2. SharePoint Essentials Toolkit
Today’s Topic: “Demo and Q&A”
Presented By:
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3. About Me <Your Name>
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4. WHAT WE’LL COVER TODAY About Us What is SharePoint Essentials Toolkit?
Product Overview (components)
Use Cases
Live Demo
Licensing
Questions & Answers

5. ABOUT US Why Us? 2012 – Company Founded in Jersey City, NJ USA
2012 – Started Development SharePoint Broken Link Manager
2013 – Started Development of SharePoint Essentials Toolkit Suite
2014 – New components added to Suite
2015 – Customers doubled from previous year and in thousands
2016 –4.5/5 star review by SharePointReviews.com
2016 – Recommended by SharePoint MVPs

6. What is SharePoint Essentials Toolkit?
Why would I use it?

7. What is SharePoint Essentials Toolkit?
Windows Client .NET application
Designed for SharePoint Site Owners & Site Administrators
Creates SharePoint Administrative Reports
Permission, Link, and Content Management
Automated Reporting
Schedule Exports to SharePoint

8. PRODUCT OVERVIEW Platforms SharePoint 2010 SharePoint 2013
Office 365
Key Features
No Server Install, No Database Install
Simple setup
Share Reports (to SharePoint)
Schedule Report Creation
Export to Excel/PDF/MS Word/SharePoint

9. Why use it? What can it do for me?
Use Cases
Why use it? What can it do for me?

10. USE CASES? SharePoint Administrators have limited toolset to get:
Permission Reports
Content Reports (such as old files or Lists)
Broken Link Reports
Move Content (and keep version history)
Manage Permissions
Fix Links Automatically after moving content
Clean up SharePoint

11. using SharePoint Essentials Toolkit? Here are some examples…
What can I Clean Up?
using SharePoint Essentials Toolkit?
Here are some examples…
LIAM:

12. ITEM CLEANUP (Files, Pages, items)
Query & Report on items/files/pages across multiple sites
Old and Large files
No Checked In State
All Web Pages reports
Items belonging to content types
Bulk ‘Take Ownership & Check-in’
Bulk Delete across Sites
Bulk Archive (coming soon)
Find by Regular Expression
Find by Simple Keyword (also reports on matches within file contents and metadata)
Set to Hidden
Bulk Delete/Recycle
Find items with missing metadata
Find Error Web Parts
Find Pages with Specific Web Parts
many more ‘item’ clean up options
1 min on this page
Do not need to read each one here, but we can identify a few here that are useful.
These can all be done with the Item Query tool
“Here are some of the many clean up options you can do with the toolkit. Three of my favorites are xx, xx and xx”
“It builds reports across subsites and site collections, and you can easily export each to MS Excel and also to SharePoint for your peers to review”
“I am skipping over these here but you can see them all from the recorded video which will be posted online, the URL will be at the end of this webinar and you will get an to book a webinar session to get a look deeper at this tool next week”

13. SITE & LIST CLEANUP Lists Clean up Old Lists Clean up Unused Lists
Sites
Find Sites with incorrect settings, such as SharePoint Designer Settings, Master Page Settings, etc…
Bulk Fix Site Settings
Find Old Sites
Find Sites never modified
Auto append labels to Site Titles and Descriptions to help with cleanup
Bulk Delete Sites, more..
Lists
Clean up Old Lists
Clean up Unused Lists
Bulk Fix List Settings
Bulk Fix List Versioning
Set to Hidden
Bulk Delete/Recycle
Auto append labels to List Titles and Descriptions to help with cleanup
1 min on this page
Do not need to read each one here, but we can identify a few here that are useful.
These can all be done with the Site Audit component
“Again, we see many clean up options using the toolkit. Three of my favorites are xx, xx and xx”
“I recently used the permissions cleanup last week, which worked great and I will show you that next.”

14. PERMISSIONS CLEANUP Comprehensive User Permission Reports
All AD Group Permissions and where they are assigned
All Individual User Permissions and where they are assigned
All Uniquely permissioned Sites/Lists/Items reports
Many more permission clean up reports/actions…
Bulk Fix Permissions
Cleanup External User Access
Users granted access directly
Items & Folders with Unique Permissions
Bulk Change Account/Group Permission Levels
Temp Assign Permissions
1min

15. Product Details Site and List Auditing Site & List Total Size
Version Data
& Settings
Here I want to see ALL Lists with Unique Permissions (Drag and Drop)
Personalize by Drag & Drop
Across different sites
Scheduled Export of Reports to SharePoint
Site and List Auditing
Site & List
Total Size
Recycle Bin Size
Settings
Version Size
More…
Reports are:
Simple to Validate
Easy to Group/Filter Results
Easy to Personalize (Views)
a Snap to Share & Send to Colleagues

16. Product Details Permission Manager Site, List Folder & Item
I will Drag & Drop this Column
This Shows a Report on
“Mark Powers” access
Across ALL Sites I Manage
Product Details
Shows how the User got Access
Group By ‘Scope’ (Types of ‘things’ user has access to)
Simple to validate
Shows access across Sites & even Farms
Permission Manager
Site, List Folder & Item
Permission Information
Permission Inheritance
Who has Access
Simple to Validate
Group/Filter as Needed
Personalize Report Views
Share/Send to Colleagues

17. PRODUCT PREVIEW
Quick look at the tool

18. Home Page Dashboard
Sites Managed
Site Info

19. Broken Link Report
“Demo NYC” Site
Select View
Shows Error Code
Shows Link Found
Where is the link

20. Features – Sample Graphical Report

21. LIVE DEMO

22. LICENSING Licensed Per Seat / Named User
OR Enterprise Concurrent (Floating) User licenses
Annual Subscription
Includes Premium Tech Support (unlimited phone & )
Includes Software Assurance (all updates, major releases, fixes and new features)

23. Anything we can help with?
QUESTIONS & ANSWERS
Anything we can help with?

24. Visit us here: https://qipoint.com
THANK YOU!
Visit us here:

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