Friday, March 8, 2013

Implementing SharePoint - Part 2

sharepoint
The best place to start when attempting to understand SharePoint is your favorite internet browser. And we could easily get sidetracked into a discussion about browsers, but I’ll pass on that. SharePoint plays well with all Internet Browsers, but as you may have already guessed, it works optimally with Internet Explorer…. no surprise there!

So let’s browse right on over to the Office 365 for Education Portal. And if you don’t remember or write down anything else in this series of articles, remember this: https://portal.microsoftonline.com. This is the portal or gateway into all of the services offered in the Office 365 for Education solution. Once you log into the portal, you will have access to all of the services. And if you are an administrator, this is where you will also manage services for your organization.

Upon logging into the portal, you will see a link at the top for Team Site. This is your default SharePoint site. Once you are comfortable with accessing your SharePoint site, you can browse directly to it, rather than from within the Office 365 for Education Portal.

During signup or trial, your domain name will be assigned a default domain name similar to myschool.onmicrosoft.com. You will want to add your own domain name to the service as soon a possible, otherwise the URLs in this article might be confusing. Ultimately, the URL you you use to access SharePoint you will be something like myschool.sharepoint.com and that will also be the shortcut I referred to earlier.

Note: The “myschool” part of the domain name represents a third level name that belongs to your organization, names are available on a first come first served basis, and once accepted by the Office 365 for Education system, is registered with Microsoft as belonging to your Office 365 for Education subscription.

So now that we have got through all of the preliminaries of getting access to your Team Site, lets focus on what you can do there.

Your first experience with SharePoint may be similar to my first experience with a Personal Computer back in 1982. I anxiously hooked it up, powered it on, and was presented with a black screen and a blinking cursor. Hmmm, reality is such a harsh companion. SharePoint is not really like that, but the analogy is fair.

If you are expecting a default SharePoint site to be automatically customized to your organizational structure, filing system, internal process and work flows, you will be disappointed. In fact, the first takeaway from this article is that SharePoint requires you to become an information architect. You really need to think about your organization, how you manage documents and information, then begin the process of configuring SharePoint accordingly.

And since this is a team effort, it is essential that you engage your team. Doing so will accomplish two things. First it will improve your design and configuration experience, but perhaps as important it will engage your users so they will take ownership of SharePoint project and participate. Adoption among team members is always a challenge when rolling out SharePoint in your organization.

Admittedly it is unfair to be tasked with designing an information system for your organization when you do not know the capabilities of the information system at hand (SharePoint); hence my attempts at education in this series of articles. But as counterintuitive as it may seem, I would suggest that you start not with SharePoint, but with your own organization.

Take inventory of the types of documents you create, share, and file. Consider how you schedule events, meetings, and appointments. Evaluate how you create, update, and share lists and directories. And look closely at important relationships between organizations and groups and the projects they manage. Only after you have done this homework assignment, will you be capable of bringing your ideas and SharePoint’s efficiency into your organization.

Of course you will need to understand the basic capabilities of SharePoint in order to complete your design project, so let’s summarize the major SharePoint features and see if the workflows and processes you’ve dreamed up are possible.

Here are my top 10 favorite capabilities of SharePoint as it would apply to a charter school. Think about these ideas as you consider your SharePoint design project. SharePoint is:

A cloud based centralized filing system for all of your school documents

SharePoint is like a hard drive on the internet or a cloud based network share that gives access to authorized users and denies access to those unauthorized.  It stores documents of all types and formats, including forms, manuals, letters, reports, lesson plans, policy manuals, tests, assessments, lunch menus, etc. If you create, modify, or store information on a PC, it generally can exist in SharePoint.

A centralized store of lists, directories, and databases

Consider all of the lists you have in a busy school, everything from addresses, to school supplies, to vendors.  SharePoint can serve as the single repository of these lists and other data sets, that is both search and filter enabled. Consolidating all of your lists, directories, and databases, to the extend possible will greatly improve the efficiency of referencing information for all of your staff.

A centralized calendar of events for the school

Do you have challenges managing your calendar? SharePoint can serve as the one authorized and consistently updated calendar for all school activities. This calendar can be managed by one or several individuals and can provide automatic notifications for changes or pending approvals. This calendar can also be published to your public facing website eliminating the never ending process of updating the schools calendar on the website.

A discussion board, forum, or online meeting place

Amazing things happen when creativity and collaboration collide. SharePoint can serve as an internal meeting place where questions and documents can be posted and then discussed, without formal meeting times. The byproduct of this dialogue is a very useful knowledge base.

A Wiki

An intersting phenomena called Wikipdia, exists on the same platform as SharePoint. A SharePoint wiki can be a free flowing digital asset where all team members can contribute ideas, thoughts, insights or resources and links to resources.

A school wide issue resolution & tracking system

Technology and facilities management can be greatly improved when all interested parties have the latest information on issues and problems. SharePoint can serve as an issue tracking system that is continuously updated and available to all users. It can be created with complex work rules, time stamps, escalations, and automated communications or be as simple as a system a tod do list, with a status indication and user identification.

An image library

An important legal requirement for using photos at school includes protecting the identity of students and others. SharePoint is an excellent centralized storage facility for all approved imagery for use in school publications, communication, and presentations.

A video library

Yes, there is You Tube and other video sharing sites, but carte blanche access to these resources can put you at odds with CIPA requirements.  SharePoint can serve as a centralized storage facility for instructional videos. This can include both actual videos or links to approved videos for use in the classroom or for administrative purposes. And you can keep these organized by groups or simply lump them all together and allow the built in search features of SharePoint to provide you the access needed.

A social media system

Many schools prohibit the use of Facebook at school, which may be wise; but in doing so they limit students ability to learn important behavioral skills in the social arena. SharePoint, in the default Office 365 for Education configuration, provides a robust social media system that is restricted to the school, yet enjoys many Facebook like features. And the entire system can be managed by school administrators.

A Learning Management System

Some of the worlds most well know universities run on SharePoint LMS, a learning management system built on SharePoint. While this may not be appropriate for your school, SharePoint is a great way to share lesson plans with precise groups of students, discussion forums for each teacher/grade, resource listings, links, and social connections within classes.

All of these features listed above can be configured for your organization with SharePoint. And all of these systems would be present to you when you login as an authorized user at myschool.sharepoint.com or at the Office 365 for Education portal.

Next week we will discuss ways in which the management of SharePoint documents can be improved.

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