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Collaborating with SharePoint @ UVM: The Obligatory PowerPoint Slide Stack

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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Collaborating with SharePoint @ UVM: The Obligatory PowerPoint Slide Stack

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

  2. What is SharePoint? • https://sharepoint.uvm.edu:Windows SharePoint Services v3.0 • Web-based collaboration toolkit • 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

  3. Why Use SharePoint? • “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: • SharePoint Designer (Formerly FrontPage) • Windows Live Writer • MS Outlook 2007 • MS InfoPath • MS Groove

  4. History of SharePoint @ UVM • 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

  5. Cast of Characters • The Helpline: http://www.uvm.edu/ets/help/ • Steve Cavrak and the CTL:http://www.uvm.edu/ctl/?Page=dr/index.php • Roger Bombardier and Client Services:http://www.uvm.edu/~rbombard/http://www.uvm.edu/ets • Greg Mackinnon and SAA

  6. Demo: Creating a Site • Understand “site administrator” rights and responsibilities • Define URLs • Understand site templates

  7. Demo:Managing access rights to your site • Understand site permissions • Enable anonymous access • Add and remove users/groups from your site

  8. Demo:Working with Document Libraries • 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)

  9. 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

  10. Demo:Creating and Customizing Lists • Create a list • Define Columns • Create Views • Edit in “Datasheet View” (Excel Required) • Export to Excel

  11. Demo:Working with the Editor • Get Help! • Cut and Paste • Manage Images • Edit Raw HTML • Go Full Screen (F11 Key)

  12. Demo:Working with Wikis and Blogs • Demonstrate Wiki libraries vs. Wiki sites • Create a Wiki Library • Manage wiki documents • Post to a Blog

  13. 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/

  14. Demo:Publishing your content • RSS/ATOM feeds • Mobile access • Americans with Disabilities Act

  15. Red Light • Tweak your site “to within an inch of its life”. • Install web parts and site templates from un-trusted sources. • Create “tons” of sub-sites under your top-level site collection (limit to five or six). • Suffer in silence

  16. 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)

  17. Green Light: • 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: SharePoint@list.uvm.edu • Ask your IT support staff to join the CAMPUS domain.

  18. Side Note:CAMPUS Active Directory Services • 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

  19. Common Problems(…and solutions) • Invalid Username or Password: • Reset your UVM NetID password • Prefix your login ID with “CAMPUS\” • -or- Join your computer to the “CAMPUS” domain!

  20. 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????

  21. 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:sharepoint@list.uvm.edu

  22. Get these wonderful slides… • See the “Presentations” link at:http://www.uvm.edu/~jgm/

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