the
overall newsfeed to activity streams of interest to you. Below
are 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.

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
homepage
2. Personal documents – Documents stored here will only be visible to you and
administrators
3. Share Pictures folder – Pictures you’ve shared on SharePoint
4. Recent Blog Posts – Your most recent blog posts


The My Profile page allows you to edit your profile and access to following
SharePoint 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

The My Profile page also contains information like:
• Skills
• Interests
• Past Projects
• “Ask Me About” section

From someone else‟s My Site you can click on one of their “Ask Me About” items and you
will be prompted to leave a question on their Note Board. This is a great way to network
with your colleagues in a social setting or to ask a technical question to someone who is a
SME. All these fields appear in searches so you can search for a certain keyword to find
people 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.


Colleagues – Adding a person as colleague allows you to easily
follow their SharePoint activities via your Newsfeed. Colleagues
will 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 my
profile page, click on the Colleagues tab. On the My Site page,
click on the „Manage Colleagues‟ link on the right-hand side.

Why do I already have colleagues associated to my profile?
In order to get things started, your team is already listed as colleagues on your
profile. Add/remove colleagues based on your interests.

How can add/remove colleagues?
On the Colleagues tab, select „Add colleagues and select the colleague. To remove
people from your colleagues, select the target colleague and click on the „Remove
Colleagues‟ button


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

I Like It - You can use tags to classify and remember pages,
documents, or even external sites. The tags you create will appear under
your 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 under
your profile for easy retrieval. Other people can also view the notes you
post. Notes are public comments.


Tags - You can use tags to classify and remember pages and documents. The
tags 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 that
have a common topic. Putting a hash in front of a key word will make searching
for like hash tagged activities easier. See the #SharePoint Hashtag example
below. A #Quarterly hashtag could be created to search all relevant Quarterly
meeting activities.

Tag Icon


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 Microsoft’s Productivity Hub
 Office.Microsoft.Com
 SharePoint Training

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SharePoint Saturday NYC 07/2011

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