SharePoint
Information Content Management
Development environment
• Setup the
development
environment for
SharePoint using
office 365 option
(free trial).
• [Link]
[Link]/sharepoint/sharep
oint_setup_environment.
htm
Office server
• [Link]
us/download/[Link]?id=57462
The tutorial
• SharePoint - Create Site Collection ([Link])
• How to Create a SharePoint Site: Step-by-Step Guide – Master
Data Skills + AI ([Link])
Step1
• Step 1 − You can easily create a free trial account
here [Link]
365-enterprise-e3-business-software.
• [Link]
• [Link]
• How to use Microsoft SharePoint - Beginner's Tutorial
([Link])
Creating the site
• Assumption is that you have logged in
• There are two types of site
• Team site
• Communication site
• Team :
• for local and internal business e.g. tracking an internal project / for
collaboration
• Communication :
• More of public and use by many viewers / general information portal
Considerations for choosing a site type
• Identify purpose:
• Understand the primary goal of your site — whether it’s team
collaboration, information dissemination, or document
management.
• User base:
• Consider the size and nature of your audience.
• Features needed:
• List the features you’ll require, such as chat, file sharing, or
news feeds.
Setting up a site and configuring your site
settings
• Involves:
• giving your site a name,
• set permissions, and more.
• It’s all about customization from here on out
• A SharePoint site is a shared website or a platform where
team members can collaborate.
• It empowers teamwork through collaboration by being able to
create SharePoint sites from that platform
Step 1:
Alternatively
• click on the + on
the left panel
and
choose Site from
the menu that
pops up as
shown below.
Step 2: Choose Site Type
Step 3: Enter Site Details
By now, your SharePoint site will be created and ready for use! For the final step, you’ll be
prompted to start designing your site.
Step 4: Customize Your SharePoint
Site
• start designing your site
Add a Document Library:
A document
library is a
centralized
location for
storing and
managing
files in your
SharePoint
site.
Add a Document Library -2
• Navigate to your SharePoint site’s home page.
• Click on + New in the top-left corner.
• Select Document Library from the drop-down menu.
• Provide a name and optional description for the library. Click
Create.
• Now, you can start uploading documents to your new
library.
• Click on Upload and select the files to add from your device.
• You can also create new documents directly in the library.
• by clicking on New and choosing a document type, such as
Word, Excel, or PowerPoint.
2. Add a Page or News Post:
2. Add a Page or News Post - 2
• Open the site where you want to add a page
• Click + New then select Page or News post
• Select a template,
• name your page, and
• add any other content you want
• Once your page or post is created, it’ll be added to the
navigation.
• Click on it to access the page and add content or make design
changes.
3. Add a Web Part
• Web parts are essential building
blocks for your SharePoint site.
• These components add content
and functionality to your site and
can be customized to meet your
specific needs.
• Some commonly used web parts
include:
• Image gallery
• Call to action
• Task lists
• Document libraries {we saw
these earlier on}
3. Adding a Web Part – steps -2
3. Adding a Web Part – steps -3
4. Add an App:
• Adding apps to your
SharePoint site can
significantly enhance its
functionality and user
experience.
• Apps can range from
simple tools like a weather
widget to more complex
features like a project
management system.
4. Add an App : - 2
• Adding an app can bring new capabilities to your SharePoint site, making it
more versatile and tailored to your team’s needs. Whether you’re looking to
add simple widgets or robust tools, the process is straightforward and user-
friendly
5. Add users
6. Share folder
7. Share a site
[Link] the site, in the top right,
select Settings.
[Link] Site Permissions.
[Link] Invite people, and then
choose to add members (to
add people to the Microsoft
365 Group) or Share Site
Only to just share the site.
8. Archiving
❑ A list contains items that
• Go to the Settings menu. are collections of
• Click on “Site Settings”. fields/properties/columns.
• Under “Site Administration”, Optionally each item can
select “Content and Structure”. have one or more
• In the new window, pick “Lists attachments.
and Libraries” from the left-hand ❑ A library is a list, but but
menu. have one and exactly one
• Find the list or library and click file associated with each
item. A library item also
to access its settings. Activate
hasfields/properties/colum
archiving for that list/library.
ns.
8-User Statistics
[Link] the admin center,
[Link] to the Reports > Usage page.
[Link] the dashboard homepage,
[Link] SharePoint in the left navigation
• You can view the activities in the SharePoint report by
choosing the Activity tab.
• Select Choose columns to add or remove columns from the
report. You can also export the report data into an Excel . csv
file by selecting the Export link.
Setting a home page
• Settings
• Site content
• In the pages library, identify page you want
• Select the setting option …
• Select make home page
Adding item on the navigation bar
• There are three levels of navigation in SharePoint:
• Global, hub, and local (teams sites and communication
sites).
• Customize the navigation for your Microsoft SharePoint
site to give users quick access to sites, pages, and
targeted content.
Adding item on the navigation bar -2
• On the navigation menu
• Go to edit
• Hover your mouse over the menu
• You will see a line with a + , click that
• A pop up window will appear
• Enter the requested information {note- go to pages and copy the link first}
• After this your page will be added to the menu
• To remove a page on the navigation
• Go to edit again
• Click the editing too … and select remove
• To make a page homepage
• Go to cite content
• Pages
• On the editing tool …, go to make this home page