SharePoint 2007:

Discover, Learn, Apply

Using the Chat Box

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Links Box

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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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