1. SharePoint Tips and Tricks
Donald Donais
September 14th, 2016
SharePoint Tips and Tricks
Introductions :: 9:00 – 9:15
Donald Donais

2. Agenda MNSPUG Information Office Roadmap Updates
SharePoint Tips & Tricks
Being More Productive
BREAK
Displaying & Organizing Your Information
Best Practices with Site Design
Giveaways

3. User Group Goal / Objectives
Develop and support a local community focused on Microsoft SharePoint Technologies
Educate user group members about SharePoint Technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions

4. MNSPUG Sponsors Dedicated Sponsors Annual Sponsor
Avtex (
Microsoft (
Atomic Data (
K2 (
SharePoint User Group Support
Sponsorships Levels:
Gold Sponsorship - $500
Silver Sponsorship - $250
Wrox Press ( O’Reilly (

5. MN SharePoint Users Group Website
SharePoint Resource Documents
SharePoint Resource links
RSS Feeds
Meeting Schedule
Past User Group Presentations
Past User Group Recordings
Sponsorship Information

6. Social Networking
Linked In group – The most interactive… includes job postings…
Post Job Posting on the Jobs Discussion page
Twitter tags and #MNSPUG
Yammer – Minnesota SharePoint Users Group

7. Be part of the Ignite recap panel
Upcoming Schedule
Next Meeting
October 12th, 2016 – TBD
Avtex Offices, Bloomington, MN
Check for updates!
Ongoing Schedule
2nd Wednesday of every month
9:00 to 11:30 am
Microsoft Technical Center – Edina
Are you going to Ignite?
Be part of the Ignite recap panel

8. Local and Online Events
Minnesota Women in SharePoint – September 20th, at Avtex in Bloomington
“Increasing your effectiveness through candor and accountability”
Microsoft Ignite – September 26th – 30th at Atlanta, GA
IT / Dev Connections – October 10th – 13th at Las Vegas, NV
Minnesota SharePint – October 25th, 5:00-7:00 p.m. at JJ’s Club House in Golden Valley
SharePoint Saturday Twin Cities – October 29th at Bloomington, MN
Registration is OPEN -
Anything Else?

9. Evaluations & Giveaways!

10. Office Roadmap Updates
Office Blogs
Release History and Roadmap

11. Office Roadmap – Office Blog Updates
Office 365 Group Access
Today: Add guests from OWA
Guest login REQUIRED
Full access to ALL group content
Guests can access through
Mobile App
Web

12. Office Roadmap – Office Blog Updates
Office 365 Usage Reports
SharePoint Online activity report
File counted “active” on:
Created
Modified
Deleted
Shared
Synced
OneDrive activity report
What users are using it
How many files are active
What users “sync”

13. Office Roadmap – Office Blog Updates
New capabilities in SharePoint Online team sites + Groups integration
Rolling out to First Release
Team site pages (Responsive)
New Group FULL team site
with-office-365-groups/

14. Office Roadmap – Office Blog Updates
Yammer adds mobile application management
Updates for iOS and Android Apps
Utilizes Intune
Apply Policies
Require PIN
Limit data sharing
Remote data whiping
through-intune/

15. Office Roadmap – SharePoint Updates
Launched
SharePoint API partial file upload support
SharePoint Home
Site Activity and Insights
Rolling Out
Modern Team Sites plus Office 365 Groups integration
Site Collection storage limit increase - 25TB
In Development
SharePoint mobile app for Android and Windows
Client-side web part for existing SharePoint pages
Modern Lists experience
SharePoint Framework
Webhooks on SharePoint Document libraries

16. SharePoint Tips and Tricks
TIMING [10:30 – 10:45]

17. Donald Donais SharePoint Design Engineer – Ameriprise Financial
Family: Kelli (Wife), Mackenzie (15), & Mitchell (11)
LinkedIn:
Blog:
Drummer: When I am not working!

18. Being More Productive
TIMING [10:30 – 10:45]

19. Connecting to Outlook SharePoint Content Connected Into Outlook
Calendars, Tasks, Contacts and Documents
Based on SharePoint Permissions
Update Content in Outlook Syncs to SharePoint

20. SharePoint Views Views Very Powerful Tool
Create View to Display Checked Out Documents
Filter by Checked Out To = [Me]
Default View = First View
Make Default View Based on Useful Information
Group By = Grouping Like Content Together
Show All Items Without Folders

21. Datasheet View or Quick Edit
SharePoint Datasheet View
SharePoint 2013 Quick Edit
Edit The Columns Within That View In The Browser
Can Use Excel Features Such as Cut, Copy, & Paste or Quick Fill
Can also Copy and Paste from Excel

22. Don’t Email an Attachment
a Link (SP 2010)
Created Link Directly to Document
Hover Panel Copy URL (SP 2013 & SPOL)
Office Products in Backstage

23. Search Wiser, Not Better
Cats
Dogs
Cats Not Dogs
SharePoint Search Can Use Boolean Operators
This Includes:
And - Narrow Search Results
Or – Expand Search Results
Not – Narrow Search Results
Wildcards Used at End of Word
Example Com*= Computer, Commuter, Communist, etc.
Double Quotes = Find the Exact Phrase
Cats
Dogs
Cats And Dogs
Cats
Dogs
Cats Or Dogs

24. Demo Connecting Outlook Checked Out Quick Edit Document URL
TIMING [10:30 – 10:45]

25. Break Time
TIMING [10:30 – 10:45]

26. Displaying & Organizing Your Information
TIMING [10:30 – 10:45]

27. Folders Can Help – Only When You Have To!
Most Organization Live and Die on Folders
Folders Can Be Used For:
Permissions
Storage for Large Libraries
Folders Also
Increase the Length of the URL
Time Consuming To Get In and Out
Another Level of Permissions Nightmares
Need to Ease the Pain of Using Views
Create Admin View to Upload Into Folders
Everyone Else Sees the Non-Folder View Using Group By

28. Column Default Value Settings
SharePoint 2010 & 2013
Sets Default Value On a Folder
Documents Tagged Automatically with Default Value
Create Admin View to Add Content
All Other View -

29. Use Group By to Easily Display Content
Before
After

30. Tools for SharePoint Permissions
Check Permissions
Check Permissions for User or Group
Found Site, Library/List, Document/Item Permissions
Show Uniquely Secured Content
A.K.A. – Broken Inheritance
Links to Areas That Have Unique Permissions

31. Demo Column Default Value Settings Troubleshooting Permissions
Setting Up Group By
TIMING [10:30 – 10:45]

32. Design
TIMING [10:30 – 10:45]

33. URL vs. User Friendly Addresses
URL Friendly Address
Refers To The Address Bar
A “Space” = %20 – A Slash “/” = %2
General Rule: No Spaces, Special Characters, Capital Letters
Address Bar Can Only Hold 256 Characters – Make Them Count
User Friendly Address
Refers To What End Users See
Utilize Spaces and Capital Letters
Creating Lists, Libraries, Views, Content Types, Columns
Step 1: URL Friendly Address
Step 2: Change to User Friendly Later
Only Exception – Sites Give Option for User Friendly and URL Friendly

34. Local Navigation Changes
Local Navigation/Quick Launch/Left Hand Navigation
Used to Display More Content Than Home Page
By Default Organized by List, Library, Pages, and Recent
Best to Use Headers to Aggregate Content
Best When Using Publishing Features
Options Include
Site Settings > Look and Feel Section > Navigation
Add Heading
Moving Links
Hiding Links
Add Link

35. Home Page Content Typically See Too Much or Too Little Content
Most Important Goes Upper Left
Least Important Bottom Right
Content Should Scroll Down More Than 1 ½ Pages
Use Quick Launch to Add Other Lists/Libraries

36. SharePoint Default App Views
Create A New View And Add Web Content To Page
Adding Content Editor Web Part To List/Library View Hides Ribbons
2007 Menu Disappears In Library/List
2010 & 2013 Ribbon Disappears Library/List
Alternatively, Create New Page in Site, Then Add Content & List View Web Part

37. Web Parts Close vs. Delete
Closing Web Part
Web Part is Still Running In Page Background
Delete Web Part
Removes Web Part From The Page Permanently (No Recycle Bin)
Primarily with Publishing Pages – Which Have Web Part Zones
Allow You To Close and Delete
Web Part Maintenance Page
Allows Closed Web Parts To be Managed

38. Demo Adjusting Local Navigation Default App View
Web Parts Close vs. Open
TIMING [10:30 – 10:45]

39. What Are Your Tips & Tricks?

40. Thanks for coming! Last But Not Least Please Fill Out Evaluations
Drawings for Giveaways
Online Participants Eval
Today’s Presenters:
Don Donais
Thanks for coming!