1. 1 Getting Acquainted with SharePoint at Computershare in Shelton Carey Bates and Joan Thomas InfoDev, Shelton December 2005

2. 2 Agenda What is SharePoint? What is the Transcentive Information Portal? How about a Guided Tour? How do I Find…? What else can I do…Subscribe? How do I get Help? How can I Learn More?

3. 3 What is SharePoint? It’s much more than just a customizable collaboration tool… it’s a portal! You can… –Share information –Create discussion boards –Post announcements –Store documents –List contacts

4. 4 What is the Transcentive Information Portal? It’s much more than just an Intranet site… It’s a global information site for all of our groups: Development Front Desk HR Infodev IT NACT Dev Sales Production Project Management Quality Assurance Training World Records BTA

5. 5 A Place to Call Home A guided tour of the Transcentive Information main portal page: http://nact.americas.cshare.net/Dev/Information%20Development%20-%20Transcentive/ Navigation links Help Departmental pages Global sites

6. 6 Basics for Browsers A guided tour of the InfoDev subweb page: –Navigate the portal page and subweb pages –Determine your user role (security level) –Subscribe to a Document Library folder for updates –Get access to more features

7. 7 Guided Tour of Customized SharePoint Sites Development Project Management Information Development (InfoDev)

8. 8 Guided Tour of Custom “Front End” Pages HR BTA Front Desk

9. 9 How Do I Find… Let’s see how we can really use the portal to find: Release Notes for TWP 3.67 Time zone table for Australia Solutions Central Training materials for TWP on handling taxes Reserve the 5 th floor Training room BTA’s next birthday celebration

10. 10 User Roles and Rights for SharePoint Roles: –Administrator –Advanced Author –Author –Contributor –Browser All AMERICAS\Domain users are set to Browser by default. TIP: To change your role, contact the person whose name (email link) appears on the page you want to modify.

11. 11 Browsers & Contributors Can… View announcements, events, documents, etc. View Contact information (usually appears in Quick Launch) Contributors can also see and participate in Discussion Boards Subscribe to a document library for automatic updates via email

12. 12 Subscribing to a Document Library Anyone can subscribe to a document library. The system will automatically send you an email when a new document is added or modified. To unsubscribe, click the link in the email that you receive.

13. 13 When you log on, access different pages or attempt to post information, you may be required to authenticate yourself. TIP: If you see this authentication box and can’t log in, then you may not have the right to edit or view the page. SharePoint Security―All Users

14. 14 You Can Get More Out of SharePoint Have a Site Administrator make these changes for you: Create an Announcement, Event Notice, etc. Upload, update, and delete files from a Document library. Customize a view (change how the page looks, add links, descriptive columns, lists, etc.). Create a discussion board for any topic. Or, upgrade your security status (temporarily or permanently) so that you can perform the changes yourself!

15. 15 How Do I Get Help? For one-on-one help with SharePoint issues, contact your department site administrator, for example: –Development: cynthia.gaffney@computershare.comcynthia.gaffney@computershare.com –IT: adam.rybczyk@computershare.comadam.rybczyk@computershare.com –Infodev: carey.bates@computershare.comcarey.bates@computershare.com –List of ALL current Computershare SharePoint Administrators (July 2005*): http://allct.oceania.cshare.net/SharePoint/Introduction/Forms/Administrators.htm http://allct.oceania.cshare.net/SharePoint/Introduction/Forms/Administrators.htm

16. 16 How Can I Learn More? Find links to SharePoint resources and a SharePoint library on InfoDev’s site: http://nact.americas.cshare.net/Dev/Information%20Development%20- %20Transcentive/InfoDev/ http://nact.americas.cshare.net/Dev/Information%20Development%20- %20Transcentive/InfoDev/ Review these Microsoft tutorials online: Intro to SharePoint Features: http://office.microsoft.com/en-ca/assistance/HA011425981033.aspx http://office.microsoft.com/en-ca/assistance/HA011425981033.aspx Taking a tour of a SharePoint site: http://office.microsoft.com/en-ca/assistance/HA011404991033.aspx http://office.microsoft.com/en-ca/assistance/HA011404991033.aspx

17. 17 Questions? How many people are going to create an IE Favorite for the Transcentive Portal page? Who can show me how? What new SharePoint tips have you learned today? –Subscribing to a Document Library –Finding a Time Zone table If you get “lost” navigating in SharePoint, can you find your way back using Home or the URL?