SPS Twin Cities Quick Wins To Jump Start Your SharePoint Implementation

Quick Wins to Jump Start Your SharePoint Implementation

Stacy L. Deere-Strole

[email protected]

http://spmindmelt.focalpointsolutions.co

http://www.focalpointsolutions.co

What is a Quick Win?

Agenda• Promoted Links• Corporate Directory• Global Navigation• Document Sets• Dashboards• Search

What is a Promoted Link?• Tile List Web Part• Out of the Box• User Adoption Builder• Navigation

Creating Promoted Link List

Select & Create App

New Promoted Link List

Upload Images

Simple Drag & Drop

Open Promoted Links

Create Link

• Title: Enter Title• Background Image: Paste Image from

Site Assets• Background Image Description: Optional• Description: Enter Description• Link Location: Enter Location Link is

going too.• Link Description: Optional• Launch Behavior: Choose Option• Order: Enter Order of your link in the list.

Add Image

Add Link Location

Choose Launch Behavior & Order

Launch Behavior Options

1. In Page Navigation2. Dialog3. New Tab

Saved Link

Add Web Part

Select Web Part

Select your area, Choose Insert Tab, select web part, add and Save.

Finished Product

Promoted Links SlideShare

http://www.slideshare.net/stacydeere/sp-fest-chicago-promoted-links-you-get-this-one-for-free-56029296

It has free code to make them look pretty sweet!!!

Corporate Directory

Want to add more viewable

fields?

Sort

Out of the Box Corporate Directory

By Default

Full Name Title Department

Slightly CustomCorporate Directory!

Template Includes:• Extension• Mobile Phone• Position• Location• Email Address

My Thank You

Building a Corporate Directory in Under 10 Minutes

http://spmindmelt.focalpointsolutions.co/sharepoint-corporate-directory-in-under-10-minutes-woot/

Item_Person_Updated2.html Item_Person_Updated.html

Totally CustomCorporate Directory

Want this too?

• HTML & CSS File• Insert the .html file in

– /catalogs/masterpage/Display Templates/Search

• On People Search Page, Edit the Core Results Web Part

• Change Default Template to People Item (Custom)

• Upload .css file to the Style Library (Must have publishing enabled).

• Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded.

CorpDirectory_Updated.zipCorpDirectory_Updated.zip

CorpDirectory_Updated.zip

http://en.share-gate.com/blog/corporate-directory-sharepoint-search

User Profile Slide Share• http://www.slideshare.net/stacydeere/

sp-fest-denver-taking-user-profiles-to-new-heights

All the goodies you could ever want for your corporate directory and more!

Global Navigation

Where am I & How Did I Get Here

• Where are the bread crumbs?• Navigation changing from site to site?• Wording inconsistent from site to site?

NEED A CHANGE??

Managed Metadata to the Rescue…

Create the following:• Group called Global Navigation• Term Set called Global Navigation

Right-Click the Global Navigation term set and create your Terms.

These are will be the Global Navigation headings. (See example on the right)

Right click a term such as “Departments” and enter in your departments. (See example below)

Global Navigation• Blog with controller will be out this

coming week.– Check Twitter– Check Your Email– Check Stacy’s Blog

Document Sets

Past Present

Document Sets Rock!• Create new multi-document work

products quickly and easily by using the New Document command in a document library.

• Capture a version history snapshot of the current properties and documents within the Document Set.

• Start workflows on the entire document set or individual items within the Document Set to manage common tasks such as review and approval.

• E-mail a link to the Document Set.• Use the Send To command to move or

copy the Document Set to another location (the destination must be configured within Central Administration).

• Manage permissions for the Document Set.

• Specify the content types that are allowable within the document set (for example, document files, images, audio, or video).

• You can map the default documents to the allowed content types.

• Specify any shared metadata that you want synchronized to all documents in a set.

• Customize a Welcome Page for a Document Set that displays in each instance of a work product created from a Document Set content type. This Welcome Page is a Web Part Page that can be set up to display project information or resources to help team members who are working on a Document Set (e.g., project timeline, links to resources, etc.).

• Configure the workflows that you want to make available for the Document Set. You can use the standard Review or Approval workflows with Document Sets.

New Document SetBy Default: only 3 properties will display but you do have options!

Bang for the Buck!From the Document Library1. Library Settings

Go to Advanced Settings and ensure “manage content types” is enabled.

2. Select your content type3. Select Document Set settings4. Find the Welcome Page section

Add and Remove the fields that need to display

Document Set Presentation Liz Sundet

Much To Do About Documents

https://onedrive.live.com/redir?resid=EAA8187B739F5CC!195&authkey=!ALSDvd1CGyXltvw&ithint=folder%2c

Search Web Parts

Site Directory

Add Search Results Web Part

Query for easy copy\paste: (contentclass:STS_Web OR contentclass:STS_Site) Path:{SiteCollection.URL}

Select “OK” to save the query. You will be returned to the web part settings, expand “Settings” and enter in the “number of results per page” and select\deselect options that displayed in the web part.

@sldeere

www.linkedin.com/in/stacydeere

https://www.facebook.com/focalpointsolutions.co

[email protected]

BLOG: http://spmindmelt.focalpointsolutions.coCOMPANY: http://focalpointsolutions.co