1. SharePoint 101 – Back to Basics
Donald Donais
March 14th, 2018
SharePoint 101 – Back to Basics
Brian Caauwe

2. Happy
Day

3. Brian Caauwe Manager at Avtex
Technical Editor: Professional SharePoint 2013 Administration
Certifications
MCM: SharePoint Server 2010
MCSM: SharePoint
Fun Fact:
Hasn’t missed an opening day at Target Field

4. Agenda

5. 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

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

7. 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

8. 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

9. Upcoming Schedule Next Meeting Ongoing Schedule April 11th, 2018 – TBD
Microsoft Technology Center, Bloomington, MN
Check for updates!
Ongoing Schedule
2nd Wednesday of every month
9:00 to 11:30 am
Microsoft Technical Center – Edina

10. Local and Online Events
Microsoft Planner AMA – March 14th, 11:00am – 12:00pm
Office 365 MN User Group – March 19th, MTC
Productivity Hacks to Save Time & Simplify Workflows – March 21st, MTC
Dashboard in a Day – March 22nd, MTC
Minnesota Nintex User Group – March 22nd, Building 7650, Suite 330
SharePoint Fest D.C. – March 26th – 30th, Washington D.C.
App in a Day – April 4th, MTC
SharePoint Saturday – Twin Cities – April 14th, Normandale Community College
SharePoint Conference North America – May 21st – 23rd, Las Vegas, NV (Discount Code HAASE or SUNDET)
Anything Else?

11. SharePoint Saturday Twin Cities
When
Saturday April 14th
Where
Normandale Community College
Call to Action
Register:
More Information:

12. News and Updates

13. SharePoint Framework v1.4.1
Posted 02/15/2018
Improved Graph support
AadHttpClient
MSGraphClient
AadTokenProvider
Additional Support
Node v8
npm v5
More Information:
AadHttpClient - is used to perform REST calls against an Azure AD Application, for example 3rd party WebAPI hosted in Azure.
MSGraphClient - is used to perform REST calls against Microsoft Graph. The Microsoft Graph JavaScript client library is a lightweight wrapper around the Microsoft Graph API. This class allows developers to start making REST calls to MSGraph without needing to initialize the the MSGraph client library.
AadTokenProvider - This class is an internal class used by AadHttpClient and MSGraphClient to obtain OAuth2 tokens from Azure AD. Although the class is currently marked as public, we are planning to change it as internal.

14. SharePoint Online Page Author Satisfaction Survey
Posted 02/16/2018
Roll out end of February
Authors prompted after publishing
Repeated every 90 days after
Message Center:

15. OneDrive – Shared by Me Posted 02/21/2018 Targeted Release early March
End of March completion
Only available on web
More Information:
Support Documentation:

16. SharePoint Dev Special Interest Group Call
Recorded 02/22/2018
Hub Sites
General Experience
Creating Hub Site
Associate to Hub Site
Batching Graph Requests
More Information:

17. SharePoint Online Management Shell - Update
Posted 02/23/2018
New Cmdlets
Hub Sites support
Apply Site Design
Set Theme
More Information:
Download:

18. External User Sharing Changes
Posted 02/24/2018
Starting March 23rd
Effects
SharePoint
OneDrive
No longer seeing content shared by
Shared with Everyone
All Authenticated Users
All Forms Users
Message Center:
Support Documentation:

19. Microsoft Teams “Plans” – Available in Planner Hub
Posted 02/26/2018
Already rolled out
Plans created through teams visible
Message Center:

20. Microsoft Teams – Guest Access Support
Posted 02/28/2018
Tenant level setting
No longer restricted to B2B setup
Interactions
Chats
Meetings
Documents
more
More Information:
Support Documentation:
Video demo:

21. Microsoft Teams – February Update
Posted 03/01/2018
Chats
Share chat history
Mute chat
Quick Reply
Restore Channel
Mobile Updates
More Information:

22. PowerApps – Add Attachments to SharePoint List Items
Posted 03/06/2018
Attachments Upload Control
Add and Remove
SharePoint List Support Only
10MB file limit
More Information:

23. Microsoft Teams hidden from Outlook
Posted 03/07/2018
Default Setting
Estimated Release – March 2018
Tweet:

24. SharePoint Online Hub Sites
Posted 03/08/2018
Target Release – Late March
General Availability – mid-May
Message Center:

25. Terminology

26. What is SharePoint?

27. Online Portal Collaboration Intranet Business Processes Server
Content Service
Online
File Repository
Business Processes
Collaboration
Intranet
Portal
Search Engine
Server
Development Platform
Community
Extranet

29. Features

30. Services
Excel
User Profile
Search
Managed Metadata
Etc
SharePoint Structure
Web Application / Tenant
Site Collection = Collection of Sites
Site = a.k.a. web = Collection of Lists
Modern (Team / Group, Communication) vs. Classic (Team, Blog, Publishing, etc)
List = Collection of Items (Document library, Calendar, Task List, all different types of lists)
Lists have fields for categorization of content and views for default categorizations
Modern (Custom, Library, Announcement, etc) vs. Classic (Tasks, Calendar view)
Items = Collection of Metadata (Documents, Pages are types of Items… as are Folders)

31. Anatomy of a Site

32. Lists

33. Anatomy of a List

34. Content Types ID Columns Policies Workflows Templates
Content Types – always have some sort of content type
Templates
Content Types

35. Creation
Site / Web
Site Collection
Content Type Hub
Content Types

36. Fields Display Name vs. Internal Name Types All have different options
Visibility
List Column
Content Types
Fields – Text, Choice, Date, Person, URL, Managed Metadata, etc.
Fields

37. Fields Creation List / Library Site / Web Site Collection
Content Type Hub
Fields

38. Fields

39. Classification
Red
P100D
Tesla
4 Doors
Model S
Car

40. Classification Type Car Make Tesla Model Model S Package P100D Color
Red
Doors
4 Doors

41. Views Classic Views Ribbon Interaction Options Columns Sorting
Filtering
Grouping
Totals
Folders
Views
Views – Sorting, Grouping, Filtering, Fields

42. Views Modern Views Classic+ Action Bar Grouping Filters Pinning
List vs. Tiles
Modern Integrations
Flow
PowerApps
Views
Views – Sorting, Grouping, Filtering, Fields

43. Forms Classic Forms SharePoint List Have Built In Form
Display All Columns Associated to the List or Content Type
Multiple Content Types == More Functionality
Very Simple Features
Customize with XSLT
Forms – Display, Edit, New .. PowerApps, InfoPath
Forms

44. Forms Modern Forms Inline Edit Display All Columns Bulk Updates
Customize with PowerApps
Forms – Display, Edit, New .. PowerApps, InfoPath
Forms

45. Settings Versioning Documents and Items Major and Minor Versioning
Limit # of Versions Kept
Check-Out
One Contributor at a Time
Allows User to be Notified When Checked In
Content Approval
Built In mini-Workflow
Owners/Approvers Approval Needed
Settings
Check in / Check out
Versioning (Major / Minor), Draft Item Security
Content Approval
Item-level permissions
Folders
Search
Settings

46. Settings Item-level Permissions Read Access Create and Edit Access
Column Default Values
Folders
Allow creation or not
Search
Hide from index
Settings
Item-level permissions
Folders
Search
Settings

47. They still have a purpose
Permissions
Default Metadata
Throttling
Folders

48. Workflows Classic Workflows Out of the Box Workflows
Minimal Configuration
Very Focused Workflows
Example: Approval Workflow
SharePoint Designer Workflows
More Complicated Workflows
Allow Step by Step Definition
2010 & 2013 Differences
Workflows – On Item Create / Change / Manual … Flow

49. Workflows Modern Workflows Microsoft Flow Templates SharePoint Actions
Other SaaS services
Workflows – On Item Create / Change / Manual … Flow

50. Pages

51. Anatomy of a Page - Classic
Layouts
Zones
Web Parts
App Parts
Pages

52. Anatomy of a Page - Modern
Sections
Columns
Client Side Web Parts
Pages

53. Break
BREAK :: 10:30 – 10:40

54. Permissions

55. Groups

56. Inheritance
Site
List
Folder
Item

57. Inheritance Can Be Broken At Any Level
Breaking Inheritance
Can Be Broken At Any Level
Parent Changes Are Not Reflected in Child

58. Full Control
Levels

59. Edit
Levels

60. Contribute
Levels

61. Read
Levels

62. Search

63. Crawled Property ALL crawled metadata available into Categories Basic
Business Data
Document Parser
Internal
Mail
MetadataExtractor
Notes
Office
People
SharePoint
Tiff
Web
XML
Category Examples
Basic – Basic:16  LastModifiedTime or DAV:contentclass  contentclass
Business Data – Mapped from the BCS … EntityName & EntityNamespace includes fields from ReadList Operations
Document Parser – Author and FileType
Internal – Yet another set of Author properties
Mail – If crawling Exchange
MetadataExtractor – Extractor properties for Title and Author
Notes
Office – Embedded MSFT Office document properties such as Office:2  Title
People – SharePoint User Profile Properties INTERNAL names
SharePoint – ALL list / library columns follow pattern of ows_InternalName
Tiff – N/A out of the box
Web – Used for crawling external web sites
XML – N/A out of the box

64. If it’s not a managed property, you can’t use it in search
Identify what you can do with it
Searchable
Queryable
Retrievable
Allow Multiple Values
Refinable
Sortable
Safe for Anonymous
Map one or many crawled properties
Managed Property Settings
Searchable – Add values of this property to the full text index. Can find information on this property without needing to do keyword based searching
Queryable – Do you want to be able to use this property in keyword based searches (e.g. propertyname:”value”)
Retrieveable – Do you want to use this property in Display templates
Allow Multiple Values – Is there a potential that this property may have multiple values
Refinable – Do you want to be able to setup a refiner for this property (if used, also needs to be Queryable)
Sortable – Do you want to be able to sort on this property
Safe for Anonymous – Can this property be used / seen from an anonymous user
Managed
Property

65. Managed Property Configuration Options
Service Application (Central Administration)
Tenant (SharePoint Online Administration)
Site Collection (Site Collection Administrators)
Site (Site Owners)
Configuration Options
Service Application – Full control… create, delete change all settings. Changes effect the ENTIRE farm
Tenant – Create new TEXT properties, add alias to existing properties. Changes effect the ENTIRE SharePoint Online Tenant
Site Collection – Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Service Application / Tenant Configuration
Site - Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Site Collection Configuration
Managed
Property

66. Web Parts Search Results Tuned for use in Search Center Paging
Alerting
Sorting
Advanced Search
Search Preferences
Promoted Results
Result Count
Language Dropdown

67. Web Parts Content Search Requires Enterprise
Tuned for use OUTSIDE Search Center
Override Property Mappings
Use with MULTIPLE web parts
Limited set of Display Templates

68. Web Parts Highlighted Content Modern Only Filtering Tokens Sorting
Layouts
Successor to Content Search web part
Client side web part only available in modern
Initial source based on “base content types”
Additional filters from select items + managed properties
Filter on [Me] for person
Filter on [Today] for date filters
No visual customizations

69. Classic Search Center Utilizes SharePoint Sources Customizations
Everything
People
Conversations
Video
Customizations
Display Templates
Result Sources
Result Types
Query Rules

70. Modern Search Center Utilizes Microsoft Graph Sources
All
Sites
People
Files
Cannot customize*

71. Thanks for coming! Last But Not Least Please Fill Out Evaluations
Drawings for Giveaways
Online Participants Eval
Today’s Presenters:
Brian Caauwe
Thanks for coming!