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Grid Post of the Month - SharePoint 2010, Office 365: Thoughts for a Newbie

5thNK  5thNK on the Grid

2011-Aug-31 2:53 PM
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SharePoint 2010, Office 365: Thoughts for a Newbie 


 Problem

First and foremost I would encourage everyone that is learning SharePoint to see SharePoint as a tool. It is simply a tool that we can use to solve a business problem. Since it is likely that your business problems are different from other organizations it is also likely that how you use SharePoint to solve them will be different as well. It is important to learn new functionality and new ways to use SharePoint, but you must always look back to the business problem at hand. If you begin to focus more on the tool and what you can do with it you have the risk of over-engineering your solution.

Start with the Basics


General Out of the Box Functionality

Next we want to really focus on getting up to speed with the basic out of the box SharePoint functionality. The table below represents some of the key areas that I think would be a good place to start, as well as some links to get you started.


Document Libraries & Lists

Link

SharePoint document libraries I: An introduction

http://office.microsoft.com/en-us/sharepoint-foundation-help/sharepoint-document-libraries-i-an-introduction-RZ101930528.aspx?CTT=1

SharePoint document libraries II: Organize and configure a library

http://office.microsoft.com/en-us/sharepoint-foundation-help/sharepoint-document-libraries-ii-organize-and-configure-a-library-RZ102410290.aspx?CTT=1

SharePoint lists III: Create a list based on a spreadsheet

http://office.microsoft.com/en-us/sharepoint-server-help/sharepoint-lists-iii-create-a-list-based-on-a-spreadsheet-RZ101874356.aspx?CTT=1

How does versioning work in a list or library?

http://office.microsoft.com/en-us/sharepoint-foundation-help/how-does-versioning-work-in-a-list-or-library-HA101852686.aspx?CTT=1

Create, Modify, or Delete a View

http://office.microsoft.com/en-us/sharepoint-foundation-help/create-modify-or-delete-a-view-HA010377693.aspx?CTT=1

Create, change, or delete a column in a list or library

http://office.microsoft.com/en-us/sharepoint-foundation-help/create-change-or-delete-a-column-in-a-list-or-library-HA101782518.aspx?CTT=1

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Web Parts

Link

Web Parts in Foundation (Server will have additional web parts as well)

http://office.microsoft.com/en-us/sharepoint-foundation-help/overview-of-web-parts-available-in-sharepoint-foundation-2010-HA101806662.aspx?CTT=1

Change the Appearance of a Web Part

http://office.microsoft.com/en-us/sharepoint-foundation-help/change-the-appearance-of-a-web-part-HA101790461.aspx?CTT=1

Connect a Filter Web Part to a List View Web Part

http://office.microsoft.com/en-us/sharepoint-server-help/connect-a-filter-web-part-to-a-list-view-web-part-HA101785233.aspx?CTT=1

Create a Chart Using the Chart Web Part

http://office.microsoft.com/en-us/sharepoint-server-help/create-a-chart-by-using-the-chart-web-part-HA101889211.aspx?CTT=1

Connect Data in Web Parts

http://office.microsoft.com/en-us/sharepoint-server-help/connect-data-in-web-parts-HA101785157.aspx?CTT=1

In addition, it is important to get an understanding of other tools that you can use to further configure SharePoint. I still consider these tools to be out of the box configurations. You would become familiar with them so that you know what all can be done within SharePoint.

Tool

Link

SharePoint Designer

http://office.microsoft.com/en-us/sharepoint-designer-help/get-started-with-sharepoint-designer-2010-HA010370548.aspx?CTT=1

InfoPath

http://office.microsoft.com/en-us/infopath-help/introduction-to-microsoft-infopath-2010-HA101821251.aspx?CTT=1

 

http://office.microsoft.com/en-us/infopath-help/what-s-new-in-microsoft-infopath-2010-HA010358944.aspx?CTT=1

Excel (Excel Services)

http://office.microsoft.com/en-us/sharepoint-server-help/getting-started-with-excel-services-and-excel-web-access-HA010377881.aspx?CTT=1

Visio (Visio Services)

http://office.microsoft.com/en-us/sharepoint-server-help/add-data-driven-web-drawings-to-your-dashboard-with-visio-web-access-HA101791927.aspx?CTT=3

Access (Access Services)

http://office.microsoft.com/en-us/sharepoint-online-enterprise-help/build-and-publish-an-access-database-to-sharepoint-HA102435342.aspx?CTT=1

There are so many links that I could references here, so I just picked the highlights. This should be enough though to get you started and as you are reading them should help you identify additional areas that you should dig into.

Combine the Basics into Solutions

Once you have a grasp on the basic functionality in SharePoint, it would be good to start looking at creative ways to combine the functionality into complete solutions. An example of this might be creating a list, creating some custom views and then configuring different web parts to display the custom views you created.

Here are some examples of blog posts that I have done that show combining features into solutions:

Continue to Learn and Join the Community!

There are also many great resources out there for the community by the community that can really help you get a good jump start on building solutions. One that is very well known is the Nothing But SharePoint for End Users site https://www.nothingbutsharepoint.com/sites/eusp/Pages/default.aspx

You can also learn a lot from people on twitter who are focused on information worker content, listed below are some of people I follow.

@jennifermason

@idubbs

@wonderlaura

@veroniquePalmer

@meetdux

@rharbridge

@ruveng

@sharepointmom

@kerriabraham

@staurtblank

*if I missed you or someone you recommend, leave a comment and I will update my table

 

There are MANY more people that I could keep adding to this list, but start with these and you will have some good people to follow! I also follow several of the Microsoft Twitter accounts because it gives me good information on things they have in the works. It also gives me a channel to ask questions. In fact not once have I posed a question to one of them that they haven't responded with the answers I needed.

Some specific MS accounts that I follow include:

@sharepoint

@mscasestudies

@office

@mshelps

@office365

@whymicrosoft

 

Now once you start building solutions you should share them with the community. You can do this through blog posts, twitter or involvement in local community user groups. Hope to see you in the community soon!

 

 

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CommentsCreate sites to share documents and information
Dear Felico,
SharePoint Online helps your business stay in sync. SharePoint Team Sites provide a single location for the entire team, including your trusted business partners, to work together on documents, critical tasks and events regardless of where they are. Quick and easy to set-up, your team can work together to co-author and review business proposals in real-time and set notifications to track document updates. To experience SharePoint Online, sign in to Office 365 with your Microsoft Online Services ID: chafong@felico.onmicrosoft.com






 

 

Are you interested in The Grid? Click here to apply. 

CommentsCreate sites to share documents and information
Dear Felico,
SharePoint Online helps your business stay in sync. SharePoint Team Sites provide a single location for the entire team, including your trusted business partners, to work together on documents, critical tasks and events regardless of where they are. Quick and easy to set-up, your team can work together to co-author and review business proposals in real-time and set notifications to track document updates. To experience SharePoint Online, sign in to Office 365 with your Microsoft Online Services ID: chafong@felico.onmicrosoft.com
Sign in to Office 365
Access documents on your Team Sites and simultaneously edit with
others using Microsoft® Office Professional Plus, OneNote Web App
and Excel Web App.* Try it today.
Share files and documents
1
Add users to your Team Site
As the administrator for your new Office 365 service, you can set document level permissions in your SharePoint site to specify who can access, edit and share documents, which is helpful with managing sensitive HR or finance information.
2
Work with Microsoft Office on SharePoint
SharePoint Online is designed to work with familiar Microsoft® Office applications. If you haven’t already, download Microsoft® Office Professional Plus and set up your desktops to save Office files directly to your Team Site as well as access and send email from Microsoft® Outlook®.
3
Add and share documents, manage and track projects
With SharePoint Online you can post important documents, images, lists, wikis, blogs and even make simple edits to documents and presentations using the Microsoft® Office Web Apps. SharePoint Online also lets you manage meetings and track key project milestones and schedules using shared calendars.
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