SharePoint Online 101 - Ips.state.nc.us

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12/13/2018SharePoint Online 101Introduction to SharePoint OnlineFocus Group Training SessionGayle MyersJoey EnnisDOA SharePoint LeadDOA SharePoint Lead2018SharePoint Online Training “Roadmap” Beginning January 2019, DIT Solutions will provide monthly training for “Introduction toSharePoint Online” training to DOA staff. Other SharePoint training will be scheduled throughout the year. These will be scheduledafter a few “Introduction to SharePoint Online” trainings are completed.There are four levels of training: SharePoint Online 101 – Introduction to SharePoint Online SharePoint Online 102 – Document Management(Prerequisite SharePoint Online 101) SharePoint Online 201 ‐ Site Owner Training(Prerequisites SharePoint Online 101 and 102 and approved SharePoint site request) SharePoint Online 202 – Advanced Site Owner Training(Prerequisites SharePoint Online 101 and 102 and 201)1

12/13/2018What is SharePoint Online? A cloud‐based service that is apart of the Microsoft Office365 suite of products. Offers a secure place to store,organize, share and accessinformation from any locationor device.Why Use SharePoint Online? Offers a secure place to store,organize, share and accessinformation from any location ordevice that has a web browser andinternet access. Save your division money by offeringcloud based storage at a lower costthan dedicated server storage. Offers extra features to safeguardyour data such as hourly backups,version control and check‐in/check‐out functionality.2

12/13/2018Logging into SharePoint Browse to https://portal.office.com or https://ncadmin.nc.gov/intranet ,then enter your DOA email address into the required field, then click on the next button. On the next screen, enter your NCID account password when prompted and then click on Sign in.Reconsider Using Internet Explorer 11 (IE 11) Internet Explorer 11 was released in 2013. It'snow considered outdated and causes userinstability when using SharePoint Online orother modern Office 365 products. Chrome, Firefox or current versions of MicrosoftEdge are the preferred browsers until furthernotice. Chrome is available in the Windows SystemCenter for user installation. Firefox must beinstalled by the DIT Service Desk. If you haveissues installing these browsers, then contactthe DIT Service Desk for further assistance.3

12/13/20184 Hour Timeout DIT has implemented a securitypolicy that will prompt you to eithercontinue or log out of yourSharePoint account after 4 hours ofinactivity. Why? SharePoint is a collaborativetool that can be accessed from anycomputer including public usecomputers, therefore it couldpotentially be left logged into apublic computer. Always log off or lock a computerlogged into SharePoint before leavingthe computer unattended.Types of SharePoint SitesHUB A large portal site used to connect and organize sitesbased on organizational attributes such as project,department, division, or region.Communication A large portal site which is a great place to shareinformation such as news, events, documents, reportsand lists.Groups A smaller division or team based site that providescollaboration tools to communicate and share content.Utilizes a subscription model for users to subscribe orunsubscribe membership to the site with an emailcomponent.Team site with modern layout Legacy classic site with modern layout. New sites willnot used this model.4

12/13/2018Team Site vs. GroupsTeamSite A basic SharePoint site that team members can access andorganize content. Team members can also collaborate on the content.Examples for team sites include sites for a special projects,divisions or team projects. Legacy & Deprecated Includes collaboration tools, such as a SharePoint site, anExchange mailing group and easy user management.Groups To become a member of the group, the user can subscribe tothe group site by requesting access or the site owner cangrant the user permission to access the site.Types of sites example5

12/13/2018Current DOA Intranet Site Organization(Legacy Classic and Modern Layout)FiscalManagementPolicies andProcedureEtc. (LegacySite Pages)DOAHomeFamily Violence Prevention &Services ActMLK CommissionNC Complete Count CommitteeSADD Conference RegistrationSECC Team CaptainsState Construction OfficeInternal Audit TransferNC Internship ProcessNC Internship ProgramState Property Office DataTransferHome PageLegacy pagesCouncil for WomenDIT Solutions for DOADOA BlueprintDOA Content Managers User GroupDOA DashboardsEmployee Engagement CouncilFacility Management SystemFiscal ManagementInternal AuditNC Tribal Recognition ProgramP and C Con‐TrackPurchase and ContractPurchase and Contract E‐ProcurementStrategic Goals and ImperativesTeam sites withmodern layoutGroup sitesExternal sitesSearch In SharePoint Online and onoffice.com, search is personal, and thesearch results are even easier toexplore. Another user will see different resultsthan you, even when you both searchfor the same words. You will only see results that you haveaccess to, and other users can’t findyour private documents unless you’veshared the documents with them. Even before you start typing, you'll seeresults based on your previous activityin Office 365. The results update asyou start typing.6

12/13/2018Navigating the IntranetLeft NavigationDocument Center7

12/13/2018DIT SolutionsTeamsites & Groups Navigation List8

12/13/2018Tool BoxYour Tool Box may look different than others. Everyone has access to view the StaffDirectory, Events Calendar, Graphic Assistance Form and Web Update Request Form.Quick LinksQuick Links provide access to frequently used links.9

12/13/2018Department NewsMake sure to visit the Intranet regularly for Department News.SharePoint Updates(Freaky Fridays) SharePoint is going through amassive makeover. Microsoft ismaking updates weekly to improvethe user experience. Microsoft updates – What you couldexperience: Performance issues Slowness Some functions not working asexpected New features may appear10

12/13/2018Types of PagesHome page Landing page includes content such as news, events, and links.Site Page Web page for communicating various content.Document library A secure backed up area to store files. Users can easily update and access files from any device. Each change creates a new version in the library when the version feature is turned on.List A collection of information. Information is organized into rows know as a list item. Think of a list as a mini‐database.(similar to Excel)Types of PagesHome page Landing page includes content such as news, events, and links.Site Page Web page for communicating various content.Document library a secure area to store files. Users can easily update and access files from any device.List a collection of information. Information is organized into rows know as a list item.11

12/13/2018Types of PagesHome page Landing page includes content such as news, events, and links.Site Page Web page for communicating various content.Document library a secure area to store files. Users can easily update and access files from any device.List a collection of information. Information is organized into rows know as a list item.Types of PagesHome page Landing page includes content such as news, events, and links.Site Page Web page for communicating various content.Document library a secure area to store files. Users can easily update and access files from any device.List a collection of information. Information is organized into rows know as a list item.12

12/13/2018Types of PagesHome page Landing page includes content such as news, events, and links.Site Page Web page for communicating various content.Document library a secure area to store files. Users can easily update and access files from any device.List a collection of information. Information is organized into rows know as a list item.Using Site Pages Site page is a web page thatcommunicates informationto users. Site pages use web parts todefine information zones.Web parts are the building blocks to createpages. Example web parts are news,calendars, text, links and images.13

12/13/2018How to get support Online Resources Microsoft SharePoint Help Center NC SharePoint Online User’s Group Other SharePoint Resources Contact the Site Owner of the particular site (Seesite home page or DOA Team Sites & Groups list forSite Owners) Submit a SharePoint ticket for assistance DOA SharePoint AdministratorsQuestions & Feedback14

12/13/2018Your Feedback is Greatly Appreciated We’ll send you an emailafter class today Pleasetake a moment tocomplete our shortanonymous survey.Let’s Connect!@NCDIT@BroadbandIO@ncicenterNC Departmentof InformationTechnologyNCDITNC DIT@NCDITit.nc.gov15

SharePoint Online 101 Introduction to SharePoint Online Focus Group Training Session 2018 Gayle Myers DOA SharePoint Lead Joey Ennis DOA SharePoint Lead SharePoint Online Training “Roadmap” Beginning January 2019, DIT Solutions will provide monthly training for “