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Getting Acquainted with SharePoint at Computershare in Shelton

Carey Bates and Joan Thomas

InfoDev, Shelton

December 2005

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Agenda

• What is SharePoint?

• What is the Transcentive Information Portal?

• How about a Guided Tour?

• How do I Find…?

• What else can I do…Subscribe?

• How do I get Help?

• How can I Learn More?

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What is SharePoint?

It’s much more than just a customizable collaboration tool…

it’s a portal! You can…

– Share information

– Create discussion boards

– Post announcements

– Store documents

– List contacts

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What is the Transcentive Information Portal?

It’s much more than just an Intranet site…

It’s a global information site for all of our groups:

• Development

• Front Desk

• HR

• Infodev

• IT

• NACT Dev

• Sales

• Production

• Project Management

• Quality Assurance

• Training

• World Records

• BTA

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A Place to Call Home

A guided tour of the Transcentive Information main portal page:http://nact.americas.cshare.net/Dev/Information%20Development%20-%20Transcentive/

• Navigation links

• Help

• Departmental pages

• Global sites

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Basics for Browsers

A guided tour of the InfoDev subweb page:

– Navigate the portal page and subweb pages

– Determine your user role (security level)

– Subscribe to a Document Library folder for updates

– Get access to more features

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Guided Tour of Customized SharePoint Sites

• Development

• Project Management

• Information Development (InfoDev)

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Guided Tour of Custom “Front End” Pages

• HR

• BTA

• Front Desk

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How Do I Find…

Let’s see how we can really use the portal to find:

• Release Notes for TWP 3.67

• Time zone table for Australia

• Solutions Central

• Training materials for TWP on handling taxes

• Reserve the 5th floor Training room

• BTA’s next birthday celebration

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User Roles and Rights for SharePoint

Roles:

– Administrator

– Advanced Author

– Author

– Contributor

– Browser

All AMERICAS\Domain users are set to Browser by default.

TIP: To change your role, contact the person whose name (email link) appears on the page you want to modify.

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Browsers & Contributors Can…

• View announcements, events, documents, etc.

• View Contact information (usually appears in Quick Launch)

• Contributors can also see and participate in

Discussion Boards

• Subscribe to a document library for automatic updates

via email

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Subscribing to a Document Library

• Anyone can subscribe to a document library.

• The system will automatically send you an email when a

new document is added or modified.

• To unsubscribe, click the link in the email that you receive.

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When you log on, access different pages or attempt to post

information, you may be required to authenticate yourself.

TIP: If you see this authentication box and can’t log in,

then you may not have the right to edit or view the

page.

SharePoint Security―All Users

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You Can Get More Out of SharePoint

Have a Site Administrator make these changes for you:

• Create an Announcement, Event Notice, etc.

• Upload, update, and delete files from a Document library.

• Customize a view (change how the page looks, add links,

descriptive columns, lists, etc.).

• Create a discussion board for any topic.

Or, upgrade your security status (temporarily or permanently)

so that you can perform the changes yourself!

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How Do I Get Help?

For one-on-one help with SharePoint issues, contact your

department site administrator, for example:

– Development: cynthia.gaffney@computershare.com

– IT: adam.rybczyk@computershare.com

– Infodev: carey.bates@computershare.com

– List of ALL current Computershare SharePoint

Administrators (July 2005*):

http://allct.oceania.cshare.net/SharePoint/Introduction/Forms/Administrators.htm

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How Can I Learn More?

• Find links to SharePoint resources and a SharePoint

library on InfoDev’s site:http://nact.americas.cshare.net/Dev/Information%20Development%20-

%20Transcentive/InfoDev/

• Review these Microsoft tutorials online:

• Intro to SharePoint Features:http://office.microsoft.com/en-ca/assistance/HA011425981033.aspx

• Taking a tour of a SharePoint site:http://office.microsoft.com/en-ca/assistance/HA011404991033.aspx

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Questions?

How many people are going to create an IE Favorite for

the Transcentive Portal page?

Who can show me how?

What new SharePoint tips have you learned today?

– Subscribing to a Document Library

– Finding a Time Zone table

If you get “lost” navigating in SharePoint, can you find

your way back using Home or the URL?