Introducing SharePoint 2013
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- Lawrence Richards
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1 With Melissa Esquibel, MCT President MPELLC Copyright 2014 MPELLC. Unauthorized duplication strictly prohibited. All rights reserved. Microsoft, Excel, SharePoint, PowerPoint, Outlook and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
2 What is Online Office 365 On Premise On your own servers Foundation (free) Standard Enterprise (E1, E3, E4) erver%20on%20premise%20versus%20office%2036/allitems.aspx#.vf pdifnf_o MPELLC Page 2 BusinessManagementDaily.com
3 SharePoint Basics Network Shares Place For sharing files Structured Not so much! SharePoint Platform For collaboration Pliable Friendly 2014 MPELLC Page 3 BusinessManagementDaily.com
4 A site is a collection of objects and content A subsite is a collection of objects and content with a child relationship to a parent site Lists & libraries are the repositories for content Content can be files (documents), design elements or data Architecture Site Lists & Libraries Content We access content through pages Site Pic List Link Page Subsites Subsites Lists & Libraries Library Content 2014 MPELLC Page 4 BusinessManagementDaily.com
5 Planning What business processes are we supporting in SharePoint? What content is involved? Who uses that content and how do they use it? Where will they look for it? 2014 MPELLC Page 5 BusinessManagementDaily.com
6 Creating a Subsite Site Contents Subsite New Subsite Choose a Template 2014 MPELLC Page 6 BusinessManagementDaily.com
7 What does a template include? Objects Pages Design elements Content Functionality Permissions Inherited by default Can be unique PLAN AHEAD! 2014 MPELLC Page 7 BusinessManagementDaily.com
8 When you first create a Team site Sites Web Parts Ribbon Quick Launch Menu 2014 MPELLC Page 8 BusinessManagementDaily.com
9 What is a List? Think: Database Calendars Tasks Discussions Introducing SharePoint 2013 Inventory Contacts Working with Lists Adding Entries Editing Entries Quick Edit (datasheet view) 2014 MPELLC Page 9 BusinessManagementDaily.com
10 Connect Tasks & Calendars to Outlook & Project Introducing SharePoint MPELLC Page 10 BusinessManagementDaily.com
11 Libraries Contain Documents Upload one or more documents You can have folders (don t go nuts!) Introducing SharePoint 2013 Access control at the library, folder or document level (see above reference to going nuts) You can save versions Drag and Drop 2014 MPELLC Page 11 BusinessManagementDaily.com
12 Things to Consider Check In/Check Out or co-authorship? Who can see drafts? To sync or not to sync? Metadata Single document sharing? HA aspx#_Toc MPELLC Page 12 BusinessManagementDaily.com
13 Creating a Library Add an App Introducing SharePoint MPELLC Page 13 BusinessManagementDaily.com
14 Co-authorship Word 2010, 2013 or 2013 Web App Contact other collaborators with Lync Using the navigation pane Safeguards Track changes is a good idea! Team Collaboration Discussion Boards Newsfeeds Yammer Surveys Team Mailbox 2014 MPELLC Page 14 BusinessManagementDaily.com
15 SharePoint & Office 2014 MPELLC Page 15 BusinessManagementDaily.com
16 Creating Templates Site Templates (Site Settings) List & Library Templates (Library/List Settings) 2014 MPELLC Page 16 BusinessManagementDaily.com
17 Have a question for the speaker? Press star and then 1 on your phone to enter the queue. If, during the Q&A, your question has been answered, or you wish to remove yourself from the queue, press star and then 1. The moderator will open your line when it is your turn to speak. Question & Answer Session For more information regarding Business Management Daily s newsletters, forums, webinars and special reports, visit: We d love your feedback regarding the conference and other topics you d like to hear about! Contact Josh Strohecker at: jstrohecker@businessmanagementdaily.com Thank you for Participating! THANK YOU! Melissa P Esquibel, President, MPELLC MelissaEMCT.com/contact 2014 MPELLC Page 17 BusinessManagementDaily.com
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