SharePoint: Getting Started

Presented By Rich Giglio – July 25th, 2015

www.sohodragon.com

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Worked in Finance in the fashion industry

Power user in excel and MS Access

Currently Project Manager for Soho Dragon Solutions

Working with SharePoint about 9 months

Work Experience

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Penn State

Rugby player

Motorcycles

Blinkers

Formula 1 racing

Moto GP racing

Life Experience

There will be some Q&A at the end

If you have any questions, please don’t hesitate to stop me and ask if you don’t understand something

Questions

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Demo of basic SharePoint functionality at the end

At the end

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Talking Points

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1. What is SharePoint?

2. Navigating through SharePoint

3. Goal of SharePoint

4. Setting up permissions

5. Security

6. Sub sites

7. Uploading information into SharePoint

8. Workflows/alerts

9. Searching SharePoint

10. SharePoint in the Cloud (Office365)

1. What is SharePoint?

2. Navigating through SharePoint

3. Goal of SharePoint

4. Setting up permissions

5. Security

6. Sub sites

7. Uploading information into SharePoint

8. Workflows/alerts

9. Searching SharePoint

10. SharePoint in the Cloud (Office365)

Talking Points

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SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

www.sohodragon.com

A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly

format Share information with colleagues Access SharePoint Remotely

Hottest selling application in Microsoft’s history

What is SharePoint?

www.sohodragon.com

What is SharePoint?

www.sohodragon.com

A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly

format Share information with colleagues Access SharePoint Remotely

Hottest selling application in Microsoft’s history

What is SharePoint?

www.sohodragon.com

A secure place to store, organize, share and access information from any device that has access to the internet Store and organize files in a search friendly

format Share information with colleagues Access SharePoint Remotely

Hottest selling application in Microsoft’s history

SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

www.sohodragon.com

Social media feed

Create tasks for teammates

Take notes that are specific to that page via OneNote

Have mailboxes in outlook designated to sites

Designated document Libraries

Sites

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Sites

SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

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Uploading of documents

Tagging Meta data

Setting Content types

Trigger a workflow

Set the wheels in motion

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SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

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Meta Data and Content Types

ExpensesPurchase

OrdersInvoices

Financial Documents

Travel Receipts GM% Product costs

SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

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Crawl SharePoint farms

Highly customizable

Most commonly centralized

Crawl entire SharePoint environment

Crawl specific region of SharePoint environment

All SharePoint content in South America

Place a hold on documents

Search and eDiscovery

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Index 1 Index 2 Index 3

SharePoint files/File Share/Exchange/etc.

User Search

SharePoint

Team Sites

Document Library

Meta Data/Content Types

Search

Workflows

Define

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Streamline manual, internal operations

Event receivers

Bulk management through User Groups

Email notifications

Workflows

Workflows

Permissions/User Groups

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Limit search functionalities of employees

Small private company

50-100 employees

2 or 3 regional offices

Easily manage who has access to what through a user group

Enterprise Company

500-2,000 employees

Nation wide, or worldwide

Automatically send documents from team to team through SharePoint

Add/remove permissions in a workflow

Permissions/User Groups

www.sohodragon.com

Limit search functionalities of employees

Small private company

50-100 employees

2 or 3 regional offices

Easily manage who has access to what through a user group

Enterprise Company

500-2,000 employees

Nation wide, or worldwide

Automatically send documents from team to team through SharePoint

Add/remove permissions in a workflow

Permissions/User Groups

www.sohodragon.com

Limit search functionalities of employees

Small private company

50-100 employees

2 or 3 regional offices

Easily manage who has access to what through a user group

Enterprise Company

500-2,000 employees

Nation wide, or worldwide

Automatically send documents from team to team through SharePoint

Add/remove permissions in a workflow

Keep files in synch

Access from anywhere

Share from anywhere

1 version of every document

Edit online

Work offline capabilities

SharePoint + O365

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Recap

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Clear definition of SharePoint

Clear understanding of a sub site

Team site

Clear definition of Meta Data and Content Types

Tagging documents

Clear understanding of how a document is searched

Brief introduction to workflows

Understanding of how they work

Clear understanding of Permissions/User groups

Introduction to SharePoint online (Office 365)

Demo to clarify functionality