Join Gini von Courter for an in-depth discussion in this video Navigate, browse, and search in a site, part of SharePoint 2016 Essential Training.
- [Voiceover] Every SharePoint site has commands that help you move around in the site, help you navigate. Let's take a look at how we navigate in this standard SharePoint site. This is what the site looks like pretty much right out of the box. I have added some documents to the site, but other than that, this is what this site looked like when I created it a little more than an hour ago. On the left hand side we have an area called the Quick Launch, it has Home, Notebook, Documents, Site Contents and this area is used for navigation within the site.
So the Notebook is in the site, the Documents link us to a documents library that we actually see on this page. Site Content shows me everything in the site. And at the bottom there is a small pencil icon and edit links and this is because I have a lot of permissions on this site, so I can actually edit this Quick Launch. You'll sometimes hear the Quick Launch referred to as left navigation or site navigation but it's most typically called the Quick Launch in SharePoint because for many versions of SharePoint we had the words Quick Launch emblazoned on that portion of the site.
At the top above where we have the title Team Landon SF, we have Team Landon SF in blue and that's actually a hyperlink as well. That area's called our top navigation, and if you notice to the right it has the ability to edit that set of links. Top navigation is normally used to navigate between the sites within a collection or group of sites. So it would make sense for example to have links to other sites related to Team Landon San Francisco.
For example the team site for the Detroit Landon Hotel or for the Atlanta Landon Hotel, or a link that would take us back to the Landon Hotel North America Intranet that this site is part of. And we'll be making some of those modifications later to the navigation in this particular site. So on the left a Quick Launch to navigate within this site, at the top, top navigation to navigate between sites that are related. Sometimes the Quick Launch is actually on the top and there may then be only Quick Launch navigation or two rows of navigation.
That used to be done more frequently and it was done because it would free up space on the page. So we'd have more horizontal room if we weren't always displaying a Quick Launch. The idea being that people don't mind scrolling up and down as much as they mind scrolling side to side in a page. We have another way to gain that space back which I'll show you in a bit. We also have the ability to access other features that are part of or related to SharePoint.
And we'll do that using this icon in the upper left hand corner that is called the App Launcher. Now the App Launcher comes to us originally from Office 365 where it premiered, it was then used in SharePoint Online and now it's used in SharePoint Server 2016. Though it's formally called the App Launcher, a lot of people simply call it the waffle because it looks like a Belgian waffle. If you click the waffle you'll see the applications that are available to you. In this case we have a Newsfeed, OneDrive, and Site.
So when I open the waffle I get tiles for different applications. If I want to go to any of these applications I can simply click the appropriate tile. The fact that I'm only seeing the Newsfeed, Sites, and OneDrive is a pretty good clue that I'm running SharePoint Server 2016, and I'm not running it in a hybrid environment, because if I were running SharePoint Online or running in a mixed environment I would be seeing some other apps there. For example Excel Online and PowerPoint Online and even perhaps some customized apps that my organization had created.
Because in Office 365 and SharePoint Online, the App Launcher is customizable. Below the waffle, I have a ribbon. Now you don't really see a ribbon here because the browse page of the ribbon looks like nothing, there are no commands on it. But if I click page, which is the other tab that is visible here, I'll see commands that I can use to modify this particular page that we're seeing. If you don't have a page tab, then you don't have permission to edit this page.
if we follow across the right hand side you'll see four buttons, share, which is used to share this entire site, not this page, not part of this, but the whole site with someone else. Follow, which is used to follow this site. Edit, used to edit the page, and finally we'll focus on content button. When I said that we had another way to gain horizontal space on the page, focus on content actually hides the navigation elements on the page, so when I click focus on content, notice that both my top navigation and my Quick Launch disappear.
The scroll bar's gone, I don't need it any longer and I gain extra space to work with my page. If I click on focus on content again, the navigation elements come back, this is simply a toggle. Above the share, follow, and edit buttons we have the gear that is used for settings. So whether I'm changing the settings for an entire site, for a page, whether I want to modify the look of this page, this is where those settings are found. Next we have the question mark, which would take me to help files, and finally we have me.
And if I click the drop-down by my name, I can view my profile using About Me, or I can sign out. Now if you're using SharePoint on a public computer or a computer that's not your computer, perhaps at a relative's house, it's a really good idea to sign out when you leave SharePoint. Let's take a look now at the page itself because it has some elements that are useful and interesting to us as well. This is a search box for the entire site.
So if I search here, I'm searching everything in Team Landon SF. It will search the documents, it will search within documents, if I have items in my notebook it will search within my notebook and so on. If I click in search this site and look for example for a logo and then click the Search button, I will be taken to a search page, and it will show me results that could come from anywhere. Here's a file for example in shared documents.
Here's a log that's actually being used, and we'll talk more about how this search page works later in the course, but it's worth noting that search has been configured here with enterprise search so that I can search everything which is searching everywhere. I can search specifically for people, I'm looking for a person, conversations, or search in this site which is the default. This page has what are called App Parts on it, so what I see is Get started with your site, this is one large app part here on the left, a newsfeed, or a microfeed, and on the right a part that's displaying a document library.
It has a search box too, or that's what it looks like, but it's not really because this is only going to look within this library and it works more like a filter than a search. If I look for logo here, it will find that logo file that's listed there, but notice that it simply filters it in place. And to clear the filter, I can click the x and now I'm no longer in a search mode anymore but I wasn't taken somewhere else to view results. And I'm only seeing the results in this particular library.
As I point to really any of the documents here I will get a preview in what's called a hover panel that will show be information about this document and if it's a little slow coming up I can actually prompt it by clicking the menu button and it will fire it up a little more quickly so here's information about the document, who changed it, the ability then to edit, to share, to follow, and so on, right here at the level of the document.
And finally after I waited a moment I get a preview of what this particular file, which is actually an image, looks like. Almost every page in SharePoint includes these tools. So you will get very comfortable using them the longer you work in SharePoint 2016.
- Name three security groups created by default for every SharePoint site.
- Describe the benefits of working in a team site.
- Organize files in SharePoint libraries.
- Explain the three different scopes of sharing.
- Use Check Out and Check In features to reserve a document for a private editing session.
- Compose custom lists when built-in data doesn’t fit your needs.
- List three types of SharePoint workflows.