Exploring SharePoint (Team Collaboration)

Top Menu Bar 

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  • Site Actions Menu: Site commands are listed in the pull down menu
     
  • Navigate Up Icon: This icon shows where you are located within the site collection and subsites
     
  • Edit Page Icon: If you see this icon, you have permissions to edit the page you are on. A site of Tool TABS will appear next to the Browse TAB next to the Page TAB
     
  • Page TAB: The Command Ribbon will apppear with contextual Tool TABS based on what you are doing.
     
  • Username Link: This link will take you to your Profile information as well as your MySite. MySite is your own personal site on SharePoint that you can upload documents for private and shared use. MySite has many more features to explore as well.

 

Page Bar Links 

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  • Navigate Up: You can find your way back up through your site by clicking on the 'Navigate Up' Icon.
     
  • BreadCrumbs Links:  BreadCrumbs provide an easy way for users to return to a higher-level page from the current location.
     
  • Sub-Site Links: Global Navigation: Many sites will have links across the top of the page that often go to sub-sites. This is set under Navigation Global Settings.
     
    • This setting is based on the options you select under Site Settings > Look and Feel Section - Navigation.
       
  • Quick Launch Bar: Vertical Navigation on the left is called the Quick Launch Bar. You can change these links under Site Settings > Look and Feel Section - Navigation
     

Quick Launch Bar 

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Home Link on Horizontal Menu: This is called Global Navigation under Site Settings > Look and Feel Section > Navigation.  You can add more sites across the page above the Quick Launch Bar

Libraries, Lists and Discussion LinksHeading Links will take you to a listing of your site Libraries, Lists and Discussions.  You can delete and change any item listed under the Quick Launch Bar user Site Settings > Look and Feel Section > Navigation.

Recycle Bin: When you delete items they go to the Recycle Bin.  Recycle Bin does not keep deleted items forever. The default setting in SharePoint is to keep content in Recycle Bin for 30 days after deletion, this can be changed by the SharePoint farm administrators. When this grace period is over, items are moved to the second stage aka Site Collection Recycle Bin.

All Site Content: A listing of all libraries, lists, discussions, subsites, surveys, etc. are listed here.  You can create new ones here also.

 

Site Actions > Site Settings 

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Site settings is one of the most important areas that a site collection administrator will use.  Based on your permission level, you will see the following sections:

  • User and Permissions: Listing of people and groups that have various permission levels to your site.  You can change permissions under this section.

  • Galleries: You want to maintain a consistent theme, content and list types so that users fave a familiar feel moving around the sites.  Galleries is how you create these master pages and templates to create content from them.

  • Site Administration: Site owner is responsible for managing an individual site within a site collection.  These are the top level site options such as site structure, navigation options, workflow settings and site maintenance performance issues.

  • Look and Feel: This is a good starting point for a new site owner.  Review your site Title and description.  You can add a site logo image here as well as change the site colors or theme.  Navigation can be either Global across the top of your site pages or the Quick Launch Bar which resides on the left of your site pages.

  • Site Actions: You can delete sites under this section as well as view user reports on site activity. 

     
    • Manage site features covers several topics as follows:
       
      • Content Organizer - Create metadata based rules that move content submitted to this site to the correct library or folder
         
      • E-mail Integration with Content Organizer - Enable a site's content organizer to accept and organize email messages. This feature should be used only in a highly managed store, like a Records Center
         
      • Group Work Lists - Provides Calendars with added functionality for team and resource scheduling.
         
      • Hold and eDiscovery - This feature is used to track external actions like litigations, investigations, or audits that require you to suspend the disposition of documents.
         
      • Metadata Navigation and Filtering - Provides each list in the site with a settings pages for configuring that list to use metadata tree view hierarchies and filter controls to improve navigation and filtering of the contained items
         
      • Offline Synchronization for External Lists
         
      • PerformancePoint Services Site Features
         
      • Report Server File Sync
         
      • SharePoint Server Enterprise Site features - Features such as Visio Services, Access Services, and Excel Services Application, included in the SharePoint Server Enterprise License.
         
      • SharePoint Server Publishing - Create a Web page library as well as supporting libraries to create and publish pages based on page layouts
         
      • SharePoint Server Standard Site features
         
      • Team Collaboration Lists
         
      • Wiki Page Home Page- This site feature will create a wiki page and set it as your site home page
  • Reporting Services: You can configure a report server to run within a deployment of a SharePoint product and use the collaboration and centralized document management features of SharePoint for reports and other Reporting Services content types. The SharePoint integration requires installing the appropriate version of the Reporting services add-in on your SharePoint Web Front Ends

     

My Login Name Link 

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This link, in the upper right corner, takes you to the following options:

  • MySite: Your own personal homepage and file storage area in SharePoint.  You can be your own 'site owner' here and learn more about using SharePoint by testing new sites, libraries and list ideas.  You can also store personal files and folders as well as ones you want to share with others on Share.

  • My Profile: This is your information that you share with others on SharePoint.  You can post a picture, your skills, and your interests.

  • My Settings: You can update your user information that is used also under MyProfile.  If you have set alerts under your MySite, you can review them here.

 

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Details

Article ID: 2184
Created
Mon 5/3/21 3:06 PM