Power View reports and Excel PowerPivot in SharePoint. SharePoint administrators, business users, and BI developers, as well as other table Document Format (PDF) file or to incorporate information into a Microsoft Word document. . board capabilities in SharePoint Server might be the first step that. SharePoint user permissions. SharePoint web storefront based on Microsoft Dynamics AX. .. Creating and using Power View reports with multiple views. . The first part of Chapter 1 contains introductory information that will primarily be of inter- . With the ebook edition of this book, you can do the following: ▫ Search . Sharepoint First Look Power Users infopath with sharepoint® how-to - pearsoncmg - east 96th street, indianapolis, indiana.
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READ SharePoint - First Look for Power Users by Asif Rehmani READ SharePoint - First Look for Power Users Epub READ. Inside the SQL Server Query Optimizer (Pdf). Free Advice (And SharePoint First Look for Power Users by Asif Rehmani. Sharepoint. by CustomGuide, Inc. Brownlow Avenue; St. Louis Park, MN This material is Search in SharePoint . 19 Welcome to the first chapter of Microsoft. SharePoint basic customization that a power user may .
The book will take you step by step through working with Lync Online showing you items in detail, including screen shots. Using this book will help you operate and better understand the capabilities of Lync and the power that is can bring your business. This booked is aimed at users who have never used Lync Online Download the table of contents PDF. Any business that isn't embracing and being successful using Social Media runs the very high risk of being seen as inferior to those competitors who are. When clients need help with their Social Media strategy they are going to turn to their IT provider who, if unable to demonstrate knowledge, run the risk of allowing a competitor gaining access to their clients.
Of course, the team sites, if I go back to my Tour site here-- I first have to go to Site Settings, and I have to make sure that in the language setting, I told this site that it is also available in French.
Otherwise it will only be available in English. But you can see how it can be very difficult, not only for the end user that wants to be able to switch between French and English quickly, but also for the administrator that's building a bilingual site and needs to test with his account how it will look like in French, how does it look like in English. The title's a little bit longer in French, so I want to adjust a little bit the size. No, you can't do that easily.
So it's definitely something to take into consideration before you do the migration. Let's continue. So what else? What about social, social in the enterprise? What's changed? Well, of course, I've got to talk to you about the social in SharePoint , and I've got to talk to you about Yammer. So SharePoint You've noticed in this Suite Bar at the top that I can click on Newsfeed. And once I click on Newsfeed, I will arrive on this Newsfeed-- let's go back. I will arrive on this Newsfeed page where I'll be able to do some micro blogging.
And what does that mean? That means I can use mentions with an at sign. I can use hashtags, just like on Twitter, just like on Facebook, where I can categorize my conversations so I can find them easier later on, find everything related to a specific hashtag, as long as, just like our taxonomy, just like our metadata on our library, people are using the same hashtag. And very organically, usually people tend to follow the same thing. In this case, this is a French conversation that we've had at work, so I can say that I was about to go to the SharePoint Summit in Quebec.
This is the hashtag that we started using, and we started conversation always having that hashtag so that later on, I can find all the documents, all the conversation, related to this hashtag specifically. And I can follow conversations, or I can stop following conversations so they don't appear on my newsfeed.
And I can say "like" again to approve. Sometimes it's nice. Somebody says something, and a very just "like" from your superior, your manager, can always encourage everyone to do more, whatever it is that they were doing. The thing about the conversation, guys, the newsfeed, is that, they've been trying since , , and And to be very honest with you, it just doesn't pick up, and it has not picked up.
People that are using SharePoint , they have never started using it. It has never become viral within the organization.
What happens is it just doesn't feel natural. When you want to add photos, you can only add one photo at a time. And it just hasn't-- a lot of people would add or add-ons from third-party vendors to make it what they wanted to do. So what Microsoft has done is it bought one of those third parties that was available on top of SharePoint. And that's Yammer, which is obviously very well known today. The thing about Yammer is that it's cloud only, and it will never, never be On-Premises.
Now, of course, never say never, right? But there are no plans of ever bringing this on an On-Premise scenario. They want to keep this on the cloud. You subscribe, and you get your Yammer network where your company and groups and teams can have conversations.
However, the integrations that are available as of today with your SharePoint On-Premises, not so much. It's really more, I've got a SharePoint here and I've got a Yammer over there, and we can look at it together. The integrations that you can see is you can show the feed on your team site. So it can be a group feed for a specific group.
You know what? Let's go look at the differences. If I click on Newsfeed here, I'm going to go to the Newsfeed page.
And as you can see, not a lot of things happening here. You'll get some notifications from community sites. I can start a conversation.
I can definitely mention someone. Hi, Brett. I have a question about Outlook. Can you help? And he'll get a notification. And it does the job, obviously, but this will only show me the conversations I'm following. There's a little dashboard. It's simple, but it does work. And I do have a little Yammer that we can quickly jump into, a community Yammer where a lot of people are having different conversations.
And there's a lot more things happening. People are having conversations. You can reply to them straight there. Links, pictures, videos. And just kind of praise somebody for doing something, have polls, events.
There are actually no longer going to be events very soon. But have my inbox, go into a specific group, and have a conversation. And then what I can do is I can take a specific-- say, I going into the migration group. And I can take this group and put it into a team site and see everything happening there very, very quickly. So that's essentially the differences. I do want to talk to you about one thing, though. This is really some insight from the Microsoft headquarters in Seattle.
The team that was in charge of the SharePoint social, so the team that was in charge of the social features, has now changed their name at Microsoft. The team that used to take care of this is now called Yammer North. So that definitely gives you a heads-up that if you're planning to use this, there's a good chance that you won't see it in the next version of SharePoint. Microsoft definitely wants to invest in Yammer, so you should if possible start looking into Yammer if you do want to use Enterprise Social.
However, if cloud is not an option, then I probably recommend looking more at third-party tools that can install on top of SharePoint unless what you saw here today is fine with you, obviously. But there will not be any future upgrades to these features. This is what you're going to get, and that's it. All right, let's continue, because we've got a lot of things to cover.
There are other integrations that are available with SharePoint and Yammer. So basically, straight from SharePoint, you can publish to Yammer. You can replace the Newsfeed here with a Yammer link. So people, instead of going to the Newsfeed, they'll jump into the Yammer portal. And it'll be seamless, especially if you have Office There will now be single sign on between the two, but otherwise they'll have to make sure they're logged into Yammer to jump into that Yammer a group. But other than that, there's no integration.
What will be coming very shortly is that in Yammer, whenever you'll be creating a new group, Yammer's going to create a sort of team site template in your SharePoint automatically for that Yammer group. So whenever you have conversations, whenever you have documents that are added into Yammer, it will actually go into your SharePoint team site so that you can manage your document with security, with metadata, with retention rules, with anything over there.
And we're expecting that to be coming very shortly actually. So definitely an awesome feature. Oh, this one. This is a good one. To OneDrive link here at the top. So if you're familiar with OneDrive, the public offering by Microsoft where you can drop your files and get them later, this has nothing to do with it.
Very simple. When you see OneDrive here at the top, this is actually the new name to go to your My Sites. That's it. I can here look at the Site Contents. I will see my task list. I will see my blog site.
I will see my document library. I can share files. OneDrive means My Site. So that is definitely confusing for end users. Make sure you have a communication plan for that if you plan to roll that out.
You get the idea-- is the aggregation of your tasks from all of your sites, so all of the SharePoint sites where you're using a task list where there are tasks assigned to you. So you'll have the name of the site followed by the name of the list and the task that is assigned to you that is not yet completed. But you can click on Completed Tasks and you'll see them there. But what's cool is that if you have Exchange that's what the stars are for.
If you have Exchange , it will also merge your Outlook tasks directly here. So with one glance, you can actually see all of the tasks that are assigned to you in one page. So we have already established that the link for OneDrive here is actually a link to your My Site, but it's not the only thing-- that's why I strongly recommend you go check out the Sharegate website blog.
The last post that I wrote is about, what exactly is OneDrive for Business? Because when we're talking about OneDrive for Business, it's actually a synchronization tool. It used to be called Groove. It used to be called SharePoint Workspace in And what it allows you to do is to synchronize a document library into your desktop under Favorites. So before it was called SkyDrive Pro. Now it's just renamed to OneDrive for Business. And you'll see your documentary library straight here. This is what OneDrive for Business is, and that is the only thing that is.
The link at the top is to go to your My Site. And whenever you click on the button to sync on any document library, any document library, it will launch the OneDrive for Business application that you have installed on your computer, and it will start synchronizing so that you have access to them on your computer. So the details of the installation for OneDrive for Business, because you have to install it, is either available with Office , or if you don't have Office , you can install a standalone application, which is OneDrive for Business.
If you have neither installed and you click on the button to sync, it will want to launch SharePoint Workspace from Office So this is what I'm talking about. I'm in any document library, and I decide to click on sync.
It will want to launch the application, but I'm on a Mac. So guess what, guys? There is no client application for the Mac. So unfortunately if you are using a Mac, you will not be able to synchronize offline, at least for now. You will have to be in a Windows environment. Go to your SharePoint site on any SharePoint site. This one. Go to a document library. You'll have a sync button, and it will launch your Microsoft OneDrive for Business install.
And it will synchronize it, just like that, and show you the files in your favorites under OneDrive for Business or under SharePoint for regular team sites. All right, I hope that clears it up. Took me some time, as well. Don't worry about it. OK, this, I love. It is some feature that every single customer has asked us when we were in SharePoint or in SharePoint Is there a place where I can see all of the sites that I'm a member of or that I'm working on so that I can quickly jump into them?
And I've saved them in my favorites, but the hyperlink has changed. Now I have to go through all of my favorites to change it. Well, good news. You probably saw me use it a couple of times.
You can click on Sites here at the top, and you can see all the sites you're following, and sometimes even some that SharePoint will suggest for you, so you can jump directly to it.
You can also say that you want to stop following certain ones so that they don't appear there anymore. OK, so this is really more for the interface and the things that have changed. The next thing I want to talk about it is a little about security.
First, nothing has changed about security. Permissions work the same way. You can do the same permission levels, the same everything.
However, from deep end user perspective, it is now called sharing. So you will share a folder. You will share a document library. You will share a site.
And you'll always see these buttons to share, but that's what it's for. It's for your permissions. You simply enter their name or their email address, and then you say with a simple method of security, do you want them to be able to edit?
Do you want them to be able to view? And that will assign them the same permission levels that used to exist and that still exist, which is contribute, full control, or read only. So we've already done the social tour, I think. We've looked at Yammer a little bit.
We've looked at social. And we've looked at everything that we've mentioned. In terms of your IT pro perspective, one of the biggest problems that we've had was with the User Profile Synchronization Service. Lucky for us, no more problems with that. You can simply do an Active Directory import. You don't even need to configure the User Profile Synchronization Service if you don't need it.
This will import your basic users properties, and you could have user profiles, no problem. However, there's a new little service causing problems. We'll never get away from all of them. And that's the Distributed Cache service. Now, of course, if you're doing a single-server Distributed Cache service, it's not going to be a problem.
It'll work just fine. However, the Distributed Cache service is required by many services, like the social features, and also, of course, every single search Web Parts, because that's where the cache is going to be stored. It's also required for other services, not all necessarily a required service. But if you want to create a redundancy for your Distributed Cache service, you'll need to create a cache cluster that's only using PowerShell.
And it's quite fun setting it up, believe me. Right, Sebastian? All right, new site templates, guys. There's two new sites templates. One is called the Community Portal, and one is called Community Sites. The Community Portal is very, very straightforward. What the Community Portal does is it shows you all of the Community Sites that you have created. So the Community Site are a place where you can have discussion, badges, reputations, and people answering questions.
So it'll be managing discussions, organize them by categories. Let me show you quickly. Let's go to my Community Portal. Straight from my Community Portal, I can see that there's a few communities.
There's one about SharePoint. There's one about Outlook. And there's one about me, or people, being able to ask questions to the executives.
Wow, looks like Angelina has got a little bit more points than I do for now. And I've asked the question. I can create new discussions. I can say whether this discussion is a question. I can put them in categories. The categories, I can browse them through straight over here. I can create new categories. But if I create or ask a question, somebody can create a reply. And then as the original person that created the question, I can mark one of the replies as the best reply.
So very form like, very typical form. You can create badges-- expert, professional-- and then you can assign your badges to certain members. So for example, I can say that, Angelina Jolie's been answering a lot of questions. So what I'll do is I'll give the badge called expert. And then I can go back to my home site, and now I'll see that Angelina has a badge.
So creating this community, you'll have these experts come out out of nowhere. So even if somebody's in marketing, they could be answering a lot of questions about using Word, and using Mail Merge, and other features of Word that could be helping out other people, or just answering questions.
Of course, I do recommend that you have a community manager that's going to make sure that nothing bad is happening. You can actually manage the community so that you can enable reporting of offensive content if you think that it's going to be a problem. But to be honest, I haven't seen any of that problem in the past.
So that's the Community Site and the Community Portal. So we've done the demo. This is us at work. Every Monday, everybody has to wear a T-shirt with an animal. All right, what else has changed in terms of the Team Sites? Office Web Apps is technically free. You will need your users to have user licenses to be able to use this. But Office Web Apps is an extra server that will allow you to review documents and edit documents that are office documents-- Word, Excel, PowerPoint, and so on-- directly in the web browser without installing anything extra.
It will also work on your iPads, your Surfaces, your devices. Very, very practical for those on the road that don't necessarily have Office installed everywhere. And I've been using it quite a bit, to be honest, because once I'm on a Mac. And the Office for Mac isn't as awesome as the one that is available directly on the web browser.
So very, very cool. So whenever you create a new Team Site, you'll see that there's a workbook that comes with it. If you do not have Office Web Apps installed, when you create Team Sites, workbook's not going to be available. And even if you add Office Web Apps feature in the future, all of your previously created Team Sites simply will not have this. And what this is a workbook that does not belong to a particular person. It's a OneNote workbook that belongs to the actual site. So very practical, very, very practical for people to share notes.
The benefits, well, it's going to create the OneNote for the site or for the team. And that means that it's going to inherit the permissions of the site automatically, meaning if somebody is no longer in the team, they will no longer have access to the OneNote workbook.
And somebody that's going to join later on will automatically have access to all the notes that people have taken. So you can put notes that will help people, new employees, on things to get started quickly rather than starting to build wikis necessarily. A lot of people are a lot more comfortable with OneNote. And it is a great tool, to be honest. So definitely check it out. And there is OneNote for Mac. All right, guys, collaboration. Collaboration is a big piece.
It's one of the main reasons why SharePoint is actually sold in businesses. There's two reasons I would say that SharePoint is usually sold. One, intranet. We want to replace or we want to build an intranet. We want it to be easy to use, easy to create. We want it to be nicely designed. And we want it to be integrated to our business solutions or our business information. And the other reason is file sharers simply don't work.
We're in We're going to The principle of file sharers and having documents in one folder or one other folder, not finding it, having documents that have underscore final version, underscore Eric, underscore V7, is simply not acceptable anymore. We need to have one document in one place. We want multiple people to be working on the document at the same time, so co authoring. And we want to tag the document with the right metadata, so that however you're looking for your document, you'll be able to find it regardless of where it is stored.
You need to find it based on what it contains. This is one of the biggest problems we're facing in the IT world is always, how do we find our content? So there's lots of small upgrades that make the collaboration a lot better. There isn't a kapow feature that's going to be, that's the reason we're upgrading. It's a lot of small add-ons that just make it that much better. So the first one is obviously the drag and drop.
Users can simply take your files and folders, move them into the document library, or the Web Part of the document library, wherever you have it, and the documents will be uploaded instantly.
Let me show you. I'll go to a document library. Let's go back to our demo today, or wherever we're planning to go. I'll go into document library. And say I have some things on documents. We can look at my invoices if you want. And we'll take all of this here and just drag and drop it here. And it's done. Wow, that was definitely very, very fast. So the only problem with that-- what do you see happened? Well, I have three columns, and I was really hoping to enter that metadata.
The whole point of a document library is to tag my documents. So it didn't even bother telling me or asking me or doing anything regardless. So you really need to be able to communicate with your end users or make sure that somebody is looking at making sure that metadata is entered.
The other thing is you can make the columns required columns, and in this case the documents will stay checked out and not available for viewing by anyone else except the administrators. All right, what else has changed? Well, there's no more Edit in DataSheet View. It's now called Quick Edit. It's been definitely upgraded. You can now even create columns. So you can go into the little plus sign when you're in edit mode.
You can create columns straight from here.
You can copy paste into it. You can drag and drop. You can use it like Excel basically. Very, very, very interesting. There is also, I forgot to mention, a little search box within every document library that will search as you type. Very, very practical to find your documents within a document library very, very quickly. So this is one of my favorite add-ons. As you can see, there's no big feature for collaboration, but all of these little things really make it interesting.
Now, did you guys know there's a new column for geolocation inside of SharePoint for Bing Maps? And it's really, really hidden.
So first and foremost, your administrator will have to register with Bing Maps, something that I have not done. So you will see that my maps will have a big warning message that says I have not activated an account.
And I've created a script that basically says, go into this specific site, find a list called Partners, and then I want you to add a geolocation-type of column named Location. This is going to become a site column, so I can reuse it within my site collection.
There are other ways of deploying this column. But let's look at what's the difference now. Let's go into my Partners list. And now there's the location column that has been added.
So whenever I create a new item, I can say, well, one of my partners is Sharegate. And it's a type of partner-- I have no idea, so we're going to say, awesome. The account manager is Brad Pitt. And if I want to add a location-- my laptop doesn't have GPS so I can't use my location, but I can definitely specify location.
Yeah, I know. Latitude, longitude. Well, of course, it's a Unfortunately, you have to go to Bing Maps-- nice picture-- and then you'll have to do your search here. And then once you find your search, you'll have everything directly here, the latitude and longitude. Come back here.
And I usually just cut and paste it. Remove the comma. Very user friendly. Everybody knows how to use that, no? You can obviously develop some things so that people can use it a lot easier. Well, not really, but there's Montreal. And you can see that the specified credentials for my SharePoint form are invalid. So unfortunately I will always have this mess that's on top, but when users come, they can quickly click on geolocation. Wow, that is pretty cool.
It's out of the box. It'll work. You can replace it with custom development to get Google if you prefer Google, but it does the job and it's very easy to use. A lot of people don't even know that it exists, unfortunately. All right. Wow, look at the time. Look at the time. So Office Web Apps if it's installed allows you to preview the document directly from within your ellipsis.
So if you're looking in your document library, you click on the ellipsis, and you'll have a preview of the document that you can actually scroll.
You can scroll through the Word document, through the PowerPoint, through the Excel, and see and make sure that it is the document you're looking for. If you click here, you'll be able to print to PDF. You'll be able to embed the document itself in an Office Web Apps coding so people can view the document directly on the web by pasting the code that that will generate.
You have the hyperlink directly here, so you can copy paste it. So basically, this little pop-up makes it that much more usable inside a document library. All of these little add-ons just make it that much friendlier for people to adopt your document libraries and start using them.
So that's awesome, because a lot of my content editors and my content authors tend to create it in Word and then copy paste it into SharePoint, but that usually would add all of that weird HTML.
Now it really keeps it clean. But it's still not going to automatically upload your picture for you when you copy paste. That means you're going to have a zone for your picture.
It will be empty, and then you'll have to upload your picture manually to a SharePoint image library or an assets library if you wish. So the Content Editor Web Part is still here, but now people don't have to use it to add any custom code because now you can insert embedded code that's going to be properly manage when the page loads. It's made for that rather than the content. Because the problem with the Content Editor Web Part is people are adding it everywhere on all these pages.
And then it comes down to do a migration, and then everybody's complaining that their custom code or their page doesn't work correctly anymore. Well, that's because you had no idea that they had all this custom code running in a Content Editor Web Part, which was not meant for that. So encourage people to be using this. SharePoint also allows you to play videos straight with a video player. You can also upload videos. I have an entire session on that if you like.
I do not recommend that you upload large videos into SharePoint. There is a trick. Bing it or Google it. Uploading your videos into SharePoint without actually uploading them to SharePoint. The trick is to create an ISS website. And what you do is you store your videos on a regular file sharer for performance reasons, and then you have SharePoint upload the URLs and pretend that those are actual videos inside of SharePoint.
It's a very easy trick. It doesn't require any special servers or anything of the sort, but it makes the performance of video playing a lot better than uploading your videos into a document library and thinking that 10, users are going to be able to run that straight from SharePoint. The default video player is still going to be Silverlight, but it will shift into HTML5 so that all devices will be able to play it.
Storing your videos using the document set video that comes with SharePoint, whether they're stored in SharePoint or, like I recommend, in an IES server.
However, try to see if there isn't a custom video player that you can get online, or even pay for, like Brightcove, if it is something that you think is going to be valuable for you to create a online learning center, for example. Because my personal experience with the video player is it's good for basic needs. Let's just put it that way. There's also the Site Mailbox. So this allows you to connect a site as a mailbox in your Outlook, and look at it, and navigate through it.
However, you still can't drag and drop documents directly in there. It'll just make sure that you can see the documents and maybe bring them from attachments into a document library, but not necessarily vice versa. It will do hyperlinks, though, so definitely very practical for that.
How are you guys doing? Let me just grab some water here. Much better. I hope everybody's doing OK and we're learning some new things.
I bet you didn't know for the geolocation column. Or maybe you did, but a lot of time, people get surprised, even in my own team sometimes. What about what's changed for discovering our content? All these other things are nice. The interface changed. That's cute, Ben. What about the rest? What about finding my content? Well, one of the biggest problems that we've had was impossible to see content from other lists and other libraries.
We had to know how to change the way the results are shown, were very difficult. Contextual results were nearly impossible. So that means showing things in the context of the user. Hi, my name is Benjamin. And I'm in IT and I'm currently visiting this site. Can you show me results for me and not for a generic audience? Having to ask the admins to add extra managed properties, very, very difficult. So obviously a lot has changed for search, a lot.
I think it is the biggest change in SharePoint is search. Obviously, FAST Search, which was a third-party product, has been integrated for free into SharePoint , making the algorithm for search, adding continuous crawl, adding new Web Parts, modifying the existing Web Parts, and allowing us to do many, many other things that just make it worth it.
Yes, continuous crawl. I usually have very, very good examples, and I do encourage you to check out my other video recordings on our website, specifically for search and how it works. But continuous crawl not continuously crawling, guys.
Continuous crawl is still every 15 minutes, just like before. However, it's capable of running parallel processes. So you'll have multiple processes of search running on your box. This will definitely cost a lot in terms of RAM, in terms of CPU on your server, so don't necessarily activate to everywhere.
Activate it only in places where you do need it. And you can also change the schedule, but the purpose of continuous crawl is to make sure that you search index is very fresh with the content that you need. So for an intranet or for a public-facing website, this is going to be a requirement, but you'll need to do a content source for that because if you activate continuous crawl for your entire form, prepare to pay, guys.
Prepare to pay. Before you do anything with search, I strongly recommend you understand the difference between crawl properties and managed properties. I've also recently wrote a blog post on it, so check it out, Share-gate.
Because whenever you create columns in your document libraries, it does not mean it's going to be available in your search results or in your search Web Parts.
In fact, it won't be unless you created a side column or you created a manage metadata column. Because all of the search Web Parts, all of the search Web Parts without any exception, will only work by displaying, or filtering, or sorting on managed properties.
And unless it's a site column or a manage metadata column, you'll have to create them manually. So pop quiz, guys. If I'm planning to use a search-related Web Part to show my content, what kind of property am I using?
So now that we've got this out of the way, let's talk about the new administration possibilities with search. One of the big pluses for me is that now I can actually manage search as a site collection administrator. I can create my own scopes that are called result sources. I can create my result types, which is me being able to change how certain types of results are being displayed. I can create query rules to change the ranking of search results, or to change how certain results will be in the position of my search results Web Part.
So essentially, let's say you say, if somebody uses the word "deck" in his search box, what he really means is PowerPoint presentation, so take all of the PowerPoints and put them at the top. That's what query rules essentially will do. And the search schema allows you to create and manage your managed properties, as well as looking at your crawl properties that are available.
This is extremely useful for a site collection administrator because before we'd have to ask the form administrator. And we'd have to wait for him to be able to do it and do a full crawl. The other advantage is that if you want for a specific document library to run a full crawl, you can simply go as a library administrator to Library Settings, Advanced Settings, and then you can scroll down and ask the SharePoint search to re-index your document library. And what will happen is that when the search crawler will arrive on this library, it will mark it and see that it will need to do a full crawl for that library and for that site collection to make sure that it has all of the managed properties available.
A lot of information today.
So as you can see, I can look at all of the managed properties straight from my site collection. So I can see my managed properties, and I can see the mapped crawl properties that are used within it. If you do not understand this piece, don't worry.
Go check out the blog post. But it's very, very important that you do understand if you're planning to use search. So as I mentioned, there's no more search scopes. They are now called result sources. They do a lot more. They even allow you to combine with federated search. And it allows you to build them with a wizard. So if I go to a site, say my Tour site, and go to Site Settings. Go to Result Sources.
And I can say that whenever people are going to search something, it's going to filter and look only through document, or only through conversations, or only through pictures, pages, wikis. But there's one missing, searching only inside sites. So I want people to use a search box, and whatever they type, all the results that are going to come are only and strictly sites in the results.
So I click on New Results Source. We'll call it Sites. It's going to be Local SharePoint. It's going to be SharePoint Search Results. The search term that the person is going to query is going to type in a search box, and then we'll launch the Query Builder.
And we'll say, make sure that you only return sites at keyword test. Yes, these are only sites that are being returned in my results.
And save. Wow, that was difficult. And now when people are going to be searching and they'll use one of the result sources if I make it available here at the drop down, they'll be able to filter. And whatever they type in the box here will only bring back sites. Simple as that. All right, let's continue here. Wow, four minutes.
Let's continue fast. Result Types. With Result Types, what you're able to do is say, if one of the results that comes back is an access document, use the specific template that's going to render them differently.
So even if you have a bunch of documents being returned in your Search Results web part, you can say, hey, these are invoices because content type equals invoice. Make them look very differently, and put a picture of the customer logo on the right so I know exactly who this invoice is for.
And that is awesome if you take the time to build your result types. And I encourage you to do it. The Query Rules, we talked about it. You can promote your results at the top, or you can completely create a blog for them or change the ranking of them in the search.
You do have suggested queries, or query suggestions, so that as you type SharePoint is going to suggest the result for you so that you can click on it. When you start installing SharePoint, you'll see that it will never give you good results in the suggestions because it will learn as you start using SharePoint Search a lot more. If you want you can upload a dictionary app so that day one when you start SharePoint, it will already have many suggestions so that if people type "deck" it will replace it with PowerPoint or whatever you want.
There's obviously the Content Search web part. It's a brand new web part. It is now available in Office , as well. So what you can do is you can build a query, like I just showed you, only return sites that equal community, and then you can choose which display template you're going to display them in. I'm not going to do a full demo, but I'm going to show you some that I have already done. Johan, who's answering your questions right now, he actually built a slider.
So he has his images in a document library, and then he can show them to you with this display template. This is the Content Search web part, for example. Another one that I have done is the menu that is animated. So you have an animated menu that returns the list items that are in this list. And another one is a circular navigation that pops up at the bottom that shows you the same images that Johan had uploaded to his image library.
So there's tons of ways to use the Content Search Web Part, or the Search Results Web Part, with the combination of the new branding features, like display templates, to make them appear in the way that you want.
Take your chances on performance. The limits are based on the ability for SharePoint to perform a given action e. Redmond prefers to be safe rather than sorry. It will help you to understand how these limits impact you. SharePoint requires routine updates, usually every quarter, and your IT department likely installs them behind the scenes without your knowledge. Unfortunately those step increases usually do not support improvements like you get with a full-on version upgrade.
That means if you have Office with SharePoint Online and OneDrive for Business, you can really see a benefit when it comes to feature upgrades occurring in a timelier manner than having to wait for your IT department to upgrade SharePoint, which, although every three years sounds good, sometimes takes as long as two release cycles to actually happen depending on your IT department.
SharePoint Online is a better option when it comes to getting feature upgrades, but it also means you have to stay on top of the changes by following the Microsoft and SharePoint blogs so you know about these improvements and, unfortunately, feature degradation or removal, which can seem to happen right under your feet.
Site collections and sites All SharePoint sites are part of a family of sites called a site collection. A site collection is usually created by your IT department.
Child, grandchild, great-grandchild, etc. It depends entirely on the rules your IT department set up. IT can create a multitude of site collections. Usually they designate one to each organization in your company e. As such, they have different limits. These are not boundaries i. If you decide to break these limits, performance and backup operations could be negatively affected, says Redmond. There are definitely cases where 25 web parts may be warranted. There are only two solutions to this problem: 1 delete content or 2 move a site either the offending site or a victim site.
Both options suck. A lot. Nobody likes to review content and delete it. Even if you do, they can still be complicated. Document libraries A document library is like a super folder in the eyes of SharePoint. It supports version history, customized metadata e. A site owner can create a ton of libraries in any given site.
By default the file size limit is set at: SharePoint : MB supported , though your IT department can increase that to a hard maximum of 2 GB boundary. But that 2-GB value is an absolute maximum. But that GB value is an absolute maximum. SharePoint Online : 15 GB boundary , only if you drag-and-drop the file. Other upload methods e. These are all boundaries i. Be careful of nested folders!