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SharePoint 2007:
Discover, Learn, Apply
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Slides
Moderator
Kim Kostenko
Presenters
Lisa Hanson
Polling Slide
� Please rate your experience using SharePoint technologies:– It’s all new to me.– I have seen it.– I am a user, I have uploaded files or entered items in lists.– I am a power user, I create libraries and lists.– I am an administrator, I create sites.
What is SharePoint?
SharePoint is a Web-based program that acts as a central hub for sharing and storing information within an organization.
This centralized platform gives everyone access to the same information, collaborative tasks are made easier, and deadlines and projects can be easier to manage.
SharePoint integrates with Microsoft Office 2007 applications.
When used at its potential, SharePoint makes it easier to collaborate and communicate with others.
SharePoint for Collaboration & Communication
Why SharePoint?
� Centrally store files, slides and graphics (Board Books/Packets, Meeting Minutes, Agendas)
� Document management tools, including version history (Policy & Procedure Manuals)
� Collaborate on file content with others (Proposals, RFP, PowerPoint Presentations)
� Share information with others without duplication (Calendar Events, Issues/Action Items from Meetings)
� Publishing and Communications (Intranets)� Real-time status updates (Task and Project Management)� Immediate Alerts (E-mail messages)� Seamless connection with Microsoft Office 2007
How is Data Organized in SharePoint?
� Lists� Libraries� Discussion Boards (also a List)� Sub-sites and Workspaces� Wiki (also a Library)� Recycle Bin� Home Page & Web Parts� Alerts (E-mail)
Polling Question 2
� Based on what has been presented so far, how could you use SharePoint at your co-op?– Central location for Board Books– Collaborate and publish Policy Manuals– Share calendar events across departments– Manage projects, tasks and issues– All of the above!
How is Data Protected/Secured in SharePoint?
� Site administrators can set many different site access levels/permissions.
� Site users are granted access to the site by the administrator. � SharePoint sends e-mail notifications to site users. E-mails
contain links to the site and access level/permission.� Site access typically requires a user ID and password.
Network logon credentials can be passed to the SharePoint site (single sign on).
Accessing SharePoint
Site Access/Permission Levels
� Full Control– Users with this permission level have complete control over
everything in the site. � Design
– Create many things, including lists and libraries. Also change the appearance of the site by applying themes.
� Contribute– Add, edit, and delete items in existing lists and document
libraries.� Read
– Read-only access to the Web site. View items and pages, open items and documents.
� Limited Access– This is a special permission level that gives access to a specific
list, item, or document, without giving users access to the entire site.
DEMO:
Assign User Access/Permission
Assign User Access
Step By Step
� Assign Permission– Click People and Groups– Select a Permission Group– Click the New button– Enter new user’s email address– Click OK
Note: work with Site Administrator or IT to create permission/security groups
DEMO:.
Create Lists and Libraries
Create Lists and Libraries
Step By Step
� Create a List or Library– Click Site Actions button– Click Create– Select the List or Library template– Enter a name for the List or Library– Click Create
DEMO:
Add Items to Lists and Files to Libraries
Populate Lists and Libraries
Step By Step
� Add an item to a List– Go to the List– Click the New button– Complete the form and click OK
� Upload a file to a library– Go to the Library– Click the Upload button and then select Upload Document– Click Browse and find the file– Click OK
DEMO:
Customize How You View Data
Create Custom Views
Step By Step
� Create a View for a List or Library– Go to the List or Library– Click Settings button– Click Create View– Select a template for the new view– Enter a name for the new view– Check to display columns in the view– Set sort, filter and group options for the view– Click OK button
DEMO:
Customize Navigation
Customize Navigation
Step By Step
� Modify Quick Launch Navigation– Click Site Actions, Site Settings– Click Quick Launch Navigation– Click New Link, New Heading or Change Order buttons
� To “redirect” the link: Click the ICON next to the item to change the link URL
� Modify Top Link Navigation– Click Site Actions, Site Settings– Click Top Link Bar– Click New Link button– Enter URL to site, list, library or even VIEW– Click OK
Step By Step
� Modify the Home Page– Click Site Actions, Edit Page– Click Add a Web Part– Check to select a list or library – Click Add– Content from that list or library will now display on the
Home Page
BONUS:
Quick tour of SharePoint and Office 2007 integration
Quick Review
� SharePoint is a Web-based program that acts as a central hub for sharing and storing information within an organization.
� Users access a site after permission is granted.� Information is stored in lists, libraries and sub-sites.� Custom views can be created for lists and libraries.� Home Page, Quick Launch and Top Link navigation can be
customized.� SharePoint and Office 2007 work well together.� When it is used at its potential, SharePoint makes it easier to
collaborate and communicate with others.
Polling Question 3
� Now that you know more about SharePoint, how could you use SharePoint at your co-op?– Document Management and Collaboration– Shared Calendars within or across departments– Up-to-date task management and collaboration– Share lists of important information with many– All of the above!
Resources
Resources
� Books– A Shepherd’s Guide to SharePoint 2007– SharePoint 2007 User’s Guide: Learning Microsoft’s
Collaboration and Productivity Platform� Online Communities
– Microsoft Online for SharePoint– End User SharePoint
� Templates– Microsoft Office SharePoint Server Templates
� Tutorials– http://www.sharepoint-videos.com/all-free-videos/– http://office.microsoft.com/en-
us/sharepointserver/HA102486841033.aspx� QRC
– CustomGuide
Q & A
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