Transcripts
1. Introduction: - Hello . I'm a mark me in life and I see sharp level a pair and also SharePoint developer from version 2007 up to 2013 16 or 19. I am also SharePoint online developer. And now I am a little bit of accusing on Microsoft 3 65 These basic cars. We will not go much into deep, but we will learn some basic knowledge and principles about SharePoint.
2. SharePoint Introduction: Okay, So, firstly, what is SharePoint? Basically it ISS one off Microsoft products, and it is mainly used for document management systems or your company, Internets. It is deeply linked with Microsoft Office products like Word, Excel or PowerPoint, and it has many different versions. Firstly, it started to its SharePoint server versions. They are with us from here 2000 and one up to 2019 and 2022 additions. Besides SharePoint server version, there is SharePoint online version, which is part off Microsoft 3 65 products or office 3 65 or looks. SharePoint online is updated constantly. That means that new updates are headed to the SharePoint online constantly through time. And lastly, SharePoint case. Let's form. This means that when you will be using SharePoint, you will use your Web browser like chrome or Firefox, and you will use your active directory account or Microsoft 3 65 account. So here we're in my SharePoint we can see I am using my Google Chrome Sweb, Roser and Marcher Point is located under these Euro. This specific SharePoint is SharePoint online version, which will always help in andress dot SharePoint dot co. We can see where some title here, off our SharePoint side and on the left we can see some navigation. May knew where we can. For example, go to our documents library or to our pages library or simply we'll all side content, which is on this site on home. We have our pretty home page for our Internet. We can see some text on it, or we can should do some meetings, maybe, or at some company news, or simply display world clock or words better.
3. SharePoint Libraries: Okay. We now know what is basically sharp point. And now we will looked through every fundamental building block off SharePoint sites. Firstly, we will look at SharePoint libraries. You can imagine the SharePoint library as some kind off file storage where you can get a date or delete your files or folders. So here we are in my SharePoint and we are now in our documents library. We can see that I have some files already here, and I am So folders already here do, For example, we can upload some new files we can heat on upload and files on. We can simply juice some files and we can see our file is now in our documents library. We can also read this file. I can simply check this on. We can hit on different so we can see that document libraries are pretty much the same as some windows folders. We have files and folders, but in SharePoint document libraries, we have also some meta data. We can see here some fields, like modified, modified by or maybe some text field or some version field, which is if we want to edit these fields, we can use this simple function Quick edit. And we can simply it may be some text here, and if we are satisfied, we can exit quick at it. We can see that in our documents. Libraries, we have this reborn bar which is called command Bar. We have our actions here like new upload or quick edit. And we have our we use here so we can maybe switch here toe compact least, or we can view some tiles off our documents or we can create our custom views with our special fields. It is really up to us. We can also somehow filter our results. Our list showed here so we can simply hit on this filter icon. And maybe we want to show only word files. And we can see that our view is now filtered and is displaying Onley boards. And for example, we want to help some another field here. So again, go again in tow, documents, library. And we can simply it on this plus sign and for example, we want to at some number, field, and we can simply it safe. And let's go to a quick edit once again. And for example, we want to have these document number, maybe five and we can hit, enter and exit quick at it. So simply adding new fields or editing the values is pretty much straightforward. We can always use our Andy quick edit function in sharp. In libraries, we can use function call opening office products. We can simply hit on these three dots and here we have the option open. Firstly, we will have the option opening Roser and we can see some kind off world online editor where we can simply edit our words And it is already saved to our documents library so we can simply exit this stop. And if we refresh these documents library. We can see that this world waas edited a few seconds ago by me. But for example, you like your desktop word addition. You can also edit this file directly to SharePoint. We can go once again under these three dots and here we have the option open in up and this simply opens out Microsoft towards and firstly, we must sign in. And now we can see that we have opened our award directly through share port. If we get something and he to save it is already saved doing a sharp point, but and in libraries we can also use another hand. The function that is called think they simply synchronize these particular document library through our one drive to our peace so we can hate sign in. And right now, our document library is synchronized with my computer, for example, Weekend here and we can hit on open folder and we can see right here I have the same exact content off my document library. And if I edit these files through my disturbed port in this one drive folder, they will be automatically synchronized to my sharp. And next in SharePoint libraries there is another and the function called very Jinich. We can see some version field here. And for example, if I it did this document once again, we can see that these version waas 11 point for and now is 11.5. So why burgeoning? We can simply track our changes. And if we or our colleagues makes mistakes, we can simply go bake in our versions to our specific version in past. And it can be done here under these three dots in our version history here we can see all off our versions starting in one point. Oh, and what are the 11.25? And lastly, in documents libraries, there is another handy function. Gold check out and check in. Firstly, let's suppose we have some documents. They do it wants toe edit, but we don't want to. Others to be ableto edit them while we are editing them. So, for example, I want to work on these documents do all day and I don't want to others too. At some there changes while I'm working on it. This can be done easily in these three dots and a this cult check out. Now this document is checked out only for me, so only I can edit it. Or maybe I can delete it also. But others are not ableto edit this document until I check in it. So, for example, I am over its satisfied with my changes and I want to other still be able to edit this new payment. I can once go again under the street, dotes on it more and it's on check in now. Others are already able do edit this document. So this waas some basic no leisure mouse documents, libraries and, for example, I want to create another document library. This can be easily done here in sight, content off our SharePoint side. And here we have the option. You Firstly, we must do some name for our document library. So for example, I can at some testing library and I can heat on create. And now we can see we are in our testing library where we can it and other files and other folders and in other fields And for example, I want to change this library title to something else. It can be easily done here under this settings icon. Here we have the option library settings. On this page, we can find every library setting they do we can set in our SharePoint libraries, for example. We can get some new fields or we can get some you use. It is really up to us. But these Wiberg title can be set here under this first option called list name, description and navigation. And here we can set our testing library title so we can it some special library, and we can heat on, say, And now if we go back into our library we can say that our library title has already changed, so these were sure point libraries. We can see that they are basically some kind of file storage where we can it edit or delete files or folders. And we can also help some fields or metadata which can have different types. Wack text number, date terrorism in libraries. We have our commander bar where we have our actions like new or upload, and we have also hear our views and we can also filter our results. We can use our handy quick edit function for editing field, and we can also open our documents in award excels or power points. We can also use out one Dr Synchronization which will synchronize our libraries to our BC's Wheat. One drive and we can see that in sharp when libraries we can use some where joining and we can go back into our space IQ thick version in the past and, for example, we can use our check out and check in metal to reserve our look humans only for us. We also showed how to create a new library and how to access their settings. Page
4. SharePoint Lists: Okay, So we now know what our shepherd libraries and insure point. We have also something called SharePoint lists. So here we are, in my sharp point least, and we can see that the U eyes read. Imagine the same as in libraries, but instead off files we are storing here our items. We can see the delay out. It's pretty much s some kind off excel spreadsheet. We can see our We're always here. Wait. Our schools here We're also here are quick edit functions, so we can quickly at some new records. And we can also simply delete the records we can see that s in document libraries in least were our fields. So we can see we have a title field, our text field, and our number field, for example. We want to it some date field. We can simply hit on this plus sign. And here we have the date option. And let's go back into our quick edit once again. And, for example, insert some date into this field so we can see that the SharePoint least are pretty much the same. That's sharp libraries, but instead off files we are storing Onley some kind off records or items Here we can see we have a command bar here with our actions like new, quick edit or export and Excel. And we have also our we also here, and we can also maybe filter our results here. For example, we want to filter I times which have only this in number field, and we can see it is pretty much straight forwards. And let's, for example, create some new least we can go into our site content, and once again here we have the option new. But this time we choose the least option. And, for example, we want to name our least somehow. So we can it some distinct placed and we can get on create. And now we can see we are in our new distinct least And we can see there's in SharePoint. We have by default Onley title field. In our new lists, we can also it's a new columns like text, multiple eyes off text. Or maybe number is no person date choice. It is really up to what information do you want to store in your SharePoint lists? And once again, for example, we want toe change this least title. It can be easily done in list settings, and we can see that this settings page it's pretty much the same. Libraries were reviews here. Our columns here and our basic settings here and least name can be changed here. So we can. That's something so least on we can hate on, say, And once again we can see that our testing list has changed to our specialist, but we can notice in our navigation menu we have our old title off least so we can click here on edit and we edit testing, lease to our specialist and we can save. And we can see that also in our navigation, our title ace now changed. So these were sharp. At least they are some kind off items storage where we can it edit or delete items or folders. We can also ever fields, which are called meta data here, which can have different types. It's text number, date, Harrison and so one, and we can see we have our common borrow it our actions, views and filters. We can also use our Andy quick dysfunction, and we can simply creating your least or access their least setting speech
5. SharePoint Pages: so we know. Know what are sharper libraries and what our SharePoint lists much. Let's suppose we have some kind off content. For examples, take store evens or maybe humans, which we want to share it. Our colleagues or our employees for these are SharePoint pages. Here we are in this SharePoint and we can see our home page. We can see some text here or maybe some image here or evens. We can also see here some news here or maybe some widgets. So let's go ahead and create our new SharePoint page. This can be easily done once again in our site contents, and here we can click on you. And here we have the page option and firstly, we want to somehow name our page. We can, for example, it's distinct page and we can start creating our contact. We can see we have our simple plus sign here and here. We can see some wet parts, for example, that we want to firstly add some text here so we can click here on this text the web part and we can easily at some text we can sink formalities to be bolt or maybe italic or underline it is pretty much stay straight forward and it is written much simple editor. We can also at some image here so we can once again click on this plus sign. And here we have the image option. For example, we can upload some images. Or maybe we can use stock images already here. So what's, for example, of Jews? This one and we can hit on insert and we can see our image right here in our SharePoint page. But let's suppose we want to be this image a little bit smaller. So we have some options here for it. We can hit on resize on. We can simply rece ice this inch. We can at also subscription here. Okay. And let's suppose we want to be this image right next to our testing text. Right now, this text where parties is from the left to the right and also our image were part is from the left to right and they are taking all of our space on our page. So, for example, we want to be this image to the left. Off this text, we can simply hit on this sign which says added section and here we can see. We have now choose only one goal. So, for example, choose this layout and we can eat on these sign and we can see we have our text and our image in the left column on. We can simply drag our text right next to it. And we can see we have our way out with image on left and next on the right And for example , we won't do it. Some new section which will have three cones and each off these three comes. We can at some parts, for example, here we want to have some some he won drip parts and for example, here we want to Well, some news with parts, you can search for it. And here we want to help. For example, some document library, what parts we can choose. Look, humans library, and we can see our documents here. And lastly, we are satisfied with our page. We can simply it on this published sign and for example, we want to add our page to our navigation and we can see our testing pages already in our navigation. It has some name on it. It is image and some text and tried. After these, we can see our evens news and documents library with parts and lastly. For example, if someone goes to our shirt inside, we want to show them our testing page, which we have created right now. This can be easily done in our site contents and in our side pages library. We can see our pages that are on this particular SharePoint site. So here we have our testing page and we want to make this page as home page. And now if someone enters our side, it will be all really taken to our testing page, which we have created. So these were SharePoint pages. We can see that they are useful when we want to share some content or information and that they can be found in our side pages library and we can use multiple parts on our pages. We can use, for example, how text image, gallery lists or libraries or even evens were part on or Newsweek parts. And we can also set our pages as a home page for our SharePoint sites.
6. SharePoint Sites: So we now know what our SharePoint libraries, SharePoint lists and shell point pages. And let's suppose we work in some kind of company which have multiple departments like I D or H R all, maybe Finance Department. And let's suppose each off these departments should health their specific libraries their specific lists and their specific pages for these poor pose our SharePoint sites. So here we are in our SharePoint and now in our site, contents weakens, reach, toe subsides. And here we can see out Violence HR and Heidi sites. So let's go, for example, into these free sites. And we can see each of these sites today own site like own home page with their own with parts, we can see that the U error hero is slightly changing. We can see here violence here. Age are, and here we can see I d and, for example, who we switch toe site contents. We can see we have different side content for our finance side, and we have also different site content for our H R site, and we have a different side content for our I decide So, for example, I T department can help their specific document libraries they can create. Maybe some manuals, library or finance department. They can create some reports. Library. It is really up to how you will structure your content into sites and for example, let's go create some new subside. This can be once again easily than hear clicking new and we can click on subside And once again, firstly, we want to somehow name our side for example this thing site and we must get some you Earl to our website. So, for example, we can at best thing and we want to select our English our language and we want to select a template as a team site and we can hit on create. And now we are in our testing site. We can see we have our site title here, and our U Earl is testing in our side content. We can are set libraries laced or Mary pages. And if we go back to our roots side parents side here in a side contents, we can see our sub site already here. So this was out. Create some you subside. And, for example, we are creating a lot off sites with most off content and we want to. Somehow he's this process so we can quickly create you subsides wheat, their content. We can use site templates. This simply means we can say, for example, this particular site with their content as the template. And then we can create new subsides easily from this template, which we already have their contents. So this can be done in our side settings. And here we have the option safe site as a template. And once again we want to somehow name our templates. So, for example, we can that's template, want free on we can get it also as a description, and here we have the option includes content. This simply means that if we want to include content, our template will include up libraries, lists and pages with their contact. This means that the libraries will help their files and least will held their items. We don't want to include content. We can simply uncheck these and these mints that this template will have only there lists or library definitions with fields or meta data, but without files or items in them. So we can simply going okay and now our sex template is already ready to use so we can eat . Okay. And let's go create another subsidy here. And once again, we no sites title, and we can get this to a Ciro. And now, in templates election, we want to choose our side template. It can be found here in discussed, um Tup and the really template 12 free already here so we can hit, create. And now we are in our testing site, created from our template. Then we go into our site contents. We can see our documents, library year and our lists already here. But if we go in tow list, we can see that it is now empty because we unchecked the include option in our template. And if we go back to our but inside, we can see side content. We should now will these five subsides. So these were sharp insights. We can see we can have our list libraries and pages grouped to our shop sides. Basically, sides are created for one department and multiple departments needs multiple sides. And we can also see that we can have sub sites in our SharePoint sides and we can also create sites templates and easily create a new subsides from them.
7. SharePoint Permissions: So we now know what our SharePoint libraries lists pages and sides. But let's suppose we want to somehow control our access to these three sources. For example, we want to have some users to have only great permissions. Other users toe Eddie's permissions and maybe some administrators to have full control to these resource is so, firstly insurer print permissions there is inheritance. This simply means that this SharePoint side yes, their own permissions and libraries At least these sites are inheriting these permissions. For example, if I choose some users to only read these SharePoint sides, they will have only read permissions on these documents library and these least. But we can also stop inheriting this pair emissions. For example, for this particular document library, I want to have these users toe also edit permissions. This can be in SharePoint easily done by stopping inheriting permissions so we can check our permissions, for example, for these documents Library from our setting spay judge, we can go into our permissions option and we can see that this library is inheriting permission from its parent, which is our roots site and for example, we want to stop inheriting these permissions and we want to have some testing user to Onley . Hell, read permission level. I have already opened another Crume with my distinct account. And here in our documents library, we can see I can create new files, all maybe upload your files and also edit and delete these files. So let's go back into my account and we can click here on stop inheriting permissions and we can simply remove or permissions and we can simply grant permissions for me and here in show options. We can simply send an email invitation, but it is not necessary now. And here we have the permission levels, which we can assign to our users full control. It's pretty much self explanatory, and we can see some permission levels like design, edit or Onley rate. So for me, we want to have full control. And let's grant permissions for testing account, and we want to have only rate permissions for my distinct account. So we can see now my account should have full control, and my testing account should have only great control. So let's go check and let's go back toe. Look, humans library and we can see that under my account, I am able to create new look elements, upload new equipments or maybe headed some meta data. But under my testing account, if we refresh this document library, we can see we no longer have the option to create new documents or uploading your documents . And also there is no quick edit function. If if I simply wants to delete these document, it simply cannot be done. I have only read permissions. These means that I can only view files or folders and time, not ableto edit or delete them. So these were SharePoint permissions. We can see that's permissions can be used when we want to Somehow control and access to our SharePoint resources. We can see that permissions are in some kind off your article scopes. We can help you out side permissions and least or library permissions. And we can also set different permissions or for our items and our files. And we can see that my default permissions are inherited from their parents. This means that items or files are inheriting permissions by default from their least libraries, which are generating permissions from their sites, and we can also see that we have some different levels off permissions. We have full control, design, edit, contribute or simply only rate permission. Well
8. Example Demo: Okay, so we know. Know what? Our SharePoint libraries, least Bages permissions or even publishing, So we can now easily build our own custom Internet. So let's suppose where some company with free departments, i d hr and finance This would be our route side where we will share our main information or baby main use from our CEO or SITIO and so on and toe so we can see we have a nice image here and we have nice meetings over the year. Andi, here we have some important company news that shoot all users. See, we also have some company documents library where we should store some important documents for whole our company. And we have pages, library or even site contents. So this was our route side that will be shared for all users in our company and let's go to our free departments. So firstly, we can go toe I t department and we cannot see that the I T department has their own own page with a nice image and also there only news and we can see they have some important documents, like Internet manual and sore. They have also their documents, library and today our pages library and let's look it HR department and we can see HR Department has some meetings over the plant for them. Or maybe they can at some quick clings. Or maybe some important documents. They can get their own use for their HR team, or maybe customize some image over their team. They also have their the humans library or pages like birth. So this Force HR department and let's have a look at Finance Department and on Finance Department. We can see some fence diagram or even some weather information and some important documents , and it's once again they can have their only use from their finance team. We can see they have something humans, library over, even pages library. And they have their own site content. And we can, for example, see they hear their own employees lists. So this Waas Finals apartment and we can see we can customize our SharePoint online to our specific needs. We can build sites for our departments. We can build least libraries, set permissions or even built complex pages. It is really up to you how we will be using a SharePoint how we will customize it and how well structure it
9. Congratulations :): So this was SharePoint basics. I hope you have enjoyed this course. And I hope, too, that you already know some basic knowledge and principles Off share port. I will be really glad if you share with me your opinions or your honest review. See you next time.
Marek Mihalech, SharePoint Master
