sharepoint myths busted

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SharePoint Myths Thomas Duff SharePoint Support Team June 13 th , 2014

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Presented to our internal SharePoint User Group on June 13th, 2014. Sometimes we run into common questions or misconceptions about SharePoint. This is a tongue-in-cheek way to address these issues and let people know how things actually work.

TRANSCRIPT

Page 1: SharePoint Myths Busted

SharePoint Myths

Thomas DuffSharePoint Support TeamJune 13th, 2014

Page 2: SharePoint Myths Busted

What SharePoint Myths?

Sometimes we run into common questions or misconceptions about SharePoint

This is a tongue-in-cheek way to address these issues and let people know how things actually work.

Page 3: SharePoint Myths Busted

Limited Access Permissions

“My permission list says that Bob has limited access to my site. He shouldn’t be able to

read anything. Can you fix his permissions?”

Page 4: SharePoint Myths Busted

Limited Access Permissions

Limited Access only appears if you have/had unique permissions on a site, and it doesn’t mean you have reader access to this page.

It’s used by SharePoint to allow you to “pass through” this page/site level to get to the areas inside the site that has unique permissions…

Page 5: SharePoint Myths Busted

Limited Access Permissions

To Remember: Limited Access does not mean Reader. It’s controlled by SharePoint. It’s only there if you have unique

permissions on a site. Think of it as a “right of way” to get from

one place to another if you have to pass through restricted territory.

Just ignore it.

Page 6: SharePoint Myths Busted

“I’m trying to use the view columns to filter my list, but SharePoint isn’t showing all the values for that field.”

View Column Filtering

Page 7: SharePoint Myths Busted

View Column Filtering

These are the valid Status options.

But these are the only ones used in the view.

Page 8: SharePoint Myths Busted

View Column Filtering

To Remember: The values in a view column filter are

only the values that actually exist in that view.

Page 9: SharePoint Myths Busted

“I set unique permissions on my site. I updated the groups in that site, and now nobody has access to the main site.

SharePoint is broke.”

Breaking Permission Inheritance

Page 10: SharePoint Myths Busted

Breaking Permission Inheritance

In this site, I use the DuffTeamSite Owners group in the main site. I also have unique permissions in the Site Collection Images site.

Page 11: SharePoint Myths Busted

Breaking Permission Inheritance

In the Site Collections Images site, I also use the DuffTeamSite Owners group.

Page 12: SharePoint Myths Busted

Breaking Permission Inheritance

I’m removing the [DL] RITS Spark Support name from the DuffTeam Site Owners group from within the Site Collections Images site (with unique permissions).

Page 13: SharePoint Myths Busted

Breaking Permission Inheritance

But when I look at that group in the main site, the entry is also deleted from there.

Your unique permissions means that you can add or remove the entire group, but you cannot change the members of the group without affecting any other site where the group is used.

Page 14: SharePoint Myths Busted

Breaking Permission Inheritance

To Remember: Breaking inheritance doesn’t mean the

*contents* of the groups are frozen, just the fact that the group is used in that site.

Changing the group members changes the group wherever it is used in the site.

Page 15: SharePoint Myths Busted

“I have a lot of data in my SharePoint list, but now I need to get it out of SharePoint. I’m going to have to retype all of

it.”

Getting Data Out Of SharePoint

Page 16: SharePoint Myths Busted

Getting Data Out Of SharePoint

Use List Tools > List > Export To Excel from the SharePoint list…

Page 17: SharePoint Myths Busted

Getting Data Out Of SharePoint

For the two prompts you’ll get prior to the exported spreadsheet, click Open and Enable…

Page 18: SharePoint Myths Busted

Getting Data Out Of SharePoint

If you save the spreadsheet in a SharePoint library or a shared drive, you can automatically refresh it with the latest SharePoint information by using Table Tools > Design > Refresh > Refresh All.

Page 19: SharePoint Myths Busted

Getting Data Out Of SharePoint

To Remember: Every SharePoint list has an Export To

Excel function you can use to extract your list data to Excel.

You can even refresh the spreadsheet with the most up-to-date data in SharePoint with a single click of a button in Excel.

Page 20: SharePoint Myths Busted

“I tried to edit a document in my SharePoint library, but it says it’s locked for editing by someone else. No one is in it,

though.”

My Document Is Locked

Sort of…

Page 21: SharePoint Myths Busted

My Document Is Locked

Here’s the locked/checked out message.

The green arrow on the icon is the “checked out” indicator.

To get control, either have them check it in or discard the check out.

Page 22: SharePoint Myths Busted

My Document Is Locked

In this scenario, Excel checks a internal lock in the file to determine if it’s still being edited by someone else. If the file was abnormally closed, you have to wait for the lock to time out.

Page 23: SharePoint Myths Busted

My Document Is Locked

To Remember: Your document may just be checked out. Abnormal Excel close can lock a

document until the timeout happens on its own… there’s little we can do to speed that along.

Page 24: SharePoint Myths Busted

“I have full control access in my site, but I can’t edit my home page. My permissions

must be wrong.”

I Can’t Edit My Site Page

Page 25: SharePoint Myths Busted

I Can’t Edit My Site Page

To see if the page is checked out, make sure you can see the Ribbon Bar on the page.

Page 26: SharePoint Myths Busted

I Can’t Edit My Site Page

Either have the person check it in, or you can override the check out.

Page 27: SharePoint Myths Busted

I Can’t Edit My Site Page

To Remember: You may well have access to edit all the

pages, but someone else might have it checked out.

Display the Ribbon Bar to find out who has it checked out.

Discard/Override their check-out if you need to get control of it.

Page 28: SharePoint Myths Busted

“I have full control access in my site, but I don’t have the ability to view or update the

permission groups. The SharePoint permissions must

be broken.”

I Can’t Fix Permissions On My Site

Page 29: SharePoint Myths Busted

I Can’t Fix Permissions On My Site

Click on the group name.

Click on Settings > Group Settings.

Page 30: SharePoint Myths Busted

I Can’t Fix Permissions On My Site

I suggest you let everyone VIEW the membership of the group, but only allow the Owner to EDIT the group.

Page 31: SharePoint Myths Busted

I Can’t Fix Permissions On My Site

To Remember: Each permission group has an Owner

(and you might not be that person or in that group).

There’s an option to choose who can see the contents (Owner or everyone) and who can update the group (the group Owner or anyone already in the group).

Page 32: SharePoint Myths Busted

Have Questions?

Feel free to ping us: Thomas Duff

([email protected])