Collaborating with SharePoint @ UVM: The Obligatory PowerPoint Slide Stack J. Greg Mackinnon - “Microsoft Guy,” SharePoint Wrangler.

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Transcript Collaborating with SharePoint @ UVM: The Obligatory PowerPoint Slide Stack J. Greg Mackinnon - “Microsoft Guy,” SharePoint Wrangler.

Collaborating with
SharePoint @ UVM:
The Obligatory PowerPoint Slide Stack
J. Greg Mackinnon - “Microsoft Guy,” SharePoint Wrangler
What is SharePoint?
https://sharepoint.uvm.edu:
Windows SharePoint Services v3.0
 Web-based collaboration toolkit
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◦ Document Libraries (Office Docs, Pictures,
“Wiki”)
◦ Lists (tasks, links, calendars, announcements,
contacts, discussions, “spreadsheets”)
◦ Surveys
◦ “Web 2.0 Stuff” (Blogs and Wikis)
◦ Most anything else you make it
Why Use SharePoint?
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“Only a Browser is Required” tool (cross-platform, too!)
Access your content from anywhere
Secure – NetID authentication, granular access controls
Powerful indexing/search features
Email integration – email-enabled lists/libraries and alerts
Integration with MS Office Suite
Tools arsenal:
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SharePoint Designer (Formerly FrontPage)
Windows Live Writer
MS Outlook 2007
MS InfoPath
MS Groove
History of SharePoint @ UVM
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Summer 2004 –
SharePoint Services v2 setup as a “demo”
Spring 2005 –
CTL staff assist faculty in setting up project sites, thus making
SharePoint “production”.
2005-2006 –
Service usage increases slowly, with about 50 sites in active
use.
Jan 1, 2007 –
sharepoint.uvm.edu upgraded to v3, usage triples in one year.
Summer 2007 –
RADEditor from telerik.com added to improve support for
Firefox and Safari browsers
Today –
Over 200 sites created
Cast of Characters
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The Helpline:
http://www.uvm.edu/ets/help/
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Steve Cavrak and the CTL:
http://www.uvm.edu/ctl/?Page=dr/index.php
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Roger Bombardier and Client Services:
http://www.uvm.edu/~rbombard/
http://www.uvm.edu/ets
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Greg Mackinnon and SAA
Demo:
Creating a Site
 Understand “site administrator” rights
and responsibilities
 Define URLs
 Understand site templates
Demo:
Managing access rights to your site
Understand site permissions
 Enable anonymous access
 Add and remove users/groups from your
site
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Demo:
Working with Document Libraries
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Enabling and configure Document
Versioning:
◦ Configure retention settings
Look at check-in/check-out settings
 Touch on Content Approval
 Upload/Download
 Explorer view (drag/drop)
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Demo:
Managing Web Part Pages
Add and remove Web Parts from the
default page of a Team site
 Modify Web Part settings – frames, list
views
 Modify the Quick Launch bar
 Create additional Web Parts pages
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Demo:
Creating and Customizing Lists
 Create a list
 Define Columns
 Create Views
 Edit in “Datasheet View” (Excel Required)
 Export to Excel
Demo:
Working with the Editor
Get Help!
 Cut and Paste
 Manage Images
 Edit Raw HTML
 Go Full Screen (F11 Key)
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Demo:
Working with Wikis and Blogs
Demonstrate Wiki libraries vs. Wiki sites
 Create a Wiki Library
 Manage wiki documents
 Post to a Blog
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Demo:
Edit SharePoint content with external tools
 Connect to a site collection using
SharePoint designer
 Edit Web Parts and Content pages with
SharePoint Designer
 Post to a Blog using
Windows Live Writer:
http://windowslivewriter.spaces.live.com/
Demo:
Publishing your content
RSS/ATOM feeds
 Mobile access
 Americans with Disabilities Act
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Red Light
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Tweak your site “to
within an inch of its life”.
Install web parts and site
templates from untrusted sources.
Create “tons” of subsites under your toplevel site collection (limit
to five or six).
Suffer in silence
Yellow Light:
Use SharePoint
Designer to create
workflows for your
documents.
 Experiment with
Groove and Outlook
as SharePoint clients.
 Integrate content from
external sources (http,
xml, databases)
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Green Light:
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Experiment with site creation
and customization using “out
of box” templates.
Use “Document Versioning”
(not the default).
Use Excel and Access to
connect to SharePoint.
Complain to management.
Ask questions on:
[email protected]
Ask your IT support staff to
join the CAMPUS domain.
Side Note:
CAMPUS Active Directory Services
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Free personal and shared storage with
“Offline Files” access.
Network printer management/driver
distribution
NetID-based workstation login
Pass-through authentication for SharePoint
Seamless integration between SharePoint
and Office 2003/2007
See: https://sharepoint.uvm.edu/sites/ad
Common Problems
(…and solutions)
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Invalid Username or Password:
◦ Reset your UVM NetID password
◦ Prefix your login ID with “CAMPUS\”
◦ -or- Join your computer to the “CAMPUS”
domain!
On the Horizon
Improvements in Backup and Restore
capability.
 “Rad” Editor upgrade
 Enhanced Blog/Wiki Edition:
http://www.codeplex.com/CKS
 External authentication options?
(Windows Live ID, Shibboleth?)
 Microsoft Office SharePoint Server????
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Additional Resources
The “?” Button
 Google
 Amazon.com – tons of books
on SharePoint are available
 https://sharepoint.uvm.edu,
see the “Links Library”
 UVM Mailing List:
[email protected]
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Get these wonderful slides…
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See the “Presentations” link at:
http://www.uvm.edu/~jgm/