Power User Guide

New users to SharePoint often get lost in the confusion of where to begin to learn the massive platform. This guide is meant to get the average user up to speed on the platform. Follow each chapter sequentially and when you’re finished, you should have the basic knowledge needed to move on to more advanced use.

Power User Guide: Introduction

  SharePoint Server 2010 is a powerful collaboration tool that can aid in increasing a company’s bottom line. But for a user to know how to get great returns on the product, they have to understand what the platform is capable of and how to reach that capability. This blog guide is intended to aid … Continue reading

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Chapter 1-1: What is SharePoint?

SharePoint Server 2010 Overview Put simply, SharePoint is a massive ASP.NET 2.0 platform. It is a Microsoft product which allows companies to host their own public-facing and/or internal Web pages. It is highly robust and offers customization levels as high or low as business requirements dictate. It is scalable and can grow as the business … Continue reading

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Chapter 2-1: Site Basics

For a new user to SharePoint, trying to explore the platform by “messing around” without any guidance is an exercise in futility. Your head will be sore as your frustration levels elevate to the point of banging your head on your desk. As a healthy alternative, this section illustrates the overall layout and how to … Continue reading

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Chapter 2-2: Site Basics

Navigating the Different Types of Sites All SharePoint sites are made up of a hierarchy model called a site collection. The site collection includes one top level site (aka root site) and has other pages, sites, or sub-sites below it. If you want to view the hierarchy of site, go to the root ⇒ click … Continue reading

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Chapter 3-1: Pages

SharePoint sites are made up of a series of sites and pages. Sites were discussed in detail in the last chapter. In this chapter, we will discuss how to work with pages. System pages dictate what tools, links, and settings are seen when a user with elevated permissions edits the page or list. Page layout … Continue reading

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Chapter 3-2: Pages

Structure of a Page A page structure is actually made up of a series of pages. The master page, the page layout, the content, and the style sheets all work together to render the final product of a page. Working with these elements is often referred to as “branding” a site. Master Page Microsoft SharePoint … Continue reading

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Chapter 5-1: Working with Lists

Lists are the backbone of SharePoint. Nearly everything in SharePoint is stored in some form of a list. A list can best be defined as an interactive series of items formed into a table that serve as the underlying structure for many things on a site such as Announcements, Calendars, and Discussion Boards. They enable … Continue reading

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Chapter 5-2: Working with Lists

Calendar The calendar is one of the most useful types of list in SharePoint. It allows for a handy view that resembles an actual calendar but has some of the same functionality that your Microsoft Outlook calendar does. In fact, the functionality is so in tune with Outlook that you can actually synchronize the dates … Continue reading

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Chapter 5-3: Working with Lists

Contacts List To create a new contacts list, select the “contacts” type of list in the list creation window as you did with the calendar list creation. You can click “Add New Item” to add a new contact to your list. Simply fill in the data and click “Save”. Once you have a large list … Continue reading

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Chapter 5-5: Working with Lists

Standard View The standard view is the default view for a list when making modifications. You can ensure you’re in standard view by looking at the ribbon and ensuring the “Standard View” is highlighted under the “List” tab. Adding a List Item in standard view To create a new list item for a list in … Continue reading

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Chapter 5-6: Working with Lists

Columns Creating a Column To add a column to a given list, navigate to the list, click the “List” tab in ribbon, and then click the “Create Column” button. Fill out the data in the modal popup that appears.   Note: The radio buttons for the various column types are self-evident in their function but … Continue reading

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Chapter 5-7: Working with Lists

Views Views provide a saved version of filters and sort criteria. To view a list’s available predefined views, simply click the dropdown arrow on the list title in the breadcrumbs ribbon and select the view you want to use. Creating a Custom View Based on Existing View To create a new view, go to the … Continue reading

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Chapter 6-1: Libraries

Libraries are a container for different types of documents that organize content for use, modification, and management. It is accessible by multiple users and is a powerful means of increasing productivity. Examples of the type of documents libraries can hold include images, styles, Word documents, Excel spreadsheets, PowerPoint presentations, forms, and many others. Types of … Continue reading

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Chapter 6-2: Libraries

Document sets Document sets are folder-like areas that allow collaboration between users on documents without creating a new site or new document library. It allows for documents to be linked with common metadata, automatic creation of certain documents, and a user-friendly welcome page with the structure of a web part page. These areas are great … Continue reading

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Chapter 6-3: Libraries

Versioning Checking a document in and out ensures that only one person can edit a document at a time. To edit, they “Check-out” the document and then to make their changes visible to other users, they “Check-in” the document. During “Check-Out”, the document will not be available to any other users (unless you “Override Checkout” … Continue reading

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Chapter 7-1: Web Parts

Web parts are a fundamental part of the SharePoint experience. In essence, they are data containers that allow you to place various lists and functionality into your site. These reusable components are extremely versatile and can perform functionality for 90% of business needs. An added benefit of using web parts is that they are easily … Continue reading

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Chapter 7-2: Web Parts

Custom Web Parts Business needs often dictate the use of web parts with custom functionality. While SharePoint does a great job with its many OOTB web parts, you can develop your own custom web parts using Visual Studio 2010. To do so, Visual Studio 2010 has some default templates to get you on your way. … Continue reading

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Chapter 8-1: Search

Search is a powerful tool used to find both structured and unstructured content across a site or series of sites. It can index lists, document libraries, file shares, databases, and web pages to name a few items. The result sets can be configured to include external web pages, lists, and content as well. Inside of … Continue reading

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Chapter 8-2: Search

Search Results This search results page is linked to the various search web parts to provide users with a list of matching search criteria. The results panel displays the results in the middle of the page and has the common RSS subscriber and alerts buttons at the top. Additionally, there is a refinement zone on … Continue reading

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Chapter 9-1: Workflows

Workflows are a process of formulating steps, procedures, and ways to operate for a user to follow. They automate tasks and help alleviate the time it takes for a business process to completely work through a business process. These automations equate to decreased time in the cycle because of the fact that it takes less … Continue reading

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Chapter 11-1: Server Administration

  Note: This chapter examines some basic tasks that can be performed by the central administrator on the server side. Typically, this falls outside the scope and permission levels of a “power user”, but certain aspects are discussed here to better illustrate what can be done in central administration for a server farm. The roles … Continue reading

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Chapter 11-2: Server Administration

Health & Usage Reports Report data is gathered using timer jobs which are triggered by time frequencies that are set. These jobs focus on a number of site areas such as performance counter data, site metric data, timer data, search usage data, and other analyzed areas. This data set is put into legible forms such … Continue reading

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