TEMPORARY
SLIDE
VIDEO RECORDING: http://bit.ly/SeyVK8
!
We are building a complete blog with all
links and resources, the recording as well as
the question period at the end in a Q&A
format. You will be able to find this soon on
our blog http://en.share-gate.com/blog
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@bniaulin
share-gate.com/blog
by Benjamin Niaulin, 

a SharePoint GEEK
share-gate.com
What is it?
It’s a
PLATFORM
where you build
your own show
What can I do with it?
INTRANET
EXTRANET
INTERNET SITE
COLLABORATION
PROCESS SITES
APPLICATIONS
a lot…
INTERNET
SITE
!
www.laval.ca
#CLASSIC
SHAREPOINT
RECAP
Lists
Libraries
What’s a
SharePoint
SITE?
SITE
What’s a
SharePoint
List/Library?
Table
List
Library
Site%
Site%
Site% Site%
Site%
Site%
Site%
SharePoint+Groups+|+Database+|+Style+Library+
SITE COLLECTION
*
am I doing this today?
WHY
I saw an Intranet
built under the
Central
Administration
!
Central
Administration
http://sharepoint:59999
!
!
Intranet !
HR !
SALES
!
SITE !
SITE
http://sharepoint:59999/
sites/intranet
http://sharepoint:59999/
sites/hr
http://sharepoint:59999/
sites/sales
A new SharePoint farm
installation per
department/team
200
Libraries
Going through
to update a column
with a new choice
Taking File Shares,
dumping them into
SharePoint and continue
to use Folders to
organize content
INSTALLED AS
STANDALONE
WITH SQL
EXPRESS AND
4GB LIMIT
-Sean Wallbridge
« Google the words ‘View All
Site Content’ see what
happens »
…
There is still hope
BEFORE
your SharePoint project starts
Do you have a
REASON
to be using
SharePoint?
or do you want

to use it because

you have free
licenses?
« Tell me
what
SharePoint
can do, 

and I'll tell
you what I
want. »
Instead of thinking
features,


think of what the
business needs
are
KNOW WHERE
YOU’RE GOING?
Don’t put SharePoint in
just for a specific
project without a vision.
Remember, it’s a
platform.
DON’T
UNDERESTIMATE
SHAREPOINT
« We’ll just put it temporarily for us in IT and
start it properly later on »
does not work
INSTALL
and CONFIGURE
X
Don’t use Click-Install
Build your own PowerShell or use
« AutoSPInstaller »
There is more to
CONFIGURING
SharePoint
than creating
Web Applications
& Site Collections
CONFIGURE and OPTIMIZE SQL
CPU | RAM | DISKS
NTFS Allocation
(4K vs 64K)
Initial Size of DB
Auto Growth
Instant File Initialization
Maintenance Plan (Logs)
SQL Installation/Configuration WhitePaper
SHAREPOINT SEARCH WAS
« CONFIGURED »
Continuous Crawl
Content Sources
Search Schema
Result Types
Display Templates
Query Rules
TIMER JOBS
Too often they are left untouched
Without them and the schedule they run on, not
much would get done in SharePoint
REALLY… YOU SHOULD KNOW THIS
PART OF THE CENTRAL
ADMINISTRATION
ALWAYS TEST
YOUR BACKUPS!
AD | SERVER | DNS |
CUSTOM CODE |
SQL | SHAREPOINT |
IIS | WORKFLOW |
Lots of pieces make
up SharePoint
CAREFUL when empowering Power Users with
SharePoint Designer
In fact…if you could go without SPDesigner it’s
probably best.
AND TRY NOT TO CUSTOMIZE
EVERYTHING
A LOT CAN BE DONE OUT OF
THE BOX and WITHOUT CODE
think for
PLANNING
IS JUST AS CRUCIAL
STOP CALLING IT
« SHAREPOINT »
TAKE THE TIME
TO SHOW OFF,
COMMUNICATE!
New Features
Dates & Milestones
Organize launch events
How it’ll facilitate tasks
Reasons for the change





PROVIDE
TRAINING!
employee
satisfaction 
tackle more tasks 
motivation to use
SharePoint 
increased adoption 
and much more... 
REAL TRAINING!
NOT A PAMPHLET
IN-CLASS | SELF-SERVICE VIDEOS
| DOCUMENTATION |
PROVIDE TRAINING KIT FOR NEW SITE OWNERS
TECHNOLOGY WON’T FIX ALL THE PROBLEMS, LOOK
AT YOUR BUSINESS PROCESSES THEY MAY NEED
REWORKING
GOVERNANCE
NO ONE
will read it if it’s too
BIG
keep it simple.
CAN BE A DOCUMENT OR A WIKI
AS LONG AS IT WORKS
http://en.share-gate.com/blog?category=governance
BUT THEN YOU’LL NEED TO
ENFORCE THE GOVERNANCE PLAN
WHAT GOES WHERE?
USING
AND BUILDING IT RIGHT
by John Norris
COLUMN
TYPES
When you create a column it is
stored in the list/library where
you create it
!
Every type of column has it’s use
Know when to use the right one
!
Views will be created based on
the columns
!
Workflows can be created,
triggered by the right column
information
CENTRALIZE & REUSE!
If you create columns from your lists/libraries they are stored in them.
And thus, are not reusable.
!
I recommend using “Site Columns” whenever possible to be able to
reuse them.
!
Site Columns are available to subsites – best to create at the root
CONTENT
TYPES
Reusable set of columns used together that
defines a type of content in your
organization.
It’s also much more…
http://en.share-gate.com/blog/recording-sharepoint-webinar-understand-content-types
http://en.share-gate.com/blog/sharepoint-columns-site-columns-or-content-types
TOO MANY FIELDS IN THE LIST OR CONTENT TYPE
DOING AN ARCHITECTURE THAT IGNORES THINGS
LIKE THE 5,000 LIST VIEW THRESHOLD
ENABLE METADATA NAVIGATION TO SEE AGAIN
AND RE-ORGANIZE
picture from Dave Coleman
INDEX SORT & FILTER COLUMNS
THE FAMOUS LOOKUP COLUMN
picture from Corey Roth
IT’S NOT A GOOD IDEA TO
LOOKUP A LIST WITH
TOO MANY ITEMS.
PERFORMANCE WILL
TAKE A HIT
AND SHAREPOINT WILL NOT
REPLACE YOUR RELATIONAL
DATABASE
Leverage the different ways it offers to connect to
external data rather then building on this platform that
does not support it well or check out the new 

Apps Model
SECURITY
SP GROUPS AD GROUPSVS
NEVER WITH USERS DIRECTLY
MSDN Security guidance on SP Groups vs AD Groups
CHANGING MEMBERS OF SP GROUPS WILL LAUNCH A FULL CRAWL AT
NEXT PASS TO CALCULATE ACLs
BUT DON’T START BREAKING
INHERITANCE AT
ITEM/DOCUMENT LEVEL
It will hurt your SharePoint performance
QUICK
TIPS
CREATING TOO
MANY SUB SITES
IS NOT A GOOD
IDEA
DON’T COPY/PASTE FROM
WORD OR BE SURE TO CLEAN
UP HTML
SharePoint 2013 is much better at it
than its predecessors
CONTENT EDITOR WEB PART
WAS MEANT FOR CONTENT
NOT custom CSS, JS or HTML
!
Causes issues during Migration and when new team
takes over
IMAGES UPLOADED ALL OVER
THE PLACE
EDIT STYLES AND THEME COLORS
FOR CONTENT AUTHORS TO MATCH
YOUR BRANDING
.ms-rteElement
.spcolor file
1 FEATURE WITH MANY
INSTEAD OF MANY FEATURES WITH 1
WORK WITH THE RIGHT
ENVIRONMENTS AND IDENTIFY THEM
VISUALLY
DEV - INTEGRATION - QA - PRODUCTION
HAVE ALL THE FACTS ON INFOPATH
It can still be ok to use it, but it needs to make sense
CAREFUL
WITH
EVENT
HANDLERS
It’ll be tough to
figure out what’s
going on where
DRAG AND DROP FILES…
WITHOUT THE METADATA
SAME WITH THE EXPLORER VIEW
USE THE DATASHEET VIEW
« QUICK EDIT »
AVOID COMPLEX APPROVAL
WORKFLOWS
WORK WITH DOCUMENTS IN
THE LIBRARY, DON’T
DOWNLOAD AND UPLOAD
AGAIN
NAMING CONVENTION FOR
FILES - NO MORE METADATA
IN THE FILENAME
1_contract_sharegate_Q1_V4.docx
ONEDRIVE VS ONEDRIVE
VS ONEDRIVE FOR BUSINESS
VS MY SITE
Plan it carefully, don’t confuse your
colleagues
UNDERSTAND HOW
VERSIONING & CHECK-IN/OUT
WORKS
I KNOW…
IT’S A LOT OF
INFORMATION
BUT IT’LL HELP
YOU HAVE AN
AWESOME
SHAREPOINT


@bniaulin
share-gate.com/blog
by Benjamin Niaulin, 

a SharePoint GEEKTHANK YOU!
share-gate.com

Don't Suck at SharePoint - Avoid the common mistakes