Friday, March 1, 2013

Implementing SharePoint at Your School

One of the core technologies I recommend for managing information at school is SharePoint, a core element of the Office 365 for Education system. I have mentioned SharePoint in several articles over the past two years and it continues to be a favorite tool at some of our partner schools. And while SharePoint is an enormously popular solution in larger commercial enterprises, it tends to have poor adoption in the Charter Schools community, as well as many other smaller organizations. 
While working with our partner schools, I constantly evaluate the barriers to implementation and have come to the conclusion that the primary reason SharePoint has lackluster adoption is its complexity. My purpose in the next few articles is to explore different ways you access SharePoint and what it can do for your organization.  Like many complex systems, SharePoint can be mastered - and the benefits are quite compelling.
 
SharePoint is a web based technology that allows you to share information from most endpoints with an Internet browser or from one of a myriad of applications on those endpoints. An application can exist on either a desktop or laptop (Windows or Mac), on a tablet (Windows, iOS, Droid), or on your smart phone. Understanding the difference between accessing SharePoint from the browser vs. an application installed on an endpoint is a key to understanding how it works. 

Once you understand the mechanics of connecting to SharePoint, using it becomes a little less confusing. It is probably helpful to also broadly categorize the kinds of SharePoint sites you might use.

SharePoint sites exist in two broad categories. There are public facing (Internet) websites and private facing (intranet) websites. Public SharePoint sites are just like other sites on the World Wide Web, containing images, text, forms, and features. Private SharePoint sites are collections of data that you share internally, or at least share in a controlled manner. Access rights is another very important SharePoint concept and mirror the access rights to files found in all computer operating systems. 

One of the most popular uses of SharePoint is document collaboration, which is often associated with sharing documents as we once did using “Shared” folders. But, this is not just document sharing, rather it includes a wide array of features associated with creating, sharing, storing, distributing, securing, and archiving documents. Furthermore, SharePoint provides clever notifications about your documents and automates the filing of those documents. And finally SharePoint contains a built in search mechanism which enables you to quickly located documents within a variety of site collections – like a Google search, except just for your website.
There are a number of reasons we use SharePoint instead of SkyDrive, DropBox, Google Docs, Evernote, or another cloud based sharing service. It boils down to features, function, and capacity. SharePoint has many features not found in consumer grade sharing sites, it functions well with all types of computing platforms (Windows, MAC, iOS, Droid, etc.), and has the capacity to grow with us into a fully integrated system. Consumer oriented technology that works well for a few users , does not always work well in larger organizations.

Document sharing, the most prevalent use of SharePoint, is the most common starting point for an organization. Unfortunately, many organizations don’t get beyond this functionality to enjoy the more robust features of Sharepoint.
Think of SharePoint as a cloud based shared folder, with all of the advantages and none of the disadvantages of a network “Share”. The advantages are numerous – collaborative work, document libraries, forms repository, document control, revision tracking , anywhere and anytime access, convenience in working from multiple locations, platform independence, and the list goes on.

The disadvantages associated with normal “shared” drives are significant, but do not apply to SharePoint. They include having your document overwritten or deleted by another user – intentionally or otherwise, lack of security for sensitive documents, and lack of controls to prevent simultaneous edits of a document. SharePoint solves all of these and other problems associated with collaborative work.
So how does one access documents on a SharePoint site? There are a number of ways, but they boil down to three overall methods:

1.       Browser based access

2.       Mapped Folders on your computer

3.       Apps or program that automate SharePoint Access

Over the next few weeks, we will address each of these access methods in detail giving you an introduction to the basics of using SharePoint.

With that introduction in mind, let’s take the next few weeks to consider the different ways you can access the SharePoint in your organization. And let’s approach this from the perspective of using Office 365. Few of our schools have the technical resources or capabilities to do SharePoint on premises. It requires servers, configuration, and administration resources that are not typical for most Charter schools.

See you next week...

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