SharePoint Training - Organizing a site

The importance of avoiding silos; and organzing by function rather than department.

MOSS includes WSS but WSS does not include all of MOSS.

Put Ttitle in both title and description to rise to top of search.

Spaces break sharepoint so no spaces in website address.

Keep filename as short as possible.  Blank sites can't get everything. 

Sharepoint Training-Introduction Part 2

Appendix page 16 - Best strategies   

1. The strategy contains proportionate attention to the elements of people, process, and technology.
2. Measures for success for the portal initiative are clearly defined and documented and are tied to an implementation calendar.
3. Initial release of portal should involve a group or department that has broad enterprise applicability, high visibility, and strong credibility.
4. Role based Portals should provide a process-centric, contextual view into information and transactions for specific tasks and job functions.
5. At least one "sticky application" that will get users to the portal and keep them there should be included in the initial release.  Sticky application is something that brings people to the site.
6. A detailed decommissioning policy is defined and enforced for all application and enforced (Pg 18)
7. Policies and standards are defined to minimize the potential for "portal sprawl" or the proliferation of multiple, stand-alone portal instances. 

http://www.sacsharepoint.com/ >Resources >Pre-Implementation Survey 

Create forms that allow input and then follows a workflow for approval and use. 
Folders make things harder to find.    We need to be dynamic and keep it easy to find.
Key performance indicators (KPI)

Max of 10 across by 10 down.   Flat taxonomy ensures that users can easily "digest" the scope of information; most portal-accessible content collections contain between 10-15 top-level categories.

Definition of metadata (fancy term for columns and the lookup tables).

http://www.wssdemo.com/Pages/websites.aspx

Sharepoint Training-Introduction Part 1

Sharee English, New Horizons

What you will be developing.

Sample Sites
   Team Sites vs Intranet
Being too close to content-designing for the people using rather than assuming they think our way

Most important decision: choosing the template used to design the site.   There is a tool that can export/import, but it isn't a microsoft topic.

1. end users, upload-download content
2. server admin   set up initial site
3. site administrator (focus of this class)

Do not make all the decisions alone.   eg tagging info...needs to be standard across the site  Sometimes if the backend isn't turned on proper, some things won't work, even if they seem to be
Day 2

1. WSS is totally free and has 12 templates (40 additional can be installed)
2. MOSS is not free and has 12 templates (Chapters 2,3 all day Tuesday

Day 3  Lists stores content

1. Chap 4 & 5  
2. Lists are based on list template (cannot change so get it right from the beginning.  Some cannot link to Office

Day 4 Advanced Lists (Libraries.  Lists store data and documents are optional)

1. # 1 used for lists is Excel
2. Can't store documents but documents are optional
3. Libraries store data and documents are required.  (

Chapter 7 Workflows automate business processes.  Policies auditing or tracking info in SharePoint. 

Chapter 8 is the most fun since it is where you can connect everything.  (Usually Friday morning)
Chapter 9  often covered as we go so it goes fast  Personalization creates buy-in.  

3 primary audiences:  viewers, members, and owners.  Important to see how it displays to them.

Chapter 10/11 3.5 hour labs each   10 has document issues; Chap 11 is a collaboration issue. 
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Taxonomy = designing your data. 
Service Levels - how much is it supported  24/7?

Every site has a single purpose.  Multiple purposes creates a mess. 

• Internet: Info about your Co 4 Public
• Intranet (secured) Info about company for employees  no hidden content from any employee
• Extranet (secured) Info about company for vendors/customers with sign in
• Team Site (secured) Info about Dept for department people only. 
• Workspace (secured)  Info about projects/department for different or combined departments.   Only site with broken permissions.

Publish means send to Intranet where everyone can view but no one can edit.  

Sharees blog:  www.shareesblog.com/?s=planning+worksheet  Useful excel document for planning purposes

Appendix pg. 11  chart

Site collections separate things, Navigation, templates, users, Top level site template is the most important since it controls everything below it.    

Internet and Intranet - stricter governance and control since it affects either everyone in the world or everyone in the company.   Team/Workspaces less controlled.