Teaching End User SharePoint Robert Bogue [email protected].

Teaching End User SharePoint

Robert [email protected]

Who am I?• 9 Time Microsoft MVP• Author of 22 books• Editor of over 100 more

books• Architect

– Developer– IT Professional– End User Advocate– Project Manager

• Internationally Renowned Speaker

The SharePoint Shepherd’s Guide for End Users: 2010

• Content– Background Information– Decision Trees– 181 Tasks

• Available Forms– Book (available where

books are sold)– Corporate Licenses (as

SharePoint Tutor) available for deployment to your customer’s intranet.

The Psychology of Adoption and Engagement

• DVD format• 2 hours and 21 minutes

of content• It’s the “thinking” about

adoption (and engagement)

• Cost $299.99 from http://www.SharePoint Shepherd.com

Four Levels• What is SharePoint and

why do I care?• Working with

SharePoint• Creating with

SharePoint• Administering

SharePoint

What is SharePoint?• Dessert Topping and

Floor Wax• Collaboration Tool• Document

Management Tool• Data Management Tool• Communications Tool• Web Management Tool• Search Tool

Dessert Topping and Floor Wax

Collaboration Tool• We don’t mean “To

conspire with the enemy”

• SharePoint makes it easy to– Share documents– Create tasks– Communicate– Find information

Document Management Tool• Version Control– Major / Minor Versions– Check in / Check out

• Synchronization and Offline Support

• Metadata management

Data Management Tool• Everything is a list– Tasks– Issues– Appointments– Contacts

• Items (in a list) can have attachments

Communications Tool• Types of information– Announcements– News Stories

• Automatic Notification via– Email (Alert)– RSS Feed

Web Management Tool• Wiki functionality for

quick, collaborative web content

• Structured web content management for consistency

• Lists and libraries for data

Search Tool• Full-Text• Extensible• Relevant– Tunable

• Multiple search interfaces

Working with SharePoint• Lists• Libraries• Workflows• Pages• Working in Office /

Outlook

Lots of Lists• Announcements• Appointments

(Calendar)• Contacts• Custom• Excel• Issues• Tasks

Differences between Excel and SharePoint

Excel• One editor per file*• One sheet/table of data• No attachments• No structure• Complex formulas• No per-row version• No required fields

SharePoint• One editor per item (row)• Relationships between lists• Items can have attachments• Structured columns• Simple formulas• Per row versions• Required fields

Excel Services

List or Library?• List when multiple

attachments are involved

• Library for non-structured content + metadata

Folder or Metadata?• No right answer!• Folders to limit unique

permissions• Metadata for deep

hierarchies• Consider how users find

the information

Workflow Progression

Out of the Box• Web User Interface• Configuration• Minimal Changes

Declarative workflows• SharePoint Designer• Customize• Extensive Changes / New

Configurations

Coded workflows• Visual Studio 2010• Create• Unlimited Changes• Create Activities /

Actions for use in other workflows

Increasing Effort, Flexibility, and D

ifficulty

Use the least expensive option possible

Pondering Pages• Web Part Pages– Standard Formatting

• Publishing Pages– Defined Layouts– Metadata fields

• Wiki Pages– Unstructured content

Making the Page Decision

Integrating to Office• Connect to Office• Connect to Outlook• Export to Excel• Open with Access• Working with

SharePoint Workspace

Creating with SharePoint• Views• Versions• Columns• Content Types• Web Parts• Sites

Administering SharePoint• Permissions• Groups• Themes• Creating Templates• Managing the Recycle

Bin• Sandbox Solutions

Next Steps• Get a trial version of 50562A• Look at SharePoint Tutor at

http://www.SharePointShepherd.com

• Contact us at [email protected] to get our help!