Oh the places you will go mpls

LizSundetMBAPMPCBAPC 6,788 views 67 slides Apr 22, 2015
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About This Presentation

SharePoint hottest Tips, Tricks, Gotcha's and Ah Ha's.


Slide Content

Oh, The Places You’ll Go With SharePoint

CONGRATULATIONS

THING 1—Liz Sundet Liz Sundet– User Experience Manager with Protiviti MBA, PMP, CBAP, CSM Musician: Biker— “Throttles Not Pedals” Email: [email protected] Connect with me on LinkedIn http://www.linkedin.com/in/lizsundet/ Blog: itsocialbutterfly.wordpress.com Follow on Twitter: @ percusn

Thing 2 - Tamara Bredemus SharePoint since 2008 Solution Architect, Trainer, Blogger Business Perspective Code Free Find Me @ TamaraBred HeyTamara.com [email protected]

Agenda Tips Tricks Gotchas Ah Ha! All The Things We Screwed Up And Wanted To Go Back and Fix Or http://tinyurl.com/OhThePlacesSP

One Word Naming

Site Sub-site Library List Column View Document ONEWORD

URL and HTML CODE https:// percusn.sharepoint.com/Shared%20Documents/Test.docx Vs https://percusn.sharepoint.com/Shared%20Documents/The%20Things%20to%20do%20when%20Visiting%20a%20Who%20In%20Whoville%20in%20December.docx

Site Columns

Create it once and then you’re done Department (choice) Finance HR IT Marketing Sales Make a change Push it down

Create it once and then you’re done Create it high. Use it low. Use it where ever you go.

Create it once and then you’re done Create at sub-site. Now I’m sad. I can’t share with the sisters I have.

Create it once and then you’re done Create at Content Type Hub Use Enterprise Wide Content Type Hub

List Tab > Settings Group > List Settings Site Settings > Web Designer Galleries > Site Columns

List Tab > Settings Group > List Settings Site Settings > Web Designer Galleries > Site Columns

List Tab > Settings Group > List Settings Site Settings > Web Designer Galleries > Site Columns

Create it once and then you’re done Go to List List Tab List Settings Add from existing column

Content Types

Content Type Defined: A Group of columns and properties that describe something Group items together on the same library or list by using content types to control your forms

FIRST CHOOSE THE LIBRARY OR LIST AND GO TO SETTINGS THEN CLICK THE ADVANCED SETTING FROM THE GENERAL SETTINGS AREA CHOOSE YES TO ALLOW MANAGEMENT OF CONTENT TYPES

Upload Documents

Upload Documents We’ve got documents Yes indeedy Uploading is Easy

Upload Documents We’ve got documents Yes indeedy Uploading is Easy Easy

Upload Documents We’ve got documents Yes indeedy Uploading is Easy Easy E asy

Upload Documents Upload multiple Required Fields No checked-in version

Upload Documents Require Check Out OR Upload multiple + Required Fields = No checked-in version Only uploader can see

Upload Documents Library Tab Library Settings Permissions & Management Mange files which have no checked in version Select all Take Ownership Fill in required columns or check in doc

Versioning

Versioning 2007 & 2010 whole copies 400,000 major versions Attachments not versioned Change to metadata = new version

Versioning Set limits Also affects Append Text

Versioning Major and minor keeps all drafts for number of specified major versions ALL

Versioning You just want to know if versioning is a go But settings are set to no access Click the ellipse, the ellipse and now you know. Versioning is a go, go, go

Versioning You know you want to. Yes you do. Add the version column to the view.

Where Oh Where Is the Print Button?

Sync Files

SYNC FILES OUTLOOK

MOVE FILES OPEN WITH EXPLORER

Navigation

Navigation Quick Launch LeftNav Current Navigation Global Navigation Top Link Bar Tabs Ribbons

Navigation Quick Launch LeftNav Current Navigation Global Navigation Top Link Bar Tabs Ribbons

Navigation Quick Launch LeftNav Current Navigation Global Navigation Top Link Bar Tabs Ribbons

Navigation Quick Launch LeftNav Current Navigation Global Navigation Top Link Bar Tabs Ribbons

Navigation Quick Launch LeftNav Current Navigation Global Navigation Top Link Bar Tabs Ribbons

With Publishing Without Publishing

With Publishing

With Publishing

Without Publishing

Without Publishing

Without Publishing

Without Publishing

Promoted Links

Audience Targeting vs Permissions

Audience Targeting Permissions

Audience Targeting Permissions Items & Files Navigation Web Parts Sites Lists & Libraries Folders Document Sets Files

Audience Targeting Permissions I can’t see it right now I can get to it I can’t see it I can’t get to it I won’t see it in search results

Sharing

YOU ARE ABOUT TO CHANGE SECURITY! YES, INDEED! OMG!

Invitation to Join Where: Add to group Who: Your Site Admin

Web Parts Some are called App Parts

Web and App Parts Add multiple views to a page Connect them to see related information Make your site fancy

AND WILL YOU SUCCEED? YES! YOU WILL INDEED! 98 AND 3/4 PERCENT GUARANTEED

Oh, The Places You Will Go With SharePoint Liz Sundet [email protected] @ percusn http://www.linkedin.com/in/lizsundet/ itsocialbutterfly.wordpress.com Tamara Bredemus [email protected] @ TamaraBred HeyTamara.com Thank you

Pictures used in this presentation were found under the following locations and labeled as free for use. http:// www.clipartpanda.com/categories/dr-seuss-clip-art-fish Words and text used from Dr. Seuss’ “Oh, the Places You Will Go” copyright 1991 by Randomhouse