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Collaborating in SharePoint 2013

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This Microsoft SharePoint 2013 Collaboration Expert course covers the information needed to be efficient while collaborating with others in SharePoint 2013. Through in-depth discussions and step-by-step instructions, learn the tasks and configuration options available to users who have edit permissions on lists and libraries....
This Microsoft SharePoint 2013 Collaboration Expert course covers the information needed to be efficient while collaborating with others in SharePoint 2013. Through in-depth discussions and step-by-step instructions, learn the tasks and configuration options available to users who have edit permissions on lists and libraries.

SharePoint 2013 default permissions for a member of the site collection Members group provides more features and functionality than previous versions of SharePoint. By default, not only can an individual member of the SharePoint Members group perform the same collaboration tasks as in SharePoint 2010, but he/she can also create lists and libraries because of the new Out-Of-Box (OOB) default Edit permission assigned to the SharePoint Members group.

This course introduces, discusses, and shows the options available for managing and collaborating within SharePoint. Topics discussed include: differences between edit and contribute permissions, list and library introductions and management, and how to create lists and libraries using the default OOB Apps. Also learn how to create and manage views within a list and library, locate content, the effects of the publishing functionality, the effects of the integration of Microsoft Office suite with SharePoint, and how to make the most out of the social options available in SharePoint 2013.

Recommended Experience
  • Understanding of SharePoint 2013 Logical Infrastructure
  • Familiarity with Microsoft Office
Recommended Equipment
  • SharePoint 2013 List and Library Play Environment
Related Certifications
  • MCSE SharePoint 2013
  • MCTS SharePoint 2010
  • MCITP SharePoint 2010
Related Job Functions
  • SharePoint site collection member
Brian Alderman was a CBT Nuggets trainer from 2014 to 2016. He holds a variety of Microsoft certifications, including MCT, MCSE, MCSA, MCITP: SQL 2005/2008 Database Administrator, MCITP: SharePoint Administrator 2010, MCTS: MOSS 2007 - Configuration, and MCTS: WSS 3.0 – Configuration.
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1. Introduction to SharePoint Collaboration (8 min)
2. SharePoint Navigation (5 min)
3. Introduction to Lists (22 min)
4. List Configuration Settings (11 min)
5. Introduction to Libraries (8 min)
6. Library Configuration Settings (10 min)
7. Creating and Managing Lists and Library Views (16 min)
8. Document Management (15 min)
9. Advanced Library Options (15 min)
10. Using Search to Find Information (10 min)
11. Working with Workflows (11 min)
12. Working with SharePoint Social Options (17 min)
13. Integration of Microsoft Office with SharePoint (9 min)

Introduction to SharePoint Collaboration

00:00:00

Welcome to CBT Nuggets, becoming a SharePoint 2013 collaboration expert course. My name is Brian Alderman, and I'm excited to be spending some time with you to help you understand what you can do as a collaboration expert. The permissions for the member SharePoint group have changed significantly, so what we're going to do is talk about all of the actions and tasks that you can perform as a collaboration expert.

00:00:22

As a SharePoint collaboration expert, there is a plethora of options available to you. So we're going to begin in this Nugget by introducing what SharePoint collaboration is all about. In future Nuggets, we're going to explain SharePoint navigation so you can easily move around inside of SharePoint.

00:00:39

We're going to talk about working with both lists and libraries, which includes creating and configuring them, and pointing the differences out that you may find between a list and library. We're going to look at ways to slice and dice our information by creating and configuring views.

00:00:53

We'll talk about document management. Some of the options available to us, if we have thousands and thousands of documents, we'll discuss a few advanced library options like document sets and document IDs. We'll drill into the extremely powerful search functionality, which will help you to locate content in SharePoint.

00:01:10

We'll look at adding and using, workflows that are available to us. A workflow is an automated business process. We're going to want to streamline some of the processes available to us. We'll talk about the social functionality and really drill into my sites, and what new options are in there in 2013.

00:01:25

And then we'll wrap it up by talking about the office integration by explaining how SharePoint integrates with Outlook, Onenote, and Excel. This introduction Nugget is going to begin by explaining SharePoint collaboration with. Then we're going to talk about the logical infrastructure of SharePoint and where the knowledge from this course is going to fit in to this big picture of SharePoint.

00:01:46

We're going to talk about the permission levels for collaboration, because as an expert you can perform more actions than you could before. And as a reminder, everything that we're talking about in this course is going to be applicable to Office 365.

00:01:59

And then I'm just going to give you a quick tour of the CBT Nuggets Team Site, because that's where we're going to be spending most of our time in this course. I travel quite a bit-- over 100,000 miles a year for the last four or five years. And during my travels, I always get a question.

00:02:12

It's, why do you travel so much? And I tell them, I write books. I speak, I consult, and I train on SharePoint. And often they say, I've heard of SharePoint. What is SharePoint? And I explain to them, it's a central repository of shared information that we can collaborate on.

00:02:28

And that just opens up a can of worms, because the next thing they say is, what do you mean by collaborate? And I specify the fact, well, it's shared information that you and I can work on no matter where you are in the world, because it's centralized in a repository.

00:02:41

So they're starting to nod their head and get the idea. And then they nod their head, and then I add, it also includes some features that allow me to manage my content. I can create views for you and I to be able to slice and dice information the way that we want to.

00:02:55

If I can't remember where something is located, I can search for it. If I'm performing the same manual redundant tasks, I can use workflows for those routine tasks. But not everyone can do this. I need certain permissions in order to organize and manage my content, which makes our jobs easier.

00:03:12

Here we have it. These are our three default groups down here. And notice our CBTN Root Members now has edit permissions. And that's why things have changed so much for us in SharePoint 2013, because this edit permission includes the ability to create lists and libraries, add or remove columns and add or remove public views.

00:03:37

So by default, anyone in this members group down here can perform all those tasks that they couldn't perform before. Now, you can-- and I have seen some companies do this-- you can go in and change this from edit back to contribute. And now your behavior will be the same as it was in SharePoint 2010 and 2007.

00:03:56

But that's why we can do so much more in 2013 is because of this edit permission versus the contribute permission. This is the big picture of SharePoint 2013. It's the entire farm. And I want to make sure you understand where we are in this big picture.

00:04:10

We are working down here in the list and library content where we can create lists and libraries, views, and manage items and documents. However, when you're using my sites, you then are a site owner and you should check out the CBT Nuggets site ownership course.

00:04:26

Also when you're my sites, you're a site collection administrator, so you'll want to check out the CBT Nugget site collection course. But in this course, we're about the lists and libraries and items and document squares in the middle. Although this is the introduction Nugget, you're going to see all of the work that we've done throughout the other Nuggets.

00:04:43

I tend to come back and create my introduction Nugget after I've gone through the course in case there's other content that I want to add. So you'll see here over on the left hand side we have our quick launch bar and the apps that we've added to it.

00:04:54

You'll see on the top link bar we have our home page for CBT Nuggets as well as a subsite called MTP portal. You'll see in the top right hand side, because of my new permissions, I can add an app. I can also go to Site Settings. Not much I can do here, but I can view the site lists and libraries that are in here, and I can take a look at the quick launch in the top link bar.

00:05:14

If I'm working on a library like CBT Nuggets, I can come up here. And then I have my ribbon I can work with. I click on files, which gives me options to work with my files, or I click on Library and it gives me options to work with the organization and configuration of my library.

00:05:30

And we'll click Home to head back to our homepage for CBT Nuggets. And the final piece I want to share with you as we begin this course is that we're going to be using the Jessica account as you can see in the top right hand side. This account is part of that CBTN root members group, which now has the edit permission instead of the contribute permission like we had in previous versions.

00:05:51

So in this course, we're going to explore SharePoint 2013 collaboration using this account. You should now be able to explain what SharePoint collaboration is all about as well as where a SharePoint collaboration expert fits in the logical infrastructure.

00:06:06

We also understand the new permission level of edit is a lot more powerful than the contribute that we had in previous versions, so that's why we are able to perform as many tasks. And then we took a quick tour around the CBT Nuggets Team Site to view the options available to us as a collaboration expert.

00:06:21

I certainly hope this Nugget was informative for you, and I'd like to thank you for viewing.

SharePoint Navigation

Introduction to Lists

List Configuration Settings

Introduction to Libraries

Library Configuration Settings

Creating and Managing Lists and Library Views

Document Management

Advanced Library Options

Using Search to Find Information

Working with Workflows

Working with SharePoint Social Options

Integration of Microsoft Office with SharePoint

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Intermediate 3 hrs 13 videos

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