SharePoint Online 101SharePoint Online” training to DOA staff. • Other SharePoint training will...

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12/13/2018 1 SharePoint Online 101 Introduction to SharePoint Online Focus Group Training Session 2018 Gayle Myers DOA SharePoint Lead Joey Ennis DOA SharePoint Lead SharePoint Online Training “Roadmap” Beginning January 2019, DIT Solutions will provide monthly training for “Introduction to SharePoint Online” training to DOA staff. Other SharePoint training will be scheduled throughout the year. These will be scheduled after a few “Introduction to SharePoint Online” trainings are completed. There are four levels of training: SharePoint Online 101 – Introduction to SharePoint Online SharePoint Online 102 – Document Management (Prerequisite SharePoint Online 101) SharePoint Online 201 ‐ Site Owner Training (Prerequisites SharePoint Online 101 and 102 and approved SharePoint site request) SharePoint Online 202 – Advanced Site Owner Training (Prerequisites SharePoint Online 101 and 102 and 201)

Transcript of SharePoint Online 101SharePoint Online” training to DOA staff. • Other SharePoint training will...

Page 1: SharePoint Online 101SharePoint Online” training to DOA staff. • Other SharePoint training will be scheduled throughout the year. These will be scheduled after a few “Introduction

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SharePoint Online 101Introduction to SharePoint Online

Focus Group Training Session

2018

Gayle MyersDOA SharePoint Lead

Joey EnnisDOA SharePoint Lead

SharePoint Online Training “Roadmap”• Beginning January 2019, DIT Solutions will provide monthly training for “Introduction to 

SharePoint Online” training  to DOA staff. 

• Other SharePoint training will be scheduled throughout the year. These will be scheduled after a few “Introduction to SharePoint Online” trainings are completed. 

There are four levels of training:

• SharePoint Online 101 – Introduction to SharePoint Online

• SharePoint Online 102 – Document Management (Prerequisite SharePoint Online 101)

• SharePoint Online 201 ‐ Site Owner Training (Prerequisites SharePoint Online 101 and 102 and approved SharePoint site request)

• SharePoint Online 202 – Advanced Site Owner Training (Prerequisites SharePoint Online 101 and 102 and 201)

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What is SharePoint Online?

• A cloud‐based service that is a part of the Microsoft Office 365 suite of products.

• Offers a secure place to store, organize, share and access information from any location or device.

Why Use SharePoint Online?• Offers a secure place to store, 

organize, share and access information from any location or device that has a web browser and internet access.

• Save your division money by offering cloud based storage at a lower cost than dedicated server storage.

• Offers extra features to safeguard your data such as hourly backups, version control and check‐in/check‐out functionality.

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Logging into SharePoint

• Browse to https://portal.office.com or https://ncadmin.nc.gov/intranet ,then enter your DOA email address into the required field, then click on the next button.

• On the next screen, enter your NCID account password when prompted and then click on Sign in.

Reconsider Using Internet Explorer 11 (IE 11)

• Internet Explorer 11 was released in 2013. It's now considered outdated and causes user instability when using SharePoint Online or other modern Office 365 products.

• Chrome, Firefox or current versions of Microsoft Edge are the preferred browsers until further notice.

• Chrome is available in the Windows System Center for user installation. Firefox must be installed by the DIT Service Desk. If you have issues installing these browsers, then contact the DIT Service Desk for further assistance.

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4 Hour Timeout• DIT has implemented a security 

policy that will prompt you to either continue or log out of your SharePoint account after 4 hours of inactivity.

• Why? SharePoint is a collaborative tool that can be accessed from any computer including public use computers, therefore it could potentially be left logged into a public computer.

• Always log off or lock a computer logged into SharePoint before leaving the computer unattended.

Types of SharePoint SitesHUB

•A large portal site used to connect and organize sites based on organizational attributes such as project, department, division, or region. 

Communication

•A large portal site which is a great place to share information such as news, events, documents, reports and lists.

Groups

•A smaller division or team based site that provides collaboration tools to communicate and share content. Utilizes a subscription model  for users to subscribe or unsubscribe membership to the site with an email component.

Team site with modern layout 

•Legacy classic site with modern layout. New sites will not used this model. 

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Team Site vs. Groups

• A basic SharePoint site that team members can access and organize content. 

• Team members can also collaborate on the content. Examples for team sites include sites for a special projects, divisions or team projects.  Legacy & Deprecated

Team 

Site

• Includes collaboration tools, such as a SharePoint site, an Exchange mailing group and easy user management.

• To become a member of the group, the user can subscribe to the group site by requesting access or the site owner can grant the user permission to access the site. 

Groups

Types of sites example

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Current DOA Intranet Site Organization (Legacy Classic and Modern Layout)

Home Page Legacy pages Group sitesTeam sites withmodern layout

Council for WomenDIT Solutions for DOADOA BlueprintDOA Content Managers User GroupDOA DashboardsEmployee Engagement CouncilFacility Management System Fiscal ManagementInternal AuditNC Tribal Recognition ProgramP and C Con‐TrackPurchase and ContractPurchase and Contract E‐ProcurementStrategic Goals and Imperatives

External sites

Family Violence Prevention & Services Act

MLK CommissionNC Complete Count CommitteeSADD Conference RegistrationSECC Team CaptainsState Construction Office

Internal Audit TransferNC Internship ProcessNC Internship ProgramState Property Office Data

Transfer

DOA Home

Fiscal ManagementPolicies and ProcedureEtc. (Legacy Site Pages)

Search• In SharePoint Online and on 

office.com, search is personal, and the search results are even easier to explore. 

• Another user will see different results than you, even when you both search for the same words.

• You will only see results that you have access to, and other users can’t find your private documents unless you’ve shared the documents with them.

• Even before you start typing, you'll see results based on your previous activity in Office 365. The results update as you start typing.

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Navigating the IntranetLeft Navigation

Document Center

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DIT Solutions

Teamsites & Groups Navigation List

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Tool Box

Your Tool Box may look different than others. Everyone has access to view the Staff Directory, Events Calendar, Graphic Assistance Form and Web Update Request Form.

Quick Links

Quick Links provide access to frequently used links. 

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Department NewsMake sure to visit the Intranet regularly for Department News. 

SharePoint Updates (Freaky Fridays)

• SharePoint is going through a massive makeover.  Microsoft is making updates weekly to improve the user experience.

• Microsoft updates – What you could experience:• Performance issues• Slowness• Some functions not working as 

expected• New features may appear

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Types of Pages

Home page 

• Landing page includes content such as news, events, and links. 

Site Page

• Web page for communicating various content. 

Document library

• A secure backed up area to store files. 

• Users can easily update and access files from any device.

• Each change creates a new version in the library when the version feature is turned on.

List

• A collection of information. 

• Information is organized into rows know as a list item. Think of a list as a mini‐database. (similar to Excel)

Types of Pages

Home page 

• Landing page includes content such as news, events, and links. 

Site Page

• Web page for communicating various content. 

Document library

• a secure area to store files. 

• Users can easily update and access files from any device.

List

• a collection of information. 

• Information is organized into rows know as a list item.

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Types of Pages

Home page 

• Landing page includes content such as news, events, and links. 

Site Page

• Web page for communicating various content. 

Document library

• a secure area to store files. 

• Users can easily update and access files from any device.

List

• a collection of information. 

• Information is organized into rows know as a list item.

Types of Pages

Home page 

• Landing page includes content such as news, events, and links. 

Site Page

• Web page for communicating various content. 

Document library

• a secure area to store files. 

• Users can easily update and access files from any device.

List

• a collection of information. 

• Information is organized into rows know as a list item.

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Types of Pages

Home page 

• Landing page includes content such as news, events, and links. 

Site Page

• Web page for communicating various content. 

Document library

• a secure area to store files. 

• Users can easily update and access files from any device.

List

• a collection of information. 

• Information is organized into rows know as a list item.

Using Site Pages

• Site page is a web page that communicates information to users.

• Site pages use web parts to define information zones. 

Web parts are the building blocks to create pages. Example web parts are news, calendars, text, links and images.

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How to get support• Online Resources

• Microsoft SharePoint Help Center• NC SharePoint Online User’s Group• Other SharePoint Resources

• Contact the Site Owner of the particular site (See site home page or DOA Team Sites & Groups list for Site Owners)

• Submit a SharePoint ticket for assistance

• DOA SharePoint Administrators

Questions & FeedbackQuestions & Feedback

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Your Feedback is Greatly Appreciated…We’ll send you an email after class today… Please take a moment to complete our short anonymous survey. 

@NCDIT@BroadbandIO@ncicenter

NCDIT

NC Department of Information Technology

NC DIT

Let’s Connect!

it.nc.gov

@NCDIT