Getting the most from SharePoint - mono · from SharePoint! (C) 2013 RM Education! 9! Home screen...

RM Seminars spring 2013 - Getting the most from SharePoint!

(C) 2013 RM Education! 1!

Andy McKay [email protected]

Getting the most from SharePoint

SharePoint Online

Site Collections

Audiences

SharePoint Designer

Permissions

Agenda

Workflows

Search

Pillars of SharePoint



Initial setup

Initial setup



Site collections

Site collections

Web$Applica+on$h/p://intranet.school.sch.uk$

Site$Root$/$

My$Sites$/my$

Departments$/sites/departments$

English$ Maths$

KS3$ GCSE$

Clubs$/sites/clubs$

Staff$

Site structure Root (/)

Departments (/sites/departments)

Sta! (/sta!)

Governors (/governors)

Clubs (/sites/clubs)

Chess (/sites/clubs/

chess

Maths (/sites/

departments/maths)

Band (/sites/clubs/

band)

GCSE (/sites/departments/

english/GCSE)

Science (/sites/

departments/science)

English (/sites/

departments/english)

A Level (/sites/departments/

english/alevel)



Creating site collections

Creating sub sites

Audiences



Creating audiences

Targeting content

Enable publishing features Add CQWP to a page Configure CQWP

Content Query Web Part



Security

Permissions

Inheritance

Top level site

Sub site 1 Inherited permissions

Sub site 3 Unique permissions





Setting permissions

Breaking inheritance

Breaking inheritance



SharePoint Designer

Site Actions -> Edit in SharePoint Designer

Opens automatically if SharePoint Designer is installed

Opening a site

Installing SharePoint Designer



Home screen

Customising SharePoint

Master Pages Name & default file name Description Uses on a SharePoint site

Primary master page

v4.master Used for content and administration pages. Provides the interface and layout for SharePoint 2010.

Team Site home page, list and library pages, and settings page.

Minimal master page

minimal.master Contains minimal SharePoint content, used for full screen functionality or embedded applications.

The home and search results pages on a Search Centre, pages which host Word® or Excel® web applications

Publishing master page

nightandday.master Used for pages on a SharePoint Server publishing enabled site

The home page, about us or press release page on a publishing intranet, extranet or Internet facing site.

2007 default master page

default.master Used to support legacy SharePoint sites, which haven’t been visually upgraded to SharePoint 2010.

Home page, site pages, and list pages on a SharePoint 2007 site before visual upgrade.



Content placeholders

Appear as ContentPlaceHolder in the page

PlaceHolderMain is the most important

Empty placeholders are removed

CSS

Controls the ‘skin’ on the site

Can be edited directly in the master page

Custom CSS files can be attached

Templates



Workflows

Example process

Draft policy created

Draft uploaded to SLT area SLT approve draft

Draft uploaded to sta! area

Sta! comment on document

SLT review sta! comments

Draft uploaded to governors area

Document is approved

Document uploaded to policy area

SharePoint workflow



Creating workflows

Search

Search center



Keywords, synonyms & best bets

Searching other locations

Tagging



Notes

Use site collections to manage administrators and quotas

Define audiences to target content

Use SharePoint Designer to customise the look and feel

Map school processes to workflows

Summary

Configure powerful search features

Andy McKay [email protected]

Getting the most from SharePoint

Getting the most from SharePoint - mono · from SharePoint! (C) 2013 RM Education! 9! Home screen...

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