An overview of what's available in SharePoint out of the box.
This slide deck is meant to shed some light on basic elements and features of SharePoint and explain to those who are new to Office 365 / SharePoint – what is possible as soon as you get your hands on the live SharePoint site. Enjoy!
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About Me
Gregory Zelfond
10+ years of experience with SharePoint
SharePoint advocate, blogger
Love to solve business problems using code-free, out of
the box SharePoint configurations
Owner of SharePoint Maven (sharepointmaven.com)
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The SharePoint “Onion”
Out of the Box
SharePoint Designer
3rd Party Apps
Custom Coding
Each additional layer adds
cost and complexity but
offers more functionality
This image is courtesy of my colleague and SharePoint expert , Haniel Croitoru
http://www.slideshare.net/hanielc
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Let’s look at SharePoint Building Blocks
Sites
– Organize content by function or purpose (i.e. department site)
Pages
– Displays content on a site. Different layouts
Web Parts (Apps)
– Components that displays certain content (i.e. document
library, calendar, etc.)
Views
– Control how information is displayed
Security
– Controls who sees the information displayed
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Document Management Options
1. Folders
2. Metadata Columns
3. Content Types
4. Document Sets
5. Managed Metadata
For more on this topic, check out this slide deck of mine
http://www.slideshare.net/gzelfond/5-ways-to-manage-documents-in-sharepoint
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Business Case Against Folders
1. Usability
2. URL length limitation
3. Moving File URL
4. Security
5. User experience
6. File duplication
7. 1 Lonely View
8. Can’t Sort & Filter
9. Change is hard
10. Lost documents
11. Navigation
12. Cost
For more info and detailed description on above reasons, check out this blog post
http://sharepointmaven.com/12-reasons-folders-sharepoint-bad-idea/
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Metadata
Definition: Metadata is data that describes
additional information about a file or a document
Data in Columns = Metadata
To educate yourself on metadata, check out this blog post and slide deck
http://sharepointmaven.com/document-management-in-sharepoint-without-
folders-introduction-to-metadata/
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Views
Definition: Views allow user to
control how information from
a certain web-part is displayed
Views allow to group, filter,
sort information
You can find more on Views in this slide deck
http://sharepointmaven.com/document-
management-in-sharepoint-without-folders-
introduction-to-metadata/
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Security, cont’d
Default Security Options
– Read - Can view pages and list items and download
documents
– Contribute - Can view, add, update, and delete list items
and documents
– Design - Can view, add, update, delete, approve, and
customize
– Full Control - Has full control
Custom Permission Levels option allows to create
custom permissions (i.e. allow to add, but not
delete a file)
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Alerts
Definition: Notification feature that alerts
user about changes to the item or list/library
Often underutilized feature in SharePoint
Notifies user of changes in the library/list
Can be set by user on any list, library or
individual item (i.e. document)
Works great with document libraries,
calendars
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