Unclassified Information Sharing Service MNIS PAUL HILTON JERRY GILES Where are we going? UISS-APAN Site Collection Admin Agenda 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Requirements for a Site Collection Admin What’s a Site Collection? What’s a Site Collection Admin? Permission Groups Building a Site Site Settings Site Features Exercise Site Collection Features Recap UISS-APAN Site Collection Admin – Requirements Complete the UISS-APAN Site Owner Training Submit your request via your COCOM to APAN ASP KM Lead Review the UISS-APAN Community Owner Information Assurance Training Complete the UISS-APAN Site Collection Administrators Training Course Complete the UISS-APAN Site Collection Administrators Form Site Collection Structure What is a Site Collection? A group of sites built on Microsoft Windows SharePoint Services under a top-level site. Web Application Site Collection Top-Level Site Site Site Site Lists Lists Lists Libraries Libraries Libraries Objects Objects Objects UISS-APAN Site Collections APAN /s /scape /apcn /pfa /sof /epp https://wss.apan.org/scape - CENTCOM https://wss.apan.org/apcn - AFRICOM https://wss.apan.org/pfa - SOUTHCOM https://wss.apan.org/sof - SOCOM https://wss.apan.org/epp - EUCOM Site Collection Admin What is a Site Collection Admin? • • • • • • • Manages the sites, contents, and users Has access to everything within the collection Creates and deletes sites and sub sites Controls site features Provides best practices guidance Organizes the site collection – layout and groups Does not have the same power as a SharePoint admin • Must be careful with power Site Collection Admin – Activities • • • • • • • Create/delete sites Edit sites Manage Permissions within a site and their site collection Create/delete content Create/delete templates Create/delete/manage meta tags (Term Store) Activate/deactivate Site Functions Site Collection Admin Restrictions • Cannot change the UISS-APAN master page • Cannot change the site theme • Cannot authorize or post FOUO without approval from Multinational Information Sharing Program Management Office (MNIS PMO) • Cannot add members to the Site Collection Administrators permission group • Cannot use SharePoint Designer • Must notify the APAN APS KM Lead when you are no longer in the position Site Collection Organization Once you have a site collection… Everybody wants in So you need… Organization! Site Collection Permissions User and Group Permissions User – Group – Permission Levels Users – Individuals within the community Paul Revere Group – A selection of users Paul Revere and the Raiders Permission Levels – Allowable actions for users/groups Site Collection Default User Groups • Owners - administrators • Members – read, write, contribute • Visitors - read Naming Convention: Site Collection name + Group name Example: Site Collection name is PFA • PFA Owners • PFA Members • PFA Visitors Additional Site Collection User Groups Approvers Designers Hierarchy Managers Restricted Readers Site Collection Managers Style Resource Readers svc_spinstaller System Account Viewers NT AUTHORITY\Authenticated Users = Logged in users PFA Site Collection Permission Groups Permissions – Inheritance Inherit permissions from parent Parent Site & Child Site Same Permissions Don’t inherit permissions from parent Parent Site & Child Site Unique Permissions Permissions Inheritance - Example /scape XYZ breaks inheritance ABC site inherits permissions SCAPE Owners ABC SCAPE Members SCAPE Visitors Approvers Designers Hierarchy Managers Restricted Readers Site Collection Managers Style Resource Readers svc_spinstaller System Account Viewers XYZ XYZ1 XYZ2 XYZ Owners XYZ Members XYZ Visitors XYZ1 inherits XYZ2 breaks inheritance XYZ2 Owners XYZ2 Members XYZ2 Visitors Building a Site What is the first thing you need for a site? A plan!! Collaborating or Publishing Collaborating Publishing • • • • • • Posting • Wikis • RSS Feeds Posting documents Multiple authors Team contributions Forums Blogs with comments Team production Team consumption Owner production Team and visitor consumption Building a Site - Planning • What is the purpose of the site? • Publishing or collaboration? • Is there already an existing site that fulfills these goals? • Do I need an entire site? • Who needs access to the site? • Does the site need to be searchable? • Should information within the site be tagged? • What kind of navigation is needed within the site? Setting It Up Get the requirements, first! 1. Construct the Site. 2. Modify the Roles 3. Set Anonymous Access 4. Set Manage Access Request 5. Add Site Logo and Description Building a New Site 1. Navigate to the collection root Example - wss.apan.org/scape 2. Click on Site Actions New Site Choose a Site Type • • • • Choose the Site Type – Strongly suggestion APAN Default • Click on APAN, under All Categories Add Title Add simple URL Click on More Options Set the Options • Add a description • Change the Permissions Default to Unique, for parent sites • Leave the Navigation setting (No) for parent sites Modify the People in Roles Default Roles • Owners • Members • Visitors Confirm or create the Visitors role Update the people in the Members and Owners roles Anonymous Access Click on Site Actions Site Permissions Click on Anonymous Access Select the access level Manage Access Requests Click on Site Actions Site Permissions Click on Manage Site Access Requests Leave check, if site access requests allowed Change or remove the address Default UISS-APAN Site Site Settings Site Regional Settings • Set the date and time stamp location • Define 12 or 24 hour clock • Define the start of the work week Default Regional Setting Hawaii Regional settings Regional Settings Search and Offline Access Search and Offline Access 1. Search setting for site 2. Search setting within web parts 3. Setting for using with SharePoint Workspace (Office Pro 2010) Site Collection Admin Site Features Site Features – Page 1 of 3 Click on Site Actions Site Settings Manage site features Site Features – Page 2 of 3 Note: Not all features have been activated by Central Admin, yet Site Features – Page 3 of 3 Not Useable Features – Leftovers from HarmonieWeb (Ronna) Site Administration - Exercise It’s your turn to drive… Build an APAN default site using your name + Test, such as Eddie Test Set Anonymous access to everything Set the Access Requests to your email account Set the region to the east coast Don’t allow your site to show up in the results Turn on the Site Feature for a Wiki page Recap A site collection contains many sites and sub sites Organization is important SharePoint has default groups and permission levels Plan before you build a site Provide best practice to your site owners Use site settings to tailor your site Implement features to enhance a site Site Administration You should know how to… Delete a site Make a template site, library, list Create a search scope Site Administration - Delete a Site Within a site, click on Site Actions Site Settings Site Administration - Delete a Site Be sure to check the site name before you click delete Site Administration Templates Save sites as templates for consistency Save custom lists to avoid rebuilding Create templates to save time! Site Administration- Save a template Within a site, click on Site Actions Site Settings A site collection admin can save a site, a list, and library as a template… With or without content Be aware that a site template will be available to all sites within your site collection! Site Administration Controls Access Routes to Site Collection Site Administrator Access Routes 1. From any site 2. From root site Site Settings –> Top Level Settings Site Collection Admin Controls Site Collection Administration Controls Wait… Not all controls are available to SCA The Unallowable Controls Site Collection Admin – People and Groups People and Groups Add or remove people (individuals)… Not usually used at root level Paul Revere Add/remove/manage groups… Not usually used at root level Paul Revere and the Raiders Recap UISS-APAN is a version of SharePoint Not all features are activated Control users and groups at the site level Be careful when you delete a site Templates can be time savers Site Admins have lots of power.. Be careful Site Administration You have learned a lot in this course, but … there is a lot more to know UISS-APAN Site Administration Site Collection Admin Extra Slides Site Collection Architecture Top Level Site Page Site 1 Sub site 1 Site 2 Sub site 2 Sub-sub site Sub site 2 page Sub site 1 Site Page 1 Default Group Permission Levels Group Name Permission Level Visitors Read Members Edit Owners Full Control Viewers View Only