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SharePoint 2010 Essential Training
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Understanding permissions


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SharePoint 2010 Essential Training

with Simon Allardice

Video: Understanding permissions

In many companies, we're used to IT being the ones who handle user and group security. Well, in SharePoint, it's your job, it's your problem. Or certainly if you're expecting to be someone who creates and customizes SharePoint sites, it's your job. The security settings in SharePoint aren't hidden away in central administration only for the admin guys. They are right there in a regular site, and it's intended that if you are a site owner or a site collection owner that you understand and work with security. But it's really not that bad, and here's why.
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  1. 1m 16s
    1. Welcome
      1m 16s
  2. 16m 34s
    1. What is SharePoint?
      8m 9s
    2. SharePoint roles
      2m 5s
    3. Accessing SharePoint
      4m 48s
    4. The SharePoint product line
      1m 32s
  3. 44m 55s
    1. What is a team site?
      2m 43s
    2. Navigating a team site
      9m 41s
    3. Using team site lists and libraries
      11m 38s
    4. Editing the home page
      9m 31s
    5. Adding a Web Part
      6m 19s
    6. Deleting a Web Part
      5m 3s
  4. 10m 53s
    1. What is a Document Workspace?
      4m 2s
    2. Creating a Document Workspace
      4m 3s
    3. Deleting a Document Workspace
      2m 48s
  5. 6m 3s
    1. What is a Meeting Workspace?
      2m 7s
    2. Creating a Meeting Workspace
      2m 40s
    3. Deleting a Meeting Workspace
      1m 16s
  6. 36m 3s
    1. Exploring the available lists
      5m 30s
    2. Creating a custom list
      8m 44s
    3. Creating a custom view
      6m 43s
    4. Working with libraries
      6m 18s
    5. Using versioning and Check In/Check Out
      8m 48s
  7. 45m 55s
    1. SharePoint and Word
      6m 6s
    2. SharePoint and Outlook
      7m 38s
    3. SharePoint and Excel
      3m 54s
    4. SharePoint and Access
      2m 58s
    5. SharePoint and InfoPath
      11m 42s
    6. SharePoint and PowerPoint
      3m 46s
    7. SharePoint and Visio
      6m 20s
    8. Using SharePoint Workspace
      3m 31s
  8. 32m 8s
    1. What is a site collection?
      3m 56s
    2. Creating a site collection
      6m 35s
    3. Creating a new site
      6m 29s
    4. Customizing a site
      7m 47s
    5. Creating a site template
      7m 21s
  9. 13m 53s
    1. Understanding permissions
      3m 33s
    2. Adding a user to a site
      5m 14s
    3. Deleting a user from a site
      1m 39s
    4. Creating a new security group
      3m 27s
  10. 31m 54s
    1. Using out-of-the-box workflows
      11m 1s
    2. Creating your own workflows with SharePoint Designer
      15m 20s
    3. Creating your own workflows with Visio
      5m 33s
  11. 40m 36s
    1. Using site templates
      5m 49s
    2. Using the web content management features
      10m 40s
    3. Using master pages
      3m 37s
    4. Creating an Enterprise Wiki
      7m 14s
    5. Sharing an Access database with Access Services
      7m 19s
    6. Working with rich media
      5m 57s
  12. 53m 9s
    1. Managing documents and records
      3m 0s
    2. What are content types?
      4m 22s
    3. Creating a content type
      11m 30s
    4. What are document sets?
      2m 12s
    5. Creating document sets
      7m 49s
    6. Creating a Document Center
      4m 37s
    7. Creating a Record Center
      8m 25s
    8. Defining information management policy
      11m 14s
  13. 15m 42s
    1. Using personal and social features
      7m 28s
    2. Creating a SharePoint blog
      2m 48s
    3. Personalizing SharePoint with tags and notes
      5m 26s
  14. 21m 22s
    1. Searching in SharePoint
      4m 26s
    2. Creating a Search Center
      8m 4s
    3. Customizing Search with keywords
      3m 30s
    4. Customizing Search with scopes
      5m 22s
  15. 47m 18s
    1. Using Excel Services
      10m 12s
    2. Creating a Business Intelligence Center
      3m 5s
    3. Using PerformancePoint Services
      12m 3s
    4. Using status indicators
      8m 10s
    5. Using the Chart Web Parts
      6m 33s
    6. Using Business Connectivity Services (BCS)
      7m 15s
  16. 1m 3s
    1. Goodbye
      1m 3s

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SharePoint 2010 Essential Training
6h 58m Beginner Jun 24, 2010

Viewers: in countries Watching now:

In SharePoint 2010 Essential Training, author Simon Allardice demonstrates the full feature set in SharePoint 2010 and the necessary skills to be a SharePoint site administrator. The course shows how to use SharePoint, create sites and site collections, and plan and design sites and portals. It also covers Office integration, security and permissions, and advanced features such as document management and business intelligence.

Topics include:
  • Understanding a SharePoint team site
  • Navigating lists and libraries
  • Creating Document Workspaces
  • Using versioning and check-in/check-out
  • Integrating with Office 2010 applications
  • Adding and deleting users
  • Creating workflows
  • Working with server site templates
  • Creating a wiki and a blog
  • Working with rich media
  • Managing documents and other content
  • Sharing information with charts and status indicators
Subjects:
Business Collaboration
Software:
SharePoint
Author:
Simon Allardice

Understanding permissions

In many companies, we're used to IT being the ones who handle user and group security. Well, in SharePoint, it's your job, it's your problem. Or certainly if you're expecting to be someone who creates and customizes SharePoint sites, it's your job. The security settings in SharePoint aren't hidden away in central administration only for the admin guys. They are right there in a regular site, and it's intended that if you are a site owner or a site collection owner that you understand and work with security. But it's really not that bad, and here's why.

SharePoint, when its installed, is typically hooked up to an existing user directory, usually Active Directory on a Microsoft platform, but it could be something different. It's usually configured to import and stay synchronized with that user information on a regular basis. What that means is that SharePoint knows about your users. You don't have to tell SharePoint, hey, there's a user called Bob Franklin, because SharePoint already knows. But you do have to tell SharePoint what Bob Franklin is allowed to do.

The way you work with this is that SharePoint has what it calls permission levels, which you can think of as roles. Reader, for example, can visit and read a SharePoint site. You've got Contributor who can then edit. You have Full Control. These are the big three roles. There are a few more esoteric ones, but we'll start with these. If you don't have one of these permissions granted on the SharePoint site, you'll get an Access Denied message when you go there. Now, there are two levels of permissions above this.

There's the idea of being a site collection administrator, in charge of a site collection, and the farm administrator. We are not going to talk about those roles, because they are unique. They are granted in central administration and we're working with day-to-day operations of SharePoint. So going back to the user called Bob. Maybe Bob is a Reader in one part of SharePoint, a Contributor in another part of SharePoint, and has Full Control somewhere else. So how do we work with this? Well, first, you have to understand the idea of the site collection.

When a site collection is created, SharePoint makes three security groups for you. A security group in SharePoint is really just a bucket, a container to hold users. These buckets, the Owners group, the Members group, and the Visitors group, can be granted permissions. Owners group has full control, Members group has contribute, Visitors group has read permissions. So rather than individually grant individual users different permissions, which you could do but it's going to get old very quickly, you put your users in the relevant bucket.

Now, you typically set permissions at the top level site of your site collection. So those permissions can be very different across different site collections, and you allow them to cascade down to your sub-sites in your site collection. Now, while you can change the settings so that a top level site and a sub-site have different security settings, it makes it much more of a headache to maintain. Now, in a typical collaboration site, most people will be contributors in the Members group. Few Readers, few Owners.

If you're using SharePoint to make large intranet sites, say for an entire organization, that ratio will change. More Readers, less Contributors. So we're going to work with these SharePoint security groups, these buckets inside SharePoint, and we'll see how to get people in and out of them.

Find answers to the most frequently asked questions about SharePoint 2010 Essential Training.


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Q: In the "Adding a user to a site" movie, the instructor shows how to add a user to SharePoint and demonstrates by adding a user named “gini.” But gini is already set up and recognized by SharePoint. What if I have no users set yet? How can I add someone?
A: SharePoint doesn't store a separate user database; it wants to be pointed to an existing source of users, like Active Directory. If you don't have that, you need to first add your new users as local accounts on the Windows box you installed SharePoint on. Only then will you be able to give them permission on a SharePoint site.
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