Power Users (Yea We Mean You!)

Ron Davis, MCT

IndependentThe Last Presentation

• Views• Creating and Managing Lists and Libraries• Customizing a SharePoint Site by Using Web Parts• Permissions in a SharePoint Site

• Some Cool Stuff!

The Single Greatest Productivity Gainer

• Anyone Can Use It (Even Non-Power Users)• Free (Real Free. Not Buy This and U Get It)• But Most Will Not Use It (So Sad……)

Multi-Tasking

Focused Attention!•When Are You Most Productive?

•How Many Things Are You Doing?•What Happens When You Need to Wait For Something that is Not Available When You Need It?•What Happens When What You Need is “In Here Somewhere”?

Where I Learned To Stay Focused

Views: Visual Representation of your SharePoint Data

• Default Views

• Custom Views

• Content Types

• Site Columns

Design to quickly see what is important to the user.

Ways to Organize “See” Information“Here it is, right here Boss!” = 1 “Atta-Boy”

• Organized well as in likely to quickly see what is coming!

• Views (of Libraries ……. Lists)• Content Types• Site Columns• Default Views• Custom Views

• Folders

Views

Lists and Libraries•Lists in SharePoint

•Libraries in SharePoint•Ways to organize Files•Views•Folders

Everything Is A “List”

• Whether you are creating a Document Library, Announcements list, a custom list, or a survey…they are all lists!

• Only difference between lists is the views that display the list’s contents

• Every List is a Web Part!

Lists Structure

• Lowest Level of Storage and Similar to DatabasesList Database Differences

Events Triggers

Fields Columns

Items Records

X Optimized Read

X Hold Vast Data

X RSS Feeds

X Versions

Document Libraries Picture Libraries

•Main Difference is That They Are used to Store Files• The Shared Document Library• All Libraries Are Lists• Just have added “Features”

These are Content Type(s)

Site Columns• Reusable Column definition• Can be Assigned Across Multiple SharePoint Sites•Users can Add to Their Lists•Defined at The Site Level

Folders

• Generally Not Liked by SP Professionals• Good for Tree Sort• Users Understand Folders (May be the

Problem)

Content TypesSite

Columns

Customizing a SharePoint Site by Using Web Parts

• Web Parts• Controlling Availability• Customizing• Business Intelligence Web Parts• KPI

Using Web Parts

• Web Parts are reusable components• They can be added to any

SharePoint page with a Web Part Zone on it• Allows users to change the

look of a site without writing any HTML• You Can “Roll Your Own”

Most Popular (Survey on SharePoint

Experts Group)

•Page Viewer Web Part• Image Web Part•Content Query Web Part•Content Editor Web Part

SharePoint Security

Permissions in a SharePoint Site

• How Security Works in SharePoint• Overview of Permissions in SharePoint• Permissions• Permission Levels• SharePoint Groups• Using SharePoint Groups to Ease

Security Management• Zones

IIS Application Pools

• Every web application will require to run under some account. Application pools allow us to assign this account.

• Application pool identity must have access to it’s respective databases (SharePoint_Config, wss_content, etc)

• Must have access to create databases on the sql server (content db’s), which typically requires one of Administrators, Process Administrators, and Database Creators roles assigned to account.

SharePoint Windows Groups

• IIS_WPG– Has access to administer IIS Worker

Process

• WSS_WPG– Has read access to system resources of

WSS

• WSS_ADMIN_WPG– Has write access to system resources of

WSS

• WSS_RESTRICTED_WPG– General purpose administrator group

SharePoint Default Groups• Every team site created is given a set of default

groups– Visitors

Given read permission set

– MembersGiven contribute permission set

– OwnersGiven full control permission set

• Different site definitions create different groups– Publishing sites create more than the three above

(Style Resource Readers, Designers, Approvers, Restricted Readers, Quick Deploy Users)

ASP.NET Membership/Role Provider

• SharePoint is an ASP.NET 2.0 Application– Utilize the roles of the membership/role

provider–Membership providers include

Active DirectoryLDAPCustom

Assignable Entities

• User– A single user from the Membership

provider

• Domain Group– A role from the Role provider being used

(Domain group in active directory, a role in ASP.NET db provider)

• SharePoint Group– A group you create in SharePoint and

assign individual users too– Scoped to the Site Collection

Custom Permission Levels

• You have the ability to create your own permission levels– Use to be called Site Groups in WSS

2.0/SP2003– Permissions are cumulative

Permissions

• SharePoint has a set of pre-defined Permissions – 33 of them– Fall into one of three categories (List,

Site, Personal)– Permission are not assigned directly to

users, but rather to Permission Levels

Site/List/Item Permission Inheritance

• Permissions by default are inherited– Site dictates to list and list items what

permissions users will have– You have the ability to override at a list

level, list items will inherit from the list permissions

– You also have the ability to override at the list item level, designed to allow folder level permissions!

Web Application Policy

• SharePoint doesn’t have a notion of deny– But you can setup zones (intranet,

internet, extranet)– These zones can have a policy with four

settings:Full ControlRead OnlyDeny WriteDeny Access

Permissions

Misc Administration And Some Cool Stuff!

• User Profiles, Audiences and Targeting

• Feature• Outlook

Integration• PopFly• CodePlex

User Profiles

Audiences

Outlook 2007 Integration

• Document Library Syncing Capability • Document Previewing• Instant Search• Offline Access and Editing

Document Library Syncing Capability

Document Library Now in Outlook

Document Previewing

Instant Search

Content Editor and PopFly

No Code except for the Cntrl-C Cntrl-V

Content EditorSearch for PopFly and SharePoint: Blogs Screen Casts How-

to

Silverlight

CodePlex

Thank You!Ron Davis, M.C.T.Drawing for ?