SharePoint 2013 Back To Basics

Lou Farho, Design ArchitectAlexander Open Systems

Thank you SPSKC15 sponsors!

About Me

Lou Farho LouFarho@aos5.com SharePoint Design Architect

▪ 20+ years in IT

▪ 10+ years working with Portals

▪ 7+ years working with SharePoint

▪ http://www.linkedin.com/in/loufarho/

▪ Wrote my first program in FORTRAN using a card punch machine

▪ Bachelors in Physics (University of Nebraska-Lincoln)

▪ Master in “Computer Science” (University of Nebraska-Omaha)

AOS SharePoint Portal Practice

Microsoft Gold Partner

▪ Portals and Collaboration

▪ Communications

▪ Messaging

▪ Server Platform

Top Talent

▪ 4 Microsoft SharePoint vTSPs

▪ 16 Architects and Developers

▪ Average of 7 years of SharePoint Experience

▪ Over 50 migrations from SharePoint 2007/2010 to 2013

Customers Win • 99.68% of customer respondents would refer AOS to

their peers!

Agenda

▪ What is SharePoint? Quick overview

▪ Document Libraries– Check-in/Check-out– Versioning– Views– Alert Me

▪ Lists – Overview/different options/how-to

▪ Links List

▪ Tasks List

▪ Calendar– Outlook sync– Calendar overlays

▪ Take Q&A

SharePoint is a Platform!

Provides:

Document Management (ECM)

Web Content Management (WCM)

Search

Workflow

Social

Business Intelligence

Technology

ASP.NET 4.0 & 4.5, WF 4.0, WCF 5.0, SQL Server

What is SharePoint? Quick overview

Shredded StorageImproves file storage and I/O performanceChanges are saved only, Office formats only

SharePoint uses Document Libraries

• Provides abilities to manage document versioning

• Check in and Check out

• Published Versions

• Draft Versions

• Version History• View older version of document

• Allows us to restore an older version

• Automatic timestamps

• Created, Created By

• Modified, Modified By

Document Management

• Library Views• Public vs Private

• Define the information to be display

• Alert me• Can be set at the library level

• Individual document level

Document Management

SharePoint Lists

SharePoint Lists are a collection of data. This allows a Power User to create a

list and specify the type of data like columns in a Database Table without the

bureaucracy of involving IT and SQL DBAs. SharePoint automatically provides

forms for data entry!

• Identify the type of data to be collected

• Specify the order of the fields

• Create List Views

• Select the fields to be displayed

• Define the order of the data to be displayed

SharePoint List Field Types

Create the names of the fields initially without spaces then go back and add the space.

CertificationCategory

Certification Category

SharePoint Field Options

Example for Text Field

Link List

A Link list is a predefined SharePoint ListThis is for managing links to resources inside or outside of SharePoint. By adding columns to the list, we can control the filter of the types of link to be displayed. We can also control the sort order of the links.

A task list is just a predefined SharePoint List

Depending on your objectives, you may want to start with a site called Project Site. The project site is driven by tasks therefore it display a project timeline on the home page and on the Tasks home page.

SharePoint Tasks

SharePoint Tasks

SharePoint Tasks Fields

The calendar is available to keep track of events . This can used in the

main home page site of the portal or within department or project sites.

• Sync with Outlook

• Update SharePoint Calendar from Outlook

• Calendar overlays

• Use other SharePoint Calendars

• Overlay with itself

SharePoint Calendar

Resources

18

▪ http://en.share-gate.com/blog/start-to-learn-sharepoint-some-basics– First in a series of articles

▪ http://www.learningsharepoint.com/tutorials/

▪ http://www.learningsharepoint.com/wp-content/uploads/downloads/2013/11/SharePoint-2013-Site-Administration-Guide.pdf (4MB)

▪ http://www.lynda.com/Office-tutorials/SharePoint-Server-2013-Essential-Training/121679-2.html Subscription based

Thank you SPSKC15 sponsors!