SPC Master Power User SharePoint & Office 365
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This document provides an overview of key concepts for becoming a master power user of SharePoint and Office 365. It discusses topics such as sites, site collections, lists, libraries, columns, content types, security, search and display, PowerApps and Flow, and Power BI dashboards. The document emphasizes understanding when and how to properly use different SharePoint features and recommends ways to optimize performance and governance.
SPC Master Power User SharePoint & Office 365
- 2. Becoming a Master Power User SharePoint and Office 365
- 5. WE’VE DONE A LOT OF COOL THINGS WITH SHAREPOINT THINKING BACK…
- 8. “7-ish out of 10 award winning intranets are using SharePoint” -Susan Hanley http://www.itunity.com/article/winning-intranets-prefer-sharepoint-837 https://www.nngroup.com/articles/intranet-design/ …9 out of 10 in 2016!
- 9. TEAM SITES
- 10. AND IT HAS A VERY PROMISING FUTURE
- 12. BUT YOU HAVE TO KNOW WHEN TO USE IT
- 13. So what EXACTLY led you here?
- 14. “What if we made Power Users do all the work?”
- 16. What is a Power User? and do you need them?
- 17. Our day Basics of SharePoint Security Advanced Settings PowerApps & Flow Workflow PowerBI & Dashboards Search & Display
- 18. Let’s eliminate some confusion “Office 365 Groups vs SharePoint vs SharePoint Classic vs Microsoft Teams” It’s just not something to compare
- 19. What do we mean by Classic SharePoint?
- 20. What do we mean by Modern SharePoint?
- 21. What do we mean by Modern SharePoint?
- 25. SP 2007 SP 2010 SP 2013 SP 2016 SP 2007 SP 2010 IT USER WE REALIZED WE WERE BY-PASSING IT
- 26. AN ACTIVITY-BASED OFFICE IN ICELAND
- 31. SITE TEMPLATES Does it matter? Any impact?
- 32. Why create a new site? Permissions Isolate Lists and Libraries Unique Template Features Site Features SITE ≠ PAGE
- 35. Site Collection Site Collection Site Collection Site Collection Site Collection LIMITATIONS XX
- 36. Know when to create a SC Permission Levels Site Collection Features Shared Style Library New Database SharePoint Groups* URL (/Sites/ or Explicit) Recycle Bin Quotas Document IDs
- 37. What’s a SharePoint List and Library?
- 38. Familiar with Excel? Access? Word? Lists Advantage: Column Management & Features
- 39. Libraries Same as Lists but for documents
- 40. Lists & Library Templates It DOES matter which one you pick. Each Template comes with it’s little functionality
- 41. Need to know Try to apply permissions at the List/Library level and not on every folder or files Stay away from folders as much as possible, tag! Watch out with free for all versioning Metadata Navigation Save your list/library as template with or without the content
- 43. Column Types When you create a column it is stored in the list/library where you create it Every type of column has it’s use Know when to use the right one Views will be created based on the columns Workflows can be created, triggered by the right column information SharePoint allows for Column Validation
- 44. Centralize & Reuse! If you create columns from your lists/libraries they are stored in them. And thus, are not reusable. I recommend using “Site Columns” whenever possible to be able to reuse them. Site Columns are available to subsites – best to create at the root
- 46. PAGE Difference between SITE and Page? Difference between .aspx and .docx? Used to show information to the visitor Where do documents go in SharePoint?
- 47. Wiki Page “Wiki”= Quick Used to quickly create and link content Use [[ Publishing Page Uses predefined Page Layouts for design Allows Metadata (Columns) in the layout Web Part Page Only allows for Web Parts on the page Removes the Quicklaunch for a full width page
- 48. Think about it! Pages & Views to show different perspectives
- 50. Web Parts My 2010 Favs My 2013 Favs Content Query!!!!! Content Editor Data View (Designer) Filter Web Parts Content Search*!! Search Results Search Results
- 51. Content Types Reusable set of columns used together that defines a type of content in your organization. It’s also much more… http://en.share-gate.com/blog/recording-sharepoint-webinar-understand-content-types http://en.share-gate.com/blog/sharepoint-columns-site-columns-or-content-types
- 52. TERM STORE
- 53. SECURITY
- 54. “UMMM…. I REMOVED MYSELF AS AN ADMINISTRATOR OF THE SITE”
- 55. “MY SHAREPOINT IS SO SLOW…”
- 56. HOW DO YOU MANAGE SECURITY ON SO MANY DIFFERENT THINGS? (SHAREPOINT, OFFICE 365, ONEDRIVE FOR BUSINESS)
- 58. AND UNDERSTAND THAT NOT EVERYTHING CAN BE ASSIGNED SECURITY
- 59. SITES
- 60. LISTS/LIBRARIES FOLDERS / DOCUMENTS / ITEMS
- 61. NO YOU CANNOT PUT SECURITY ON YOUR SHAREPOINT VIEWS
- 62. AND IT’S THE SAME FOR YOUR COLUMNS AND CONTENT TYPES
- 63. BUT HOW DOES IT ALL WORK? INHERIT PERMISSIONS? BREAK INHERITANCE?
- 64. SITE COLLECTIONS SITES LISTS & LIBRARIES CHILD SITES FOLDERS ITEMS & DOCUMENTS INHERITED PERMISSIONS BY DEFAULT
- 65. SITE COLLECTIONS SITES LISTS & LIBRARIES CHILD SITES FOLDERS ITEMS & DOCUMENTS BREAK INHERITANCE
- 66. SITE COLLECTIONS SITES LISTS & LIBRARIES CHILD SITES FOLDERS ITEMS & DOCUMENTS BREAK INHERITANCE LIMITED ACCESS
- 67. LIMITED ACCESSFAMOUS WHY IS IT EVERYWHERE AND CAN YOU DELETE IT?
- 70. BUT BE CAREFUL WITH ASSIGNING PERMISSIONS EVERYWHERE
- 71. Governance WHAT YOU WILL NEED IS http://en.share-gate.com/blog/real-world-sharepoint-governance-plan
- 73. but keep it simple. it’s a set of rules and guidelines to help, no one is going to read that 27 page PDF
- 74. IN SHAREPOINT, YOU DON’T SEE WHAT YOU DON’T HAVE ACCESS TO
- 75. BUT YOU SEE EVERYTHING YOU HAVE ACCESS TO WITH SEARCH. PROPERLY PLAN THE ACCOUNTS YOU WILL USE TO INDEX SHAREPOINT AS WELL.
- 76. -Sean Wallbridge « Google the words ‘View All Site Content’ see what happens » ANONYMOUS ACCESS AND THE EXPOSURE RISKS WITH SHAREPOINT
- 77. DID YOU THINK OF RETENTION AND YOUR ARCHIVES? HOW IS SECURITY MAINTAINED?
- 78. KNOW ABOUT IRM AND RMS
- 81. SEARCH! Best of FAST Search algorithms Document Thumbnails Query Language (FQL) Architecture Visual Best Bets User Segmentation Metadata Extraction Continuous Crawl Analytics Result Sources Result Types Query RulesDisplay Templates Search Web Parts Cross-Site Publishing Product Catalog Search-Drive Sites
- 82. Continuous Crawl
- 83. Before we start ANYTHING with Search Crawled Property: Content & Metadata extracted (document itself, url, Title, etc…) Managed Property: Includes 1 or multiple mapped Crawled Properties and exists in the Search Index. Managed Properties are what SharePoint uses to Display Content.
- 84. Search Search Crawl Content Search Web Part Site Collection A Site Collection B CONTENT SEARCH
- 85. Query Builder
- 87. The basics of Display Template
- 89. The « container » Best way to reference custom files (JavaScript, CSS, etc…) Control
- 90. Item Controls what happens to each item rendered through the query Use Managed Properties to show the content you want where you want using HTML
- 91. Result Types 1 - One or more characteristics or conditions to compare each search result against, such as the result source or content type of the search result Identify different types of results 2 - A display template to use for search results that meet the conditions.
- 96. OUR FAVORITES ARE GOING TO END SOON (EVENTUALLY) SHAREPOINT DESIGNER 2027 INFOPATH APRIL 2023
- 97. POWERAPPS & FLOW
- 98. POWERAPPS HELPS YOU CREATE APPS FOR PHONE AND TABLET CONNECTED TO 1 OR MULTIPLE DATA SOURCES EVERYTHING WE EXPECT FROM AN APP TODAY (INK, PEN, MULTIPLE SCREENS, CAMERA, ETC…)
- 100. COULD IT BE THE FUTURE OF FORMS?
- 103. OK, WHAT ABOUT THE NEW MICROSOFT FLOW?
- 104. SIMILAR TO IFTTT, ZAPIER GETTING BAKED INTO SHAREPOINT SIMPLE WORKFLOWS CONNECTED TO MULTIPLE PRODUCTS
- 107. GOVERNANCE REQUIRED POWERAPPS AND FLOWS POPPING EVERYWHERE? WHAT HAPPENS WHEN EMPLOYEE LEAVES? OFTEN REQUIRES DEV WORK, GOOD OR BAD?
- 108. cool… Do you also have some tips for dashboards?
- 109. What we did before Conditional Formatting KPIs SharePoint List Performance Point InfoPath Forms SharePoint Designer Creativity Custom Dev
- 110. Let’s see what we can do now
- 111. Power BIvsSelf Service BI Power Query Power Pivot Power View Power Map* Power BI Sites Power BI Q&A Query & Data Mgmt. Windows App
- 112. Power Query Makes it easy to discover the right information Search & Find Many Data Sources Save and Transform
- 113. Power Pivot Analyze the content from Queries Build your own model Relationships with Data Sources Calculated Fields & KPIs
- 114. Power View Visualize Create Explore Interact with Graphs, Charts and other things you’ve built with Excel on the web as a report
- 115. Power Map Create cool 3D maps visuals with your Data!
- 116. Power BI Power BI Sites Power BI Q&A Query & Data Mgmt. Windows App
- 118. THERE’S A NEW POWER BI AND IT STARTS AT FREE
- 119. THANK YOU! @BNIAULIN