SharePoint 2010 Essential Training
Illustration by Richard Downs

Using personal and social features


SharePoint 2010 Essential Training

with Simon Allardice

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Video: Using personal and social features

With every version of SharePoint, Microsoft has added more and more personal and social features, and by that I mean they are trying to bring into SharePoint the idea of sites like LinkedIn and Facebook and Twitter, for connecting people and keeping people updated. You'll basically find all of these options will be driven from the dropdown menu where your name is and you might find more or less options based on what your administrator has enabled or disabled. It's an interesting idea, because you'll actually see several different links.
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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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Watch the Online Video Course 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
Simon Allardice

Using personal and social features

With every version of SharePoint, Microsoft has added more and more personal and social features, and by that I mean they are trying to bring into SharePoint the idea of sites like LinkedIn and Facebook and Twitter, for connecting people and keeping people updated. You'll basically find all of these options will be driven from the dropdown menu where your name is and you might find more or less options based on what your administrator has enabled or disabled. It's an interesting idea, because you'll actually see several different links.

You'll see phrases like My Site, My Profile, My Settings, and in other contexts you'll see other links. But there are really only three places they are going to take you to. And I actually prefer the idea of the My Profile as the one that drives everything. If you're coming from the old SharePoint 2007 world, you might be used to My Site as being the most important thing, but I think My Profile in this version of SharePoint really is. So here's the My Profile homepage, which as you can probably tell I filled out a little bit.

Put some information about myself. Because it detects that I am on looking at myself here, I do get the button here that says Edit My Profile. It's going to be bringing in some of this information from your existing user database like Active Directory, but a lot of the rest you can change. You can put things about yourself. You can upload a picture. You can add some topics that you feel free to have people ask you about and they can get in touch with you. Contact Information, again, a lot of this is optional. Details of past projects that you might have worked on.

You can put your birthday down if you want to do that and that will let other people know when your birthday is. Below that you have a section called Newsfeed Settings. I'll talk about that in just a second. So I'm not going to change anything. I'm just going to hit Cancel and go back. Now, you'll see several links up at the top. You see My Site is kind of showing up there as if it's the most important thing, then My Newsfeed and My Content. We're on the My Profile page. I'm going to click on My Newsfeed. Now this was also sometimes known as the Activity Feed and I actually prefer that name for it, but regardless of if you call it the Activity Feed or the Newsfeed, this is an automatic page.

And what I mean by that is if you're familiar with using say RSS readers and other newsfeeds, you might think that you're supposed to manually subscribe to certain pieces of information to have them show up here and that's not really what happens here. It's actually trying to draw information from your profile. Flicking back over to my profile, if I say that I want to edit it, then down towards the bottom I have Newsfeed Settings. What am I interested in, when do I want to be sent emails, what activities am I following.

And by having these all checked, and they are all checked by default, what it's going to do is find information from my colleagues, things like documents that they've tagged or anything that they've changed, their job title has been updated, their manager has changed. Well the question might be well how does it know who your colleagues are? Again, go back to the profile. If I can click on this Colleagues section here, it's actually going to detect some of your colleagues based on information that it's reading from Active Directory or wherever your user database is stored.

Although if you think it's getting it wrong you could actually click Add Colleagues and manually add people yourself or even remove people. By reading this information it can even give you the Organization section which if you have Silverlight, it will actually show up with this nice clickable interactive little control that you can play around with. Again, for most people this would go a lot deeper than just two or three people. But it's your colleagues and your profile settings that are actually driving what shows up on your newsfeed. These three links at the top are merely going to take you back to the places that I just showed you.

If you click Newsfeed Settings, we go back to the Newsfeed sections of your profile. You click My Interests. You go back to the My Interest section of your profile. We click My Colleagues. You go to the Colleagues section of My Profile. This is one of the reasons why I think that My Profile page is the one that really drives everything that's going on here. This little speech bubble here is more inline with the Twitter idea. A little quick one line status update. And whenever I put here and change will actually be considered an activity that would show up in the Activity Feed of colleagues or anybody who is actually following me.

It will also try and read things like memberships and distribution groups that it thinks you are a member of. At the moment, it doesn't find any for me. But the whole idea of networking people, of reading this information, of reading things like the organization chart, trying to see who it thinks is my dotted line manager and generating this little browser for me, allows me to connect very quickly to people. I could, for example, click on Gini Paxon's name and I'll see her version of her profile with her updates. Because it knows I'm not Gini, I don't get the ability to edit that profile, but I can certainly browse it.

But Gini has filled out some of this information, so she said, you can ask me about SharePoint governance, so I could click that and put a little question in there and that would count as an activity for her. So this like all social networking sites becomes more and more useful, the more people start to actually use it, the more people start to fill it out. And I've noticed that in installations where I've helped implement their SharePoint features that this has a way of kind of starting slow and then taking off. It kind of snowballs and reaches critical mass.

But if everything is really being driven from My Profile and My Newsfeed, what about the other links? Well, we also have the My Site link, which typically and depending how this is configured may even just take you the same page as your My Newsfeed. There is not actually any different there. However, the one I haven't clicked on yet is this, My Content. You may or may not see this. This is the closest thing to what was called the My Site feature in SharePoint 2007. Now if you can click this, the first time you do it will actually create you a unique site just for yourself.

In SharePoint 2007 this used to be a lot more complex. It was kind of the combined profile and content and newsfeed, everything all shrunk into one, and now they have split this up a bit more. Really what we're looking at here is a SharePoint site with a couple of libraries on it. One to contain some shared document so that if you want to have certain documents displayed to anyone who can view your profile, they can see it, and one for personal documents. I wouldn't keep anything very personal in here. I wouldn't keep personal tax records for example, because these documents will still be visible to me and administrators on this server, but they will not be shared with everybody.

From this page you could also even create your own blog and that would actually mean that you would be creating a completely separate blog site just for your own content. All of this information that you might start to fill out on your profile and your memberships and your colleagues, becomes searchable information. The idea, of course, is that it is like something like a LinkedIn or professional version of Facebook or Twitter. It's designed to help people find other people. So if you need to find who has got SharePoint experience in your organization, well, you should be able to search on that phrase.

If you're trying to find who has worked on particular past projects with certain clients, that should be searchable as well. That's the real value of this is the more the people fill it out, the more useful it becomes.

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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