Essentials for the SharePoint Power User 11/15/2018 Essentials for the SharePoint Power User SharePoint Saturday St. Louis 2017 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Drew Madelung Technical Architect – SharePoint & Office 365 11/15/2018 Technical Architect – SharePoint & Office 365 Email : dmadelung@concurrency.com Twitter : @dmadelung Website: drewmadelung.com © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda Essentials for the SharePoint Power User 11/15/2018 11:28 AM How to speak SharePoint Agenda Security Content & Metadata Search Essentials for the SharePoint Power User Demos, Demos & more Demos There are a ton of other more deep dives into each of these topics Sean and Christina Tuesday Marc content types Wednesday Permissions wednesday SharePoint Saturday St. Louis 2017 © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

“If you ask 10 people to define SharePoint, you’re likely to get ten different answers” How did you get started in SharePoint? What kind of power user are you? Reference

Power Users are essential for SharePoint adoption Yes that means you SharePoint is a solution that requires TLC as it exists today, its getting better with the modern experiences You don’t need to know everything to be a power user Learn the keys and be social with other power users

Power User vs Administrators Microsoft Ignite 2015 11/15/2018 11:28 AM Power User vs Administrators Power Users Works with… Sites Security Content Lists & Libraries Pages Metadata Look & Feel Workflows Business process Administrators Works with… Servers Farm Database Services Web applications Active Directory Enterprise settings 3rd party setup Roles could be spread across a team Ninja’s or Champions There is a difference between a power user and admin Power users normally exist in the business and not IT IT needs to support power users © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

How to Speak SharePoint Microsoft Ignite 2015 11/15/2018 11:28 AM How to Speak SharePoint Architecture Web Application https://intranet.com Site Collection https://intranet.com/sites/HR Farm Library & Lists https://intranet.com/sites/HR/lists/contacts Site collections are barriers, know when to create a site collection You don’t need to worry about web apps in O365, you only get 1 (domain.sharepoint.com) Sub site https://intranet.com/sites/HR/team © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

How to Speak SharePoint Microsoft Ignite 2015 11/15/2018 11:28 AM How to Speak SharePoint Document Library Web Part List SharePoint Group View Permission Level Content Type SharePoint Workflows Has everyone heard of these? I’ll be going through some of these Columns SharePoint Designer © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

CONGRATULATIONS! You have passed level 1 of how to speak SharePoint Microsoft Ignite 2015 11/15/2018 11:28 AM CONGRATULATIONS! You have passed level 1 of how to speak SharePoint Have a drink © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Core power user functionality is not different Microsoft Ignite 2015 11/15/2018 11:28 AM Online or On-Premises? Core power user functionality is not different Worklows, security, sites, content types are all the same Must always be learning when in o365 Online will require keeping pace with new features © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Let’s talk Security 3 things make up SharePoint Security 11/15/2018 Let’s talk Security 3 things make up SharePoint Security Site Collection Site Library, List Item, Document, Folder Permission Level Full Control Edit Contribute Read View Only Approve Design Create your own! Who, what access, where This is one of the most common issues I see It can be confusing You can create custom permission levels Permission levels are made up of smaller permission objects You combine a user/group and a permission level and apply that to an SP object User or Group SharePoint Object © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Security is based on inheritance 11/15/2018 Security is based on inheritance Site Collection Site Library, List Item, Document, Folder Site Collection Site Library, List Item, Document, Folder You need to know about inheritance You can break inheritance at the site, app, and item level (including folders) When breaking inheritance it doesn’t remove existing permission Unbroken Inheritance Broken Inheritance © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Groups & Broken Inheritance 11/15/2018 Groups & Broken Inheritance Site Collection Site Library, List Item, Document, Folder Group members do not change through broken inheritance Members Owners Once in a group, access applied wherever that group is Important things to note about breaking inherticance If you remove a member from a SP group they will lose access wherever that is applied You break inheritance to set different security at a lower level There are good 3rd party tools to track this Auditing is good Owners Deleting a group, deletes the whole group © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 Security info & advice Start with an open permission model and restrict when needed Permissions can be applied at a Site, Library/List, or Folder/Item level Try to not break permissions unless you need to When users with manage permissions share content, inheritance is broken Using Active Directory groups for larger groups could be easier to manage SharePoint groups are available across the whole site collection SharePoint Groups & Permission levels do NOT cross site collections © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Security Demo! Show people and groups Show permission levels Show confidential folder Show announcements

Content Types & Columns 11/15/2018 Content Types & Columns Project Document Document Type Project Number Client Invoice Document Finance Team IT Document IT Team Content Types Columns A way of grouping site columns for reusability Content types held at the site level Content type can hold different columns and the same site column can be used across content types © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Content Types Content Types are based on inheritance Document 11/15/2018 Content Types Document Organization Document Project Document Finance Document Invoice Document IT Document Infrastructure Document Content Types are based on inheritance A way of grouping site columns for reusability All content you upload anywhere technically uses a content type Pages, tasks, events, etc all use content types Content types are used to organize content by allowing different columns by content type Uses inheritance just like security © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Columns vs List Columns 11/15/2018 Site Columns vs List Columns Site Column List Column Created when creating a column directly on a list or library Cannot be reused Easy to create and customize Created at the site level via “Site Columns” Available in all list, libraries, and subsites Centralized data Requires extended rights Requires planning Created when Content Type Hub used Plan, plan, plan Use a site column for reusable data Can be used for all sites underneath, site collection root and most common © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Content Types & Columns info & advice 11/15/2018 Content Types & Columns info & advice Don’t modify/delete default site columns Use site columns for reuse across a site or site collection when possible Once a content type is associated with a library/list it can be modified there Use the right column type for the job List & Column validation can be handy A Content Type Hub can be used to have centralized content types Create columns without spaces then add them (like libraries/lists) for good internal field name © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Content Type & Column Demo Show site content types Show site columns Show document content type Add column Show announcement content type Show how to get internal field name

Search SharePoint search will never be like Google search 11/15/2018 Search SharePoint search will never be like Google search Involve end users Content is search driven using metadata Use Search web parts to make intelligent sites © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Content Search Web Part 11/15/2018 Content Search Web Part Compared to Content Query Web Part, but better Can display items from anywhere in SharePoint Built with Search Query + Display Template Based on search not always up to date Does not use XSLT, yay If its been crawled, you can show it You can use search results web part in a similar manner Build dynamic portals © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Crawled Properties & Managed Properties 11/15/2018 Crawled Properties & Managed Properties Crawled Managed Created when a crawl is ran No control Useless against queries Only stores information collected by crawl Must have data to be crawled Mapped to one or more crawled properties Site & managed metadata columns become managed properties automatically Have properties that define usability like sorting and refining Things happen behind the scenes Need to understand the relationship Crawled can be mapped to many managed properties Managed properties can have multiple crawled properties Managed via Search Schema © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Search Schema & Managed Properties 11/15/2018 Search Schema & Managed Properties Search schema can be done at the farm or site level © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Search Queries Keyword Operators 11/15/2018 Search Queries Built using Keyword Query Language (KQL) Keyword Operators TermA TermB Implicit AND between each term “TermA TermB” Must match exact phrase TermA OR TermB Items with either term are returned Term* Items starting with entered characters up to wildcard TermA NOT TermB Any items containing trailing term are excluded Property Queries - ManagedProperty | Operator | PropertyValue Buy Mikael Svensons book You will use queries to make search pages Use the KQL reference You can use these on a standard search setup You can’t write a query against a crawled property Filextension=docx Only files with the extension of docx Author:”Drew Madelung” Files created by “drew” Created>2016-11-16 Items created after 11/16/2016 -tile:test Excludes results that include the word test KQL Syntax Reference https://msdn.microsoft.com/en-us/library/office/ee558911.aspx © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 Display Templates Located in: “~sitecollection/+catalogs/masterpage/Display Templates” Utilizes HTML and Javascript .js file automatically built 2 different display templates used per web part You will see the .js files once publishing is turned on They are used everywhere Reference - https://cann0nf0dder.wordpress.com/2013/02/20/content-search-webpart-and-display-templates © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 Search info and advice Use Content Search Web Parts in place of Content Query Don’t customize the default display templates Lots of display templates available online to start Use the “Refinable” managed properties for mapping in Office 365 Utilize search for people results Search results will not appear until after a crawl (really fun waiting in Office 365) Don’t hardcode in query when possible Query variables are your friend -> ex… {QueryString.parametername} or {User.property} Query variables = https://technet.microsoft.com/en-us/library/jj683123.aspx © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

One More Demo! Show new landing Edit page show CSWP Show DT Show security trimming

Drew’s Random Tips From the Field Microsoft Ignite 2015 11/15/2018 11:28 AM Drew’s Random Tips From the Field You can filter views using [Me] and [Today] Put your scripts into a file and reference them via a content editor web part Take advantage of calculated columns and list validation When editing a view, if there is a web part on another page it will NOT update that web part If you modify a view within a web part it will only be done within that web part There is a hidden User information list on each site collection Use SP groups to audience target web parts JSLink for web parts (not available in modern experiences) © 2015 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Help Contribute & Stay Informed! Microsoft Tech Community 11/15/2018 Microsoft Tech Community https://techcommunity.microsoft.com Office 365 Roadmap https://fasttrack.microsoft.com/roadmap Office Blogs https://blogs.office.com/ Office 365 Admin Center – Message Center https://portal.office.com/AdminPortal Books Search Queries Explained – Mikael Svenson https://www.amazon.com/SharePoint-Search-Queries-Explained-writing-ebook/dp/B00RO84UBQ/ref=asap_bc?ie=UTF8 Office 365 for IT Pros http://exchangeserverpro.com/ebooks/office-365-for-it-pros xxxx Help Contribute & Stay Informed! © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11/15/2018 Questions? Email: dmadelung@concurrency.com Twitter: @dmadelung Website: drewmadelung.com Slides: http://bit.ly/DrewSlides © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Essentials for the SharePoint Power User 11/15/2018 Essentials for the SharePoint Power User SharePoint Saturday St. Louis 2017 © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.