SharePoint 2010 Tour

Exploring what’s new and changedfrom SharePoint 2007

April 2010

Sharon RichardsonJoining Dotshttp://joiningdots.com

This tour is based on SharePoint 2010 Tech Preview. Some features may be different in the final version when it is launched in May

2010.

All screenshots are from an ‘out of the box’ installation using default settings. And this is

not an exhaustive list of features

Navigation is stillGlobal

(across top)& Local

(left sidebar)

Current user

Standard Page Layout looks similar when viewing

Web parts and embedded page content

Search has moved from above to in the nav bar

Site Actions now on the left side by default

New feature for site admin/editors – Browse vs Page Edit

New feature:Tag/Notethis page

New feature:Document/Page ratings

New feature: Tags & Notes

- Every page can be tagged and/or have a note posted about it

- Will suggest tags and auto-complete- Shows recent activity – other users

who have tagged or added notes

- Tags and notes will appear in a user’s activity feed and can be used to refine/filter search results

New feature: Managed Keywords

- New Managed Metadata Service- Designated users can manage the term sets, both the folksonomy of user-generated tags and the

managed hierarchy of a taxonomy. Can move terms from one set to another (i.e. promote popular user-generated terms into the official taxonomy)

Web Page ‘Tag & Notes’

Document Properties ‘Managed Keywords’

- Every page, document and list item can have tags or ‘managed keywords’

- Three types of metadata:- Keywords (user generated tags)- Term Sets (hierarchies of terms –

in image, term set is ‘Programmes’)- Properties (Author, Date Modified, Document Type etc. – automatically extracted)

Change: User Profiles (‘My Site’)

- ‘My Site’ has had a major upgrade- Activity Feed tracks all tags, notes and content sharing (documents created, uploaded, modified)- Includes Notice Board for posting quick questions (‘Ask me about…’) and comments- Status Updates displayed alongside profile picture and in search results

New Feature: Tags & Notes from within profiles

- Tags and Notes section displays tag cloud to quickly locate tagged content- View Related Activities shows all others who have tagged the same item

New feature: ‘My Network’

Displays your colleagues’ recent activities

New feature: Refining Search Results

- Can refine search results by keywords, automatically extracted

- Type of doc- Location- Date created/modified- Keywords (tags or taxonomy)

Original results for ‘Information Worker’ = 65 matches

Refined by Type (PPT) and Author (Jim Gray) reduces to 1 result

Change: People Search Results

- When viewing ‘People’ tab of search results, can now see more information about the person including search results that match the query (‘information worker’) and recently authored content

- Can also view organisation chart from within search results- Layout is more business card style, with contact details and profile pic taking centre stage, ‘About

Me’ profile placed to the side.

Change: People within Search Results

As well as dedicated tab in Search Results, people are now also displayed separately on standard search results page, in the sidebar to the right

Current user

Click name to access profile and settings

Back to a team site…

As well as navigation, clicking titles of web parts will still take you to the respective list or library unless link has been removed (or if

using content query web part and link hasn’t been added)

Change: Site Lists and Libraries

- When you first visit a document library, it looks very different to SharePoint 2007. Only visible option is to ‘Add new document’ (<- poor choice of words, are you uploading or creating new?)

- At top of page, Browse tab is highlighted – this is the default method to view all SharePoint pages- Click on Documents… (P.T.O.)

These 3 tabs are new and important

Site Lists and Libraries: The Ribbon

Enter the Ribbon- When you click on the Documents or Library tabs at the top of the page, the Ribbon will appear with

all the options available to the user. Under Documents, that includes creating and uploading documents

These 3 tabs are new and important

The Ribbon: Documents tab

Document menu is still available for each document in the library. New feature is ability to select multiple documents at once

The Ribbon: Library Tab

- Library tab on the ribbon contains the most common library actions and settings (formerly organised separately under the ‘Actions’ and ‘Settings’ buttons in SharePoint 2007)

- Click on ‘Library Settings’ to the right side in the ribbon to access the full settings, including changing title, versioning etc. Settings includes new capabilities such as rating settings, validation and metadata navigation

- When you have finished making changes, click on the ‘Browse’ tab at the top of the page to return to minimise the ribbon and return to the standard view

To edit and customise the home page, click on the Page tab and Ribbon will appear. Click on Browse to return to standard view

Back to a team site… Editing the home page

Click ‘Edit’ in the Ribbon (first option on the left) to edit the contents of the page

Change: Editing Site Pages

- Can now add both web parts and page content into the page (I’ve just typed a sentence in between the two web parts on the main area of the page

- Ribbon gives full access to rich-text editing and ability to insert content, including web parts.

Use the Ribbon to insert and format content, including text, media and web parts

Change: Inserting Web Parts

- Insert tab on the Ribbon, select Web Part- New pane appears at the top of the page (replaces the old pop-up dialogue box for the web part

gallery)- Includes the ability to upload (import) a web part if it’s not already in the gallery- Modifying web parts is similar – still get the tool pane at the side of the page

Use the Ribbon to insert and format content, including text, media and web parts

When finished editing the page, click the ‘Save’ icon (next to ‘Browse’ at the top of the page) to save changes

Behind the Scenes: Central Administration

- New interface- If you are looking for search or user profile settings, click on ‘Manage Service Applications’ and

select from the list…

Behind the Scenes: Managed Metadata Services

New Managed Metadata Service

Under System- Lists all tags as keywords in an

alphabetical list- Can move or delete to tidy up

keywords

Under each Site Collection(Yes, it’s per site collection…)

- Lists all taxonomy terms as a hierarchy

- Create a term set- Example here is

‘Programmes’- Add terms to the term set

The End

Sharon RichardsonJoining Dots LtdEmail: sharonr@joiningdots.netWeb: http://joiningdots.com

http://sharepointsharon.comTwitter: http://twitter.com/joiningdots