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Managing and Using Microsoft SharePoint 2010

Managing and Using Microsoft SharePoint 2010 . b y John Liu. About Gerard Beckerleg. Senior Software Architect SSW since 2011 Specializes in ASP.NET Web Applications MVC 3 Microsoft SharePoint 2010 Scrum. Course Website. http://www.ssw.com.au/SSW/Events/ Course Timetable

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Managing and Using Microsoft SharePoint 2010

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  1. Managing and Using Microsoft SharePoint 2010 by John Liu

  2. About Gerard Beckerleg • Senior Software Architect • SSW since 2011 • Specializes in • ASP.NET Web Applications • MVC 3 • Microsoft SharePoint 2010 • Scrum

  3. Course Website • http://www.ssw.com.au/SSW/Events/ • Course Timetable • Course Materials

  4. Part A: SharePoint 2010 Sessions Part A SharePoint Concepts and Use

  5. Part B: SharePoint 2010 Sessions Part B SharePoint Configuration and Admin

  6. Assumptions • Using Windows 2008 R2 server • Running with IIS • Running SharePoint 2010

  7. Session 1: SharePoint 2010 Overview

  8. Agenda • What is SharePoint 2010? • Configuration vs. Customisation vs. Solution Development • Structure and Data • Portal Features • Workflows, Forms, Office Integration, and web content management (WCM)

  9. What is SharePoint 2010 • Application Platform • Based on ASP.NET 2.0 • Uses templates widely • Sites • Lists and Libraries • Controls and Web Parts • Workflows • Generates new instances of the templates on demand • Provides management and configuration tools

  10. Brief history in one slide • SharePoint v1 • 2003 • Windows SharePoint Server (WSS2) • Microsoft Office SharePoint Server 2003 • 2007 – rewrite on ASP.NET 2.0 • Windows SharePoint Services (WSS3) • Microsoft Office SharePoint Services 2007 • 2010 • SharePoint Foundation (WSS4) • SharePoint 2010 Server

  11. Many editions of SharePoint • SharePoint Foundation (free with Windows Server) • SharePoint Server Standard • SharePoint Server Enterprise • SharePoint On-Premise • SharePoint Cloud Hosted

  12. Built on SharePoint Foundation • SharePoint Server • Project Server • Team Foundation Server • Office Forms Server • Search Server 2008 • PerformancePoint

  13. Features of SharePoint • SharePoint Foundation – Collaboration, Business Data Connectivity • SharePoint Server Standard – Portal, Enterprise Content Management & Advanced Search • SharePoint Server Enterprise – Business Process & Forms, Business Intelligence, Advanced Business Connectivity features - Search

  14. Configuration vs. Customisation vs. Solution Development • No two SharePoint installations are the same • Configuration • via the management tools in the browser • Customisation • via SharePoint Designer • Solution Development • Primarily via Visual Studio, also via SharePoint Designer

  15. Configuration vs. Customization awesomeness Full ASP.NET Customization Custom Code/ Web-Parts Master page, page layouts, Web Parts Themes, CSS Out of the Box cost, time

  16. via Configuration • Create Web Part pages • Create Site Collections • Create Lists and Document Libraries

  17. via Customisation • Branding – custom themes and master pages • Create workflows • Modify list forms

  18. via Solution Development • Custom site and list templates • User Controls, Web Parts and Application pages • Advanced workflow • SharePoint services

  19. SharePoint Structure and Datahow does it all fit • Web Server (IIS) • Web Application • Site Collection • Site • Lists • Sub-site(s) • Web Application - SharePoint central administration site

  20. Site Collection • Based on a template • Consists as one top level Site and zero or more sub-sites • Acts as a unit for authorisation and entitlement • Can exist at the root of a web application, or under another site collection • Acts as the boundary for queries, rollups and aggregations with out-of-the box parts

  21. Hierarchy Example • Site Collection (mydomain.com) • the site collection contains all the Sites below • Site (mydomain.com) • the top level Site • Site (mydomain.com/HR) • a sub-site for human resources • Site (mydomain.com/IT) • a sub-site for development

  22. Partitioning with SiteCollections e.g. adding Finance to Web application above  • Web Application • contains the Site Collection above and this below • Site Collection (mydomain.com/Finance) • Site Collection for Finance • Site (mydomain.com/Finance) • top level Site for Finance

  23. Aspects of Sites • Users can create them • Have common SP look and feel • Deal with lists of information – the items in the list store the data • Sites are created and managed in SharePoint • They store documents and provide ways for users to work on them

  24. Some of the available types of SharePoint Sites • Team Site • Blog • Collaboration Portal (Standard) • Publishing Portal (Standard) • Report Center (Enterprise) • Records Center (Enterprise) • Search Center • More... download from MS

  25. Sites and Security • The Site Collection is a unit for permissions • A Site Collection has an owner • The Site Collection is a query boundary • The URL’s can be managed so the same URL could be for a Site Collection or a Site within a Site Collection

  26. Lists • Web Server (IIS) • Web Application • Site Collection • Site • Lists • Columns and Rows • Sub-site(s) • Web Application - extranet • Web Application - SharePoint central administration site

  27. List and Libraries • Provide the primary structural elements of a site • Conceptually similar to database table • Data can be rectangular or a mix of types (ragged) • Can be organised in hierarchy • Based on • A template • One or more content types • One or more fields • One or more views • The list template is an application in itself

  28. Document Libraries • A document library is a type of list with specific extension to support the operations on documents • Document libraries have features in common with lists • Versioning • Check Out – Check In

  29. List Views • Powerful feature to control the display of data in the list • Included columns • Order of columns in display • Order of items (sort) • Grouping • Filtering • View doesn’t affect data in the list

  30. List results display • Html • Datasheet (excel) • Calendar • Gantt • Access – is actually access, not SharePoint

  31. List Forms • All Items • Display • New • Edit • View Forms • List or document library specific • Form elements are dependent on the view • Forms can be customised to a limited extent

  32. Base List Types • Based contents on file “onet.xml” • Generic List • Document Library • Discussion Forum • Vote or Survey • Issues List

  33. SharePoint Foundation List Types - Documents • Document Library • Form Library • Wiki Page Library – special form for pages • Picture Library – special form for thumbnails

  34. SharePoint Foundation List Types- Communications • Announcements • Contacts • Discussion Board • Links

  35. SharePoint Foundation List Types- Tracking • Calendar • Tasks • Project Tasks • Issue Tracking • Survey

  36. List Types – SharePoint Server Additions • Standard • PowerPoint Slide Library • Enterprise • Data Connection Library • Report Library • Translation Management Library • KPI List – goals with icon feedback

  37. List Types - Custom List • Supported by all flavours of SharePoint • Add your own columns • Calculated columns are only calculated once when the item is saved • Forms for viewing and editing your columns are generated

  38. WebPart Pages • Customise the page through the browser • ASP.NET 2.0 WebParts • Based on the layout in the master page • Pages can also contain custom and user controls • Pages can also include a special control call a delegate control • Code behind development can also be done • From the browser pages are always customised as a WebPart pages

  39. WebPart Fundamentals • User created WebPart pages are stored in the Pages document library • A “Basic” page is a special WebPart page with a single WebPart that shows html entered from in a content wysiwyg. • SharePoint Foundation has a few predefined pages allowing different layouts • SharePoint Server adds a page layout system that is more robust • Default.aspx and List Forms are also WebPart pages that the User can modify in the browser

  40. Structure of a WebPart page • Inherits structure from a master page in the Site • Master page defines the Placeholders • Placeholders contain 0 or more WebPart Zones • WebPart Zones have 0 or more WebParts • A WebPart can exist outside a WebPart Zone, but then it can’t be removed, replaced or edited

  41. Common uses for SharePoint FoundationWebParts • Content editor web part (CEWP) • contains any html, css, javascript • Image WebPart • Displays an image • Page viewer WebPart • Like and IFrame it can display a page-within-page Cont...

  42. Common uses for SharePoint FoundationWebParts • List view WebPart • display items from a list • List form WebPart • display and edit data • Data view WebPart • Display external data from Database

  43. Common uses for SharePoint ServerWebParts • Content Query Web Part (CQWP) • Display aggregate or styled list data

  44. Portals • SharePoint supports many Portal features • Single point of entry for a group of sites • Portal handles login, authentication, authorisation and personalisation • Common look and feel through master pages and themes

  45. Portals and Profiles • Each user can be extended with set of attributes, such as a phone number or workgroup, which constitutes a user profile • User profiles one of the most important features for portals • Users can control which attributes in their user profile can be viewed by other users • Profile data can be used to determine the content a user should see • Users can create their own “MySite” with private and public views

  46. Portals and Audiences • SharePoint uses the audience to determine the content to display to users • An audience is a group of users that you want to target • An audience can be based on security groups or on rules • Audiences can only be created and managed by the administrator

  47. Portals User targeting • The portal content that appears is customized depending on the group membership or SharePoint audience of the person accessing the portal. • Basic notifications can be sent by e-mail to inform users about changed items in lists or document libraries. Users participating in a workflow automatically receive e-mail notifications related to the workflow.

  48. Workflow • Workflow is an important feature in enterprise systems • SharePoint workflows are based on Windows Workflow Foundation (WWF) • WWF is used in other Microsoft products (CRM, Biztalk, etc) • Workflows are long running (e.g. archive all documents with last updated > 6 months)

  49. Types of Workflows • Three fundamental parts • Runtime • Hosting application • Activities (which are units of behaviour in the workflow) • Sequential • Linear behaviour one after the other • State machine • State and state transition based

  50. Workflows in SharePoint • Workflows are attached to • Documents • List items • Content types

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