1
SharePoint Online
Overview
Demo
Summary of Demo
This demo
shows the all
-
up capabilities of SharePoint Online, across all value pillars and workloads
.
It is
designed
to be the core overview demo
for SharePoint Online for enterprises.
Scenario
Fabrikam Furnishings uses a SharePoint Online solution to help its employees to share documents and information, simplify rou
tine business
processes and access critical business
information when and where they need it.
Required
Environment
You must have access to a SharePoint Online site collection configured with the demo content. You can create your own
Fabrikam environment
under your own
SharePoint Online Administration Center
following the steps in the
companion
setup guide
(“
SharePointOnline_Fabrikam
-
Demo_Setup
-
Guide_v
2
-
FINAL.docx
”)
, or have a site collection created for y
ou by your
SharePoint Online A
dministrator; they would then need to
run through the setup guide on your b
ehalf.
Note: Target resolution is 1280x1024. If the browser size is reduced the right hand “Spotlight” section will disappear.
Key
Messages to Deliver
Throughout the demo I’m going to show you how SharePoint Online can help:
1.
Teams work more effectively tog
ether
2.
Individuals share and access documents from virtually anywhere
3.
Companies provide all their employees with a central place to stay up to date on company information and news and share ideas
2
Everything I’m going to show you features and capabilities th
at are available out
-
of
-
the
-
box using SharePoint Online and SharePoint
Designer.
Demo Preset Steps
1.
Using credentials provided by your
global
administrator
(this may be you)
, log in to
your
SharePoint Online
Fabrikam
DEMO home
page
(example
URL
if you
followed the setup guide
exactly
):
https://<yourTenant>.sharepoint.com/sites/fabrikam/Pages/default.aspx
2.
Navigate to
Team Sites
>
Design
.
3.
In the left hand navigation click
Shared Documents
.
4.
Select
the
DesignServicesTermSet
file
to bring up
the Ribbon
.
5.
In the Ribbon, click
Download a copy
(download to your local hard drive).
3
You will upload this file as one of the steps within the demo script below.
o
Note: These terms are added at the Tenant level, therefore if you have run this demo previous
ly you will need to navigate to the
Term Store and remove the Design Services Term Set.
Section 1:
Connect
with News,
Information
, and People
In this section, you will
demonstrate
the following features and capabilities:
Sites
–
with the customized
master page
, layout, and web parts, Fabrikam employees can
stay up to date on company news and
information
Web Content Management
–
with check out, publishing approval processes, and web part
s
, managing content in SharePoint is easy
This section has the fo
llowing subsections:
1.1
–
introduce the home page and point out the use of a custom master page, web parts, and JavaScript alerts.
1.2
–
show basic content management capabilities of SharePoint Online.
1.3
–
additional out
-
of
-
the
-
box building blocks inclu
ding tag cloud, integration with Microsoft Lync,
RSS,
and integration with Office
Online.
Talk Track
Clicks
4
Intro
Simply put, SharePoint Online is SharePoint 2010,
delivered online. SharePoint Online brings together
the familiar SharePoint collaboration platform now
delivered as an online service making the power of the
cloud work for your business. SharePoint Online
provides a single, integrated location where
employees can efficiently collaborate with team
members, share knowledge and find organizational
resources and information.
Microsoft manages the hosting, and you get to create
great collaboration solutions usi
ng all the site
templates you’d expect in SharePoint, all the web
par瑳H anT even Vo浥 aTvanceT en瑥rpriVe fea瑵reV
like Nxcel ServiceV anT InfoPa瑨 for浳 ServiceVH anT
浯re.
In this demo, I’m going to show you an enterprise
in瑲ane琠
Vi瑥
Volu瑩on for 瑨e
Fabrika洠䍯浰any.
䥴
iV
every瑨ing y
ou’d expect, and it’s running on
SUarePoin琠Online.
1.1 Portal Home (custom
master page
, web parts)
Here is the
I
ntranet portal for Fabrikam
.
As you can see, the s
ite looks great.
With SharePoint
Online, you can use the great out
-
of
-
the
-
box templates
or go in a completely different direction
–
it’s up to
you. HereH we are giving 瑨e In瑲ane琠a unique
Fabrika洠look anT feel uVing
浡V瑥r pageV
Ⱐ
caVcaTing
V瑹le VUee瑳 (䍓S)
Ⱐ
anT a瑴rac
瑩ve
web parts…all
wiWU
no
coTeH
juV琠
V瑡nTarT
Ve瑴ingV uVing
SUarePoin琠MeVigne
r.
ㄮ
You should be logged in to the page already, per the demo preset
instructions
2.
Point out
customized
look and feel
of the home page
.
3.
Point out
the rolling
A
lerts
at top of the page
.
4.
Point out
Spotlight
fly out
to the right of the Popular Links zone
.
5.
Point out
Featured Stories
web part
and slide through it
using the arrow
controls
or small circles in the upper
-
right
.
6.
Optionally refresh
your browser
and note that the
Spotlight
content changes
upon refresh
by design.
5
There is
a small amount of
java scri
pt, for example in
the continuously updating
Alerts
at the top of the
page
; but it is
all easy to
set up.
You can add images
—
for
exampleH
瑨e
chair
at the
lower left
—
anT
you can
Tefy 瑨e uVual
griT
barrierV for
Vo浥 aTTi瑩onal flair
–
aV wi瑨 瑨e
Spotlight
and the
overlapping zones
there
.
The
Featured Stories
web part in the center of the
page
provides a great user experience for vi
ewing
SharePoint
Online
content that is managed in a
standard SharePoint
Online
list
.
The
Brush with Talent
web part highlights specific
employees in the company who have made notable
contributions to the business. Links inside the web part
point to their My
Site pages (which contain rich
content in their own right), or to archives and
discussion pages relevant
to that person’s role.
[
Note to presenter
: there i s a known i ssue wi th the
Fabri kam v2 home templ ate that di sabl es Lync presence. It
wi l l work fi ne on a
sub si te
that does not use the same
templ ate for when you want to demo presence/IM].
The
Announcements
–
Events
–
Links
web part shows
tabs that enable navigation through a lot of content
using minimal space in the home page.
7.
Point out
B
rush with
T
alent
web part
and
show
links, etc.
8.
Point out
the
Announcements
–
Events
–
Links
web part
(bottom of page).
1.2 Core SharePoint
Online
–
content management
T
his isn’t
juV琠a web page. TUiV iV real SUarePoinW
. FirV琬
浡naging 瑨iV con瑥n琠anT 瑨eVe web par瑳 iV really
eaVy becauVe all iV liV琠Triven.
TUe alerW
V
H Spo瑬igU琠anT
BruVU wi瑨 Talen琠are
all
baVeT on
SUarePoinW
Online
liV琠Ta瑡
TiVplayeT
in a
ㄮ
In the upper
left of the page
, click
Site Actions >
View
A
ll
S
ite
C
ontent
.
2.
In the Lists section, click on
the
FeaturedStories
list name
.
3.
Click
Add new item
.
6
different view
. Let’s make a quick change to the
Fea瑵reT S瑯WieV
Vec瑩on
.
No瑩ce
I didn’t have to edit the actual page
.
SUarePoinW
Vepara瑥
V
瑨e layou琠fro洠瑨e con瑥nW
.
In 瑨iV caVeH I
juV琠crea瑥 a liV琠i瑥洬 wi瑨 a 瑩瑬eH 瑨e excerp琬 W
Ue link
瑯W瑨e i浡geH anT Vo onH anT 瑨e Uo浥 page now
VUowV 瑨e new con瑥n琮
NTi瑩ng 瑨e page iV alVo qui瑥 eaVy
–
we can
uVe 瑨e
ribbon everywUere
.
TUiV iV a publiVUing Vi瑥H Vo we Uave publiVUingH
workflowVH e瑣.
AgainH
瑨eVe are
all SUarePoin琠capabili
瑩eVH bu琠
TelivereT in 瑨e clouT.
4.
In the
Title
field, type
“
Orion Preview
!
”
㔮
In the
ArticleText
field, type
“
Our new Orion line preview will be on display
in the Design Center next week!
”
6.
In the
Image
field, type
https://
<YourTenant>
.sharepoint.com/sites/
fabrikam
/SiteCollectionImage
s/Kitchen_002.jpg
7.
Click
Save
.
8.
In the
top nav
, click
Home
.
9.
Point out
the new
featured story
you just added
, the furthest right circle
.
10.
If the ribbon is not visible, click
Site Actions > Show Ribbon
.
11.
Show nav
options that appear:
o
Edit
icon
o
Browse
tab
o
Page
tab
o
Publish
tab
12.
Click the
Page
tab
.
13.
Point out
Edit
,
Check Ou
t
, and other features in the ribbon.
14.
Click the
Publish
tab.
15.
Point out
Start a Workflow
.
16.
In the upper nav, click
Home
.
17.
Click
Site Actions > Hide Ribbon
.
1.
3
More c
ore SharePoint
features
1.
Point out top nav and left nav
7
Here are s
ome more examples of
what
SharePoint
Online gives you s
o you can rapidly build
solutions
and
address business needs.
First, the top nav and left nav are all dynamic and can
be configured centrally. These links and drop downs
are automatically pulling from the site structure.
SharePoint search is very powerful, and
is core to
the
overall
experience. We’ll see this in a few minutes.
㈮
Point out
Search
button
Section 2:
Manage Your Business
In this section, you will show the following features
and capabilities:
Composites
–
InfoPath forms, workflows, Visio visualization
Insights
–
Dashboard with Excel Services, chart web parts, KPIs
This section has the following subsections:
2
.1
–
Showing key enterprise capabilities built into SharePoint.
2.2
–
Visio integration
2.3
–
A
business dashboard
Talk Track
Clicks
2.1 Enterprise capabilities
You’ve seen the core capabilities of SharePoint in
SUarePoin琠Online
–
liV瑳H librarieVH con瑥n琠
浡nage浥n琬 lo瑳 of web par瑳H 瑨e ribbonH anT
浯re.
Now let’s look at some of the advanced enterprise
capabili瑩eV 瑨a琠really Ve琠SUarePoin琠Online apar琮
TUingV like Nxcel ServiceVH InfoPa瑨 ServiceVH AcceVV
ㄮ
In the
main Home page top
nav, click
Employee
> ITWeb
.
2.
Click
the
Start a hardware request
link under “Key Tasks
.
”
8
Services, Visio Services, Workflow,
and managed
metadata.
We’ll
firV琠
crea瑥 a UarTware requeV琠W
Ua琠
leverageV
InfoPa瑨
for浳
anT au瑯浡瑩cally V瑡r瑳 a workflow
瑨a琠can be viVualiYeT in 瑨e browVer uVing ViVio
ServiceV.
TUe for洠waV TeVigneT in InfoPa瑨 anT publiVUeT wi瑨
InfoPa瑨 For浳 ServiceVH Vo I can fill i琠ou琠in 瑨e
browVer. No瑥 瑨e nice p
ic瑵re con瑲olVH anT 瑨e
conTi瑩onal logic cUangeV 瑨e o瑨er fielTV baVeT on
wUa琠I cUooVe. PUen I cUooVe Lap瑯WH I Vee 瑨e
浡nageT
lap瑯W
cUoiceV appear
Uere. AnT 瑨iV iV of
courVe liV琠Triven aV wellH Vo if I wan琠瑯WupTa瑥 瑨e liV琬
瑨a琠will be reflecW
eT Uere.
No瑩ce 瑨a琠aV I cUooVe
瑨e 䍏C1238 lap瑯WH
i琠iV over
$500H Vo I ge琠
a
no瑩fica瑩on 瑨a琠
瑨iV requireV execuWive
approval
.
Here iV 瑨e library wi瑨 all of 瑨e UarTware requeV瑳.
㌮
In the form, fill in the
Requester
field
-
e
nter a valid name from within your
own
tenant
, and click the check name button
to resolve the name.
4.
Fill in the
Approver
field
-
enter a valid name from within
your tenant
, and
click the check name button
to resolve the name. It is OK to put the same
name as requestor if you have only one user in your tenancy.
5.
In the
Hardware
Information
section,
hover over the pictures to see the
picture controls, then click
the
keyboard
icon
6.
C
lick the
Model
drop down to see the
options
to show the filtered list of just
approved keyboards
7.
Now click on another icon, the
laptop
icon
8.
C
lick the
Model
drop down
again
to see the
options have updated
now only
with approved laptops
, and select
CO 1238
9.
Point out
additional prepopulated information and
the
yellow
color
-
coded
workflow
alert that gets triggered
because the item is more than
$500
10.
Enter a request reason and c
lick
Submit
.
11.
Optionally, to show that the form is list
-
driven as
well, click
Hardware Items
in the left nav, click
Add new item
, and add an item that has
Laptop
as the
9
Hardware Type
, save it,
and then
open a new form, select Laptop, and click
the
Model
drop down. Cancel.
12.
Point out the workflow
in the
library
(refresh page if necessary)
.
2.
2
Visio Visualization
Here we can see the workflow progress in a Visio
visualization
.
This was designed by a business person in Visio,
and
then
handed off to the technical person who knows
how to actually hook up those diagrams to logic using
SharePoint Designer, and this all renders now
dynamically in the browser based on the state of the
workflow.
1.
Click
In Progress
for the request you just subm
itted
. Note you may need to
refresh the page if the
HW Request WF
column
on the far right
is blank
.
2.
View the
Visio
workflow
diagram
and note the
check marks
indicating where
you are in the currently running workflow.
2.3 Dashboard (Excel Services, chart
web parts, KPIs)
Here is an example of a divisional dashboard that uses
Excel Services
and
business scorecards with KPIs, to
visualize key business data. In this case, we have a
dashboard for Fabrikam’s IT organization.
In 瑨e
Key Performance Indicators
we
b part, we can
see the status of important business metrics at a
glance. This scorecard shows current vs. goal values as
well as visual status indicators to quickly give us a
picture of the IT department’s performance.
Pe can Vee Veveral 瑹peV of Nxcel cUa
r瑳 Uere. SlicerV
aVVocia瑥T wi瑨 瑨e
IT FY2010 Costs
chart enable us to
filter the data easily with just a few clicks.
In the
Hardware Purchases
chart, notice the use of
conditional formatting, data bars, and Sparklines
(trend indicators within a single E
xcel cell).
We can open any of the charts in Excel client as well.
1.
In the left nav
Quick Links
of the ITWeb site
, c
lick
Dashboard
.
2.
Point out the main features:
Excel
web parts, KPIs.
3.
Use slicers
to interact with data in the
IT FY2010 Costs
Excel chart web part.
4.
Clear the slicers by clicking on the
Remove Filter
icons.
5.
Click
the
Service Requests
link
at the lower right.
6.
Point out
Open in Excel
.
10
So there’s a great
H flexible
example of SUarePoin琠
Online enabling a
V瑡nTarT
浡nageT buVineVV proceVV
uVing
a co浢ina瑩on of
InfoPa瑨 For浳 ServiceVH Nxcel
ServiceV anT Porkflow.
Section 3:
Collaborate
and Communities
In this section, you will show the following features and capabilities:
Team Sites
-
Keep teams in sync and mana
ge important projects
Enterprise Content Management
Search
Composites
–
Access Services solution
for an idea collection scenario
This section has the following subsections:
3.1
–
Shows key features of a team site.
3.2
–
Ba
sic content management features
, including integration with managed metadata, integration with Office programs, and
workflow
3.3
–
Taking SharePoint Online content offline with SharePoint Workspace 2010
3.
4
–
Composite solutions with Access Services and sandboxed solutions
3.
5
–
Search
capabilities.
3.
6
–
Blogs
3.
7
–
MySite personal pages for Fabrikam employees.
Talk Track
Clicks
3.1 Team Site
A
key differentiator for
SharePoint
is its
1.
In the top nav, c
lick
Team Sites
> Marketing
.
11
powerful collaboration environment. Here,
we combine
core
SharePoint features with
enterprise
content
management
to
provide easy to use collaboration tools for
the enterprise.
Collaboration is usually carried out in the
context of a team site.
Here
is a team site
for the marketing team.
The Marketing team keeps all their key
documents here, as
well as o
ther
important team information including:
KPIs as part of their everyday
experience
Lists
and libraries of course
Social capabilities like this
noteboard
Visio services here renderi
ng their
product release plan
Key links for the team
2.
Show
the various helpful
web parts
:
o
Marketing Initiatives scorecard
with KPIs
o
Links
o
Team Discussion
items
o
Product Marketing Documents library
o
Noteboard
o
Visio Web Access (need to scroll down)
3.
Post a note on the noteboard
by typing in the large rectangular text box and click
Post
.
3.2
Documents
SharePoint Online has tremendous
document
collab
oration
capabilities.
We can see the familiar c
heck in/out,
versions, workflows, publishing, gr
anular
permissions, coauthoring, and compliance
1.
Click
Product Marketing Documents
.
2.
Click the
Documents
tab (under Librar
y Tools) in the top nav to expose the ribbon.
3.
Point out document icons, and click the
Web App
drop down
of
the Word icon to point
out the templates,
and then
click
Datasheet
.
o
Note: this particular Office Document ribbon
are
is a custom Sandboxed Solution
that enables you to showcase what a Kiosk Worker 2 (K2) end user’s experience
woulT be like 瑯Wcrea瑥 a new Tocu浥n琠Volely wi瑨in 瑨e Office Peb AppV in 瑨e
12
options.
We can open the document in the browser
or in the Office client.
SharePoint is fully
integrated with
the
Office
suite
, so that,
for example, it is easy to edit in Word and
save the document back to t
he SharePoint
Online
library.
In the backstage, you can see the rich
integration
–
you can Vee 瑨e policyH 瑨e
SUarePoin琠
Online
proper瑩eVH verVionVH
e瑣.
For exa浰leH I can even work wi瑨
aTvanceT proper瑩eV like 浡nageT
浥瑡Ta瑡
–
I can uVe 瑨e picker
con瑲ol 瑯W
Vpecify 瑨e 瑥r洠Uere.
Back in 瑨e
library. TUiV
library UaV lo瑳 of
Tifferen琠kinTV of Tocu浥n瑳. A琠FabrikamH
we uVe SUarePoinW
Online
’s great
ex瑥nVibiliWy 瑯W浡ke iV really eaVy for our
people 瑯Wwork wi瑨 all 瑨e Tifferen琠
瑥浰la瑥V 瑨ey ne
eT 瑯WuVe. I
n
瑨e ribbon
UereH I can click on 瑨e PorT icon anT
cUooVe fro洠瑨e Tifferen琠瑥浰la瑥V
Fabrika洠configureT Uere
–
瑨iV iV a grea琠
exa浰le of a
cuV瑯洠
VanTboxeT Volu瑩on
瑨a琠
waV
Tevelop
敤
anT Teploy
敤
瑯
愠
SUarePoin琠Online Vi瑥.
AnT laV瑬yH
SUarePoinW Online Vuppor瑳 瑨e
abili瑹 for Fabrika洠瑯Wge琠crown
-
Vourcing
V瑹le feeTback wi瑨 瑨e abili瑹 for enT
uVerV 瑯WproviTe ra瑩ngV per eacU
browVer㬠even if you Uave Office inV瑡lleT on your 浡cUine.
㐮
Name t
he document and click
Save
.
5.
Fill in a few of the table row items,
and click
File >
Save
.
6.
Now c
lick
File
,
Open in Word
, to open the document in the rich client.
7.
You may need to c
lick the
Enable Content
button on the yellow alert bar
8.
Click
File
to go to the
backstage. Note the
Versions and Check Out
information.
9.
On the right hand side, click
Show All Properties
.
10.
Next to Product Category, click the browse button
and show the managed metadata
picker.
11.
Click thru the hierarchy of terms and select
Beds > Full >
Extended
.
o
Additionally
you can
show the
source term store management page by
switch
ing
to
the main Fabrikam home page
and click
ing
Site Actions
,
Site Settings
, then
Term store management
. Then, under
Taxonomy > Fabrikam
, expand the site
collection node and show the
Fabrikam Furniture
term set
12.
Still in Back Stage o
n the right hand side, click the
Properties
drop down and click
Show
Document Panel
(this will return you to the document).
13.
Type in a p
roduct name
in the
Prod
uct: field
–
something like “Flan
n
el Bedding” and tab
ou琠of 瑨e fielT
.
No瑥 瑨e au瑯浡瑩c upTa瑥 in 瑨e Tocu浥n琠below.
ㄴ1
Click the browse button next to the Product Category text box, select a term
; if you had
not in the step above
. Click
OK
.
Again, note t
he automatic change in the document
below.
15.
Close the document.
16.
Now let’s go back to the
Product Marketing
Documents
library
.
17.
Click on the
Library
tab under “Library Tools” at the top of the page.
ㄸ1
Click
Library Settings
within the “Settings” section of the ribbon.
ㄹ1
Under “General Settings” click
Ratings Settings
20.
Select
Yes
to Allow items in this list to be rated, and click
OK
.
13
document or list item. Once turned on at
the document library level, this new
feature encourages feedback th
at
improves both search relevance from a
social aspect and it gives content owners
and content managers direct feedback on
the effectiveness of content and can then
take action on it.
21.
Once Processing… is through, navigate back to the
Product Marketing
Documents
library
; you can g
et there by using the left
-
hand nav under “Libraries.”
㈲2
You will now see a new column title Rating (0
-
5), and when you hover over one row
item’s rating stars, you will see them light up gold … click one of the five stars to rate it.
3.3 Taking SharePoint
Online content
offline
Microsoft SharePoint Workspace now
enables people to work with a SharePoint
Online site on their desktop while
connected to or disconnected from your
corporate network. Fabrikam end users
can quickly view, add, edit and delete
ShareP
oint Online library documents or list
items while they are
offline. Two
-
way
synchronization between a users’
co浰u瑥r anT 瑨e ne瑷ork
—
瑨a琠iVH
upTa瑥V 瑯WTa瑡 on 瑨e co浰u瑥r or on 瑨e
ne瑷ork
—
are au瑯浡瑩c wUile 瑨ey are
connec瑥T 瑯W瑨e ne瑷ork. AnT 瑨e
beV琠
瑨ing iV 瑨a琠only 瑨e cUangeV 浡Te wUile
offline are VynceT wUen people co浥 back
online.
1.
Now let’s
n
aviga瑥
瑯W瑨e
Shared Documents
library
within the Marketing site
.
o
Note: this section requires SharePoint Workspace 2010
and PowerPoint 2010
are
on y
our machine.
2.
At the top left of the page, click
the
Library
tab under “Library Tools” at the top of the
page.
㌮
Click the Sync to SharePoint WorkSpace to begin offline sync of this whole document
library.
4.
Click the
Allow
button if prompted by your browser security
5.
This will launch SharePoint Workspace 2010, and begin syncing the
library content
.
6.
Once synced, find
the “
SPMev䍯nn
-
SF_Oeyno瑥_SP
-
NverywUere_浫aVU浡n_051011
.pptx”
file
;
Touble
-
click iW
fro洠wi瑨in SUarePoin琠
PorkVpace
. You may need to select “Save and edit a copy of this file” and click
OK
.
o
And if you’re brave, turn off your wireless, or unplug the Ethernet cable to the
computer. You’re truly offline now.
㜮
The PowerPoint presentation wil
l launch. You can do any number of edits from as simple
as adjusting text, to applying a new design template, or adding a new slide; mainly want
to make a change and then click the
Save
button at the top left of PowerPoint.
o
Note,
the only information that
will be synced back to SharePoint Online are the
delta changes. This drastically minimized the upload and download times when
syncing content between SharePoint Online and SharePoint Workspace 2010.
8.
Plug back in and/or turn on wireless
–
if you TareT!
14
9.
If y
ou did not dare turn off wireless/unplug LAN, the sync happens automatically so it
good to click Save and then go immediately back to SharePoint Workspace where you’ll
Vee 瑨e VyncUroniYing ac瑩vi瑹 occurring in 瑨e bo瑴o洠rigU琮
o
If this does not happen au
tomatically,
Click
Sync
within SharePoint Workspace
interface,
and again
note progress on the bottom
-
right
10.
Navigate back to
Shared Documents
library
, and
point out the new Modified date/time
that just happened
.
11.
Lastly, open the same “
SPMev䍯nn
-
SF_Oeyno瑥_SP
-
NverywUere_浫aVU浡n_051011
.pptx” by selecting View in Browser to launch the file
wi瑨in 瑨e PowerPoin琠Peb App.
3.
4
Composite Solutions
Another great example of how SharePoint
Online lets you build solutions is the deep
integration
with Access.
In this example, we have built an idea
management tool using Access
2010
and
published the whole solution to
SharePoint Online.
With Access Services, the input form, all
the list information, the rating up and
down, etc.
–
iV all 瑲anVfor浥T
in瑯Wa 瑲ue
SUarePoin琠applica瑩on.
SoH if I look beUinT
瑨e VceneVH 瑨e ITeaV liV琠iV juV琠a
SUarePoin琠liV琮
1.
Click
Marketing Campaign
Contest
in the left nav
2.
Describe that all the application user interface was designed as forms in Access
3.
Type
in
an idea and click
Submit
4.
Vote another idea up
5.
In your browser
address box, delete
everything from/including
“default.aspx …”
all 瑨e
way
瑯W瑨e enT of 瑨e URL.
anT 瑹pe
_layouts/viewlsts.aspx
after the
“
Marke瑩ng%20䍡浰aign%20䍯n瑥V琯
” and press ENTER
㘮
Cl
ick
Ideas
under
Lists
7.
Scroll
the Access table
to the bottom to see the idea you just submitted
3.
5
Search
1.
Navigate back to the
main Fabrikam intrane
t
Home
page.
15
SharePoint provides powerful search
capability
from anywhere within the site
and across all site collections
. Search
results can be refined by content type,
author, modified date, or other filters.
You
can view Office documents in the browser
directly from a search results page
leveraging the integrated Office Web
Apps.
2.
In the search box
,
type
Apollo
and press Enter
(if you click the icon, you’ll go to search
cen瑥r Tirec瑬y)
.
㌮
Switch the “This Site: Home” drop
-
Town cUoice 瑯W
All Sites
.
Click to the right of the word
“Apollo” and hit return again.
㐮
Show the r
efiners
in the left
-
hand nav
.
5.
Click the
FabPedia
link in the search results.
6.
View the Wiki.
3.
6
Blogs
As we’re talking about collaboration and
community capabilities, let’s take a quick
look a琠a blog Vi瑥.
It has what you’d expect. And because it’s
SUarePoinW
baVeT
, it’s
Triven by Vi浰leH
powerful liV瑳. In 瑥r浳 of
浡naging 瑨iV
瑹pe of
con瑥n琬 I can even Teclare a
blog
poVW
a recorT anT lock
楴
Town.
1.
Hover over
the
Resources
drop
-
down
in the top nav and click
Executive Blog
2.
Click
Manage Posts
un
der the
Blog Tools
at the right
3.
Check the top item and click
Declare Record
in the ribbon
4.
Check the item again and point out that it is not deletable or editable
when you try
clicking delete. A pop
-
up box will show telling you why you cannot delete it.
3.
7
My Site
SharePoint
Online also
provides My
Sites,
personal
sites
for employees
to manage
their own content, advertise things about
themselves, and connect with other
people
-
socially
.
The My Profile page is a central location
1.
Navigate back to the Home
page, click the down arrow next to “
Your Na浥
”
(or
wUa瑥ver perVona you are uVing in your Te浯)
anT V
elec琠
My Site
to open
your
MySite.
By default, the page opens to My Newsfeed.
2.
In the upper nav, click
My Profile
.
16
from which Karen (and ot
hers who have
appropriate permissions) can access
calendars, organization charts, colleagues,
a noteboard, and more.
Karen
can edit her profile
–
aTT Marke瑩ng
aV Vo浥瑨ing VUe wan瑳 folkV 瑯Wknow VUe
UaV exper瑩Ve in.
PUen anyone VearcUeV for Marke瑩ngH
they’ll see Karen in the results. At the My
Si瑥H I can click on 瑨e 瑥rm
link
anT poV琠a
no瑥 rela瑥T 瑯Wi琠瑯W瑨e No瑥 BoarT.
㌮
In the
Overview
tab, notice the Recent Activities, Ask Me About, My Calendar, and My
Organization web parts.
4.
Click the
Organization
tab. An interactive view of
your
organization opens in Silverlight.
5.
Click on
Chris Barry
. A view of
his
place in the organization as well as
his
peers and
manager
appears.
6.
Click the
Tags and Notes
tab. A list of recent tags appears. Notice the tag cloud a
t left.
7.
Click
Edit
My
Profile
(just below
your
photo at upper left). Notice the rich customization
you
can make to
your
profile and to
your
preferences for sharing information.
Add
“Marketing” to the
Ask Me About
section.
8.
Click the
Save
link near the top of the page.
9.
At the home of
your
My Site, click the new
Ask Me About
term, and post a note.
This
concludes
the end
-
user portion of the demo. We will now move on to showcase some of the main administration capabilities of SharePoint
Online.
Section
4
:
Enterprise Content Management
In this section, you will show the following
features and capabilities
:
4
.1
–
Man
ually add terms to a Term Set
4
.2
–
Import a Term Set
4
.3
–
Create a Site Column
bound to a Term Set
4
.4
–
Create a Content Type that uses the Site Column
17
4
.5
–
Create a Document Set
–
show workflows, shared columns, managed metadata, check in/out,
and ver
sioning
.
4
.
6
–
Document Center
–
show metadata navigation, Document Id search, Information Management Policies
4
.
7
–
Rich Web Management
–
show updating web pages, rich media capabilities, metadata navigation, web parts.
4
.
8
–
Excel
C
hart
I
ntegration
–
show updating Excel workbook to drive chart in web page
4
.
9
–
Extensibility
(Silverlight)
–
show Silverlight Web Part
4
.1
0
–
Optional: Mobile
View
–
show select pages in Windows Phone 7.
4
.11
–
Optional: Video Library
–
Show the video library (podcasting).
Talk Track
Clicks
4
.1
Manually enter Terms
Enter a new set of terms into an existing Term Set.
1.
Navigate to the demo home page.
2.
Click
Site Actions >
Site Settings.
3.
Under the heading
Site Administration
, click
Term store management
.
4.
Click the arrow to
the left of
Fabrikam
to expand the Taxonomy Term Store
navigation tree
.
5.
Expand the tree further by clicking on the
arrow to the left of
Fabrikam
Furniture
Term Set.
6.
Select the
Fabrikam
Furniture
term set and when you hover over it you will
see a small arro
w to the right. Click the arrow and then click
Create Term
.
7.
Type the word
Accessories
in the space provided then press the tab key.
8.
Click the small arrow to the right of the word
Accessories
and click
Create
Term
.
9.
Type the word
Pillows
in the space provid
ed then press the tab key.
10.
Click the small arrow to the right of the word
Accessories
and click
Create
Term
.
11.
Type the words
Lamps
in the space provided then press the tab key.
4
.2
Import a Term Set
Import a Term Set from a csv file.
1.
Click the arrow to the
left of
Fabrikam
to expand the Taxonomy Term Store
navigation tree
, if necessary
.
2.
Click on the
Fabrikam
branch in the Taxonomy Term Store navigation tree.
3.
Click the small arrow on the right and then click
Import Term Set
.
4.
Click the
Browse
button.
5.
Browse t
o the
DesignServicesTermSet.csv
file that was downloaded in the
18
demo setup steps (above).
6.
Click
Open
, and then click
OK
.
7.
Expand the
Fabrikam Design Services
term set to see the available terms.
o
This may put a duplicate set of terms so note numerical count
appended to term set name.
4
.3 Create Site Column
Create
a new managed metadata site column to be
included in a new site content type.
1.
Click
Site Actions >
Site Settings.
2.
Click
Site Columns
under Galleries.
3.
Click
Create
.
4.
In the
Column Name
text box, Type
Design Service Category
.
5.
For the Type, select the
Managed Metadata
radio button.
6.
In the Group section select
Fabrikam Columns
from the drop down.
7.
In the Description text box, Type
Design Service Category
.
8.
Scroll down and find
Term Set Settings
.
9.
Expand th
e tree by clicking the arrow to the left of
Taxonomy
.
10.
Expand the tree by clicking the arrow to the left of
Fabrikam
.
11.
Click on
original
Fabrikam Design Services
.
12.
Click the
OK
button at the bottom.
4
.
4
Create Content Type
Create
a new site content type.
1.
Click
Site Actions >
Site Settings.
2.
Click
Site Content Types
under Galleries.
3.
Click
Create
.
4.
In the
Name
text box, Type
Design Information.
5.
In the Description text box, Type
Design Information
.
6.
For the
Select parent content type
from:
, select
Document
Content Types
from the drop down list.
7.
For the
Parent Content Type
select
Document
from the drop down list.
8.
For
Put this site content type into:,
select
Fabrikam Content Types
.
9.
Click the
OK
button at the
bottom;
this will open the Site Content Type
Informa
tion page.
10.
Under Columns click
Add from existing site columns
.
11.
In the
Select columns from:
drop down, click
Fabrikam Columns
.
12.
Click
Design Service Category
in the left hand box and click
Add >
.
13.
Click
OK
to the warning prompt.
19
14.
Click
OK
.
15.
Note under the Colu
mns section that the Design Service Category Site
Column is now available in the Design Information Content Type.
This
content type can now be used in any site in the site collection. This allows
content to be defined and used in a consistent way.
4
.
5
Create Document Set
Create
a New Product Document Set. Show workflows
associated to documents,
word integration,
shared
columns,
and managed
metadata.
1.
Navigate to
Resources
>
Product Planning
>
New Product Documents
.
2.
Click the
Documents
tab in the Ribbon.
3.
Click the
New Document
drop down and select
New Product
.
4.
Type in “
Orion Leather Couch
” in the Name
ANM
ProTuc琠fielTV. Op瑩onally
aTT a TeVcrip瑩on.
㔮
Click the tags icon to the right of the Product Category text box
to set the
managed metadata
.
6.
Click
Couches
in the term set
, and then click the
Select
button.
7.
Click
OK
.
8.
In the New Product Status drop down select “Draft”, and then click
OK
.
a.
Note the Document Set provisioning, and the workflow that
is
started for
a document
in the New Product document set
(th
is
workflow simulate
s
a business process where other teams would
update
this
file
–
in 瑨iV Te浯 瑨
i
V workflow will au瑯
-
co浰le瑥).
㤮
Click the
Edit properties
link in the header section.
10.
In the New Product Status drop down select “
Final
”, and then click
S
ave
.
11.
Click the drop down arrow next to the
Orion Leather Couch
–
Product
Overview
document
note the Check Out option
and
then
select
Edit in
Microsoft Word
.
12.
In Word, n
ote the Product Content Control is automatically populated with
the Product name that was
added to the Document set using the shared
column Product. Also, note the Product Category content control in the first
sentence of the summary.
13.
In the document information panel
at the top
, click the icon next to the
Confidentiality
field.
14.
Click
All Audi
ences
in the term set, and then click
Select
. Click
OK
.
15.
Click
Save
, and then close the document.
16.
Back in
IE;
note that the
Publish Product Overview
workflow has run on the
Product Overview document. This workflow copies the Product Overview to
20
the Document
Center.
(Hit F5 to refresh the page if necessary.)
4
.
6
Document Center
Explore the Document Center, showing metadata
navigation, Document Id search,
Information
Management Policies, check
-
in/out and versioning.
1.
Click
Documents
in the left navigation to go to the Document Center
documents library.
2.
Note the various documents and the Document Id column.
3.
On the left hand side, click the arrow next to
Product Category
to expand the
metadata navigation tree.
4.
Click on
Couches
term.
5.
Co
py or write down the
Document Id
for the
Orion Leather Couch
–
Product
Overview
document (for use in the Document Id search later).
6.
Click the drop down arrow for the
Orion Leather Couch
–
Product Overview
document. Note the Check Out option.
7.
Click on Vers
ion History, note the Versions. Hover over the Modified date
and click the drop down arrow to see the available options. Close the dialog.
8.
Click the checkbox next to the
Orion Leather Couch
–
Product Overview
document to bring up the Ribbon.
9.
Click
Declare
Record
in the Manage group in the Ribbon. Click
OK
.
10.
Note the updated icon with the lock. Click the drop down arrow and note
that the options have been limited.
(Hit F5 to refresh if necessary.)
11.
Click
Compliance Details
. Note the Retention Policy that has b
een applied
was acquired from the content type. Click
Close
.
12.
In the left hand navigation click
Document Center Home
.
13.
In the search box in the upper right hand side, type in or paste in the
Document Id for the Orion Leather Couch
–
ProTuc琠Overview Tocu浥nW
fro洠V瑥p
5 above. Hi琠
Enter
.
14.
Note that the Orion Leather Couch document is opened in the Word Web
App.
4
.
7
Rich Web Management
Update a Web Page, showing rich media capabilities
–
viTeoVIpic瑵reVH 浥瑡Ta瑡 naviga瑩onH web par瑳.
1.
Navigate to
Team Sites
>
Design
.
2.
In the left hand navigation, click
Orion Modern Leather Couch
.
3.
Note the web parts on the page. Click
Site Actions
>
Edit Page
.
4.
Scroll down and click on the picture on the left hand side that has the words
“Your Product Photo”.
㔮
In the Ribbon, click
the Context menu for
Picture Tools
–
Design
.
6.
In the far left hand side of the Ribbon click the
Change Picture
drop down
arrow and select
From SharePoint
.
21
7.
In the dialog box, in the left hand side click the arrow next to
Digital Assets
.
Note the Product Category Term Set, metadata navigation is enabled in the
dialog. Expand the
Product Category
.
8.
Click
Couches
.
9.
Click the
Orion modern leather couch
image. Click
OK
.
10.
Click on the
Fabrikam Sales Call Q4
-
2012
.wmv
Media Web Part on the right
h
and side of the page. Note the context sensitive Ribbon is displayed.
11.
In the far left hand side of the Ribbon click the
Change Media
drop down
arrow and select
From SharePoint
.
12.
Click
Digital Assets
in the dialog box.
13.
Click the
Fabrikam Sales Call Q4
-
2012
video. Click
OK
.
14.
In the far left hand side of the Ribbon click the
Change Image
drop down
arrow and select
From SharePoint
.
15.
Click
Digital Assets
in the dialog box.
16.
Click the
Fabrikam Sales Call Q4
-
2012
.png
image (not the video). Click
OK
.
17.
In the Ribbon, c
lick on
Page
tab and c
lick
Save and Close
.
Note the page is
currently checked out and editable.
18.
In the left hand navigation click
Pages
.
19.
Click the drop down arrow next to
Orion Modern Leather Couch
, and then
click
Check In
.
20.
In the Version section, select t
he option to publish a major version.
21.
Click
OK
.
22.
Click on the
Orion Modern Leather Couch
to open the page.
23.
Click play on the
Fabrikam Sales Call Q4
-
2012
video.
Optional: Rough Cut Editor Web Part
1.
Click the thumbnail in the top section of the Video Editor
Web part (below
the Media Web part seen above).
2.
Note the control bar features: duration, current time, volume control, fill
screen, etc.
3.
In the upper left hand side click the second icon to switch to list view.
4.
Click the 3 icon with the globe and hand. Cl
ick
OK
.
5.
Click the
Edit
icon in the upper right hand corner.
6.
Click the
double arrows
next to the text Modernization of Process.
22
7.
Note the controls above
, by hovering over them,
that allow a user to create a
new production, save/delete the production,
add
files to the library and stop
editing.
8.
Click the
Media Bin
.
9.
Note the
video clip on the right hand
side;
also note the
controls on the right
hand that allow a user to update the production by adding/removing/re
-
ordering video clips.
10.
Click the
Stop Editing
button.
4
.
8
Excel Chart Integration
Update Excel charts in web page.
1.
Navigate to
Team Sites
>
Sales
.
2.
In the left hand navigation, click
Sales Forecasts
.
3.
Click the drop down arrow next to
2011 Sales Performance
and click
Edit in
Browser
.
4.
In
the
Excel
Web App
, c
lick the
cell for King Bed under Q3 11 (cell F4).
5.
Update the value to 250000. Note the change in the Total column and the
charts.
6.
Click on another cell to
auto save
, and then close the spreadsheet.
7.
In IE, click
Team Sites
>
Sales
, to navigate
back to the Sales Team Site home
page.
You may need to hit refresh to see changes appear.
8.
Note that the table and the chart have been updated.
4
.
9
Extensibility (Silverlight)
Show Bing Maps Silverlight Web Part.
1.
Click
Facilities
in the top navigation.
2.
Cli
ck
Maps and Office Locations
.
3.
Note the Silverlight Bing Maps web part.
4.
Hover over a pin icon to bring up information about that location. Note that
these locations are entirely list driven.
5.
In the left hand navigation click
Offices
.
6.
Click
Fabrikam Warehous
e
to view the properties.
7.
Click
Edit Item
in the dialog.
8.
Change the Employees to
30
. Click
Save
.
9.
Click
Facilities
in the top navigation, and then click
Maps and Office
Locations
.
10.
Hover over the
Fabrikam Warehouse
to see the updated Employee field.
11.
Optional: Add a new location
–
愮
Click
Offices
in the left hand navigation.
b.
Click the
Add new item
link.
23
c.
In the
Title
field type in:
Fabrikam
Design Center
d.
In the
Address
field type in:
Redmond, WA
e.
In the
Phone
field type in: 333
-
333
-
3333
f.
In the
Latitude
field type in:
47.653051
g.
In the
Longitude
field type in:
-
122.142242
h.
In the
Hours
field type in:
10am
–
4pm
椮
In the
Employees
field type in: 15
j.
Click
Save
.
k.
Click
Facilities
in the top navigation, and then click
Maps and Office
Locations
.
l.
Note the new
Desig
n Center
location has been added.
4
.
1
0
Optional: Mobile View
Show Demo Home page and Marketing Team Site
Home page in Windows Phone 7
.5 “Mango
.
”
[Note: ensure your phone’s browser i s set to “Desktop
Versi on” so that i t does not try to defaul t a mobi l e
vi ew].
1.
Windows Phone 7
.5 codenamed “Mango”
:
愮
To demonstrate the rich mobile experience
,
navigate to the various
pages on your Windows 7 Phone.
b.
Demo Home Page:
https://<domain>.sharepoint.com/sites/<site
-
collection
>
c.
Marketing Team Site Home Pa
ge:
https://<domain>.sharepoint.com/sites/<site
-
collection>/TeamSites/Marketing
Note, you can also
access the above URLs from
your Windows Phone
7.5
Office Hub, specifically from the “Locations” portion of the hub.
You can 瑨en naviga瑥 Tirec
瑬y 瑯W
a Tocu浥n琠library
or liV琠fro洠瑨e
Te浯
anT VUow Uow you can work wi瑨
楮
瑨e Office Hub TirecW
ly
againVW
SUarePoin琠Online
.
4
.
1
1
Optional: Video Library
Show the video library (podcasting).
1.
Navigate to
Resources > Research
.
2.
Note the rated videos.
3.
Click a video to see the video play in the OOTB Silverlight video player.
4.
Note the “Upload new video button”. Optionally, you can click this button to
uploaT a new viTeo anT Ve琠proper瑩eV on 瑨e viTeo incluTing aVVigning
ra瑩ngVH Tura瑩on anT viTeo 瑨u浢
nail pic瑵re.
24
Section
5
:
SharePoint Online Administration
In this section, you will show the following
administration tasks
:
5.1
--
Create new Intranet (private) site collections
5.2
--
Allocate and adjust storage amounts and alert levels
5.3
–
Assign a
new Site Collection
Administrator
Talk Track
Clicks
5.1 Create a new private site collection
1.
In your Internet browser, type the SharePoint Online Administration Center
a
ddress
:
type
https://<yourTenant>
-
admin
.sharepoint.com
where
<yourTenant>
is the name of your company’s SharePoint Online domain and
preVV NNTNR.
a.
Example:
https://spopg
-
admin.sharepoint.com
2.
On
your
SharePoint Online Administration Center
home page, click
Manage site
c
ollection
s
.
3.
In the
Contribute
ribbon group
under the Site Collections header
, click
New
Private Site Collection
.
4.
In the
New Site Collection
dialog box, enter the appropriate information for
Title
,
Web Site Address
,
Template
,
Administrator
and
Quota
(both storage and
resource usage)
5.
In the
Title
box, type “Test” as the
瑩瑬e for 瑨e
new
Vi瑥 collec瑩on.
6.
For
Webs
ite Address
,
leave the default main URL and managed path of “/sites/”
and then type in “test” in the text box to the right
.
7.
In the
Template
l
ist, select “Team Site” under the “Collaboration” tab of
瑥浰la瑥
献
8.
In the
Administrator
box,
type
Admin@<yourTenant>.onmicrosoft
.com
in the
first box and then click the Check Names button
(
)
to verify that the user
name is valid.
25
9.
In the
Storage limit:
box, type
“200”
瑯Walloca瑥
a 200MB of V瑯Wage
瑯W瑨iV Vi瑥
collec瑩on.
10.
In the
Resource Usage limit:
box, type “20” to allocate an initial amount of
Verver reVourceV Vo 瑨a琠瑨iV Vi瑥 collec瑩on can Vuppor琠cuV瑯洠Volu瑩onV.
愮
If you allocate “0” (zero) th
en 瑨iV Vi瑥 collec瑩on will no琠Vuppor琠
ac瑩va瑩on of SanTboxeT Solu瑩onV. You can alwayV aTjuV琠瑨iV af瑥r 瑨e
Vi瑥 collec瑩on UaV been crea瑥T.
11.
Click
OK
(note: you may have to scroll down on the popup dialog box to see the
OK button)
.
a.
It will take a few
minutes for this new site collection to fully provision,
and you cannot perform step 4.2 until fully provisioned.
5
.2 Adjust the storage quota and alert level
1.
Ensure you are on the
Site Collections
in the left
-
hand navigation section of your
SharePoint Online
Administration
Center.
a.
Note: if you still see the spinning green wheel;
-
of
-
dots to the right of the
new site collection, you cannot perform step two until you see the word
“New” to the right
of 瑨e URL.
2.
Select the check box
top the left of
the
new “Test”
Vi瑥 collec瑩on
you juV琠
crea瑥T
anT 瑨en click
瑨e
Storage Quota
button up
in the
Manage
ribbon group
under the Site Collections header
.
3.
In the
Set Storage Quota
dialog box, change the alloca
ted quota for the selected
site collection
from “200” to “500
.
”
4.
Select the check box next to the
“send e
-
mail” text and type in the desired
percen瑡ge for warningVIaler瑳 瑯Wbe VenW
.
5.
Click
Save
.
6.
Note: you can adjust the quota alert levels for more than one
site collection at a
time by multi
-
selecting several site collections in the site collections list.
5
.3 Assign a user(s) to be a Site Collection
Administrator
(s)
1.
Ensure you are on the
Site Collections
in the left
-
hand navigation section of
your
SharePoin
t
Online
Administration
Center.
2.
Select the check box
top the left of
the
new “Test”
Vi瑥 collec瑩on
you juV琠
crea瑥T
anT 瑨en click
瑨e
Owners
Manage Administrators
drop
-
down up
in
the
Manage
ribbon group
under the Site Collections header
.
a.
This will
bring up the Manage Administrators dialog box.
b.
Note: you may already be associated as the Primary and Secondary Site
Collection Administrator, and this will only work if you have more than
26
one user (yourself) within your Office 365
Administration
portal (u
nder
Users).
3.
In the
Site Collection
Administrator
s
box,
type
newUser@<yourTenant>.onmicrosoft
.com
in the
bottom
box and then click the
Check Names button
(
)
to verify that the user name is valid.
a.
Note: you can add multiple Site Collection
Administrators
separating
them by a semicolon “;”
4.
Click
OK
.
- Αρχική
- Περιήγηση
- Όλες οι Κατηγορίες
- Internet και Εφαρμογές Web
- Αποθήκευση
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- Δίκτυα και Επικοινωνίες
- Διακομιστές
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- Διαχείριση Δεδομένων
- Επιχειρησιακές Εφαρμογές
- Ηλεκτρονική - Συσκευές
- Ημιαγωγοί
- Κινητά – Ασύρματες Τεχνολογίες
- Λογισμικό & κατασκευή λογ/κού
- Μηχανική
- Περιβαλλοντική Τεχνολογία
- Πετρελαϊκά και Εξόρυξη
- Πολεοδομικά Έργα
- Τεχνίτη Νοημοσύνη και Ρομποτική
- Τηλεπικοινωνίες
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