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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: [email protected]
– IT: [email protected]
– Infodev: [email protected]
– 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?