What are some cool things you can do with SharePoint 2007?
I have never worked with SharePoint before and my company is looking to move all the customer information from their password protected Excel sheet :shutters: to a SharePoint site where we can manage access a little better. I have a question pertaining to my particular project and in general.
- How do you set up the site so that it uses Active Directory for when users log-on?
- What would be a good way of moving the data from an Excel spreadsheet to a SharePoint site?
- What are some interesting things you have managed to do with SharePoint?
The best thing by far with SharePoint are the basic out-of-the-box simple sites. Creating a team collaboration workspace where all project members can upload relevant documents, have a project contact list, a bundown chart published from Excel, a list of upcoming milestones, a documentation wiki etc. is really easy and set up with a few clicks.
You can do lots more with heavy customization, custom web-parts etc., but then you will often find yourself cursing the system and question the sanity of the MS team that constructed this monstrosity.
It's difficult to get into specifics without knowing where you are wanting to go...but:
cool things we've done:
- RSS feeds from external sites to their "My Sites"
- weather updates on our intranet home page
- Using Excel Web Services (like you were asking about data from excel) to post graphs and data from excel as well as KPI's (key performance indicators...so green, yellow, red)
- workflows for expense reports and timesheets
There is lots you can do in Sharepoint though...one of the biggest things though for us was moving almost all of the user's home drive data to their My Site and setting up departmental sub-sites to allow them to collaborate together. Thus making it a much more interactive "file server"
There are a lot of interesting applications in the fantastic 40 (available in Templates). Also note that the SharePoint site is actually running on SharePoint Server, Microsoft Office SharePoint Server , and it does a good job of showing off some of the capabilites of SPS 2007.
As far as the authentication question goes, to keep users from being prompted for login when going to a SharePoint site, you need to add the site to either your Local Intranet or Trusted Sites zones in your Internet Explorer security settings. If you are using Internet Explorer 7 and add the site to the Trusted zone, then you also need to modify the authentication type for the zone itself. I'd recommend adding it to local intranet myself, but there are times that you'd want it in trusted.
By default Internet Explorer 7 is set to pass through authentication only for the Local intranet zone. So, to make the prompt go away in trusted zones you must modify the security settings for Trusted zones. Go to your Internet Options, on the security tab select the Trusted zone and then click the Custom level button. Scroll all the way to the bottom and change the setting for Logon to Automatic logon with current username and password.
Uploading Excel to a list is simple in Excel 2007:
- data--list--create list (follow the prompts)
- data--list--publish (follow the prompts)
- the URL is the URL of the site without default.aspx
Regarding your data, there are at least two approaches you will want to look into.
If you have just pure data it may be desirable to migrate the data into custom SharePoint Lists. This will allow you to put security on the individual rows and easily search and find individual records.
If you want to keep the data as a spreadsheet it is very simple to just upload the files to SharePoint and begin working with them there. The upside to this is that it is very easy to do and the users have very little behavior to change.
On the other hand, if you were looking to create some custom web parts for displaying the data in interesting ways, having this data be contained in a SharePoint List may be more powerful for you and your users.