MICROSOFT SHAREPOINT
2:15-3:00
WHAT IS SHAREPOINT?
WHAT IS SHAREPOINT?
 A “web-centric” platform that provides collaboration, content
management, intranet, and other capabilities out of the box, and
includes the ability to build custom applications.
 It’s a free component of Windows Server
 Available on-premise or in the cloud (SaaS)
 It is tightly integrated with other Microsoft products and services
such as Exchange and Lync, and is a key component of Office 365.
 “A business collaboration platform for the enterprise and web”
 A product…and a platform…and a toolkit
WHAT DOES SHAREPOINT DO? THINK IN TERMS OF “ROLES”
PUBLIC FACING WEBSITE
TEAM SITE
APPLICATION DEVELOPMENT PLATFORM
BUSINESS INTELLIGENCE AND DASHBOARDS
INTRANET
EXTRANET
PORTAL
SHAREPOINT VERSIONS
SHAREPOINT VERSIONS
 SharePoint Foundation 2013
– The underlying software platform that delivers all the building-block
functionality of SharePoint. That includes apps, web pages, websites, and
alerts.
– Licensed as a Windows Server component. In other words, as part of a
properly licensed Windows Server, you also get all the functionality of
SharePoint Foundation 2013.
SHAREPOINT VERSIONS
 SharePoint Server 2013
– Set of applications that uses the building blocks of SharePoint
Foundation 2013 to deliver expanded functionality beyond that offered
by Foundation
– When using SharePoint internally, you have at least a standard license
that grants you access to use search, portals, social networking, and
some content management features.
– You also need an enterprise license if you intend to use SharePoint’s
advanced content management, business intelligence, and business
application features.
SHAREPOINT VERSIONS
 SharePoint Online
– Cloud-based service offered by Microsoft that allows you to create much
the same SharePoint experience as you can with SharePoint installed on a
local server
– Don’t have to install and maintain it.
– It can come bundled with an Office 365 monthly subscription, giving you
access to hosted e-mail, calendaring, and conferencing with Microsoft
Exchange and Microsoft Lync, or you can buy a SharePoint Online monthly
subscription on its own.
HOW DOES SHAREPOINT WORK?
TECHNICAL ASPECTS AND FARMS
TECHNICAL ASPECTS: ON-PREMISE VS. ONLINE
 SharePoint On-Premise
Versions
– Requires staff to provision,
configure, and manage
back-end infrastructure
– Backup, disaster recovery
 SharePoint Online
– Significantly reduced
complexity as compared
with on-premise
– Still requires expertise, but
in the configuration and
deployment aspects, not
the infrastructure
management
TECHNICAL ASPECTS: SERVERS
 Multiple servers, including
– Application servers
– Web servers
– Database servers
o Most SharePoint content is
stored in SQL Server databases
TECHNICAL ASPECTS: SMALL FARM
TECHNICAL ASPECTS: MEDIUM FARM
TECHNICAL ASPECTS: LARGE FARM
HIERARCHIES
A METHOD TO THE COMPLEXITY
AND MADNESS THAT IS SHAREPOINT
SHAREPOINT SITE COLLECTIONS AND HIERARCHY
SITE COLLECTION – TEAM SITES
Application Pool 4
Web application: Team sites
https://teams.fabrikam.com
Team1
Team2
Team3
WHO RUNS SHAREPOINT?
 Technical Administrator
– Familiar with general server deployment and administration
– How to stand up and initially configure underlying servers and
infrastructure
– Work with appropriate resources to set up backup and DR
– May not be familiar with details of how SharePoint works, configuration
options, etc.: NOT a SharePoint expert
WHO RUNS SHAREPOINT?
 SharePoint Administrator
– Familiar with SharePoint architecture, configuration
– Works with business people to set up SharePoint framework
– Usually not deeply involved in content creation and management
WHO RUNS SHAREPOINT?
 Content Managers
– SharePoint power user
– Strong knowledge expertise in uploading and/or creating content in
SharePoint
– May be author (content contributor) or just gatekeeper
WHO RUNS SHAREPOINT?
 Content Creators/Contributors
– Have responsibility for creating or managing content intended to be
published via SharePoint
– May be power user or just more casual user but with rights to upload and
publish content
WHO USES SHAREPOINT?
 Depends in part on HOW you use SharePoint
– Casual users
o For example, every employee at a company who accesses intranet is a user
– Members of a Team Site who contribute and/or access content
– External parties:
o Portal, extranet, public web site, or application scenarios
SHAREPOINT EDISCOVERY CENTER
HIGH LEVEL CONFIGURATION
Install Exchange Web Services API
Configure Communication Between Servers
Create eDiscovery Center
Grant Permissions
Configure Search
EDISCOVERY CASE LIFECYCLE
Create New case
Create eDiscovery Set
Place Legal Hold
Refine Content
Export Content
Release Hold
Close Case
CONCEPTUAL ARCHITECTURE
Search
Service
Application
File shares
eDiscovery
center
SharePoint
eDiscovery
case
Exchange
Lync
eDiscovery
user
SHAREPOINT RECORDS MANAGEMENT
RECORDS CENTER
RETENTION POLICIES AND FILE PLANS
Create
hierarchical file
plans and
generate
reports
Define mutlistage
retention
policies by
folder
DOCUMENT TO RECORD - DECLARATION
DECLARATION
DECLARATION, CONT.
DOCUMENT MANAGEMENT: CHECK OUT (ECM)
DEMO
SHAREPOINT EDISCOVERY CENTER
CLIENTS FOR SHAREPOINT: BROWSER
CLIENTS FOR SHAREPOINT: SHAREPOINT WORKSPACE
CLIENTS FOR SHAREPOINT: OUTLOOK
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OFFICE 365