SharePoint 2013 Back To Basics
Lou Farho, Design ArchitectAlexander Open Systems
Thank you SPSKC15 sponsors!
About Me
Lou Farho [email protected] SharePoint Design Architect
▪ 20+ years in IT
▪ 10+ years working with Portals
▪ 7+ years working with SharePoint
▪ http://www.linkedin.com/in/loufarho/
▪ Wrote my first program in FORTRAN using a card punch machine
▪ Bachelors in Physics (University of Nebraska-Lincoln)
▪ Master in “Computer Science” (University of Nebraska-Omaha)
AOS SharePoint Portal Practice
Microsoft Gold Partner
▪ Portals and Collaboration
▪ Communications
▪ Messaging
▪ Server Platform
Top Talent
▪ 4 Microsoft SharePoint vTSPs
▪ 16 Architects and Developers
▪ Average of 7 years of SharePoint Experience
▪ Over 50 migrations from SharePoint 2007/2010 to 2013
Customers Win • 99.68% of customer respondents would refer AOS to
their peers!
Agenda
▪ What is SharePoint? Quick overview
▪ Document Libraries– Check-in/Check-out– Versioning– Views– Alert Me
▪ Lists – Overview/different options/how-to
▪ Links List
▪ Tasks List
▪ Calendar– Outlook sync– Calendar overlays
▪ Take Q&A
SharePoint is a Platform!
Provides:
Document Management (ECM)
Web Content Management (WCM)
Search
Workflow
Social
Business Intelligence
Technology
ASP.NET 4.0 & 4.5, WF 4.0, WCF 5.0, SQL Server
What is SharePoint? Quick overview
Shredded StorageImproves file storage and I/O performanceChanges are saved only, Office formats only
SharePoint uses Document Libraries
• Provides abilities to manage document versioning
• Check in and Check out
• Published Versions
• Draft Versions
• Version History• View older version of document
• Allows us to restore an older version
• Automatic timestamps
• Created, Created By
• Modified, Modified By
Document Management
• Library Views• Public vs Private
• Define the information to be display
• Alert me• Can be set at the library level
• Individual document level
Document Management
SharePoint Lists
SharePoint Lists are a collection of data. This allows a Power User to create a
list and specify the type of data like columns in a Database Table without the
bureaucracy of involving IT and SQL DBAs. SharePoint automatically provides
forms for data entry!
• Identify the type of data to be collected
• Specify the order of the fields
• Create List Views
• Select the fields to be displayed
• Define the order of the data to be displayed
SharePoint List Field Types
Create the names of the fields initially without spaces then go back and add the space.
CertificationCategory
Certification Category
SharePoint Field Options
Example for Text Field
Link List
A Link list is a predefined SharePoint ListThis is for managing links to resources inside or outside of SharePoint. By adding columns to the list, we can control the filter of the types of link to be displayed. We can also control the sort order of the links.
A task list is just a predefined SharePoint List
Depending on your objectives, you may want to start with a site called Project Site. The project site is driven by tasks therefore it display a project timeline on the home page and on the Tasks home page.
SharePoint Tasks
SharePoint Tasks
SharePoint Tasks Fields
The calendar is available to keep track of events . This can used in the
main home page site of the portal or within department or project sites.
• Sync with Outlook
• Update SharePoint Calendar from Outlook
• Calendar overlays
• Use other SharePoint Calendars
• Overlay with itself
SharePoint Calendar
Resources
18
▪ http://en.share-gate.com/blog/start-to-learn-sharepoint-some-basics– First in a series of articles
▪ http://www.learningsharepoint.com/tutorials/
▪ http://www.learningsharepoint.com/wp-content/uploads/downloads/2013/11/SharePoint-2013-Site-Administration-Guide.pdf (4MB)
▪ http://www.lynda.com/Office-tutorials/SharePoint-Server-2013-Essential-Training/121679-2.html Subscription based
Thank you SPSKC15 sponsors!
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