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SharePoint Power User (Site Owner) Training

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A slide deck to complement my 2-hour, FREE, on demand SharePoint Training available here: https://youtu.be/L--oAoZ5Juo

The following topics are covered in the course:

- How to Create Sites
- How to create proper site navigation
- How to change Look & Feel of the site
- How to manage security Security
- How to Edit Pages
- How to Add new pages
- How to create new web parts
- How to add web parts to a page
- How to add custom metadata
- How to create custom views on a list or a library

Publié dans : Technologie
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SharePoint Power User (Site Owner) Training

  1. 1. sharepointmaven.com @gregoryzelfond SHAREPOINT SITE OWNER TRAINING
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Before we start…  2-hour, FREE, on-demand session recording is available at https://youtu.be/L--oAoZ5Juo  You can also visit my YouTube Channel: https://www.youtube.com/c/sharepointmaven  Slides and Demo based off SharePoint Online, however, similar functionality is available with on-premises and older versions of SharePoint
  3. 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me  Gregory Zelfond  10+ years of experience with SharePoint  Huge SharePoint Advocate, blogger  Love to solve business problems using code-free, out of the box SharePoint configurations  Owner of SharePoint Maven
  4. 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
  5. 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint User Types  End User (works with content) – Uploads/edits/deletes files – Creates content (documents, tasks, events, etc.) – Shares content  Power User/Site Owner (works with site) – Manages site – Creates web parts – Edits pages – Manages security  Administrator (works with site collection) – Manages site collections – Manages global security & permissions – Manages advanced SharePoint features
  6. 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Prerequisites  You know what SharePoint is  You have been using SharePoint for a while  You have Full Control (Site Admin) permission
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Agenda – SharePoint Elements – Sites • Create New Site • Navigation • Look & Feel • Security – Pages • Editing Pages • Add new page – Web Parts (Apps) • Create new web parts • Add Web Parts to a page • Add custom metadata to lists and libraries • Create custom views – Q & A
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SHAREPOINT ELEMENTS
  9. 9. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Basic SharePoint Elements  Sites – Used to organize/separate content  Pages – Displays content on a site  Web Parts (Apps) – Building blocks of a page/site
  10. 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Site Collection Hierarchy Homepage Site HR Site HR Subsite HR Subsite IT Site IT Subsite
  11. 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond iPhone® Analogy SITE PAGE WEB PART
  12. 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SITES
  13. 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Create New Site  Gear icon > Site Contents > New subsite
  14. 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SITE NAVIGATION
  15. 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond 2 types of Navigation  Top Link Bar (can be inherited)  Quick Launch (local/contextual)
  16. 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond LOOK & FEEL
  17. 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Change the Look
  18. 18. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SECURITY & PERMISSIONS
  19. 19. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Security & Permissions  Gear icon > Site Settings > Site Permissions
  20. 20. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Users to Security Groups Always add users to Security Group Never add users directly to the site!
  21. 21. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond PAGES
  22. 22. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Change Page Layout  Edit the Page  Click on Text Layout drop- down  Choose new layout  Click Save
  23. 23. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond WEB PARTS
  24. 24. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Web Parts – 2-step process Create Web Part 1 Add Web Part to the Page 2
  25. 25. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond METADATA
  26. 26. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Add Metadata  Library/List Tab > Library/List Settings  Create Column
  27. 27. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond VIEWS
  28. 28. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Create Views
  29. 29. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond “How To” Blog Posts  How to set Security for a SharePoint site  4 ways to create Drop down navigation in SharePoint  What are SharePoint Sites, Pages and Web Parts?  How to configure Metadata Navigation in a document library  How to implement Document Management System in SharePoint using Content Types  How to create SharePoint alerts  How to add SharePoint Tiles to your site  How to add a Video in SharePoint  How to create an Org Chart in SharePoint  How to create a SharePoint Project Site  4 ways to configure Document Library  Choosing between OneDrive for Business & SharePoint  How SharePoint Recycle Bin works  How to sync SharePoint with Outlook
  30. 30. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SharePoint Webinars  How to manage projects in SharePoint using out of the box features  How to build amazing Intranet Sites in SharePoint using out of the box features  How to improve SharePoint User Adoption – practical tips and industry best practices  How to manage migration to SharePoint  SharePoint hacks you can’t live without  [NEW] Project and Portfolio Management with Project Online  [NEW] Kick-Ass Project Collaboration with Office 365 Groups LEARN MORE
  31. 31. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint?  SharePoint Site Configuration and Customization  Document Migration to SharePoint  SharePoint Implementation Strategy  SharePoint Training  SharePoint User Adoption  SharePoint Governance  SharePoint Project Management
  32. 32. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: greg@sharepointmaven.com Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Watch: SharePoint Maven YouTube Channel Get in touch if you have questions
  33. 33. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Q & A