1. SharePoint 2010 – SharePoint 101
By: Toby McGrail Sr. Software Engineer
SharePoint 2010 – SharePoint 101

2. Agenda Introduction SharePoint 2010 Overview
Publishing Sites and Team Sites Overview
Mysites Overview
Master Pages and Master Page Libraries
Editing Publishing Site
Editing a Team Site
Overview of Site Collections, and Sites
Lists and Libraries
Workflows, Office Intergration, Forms and Other SharePoint OOB Features
Levels of Security and Access
Questions?

3. Introduction
My name is Toby McGrail and I have been a Senior SharePoint Administrator over the last three years however been deeply involved in SharePoint for 8 years and counting.
Outside of SharePoint I have balanced lifestyle that includes my family, friends, and Fitness. Fitness and SharePoint are my passion.
Over 20 years IT Experience

4. SharePoint 2010 Overview Core Features
SharePoint 2010 is loaded with many functions and features that are as follows: Site Collections – A group of sites that include lists, libraries, data and much much more
Sites - A place to store a teams documents, announcements, files, important data to be shared in one universal location
Lists / Libraries – The exact place where you store information such as documents, business data, announcements, newsletters and much much more.
Web Parts - Is a snapshot of information that can be rolled up depending on business and functional needs.
Pages – A place to put specific information in one place as well as the main site.
Alerts – To be automatically notified on workflows, if information on a site is added, changed or removed.
Versioning – To have past copies kept and updated for things such as policies, procedures and much more.
Metadata - Metadata is data about the data. A way to tag documents, search for information and much more.
Workflow - A way to automate procedures and requests
Security – We live in a day and age where it is vital to our business

5. Publishing Site Overview
What is a SharePoint Publishing Site?
The SharePoint Server Publishing Infrastructure feature provides publishing functionality at the site collection level, and the SharePoint Server Publishing feature provides publishing functionality at the site level. The subset of features contained in each of these primary features is collectively known as “publishing features.” Publishing features are all the features that are part of a preconfigured publishing site or that are added when publishing is enabled at the site collection and site level. When publishing is enabled, all publishing features are automatically enabled.

6. Team Site Overview What is a Team Site?
It is commonly known as a Team Collaboration site that uses the OOB Team Site Template.
A site collection to support authoring and collaboration tasks. Often, this kind of site includes collaborative content that is not published but only used internally.
For example, a team collaboration site collection might contain a site for each team in your organization to use to plan projects, coordinate tasks, record meeting notes, and store team documents.

7. MySites Overview What is a Mysite?
My Site is a personal site that gives you a central location to manage and store your documents, content, links, and contacts. My Site serves as a point of contact for other users in your organization to find information about you and your skills and interests. Content providers can use My Site as a method of customizing the information they present to users.

8. Master Pages and Master Page Libraries
For Master Pages to work the Publishing Feature needs to be turned on.
All Master Pages are stored in the Master Page Libraries and must be checked out and Published in order to work properly.
Master Pages use the SharePoint Object Model
SharePoint Uses the Site Master Page and the System Master Pages as well as the Alternate CSS

9. Editing a Publishing Site
One of the first tasks you want to perform in a new SharePoint 2010 publishing site is to create new web pages or edit the pages provided in the site template. Pages in a publishing site are created automatically in the Pages library. This library is preconfigured with approval workflows.
You can create new publishing pages only in the Pages library. This means all your pages have the word Pages in their web addresses. There’s no way around this if you want to use publishing pages. You can create folders in the Pages library, which is useful if you have a set of pages you want to manage separately but don’t want to create a new subsite.
To create a new page in a publishing site:
Browse to the site where you want to create the new page and then choose Site Actions→New Page.
The New Page dialog box appears.
Enter a new filename for your page in the New Page Name field.
Any spaces are converted to a dash. Do not use spaces in your filenames.
Click the Create button.
SharePoint creates a new page and displays it in Edit mode.
You can edit pages by choosing Site Actions→Edit Page. Alternatively, browse to the Pages library any time you want to manage multiple pages.

10. Editing a Team Site
A SharePoint 2010 team site creates a home page that you can modify to better meet your team’s needs. You can add text or images, or display your announcements, tasks, or calendar items.
You must be logged into your site as a user with permissions to modify the site’s pages. That usually means you need to belong to the site’s Members group.
The site’s Members group has contribute permissions by default, which includes add, edit, and delete.
The home page of a team site is a wiki page. Wiki pages provide a richer content editing experience than Web Part pages.
To put the home page in Edit mode:
1.Browse to the home page of your team site and then click the Page tab in the Ribbon.
The Ribbon displays a set of editing options for the web page.
Click the Edit button in the Edit section of the Ribbon.
The page appears in Edit mode.
If you want to lock the page so no one else can edit it at the same time, click the Check Out button in the Edit section of the Ribbon before placing the page in Edit mode.
With the page in Edit mode, you can place your cursor anywhere inside the rectangular boxes in the page’s body to edit the content. For example, to change the default text that appears on the home page, with your page in Edit mode, do the following:
Place your cursor in front of the Welcome text.
Delete the placeholder text and type your new text.
Use the formatting options displayed in the Ribbon’s Format Text tab to apply changes to your text, such as changing the font and adding bullet points.

11. Site Collections and Sites Overview
A site collection is used to provide a grouping of 'SharePoint Sites'. Each web application will typically have at least one site collection. Site collections may be associated with their own content databases, or they may share a content database with other site collections in the same web application
A SharePoint Site is a collection of pages, site templates, lists, and libraries configured for the purpose of achieving an express goal. A site may contain sub-sites, and those sites may contain further sub-sites. Typically, sites need to be created from scratch, but sites can also be created according to packaged functionality. Examples of Site templates in SharePoint include: blogs, collaboration (team) sites, documents, and meetings.

12. Lists and Libraries
Lists and libraries are stored in SharePoint Sites. A List can be thought of as a collection of pieces of information — all of which (typically) have the same properties. This could be considered similar to a database table. For instance, you can have a list of links called "my links", where each item has a URL, a name, and a description.
Lists have many features such as workflows, item-level or list-level permission, version history tracking, multiple content-types, external data sources and many more features. Some of these features depend on the version of SharePoint that is installed.
SharePoint supports the creation of multiple views of a list or library, including Gantt chart and calendar views. Views can define columns to show, rankings, aggregation and establish criteria for inclusion in the list. Views can be personal or distributed to a group of users.
From 2007 on, lists also support item (document or record) level security permissions, where each list item can have a unique permission level. This feature can cause problems in viewing large lists and Microsoft recommends that for 2007 a list have no more than 1,000 unique permissions defined, and in 2010 that limit is 5,000.
A Library is a list where each item in the list refers to a file that is stored in SharePoint. Libraries have all the same behaviors as lists, but because libraries contain files, they have extra features. One of these is the ability to be opened and modified through a compatible WebDAV client (e.g. Windows Explorer).
Microsoft SharePoint comes with some pre-defined list and library definitions. These include: Announcement Lists, Blogs, Contacts, Discussion Boards, Document Libraries, External Content (BCS) lists, Pages, Surveys, and Tasks.
Some of these pre-defined lists have additional integration. For example, lists based on the contact content-type, and lists created using the calendar list template can be synced directly with Microsoft Outlook.

13. Security and Access
With anything on the cloud or on your local machines security is vital in this day and age. SharePoint has a fantastic security model and we could spend hours discussing it instead we will just go over the permission levels and inheritance.
By default all sites will inherit the same security as the site above unless you choose otherwise.
Now lets look at the different levels
Full Control – Full Control means you have access to do anything within the site
Design - Can view, add, update, delete, approve, and customize
Edit - Can add, edit and delete lists; can view, add, update and delete list items and documents.
Contribute- Can view, add, update, and delete list items and documents
Read - Can view pages and list items and download documents
Limited Access - Can view specific lists, document libraries, list items, folders, or documents when given permissions

14. Questions Do you have any questions? My Blog
Contact Information:
Toby McGrail –