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Become a Document Library Guru

Session ID 450Tim Warner

Author/Tech Evangelist, Pluralsight

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Today’s Agenda

RelateLearn

Apply

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For Those Who Need Specifics…

•Get on the same page with document libraries•Apply consistency and

standardization•Make document libraries

easy for your users•Tune for security and

performance3

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Rules of Engagement

•We’ll stick with SharePoint native components• I’ll “ping pong” between SharePoint Online and SharePoint on premises

4

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Mind Like Water

timwarnertech.com/sps

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What is a SharePoint Document Library?

A specialized list

Content types Metadata columns

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Common Pain Points – What Doesn’t Work for You?

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SharePoint Fight Club

•First rule: SharePoint document libraries are not file shares•Second rule: Dumping files into folders is not organization

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Be a Power User Yourself

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Apply Consistency and Standardization

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Content Types

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MMS Tags

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Document Versioning and Checkout

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Document Library Templates

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TL;DR

Build assets

Create template Reuse

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Make it Easy for Your Users

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WIIFM“What’s in it for me?”

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SharePoint Permissions in a Nutshell

AD users into AD groups

SP permissions into permission

levels

Permission levels into SP

groups

AD groups into SP groups

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Every Library Needs an Owner

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Naming Conventions

http://spbox/_layouts/15/start.aspx#/Shared%20Documents/Forms/IT%20Documents.aspx

Avoid suffixes like –working, -draft, -final

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Document IDs•SPS-2-343

21

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Publishing Library Links

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Document Property Quick Part

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Offline Library Access with OneDrive

24

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Views

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Tune for Security and Performance

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Resource Throttling

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Workflow

28

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Automate the “Scut Work”

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Programmatically Creating a Document Library

$spWeb = Get-SPWeb –Identity http://site

$tmp = [Microsoft.SharePoint.SPListTemplateType]::DocumentLibrary

$spWeb.Lists.Add(“Project Documents”,”Description here”,$tmp)

30

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Questions and Discussion

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Take-Home Messages (THM)

•Don’t forget to snag the session resources:• timwarnertech.com/sps

• SharePoint gives us LOTS of flexibility with document libraries• Farm/SC admins and even site

owners are diplomats who need to• Generate buy-in• Train end users 32

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http://SPSNashville.org/450/

http://timwarnertech.com/sps

Session Feedback

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