Collaborating with UVM: The Obligatory PowerPoint Slide Stack J. Greg Mackinnon - “Microsoft Guy,” SharePoint Wrangler

What is SharePoint? Windows SharePoint Services v3.0 Web-based collaboration toolkit ◦ Document Libraries (Office Docs, Pictures, “Wiki”) ◦ Lists (tasks, links, calendars, announcements, contacts, discussions, “spreadsheets”) ◦ Surveys ◦ “Web 2.0 Stuff” (Blogs and Wikis) ◦ Most anything else you make it

Why Use SharePoint? “Only a Browser is Required” tool (cross-platform, too!) Access your content from anywhere Secure – NetID authentication, granular access controls Powerful indexing/search features integration – -enabled lists/libraries and alerts Integration with MS Office Suite Tools arsenal: ◦ SharePoint Designer (Formerly FrontPage) ◦ Windows Live Writer ◦ MS Outlook 2007 ◦ MS InfoPath ◦ MS Groove

History of UVM Summer 2004 – SharePoint Services v2 setup as a “demo” Spring 2005 – CTL staff assist faculty in setting up project sites, thus making SharePoint “production” – Service usage increases slowly, with about 50 sites in active use. Jan 1, 2007 – sharepoint.uvm.edu upgraded to v3, usage triples in one year. Summer 2007 – RADEditor from telerik.com added to improve support for Firefox and Safari browsers Today – Over 200 sites created

Cast of Characters The Helpline: Steve Cavrak and the CTL: Roger Bombardier and Client Services: Greg Mackinnon and SAA

Demo: Creating a Site Understand “site administrator” rights and responsibilities Define URLs Understand site templates

Demo: Managing access rights to your site Understand site permissions Enable anonymous access Add and remove users/groups from your site

Demo: Working with Document Libraries Enabling and configure Document Versioning: ◦ Configure retention settings Look at check-in/check-out settings Touch on Content Approval Upload/Download Explorer view (drag/drop)

Demo: Managing Web Part Pages Add and remove Web Parts from the default page of a Team site Modify Web Part settings – frames, list views Modify the Quick Launch bar Create additional Web Parts pages

Demo: Creating and Customizing Lists Create a list Define Columns Create Views Edit in “Datasheet View” (Excel Required) Export to Excel

Demo: Working with the Editor Get Help! Cut and Paste Manage Images Edit Raw HTML Go Full Screen (F11 Key)

Demo: Working with Wikis and Blogs Demonstrate Wiki libraries vs. Wiki sites Create a Wiki Library Manage wiki documents Post to a Blog

Demo: Edit SharePoint content with external tools Connect to a site collection using SharePoint designer Edit Web Parts and Content pages with SharePoint Designer Post to a Blog using Windows Live Writer:

Demo: Publishing your content RSS/ATOM feeds Mobile access Americans with Disabilities Act

Red Light Tweak your site “to within an inch of its life”. Install web parts and site templates from un- trusted sources. Create “tons” of sub- sites under your top- level site collection (limit to five or six). Suffer in silence

Yellow Light: Use SharePoint Designer to create workflows for your documents. Experiment with Groove and Outlook as SharePoint clients. Integrate content from external sources (http, xml, databases)

Green Light: Experiment with site creation and customization using “out of box” templates. Use “Document Versioning” (not the default). Use Excel and Access to connect to SharePoint. Complain to management. Ask questions on: Ask your IT support staff to join the CAMPUS domain.

Side Note: CAMPUS Active Directory Services Free personal and shared storage with “Offline Files” access. Network printer management/driver distribution NetID-based workstation login Pass-through authentication for SharePoint Seamless integration between SharePoint and Office 2003/2007 See:

Common Problems (…and solutions) Invalid Username or Password: ◦ Reset your UVM NetID password ◦ Prefix your login ID with “CAMPUS\” ◦ -or- Join your computer to the “CAMPUS” domain!

On the Horizon Improvements in Backup and Restore capability. “Rad” Editor upgrade Enhanced Blog/Wiki Edition: External authentication options? (Windows Live ID, Shibboleth?) Microsoft Office SharePoint Server????

Additional Resources The “?” Button Google Amazon.com – tons of books on SharePoint are available see the “Links Library” UVM Mailing List:

Get these wonderful slides… See the “Presentations” link at: