Introduction to SharePoint - Part 3

If the notion of browsing to the Office 365 for Education portal, logging in, and navigating to a document before you even get started is just too much trouble, well – your right. It is too much trouble.  If using SharePoint to manage documents is not at least as convenient as using your local hard drive, then getting your users to embrace it will be a challenge.

Sure, when they really need to access a document that someone else created, they will go through the trouble. After all SharePoint is better than sneaker net;  but  without easy access to documents, both coming and going, they will likely not venture outside the My Documents folder.

So how do we make the wonderful world of collaboration possible? There are three ways that come to mind immediately. Let’s take a look at them from a more practical point of view.  I’ll even suggest a bonus method at the end of this article.

1. Through an app from your favorite app store
2. Using one of the Office Professional Plus programs
3. Using the SharePoint Synchronization tool

Applications from the App Store:

 

If the first thing that comes to mind when I say app, is the App Store, then there is a good chance you are using an iOS device (iPad, iPhone, etc.). There are a huge number of apps that have a SharePoint component.  This is also called a WebDav connection.

 

Check in the settings of your favorite app to see if there is not a SharePoint or WebDav connector. If so then you have the capability to connect to SharePoint. Now what you may or may not be able do once connected is a function of that specific app and outside the scope of this article.

 

In summary, most apps are designed for mobile devices to improve the function of a product or service offering as compared to simply browsing to the respective website. This is especially true of iOs (Apple) devices which do not always display content designed for Windows endpoints. For Windows phones the content is generally more accessible by browsing directly, vs. through an app, thus there is less of a need for apps in the first place.

 

Office Professional Plus Program:

 

A much more elegant and practical tool for managing documents is to do so directly from within one of the core Office Professional Plus programs. The most common of these is Microsoft Word, but the interaction is similar in other programs. The exception is OneNote which does the synchronization automatically (see my article about OneNote).

 

From within Microsoft Word for example, you simply create a file, complete with all of the complexity you can muster, then instead of selecting “S” for Save, or “S” for Save As, you instead select Save and Send and choose the SharePoint option. Although this will take just a few seconds longer, including a login screen for the first time you are using this program in the current session. You will be prompted to save your document directly into the SharePoint Cloud.

 

Opening a document is also straightforward, but instead of browsing to a folder, you browse to a SharePoint Workspace.

 

A word about sessions and session state is in order. One of my personal frustrations is the limitations on sessions in the Office 365 environment. You can actually map a drive letter to a SharePoint document library and save documents directly to a lettered drive, but only during the time a session is alive. Office 365 sessions expire after a couple of hours of inactivity. And the mapping will cease to work, unless you recreate it.

 

 SharePoint Workspace Synchronization Tool

 

One of the most efficient tools to manage your document library on SharePoint is with the SharePoint Workspace Synchronization tool. This utility works in the background and automatically synchronizes documents in a specified folder on your computer with a specified folder in SharePoint. This is an incredible tool, but use it with caution!

 

The caution is advised in two ways. First, be cautious that you don’t try to synchronize a folder that has multiple GB’s of documents, otherwise you will spend a lot of computing resources constantly keeping two large data sets in synch. Second, be cautious about synchronizing a folder accessed by more than a few users.

 

The presumption of a synchronization tool is to keep two locations in synch. Adding huge amounts of data or additional storage locations into the mix can be problematic.

 

Bonus

 

I could have mentioned this in last week’s article, but there is also a very powerful drag and drop capacity within SharePoint by using your browser. And this is where you will need to use Internet Explorer, and a later version at that. You can open your SharePoint site collection in an Internet Explorer browser window by ftp and then select the option to open the folder in Windows Explorer (not the same as Internet Explorer) and navigate the folders directly on your desktop. This would enable you to open two folders side by side on your desktop and drag and drop multiple files between your SharePoint site collection and your desktop.

 

Summary

 

If you have not yet gotten beyond browsing to the Office 365 for Education Portal, then signing in, and choosing the Team Site option, you are not using SharePoint efficiently. While this may in fact be more efficient than your previous experience of sharing files, it is SharePoint kindergarten. We want you to earn a graduate degree in SharePoint and become the model of efficiency.

 

Next week we will discuss using SharePoint as your public facing website and why it may be an excellent option for you. 

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...