Introduction to SharePoint (Team Collaboration)

Welcome To Your SharePoint Site!

You can use this site for document storage, individual and group calendars, forms and workflows, collaboration, and more. Use this guide to help you get started.
 

Logging in to SharePoint 

The SharePoint site can be found by visiting the URL given to you by your Site Collection Administrator (SCA).

  • To login: Click on the OU Login icon and enter your domain\username and password.

Depending on what web browser you're using, you may be able to set up your computer to automatically log you in each time you visit. More information about this can be found here. If you have any problems logging in, contact your SCA for assistance.
 

Exploring SharePoint 

The SharePoint site has been set up to make navigating between pages quick and easy. On most Home pages, there are links to navigate to sub-sites (called the Top Link Bar) and additional links along the left hand side of the page called (Quick Launch). Selecting any of these links will take to you the corresponding sub-site. If at any point in time you need to return to the Top Level site, click the Folder Icon at the top left of the page.

Exploring SharePoint 

 

Using Your My Site - http://mysite.ou.edu 

Every user is given their own personal My Site page to create their own unique profile, manage personal documents, and create additional sub-sites. To access your My Site from within another SharePoint site, click on your name at the top right of the page and select My Site. You can log in using your domain\username and password.

Once there, you can see your personal profile by clicking on the My Profile link at the top of the page. On your profile, you can add/edit information about yourself, describe your areas of expertise, upload a personal photo, specify work relationships and more. To edit your profile, click on the Edit My Profile link on underneath your profile picture. Once you are finished, click on Save and Close at the top left of the screen to save your changes.

Using Your My Site - http://mysite.ou.edu 

 

To access your own personal document library

Click on the My Content link at the top right side of the page. There you will see two default document libraries already set up and ready to use.

  • The Personal Documents library is used to store documents that are viewable only to you.
     
  • The Shared Documents library is used to store documents that are public.

 

Accessing your own personal document library

 

Uploading documents 

There are several simple ways to upload a document to one of your document libraries. If you want to upload a single document, use the Add document link found in your document library:

  • First, click on the document library you wish to upload the file to (either Personal Documents or Shared Documents).
     
  • Then, click the Add document link and choose the document you wish to upload.

 

Uploading documents 

 

If you want to upload more than one document at a time, you can click on the Documents tab under the Library Tools menu near the top of the page. From that menu:

  • Click on Upload Document and a dropdown menu should appear giving you the option to upload a single document or multiple documents.
     
  • Alternatively, if you use Windows, you can select the Libraries tab under the Library Tools menu and click on Open with Explorer. This will open a Windows Explorer window that you can then drag and drop your files into without having to upload them manually to the website.

 

Uploading more than one document at time.

 

 Managing permissions

Another feature built into SharePoint is fully-customizable permissions on all of your files, folders, and libraries. Depending on your permissions for the library in question, you should be able to specify who can access any of your files and folders and to what extent (read-only, modify, full control).

  • By default, the permissions set on a particular library or document is determined by the permissions of the site or library it is contained in (referred to as ‘inheritance’). To change permissions, you will need to break the inheritance.
     
  • To change permissions for a document library: Go to the Document Library in question, and then click on the Library tab under the Library Tools menu near the top of the page. Click on Library Permissions. This will show the current permissions for the library (and all files and folders within it). To break the inheritance and change the permissions, click on the Stop Inheriting Permissions button. Then you can remove existing permissions or grant new permissions using the buttons near the top of the page.
     
  • To change permissions for a particular file or folder: Go to the Document Library containing the file or folder. Click on that arrow, and then select Manage Permissions. This will show the current permissions for that file or folder. To break the inheritance and change the permissions, click on the Stop Inheriting Permissions button. Then you can remove existing permissions or grant new permissions using the buttons near the top of the page.

 

Getting help and support 

If you have any problems or issues, please be sure to call the Service Desk and ask them to open a ticket. Users should contact their Site Admins first, if possible.

Contacts for the IT Service Desks: