Getting Started with SharePoint | SharePointMIS.com Welcome to the Pearson / Microsoft SharePoint hosting program for users of Pearson MIS products. We’re glad you have decided to participate and want to do all we can to make success easy for you. Pearson has set up a SharePoint site collection for your school. You will find the url and administrator access information for your school specific site in the email containing this document. Use this guide to get started and be sure to avail yourself of the help materials on the SharePoint Community site noted below. Setting up Your Site Collection A site collection is a hierarchy of sites. Your site collection has one site, the root. You will need to set up the rest of the sites to fit your unique situation. Most universities choose to set up their collection so that each instructor has a personal site underneath the root site. Underneath each instructor site is one site for each class that instructor teaches. Underneath each class site is one site for each team, and underneath each team are sites for each assignment. Here is a typical example:

SharePoint Site Structure A site collection is a hierarchy of sites

U Wash Site Collection

Team 1

P1

Burrows

Kroenke

Section 1

Etc.

Team 2

P2

Team 3

P3

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Russell

Etc.

Site Action Menu | Creating Sites in the top right of the screen to Use the Site Actions menu create a new list, library, discussion board, survey, page or site. You will find Sites and Workspaces under Web Pages as shown here.

Setting User Permissions When you set up a subsite, you will have the option of setting unique permissions for that site. You should always do so. For example, when you set up a class site (called Section 1 in image above), add student users to that site with, say, View permission. When you set up a group or Team site, add student users with owner permission. Unlike commerce, where many sites have the same permissions for users, most of your sites will have unique permissions. You set them when you create the subsite. Understanding Your Accounts Your site has one admin account and as many user accounts as you requested. If the name of your school were ABC, then you would have one account named [email protected] and user accounts named [email protected] through [email protected]. Most schools allocate the first user accounts to instructors. If you have 10 instructors teaching the class, then you would allocate User001 through User010 to the instructors. Allocate the rest of the accounts to students.

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Changing Account Passwords To change or reset an account password, go to www.sharepointMIS.com (not ABC.sharepointMIS.com) and sign in with your account name ([email protected]). Click change password.

Setting Up Account Permissions When you create sub-sites, you allocate accounts to one of three groups: View, Member, or Owner. The first are read only users, the second are members that can create, read, update, or delete content. The third are users that can modify the site structure. To allocate account permissions, always choose Use unique permissions as shown here.

When you do that, SharePoint will display a screen that lets you add user accounts as shown below. To add the User001 account, type [email protected]. For my classes, I add all my students to the Visitors group for my class site. When I set up the group sites, I add all of the students in a group into the Owners group.

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In the figure above, I have added [email protected] to the Visitors group, user001 to the Members (contribute) group and User004 to the owners group.

Note: One of the advantages of SharePoint is that it customizes the UI depending on the permissions that you have. So, if you are signed into a site with View permission, you will see a very few tools and options. If you are signed into a site with Owner permission, you will see many options. If the UI looks limited to you, you are signed in with an account with too low a permission. Adding Your Name and Email By default, your user name and your account name are the same. However, a user name like User003 isn’t informative. You can change your name to be a real name like Nick Lane. You can (and should) also enter your email address. To do so, sign on to a site for which you have at least contribute permission. Click on your name in the upper right hand corner. Then, click My Settings. Then click Edit. You can then replace User003, etc., with your real name and enter your email address. All students should do this so that SharePoint can direct RSS feeds, alerts, workflows, etc. to the proper email account.

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Summary of Site Setup Tasks 1.

2.

Set Up Accounts a. Allocate admin account to admin b. Allocate one user account to each instructor c. Allocate remaining user accounts to students

Create Instructor Sites ‐ For each instructor  a. Create an instructor subsite b. Use unique permissions on site c. Place instructor’s user account in the Owner group d. Add student accounts to the View group [if instructor

wants to share

his/her site with students]

  3.

Create Class Sites ‐ For each class under an instructor  a. b. c. d. e.

4.

Create a class subsite for each of the instructor’s classes Use unique permissions on site Optional: (Use one of the custom templates) Place instructor’s user account in the Owners group Add student accounts for all of the students in this class in the View group

Create Team Sites - For each team within a class a. Create a team subsite for each team in the class b. Use unique permissions on site c. Optional: (Use one of the custom templates) d. Place instructor and students’ accounts in the Owner group e. Students can create subsites for each collaboration project

5. Login to the SharePoint Community Support Site at http://www.community.sharepointmis.com

Note: You can only sign in to a site for which you have permissions. If students are only allowed to view a class and group site, then they will have to use the URL for that class or group site rather than the base URL.

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